Group 1 - The Ministry of Commerce announced that the "old-for-new" policy will drive consumer goods sales to reach 3.92 trillion yuan, benefiting 494 million consumers [3] - The policy will include support for the update of commercial facilities and energy-saving equipment, encouraging local governments to provide policy support for sorting center construction [3] - The "14th Five-Year Plan" aims to promote the construction of approximately 200 "waste-free cities" and increase the supply of high-quality green agricultural products [3] Group 2 - The People's Bank of China emphasized the importance of promoting high-quality economic development and reasonable price recovery in its monetary policy considerations [3] - The central bank plans to maintain ample liquidity and relatively loose social financing conditions to align monetary supply growth with economic growth and price level expectations [3] Group 3 - China Satcom issued a risk warning regarding its stock, which has increased by 108.64% since December 3, 2025, significantly outpacing the industry and market indices [5] - The company’s current price-to-earnings ratio stands at 704.09, far exceeding the industry average, indicating a potential risk of a significant price drop [5] Group 4 - Chipsource announced an investment in TianSui Chip Technology, acquiring control of ZhiDian Semiconductor, with a capital increase of 940 million yuan [6] - The company will hold a 40% stake in TianSui Chip Technology, becoming its largest shareholder [6] Group 5 - Aerospace Electronics reported a stock price increase of 123.23% since November 27, 2025, indicating a potential market overheating situation [7] - The stock's trading volume has been significant, raising concerns about the sustainability of its current price level [7] Group 6 - Keda Xunfei is collaborating with over 500 intelligent robot manufacturers, providing AI services based on its multi-modal perception and large model capabilities [7] - The company is positioned as a key player in the robotics industry, partnering with leading firms [7] Group 7 - Zhongtai Co. expects a net profit of 420 million to 480 million yuan for 2025, indicating a turnaround from losses [9] - Lier Chemical anticipates a net profit of 460 million to 500 million yuan, representing a year-on-year growth of 113.62% to 132.19% [9]

Company Announcements - Jia Mei Packaging's stock price increased by 230% from December 17, 2025, to January 6, 2026, leading to a suspension for investigation starting January 7, 2026 [2] - Guosheng Technology's stock rose by 370.2% during the same period, prompting a suspension for investigation effective January 7, 2026 [3] - Fenglong Co., Ltd. indicated that it may apply for a suspension if its stock price continues to rise abnormally [4] - Xinfang Pharmaceutical is facing public prosecution for alleged unit bribery [7] - Shengke Communication's second-largest shareholder plans to reduce its stake by no more than 3% [8] - Chip Origin Technology completed the acquisition of Zhudian Semiconductor [9] - Robotech's subsidiary signed a significant contract for automatic optical switch packaging with a Swiss client [10] - Aerospace Changfeng clarified that it does not engage in brain-computer interface or commercial aerospace businesses [12] - Chengjian Development holds 18.91 million shares of Century Space, making it the fourth-largest shareholder [13] - Sanbo Brain Science is not involved in the research, production, or sales of brain-computer interface products [14] - Weisi Medical's new products in the brain-computer interface field are still in the early market cultivation stage [16] - Mairande's products in the brain-computer interface area are also in the research and market cultivation phase [17] - Guankang Technology plans to acquire 100% of Liaojing Electronics, with stock resuming trading [19] - Yahui Long signed a strategic cooperation framework agreement with Brain Machine Star Chain to expand its presence in the brain-computer interface field [20] - China Satellite Communications warned that its stock price is at a historical high and may experience a significant drop [21] - Beidou Star Communication stated that commercial aerospace is just one application scenario for its products and services [22] Financial Performance - Lier Chemical expects a net profit increase of 113.62% to 132.19% for 2025 [39] - Zhongtai Co., Ltd. anticipates a net profit of 420 million to 480 million yuan for 2025, recovering from a previous loss [38] Financing and Capital Increase - Desai Xiwai is planning to issue H-shares and list on the Hong Kong Stock Exchange [40] - Xingye Yinx is also preparing to issue H-shares for listing on the Hong Kong Stock Exchange [41] Other Significant Events - Baotailong's controlling shareholder was ordered to rectify its failure to fulfill a shareholding increase commitment [42] - *ST Changyao's stock may face termination of listing due to negative net assets and other financial issues [43]

【1月6日芯原股份投资天遂芯愿收购逐点半导体控制权】1月6日，芯原股份公告称，联合共同投资人对 天遂芯愿科技有限公司投资，以天遂芯愿为收购主体，收购逐点半导体（上海）股份有限公司控制权。 2025年12月12日，公司与共同投资方签署《增资协议》和《股东协议》等交易文件，天遂芯愿拟新增注 册资本9.4亿元。 投资完成后，天遂芯愿注册资本将变为9.5亿元，芯原股份持有40%股权，成为单一第 一大股东，还将控制多数董事席位并享有控制权。截至公告披露日，各方完成交割，逐点半导体纳入公 司合并报表范围。 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 ...

智通财经APP讯，芯原股份(688521.SH)发布公告，公司联合共同投资人对天遂芯愿科技(上海)有限公司 进行投资，并以天遂芯愿为收购主体收购逐点半导体(上海)股份有限公司的控制权。2025年12月12日， 公司与共同投资方签署《增资协议》和《股东协议》等交易文件，天遂芯愿拟新增注册资本9.4亿元。 本次投资完成后，天遂芯愿的注册资本将变更为9.5亿元，公司将持有天遂芯愿40%股权、成为天遂芯 愿单一第一大股东，并将根据相关交易协议控制天遂芯愿的多数董事席位并享有对天遂芯愿的控制权。 截至公告披露日，各方已根据交易协议约定完成交割，逐点半导体纳入公司合并报表范围。 ...

证券代码：688521 证券简称：芯原股份 公告编号：2026-001 芯原微电子（上海）股份有限公司 关于联合投资人共同对外投资暨收购 逐点半导体交割完成的公告 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、准确性和完整性承担法律责任。 2025 年 12 月 12 日，公司与天遂芯愿、华芯鼎新（北京）股权投资基金（有 限合伙）、上海国投先导集成电路私募投资基金合伙企业（有限合伙）、北京屹 唐元创股权投资基金合伙企业（有限合伙）、北京芯创智造二期创业投资基金（有 限合伙）和上海涵泽创业投资合伙企业（有限合伙）（以下合称"共同投资方"） 签署《增资协议》和《股东协议》等交易文件，天遂芯愿拟新增注册资本 94,000 万元。本次投资完成后，天遂芯愿的注册资本将变更为 95,000 万元，公司将持 有天遂芯愿 40%股权、成为天遂芯愿单一第一大股东，并将根据相关交易协议控 制天遂芯愿的多数董事席位并享有对天遂芯愿的控制权。具体内容详见公司于上 海证券交易所网站（www.sse.com.cn）及指定媒体披露的《关于联合投资人共同 对外投资暨收购逐点半导体的进展 ...

芯原股份1月6日公告，公司拟联合共同投资人对特殊目的公司天遂芯愿科技（上海）有限公司进行投 资，并以天遂芯愿为收购主体收购逐点半导体（上海）股份有限公司的控制权。截至本公告披露日，根 据本次交易项下协议的履行情况，各方均同意本次交易已达可交割状态，公司与共同投资方已根据《增 资协议》约定向天遂芯愿完成出资和增资，天遂芯愿已根据《股份购买协议》约定向逐点半导体相关原 股东支付收购价款，各方已根据交易协议约定完成交割。交割完成后，公司享有天遂芯愿的控制权，天 遂芯愿持有逐点半导体100%股份，逐点半导体纳入公司合并报表范围。 ...

Group 1 - The core viewpoint of the news highlights the performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which is currently showing a steady upward trend with a 0.28% increase, indicating strong market interest and support near daily moving averages [1] - The ETF's constituent stocks are experiencing a bullish atmosphere, with notable gains from companies such as Xinghuan Technology (over 9% increase) and Lanke Technology (over 3% increase), along with several others rising over 1% [1] - The ETF demonstrates excellent liquidity and trading volume, with a turnover rate exceeding 7%, showcasing its role as an important tool for investing in the AI sector [1] Group 2 - Citic Construction Investment Securities suggests focusing on the application of AI large models in eyewear, which could enhance consumer purchasing desire through new experiences [2] - The report emphasizes the importance of technological breakthroughs in improving user experience, including advancements in full-color Micro-LED, two-dimensional array waveguides, lightweight components, and enhanced battery life, which can lead to more interactive scenarios and applications [2] - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support, with a 20% price fluctuation range aiding in capturing the "singularity moment" of the AI industry [2]

Group 1 - The Shanghai Composite Index rose by 1.34%, reaching its highest level since July 2015, while the Sci-Tech Innovation Information Index increased by 2.24% [1] - Notable stock performances included Zhongwei Company rising over 6%, and companies like Lanke Technology, Huahong Company, and SMIC increasing by over 2% [1] - The Sci-Tech Innovation Technology ETF (588100) saw a 2.27% increase with a turnover rate exceeding 11%, and it has gained over 49% in 2025 according to data from Tian Tian Fund [1] Group 2 - Samsung and SK Hynix have proposed price increases for DRAM used in servers, PCs, and smartphones, with first-quarter prices expected to rise by 60%-70% compared to Q4 of the previous year [1] - An industry insider noted that clients understand the difficulty for Samsung and SK to quickly ramp up production, leading to expectations that clients will accept the significant price hikes [1] - The top ten weighted stocks in the Sci-Tech Innovation Technology ETF include SMIC, Haiguang Information, Cambricon, Lanke Technology, Zhongwei Company, Kingsoft, Tuojing Technology, Chipone, Huahong Company, and Hushi Silicon Industry, collectively accounting for over 56.09% of the ETF [1]

1月5日，芯原股份涨5.04%，截至发稿，报143.87元/股，成交20.44亿元，换手率2.76%，总市值756.55 亿元。 华泰保兴产业升级混合发起A（021792）基金经理为尚烁徽。 截至发稿，尚烁徽累计任职时间8年290天，现任基金资产总规模10.06亿元，任职期间最佳基金回报 154.23%， 任职期间最差基金回报-38.16%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，芯原微电子(上海)股份有限公司位于中国(上海)自由贸易试验区春晓路289号张江大厦20A， 成立日期2001年8月21日，上市日期2020年8月18日，公司主营业务涉及依托自主半导体IP,为客户提供 平台化、全方位、一站式芯片定制服务和半导体IP授权服务。主营业务收入构成为：芯片量产业务收入 41.85%，知识产权授权使用费收入28.81%，芯片设计业务收入23.83%，特许权使用费收入5.21%，其他 (补充)0.29%。 从基金十大重仓股角度 数据显示 ...

转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院移动游戏研究小组发布的《中国移动游戏行业市场前瞻与投资战 略规划分析报告》。 分析近五年来的中国集成电路行业融资事件数(数据截至2025年11月21日)，2021-2022年为行业融资高热 期，均突破1000起融资事件，2023年数量有所回落但总额升至1.15万亿元，2024年数量微降且总额腰斩至 5623.92亿元，2025年数量小幅回升至938起，总额为9110.51亿元。 融资事件汇总 2025年我国集成电路行业的主要融资事件如下： 行业主要上市公司：目前国内集成电路产业的上市公司主要有芯原股份(688521.SH);寒武纪(688256.SH); 概伦电子(688206.SH);北方华创(002371.SZ);中微公司(688012.SH);兆易创新(603986.SH);圣邦微电子 (300661.SZ);华虹集团(688347.SH);中芯国际(688981.SH/00981.HK);长电科技(600584.SH);通富微电 (002156.SZ)等。 本文核心数据：融资事件数;融资总量 1、中国集成电路行业投融资现状 融资事件情况 图表2： ...