芯导科技公告称，公司拟发行可转换公司债券及支付现金购买盛锋、李晖等持有的吉瞬科技100%股权 和瞬雷科技17.15%股权，并募集配套资金，交易完成后将直接/间接持有两公司100%股权。经测算，本 次交易预计构成重大资产重组，不构成重组上市和关联交易。2025年8月3日，相关议案获审议通过。截 至公告披露日，公司持续推进重组事宜，组织中介机构开展工作并与各方沟通。本次交易尚需履行内部 决策程序并获监管机构批准，存在不确定性。 ...

证券代码：688230 证券简称：芯导科技 公告编号：2026-001 上海芯导电子科技股份有限公司 关于选举董事长、董事会各专门委员会委员 及聘任高级管理人员、证券事务代表的公告 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。 上海芯导电子科技股份有限公司（以下简称"公司"）于2025年12月24日召 开2025年第二次临时股东会，选举产生了第三届董事会非独立董事欧新华先 生、袁琼女士、陈敏先生、温礼诚先生和独立董事肖明先生、朱锐先生、王 东海先生，共同组成公司第三届董事会，任期三年，自2026年1月1日起至2028 年12月31日止。 2026年1月4日，公司召开了第三届董事会第一次会议，审议通过了《关 于选举公司第三届董事会董事长的议案》《关于选举公司董事会专门委员会 委员的议案》《关于聘任公司总经理的议案》《关于聘任公司副总经理的议 案》《关于聘任公司财务总监的议案》《关于聘任公司董事会秘书的议案》 《关于聘任公司证券事务代表的议案》。现将具体情况公告如下： 一、选举公司第三届董事会董事长 根据《中华人民共和国公司 ...

Group 1 - The core viewpoint of the news is that Xindao Technology has seen a significant increase in its stock price, rising 1.72% to 73.28 CNY per share, with a total market capitalization of 8.618 billion CNY and a cumulative increase of 8.74% over three days [1] - Xindao Technology, established on November 26, 2009, specializes in the research and sales of power semiconductors, with its main business revenue composition being 90.93% from power devices and 9.07% from power ICs [1] - The company is located in the Shanghai Free Trade Zone and has been publicly listed since December 1, 2021 [1] Group 2 - According to data from the top ten holdings of funds, Huaxia Fund has a significant position in Xindao Technology, with its Huaxia Guozheng 2000 Index Enhanced Fund holding 2,400 shares, representing 0.83% of the fund's net value [2] - The fund has generated a floating profit of approximately 2,976 CNY today and a total of 13,900 CNY during the three-day increase [2] - The Huaxia Guozheng 2000 Index Enhanced Fund was established on May 23, 2023, with a current scale of 17.5028 million CNY and has achieved a year-to-date return of 36.84% [2]

Group 1 - Core viewpoint: Chip导科技 has shown a positive stock performance with a 1.23% increase, reaching a share price of 72.44 yuan, and a total market capitalization of 8.519 billion yuan [1] - Company overview: Shanghai Chip导科技 Co., Ltd. was established on November 26, 2009, and listed on December 1, 2021. The company specializes in the research and sales of power semiconductors, with power devices accounting for 90.93% of its main business revenue and power ICs making up 9.07% [1] Group 2 - Fund holdings: 华夏基金 has a fund that heavily invests in Chip导科技, specifically the 华夏国证2000指数增强发起式A (018292), which held 2,400 shares, representing 0.83% of the fund's net value, ranking as the seventh largest holding [2] - Fund performance: The 华夏国证2000指数增强发起式A fund has achieved a year-to-date return of 36.76%, ranking 1266 out of 4195 in its category, and a one-year return of 32.52%, ranking 1312 out of 4179 [2]

Group 1 - In 2025, mergers and acquisitions (M&A) became a core keyword in the capital market, with significant growth in both the number of cases and transaction scale due to policy relaxation and market demand [1][19] - A total of 2,377 M&A events were disclosed by A-share listed companies in 2025, compared to 2,729 in the previous year, with 71 major restructuring events, up from 52 [1][8] - The capital market's policy focus is on enhancing the quality of listed companies and driving industrial transformation and upgrading [1][4] Group 2 - The A-share IPO market showed strong performance in 2025, with total fundraising reaching 120.5 billion yuan, a year-on-year increase of 96.56%, and 104 companies going public, up 10.64% [4][5] - The semiconductor industry led the fundraising efforts with 22.05 billion yuan, followed by capital goods and automotive sectors, indicating a trend towards financing core segments of the real economy [5][6] - The average fundraising amount for A-share IPOs was 1.16 billion yuan, with 74.04% of companies raising between 0-1 billion yuan, highlighting the dominance of small and medium-sized enterprises in the IPO market [6][5] Group 3 - The Hong Kong IPO market experienced a strong recovery in 2025, with 102 new listings raising a total of 272.48 billion yuan, a 226.62% increase from the previous year, making it the top global IPO market [7] - The majority of IPOs in Hong Kong were driven by companies from mainland China, particularly in the industrial and retail sectors, including electric vehicles and advanced manufacturing [7][8] Group 4 - The M&A market saw a fundamental reshaping of rules in 2025, with new policies facilitating faster approvals and supporting cross-border mergers, which significantly boosted market activity [8][9] - Local governments have also introduced supportive policies for M&A, with some regions offering substantial subsidies to encourage market participation [9][15] - Nearly half of the major M&A cases involved cross-industry mergers, indicating a trend towards resource integration across different sectors [11][14] Group 5 - The investment banking focus has shifted from solely IPOs to a dual-driven model of IPOs and M&A, reflecting changes in market dynamics and regulatory environments [16][18] - The number of newly established M&A funds reached a record high in 2025, indicating a growing interest in M&A activities and a robust pipeline for future transactions [18][19]

Group 1 - The core point of the article highlights the upcoming annual report disclosures for listed companies, with a focus on those expected to show significant performance growth in 2025 [2] - As of December 26, 2023, 34 listed companies in A-shares have forecasted their 2025 annual performance, with 23 companies expecting positive results, representing 67.65% of the total [2] - Key industries showing notable performance growth include semiconductors, consumer electronics, biomedicine, machinery, and new energy [2] Group 2 - Among the companies forecasting net profit growth, 17 companies expect an increase of over 10%, while 11 anticipate over 20%, and 5 expect over 50% [3] - The top three companies in terms of expected net profit growth are Bai Ao Sai Tu, Xi Hua Technology, and Sanhua Intelligent Control, with projected increases of 303.57%, 52.61%, and 50.00% respectively [3] - 14 companies are expected to report net profits exceeding 100 million yuan, with 6 companies surpassing 500 million yuan, and 4 companies exceeding 1.5 billion yuan [3] Group 3 - Leading companies are showing strong performance recovery, with Luxshare Precision expected to achieve a net profit of 165.18 billion to 171.86 billion yuan, reflecting a growth of 23.59% to 28.59% year-on-year [4] - Luxshare attributes its growth to a deepened global strategy and enhanced cost-effective manufacturing solutions, alongside investments in AI, data centers, and emerging fields [4] Group 4 - As the annual report disclosure season approaches, companies with better-than-expected performance are likely to attract market attention, with a focus on sectors like artificial intelligence, semiconductors, robotics, innovative pharmaceuticals, and new energy [5] - Companies that announce significant profit increases early are expected to draw more market funds, particularly industry leaders with high growth forecasts [5]

Group 1 - The National People's Congress Foreign Affairs Committee expressed strong dissatisfaction and opposition to the U.S. "Fiscal Year 2026 National Defense Authorization Act," which includes negative clauses related to China, continuing a trend of portraying a "China threat" and interfering in China's internal affairs [1] - The Ministry of Commerce stated that China is committed to promoting and facilitating compliant trade regarding rare earth magnets, emphasizing the importance of maintaining global supply chain stability [2] - The National Press and Publication Administration approved 144 new domestic online games in December 2025, bringing the total number of approved games for the year to 1,771, the highest in seven years, indicating a robust demand in the gaming industry [3] Group 2 - Major silicon wafer manufacturers have significantly raised their prices, with increases of approximately 12% due to rising upstream silicon material costs, reflecting broader trends in price adjustments across various industries [4] - The Shanghai Stock Exchange released the annual report disclosure schedule, with Chip Guide Technology set to disclose its report on February 3, 2026, leading the list [5] - The National Investment Silver LOF announced a limit on regular investment amounts to 100 yuan due to its market price being significantly higher than its net asset value, aimed at protecting investor interests [6] Group 3 - The current market situation shows that indices have broken through trends without forming a top structure, suggesting a favorable outlook for maintaining positions as the year ends [7] - Shanghai's government issued measures to support the G60 Science and Technology Innovation Corridor, aiming to create a national 6G comprehensive testing base and foster the development of disruptive technologies by 2030 [8] - The National Tobacco Monopoly Administration is seeking to balance supply and demand in the e-cigarette market, implementing strict production scale controls to prevent disorderly competition [9][10]

Group 1 - The Ministry of Commerce of China has expressed strong opposition to the U.S. decision to impose 301 tariffs on certain Chinese semiconductor products, stating that it does not recognize the conclusions of the U.S. investigation and has lodged formal protests through the China-U.S. economic and trade consultation mechanism [1] - The Ministry of Commerce emphasized its commitment to maintaining the stability of global supply chains and facilitating compliant trade, while also addressing the potential relaxation of restrictions on rare earth magnet exports to the U.S. [1] - Regarding TikTok's establishment of a joint venture in the U.S., the Chinese government hopes for a solution that aligns with Chinese laws and regulations while balancing interests [1] Group 2 - The Guotou Silver LOF fund announced a suspension of trading from December 26, 2025, at 10:30 AM due to its market price being significantly higher than its net asset value, which could lead to substantial losses for investors [2] - The fund has set a limit of 100.00 yuan for regular investment amounts in its A-class shares, with changes to large regular investment business starting on December 29, 2025 [2] Group 3 - Xiaomi has officially launched the Xiaomi 17 Ultra, which is the thinnest Ultra model to date at 8.29 mm, priced starting at 6,999 yuan for the 12GB+512GB version, with sales commencing on December 27 [3] Group 4 - The Shanghai Stock Exchange has released the schedule for the annual report pre-disclosure, with Chipway Technology set to disclose its report on February 3, 2026, leading the list [4][5] Group 5 - The National Development and Reform Commission is set to announce the establishment of a "carrier-level" national venture capital guidance fund, which is expected to mobilize nearly 1 trillion yuan in investments focused on hard technology [6] Group 6 - There are rumors regarding Jian Nan Chun's potential acquisition of Shui Jing Fang, but both companies have denied receiving any related acquisition information, indicating that their operations are normal [8] Group 7 - The National Tobacco Monopoly Administration is seeking opinions on a draft notice aimed at promoting supply-demand balance in the e-cigarette market, which includes regulating annual production scales based on market orders [9] Group 8 - Major silicon wafer manufacturers have significantly raised their prices, with increases averaging 12%, attributed to rising costs of upstream silicon materials [10] Group 9 - In December, 144 domestic games were approved, indicating a high level of industry activity, with major companies like Tencent and others receiving approvals [13] - The domestic gaming market is projected to reach 350.79 billion yuan in actual sales revenue by 2025, with a year-on-year growth of 7.68% [13]

Group 1 - The core point of the article is the announcement of the scheduled disclosure dates for the 2025 annual reports of companies listed on the Shanghai Stock Exchange [1] - Chip导科技 will be the first to disclose its annual report on February 3, 2026 [1] - Following Chip导科技, *ST花王 and 尚纬股份 are set to disclose their annual reports on February 13, 2026, and February 14, 2026, respectively [1]

Group 1 - The annual report disclosure schedule for the Shanghai Stock Exchange has been released, with Chipway Technology on the Sci-Tech Innovation Board set to disclose its annual report on February 3, leading the pack [1] - On the main board, *ST Huawang (603007) will be the first to disclose its annual report on February 13, followed by Shangwei Co., Ltd. (603333) on February 14 [1]