从资金流向上来看，当日半导体板块主力资金净流出29.71亿元，游资资金净流入3.74亿元，散户资金净 流入25.97亿元。半导体板块个股资金流向见下表： 证券之星消息，10月23日半导体板块较上一交易日下跌0.9%，灿芯股份领跌。当日上证指数报收于 3922.41，上涨0.22%。深证成指报收于13025.45，上涨0.22%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301629 | 矽电股份 | 214.12 | 13.09% | 3.77万 | 7.63亿 | | 301308 | 江波龙 | 190.19 | 5.12% | 21.30万 | 39.51亿 | | 688766 | 普典股份 | 119.06 | 4.44% | 8.54万 | 9.73亿 | | 001309 | 德明利 | 197.20 | 4.10% | 20.21万 | 39.01亿 | | 688072 | 拓荆科技 | 258.70 | 3.89% | 9.70万 | 24. ...

Core Viewpoint - The A-share market has seen significant gains in semiconductor stocks, with several companies reaching their daily price limits, indicating strong investor interest and market momentum [1] Group 1: Stock Performance - Yuanjie Technology hit the 20% daily limit increase [1] - Taiji Industry and Wentai Technology both reached a 10% daily limit increase [1] - Zhongwei Semiconductor rose over 9% [1] - Canxin Technology increased over 8% [1] - Companies such as Diaomicro, Jucheng Technology, and others saw gains exceeding 7% [1] - A number of other semiconductor stocks, including Hanwha Technology and Chipone Technology, experienced increases of over 5% [1]

截至发稿，蔡振累计任职时间4年79天，现任基金资产总规模119.9亿元，任职期间最佳基金回报 46.09%， 任职期间最差基金回报1.71%。 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）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，招商基金旗下1只基金重仓国芯科技。招商中证1000指数增强A（004194）二季度持有股数 41.91万股，占基金净值比例为0.92%，位居第二大重仓股。根据测算，今日浮盈赚取约58.67万元。 招商中证1000指数增强A（004194）成立日期2017年3月3日，最新规模7.16亿。今年以来收益30.11%， 同类排名1428/4218；近一年收益36.98%，同类排名971/3868；成立以来收益100.66%。 招商中证1000指数增强A（004194）基金经理为蔡振。 10月21日，国芯科技涨5.06%，截至发稿，报29.09元/股，成交2.56亿元，换手率2.66%，总市值97.74亿 元。 资料显示，苏州国芯科技股份有限公司位于江苏省苏州市高 ...

Group 1 - Guoxin Technology (国芯科技) closed at 27.08 yuan, with a decline of 6.14% [1] - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 6, 2022, with an initial stock issuance of 60 million shares at a price of 41.98 yuan per share [1] - The total funds raised from the initial public offering (IPO) amounted to 2.519 billion yuan, with a net amount of 2.262 billion yuan after deducting issuance costs, exceeding the original plan by 1.66 billion yuan [1] Group 2 - The funds raised are intended for projects including cloud information security chip design and industrialization, SoC chip design platform based on C*Core CPU core, and CPU core design based on RISC-V architecture [1] - The total issuance costs for the IPO were 256 million yuan, including underwriting fees of 237 million yuan and sponsorship fees of 943,400 yuan [1] Group 3 - On June 21, 2023, Guoxin Technology announced a cash dividend of 0.25186 yuan per share (including tax) and a stock bonus of 0.402978 shares per share [2] - The record date for the dividend distribution was June 28, 2023, and the ex-dividend date was June 29, 2023 [2]

Core Viewpoint - The company has approved the grant of restricted stock under the 2025 Restricted Stock Incentive Plan, with a total of 9.220686 million shares to be granted at a price of 14.97 yuan per share to 176 eligible participants on October 16, 2025 [2][5][30]. Summary by Sections Incentive Plan Details - The grant date for the restricted stock is set for October 16, 2025 [2]. - A total of 9.220686 million shares will be granted, representing approximately 2.74% of the company's total share capital [5][9]. - The stock will be granted at a price of 14.97 yuan per share [9]. Decision-Making Process - The decision to grant the restricted stock followed a series of meetings and approvals, including the third board meeting on September 12, 2025, and the third extraordinary shareholders' meeting on September 29, 2025 [3][4][30]. - The company conducted an internal review of the list of eligible participants from September 13 to September 22, 2025, with no objections raised [3]. Compliance and Eligibility - The board confirmed that both the company and the eligible participants meet the necessary conditions for the grant, as outlined in the relevant regulations [6][8]. - The eligible participants include directors, senior management, and key technical personnel, with no independent directors included [12][18]. Accounting and Financial Impact - The fair value of the restricted stock will be calculated using the Black-Scholes model, with the stock price at the grant date being 28.85 yuan per share [20]. - The estimated impact on the company's financial performance will be recognized as a cost over the vesting period of the stock [21][22]. Legal and Advisory Opinions - Legal opinions confirm that the grant has received the necessary approvals and complies with relevant laws and regulations [23]. - An independent financial advisor has also affirmed that the grant conditions have been met and are in accordance with applicable regulations [24].

Core Points - Guoxin Technology announced the approval of a restricted stock incentive plan during its board meeting on October 16, 2025, allowing the grant of 9.220686 million shares at a price of 14.97 yuan per share to 176 eligible participants [2] Summary by Category - **Company Announcement** - Guoxin Technology held its third board meeting on October 16, 2025, where it approved the grant of restricted stock as part of its incentive plan [2] - **Incentive Plan Details** - The grant date for the restricted stock is set for October 16, 2025, with a total of 9.220686 million shares to be awarded at a price of 14.97 yuan per share [2] - A total of 176 individuals have been identified as eligible recipients for this incentive [2]

Group 1 - The company, Guoxin Technology (688262.SH), announced the convening of its third board meeting on October 16, 2025 [1] - The board approved a proposal to grant restricted stock to 176 eligible incentive recipients under the 2025 restricted stock incentive plan [1] - The grant date is set for October 16, 2025, with a grant price of 14.97 yuan per share for a total of 9.220686 million shares [1]

证券代码：688262 证券简称：国芯科技 公告编号：2025-072 根据《上市公司股权激励管理办法》《苏州国芯科技股份有限公司 2025 年限 制性股票激励计划（草案）》的相关规定和公司 2025 年第三次临时股东会的授权， 董事会认为公司 2025 年限制性股票激励计划规定的授予条件已经成就，同意确 定以 2025 年 10 月 16 日为授予日，以 14.97 元/股的授予价格向符合条件的 176 名激励对象授予 922.0686 万股限制性股票。 董事郑茳、肖佐楠、陈石为本次激励对象，回避表决。 苏州国芯科技股份有限公司 第三届董事会第四次会议决议公告 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。 一、董事会会议召开情况 苏州国芯科技股份有限公司（以下简称"公司"）第三届董事会第四次会议 （以下简称"本次会议"或"会议"）于 2025 年 10 月 16 日 9：00 在苏州市高 新区汾湖路 99 号狮山总部经济中心 1 号楼 17 层会议室举行。本次会议的通知于 2025 年 10 月 10 日通过电子邮件及 ...

Group 1 - The core point of the news is that Guoxin Technology (SH 688262) announced a board meeting to discuss the granting of restricted stock under the 2025 incentive plan [1] - The company reported that for the year 2024, its revenue composition will be 99.93% from the integrated circuit industry and 0.07% from other businesses [1] - As of the report date, Guoxin Technology has a market capitalization of 9.7 billion yuan [2]

3、上表中部分合计数与各明细数直接相加之和在尾数上如有差异，是由于四舍五入所造成。 2025 年限制性股票激励计划激励对象名单（授予日） | 序号 | 姓名 | 国籍 | 职务 | 获授的限制 性股票数量 | 占授予限制 性股票总数 | 占授予时公 司股本总额 | | --- | --- | --- | --- | --- | --- | --- | | | | | | （万股） | 的比例 | 的比例 | | | | 一、董事、高级管理人员、核心技术人员 | | | | | | 1 | 郑茳 | 中国 | 董事长、核心技术人员 | 10.00 | 1.08% | 0.03% | | 2 | 肖佐楠 | 中国 | 董事、总经理、核心技术人员 | 12.00 | 1.30% | 0.04% | | 3 | 匡启和 | 中国 | 副总经理、核心技术人员 | 12.00 | 1.30% | 0.04% | | 4 | 蒋斌 | 中国 | 副总经理 | 30.00 | 3.25% | 0.09% | | 5 | 王廷平 | 中国 | 副总经理、核心技术人员 | 30.00 | 3.25% | 0.09% | | 6 ...