证券代码：688691 证券简称：灿芯股份 公告编号：2025-030 灿芯半导体（上海）股份有限公司 股东减持股份计划公告 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： 股东持有股份的基本情况 截至本公告披露日，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"）、海通创新证券投资有限公司（以下简称"海通创新"）合 计持有灿芯半导体（上海）股份有限公司（以下简称"公司"）5,982,560 股 股份，占公司总股本的 4.99%。 减持计划的主要内容 辽宁中德、湖州赟通、海通创新因自身资金需求，计划自本公告披露 之日起 15 个交易日后的 3 个月内，通过集中竞价交易方式和大宗交易方式 减持其所持有的公司股份数量合计不超过 3,247,939 股，其中拟通过大宗交 易方式减持所持公司股份数量不超过 2,047,939 股，占公司总股本的比例不 超过 1.71%，且在任意连续 90 个自然日内，减持的股份总数不超过公司股 份总 ...

Group 1 - The company, Sanxin Co., Ltd. (688691.SH), announced that shareholders Liaoning Zhongde, Huzhou Yuntong, and Haitong Innovation plan to reduce their holdings due to personal funding needs [1] - The planned share reductions are as follows: Liaoning Zhongde intends to reduce up to 1.96%, Huzhou Yuntong up to 0.37%, and Haitong Innovation up to 0.38% of the company's shares [1] - The reduction period is set to begin 15 trading days after the announcement and will last for three months [1]

Group 1 - The core transaction involved 132,000 shares of Canxin Co., with a total transaction value of 19.309 million yuan, accounting for 1.01% of the total trading volume on that day [1] - The transaction price was 146.28 yuan, which represents a 1.5% discount compared to the market closing price of 148.51 yuan [1] Group 2 - The transaction occurred on October 16, 2025, and was executed through institutional trading [2] - The total transaction amount for the shares was 1,243.38 million yuan for one part and 687.52 million yuan for another, indicating significant institutional interest [2]

Core Points - The Sci-Tech Innovation Board (STAR Market) index rose by 1.40%, closing at 1430.00 points, with a total trading volume of 4.307 billion shares and a turnover of 208.487 billion yuan [1] - Among the tradable stocks on the STAR Market, 469 stocks closed higher, with 7 stocks increasing by over 10% and 39 stocks rising between 5% and 10% [1] - The highest turnover rate was recorded by CanSemi Technology at 22.50%, despite a closing drop of 0.30% [1][3] - In terms of sector performance, the electronics sector had the most stocks with a turnover rate exceeding 5%, totaling 29 stocks [2] Trading Activity - The average turnover rate for the STAR Market was 2.27%, with 111 stocks closing lower [1] - A total of 29 stocks with high turnover rates experienced net inflows of main funds, with Dongxin Technology, Jinpan Technology, and Aters receiving the highest net inflows of 264 million yuan, 258 million yuan, and 140 million yuan respectively [2] - Conversely, West Superconductor, Huicheng Technology, and Jucheng Technology saw the largest net outflows, amounting to 328 million yuan, 246 million yuan, and 140 million yuan respectively [2] Stock Performance - Notable performers included Jinpan Technology, which surged by 20.00%, and Mingde Medical, which rose by 12.00% [1] - The stocks with the highest turnover rates included CanSemi Technology, Guangda Special Materials, and Haocen Software, with turnover rates of 22.50%, 17.15%, and 15.64% respectively [1][3] - Stocks with significant declines included Guangda Special Materials, which fell by 9.95%, and Jingsong Intelligent, which dropped by 6.21% [1]

Market Overview - The Sci-Tech Innovation Board (STAR Market) index fell by 4.26%, closing at 1410.30 points, with a total trading volume of 5.619 billion shares and a turnover of 283.55 billion yuan, resulting in an average turnover rate of 2.96% [1] - Among the tradable stocks on the STAR Market, 80 stocks closed higher, with 3 stocks increasing by 5% to 10%, while 504 stocks closed lower, with 8 stocks declining by over 10% [1] Trading Activity - The highest turnover rate was recorded by Canxin Semiconductor at 26.34%, closing down 0.07%, with a trading volume of 2.838 billion yuan. Other notable stocks included Xianfeng Precision Technology with a turnover rate of 23.55% and a decline of 9.94%, and Xingfu Electronics with a turnover rate of 17.58% and a decline of 7.60% [1][3] - In terms of turnover rates, 2 stocks had rates exceeding 20%, 18 stocks had rates between 10% and 20%, and 105 stocks had rates between 5% and 10% [1] Sector Performance - The electronics sector had the highest number of stocks with turnover rates exceeding 5%, totaling 54 stocks, followed by the power equipment and computer sectors with 19 and 16 stocks, respectively [2] - Among high turnover stocks, 46 experienced net inflows of main funds, with the highest inflows seen in Guodun Quantum, Xibu Superconductor, and Sainuo Medical, with net inflows of 280 million yuan, 219 million yuan, and 202 million yuan, respectively [2] Leverage Fund Movements - A total of 72 stocks with high turnover received net purchases from leveraged funds, with notable increases in financing balances for Huahong Semiconductor, Yandong Micro, and Xibu Superconductor, which saw increases of 1.035 billion yuan, 444 million yuan, and 428 million yuan, respectively [2]

Core Insights - On October 13, 2023, the Shanghai-Hong Kong Stock Connect saw its dedicated seats appear in 12 stocks on the Dragon and Tiger List, indicating significant trading activity in these stocks [1][2] Group 1: Net Buying Stocks - Yongding Co., Ltd. (600105) had a net buying amount of 192.85 million yuan, with a daily increase of 9.99% and a turnover rate of 21.97% [2] - Yuguang Gold Lead Co., Ltd. (600531) recorded a net buying of 110.17 million yuan, with a daily increase of 10.04% and a turnover rate of 10.14% [2] - CanSemi Technology Co., Ltd. (688691) saw a net buying of 22.59 million yuan, with a daily increase of 19.80% and a turnover rate of 25.89% [2] - Lu Wei Optoelectronics (688401) had a net buying of 20.60 million yuan, with a daily increase of 20.00% and a turnover rate of 10.53% [2] - Huahong Semiconductor (688347) experienced a net buying of 17.72 million yuan, with a daily increase of 20.00% and a turnover rate of 15.00% [2] - Hainan Huatie (603300) had a net buying of 8.43 million yuan, with a daily increase of 3.95% and a turnover rate of 23.09% [2] - Meiyan Qixiang (600868) recorded a net buying of 5.24 million yuan, with a daily increase of 10.18% and a turnover rate of 15.08% [2] Group 2: Net Selling Stocks - Baiyin Nonferrous Metals Co., Ltd. (601212) had a net selling amount of 114.10 million yuan, with a daily increase of 10.04% and a turnover rate of 8.36% [2] - Zhend Medical (603301) recorded a net selling of 32.68 million yuan, with a daily increase of 7.05% and a turnover rate of 6.24% [2] - Dazhong Public Utilities (600635) had a net selling of 32.53 million yuan, with no change in daily price and a turnover rate of 22.74% [2] - Yangyuan Beverage (603156) experienced a net selling of 22.42 million yuan, with a daily decrease of 9.21% and a turnover rate of 2.44% [2] - Baotailong (601011) recorded a net selling of 3.50 million yuan, with a daily increase of 10.09% and a turnover rate of 2.35% [2]

Core Insights - On October 13, 2023, Zhaoxin Co., Ltd. (688691) closed at 144.00 CNY, marking a 19.80% increase with a trading volume of 2.447 billion CNY and a turnover rate of 25.89% [1][2] - The stock was listed on the daily trading list due to its closing price increase of 15% [1] - The net inflow of main funds for the stock was 65.9472 million CNY for the day [2] Trading Activity - The top five trading departments accounted for a total transaction of 1.142 billion CNY, with a net buying amount of 141 million CNY [1] - Among the top five buying departments, three were institutional special seats, with buying amounts of 226.3894 million CNY, 115.4579 million CNY, and 65.2069 million CNY respectively [1] - The Shanghai-Hong Kong Stock Connect was the second-largest buying department with a buying amount of 185.3977 million CNY [1] - The top selling departments included two institutional special seats, with selling amounts of 110.8374 million CNY and 92.7329 million CNY respectively [1] - The Shanghai-Hong Kong Stock Connect was the largest selling department with a selling amount of 162.8127 million CNY [1][2]

Summary of Key Points Core Viewpoint - On October 13, a total of 19 stocks from the STAR Market experienced block trading, with a cumulative transaction amount of 746 million yuan, indicating active trading in the sector [1]. Group 1: Trading Activity - There were 48 block trades executed, with a total trading volume of 19.45 million shares [1]. - The stock with the highest transaction amount was Zhongwei Company, which had 8 block trades totaling 1.32 million shares and a transaction amount of 357 million yuan [1]. - Other notable stocks in terms of transaction amounts included Canxin Co. and JinkoSolar, with block trading amounts of 70.68 million yuan and 56.50 million yuan, respectively [1]. Group 2: Price Performance - The STAR 50 Index rose by 1.40% on the same day, with 289 stocks (49.15%) in the STAR Market experiencing price increases [1]. - The average increase for stocks involved in block trading was 3.98%, with Canxin Co., Ligong Navigation, and Fuchuang Precision leading the gains at 19.80%, 18.82%, and 13.50%, respectively [1]. - Conversely, stocks such as Stone Technology, Guosheng Zhike, and JinkoSolar saw declines of 5.20%, 2.06%, and 1.42% [1]. Group 3: Institutional Participation - Among the block trades, 17 transactions involved institutional buyers or sellers, covering 7 stocks [2]. - The leading stocks for institutional buying were Zhongwei Company, Canxin Co., and JinkoSolar, with purchase amounts of 354 million yuan, 70.68 million yuan, and 56.50 million yuan, respectively [2]. - The stocks with the highest net inflow of funds included Fuchuang Precision, Canxin Co., and Bawei Storage, with net inflows of 136 million yuan, 65.95 million yuan, and 29.12 million yuan, respectively [2].

Core Viewpoint - On October 13, the Shanghai Composite Index fell by 0.19%, the Shenzhen Component Index decreased by 0.93%, and the ChiNext Index dropped by 1.11%. Notably, China Rare Earth (000831.SZ) saw a significant net inflow of 267 million yuan, while Ganfeng Lithium (002460.SZ) experienced a net outflow of 165 million yuan [1][4]. Group 1: Stock Performance - China Rare Earth recorded a closing price increase of 10.01% with a turnover rate of 11.02% and a net buying amount of 267 million yuan, accounting for 3.92% of the total trading volume [2][6]. - Ganfeng Lithium closed up by 9.1% with a turnover rate of 11.37%, but faced a net selling amount of 165 million yuan, representing 1.87% of the total trading volume [4][6]. Group 2: Institutional Activity - A total of 36 stocks appeared on the trading leaderboard, with institutions participating in 22 stocks, resulting in a net buying amount of 359 million yuan [6][12]. - The stock with the highest institutional net buying was Canxin Co., Ltd. (688691.SH), which closed up by 19.8% and had a turnover rate of 25.89% [7][8]. Group 3: Northbound Capital - Northbound capital participated in 25 stocks, with a total net buying amount of 871 million yuan. The highest net buying was in Yongding Co., Ltd. (600105.SH) at 193 million yuan, which accounted for 3.93% of the total trading volume [12][15]. - The stock with the highest net selling by northbound capital was Baiyin Nonferrous Metals (601212.SH), with a net outflow of 114 million yuan, despite closing up by 10.04% [12][15].

Group 1: Institutional Trading Insights - On the day, 42 stocks were listed on the institutional trading leaderboard, with 26 stocks seeing net purchases and 16 stocks experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were: Duofuduo (337 million), Canxin Co. (203 million), and Wangzi New Materials (139 million) [1] Group 2: Stock Performance - Duofuduo's stock increased by 9.98% with 2 buyers and 2 sellers [2] - Canxin Co. saw a significant rise of 19.80% with 3 buyers and 2 sellers [2] - Wangzi New Materials also rose by 9.98% with 3 buyers and 1 seller [2] Group 3: Rare Earth Industry Developments - Baotou Steel announced an adjustment to the associated transaction price for rare earth concentrate to 26,205 yuan/ton (excluding tax) for Q4 2025 [3] - Northern Rare Earth also announced the same price adjustment, reflecting a 37.13% increase compared to the previous period; the company expects a net profit of 1.5 to 1.57 billion yuan for the first three quarters of the year, marking a year-on-year increase of 272.54% to 287.34% [3] Group 4: Semiconductor Industry Insights - The semiconductor industry is seeing a growing demand for precision components, which are critical for the growth of downstream industries [5] - The annual output value of semiconductor components reaches hundreds of millions of dollars, driving exponential growth in various industry segments [5] - The upcoming Bay Chip Exhibition in Shenzhen is expected to showcase significant advancements in semiconductor equipment, with companies like New Kai Lai presenting innovative products [5]