安徽芯动联科微系统股份有限公司董事会薪酬与考核委员会 关于公司 2025 年限制性股票激励计划（草案）的核查意见 安徽芯动联科微系统股份有限公司（以下简称"公司"）董事会薪酬与考核 委员会依据《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》）、《上市公司股权激励管理办法》（以下 简称《管理办法》）、《上海证券交易所科创板股票上市规则》（以下简称《上 市规则》）、《科创板上市公司自律监管指南第 4 号——股权激励信息披露》等 相关法律法规及规范性文件和《公司章程》的有关规定对公司《2025 年限制性 股票激励计划（草案）》（以下简称《激励计划（草案）》或"本次激励计划"） 进行审核，发表核查意见如下： 1、公司不存在《管理办法》等法律法规规定的禁止实施股权激励计划的情 形，包括： （1）最近一个会计年度财务会计报告被注册会计师出具否定意见或者无法 表示意见的审计报告； （2）最近一个会计年度财务报告内部控制被注册会计师出具否定意见或无 法表示意见的审计报告； （3）上市后最近 36 个月内出现过未按法律法规、公司章程、公开承诺进行 利润分配的情形； （4）法律法规规 ...

芯动联科公告，2025年上半年营业收入2.53亿元，同比增长84.34%。净利润1.54亿元，同比增长 173.37%。公司拟以实施权益分派股权登记日的总股本为基数向全体股东每10股派发现金红利人民币 1.56元（含税），拟派发现金红利总额为人民币6251.16万元（含税）。 ...

Core Viewpoint - The company has approved a proposal to use its own funds to pay for fundraising project expenses and replace them with equivalent raised funds, enhancing capital efficiency and reducing financial costs [1] Group 1: Fundraising and Projects - The company raised a net amount of 1.354 billion yuan from its initial public offering in 2023 [1] - The fundraising projects involve the development and packaging testing of high-performance MEMS devices [1] - Some fundraising projects have been postponed and modified to include a new "Inertial Measurement Unit (IMU) development and industrialization project" by 2025 [1] Group 2: Financial Management - The decision to use self-owned funds for replacement is primarily due to restrictions and operational difficulties related to salary, taxes, and other payments [1] - This approach will improve the efficiency of fund utilization and save on financial expenses, with necessary approval procedures already completed and no objections from the sponsor [1]

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 16.057 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 2.029 billion yuan [1] - A total of 237 stocks saw net inflows, while 350 stocks experienced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 479 stocks rose, with 8 stocks hitting the daily limit, including Nanxin Pharmaceutical and Shenlian Biological [1] - The stocks with the highest net inflows included Xindong Link Technology with 217.20 million yuan, Hengxuan Technology with 191.18 million yuan, and Yitang Co., Ltd. with 174.30 million yuan [2] Continuous Fund Flow - There are 42 stocks with continuous net inflows for more than three trading days, with Huahai Qingke leading at six consecutive days [2] - Conversely, 176 stocks have seen continuous net outflows, with Nami Technology experiencing the longest streak at 14 consecutive days [2] Notable Stocks - The top stocks by net inflow include: - Xindong Link Technology: 217.20 million yuan, 12.80% inflow rate, 15.08% increase [2] - Hengxuan Technology: 191.18 million yuan, 8.00% inflow rate, 9.89% increase [2] - Yitang Co., Ltd.: 174.30 million yuan, 8.16% inflow rate, 18.27% increase [2] Stocks with Significant Outflows - The stock with the highest net outflow was Shijia Photon, which saw a net outflow of 254 million yuan despite a 16.38% increase in its price [1] - Other notable outflows included Electric Wind Power and Lanqi Technology, with net outflows of 246 million yuan and 245 million yuan, respectively [1]

前瞻布局军工新质生产力方向，关注全市场首支且规模最大的通用航空ETF（159378），聚焦低空经济+无人机。 | 通用航空ETF | | | 159378 | | | | --- | --- | --- | --- | --- | --- | | | | | +0.031 +2.51% | | | | SZSE CNY 13:06:51 交易中 | | | 融 / △ + | | | | 净值走势 | | | 永赢国证通用航空产业ETF | | | | 序号 | 代码 | 名称 | 涨跌幅 ▼ | 成交量 | 成交额 | | 1 | 688582 | 芯动联科 | 12.20% | 1498万 | 11.87亿 | | 2 | 300397 | 天和防务 | 8.20% | 6922万 | 10.81亿 | | 3 | 600363 | 联创兴电 | 5.60% | 1540万 | 2006.6 | | 4 | 600316 | 洪都航空 | 4.60% | 1499万 | 6.34 Z | | 5 | 000801 | 四川九洲 | 4.46% | 4578万 | 8.34 Z | | 6 | 300542 ...

Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 4.92% during trading, with a transaction volume of 1.51 billion yuan [3] - Over the past week, the average daily transaction volume of the Sci-Tech Chip ETF reached 2.72 billion yuan, ranking first among comparable funds [3] - In the past month, the Sci-Tech Chip ETF's scale increased by 155 million yuan, leading among comparable funds [3] - The ETF's share increased by 1.35 billion shares over the past three months, also ranking first among comparable funds [3] - The net value of the Sci-Tech Chip ETF has risen by 85.20% over the past year, placing it first among comparable funds [3] Group 2: Leverage and Investment Trends - Leveraged funds continue to invest in the Sci-Tech Chip ETF, with a net financing purchase of 46.66 million yuan on the previous trading day and a latest financing balance of 1.42 billion yuan [3] - The ETF has recorded a maximum monthly return of 25.18% since its inception, with the longest consecutive monthly increase lasting four months and a maximum increase of 36.01% [3] - The average return during the rising months is 8.19% [3] Group 3: Semiconductor Industry Insights - East China Securities indicates that investment intensity in the AI sector remains strong, reflecting long-term growth potential [4] - In the short term, due to the technological advantages of the U.S. in advanced processes and AI chips, domestic chips may struggle to fully replace them, potentially delaying capacity ramp-up and pressuring corporate profits [4] - Long-term prospects suggest an acceleration in domestic semiconductor localization and the establishment of new international cooperation relationships, reshaping the global semiconductor supply chain [4] - Aijian Securities believes the current semiconductor boom driven by AI is unprecedented, comparable to an industrial revolution [4] - Future semiconductor development will focus on density enhancement, advanced packaging, and system-level optimization [4] Group 4: Top Weight Stocks - As of July 31, 2025, the top ten weighted stocks in the Sci-Tech Chip Index include Cambricon, SMIC, Haiguang Information, and others, collectively accounting for 57.59% of the index [4]

Group 1 - The semiconductor stocks in the A-share market have shown strong performance, with notable increases in share prices for several companies [1] - Shengke Communication saw a rise of nearly 16%, while Dongxin Co. increased by over 13% [1] - Other companies such as Jingfeng Mingyuan, Jiewate, Debang Technology, Ashi Chuang, and Hongwei Technology also experienced gains of over 5% [1] Group 2 - The following table summarizes the performance of key semiconductor stocks, including their percentage increase, total market capitalization, and year-to-date growth [2] - Shengke Communication: 15.95% increase, market cap of 38.5 billion, YTD growth of 11.90% - Dongxin Co.: 13.67% increase, market cap of 46.9 billion, YTD growth of 325.70% - Jingfeng Mingyuan: 8.55% increase, market cap of 8.716 billion, YTD growth of 11.75% - Jiewate: 6.73% increase, market cap of 14.1 billion, YTD growth of 3.17% - Debang Technology: 5.74% increase, market cap of 6.862 billion, YTD growth of 32.15% - Ashi Chuang: 5.31% increase, market cap of 7.413 billion, YTD growth of 101.16% - Hongwei Technology: 5.11% increase, market cap of 6.088 billion, YTD growth of 65.34% [2]

Market Overview - The semiconductor sector increased by 1.04% on August 13, with Zhongchuan Special Gas leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Top Gainers in Semiconductor Sector - Zhongchuan Special Gas (688146) closed at 44.86, up 20.01% with a trading volume of 310,400 shares and a transaction value of 1.376 billion [1] - Sawing Wall Technology (688270) closed at 68.51, up 15.63% with a trading volume of 262,800 shares [1] - Shanghai HePin (688584) closed at 26.18, up 14.52% with a trading volume of 431,000 shares [1] - Liyang Chip (688135) closed at 24.40, up 14.23% with a trading volume of 183,600 shares [1] Decliners in Semiconductor Sector - Juguang Technology (688167) closed at 100.20, down 3.65% with a trading volume of 62,400 shares [2] - Xindao Technology (688230) closed at 72.71, down 2.56% with a trading volume of 32,900 shares [2] - Jinghua Micro (688130) closed at 25.52, down 2.48% with a trading volume of 52,800 shares [2] Capital Flow Analysis - The semiconductor sector experienced a net outflow of 2.551 billion from institutional investors, while retail investors saw a net inflow of 2.53 billion [2] - The net inflow from speculative funds was 20.592 million [2] Individual Stock Capital Flow - Haowei Group (603501) had a net inflow of 476 million from institutional investors, while it faced a net outflow of 240 million from speculative funds [3] - Ziguang Guowei (002049) saw a net inflow of 199 million from institutional investors, with a net outflow of 85.01 million from speculative funds [3] - Long Electric Technology (600584) had a net inflow of 169 million from institutional investors, with a net outflow of 39.93 million from speculative funds [3]

8月5日芯动联科大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 折溢价（%） | | | | 股） | 元） | （元） | | | | | 10.00 | 645.00 | 64.50 | -2.49 | 东兴证券股份有限公司成都 都江堰市迎宾路证券营业部 | 海通证券股份有限公司上 海黄浦区合肥路证券营业 | | | | | | | 部 | （文章来源：证券时报网） 进一步统计，近3个月内该股累计发生19笔大宗交易，合计成交金额为1.25亿元。 证券时报·数据宝统计显示，芯动联科今日收盘价为66.15元，上涨3.52%，日换手率为3.52%，成交额为 5.74亿元，全天主力资金净流入4864.71万元，近5日该股累计上涨2.51%，近5日资金合计净流入3948.94 万元。 两融数据显示，该股最新融资余额为7.53亿元，近5日增加3501.08万元，增幅为4.88%。（数据宝） 芯动联科8月5日大宗交易平台出现一笔成交，成交量10.00万股， ...

8月5日，芯动联科大宗交易成交10万股，成交额645万元，占当日总成交额的1.11%，成交价64.5元，较市场收盘价66.15元折价2.49%。 | | 芯动联科 | 688582 | 64.5 દિવેટ | 10 | 东兴证券股份有限 | 海通证券股份有限 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | 公司成都都江堰市 | 公司上海黄浦区合 | | 交易日期 2025-08-05 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | state and State of the may | 卖出营业部 0m 00 3 T | ...