Core Viewpoint - New Silicon Microelectronics (688593.SH) plans to reduce its shareholding through a centralized bidding method due to funding needs, with a maximum reduction of 4.595294 million shares, representing no more than 1% of the company's total share capital [1] Summary by Relevant Sections - **Share Reduction Details** - The reduction will not exceed 4.595294 million shares, which is capped at 1% of the total share capital [1] - The selling price will be determined based on the market price at the time of the reduction [1] - The reduction period will commence 15 trading days after the announcement and will last for three months [1] - In any consecutive 90-day period, the total number of shares reduced through centralized bidding will not exceed 1% of the total share capital [1]

证券代码：688593 证券简称：新相微 公告编号：2025-066 上海新相微电子股份有限公司 持股 5%以上股东减持股份计划公告 一、减持主体的基本情况 本公司董事会、全体董事及相关股东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： 大股东持股的基本情况 上海新相微电子股份有限公司（以下简称"公司"或"新相微"）股东科宏 芯(香港)有限公司（以下简称"科宏芯"）持有公司股份 28,619,320 股（占本公 司总股本比例 6.23%）。上述股份来源于公司首次公开发行前取得。 减持计划的主要内容 科宏芯基于自身资金需求，拟通过集中竞价方式减持所持有的公司股票，减 持数量不超过 459.5294 万股，即不超过公司总股本的 1%。减持价格将根据减持 实施时的市场价格确定。本次减持将于本公告披露之日起 15 个交易日后的三个 月内进行，在任意连续 90 日内，通过集中竞价方式减持股份的总数不超过公司 总股本的 1%。若减持期间公司发生派发红利、送股、资本公积金转增股本或配 股等股本除权除息事项的，减持股份数量进行相应调整，并在相 ...

Core Viewpoint - The major shareholder of the company, Ke Hongxin (Hong Kong) Co., Ltd., plans to reduce its stake in the company by up to 4.5953 million shares, representing no more than 1% of the total share capital, due to personal funding needs [1] Summary by Sections - **Shareholder Reduction Plan** - The reduction period is set from October 29, 2025, to January 27, 2026 [1] - The shares will be sold through centralized bidding [1] - The selling price will be determined based on the market price at the time of the reduction [1]

Core Viewpoint - The shareholder, Ke Hongxin (Hong Kong) Co., Ltd., which holds 6.23% of the shares, plans to reduce its stake in the company through a centralized bidding process, with a maximum reduction of 4.595294 million shares, representing up to 1% of the total share capital of the company [1] Summary by Category - Shareholder Action - Ke Hongxin (Hong Kong) Co., Ltd. intends to reduce its holdings in the company [1] - The planned reduction is not to exceed 4.595294 million shares [1] - This reduction accounts for a maximum of 1% of the company's total share capital [1] - Ownership Structure - Ke Hongxin (Hong Kong) Co., Ltd. currently holds 6.23% of the company's shares [1]

Core Viewpoint - The shareholder, Kexin (Hong Kong) Co., Ltd., holding 6.23% of the shares, plans to reduce its stake by up to 4.5953 million shares, representing 1% of the company's total equity, due to its own funding needs [1] Summary by Relevant Sections - **Shareholder Information** - Kexin (Hong Kong) Co., Ltd. holds 6.23% of the company's shares [1] - **Reduction Plan** - The planned reduction will occur between October 29, 2025, and January 27, 2026 [1] - The maximum number of shares to be sold is 4.5953 million [1] - This reduction accounts for 1% of the company's total share capital [1] - **Source of Shares** - The shares to be sold were acquired prior to the company's IPO [1]

Summary of Key Points Core Viewpoint - The company, Xinxiang Microelectronics, has shown significant growth in revenue and net profit, indicating a positive trend in its financial performance since its recent IPO. Group 1: Financial Performance - For the first half of 2025, Xinxiang Microelectronics achieved operating revenue of 285 million yuan, representing a year-on-year growth of 23.48% [2] - The net profit attributable to shareholders reached 5.45 million yuan, marking a substantial year-on-year increase of 261.78% [2] Group 2: Shareholder Information - As of June 30, the number of shareholders for Xinxiang Microelectronics increased to 12,000, up by 22.93% from the previous period [2] - The average number of circulating shares per shareholder decreased to 26,872 shares, down by 17.72% from the previous period [2] Group 3: Business Operations - Xinxiang Microelectronics specializes in the research, design, and sales of display chips, aiming to provide comprehensive display chip system solutions [1] - The revenue composition of the company 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] Group 4: Market Activity - On September 23, the stock price of Xinxiang Microelectronics slightly decreased by 0.09%, with a trading volume of 466 million yuan [1] - The financing buy-in amount for the company on the same day was 48.23 million yuan, while the financing repayment was 31.06 million yuan, resulting in a net financing buy-in of 17.17 million yuan [1] - The total financing and securities lending balance reached 387 million yuan, accounting for 5.18% of the circulating market value, indicating a high level of financing activity [1]

Group 1 - The core viewpoint of the news is that Shanghai Xinxiang Microelectronics Co., Ltd. has experienced a slight decline in stock price, with a current trading price of 22.00 yuan per share and a total market capitalization of 10.11 billion yuan [1] - The company, established on March 29, 2005, specializes in the research, design, and sales of display chips, aiming to provide comprehensive display chip system solutions [1] - The revenue composition of the company's main business 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] Group 2 - From the perspective of fund holdings, one fund under Caitong Fund has a significant position in Xinxiang Microelectronics, with 41,700 shares held, accounting for 3.18% of the fund's net value, making it the fifth-largest holding [2] - The Caitong Advanced Manufacturing Select Mixed Fund A (019612) has a current scale of 18.63 million, with a year-to-date return of 31.91% and a one-year return of 43.24% [2] - The fund managers, Zhu Haidong and Gu Hongyuan, have varying tenures and performance records, with Zhu having a tenure of 6 years and Gu having 4 years, showcasing different best and worst fund returns during their management periods [2]

Core Viewpoint - The company is strategically investing in emerging fields such as AMOLED display driver chips, Mini/Micro LED display technology, and automotive chips, while also investing in AI company Beidian Shuzhi to drive rapid development through a combination of organic growth and external expansion [1][3]. Group 1: Company Strategy - The company plans to invest 100 million RMB in Beidian Shuzhi to enhance its strategic holdings in quality AI enterprises, aiming to create a synergistic industrial ecosystem [1]. - The company has established a comprehensive product matrix covering both TFT LCD and AMOLED technologies, focusing on new areas such as automotive chips and Mini/Micro LED display technology [3]. Group 2: AI Sector Development - Beidian Shuzhi is addressing key challenges in China's AI industry, such as the commercial difficulties of domestic chips and the adaptation of large model applications, by developing an advanced computing iteration verification platform [2]. - The company has successfully adapted and managed 11 domestic AI chips, supporting mainstream large model training and inference, thereby accelerating the application of domestic computing power in various verticals [2]. Group 3: Financial Projections - Revenue projections for the company are estimated at 820 million RMB, 1.16 billion RMB, and 1.65 billion RMB for the years 2025, 2026, and 2027 respectively, with net profits of 40 million RMB, 93 million RMB, and 174 million RMB for the same years [3].

Core Viewpoint - The company, Xinxiangwei, is strategically investing in the AI industry chain to capitalize on the explosive growth opportunities presented by artificial intelligence, aiming to create a synergistic ecosystem for new technologies and business models [1][2]. Group 1: Investment and Strategic Moves - Xinxiangwei's wholly-owned subsidiary, Shanghai Xinxiang Technology Co., plans to invest 100 million yuan in Beijing Electronic Intelligence Technology Co., to seize growth opportunities in the AI sector [1]. - The investment aims to build a collaborative ecosystem and foster new technologies and products that align with market trends, ultimately creating more value for the company and its shareholders [2]. - Beijing Electronic Intelligence, established in July 2023, focuses on computing power and has a strong shareholder base, including major players like BOE Technology Group and government funds [2]. Group 2: Financial Performance - In the first half of 2025, Beijing Electronic Intelligence reported revenues of 158 million yuan, a significant increase year-on-year, but incurred a net loss of 101 million yuan [3]. - Xinxiangwei's revenue for the first half of 2025 reached 285 million yuan, reflecting a year-on-year growth of 23.5%, with a net profit of 5.45 million yuan, marking a turnaround from previous losses [4]. Group 3: Innovation and Market Position - Xinxiangwei has been focusing on display chip research and development, with a notable increase in R&D expenses by 30.36%, accounting for 12.85% of its revenue in the first half of 2025 [4]. - The company is actively responding to market demands by increasing production capacity for high-end display chips, which has contributed to revenue growth [4]. - Future plans include a deeper focus on high-end display technologies such as AMOLED and MicroLED, indicating a commitment to innovation in next-generation display solutions [6].

经济观察网新相微公告，全资子公司新相技术拟以自有资金1亿元人民币对北京电子数智科技有限责任 公司增资。北电数智为北京电控的控股子公司，本次交易构成关联交易。北电数智是北京电控旗下一家 专注于原创性、颠覆性、引领性，技术与数据双驱动的科技创新AI企业。为把握人工智能产业爆发性 增长机遇，公司拟通过战略性持股AI领域优质企业，构建双向赋能的产业协同生态，培育孵化出更多 符合市场方向的新技术、新产品、新业务、新模式，为公司业务发展及股东创造更多价值。 ...