每经头条（nbdtoutiao）——"短板"正在被一块块补上！直击湾芯展："中国芯"是怎么炼成的 （记者 曾健辉） 截至发稿，芯联集成市值为552亿元。 每经AI快讯，芯联集成（SH 688469，收盘价：6.59元）10月16日晚间发布公告称，基于公司的整体战 略发展规划和实际经营需求，看好功率模组应用配套所需各类芯片的市场发展，以及新型政策性金融工 具的落实和推进的重要契机，公司拟向控股子公司芯联先锋增资人民币18亿元，保障"三期12英寸集成 电路数模混合芯片制造项目"的持续实施。增资后，芯联先锋的注册资本不低于约132.92亿元，其他股 东拟放弃优先认购权，芯联集成对芯联先锋的持股比例不低于50.85%。 2024年1至12月份，芯联集成的营业收入构成为：集成电路行业占比96.42%，其他业务占比3.58%。 ...

Core Viewpoint - Company plans to increase capital by 1.8 billion RMB to its subsidiary, ChipLink Pioneer, to support the ongoing implementation of a 12-inch integrated circuit analog-digital mixed chip manufacturing project, indicating confidence in the market for power module application chips and the importance of new policy financial tools [1] Group 1 - The total investment for the 12-inch integrated circuit project is expected to reach 22.2 billion RMB, with a production capacity of 100,000 wafers per month [1] - After the capital increase, the registered capital of ChipLink Pioneer will not be less than 13.292 billion RMB, and the company will maintain a shareholding ratio of no less than 50.85% [1] - The project is anticipated to have applications in various sectors, including new energy, automotive, industrial control, and consumer electronics [1] Group 2 - The production line has completed preliminary construction, and all process platforms have entered the stage of mass production [1]

| 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-10-15 | 88.24万 | 13.90亿 | 4.67% | | 2025-10-14 | 1891.26万 | 13.89 Z | 4.68% | | 2025-10-13 | 1833.44万 | 13.70亿 | 4.36% | | 2025-10-10 | 1.12亿 | 13.52亿 | 4.57% | | 2025-10-09 | 5668.28万 | 12.39亿 | 3.81% | 融券方面，当日融券卖出5.26万股，融券偿还15.98万股，融券净买入10.72万股，融券余量270.27万股， 近20个交易日中有13个交易日出现融券净卖出。 | 交易日 | 融券冷卖出(股) | 融券会重(股) | 融券余额(元) | | --- | --- | --- | --- | | 2025-10-15 | -10.72万 | 270.27万 | 1816.20万 | | 2025-10-14 | 18.84万 | 280.99万 | 1882.60万 | ...

新华财经北京10月14日电统计显示，2025年9月，A股上市公司共计实施定增15起，同比上升200%；实际募资总额约1447.14亿元，同比上升10359%。 按照首次披露预案日口径统计，2025年9月A股上市公司定增预案发布数量共计33起，拟募资规模约326亿元，同比上升37.45%。其中，拓荆科技、中材科技 等企业拟募资规模相对靠前。 9月实际募资约1447亿元 根据信披数据，以定增股份上市日统计，2025年9月A股上市公司共计实施定增15起，同比上升200%；实际募集资金合计约1447.14亿元，同比上升 10356%、环比上升695%。 图1：2024年9月以来A股实施定增数量及实际募集总额 2025年9月实施定增的上市公司中，中国船舶的实际募资额排在首位。中国船舶新增股份数量为30.53亿股，发行价格为37.59元／股，实际募资总额为1147.7 亿元，募集资金净额拟用于吸收合并中国船舶重工股份有限公司。 实际募资额排在第二位的是芯联集成。该公司9月增发新股约13.14亿股，发行价格为4.04元／股，实际募资总额为53.07亿元，募集资金净额拟用于购买芯联 越州集成电路制造（绍兴）有限公司72.33 ...

Core Insights - The collaboration between ChipLink Integrated and Li Auto has reached a significant milestone with the mass production of silicon carbide (SiC) products, marking a new phase in their strategic partnership [2] - The SiC products are expected to enhance the efficiency and range of Li Auto's electric vehicles, particularly in the i-series models [2] - ChipLink Integrated has reported over 1 billion yuan in SiC revenue for 2024, reflecting a year-on-year growth of over 100% [3] Group 1 - The partnership event between ChipLink Integrated and Li Auto signifies the successful implementation of their strategic cooperation in the SiC product domain [2] - The mass production of SiC products is a critical component of Li Auto's pure electric strategy [2] - The SiC products demonstrate superior performance in terms of conduction resistance and application junction temperature compared to mainstream market products [2] Group 2 - ChipLink Integrated has established the first domestic 8-inch SiC MOSFET production line, achieving mass production with industry-leading performance metrics [3] - The company has completed customer validation for China's first integrated DrMOS 55nm BCD chip, with mass production expected in the second half of the year [3] - ChipLink Integrated anticipates that revenue from AI-related projects will reach double digits as several projects, including server power chips and robotic laser radar chips, are expected to ramp up production by 2026 [3]

Core Viewpoint - ChipLink Integrated has shown significant stock price growth this year, with a notable increase in trading activity and institutional holdings, indicating strong market interest and potential for future growth [1][2][3] Group 1: Stock Performance - As of October 13, ChipLink Integrated's stock price increased by 2.10%, reaching 6.82 CNY per share, with a trading volume of 2.90 billion CNY and a turnover rate of 0.98%, resulting in a total market capitalization of 571.70 billion CNY [1] - Year-to-date, the stock price has risen by 32.94%, with a 6.07% increase over the last five trading days, 19.86% over the last 20 days, and 41.79% over the last 60 days [2] Group 2: Company Overview - ChipLink Integrated Circuit Manufacturing Co., Ltd. was established on March 9, 2018, and went public on May 10, 2023. The company specializes in wafer foundry and module packaging testing in the MEMS and power device sectors, providing one-stop system foundry solutions [2] - The revenue composition of ChipLink Integrated includes 85.96% from integrated circuit wafer manufacturing foundry, 9.24% from module packaging, 3.58% from other services, and 1.21% from research and development services [2] Group 3: Financial Performance - For the period from January to June 2025, ChipLink Integrated reported a revenue of 34.95 billion CNY, reflecting a year-on-year growth of 21.38%. However, the net profit attributable to shareholders was -1.70 billion CNY, showing a year-on-year increase of 63.82% in losses [2] Group 4: Institutional Holdings - As of June 30, 2025, the largest shareholder of ChipLink Integrated is the Huaxia SSE Sci-Tech Innovation Board 50 ETF, holding 266 million shares, an increase of 27.72 million shares from the previous period. Other significant shareholders include the E Fund SSE Sci-Tech Innovation Board 50 ETF and the Southern CSI 500 ETF, with new entries from the Guolian An CSI All-Index Semiconductor Products and Equipment ETF [3]

格隆汇10月11日｜有投资者在互动平台向芯联集成提问：贵公司的产品可以用在机器人，人形机器人 吗？芯联集成回应称，公司MEMS传感器及功率类芯片等代工产品可用于人形机器人领域，如语音交 互、姿态识别、运动捕捉、机械手抓取与操作、环境感知、导航定位等场景，产品包含麦克风，惯性、 压力传感器以及激光雷达光源和扫描镜等。 ...

【导读】上证指数盘中突破3900点，续创10年新高 | 上证指数 | 深证成指 | | 北证50 | | | --- | --- | --- | --- | --- | | 3908.28 | 13677.13 | | 1525.15 | | | +25.50 +0.66% | +150.62 +1.11% | | -3.48 -0.23% | | | 科创50 | 创业板指 | | 万得全A | | | 1559.66 | 3273.72 | | 6406.42 | | | +64.38 +4.31% | +35.55 +1.10% | | +57.48 +0.91% | | | 沪深300 | 中证500 | | 中证A500 | | | 4688.12 | 7493.63 | | 5679.31 | | | +47.43 +1.02% | +81.26 +1.10% | | +60.60 +1.08% | | | 中证1000 | 深证100 | | 中证红利 | | | 7629.64 | 6024.45 | | 5450.78 | | | +54.67 +0.72% | +65.92 +1.11% ...

Group 1 - The stock price of ChipLink Integrated-U reached a historical high, increasing by 9.42% to 7.20 yuan, with a trading volume of 93.06 million shares and a transaction amount of 643 million yuan, resulting in a turnover rate of 2.10% [2] - The latest total market capitalization of the company in A-shares is 60.36 billion yuan, with a circulating market capitalization of 31.90 billion yuan [2] - The electronic industry, to which ChipLink Integrated-U belongs, has an overall increase of 2.83%, with 387 stocks rising and 4 stocks hitting the daily limit, while 90 stocks declined [2] Group 2 - As of September 30, the latest margin trading balance for ChipLink Integrated-U is 1.19 billion yuan, with a financing balance of 1.18 billion yuan, reflecting a recent increase of 150 million yuan, a 14.56% month-on-month growth [2] - The company's semi-annual report indicates that it achieved an operating income of 3.495 billion yuan in the first half of the year, representing a year-on-year growth of 21.38%, while the net profit was -170 million yuan, showing a year-on-year increase of 63.82% [2] - The basic earnings per share for the company is -0.0200 yuan [2]

证券代码：688469 证券简称：芯联集成 公告编号：2025-051 芯联集成电路制造股份有限公司 关于 2024 年限制性股票激励计划 首次授予部分第一个归属期（第二批次）归属结果公告 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。 本次归属股票数量：158.2338 万股 股票来源：公司从二级市场回购的公司 A 股普通股。 根据中国证监会、上海证券交易所、中国证券登记结算有限责任公司上海分公司 有关业务规则的规定，芯联集成电路制造股份有限公司（以下简称"公司"）于 2025 年 9 月 29 日收到中国证券登记结算有限责任公司出具的《过户登记确认书》，公司 2024 年限制性股票激励计划（以下简称"本激励计划"）首次授予部分第一个归属期 （第二批次）的股份已完成过户。现将有关情况公告如下： 一、本次限制性股票授予已履行的决策程序和信息披露情况 （一）2024 年 4 月 13 日，公司召开第一届董事会第二十一次会议，会议审议通 过了《关于公司<2024 年限制性股票激励计划（草案）>及其摘要的议案》《关于公 司<20 ...