Group 1 - Company Hongwei Technology (SH 688711) announced on October 9 that as of September 30, 2025, it has repurchased approximately 1.31 million shares, accounting for 0.6163% of the total share capital of about 213 million shares [1] - The highest purchase price for the repurchased shares was 26.53 yuan per share, while the lowest was 13 yuan per share, with a total expenditure of approximately 23.02 million yuan [1]

| 证券代码：688711 | 证券简称：宏微科技 | 公告编号：2025-076 | | --- | --- | --- | | 转债代码：118040 | 债券简称：宏微转债 | | 江苏宏微科技股份有限公司 可转债转股结果暨股份变动公告 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。 累计转股情况：截至 2025 年 9 月 30 日，"宏微转债"累计有人民币 36,000 元已转换为江苏宏微科技股份有限公司（以下简称"公司"）股票，转股数量为 1,200 股，占"宏微转债"转股前公司已发行股份总额的 0.00079%。 未转股可转债情况：截至 2025 年 9 月 30 日，"宏微转债"尚未转股的可 转债金额为 429,964,000 元，占"宏微转债"发行总量的 99.99163%。 本季度转股情况："宏微转债"自 2024 年 1 月 31 日开始转股。自 2025 年 7 月 1 日至 2025 年 9 月 30 日期间，"宏微转债"共有人民币 14,000 元已转换为 公司股票，转股数量为 490 股，占" ...

江苏宏微科技股份有限公司 一、回购股份的基本情况 2024 年 12 月 4 日，江苏宏微科技股份有限公司（以下简称"公司"）召开第 五届董事会第五次会议，审议通过了《关于第二期以集中竞价交易方式回购公司 股份方案的议案》，同意公司使用自有资金和股票回购专项贷款以集中竞价交易方 式回购公司股份。本次回购资金总额不低于人民币 2,500 万元（含），不超过人民 币 5,000 万元（含）。回购的股份将在未来适宜时机用于股权激励或员工持股计划， 或用于转换上市公司发行的可转换为股票的公司债券，回购价格不超过人民币 30.12 元/股（含）。回购期限为自董事会审议通过回购股份方案之日起不超过 12 个 月。具体内容详见公司于 2024 年 12 月 6 日在上海证券交易所网站（www.sse.com.cn） 披露的《江苏宏微科技股份有限公司关于第二期以集中竞价交易方式回购公司股 份方案的公告》（公告编号：2024-090）。 二、回购股份的进展情况 | 证券代码：688711 | 证券简称：宏微科技 公告编号：2025-075 | | --- | --- | | 转债代码：118040 | 债券简称：宏微转债 | ...

Core Viewpoint - The company, Hongwei Technology (688711.SH), emphasizes its role in providing core components for efficient energy conversion and management, specifically through its IGBT and SiC modules, which are crucial for applications in controlled nuclear fusion heating power sources and pulse power systems [1] Product and Application - The existing high-voltage products include large current IGBT and SiC module products that can be used in parallel, targeting applications in controlled nuclear fusion and pulse power systems [1] - The company has established partnerships with leading domestic nuclear fusion device manufacturers and several power supply manufacturers to accelerate the application of its high-voltage modules in background magnetic field power sources and energy recovery power systems [1] Market Opportunity - Controlled nuclear fusion is identified as the ultimate energy direction for the future, and the company aims to expedite the implementation of semiconductor switches in nuclear fusion devices to seize future market opportunities [1]

Core Insights - The company showcased its layout in GaN and SiC fields at the 2025 PCIM Asia exhibition, focusing on providing efficient power supply solutions for AI data centers [1] - The company launched multiple products, including IGBT+SiC hybrid modules for various power levels in data centers and a new 650V GaN product tailored for AI server demands [1] - The company plans to continue introducing new SiC and GaN products compatible with NVIDIA's 800V HVDC architecture, aligning with the rapid growth of the global power semiconductor market [1] - The company is committed to driving energy efficiency improvements and development in the AIDC industry through technological innovation [1]

Core Viewpoint - The A-share market is witnessing strong performance in controllable nuclear fusion concept stocks, driven by the announcement of a new high-temperature superconducting fusion device named "Circulation No. 4" to be built in Shanghai by the national team in nuclear fusion [1] Group 1: Stock Performance - Hezhong Intelligent has reached the daily limit increase [1] - Changfu Co., Ltd. has increased by over 9% [1] - Jintian Co., Ltd. has increased by over 7% [1] - Gaolan Co., Ltd. has increased by over 6% [1] - Xuguang Electronics, Lianchuang Optoelectronics, and Hongwei Technology have all increased by over 5% [1] - Baili Electric, Western Superconducting, Tianli Composite, Aikesibo, and Antai Technology have all increased by over 4% [1]

（文章来源：证券日报） 证券日报网讯 9月18日晚间，宏微科技发布公告称，公司于2025年7月25日召开第五届董事会第十二次 会议、2025年8月12日召开2025年第一次临时股东大会，审议通过了《关于取消监事会、调整董事会成 员、变更注册资本、修订并办理工商变更登记的议案》。近日，公司已完成工商变更登记手续及章程备 案手续，并取得常州市政务服务管理办公室换发的《营业执照》。 ...

| 证券代码：688711 | 证券简称：宏微科技 公告编号：2025-074 | | --- | --- | | 转债代码：118040 | 债券简称：宏微转债 | 关于公司完成工商变更登记并换发营业执照的公告 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。 江苏宏微科技股份有限公司（以下简称"公司"）于2025年7月25日召开第 五届董事会第十二次会议、2025年8月12日召开2025年第一次临时股东大会，审 议通过了《关于取消监事会、调整董事会成员、变更注册资本、修订<公司章程> 并办理工商变更登记的议案》。具体内容详见公司2025年7月26日、8月13日分别 披露于上海证券交易所网站（www.sse.com.cn）的《江苏宏微科技股份有限公司 关于取消监事会、调整董事会成员、变更注册资本、修订<公司章程>并办理工 商变更登记及制定、修订、废止部分公司治理制度的公告》（公告编号：2025-047）、 《江苏宏微科技股份有限公司2025年第一次临时股东大会决议公告》（公告编号： 2025-064）。 近日，公司已完成工 ...

Core Insights - Macro Micro Technology experienced a slight decline of 0.35% on September 15, with a trading volume of 243 million yuan [1] - The company reported a financing net buy of -1.43 million yuan on the same day, indicating a higher level of financing repayment compared to new purchases [1] - As of September 15, the total margin balance for Macro Micro Technology reached 380 million yuan, accounting for 6.30% of its market capitalization, which is above the 90th percentile of the past year [1] Financing and Margin Data - On September 15, the financing buy amount was 22.69 million yuan, while the financing balance stood at 380 million yuan [1] - The company’s margin trading showed a repayment of 9,041 shares and a sell amount of 1,000 shares, with a selling value of 28,300 yuan [1] - The current margin balance of 514,800 yuan exceeds the 70th percentile of the past year, indicating a relatively high level of short selling activity [1] Business Performance - As of June 30, the number of shareholders for Macro Micro Technology increased by 6.16% to 10,900, while the average circulating shares per person decreased by 5.81% to 19,494 shares [2] - For the first half of 2025, the company achieved a revenue of 680 million yuan, reflecting a year-on-year growth of 6.86%, and a net profit attributable to shareholders of 2.98 million yuan, up 18.45% year-on-year [2] Dividend Information - Since its A-share listing, Macro Micro Technology has distributed a total of 42.49 million yuan in dividends, with 22.50 million yuan distributed over the past three years [3]

Group 1 - The stock price of Hongwei Technology (688711) closed at 28.36 yuan as of September 12, 2025, up 6.98% from last week's 26.51 yuan [1] - The highest intraday price reached 29.96 yuan on September 11, 2025, while the lowest was 25.71 yuan on September 8, 2025 [1] - The current total market capitalization of Hongwei Technology is 6.122 billion yuan, ranking 132 out of 163 in the semiconductor sector and 2830 out of 5153 in the A-share market [1] Group 2 - According to the semi-annual report for 2025, the company achieved revenue of 680.2743 million yuan, a year-on-year increase of 6.86% [2][3] - The non-recurring net profit was -183.9 thousand yuan, and the net cash flow from operating activities was -660.2 thousand yuan [2][3] - Research and development expenditure accounted for 8.61% of revenue, with ongoing projects progressing smoothly [2][3]