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链聚科创板
Shang Hai Zheng Quan Bao· 2025-07-21 19:54
Core Insights - The Sci-Tech Innovation Board (STAR Market) has officially launched, with a total market value exceeding 7 trillion yuan, showcasing the emergence of strong industrial clusters in various sectors [1] - Over six years, the STAR Market has fostered 589 "hard tech" listed companies, raising over 1.1 trillion yuan in direct financing, significantly reshaping the innovation ecosystem [1] - The board has successfully transformed over 120,000 invention patents into tangible benefits for society, enhancing public welfare [1] Industry Developments - In the integrated circuit sector, a complete industrial chain covering design, manufacturing, packaging, materials, and equipment has formed, with 120 listed companies leading the way [3] - Major players like SMIC and Huahong Semiconductor have achieved significant milestones, such as breaking international monopolies and reaching international quality standards [3] - The average R&D intensity of integrated circuit companies on the STAR Market is 22.5%, exceeding the industry average by 10 percentage points [3] Biopharmaceutical Sector - The STAR Market's fifth listing standard has opened crucial financing channels for unprofitable innovative drug companies, with 19 out of 20 companies under this standard successfully launching self-developed drugs [4] - Zai Lab, the first unprofitable drug company listed on the STAR Market, has achieved multiple innovative drug approvals, establishing itself as a benchmark for internationalization in drug innovation [4] High-end Equipment Manufacturing - The STAR Market has created a collaborative innovation matrix in high-end equipment manufacturing, with 127 companies covering critical industries such as high-speed rail and nuclear power [5] - China Railway Signal & Communication Corporation holds a 65% market share in high-speed rail signal control systems, ensuring the safety of the national high-speed rail network [5] Social Impact - The technological breakthroughs from the STAR Market have translated into real benefits for the public, significantly reducing drug prices and improving access to medical resources [6] - Innovative drugs have substantially lowered the economic burden on patients, with some treatments seeing price reductions of over 75% [6] - Domestic medical equipment has improved accessibility, with companies like United Imaging Healthcare breaking international monopolies and producing high-end medical devices [7] Financial Performance - Over 60% of STAR Market companies have introduced cash dividend plans, totaling 38.8 billion yuan, with over 290 companies distributing more than 30% of their profits [9] - The board has also seen significant share buyback and increase plans, with a total amount nearing 38 billion yuan [9] Institutional Innovations - The STAR Market has implemented continuous institutional innovations to address the financing challenges of "light asset, high R&D investment" companies, allowing for a higher refinancing ratio [10] - The establishment of the "Sci-Tech Growth Layer" provides a transitional platform for unprofitable tech companies, enhancing their growth prospects [10] Long-term Vision - The STAR Market has become a core nurturing ground for new productive forces, with 379 companies recognized as national "little giants" and 415 as manufacturing "champions" [12] - The board's R&D investment reached 168 billion yuan, more than three times its net profit, reflecting a strong commitment to innovation [12] - The ongoing reforms aim to further unleash the potential of the STAR Market, enhancing its role in both technological advancement and societal value [13]
芯原股份: 2025年第一次临时股东大会会议材料
Zheng Quan Zhi Xing· 2025-07-21 13:08
证券代码:688521 证券简称:芯原股份 芯原微电子(上海)股份有限公司 二〇二五年七月 目 录 芯原微电子(上海)股份有限公司 2025 年第一次临时股东大会会议须知 ........ 2 芯原微电子(上海)股份有限公司 2025 年第一次临时股东大会会议议程 ........ 4 芯原微电子(上海)股份有限公司 2025 年第一次临时股东大会会议议案 ........ 7 芯原微电子(上海)股份有限公司 为了维护芯原微电子(上海)股份有限公司(以下简称"公司")全体股东 的合法权益,确保股东大会的正常秩序和议事效率,保证大会的顺利进行,根据 《中华人民共和国公司法》 (以下简称"《公司法》")、 《中华人民共和国证券法》 (以下简称"《证券法》")、《上市公司股东会规则》以及《芯原微电子(上海) 股份有限公司章程》(以下简称"《公司章程》")、《芯原微电子(上海)股份有 限公司股东大会议事规则》等相关规定,特制定本会议须知: 一、为保证本次大会的严肃性和正常秩序,切实维护与会股东或股东代理人 的合法权益,除出席会议的股东或股东代理人、公司董事、监事、高级管理人员、 见证律师及董事会邀请的人员外,公司有权 ...
芯原股份(688521) - 2025年第一次临时股东大会会议材料
2025-07-21 13:00
证券代码:688521 证券简称:芯原股份 芯原微电子(上海)股份有限公司 2025 年第一次临时股东大会会议材料 二〇二五年七月 目 录 | 芯原微电子(上海)股份有限公司 | 年第一次临时股东大会会议须知 2025 | 2 | | --- | --- | --- | | 芯原微电子(上海)股份有限公司 | 2025 年第一次临时股东大会会议议程 | 4 | | 芯原微电子(上海)股份有限公司 | 年第一次临时股东大会会议议案 2025 | 7 | | 议案一 | 关于变更公司注册资本的议案 | 7 | | 议案二 | 关于取消监事会、修订公司章程并办理工商变更登记的议案 | 9 | | 议案三 | 关于修订《股东大会议事规则》的议案 | 10 | | 议案四 | 关于修订《董事会议事规则》的议案 | 11 | | 议案五 | 关于修订《对外投资管理制度》的议案 | 12 | | 议案六 | 关于修订《对外担保管理制度》的议案 | 13 | | 议案七 | 关于修订《关联交易管理制度》的议案 | 14 | | 议案八 | 关于修订《募集资金管理办法》的议案 | 15 | | 议案九 | 关于修订《累积投票制 ...
中证科创创业半导体指数报1711.78点,前十大权重包含中芯国际等
Jin Rong Jie· 2025-07-21 10:14
从中证科创创业半导体指数持仓样本的行业来看,集成电路设计占比57.35%、半导体设备占比 15.58%、集成电路制造占比15.37%、半导体材料占比7.43%、分立器件占比4.28%。 据了解,中证科创创业半导体指数从科创板和创业板中选取50只市值较大的半导体材料与设备、集成电 路、分立器件等半导体领域的上市公司证券作为指数样本,反映上述板块中半导体领域上市公司证券的 整体表现。该指数以2019年12月31日为基日,以1000.0点为基点。 资料显示,指数样本每半年调整一次,样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。每次调整的样本数量比例一般不超过20%。权重因子随样本定期调整而调整,调整时间与指数 样本定期调整实施时间相同。在下一个定期调整日前,权重因子一般固定不变。特殊情况下将对指数进 行临时调整。当样本退市时,将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理, 参照计算与维护细则处理。 金融界7月21日消息,上证指数高开高走,中证科创创业半导体指数 (科创创业半导体,932448)报 1711.78点。 从指数持仓来看,中证科创创业半导体指数十大权重分别为:中芯国 ...
芯原微电子(上海)股份有限公司关于股份回购事项前十大股东和前十大无限售条件股东持股情况的公告
Shang Hai Zheng Quan Bao· 2025-07-18 20:18
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688521 证券简称:芯原股份 公告编号:2025-037 芯原微电子(上海)股份有限公司 关于股份回购事项前十大股东 和前十大无限售条件股东持股情况的公告 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、准确性和完整性依法承担法律责任。 芯原微电子(上海)股份有限公司(以下简称"公司")于2025年7月14日召开第二届董事会第二十三次 会议,审议通过了《关于以集中竞价交易方式回购公司股份方案的议案》。公司全体董事出席会议,以 9票同意、0票反对、0票弃权的表决结果通过了该项议案。具体内容详见公司于2025年7月15日披露的 《关于以集中竞价交易方式回购股份的预案》(公告编号:2025-031)。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关 规定,现将公司董事会披露回购股份决议前一个交易日(即2025年7月14日)登记在册的前十大股东和 前十大无限售条件股东的名称、持股数量及持股比例公告如下: 一、公司前十大股东持股情况 ■ 二、公司前十大无限售条 ...
芯原股份: 关于首次公开发行前股票期权行权限售股上市流通的公告
Zheng Quan Zhi Xing· 2025-07-18 16:23
证券代码:688521 证券简称:芯原股份 公告编号:2025-038 芯原微电子(上海)股份有限公司 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、准确性和完整性依法承担法律责任。 重要内容提示: ? 本次股票上市类型为 股权激励股份 ;股票认购方式为 网下 ,上市股数为 本次股票上市流通总数为1,863,534股。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2020 年 7 月 21 日出具的《关于同意芯原微 电子(上海)股份有限公司首次公开发行股票注册的批复》(证监许可20201537 号),芯原微电子(上海)股份有限公司(以下简称"芯原股份"或"公司")获 准首次向社会公开发行人民币普通股(A 股)股票 48,319,289 股。经上海证券交 易所同意,公司于 2020 年 8 月 18 日在上海证券交易所科创板挂牌上市。公司首 次公开发行完成后,总股本为 483,192,883 股,其中有限售条件流通股为 440,447,482 股,无限售条件流通股为 42,745,401 股。 本次上市流通的限售股为公司 2019 年股票期 ...
7月18日晚间重要公告一览
Xi Niu Cai Jing· 2025-07-18 10:12
Group 1 - Senyuan Electric signed a strategic cooperation agreement with Xuchang Digital Supply Chain Management Co., aiming for annual business cooperation not exceeding 500 million yuan over 36 months [1] - CICC's subsidiary, CICC Wealth, reported a net profit of 987 million yuan for the first half of the year, with total assets of 193.37 billion yuan [2] - Shuangjie Electric expects a net profit of 100 million to 120 million yuan for the first half of the year, representing a year-on-year increase of 16.03% to 39.23% [3][4] - Shentong Technology reported a net profit of 64.28 million yuan for the first half of the year, a year-on-year increase of 111.09% [5] - Suqian Nongfa's net profit for the first half of the year decreased by 27.72% to 213 million yuan [6] Group 2 - Fuan Pharmaceutical expects a net profit decline of 39.95% to 53.81% for the first half of the year, estimating between 100 million to 130 million yuan [8] - Xingwang Yuda anticipates a net loss of 11 million to 21 million yuan for the first half of the year [9] - Pulaike received a new veterinary drug registration certificate for a vaccine aimed at preventing chicken diseases [10] - Yuandong Biological's ephedrine injection received a drug registration certificate for treating low blood pressure during anesthesia [11] - Suqian Liansheng's subsidiary obtained two invention patent certificates [12] Group 3 - Oke Technology signed a 176 million yuan equipment order with Jiangxi Tianhong New Materials [13] - Publishing Media announced the resignation of its chief accountant due to work changes [15] - Zhongxin Co. plans to use 40 million yuan of idle funds for cash management [16] - Huiyun Titanium plans to use up to 58 million yuan of idle convertible bond funds for cash management [18] - Haineng Technology intends to apply for a credit facility of up to 200 million yuan from a bank [20] Group 4 - Jiabiou expects a net profit increase of 57.61% for the first half of the year, estimating around 107 million yuan [21] - Nanjing Gaoke reported a 1185% year-on-year increase in contract sales area for the second quarter [22] - Shuguang Co. received approval for a specific stock issuance application [23] - Huadong Pharmaceutical's subsidiary received approval for a clinical trial of a new drug targeting advanced solid tumors [23] - Quicheng Co. plans to invest 900 million yuan in two new projects [25] Group 5 - Shenlian Biological's vaccine for avian adenovirus received a new veterinary drug registration certificate [26] - Rike Chemical signed a strategic cooperation framework agreement with Dongming Petrochemical [28] - Jincheng Pharmaceutical's subsidiary received a renewed tobacco production license [29] - Magmi Te's stock issuance application was accepted by the Shenzhen Stock Exchange [29] - Zhongyin Securities received approval to issue bonds totaling up to 14 billion yuan [29] Group 6 - Hewei Electric's executives plan to reduce their holdings by a total of 2.24% of the company's shares [44] - Guo Wang Xintong reported a net profit of 266 million yuan for the first half of the year, a decrease of 10.82% [45] - Guo Wang Xintong's subsidiary won a 966 million yuan tender from the State Grid [46] - Jicheng Electronics won contracts worth approximately 83.79 million yuan from the State Grid [48] - Helen Piano is planning a change of control, leading to a temporary stock suspension [48]
芯原股份(688521) - 关于首次公开发行前股票期权行权限售股上市流通的公告
2025-07-18 09:31
证券代码:688521 证券简称:芯原股份 公告编号:2025-038 芯原微电子(上海)股份有限公司 关于首次公开发行前股票期权行权限售股上市流通的公告 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、准确性和完整性依法承担法律责任。 重要内容提示: 本次股票上市类型为股权激励股份;股票认购方式为网下,上市股数为 1,863,534股。 本次股票上市流通总数为1,863,534股。 本次股票上市流通日期为2025 年 7 月 28 日。 (一)限制性股票激励计划归属 由于公司实施《芯原微电子(上海)股份有限公司 2020 年限制性股票激励计 划》(以下简称"2020 年限制性股票激励计划")及《芯原微电子(上海)股份有 限公司 2022 年限制性股票激励计划》(以下简称"2022 年限制性股票激励计划"), 公司股本因 2020 年限制性股票激励计划及 2022 年限制性股票激励计划的归属登 记合计新增股份 3,102,150 股,具体情况如下: | 序号 | 股份变动时间 | | 股份变动事项 | 股份变动数量 | 公告索引 | | --- | --- ...
芯原股份(688521) - 国泰海通证券股份有限公司关于芯原微电子(上海)股份有限公司首次公开发行前股票期权行权限售股上市流通的核查意见
2025-07-18 09:31
首次公开发行前股票期权行权限售股上市流通的核查意见 国泰海通证券股份有限公司(以下简称"国泰海通"或"保荐机构")作为 芯原微电子(上海)股份有限公司(以下简称"芯原股份"或"公司")向特定 对象发行股票的持续督导机构,根据《证券发行上市保荐业务管理办法》《上海 证券交易所科创板股票上市规则》《上海证券交易所科创板上市公司自律监管指 引第 1 号——规范运作》等法律法规的相关规定,对芯原股份首次公开发行前股 票期权行权限售股上市流通的事项进行了核查,核查情况及核查意见如下: 国泰海通证券股份有限公司 关于芯原微电子(上海)股份有限公司 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2020 年 7 月 21 日出具的《关于同意芯原微 电子(上海)股份有限公司首次公开发行股票注册的批复》(证监许可[2020]1537 号),芯原微电子(上海)股份有限公司(以下简称"芯原股份"或"公司")获准首 次向社会公开发行人民币普通股(A 股)股票 48,319,289 股。经上海证券交易所 同意,公司于 2020 年 8 月 18 日在上海证券交易所科创板挂牌上市。 本次上市流通的限售股为公司上市前制定的拟 ...
芯原股份(688521) - 关于股份回购事项前十大股东和前十大无限售条件股东持股情况的公告
2025-07-18 09:30
证券代码:688521 证券简称:芯原股份 公告编号:2025-037 | 序号 | 股东名称 | 持有数量(股) | 占公司总股本的比 例(%) | | --- | --- | --- | --- | | 1 | VeriSilicon Limited | 75,678,399 | 14.40 | | 2 | 富策控股有限公司 | 39,204,256 | 7.46 | | 3 | 国家集成电路产业投资基金股份 有限公司 | 34,724,272 | 6.61 | | 4 | 共青城时兴投资合伙企业(有限合 伙) | 24,523,402 | 4.66 | | 5 | 嘉兴海橙创业投资合伙企业(有限 | 20,573,708 | 3.91 | | | 合伙) | | | | --- | --- | --- | --- | | | 招商银行股份有限公司-华夏上 | | | | 6 | 证科创板 50 成份交易型开放式指 | 20,442,356 | 3.89 | | | 数证券投资基金 | | | | 7 | 上海浦东新兴产业投资有限公司 | 15,258,793 | 2.90 | | | 中国工商银行股份有 ...