证券代码：688380 证券简称：中微半导 公告编号：2026-002 中微半导体（深圳）股份有限公司 首次公开发行部分限售股上市流通公告 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首发限售股份；股票认购方式为网下，上市股数为 231,300,000股。 本次股票上市流通总数为231,300,000股。 本次股票上市流通日期为2026 年 2 月 5 日。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会《关于同意中微半导体（深圳）股份有限公司 首次公开发行股票注册的批复》（证监许可〔2022〕910 号），同意公司首次公开发 行股票的注册申请。公司获准向社会公开发行人民币普通股 63,000,000 股，每股 发行价格为 30.86 元，并于 2022 年 8 月 5 日在上海证券交易所科创板挂牌上市， 发行完成后总股本为 400,365,000 股，其中有限售条件流通股为 346,424,749 股， 占公司总股本的 86.53%；无限售条件流通股为 53,940,251 ...

二、本次上市流通的限售股形成后至今公司股本数量变化情况 本次上市流通的限售股形成至今，公司股本数量未发生变化。 中信证券股份有限公司 关于中微半导体（深圳）股份有限公司 首次公开发行部分限售股上市流通的核查意见 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为中微半 导体（深圳）股份有限公司（以下简称"公司"、"中微半导"或"发行人"）首 次公开发行股票并在科创板上市的保荐人。根据《中华人民共和国公司法》《中 华人民共和国证券法》《上海证券交易所科创板股票上市规则》等有关规定，对 公司首次公开发行部分限售股上市流通的事项进行了核查，核查情况如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会《关于同意中微半导体（深圳）股份有限公司 首次公开发行股票注册的批复》（证监许可〔2022〕910 号），同意公司首次公开 发行股票的注册申请。公司获准向社会公开发行人民币普通股 63,000,000 股，每 股发行价格为 30.86 元，并于 2022 年 8 月 5 日在上海证券交易所科创板挂牌上 市，发行完成后总股本为 400,365,000 股，其中有限售条件流通股为 346,424,749 ...

（记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经AI快讯，中微半导1月22日晚间发布公告称，公司限售股份约2.31亿股将于2026年2月5日解禁并上 市流通，占公司总股本比例为57.77%。 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ ...

中微半导公告称，本次上市流通的限售股为首次公开发行限售股，数量为2.31亿股，占公司总股本的 57.77%，限售期42个月，将于2026年2月5日起上市流通。涉及股东3名，分别为杨勇、周彦、周飞，对 应股份均全部上市流通。此外，公司控股股东、实际控制人杨勇及实际控制人周彦、周飞对减持作出多 项承诺，保荐机构认为，本次部分限售股份上市流通符合相关规定，公司信息披露真实、准确、完整。 ...

Core Viewpoint - The semiconductor sector experienced a significant rally on January 21, with multiple companies showing substantial gains in their stock prices [1]. Group 1: Stock Performance - Jianghua Microelectronics (江化微) achieved a stock price of 25.92, with a rise of 10.02% [2] - Yingfang Microelectronics (盈方微) reached a price of 9.35, increasing by 10.00% [2] - Haiguang Information (海光信息) saw its stock rise to 277.50, marking a 9.16% increase [2] - Jiewate (杰华特) recorded a price of 50.41, up by 8.29% [2] - Guoxin Technology (国芯科技) reached 37.38, with a gain of 7.23% [2] - Zhongwei Microelectronics (中微未导) increased to 44.27, reflecting a 7.06% rise [2] - Juchen Co., Ltd. (聚辰股份) saw its stock at 171.72, up by 6.00% [2] - Jingdian Co., Ltd. (景电股份) reached 226.88, with a 5.20% increase [2] - Hualing Co., Ltd. (华岭股份) recorded a price of 24.45, up by 4.89% [2]

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 3.53%, closing at 1535.39 points, with a total trading volume of 5.36 billion shares and a turnover of 310.84 billion yuan, resulting in an average turnover rate of 2.73% [1] - Among the tradable stocks on the STAR Market, 441 stocks closed higher, with 12 stocks increasing by over 10% and 46 stocks rising between 5% and 10%. Conversely, 151 stocks closed lower, with 1 stock declining by over 10% [1] Stock Turnover Rates - The distribution of turnover rates shows that 3 stocks had turnover rates exceeding 20%, 19 stocks had rates between 10% and 20%, 110 stocks had rates between 5% and 10%, 126 stocks had rates between 3% and 5%, 266 stocks had rates between 1% and 3%, and 76 stocks had rates below 1% [1] - The stock with the highest turnover rate was Zhongwei Semiconductor, which closed up by 6.89% with a turnover rate of 33.06% and a transaction amount of 2.468 billion yuan. Other notable stocks included Jianxin Superconducting and Youxun Co., which had turnover rates of 30.71% and 25.94%, respectively [1] Sector Analysis - In terms of sector performance, among stocks with turnover rates exceeding 5%, the electronics sector had the highest representation with 65 stocks, followed by machinery and equipment, and computer sectors, each with 15 stocks [2] - The stocks with the highest net inflow of funds included Lanke Technology, Zhongkong Technology, and Sitwei, with net inflows of 894 million yuan, 236 million yuan, and 151 million yuan, respectively. Conversely, stocks with the highest net outflows included Zhenlei Technology, Baiwei Storage, and Rongbai Technology, with net outflows of 406 million yuan, 327 million yuan, and 274 million yuan, respectively [2] Leverage Fund Movements - A total of 74 stocks experienced net purchases of leveraged funds, with Baiwei Storage, Lanke Technology, and Artis seeing significant increases in financing balances of 1.066 billion yuan, 622 million yuan, and 204 million yuan, respectively. In contrast, stocks like Moer Thread, Zhenyou Technology, and Puranshi saw decreases in financing balances of 232 million yuan, 123 million yuan, and 110 million yuan, respectively [2] Notable Stocks - Key stocks on January 21 included Zhongwei Semiconductor (688380) with a closing price of 44.20 yuan, a daily increase of 6.89%, and a turnover rate of 33.06% [3] - Jianxin Superconducting (688805) closed at 50.65 yuan, up by 8.81%, with a turnover rate of 30.71% [3] - Other notable stocks included Youxun Co. (688807) with a daily increase of 6.00% and a turnover rate of 25.94%, and Qiangyi Co. (688809) which saw a decrease of 2.74% [3]

Market Overview - As of January 21, the Shanghai Composite Index closed at 4116.94 points, up by 3.29 points, with a growth rate of 0.08% [1] - The Shenzhen Component Index closed at 14255.13 points, increasing by 99.50 points, representing a growth rate of 0.70% [1] - The ChiNext Index closed at 3295.52 points, rising by 17.54 points, with a growth rate of 0.54% [1] High Turnover Stocks - A total of 80 A-shares had a turnover rate exceeding 20% on this day, with Aisheren reaching a turnover rate of over 50% [1] - The stock Aisheren had a closing price of 44.04 yuan, with a turnover rate of 78.23% and a significant increase of 175.59% [1] - Other notable stocks with high turnover rates include: - Nabai Chuan: Closing price 86.26 yuan, turnover rate 44.53%, increase of 9.87% [1] - Guangdian Electric: Closing price 6.09 yuan, turnover rate 44.40%, increase of 9.93% [1] - Jintaiyang: Closing price 39.13 yuan, turnover rate 44.16%, increase of 19.96% [1] Additional High Turnover Stocks - Other stocks with notable turnover rates include: - Blue Arrow Electronics: Closing price 36.75 yuan, turnover rate 43.18%, increase of 2.45% [1] - Sanbian Technology: Closing price 21.06 yuan, turnover rate 41.55%, decrease of 8.03% [1] - Hongbaoli: Closing price 9.59 yuan, turnover rate 39.79%, increase of 9.98% [1] - The stock with the highest turnover rate in the second list is Tai Li Technology, with a turnover rate of 28.52% and an increase of 6.32% [2] Summary of Notable Stocks - The stock with the highest turnover in the third list is Tian Di Online, with a turnover rate of 22.08% and an increase of 10.01% [3] - Other significant stocks include: - New Henghui: Closing price 85.76 yuan, turnover rate 22.04%, increase of 2.22% [3] - Jiangtian Chemical: Closing price 31.56 yuan, turnover rate 22.01%, increase of 4.12% [3]

Market Overview - The Shanghai Composite Index fell by 0.01% to close at 4113.65 points, with a daily high of 4128.93 points [1] - The Shenzhen Component Index decreased by 0.97% to 14155.63 points, reaching a high of 14337.12 points [1] - The ChiNext Index dropped by 1.79% to 3277.98 points, with a peak of 3347.94 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets was 27003.83 billion yuan, with a financing balance of 26830.44 billion yuan and a securities lending balance of 173.39 billion yuan [2] - The margin trading and securities lending balance decreased by 136.8 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 13644.95 billion yuan, down by 76.94 billion yuan from the previous day, while the Shenzhen market's balance was 13358.87 billion yuan, a decrease of 59.87 billion yuan [2] Top Margin Buying Stocks - The top three stocks by margin buying amount were: - TBEA Co., Ltd. (特变电工) with 29.12 billion yuan [3] - Zhongji Xuchuang (中际旭创) with 23.59 billion yuan [3] - Xinyisheng (新易盛) with 20.75 billion yuan [3] Fund Issuance - Two new funds were issued yesterday: Wanjiayuanli Bond C (万家元利债券C) and Wanjiayuanli Bond A (万家元利债券A) [4][5] Top Net Buying on Dragon and Tiger List - The top ten net buying amounts on the Dragon and Tiger list were: - Hunan Silver (湖南白银) with 12554.74 million yuan [6] - Jiayun Technology (佳云科技) with 12306.17 million yuan [6] - Jiangtian Chemical (江天化学) with 12254.26 million yuan [6]

Group 1 - The stock of Zhongwei Semiconductor (688380) closed at 41.35 yuan on January 20, reaching the daily limit with a trading volume of 7.99 billion yuan and a turnover rate of 11.73% [2] - The stock was listed on the daily trading list due to a price increase of 15% at the close [2] - The top five trading departments accounted for a total transaction amount of 2.14 billion yuan, with a net buying amount of 7760.42 million yuan [2] Group 2 - The main capital inflow for the stock was 2.58 billion yuan throughout the day [3] - The top buying departments included Ningbo Heyuan Road Securities with 3655.78 million yuan and Northeast Securities with 3509.91 million yuan [3] - The top selling department was the Shanghai-Hong Kong Stock Connect with a selling amount of 2457.30 million yuan [3]

Group 1 - The article highlights that a company is set to launch its first 4M bit low-power SPI NOR Flash chip, filling a gap in its product line within the Flash sector. This product features low cost, low power consumption, high-speed read/write capabilities, and non-volatile memory, catering to small storage needs. This marks a significant step for the company, which primarily focuses on microcontrollers (MCUs), into the high-demand storage chip market [1][2] - The company, Zhongwei Semiconductor, is a platform-based chip design enterprise specializing in mixed-signal chip design centered around MCUs, providing "MCU + supporting chip" solutions widely used in smart home appliances, consumer electronics, and industrial control. It holds a leading market share in the domestic smart home appliance MCU chip sector and is one of the major MCU suppliers in China [1][2] - The current surge in the storage chip market is attributed to a profound adjustment in global supply and demand dynamics, driven by the rapid growth of artificial intelligence infrastructure, leading to unprecedented demand for high-end memory. Major international companies like Micron Technology have warned of ongoing shortages [1][2] Group 2 - TrendForce forecasts a significant quarter-on-quarter increase in contract prices for DRAM and NAND Flash in Q1 2026. This context has led downstream customers to increasingly seek supply chain diversification and stability, presenting a rare market entry opportunity for domestic chip companies [2] - Zhongwei Semiconductor's extension from its core MCU field into storage chips reflects the domestic semiconductor industry's efforts to seize industry upturn opportunities and enhance supply chain autonomy and competitiveness. If this strategic attempt succeeds, it could strengthen the company's influence in critical chip sectors during the domestic substitution process [2] - However, the storage industry is characterized by strong cyclical fluctuations, indicating that the current AI-driven high demand may face turning points due to supply and demand changes. For new entrants like Zhongwei Semiconductor, the ability to manage technology, market dynamics, and cyclical challenges will be crucial for success in this competitive landscape [2]