Core Insights - The MEMS micro-nano manufacturing components industry is experiencing rapid growth due to increased penetration in consumer electronics, automotive electronics, industrial automation, and healthcare sectors, with the global market expected to reach 7.3 billion yuan by 2025 and 7.7 billion yuan by 2026 [1][5][10] Industry Definition and Classification - MEMS (Micro-Electro-Mechanical Systems) combines electronic and mechanical technologies to create devices at micro or nano scales, enabling smart and integrated systems [2][3] - Key components include sensors, acoustic modules, optical modules, pressure sensors, and inertial sensors, characterized by miniaturization, integration, and mass production [3][4] Current Industry Status - The MEMS micro-nano manufacturing components market is expanding, driven by technological advancements and increasing demand for miniaturized and intelligent devices [4][5] - The largest segment within this market is sensors, followed by acoustic modules, with significant growth projected in various subcategories [5] Industry Chain - The upstream of the MEMS industry includes high-grade metals, silicon-based materials, polymers, and precision equipment, with high technical barriers and reliance on imports for some high-end materials [6] - The midstream focuses on the production of MEMS components, characterized by high technology barriers and added value [6] - The downstream applications span aerospace, automotive, biomedical, and consumer electronics sectors [6] Competitive Landscape - The MEMS micro-nano manufacturing components market in China is primarily dominated by foreign companies, with domestic firms accelerating their efforts to replace imports and enhance core technologies [7] - Key players include AAC Technologies, Huazhong University of Science and Technology, Goertek, and others, with ongoing advancements in various segments [7][8] Development Trends - The MEMS industry is evolving towards micro-nano precision manufacturing of integrated functional components, emphasizing miniaturization, integration, and mass production [9][10] - Future growth is anticipated as technological advancements lower production costs and expand applications across various sectors, including IoT, consumer electronics, and automotive industries [10]

天眼查资料显示，华润微集成电路（无锡）有限公司，成立于2002年，位于无锡市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本19501.6776万人民币。通过天眼查大数据分 析，华润微集成电路（无锡）有限公司共对外投资了1家企业，参与招投标项目410次，财产线索方面有 商标信息18条，专利信息907条，此外企业还拥有行政许可19个。 财经频道更多独家策划、专家专栏，免费查阅>> 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，华润微集成电路（无锡）有限公司取得一项名为"适用于汽车安全芯片的 ECC抗攻击方法、装置、设备及介质"的专利，授权公告号CN118860727B，申请日期为2023年4月。 ...

Market Performance - The US stock market continued its post-Christmas pullback, with all three major indices closing lower, marking a subdued end to 2025. The S&P 500 index fell by 0.74% to 6845.5 points, the Nasdaq Composite dropped by 0.76% to 23241.99 points, and the Dow Jones Industrial Average decreased by 0.63% to 48063.29 points [1]. - For the year, the S&P 500 recorded an annual increase of 16.39%, while the Nasdaq managed a 20.36% rise, achieving over 20% growth for three consecutive years. The Dow Jones also rose by 12.97%, marking a similar performance for the third year in a row [3]. Individual Stock Performance - Among the top performers in the S&P 500, four storage giants—SanDisk, Western Digital, Micron Technology, and Seagate Technology—led the annual gains. Semiconductor stocks like Lam Research, AI application leader Palantir, and Comfort Systems, which provides HVAC solutions for data centers, also featured prominently [3]. - In the tech sector, only Google and Nvidia among the "Big Seven" tech companies outperformed the benchmark index in 2025 [8]. Commodity and Sector Movements - US silver futures experienced a significant drop of 9% due to a second margin increase by the CME Group within a week, negatively impacting the mining sector. Companies like Endeavour Silver and Silvercorp Metals saw declines of over 4% and 2.8%, respectively [11]. Chinese Stocks - The Nasdaq Golden Dragon China Index closed down 1.13% but recorded an annual increase of 11.33%. Notable Chinese stocks included Alibaba, which rose over 75%, and Netease, which increased by 58.28% [12]. Corporate News - Warren Buffett officially retired as CEO of Berkshire Hathaway on December 31, 2025, after a long tenure, although he will remain as chairman of the board [13]. - Tesla achieved a milestone with a driver completing a coast-to-coast journey using full self-driving technology, marking a significant advancement in autonomous vehicle capabilities [15]. - Nvidia and AMD are expected to enter a "year-long price increase cycle" for GPUs, driven by rising memory costs, with flagship models potentially reaching prices as high as $5000 [16]. - Trump Media & Technology Group announced plans to issue a new cryptocurrency to shareholders, despite a significant annual decline in stock value [17]. - Brookfield Asset Management is launching a cloud computing business to challenge tech giants like Amazon, aiming to reduce AI development costs [18]. - Uber is in talks to acquire the parking app SpotHero, which could create synergies between ride-hailing and parking services [19].

| （一）高级管理人员提前离任的基本情况 | | --- | | | | | | | | | 是否继续在上 | 是否存在未 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | | 离任时间 | | 原定任期到期日 | 离任原因 | 市公司及其控 | 履行完毕的 | | | | | | | | | 股子公司任职 | 公开承诺 | | | 副总裁兼总 | | | | | | | | | 李舸 | 法律顾问、 | 2025 | 年 月 12 | 日 31 | 年 月 日 2028 5 22 | 工作调整 | 否 | 无 | | | 首席合规官 | | | | | | | | 关于公司高级管理人员辞职的公告 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。 重要内容提示： 华润微电子有限公司（以下简称 "公司"）董事会于近日收到公司现任高级 管理人员李舸先生提交的书面辞职报告。李舸先生因工作调整原因，申请辞去公 司副总裁兼总法律顾问、首席合规官职 ...

华润微公告称，董事会近日收到高级管理人员李舸书面辞职报告。因工作调整，李舸申请辞去副总裁兼 总法律顾问、首席合规官职务，2025年12月31日离任，原定任期到2028年5月22日，辞职后不再担任公 司任何职务。其辞职不会对公司日常运营产生不利影响。截至公告披露日，李舸持有公司股份28,800 股，承诺任期内遵守股份增减持规定。 ...

南财智讯12月31日电，华润微公告，公司董事会于近日收到高级管理人员李舸先生提交的书面辞职报 告。李舸先生因工作调整原因，申请辞去公司副总裁兼总法律顾问、首席合规官职务，辞职后将不再担 任公司任何职务，其辞职报告自送达董事会之日起生效。 ...

证券研究报告：电子 | 公司点评报告 股票投资评级 华润微(688396) 资料来源：聚源，中邮证券研究所 公司基本情况 | 最新收盘价（元） | 53.84 | | --- | --- | | 总股本/流通股本（亿股）13.28 | / 13.28 | | 总市值/流通市值（亿元）715 | / 715 | | 52 周内最高/最低价 | 58.65 / 39.30 | | 资产负债率(%) | 16.5% | | 市盈率 | 93.39 | | 第一大股东 | 华润集团(微电子)有限 | | 公司 | | 研究所 分析师:万玮 SAC 登记编号:S1340525030001 Email:wanwei@cnpsec.com 分析师:吴文吉 SAC 登记编号:S1340523050004 Email:wuwenji@cnpsec.com 增持 |维持 个股表现 2024-12 2025-03 2025-05 2025-08 2025-10 2025-12 -18% -11% -4% 3% 10% 17% 24% 31% 38% 45% 华润微 电子 l 投资建议： 我 们 预 计 公 司 2025/2026/ ...

证券日报网讯12月29日，华润微发布公告称，公司将于2026年1月16日召开2026年第一次临时股东会。 ...

China Resources Microelectronics Limited （华润微电子有限公司） 股东会议事规则 第一条 为完善 China Resources Microelectronics Limited （华润微电子有限公司，以下简称"公司"）治理，规范公司 行为，保证股东会依法行使职权，确保股东会的工作效率和 科学决策，特制定本规则。 第二条 根据《公司条例》（香港法例第622章）（以下简 称"《公司条例》"）、《中华人民共和国证券法》（以下简称"《证 券法》"）、《上市公司治理准则》、《上市公司股东会规则》等 其他有关法律规定及公司《组织章程细则》（以下简称"《章 程》"）的有关规定，制定本规则。 第三条 公司应当严格按照相关法律、法规及公司《章 程》的相关规定召开股东会，保证股东能够依法行使权利。 公司董事会应当切实履行职责，认真、按时组织股东会。 公司全体董事应当勤勉尽责，确保股东会正常召开和依法行 使职权。 第四条 股东会应当在相关法律法规和公司《章程》规 定的范围内行使职权。本规则适用于公司年度股东会和临时 股东会，是公司股东会及其参加者组织和行为的基本准则。 1 第二章 股东会的 ...

第一条 为规范 China Resources Microelectronics Limited（华润微电子有限公司，以下简称"公司"）的关联 交易决策事宜，依据《公司条例》（香港法例第 622 章）（以 下简称"《公司条例》"）等法律和公司《组织章程细则》（以 下简称"《章程》"）的有关规定，结合公司实际情况，制 定本制度。 第二条 公司的关联交易是指公司或其合并报表范围内 的子公司等其他主体与公司关联人之间发生的交易，包括以 下交易和日常经营范围内发生的可能引致资源或者义务转 移的事项： 华润微电子有限公司关联交易决策制度 （一）购买或者出售资产； - 1 - （二）对外投资（购买低风险银行理财产品的除外）； （三）转让或受让研发项目； （四）签订许可使用协议； （五）提供担保（含对控股子公司担保等）； （六）租入或者租出资产； （七）委托或者受托管理资产和业务； （八）赠与或者受赠资产； （九）债权、债务重组； （十）提供财务资助（含有息或者无息借款、委托贷款 等）； （十一）放弃权利（含放弃优先购买权、优先认购权等）； （十二）上海证券交易所认定的其他交易。 第三条 公司的关联人，指具有下列情形之一的 ...