Group 1: Resumption of Trading - Chip Origin Co., Ltd. plans to acquire equity in Chip Lai Zhi Rong Semiconductor Technology and raise matching funds, with stock resuming trading on September 12; simultaneously, new orders amounting to 1.205 billion yuan were signed, representing a year-on-year increase of 85.88%, setting a historical high for new orders [1] Group 2: Equity Transfers, Increases, Buybacks, and Reductions - Sunshine New Energy acquired 5.79% of Taihe Intelligent's shares, increasing its holding to 22.90% [1] - Transsion Holdings' shareholders plan to transfer 2.00% of their shares through inquiry [2] - Daye Intelligent's actual controller intends to transfer 8% of shares to Zhongsheng Zhengying Management's fund at a price of 6.75 yuan per share [2] - China Railway Industry's shareholders holding over 5% are transferring shares internally among concerted actors [2] - Baicheng Pharmaceutical raised the upper limit for share buyback to 80 yuan [3] - Shanghai Yizhong's actual controller proposed a share buyback of 30 to 35 million yuan [3] - Shengke Communication's National Integrated Circuit Industry Investment Fund has reduced its holdings by 4.1 million shares [4] Group 3: Daily Operations and External Investments - China Shipbuilding completed a stock swap merger with China Shipbuilding Industry Corporation, with new shares listed on September 16 [4] - Yangmei Chemical's stock name will change to "Luhua Technology" on September 17, 2025 [4] - Haixia Environmental Protection plans to sign a photovoltaic microgrid energy management contract with related parties [5] - Anning Co., Ltd. intends to participate in the substantial merger and restructuring of Jingzhi Minerals and its related enterprises through a phased cash payment of 6.508 billion yuan [6] - Baiotai signed a licensing and commercialization agreement with Intas Pharmaceuticals Ltd. for BAT2506 (Golimumab) injection, receiving a milestone payment of 5.4 million USD [6] - Aike Technology plans to issue convertible bonds to raise no more than 310 million yuan for new intelligent equipment industrialization projects, technological upgrades for Fuyang intelligent cutting equipment production lines, and to supplement working capital [6] - Tianfu Communication will distribute 5 yuan for every 10 shares for the first half of 2025, with the share registration date on September 18 [7] - Shoukai Co., Ltd.'s subsidiary Yinxin Company indirectly holds approximately 0.3% of Yushu Technology's equity, indicating a very low holding ratio [7]

【导读】芯原股份拟收购芯来科技97.007%股权， 预计 构成重大资产重组，9月12日复牌 中国基金报记者 闻言 9月11日晚间，芯原股份 发布交易预案称， 公司拟通过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（以下简称 芯来科技）97.007% 的 股权，并募集配套资金，预计构成重大资产重组。 芯来科技是国内首批基于RISC-V开放指令集架构打造应用生态的企业之一，而RISC-V是一种基于精简指令集原则的开放指令集架构。随 着AI应用的驱动，中国的RISC-V产业迎来显著的发展机遇。 芯原股份发布的公告称，公司通过 本次交易将构建开放的RISC-V硬件平台，打造开源的RISC-V软件生态，推动RISC-V生态体系在中国 市场 快速发展。 针 对 上 述 交 易，芯 原 股 份 自 8 月 2 9 日 开 市 起 停 牌，计 划 自 9 月 1 2 日 开 市 起 复 牌 。 截 至 8 月 2 8 日 收 盘，芯 原 股 份 报 1 5 3 元 / 股，总 市 值 为 8 0 4.3 亿 元 。 交易对方包含小米产投 芯原股份回应近期股价波动 交易预案显示，芯原股份拟收购芯来科技97.0 ...

Core Viewpoint - Chip Origin Co., Ltd. plans to acquire 97.01% of Chip Lai Technology, marking a significant asset restructuring and enhancing its position in the semiconductor industry [1] Group 1: Acquisition Details - The acquisition will make Chip Lai Technology a wholly-owned subsidiary of Chip Origin, which currently holds 2.99% of its shares [1] - The transaction is expected to be completed by September 12, 2025, when trading will resume [1] Group 2: Company Background - Chip Origin is recognized as the "first stock of China's semiconductor IP" and is regarded as a leader in AI ASIC technology [1] - The company holds the top market share in China's semiconductor IP licensing business and ranks eighth globally, with licensing revenue ranking sixth worldwide [1][2] Group 3: AI ASIC and RISC-V Technology - Chip Origin has developed a comprehensive chip customization platform for various AI applications, with AI-related revenue accounting for approximately 52% of its chip design business in the first half of 2025 [2] - Chip Lai Technology, established in 2018, is a leading provider of RISC-V CPU IP in China, with over 300 global clients and applications across multiple sectors [2][3] Group 4: Strategic Importance of the Acquisition - The acquisition will enhance Chip Origin's capabilities in heterogeneous computing and strengthen its market competitiveness in AI ASIC design [3] - The integration of RISC-V technology will allow for more flexible and differentiated chip solutions, leveraging the open RISC-V ecosystem for various AI applications [4] Group 5: Financial Performance - As of the end of Q2 2025, Chip Origin's order backlog reached 3.025 billion yuan, marking a historical high and indicating strong future performance [5] - New orders signed from July 1 to September 11, 2025, amounted to 1.205 billion yuan, representing an 85.88% increase compared to the same period last year, with AI-related orders making up about 64% of the total [5]

公告显示，截至2025年第二季度末，公司在手订单金额为30.25亿元，已连续七个季度保持高位，创公 司历史新高。2025年7月1日至2025年9月11日，公司新签订单12.05亿元，较去年第三季度全期大幅增长 85.88%，新签订单已创历史新高，其中AI算力相关的订单占比约64%。 据称，除新签订单创历史新高外，公司在手订单持续保持高位，预计将对公司后续经营业绩产生深远的 影响。 北京商报讯（记者 陶凤 实习记者 王天逸）9月11日晚间，芯原微电子（上海）股份有限公司发布新签 订单自愿性披露公告，披露近期订单核心数据。 ...

四、募集配套资金 芯原股份重组预案要点解读 一、交易方案概述 •交易标的：芯原股份拟收购芯来智融半导体科技（上海）有限公司97.0070%股权 •交易对方：芯来共 创、胡振波、芯来合创等31名交易对方 •支付方式：发行股份及支付现金相结合，同时募集配套资金 • 发行价格：106.66元/股（不低于定价基准日前20个交易日均价的80%） 二、标的公司情况 •芯来科技：成立于2018年，中国首批RISC-V CPU IP提供商之一 •主营业务：提供半导体RISC-V IP设 计、授权及相关服务 •行业地位：全球授权客户超300家，2024年CPU IP业务收入在中国RISC-V IP企业 中位居前列 •技术优势：2023年7月成为全球首家通过ISO 26262 ASIL-D级别汽车功能安全认证的RISC- V CPU IP公司 三、股份锁定安排 •一般锁定期：交易对方所获股份锁定期为12个月 •特殊情况：持股时间不足12个月的股东锁定期为36个 月 •私募基金优惠：符合条件的私募基金可享受6个月锁定期 •募集上限：不超过发行股份购买资产交易价格的100% •发行股数限制：不超过交易后总股本的30% •发 行对象： ...

每经AI快讯，芯原股份9月11日晚间发布公告称，2025年9月11日，公司召开第三届董事会第三次会议， 审议通过《关于公司本次发行股份及支付现金购买资产并募集配套资金方案的议案》《关于公司本次发 行股份及支付现金购买资产并募集配套资金预案及其摘要的议案》等与本次交易相关的议案 。根据上 海证券交易所的相关规定，经公司申请，公司股票将于2025年9月12日开市起复牌。 （记者 张明双） 每经头条（nbdtoutiao）——"史上最丑"与"丑上最薄"：iPhone 17系列背后的新战事 ...

本次交易完成后，公司将能够利用自身半导体IP和芯片定制平台的技术赋能能力，通过协同芯来科技在 RISC-V领域的技术资源，加速推进RISC-V的规模化落地，进一步提升公司的市场影响力和技术壁垒， 为公司股东创造长期价值。本次交易将通过构建开放的RISC-V硬件平台、打造开源的RISC-V软件生 态，推动RISC-V生态体系在中国的快速发展。 芯原股份(688521.SH)发布公告，公司拟通过发行股份及支付现金方式向芯来共创、胡振波、芯来合创 等31名交易对方购买其合计持有的芯来科技97.007%股权，并募集配套资金。截至预案签署日，公司直 接持有芯来科技2.9930%股权，本次交易完成后，芯来科技将成为公司的全资子公司。公司股票将于 2025年9月12日开市起复牌。 ...

Core Viewpoint - The company plans to acquire a 97.007% stake in Chiplet Technology through a combination of share issuance and cash payment, which will make Chiplet Technology a wholly-owned subsidiary [1] Group 1: Transaction Details - The company currently holds a 2.9930% stake in Chiplet Technology, and upon completion of the transaction, it will fully own the company [1] - The stock will resume trading on September 12, 2025 [1] Group 2: Strategic Implications - The acquisition will enable the company to leverage its semiconductor IP and chip customization platform to enhance collaboration with Chiplet Technology in the RISC-V domain [1] - This move aims to accelerate the large-scale implementation of RISC-V technology, thereby increasing the company's market influence and technical barriers [1] - The transaction is expected to create long-term value for shareholders by establishing an open RISC-V hardware platform and fostering an open-source RISC-V software ecosystem [1] - The initiative is positioned to promote the rapid development of the RISC-V ecosystem in China [1]

智通财经APP讯，芯原股份(688521.SH)发布公告，截至2025年第二季度末，公司在手订单金额为30.25 亿元，已连续七个季度保持高位，创公司历史新高。2025年7月1日至2025年9月11日，公司新签订单 12.05亿元，较去年第三季度全期大幅增长85.88%，新签订单已创历史新高，其中AI算力相关的订单占 比约64%。除新签订单创历史新高外，公司在手订单持续保持高位，预计将对公司后续经营业绩产生深 远的影响。 ...

9月11日下午，芯原股份公告，截至2025年第二季度末，公司在手订单金额为30.25亿元，已连续七个季 度保持高位，创公司历史新高。2025年7月1日至2025年9月11日，公司新签订单12.05亿元，较去年第三 季度全期大幅增长85.88%，新签订单已创历史新高，其中AI算力相关的订单占比约64%。除新签订单创 历史新高外，公司在手订单持续保持高位，预计将对公司后续经营业绩产生深远的影响。 ...