证券代码：688512 证券简称：慧智微 公告编号：2025-031 投资者可于 2025 年 8 月 28 日（星期四）至 9 月 3 日（星期三）16:00 前登录 上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 db@smartermic ro.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 广州慧智微电子股份有限公司（以下简称"公司"）将于 2025 年 8 月 29 日 发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度的经营成果、财务状况，公司计划于 2025 年 9 月 4 日（星期四）下午 15:00-16:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次业绩说明会以网络互动形式召开，公司将针对 2025 年半年度的经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围 内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 （一） 会议召开时间：2025 年 9 月 4 日（星期四）下午 15:00-16:00 广州慧智微电子股份有限公司 关于 ...

异动分析 国家大基金持股+芯片概念+5G+人民币贬值受益+专精特新 1、国家集成电路产业投资基金二期股份有限公司持2603万股，占总股本5.75%. 来源：新浪证券-红岸工作室 8月20日，慧智微涨1.16%，成交额2.49亿元，换手率6.00%，总市值61.06亿元。 5、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部专精特新 小巨人企业名单。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 技术面：筹码平均交易成本为11.72元 资金分析 今日主力净流入-244.10万，占比0.01%，行业排名99/165，连续3日被主力资金减仓；所属行业主力净流 入55.07亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-244.10万-2316.77万519.70万-18.12万-2781.91万 2、公司主营业务为射频前端芯 ...

Group 1 - The semiconductor stocks in the A-share market have shown strong performance, with notable increases in share prices for several companies [1] - Shengke Communication saw a rise of nearly 16%, while Dongxin Co. increased by over 13% [1] - Other companies such as Jingfeng Mingyuan, Jiewate, Debang Technology, Ashi Chuang, and Hongwei Technology also experienced gains of over 5% [1] Group 2 - The following table summarizes the performance of key semiconductor stocks, including their percentage increase, total market capitalization, and year-to-date growth [2] - Shengke Communication: 15.95% increase, market cap of 38.5 billion, YTD growth of 11.90% - Dongxin Co.: 13.67% increase, market cap of 46.9 billion, YTD growth of 325.70% - Jingfeng Mingyuan: 8.55% increase, market cap of 8.716 billion, YTD growth of 11.75% - Jiewate: 6.73% increase, market cap of 14.1 billion, YTD growth of 3.17% - Debang Technology: 5.74% increase, market cap of 6.862 billion, YTD growth of 32.15% - Ashi Chuang: 5.31% increase, market cap of 7.413 billion, YTD growth of 101.16% - Hongwei Technology: 5.11% increase, market cap of 6.088 billion, YTD growth of 65.34% [2]

Group 1 - The core stock price of Huizhiwei-U is reported at 12.18 yuan, reflecting a decline of 2.48% compared to the previous trading day [1] - The stock exhibited a volatility of 5.52% on the trading day, with a total transaction amount of 240 million yuan [1] - Huizhiwei-U specializes in the semiconductor sector, focusing on the research, design, and sales of RF front-end chips and modules [1] Group 2 - The company's products are primarily used in consumer electronics, including smartphones and IoT devices [1] - Current financial metrics indicate a price-to-earnings ratio of 398.51 and a price-to-book ratio of 3.11 [1] - The total market capitalization of Huizhiwei-U stands at 5.686 billion yuan, with a circulating market value of 3.953 billion yuan [1]

Core Viewpoint - GZPA Holding Limited plans to reduce its stake in Guangzhou Huizhi Microelectronics Co., Ltd. by up to 4,668,435 shares, representing a maximum of 1.00% of the company's total shares, due to personal funding needs [2][3]. Shareholder Holding Situation - As of the announcement date, GZPA holds 15,190,039 shares in the company, accounting for 3.25% of total shares [2]. Reduction Plan Details - GZPA intends to execute the share reduction through centralized bidding and block trading within three months from three trading days after the announcement [3]. - The reduction price will be determined based on market conditions at the time of the sale, and adjustments will be made if there are changes in share structure during the reduction period [3]. Shareholder's Past Reduction Activities - The shareholder has made commitments regarding the holding period and reduction methods, ensuring compliance with relevant regulations [6][7]. Compliance and Commitments - GZPA has committed not to transfer or manage its shares for twelve months following the company's initial public offering and will adhere to legal requirements for any future reductions [6][9]. - Any violation of these commitments will result in the obligation to return any profits from the reduction to the company [7][9]. Risk Considerations - The implementation of the reduction plan is subject to market conditions and may involve uncertainties regarding timing, pricing, and quantity [10][11].

Group 1 - Industrial Fulian reported a record high revenue of 360.76 billion yuan for the first half of 2025, a year-on-year increase of 35.6%, with a net profit of 12.11 billion yuan, up 38.6% [2] - In Q2, the revenue exceeded 200 billion yuan for the first time, reaching 200.34 billion yuan, a 35.9% increase year-on-year, with a net profit of 6.88 billion yuan, up 51.1% [2] Group 2 - A-share indices collectively rose last week, with the Shanghai Composite Index hitting a new high for the year, up over 2% for the week [3] - The market is shifting from traditional cyclical sectors to technology sectors, with quality tech assets expected to yield significant excess returns in Q3 [3] Group 3 - Major foreign investment projects are progressing steadily, with new policies to encourage foreign investment being implemented [4] - Cities like Wenzhou, Dalian, and Xuzhou have GDP growth rates exceeding 6%, with potential to join the "trillion-dollar club" by year-end [4] Group 4 - In July, the consumer price index (CPI) in Guangdong turned positive, rising 0.5% month-on-month, while the producer price index (PPI) decreased by 0.2% [5] - Hong Kong saw a record number of registered local companies, exceeding 1.5 million, with significant direct investment and job creation [5] Group 5 - Nearly 50 A-share companies have disclosed interim dividend plans, with major firms like China Mobile announcing substantial dividends [6] - The Hong Kong Investment Management Company is focusing on nurturing local startups and investing in quality enterprises [7] Group 6 - The A-share market is expected to face some resistance in the short term but remains in a bull market, with industry rotation accelerating [8] - Southbound capital has seen a cumulative net inflow of 900.8 billion HKD, indicating a strong preference for Chinese concept stocks [8] Group 7 - The new science and technology bond policy has led to a significant issuance of 880.66 billion yuan in three months, with a low average coupon rate [21] - Gold futures prices reached a historical high, driven by geopolitical factors and central bank policies [22]

Core Viewpoint - GZPA Holding Limited plans to reduce its stake in Guangzhou Huizhi Microelectronics Co., Ltd. by up to 4,668,435 shares, representing a maximum of 1.00% of the company's total shares, due to personal funding needs [1][2]. Shareholder Holding Situation - As of the announcement date, GZPA holds 15,190,039 shares, accounting for 3.25% of the company [1]. Reduction Plan Details - The reduction will be executed through centralized bidding and block trading within three months after the announcement, starting three trading days post-announcement [1][3]. - The reduction price will be determined based on market conditions at the time of the sale [2]. Shareholder Commitment - GZPA has previously committed not to transfer or manage its shares for twelve months following the company's IPO [4]. - Any reduction will comply with relevant laws and regulations, including advance notice to the company three trading days prior to the sale [5][6]. Compliance and Legal Responsibility - GZPA is willing to bear legal responsibility for any violations of its commitments regarding share reduction [7]. - The planned reduction aligns with previously disclosed commitments [8].

Group 1 - The controlling shareholder of Lu Wei Optoelectronics, Du Wubing, and others have committed not to reduce their holdings within six months [1] - Some shareholders of Liyang Chip plan to collectively reduce their holdings by no more than 3.94% [1] - Chuzhou Junyuan intends to reduce its holdings in Longlide by no more than 1.9% [1] Group 2 - Brad intends to reduce his holdings in Yinbao Shanneng by no more than 1.54% [1] - Shanghai Jianyuan plans to reduce its holdings in Heda Technology by no more than 1.1% [1] - Shareholder GZPA of Huizhiwei intends to reduce its holdings by no more than 1% [1] Group 3 - Specific shareholder Cai Jing of Nanjing Julong plans to reduce its holdings by 0.87% [1] - Zhongcheng Co., Ltd. intends to reduce its holdings in Funeng Energy by no more than 0.37% [1] - Ruizhi Investment and others plan to collectively reduce their holdings in Xingrui Technology by no more than 497,000 shares [1] Group 4 - General Manager Tu Yunhua of Mengjie Co., Ltd. intends to reduce his holdings by no more than 801,100 shares [1] - Vice Chairman Xu Qiang of Yuanda Holdings plans to reduce his holdings by 800,000 shares [1] - Director Meng Lingjun of Henghua Technology intends to reduce his holdings by no more than 92,800 shares [1] Group 5 - Some senior executives of Silicon Treasure Technology plan to collectively reduce their holdings by no more than 77,300 shares [1]

Core Viewpoint - On August 10, no listed companies disclosed any increase in shareholding, while 12 companies announced share reductions by their shareholders [1]. Group 1: Companies with Share Reductions - Funeng Technology: Shareholder Shenzhen Anman reduced its stake by 1% [2]. - Fulong Longyuan: Shareholder plans to reduce no more than 0.37% of the company's shares [2]. - Yinbao Shanjin: Shareholder plans to reduce no more than 7.638 million shares [2]. - Mengjie Co., Ltd.: General Manager Tu Yunhua plans to reduce no more than 0.11% of the company's shares [2]. - Yuanda Holdings: Vice Chairman and Vice President Xu Qiang plans to reduce no more than 0.1579% of the company's shares [2]. - Nanjing Julong: Specific shareholder Cai Jing plans to reduce no more than 0.87% of the company's shares [2]. - Longlide: Shareholder plans to reduce no more than 1.90% of the company's shares [2]. - Liyang Chip: Shareholders plan to collectively reduce no more than 3.94% of the company's shares [2]. - Henghua Technology: Director and senior management Meng Lingche plans to reduce no more than 0.015% of the company's shares [2]. - Xingrui Technology: Shareholders Ruizhi Investment and Hezhirui plan to reduce their stakes [2]. - Heda Technology: Shareholder Shanghai Jianyuan plans to reduce no more than 1.0954% of the company's shares [2]. - Huizhiwei: Shareholder GZPA plans to reduce no more than 1% of the company's shares [2].

Corporate Changes - Jiachuan Vision's actual controller is set to change to Mao Guangfu and Li Li couple, with stock resuming trading on August 11 [3] - *ST Sailong announced that due to a change in control, the chairman and several executives have resigned [5] Nuclear Power Development - China Nuclear Power announced that the first concrete for the nuclear island of the Zhejiang Jin Qimen Nuclear Power Plant Unit 1 was poured on August 10, 2025, with a capacity of 1.215 million kilowatts [4] Renewable Energy Expansion - Yunnan Energy Investment reported that the first batch of wind turbines for the Yongning Wind Farm expansion project has been connected to the grid, increasing total installed capacity to 1.85435 million kilowatts [6] New Projects - Chunguang Technology plans to invest up to 1 billion yuan in a new project to produce 8 million clean electrical appliances annually [7] - Fangsheng Pharmaceutical's subsidiary received approval for clinical trials of a new drug, Ziying Granules, for treating pelvic inflammatory disease [8] Financial Performance - Changqing Co. reported a net profit of 42.28 million yuan for the first half of 2025, a year-on-year increase of 117.75% [10] - Yanjing Beer achieved a net profit of 1.103 billion yuan in the first half of 2025, up 45.45% year-on-year [12] - Industrial Fulian reported a net profit of approximately 12.113 billion yuan, a 38.61% increase year-on-year [13] - Kaipu Testing's net profit increased by 3.73% year-on-year, with a proposed cash dividend of 3 yuan per 10 shares [14] - Jinghua New Materials reported a net profit of 37.67 million yuan, a decrease of 7.3% year-on-year [15] - Baiwei Storage reported a net loss of 226 million yuan in the first half of 2025, compared to a profit of 283 million yuan in the same period last year [16] - Xintian Green Energy's power generation in July increased by 9.32% year-on-year [17] Shareholding Changes - Lu Wei Optoelectronics' actual controller and major shareholders committed not to reduce their holdings within six months [19] - Liyang Chip's shareholders plan to collectively reduce their holdings by up to 3.94% [20] - Longlide's shareholder plans to reduce holdings by up to 1.9% [21] - Yinbao Shanneng's shareholder plans to reduce holdings by up to 1.54% [22] - Heda Technology's shareholder plans to reduce holdings by up to 1.1% [23] - Huizhiwei's shareholder plans to reduce holdings by up to 1% [24] - Nanjing Julong's specific shareholder plans to reduce holdings by 0.87% [25] - Furan Energy's shareholder plans to reduce holdings by up to 0.37% [26] - Xingrui Technology's shareholders plan to reduce holdings by up to 497,000 shares [27] - Mengjie Co.'s general manager plans to reduce holdings by up to 80,110 shares [28] - Yuanda Holdings' vice chairman plans to reduce holdings by 80,000 shares [29] - Henghua Technology's director plans to reduce holdings by up to 92,800 shares [30] - Silicon Treasure Technology's executives plan to reduce holdings by up to 77,300 shares [31]