Group 1 - The A-share market showed mixed performance on August 7, with the semiconductor sector standing out as a strong performer, with stocks like Dongxin Co., Fuman Microelectronics, and Ashi Chuang hitting a 20% limit up [1] - Notable gains were also seen in stocks such as Jinghua Microelectronics and Xinhenghui, which rose by 14.41% and 11.28% respectively, while several other stocks in the sector saw increases exceeding 5% [1] - Guosen Securities expressed optimism about the semiconductor industry's sustained high prosperity, particularly highlighting opportunities in analog and memory sectors [1] Group 2 - TSMC has raised its annual revenue growth forecast from approximately 25% to 30%, driven by strong AI demand and a moderate recovery in non-AI demand, indicating continued high prosperity in the industry [1] - The semiconductor sector is expected to experience a series of catalysts, including NVIDIA's CEO Jensen Huang's visit to China, upcoming earnings reports from SMIC and Hua Hong Semiconductor, and the initiation of new product preparations by Apple [1]

科创芯片ETF指数紧密跟踪上证科创板芯片指数，上证科创板芯片指数从科创板上市公司中选取业务涉 及半导体材料和设备、芯片设计、芯片制造、芯片封装和测试相关的证券作为指数样本，以反映科创板 代表性芯片产业上市公司证券的整体表现。 截至2025年8月7日 13:26，上证科创板芯片指数(000685)强势上涨1.04%，成分股东芯股份(688110)上涨 20.00%，南芯科技(688484)上涨8.04%，寒武纪(688256)上涨3.53%，翱捷科技(688220)，中巨芯(688549) 等个股跟涨。科创芯片ETF指数(588920)上涨1.05%， 冲击4连涨。最新价报1.06元。 消息面上，德州仪器（TI）启动了一轮大规模价格调整，涉及超过6万款产品型号，较6月调整的3300款 激增近20倍。此次涨价覆盖全系产品，整体价格区间上移10%-30%，其中超四成产品涨幅超过30%。工 业控制和汽车电子领域受影响最大，数字隔离器、隔离驱动芯片等关键器件价格普遍上涨25%以上。消 费电子和通信设备则温和调价，涨幅在5%-15%。 机构指出，模拟芯片目前处于一个国产替代的中期阶段，国内厂商的市场份额在40%，海外大厂 ...

格隆汇8月7日｜半导体板块午后继续走强，其中，东芯股份、阿石创20CM涨停，晶华微（维权）、富 满微此前20CM涨停，斯达半导、盈方微此前10CM涨停，芯导科技、国科微、神工股份、台基股份、 富瀚微、南芯科技、赛微微电、安凯微等跟涨。 ...

富满微20cm涨停，东芯股份涨超15%，新恒汇、神工股份、盈方微、大为股份、南芯科技等涨超5%。 (本文来自第一财经) ...

南芯科技最新一期业绩显示，截至2025一季报，公司营业总收入6.85亿元、同比增长13.86%，归属净利 润6349.26万元，同比减少36.86%，扣非净利润5626.23万元，同比减少43.76%，流动比率5.857、速动比 率4.885、资产负债率16.39%。 来源：金融界 资金流向方面，今日主力资金净流出3106.80万元，占比成交额5.13%。其中，超大单净流出867.42万 元、占成交额1.43%，大单净流出2239.38万元、占成交额3.7%，中单净流出流入3859.99万元、占成交 额6.38%，小单净流出753.19万元、占成交额1.24%。 天眼查商业履历信息显示，上海南芯半导体科技股份有限公司，成立于2015年，位于上海市，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42545.7743万人民币，实缴资本 36000万人民币。公司法定代表人为阮晨杰。 金融界消息 截至2025年8月5日收盘，南芯科技（688484）报收于41.6元，上涨3.48%，换手率4.97%， 成交量14.58万手，成交金额6.05亿元。 通过天眼查大数据分析，上海南芯半导体科技股份有限 ...

Trading Information Summary - On August 1, 2025, Nanchip Technology (688484) closed at 40.15 yuan, up 4.94%, with a turnover rate of 4.32%, trading volume of 126,700 shares, and a transaction amount of 501 million yuan [1] - The fund flow on August 1 showed a net outflow of 88,400 yuan from main funds, a net inflow of 23.63 million yuan from retail funds, and a net outflow of 23.54 million yuan from individual investors [4] Company Announcements Summary - Nanchip Technology expects to have daily related transactions with Shenzhen Gan Nan Semiconductor Technology Co., Ltd. in 2025, totaling no more than 10 million yuan (excluding tax), with 9 million yuan for purchasing raw materials and 1 million yuan for purchasing services [2][4] - The company plans to use up to 700 million yuan of idle raised funds for cash management, investing in high-security, liquid financial products, with a usage period not exceeding 12 months [2][5] - Nanchip Technology also intends to use up to 1.5 billion yuan of idle self-owned funds for cash management under similar conditions as above [5] - The registered capital of Nanchip Technology has been changed to 425.702911 million yuan, with the total number of shares increasing to 425.702911 million shares following the completion of stock registration for the first vesting period of the 2023 restricted stock incentive plan [3][4]

Core Viewpoint - Nanchip Technology (688484) has shown a significant increase in stock price and is expected to report a rise in revenue for the first half of 2025, despite a decline in net profit due to market competition and product structure adjustments [1][3]. Financial Performance Summary - Nanchip Technology's stock closed at 40.15 yuan, up 7.41% from the previous week, with a market capitalization of 17.092 billion yuan [1]. - The company forecasts revenue for the first half of 2025 to be between 1.43 billion yuan and 1.5 billion yuan, representing a year-on-year growth of 14.39% to 19.99% [1][3]. - Expected net profit attributable to shareholders is projected to be between 108.8605 million yuan and 133.1605 million yuan, reflecting a decrease of 47.03% to 35.09% year-on-year [1]. - The net profit after excluding non-recurring gains and losses is anticipated to be between 83.41845 million yuan and 107.9184 million yuan, down 59.50% to 47.60% year-on-year [1]. Market and Operational Insights - The consumer market demand has shown slight recovery, particularly in the automotive and industrial sectors, contributing to an increase in market share and sales volume [1]. - The overall gross margin is expected to decline to 36% to 37% due to intense market competition and adjustments in product structure [1]. - The company is increasing its R&D investment, with a notable rise in R&D expenses [1]. Related Transactions and Financial Management - Nanchip Technology anticipates a maximum of 10 million yuan in daily related transactions with Shenzhen Gan Nan Semiconductor Technology Co., Ltd. for 2025 [2]. - The company plans to use up to 700 million yuan of idle raised funds for cash management, focusing on high-security and liquid investment products [2][3]. - The board has approved the use of up to 1.5 billion yuan of idle self-owned funds for cash management, with similar investment product criteria [3]. Capital Changes - The total number of shares has increased from 425,457,743 to 425,702,911, with the registered capital changing to 425,702,911 yuan [5].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688484 证券简称：南芯科技 公告编号：2025-050 上海南芯半导体科技股份有限公司 关于变更注册资本及修订《公司章程》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、准确性和完整性依法承担法律责任。 上海南芯半导体科技股份有限公司（以下简称"公司"）已于2025年7月31日召开第二届董事会第七次会 议，审议通过了《关于变更公司注册资本及修订〈公司章程〉的议案》，现将相关内容公告如下： 除上述修订的条款内容外，《公司章程》其他条款不变。 根据公司2023年第一次临时股东大会的授权，公司本次变更注册资本及修订《公司章程》事宜无需提交 股东会审议，公司将及时办理工商变更登记及备案等相关手续。上述变更最终以市场监督管理部门核准 的内容为准。修订后的《公司章程》于同日在上海证券交易所网站（www.sse.com.cn）上予以披露。 特此公告。 一、本次变更注册资本的情况 公司2023年限制性股票激励计划首次授予部分第二类激励对象第一个归属期及预留授予部分第一类激励 对象第一个归属期归属事项 ...

Trading Information - On July 31, 2025, Nanchip Technology (688484) closed at 38.26 CNY, with a slight increase of 0.05% and a turnover rate of 2.59%. The trading volume was 75,900 shares, with a total transaction value of 295 million CNY [1] - The fund flow on the same day showed a net outflow of 16.71 million CNY from main funds, accounting for 5.67% of the total transaction value. Retail investors had a net inflow of 2.01 million CNY, representing 0.68% of the total transaction value [1][4] Performance Disclosure - Nanchip Technology expects to achieve a revenue of 1.43 billion to 1.5 billion CNY for the first half of 2025, reflecting a year-on-year growth of 14.39% to 19.99%. However, the net profit attributable to shareholders is projected to decrease by 35.09% to 47.03%, amounting to 108.86 million to 133.16 million CNY [2][4] - The company reported a revenue of 1.25 billion CNY and a net profit of 205.15 million CNY for the first half of 2024. The net profit after deducting non-recurring gains and losses was 205.96 million CNY [2] - The slight recovery in consumer market demand, particularly in the automotive and industrial sectors, is expected to contribute to stable growth in the main business. However, the overall gross margin is anticipated to decline to 36% to 37% due to intense market competition and product structure adjustments [2] Company Announcements - The company plans to use up to 700 million CNY of idle raised funds for cash management, focusing on high-security and high-liquidity investment products. The investment period will not exceed 12 months [3][4] - Nanchip Technology announced a change in registered capital, increasing from 4,254.57743 million CNY to 4,257.02911 million CNY, with the total number of shares rising accordingly. This change does not require shareholder approval [5]

Core Viewpoint - Shanghai Nanchip Semiconductor Technology Co., Ltd. (referred to as "Nanchip Technology") has announced the expected daily related transaction amount for 2025, which is deemed necessary for the company's business operations and development, adhering to fair and open trading principles [1][2]. Summary by Sections Daily Related Transactions Overview - The expected daily related transaction amount for 2025 is capped at RMB 10 million (approximately USD 1.54 million), excluding tax [2]. - The transactions will involve purchasing raw materials and services from Shenzhen Gan Nan Semiconductor Technology Co., Ltd. [5][6]. Transaction Approval Process - The board of directors and the supervisory board of Nanchip Technology approved the expected daily related transaction amount during meetings held on July 31, 2025 [2][5]. - Independent directors confirmed that the expected transaction amount aligns with the company's operational needs and complies with relevant laws and regulations [1][6]. Transaction Details - The company plans to purchase raw materials worth RMB 9 million (approximately USD 1.39 million) and services worth RMB 1 million (approximately USD 154,000) from the related party [2][4]. - The expected transactions represent 0.53% and 1.87% of the total procurement amounts for raw materials and services, respectively, in 2024 [4]. Purpose and Impact of Transactions - The daily related transactions are essential for meeting the operational needs of the company and enhancing its market competitiveness [6]. - The pricing for these transactions will follow fair market principles, ensuring no harm to the interests of the company or its shareholders, particularly minority shareholders [6][7]. Related Party Information - Shenzhen Gan Nan Semiconductor Technology Co., Ltd. was established on July 10, 2023, and is primarily engaged in integrated circuit design and sales [4][5]. - The major shareholder of Shenzhen Gan Nan holds a 45.39% stake in the company, indicating a significant relationship between the two entities [4][5]. Compliance and Recommendations - The expected daily related transactions have been reviewed and approved by the board and supervisory board, with independent directors expressing their agreement [7]. - The transactions are considered to meet the company's production and operational needs without adversely affecting its independence or ongoing viability [6][7].