持股 5%以上股东减持股份结果公告 证券代码：688173 证券简称：希荻微 公告编号：2025-046 希荻微电子集团股份有限公司 本公司董事会、全体董事及相关股东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。 重要内容提示： 大股东持有的基本情况 本次减持计划实施前，希荻微电子集团股份有限公司（以下简称"公司"） 股东重庆唯纯企业管理咨询有限公司（以下简称"重庆唯纯"）持有公司股份 37,878,116 股，占本次减持计划公告披露日公司总股本的 9.23%。上述股份均来 源于公司首次公开发行前取得的股份，已全部解除限售。 减持计划的实施结果情况 2025 年 2 月 20 日，公司披露了《希荻微电子集团股份有限公司持股 5%以 上股东减持股份计划公告》（公告编号：2025-007）。重庆唯纯拟通过集中竞价、 大宗交易的方式减持其持有的公司股份数量合计不超过 8,206,182 股，占公司总 股本的比例合计不超过 2.00%，减持期间为本次减持计划公告披露 15 个交易日 后的 3 个月内，其中以集中竞价方式减持不超过 4,103,091 ...

证券代码：688173 证券简称：希荻微 公告编号：2025-047 希荻微电子集团股份有限公司 公司在收到《审核问询函》后，立即组织本次交易有关中介机构对《审核问 询函》所列问题进行逐项核实和答复。鉴于《审核问询函》涉及的部分事项还需 进一步落实，预计无法在规定时间内向上交所提交完整的书面回复及相关文件。 为切实稳妥做好《审核问询函》回复等相关工作，经与本次交易的各方及有关中 关于延期回复《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》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。 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"）。 2025 年 5 月 13 日，公司收到上海证券交易所（以下简称"上交所"）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 ...

Macro Trends - The central government plans to support 20 cities in implementing urban renewal actions, including major cities like Beijing, Guangzhou, and Tianjin [1] - The State-owned Assets Supervision and Administration Commission (SASAC) is conducting intensive research on eight central enterprises, signaling the direction for future state-owned enterprise reforms [2] Market Adjustments - FTSE Russell announced adjustments to several indices, including the FTSE China 50 Index and FTSE China A50 Index, effective June 20, 2025 [3] - The Shanghai Stock Exchange has initiated a pilot program for the re-issuance of corporate bonds and asset-backed securities, aiming to enhance market liquidity and promote high-quality development in the bond market [3] Energy Sector Developments - The National Energy Administration is promoting breakthroughs in the construction of new power systems, focusing on various innovative technologies and models [4] Financial Innovations - The Hong Kong Securities and Futures Commission is considering introducing virtual asset derivatives trading for professional investors, aiming to enhance product offerings while ensuring orderly and transparent trading [5] Company News - Wantai Biological Pharmacy's nine-valent HPV vaccine has been approved for market launch, targeting women aged 9 to 45, which will enhance the company's product line and competitiveness [8] - Hainan Huatie is planning to issue shares overseas and list on the Singapore Exchange to advance its international strategy [9] - Maiwei Co. intends to invest 100 million yuan in a fund focused on growth-stage companies in the new energy and semiconductor sectors [10] - Suqian Agricultural Development plans to acquire a 28.75% stake in Jinyang Sun Grain and Oil for 178 million yuan [11] - CITIC Securities has received approval to issue up to 8 billion yuan in technology innovation corporate bonds to professional investors [12] - Zhongke Electric plans to invest up to 8 billion yuan in a lithium-ion battery anode material integrated base project in Oman [13] - Feiya Technology intends to acquire all or part of the equity of Chang Kong Gear [14] - Lehui International's fresh beer business is currently small and in a loss phase, with projected losses of 60.65 million yuan and 75.28 million yuan for 2023 and 2024, respectively [15] - Harta Technology is validating RFID chips for railway applications [17] - Xidi Micro has established partnerships with several well-known brands in the AI glasses sector [16] - Yutong Heavy Industry reports limited orders for its L4 autonomous sanitation vehicles, contributing minimally to its performance [17] - Huamao Technology plans to acquire a 57.84% stake in Fuchuang Youyue, with stock resuming trading [18] - Kingsoft Office intends to acquire the remaining 31.9769% stake in its subsidiary, Shuke Network Technology, for 254 million yuan [19] - Li New Energy plans to invest approximately 1.25 billion yuan in three independent energy storage projects [20]

Group 1 - The core viewpoint of the news is that Xi Di Wei is experiencing improvements in revenue and net profit due to increased customer demand, new business line revenue, and enhanced operational efficiency through cost control [1] - The company plans to enhance product value through iteration and new product development while optimizing cost structure to improve gross margin [1] - Research and development investment will remain at a reasonable level in 2025, with a focus on controlling sales and management expenses [1] Group 2 - Xi Di Wei has established collaborations in the smart wearable sector, primarily focusing on power management chips, with future potential in voice coil motor driver chips [1] - The acquisition of Chengxin Micro is under review, and it is expected to contribute significantly to financial performance from 2025 to 2027 [1] - In response to the slowing growth in smartphone shipments, the company is shifting towards diversification and differentiation by developing customized chip products [1]

A股AI手机概念盘初走强，天音控股、思泉新材、希荻微、铂力特等涨超1%。 ...

Summary of CDS Company Conference Call Company Overview - CDS Company reported Q1 2025 revenue of approximately 180 million yuan, showing year-on-year growth but a 10% decline quarter-on-quarter due to seasonal factors [2][4] - The company aims to achieve breakeven in 2025 by increasing the proportion of high-margin products and enhancing cost control [2][5] - Product lines have expanded to include power management, signal chain, voice coil motor drivers, and sensor chips, primarily serving automotive and industrial applications [2][5] Key Insights - **Strong Demand in Q2 2025**: April saw a surge in order volume, leading to expectations of significant revenue growth in Q2 compared to Q1 [2][5][6] - **High-End DC-DC Converters**: Last year's high-end flagship DC-DC converter generated approximately 80 million yuan in revenue with a gross margin exceeding 50%. The target for this year is to double that revenue despite competitive pressures, with expected gross margins above 40% [2][8][10] - **Emerging Markets**: The company is optimistic about growth in AI-driven sectors, particularly in IoT, smart glasses, and automotive applications, which are expected to drive demand in the latter half of the year [3][4][29] Financial Performance - **Q1 2025 Financials**: R&D expenses were around 58 million yuan, with total period expenses exceeding 80 million yuan. The company is focusing on cost optimization [5][24] - **Revenue Composition**: Approximately 90% of revenue in Q2 is expected to come from seven major clients in the Android supply chain [6][8] Product Development and Innovation - **New Product Launches**: A new 4:1 charge pump for high-power models (over 80 watts) is set to launch in the second half of the year, which is anticipated to significantly boost revenue [2][6] - **AI Glasses and Wearables**: The company is developing DC-DC converters and voice coil motor drivers for AI glasses, with current applications in products from clients like Xiaomi and Meta [15][16] Market Trends and Competitive Landscape - **Market Demand**: The second quarter shows improved market demand compared to Q1, with expectations for a strong third quarter, although seasonal variations may affect performance [8][29] - **Competitive Position**: The company holds a unique patent protection for its high-end DC-DC converters, which positions it favorably against competitors [10][12] Strategic Partnerships and Future Outlook - **Collaboration with Nanwei Semiconductor**: The company has formed a joint venture to develop GaN technology and power management chips, although early losses led to a strategic shift towards independent operations [20] - **Acquisition of Changxin Micro**: The integration process is ongoing, with expected contributions to revenue and profit margins once fully merged [23] Conclusion - CDS Company is strategically positioned to leverage emerging technologies and market trends, particularly in AI and IoT sectors, while maintaining a focus on high-margin products and cost efficiency. The outlook for the second half of 2025 appears promising, with anticipated growth in both revenue and market share across various product lines.

Group 1 - Hongchuang Holdings plans to acquire 100% equity of Shandong Hongtuo Industrial for 63.518 billion yuan, transforming from a single aluminum deep processing business to a full industry chain including electrolytic aluminum, alumina, and aluminum deep processing [3] - LIZHU Group intends to acquire 64.81% of Vietnam's Imexpharm Corporation for approximately 1.587 billion yuan, enhancing its presence in the pharmaceutical sector [4][5] - China Power Construction reported a new contract amount of 386.49 billion yuan from January to April, a year-on-year decrease of 4.9% [7] Group 2 - Wanhua Chemical announced a scheduled maintenance for its production facilities, including a five-month technical upgrade for its Yantai ethylene unit, which will not significantly impact operations [8] - Changhong High-Tech received a warning letter from the Ningbo Securities Regulatory Bureau for failing to disclose related party transactions in a timely manner [9] - Highgreat plans to invest 10 million yuan in Blue Core Computing, which focuses on RISC-V architecture chips [10] Group 3 - Xidi Micro plans to increase capital by 30 million USD in its wholly-owned subsidiary Hong Kong Xidi Micro to support its expanding business [12] - Bichuang Technology lost its high-tech enterprise qualification, resulting in an increase in corporate income tax rate from 15% to 25% for the years 2023 to 2025 [13] - Tonghua Dongbao intends to transfer 5.7% of its shares in Xiamen Tebao Biological Engineering for a total of 1.301 billion yuan [16] Group 4 - Tian Tie Technology signed a strategic cooperation agreement with Shenzhen Xinjie Energy to collaborate on solid-state battery lithium metal anode materials [23] - Nanjing Port disclosed that its stock trading has shown signs of market sentiment overheating, indicating potential irrational trading behavior [24] - Zhongnan Media signed a government procurement contract worth 1.009 billion yuan, ensuring stable revenue for its main business [25]

Core Viewpoint - Chongqing Weichun Enterprise Management Consulting Co., Ltd. has reduced its shareholding in Xidi Microelectronics Group Co., Ltd. from 8.99% to 7.92%, indicating a decrease in ownership by 1.07% [1][2] Group 1: Shareholding Changes - The total number of shares held by Chongqing Weichun decreased from 36,900,096 shares to 32,516,396 shares, a reduction of 4,383,700 shares [1][2] - The reduction occurred between April 11, 2025, and May 22, 2025, through both centralized bidding and block trading methods [1][2] - The shareholding change did not trigger mandatory tender offer obligations [1] Group 2: Transaction Details - The share reduction included 2,491,000 shares sold through centralized bidding and 1,892,700 shares sold through block trading [2] - The change in shareholding percentage reached the 1% threshold, necessitating disclosure [1][2] - The company has previously disclosed a share reduction plan on February 20, 2025 [2]

Core Viewpoint - The company plans to increase its investment in its wholly-owned subsidiary, Halo Microelectronics (Hong Kong) Co., Limited, by USD 30 million to support the development of its smart visual perception business and meet the operational needs of its overseas subsidiaries [1][2]. Group 1: Investment Overview - The investment amount is USD 30 million, which is approximately RMB 215.97 million based on real-time exchange rates [2]. - After the investment, the total investment in Halo Microelectronics will increase from USD 90,001,300 to USD 120,001,300, maintaining a 100% ownership stake [2]. - The decision was approved by the company's board of directors on May 22, 2025, and does not require shareholder approval [2]. Group 2: Subsidiary Information - Halo Microelectronics (Hong Kong) Co., Limited is a limited liability company established on October 4, 2013, and is located in Hong Kong [3][4]. - The company specializes in logistics, procurement, and sales of integrated circuit analog chips [4]. - As of March 31, 2025, the total assets of Halo Microelectronics were RMB 96,535.87 million, with total liabilities of RMB 34,846.93 million and net assets of RMB 61,688.95 million [4]. Group 3: Financial Performance - For the fiscal year 2024, Halo Microelectronics reported a revenue of RMB 53,654.19 million and a net loss of RMB 9,449.41 million [4]. - In the first quarter of 2025, the company generated revenue of RMB 17,924.23 million with a net loss of RMB 998.46 million [4]. Group 4: Impact of Investment - The investment aims to enhance the capital strength of Halo Microelectronics and improve the operational capabilities and sustainable development of the company and its subsidiaries [5]. - The investment will not change the consolidation scope of the financial statements, as Halo Microelectronics remains a wholly-owned subsidiary [5]. - The investment is expected to have no significant adverse impact on the company's financial and operational status [5].

证券代码：688173 证券简称：希荻微 公告编号：2025-045 希荻微电子集团股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度 的提示性公告 股东重庆唯纯企业管理咨询有限公司保证向本公司提供的信息真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少√ | | --- | --- | --- | --- | | 权益变动前合计比例 | 8.99% | | | | 权益变动后合计比例 | 7.92% | | | | 本次变动是否违反已作出的承 | 是□ | 否√ | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否√ | | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | √其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制 ...