公司于2025年9月2日在上海证券交易所网站（http://www.sse.com.cn）披 露的《成都华微电子科技股份有限公司关于自愿披露发布4通道12位40G高速高 精度射频直采ADC芯片的公告》（公告编号：2025-029）中相关产品仅向部分客 户进行送样并已有意向订单，尚未实现规模化销售，存在市场需求不确定性、客 户验证失败等风险。公司尚无法预测新产品对公司当前及未来经营业绩的影响。 敬请广大投资者理性投资，注意投资风险。 证券代码：688709 证券简称：成都华微 公告编号：2025-030 成都华微电子科技股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证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： 成都华微电子科技股份有限公司（以下简称"公司"）股票连续三个交易 日（2025年9月1日、2025年9月2日、2025年9月3日）收盘价格涨幅偏离值累计超 过30%，根据《上海证券交易所交易规则》《上海证券交易所科创板股票异常交 易实时监控细则》的有关规定，属于股票交易异常波动情况。 经公司自查并向控股股东、实际 ...

Core Viewpoint - Chengdu Huami (688709) announced on September 3 that its 4-channel 12-bit 40G high-precision RF direct sampling ADC chip products have only been sampled to select customers and have received intention orders, but have not yet achieved large-scale sales, indicating uncertainty in market demand and risks of customer validation failure [1] Group 1 - The company has issued a notice regarding abnormal stock trading fluctuations [1] - The new products have not yet been commercially scaled, leading to uncertainty in their impact on current and future operating performance [1] - The company is unable to predict the effect of the new products on its financial results [1]

Core Viewpoint - Chengdu Huamei (688709.SH) announced that its stock price has deviated significantly, with a cumulative increase of over 30% in the last three trading days, indicating abnormal trading fluctuations [1] Group 1: Stock Performance - The company's stock price has shown a significant increase, with a cumulative rise exceeding 30% over three consecutive trading days, which is classified as an abnormal trading fluctuation [1] Group 2: Product Announcement - On September 2, 2025, the company disclosed information regarding a new product, a 4-channel 12-bit 40G high-speed high-precision RF direct sampling ADC chip, which has only been sampled to select customers and has received some intention orders [1] - The company has not yet achieved large-scale sales of the new product, indicating uncertainty in market demand and potential risks such as customer validation failures [1] Group 3: Future Outlook - The company is currently unable to predict the impact of the new product on its current and future operating performance [1]

公告称，公司于2025年9月2日披露的《成都华微电子科技股份有限公司关于自愿披露发布4通道12位 40G高速高精度射频直采ADC芯片的公告》中相关产品仅向部分客户进行送样并已有意向订单，尚未实 现规模化销售，存在市场需求不确定性、客户验证失败等风险。公司尚无法预测新产品对公司当前及未 来经营业绩的影响。 智通财经APP讯，成都华微(688709.SH)公告，公司股票连续三个交易日收盘价格涨幅偏离值累计超过 30%，属于股票交易异常波动情况。 ...

Market Performance - The Sci-Tech Innovation Board (STAR Market) index fell by 1.64%, closing at 1306.48 points, with a total trading volume of 5.041 billion shares and a turnover of 235.696 billion yuan, resulting in an average turnover rate of 2.70% [1] - Among the tradable stocks on the STAR Market, 146 stocks closed higher, with 9 stocks rising over 10% and 14 stocks rising between 5% and 10%. Conversely, 440 stocks closed lower, with 6 stocks declining over 10% [1] Stock Turnover Rates - The distribution of turnover rates shows that 27 stocks had turnover rates between 10% and 20%, 95 stocks between 5% and 10%, 137 stocks between 3% and 5%, 277 stocks between 1% and 3%, and 53 stocks had turnover rates below 1% [1] - The stock with the highest turnover rate was Ying Shi Innovation, which closed down by 2.26% with a turnover rate of 18.84% and a transaction amount of 2.047 billion yuan. Following it was Sainuo Medical, which closed up by 12.67% with a turnover rate of 18.03% and a transaction amount of 2.570 billion yuan [1] Sector Analysis - Among stocks with a turnover rate exceeding 5%, the electronics sector had the most stocks, with 45 stocks listed. The power equipment and computer sectors followed with 15 and 14 stocks, respectively [2] - In terms of capital flow, 47 stocks with high turnover rates saw net inflows from main funds, with the highest net inflows recorded for Yuanjie Technology, Sainuo Medical, and Artis, amounting to 292 million yuan, 205 million yuan, and 148 million yuan, respectively [2] Leverage Fund Movements - A total of 77 stocks with high turnover rates recently received net purchases from leveraged funds. Notably, Baiji Shenzhou, Huahong Company, and Shangwei New Materials saw significant increases in financing balances of 673 million yuan, 451 million yuan, and 322 million yuan, respectively [2]

Market Overview - The semiconductor sector experienced a decline of 1.67% on September 3, with Youyan New Materials leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Top Gainers in Semiconductor Sector - Chengdu Huami (688709) saw a significant increase of 14.97%, closing at 56.90 with a trading volume of 380,200 shares and a transaction value of 2.077 billion [1] - Yuanjie Technology (688498) rose by 13.01%, closing at 397.80 with a transaction value of 2.786 billion [1] - Dongwei Semiconductor (688261) increased by 12.28%, closing at 92.18 [1] Top Losers in Semiconductor Sector - Youyan New Materials (600206) fell by 7.82%, closing at 21.91 with a trading volume of 850,100 shares and a transaction value of 1.940 billion [2] - Hanwujing (688256) decreased by 5.07%, closing at 1405.00 with a transaction value of 19.901 billion [2] - Tai Lingwei (688591) dropped by 5.01%, closing at 54.00 [2] Capital Flow Analysis - The semiconductor sector experienced a net outflow of 6.014 billion from institutional investors, while retail investors saw a net inflow of 5.583 billion [2][3] - Major stocks like Tongfu Microelectronics (002156) had a net outflow of 4.02 billion from institutional investors, while retail investors had a net inflow of 2.61 billion [3] Summary of Capital Flows for Selected Stocks - Yuanjie Technology (688498) had a net inflow of 2.99 billion from retail investors, but a net outflow of 2.92 billion from institutional investors [3] - Zhi Chun Technology (603690) saw a net inflow of 2.65 billion from institutional investors, while retail investors had a net outflow of 1.82 billion [3] - Chengdu Huami (688709) had a net inflow of 95.296 million from institutional investors, with retail investors experiencing a net outflow of 15.9334 million [3]

成都华微涨10.02%，报54.45元/股，股价再创新高，总市值突破346.76亿元，成交额达8.25亿元。（第 一财经AI快讯） ...

Market Overview - The semiconductor industry chain has rebounded significantly, with stocks like Chengdu Huamei hitting a 20% limit up and Zhichun Technology (603690) also reaching a limit up [3] - The A-share market showed mixed results, with the ChiNext Index rising over 1.8%, while the Shanghai Composite Index fell by 0.96% and the Shenzhen Component Index dropped by 0.63% [1] Semiconductor Sector - According to the World Semiconductor Trade Statistics (WSTS), the global semiconductor market is projected to reach $346 billion in the first half of 2025, representing a year-on-year growth of 18.9% [5] - WSTS has also raised its forecast for the entire semiconductor market in 2025 to $728 billion, indicating a year-on-year growth of 15.4% [5] Energy Storage and Lithium Battery Sector - Yiwei Lithium Energy (300014) saw its stock price rise over 14% after the unveiling of its solid-state battery production base in Chengdu, which is expected to produce nearly 500,000 battery cells annually once fully operational [6] - The "Longquan No. 2" solid-state battery, with an energy density of 300Wh/kg, is aimed at high-end applications such as humanoid robots and low-altitude aircraft [6] - The energy storage and lithium battery sectors have shown strong performance, with stocks like Haibo Technology rising over 13% and other companies like Shangneng Electric (300827) and Sunshine Power (300274) also experiencing gains [6][7] Competitive Landscape - Zhongyuan Securities (601375) noted that policies are being implemented to address "involution" competition in the industry, which is expected to enhance the global competitiveness of China's new energy vehicle and lithium battery sectors [8] Company Performance - Major companies in the semiconductor sector, such as Zhichun Technology, Jingzhida, and Xiangfeng Technology, have shown significant stock price increases, with Zhichun Technology rising by 9.99% and Jingzhida by 5.38% [4] - In the energy storage sector, Yiwei Lithium Energy's market capitalization reached approximately 129.74 billion yuan after its stock price rose to 63.42 yuan per share [6][7] Market Adjustments - Cambrian Technology experienced a drop of over 7% due to adjustments in the weight of its stock in the STAR 50 Index, which will decrease from approximately 15% to 10% [9]

Group 1: ETF Performance - The Sci-tech Chip ETF had a turnover rate of 5.96% during the trading session, with a transaction volume of 2.188 billion yuan [1] - Over the past week, the average daily transaction volume of the Sci-tech Chip ETF reached 5.417 billion yuan, ranking first among comparable funds [1] - The ETF's scale increased by 2.746 billion yuan in the past week, marking significant growth and leading among comparable funds [1] - The number of shares for the Sci-tech Chip ETF grew by 723 million shares in the past week, indicating substantial growth [1] - In the last five trading days, the ETF attracted a total of 965 million yuan in inflows [1] - As of September 2, 2025, the net value of the Sci-tech Chip ETF has increased by 84.69% over the past two years, ranking 32nd out of 2279 index equity funds, placing it in the top 1.40% [1] - The highest monthly return since inception was 35.07%, with the longest consecutive monthly gains being four months and the longest cumulative gain being 36.01% [1] - The average monthly return during the rising months was 9.53% [1] Group 2: Market Drivers - Recent positive developments in the Sci-tech chip sector include Alibaba's reaffirmation of a 380 billion yuan investment plan for AI and cloud infrastructure over the next three years [2] - CITIC Securities estimates that this investment could drive an increase of hundreds of billions in domestic computing power and semiconductor sectors [2] - Assuming an average annual investment of 130 billion yuan, with 70% allocated to IT hardware, this corresponds to approximately 91 billion yuan [2] - Based on the Bill of Materials (BoM) for hardware, 70% of the computing chips would equate to around 65 billion yuan [2] - Industry analysts suggest that the Sci-tech chip sector may benefit from three main factors: a 42-fold year-on-year increase in net profit for leading stocks in Q1, the acceleration of domestic production due to safety incidents involving overseas chip giants, and a shift of domestic cloud providers towards self-developed chips [2] Group 3: Top Holdings - The top ten weighted stocks in the Sci-tech Chip Index include Cambricon, Haiguang Information, SMIC, and others, collectively accounting for 62.02% of the index [1]

Core Viewpoint - The semiconductor stocks in the A-share market have shown strong performance, with several companies experiencing significant price increases and notable year-to-date gains [1][2]. Group 1: Stock Performance - Chengdu Huami (688709) reached a 20% increase, with a total market capitalization of 37.8 billion and a year-to-date gain of 92.45% [2]. - Source Technology (688498) saw a rise of 16.48%, with a market cap of 35.2 billion and a year-to-date increase of 205.89% [2]. - Dongxin Co. (688110) increased by 13.54%, with a market value of 59.3 billion and a year-to-date gain of 438.07% [2]. - Zhichun Technology (603690) rose by 9.99%, with a market cap of 11.8 billion and a year-to-date increase of 22.55% [2]. - Changguang Huaxin (688048) experienced an 8.18% increase, with a market cap of 14.5 billion and a year-to-date gain of 111.62% [2]. - Other notable performers include Minxin Co. (688286) with a 6.46% increase, Tianyue Advanced (688234) with a 6% rise, and Tongfu Microelectronics (002156) with a 5.92% increase [1][2]. Group 2: Market Capitalization and Year-to-Date Gains - The total market capitalization of the top semiconductor stocks reflects strong investor interest, with Chengdu Huami leading at 37.8 billion and Source Technology at 35.2 billion [2]. - Year-to-date performance highlights significant growth, particularly for Dongxin Co. with a staggering 438.07% increase, indicating robust market dynamics in the semiconductor sector [2].