Core Viewpoint - The announcement by China Securities Index Co., Ltd. regarding the periodic adjustment of the CSI 500 index samples highlights the inclusion of Chengdu Huami, reflecting the capital market's recognition of the company's technological strength and growth potential in the high-performance integrated circuit sector [1][7]. Group 1: Index Adjustments - The CSI 500 index will see the replacement of 50 sample stocks, with the new samples effective after market close on December 12, 2025 [1][2]. - The CSI 500 index serves as a benchmark for mid-cap growth stocks, filling the gap between large-cap and small-cap stocks, and includes companies ranked 301-800 by market capitalization [4][3]. Group 2: Chengdu Huami's Position - Chengdu Huami has established itself as a leader in integrated circuit design, particularly in analog and mixed-signal circuits, with a complete product line and significant technological advantages [4][5]. - The company has achieved international advanced levels in several products, including a 4-channel 12-bit 40G high-precision RF direct sampling ADC chip, breaking foreign monopolies [4][5]. Group 3: Market and Growth Potential - Chengdu Huami's strategic partnerships and expansion into emerging fields such as renewable energy and artificial intelligence computing position the company for strong growth, with a robust order book [5][6]. - The company emphasizes collaboration with upstream and downstream partners to build a secure and reliable domestic chip supply chain, enhancing its industry influence [5][6]. Group 4: ESG Commitment - Chengdu Huami actively practices ESG principles, focusing on developing low-power, high-efficiency green chip products and implementing green manufacturing practices [6][6]. - The company has received multiple awards for its ESG performance, indicating growing attention from responsible investors [6][6]. Group 5: Future Outlook - The inclusion in the CSI 500 index is expected to attract more passive and active fund investments, enhancing stock liquidity and market performance [7][7]. - With ongoing advancements in core technology and market applications, Chengdu Huami is poised to benefit from the domestic semiconductor industry's growth and the digital economy's expansion [7][7].

Core Insights - Chengdu Huamei has received positive market feedback for its newly launched products, including the 40G RF direct sampling ADC and heterogeneous PSoC chips, which are recognized for their leading performance metrics and comprehensive in-house technology [1] Product Performance - The new products are widely applied in critical fields such as electronics, communications, control, and measurement, meeting downstream demands for high integration, low power consumption, and low latency [1] - Customers have reported outstanding performance in signal processing speed, stability, and compatibility, with some products already replacing foreign counterparts in specific scenarios, particularly in complex environments [1] Orders and Delivery - The company has made significant progress in promoting new products, with the 8-bit 64G ultra-high-speed ADC already supplying small batches to multiple users [1] - The 4-channel 12-bit 40GSPS ADC has completed customer validation and received intention orders, while PSoC architecture products have also entered small batch supply [1] - TSN-related products are currently in the trial phase with specialized industry clients [1]

Group 1 - Chengdu Huamei's stock price has declined for five consecutive days, with a total drop of 10.62% during this period, currently trading at 37.19 CNY per share and a market capitalization of 23.684 billion CNY [1] - The company specializes in integrated circuit research, design, testing, and sales, with its main business revenue composition being 50.03% from digital integrated circuits, 43.20% from analog integrated circuits, 3.98% from other products, 2.70% from technical services, and 0.08% from other sources [1] Group 2 - The largest circulating shareholder of Chengdu Huamei is the Jiashi Fund, which reduced its holdings in the Jiashi SSE STAR Chip ETF (588200) by 199,700 shares, now holding 4.3281 million shares, representing 1.99% of circulating shares [2] - The Jiashi SSE STAR Chip ETF has a total scale of 40.404 billion CNY, with a year-to-date return of 54.51% and a one-year return of 56.13% [2] Group 3 - The fund manager of Jiashi SSE STAR Chip ETF is Tian Guangyuan, who has been in the position for 4 years and 258 days, with the fund's total asset scale at 75.812 billion CNY [3]

证券代码：688709 证券简称：成都华微 公告编号：2025-044 成都华微电子科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 12 月 04 日（星期四）11:00-12:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 三、参加人员 董事兼总经理：王策先生 总会计师：刘永生先生 董事会秘书：李春妍女士 投资者可于 2025 年 11 月 27 日（星期四）至 12 月 03 日（星期三）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 investors@csmsc.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。 成都华微电子科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地 ...

北京市中伦律师事务所 关于成都华微电子科技股份有限公司 2025 年第二次临时股东会的 法律意见书 $$=\mathbf{O}-\exists A\oplus\leftarrow\neg A$$ 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金山 • 阿拉木图 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Almaty 北京市中伦律师事务所 关于成都华微电子科技股份有限公司 2025 年第二次临时股东会的 法律意见书 致：成都华微电子科技股份有限公司 北京市中伦律师事务所（以下简称"本所"）接受成都华微电子科技股份有 限公司（以下简称"公司"）委托，指派本所律师列席公司 202 ...

（二） 股东会召开的地点：成都华微电子科技股份有限公司 214 会议室（四川 省成都市双流区双江路二段 688 号 7 栋 2 楼） （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： 证券代码：688709 证券简称：成都华微 公告编号：2025-043 成都华微电子科技股份有限公司 2025年第二次临时股东会决议公告 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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 11 月 18 日 | 1、出席会议的股东和代理人人数 | 150 | | --- | --- | | 普通股股东人数 | 150 | | 2、出席会议的股东所持有的表决权数量 | 499,713,651 | | 普通股股东所持有表决权数量 | 499,713,651 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 78.4668 | | 例（%） | | | 普通股股东所持有表决权数 ...

Core Viewpoint - Chengdu Huamei (688709.SH) announced a share reduction plan by its shareholders due to personal funding needs, which will be executed through centralized bidding or block trading within specified timeframes [1] Summary by Categories Shareholder Reduction Plans - Huamei Zhongzhi plans to reduce up to 6,172,005 shares, accounting for 0.9692% of the total share capital, within three months after 15 trading days from the announcement date [1] - Huamei Zhanfei intends to reduce up to 4,130,308 shares, representing 0.6486% of the total share capital, within three months after three trading days from the announcement date [1] - Huamei Tongchuang aims to reduce up to 4,126,762 shares, which is 0.6480% of the total share capital, within three months after three trading days from the announcement date [1] - Huamei Gongrong plans to reduce up to 3,769,031 shares, making up 0.5918% of the total share capital, within three months after three trading days from the announcement date [1] Trading Methodology - The share reductions will be conducted through centralized bidding or block trading, with the reduction price determined by the market price at the time of execution [1]

Core Viewpoint - Chengdu Huawi (688709.SH) announced that its shareholders plan to reduce their holdings due to personal funding needs, with a total reduction of up to 2.8576% of the company's shares [1] Summary by Categories Shareholder Actions - Shareholders Huawi Zhongzhi, Huawi Zhanfei, Huawi Tongchuang, and Huawi Gongrong have issued a notice regarding their share reduction plan [1] - The reduction is planned to occur within 15 trading days from the announcement or within three months after three trading days from the announcement [1] Reduction Details - The total shares to be reduced by the shareholders amount to no more than 2.8576% of the company's total shares [1] - The reduction will be executed through centralized bidding or block trading methods [1]

Core Viewpoint - Chengdu Huawi (688709.SH) announced that its shareholders plan to reduce their holdings due to personal funding needs, with a total reduction of up to 2.8576% of the company's shares [1] Shareholder Reduction Plan - The shareholders involved in the reduction plan include Huawi Zhongzhi, Huawi Zhanfei, Huawi Tongchuang, and Huawi Gongrong [1] - The reduction is planned to occur within 15 trading days from the announcement date or within three months after three trading days [1] - The shares will be reduced through centralized bidding or block trading methods [1]

成都华微电子科技股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 截至本公告披露日，成都华微电子科技股份有限公司（以下简称"公司"） 的股东成都华微众志共创企业管理中心（有限合伙）（以下简称"华微众志"）持 有公司股份 48,776,536 股，占公司总股本的 7.6591%；股东成都华微展飞伙伴 企业管理中心（有限合伙）（以下简称"华微展飞"）持有公司股份 15,635,708 股，占公司总股本的 2.4552%；股东成都华微同创共享企业管理中心（有限合伙） （以下简称"华微同创"）持有公司股份 12,850,171 股，占公司总股本的 2.0178%； 股东成都华微共融众创企业管理中心（有限合伙）（以下简称"华微共融"）持有 公司股份 9,974,703 股，占公司总股本的 1.5663%。 减持计划的主要内容 证券代码：688709 证券简称：成都华微 公告编号：2025-042 公司于近日收到股东华微众志、华微展飞、华微同创、华微共融 ...