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 ...

Core Viewpoint - Chipone Technology plans to acquire a controlling stake in Chip Lai Zhi Rong, a semiconductor technology company, and has announced a trading suspension starting August 29, 2023, pending the completion of the transaction [2][8]. Group 1: Acquisition Details - Chipone currently holds 2.99% of Chip Lai Zhi Rong and aims to acquire either full ownership or a controlling stake [8]. - The preliminary identified counterparties for the transaction include Hu Zhenbo, and two management consulting partnerships, which collectively hold significant stakes in Chip Lai Zhi Rong [8]. - Hu Zhenbo, the actual controller of Chip Lai Zhi Rong, holds 42.12% of the company's shares and serves as its chairman and general manager [8]. Group 2: Company Background - Chip Lai Zhi Rong was established on September 20, 2018, and has completed six rounds of financing, with investors including Chipone and various venture capital firms [9]. - The valuation of Chip Lai Zhi Rong is yet to be finalized, which affects the determination of whether the transaction constitutes a major asset restructuring or related party transaction [9]. Group 3: Industry Focus - Chip Lai Zhi Rong is recognized as a leading company in the RISC-V open instruction set architecture ecosystem, with applications across AI, automotive electronics, 5G communications, and more [10]. - The RISC-V architecture is designed to be simple, efficient, and scalable, making it suitable for the development of interconnected and intelligent systems [10]. - A third-party forecast predicts that global shipments of RISC-V-based processor cores will reach 80 billion units by 2025 [10]. Group 4: Financial Performance - In the first half of 2025, Chipone reported revenues of 974 million yuan, a year-on-year increase of 4.49%, while the net profit attributable to shareholders was -320 million yuan, compared to -285 million yuan in the same period of 2024 [12][13]. - The company's net assets increased by 69.74% year-on-year, reaching approximately 3.60 billion yuan, and total assets grew by 36.50% to approximately 6.32 billion yuan [13].

芯原股份公告称，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）有限公司股权并募集配套资金。由于本次交易尚 处于筹划阶段，且标的公司审计评估、交易金额、发行股份及支付现金比例等内容暂未确定，因此无法确定是否构成重大资产重组及关联交易。 公司股票自2025年8月29日开市起开始停牌，预计停牌时间不超过10个交易日。 寒武纪：预计2025年全年实现营业收入50亿元至70亿元 南方财经8月28日电，寒武纪发布股票交易风险提示公告，公司关注到近期市场上存在部分对公司经营情况的预测，公司结合实际情况，预计2025 年全年实现营业收入50亿元至70亿元。上述经营预测等前瞻性内容，系公司管理层的初步预测，不构成公司对任何投资者的实质承诺。投资者及 相关人士均应对此保持足够的风险认识，并且应当理解计划、预测与承诺之间的差异，注意投资风险。公司未有新产品发布计划，近期网上传播 的关于公司新产品情况的信息，均为误导市场的不实信息。公司采用Fabless模式经营，供应商包括IP授权厂商、服务器厂商、晶圆制造厂和封装 测试厂等。由于集成电路整个行业链是专业化分工且技术门槛较高，加之公司及部分子公司已被列入"实体清 ...

Core Viewpoint - The article summarizes key announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights into their financial performance and strategic plans for investors [2]. Company Announcements - Cambrian expects to achieve an annual revenue of 5 billion to 7 billion yuan in 2025, highlighting the management's preliminary forecast without constituting a commitment to investors [3]. - Guolian Minsheng plans to establish a 1.22 billion yuan fund in collaboration with Guolian Life Insurance, focusing on investments in new productivity and smart technology sectors [4]. - Chipone Technology is planning to acquire equity in Chipwise Semiconductor Technology, leading to a temporary suspension of its stock trading [5][6]. - Dongxin Technology's stock will be suspended for up to three trading days due to abnormal trading fluctuations [7]. - Zhonghuan Hailu is undergoing a potential change in control, resulting in a stock suspension for up to two trading days [8]. - Jinghe Integrated plans to issue H-shares and list on the Hong Kong Stock Exchange, pending shareholder and regulatory approvals [9]. Financial Performance - SMIC reported a 22% increase in revenue to 4.456 billion USD and a 35.6% rise in net profit to 320 million USD for the first half of the year [10]. - Northern Huachuang achieved a 29.51% increase in revenue to 16.142 billion yuan and a 14.97% rise in net profit to 3.208 billion yuan [11]. - Gree Electric's revenue decreased by 2.46% to 97.325 billion yuan, while net profit grew by 1.95% to 14.412 billion yuan [12]. - Wancheng Group reported a staggering 50358.8% increase in net profit to 472 million yuan, with revenue up 106.89% to 22.583 billion yuan [13]. - ZTE Corporation's net profit fell by 11.77% to 5.058 billion yuan, despite a 14.51% increase in revenue to 71.553 billion yuan [14]. - Longxin Bochuang's net profit surged by 1121.21% to 168 million yuan, with revenue increasing by 59.54% to 1.2 billion yuan [15]. - SF Holding's revenue grew by 9.26% to 146.858 billion yuan, with net profit increasing by 19.37% to 5.738 billion yuan [16]. - CITIC Securities reported a 29.80% increase in net profit to 13.719 billion yuan, with revenue up 20.44% to 33.039 billion yuan [18]. - Liou Co. turned a profit with a net profit of 478 million yuan, compared to a loss in the previous year [19][20]. - Guolian Minsheng's net profit skyrocketed by 1185.19% to 1.127 billion yuan, with revenue increasing by 269.40% to 4.011 billion yuan [21]. - Zhongke Shuguang's net profit rose by 29.39% to 729 million yuan, with revenue up 2.41% to 5.85 billion yuan [22]. - Lingzhi Software's net profit increased by 1002.2% to 112 million yuan, despite a slight revenue decline [23]. - Huasheng Tiancheng returned to profitability with a net profit of 140 million yuan, compared to a loss in the previous year [24]. - China Galaxy's net profit grew by 47.86% to 6.488 billion yuan, with revenue increasing by 37.71% to 13.747 billion yuan [25]. - Huahong's net profit fell by 71.95% to 74.315 million yuan, despite a revenue increase of 19.09% [26]. - XGIMI Technology's net profit surged by 2062.34% to 88.662 million yuan, with revenue up 1.63% [27]. - Zhongjin Gold's net profit increased by 54.64% to 2.695 billion yuan, with revenue rising by 22.90% to 35.067 billion yuan [28]. - Zhongwei Company reported a 36.62% increase in net profit to 706 million yuan, with revenue up 43.88% [29]. - Tianpu Company reported a net profit decline of 16.08% to 11.298 million yuan, with revenue down 3.44% [30]. - Haier Smart Home's net profit increased by 15.59% to 12.033 billion yuan, with revenue up 10.22% to 156.494 billion yuan [31]. Shareholding Changes - 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][34]. - Jinghua New Materials' controlling shareholder plans to reduce its stake by up to 3.01% [35]. - Chunzong Technology's multiple shareholders plan to reduce their stake by up to 2% [36].

芯原股份计划自8月29日开市起停牌，预计停牌时间不超过10个交易日。截至8月28日收盘，芯原股份报 153元/股，涨幅达6.99%，总市值为804.3亿元。 【导读】芯原股份拟控股芯来智融，自8月29日开市起停牌 中国基金报记者 闻言 8月28日晚间，芯原股份发布公告称，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（以下简称芯来智融）股权并募集配套资金，但当前无法确定是否构成重大资 产重组及关联交易。 芯原股份在2019年入股芯来智融，但直到现在才计划控股芯来智融。芯来智融是国内首批基于RISC-V 开放指令集架构打造的应用生态企业之一，其从事的业务正是芯原股份计划重点布局的产业。 | 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 | | | | 芯原股份有意控股芯来智融 股东包含小米旗下投资平台 芯原股份有意加码RISC-V领域 官网显示，芯来智融是国内R ...

Group 1 - The core point of the article is that Chip Origin Co., Ltd. plans to acquire a controlling stake in Chip Lai Zhirong Semiconductor Technology (Shanghai) Co., Ltd. through a combination of issuing shares and cash payments, with trading suspension starting from August 29 [1][4] - Chip Origin currently holds 2.99% of Chip Lai Zhirong's shares and aims to acquire either all or a controlling stake in the company, with the transaction counterparties yet to be finalized [4][6] - Chip Lai Zhirong is recognized as one of the pioneering companies in China based on the RISC-V open instruction set architecture, which aligns with Chip Origin's strategic focus [1][7] Group 2 - Chip Lai Zhirong was established on September 20, 2018, and has completed six rounds of financing, with investors including Chip Origin and Xiaomi's investment platform [6] - The valuation of Chip Lai Zhirong is still under determination, which affects the classification of the transaction as a major asset restructuring or related party transaction [6] - The RISC-V architecture is gaining traction in various sectors such as AI, automotive electronics, 5G communication, and IoT, with a projected shipment of 80 billion chips based on RISC-V architecture by 2025 [7][9] Group 3 - In the first half of 2025, Chip Origin reported a revenue of 974 million yuan, representing a year-on-year increase of 4.49%, while the net profit attributable to shareholders was -320 million yuan, compared to -285 million yuan in the same period of 2024 [9][11]

【导读】芯原股份拟控股芯来智融，自 8 月 29 日开市起停牌 中国基金报记者 闻言 8 月 28 日晚间， 芯原股份 发布公告称，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（以下简称芯来智融）股权并募集配套资金， 但当前无 法确定是否构成重大资产重组及关联交易。 芯原股份在 2019 年入股芯来智融，但直到现在才计划控股芯来智融。芯来智融是国内首批基 于 RISC-V 开放指令集架构打造的应用生态企业之一，其从事的业务正是芯原股份计划重点布 局的产业。 芯原股份计划自 8 月 29 日开市起停牌，预计停牌时间不超过 10 个交易日。 截至 8 月 28 日收盘，芯原股份报 153 元 / 股，涨幅达 6.99% ，总市值为 804.3 亿元。 目前，芯原股份初步确定的交易对方为胡振波、芯来共创（上海）管理咨询中心（有限合 伙）、芯来合创（上海）管理咨询中心（有限合伙）。 天眼查显示， 胡振波是芯来智融的实控人，合计持有芯来智融 42.1208% 的股权，并且担任 芯来智融董事长兼总经理、财务负责人等职务。 同时，芯来共创（上海）管理咨询中心（有限合伙）、芯来合创（上海） ...

Core Viewpoint - The National Big Fund's stock concept has seen a significant increase, with a rise of 4.40%, ranking fifth among concept sectors, indicating strong market interest and investment in this area [1][2]. Group 1: Market Performance - As of August 28, the National Big Fund's stock concept increased by 4.40%, with 45 stocks rising, including notable performers like Ruixin Microelectronics and Shenzhen South Circuit, which hit the daily limit [1]. - Key stocks in this sector include SMIC, which rose by 17.45%, Shengke Communication at 8.99%, and Zhongwei Company at 8.93% [1]. Group 2: Capital Inflow - The National Big Fund's stock concept experienced a net capital inflow of 3.966 billion yuan, with 26 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflows [2]. - SMIC led the inflow with 2.489 billion yuan, followed by Northern Huachuang, Changdian Technology, and Chipone, with net inflows of 598.34 million yuan, 589.00 million yuan, and 449.10 million yuan respectively [2]. Group 3: Capital Flow Ratios - Chipone, Changdian Technology, and SMIC had the highest net inflow ratios, at 9.88%, 9.49%, and 9.18% respectively, indicating strong investor confidence in these companies [3].

Mergers and Acquisitions - Beixin Building Materials intends to acquire 100% equity of an overseas building materials company, which is in the same field as its main business, indicating potential synergy and positive impact on future development [1] - Chip Origin Technology is planning to purchase equity in Chip Lai Zhirong Semiconductor Technology (Shanghai) Co., Ltd. through a combination of issuing shares and cash, with the transaction still in the planning stage and valuation yet to be finalized [2] Performance Disclosure - CITIC Securities reported a net profit of 4.509 billion yuan for the first half of 2025, representing a year-on-year increase of 57.77%, with total revenue of 10.74 billion yuan, up 19.93% [3] - SMIC disclosed a net profit of 2.301 billion yuan for the first half of 2025, a nearly 40% year-on-year increase, with total revenue of 32.348 billion yuan, up 23.1% [4] - Shanxi Fenjiu reported a net profit of 8.505 billion yuan for the first half of 2025, a year-on-year increase of 1.13%, with total revenue of 23.964 billion yuan, up 5.35% [5] Shareholding Changes - Jinghua New Materials announced that its controlling shareholder and actual controller plan to reduce their holdings by no more than 3.01% of the company's shares [6] - Aojie Technology announced that shareholder Alibaba Network plans to reduce its holdings by no more than 3% of the company's shares, with a total of up to 12.549 million shares to be sold [7] - Haotong Technology announced that its actual controller and specific shareholders plan to reduce their holdings by a total of no more than 3%, with specific numbers of shares detailed [8]

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 44.34 billion yuan, while the Sci-Tech Innovation Board saw a net inflow of 2.57 billion yuan [1] - A total of 214 stocks on the Sci-Tech Innovation Board had net inflows, while 372 stocks had net outflows [1] Stock Performance - On the Sci-Tech Innovation Board, 390 stocks rose, with one stock, Dingtong Technology, hitting the daily limit, while 192 stocks declined [1] - The stock with the highest net inflow was SMIC, with 2.49 billion yuan, followed by Lanke Technology and Chipone Technology with net inflows of 644 million yuan and 449 million yuan, respectively [1] Continuous Fund Flow - There are 54 stocks that have seen continuous net inflows for more than three trading days, with Huafeng Measurement Control leading at nine consecutive days of inflow [1] - Conversely, 166 stocks have experienced continuous net outflows, with ST Nuotai and Xuantai Pharmaceutical both seeing 13 consecutive days of outflow [1] Top Net Inflows - The top stocks by net inflow include: - SMIC: 2.49 billion yuan, 9.18% inflow rate, 17.45% increase [1] - Lanke Technology: 644 million yuan, 6.97% inflow rate, 8.60% increase [1] - Chipone Technology: 449 million yuan, 9.88% inflow rate, 6.99% increase [1] Top Net Outflows - The stocks with the highest net outflows include: - Borui Pharmaceutical: 548 million yuan, 6.63% decrease [1] - Kaipu Cloud: 188 million yuan, 1.88% decrease [1] - CloudWalk Technology: 187 million yuan, 6.63% decrease [1]