1、闻泰科技发布官方声明，公司注意到安世荷兰于11月27日致安世中国领导层的公开信，该信中存在大量混淆视听的不实指控和虚假信息，并进一 步反映了安世荷兰推卸责任、回避问题，缺乏妥善解决此次事件的诚意；闻泰科技郑重敦促安世荷兰立即停止歪曲事实、混淆视听、误导大众的行 为，摒弃沉默与回避，正视核心问题。随后， 安世中国亦发布郑重声明称，本次供应链混乱及相关争议的根本责任在荷方，安世荷兰应正视其不当 行为引发的后果；安世中国要求安世荷兰主动与相关方就控制权这一关键议题展开真诚磋商，停止海外扩产、恢复正常供应。 2、 万科债持续剧烈波动， 周五，"23万科01"收盘跌超58%，"22万科06"、"22万科04"均跌超四成，"21万科06"则涨超47%， 盘中有4只万科债券因跌幅较 大而临时停牌。 H股万科企业涨1.68%，股价盘中创出历史新低3.5港元；万科A跌1.65%，股价续创逾11年新低。 1、国家发改委主任郑栅洁主持召开民营企业座谈会，就"十五五"时期服务业高质量发展听取意见建议。 郑栅洁表示，"十五五"时期，我国服务业 发展空间和潜力巨大，希望企业进一步做强主业、做精专业，积极扩大有效投资，提高服务供给水平 ...

Core Viewpoint - SMIC announced the termination of the asset purchase agreement, indicating challenges in reaching consensus among the parties involved [1] Group 1 - On November 28, 2025, the parties involved signed a termination agreement for the asset purchase agreement [1] - Following the termination, SMIC Holdings retains a 14.832% stake in SMIC Ningbo [1] - The parties had been actively working towards the transaction since its announcement, but were unable to reach an agreement within the expected timeframe [1]

11月28日晚间上市公司公告精选： 【热点】 贵州茅台：选举陈华为公司第四届董事会董事长。 天风证券：因涉嫌信息披露违法违规、违法提供融资被中国证监会立案。 永泰能源：实控人王广西因非本公司事项收到中国证监会立案告知书。 海德股份：证监会决定对公司及实控人王广西进行立案调查。 【增减持】 神奇制药：控股股东之一致行动人拟减持公司不超3%股份。 中国巨石：振石集团拟5.5亿元—11亿元增持公司股份。 吉宏股份：控股股东及其一致行动人拟合计减持不超2.93%公司股份。 数据港：股东宁波锐鑫拟减持不超3%公司股份。 德迈仕：将回购股份价格上限调升至45元/股。 【合同中标】 许继电气：中标15.18亿元国家电网采购项目。 中国西电：子公司合计中标国家电网约29.8亿元采购项目。 超卓航科：实控人将变更为湖北省国资委，股票12月1日起复牌。 中芯国际：终止出售中芯宁波股权。 巨力索具：控股股东拟协议转让5%公司股份。 康众医疗：两股东拟询价转让合计4.65%公司股份。 长安汽车：拟参与设立长安机器人公司，旨在打造标志性"具身智能"创新产品和解决方案。 中储股份：子公司拟投资建设三江港项目，预计总投资11.29亿元。 ...

Core Viewpoint - The acquisition of 94.366% stake in Zhongxin Ningbo by Guokaiwei has been terminated due to the inability to reach an agreement within the expected timeframe, but this will not significantly impact the financial status of either party [1][2]. Group 1: Company Overview - Guokaiwei is a leading integrated circuit design company in China, focusing on ultra-high-definition smart displays and smart vision, and has become a key supplier of related chip solutions [2]. - Zhongxin Ningbo possesses unique advantages in special process fields, with 6-inch and 8-inch wafer manufacturing lines, currently in the capacity ramp-up phase [2]. Group 2: Impact of Termination - The termination of the acquisition will not disrupt Guokaiwei's established operational pace, as the company continues to focus on its "ALL IN AI" strategy and the development of AI SoC products [3]. - Guokaiwei has stated that the termination does not mean a complete abandonment of restructuring, and the company will continue to seek external acquisition opportunities that align with policy encouragement and strategic synergy [3]. Group 3: Market Context - Despite the overall increase in M&A activity in the A-share market this year, there have been over 50 cases of companies terminating major asset restructuring plans, indicating a trend of cautious adjustments in the market [3].

中芯国际(00981)发布公告，于2025年11月28日，本公司董事因行使根据2024年股份奖励计划(于2023年6 月28日获采纳)所授予的限制性股票单位而发行的普通股股份1.72万股。 ...

恒指涨0.25%，恒生科技指数涨0.43%。芯片股部分高开，中芯国际涨近2%，华虹半导体涨近1%。新股 海伟股份低开逾5%。 (本文来自第一财经) ...

Group 1 - SMIC announced the termination of the sale of its stake in SMIC Ningbo due to failure to reach an agreement within the expected timeframe, retaining a 14.832% stake post-termination, with no significant impact on financial status [2] - Chaozhuo Aerospace's actual controller will change to Hubei State-owned Assets Supervision and Administration Commission, with stock resuming trading on December 1 [2] - ST Lifan faces potential forced delisting due to false disclosures in its 2021-2023 annual reports, with a total false revenue of 592 million yuan, representing 50.91% of the reported revenue for those years [3] Group 2 - Lijun Holdings' subsidiary signed a contract worth approximately 57.6 million USD for high-pressure roller mills, accounting for 52.53% of the audited consolidated revenue for 2024, expected to positively impact future performance [3] - Sanjiang Shopping's second-largest shareholder, Alibaba Zeta, reduced its stake by 5.4768 million shares, decreasing its holding from 30% to 29% [4] - Tianfeng Securities is under investigation by the CSRC for suspected information disclosure violations and illegal financing [5] Group 3 - China Jushi's major shareholder, Zhenstone Group, plans to increase its stake by no less than 550 million yuan and no more than 1.1 billion yuan [6] - Helun Zhe's major shareholder received a notice of investigation for suspected information disclosure violations, which does not affect the company's operations [7] - Yongtai Energy's actual controller also received a notice of investigation for similar violations, with no impact on the company's operations [8] Group 4 - Wuhantian Source's major shareholder, Konka Group, plans to transfer 9.83% of its shares to China Resources Asset Management [9] - Pinggao Electric won a bid for a State Grid project worth approximately 773 million yuan [9] - Zhejiang Longsheng is collaborating with a private equity fund to establish a venture capital partnership [9]

转自：智通财经 《科创板日报》11月28日讯今日科创板晚报主要内容包括：工信部：依法依规治理动力和储能电池产业 非理性竞争；研究机构预测存储芯片价格预计再涨50%；摩尔线程发布Torch-MUSA v2.7.0。 【热点聚焦】 工信部：加快推出针对性政策举措 依法依规治理动力和储能电池产业非理性竞争 工业和信息化部11月28日组织召开动力和储能电池行业制造业企业座谈会，围绕规范动力和储能电池产 业竞争秩序、推动产业高质量发展，听取相关企业情况介绍及意见建议。工信部部长李乐成指出，党中 央对动力和储能电池产业发展高度重视。近年来，在各方共同努力下，我国动力和储能电池产业迅速发 展壮大，在市场规模、创新能力、产业体系等方面形成了全球竞争优势。与此同时，产业发展还面临不 少问题和挑战。我们要全面客观认识产业发展形势，认真落实党中央关于综合整治"内卷式"竞争的决策 部署，加快推出针对性政策举措，依法依规治理动力和储能电池产业非理性竞争，加强产能监测、预警 和调控，加大生产一致性和产品质量监督检查力度，打击知识产权违法行为，引导企业科学布局产能、 合理有序"出海"，全力推动产业高质量发展。 安世中国：要求安世荷兰主动与 ...

热点 贵州茅台：选举陈华为公司第四届董事会董事长，将以不低于人民币15亿元且不超过人民币30亿元回购 股份。 天风证券：因涉嫌信息披露违法违规、违法提供融资被中国证监会立案。 增减持 回购 合同中标 股权变动 闻泰科技：敦促安世荷兰正视问题，共同守护产业链稳定。 晶科能源：明年储能系统发货目标翻倍增长，未来将保持电芯自供比例不超过40%。 永泰能源：实控人王广西因非本公司事项收到中国证监会立案告知书。 海德股份：证监会决定对公司及实控人王广西进行立案调查。 远大智能：公司股票将实施其他风险警示，12月1日起停牌一天。 4连板茂业商业：控股股东一致行动人包头茂业东正于11月28日通过大宗交易方式卖出200万股。 中国巨石：振石集团拟5.5亿元—11亿元增持公司股份。 神奇制药：控股股东之一致行动人拟减持公司不超3%股份。 益诺思：张江生药基地拟减持不超过1%公司股份。 芳源股份：股东拟减持不超1%公司股份。 吉宏股份：控股股东及其一致行动人拟合计减持不超2.93%公司股份。 数据港：股东宁波锐鑫拟减持不超3%公司股份。 超卓航科：实控人将变更为湖北省国资委，股票12月1日起复牌。 中芯国际：终止出售中芯宁波股权 ...

证券时报·数据宝统计，截至11月28日收盘，沪深两市共343只个股连续5日或5日以上主力资金净流出。 从净流出持续时间来看，万泰生物等连续23日主力资金净流出，排名第一；中油资本连续22日主力资金 净流出，位列第二。从主力资金净流出总规模来看，中芯国际主力资金净流出金额最大，连续11天累计 净流出43.59亿元，东方财富紧随其后，11天累计净流出41.89亿元。从主力资金净流出占成交金额的比 例来看，*ST东易占比排名居首，该股近8日下跌26.44%。 | 601618 | 中国中冶 | 7 | 1.75 | 5.63 | -3.64 | | --- | --- | --- | --- | --- | --- | | 300627 | 华测导航 | 1 1 | 1.75 | 5.53 | -4.12 | | 600255 | 鑫科材料 | 1 1 | 1.74 | 10.64 | -8.25 | | 688258 | 卓易信息 | 5 | 1.74 | 7.82 | 9.20 | | 300933 | 中辰股份 | 17 | 1.73 | 7.88 | -13.99 | | 000525 | 红太阳 | 14 ...