证券代码：688591 证券简称：泰凌微 上市地：上海证券交易所 泰凌微电子（上海）股份有限公司 发行股份及支付现金购买资产 并募集配套资金报告书（申报稿） | | STYLISH | TECH LIMITED、上海芯闪企业管理合伙企业 | | --- | --- | --- | | 发行股份及支付 现金购买资产 | | （有限合伙）、上海颂池投资管理中心（有限合伙）等 | | | | 名交易对方 26 | | 募集配套资金 | 不超过 | 35 名符合中国证监会规定的特定投资者 | 项目 交易对方 独立财务顾问 签署日期：二〇二六年二月 声 明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 一、上市公司声明 本公司及本公司全体董事、高级管理人员保证上市公司及时、公平地披露信息， 保证本报告书及其摘要内容的真实、准确、完整，不存在虚假记载、误导性陈述或者 重大遗漏，保证本报告书所引用的相关数据的真实性和合理性，并对所提供信息的真 实性、准确性、完整性负相应的法律责任。 如本次交易所披露或提供的信息涉嫌虚假记载、误导性陈述或者重大遗漏，被司 法机关立案侦查或者被中国证监会立案调查的，在形成 ...

2-2 法律意见书 序号 文件名称 页码 1 北京市中伦律师事务所关于泰凌微电子（上海）股份有限公司发行 股份及支付现金购买资产并配套募集资金的法律意见书 1 2 北京市中伦律师事务所关于泰凌微电子（上海）股份有限公司发行 股份及支付现金购买资产并配套募集资金的补充法律意见书（一） 138 北京市中伦律师事务所 关于泰凌微电子（上海）股份有限公司 发行股份及支付现金购买资产并募集配套资金的 法律意见书 二〇二六年一月 | | | 法律意见书 释 义 本法律意见书中，除非文义另有所指，下述名称分别具有以下含义： | 上市公司、泰凌微 | 指 | 泰凌微电子（上海）股份有限公司 | | --- | --- | --- | | 泰凌有限 | 指 | 泰凌微电子（上海）有限公司，系泰凌微的前身 | | 交易标的、标的公司、磐 | 指 | 上海磐启微电子有限公司 | | 启微 | | | | 苏州磐启微 | 指 | 苏州磐启微电子有限公司，系磐启微的全资子公司 | | 深圳磐启微 | 指 | 深圳磐启微电子有限公司，系磐启微的全资子公司 | | STYLISH | 指 | STYLISH TECH LIMITED | ...

华泰联合证券有限责任公司 关于泰凌微电子（上海）股份有限公司 发行股份及支付现金购买资产并募集配套资金 之 独立财务顾问报告 独立财务顾问 签署日期：二〇二六年二月 华泰联合证券有限责任公司 独立财务顾问报告 独立财务顾问声明和承诺 华泰联合证券有限责任公司（以下简称"华泰联合"、"本独立财务顾问"） 接受泰凌微电子（上海）股份有限公司（以下简称"泰凌微"、"上市公司"或"公 司"）委托，担任本次发行股份及支付现金购买资产并募集配套资金（以下简称 "本次交易"）的独立财务顾问，就该事项向上市公司全体股东提供独立意见， 并制作本独立财务顾问报告。 本独立财务顾问核查意见是依据《中华人民共和国公司法》《中华人民共和 国证券法》《上市公司重大资产重组管理办法》《上市公司并购重组财务顾问业务 管理办法》《公开发行证券的公司信息披露内容与格式准则第 26 号——上市公司 重大资产重组》《上市公司监管指引第 9 号——上市公司筹划和实施重大资产重 组的监管要求》和《上海证券交易所上市公司重大资产重组审核规则》等法律法 规及文件的规定和要求，以及证券行业公认的业务标准、道德规范，经过审慎调 查，本着诚实信用和勤勉尽责的态度 ...

证券代码：688591 证券简称：泰凌微 公告编号：2026-011 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。 2026 年 2 月 26 日 泰凌微电子（上海）股份有限公司（以下简称"公司"）拟通过发行股份及 支付现金的方式向 STYLISH TECH LIMITED、上海芯闪企业管理合伙企业（有 限合伙）、上海颂池投资管理中心（有限合伙）等 26 名交易对方购买其合计持有 的上海磐启微电子有限公司 100%股权，并募集配套资金（以下简称"本次交易"）。 公司于 2026 年 2 月 25 日收到上海证券交易所（以下简称"上交所"）出具 的《关于受理泰凌微电子（上海）股份有限公司发行股份购买资产并募集配套资 金申请的通知》（上证科审（并购重组）〔2026〕6 号）。上交所依据相关规定对 申请文件进行了核对，认为该项申请文件齐备，符合法定形式，决定予以受理并 依法进行审核。 本次交易尚需履行的决策和审批程序，包括但不限于经上交所审核通过并获 中国证券监督管理委员会注册。本次交易方案在取得上述审核通过及同意注册前， 不 ...

证券代码：688591 证券简称：泰凌微 公告编号：2026-012 公司于 2026 年 2 月 25 日收到上海证券交易所（以下简称"上交所"）出具 的《关于受理泰凌微电子（上海）股份有限公司发行股份购买资产并募集配套资 金申请的通知》（上证科审（并购重组）〔2026〕6 号），并披露了《泰凌微电子 （上海）股份有限公司发行股份及支付现金购买资产并募集配套资金报告书（申 报稿）》（以下简称"重组报告书（申报稿）"）等文件，具体内容详见公司刊登在 上海证券交易所网站（http://www.sse.com.cn）的相关文件。 相较公司于 2026 年 1 月 28 日披露的《泰凌微电子（上海）股份有限公司发 行股份及支付现金购买资产并募集配套资金报告书（草案）》，重组报告书（申报 稿）对部分内容进行了补充和修订，主要修订情况如下： | 章节 | | 修订情况 | | --- | --- | --- | | 重大事项提示 | | 更新了本次重组尚未履行的决策程序及报批程序。 | | 第一章 | 本次交易概述 | 更新了本次交易的决策过程和审批情况。 | | 第十三章 | 其他重要事项 | 更新了本次交易的内幕信 ...

格隆汇2月25日｜泰凌微公告，公司拟通过发行股份及支付现金的方式向STYLISH TECH LIMITED、上 海芯闪企业管理合伙企业、上海颂池投资管理中心等26名交易对方购买其合计持有的上海磐启微电子有 限公司100%股权，并募集配套资金。公司于2026年2月25日收到上海证券交易所出具的《关于受理泰凌 微电子股份有限公司发行股份购买资产并募集配套资金申请的通知》。上交所依据相关规定对申请文件 进行了核对，认为该项申请文件齐备，符合法定形式，决定予以受理并依法进行审核。 ...

Core Viewpoint - The major shareholder, National Integrated Circuit Industry Investment Fund Co., Ltd. (National Fund), has reduced its stake in TaiLing Microelectronics (Shanghai) Co., Ltd. to below 5%, resulting in a change in shareholder status without triggering a mandatory tender offer [3][7]. Group 1: Shareholder Reduction Details - Before the reduction, the National Fund held 16,688,400 shares, representing 6.93% of the total share capital [1]. - The reduction plan allowed the National Fund to sell up to 4,814,870 shares, not exceeding 2.00% of the total share capital, within a specified period from November 13, 2025, to February 12, 2026 [1]. - The actual reduction resulted in the sale of 4,651,261 shares, leaving the National Fund with 12,037,139 shares, which is approximately 4.999984% of the total share capital [2][3]. Group 2: Impact of the Reduction - The reduction in shareholding does not affect the control of the company, as the major shareholder and actual controller remain unchanged [3][7]. - The reduction was executed in compliance with relevant laws and regulations, and it aligns with the previously disclosed reduction plan [6][7]. - The National Fund is no longer classified as a shareholder holding more than 5% of the company’s shares following this transaction [3][7].

Group 1 - The People's Bank of China announced a 1 trillion yuan reverse repurchase operation to maintain liquidity in the banking system, indicating a reduced urgency for a short-term reserve requirement ratio cut [1] - Analysts suggest that the large liquidity injection allows for observation of effects before implementing broader monetary tools like a reserve requirement ratio cut, which remains an important option in the central bank's toolkit [1] Group 2 - Shenzhen's Industrial and Information Technology Bureau released an action plan for "Artificial Intelligence + Advanced Manufacturing" aimed at enhancing the semiconductor industry through AI applications [2] - The plan focuses on optimizing chip design and software code efficiency, and developing high-performance AI chips to meet the demands of various AI terminals [2] Group 3 - The Ministry of Industry and Information Technology is soliciting public opinions on mandatory national standards for the safety requirements of autonomous driving systems in intelligent connected vehicles [6] Group 4 - The Shanghai Stock Exchange plans to reduce market operating costs, expecting to return approximately 1.113 billion yuan to the market in 2026 through various initiatives [8] - The initiatives include optimizing information disclosure channels and enhancing regulatory service quality [8] Group 5 - The Ministry of Commerce proposed to impose countervailing duties on imported dairy products from the European Union, effective February 13, 2026 [9] Group 6 - The National Development and Reform Commission aims to establish a mandatory insurance system for unmanned aerial vehicles by 2027, enhancing the safety framework for low-altitude economic activities [10] Group 7 - The film industry is being targeted for consumption growth through a "Film +" initiative, with expectations for significant box office performance during the upcoming Spring Festival holiday [12] - Analysts highlight potential investment opportunities in film content producers, leading cinema companies, and firms with strong film production and marketing capabilities [12] Group 8 - A list of undervalued media stocks with projected earnings growth of over 100% has been compiled, indicating potential investment opportunities in the film and media sector [13]

Group 1 - The core viewpoint of the article highlights the recent share buyback and increase plans by certain companies, alongside the share reduction announcements from several others [1][3]. Group 2 - Chuzhou Development's controlling shareholder proposed to repurchase company shares worth between 100 million to 200 million yuan [3]. - Hainan Highway, the second-largest shareholder of Hainan Airlines Group, plans to increase its stake in the company [3]. - Wang Wei, the actual controller and director of Youkeshu, intends to increase his shareholding in the company [3]. Group 3 - Several companies announced share reductions, including: - Qianfang Technology, where shareholder Hangzhou Haoyue plans to reduce holdings by no more than 1.5% [3]. - Fuda Alloy, with controlling shareholder Wang Dawu intending to reduce holdings by no more than 3% [3]. - Dazhu Laser, where controlling shareholder Dazhu Holdings plans to reduce holdings by no more than 0.9672% [3]. - Dayuan Pump Industry, with shareholder Han Yuanfu planning to reduce holdings by no more than 3% [3]. - Huakang Clean, where the controlling shareholder and actual controller plan to collectively reduce their holdings [3]. - Jingwei Shares, with directors planning to reduce holdings by no more than 1.53% [3]. - Haizheng Materials, where shareholder Sinopec Capital intends to reduce holdings by no more than 1% [3]. - Huibo Energy, with shareholder Ningbo Huitong planning to reduce holdings by no more than 0.99999% [3]. - Other companies also announced similar reductions, including Caibai Shares, Nanda Optoelectronics, and Haohai Biomedical [3].

Group 1: Industry Developments - The National Development and Reform Commission and other departments plan to establish a mandatory insurance system for unmanned aerial vehicles by 2027, enhancing low-altitude insurance products to meet various application needs [1] - Shenzhen's action plan aims to strengthen the semiconductor industry by leveraging AI technology in key areas such as chip design and software optimization, targeting high-performance AI chips for various applications [2] - The internet regulatory authority is intensifying efforts to combat the spread of false information generated by AI without proper labeling, having already addressed over 13421 accounts and 543,000 pieces of illegal information [3] Group 2: Company Updates - Semiconductor company Huahong Semiconductor reported a record fourth-quarter revenue of $659.9 million, a year-on-year increase of 22.4%, with a gross margin of 13.0% [6] - Semiconductor manufacturer SMIC anticipates continued growth driven by domestic product replacements and strong demand for AI-related storage, despite challenges in the low-end market [4] - Aerospace company Hangya Technology plans to raise up to 600 million yuan through convertible bonds to fund various projects, including an intelligent manufacturing base in Malaysia [8] - Hezhong Instrument may face delisting risk due to projected net losses of approximately 89 million yuan for 2025, with revenue expected to be around 97 million yuan [5]