证券代码：688593 证券简称：新相微 公告编号：2025-065 上海新相微电子股份有限公司 关于对外投资暨关联交易的公告 （一）对外投资的基本概况 1、本次交易概况 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。因此公司全资子公司新相技术拟以自有资金1亿元人民币对北电数智进行增资。北 京电控持有公司12.30%的股份且公司董事董永生为北京电控副总经理，北京电控属于公司的关联法 人，北电数智为北京电控的控股子公司，根据《上市规则》等相关规定，北电数智属于公司的关联法 人，本次交易构成关联交易。 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"新相微"或"公司"）全资子公司上海新相技术有限公司（以 下简称"新相技术"）拟计 ...

Group 1 - New Xiang Micro (688593) announced a capital increase of 100 million yuan to Beijing Electronic Digital Technology Co., Ltd. (North Electric Digital), which constitutes a related party transaction [1] - North Electric Digital, established in 2023 with a registered capital of 350 million yuan, focuses on AI technology innovation and has major products including intelligent computing power and AI cloud services [1] - North Electric Digital's significant project, the Beijing Digital Economy Computing Power Center, aims to provide 1000 PFLOPS of intelligent computing power upon completion [1] Group 2 - New Xiang Micro specializes in the research, design, and sales of display chip products, with major clients including BOE, Tianma, and Visionox [2] - The company's gross margin has declined from 67.71% in 2021 to 14.94% in 2024, with a reported revenue of 285 million yuan and a net profit of 5.45 million yuan for the first half of 2025 [2] - New Xiang Micro attempted to acquire Aisheng Technology, a company focused on human-computer interaction chips, but the acquisition was terminated in August due to disagreements among parties [2]

Group 1 - The core point of the news is that Xinxiang Micro announced a capital increase of 100 million RMB to its subsidiary, Beijing Electronic Digital Technology Co., Ltd. (Beijing Digital), which constitutes a related party transaction but does not qualify as a major asset restructuring [1] - Beijing Digital, established in 2023 with a registered capital of 350 million RMB, focuses on innovative AI technology and data-driven solutions, offering products such as intelligent computing power and AI cloud services [1] - The Beijing Digital Economic Computing Center is a significant project for Beijing Digital, expected to provide 1000 PFLOPS of intelligent computing power upon completion [1] Group 2 - Xinxiang Micro aims to leverage the explosive growth opportunities in the artificial intelligence industry by strategically investing in high-quality AI companies to create a synergistic ecosystem that fosters new technologies, products, and business models [2] - The company intends to enhance its business development and create more value for its shareholders through this strategic investment approach [2]

Group 1 - Huadian Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange [2] - Cisco Ray's 2022 annual report was found to have inflated revenue by 9.96 million and profit by 7.0054 million, leading to penalties and a change in stock name to ST Cisco Ray [3] - Tianpu Co., Ltd. experienced a 245.20% increase in stock price over 13 consecutive trading days, indicating a risk of rapid decline [4] - ST New Power is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [6] - Baoli International intends to invest in semiconductor testing equipment company Hongtai Technology, acquiring 1%-3% equity [7] - Ankai Micro plans to invest 20 million yuan to acquire 4% equity in Shiqi Future, focusing on smart vision technology [8] Group 2 - SF Holding reported a revenue of 24.787 billion yuan in August, a year-on-year increase of 7.86% [9] - Various companies are involved in share transfers, including Guangli Micro and *ST Tianlong, with plans for significant asset restructuring [11] - Xinwangda's subsidiary aims to establish a storage industry fund with professional investment institutions [12] - Several companies are planning share repurchases, including Shunhao Co. and Lingyun Optics, with adjustments to repurchase plans [18]

Group 1 - New Xiang Micro (688593) announced that its wholly-owned subsidiary, New Xiang Technology, plans to invest 100 million RMB in Beijing Electronic Digital Technology Co., Ltd. (Beijing Digital) [1] - Beijing Digital is a subsidiary of Beijing Electronic, which holds 12.30% of New Xiang Micro's shares, and the investment constitutes a related party transaction [1] - Beijing Digital, established in 2023 with a registered capital of 350 million RMB, focuses on AI technology and data-driven innovation, with major products including intelligent computing power and AI cloud services [1] Group 2 - In the first half of 2025, Beijing Digital reported revenue of 158 million RMB and a net loss of 101 million RMB, compared to revenue of only 33.22 million RMB in the previous year [2] - As of June 30, 2025, Beijing Digital's total assets were 1.416 billion RMB, with net assets of 71.4 million RMB [2] Group 3 - New Xiang Micro has focused on the research, design, and sales of display chip products, with major clients including BOE and Visionox [3] - The company's gross margin has declined from 67.71% in 2021 to 14.94% in 2024, indicating pressure on traditional business [3] - In the first half of 2025, New Xiang Micro reported revenue of 285 million RMB and a net profit of 5.4473 million RMB, with a gross margin of 14.64% [3] - The company attempted to acquire Aisheng, a chip and solution provider in the human-computer interaction field, but the acquisition was unsuccessful [3] - New Xiang Micro aims to strategically invest in high-quality AI companies to create a synergistic ecosystem and foster new technologies and business models [3]

（文章来源：证券日报） 证券日报网讯 9月19日晚间，新相微发布公告称，公司全资子公司上海新相技术有限公司拟计划以自有 资金1亿元人民币（暂定）向北京电子数智科技有限责任公司（简称"北电数智"）进行增资。北京电子 控股有限责任公司（简称"北京电控"）持有公司12.30%的股份且公司董事董永生为北京电控副总经理， 北京电控属于公司的关联法人；北电数智为北京电控的控股子公司，根据相关规定，北电数智属于公司 的关联法人，本次交易构成关联交易。 ...

Core Insights - The article highlights the trend of net inflows of main funds into specific stocks, with a total of 56 stocks experiencing net inflows for five consecutive days or more as of September 19 [1] Group 1: Key Stocks with Continuous Net Inflows - Cambrian Biologics-U has the longest streak of net inflows, with 23 consecutive days and a total net inflow of 3.498 billion [1][2] - New Light Optoelectronics follows with 9 consecutive days of net inflows, although the total amount is not specified [1][2] - Other notable stocks include Sanan Optoelectronics with 5 days of net inflows totaling 534 million, and Huazhong Steel with 8 days and 478 million [2] Group 2: Performance Metrics - Cambrian Biologics-U has a cumulative increase of 44.46% during the 23 days of net inflows [2] - The stock with the highest net inflow ratio over the last five days is Taimushi, which has seen a 61.05% increase [1][2] - Other stocks with significant performance include New Microelectronics with a 58.18% increase and Kebo Da with a 32.17% increase over their respective periods of net inflows [2]

Core Viewpoint - The company, New Xiang Micro (688593.SH), aims to leverage the explosive growth opportunities in the artificial intelligence (AI) industry by strategically investing in high-quality AI enterprises to create a synergistic ecosystem that fosters new technologies, products, and business models for value creation [1] Group 1 - New Xiang Micro's wholly-owned subsidiary, New Xiang Technology, plans to increase its capital investment in Beidian Zhizhi by 100 million RMB [1] - Beidian Zhizhi is a subsidiary of Beijing Electric Control, which holds 12.30% of New Xiang Micro's shares, indicating a close relationship between the two entities [1] - The transaction is classified as a related party transaction under relevant regulations due to the affiliation between New Xiang Micro and Beijing Electric Control [1]

一、对外投资暨关联交易概述 （一）对外投资的基本概况 1、本次交易概况 北京电子数智科技有限责任公司（以下简称"北电数智"或"标的公司"） 是北京电子控股有限责任公司（以下简称"北京电控"）旗下一家技术与数据双 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。因此公司全资子公司新相技术拟以自有资金1亿元人民币（尚未确定）对北 电数智进行增资。北京电控持有公司12.30%的股份且公司董事董永生为北京电控 副总经理，北京电控属于公司的关联法人，北电数智为北京电控的控股子公司， 根据《上海证券交易所科创板股票上市规则》（以下简称"《上市规则》"）等 相关规定，北电数智属于公司的关联法人，本次交易构成关联交易。 截至本次关联交易为止，过去12个月内公司与同一关联人的关联交易达到公 司最近一期经审计总资产1%以上且超过3,000万元，本次关联交易尚需公司股东 会审议。 本次交易未达到中国证监会、上海证券交易所关于科创板上市公司重大资产 重组相关规 ...

证券代码：688593 证券简称：新相微 公告编号：2025-065 上海新相微电子股份有限公司 关于对外投资暨关联交易的公告 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"新相微"或"公司"）全资子公司上 海新相技术有限公司（以下简称"新相技术"）拟计划以自有资金 1 亿元人民币（暂定） 向北京电子数智科技有限责任公司（以下简称"北电数智"或"标的公司"）进行增资。 北京电子控股有限责任公司（以下简称"北京电控"）持有公司 12.30%的股份 且公司董事董永生为北京电控副总经理，北京电控属于公司的关联法人；北电数智为北 京电控的控股子公司，根据《上海证券交易所科创板股票上市规则》（以下简称"《上市 规则》"）等相关规定，北电数智属于公司的关联法人，本次交易构成关联交易。本次交 易不构成重大资产重组。 本次交易已达到股东会审议标准。本次关联交易已经公司第二届董事会战略委 员会第四次会议、第二届董事会审计委员会第八次会议、第二届董事会独立董事专门会 议第六次会议、第二届 ...