A股市场半导体股今日集体回调，其中，华虹公司、灿芯股份跌超11%，微导纳米、长光华芯跌超9%， 屹唐股份、瑞芯微、中科飞测、盛科通信跌超8%，德邦科技、扬杰科技、复旦微电、炬芯科技、思特 威、京仪装备、金海通跌超7%。 ...

科创板融资余额较前一交易日增加34.21亿元，融券余额增加2288.24万元。345股融资余额环比增加， 164股融券余额环比增加。 证券时报·数据宝统计显示，截至9月1日，科创板两融余额合计2309.06亿元，较上一交易日增加34.44亿 元。连续36个交易日增加。其中，融资余额合计2301.19亿元，较上一交易日增加34.21亿元；融券余额 合计7.87亿元，较上一交易日增加2288.24万元。 融资余额方面，截至9月1日，融资余额最高的科创板股是中芯国际，最新融资余额124.68亿元，其次是 寒武纪、海光信息，融资余额分别为114.71亿元、78.14亿元。环比变动来看，345只科创板个股融资余 额环比增加，环比下降的有239只。融资余额增幅较大的是百济神州、华虹公司、三友医疗，环比上个 交易日增加33.27%、23.51%、22.68%；降幅居前的有宏华数科、海正生材、惠泰医疗，环比下降 18.77%、16.41%、15.82%。 融券余额来看，融券余额最高的科创板股是寒武纪，最新融券余额0.51亿元，其次是海光信息、中芯国 际，融券余额分别为0.40亿元、0.37亿元。环比变动来看，164只科创板个 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 更早之前，星宸科技发布公告称，以约2.1亿元现金收购上海富芮坤微电子有限公司（以下简称"富芮 坤"或"标的公司"）53.3087%股权。本次收购完成后，富芮坤将成为公司控股子公司，并纳入公司合 并报表范围。本次收购将实现公司已有关键自研技术与富芮坤蓝牙技术的高度协同，标志着公司在端 侧AI SoC芯片设计领域的战略布局又迈出重要一步。 公告显示，本次交易对手方共15家，标的公司的全部股权投资价值约4.1亿元。根据估值结果并经交 易各方友好协商，本次收购交易对价约2.1亿元。根据公告，2025年上半年，富芮坤实现营业收入约 5875万元。按照业绩承诺，富芮坤在2026-2028三年需实现累计净利润不低于1亿元。 公开信息显示，富芮坤成立于2014年，是一家专注蓝牙芯片设计、研发与销售的高新技术企业，并于 2024年获评国家级专精特新"小巨人"企业。富芮坤汇聚来自清华、复旦、交大、哈工大等知名高校的 核心技术团队，具备从射频、模拟、协议栈到应用软硬件的全链路研发能力，致力于为客户提供高性 能、超低功耗的数模混合无线SoC芯片及易于开发的完整解决方案。截至2025年6 ...

Core Viewpoint - The Shanghai Stock Exchange reports that as of August 30, 2025, listed companies have shown a clearer growth momentum driven by consumption and technology, indicating a transition towards a more balanced and sustainable development model [2] Group 1: Performance Growth - In the first half of 2025, total operating revenue for Shanghai-listed companies reached 24.68 trillion yuan, a slight decrease of 1.3% year-on-year; net profit was 2.39 trillion yuan, an increase of 1.1% year-on-year [3] - Mid-term dividends reached a new high, with 408 companies announcing cash dividends totaling 555.2 billion yuan, a year-on-year increase of 12% [3] - Manufacturing sector revenue and net profit grew by 3.9% and 7.1% year-on-year, respectively, contributing significantly to overall performance [3] Group 2: New Growth Engines - The integrated circuit and biopharmaceutical industries are emerging as new growth engines, with integrated circuit companies increasing to 138, generating a total revenue of 246.68 billion yuan, up 14% year-on-year [4][5] - Biopharmaceutical companies reported total revenue of 251.11 billion yuan, with a net profit increase of 14% year-on-year [4][6] Group 3: Consumer Expansion and Quality Improvement - The consumer sector continues to show potential, with food and beverage companies reporting a 12% increase in revenue and a 2% increase in net profit year-on-year [7] - The automotive industry saw a 6% increase in revenue, with new energy vehicle sales rising nearly 30% [7] - New consumption trends are emerging, with companies like Dongpeng Beverage reporting a 214% increase in revenue from electrolyte drinks [8] Group 4: Traditional Industry Transformation - Traditional industries such as steel and machinery are undergoing transformation, with net profits increasing by 235% and 21% respectively [10] - Companies are focusing on high-value-added products, with Baosteel's high-end products accounting for over 60% of its output [10][11] Group 5: Foreign Trade Resilience - Over 830 manufacturing companies achieved overseas revenue of 1.1 trillion yuan, a year-on-year increase of 5% [13] - Private enterprises contributed significantly, with overseas revenue exceeding 740 billion yuan, accounting for nearly 70% of total overseas income [13][14] Group 6: ETF Product Expansion - The scale of ETFs in the Shanghai market exceeded 3.7 trillion yuan, with significant net inflows of over 350 billion yuan this year [16] - A total of 96 new ETFs were launched in the first half of the year, surpassing the total for the entire previous year [16][17] Group 7: Policy Implementation and M&A Activity - The number of asset restructuring cases increased by 23% in the first half of 2025, with significant transactions exceeding 160 billion yuan [18][19] - The "Science and Technology Innovation Board" policies have led to a surge in mergers and acquisitions, with over 130 new industry mergers reported [19]

Core Viewpoint - The semiconductor chip industry is experiencing a recovery, leading several listed companies to announce acquisitions of semiconductor-related companies, attracting market attention. This includes both intra-industry and cross-industry acquisitions [1] Group 1: Industry Performance - The semiconductor chip industry has shown strong performance in the first half of 2025, with overall revenue increasing by 15.54% year-on-year and net profit attributable to shareholders rising by 32.41% [2] - Among the 165 listed companies in the semiconductor sector, 120 reported profits, and 100 saw year-on-year growth in net profit [2] - Notably, 57 companies achieved net profits exceeding 100 million yuan, with 25 surpassing 300 million yuan, and six companies, including North Huachuang and SMIC, reported net profits over 1 billion yuan [2] - SMIC reported revenue of 32.348 billion yuan, a year-on-year increase of 23.1%, and a net profit of 2.301 billion yuan, up 39.8% [2] Group 2: Company Acquisitions - Huahong Semiconductor announced plans to acquire 97.4988% of Huali Micro's shares through a combination of stock issuance and cash payment, with a share price set at 43.34 yuan [4][5] - SMIC is planning to acquire a 49% stake in its subsidiary, SMIC North, through the issuance of A-shares [5] - Chipone Technology is looking to acquire all or a controlling stake in Chipwise Semiconductor through a combination of stock issuance and cash payment [6] Group 3: Cross-Industry Acquisitions - Kaipu Cloud plans to acquire 70% of Nanning Taike Semiconductor and 30% through stock issuance, expanding its business into semiconductor storage products [7] - Tongye Technology intends to acquire 100% of Beijing Silingke Semiconductor Technology, which specializes in grid communication chips, enhancing its market position in smart network control systems [8]

9月1日上榜的成交活跃股中，华虹半导体通过港股通渠道成交金额为60.07亿港元，净买入金额为1.37亿 港元，不仅如此，该股已连续5日出现成交净买入，累计净买入金额为10.86亿港元，其间股价下跌 4.05%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 华虹半导体获南向资金连续5天净买入，累计净买入金额为10.86亿港元，股价累计下跌4.05%。 证券时报·数据宝统计显示，9月1日港股通（包括沪市港股通及深市港股通）成交活跃股合计成交748.75 亿港元，净买入金额为48.23亿港元。 ...

两融数据显示，该股最新融资余额为12.36亿元，近5日减少6749.89万元，降幅为5.18%。（数据宝） 9月1日华虹公司大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | 业部 | | | 26.15 | 2207.90 | 84.42 | -1.51 | 机构专 | 中国中金财富证券有限公司上海徐汇 | | | | | | 用 | 区淮海中路证券营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 华虹公司9月1日大宗交易平台出现一笔成交，成交量26.15万股，成交金额2207.90万元，大宗交易成交 价为84.42元，相对今日收盘价折价1.51%。该笔交易的买方营业部为机构专用，卖方营业部为中国中金 财富证券有限公司上海徐汇区淮海中路证券营业部。 进一步统计，近3个月内该股累计发生6笔大宗交易，合计成交金额为9085.24万元。 证券时报·数据宝统计显示，华虹公司今日收 ...

股价表现方面，今日科创50指数上涨1.18%，科创板股中，今日上涨的有358只，占61.20%，今日发生 大宗交易的科创板股平均上涨2.24%，其中，涨幅居前的为华虹公司、海光信息、爱博医疗等，涨幅分 别为9.18%、7.42%、4.27%，跌幅居前的有寒武纪、达梦数据、呈和科技等，分别下跌2.95%、2.86%、 1.08%。 从参与大宗交易的营业部看，买方或卖方营业部为机构的成交共有17笔，涉及5只股，机构买入金额居 前的为艾力斯、海光信息、华虹公司等，买入金额分别为3.83亿元、2.61亿元、2207.90万元。 资金流向方面，今日发生大宗交易的科创板股中，有8股获主力资金净流入，净流入资金居前的有海光 信息、寒武纪、德龙激光等，净流入资金为6.85亿元、1.16亿元、1863.87万元，净流出资金居前的有华 虹公司、艾力斯、达梦数据等，净流出资金为10.90亿元、1.36亿元、5145.95万元。（数据宝） 科创板股9月1日大宗交易概况 14只科创板股大宗交易平台今日发生交易，合计成交10.09亿元。 证券时报·数据宝统计显示，9月1日共有14只科创板股发生大宗交易，合计成交54笔，累计成交量 100 ...

格隆汇8月31日丨华虹公司(688347.SH)公布，公司拟以发行股份及支付现金的方式向上海华虹(集团)有 限公司、上海集成电路产业投资基金股份有限公司、国家集成电路产业投资基金二期股份有限公司、上 海国投先导集成电路私募投资基金合伙企业(有限合伙)等4 名上海华力微电子有限公司(以下简称"华力 微")股东购买其持有的华力微97.4988%股权并募集配套资金。 经公司申请，公司股票(证券简称：华虹公司，证券代码：688347)自 2025 年8 月18 日开市起开始停 牌。 公司董事会于 2025 年 8 月 29 日作出决议，同意《关于公司发行股份及支付现金购买资产并募集配套资 金暨关联交易方案的议案》《关于<华虹半导体有限公司发行股份及支付现金购买资产并募集配套资金 暨关联交易预案>及其摘要的议案》及相关议案。 根据上海证券交易所的相关规定，经公司申请，公司股票将于2025 年9月1日开市起复牌。 ...

马云飞/摄 华虹半导体与华力微为 "兄弟公司"，均隶属于华虹集团体系：华力微是华虹集团的控股子公司，华虹集团则是华虹半导体的间接控股股东。不过，二者 业务定位存在差异：华力微聚焦先进逻辑工艺晶圆代工，核心资产为华虹五厂与华虹六厂。其中，华虹五厂成立于2010年，工艺水平覆盖65nm/55nm和 40nm技术节点；华虹六厂为12英寸晶圆厂，主要覆盖28nm—14nm制程，于2018年10月建成投片。 相比之下，华虹半导体则专注特色工艺平台，涵盖嵌入式存储、功率器件、模拟电源等领域，以成熟节点的特色工艺为专长，工艺技术覆盖0.35μm至 65nm各节点，目前在上海金桥和张江建有三座8英寸晶圆厂（华虹一厂、二厂及三厂），另在无锡高新技术产业开发区内建有两座12英寸特色工艺晶圆厂 （华虹七厂、华虹九厂）。 8月31日晚间，华虹半导体披露了收购上海华力微电子有限公司（下称"华力微"）控股权的交易预案。根据公告，华虹半导体计划以发行股份及支付现金 相结合的方式，收购华虹集团、上海集成电路基金、大基金二期及国控先导基金四家交易对方合计持有的华力微97.5%股权，并拟向不超过35名符合条件 的特定对象发行股票募集配套资金，发 ...