Company Overview - Shanghai Xinxiang Microelectronics Co., Ltd. is located at 10 Cangwu Road, Xuhui District, Shanghai, established on March 29, 2005, and listed on June 1, 2023. The company specializes in the research, design, and sales of display chips, aiming to provide complete display chip system solutions [1]. Business Composition - The main business revenue composition includes integrated display chips at 70.30%, separated display chips at 25.77%, liquid crystal display glass at 2.04%, and other businesses at 1.89% [1]. Market Performance - As of September 15, the stock price of Xinxiang Micro fell by 5.24%, trading at 21.34 CNY per share, with a transaction volume of 114 million CNY and a turnover rate of 1.61%. The total market capitalization is 9.806 billion CNY [1]. Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Caitong Fund holds a significant position in Xinxiang Micro. The Caitong Advanced Manufacturing Select Mixed Fund A (019612) held 41,700 shares in the second quarter, accounting for 3.18% of the fund's net value, ranking as the fifth-largest heavy stock [2]. Fund Performance - The Caitong Advanced Manufacturing Select Mixed Fund A (019612) was established on May 29, 2024, with a latest scale of 18.6264 million CNY. Year-to-date returns are 31.81%, ranking 2432 out of 8246 in its category, while the one-year return is 43.3%, ranking 3787 out of 8054. Since inception, the return is 39.92% [2]. Fund Manager Information - The fund manager, Zhu Haidong, has a tenure of 6 years and 64 days, managing a total fund size of 1.478 billion CNY, with the best return during his tenure at 64.15% and the worst at -27.19%. Co-manager Gu Hongyuan has a tenure of 4 years and 114 days, managing 484 million CNY, with the best return at 47.9% and the worst at -23.03% [2].

证券代码：新相微 证券简称：688593 公告编号：2025-064 上海新相微电子股份有限公司 股票交易异常波动公告 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： 上海新相微电子股份有限公司（以下简称"公司"或"本公司"）股票于 2025 年 9 月 10 日、9 月 11 日、9 月 12 日连续三个交易日内日收盘价格涨幅偏 离值累计达到 30%。根据《上海证券交易所交易规则》《上海证券交易所科创板 股票异常交易实时监控细则》的有关规定，属于股票交易异常波动情形。 经公司自查并向实际控制人核实，截至本公告披露日，不存在应披露而 未披露的重大信息。 公司股价短期波动幅度较大，敬请广大投资者理性投资，注意投资风险。 一、 股票交易异常波动的具体情况 公司股票交易于 2025 年 9 月 10 日、9 月 11 日、9 月 12 日连续三个交易日 内收盘价格涨幅偏离值累计达到 30%，根据《上海证券交易所交易规则》《上海 证券交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易价格 异常波动。 筹 ...

关于上海新相微电子股份有限公司 中国国际金融股份有限公司 2025 年半年度持续督导跟踪报告 中国国际金融股份有限公司（以下简称"中金公司"或"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》和《上海证 券交易所上市公司自律监管指引第 11 号——持续督导》等相关规定，作为上海新 相微电子股份有限公司（以下简称"新相微"或"公司"）持续督导工作的保荐机构， 针对新相微 2025 年 1 月 1 日至 2025 年 6 月 30 日（以下简称"报告期"）经营情 况，出具本持续督导半年度跟踪报告。 一、持续督导工作情况 | 序号 | 工作内容 | 持续督导情况 | 保荐机构已建立健全并 | | | --- | --- | --- | --- | --- | | 建立健全并有效执行持续督导工作制度，并针对具体 | 有效执行了持续督导制 | 1 | 的持续督导工作制定相应的工作计划 | 度，并制定了相应的工 | | 作计划 | 保荐机构已与新相微签 | | | | | 根据中国证监会相关规定，在持续督导工作开始前， | 订《保荐协议》，该协 | 与上市公司或相关当事人签署持续督导 ...

Group 1 - The core viewpoint of the articles highlights the performance and financial metrics of Shanghai Xinxiang Microelectronics Co., Ltd., which has seen a stock price increase of 5.11% to 21.00 CNY per share, with a total market capitalization of 9.65 billion CNY [1] - The company specializes in the research, design, and sales of display chips, with its main revenue sources being integrated display chips (70.30%), separated display chips (25.77%), liquid crystal display glass (2.04%), and other businesses (1.89%) [1] - The company was established on March 29, 2005, and went public on June 1, 2023, indicating its recent entry into the stock market [1] Group 2 - From the perspective of fund holdings, the Caifeng Fund has a significant position in Xinxiang Micro, with its fund holding 41,700 shares, representing 3.18% of the fund's net value, making it the fifth-largest holding [2] - The Caifeng Advanced Manufacturing Select Mixed Fund A (019612) has achieved a year-to-date return of 31.57% and a one-year return of 43.02%, ranking 2407 out of 8174 and 3724 out of 7981 in its category, respectively [2] - The fund managers, Zhu Haidong and Gu Hongyuan, have notable performance records, with Zhu achieving a best return of 61.64% during his tenure and Gu achieving a best return of 46.63% [2]

Core Insights - On September 11, 2023, the Shanghai-Hong Kong Stock Connect saw participation in 11 stocks on the daily trading leaderboard, indicating significant trading activity in these stocks [1][2] Group 1: Net Buying Stocks - Shanghai Electric (600021) had a net buying amount of 248.95 million yuan, with a daily increase of 5.87% and a turnover rate of 10.40% [2] - Dongyangguang (600673) recorded a net buying of 66.49 million yuan, with a daily increase of 4.66% and a turnover rate of 7.69% [2] - Oriental Communication (600776) saw a net buying of 58.43 million yuan, with a daily increase of 10.02% and a turnover rate of 11.07% [2] - Jinko Technology (601778) had a net buying of 49.29 million yuan, with a daily increase of 10.05% and a turnover rate of 8.29% [2] - New Silicon Micro (688593) experienced a net buying of 36.52 million yuan, with a daily increase of 20.00% and a turnover rate of 9.86% [2] - Juguang Technology (688167) had a net buying of 27.59 million yuan, with a daily increase of 20.00% and a turnover rate of 10.77% [2] - Sanjiang Shopping (601116) recorded a net buying of 8.78 million yuan, with a daily increase of 10.03% and a turnover rate of 10.18% [2] Group 2: Net Selling Stocks - Tengjing Technology (688195) had a net selling of 0.31 million yuan, with a daily increase of 20.00% and a turnover rate of 15.04% [2] - Haiguang Information (688041) saw a net selling of 10.34 million yuan, with a daily increase of 20.00% and a turnover rate of 3.34% [2] - Huaguang Environmental Energy (600475) recorded a net selling of 18.07 million yuan, with a daily decrease of 10.01% and a turnover rate of 0.75% [2] - Qingshan Paper (600103) had a net selling of 18.12 million yuan, with a daily increase of 10.14% and a turnover rate of 11.50% [2]

Group 1 - The stock of Xinxiang Microelectronics (688593) closed at 19.98 yuan on September 11, reaching the daily limit with a trading volume of 6.02 billion yuan and a turnover rate of 9.86% [2] - The stock was listed on the trading board due to a price increase of 15% at the close [2] - The top five trading departments accounted for a total transaction of 2.62 billion yuan, with a net buying amount of 64.95 million yuan [2] Group 2 - The main capital inflow for the stock was 49.15 million yuan throughout the day [3] - The largest buying department was the Shanghai Stock Connect, with a buying amount of 56.71 million yuan [3] - The largest selling department was Huatai Securities' Nanjing branch, with a selling amount of 31.41 million yuan [3]

Group 1 - The article discusses the performance and characteristics of various ETFs tracking the STAR Market indices, highlighting their focus on high-tech sectors such as semiconductors, medical devices, and software development [2][3][5] - The STAR 50 ETF tracks the STAR 50 Index, which consists of 50 large-cap stocks with a significant focus on "hard technology," particularly semiconductors, which account for over 60% of the index [2] - The STAR 100 ETF focuses on medium-cap stocks, with over 80% of its composition in electronic, pharmaceutical, and computer industries, indicating a strong emphasis on small and medium-sized innovative enterprises [2][3] Group 2 - The STAR Comprehensive Index ETF covers the entire STAR Market, focusing on core industries such as artificial intelligence, semiconductors, and new energy, and includes all 17 primary industries listed on the STAR Market [3] - The STAR Growth 50 ETF is composed of 50 stocks with high growth rates in revenue and net profit, with nearly 75% of its composition in the electronic and pharmaceutical sectors, showcasing a strong growth style [5] - The rolling price-to-earnings (P/E) ratios for these indices indicate varying levels of valuation, with the STAR 50 ETF at 173.6 times, the STAR 100 ETF at 218.9 times, and the STAR Growth 50 ETF at 200.3 times, reflecting the growth potential and market expectations for these sectors [2][3][5]

Market Overview - The Shanghai Composite Index closed at 3875.31 points, up by 1.65%, with a total trading volume of 24645.93 billion yuan [1] - A total of 104 A-shares have surpassed their annual moving average, indicating positive market sentiment [1] Notable Stocks - The stocks with the highest deviation rates from their annual moving averages include: - Xinxing Microelectronics (688593) with a deviation rate of 14.18%, closing at 19.98 yuan after a 20.00% increase [1] - Jingwei Technology (300120) with a deviation rate of 8.52%, closing at 10.00 yuan after a 9.41% increase [1] - Phoenix Optical (600071) with a deviation rate of 7.05%, closing at 23.07 yuan after a 10.01% increase [1] - Other notable stocks with smaller deviation rates include: - Hoshine Silicon Industry (300134) with a deviation rate of 6.43% [1] - Longqi Technology (603341) with a deviation rate of 6.41% [1] Trading Activity - The trading turnover rates for the top stocks are as follows: - Xinxing Microelectronics at 9.86% [1] - Jingwei Technology at 13.20% [1] - Phoenix Optical at 5.02% [1] - The overall trading activity reflects a robust interest in stocks that are performing well above their annual averages [1]

Market Overview - The Shanghai Composite Index closed at 3856.75 points, above the annual line, with an increase of 1.17% [1] - The total trading volume of A-shares reached 196.74 billion yuan [1] Stocks Breaking Annual Line - A total of 57 A-shares have surpassed the annual line today, with notable stocks including: - Xinxing Microelectronics (新相微) with a deviation rate of 14.18% - Jingwei Huirun (经纬辉开) at 8.84% - Phoenix Optical (凤凰光学) at 7.05% [1] Top Stocks by Deviation Rate - The following stocks have the highest deviation rates after breaking the annual line: - Xinxing Microelectronics (新相微): 20.00% increase, latest price 19.98 yuan, deviation rate 14.18% [1] - Jingwei Huirun (经纬辉开): 9.74% increase, latest price 10.03 yuan, deviation rate 8.84% [1] - Phoenix Optical (凤凰光学): 10.01% increase, latest price 23.07 yuan, deviation rate 7.05% [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Fabon Information (法本信息): 9.30% increase, latest price 25.04 yuan, deviation rate 6.04% [1] - Dafu Technology (大富科技): 8.59% increase, latest price 13.27 yuan, deviation rate 5.79% [1] - Longqi Technology (龙旗科技): 5.60% increase, latest price 44.49 yuan, deviation rate 5.42% [1]

Market Overview - The Shanghai Composite Index closed at 3855.10 points, above the six-month moving average, with an increase of 1.12% [1] - The total trading volume of A-shares reached 14961.95 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 118 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Xinxiangwei (688593) with a deviation rate of 18.44% and a price increase of 20.00% [1] - Fabon Information (300925) with a deviation rate of 11.71% and a price increase of 13.31% [1] - Aerospace Engineering (603698) with a deviation rate of 8.55% and a price increase of 10.01% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Huatushan (300492) with a deviation rate of 8.31% and a price increase of 10.82% [1] - Leidi Technology (300652) with a deviation rate of 6.06% and a price increase of 8.27% [1] - Tianshan Electric (301379) with a deviation rate of 4.05% and a price increase of 4.14% [1]