Market Performance - The semiconductor sector increased by 1.32% on November 28, with Xidian Micro leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Top Gainers in Semiconductor Sector - Xidian Micro (688173) closed at 17.48, up 14.62%, with a trading volume of 492,500 shares and a transaction value of 840 million [1] - Jinghe Integrated (688249) closed at 31.80, up 10.42%, with a trading volume of 697,000 shares and a transaction value of 2.171 billion [1] - Huicheng Co. (688403) closed at 15.17, up 9.37%, with a trading volume of 611,400 shares and a transaction value of 916 million [1] Top Losers in Semiconductor Sector - Hengkun New Materials (688727) closed at 49.21, down 3.66%, with a trading volume of 129,100 shares and a transaction value of 644 million [2] - Mingwei Electronics (e88eaa) closed at 49.78, down 3.51%, with a trading volume of 81,600 shares and a transaction value of 409 million [2] - Dongxin Co. (688110) closed at 130.00, down 3.00%, with a trading volume of 471,700 shares and a transaction value of 6.062 billion [2] Capital Flow in Semiconductor Sector - The semiconductor sector saw a net inflow of 294 million from institutional investors, while retail investors contributed a net inflow of 725 million [2] - Speculative funds experienced a net outflow of 1.019 billion [2] Individual Stock Capital Flow - Demingli (001309) had a net inflow of 4.30 billion from institutional investors, while speculative funds saw a net outflow of 2.86 billion [3] - Jinghe Integrated (688249) had a net inflow of 1.98 billion from institutional investors, but a net outflow of 209 million from retail investors [3] - Jiangbolong (301308) recorded a net inflow of 160 million from institutional investors, with a net outflow of 187 million from speculative funds [3]

Core Viewpoint - The article highlights the strong performance of various sectors in the stock market, particularly commercial aerospace, lithium battery, and semiconductor industries, driven by significant developments and market trends. Group 1: Commercial Aerospace - The commercial aerospace sector experienced a surge, with stocks like Qian Zhao Guang Dian and Tong Yu Communication hitting the daily limit [5][6] - Beijing plans to build a large-scale data center system in the 700-800 km orbit, aiming to enhance AI computing power in space [9] - The National Space Administration has issued a plan to promote high-quality and safe development in commercial aerospace from 2025 to 2027, focusing on satellite data utilization [9][10] - The commercial aerospace market in China is projected to grow from approximately 0.38 trillion yuan in 2015 to 2.3 trillion yuan by 2024, with a compound annual growth rate of about 22% [11] Group 2: Lithium Battery - The lithium battery sector saw renewed strength, with stocks like Hai Ke Xin Yuan and Tian Li Lithium Energy leading the gains [12][13] - Battery-grade EC prices increased from 5200 yuan/ton to 5900 yuan/ton, marking a 25% rise this month [17] - The development of solid-state batteries is highlighted as a key driver for the future of the new energy vehicle industry, with the first large-capacity production line already established [17] Group 3: Semiconductor - The semiconductor industry showed strong performance, with companies like Xi Di Wei and Wei Dao Nano seeing significant stock increases [18][20] - A report indicates that global wafer foundry revenue is expected to reach $199.4 billion by 2025, with a compound annual growth rate of 14.3% from 2025 to 2030 [21] - The demand for semiconductors is improving, particularly in AI servers and consumer electronics, with expectations for continued growth in November [21]

Group 1 - Tianyue Advanced increased by over 9% [1] - Jingyi Equipment and Shenkong Co., Ltd. rose by over 7% [1] - Crystal Integrated, Tuojing Technology, and Weidao Nano also saw gains [1]

Group 1 - The semiconductor sector showed strength on November 28, 2025, with the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index rising by 1.22% [1] - Key stocks such as Jinghe Integrated rose by 11.32%, Tuojing Technology by 6.55%, and Tianyue Advanced by 6.13% [1] - The Chinese semiconductor industry is expected to see the chip design sector exceed 1 trillion yuan by 2030, indicating strong long-term growth potential [1] Group 2 - Dongguan Securities forecasts that artificial intelligence will remain the main innovation line in the technology sector through 2026, benefiting multiple segments including computing power, storage, equipment, and advanced packaging [1] - The top ten weighted stocks in the Sci-Tech Innovation Board Chip Index account for 60.55% of the index, with major companies including Haiguang Information, Cambricon, and SMIC [1] Group 3 - The Sci-Tech Chip ETF (588200) tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index, providing a convenient tool for investing in the chip sector [2] - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF Linked Fund (017470) [3]

Core Viewpoint - The company has completed the registration of the first vesting period of its 2023 restricted stock incentive plan, with a total of 1,456,540 shares to be listed for trading on November 26, 2025 [4][12]. Group 1: Stock Listing and Incentive Plan - The stock listing type is for equity incentive shares, with a total of 1,456,540 shares to be listed [2][3]. - The company has received the necessary approvals and completed the decision-making process for the 2023 restricted stock incentive plan [4][5][7]. - The first vesting period of the incentive plan has been confirmed, with 332 eligible participants after one participant forfeited 6,000 shares [10][11]. Group 2: Shareholder and Financial Impact - Following the vesting, the company's total share capital will increase from 2,006,135,157 shares to 2,007,591,697 shares, resulting in a dilution of existing shareholders' stakes [16][17]. - The impact on the company's recent financial report indicates that the basic earnings per share will be diluted, but the overall financial condition and operating results will not be significantly affected [18].

证券代码：688249 证券简称：晶合集成 公告编号：2025-072 合肥晶合集成电路股份有限公司 关于 2023 年限制性股票激励计划首次授予部分第一个 归属期归属结果暨股份上市公告 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。 重要内容提示： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 1,456,540股。 本次股票上市流通总数为1,456,540股。 本次股票上市流通日期为2025 年 11 月 26 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司相关业务规定，合肥晶合集成电路股份有限公司（以下简称"公 司"）于近日收到中国证券登记结算有限责任公司上海分公司出具的《证券变更登 记证明》，公司完成了 2023 年限制性股票激励计划（以下简称"本激励计划"）首 次授予部分第一个归属期的股份登记工作。现将有关情况公告如下： 一、本激励计划已履行的决策程序和信息披露情况 （一）2023 年 8 月 14 日，公司召开第一届董事会第十九次会议，审议通过了 《 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688249 证券简称：晶合集成 公告编号：2025-071 本次投资者说明会以网络文字互动形式召开，公司将针对2025年第三季度的经营成果及财务指标的具体 情况与投资者进行互动交流和沟通，在信息披露允许的范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、方式 合肥晶合集成电路股份有限公司 关于召开2025年第三季度业绩说明会的公告 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。 重要内容提示： ● 投资者可在2025年11月27日（星期四）16:00前通过邮件、电话等形式将需要了解和关注的问题提前 提供给公司。公司将在业绩说明会文字互动环节对投资者普遍关注的问题进行回答。 合肥晶合集成电路股份有限公司（以下简称"公司"）已于2025年10月30日披露公司2025年第三季度报 告，为便于广大投资者更全面深入地了解公司2025年第三季度的经营成果、财务状况，公司计划于2025 年11月28日（星期五）下午15:00-16:00以网络文字互动形式召开202 ...

投资者可在 2025 年 11 月 27 日（星期四）16:00 前通过邮件、电话等形式 将需要了解和关注的问题提前提供给公司。公司将在业绩说明会文字互动环节对投 资者普遍关注的问题进行回答。 证券代码：688249 证券简称：晶合集成 公告编号：2025-071 合肥晶合集成电路股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 重要内容提示： 合肥晶合集成电路股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日披露公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度的经营成果、财务状况，公司计划于 2025 年 11 月 28 日（星期五）下 午 15:00-16:00 以网络文字互动形式召开 2025 年第三季度业绩说明会，欢迎广大投 资者积极参与。 一、说明会类型 本次投资者说明会以网络文字互动形式召开，公司将针对 2025 年第三季度的 经营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披 ...

Group 1 - The 22nd China International Semiconductor Expo (IC China 2025) will be held from November 23 to 25 in Beijing, aligning with the start of the "14th Five-Year Plan" and emphasizing technological innovation and supply chain security [1] - The rapid development of strategic emerging industries such as digital economy, artificial intelligence, and smart connected vehicles will create unprecedented application scenarios and market space for domestic chips, driving technological upgrades and industrial cycles [1] - The semiconductor industry in China is expected to enter a new phase of high-quality development characterized by independent innovation and supply chain security under national strategic guidance during the "14th Five-Year Plan" period [1] Group 2 - The demand for AI continues to be strong, leading to a trend of supply shortages and price increases in storage chips and certain passive components [1] - The current market underestimates the scope and sustainability of demand for domestic computing and storage capabilities driven by AI, suggesting a focus on the electronics sector at this time [1] - The electronic ETF (515260) saw a peak increase of 1.57% on November 18, reflecting positive market sentiment towards the sector with a net inflow of 5.1 million yuan over two days [2] Group 3 - Key stocks in the electronic sector include Northern Huachuang, which rose over 6%, and other companies like Tuo Jing Technology and Zhongwei Company, which also saw significant gains [4][5] - The electronic ETF (515260) tracks the electronic 50 index, heavily investing in semiconductor and consumer electronics industries, and is expected to benefit from national policies supporting the semiconductor industry [6]

公司于 2025 年 10 月 30 日至 2025 年 11 月 9 日在公司内部对本激励计划预 留授予激励对象的姓名和职务进行了公示，公示期间共 11 天，公司员工可在公 1 示期限内向董事会薪酬与考核委员会提出反馈意见。 截至公示期满，公司董事会薪酬与考核委员会未收到任何公司员工对本次预 留授予激励对象提出的异议。 证券代码：688249 证券简称：晶合集成 公告编号：2025-070 合肥晶合集成电路股份有限公司 董事会薪酬与考核委员会关于公司 2025 年限制性股 票激励计划预留授予激励对象名单的公示情况说明 及核查意见 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。 合肥晶合集成电路股份有限公司（以下简称"公司"）于 2025 年 10 月 29 日召开了第二届董事会第二十七次会议，审议通过了《关于向 2025 年限制性股 票激励计划激励对象授予预留部分限制性股票的议案》，根据《上市公司股权激 励管理办法》（以下简称"《管理办法》"）、《上海证券交易所科创板股票上市规则》 （以下简称"《上市规则》"）、《科创板 ...