每经AI快讯，11月26日，敏芯股份公告，公司于2025年11月26日召开第四届董事会第十一次会议，审议 通过了《关于使用暂时闲置募集资金进行现金管理的议案》，同意使用不超过0.90亿元的暂时闲置募集 资金进行现金管理，投资安全性高、流动性好、保本型的理财产品或存款类产品(包括但不限于结构性 存款、保本理财、定期存款、大额存单等)，上述额度自董事会审议通过之日起12个月内有效，资金在 额度范围内可滚动使用。该事项不会影响募集资金投资项目进度和公司正常生产经营。 ...

国泰海通证券股份有限公司 关于苏州敏芯微电子技术股份有限公司使用暂时闲置募集资金 进行现金管理的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 苏州敏芯微电子技术股份有限公司（以下简称"敏芯股份"或"公司"）的持续 督导机构，根据《上海证券交易所科创板股票上市规则》、《上市公司募集资金监 管规则》、《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》 等法律法规和规范性文件的要求，对敏芯股份拟使用暂时闲置募集资金进行现金 管理的事项进行了核查，核查情况如下： 一、投资情况概述 （一）投资目的 为提高募集资金使用效率和收益，合理利用闲置募集资金，在确保不影响公 司募集资金投资项目正常实施和募集资金安全的前提下，增加公司现金资产收益， 保障公司股东的利益。 （二）投资金额 本次拟使用最高不超过人民币 9,000 万元（含本数）的暂时闲置募集资金进 行现金管理，使用期限不超过 12 个月，在上述额度和期限范围内，资金可以滚 动使用。 （三）资金来源 本次现金管理的资金来源为公司 2023 年以简易程序向特定对象发行股票部 分暂时闲置募集资金。 | 发行名称 | 2023 ...

证券代码：688286 证券简称：敏芯股份 公告编号：2025-065 重要内容提示： 投资种类：安全性高、流动性好、保本型的理财产品或存款类产品（包 括但不限于结构性存款、保本理财、定期存款、大额存单等） 投资金额：不超过人民币 9,000 万元（含本数），使用期限自董事会审 议通过之日起 12 个月内有效。 苏州敏芯微电子技术股份有限公司 关于使用暂时闲置募集资金进行现金管理的公告 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、准确性和完整性承担法律责任。 已履行及拟履行的审议程序：2025 年 11 月 26 日，苏州敏芯微电子技 术股份有限公司（以下简称"公司"）召开第四届董事会第十一次会议，审议 通过了《关于使用暂时闲置募集资金进行现金管理的议案》，保荐机构国泰海 通证券股份有限公司（以下简称"国泰海通"）对本事项出具了明确同意的核 查意见。本事项无需提交股东会审议。 特别风险提示：公司拟投资安全性高、流动性好、保本型的理财产品 或存款类产品（包括但不限于结构性存款、保本理财、定期存款、大额存单 等），但金融市场受宏观经济的影响较大，并不排除该 ...

Core Viewpoint - The article discusses the performance of the Zhongzheng 1000 ETF Enhanced (561280), highlighting its recent market movements and key holdings [1]. Group 1: Fund Performance - The Zhongzheng 1000 ETF Enhanced (561280) opened with a gain of 0.56%, priced at 1.443 yuan [1]. - Since its establishment on August 31, 2023, the fund has achieved a return of 42.77%, while its return over the past month has been -4.93% [1]. Group 2: Key Holdings - Major stocks in the fund include: - Boqian New Materials, up 0.68% - Haoyuan Pharmaceutical, up 0.88% - Yingjixin, up 1.01% - Caixun Co., up 0.51% - Jinma Amusement, up 1.22% - Panjiang Co., up 0.42% - Jindawei, up 1.02% - Yiyuan Communication, up 0.69% - Minxin Co., up 0.50% - Nami Technology, up 0.48% [1].

Group 1 - The Chinese semiconductor industry is at a historical intersection driven by "domestic substitution" and the "AI technology revolution" [3][6] - The upcoming IC China 2025 event will focus on strengthening technological innovation and ensuring the stability of the industrial supply chain [4] - The semiconductor sector has shown strong performance in the A-share market, with a cumulative increase of 40.63% in the semiconductor index year-to-date [5][6] Group 2 - A total of 29 semiconductor stocks are predicted to have a net profit growth rate exceeding 20% in 2026 and 2027, according to institutional forecasts [7] - Among the stocks with significant growth potential, Haiguang Information has the highest number of institutional ratings, with 31 reports highlighting its advancements in AI computing [7][8] - The stock with the highest upside potential is Yongxi Electronics, with a projected increase of 61.5% compared to institutional target prices [8]

Group 1: A-Share Market Strategy - The A-share market is experiencing narrow fluctuations around the 4000-point mark, with a breakthrough on October 28 followed by a retreat below 4000, indicating a warning signal of crowding [1][24] - The October CPI has rebounded year-on-year, while PPI's decline continues to narrow, leading to a widening PPI-CPI scissors difference [1][25] - The initial phase of the bull market sees funds favoring a few high-growth sectors, while later stages may see a focus on mainline stocks, making it harder for new funds to profit [1][26] Group 2: Social Financing and Economic Indicators - In October, the social financing scale increased by 815 billion yuan, which is 597 billion yuan less than the same period last year, with a notable decrease in new government bonds and RMB loans [3][31] - The PPI's decline continues to narrow, while the CPI has turned positive year-on-year, indicating a mixed economic recovery [3][31] - The economic data for October shows a weakening trend in industrial output, retail sales, and investment, with industrial value-added growth at 4.9%, below expectations [1][25] Group 3: Medical Device Industry Insights - The medical device sector's revenue decreased by 1.65% year-on-year in the first three quarters of 2025, with a significant drop in net profit by 21.13% [8] - The bidding activities for medical devices have shown signs of recovery, with a 42% year-on-year increase in the total amount of successful bids in the first nine months of 2025 [8] - Companies like United Imaging and Mindray are accelerating their global expansion, with overseas revenue growth of 41.97% and 11.93% respectively in Q3 2025 [8] Group 4: Fixed Income Market Trends - The 3-5 year government bonds have shown better performance with a decline in interest rates, primarily driven by institutional buying behavior [7] - The market is currently in a phase of uncertainty, awaiting key factors that could break the current deadlock, such as the resolution of the US-China tariff dispute and central bank bond purchases [7][30] - The overall liquidity in the bond market is tightening, with a decrease in the net buying activity of various institutions [32][33] Group 5: Paper Industry Developments - Nine Dragons Paper achieved a revenue of 63.24 billion yuan in FY2025, a year-on-year increase of 6.3%, with a significant net profit growth of 135% [18] - The supply-demand pressure in the boxboard and corrugated paper market is easing, with expectations of price support due to seasonal demand and rising costs [18] - The company's integrated pulp and paper development strategy is yielding results, with a projected net profit of 3.12 billion yuan for FY2026 [18]

Core Points - Company Minxin Technology announced the replacement of its sponsor representative for the 2023 stock issuance project [1] - The original representatives, Zhou Dachuan and Wang Tuo, were unable to continue due to Zhou's personal work changes [1] - Zhang Fangzhou has been appointed as the new sponsor representative to ensure the continuity of supervision until December 31, 2025 [1]

证券代码：688286 证券简称：敏芯股份 公告编号：2025-064 董事会 2025 年 11 月 12 日 附件： 鉴于周大川先生因个人工作变动原因不能继续履行对公司的持续督导职责。 为保证持续督导工作的有序进行，国泰海通指派张方舟先生接替周大川先生担任 公司的保荐代表人，继续履行持续督导职责。 本次保荐代表人变更后，公司 2023 年以简易程序向特定对象发行股票的持 续督导保荐代表人为王拓先生和张方舟先生，持续督导期至中国证券监督管理委 员会和上海证券交易所规定的持续督导义务结束为止。 公司董事会对周大川先生在公司 2023 年以简易程序向特定对象发行股票及 持续督导期间所做出的贡献表示衷心感谢！ 特此公告！ 苏州敏芯微电子技术股份有限公司 苏州敏芯微电子技术股份有限公司 关于更换持续督导保荐代表人的公告 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。 苏州敏芯微电子技术股份有限公司（以下简称"公司"）于近日收到国泰海 通证券股份有限公司（以下简称"国泰海通"）出具的《关于更换苏州敏芯微电 子技术股份有限公司 20 ...

Core Insights - The company held a Q3 performance briefing on November 10, where executives discussed the progress of the six-dimensional force sensor and the full-chain inertial product matrix, indicating that product development is proceeding as planned, but there are uncertainties in both R&D and market promotion [1] Group 1 - The company is advancing its product development according to schedule [1] - There are uncertainties associated with both the R&D and market promotion of the products [1]

Group 1 - The core viewpoint of the article highlights that Minxin Co., Ltd. experienced significant growth in revenue from MEMS pressure sensors in the third quarter, while revenue from packaging technology solutions saw a decline due to project delivery progress and customer acceptance confirmation [1] Group 2 - In the third quarter, revenue from MEMS pressure sensors showed a noticeable increase on a quarter-over-quarter basis [1] - Revenue from packaging technology solutions decreased on a quarter-over-quarter basis, indicating a reliance on project timelines and customer acceptance for revenue recognition [1]