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]

Core Insights - On October 10, Zhongwei Semiconductor experienced a decline of 7.91% in stock price, with a trading volume of 678 million yuan [1] - The company reported a financing buy-in amount of 97.30 million yuan and a net financing buy of 9.39 million yuan on the same day [1] - As of October 10, the total financing and securities lending balance for Zhongwei Semiconductor was 454 million yuan, indicating a high level of financing activity [1] Financing Overview - The financing buy-in on October 10 was 97.30 million yuan, with a current financing balance of 453 million yuan, representing 7.10% of the circulating market value [1] - The financing balance is above the 90th percentile level for the past year, indicating a high level of investor interest [1] - In terms of securities lending, 1,600 shares were repaid and 400 shares were sold on October 10, with a total selling amount of 15,100 yuan [1] Company Profile - Zhongwei Semiconductor (Shenzhen) Co., Ltd. was established on June 22, 2001, and listed on August 5, 2022 [1] - The company specializes in the research, design, and sales of mixed-signal chips and analog chips, with revenue contributions from various segments: 40.58% from consumer electronics chips, 30.66% from small appliance control chips, 25.25% from large appliances and industrial control chips, 3.44% from automotive electronics chips, and 0.07% from other sources [1] Shareholder Information - As of June 30, the number of shareholders for Zhongwei Semiconductor was 22,600, 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] - The company has distributed a total of 380 million yuan in dividends since its A-share listing [3]

Core Viewpoint - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 1.14% and the Hang Seng Tech Index dropping by 2.45% on October 10th [1] Group 1: Semiconductor Sector - The semiconductor sector in Hong Kong showed weakness, with notable declines in key stocks: SMIC fell over 5%, Fudan Microelectronics and Hua Hong Semiconductor dropped more than 4%, and InnoCare and ChipMOS fell over 3% [1] Group 2: Beverage Sector - In contrast, the beverage sector performed well, with Gu Ming rising over 13%, Mixue Group increasing nearly 6%, and other companies like Hou Shang Ayi, Cha Ba Dao, Uni-President China, and Nongfu Spring also seeing gains [1]

Core Viewpoint - The semiconductor stocks experienced a significant decline, with several companies seeing drops exceeding 10% due to adjustments in margin financing rates related to high static price-to-earnings ratios [1] Group 1: Stock Performance - Dongxin Co. and Baiwei Storage fell over 11% - Yandong Micro and Jinghe Integration dropped over 10% - Demingli, Huahong, and Purun shares decreased over 8% - Lianyun Technology and Chiplink Integration fell over 7% - Other companies like Hengsuo, Aojie Technology, and Zhongke International saw declines over 6% [1] Group 2: Margin Financing Adjustments - On October 9, margin financing rates for stocks like Zhongke International and Baiwei Storage were reduced to 0 due to their static price-to-earnings ratios exceeding 300 times - Multiple brokerages clarified that this adjustment is a routine operation based on exchange rules established in 2016, applicable to all A-share stocks with similar high static price-to-earnings ratios [1]

Summary of Key Points Core Viewpoint The Hong Kong stock market has seen significant activity from September 21 to September 27, with 25 companies submitting prospectuses, 3 companies passing hearings, and 2 new stocks successfully listed. Group 1: Companies Submitting Prospectuses - A total of 25 companies submitted listing applications to the Hong Kong Stock Exchange during the specified period, including major players like 大洋电机, 天赐材料, and 格林美 [2][4][5] - Notably, 12 of these companies have already listed on the A-share market, indicating a trend towards dual listings in both A and H shares [2][4] Group 2: Companies Passing Hearings - Three companies successfully passed hearings: 长风药业, 挚达科技, and 金叶国际 [30] - 长风药业 focuses on biopharmaceuticals for respiratory diseases, with projected revenues of 6.08 billion RMB in 2024 [31] - 挚达科技 is the largest provider of home electric vehicle charging stations globally, with revenues of 5.9 billion RMB in 2024 [32] - 金叶国际 is a long-established electromechanical engineering contractor, specializing in HVAC systems [33] Group 3: Companies in the IPO Process - Five companies are currently in the IPO process, including 长风药业, 紫金黄金国际, 西普尼, 博泰车联, and 奇瑞汽车 [34] - 奇瑞汽车 successfully listed on September 25, with a first-day stock price increase of 13.75% [41][43] Group 4: Financial Performance of Companies - 大洋电机 reported total revenues of approximately 109.3 billion RMB in 2022, with a projected increase to 121.13 billion RMB in 2024 [5] - 天赐材料's revenues were approximately 223.17 billion RMB in 2022, expected to decline to 125.18 billion RMB in 2024 [6] - 格林美's revenues were around 293.92 billion RMB in 2022, projected to reach 332.00 billion RMB in 2024 [7] - 万辰集团, a leading snack and beverage retailer, reported revenues of 5.49 billion RMB in 2022, with a significant increase to 323.29 billion RMB in 2024 [10] Group 5: Market Trends and Insights - The trend of companies seeking dual listings in both A and H shares is becoming more prevalent, reflecting a strategic move to access broader capital markets [2][4] - The overall activity in the Hong Kong IPO market indicates a robust interest from companies looking to capitalize on the favorable market conditions [2][30]