Focus Events - President Trump announced he will reveal the nomination for the next Federal Reserve Chair next week, criticizing current Chair Powell for not lowering interest rates [1] Oil Market - WTI crude oil prices surged by 5% to $66.3 per barrel, while Brent crude rose by 4.25% to $70.23 per barrel [2][4] Company Updates - Guizhou Moutai's stock price increased by 8.61%, with investor Duan Yongping stating he did not purchase shares on that day but had exchanged some shares of China Shenhua for Moutai earlier [3] - Sichuan Gold expects a net profit of 420 million to 480 million yuan for 2025, representing a year-on-year increase of 69.23% to 93.40% due to higher sales volume and rising gold prices [16] - Hanwei Technology forecasts a net profit of 125 million to 175 million yuan for 2025, indicating a growth of 63.01% to 128.22% [17] - Transsion Holdings anticipates a revenue of approximately 65.568 billion yuan for 2025, a decrease of about 4.58%, with a net profit drop of 54.11% due to rising supply chain costs [17] - Jiangfeng Electronics plans to acquire control of Kaide Quartz for cash, leading to a temporary suspension of its stock [19] - Aote Xun expects a net loss of 63.6 million to 72.1 million yuan for 2025, with potential delisting risks due to negative financial indicators [20] - Mu Xi Co. plans to use up to 200 million yuan of raised funds to provide loans to its wholly-owned subsidiary for a new GPU project [21] Industry Dynamics - The State Council issued a plan to accelerate the cultivation of new growth points in service consumption, focusing on various sectors including transportation and online services [9] - The Ministry of Industry and Information Technology held a meeting to address the "anti-involution" issue in the photovoltaic industry, emphasizing the need for coordinated governance and market regulation [12] - China aims to expand its "space+" future industries, focusing on commercial space applications and infrastructure development [11] - New regulations were issued to support wind power projects, encouraging development in less ecologically sensitive areas [14]

Group 1 - The company held its 21st meeting of the first board of directors on January 28, 2026, with all 9 directors present, and the meeting was legally convened and valid [2][3] - The board approved several resolutions, including the addition of a new implementation entity and location for a fundraising project, and the use of raised funds to provide loans to a wholly-owned subsidiary [3][4][5] Group 2 - The company announced the addition of its wholly-owned subsidiary, Nanjing Muxi, as an implementation entity for the "New High-Performance General GPU R&D and Industrialization Project," with Nanjing, Jiangsu Province, as the new implementation location [8][10] - The total amount of funds raised from the initial public offering was RMB 419,686.60 million, with a net amount of RMB 389,931.10 million after deducting issuance costs [8][9][16] Group 3 - The company plans to use up to RMB 20,000 million of the raised funds to provide interest-free loans to Nanjing Muxi for the implementation of the GPU project, with the loan terms allowing for flexible repayment [16][18] - The board's resolutions were supported by the audit committee and the sponsor, Huatai United Securities, confirming compliance with relevant regulations and no adverse impact on shareholder interests [12][13][21]

Core Viewpoint - The company plans to use a total of up to 200 million yuan in raised funds to provide loans to its wholly-owned subsidiary, Nanjing Muxi Integrated Circuit Co., Ltd., for the implementation of the fundraising project "Research and Industrialization of New High-Performance General-Purpose GPU" [1] Group 1 - The total amount of funds to be raised is not to exceed 200 million yuan [1] - The funds will be directed towards the subsidiary Nanjing Muxi for a specific project [1] - The project focuses on the research and industrialization of new high-performance general-purpose GPUs [1]

Core Viewpoint - The company plans to use a total of up to 200 million yuan in raised funds to provide loans to its wholly-owned subsidiary, Nanjing Muxi Integrated Circuit Co., Ltd., for the implementation of the fundraising project "Research and Industrialization of New High-Performance General-Purpose GPU" [1] Group 1 - The total amount of funds to be raised is not to exceed 200 million yuan [1] - The funds will be directed towards the subsidiary Nanjing Muxi for a specific project [1] - The project focuses on the research and industrialization of new high-performance general-purpose GPUs [1]

Major Announcements - China Gold announced that its stock trading shows signs of market sentiment overheating, which may lead to a risk of short-term declines after significant price increases. The company's P/E ratio is 55.63, significantly higher than the industry median of 28.60 [1] - Zhaojin Mining stated that the prices of its gold and gold concentrate products are highly influenced by fluctuations in gold prices, which could significantly impact its operating performance if gold prices experience large swings [2] - Silver (Core Stock) Nonferrous reported that the revenue from its gold and silver products constitutes a low proportion of total operating income, with gold product sales accounting for 18.67% and silver product sales for 4.54% of total revenue [3] Company-Specific Risks - Hunan Silver (Core Stock) indicated that it has a relatively low amount of proven metal resources compared to industry peers, which poses a resource reserve risk. The company also faces risks from silver price fluctuations and has a low gross margin of 6.54% compared to mining companies [4] - TianShun Wind Energy decided to implement a long-term shutdown of six wholly-owned subsidiaries due to increasing market competition, aiming to optimize resource allocation and focus on core businesses like offshore wind power [5] - Qidi Environment expects a negative net asset value by the end of 2025, which may lead to a risk warning for its stock trading if the audited net assets are confirmed to be negative [6] Performance Forecasts - BlueFocus anticipates a net profit of 1.8 billion to 2.2 billion yuan for 2025, benefiting from growth in overseas business and improved credit management [12] - Shengyi Technology expects a net profit of 3.25 billion to 3.45 billion yuan for 2025, representing a year-on-year increase of 87% to 98% due to rising sales of copper-clad laminates [13] - Sichuan Gold forecasts a net profit of 420 million to 480 million yuan for 2025, up 69.23% to 93.4% year-on-year, driven by increased sales volume and rising gold prices [14] - Dongfang Communication predicts a net profit of approximately 360 million yuan for 2025, a year-on-year increase of about 138.5%, primarily due to significant investment gains from the disposal of financial assets [15] Other Notable Announcements - Yunnan Copper confirmed that its production and operations are normal, with no undisclosed significant matters, despite its stock experiencing a 20% price fluctuation [9] - Liou Co. reported that its operations are normal, with no undisclosed significant matters, and its stock has also seen a significant price fluctuation [10] - Guosheng Securities expects a net profit of 210 million to 280 million yuan for 2025, reflecting a year-on-year increase of 25.44% to 67.25% due to robust business development [29]

(本文来自第一财经) 沐曦股份公告称，为推进募集资金投资项目实施，公司拟使用募集资金总额不超过2亿元向全资子公司 沐曦集成电路（南京）有限公司提供借款，用于实施募投项目"新型高性能通用GPU研发及产业化项 目"。该事项已经公司董事会审议通过，无需提交股东会审议。董事会审计委员会和保荐人对此事均表 示同意和无异议。 ...

核查意见 华泰联合证券有限责任公司 关于沐曦集成电路（上海）股份有限公司 使用募集资金向全资子公司提供借款以实施募投项目 的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券""保荐机构"或"保 荐人"）作为沐曦集成电路（上海）股份有限公司（以下简称"沐曦股份"或"公 司"）首次公开发行股票并在科创板上市持续督导阶段的保荐机构，根据《证券 发行上市保荐业务管理办法》《科创板上市公司持续监管办法（试行）》《上海证 券交易所科创板股票上市规则》《上海证券交易所科创板上市公司自律监管指引 第 1 号——规范运作》等有关规定，对沐曦股份使用募集资金向全资子公司提供 借款以实施募投项目事项进行审慎核查，具体核查情况如下： 一、保荐人进行的核查工作 华泰联合证券保荐代表人查阅了使用募集资金向全资子公司提供借款以实 施募投项目事项的信息披露文件、相关董事会决议、董事会审计委员会意见，以 及各项业务和管理规章制度和相关支撑性资料，对使用募集资金向全资子公司提 供借款以实施募投项目的合理性、必要性、合规性进行了核查。 二、使用募集资金向全资子公司提供借款以实施募投项目事项的基本情况 （一）募集资金基本情况 1 核查意见 ...

关于沐曦集成电路（上海）股份有限公司 部分募集资金投资项目新增实施主体及实施地点 核查意见 华泰联合证券有限责任公司 的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券""保荐机构"或"保 荐人"）作为沐曦集成电路（上海）股份有限公司（以下简称"沐曦股份"或"公 司"）首次公开发行股票并在科创板上市持续督导阶段的保荐机构，根据《证券 发行上市保荐业务管理办法》《科创板上市公司持续监管办法（试行）》《上海证 券交易所科创板股票上市规则》《上海证券交易所科创板上市公司自律监管指引 第 1 号——规范运作》等有关规定，对沐曦股份部分募集资金投资项目新增实施 主体及实施地点的事项进行审慎核查，具体核查情况如下： 一、保荐人进行的核查工作 华泰联合证券保荐代表人查阅了部分募集资金投资项目新增实施主体及实 施地点的事项的信息披露文件、相关董事会决议、董事会审计委员会意见，以及 各项业务和管理规章制度和相关支撑性资料，对部分募集资金投资项目新增实施 主体及实施地点的合理性、必要性、合规性进行了核查。 二、部分募集资金投资项目新增实施主体及实施地点事项的基本情况 （一）募集资金基本情况 沐曦股份首次公开发行股票（以 ...

证券代码：688802 证券简称：沐曦股份 公告编号：2026-009 沐曦集成电路（上海）股份有限公司 关于使用募集资金向全资子公司提供借款 以实施募投项目的公告 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。 沐曦集成电路（上海）股份有限公司（以下简称"公司"）于 2026 年 1 月 28 日召开第一届董事会第二十一次会议，审议通过了《关于使用募集资金向全 资子公司提供借款以实施募投项目的议案》，为顺利推进募集资金投资项目（以 下简称"募投项目"）实施，同意公司使用募集资金总额不超过 20,000 万元向全 资子公司沐曦集成电路（南京）有限公司（以下简称"南京沐曦"）提供借款以 实施募投项目"新型高性能通用 GPU 研发及产业化项目"。董事会审计委员会对 本事项发表了明确同意的意见，保荐人华泰联合证券有限责任公司（以下简称"保 荐人""华泰联合证券"）对本事项出具了明确无异议的核查意见，上述事项无需 提交股东会审议。现将相关内容公告如下： 一、募集资金基本情况 二、募集资金投资项目情况 根据《沐曦集成电路（上海）股份有限 ...