Market Overview - The main board saw significant gains with notable stocks such as Huazhu Holdings (+10.11%), Huanrui Century (+10.05%), and Yanhua Intelligent (+10.04%) leading the charge [1] - The ChiNext board also performed well, with Sanwei Tiandi (+20.01%) and Saiwei Electronics (+16.27%) among the top gainers [1] - The Sci-Tech Innovation board experienced similar growth, highlighted by Mingwei Electronics (+20.01%) and Changguang Huaxin (+20.00%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+7.58%) and SW Printed Circuit Boards (+3.64%) [1] Domestic News - Chip-on-Micro's self-developed 350nm stepper lithography machine AST6200 has been shipped to clients after passing rigorous factory testing, tailored for advanced compound semiconductor manufacturing scenarios [1] - Tianfu Communication clarified that rumors regarding a $3 billion order from Google are untrue, emphasizing adherence to regulatory disclosure requirements for significant orders [1] - Hongtai Technology signed a memorandum of cooperation with ADI, integrating ADI's high-performance measurement chips into its new SoC testing platform [1] - ASE Group announced major real estate and expansion decisions, including a purchase of a new factory and collaboration on a technology park [1] Company Announcements - Demingli plans to raise up to 3.2 billion yuan through a private placement, with funds allocated for SSD expansion, DRAM expansion, and a new headquarters project [2] - SIRUI announced a suspension of trading due to plans for a major asset restructuring involving the acquisition of control over Ningbo Aola Semiconductor [2] - Sitaiwei declared a cash dividend of 1.25 yuan per 10 shares based on a total share count of 401,304,700 after accounting for repurchased shares [2] - Zongheng Communication reported the completion of a share reduction by major shareholders, decreasing their combined holding from 31.40% to 30.74% [2] Overseas News - Qualcomm launched its fifth-generation Snapdragon 8 mobile platform, featuring a custom Qualcomm Oryon CPU with a peak frequency of 3.8GHz, achieving a performance increase of 36% and a 76% improvement in web browsing response time [3] - JPR's Q3 2025 market report indicated a 145% quarter-on-quarter increase in global data center GPU shipments, while PC GPU shipments showed modest growth [3] - The ITC initiated a "337 investigation" into specific LCD devices and components, involving several Chinese companies and international firms [3] - GSMA's latest report warned that the mid-band spectrum required for 6G networks will be two to three times the currently available spectrum, urging governments to develop policies to avoid capacity bottlenecks in the 2030s [3]

Core Viewpoint - The company is actively pursuing opportunities in the high-end smartphone market by launching a series of 50 million pixel high-end mobile camera image sensor (CIS) products and innovating with Lofic HDR® 2.0 technology, enhancing imaging performance for smart imaging systems [1] Group 1 - The company has successfully launched a series of 50 million pixel high-end smartphone CIS products [1] - The introduction of Lofic HDR® 2.0 technology significantly improves imaging performance [1] - The company has achieved technological breakthroughs in high-end main cameras and ultra-telephoto products, recently launching a 200 million pixel CIS product [1]

Core Viewpoint - The company, SmartSens Technology (思特威), has successfully developed a 200-megapixel (200Mp) mobile image sensor, demonstrating its commitment to advancing in the high-end smartphone market and showcasing its technological capabilities [2]. Group 1: Product Development - SmartSens has launched a series of 50-megapixel high-end mobile CIS products, indicating its focus on high-end market opportunities [2]. - The company has introduced the Lofic HDR® 2.0 technology, which enhances imaging performance in smart imaging systems [2]. - SmartSens has achieved significant technological breakthroughs in products such as high-end main cameras and ultra-telephoto lenses [2]. Group 2: Market Position - The successful development and certification of the 200Mp mobile image sensor position SmartSens as a competitive player in the high-end smartphone sensor market, potentially addressing concerns about lagging behind competitors like OmniVision [2].

格隆汇11月26日丨思特威(688213.SH)发布2025年前三季度权益分派实施公告,截至本公告披露日，公司 总股本为4.02亿股，扣除回购专用证券账户中股份数53.69万股，本次实际参与分配的股本数为4.01亿 股，以该股本为基数，向全体股东每10股派发现金红利1.25元（含税），以此计算合计拟派发现金红利 5016.31万元（含税）。本次利润分配不送红股，不进行资本公积转增股本。 （原标题：思特威(688213.SH)2025年前三季度权益分派：每股派利0.125元） 本次权益分派股权登记日为：2025年12月2日，除权除息日为：2025年12月3日。 ...

思特威（上海）电子科技股份有限公司 差异化权益分派事项的 北京市汉坤律师事务所上海分所 关于 法律意见书 汉坤（证）字[2025]第 37094-4-O-8 号 中国上海市静安区石门一路 288 号兴业太古汇香港兴业中心二座 33 层 200041 电话：(86 21) 6080 0909；传真：(86 21) 6080 0999 北京 上海 深圳 香港 海口 武汉 新加坡 纽约 硅谷 www.hankunlaw.com 北京市汉坤律师事务所上海分所 法律意见书 北京市汉坤律师事务所上海分所 关于思特威（上海）电子科技股份有限公司 差异化权益分派事项的 法律意见书 汉坤（证）字[2025]第 37094-4-O-8 号 致：思特威（上海）电子科技股份有限公司 北京市汉坤律师事务所上海分所（以下简称"本所"）接受思特威（上海）电 子科技股份有限公司（以下简称"公司"或"思特威"）的委托，根据《中华人民 共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下 简称"《证券法》"）、《上市公司股份回购规则》（以下简称"《回购规则》"）、 《上海证券交易所上市公司自律监管指引第 7 号——回购股份》 ...

证券代码：688213 证券简称：思特威 公告编号：2025-042 思特威（上海）电子科技股份有限公司 2025年前三季度权益分派实施公告 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： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/12/2 | 2025/12/3 | 2025/12/3 | 是否涉及差异化分红送转：是 每股分配比例 每股现金红利0.125元 相关日期 3. 差异化分红送转方案： （1）差异化分红方案 根据公司 2025 年第一次临时股东大会审议通过的《关于 2025 年前三季度利 润分配预案的议案》，公司拟以实施权益分派的股权登记日登记的公司总股本扣减 公司回购专用证券账户中股份为基数，向全体股东每 10 股派发现金红利 1.25 元（含 税），不进行资本公积转增股本，亦不派送红股。 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经思特威（上海）电子科技股份有限公司（以下简称"公 司"）2025 年 11 月 1 ...

Core Viewpoint - The company, Sitwei, has shown significant growth in revenue and net profit for the first nine months of 2025, indicating strong operational performance in the semiconductor industry [2]. Financial Performance - For the period from January to September 2025, Sitwei achieved a revenue of 6.317 billion yuan, representing a year-on-year increase of 50.14% [2]. - The net profit attributable to shareholders reached 699 million yuan, marking a substantial year-on-year growth of 155.99% [2]. Stock Performance - As of November 25, Sitwei's stock price increased by 2.01%, reaching 94.73 yuan per share, with a total market capitalization of 38.066 billion yuan [1]. - Year-to-date, Sitwei's stock has risen by 22.12%, although it has experienced a decline of 15.60% over the past 20 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 18,300, a rise of 38.46% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 27.78% to 17,619 shares [2]. Dividends and Institutional Holdings - Sitwei has distributed a total of 126 million yuan in dividends since its A-share listing [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 11.2342 million shares, an increase of 4.8608 million shares from the previous period [3].

Core Viewpoint - The 22nd China International Semiconductor Expo (IC China 2025) will be held from November 23 to 25, 2025, at the National Convention Center in Beijing, showcasing advancements in the semiconductor industry, particularly in AI chips and advanced manufacturing processes [2][3]. Industry Overview - IC China has been a significant event in the semiconductor industry since 2003, establishing itself as a top-tier industry brand and benchmark [3]. - The expo will focus on the entire integrated circuit industry chain, highlighting the latest technologies, products, and applications, with a theme of "Gathering Strength in Chips, Driving the Future" [4]. Exhibition Details - The expo will feature seven major exhibition areas, including IC design, industry chain, innovative applications, and components, with over 600 exhibitors expected [5]. - Notable companies participating include Yangtze Memory Technologies, Huada Jiutian, and Tongfu Microelectronics, among others [5]. Market Trends - China's semiconductor industry is projected to exceed $180 billion in sales by 2024, with a significant portion of this growth driven by domestic innovation and reduced reliance on imports [6]. - In the first ten months of this year, China's integrated circuit exports reached approximately $161.7 billion, indicating a year-on-year increase of over 23% [6][7]. Growth Projections - The semiconductor industry is expected to experience a dual breakthrough in technology and scale, with a compound annual growth rate (CAGR) of 19.6% in chip design from 2006 to 2025 [13]. - By 2026, the semiconductor industry is anticipated to maintain a CAGR of over 10% [14]. R&D Investments - A-share semiconductor companies are projected to invest over $80 billion in R&D in 2024, with a research intensity exceeding 13% [15]. - The highest growth in revenue from 2021 to 2024 is expected in semiconductor equipment, integrated circuit manufacturing, and discrete devices [15]. Investment Insights - The National Integrated Circuit Industry Investment Fund has significant holdings in 32 companies within the semiconductor industry, with many experiencing substantial increases in financing [17]. - Companies like Shengke Communication and Jiangbolong have seen financing balances increase by over 400% and 350%, respectively, indicating strong investor interest [18]. Stock Performance - Among the 32 companies with National Fund holdings, 12 have seen stock price increases of less than 30% this year, despite significant increases in financing [19]. - Notable companies include Hu Silicon Industry and Tai Ling Microelectronics, with financing balances increasing by over 85% and 187%, respectively [19][20].

（文章来源：证券日报） 证券日报网讯思特威11月18日在互动平台回答投资者提问时表示，公司的业务发展情况请持续关注公司 披露的定期报告及其他临时公告。 ...

Group 1 - The company, Sitwei, stated on November 18 that it will continue to strengthen collaboration to promote the innovation and development of domestic CIS technology [2]