（文章来源：每日经济新闻） 芯朋微（SH 688508，收盘价：60.65元）8月5日晚间发布公告称，截至本公告披露日，无锡芯朋微电子 股份有限公司控股股东、实际控制人、董事长、核心技术人员张立新先生持有公司股份约3430万股，占 公司总股本的26.12%，均为首次公开发行A股股票前获得的股份。张立新先生因个人资金需求，自本公 告披露之日起15个交易日后的3个月内，在符合法律法规规定的减持前提下，拟通过集中竞价和/或大宗 交易方式合计减持股份不超过约262.62万股，减持比例不超过公司总股本的2%。 2024年1至12月份，芯朋微的营业收入构成为：集成电路占比99.61%，其他业务占比0.39%。 ...

证券代码：688508 证券简称：芯朋微 公告编号：2025-037 无锡芯朋微电子股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 减持主体的基本情况: 截至本公告披露日，无锡芯朋微电子股份有限公 司（以下简称"公司"）控股股东、实际控制人、董事长、核心技术人员张立新 先生持有公司股份 34,301,000 股，占公司总股本的 26.12%，均为首次公开发行 A 股股票前（以下简称"IPO 前"）获得的股份。 减持计划的主要内容：张立新先生因个人资金需求，自本公告披露之日 起 15 个交易日后的 3 个月内，在符合法律法规规定的减持前提下，拟通过集中 竞价和/或大宗交易方式合计减持股份不超过 2,626,206 股，减持比例不超过公司 总股本的 2%。 1 股东名称 张立新 股东身份 控股股东、实控人及一致行动人 √是 □否 直接持股 5%以上股东 √是 □否 董事、监事和高级管理人员 √是 □否 其他：核心技术人员 持股数量 34,301,000股 持股比例 ...

转自：证券时报 人民财讯8月5日电，芯朋微(688508)8月5日晚间公告，公司控股股东、实际控制人、董事长、核心技术 人员张立新计划15个交易日后的3个月内，通过集中竞价和/或大宗交易方式合计减持公司股份不超过 262.62万股，减持比例不超过公司总股本的2%。 ...

每经AI快讯，8月5日，芯朋微(688508.SH)公告称，公司控股股东、实控人、董事长、核心技术人员张 立新因个人资金需求，计划在未来3个月内通过集中竞价和/或大宗交易方式减持不超过262.62万股，减 持比例不超过公司总股本的2%。减持期间为2025年8月27日至11月24日。 ...

智通财经APP讯，芯朋微(688508.SH)，公司控股股东、实际控制人、董事长、核心技术人员张立新因 个人资金需求自本公告披露之日起15个交易日后的3个月内拟通过集中竞价和/或大宗交易方式合计减持 股份不超过262.62万股，减持比例不超过公司总股本的2%。 ...

格隆汇8月5日丨芯朋微(688508.SH)公布，公司控股股东、实际控制人、董事长、核心技术人员张立新 先生因个人资金需求，自本公告披露之日起15个交易日后的3个月内，在符合法律法规规定的减持前提 下，拟通过集中竞价和/或大宗交易方式合计减持股份不超过262.62万股，减持比例不超过公司总股本 的2%。 ...

格隆汇8月5日｜芯朋微公告，控股股东、实际控制人、董事长及核心技术人员张立新持有3430.1万股， 占26.12%；拟于2025年8月27日至2025年11月24日，通过集中竞价减持不超过131.31万股、大宗交易减 持不超过262.62万股，减持比例不超过2%，股份均为IPO前取得。 ...

芯朋微公告，控股股东、实际控制人、董事长及核心技术人员张立新持有3430.1万股，占26.12%；拟于 2025年8月27日至2025年11月24日，通过集中竞价减持不超过131.31万股、大宗交易减持不超过262.62万 股，减持比例不超过2%，股份均为IPO前取得。 ...

Core Viewpoint - The Shanghai Smart Home Index has shown positive performance, with significant increases over various time frames, indicating a growing interest and investment in the smart home sector [2]. Group 1: Index Performance - The Shanghai Smart Home Index has increased by 5.01% over the past month, 3.70% over the past three months, and 8.44% year-to-date [2]. - The index is based on a sample of publicly listed companies in the smart home sector, including component manufacturers, terminal device manufacturers, system integrators, and service providers [2]. Group 2: Index Composition - The top ten weighted companies in the Shanghai Smart Home Index include Industrial Fulian (2.6%), Ecovacs (2.59%), Cambridge Technology (2.25%), and others, reflecting a diverse range of companies within the smart home industry [2]. - The index is composed entirely of companies listed on the Shanghai Stock Exchange, with a sector breakdown of 60.15% in Information Technology, 21.89% in Consumer Discretionary, 12.21% in Communication Services, and 5.74% in Industrials [3]. Group 3: Index Adjustment Mechanism - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [3]. - Weight factors are generally fixed until the next scheduled adjustment, with provisions for temporary adjustments in special circumstances such as delisting or corporate restructuring [3].

Investment Rating - Industry Rating: Outperform the market (maintained rating) [7] Core Insights - The semiconductor industry is experiencing robust growth driven by AIoT, industrial control, and automotive electronics, with significant revenue increases reported by key players such as Rockchip (H1 revenue up 64% YoY, net profit up 185%-195% YoY), Espressif (net profit up 65%-78% YoY), and Tailing Micro (net profit up 267% YoY) [2][13][18] - The storage sector is witnessing a recovery with Demingli reporting H1 revenue of 3.8-4.2 billion yuan, reflecting a YoY increase of 75%-93%, and a narrowing of losses in Q2, indicating a potential turning point for profitability [2][20][28] - Price forecasts for Q3 indicate a significant increase in DRAM prices, with expectations of a 15%-20% rise, and NAND Flash prices expected to increase by 5%-10%, driven by strong demand from AI investments and enterprise-level storage needs [3][14][29][30] Summary by Sections 1. Performance Forecasts - The design sector is seeing comprehensive growth, with companies like Rockchip and Espressif benefiting from AI demand and domestic substitution [2][18] - The equipment and materials sector is also on a steady upward trend, with domestic equipment manufacturers like Changchuan Technology and Yitang Co. benefiting from domestic substitution and successful customer expansion [2][19] 2. Storage Price Outlook - Q3 price forecasts for DRAM show a comprehensive increase, with Consumer DDR4 expected to rise by 40%-45% and Server DDR4 by 28%-33% [3][30] - NAND Flash prices are also expected to rise, with enterprise SSDs projected to increase by 5%-10% and 3D NAND wafers by 8%-13% [3][14][30] 3. Recommended Stocks - Key stock recommendations in the storage sector include Jiangbolong, which is expected to benefit from price increases and domestic substitution, with a projected revenue growth of 200% YoY by Q1 2025 [4][15] - Other recommended companies span various segments, including design (e.g., Rockchip, Espressif), equipment (e.g., Changchuan Technology), and materials (e.g., Dinglong Technology) [6][16]