Core Viewpoint - Shenzhen Mingwei Electronics Co., Ltd. is undergoing a share reduction through a price inquiry transfer, aiming to optimize its shareholder structure and introduce potential strategic investors while addressing its own funding needs [5][6][23]. Group 1: Shareholding Changes - The information disclosure obligor, Shenzhen Mingwei Technology Co., Ltd., reduced its shareholding by 6,228,432 shares, accounting for 5.66% of the total share capital [10][24]. - Prior to the transfer, the combined shareholding of Wang Lekang and Mingwei Technology was 57,864,677 shares, representing 52.57% of the total share capital [7][9]. - After the transfer, their combined shareholding decreased to 51,636,245 shares, or 46.91% of the total share capital [9][24]. Group 2: Transfer Details - The transfer price was set at 30.69 yuan per share, with a total of 6,228,432 shares being transferred [23][28]. - The transfer was conducted through an inquiry process, with 172 institutional investors receiving the subscription invitation, resulting in 24 valid bids [26][27]. - The inquiry transfer process was confirmed to comply with relevant laws and regulations, ensuring fairness and transparency [30]. Group 3: Future Plans - The information disclosure obligor has no other plans for share increases or decreases within the next 12 months, aside from the completed reduction [6][10]. - The purpose of the share reduction is to optimize the shareholder structure and meet funding needs, while not affecting the control of the company [5][23]. Group 4: Upcoming Events - The company will participate in a collective performance briefing for the semiconductor design industry on September 8, 2025, to discuss its half-year results and address investor inquiries [17][18].

Core Insights - The A-share semiconductor sector has shown strong upward momentum, with the Wind Semiconductor Select Index rising over 6% on August 27, driven by robust earnings reports from key companies [1] - Cambricon Technologies (688256.SH) reported a significant revenue increase of 4347.82% year-on-year, reaching 2.881 billion yuan, and turned a profit of 1.038 billion yuan, surpassing expectations [1][4] - A total of 86 semiconductor companies have disclosed their half-year financial results, with 54 reporting year-on-year profit growth, indicating a mild recovery in the semiconductor industry, albeit with notable structural differences [1][5] Financial Performance - Sixteen companies achieved profit growth exceeding 100%, with some exceeding 1000%. For instance, Taiji Technology (300046.SZ) reported a profit increase of 3789.4% [4] - Silan Microelectronics (600460.SH) and Jingrui Materials (300655.SZ) also reported profit growth exceeding 1000%, indicating a strong recovery in their respective sectors [4] - Overall, 76 semiconductor companies reported a total profit of 8.87 billion yuan, down from 9.71 billion yuan in the same period last year, suggesting a trend of "mild recovery" [6][8] Market Trends - The semiconductor industry is experiencing a structural recovery, particularly in high-performance storage chips, automotive electronics, and industrial control chips, while the consumer market is recovering at a slower pace [6][9] - Companies like Jingrui Materials and Yangjie Technology (300373.SZ) reported significant profit growth due to increased demand in automotive electronics and AI applications [6][10] - The demand for automotive electronics is notably rising, with companies like Jingfang Technology (603005.SH) benefiting from the growth in the automotive smart chip market [10] Structural Opportunities - Despite the overall positive trends, some companies are lagging, with nine firms reporting profit declines exceeding 100%, indicating internal disparities within the industry [8] - Companies such as Mingwei Electronics (688699.SH) and Deep Kangjia (000016.SZ) cited intensified competition in the consumer electronics sector as a reason for their poor performance [8][9] - The semiconductor industry is witnessing a structural opportunity, particularly in network communication, storage, industrial chips, and automotive chips, aligning with the performance of various industry segments [10][11]

证券代码：688699 证券简称：明微电子 深圳市明微电子股份有限公司 公司住所：深圳市南山区粤海街道高新区社区沙河西路1801号国实大厦20A 通讯地址：深圳市南山区粤海街道高新区社区沙河西路1801号国实大厦20A 信息披露义务人的一致行动人：王乐康 住所及通讯地址：广东省深圳市****** 股份变动性质：股份减持（询价转让） 简式权益变动报告书 上市公司名称：深圳市明微电子股份有限公司 股票上市地点：上海证券交易所 股票简称：明微电子 股票代码：688699 信息披露义务人：深圳市明微技术有限公司 签署日期：2025年8月27日 1 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》《上市公司 收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权 益变动报告书》等相关法律、法规及规范性文件编制。 二、信息披露义务人及其一致行动人签署本报告书已获得必要的授权和批 准，其履行亦不违反信息披露义务人章程或内部规则中的任何条款，或与之冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行 证券的公司信息披露内容与格式准则第 15 号——权益变动 ...

证券代码：688699 证券简称：明微电子 公告编号：2025-026 深圳市明微电子股份有限公司 股东询价转让结果报告书暨持股 5%以上股东 权益变动触及 5%整数倍的提示性公告 股东深圳市明微技术有限公司保证向深圳市明微电子股份有限公司提供的信息 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： 本次权益变动后，深圳市明微技术有限公司（以下简称"明微技术"）及其一 致行动人持股比例由52.57%减少至46.91%。 本次询价转让的价格为30.69元/股，转让的股票数量为6,228,432股。 深圳市明微电子股份有限公司（以下简称"公司"、"明微电子"）实际控 制人不参与本次询价转让。 本次转让不会导致公司控股股东、实际控制人发生变化。 注：如按剔除截至本公告披露日的回购股份数后的公司总股本计算，持股比例为 42.01%。 本次询价转让的出让方明微技术持有公司股份比例超过 5%，为公司的控股股 东，为公司实际控制人、董事长王乐康控制的企业；公司部分董事、监事及高级管 理人员通过 ...

Core Viewpoint - Shenzhen Mingwei Electronics Co., Ltd. (the "Company") announced a significant equity change where its major shareholder, Shenzhen Mingwei Technology Co., Ltd. ("Mingwei Technology"), reduced its shareholding from 52.57% to 46.91% through a block transfer of shares [1][2][3] Group 1: Shareholder Transfer Details - Mingwei Technology transferred 6,228,432 shares, representing 5.66% of the total share capital of the Company, at a price of 30.69 CNY per share [3][6] - After the transfer, Mingwei Technology and its concerted action parties will hold a total of 51,636,245 shares, which is 46.91% of the total share capital [4][6] - The transfer does not lead to a change in the control of the Company, as the actual controller, Wang Lekang, did not participate in this transfer [3][6] Group 2: Transfer Process and Results - The transfer process involved an inquiry to 172 institutional investors, including 47 fund management companies and 36 securities companies, with 24 valid bids received during the specified time [6] - The final transfer price was determined based on the average trading price of the Company's shares over the previous 20 trading days, ensuring compliance with market regulations [6] - The transfer was conducted under the supervision of CITIC Securities, which confirmed that the process adhered to fair and just principles in line with regulatory requirements [6]

Core Viewpoint - Shenzhen Mingwei Electronics Co., Ltd. is undergoing a share reduction by its controlling shareholder, Mingwei Technology, through a block trade, aiming to optimize the shareholder structure and introduce potential strategic investors while addressing its own funding needs [5][7]. Group 1: Shareholding Changes - Mingwei Technology has reduced its shareholding by 6,228,432 shares, representing 5.66% of the total share capital of Mingwei Electronics [5][7]. - After the reduction, Mingwei Technology holds 38,714,069 shares, which is 35.17% of the total shares, while Wang Lekang retains 12,922,176 shares, maintaining an 11.74% stake [11]. Group 2: Purpose of Share Reduction - The purpose of this share reduction is to optimize the shareholder structure and attract potential strategic investors, while also addressing the funding needs of Mingwei Technology [5]. Group 3: Compliance and Disclosure - The report complies with the relevant laws and regulations, including the Securities Law of the People's Republic of China and the Management Measures for the Acquisition of Listed Companies [2][4]. - The information disclosure obligations have been fulfilled, and there are no other undisclosed significant matters related to this share reduction [8].

Core Viewpoint - Mingwei Electronics announced a share reduction of 6.2284 million shares, representing 5.66% of the total share capital, to optimize the shareholder structure and attract potential strategic investors while meeting funding needs [1] Group 1: Shareholding Changes - After the reduction, Mingwei Technology and Wang Lekang hold a total of 51.6362 million shares, accounting for 46.91% of the total share capital [1] - The share reduction was executed through a pricing inquiry transfer method [1] Group 2: Compliance and Future Plans - The information disclosing parties and their concerted actions have not traded company shares in the past six months, and their holdings are free from pledges, seizures, or freezes [1] - Any future plans for increasing or decreasing shareholdings within the next 12 months will comply with relevant laws and regulations, with timely information disclosure [1]

中信建投证券股份有限公司 关于深圳市明微电子股份有限公司 股东向特定机构投资者询价转让股份的核查报告 上海证券交易所： 中信建投证券股份有限公司（以下简称"中信建投证券"或"组织券商"） 受委托担任深圳市明微技术有限公司（以下简称"出让方"）以向特定机构投 资者询价转让（以下简称"询价转让"）方式减持所持有的深圳市明微电子股 份有限公司（以下简称"公司"或"明微电子"）首次公开发行前已发行股份 的组织券商。 （一）本次询价转让出让方 截至 2025 年 8 月 21 日，出让方所持首发前股份的数量、占公司总股本比 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 | 深圳市明微技术有限公司 | 44,755,200 | 40.66% | （二）本次询价转让数量 本次拟询价转让股数上限为 6,228,432 股，受让方获配后，本次询价转让情 况如下： | 转让股东名称 | 转让股份数量 | 占总股本 | 占所持股份 | 转让股份来源 | | --- | --- | --- | --- | --- | | | （股） | ...

证券代码：688699 证券简称：明微电子 公告编号：2025-027 深圳市明微电子股份有限公司 关于参加 2025 年半年度科创板芯片设计行业 集体业绩说明会的公告 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： 会议召开时间：2025 年 09 月 08 日(星期一)15:00-17:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 09 月 01 日(星期一)至 09 月 05 日(星期五)16:00 前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 Ir@chinaasic.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 深圳市明微电子股份有限公司（以下简称"公司"）已于 2025 年 8 月 20 日发布公司 2025 年半年度报告 ...

Group 1 - The preliminary transfer price for the shares is set at 30.69 yuan per share based on the inquiry conducted on August 22, 2025 [1] - A total of 15 institutional investors participated in the inquiry, including fund management companies, securities firms, qualified foreign institutional investors, and private fund managers, with a total effective subscription of 12,958,000 shares, resulting in a subscription multiple of 2.08 times [1] - The total number of shares to be transferred is 6,228,432 shares, fully subscribed by 11 institutional investors [1]