Summary of Key Points Core Viewpoint - On January 5, a total of 44 stocks were involved with institutional investors, with 19 stocks showing net buying and 25 stocks showing net selling [1]. Institutional Buying - The top three stocks with the highest net buying by institutions were: - BlueFocus: Net buying amount of 186.29 million yuan, with a daily increase of 19.97% [2] - Haike New Source: Net buying amount of 117.24 million yuan, with a daily increase of 6.35% [2] - Dongwei Semiconductor: Net buying amount of 109.60 million yuan, with a daily increase of 20.00% [2] Institutional Selling - The top three stocks with the highest net selling by institutions were: - Wuzhou Xinchun: Net selling amount of 221 million yuan [1] - Zhongchao Holdings: Net selling amount of 220 million yuan [1] - Salt Lake Co.: Net selling amount of 155.81 million yuan [3]

东微半导今日20cm涨停，成交额11.51亿元，换手率10.07%，盘后龙虎榜数据显示，沪股通专用席位买 入5238.73万元并卖出4544.08万元，1家机构专用席位净买入1.41亿元，有1家机构专用席位净卖出 3096.09万元。 ...

1月5日上午，A股三大股指高开高走，沪指重返4000点，超4000只个股上涨，近百只个股涨停。截至午间收盘，沪指报4011.45点，涨1.07%，深证成指涨 1.87%，创业板指涨2.15%。 沪深两市半日成交额达1.64万亿元，较上个交易日放量3238亿元。个股涨多跌少，全市场共4064只个股上涨，99只个股涨停，有1236只个股下跌。 从板块看，保险、医疗器械、半导体、游戏等板块涨幅居前，脑机接口概念股大涨；石油天然气、旅游酒店等板块跌幅居前，海南自贸港概念股持续下 挫。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 脑机接口 | 医疗器械 | 保险 | CRO | 存储器 | 保险 | 医疗保健 | 生物科技 | 半导体 | 电脑硬件 | | 9.37% | 6.26% | 5.84% | 5.40% | 5.34% | 5.69% | 4.80% | 3.97% | 3.61% | 3.48% | | 医疗服务 | 创新药 | 基因检 ...

Core Viewpoint - The semiconductor industry is experiencing a significant upward trend, with various sectors such as equipment, materials, and wafer foundry showing strong performance, particularly on January 5th, where several stocks saw substantial gains [1][2]. Group 1: Stock Performance - Dongwei Semiconductor led the semiconductor sector with a rise of nearly 19%, while other stocks like Qiangyi and Xidian also saw increases of over 17% and 14% respectively [1][2]. - Qiangyi, which went public on December 30, 2025, at an issue price of 85.09 CNY per share, has surged to 301 CNY, representing an increase of nearly 254% [2]. Group 2: Corporate Developments - Zhongwei Company announced a plan to acquire 64.69% of Hangzhou Zhonggui Electronics through a share issuance and cash payment, and resumed trading on January 5th [3]. - Huahong Company released a draft for acquiring 97.5% of Huali Micro through share issuance, while SMIC disclosed a plan to acquire 49% of its subsidiary, SMIC North [3]. Group 3: Industry Outlook - Dongwei Semiconductor's stock performance is attributed to its involvement in brain-machine interfaces, humanoid robots, and the mass production of SiC devices [4]. - The semiconductor market is projected to reach a size of 975.46 billion USD in 2026, reflecting a year-on-year growth of 26.3% [4]. - The global semiconductor equipment manufacturing sales are expected to continue growing, with projections of 145 billion USD in 2026 and 156 billion USD in 2027 [4].

证券之星消息，12月29日半导体板块较上一交易日上涨0.25%，东微半导领涨。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。半导体板块个股涨跌见下表： 从资金流向上来看，当日半导体板块主力资金净流出44.58亿元，游资资金净流入5.3亿元，散户资金净流 入39.29亿元。半导体板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688261 | 东微半导 | 80.29 | 12.62% | 11.26万 | | 8.78亿 | | 688711 | 宏微科技 | 31.08 | 8.90% | 27.53万 | | 8.32亿 | | 688372 | 伟测科技 | 110.51 | 6.91% | ● 8.81万 | | 9.78亿 | | 688498 | 源杰科技 | 684.40 | 6.60% | - 4.94万 | | 33.37亿 | | 688521 | 心原股份 | 135.20 | 5 ...

Group 1 - The core viewpoint of the article highlights the active performance of semiconductor stocks in the A-share market, driven by the launch of the National Venture Capital Guidance Fund, which is expected to mobilize trillions in funding for early-stage projects in integrated circuits and artificial intelligence [2][3]. - The semiconductor index saw a rise of over 1.5%, with individual stocks like Maiwei Co. hitting a 20% limit up, and other companies such as Dongwei Semiconductor and Cambricon also experiencing significant gains [3]. - The National Venture Capital Guidance Fund aims to attract diverse investments from local governments, central enterprises, financial institutions, and private capital, focusing on strategic emerging industries and future industries [3]. Group 2 - In the South Korean stock market, major chip manufacturers like SK Hynix and Samsung Electronics have seen their stock prices rise significantly, with SK Hynix increasing by over 6% and Samsung Electronics by over 2% [4]. - The global semiconductor market is projected to reach $659.1 billion in 2024, reflecting a 20% year-on-year growth, with integrated circuits making up the largest share at 73.9% [6]. - Investment opportunities are emerging in the domestic semiconductor industry, particularly in third-generation semiconductor materials, computing chips, and RF communication chips, driven by national policies and international dynamics [6][7].

苏州城东，独墅湖畔，一场围绕微观世界的宏大产业叙事正澎湃展开。 作为中国改革开放的重要窗口，苏州工业园区将视野投向决定未来竞争高度的核心领域——半导体产 业，以近20年的精耕细作，构建起从设计、制造到封测、材料设备的完整产业链，成为我国半导体产业 资源集聚度最高、产业化程度最好的区域之一。 "还记得刚来的时候，这里还是一片芦苇荡，如今郁郁葱葱的产业森林已拔地而起。"苏州纳米科技发展 有限公司董事长张淑梅的感慨，将这片土地的起点与变迁娓娓道来。其发展脉络，清晰映射出中国在新 一代半导体领域从追赶到领跑的奋进征程。 时值初冬，苏州纳米城研发楼外暖阳轻抚，楼侧的洁净厂房则处于严格的恒温恒湿管控之下。实验区域 内，技术人员身着标准蓝色无尘服，通过隔离手套窗全神贯注地开展设备操作；扫描电镜下，芯片晶圆 表面的纳米级电路纹路清晰可辨，结构精密如微缩城区。这一幕幕，犹如庞大产业网络中的一个精密节 点，在无声中为苏州工业园区的半导体脉搏提供着动力。 2010年，园区在全国率先将纳米技术应用列为战略性新兴产业，而2013年正式投用的苏州纳米城，则从 此以十年如一日的恒心，肩负起平台搭建、生态培育的多重使命，将以第三代半导体为核 ...

Core Viewpoint - The semiconductor sector in A-shares is experiencing significant activity, driven by the launch of the National Venture Capital Guidance Fund, which is expected to mobilize trillions in funding for early-stage projects in integrated circuits and artificial intelligence [1][3]. Group 1: Market Activity - A-shares semiconductor stocks have shown notable movements, with companies like Maiwei Co., Ltd. hitting a 20% limit up [1][3]. - The semiconductor index rose over 1.5% on December 29, with individual stocks such as Maiwei Co., Ltd. and Dongwei Semiconductor seeing substantial gains [3]. - Korean chip giants SK Hynix and Samsung Electronics have also seen their stock prices rise, contributing to positive sentiment in the A-share semiconductor market [4]. Group 2: National Policy Impact - The National Venture Capital Guidance Fund was officially launched on December 26, aiming to attract a wide range of investments from local governments, central enterprises, financial institutions, and private capital, targeting a total fund size of one trillion yuan [3]. - The fund will focus on early-stage projects in strategic emerging industries, including integrated circuits and artificial intelligence, to enhance innovation and productivity [3]. Group 3: Industry Growth Projections - According to Statista Market Insights, the global semiconductor market is projected to reach $659.1 billion in 2024, representing a 20% year-on-year increase, with integrated circuits accounting for 73.9% of the market [6]. - The fastest growth is expected in AI chips, with a projected increase of 49.3% [6]. - Investment opportunities are anticipated in third-generation semiconductor materials, computing chips, and RF communication chips, driven by domestic policy and international dynamics [7].

一、本次变更签字注册会计师的基本情况 证券代码：688261 证券简称：东微半导 公告编号：2025-058 苏州东微半导体股份有限公司 关于变更签字注册会计师的公告 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。 苏州东微半导体股份有限公司（以下简称"公司"）已分别于 2025 年 7 月 15 日和 2025 年 8 月 1 日召开第二届董事会第十二次会议和第二届监事会第十二 次会议、2025 年第一次临时股东会，审议通过了《关于变更会计师事务所的议 案》，同意聘任致同会计师事务所（特殊普通合伙）（以下简称"致同"）担任公 司 2025 年度财务报告审计和内部控制审计机构，具体内容详见公司分别于 2025 年 7 月 17 日、2025 年 8 月 2 日在上海证券交易所网站（www.sse.com.cn）披露 的《苏州东微半导体股份有限公司关于变更 2025 年度审计机构的公告》（公告编 号：2025-027）、《苏州东微半导体股份有限公司 2025 年第一次临时股东会决议 公告》（公告编号：2025-034）。 近 ...

Group 1 - *ST Dongyi's restructuring plan has been approved by the court, marking the end of its restructuring process and entering the execution phase, which is expected to improve the company's financial structure and promote sustainable development [1] - Guankang Technology is planning to acquire at least 60% of Liaojing Electronics' shares, leading to a suspension of trading starting December 22, 2025, due to uncertainties surrounding the transaction [2] - Zhuoran Co. and its actual controller are under investigation for suspected violations of information disclosure laws, but the company's operations remain normal during this period [3] Group 2 - China Shenhua plans to issue A-shares and pay cash to acquire assets from its controlling shareholder, with a total transaction value of 133.598 billion yuan, which will significantly enhance its coal resource reserves and production capacity [5] - Bohai Chemical has decided to terminate its major asset restructuring plan due to a lack of agreement on key terms, with trading resuming on December 22, 2025 [6] - Jinshi Resources intends to acquire a 15.7147% stake in Noah Fluorine Chemical for approximately 256.94 million yuan, which will strengthen its position in the fluorine chemical sector [8] Group 3 - Qingdao Port plans to invest 9.097 billion yuan in the construction of a container terminal, with an expected internal rate of return of 8.15% [13] - Tianchuang Fashion is undergoing a potential change in control, leading to a suspension of its stock starting December 22, 2025, for a maximum of two trading days [12] - Deyu Water Conservancy has won a bid for a significant irrigation project in Guangxi, with a contract value of 1 billion yuan, which is expected to positively impact future earnings [15] Group 4 - The stock of Guizhou Bailin will be suspended for one day starting December 22, 2025, due to an administrative penalty notice, and will resume trading under the name "ST Bailin" [20] - *ST Weihai's stock will also be suspended for one day and will resume trading on December 23, 2025, with the removal of certain risk warnings [23] - Tianpu Co. has completed a public offering of shares, with a total of 33.52 million shares being offered at a price of 23.98 yuan per share [21]