Group 1 - Core viewpoint: Zhongwei Semiconductor's stock rose by 6.17% to 36.82 CNY per share, with a trading volume of 191 million CNY and a turnover rate of 3.20%, resulting in a total market capitalization of 14.741 billion CNY [1] - Company overview: Zhongwei Semiconductor, established on June 22, 2001, and listed on August 5, 2022, specializes in the research, design, and sales of analog mixed-signal chips and analog chips [1] - Revenue composition: The company's main business revenue is derived from consumer electronics chips (40.58%), small appliance control chips (30.66%), large appliances and industrial control chips (25.25%), automotive electronics chips (3.44%), and others (0.07%) [1] Group 2 - Major shareholder: Huaxia Fund's Huaxia CSI 1000 ETF (159845) entered the top ten circulating shareholders, holding 659,000 shares, which is 0.45% of the circulating shares, with an estimated floating profit of approximately 1.4102 million CNY [2] - Fund performance: The Huaxia CSI 1000 ETF has a total scale of 38.227 billion CNY, with a year-to-date return of 22.8% (ranking 2080 out of 4218), a one-year return of 27.27% (ranking 1616 out of 3868), and an overall return since inception of 23.56% [2]

Group 1 - Core viewpoint: Zhongwei Semiconductor's stock increased by 5.01% to 35.66 CNY per share, with a total market capitalization of 14.277 billion CNY as of the report date [1] - Company overview: Zhongwei Semiconductor, established on June 22, 2001, specializes in the research, design, and sales of analog mixed-signal chips and analog chips, with its main revenue sources being consumer electronics chips (40.58%), small appliance control chips (30.66%), large appliances and industrial control chips (25.25%), automotive electronics chips (3.44%), and others (0.07%) [1] Group 2 - Major shareholders: Huaxia Fund's Huaxia CSI 1000 ETF (159845) entered the top ten circulating shareholders, holding 659,000 shares, which is 0.45% of the circulating shares, with an estimated floating profit of approximately 1.1202 million CNY [2] - Fund performance: Huaxia CSI 1000 ETF has a total asset size of 38.227 billion CNY, with a year-to-date return of 21.9% and a one-year return of 31.95%, ranking 2057 out of 4218 and 1561 out of 3865 in its category, respectively [2]

Core Viewpoint - The company plans to use the remaining over-raised funds of RMB 142.4006 million to permanently supplement its working capital, aligning with its operational needs and benefiting all shareholders [1] Group 1 - The company aims to enhance the efficiency of fund utilization and meet its working capital requirements [1] - The decision complies with relevant regulations, including the "Regulations on the Supervision of Fundraising by Listed Companies" and the "Self-Regulatory Guidelines for Listed Companies on the Sci-Tech Innovation Board" [1] - After this allocation, the balance of the company's over-raised funds account will be RMB 0, and the company will proceed to cancel the related special fundraising account as per regulations [1]

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 使用剩余超募资金永久补充流动资金的核查意见 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"）首次公开发行股票并在科创板 上市的保荐人。根据《上海证券交易所科创板股票上市规则》等有关规定，对公 司使用剩余超募资金永久补充流动资金的事项进行了核查，核查情况如下： 一、募集资金基本情况 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，募集资金总额为 194,418.00 万元，扣除承销及保荐费用、 发行登记费以及其他交易费用共计 12,767.91 万元（不含增值税金额），募集资金 净额为 181,650.09 万元，上述资金已全部到位。经天健会计师事务所（特殊普通 合伙）对公司本次公开发行新股的资金到位情况进行了审验，并于 2022 年 8 月 2 日出具了"天健验〔2022〕3 ...

证券代码：688380 证券简称：中微半导 公告编号：2025-040 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。 中微半导体（深圳）股份有限公司（以下简称"公司"或"中微半导"）于 2025年10月14日召开了第三届董事会第四次会议，审议通过了《关于使用剩余 超募资金永久补充流动资金的议案》，同意公司使用剩余超募资金人民币 14,240.06万元（含已到期利息收入，实际金额以资金转出当日专户余额为准 ）永久补充流动资金。本次使用剩余超募资金永久补充流动资金后，公司首次 公开发行超募资金账户余额为人民币0元，公司将按照相关规定注销相关募集 资金专用账户，保荐机构中信证券股份有限公司（以下简称"保荐机构"或"保 荐人"）出具了无异议的核查意见。该议案尚需公司2025年第三次临时股东会 审议。现将具体情况公告如下： 一、募集资金基本情况 根据中国证券监督管理委员会出具的《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），公司 首次向社会公开发行人民币普通股6,300万股， ...

证券代码：688380 证券简称：中微半导 公告编号：2025-041 2025 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。 ●拟聘任的会计师事务所名称：天健会计师事务所（特殊普通合伙） （一）机构信息 1、基本信息 | 事务所名称 | 天健会计师事务所（特殊普通合伙） | | | | | --- | --- | --- | --- | --- | | 成立日期 | 2011年7月18日 组织形式 | | 特殊普通合伙 | | | 注册地址 | 浙江省杭州市西湖区灵隐街道西溪路128号 | | | | | 首席合伙人 | 钟建国 上年末合伙人数量 | | | 241人 | | 上年末执业人 | 注册会计师 | | | 2,356人 | | 员数量 | 签署过证券服务业务审计报告的注册会计师 | | | 904人 | | 2024年（经审 | 业务收入总额 | 29.69亿元 | | | | 计）业务收入 | 审计业务收入 25.63亿元 | | | | | | 证券业务收入 14.65亿元 | | | | | | 客户 ...

证券代码：688380 证券简称：中微半导 公告编号：2025-042 中微半导体（深圳）股份有限公司 关于召开2025年第三次临时股东会的通知 本公司董事会及全体董事保证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： 一、 召开会议的基本情况 （一） 股东会类型和届次 2025年第三次临时股东会 （二） 股东会召集人：董事会 （三） 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合 的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2025 年 10 月 31 日 14 点 30 分 召开地点：深圳市前海深港合作区南山街道桂湾三路前海金融中心 T1 栋 21 楼公司会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2025 年 10 月 31 日 至2025 年 10 月 31 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 股东会召开日期：2025年10月31日 本次股东会采用的网络投票系统：上海证券交易所股东 ...

Core Insights - The automotive-grade MCU chip market in China is projected to reach 26.8 billion yuan in 2024, representing a growth of 3.47% from 2023, and is expected to grow to 29.4 billion yuan in 2025 [1][9] - The increasing intelligence of electric vehicles is driving the demand for MCUs, with smart cars requiring up to 300 MCUs per vehicle, compared to 70 for traditional fuel vehicles and 150 for luxury fuel vehicles [7][9] - The MCU market in China is expected to grow to 62.51 billion yuan in 2024, with a year-on-year increase of 49.7 million yuan, and is projected to reach 65.64 billion yuan in 2025 [5] Industry Definition and Classification - Automotive-grade MCU chips are defined as chips that meet automotive standards and are used for vehicle control [2][3] - MCUs are categorized into different grades: consumer, industrial, automotive, QJ, and GJ, with automotive-grade being one of the highest standards [2] Market Size and Growth - The automotive MCU chip market in China is expected to grow significantly, with a forecasted market size of 26.8 billion yuan in 2024 and 29.4 billion yuan in 2025 [1][9] - The overall MCU market in China is projected to reach 62.51 billion yuan in 2024 and 65.64 billion yuan in 2025 [5] Industry Chain - The upstream of the automotive MCU chip industry includes semiconductor equipment and materials, while the midstream involves design, wafer foundry, and packaging testing [11][12] - The downstream applications primarily involve automotive manufacturers such as BYD, Geely, and Tesla [11] Policy Environment - The automotive chip sector is crucial for the transformation and upgrading of the automotive industry, with various policies introduced to support the development and application of automotive chips [13][14] Competitive Landscape - The automotive MCU chip market in China is becoming increasingly competitive, with key players including Zhaoyi Innovation, Zhongying Electronics, and Guomin Technology [16] - Companies like Zhongwei Semiconductor and Zhaoyi Innovation are focusing on MCU chip development and have reported significant revenue from automotive electronic chips [17][18]

中微半导体设备（上海）股份有限公司 关于持股5%以上股东权益变动触及1%刻度的提示性公告 巽鑫（上海）投资有限公司保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或 重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： ■ 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688012 证券简称：中微公司 公告编号：2025-062 ■ 2.信息披露义务人信息 ■ 3.一致行动人信息 上述减持主体无一致行动人。 二、权益变动触及1%刻度的基本情况 中微半导体设备（上海）股份有限公司于近日收到持股5%以上股东巽鑫（上海）投资有限公司出具的 《关于股份减持情况的告知函》：2025年9月17日至2025年10月13日，巽鑫（上海）投资有限公司通过 大宗交易方式减持公司股份6,261,453股，占公司总股本的比例由12.94%减少至11.94%，权益变动触及 1%刻度，具体情况如下： ■ 注：上表数据如有差异，系按照四舍五入保留两位小数所致。 三、其他说明 1、本次权益变动为5%以上股东巽鑫（ ...

Core Insights - On October 13, Zhongwei Semiconductor's stock rose by 4.06%, with a trading volume of 556 million yuan [1] - The company reported a financing buy-in of 70.02 million yuan and a net financing outflow of 1.85 million yuan on the same day [1] - As of October 13, the total financing and securities lending balance for Zhongwei Semiconductor was 452 million yuan, indicating a high level of financing activity [1] Financing and Securities Lending - The financing buy-in for Zhongwei Semiconductor on October 13 was 70.02 million yuan, with a current financing balance of 451 million yuan, accounting for 6.80% of the market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of investor interest [1] - On the same day, the company repaid 500 shares of securities lending and sold 2,527 shares, with a total selling amount of 99,200 yuan [1] - The securities lending balance was 1.038 million yuan, also above the 90th percentile of the past year [1] Company Performance - As of June 30, Zhongwei Semiconductor had 22,600 shareholders, a decrease of 0.66% from the previous period [2] - The average number of circulating shares per shareholder increased by 0.66% to 6,540 shares [2] - For the first half of 2025, the company achieved a revenue of 504 million yuan, representing a year-on-year growth of 17.56% [2] - The net profit attributable to the parent company was 86.47 million yuan, showing a significant year-on-year increase of 100.99% [2] Dividend and Shareholding Structure - Since its A-share listing, Zhongwei Semiconductor has distributed a total of 380 million yuan in dividends [3] - As of June 30, 2025, the top ten circulating shareholders included new entrants such as Southern Science and Technology Innovation Board 3-Year Open Mixed Fund, holding 1.2589 million shares [3] - Hong Kong Central Clearing Limited increased its holdings by 379,700 shares, now holding 1.1954 million shares [3] - Southern CSI 1000 ETF and Huaxia CSI 1000 ETF also increased their holdings, with 1.1116 million and 659,000 shares respectively [3]