C摩尔为今年以来募资金额最多的科创板公司，首发募集资金达80.00亿元，募资主要投向摩尔线程新一 代自主可控AI训推一体芯片研发项目，摩尔线程新一代自主可控图形芯片研发项目，摩尔线程新一代 自主可控AISoC芯片研发项目等；其次是西安奕材，募资金额为46.36亿元，募资主要用于西安奕斯伟 硅产业基地二期项目，使用部分募集资金进行现金管理等。募资金额较多的还有沐曦股份、禾元生物、 屹唐股份等，分别募资41.97亿元、25.99亿元、24.97亿元。 | 代码 | 简称 | 发行日期 | 发行价（元） | 发行市盈率（倍） | 募集资金（亿元） | | --- | --- | --- | --- | --- | --- | | 688795 | C摩尔 | 2025.11.24 | 114.28 | | 80.00 | | 688783 | 西安奕材 | 2025.10.16 | 8.62 | | 46.36 | | 688802 | 沐曦股份 | 2025.12.05 | 104.66 | | 41.97 | | 688765 | 禾元生物 | 2025.10.14 | 29.06 | | 25.99 | | ...

Policy - The Ministry of Industry and Information Technology (MIIT) is implementing an action plan for "chain-network collaboration" in industrial internet and key industrial chains, aiming to create suitable industrial internet solutions [1] - Five departments, including the National Development and Reform Commission, have issued opinions to strengthen the construction of data element disciplines and digital talent teams, promoting the integration of technological and industrial innovation in the data field [1] Investment and Financing - Zhejiang province aims to build foundational projects for computing power data models, targeting a computing scale of 200 EFlops by 2026, with a funding support of around 5 billion yuan for artificial intelligence initiatives [2] - Shandong Youbot Intelligent Robot Co., Ltd. completed nearly 100 million yuan in Series A financing to develop new generation bionic robots [6] - Zhejiang Xingyao Semiconductor Co., Ltd. raised over 100 million yuan in Series C financing to expand its production capacity and R&D for RF filter chips [7] - Wuxi Shangji Semiconductor Technology Co., Ltd. completed over 300 million yuan in Pre-IPO financing to accelerate R&D in semiconductor equipment [8] - AI chip company Qingwei Intelligent raised over 2 billion yuan in Series C financing, with plans for an IPO [12] Market Developments - The Civil Aviation Administration of China aims for widespread integration of artificial intelligence in civil aviation by 2030, enhancing safety and operational efficiency [4] - Beijing is strengthening the integration of "AI + government services" to improve digital governance and service delivery [3] - The stock of Moer Thread debuted on the STAR Market, achieving a significant increase of 425.46% on its first day, making it the most profitable new stock since the full registration system was implemented [12]

西安奕斯伟材料科技股份有限公司 2025 年第二次临时股东会会议资料 西安奕斯伟材料科技股份有限公司 2025 年第二次临时股东会会议资料 2025 年 12 月 1 / 17 西安奕斯伟材料科技股份有限公司 2025 年第二次临时股东会会议资料 目 录 | 2025 年第二次临时股东会会议须知 3 | | | --- | --- | | 2025 年第二次临时股东会会议议程 5 | | | 2025 年第二次临时股东会会议议案 7 | | | 议案一：关于审议修订《公司章程》及制定、修订公司部分治理制度的议案 | . 7 | | 议案二：关于审议取消监事会、废止《监事会议事规则》的议案 | 9 | | 议案三：关于审议 2026 年度日常关联交易预计额度的议案 | 10 | | 议案四：关于审议《奕斯伟武汉硅材料基地项目投资合作协议》的议案 | 14 | | 议案五：关于审议对外新设子公司的议案 | 16 | 2 / 17 西安奕斯伟材料科技股份有限公司 2025 年第二次临时股东会会议资料 西安奕斯伟材料科技股份有限公司 2025 年第二次临时股东会会议须知 1、自然人股东应持本人身份证、股东账户卡或其他 ...

Core Insights - Two new stocks were issued today: Angrui Micro issued 24.88 million shares at a price of 83.06 yuan, raising 2.067 billion yuan; Muxi Co. issued 40.10 million shares at a price of 104.66 yuan, raising 4.197 billion yuan [1] Summary by Category New Stock Issuance - A total of 99 companies have completed initial public offerings (IPOs) this year, raising a cumulative amount of 118.014 billion yuan, with an average fundraising of 1.192 billion yuan per company [1] - Among these, 27 companies raised over 1 billion yuan, with 1 company exceeding 10 billion yuan, while 34 companies raised between 500 million and 1 billion yuan, and 38 companies raised less than 500 million yuan [1] Fundraising by Market Segment - In the Shanghai main board, 21 new stocks were issued, raising 41.405 billion yuan; in the Shenzhen main board, 12 new stocks raised 14.597 billion yuan; the ChiNext board saw 28 new stocks raising 22.030 billion yuan; the Sci-Tech Innovation Board had 15 new stocks raising 33.277 billion yuan; and the Beijing Stock Exchange had 23 new stocks raising 6.705 billion yuan [1] Top Fundraising Companies - Huadian New Energy is the top fundraising company this year, raising 18.171 billion yuan primarily for wind and solar power projects, as well as working capital [2] - N-More follows with 8 billion yuan raised for the development of next-generation AI chips and graphics chips [2] - Other notable companies include Xi'an Yicai, C China Uranium, and Muxi Co., raising 4.636 billion yuan, 4.440 billion yuan, and 4.197 billion yuan respectively [2] Average Issuance Price - The average issuance price of new stocks this year is 23.15 yuan, with 7 companies issuing at prices above 50 yuan, and 2 companies exceeding 100 yuan [2] - N-More has the highest issuance price at 114.28 yuan, followed by Muxi Co. at 104.66 yuan and Tianyouwei at 93.50 yuan [2] Geographic Distribution - New stock issuances are primarily concentrated in Jiangsu, Guangdong, and Zhejiang, with 24, 18, and 14 companies respectively [2] - The top fundraising regions are Fujian, Beijing, and Guangdong, with total fundraising amounts of 21.413 billion yuan, 19.908 billion yuan, and 16.977 billion yuan respectively [2]

Group 1 - Xi'an Yicai plans to invest approximately 12.5 billion yuan in the Wuhan silicon material base project, focusing on producing silicon monocrystalline polished wafers and epitaxial wafers for advanced integrated circuits [1] - CATL has repurchased 15.99 million A-shares for a total expenditure of approximately 4.386 billion yuan, representing 0.36% of its total A-share capital [1][2] - Tianpu Co. has completed a stock suspension review after a 451.8% increase in stock price from August 22 to November 27, and its shares will resume trading [2] Group 2 - Jiangbolong plans to raise no more than 3.7 billion yuan through a private placement for high-end memory research and development projects [4] - Ashi Chuang intends to raise no more than 900 million yuan for semiconductor material projects and to supplement working capital [5] - Aike Co. plans to acquire 100% equity of Dongguan Qixiang for 2.2 billion yuan, focusing on products applicable in new energy battery and storage fields [6] Group 3 - Xiangyuan Cultural Tourism's subsidiary intends to acquire 100% equity of Jinxiu Lianhua Mountain for approximately 345 million yuan, which operates a national AAAA-level tourist attraction [7] - Zhongding Co. plans to issue convertible bonds totaling no more than 2.5 billion yuan for various projects including smart robots and new energy vehicle systems [9] - Jingtou Development intends to acquire 45% equity of Shanghai Lishi and related debts, aiming for full ownership of the company [10] Group 4 - Luoyang Molybdenum's subsidiary plans to invest 500 million yuan in a fund focusing on technology, healthcare, and consumer goods [11] - Transsion Holdings has submitted an application for H-share listing on the Hong Kong Stock Exchange [12] - ST Zhiyun's controlling shareholder is set to change, with a new entity gaining control over 18.61% of voting rights [13] Group 5 - Chongqing Construction's second-largest shareholder plans to transfer 12.95% of state-owned shares to other state-owned entities [14] - Longpan Technology's subsidiary signed a long-term procurement agreement to supply 106,800 tons of lithium iron phosphate materials, with a total contract value estimated between 4.5 billion to 5.5 billion yuan [15] - Junting Hotel's controlling shareholder will change to Hubei Cultural Tourism Group, with shares resuming trading [16] Group 6 - Hefei Guotou will become the controlling shareholder of Chuanan Technology after a private placement to raise no more than 1.419 billion yuan for various projects [18] - Xianglu Tungsten's shareholder plans to reduce holdings by up to 1.6 million shares, representing 0.49% of total shares [20] - Ankai Micro plans to acquire 85.79% of Siche Technology for 326 million yuan, focusing on AIoT chip design [20]

Core Viewpoint - Xi'an Yisi has signed an investment cooperation agreement with Wuhan Optics Valley Semiconductor Industry Investment Co., Ltd. to establish a silicon material base project in Wuhan, with a total investment of approximately 12.5 billion yuan [2][5]. Project Overview - The project will focus on the production of 12-inch silicon single crystal polished wafers and epitaxial wafers, which are essential for advanced integrated circuit processes, applicable in logic chips, flash memory chips, dynamic random-access memory chips, image sensors, and display driver chips [2][4]. - The planned production capacity is 500,000 wafers per month, covering an area of approximately 310 acres [3][4]. Financial Structure - The total investment is approximately 12.5 billion yuan, with 8.5 billion yuan as equity and the remaining 4 billion yuan to be financed through bank loans [2][5]. - Xi'an Yisi commits to contribute 7 billion yuan in capital, while the other party will contribute 1.5 billion yuan [5][8]. Strategic Importance - The project is strategically located in Wuhan, a key area for the national storage chip industry, which will help Xi'an Yisi serve clients in Central China and extend its reach to the Yangtze River Delta and Pearl River Delta regions [3][4]. - This expansion is expected to enhance the company's domestic leadership position and improve its international competitiveness [3][8]. Company Performance - Xi'an Yisi recently went public on the Sci-Tech Innovation Board, raising 4.636 billion yuan, with a current market capitalization of 96 billion yuan [11]. - The company reported revenues of 1.055 billion yuan, 1.474 billion yuan, and 2.121 billion yuan for 2022, 2023, and 2024 respectively, with net losses of 533 million yuan, 683 million yuan, and 738 million yuan for the same years [9].

Core Viewpoint - Xi'an Yicai (688783) is expanding its production capacity by investing in a new silicon material base project in Wuhan, with a total investment of approximately 12.5 billion yuan [1][2]. Group 1: Investment and Project Details - The project in Wuhan will focus on producing 12-inch silicon single crystal polished wafers and epitaxial wafers, with a planned capacity of 500,000 pieces per month [1]. - The total investment for the Wuhan project is about 12.5 billion yuan, with 8.5 billion yuan as capital and the remaining 4 billion yuan to be financed through bank loans [1]. - Upon completion, Xi'an Yicai will have a total production capacity of approximately 1.7 million pieces per month [1]. Group 2: Strategic Importance - The Wuhan region is a key area for the national storage chip industry, and the project will help Xi'an Yicai serve customers in Central China while also reaching clients in the Yangtze River Delta and Pearl River Delta regions [1]. - This strategic move is expected to strengthen the company's leading position in the domestic market and enhance its international competitiveness [1]. Group 3: Partnership and Equity Structure - The partnership with Wuhan Optics Valley Semiconductor Industry Investment Co., established in May 2023, will result in Xi'an Yicai holding 82.35% and Wuhan Optics Valley holding 17.65% of the project company after the capital is fully invested [2]. - The collaboration aims to leverage the expertise of both parties in the semiconductor field [2]. Group 4: Additional Investment Plans - Xi'an Yicai announced another investment plan to establish a limited partnership for an intelligent innovation center project with a total investment of 1 billion yuan, where Xi'an Yicai will contribute 100 million yuan [2]. - The project aims to build a smart computing platform to enhance the efficiency and yield of the manufacturing process [3].

Core Viewpoint - Xi'an Yichai (688783) is expanding its production capacity by investing in a new silicon material base project in Wuhan, which will enhance its position in the semiconductor industry and improve its competitiveness globally [2][3]. Group 1: Investment and Production Capacity - Xi'an Yichai signed an agreement with Wuhan Optics Valley Semiconductor Industry Investment Co., Ltd. to invest approximately 12.5 billion yuan in the Wuhan silicon material base project, focusing on producing 12-inch silicon single crystal polished wafers and epitaxial wafers [2]. - The planned production capacity for the new project is 500,000 wafers per month, which will increase Xi'an Yichai's total capacity to approximately 1.7 million wafers per month [2]. - The investment structure will result in Xi'an Yichai holding 82.35% of the project company, while Wuhan Optics Valley Semiconductor Investment will hold 17.65% after the completion of the capital injection [3]. Group 2: Strategic Importance and Market Position - The project is strategically located in Wuhan, a key area for the national storage chip industry, allowing Xi'an Yichai to better serve customers in Central China and extend its reach to the Yangtze River Delta and Pearl River Delta regions [2]. - The investment is expected to strengthen Xi'an Yichai's leading position in the domestic market and enhance its international competitiveness [2]. Group 3: Additional Investment Plans - In addition to the Wuhan project, Xi'an Yichai announced plans to establish a limited partnership with Xi'an High-tech Financial Holding Group and Xi'an Caijin Investment Private Fund Management to implement an intelligent innovation center project with a total investment of 1 billion yuan [3]. - The intelligent innovation center project aims to develop a smart computing platform and promote the intelligent transformation of the upstream and downstream ecosystem partners, enhancing product yield, efficiency, and profitability [3].

Core Viewpoint - Xi'an Yichai (688783.SH) has signed an investment cooperation agreement with Wuhan Optics Valley Semiconductor Industry Investment Co., Ltd. to establish a silicon material base project in Wuhan, focusing on the production of 12-inch silicon single crystal polished wafers and epitaxial wafers for advanced integrated circuit processes [1] Investment and Financials - The total investment for the project is approximately 12.5 billion yuan, with 8.5 billion yuan as capital and the remaining 4 billion yuan to be financed through bank loans [1] - The planned production capacity for the project is 500,000 wafers per month, contributing to a total capacity of over 1.7 million wafers per month for the company after completion [1] Strategic Importance - This collaboration is a significant step in expanding the company's existing capacity and aligns with its strategic planning [1] - The project aims to enhance the company's position as a leading player in the domestic market, providing services to clients in Central China and extending reach to the Yangtze River Delta and Pearl River Delta regions [1] - The initiative is expected to improve the company's scale effects and enhance returns for investors [1]

格隆汇12月2日丨西安奕材(688783.SH)公布，本次现金管理使用额度不超过人民币70,000万元（含本 数），投资产品的期限不超过12个月，在前述额度范围内，资金可以在董事会审议通过之日起12个月内 循环使用。 ...