Group 1 - The core transaction involved 155,000 shares of Gallen Electronics, with a total transaction value of 5.0313 million yuan, representing 1.8% of the total trading volume for the day [1] - The transaction price was 32.46 yuan, which is a discount of 10.01% compared to the market closing price of 36.07 yuan [1] Group 2 - The transaction occurred on September 15, 2025, under the stock code 688206 [2] - The transaction amount was 259.68 million yuan with a volume of 8, while another transaction recorded 243.45 million yuan with a volume of 7.5 [2]

Group 1 - The core viewpoint of the news is that Gaolun Electronics has seen a significant stock price increase of 5.05%, reaching 34.98 CNY per share, with a total market capitalization of 15.223 billion CNY [1] - Gaolun Electronics, established on March 18, 2010, and listed on December 28, 2021, is located in the China (Shanghai) Free Trade Zone and specializes in providing EDA products and solutions widely validated by leading global integrated circuit design and manufacturing companies [1] - The company's main business revenue composition includes EDA tool licensing at 67.95%, technical development solutions at 21.23%, semiconductor device characteristic testing systems at 10.63%, and other supplementary services at 0.18% [1] Group 2 - From the perspective of fund holdings, one fund under Xinghe Fund has a significant position in Gaolun Electronics, with the Xinghe Advanced Manufacturing Mixed Fund A (018876) holding 55,000 shares, accounting for 3.26% of the fund's net value, ranking as the ninth largest holding [2] - The Xinghe Advanced Manufacturing Mixed Fund A (018876) was established on August 8, 2023, with a latest scale of 23.9524 million CNY, achieving a year-to-date return of 40.6% and a one-year return of 95.99% [2] - The fund manager, Liang Chenxing, has been in position for 2 years and 35 days, with the fund's total asset scale at 55.4064 million CNY, achieving a best return of 70.49% and a worst return of 4.9% during his tenure [3]

Group 1 - The core viewpoint of the news is that Gaolun Electronics has seen a significant increase in its stock price, rising by 5.05% to reach 34.98 CNY per share, with a total market capitalization of 15.223 billion CNY [1] - Gaolun Electronics, established on March 18, 2010, and listed on December 28, 2021, is located in the China (Shanghai) Free Trade Zone and specializes in providing EDA products and solutions widely validated by leading global integrated circuit design and manufacturing companies [1] - The company's main business revenue composition includes EDA tool licensing at 67.95%, technical development solutions at 21.23%, semiconductor device characteristic testing systems at 10.63%, and other supplementary services at 0.18% [1] Group 2 - From the perspective of the top circulating shareholders, the Noan Fund has reduced its holdings in Gaolun Electronics, specifically the Noan Optimized Allocation Mixed A Fund, which decreased its shares by 136.1 thousand to hold 533.1 thousand shares, representing 1.23% of the circulating shares [2] - The Noan Optimized Allocation Mixed A Fund, established on September 20, 2018, has a latest scale of 1.057 billion CNY and has achieved a year-to-date return of 17.28%, ranking 4253 out of 8177 in its category [2] - The fund has also seen a one-year return of 86.38%, ranking 552 out of 7982, and a cumulative return since inception of 109.01% [2]

Group 1 - The semiconductor stocks in the A-share market have shown strong performance, with notable gains in several companies [1] - Saiwei Microelectronics (688325) reached a 20% limit up, with a total market value of 5.795 billion and a year-to-date increase of 38.47% [2] - New Xiangwei (688593) rose over 17%, with a market capitalization of 9.011 billion and a year-to-date increase of 7.16% [2] - Yuanjie Technology (688498) increased by 16%, boasting a market value of 33.4 billion and a remarkable year-to-date increase of 189.68% [2] - Jietek (688141) saw a gain of over 13%, with a market capitalization of 23.4 billion and a year-to-date increase of 71.28% [2] - Gai Lun Electronics (688206) rose by over 8%, with a market value of 16.7 billion and a year-to-date increase of 102.65% [2] - Haiguang Information (688041), Changguang Huaxin (688048), and Dongxin Co. (688110) also experienced gains exceeding 7% [1][2]

Group 1 - Chip stocks experienced fluctuations but showed strength during trading, with notable gains in several companies [1] - Saiwei Microelectronics reached the daily limit increase, while New Xiang Microelectronics approached the limit [1] - Companies such as Gelun Electronics, Wantong Development, Haiguang Information, and Yutai also reported significant upward movements [1]

Group 1 - The semiconductor sector in the A-share market has shown strong performance, with several stocks experiencing significant gains [1] - Saiwei Microelectronics reached a 20% limit up, indicating strong investor interest and confidence [1] - Other notable performers include New Xiang Micro, which rose over 17%, Yuanjie Technology with a 16% increase, and Jiehuate with more than a 13% gain [1] Group 2 - Additional stocks that performed well include Galun Electronics with an increase of over 8%, and Haiguang Information, Changguang Huaxin, and Dongxin Co., which all rose by more than 7% [1]

Market Overview - On September 10, the software development sector rose by 0.52% compared to the previous trading day, with Sitergy leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Gainers in Software Development Sector - Sitergy (300608) closed at 13.29, up 6.58% with a trading volume of 258,500 shares and a transaction value of 338 million yuan [1] - Galun Electronics (688206) closed at 35.38, up 6.25% with a trading volume of 99,100 shares and a transaction value of 347 million yuan [1] - Digital Certification (300579) closed at 37.64, up 5.11% with a trading volume of 135,100 shares and a transaction value of 504 million yuan [1] - Other notable gainers include Silverjet (300085) up 4.70% and Zhiyuan Interconnection (688369) up 4.29% [1] Top Losers in Software Development Sector - Ambotong (688168) closed at 100.00, down 6.63% with a trading volume of 38,900 shares [2] - Shimu Information (002153) closed at 10.68, down 4.64% with a trading volume of 628,300 shares and a transaction value of 679 million yuan [2] - Xinan Century (688201) closed at 14.56, down 3.89% with a trading volume of 173,500 shares and a transaction value of 253 million yuan [2] Capital Flow Analysis - The software development sector saw a net inflow of 153 million yuan from institutional investors, while retail investors experienced a net outflow of 411 million yuan [2][3] - Notable net inflows from institutional investors include Sitergy (300608) with 47.68 million yuan and Digital Certification (300579) with 47.55 million yuan [3] - Conversely, significant net outflows from retail investors were observed in Sitergy (300608) with -44.60 million yuan and Digital Certification (300579) with -51.92 million yuan [3]

（文章来源：证券日报） 证券日报网讯 9月8日晚间，概伦电子发布公告称，公司2025年第三次临时股东会于2025年9月8日召 开，审议通过了《关于参与投资私募基金暨关联交易的议案》等多项议案。 ...

证券代码：688206 证券简称：概伦电子 公告编号：2025-059 （二） 股东会召开的地点：：上海市浦东新区秋月路 26 号矽岸国际 4 号楼 9 层公司会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 119 | | --- | --- | | 普通股股东人数 | 119 | | 2、出席会议的股东所持有的表决权数量 | 301,237,780 | | 普通股股东所持有表决权数量 | 301,237,780 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 69.4291 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 69.4291 | 上海概伦电子股份有限公司 2025年第三次临时股东会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 9 月 ...

上海市锦天城律师事务所 关于上海概伦电子股份有限公司 2025 年第三次临时股东会的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所法律意见书 上海市锦天城律师事务所 关于上海概伦电子股份有限公司 基于上述，本所律师按照律师行业公认的业务标准、道德规范和勤勉尽责精 神，对与出具本法律意见书有关的资料和事实进行了核查和验证，现发表法律意 见如下： 2025 年第三次临时股东会的 法律意见书 致：上海概伦电子股份有限公司 上海概伦电子股份有限公司（以下简称"公司"）2025 年第三次临时股东 会于 2025 年 9 月 8 日（星期一）14 点在上海市浦东新区秋月路 26 号矽岸国际 4 号楼 9 层公司会议室如期召开。上海市锦天城律师事务所经公司聘请委派周源、 俞凯律师列席现场会议，根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《上市公司股东会规则》（以下简称"《股东会规则》"）等法律法规、其他规 范性文件以及《上海概伦电子股份有限公司公司章程》（以下简称 ...