中信建投证券股份有限公司 本次《一致行动人协议》解除前，公司控股股东、实际控制人北京电控直接 持有公司股份 645,657,112 股，占公司目前总股本比例为 45.23%；盐城高投直接 持有公司股份 45,205,769 股，占公司目前总股本的比例为 3.17%。公司控股股东、 实际控制人北京电控及其一致行动人合计直接持有公司 838,936,286 股，表决权 比例为 58.76%。具体持股情况如下： | 序号 | 持有人名称 | 持有数量(股) | 持有比例（%） | | --- | --- | --- | --- | | 1 | 北京电子控股有限责任公司 | 645,657,112 | 45.23 | | 2 | 天津京东方创新投资有限公司 | 93,164,110 | 6.53 | | 3 | 北京电子城高科技集团股份有限公司 | 22,602,884 | 1.58 | | 4 | 北京电控产业投资有限公司 | 9,316,411 | 0.65 | | 5 | 盐城高新区投资集团有限公司 | 45,205,769 | 3.17 | | 6 | 北京联芯一号科技合伙企业（有限合伙） | 3,950,0 ...

本次解除一致行动人协议不涉及要约收购，不会导致公司控股股东、实 际控制人发生变化；亦不会影响公司治理结构及持续经营能力。 公司于 2025 年 12 月 17 日收到公司控股股东、实际控制人北京电控与其一 致行动人盐城高投的通知，双方协商一致签署了《<一致行动人协议>之解除协 议》，双方均同意解除《一致行动人协议》并终止一致行动关系。现将相关情况 公告如下： 证券代码：688172 证券简称：燕东微 公告编号：2025-085 北京燕东微电子股份有限公司 关于控股股东、实际控制人解除一致行动人协议暨权益变动触 及 1%刻度的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次权益变动系北京燕东微电子股份有限公司（以下简称"公司"、"燕 东微"）控股股东、实际控制人北京电子控股有限责任公司（以下简称"北京电 控"）与其一致行动人盐城高新区投资集团有限公司（以下简称"盐城高投"） 解除一致行动关系所致，不涉及股东持股数量变动，各自的持股数量和持股比例 保持不变。 解除一致行动人协议前，公司控股股东、实际 ...

Group 1 - The 2025 Cross-Strait Entrepreneurs Summit will be held in Nanjing, Jiangsu from December 16 to 17, focusing on "Transformational Innovation and Deepening Multi-Chain Cooperation" [1] - Approximately 800 participants, including members of the Cross-Strait Entrepreneurs Summit Council, entrepreneurs, and experts, will attend the event [1] Group 2 - The Hang Seng Index Company announced the renaming of the Hang Seng Hong Kong Stock Connect Software and Semiconductor (Investable) Index to the Hang Seng Hong Kong Stock Connect Software Theme Index, effective December 16, 2025 [2] - The number of constituent stocks will remain fixed at 40, with the addition of four stocks: Reading Group, FunPlus, Meitu, and MobiDev, while four stocks will be removed [2] Group 3 - On December 16, a total of 4 companies will have their restricted shares unlocked, with a total of 408 million shares, amounting to a market value of 6.381 billion yuan [3] - The companies with the largest unlock volumes are Wento Holdings (200 million shares), Yandong Micro (193 million shares), and Longtu Photomask (14.51 million shares) [3] - The companies with the highest unlock market values are Yandong Micro (5.219 billion yuan), Longtu Photomask (673 million yuan), and Wento Holdings (464 million yuan) [3] Group 4 - On December 16, 22 companies disclosed their stock repurchase progress, with 6 companies announcing new repurchase plans [4] - The highest repurchase amounts from newly disclosed plans are from Yipin Hong (up to 200 million yuan), AVIC Heavy Machinery (146 million yuan), and Digital Video (120 million yuan) [4] - The companies with the highest repurchase amounts approved by shareholders are Metro Design (up to 3.8765 million yuan), Qifeng Precision (300.42 million yuan), and Guanghe Technology (404.3 million yuan) [4]

智通财经APP获悉，12月16日共有1家上市公司的限售股解禁，解禁总市值约29.24亿元。 今日具体限售解禁股情况如下： 股票简称 股票代码 限售股类型 解禁股数 燕东微 688172 1.93亿 ...

从解禁量来看，3家公司解禁股数超千万股。文投控股、燕东微、龙图光罩解禁量居前，解禁股数分别 为2.0亿股、1.93亿股、1451.89万股。 每经AI快讯，数据显示，周二（12月16日），共有4家公司限售股解禁，合计解禁量为4.08亿股，按最 新收盘价计算，合计解禁市值为63.81亿元。 从解禁市值来看，3家公司解禁股数超亿元。燕东微、龙图光罩、文投控股解禁市值居前，解禁市值分 别为52.19亿元、6.73亿元、4.64亿元。 从解禁股数占总股本比例来看，2家公司解禁比例超10%。燕东微、龙图光罩、文投控股解禁比例居 前，解禁比例分别为13.54%、10.88%、4.93%。 ...

格隆汇12月16日｜Wind数据显示，周二（12月16日），共有4家公司限售股解禁，合计解禁量为4.08亿 股，按最新收盘价计算，合计解禁市值为63.81亿元。从解禁量来看，3家公司解禁股数超千万股。文投 控股（维权）、燕东微、龙图光罩解禁量居前，解禁股数分别为2.0亿股、1.93亿股、1451.89万股。从 解禁市值来看，3家公司解禁股数超亿元。燕东微、龙图光罩、文投控股解禁市值居前，解禁市值分别 为52.19亿元、6.73亿元、4.64亿元。从解禁股数占总股本比例来看，2家公司解禁比例超10%。燕东 微、龙图光罩、文投控股解禁比例居前，解禁比例分别为13.54%、10.88%、4.93%。 ...

Market Performance - The main board saw significant gains with notable stocks such as Copper Peak Electronics (+10.04%), Xilong Science (+10.00%), and Dongfang Communication (+9.98%) leading the charge [1] - The ChiNext board experienced a surge, highlighted by Guoci Materials (+20.02%) and LianTe Technology (+15.87%) [1] - The Sci-Tech Innovation board also performed well, with Jingfeng Mingyuan (+20.00%) and Yandong Micro (+16.84%) among the top gainers [1] - Active sub-industries included SW Electronic Chemicals III (+4.36%) and SW Semiconductor Equipment (+3.55%) [1] Domestic News - Taiwan's Industrial Technology Research Institute announced the development of the region's first full-color high-resolution Micro LED AI smart glasses, featuring a 0.49-inch display with 1920x1080 FULL HD resolution and over 3000 nits brightness [1] - Shanghai Jiao Tong University and Guoxing Aerospace signed an agreement to establish China's first space computing joint laboratory, focusing on autonomous space computing chip development and related technologies [1] - Goer Group and Haier Group signed a strategic cooperation agreement to collaborate on smart home, health, and digital economy sectors, leveraging Goer's expertise in precision components and smart manufacturing [1] - According to BCI's report, Huawei's smartphone market share is projected to reach 27.81% by the 48th week of 2025, significantly ahead of Apple's 17.12% [1] Company Announcements - Electric Science and Technology Network announced a significant decrease in expected daily related transactions for 2026, with actual transactions for 2025 being 283.25 million yuan compared to an expected 1.17385 billion yuan [3] - Chip Origin announced progress in acquiring Zhudian Semiconductor, with a capital increase of 350 million yuan for the acquisition [3] - Yunding Technology projected daily related transactions for 2026 to be approximately 1.355 billion yuan, with actual transactions expected to be around 1.484 billion yuan [3] - Aisino Security reported receiving a government subsidy of 1 million yuan, classified as a revenue-related government grant [3] International News - Dell plans to increase prices for its commercial product line by approximately 10%-30% starting December 17, depending on computer configuration [1] - STMicroelectronics secured a new credit line of 1 billion euros from the European Investment Bank, with 60% allocated for enhancing manufacturing capabilities [1] - SK Hynix ordered seven sets of thermal compression bonding machines from ASMPT for HBM4 production, a critical technology for ensuring product yield and performance [1] - Kioxia plans to start producing next-generation NAND flash memory chips in Iwate Prefecture in 2026, increasing storage capacity by 59% and data transfer speed by 33% [1]

Group 1 - The Ministry of Industry and Information Technology, in collaboration with the Ministry of Commerce and the General Administration of Customs, announced new regulations for the import and export of lithium thionyl chloride batteries, effective January 1, 2026, allowing batteries with a filling content of less than 1 kilogram to bypass certain approval processes [1] - The optimization of regulatory measures aims to align with international standards, enhance trade facilitation, and support the integration of related industries into global supply chains, thereby boosting international competitiveness and promoting high-quality development of lithium thionyl chloride batteries and related industries [1] - Lithium thionyl chloride batteries are characterized by high energy density and long storage life, with energy densities reaching 590 W·h/kg and 1100 Wh/L, and are widely used in smart instruments, medical devices, and scientific instruments [1] Group 2 - In 2024, China's lithium thionyl chloride battery production is projected to reach 680 million units, with a market size of approximately 12.5 billion RMB [1] - The export value of lithium thionyl chloride batteries from China is expected to reach 3.5 billion RMB in 2024, representing an 18.2% year-on-year increase, with major export destinations including the US (30%), Germany (15%), and Japan (12%) [2] - Leading companies in the lithium thionyl chloride battery sector include Yiwei Lithium Energy, which has national champion products, and Penghui Energy, which offers a range of primary batteries [2]

Group 1 - The core viewpoint of the news is the optimization of import and export regulatory measures for lithium thionyl chloride batteries, which will enhance trade facilitation and strengthen international competitiveness in the industry [2][3]. - The Ministry of Industry and Information Technology, along with the Ministry of Commerce and the General Administration of Customs, announced that starting January 1, 2026, lithium thionyl chloride batteries with a filling content of less than 1 kilogram will not require specific export permits, aligning regulations with international standards [2]. - The lithium thionyl chloride battery is characterized by high energy density and long storage life, with energy density reaching 590 W·h/kg and 1100 Wh/L, making it suitable for applications in smart instruments, medical devices, and scientific instruments [2]. Group 2 - In 2024, China's total production of lithium thionyl chloride batteries is projected to reach 680 million units, with a market size of approximately 12.5 billion RMB [2]. - The export value of lithium thionyl chloride batteries from China is expected to reach 3.5 billion RMB in 2024, representing an 18.2% year-on-year increase, with the United States being the largest export destination [3]. - Leading companies in the lithium thionyl chloride battery sector include EVE Energy, which has been recognized for its national-level champion products, and Penghui Energy, which offers a range of lithium thionyl chloride batteries [3][4]. Group 3 - Recent price increases in thionyl chloride have been significant, with a reported rise of over 83% within the year [5]. - The stock market performance of relevant companies shows varying trends, with EVE Energy having a market capitalization of approximately 149.22 billion RMB and a year-to-date increase of 54.10% [6]. - Other companies involved in the thionyl chloride supply chain include Kaisheng New Materials and Sanyou Chemical, which are actively engaging in the lithium battery sector [4]. Group 4 - Next week, a total of 25 stocks will have restricted shares released, with a combined market value exceeding 13 billion RMB, marking the lowest level of the year for such releases [8]. - Yandong Microelectronics will have the highest release value at 5.566 billion RMB, followed by Lintai New Materials and Shengxin Lithium Energy [9]. - The release of shares from Yandong Microelectronics will involve 19.33 million shares, accounting for 13.54% of the company's total equity [9][10].

Group 1: Lithium Thionyl Chloride Battery Industry - The Ministry of Industry and Information Technology, along with the Ministry of Commerce and the General Administration of Customs, announced optimized import and export regulations for lithium thionyl chloride batteries, effective January 1, 2026, allowing batteries with a filling content of less than 1 kg to be exempt from certain approval processes [2] - The lithium thionyl chloride battery is characterized by high energy density and long storage life, with energy density reaching 590 W·h/kg and 1100 Wh/L, making it suitable for applications in smart instruments, medical devices, and scientific instruments [2] - China's lithium thionyl chloride battery industry has developed a complete supply chain, with upstream materials like lithium metal, thionyl chloride, carbon materials, and special membranes largely domestically sourced [2] Group 2: Market and Export Data - In 2024, China's total production of lithium thionyl chloride batteries is projected to reach 680 million units, with a market size of approximately 12.5 billion RMB [2] - The export value of lithium thionyl chloride batteries from China is expected to reach 3.5 billion RMB in 2024, representing an 18.2% year-on-year increase, with the US being the largest export destination, accounting for 30% of total exports [3] - Major companies in the lithium thionyl chloride battery sector include EVE Energy, which is a leading manufacturer, and Penghui Energy, which offers a range of products including lithium thionyl chloride batteries [3] Group 3: Stock Market and Upcoming Unlocks - Next week, a total of 25 stocks will have restricted shares unlocked, with a combined market value exceeding 13 billion RMB, marking the lowest weekly unlock value of the year [5] - Among the stocks, Yandong Microelectronics has the highest unlock value at 5.566 billion RMB, followed by Lintai New Materials at 2.113 billion RMB and Shengxin Lithium Energy at 1.398 billion RMB [6] - Shengxin Lithium Energy is facing significant losses, with projected losses exceeding 600 million RMB in 2024, and has a substantial portion of its shares being unlocked [7]