芯动联科：初步确定询价转让价格为56.40元/股 智通财经6月9日电，芯动联科(688582.SH)公告称，根据2025年6月9日询价申购情况，初步确定的本次 询价转让价格为56.40元/股，参与报价的机构投资者家数为20家。本次询价转让拟转让股份已获全额认 购，初步确定受让方为20家机构投资者，拟受让股份总数为8,014,313股。此次询价转让不涉及公司控制 权变更，不会影响公司治理结构和持续经营。 ...

中信建投证券股份有限公司 关于安徽芯动联科微系统股份有限公司 股东向特定机构投资者询价转让股份 相关资格的核查意见 （北京市朝阳区安立路 66 号 4 号楼） 1 中信建投证券股份有限公司（以下简称"中信建投证券"）受安徽芯动联科 微系统股份有限公司（以下简称"芯动联科"）股东北方电子研究院有限公司（以 下简称"出让方"）委托，组织实施本次芯动联科首发前股东向特定机构投资者 询价转让（以下简称"本次询价转让"）。 根据《关于在上海证券交易所设立科创板并试点注册制的实施意见》《科创 板上市公司持续监管办法（试行）》《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 4 号——询价转让和配售》（以下 简称"《询价转让和配售指引》"）等相关规定，中信建投证券对参与本次询价转 让股东的相关资格进行核查，并出具本核查意见。 一、 本次询价转让的委托 中信建投证券收到出让方关于本次询价转让的委托，委托中信建投证券组织 实施本次询价转让。 二、 关于参与本次询价转让股东相关资格的核查情况 （一）核查过程 根据相关法规要求，中信建投证券对出让方的相关资格进行了核查。出让方 已出具《关于向特定机 ...

股东询价转让计划书 股东北方电子研究院有限公司保证向安徽芯动联科微系统股份有限公司提 供的信息内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、 准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 拟参与安徽芯动联科微系统股份有限公司（以下简称"芯动联科"）首发 前股东询价转让（以下简称"本次询价转让"）的股东为北方电子研究院有限公 司（以下简称"电子院"或"出让方"）； 出让方拟转让股份的总数为 8,014,313 股，占芯动联科总股本的比例为 2.00%； 证券代码：688582 证券简称：芯动联科 公告编号：2025-019 安徽芯动联科微系统股份有限公司 本次询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二 级市场减持。受让方通过询价转让受让的股份，在受让后 6 个月内不得转让； 本次询价转让的受让方为具备相应定价能力和风险承受能力的机构投资 者。 一、拟参与转让的股东情况 （一）出让方的名称、持股数量、持股比例 出让方委托中信建投证券股份有限公司（以下简称"中信建投证券"）组织 实施本次询价转让。截至 2025 ...

Group 1 - The core point of the article is that Beifang Electronic Research Institute plans to transfer 8.0143 million shares of Xindong Lian Ke, representing 2% of the total share capital [1] - The transfer will not be conducted through centralized bidding or block trading, and the buyer must be an institutional investor with pricing capability and risk tolerance [1] - The transfer price will not be lower than 70% of the average trading price of Xindong Lian Ke shares over the 20 trading days prior to the issuance of the subscription invitation [1] Group 2 - The reason for the transfer is the seller's own funding needs [1]

Fundraising Overview - The company, Anhui Xindong Lian Ke Micro System Co., Ltd., successfully raised a total of RMB 1,476.3154 million by issuing 55.21 million shares at a price of RMB 26.74 per share, with all funds received by June 27, 2023 [1][2] - The funds were deposited into a dedicated account for fundraising, which has been verified by Zhonghui Certified Public Accountants [1] Fund Management and Usage - The company established a fundraising management system in compliance with relevant laws and regulations to ensure proper management and usage of the raised funds, protecting investor interests [2] - The company and its subsidiary, Beijing Xindong Zhiyuan Microelectronics Technology Co., Ltd., adopted a dedicated account storage system for the raised funds, signing a tripartite supervision agreement with the sponsoring institution, CITIC Securities [2] Account Status - As of the announcement date, the company has opened several fundraising accounts with CITIC Bank and China Everbright Bank, with specific account numbers provided [3][4] - Two accounts have been closed due to the completion of the intended use of the funds, and the corresponding tripartite supervision agreements have been terminated [4]

二、募集资金专户开立情况 为规范募集资金的管理和使用，提高资金使用效率和效益，保护投资者利益， 公司根据《公司法》《证券法》《上市公司监管指引第 2 号——上市公司募集资金管 理和使用的监管要求》《上海证券交易所科创板股票上市规则》及《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》等有关法律、法规和规范性文 件的规定，结合公司实际情况，公司制定了《募集资金管理制度》（以下简称"《管 理制度》"）。根据该管理制度，公司及子公司北京芯动致远微电子技术有限公司对募 集资金采用专户存储制度，并连同保荐机构中信建投证券股份有限公司（以下简称 "保荐机构"）分别与募集资金专户监管银行签订了《募集资金专户存储三方监管协 议》，明确了各方的权利和义务，协议内容与上海证券交易所制订的《募集资金专户 存储三方监管协议（范本）》不存在重大差异。 证券代码：688582 证券简称：芯动联科 公告编号：2025-018 安徽芯动联科微系统股份有限公司 关于部分募集资金专户注销的公告 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。 ...

Investment Rating - Buy (Maintain Rating) [1] Core Viewpoints - The recent military conflict between India and Pakistan has highlighted the effectiveness of Chinese military equipment, particularly in the context of military exports [2][5] - The global arms trade is expected to enter a new cycle of prosperity due to increased demand driven by geopolitical tensions, with China's military exports likely to gain market share [3][4][26] Summary by Sections 1. Overview of the India-Pakistan Conflict - The conflict began with a terrorist attack in India, leading to India's "Operation Zhusha" and Pakistan's counteraction, showcasing the effectiveness of Chinese military equipment used by Pakistan [13][20] 2. Impact on the Military Industry - Global demand for military equipment is increasing, with military spending projected to reach $2.72 trillion in 2024, a 9.4% increase [23][26] - The arms trade saw a significant increase of 29% in 2022, with a projected export value of $28.938 billion TIV in 2024 [3][26] 3. China's Military Export Potential - China's military exports have surged from $1.358 billion TIV in 2021 to $2.982 billion TIV in 2023, with 45% of exports going to Pakistan [4][33] - The report emphasizes the transition of Chinese military equipment into a "DEEPSEEK" era, indicating advancements in technology and capabilities [42] 4. Investment Recommendations - The report suggests focusing on seven key areas for military trade-related investments: aviation equipment, missile systems, radar systems, drones, low-cost munitions, ground equipment, and communication data links [5][67]

8只科创板股大宗交易平台今日发生交易，合计成交4621.47万元。 证券时报·数据宝统计显示，5月13日共有8只科创板股发生大宗交易，合计成交9笔，累计成交量229.08 万股，成交额合计4621.47万元。 统计显示，成交金额最多的是康希通信，共有2笔大宗交易，合计成交量为90.00万股，成交金额合计 1041.30万元；其次是德邦科技、东微半导，今日大宗交易金额分别为821.94万元、806.80万元。 折溢价情况来看，今日出现大宗交易的科创板股中，均为折价成交，大宗交易成交价格相对收盘价折价 率居前的有中国通号、欧莱新材、芯动联科等，折价率分别为9.38%、2.99%、2.50%。 股价表现方面，今日科创50指数下跌0.15%，科创板股中，今日上涨的有197只，占33.62%，今日发生 大宗交易的科创板股平均下跌0.81%，其中，涨幅居前的为德马科技、康希通信等，涨幅分别为 0.83%、0.51%，跌幅居前的有富吉瑞、欧莱新材、东微半导等，分别下跌3.39%、1.63%、1.19%。 资金流向方面，今日发生大宗交易的科创板股中，有5股获主力资金净流入，净流入资金居前的有德马 科技、东微半导、中国通号等， ...

Core Viewpoint - The global semiconductor sales continue to grow in Q1 2025, but there is a significant performance divergence among major chip manufacturers, influenced by market and product differences, particularly in AI and storage sectors, while automotive chip manufacturers are struggling [1]. Chip Design (Including IDM) - Texas Instruments (TI) reported Q1 revenue of $4.07 billion, a year-over-year increase of 11% and a sequential increase of 2%. The company expects Q2 revenue between $4.17 billion and $4.53 billion [3]. - STMicroelectronics (ST) reported Q1 revenue of $2.52 billion, a year-over-year decline of 27.3%, with a net profit of $56 million, down 89.1% [5]. - NXP's Q1 revenue was $2.84 billion, down 9% year-over-year, with a significant decline in automotive market revenue [6]. - Qualcomm's Q1 revenue reached $10.98 billion, a year-over-year increase of 16.9%, driven by growth in mobile, automotive, and IoT sectors [8]. - MediaTek's Q1 revenue was NT$153.31 billion, up 14.9% year-over-year, exceeding operational targets due to increased market demand [9]. Semiconductor Manufacturing - TSMC's Q1 revenue was $25.53 billion, a year-over-year increase of 35.3%, with a gross margin of 58.8% [42]. - UMC reported Q1 revenue of NT$57.86 billion, a year-over-year increase of 5.9%, with a focus on 22/28nm process technology [46]. - World Advanced's Q1 revenue was NT$11.949 billion, a year-over-year increase of 24%, achieving a net profit of NT$2.414 billion [48]. Chip Distribution - WPG Holdings reported Q1 revenue of NT$248.83 billion, a year-over-year increase of 36.8%, driven by demand from AI and related sectors [58]. - Winstek Technology's Q1 revenue was NT$247.4 billion, a year-over-year increase of 28% [60]. - Arrow Electronics reported a 6% year-over-year decline in sales, totaling $5.3 billion [64]. Domestic Semiconductor Companies - Over 70% of semiconductor companies listed in A-shares reported year-over-year revenue growth in Q1 2025, with 60.63% of companies showing profit increases [35]. - Weir Shares reported a 14.68% year-over-year revenue increase in Q1, with a net profit increase of 55.25% [38]. - Zhaoyi Innovation's Q1 revenue was 1.909 billion yuan, a year-over-year increase of 17.32% [40].

证券时报·数据宝统计显示，5月6日共有12只科创板股发生大宗交易，合计成交21笔，累计成交量522.69 万股，成交额合计2.30亿元。 12只科创板股大宗交易平台今日发生交易，合计成交2.30亿元。 资金流向方面，今日发生大宗交易的科创板股中，有7股获主力资金净流入，净流入资金居前的有芯动 联科、爱科赛博、凌云光等，净流入资金为1755.59万元、1156.24万元、886.49万元，净流出资金居前 的有希荻微、灿芯股份、东微半导等，净流出资金为2155.66万元、866.68万元、369.54万元。 科创板股5月6日大宗交易概况 | 代码 | 简称 | 成交笔 | 大宗交易数量 | 平均成交价格 | 相对收盘价折溢价 | 大宗交易金额 | | --- | --- | --- | --- | --- | --- | --- | | | | 数 | （万股） | （元） | （%） | （万元） | | 688333 | 铂力特 | 1 | 127.05 | 68.00 | -0.41 | 8639.46 | | 688536 | 思瑞浦 | 1 | 39.00 | 155.77 | 0.00 | 6075. ...