Group 1 - The core point of the article is that Chip Origin Co., Ltd. announced a stock suspension due to plans to acquire equity in Chip Lai Zhirong and raise matching funds, with the suspension expected to last no more than 10 trading days starting from August 29, 2025 [1] - The transaction involves acquiring either all or a controlling stake in Chip Lai Zhirong, in which Chip Origin currently holds a 2.99% stake [1] - The preliminary counterparties for the transaction include Hu Zhenbo, Chip Lai Gongchuang (Shanghai) Management Consulting Center (Limited Partnership), and Chip Lai Hechuang (Shanghai) Management Consulting Center (Limited Partnership) [1] Group 2 - A letter of intent for the equity acquisition has been signed, but the valuation and transaction amount are yet to be determined [1] - It remains unclear whether the transaction constitutes a major asset restructuring or a related party transaction [1] - The transaction will not lead to a change in the actual controller of the company and does not constitute a restructuring listing [1]

2025年8月28日，Wind数据显示，A股主要指数集体走强，午后呈现"V型"走势，沪深两市成交额达到 29,708亿元。板块方面，科技成长板块集体爆发，CPO、铜缆高速连接板块概念走高，芯片、半导体板 块活跃。 摩根资产管理指出，科创板企业普遍具有高回报、高研发强度等特点，在国家持续推动资本市场改革与 指数产品丰富化的背景下，科创板有望迎来新的发展机遇。监管层近期深化科创板改革的举措，进一步 彰显推动科技与资本深度融合的决心，将为板块注入新动力。 科创板被视为资本市场改革的"试验田"，具有长期投资价值支撑的方向。随着我国逐步进入科技引领的 高质量增长阶段，科技行业对GDP和市值的贡献度仍有较大提升空间。科创信息技术指数作为覆盖半导 体、软件、AI等关键领域的重要指标，不仅展现中等市值风格，还兼具高成长性与高研发特征，或为 投资者提供分享中国科技红利的高效途径。 相关ETF方面，科创信息技术 ETF摩根(588770)跟踪上证科创板新一代信息技术指数，主要投资于新一 代信息技术领域的科创板上市公司，为投资者提供参与科创板投资的便捷工具。 风险提示：投资有风险，在进行投资前请参阅相关基金的《基金合同》、《招募说 ...

Group 1 - The core announcement is that Chip Origin Co., Ltd. plans to issue shares and pay cash to acquire equity in Chip Lai Zhi Rong, with the stock suspension expected to last no more than 10 trading days starting from August 29, 2025 [1] - The company currently holds a 2.99% stake in Chip Lai Zhi Rong and aims to acquire either full ownership or a controlling interest [1] - The preliminary transaction parties include Hu Zhenbo, Chip Lai Gong Chuang, and Chip Lai He Chuang (Limited Partnership), with a signed "Equity Acquisition Intent Agreement" [1] Group 2 - The valuation and transaction amount for the acquisition have not yet been determined, and it remains unclear whether this constitutes a major asset restructuring or related party transaction [1] - The transaction will not lead to a change in the actual controller of the company and does not constitute a restructuring listing [1]

芯东西8月28日报道，28日晚间，上海半导体IP龙头芯原股份发布公告，宣布正在筹划以发行股份及支付现金的方式购买芯来智融半导体科技 （上海）有限公司（简称"芯来智融"）股权并募集配套资金。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 688521 | 芯原股份 | A 股 停牌 | 2025/8/29 | | | | 已有超过300家国内外正式授权客户使用了芯来科技的RISC-V CPU IP，遍及AI、汽车电子、5G通信、网络安全、存储、工业控制、MCU、 IoT等多个领域。 小米产投曾领投芯来智融A轮融资，并参与后续多轮融资。 在今年7月举行的RISC-V中国峰会上，胡振波分享说，商业RISC-V IP正处于百舸争流阶段，随着市场与生态成熟，未来将逐步走向产业集 中，但不会形成垄断。 他认为RISC-V生态与商业仍处于早期阶段，要做好非常长周期的思想准备，RISC-V生态真正意义上的突破来自RISC-V在通用MCU、MPU、 AP、CPU等核心计算平台 ...

Core Viewpoint - The article discusses the planned acquisition of ChipRising Semiconductor Technology (Shanghai) Co., Ltd. by ChipOrigin Microelectronics (Shanghai) Co., Ltd. through a combination of share issuance and cash payment, highlighting the strategic importance of this move in the RISC-V architecture field [1][4]. Group 1: Transaction Details - ChipOrigin is planning to acquire ChipRising using a combination of shares and cash, with additional fundraising to support the transaction [1][4]. - The specific transaction amount and equity payment ratio have not been disclosed yet, but ChipOrigin has a history of successful cash transactions exceeding tens of millions in recent years [4]. - The transaction is subject to audit, board, and shareholder approval, as well as regulatory approval, indicating some uncertainty [4]. Group 2: Strategic Importance - This acquisition is seen as a key move for ChipOrigin in the RISC-V architecture sector, potentially creating synergies with its existing GPU and NPU product lines [4][7]. - ChipRising, established in 2018, is a leading player in the RISC-V field, offering a complete product line including 32-bit and 64-bit CPU IPs, and has served over 300 domestic and international clients [6][9]. - ChipOrigin ranks first in China and seventh globally in semiconductor IP revenue, with a diverse portfolio of IP types, indicating a strong foundation for the acquisition [6][9]. Group 3: Market Outlook - The acquisition is expected to enhance technological collaboration, particularly in creating a heterogeneous computing platform that combines general computing and specialized acceleration [7]. - The RISC-V architecture is projected to be a critical technology path for overcoming heterogeneous computing challenges, with the AI SoC market based on RISC-V expected to exceed $42 billion by 2030, growing at a compound annual growth rate of 49.2% [7][9].

智通财经APP讯，芯原股份(688521.SH)公告，公司正在筹划以发行股份及支付现金的方式购买芯来智 融半导体科技(上海)有限公司("芯来智融"或"标的公司")股权并募集配套资金("本次交易")。截至公告披 露日，芯来智融的估值尚未最终确定，尚无法确定本次交易是否构成重大资产重组。公司股票自2025年 8月29日(星期五)开市起开始停牌，预计停牌时间不超过10个交易日。 据悉，公司目前持有芯来智融2.99%股权，通过本次交易拟取得芯来智融全部股权或控股权。 ...

万辰集团等公司上半年净利增长逾10倍；寒武纪：预计2025年全年实现营业收入50亿元至70亿元；中环 海陆：筹划公司控制权变更事项 29日起停牌；芯原股份：筹划购买芯来智融股权 29日起停牌；冰川网 络和华胜天成业绩扭亏…… 今日看点 ▼聚焦一：万辰集团等公司上半年净利增长逾10倍 万辰集团（300972）：披露半年报。公司2025年上半年实现营业收入225.83亿元，同比增长106.89%； 实现归属于上市公司股东的净利润4.72亿元，同比增长50358.8%；基本每股收益2.62元。报告期内，公 司持续专注于量贩零食连锁业务的高速高质量发展，门店数量快速增加、经营效率稳步提升，品牌势能 逐步累积。公司量贩零食业务实现营业收入223.45亿元，同比增长109.33%；加回因激励核心员工产生 的股份支付费用后盈利9.56亿元。 金财互联：披露半年报。公司2025年上半年实现营业收入4.68亿元，同比下降22.3%；实现归属于上市 公司股东的净利润3280.78万元，同比增长2063.57%；基本每股收益0.042元。 极米科技：披露2025年半年度报告。上半年，公司实现营业收入1,625,802,696.28 ...

Core Viewpoint - Chipone Technology is planning to acquire all or a controlling stake in Chipwise Semiconductor Technology (Shanghai) Co., Ltd. through a combination of issuing shares and cash payment, while also raising matching funds [2][6][7]. Group 1: Acquisition Details - Chipone currently holds a 2.99% stake in Chipwise and aims to increase its ownership through this transaction [6]. - The deal is still in the planning stage, and the valuation of Chipwise has not been finalized yet [7]. - Chipone's stock will be suspended from trading starting August 29, 2025, for a period not exceeding 10 trading days [4][7]. Group 2: Chipwise Semiconductor Overview - Chipwise, established in September 2018, is one of the earliest RISC-V CPU IP suppliers in China, with a registered capital of 5.011623 million yuan [8]. - In 2024, Chipwise is projected to be the top RISC-V CPU IP supplier in China by revenue and the first globally to receive ISO26262 ASIL-D product certification [8]. Group 3: Strategic Importance of the Acquisition - The acquisition is expected to enhance Chipone's competitive strength by completing the CPU IP segment, which is crucial for its business [7][10]. - Chipone is recognized as a leading semiconductor IP provider globally, ranking eighth in semiconductor IP sales revenue in 2024 [10]. - The collaboration between Chipone and Chipwise aims to accelerate the development of the RISC-V ecosystem in China, which is seen as a strategic direction for the country's CPU development [11].

Group 1 - Cambricon expects to achieve an annual revenue of 5 billion to 7 billion yuan in 2025 [3] - Guolian Minsheng plans to establish a 1.22 billion yuan fund in collaboration with Guolian Life, focusing on new productivity and smart technology investments [4] - Chipone is planning to acquire equity in Chipwise Semiconductor Technology and will suspend trading for up to 10 trading days [5] - Dongxin shares will suspend trading for up to 3 trading days due to abnormal stock trading fluctuations [6] - Zhonghuan Hailu is planning a change in company control, leading to a suspension of trading for up to 2 trading days [7] - Jinghe Integrated plans to issue H-shares and list on the Hong Kong Stock Exchange, pending shareholder and regulatory approvals [9] Group 2 - SMIC reported a 35.6% year-on-year increase in net profit for the first half of the year, with revenue of 4.456 billion USD, up 22% [10] - Northern Huachuang achieved a net profit of 3.208 billion yuan in the first half of the year, a 14.97% increase, with revenue of 16.142 billion yuan, up 29.51% [11] - Gree Electric reported a net profit of 14.412 billion yuan, a 1.95% increase, with revenue of 97.325 billion yuan, down 2.46% [12] - Wancheng Group's net profit surged by 50,358% to 472 million yuan, with revenue of 22.583 billion yuan, up 106.89% [13] - ZTE Corporation's net profit decreased by 11.77% to 5.058 billion yuan, with revenue of 71.553 billion yuan, up 14.51% [14] - Longxin Bochuang's net profit increased by 1,121.21% to 168 million yuan, with revenue of 1.2 billion yuan, up 59.54% [15] - SF Holding reported a net profit of 5.738 billion yuan, a 19.37% increase, with revenue of 146.858 billion yuan, up 9.26% [16] - CITIC Securities achieved a net profit of 13.719 billion yuan, a 29.80% increase, with revenue of 33.039 billion yuan, up 20.44% [18] - Liou Co. turned a profit with a net profit of 478 million yuan, compared to a loss in the previous year, with revenue of 9.635 billion yuan, down 9.62% [19] - Guolian Minsheng's net profit skyrocketed by 1,185.19% to 1.127 billion yuan, with revenue of 4.011 billion yuan, up 269.40% [20] - Zhongke Shuguang's net profit increased by 29.39% to 729 million yuan, with revenue of 5.85 billion yuan, up 2.41% [21] - Lingzhi Software's net profit surged by 1,002% to 112 million yuan, with revenue of 516 million yuan, down 3.04% [22] - Huasheng Tiancheng turned a profit with a net profit of 140 million yuan, compared to a loss in the previous year, with revenue of 2.262 billion yuan, up 5.11% [23] - China Galaxy reported a net profit of 6.488 billion yuan, a 47.86% increase, with revenue of 13.747 billion yuan, up 37.71% [24] - Huahong's net profit decreased by 71.95% to 74.315 million yuan, with revenue of 8.018 billion yuan, up 19.09% [25] - XGIMI's net profit increased by 2,062% to 88.662 million yuan, with revenue of 1.626 billion yuan, up 1.63% [26] - Zhongjin Gold reported a net profit of 2.695 billion yuan, a 54.64% increase, with revenue of 35.067 billion yuan, up 22.90% [27] - Zhongwei Company achieved a net profit increase of 37% to 706 million yuan, with revenue of 4.961 billion yuan, up 43.88% [28] Group 3 - Aojie Technology's shareholder Alibaba Network plans to reduce its stake by up to 3% [32] - Hengsheng Energy's actual controller plans to reduce its stake by up to 2% [33] - Jinghua New Materials' controlling shareholder plans to reduce its stake by up to 3.01% [34] - Chunzong Technology's multiple shareholders plan to reduce their stake by up to 2% [35]

今日晚间，芯原股份(688521)发布《关于筹划发行股份及支付现金购买资产事项的停牌公告》，宣布正筹 划以发行股份及支付现金方式收购芯来智融半导体科技（上海）有限公司（简称"芯来智融"）全部股权或 控股权，并同步募集配套资金。公司股票自29日开市起停牌，预计停牌时间不超过10个交易日。 该公司同时发布公告，宣布6家转让方已完成向特定机构投资者的询价转让，转让股份总数达2628.5663万 股，转让价格为105.21元/股，对应交易金额约27.66亿元，37家机构投资者最终获配，本次转让未导致公司 控股股东、实际控制人发生变化。 | 证券代码 证券简称 | | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 688521 | 芯原股份 | A 股 停牌 | 2025/8/29 | | | | 标的公司聚焦半导体领域 据公告披露，芯来智融成立于2018年9月20日，注册地址位于中国（上海）自由贸易试验区，注册资本 501.1623万元，法定代表人为胡振波。 值得注意的是，芯原股份目前已持有芯来智 ...