一、获得补助的基本情况 中巨芯科技股份有限公司（以下简称"公司"）全资子公司浙江凯圣氟化学 有限公司、浙江博瑞电子科技有限公司（以下简称"博瑞电子"）及博瑞电子控 股子公司浙江博瑞中硝科技有限公司于近日收到与收益相关的政府补助，共计人 民币 113.31 万元，占公司最近一个会计年度经审计的归属于上市公司股东的净 利润 1,001.52 万元的 11.31%。 二、补助的类型及其对上市公司的影响 中巨芯科技股份有限公司 关于获得政府补助的公告 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。 公司根据《企业会计准则第 16 号—政府补助》的相关规定，确认上述获得 的政府补助属于与收益相关的政府补助。上述政府补助未经审计，具体的会计处 理以及对公司损益的具体影响，最终以审计机构年度审计确认后的结果为准。敬 请广大投资者注意投资风险。 证券代码：688549 证券简称：中巨芯 公告编号：2025-022 中巨芯科技股份有限公司董事会 2025 年 8 月 2 日 特此公告。 ...

Core Viewpoint - The company Zhongjuxin (688549.SH) announced that its wholly-owned subsidiaries received government subsidies totaling RMB 1.1331 million, which represents 11.31% of the company's audited net profit attributable to shareholders of RMB 10.0152 million for the most recent fiscal year [1] Group 1 - The total amount of government subsidies received is RMB 1.1331 million [1] - The subsidies account for 11.31% of the company's audited net profit attributable to shareholders [1] - The audited net profit for the last fiscal year was RMB 10.0152 million [1]

Group 1 - The Shanghai Stock Exchange has released the "Self-Regulatory Supervision Guidelines for Companies Listed on the Sci-Tech Innovation Board No. 5 - Sci-Tech Growth Tier" [1] - The reform does not impose additional listing thresholds for unprofitable companies entering the Sci-Tech Growth Tier, allowing 32 existing unprofitable companies to enter immediately upon the guideline's implementation [1] - Newly registered unprofitable companies will enter the Sci-Tech Growth Tier from the date of their listing [1] Group 2 - Investors participating in the subscription and trading of newly registered stocks in the Sci-Tech Growth Tier must sign a "Risk Disclosure Statement for the Sci-Tech Growth Tier" [2] - The 32 existing companies that have not yet removed the "U" designation include: Zejing Pharmaceutical, Junshi Biosciences, Frontier Biotech, Qingyun Technology, Hehui Optoelectronics, Jingjin Electric, BeiGene, Dize Pharmaceutical, Maiwei Biotech, Aojie Technology, Yuhong Pharmaceutical, Shouyao Holdings, Haichuang Pharmaceutical, CloudWalk Technology, Yifang Biotech, Obsidian Optics, Mengke Pharmaceutical, Nuo Cheng Jianhua, Xinke Mobile, Xinghuan Technology, Yutai Micro, Yuntian Lifa, Tianzhihang, Qi Anxin, Hanwujin, Yihua Tong, Aifute, Huizhiwei, Xinlian Integrated, Zhixiang Jintai, Shengke Communication, and Zhongjuxin [2]

证券代码：688549 证券简称：中巨芯 公告编号：2025-020 中巨芯科技股份有限公司 关于持股 5%以上股东股份解除质押及部分股份 再质押的公告 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： 截至本公告披露日，中巨芯科技股份有限公司（以下简称"中巨芯"或 "公司"）股东衢州恒芯企业管理合伙企业（有限合伙）（以下简称"恒芯企业" 或"员工持股平台"）持有公司股份数量 107,957,000 股，占公司总股本的 7.31%。 本次股份解除质押及部分股份再质押后，恒芯企业累计质押公司股份数 量 13,690,000 股，占公司总股本的 0.93%。 公司近日接到股东恒芯企业通知，获悉其所持有公司的部分股份办理了解除 质押登记手续，同时自本公告披露之日起7个工作日内，将再次办理其所持有公 司的部分股份再质押登记手续。具体情况如下： | 股东名称 | 恒芯企业 | | --- | --- | | 本次解除质押股份数量（股） | 87,269,201 | | 占其所持股份比例 | 80.84% | | 占公司 ...

证券代码：688549 证券简称：中巨芯 公告编号：2025-019 中巨芯科技股份有限公司 本公司董事会、全体董事及相关股东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： ? 股东持股的基本情况 ? 减持计划的实施结果情况 公司于 2025 年 3 月 18 日在上海证券交易所网站（www.sse.com.cn）披露了 《中巨芯科技股份有限公司股东减持股份计划公告》（公告编号：2025-003）。 远致富海因自身资金需求，计划于上述公告披露之日起 3 个交易日后的三个月内 通过集中竞价、大宗交易方式减持公司股份不超过 44,318,220 股，即减持比例 不超过公司股份总数的 3%。 近日，公司收到远致富海出具的《关于减持中巨芯股份结果的告知函》，远 致富海在减持计划期间内通过集中竞价及大宗交易方式合计减持所持公司股份 本次减持计划已实施完毕。 一、减持主体减持前基本情况 股东名称 远致富海 控股股东、实控人及一致行动人 □是 √否 股东身份 直接持股 5%以上股东 □是 √否 董事、监事和高级管理人员 □是 √否 其他：5 ...

证券代码：688549 证券简称：中巨芯 公告编号：2025-019 中巨芯科技股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东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。 近日，公司收到远致富海出具的《关于减持中巨芯股份结果的告知函》，远 致富海在减持计划期间内通过集中竞价及大宗交易方式合计减持所持公司股份 22,138,827 股，占公司目前总股本的 1.4986%。本次减持计划时间区间已届满， 本次减持计划已实施完毕。 | 股东名称 | 远致富海 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | □是 | √否 | 一、减持主体减持前基本情况 重要内容提示： 股东持股的基本情况 本次减持计划实施前，深圳远致富海十一号投资企业（有限合伙）（以下简 称"远致富海"）持有中巨芯科技股份有限公司（以下简称"中巨芯"或"公司"） 73,863,701 股，占公司总股本的 4.999993%。以上股份均来源 ...

一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 8 日的2024年年度股东大会审议通过。 证券代码：688549 证券简称：中巨芯 公告编号：2025-018 中巨芯科技股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证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： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/6/19 | 2025/6/20 | 2025/6/20 | | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/6/19 | 2025/6/20 | 2025/6/20 | 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 1. 发放年度：2024年年度 2. 分派对象： 三、 相关日期 四、 分配实施办法 1. 实施 ...

Core Viewpoint - The semiconductor industry is experiencing a market expansion, with positive growth forecasts for global semiconductor sales driven by demand in AI, cloud infrastructure, and advanced consumer electronics [1][2]. Group 1: Market Performance - As of June 12, 2025, the CSI Semiconductor Industry Index (931865) decreased by 1.10%, with mixed performance among constituent stocks [1]. - The Semiconductor Industry ETF (159582) fell by 1.24%, with a latest price of 1.35 yuan and a turnover rate of 3.86%, totaling a transaction volume of 7.22 million yuan [1]. - Over the past year, the average daily transaction volume of the Semiconductor Industry ETF was 17.52 million yuan [1]. Group 2: Sales Forecast - WSTS has raised its 2025 global semiconductor sales forecast from $697.2 billion to $700.9 billion, representing an 11.2% year-on-year growth [1]. - Continued growth is expected in 2026, with a projected increase of 8.5% to $760.7 billion [1]. - Logic and memory segments are anticipated to maintain double-digit growth in 2025 due to sustained demand [1]. Group 3: ETF Performance - The Semiconductor Industry ETF has seen a net value increase of 25.26% over the past year as of June 11, 2025 [2]. - The ETF's highest monthly return since inception was 20.82%, with a maximum consecutive monthly gain of 45.46% [2]. - The ETF has a historical one-year profit probability of 100% [2]. Group 4: Risk and Fees - The management fee for the Semiconductor Industry ETF is 0.50%, and the custody fee is 0.10%, which are among the lowest in comparable funds [5]. - The ETF's tracking error over the past two months was 0.019%, indicating the highest tracking precision among similar funds [6]. Group 5: Top Holdings - As of May 30, 2025, the top ten weighted stocks in the CSI Semiconductor Industry Index accounted for 75.47% of the index [6]. - The leading stocks include Northern Huachuang (002371) with a weight of 15.51% and a decline of 2.75%, and Zhongwei Company (688012) with a weight of 12.80% and a decline of 2.00% [8].

Investment Rating - The report provides a standard investment rating for the basic chemical industry, indicating a cautious outlook due to recent market fluctuations and supply chain disruptions [1]. Core Insights - Japan's Mitsui Chemicals is exiting the NF3 business, which may enhance China's competitiveness in electronic specialty gases, with potential market share expansion [4][10]. - The chlorantraniliprole incident has caused supply disruptions, potentially boosting the market for pesticides and intermediates, with a shift towards high-efficiency, low-toxicity products [4][12]. - The report suggests focusing on key sub-sectors such as integrated refining and petrochemical chains, refrigerant industry leaders, and domestic alternative materials [4][14]. Summary by Sections 1. Industry News and Event Commentary - Mitsui Chemicals' exit from the NF3 business is attributed to rising competition and costs, indicating that Chinese manufacturers may fill the gap and increase exports [10][11]. - The chlorantraniliprole incident is expected to accelerate market consolidation, benefiting companies with technological advantages and regulatory compliance [12][13]. 2. Chemical Sector Weekly Performance - For the week of May 26 to May 30, the Shanghai Composite Index fell by 1.08%, while the Shenwan Petroleum and Petrochemical Index rose by 0.40%, outperforming the market by 1.48 percentage points [15][18]. - The basic chemical index decreased by 0.66%, ranking 23rd among all Shenwan primary industries [15][18]. 3. Key Product Price and Spread Performance - Notable price increases included potassium chloride (up 5.66%) and paraxylene (up 4.94%), while hydrochloric acid saw a significant drop of 28.00% [27][28]. - The price spread for carbon black increased by 31.13%, indicating a tightening supply situation [29][30].

Investment Rating - The report provides a standard investment rating for the basic chemical industry, indicating a cautious outlook due to recent market fluctuations and supply chain disruptions [4]. Core Insights - The exit of Japan's Mitsui Chemicals from the nitrogen trifluoride (NF3) business is expected to enhance China's competitiveness in electronic specialty gases, with potential for increased market share [10][11]. - Supply disruptions from incidents like the chlorantraniliprole event are likely to boost the market outlook for pesticides and intermediates, leading to a potential price recovery in the short term [12][13]. - The report emphasizes the importance of monitoring key sub-sectors and suggests investment opportunities in integrated supply chains and leading companies within the chemical industry [14]. Summary by Sections 1. Industry News and Event Commentary - Mitsui Chemicals announced its exit from the NF3 business, with production ceasing by March 2026, indicating a shift in market dynamics favoring Chinese producers [10]. - A chemical company experienced an explosion, impacting the chlorantraniliprole supply chain, which may lead to a consolidation of market players and a potential price increase for certain pesticide products [12][13]. 2. Chemical Sector Weekly Performance - For the week of May 26 to May 30, the Shanghai Composite Index fell by 1.08%, while the Shenwan Petroleum and Petrochemical Index rose by 0.40%, outperforming the market [15]. - The basic chemical index decreased by 0.66%, ranking 23rd among all Shenwan primary industries [15]. 3. Key Product Price Movements - Notable price increases included potassium chloride (up 5.66%) and paraxylene (up 4.94%), while hydrochloric acid saw a significant drop of 28.00% [27][28]. - The report highlights the price fluctuations of key products, indicating a volatile market environment that could present both risks and opportunities for investors [27][28]. 4. Investment Recommendations - The report suggests focusing on integrated players in the refining-PX-PTA chain, leading fluorochemical companies, and firms in the domestic substitution of new materials [14]. - Specific companies highlighted for potential investment include Hengli Petrochemical, Rongsheng Petrochemical, and various leaders in the semiconductor materials sector [14].