证券代码：688458 证券简称：美芯晟 公告编号：2025-014 美芯晟科技（北京）股份有限公司 关于以集中竞价交易方式回购公司股份比例达到总股 本 1%暨股份回购进展公告 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。 截至 2025 年 4 月 17 日，公司通过上海证券交易所交易系统以集中竞价交易 方式累计回购公司股份 1,181,036 股，占公司总股本 111,536,629 股的比例为 1.0589%，与上次披露数相比增加 0.3355%，回购成交的最高价为 40.33 元/股， 最低价为 30.12 元/股，成交总金额为人民币 41,270,611.98 元（不含印花税、交 易佣金等交易费用）。 上述股份回购符合法律法规的规定及公司回购股份方案的要求。 三、其他事项 | 回购方案首次披露日 | 2025/1/18 | | --- | --- | | 回购方案实施期限 | 待董事会审议通过后 12 个月 | | 预计回购金额 | 2,500万元~5,000万元 | | 回购用途 | □减少注册资本 √用于员工持 ...

美芯晟公告，公司于2025年1月16日召开董事会审议通过股份回购方案，计划以2500万元至5000万元资 金，通过集中竞价方式回购股份，用于员工持股计划或股权激励。截至2025年4月17日，公司累计回购 118.1万股，占公司总股本的1.0589%，回购价格区间为30.12元/股至40.33元/股，累计使用资金4127.06 万元(不含交易费用)。 ...

4月11日美芯晟(688458)收盘价40.80元，收盘涨停，全天换手率13.28%，振幅11.96%，成交额4.46亿 元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报数据宝统计显示，上榜的前五大买卖营业部合计成交1.59亿元，其中，买入成交额为8748.41万 元，卖出成交额为7119.74万元，合计净买入1628.68万元。具体来看，今日上榜营业部中，第一大买入 营业部为中信建投（601066）证券股份有限公司常州分公司，买入金额为3925.27万元，其次是高盛(中 国)证券有限责任公司上海浦东新区世纪大道证券营业部，买入金额1590.50万元。卖出营业部中，有2 家机构专用席位现身，即卖二、卖四，卖出金额分别为1571.11万元、1018.11万元，营业部合计卖出 4530.52万元。买卖金额相抵，机构专用席位今日净卖出该股2589.22万元。 资金流向方面，该股今日全天主力资金净流入1119.70万元。(数据宝) 美芯晟4月11日龙虎榜 买入营业部名称 买入金额(万元) | 中信建投证券股份有限公司常州分公司 | 3925.27 | | --- | --- | | 高盛( ...

Group 1 - The Shanghai Stock Exchange Science and Technology Innovation Board Composite Index (000680) has shown a strong increase of 2.66% as of April 11, 2025, with notable individual stocks such as Jinghua Micro (688130), Meixin Sheng (688458), and Naxin Micro (688052) each rising by 20% [1] - The Huaxia Science and Technology Innovation Index ETF (589000) has experienced a 2.22% increase, marking its fourth consecutive rise, with the latest price reported at 0.92 yuan and a transaction volume of 21.67 million yuan [1] - Over the past month, the Huaxia Science and Technology Innovation Index ETF has seen a significant growth in scale, increasing by 7.13 million yuan, with the latest share count reaching 884 million, a new high for the month [2] Group 2 - The net inflow of funds into the Huaxia Science and Technology Innovation Index ETF has reached 28.90 million yuan, with a total of 43.39 million yuan accumulated over the last five trading days [2] - The Ministry of Industry and Information Technology has emphasized the need to accelerate the development of specialized and innovative small and medium-sized enterprises, focusing on innovation, digital empowerment, talent development, ecological support, and service enhancement [2] - Guosen Securities highlights that under the current trade tensions, technological self-reliance and autonomy are crucial for breaking through challenges, with China's established industrial ecosystem and advancing engineering talent providing a significant comparative advantage in the electronics industry [2] Group 3 - The Huaxia Science and Technology Innovation Index ETF closely tracks the performance of the Shanghai Stock Exchange Science and Technology Innovation Board Composite Index, which includes stocks from eligible companies listed on the Science and Technology Innovation Board [3] - As of March 31, 2025, the top ten weighted stocks in the index include Haiguang Information (688041), Cambricon (688256), and SMIC (688981), collectively accounting for 22.34% of the index [3] - The Huaxia Science and Technology Innovation Index ETF has associated fund products, including the Huaxia Shanghai Science and Technology Innovation Board Composite ETF Connect A (023719) and C (023720) [3]

Core Viewpoint - The semiconductor sector experienced a significant rally in the afternoon, with nearly 20 stocks hitting the daily limit up, indicating strong investor interest and positive market sentiment towards the industry [1] Group 1: Stock Performance - Companies such as Weijie Chuangxin, Jinghua Micro, SIRUI, Meixin Sheng, Naxin Micro, Fuman Micro, Jiewate, Huahong Company, Shanghai Beiling, Tongfu Microelectronics, and Yingfang Micro all reached the daily limit up [1] - Other stocks like Jingfeng Mingyuan, Guomin Technology, Aiwei Electronics, and Anlu Technology saw increases of over 10% [1]

Group 1: AI Industry Developments - The European Union is investing in the construction of 13 AI super factories, with a total investment goal of €200 billion, including a dedicated fund of €20 billion for these projects [1] - Each AI super factory will be equipped with over 100,000 high-end AI processors, with the best-performing factories hosting up to 25,000 processors [1] Group 2: Film Industry Response - The National Film Administration of China plans to moderately reduce the import of American films in response to the U.S. government's imposition of tariffs on Chinese goods, which may decrease the audience's favorability towards American films [1] Group 3: Telecommunications and 5G - Beijing aims to achieve comprehensive 5G large-scale applications by the end of 2027, establishing itself as a leading city in 5G applications, enhancing industrial support, network service capabilities, and ecological collaboration [2] Group 4: Corporate Financial Performance - TSMC reported March revenue of NT$285.96 billion, a year-on-year increase of 46.5%, and Q1 revenue of NT$839.25 billion, up 41.6% year-on-year [3] - Meixin Sheng expects Q1 2025 net profit to be between RMB 2 million and 5 million, marking a significant turnaround from losses, driven by a 30% to 35% increase in revenue [5] - Huaxi Biological's 2024 revenue reached RMB 5.371 billion, with skin-related medical revenue exceeding RMB 1 billion, reflecting a 43.57% year-on-year growth [6] Group 5: Corporate Actions and Shareholder Commitments - Kingsoft WPS Corporation Limited, the controlling shareholder of Kingsoft Office, has committed not to reduce its shareholding from April 10, 2025, to December 31, 2025 [4] - Jincheng Co. plans to repurchase shares worth between RMB 50 million and 100 million for employee stock ownership or equity incentives [6] - Guangge Technology intends to repurchase shares with a total amount between RMB 10 million and 20 million for employee stock ownership plans [6] Group 6: Investment and Financing Activities - Stardust Intelligence has completed several rounds of financing, raising several hundred million yuan, with participation from prominent investors [7] - Shenzhen Ruisi Zhixin Technology has received equity financing from multiple investors, indicating strong market interest [8] - Anhui Zhongsheng Traceability Biotechnology has completed B+ round financing of RMB 85 million, continuing its trend of successful fundraising [9]

Financial Performance - The company expects Q1 2025 revenue to be between 123 million and 128 million CNY, representing a year-over-year increase of 30% to 35%[3]. - The projected net profit attributable to the parent company for Q1 2025 is between 2 million and 5 million CNY, marking a turnaround from a net loss of 13.26 million CNY in the same period last year[3][4]. - The gross profit margin for the current period is expected to be around 38%, an increase of approximately 16 percentage points year-over-year[3]. - The expected net profit after deducting non-recurring gains and losses for Q1 2025 is projected to be between -3 million and 0 CNY, showing a significant improvement from the previous year's loss[3]. - The company has achieved its best-ever Q1 financial results, with net profit turning positive for the first time in history[5]. Business Growth Drivers - The significant revenue growth is primarily driven by the optical sensor business and wireless charging products, with the DToF chip entering large-scale delivery stages[5]. - Continuous R&D investment has led to the development of competitive new products, including the DToF chip for precise distance measurement[6]. Strategic Plans - The company plans to deepen market demand exploration and expand its product matrix in 2025, enhancing brand influence[6]. - The company aims to optimize costs and improve operational efficiency through supply chain integration and advanced management practices[5][6]. Performance Forecast Uncertainty - The company has not identified any major uncertainties affecting the accuracy of the performance forecast[8].

Core Viewpoint - The company, 美芯晟, anticipates a significant increase in revenue and a turnaround in profitability for the first quarter of 2025 compared to the same period last year [1] Financial Performance - Projected revenue for Q1 2025 is between 123 million to 128 million yuan, representing an increase of 28.3251 million to 33.3251 million yuan year-on-year, which is a growth of 30% to 35% [1] - Expected net profit attributable to the parent company for Q1 2025 is between 2 million to 5 million yuan, an increase of 15.2639 million to 18.2639 million yuan compared to the same period last year, indicating a return to profitability [1] - The projected net profit attributable to the parent company, excluding non-recurring gains and losses, is expected to be between -3 million to 0 yuan, reflecting an increase of 15.5546 million to 18.5546 million yuan year-on-year [1] - The company's gross margin is expected to be around 38%, which is an increase of approximately 16 percentage points year-on-year [1]

证券代码：688458 证券简称：美芯晟 公告编号：2025-012 美芯晟科技（北京）股份有限公司 截至 2025 年 3 月 31 日，公司通过上海证券交易所交易系统以集中竞价交易 方式累计回购公司股份 806,857 股，占公司总股本 111,536,629 股的比例为 0.7234%， 回购成交的最高价为 40.33 元/股，最低价为 35.38 元/股，成交总金额为人民币 28,359,773.72 元（不含印花税、交易佣金等交易费用）。 | 回购方案首次披露日 | 2025/1/18 | | --- | --- | | 回购方案实施期限 | 待董事会审议通过后 12 个月 | | 预计回购金额 | 万元 2,500 万元~5,000 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 股 806,857 | | 累计已回购股数占总股本比例 | 0.7234% | | 累计已回购金额 | 2,835.98 万元 | | 实际回购价格区间 | 元/股~40.33 元/股 35.38 | ...

关于持股 5%以上股东权益变动 证券代码：688458 证券简称：美芯晟 公告编号：2025-011 美芯晟科技（北京）股份有限公司 触及 1%整数倍的提示性公告 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: 本次权益变动不会导致美芯晟科技（北京）股份有限公司（以下简称"公司"） 控股股东、实际控制人发生变化，不会对公司治理结构及未来持续经营产生重大影 响。 本次权益变动为公司资本公积金转增股本上市导致的持股比例变动，WI HARPER FUND VII HONG KONG LIMITED（以下简称"WI Harper Fund VII"、"信息 披露义务人"）询价转让减持公司股份及履行此前已披露的减持股份计划，不触及 要约收购。 本次权益变动后，WI HARPER FUND VII HONG KONG LIMITED 持有公司 7,757,729 股股份，占公司总股本的比例由 8.35%减少至 6.96%。 公司于 2025 年 3 月 14 日收到 WI Harper Fund VII 出具的《关于权 ...