9月11日，晶合集成涨5.13%，截至发稿，报23.36元/股，成交7.46亿元，换手率2.76%，总市值468.63亿 元。 从基金十大重仓股角度 数据显示，国投瑞银基金旗下1只基金重仓晶合集成。国投瑞银上证科创板综合价格指数增强A （023903）二季度持有股数30.67万股，占基金净值比例为1.34%，位居第八大重仓股。根据测算，今日 浮盈赚取约34.97万元。 国投瑞银上证科创板综合价格指数增强A（023903）成立日期2025年4月23日，最新规模1.62亿。成立以 来收益27.7%。 国投瑞银上证科创板综合价格指数增强A（023903）基金经理为殷瑞飞、钱瀚。 截至发稿，殷瑞飞累计任职时间11年354天，现任基金资产总规模33.79亿元，任职期间最佳基金回报 234.4%， 任职期间最差基金回报-22.36%。 钱瀚累计任职时间2年29天，现任基金资产总规模9.36亿元，任职期间最佳基金回报32.2%， 任职期间 最差基金回报-0.16%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为 ...

Core Viewpoint - The company is making significant progress in the development of 28nm OLED display driver chips, with expectations to enter risk mass production by the end of 2025 [1] Group 1 - The company held its semi-annual performance meeting on September 10, 2025 [1] - The board secretary, Zhu Caiwei, provided updates on the company's chip development [1]

中国国际金融股份有限公司 关于合肥晶合集成电路股份有限公司 2025 年半年度持续督导跟踪报告 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）根据《证 券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》等相关规 定，作为合肥晶合集成电路股份有限公司（以下简称"晶合集成"或"公司"）持 续督导工作的保荐机构，针对晶合集成 2025 年 1 月 1 日至 2025 年 6 月 30 日（以 下简称"报告期"）经营情况，出具本持续督导半年度跟踪报告。 一、持续督导工作情况 | 序号 | 工作内容 | 持续督导情况 | | --- | --- | --- | | 1 | 建立健全并有效执行持续督导工作制度，并针对具体 的持续督导工作制定相应的工作计划 | 保荐机构已建立健全并有效执 行了持续督导制度，并制定了相 | | | | 应的工作计划。 | | 2 | 根据中国证监会相关规定，在持续督导工作开始前， | 保荐机构已与晶合集成签订保 | | | 与上市公司或相关当事人签署持续督导协议，明确双 | 荐协议，该协议明确了双方在持 | | | 方在持续督导期间的权利义务，并报上海证券交易所 ...

近日，合肥晶合集成电路股份有限公司（688249.SH，以下简称"晶合集成"）披露的2025年半年度报告显示，2025年上半年，该公司实现营收51.98亿元，同 比增长18.21%；实现归母净利润3.32亿元，同比增长77.61%；经营活动产生的现金流量净额为17.05亿元，同比增长31.65%。 由于各项利润指标增速较上年末骤降，晶合集成盈利能力不足的短板凸显，其2025年上半年净利润率仅为4.46%，较上年末下滑0.75个百分点。受投资活动 现金流出持续高企影响，该公司现金及现金等价物净流出27.23亿元，货币资金余额降至31.04亿元，创近5年新低。 在此背景下，晶合集成开启双线"补血"模式，一边通过股权转让引入ODM巨头华勤技术（603296.SH），另一边计划赴港上市布局海外业务，拓宽融资渠 道。 晶合集成成立于2015年，主要从事12英寸晶圆代工业务及其配套服务，具备显示驱动芯片、CMOS图像传感器芯片、电源管理芯片、微控制器芯片、逻辑芯 片等工艺平台晶圆代工的技术能力和光刻掩模版制造能力，可提供通讯产品、消费电子、汽车、工业等不同领域集成电路晶圆代工服务。 东方金诚在近期的评级报告中指出，晶合集 ...

合肥晶合集成电路股份有限公 年第一次临时股东会会议资料 目 录 议案三 关于公司拟向安徽晶镁及安徽晶瑞出租厂房及厂务配套设施、设备暨关联交易 议案十一 关于提请股东会授权董事会及其授权人士全权处理与本次 H 股股票发行并上 议案十三 关于就公司发行 H 股股票并上市修订《公司章程（草案）》及相关议事规则 合肥晶合集成电路股份有限公司 2025 年第一次临时股东会会议资料 合肥晶合集成电路股份有限公司 为维护广大投资者的合法权益，确保合肥晶合集成电路股份有限公司（以下 简称"公司"或"晶合集成"）股东会的正常秩序和议事效率，保障股东在本次 股东会期间依法行使权利，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 司股东会规则》以及《合肥晶合集成电路股份有限公司章程》（以下简称"《公 司章程》"）、《合肥晶合集成电路股份有限公司股东会议事规则》（以下简称 "《股东会议事规则》"）等相关规定，特制定本会议须知： 一、公司负责本次股东会的议程安排和会务工作，为确认出席会议的股东或 其代理人或其他出席者的出席资格，会议工作人员将对出席会议者的身份进行 ...

合肥晶合集成电路股份有限公司 2025 年第一次临时股东会会议资料 证券代码：688249 证券简称：晶合集成 合肥晶合集成电路股份有限公司 2025 年第一次临时股东会 会议资料 2025 年 9 月 合肥晶合集成电路股份有限公司 2025 年第一次临时股东会会议资料 | | | | 2025 | 年第一次临时股东会会议须知 1 | | --- | --- | | 2025 | 年第一次临时股东会会议议程 3 | | 2025 | 年第一次临时股东会会议议案 6 | | 议案一 | 关于拟注册发行超短期融资券的议案 6 | | 议案二 | 关于公司拟向安徽晶镁转让技术暨关联交易的议案 8 | | 议案三 | 关于公司拟向安徽晶镁及安徽晶瑞出租厂房及厂务配套设施、设备暨关联交易 | | | 的议案 9 | | 议案四 | 关于取消公司监事会、变更经营范围并修订《公司章程》的议案 10 | | 议案五 | 关于修订公司部分治理制度的议案 12 | | 议案六 | 关于公司发行 股股票并在香港联合交易所有限公司上市的议案 H 13 | | 议案七 | 关于公司发行 H 股股票并在香港联合交易所有限公司上市方案的议 ...

Group 1: Industry Overview - The performance of companies in emerging industries, particularly integrated circuits, has shown significant improvement, reflecting the optimization and upgrading of China's economic structure [1] - The number of integrated circuit companies listed on the Sci-Tech Innovation Board has reached 120, accounting for 60% of the total number of A-share companies in this sector [1] - In the first half of the year, these 120 integrated circuit companies achieved a total revenue of 160.04 billion yuan, a year-on-year increase of 24%, and a net profit of 13.1 billion yuan, up 62% [1] Group 2: AI Chip Companies - Companies producing AI computing chips have experienced explosive growth due to the surge in demand for computing power driven by AI technology [2] - For instance, Cambrian Technology Co., Ltd. reported a revenue of 2.881 billion yuan in the first half of the year, a staggering increase of 4,300% year-on-year [2] - Other companies like Haiguang Information Technology Co., Ltd. and Montage Technology Co., Ltd. also reported significant revenue growth of 45% and 58%, respectively [2] Group 3: Consumer Electronics and Chips - The dual drive of national subsidies and AI technology has effectively stimulated the consumer market, leading to a structural recovery in categories like smartphones and tablets [3] - Companies such as Tailing Microelectronics and SmartSens Technology have reported substantial revenue increases of 37.72% and 54.11%, respectively, in the first half of the year [3] - The wearable market's growth has also contributed to the revenue increase for companies like Hengxuan Technology, which saw a 26.58% rise in revenue [3] Group 4: Wafer Manufacturing - The domestic wafer manufacturing sector has shown steady growth, with four major wafer foundry companies achieving a combined revenue of 49.059 billion yuan, a year-on-year increase of 21.80% [4] - SMIC reported a revenue of 32.348 billion yuan, up 23.14%, and a net profit of 1.646 billion yuan, reflecting a 39.76% increase [4] - The capacity utilization rates of these companies are close to full capacity, indicating a robust foundation for industry development [4] Group 5: Mergers and Acquisitions - Leading wafer companies are pursuing growth through mergers and acquisitions to enhance their production capacity and technological capabilities [5][6] - For example, Huahong Semiconductor plans to acquire Shanghai Huahong Microelectronics, which is expected to add 38,000 pieces per month of new capacity [6] - Chip Alliance's acquisition of a minority stake in a related company is also aimed at strengthening its service capabilities in emerging markets like new energy vehicles [6] Group 6: Equipment and Materials - The semiconductor equipment sector continues to experience high demand driven by domestic substitution and technological breakthroughs [7] - Companies like Zhongwei Semiconductor Equipment and Shenzhen Zhongke Feicai Technology reported significant revenue growth, with Zhongwei's sales reaching approximately 3.781 billion yuan, a 40.12% increase [7] - The materials segment also saw positive performance, with leading companies like Anji Microelectronics achieving revenue growth of 43.17% [7]

Core Insights - The performance of companies in the integrated circuit sector on the STAR Market has shown significant growth, reflecting the optimization and upgrading of China's economic structure [1] - The demand for AI computing power has surged, leading to substantial growth in general-purpose chips such as servers and CPUs [1][2] Group 1: Integrated Circuit Companies - A total of 120 integrated circuit companies on the STAR Market achieved a combined revenue of 160.04 billion yuan in the first half of the year, representing a year-on-year growth of 24% [1] - The net profit attributable to shareholders reached 13.1 billion yuan, with a year-on-year increase of 62% [1] - The second quarter saw a revenue and net profit growth of 17% and 72% respectively, indicating a robust recovery [1] Group 2: AI Chip Companies - Companies like Cambricon Technologies reported a revenue of 2.881 billion yuan in the first half of the year, a staggering increase of 4,300% year-on-year [2] - Haiguang Information Technology achieved a revenue of 5.464 billion yuan and a net profit of 1.201 billion yuan, with year-on-year growth rates of 45% and 41% respectively [2] - Advanced packaging companies such as Yongxi Electronics saw a revenue increase of 23.37% and a net profit surge of 150.45% [2] Group 3: Audio and Imaging Companies - TaiLing Microelectronics reported a revenue of 503 million yuan, a year-on-year increase of 37.72%, and a net profit of 101 million yuan, up 274.58% [3] - STMicroelectronics achieved a revenue of 3.786 billion yuan and a net profit of 397 million yuan, with year-on-year growth of 54.11% and 164.93% respectively [3] - Hengxuan Technology's revenue reached 1.938 billion yuan, growing 26.58% year-on-year, with a net profit increase of 106.45% [3] Group 4: Wafer Manufacturing Companies - The four wafer foundry companies on the STAR Market achieved a combined revenue of 49.059 billion yuan, a year-on-year growth of 21.80%, and a net profit of 2.537 billion yuan, up 55.89% [4] - SMIC reported a revenue of 32.348 billion yuan, a 23.14% increase, and a net profit of 1.646 billion yuan, growing 39.76% [4] - Hefei Integrated Circuit's revenue and net profit reached 5.198 billion yuan and 332 million yuan, with year-on-year growth of 18.21% and 77.61% respectively [4] Group 5: Mergers and Acquisitions - Leading wafer companies are pursuing mergers and acquisitions to enhance growth and acquire quality capacity and technology [5][6] - Huahong Semiconductor plans to integrate Shanghai Huahong Microelectronics, which is expected to add 38,000 pieces/month of new capacity [6] - Chip Alliance's acquisition of minority stakes in Xinchuan Integrated Circuit Manufacturing is expected to enhance service capabilities in emerging markets like new energy vehicles [6] Group 6: Equipment and Materials Sector - The semiconductor equipment sector continues to thrive due to strong domestic substitution demand and technological breakthroughs [7] - Companies like Zhongwei Semiconductor Equipment reported a revenue increase of approximately 40.12% to 3.781 billion yuan [7] - The materials segment also showed strong growth, with leading companies like Anji Microelectronics achieving a revenue increase of 43.17% [7]

Core Viewpoint - The company will hold an investor briefing to discuss its 2025 semi-annual performance and financial indicators, allowing for interactive communication with investors [2][3][4]. Group 1: Meeting Details - The investor briefing is scheduled for September 10, 2025, from 15:00 to 17:00 [4]. - The meeting will be conducted in an online text interaction format [3][4]. - Investors can submit questions until September 9, 2025, at 16:00 through the Shanghai Stock Exchange Roadshow Center or via the company's email [2][4]. Group 2: Participants - Key participants include the Chairman, Cai Guozhi, and other board members such as Zhu Caiwei, the Secretary of the Board and Financial Officer, and independent director An Guangshi [5]. Group 3: Additional Information - After the investor briefing, participants can access the meeting's details and main content through the Shanghai Stock Exchange Roadshow Center [6].

Core Viewpoint - The company will participate in the 2025 semi-annual performance briefing to provide insights into its operational results and financial status for the first half of 2025 [2][3]. Group 1: Meeting Details - The meeting is scheduled for September 10, 2025, from 15:00 to 17:00 [1][2]. - It will be conducted in an online text interaction format [2][3]. - Investors can log in to the Shanghai Stock Exchange Roadshow Center to participate [2][3]. Group 2: Participation and Contact Information - Key participants include the Chairman, the Secretary of the Board, the Financial Officer, and an Independent Director [3]. - For inquiries, investors can contact the Securities Affairs Department via phone or email [3].