登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688591 证券简称：泰凌微 公告编号：2025-029 泰凌微电子（上海）股份有限公司 首次公开发行部分战略配售限售股上市流通公告 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首发战略配售股份（限售期24月）；股票认购方式为网下，上市股数为2,400,000 股。本公司确认，上市流通数量等于该限售期的全部战略配售股份数量。 本次股票上市流通总数为2,400,000股。 ● 本次股票上市流通日期为2025年8月25日。 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出具的《关于同意泰凌微电子（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〔2023〕1450号），公司获准首次向社会公众公开发行人民币普通股6,000万 股，并于2023年8月25日在上海证券交易所科创板上市，发行后总股本为24,000万股，其中有限售条件 流通股为187,954,832股，占公司总股本的78.31%，无限售条件流通股为 ...

证券日报网讯 8月15日晚间，泰凌微发布公告称，本次股票上市类型为首发战略配售股份（限售期24 月）；股票认购方式为网下，上市股数为2，400，000股。本公司确认，上市流通数量等于该限售期的 全部战略配售股份数量。本次股票上市流通总数为2，400，000股。本次股票上市流通日期为2025年8月 25日。 （编辑 楚丽君） ...

Group 1 - The core viewpoint of the article is the verification opinion regarding the listing and circulation of strategic placement restricted shares of TaiLing Microelectronics (Shanghai) Co., Ltd. following its initial public offering [1][6] - The company was approved to publicly issue 60 million shares, with a total share capital of 240 million shares post-IPO, including 187,954,832 restricted shares and 52,045,168 unrestricted shares [1][2] - The restricted shares being listed are part of the strategic placement, with a total of 2,400,000 shares, representing 1.00% of the company's total share capital, set to be released on August 25, 2025 [2][4] Group 2 - The company has undergone changes in share capital since the formation of the restricted shares, with an increase to 240,743,536 shares following the completion of the first vesting period of the 2023 restricted stock incentive plan [3] - The restricted shares have a lock-up period of 24 months from the date of the company's IPO, and the shareholders have adhered to their commitments regarding the lock-up [3][4] - The verification by the sponsor institution confirms that the company has complied with relevant laws and regulations regarding the listing and circulation of the restricted shares [5][6]

泰凌微电子（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首发战略配售股份（限售期 24 月）；股票认购方式 为网下，上市股数为2,400,000股。本公司确认，上市流通数量等于该限售期的全 部战略配售股份数量。 本次股票上市流通总数为2,400,000股。 ? 本次股票上市流通日期为2025 年 8 月 25 日。 证券代码：688591 证券简称：泰凌微 公告编号：2025-029 除上述情况外，本次上市流通的限售股形成后至今，公司股本数量未发生其 他变化。 三、本次上市流通的限售股的有关承诺 根据《泰凌微电子（上海）股份有限公司首次公开发行股票并在科创板上市 招股说明书》及《泰凌微首次公开发行股票科创板上市公告书》，本次申请上市 流通的首发战略配售股东获得本次配售的股票限售期限为自公司首次公开发行并 上市之日起 24 个月。限售期届满后，参与战略配售的投资者对获配股份的减持适 用中国证券监督管理委员会和上海证券交易所关于股份减持的有关规定。 截至本公告披露日 ...

泰凌微（SH 688591，收盘价：53.25元）8月15日晚间发布公告称，公司限售股份240万股将于2025年8 月25日解禁并上市流通，占公司总股本比例为1%。 （文章来源：每日经济新闻） 2024年1至12月份，泰凌微的营业收入构成为：集成电路占比100.0%。 ...

证券代码：688591 证券简称：泰凌微 公告编号：2025-029 泰凌微电子（上海）股份有限公司 首次公开发行部分战略配售限售股上市流通公告 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首发战略配售股份（限售期 24 月）；股票认购方式 为网下，上市股数为2,400,000股。本公司确认，上市流通数量等于该限售期的全 部战略配售股份数量。 本次股票上市流通总数为2,400,000股。 本次股票上市流通日期为2025 年 8 月 25 日。 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出具的《关于同意泰凌微电子（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〔2023〕1450 号），公司获准 首次向社会公众公开发行人民币普通股 6,000 万股，并于 2023 年 8 月 25 日在上海 证券交易所科创板上市，发行后总股本为 24,000 万股，其中有限售条件流通股为 187,954,832 股，占公司总股本的 78.31%，无限售条件流通股为 52,045 ...

国投证券股份有限公司 关于泰凌微电子（上海）股份有限公司 首次公开发行部分战略配售限售股上市流通的核查意见 国投证券股份有限公司（以下简称"国投证券"或"保荐机构"）作为泰凌 微电子（上海）股份有限公司（以下简称"泰凌微"或"公司"）首次公开发行 股票并在科创板上市项目的保荐机构，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》等有关法律法规和规范性文件的要求，对泰凌微 首次公开发行部分战略配售限售股上市流通事项进行了核查，发表核查意见如下： 一、首次公开发行股票情况及本次上市流通的限售股类型 二、本次上市流通的限售股形成后至今公司股本数量变化情况 2025 年 4 月 17 日，公司召开第二届董事会第十一次会议和第二届监事会第 九次会议，审议通过了《关于 2023 年限制性股票激励计划首次授予部分第一个 归属期符合归属条件的议案》。2025 年 5 月 19 日，公司 2023 年限制性股票激 1 励计划首次授予部分第一个归属期的股份登记手续已完成，中国证券登记结算有 限责任公司上海分公司出具了《证券变更登记证明》 ...

本文字数：2393，阅读时长大约4分钟 作者 |第一财经 魏中原 8月以来，国家集成电路产业投资基金（下称"大基金"）投资回收步伐继续提速。8月13日，佰维存储 （688525.SH）、安路科技（688107.SH）披露大基金减持计划公告，燕东微（688172.SH）公布了大基 金近期减持股份的进展。 至此，大基金年内计划或已经减持了8家半导体上市公司，除了佰维存储是大基金二期减持以外，其余 均为大基金一期减持。根据第一财经不完全统计，除了上述公司，今年以来，大基金一期计划减持的半 导体公司还包括通富微电（002156.SZ）、泰凌微（688591.SH）、盛科通信（688702.SH）、华大九天 （301269.SZ）、德邦科技（688035.SH）。 其中部分减持已经过半，比如，通富微电已被大基金一期减持逾7亿元，减持比例完成超过七成。盛科 通信、德邦科技将在8月下半月进入大基金一期的减持期。市场分析认为，大基金的投资与退出动作呈 现"一期加速退出成熟领域、二期三期接力布局战略核心环节"的运作逻辑。 3家半导体公司拟被减持 8月以来，佰维存储、安路科技、德邦科技3家半导体产业链公司公告了大基金的减持计划。 ...

Core Viewpoint - The National Integrated Circuit Industry Investment Fund (referred to as "Big Fund") has accelerated its investment recovery pace in the semiconductor sector, with plans to reduce holdings in multiple listed companies in 2023 [3][9]. Group 1: Investment Reduction Plans - In August, companies such as Baiwei Storage and Anlu Technology announced reduction plans by the Big Fund, marking a significant move in the semiconductor industry [3][5]. - The Big Fund has reportedly planned to reduce holdings in eight semiconductor companies this year, with notable reductions already completed in companies like Tongfu Microelectronics and Shengke Communication [3][9]. - Baiwei Storage, with the Big Fund as its second-largest shareholder, plans to reduce up to 922.53 million shares, amounting to approximately 6.15 billion yuan based on the closing price [5][6]. Group 2: Specific Company Reductions - Anlu Technology is facing collective reductions from multiple shareholders, including the Big Fund, which plans to reduce up to 400.85 million shares, potentially lowering its stake below 5% [5][6]. - The Big Fund has also reduced its holdings in Debang Technology, with plans to further reduce up to 426.72 million shares, expected to yield around 1.78 billion yuan [6][10]. - Yandong Microelectronics reported a reduction of 116.5 million shares by the Big Fund, decreasing its stake from 7.07% to 6.99% [9][10]. Group 3: Fund Background and Strategy - The Big Fund was established in 2014, focusing on investments in the semiconductor supply chain, and has entered its fifth year of the investment recovery phase [8][9]. - The first phase of the Big Fund is accelerating exits from mature sectors while the second and third phases are focusing on strategic core areas within the semiconductor industry [3][9].

Core Viewpoint - The National Integrated Circuit Industry Investment Fund (referred to as "Big Fund") has accelerated its investment recovery pace in the semiconductor sector, with plans to reduce holdings in multiple listed companies, indicating a strategic shift towards core segments of the industry [1][4]. Group 1: Big Fund's Reduction Plans - Big Fund has announced reduction plans for three semiconductor companies: Baiwei Storage, Anlu Technology, and Debang Technology [2][3]. - Baiwei Storage, with Big Fund as its second-largest shareholder, plans to reduce up to 922.53 thousand shares, amounting to approximately 615 million yuan based on the closing price [2]. - Anlu Technology is undergoing a collective reduction by several shareholders, including Big Fund, which plans to reduce up to 400.85 thousand shares, potentially lowering its stake below 5% [2][3]. Group 2: Investment Recovery Progress - Big Fund's first phase, established in 2014, is in its fifth year of investment recovery, focusing on semiconductor manufacturing, design, testing, and equipment materials [4]. - The fund has significantly accelerated its exit from investments in semiconductor companies this year, with multiple companies announcing reduction plans [4][5]. - Notable reductions include over 8 billion yuan for Shengke Communication and over 7 billion yuan for Tongfu Microelectronics, with ongoing and upcoming reductions for other companies [5][6]. Group 3: Specific Company Reductions - For Tongfu Microelectronics, Big Fund has already reduced over 7.36 billion yuan worth of shares, with 74.64% of its planned reduction completed [6]. - Debang Technology is set to undergo a reduction of up to 426.72 thousand shares, with an expected cash-out of approximately 178 million yuan [3][5]. - Yandong Microelectronics has seen a reduction of 116.5 thousand shares, with a decrease in holding from 7.07% to 6.99% [5].