无锡芯朋微电子股份有限公司 证券代码：688508 证券简称：芯朋微 公告编号：2025-051 关于变更签字注册会计师的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 无锡芯朋微电子股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日、 2025 年 4 月 22 日召开第五届董事会第十六次会议和 2024 年年度股东大会，审 议通过了《关于公司续聘北京德皓国际会计师事务所（特殊普通合伙）为 2025 年度会计师事务所的议案》，同意续聘北京德皓国际会计师事务所（特殊普通合 伙）（以下简称"北京德皓国际"）为 2025 年度报告审计机构和内部控制审计机 构。具体内容详见公司于 2025 年 3 月 29 日在上海证券交易所（www.sse.com.cn） 披露的《关于聘任公司 2025 年度审计机构的公告》（公告编号：2025-010）。 近日，公司收到北京德皓国际送达的《关于变更无锡芯朋微电子股份有限公 司 2025 年度审计签字注册会计师的函》，现将具体情况公告如下： 一、本次变 ...

Core Viewpoint - The 22nd China International Semiconductor Expo (IC China 2025) will be held from November 23 to 25, 2025, at the National Convention Center in Beijing, showcasing advancements in the semiconductor industry, particularly in AI chips and advanced manufacturing processes [2][3]. Industry Overview - IC China has been a significant event in the semiconductor industry since 2003, establishing itself as a top-tier industry brand and benchmark [3]. - The expo will focus on the entire integrated circuit industry chain, highlighting the latest technologies, products, and applications, with a theme of "Gathering Strength in Chips, Driving the Future" [4]. Exhibition Details - The expo will feature seven major exhibition areas, including IC design, industry chain, innovative applications, and components, with over 600 exhibitors expected [5]. - Notable companies participating include Yangtze Memory Technologies, Huada Jiutian, and Tongfu Microelectronics, among others [5]. Market Trends - China's semiconductor industry is projected to exceed $180 billion in sales by 2024, with a significant portion of this growth driven by domestic innovation and reduced reliance on imports [6]. - In the first ten months of this year, China's integrated circuit exports reached approximately $161.7 billion, indicating a year-on-year increase of over 23% [6][7]. Growth Projections - The semiconductor industry is expected to experience a dual breakthrough in technology and scale, with a compound annual growth rate (CAGR) of 19.6% in chip design from 2006 to 2025 [13]. - By 2026, the semiconductor industry is anticipated to maintain a CAGR of over 10% [14]. R&D Investments - A-share semiconductor companies are projected to invest over $80 billion in R&D in 2024, with a research intensity exceeding 13% [15]. - The highest growth in revenue from 2021 to 2024 is expected in semiconductor equipment, integrated circuit manufacturing, and discrete devices [15]. Investment Insights - The National Integrated Circuit Industry Investment Fund has significant holdings in 32 companies within the semiconductor industry, with many experiencing substantial increases in financing [17]. - Companies like Shengke Communication and Jiangbolong have seen financing balances increase by over 400% and 350%, respectively, indicating strong investor interest [18]. Stock Performance - Among the 32 companies with National Fund holdings, 12 have seen stock price increases of less than 30% this year, despite significant increases in financing [19]. - Notable companies include Hu Silicon Industry and Tai Ling Microelectronics, with financing balances increasing by over 85% and 187%, respectively [19][20].

Group 1 - The core point of the announcement is that Wuxi Chipone Microelectronics Co., Ltd. has disclosed the results of a share reduction plan initiated by its controlling shareholder, Zhang Lixin, who has decided to terminate the plan early after reducing his holdings by approximately 1.97% of the company's total shares [1][3][6] Group 2 - Before the reduction plan, Zhang Lixin held 34,301,000 shares, representing 26.12% of the company's total share capital, all acquired prior to the IPO [2][4] - The reduction plan was initially announced on August 6, 2025, with a maximum intended reduction of 2,626,206 shares, which is up to 2% of the total share capital [3][6] - As of November 18, 2025, Zhang Lixin had reduced his holdings by 2,589,396 shares through centralized bidding and block trading, leading to the decision to terminate the reduction plan early [3][5][6]

Group 1 - The core transaction on November 18 involved a block trade of 275,000 shares of Chipone Technology, with a transaction value of 14.3 million yuan and a transaction price of 52.00 yuan, reflecting an 11.29% discount compared to the closing price of the day [2][3] - The buyer of the block trade was Guotai Junan Securities Co., Ltd. Nanjing Changfu Street Securities Branch, while the seller was Guoxin Securities Co., Ltd. Wuxi Guanshan Road Securities Branch [2][3] - Over the past three months, Chipone Technology has recorded a total of 7 block trades, with a cumulative transaction value of 102 million yuan [2] Group 2 - The latest margin financing balance for Chipone Technology is 514 million yuan, with a decrease of 3.85 million yuan over the past five days, representing a decline of 0.74% [3] - As of November 18, Chipone Technology's closing price was 58.62 yuan, showing a slight increase of 0.38%, with a daily turnover rate of 1.35% and a total transaction amount of 104 million yuan [2] - In the last five days, the stock has experienced a cumulative decline of 1.63%, with a total net outflow of funds amounting to 12.68 million yuan [2]

Core Insights - On November 18, several companies disclosed their shareholding changes, with 康缘药业, 超达装备, and 海大集团 announcing share buybacks, while 15 companies, including 立达信 and 艾布鲁, reported share reductions [1][2]. Group 1: Share Buybacks - 康缘药业's actual controller and director, 肖伟, increased his shareholding by 20,000 shares [2]. - 超达装备 secured a stock repurchase loan commitment from China Bank for up to 450 million yuan [2]. - 海大集团 plans to repurchase shares worth no less than 1 billion yuan and up to 1.6 billion yuan [2]. Group 2: Share Reductions - 立达信's shareholder, 李春华, intends to reduce his stake by no more than 1.56% [2]. - 艾布鲁's controlling shareholder, 钟儒波, plans to reduce his stake by no more than 3% [2]. - 高德红外's actual controller, 黄立, aims to reduce his stake by no more than 3% [2]. - 嘉美包装's shareholders plan to collectively reduce their stake by no more than 1.16% [2]. - 蓄奥规划's shareholders intend to reduce their stake by no more than 1% [2]. - 君逸数码's shareholder, 成都高创投, plans to reduce his stake by no more than 1% [2]. - 联合水务's shareholder, 上海衡联, intends to reduce his stake by no more than 0.14% [2]. - 亚翔集成's second-largest shareholder has reduced 130,000 shares and is still in the reduction period [2]. - 芯朋微's controlling shareholder, 张立新, has terminated his reduction plan early [2]. - 安旭生物's shareholder, 马华祥, plans to reduce his stake by no more than 0.94% [2]. - 农心科技's shareholder, 宁波农旗, intends to reduce his stake by no more than 0.54% [2]. - 禾川科技's actual controller and others plan to reduce their stake by no more than 6% [2]. - 世龙实业's shareholder, 电化高科, plans to reduce his stake by no more than 3% [2]. - 中国化学's executive, 聂宁新, intends to reduce his stake by no more than 60,000 shares [2]. - 鸿泉技术's shareholder, 千方科技, plans to reduce his stake by no more than 3% [2].

证券代码：688508 证券简称：芯朋微 公告编号：2025-050 无锡芯朋微电子股份有限公司 股东提前终止减持计划暨减持股份结果公告 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： 减持主体持股的基本情况 本次减持计划实施前，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。 减持计划的实施结果情况 公司于 2025 年 8 月 6 日在上海证券交易所网站披露了《股东减持股份计划 公告》（公告编号：2025-037）。张立新先生因个人资金需求，自减持计划披露 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%。 公司于 2025 年 11 月 18 日收到张立新先生出具的《 ...

格隆汇11月18日丨芯朋微(688508.SH)公布，公司于2025年11月18日收到张立新先生出具的《关于股份减持实施结果告知函》。截至2025年11月18日，张立新先生通过集中竞价及大宗交易 ...

Core Points - The controlling shareholder Zhang Lixin originally planned to reduce holdings by no more than 2% (262.62 million shares) within three months, but ultimately reduced holdings by 258.94 million shares, accounting for 1.97% [1] - The reduction occurred through centralized bidding (85.39 million shares) and block trading (173.55 million shares), with a total transaction amount of 160 million yuan and a transaction price range of 52 to 70.58 yuan per share [1] - After the reduction, the remaining shares held by Zhang Lixin are 31.71 million shares, representing 24.15% of total shares, and the reduction plan has been terminated early [1]

芯朋微公告，控股股东张立新原拟3个月内减持不超262.62万股、占2%，实际于2025年9月15日至11月 18日通过集中竞价减持85.39万股、大宗交易减持173.55万股，合计258.94万股，占1.97%，成交金额1.6 亿元，成交价52～70.58元/股，剩余36810股未减持，现持股3171.16万股，占24.15%，并提前终止减持 计划。 ...

11月18日，芯朋微大宗交易成交27.5万股，成交额1430万元，占当日总成交额的12.08%，成交价52元， 较市场收盘价58.62元折价11.29%。 | NORTHER THE VEY | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 卖出营业部 是否为专场 | | 025-11-18 | 芯開發 | 688508 | 1430 57 | 27.5 | 是有些事情绪影像 | 器曾是葡萄出落虚 ко | ...