Core Insights - The chairman and general manager of the company, Zhuang Zhiqing, addressed investor concerns regarding AI computing chip collaborations and business development plans, showcasing the company's professional strength and growth potential in the chip design service sector [1][2] - Despite the overall performance being impacted by fluctuations in downstream customer demand in the first half of 2025, the company's chip design business revenue grew by 30.13%, and the number of completed tape-out verification projects increased by 80.56%, indicating a solid foundation for future mass production [1] Business Development - The company has established a core technology system around ASIC design services, which includes large-scale SOC rapid design and verification technology, large-scale chip rapid physical design technology, system performance evaluation and optimization technology, and engineering service technology [1] - The company has developed a series of reusable and configurable SoC industry application solutions and high-performance IP, covering various fields such as IoT, artificial intelligence, consumer electronics, industrial control, automotive electronics, and data center high-speed storage, catering to diverse customer needs [1] Market Outlook - Zhuang Zhiqing indicated that downstream customer demand is gradually recovering, and the company will continue to emphasize technological innovation and R&D investment to strengthen long-term competitiveness [2] - The company's future development prospects are promising, supported by the recovery of downstream demand and its technological accumulation across multiple application areas [2]

Core Viewpoint - The semiconductor stocks in the A-share market experienced significant gains, with several companies reaching their daily limit up or showing substantial increases in share prices, indicating a strong market sentiment towards the semiconductor sector [1][2]. Company Performance - Huicheng Co., Ltd. (汇成股份) saw a 19.99% increase, with a total market capitalization of 13.7 billion [2]. - Liyang Chip (利扬芯片) rose by 16.53%, with a market cap of 7.958 billion [2]. - Zhongwei Company (中微公司) increased by 14.15%, with a market cap of 162.4 billion [2]. - New Xiangwei (新相微) gained 11.69%, with a market cap of 1.23 billion [2]. - Canxin Co., Ltd. (灿芯股份) rose by 10.06%, with a market cap of 954.1 million [2]. - Ruixin Microelectronics (瑞芯微) reached a 10% increase, with a market cap of 9.64 billion [2]. - Other notable performers include Shengke Communication (盛科通信) up by 9.90%, Beifang Huachuang (北方华创) up by 9.35%, and Haiguang Information (海光信息) up by 8.32% [2]. Industry Developments - On September 16, CCTV's "News Broadcast" highlighted the achievements of China Unicom's Sanjiangyuan Green Power Intelligent Computing Center project, which involves several domestic AI chip brands such as Alibaba's Pingtouge, Muxi Co., Ltd., and others that have signed or are expected to sign contracts [1].

证券代码：688691 证券简称：灿芯股份 公告编号：2025-027 灿芯半导体（上海）股份有限公司 股东询价转让定价情况提示性公告 （一）本次询价转让受让方及受让股数仅为初步结果，尚存在拟转让股份被 1 根据 2025 年 9 月 16 日询价申购情况，初步确定的本次询价转让价格为 61.88 元/股。 受让方通过询价转让受让的股份，在受让后 6 个月内不得转让。 海通创新证券投资有限公司（以下简称"海通创新投"）、辽宁中德产业股权 投资基金合伙企业（有限合伙）（以下简称"辽宁中德"）、湖州赟通股权投资合 伙企业（有限合伙）（以下简称"湖州赟通"）（以上股东合称"出让方"）保证向灿 芯半导体（上海）股份有限公司（以下简称"公司"）提供的信息内容不存在任何 虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确性和完整性依法承担 法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 一、本次询价转让初步定价 （一）经向机构投资者询价后，初步确定的转让价格为 61.88 元/股。 （二）参与本次询价转让报价的机构投资者家数为 10 家，涵盖基金管理公 司、证券公司、私募 ...

格隆汇9月16日丨灿芯股份(688691.SH)公布，根据2025年9月16日询价申购情况，初步确定的本次询价 转让价格为61.88元/股。 ...

国泰海通证券股份有限公司 关于灿芯半导体（上海）股份有限公司 2025 年度持续督导半年度跟踪报告 | 保荐机构名称：国泰海通证券股份有限公司 | 被保荐公司简称：灿芯股份 | | --- | --- | | 保荐代表人姓名：何可人、邬凯丞 | 被保荐公司代码：688691 | 重大事项提示 2025 年 1-6 月，受芯片量产业务部分客户需求波动影响，加之公司新增项 目收入尚不足以弥补前述收入变动影响，同时随着公司加大研发投入，导致公司 业绩同比有所下降。2025 年 1-6 月，公司实现营业收入 2.82 亿元，归属于上市 公司股东的净利润为-6,088.23 万元，归属于上市公司股东的扣除非经常性损益 的净利润为-7,005.56 万元。 受量产业务订单波动影响，公司 2025 年上半年度营业收入同比有所下降， 但一方面公司芯片设计业务收入同比呈现增长趋势，且 2025 年上半年度完成流 片验证的项目数量亦同比增长，为公司后续量产业务收入奠定了基础；另一方面 公司 2025 年第二季度芯片量产业务收入环比增长 24.80%，呈现改善态势。同时 公司出于长远发展考虑，2025 年上半年内持续围绕"IP＋平 ...

Group 1: Company Developments - Purun Co. plans to acquire controlling stake in high-performance 2D NAND storage chip company SHM [4] - Longxin Zhongke's first GPGPU chip, 9A1000, is expected to deliver tape-out within the third quarter [5] - Jingwei Hengrun's major shareholder and director, Cao Xuming, intends to reduce holdings by up to 1 million shares [6] - Hangke Technology's actual controller, Cao Ji, plans to transfer 3% of total share capital through inquiry pricing [7] - Jincheng Co. announces a cash acquisition of 100% equity in Chip Micro Semiconductor for 316 million yuan [3] Group 2: Industry Trends - Shanghai government promotes the development of high-end medical imaging products and AI medical devices [1] - Henan province accelerates the construction of national supercomputing internet core nodes and AI-enabled industrialization [1] - Dongguan city supports the construction of low-altitude economic infrastructure, including general airports and eVTOL facilities [2] Group 3: Financing and Investments - Chip Vision Microelectronics completes several hundred million C+ round financing led by Guoxin Fund [16] - Huakan Biotechnology secures several hundred million B+ round financing for 3D cell manufacturing solutions [16] - Haide Hydrogen Energy announces a new round of strategic financing for global market expansion and product development [17]

灿芯股份(688691.SH)发布股东询价转让计划书，拟参与灿芯股份首发前股东询价转让的股东为海通创 新投、辽宁中德、湖州赟通，出让方拟转让股份的总数为124万股，占灿芯股份总股本的比例为 1.03%。 ...

智通财经APP讯，灿芯股份(688691.SH)发布股东询价转让计划书，拟参与灿芯股份首发前股东询价转 让的股东为海通创新投、辽宁中德、湖州赟通，出让方拟转让股份的总数为124万股，占灿芯股份总股 本的比例为1.03%。 ...

证券代码：688691 证券简称：灿芯股份 公告编号：2025-026 灿芯半导体（上海）股份有限公司 股东询价转让计划书 海通创新证券投资有限公司（以下简称"海通创新投"）、辽宁中德产业股 权投资基金合伙企业（有限合伙）（以下简称"辽宁中德"）、湖州赟通股权投 资合伙企业（有限合伙）（以下简称"湖州赟通"）（以上股东合称"出让方"）保 证向灿芯半导体（上海）股份有限公司（以下简称"灿芯股份"或"公司"）提供的 信息内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确 性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 一、拟参与转让的股东情况 （一）出让方的名称、持股数量、持股比例 出让方委托国泰海通证券股份有限公司（以下简称"国泰海通"）组织实施本 次询价转让。截至 2025 年 9 月 15 日，出让方所持首发前股份的数量、占总股本 比例情况如下： | 序号 | 股东名称 | 持股数量（股） | 持股占总股本比例 | | --- | --- | --- | --- | | 1 | 海通创新证券投资有限公司 | 3,645,960 ...

国泰海通证券股份有限公司 关于灿芯半导体（上海）股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 中国（上海）自由贸易试验区商城路 618 号 1 国泰海通证券股份有限公司（以下简称"国泰海通"）受灿芯半导体（上海） 股份有限公司（以下简称"灿芯股份"）股东海通创新证券投资有限公司（以 下简称"海通创新投"）、辽宁中德产业股权投资基金合伙企业（有限合伙）（以 下简称"辽宁中德"）、湖州赟通股权投资合伙企业（有限合伙）（以下简称"湖 州赟通"）（以上股东合称"出让方"）委托，组织实施本次灿芯股份首发前股东 向特定机构投资者询价转让（以下简称"本次询价转让"）。 根据《关于在上海证券交易所设立科创板并试点注册制的实施意见》《科创 板上市公司持续监管办法（试行）》《上海证券交易所科创板股票上市规则（2025 年 4 月修订）》《上海证券交易所科创板上市公司自律监管指引第 4 号——询价 转让和配售（2025 年 3 月修订）》（以下简称"《询价转让和配售指引》"） 等相关规定，国泰海通对参与本次询价转让股东的相关资格进行核查，并出具本 核查意见。 一、本次询价转让的委托 国泰海通收到出让方关于本次 ...