| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 688173 | 希荻微 | 17.48 | 14.62% | | 49.25万 | | 8.40亿 | | 688249 | 晶合集成 | 31.80 | 10.42% | | 69.70万 | | 21.71亿 | | 688403 | 汇成股份 | 15.17 | 9.37% | | 61.14万 | | 9.16亿 | | 301629 | 矽电股份 | 220.86 | 8.72% | | - 3.06万 | | 6.64亿 | | 688652 | 京仪装备 | 95.31 | 8.18% | | 7.63万 | | 7.22亿 | | 688153 | 唯捷创芯 | 36.79 | 6.55% | | 9.65万 | | 3.48亿 | | 688525 | 佰维存储 | 109.05 | 6.10% | | 30.56万 | | 32.55 Z | | 688234 | 天岳先进 | 88.64 | ...

格隆汇11月28日｜A股市场机器人概念股走强，截至半日收盘，希荻微涨超15%，力星股份涨近15%， 长盈精密涨超13%，步科股份涨近12%，豪恩汽电涨超10%，银河电子、金智科技、友阿股份、四川金 顶、广汽集团、宇环数控10CM涨停，海昌新材涨超8%，锋龙股份、华自科技涨超7%，博众精工、精 智达、新美星、美湖股份、昊志机电涨超6%，井松智能、中润光学涨超5%，江波龙涨超3%。 ...

Core Viewpoint - The semiconductor industry chain is experiencing a strong rebound, particularly in the wafer foundry and equipment sectors, with significant stock price increases for several companies [1]. Group 1: Industry Performance - The semiconductor industry chain is showing a robust upward trend, with wafer foundry and equipment sectors leading the gains [1]. - Notable stock performances include Huidi Micro reaching a 20% limit up, while Weida Nami and Jinghe Integration both increased by over 10% [1]. - Other companies such as Jingyi Equipment, Maiwei Shares, Tuojing Technology, and Xinyuan Micro also saw stock price increases [1].

Core Viewpoint - The significant increase in the stock price of Xidiwei (688173.SH) is attributed to its announcement regarding the inclusion of its products in Google's supply chain, despite the company's ongoing financial losses since its IPO in 2022 [2][6][7]. Group 1: Stock Performance - On November 27, Xidiwei's stock opened high and closed with a gain of 10.91%, reaching a peak of 15.78 yuan per share during the day [2][4]. - This increase is notable as it is one of the few instances where the stock has risen over 10% since its IPO [5]. - Despite the recent surge, the stock remains approximately 70% lower than its peak price of 51.88 yuan on its first trading day [8]. Group 2: Financial Performance - Since its IPO, Xidiwei has reported continuous losses, totaling 4.36 billion yuan from 2022 to the first three quarters of 2025, with a loss of 0.76 billion yuan in the first three quarters of 2025 [2][12]. - The company has not distributed any cash dividends to shareholders since its listing, indicating a lack of returns for investors [3][9]. - In 2025, Xidiwei's revenue reached 7.17 billion yuan, a year-on-year increase of 107.81%, but it still reported a net loss of 0.76 billion yuan, although this represented a significant reduction in losses compared to the previous year [13][17]. Group 3: Business Operations and Strategy - Xidiwei is recognized as a leading supplier of power management and signal chain chips, with products integrated into the supply chains of major clients like Xiaomi, OPPO, and Audi [12][14]. - The company has been actively pursuing acquisitions to enhance its market position, including a 30.91% stake in Zinitix for approximately 1.12 billion yuan and a premium acquisition of 100% of Chengxin Micro [14][15]. - R&D investments have been increasing, with expenditures reaching 2.53 billion yuan in 2024, accounting for 46.34% of its revenue, reflecting the company's commitment to innovation [16][17].

股票代码：688173.SH 股票简称：希荻微 上市地点：上海证券交易所 希荻微电子集团股份有限公司 发行股份及支付现金购买资产 并募集配套资金报告书（草案）摘要 （修订稿） | 交易类型 | 交易对方 | | --- | --- | | 发行股份及支付现金购买资产 | 曹建林、曹松林、深圳市链智创芯管理咨询合伙企 业（有限合伙）、深圳市汇智创芯管理咨询合伙企 | | | 业（有限合伙） | | 募集配套资金 | 不超过35名符合条件的特定投资者 | 独立财务顾问 二〇二五年十一月 希荻微发行股份及支付现金购买资产并募集配套资金报告书（草案）（摘要）（修订稿） 上市公司声明 本公司及本公司全体董事及高级管理人员保证重组报告书及本报告书摘要内容的 真实、准确、完整，对重组报告书及本报告书摘要的虚假记载、误导性陈述或重大遗 漏负相应的法律责任。 本公司实际控制人及其一致行动人、董事、高级管理人员承诺，如本次交易因涉 嫌所提供或者披露的信息存在虚假记载、误导性陈述或者重大遗漏而被司法机关立案 侦查或者被中国证券监督管理委员会立案调查的，在案件调查结论明确之前，将暂停 转让所持有的上市公司股份（如有），并于收到立案稽 ...

Core Viewpoint - The company has begun shipping high-performance power management chips to ODM manufacturers for use in Quark AI glasses, although the sales volume and revenue contribution remain relatively small [2] Group 1 - The company has successfully delivered high-performance power management chips to ODM manufacturers [2] - The chips are intended for application in Quark AI glasses [2] - The current sales volume and revenue from these products represent a minor portion of the company's total revenue [2]

证券代码：688173 证券简称：希荻微 公告编号：2025-096 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、准确性和完整性依法承担法律责任。 一、本次交易的基本情况 希荻微电子集团股份有限公司（以下简称"公司"或"上市公司"）拟通过 发行股份及支付现金方式购买深圳市诚芯微科技股份有限公司（以下简称"标的 公司"）100%股份并募集配套资金（以下简称"本次交易"）。 公司于 2025 年 5 月 13 日收到上海证券交易所出具的《关于希荻微电子集团 股份有限公司发行股份及支付现金购买资产并募集配套资金申请的审核问询函》 （上证科审（并购重组）〔2025〕12 号）（以下简称《审核问询函》），并于 2025 年 11 月 28 日披露了《希荻微电子集团股份有限公司发行股份及支付现金购买资 产并募集配套资金报告书（草案）（修订稿）》（以下简称"草案（修订稿）"） 等文件，具体内容详见公司刊登在上海证券交易所网站（http://www.sse.com.cn） 的相关文件。 相较公司于 2025 年 7 月 29 日披露的《希荻微电子集团股份有限公司发行股 ...

| 项目 | 2025 年 6 | 月 30 日/2025 | 年 1-6 月 | 2024 年 12 | 月 31 日/2024 | 年度 | | --- | --- | --- | --- | --- | --- | --- | | | 本次交易前 | 本次交易后 | 变动率 | 本次交易前 | 本次交易后 | 变动率 | | 总资产 | 180,502.07 | 223,630.62 | 23.89% | 181,033.63 | 224,775.81 | 24.16% | | 总负债 | 26,478.04 | 50,957.55 | 92.45% | 24,151.42 | 50,473.57 | 108.99% | | 归属于母公司 所有者权益 | 146,108.32 | 164,757.36 | 12.76% | 147,898.75 | 165,318.76 | 11.78% | | 营业收入 | 46,644.93 | 55,344.72 | 18.65% | 54,551.06 | 74,297.37 | 36.20% | | 净利润 | -6,080.67 | -4,851.65 | ...

希荻微电子集团股份有限公司 关于变更独立财务顾问主办人的公告 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、准确性和完整性依法承担法律责任。 证券代码：688173 证券简称：希荻微 公告编号：2025-097 希荻微电子集团股份有限公司（以下简称"公司"）拟通过发行股份及支付 现金方式购买深圳市诚芯微科技股份有限公司 100%股份并募集配套资金（以下 简称"本次交易"），于 2025 年 4 月 16 日向上海证券交易所提交本次交易申请， 于 2025 年 4 月 28 日被受理。中国国际金融股份有限公司（以下简称"中金公司"） 作为财务顾问承担本次交易的独立财务顾问职责。中金公司原指定陶木楠、康攀、 钱怡担任本次交易的独立财务顾问主办人。 2025 年 11 月 28 日 附件：张宏婷简历 张宏婷女士，保荐代表人，曾参与同力水泥重大资产置换、东土科技发行 股份购买资产、 三六零 A 股重组上市、昆仑万维跨境收购 Opera 控制权、华 润资产要约收购重庆燃气等项目，执业记录良好。 近日，公司收到中金公司通知，因中金公司部分项目组成员工作调动，为保 证 ...