Group 1 - China will adjust import tariffs on certain goods starting January 1, 2026, affecting key components, advanced materials, energy resources, and smart bionic robots [2][52] - The adjustments aim to align with economic and social development needs, impacting related industries significantly [2][52] Group 2 - Gold prices fell sharply, with spot gold dropping 4.47% to $4,330.31 per ounce, marking the worst single-day performance since October 21 [3][53] - COMEX gold futures also declined by 4.47%, indicating a broader market sentiment shift away from safe-haven assets [3][53] Group 3 - A total of 29 A-share companies have released their 2025 annual performance forecasts, with 19 companies expecting profit increases [4][54] - The timely and accurate disclosure of performance forecasts is crucial for investor decision-making [4][54] Group 4 - Sheng Tong Energy announced a stock suspension for review after a 213.97% price increase over a short period, indicating a significant deviation from its fundamentals [5][55] - The company aims to protect investor interests amid concerns of market volatility and speculative trading [5][55] Group 5 - The annual Consumer Electronics Show (CES) will take place next week, where major tech companies like Nvidia and Samsung will showcase AI hardware [6][56][57] - This event is seen as a critical test for the market demand for AI products, moving beyond mere concept demonstrations [6][57] Group 6 - Starting January 1, 2026, digital RMB will start accruing interest, transitioning from a cash-based to a deposit currency model [8][58] - This change is expected to create a win-win situation for businesses and individuals, enhancing the financial ecosystem [8][58] Group 7 - Public fund assets in China have reached a record high of 37.02 trillion yuan, marking the first time the total has surpassed this threshold [9][59] - The growth reflects the increasing number of fund management institutions and the overall expansion of the public fund market [9][59] Group 8 - Semiconductor company SMIC plans to acquire a 49% stake in SMIC North for 40.601 billion yuan, enhancing its asset quality and business synergy [13][63] - This acquisition is part of SMIC's strategy to strengthen its position in the semiconductor industry [13][63] Group 9 - Ganfeng Lithium is facing legal issues related to insider trading, with the case now transferred for prosecution [14][64] - The company has previously been penalized for similar violations, indicating ongoing regulatory scrutiny [14][64] Group 10 - The resignation of the chairman of Zotye Auto after only two months in office raises concerns about the company's leadership stability [15][65] - The company has struggled with sales, reporting only 14 vehicles sold last year, highlighting operational challenges [15][65]

12月29日晚间，中芯国际发布发行股份购买资产暨关联交易报告书（草案）。 | 代码:688981 | A 股简称:中芯国际 | 上市地点:上海证券交易所 | | --- | --- | --- | | 代码:00981 | 港股简称:中芯国际 | 上市地点:香港联合交易所 | 今年9月，中芯国际首次披露发行股份购买资产暨关联交易预案。彼时，相关审计、评估工作尚未完成，交易作价亦未确定。 据本次草案的最新财务数据，近年来，中芯北方营业收入、净利润整体呈上升趋势。2023年、2024年及2025年1—8月，中芯北 方营业收入分别为115.76亿元、129.79亿元及90.12亿元；同期，公司净利润分别为5.85亿元、16.82亿元及15.44亿元。据介绍， 中芯北方利润主要来源于12英寸集成电路产品，盈利水平随着产能利用率的提升呈增长趋势。随着公司产品结构进一步优化， 盈利水平有望进一步提升。 当晚，中芯国际还发布一则新增资扩股协议，公司全资子公司中芯控股与国家集成电路基金、国家集成电路基金二期、国家集 成电路基金三期、上海集成电路基金、上海集成电路基金二期、泰新鼎吉及先导集成电路基金订立新合资合同及新增资扩股协 ...

大家早上壕！ 先看海外要闻： 美股调整加剧，道指收跌0.51%、纳指收跌0.50%、标普500收跌0.35%；特斯拉收跌3.27%、英伟达跌1.21%、Meta、亚马逊、微软至多跌 0.69%，谷歌A、苹果则至多收涨0.13%。 特朗普：正考虑以"严重失职"为由起诉鲍威尔，1月或公布下任美联储主席人选。 Meta数十亿美元收购AI智能体Manus，肖弘将出任Meta副总裁。 软银斥资40亿美元收购数据中心投资公司DigitalBridge，以助力AI业务推进。 美国最大电网"容量拍卖"内幕：若无价格管制，AI热潮本将令电价再涨60%。 英特尔完成向英伟达出售价值50亿美元的普通股。 "我可能早了，但没错！"大空头Burry再次逆市而为，做空AI双雄英伟达和Palantir。 国际贵金属大幅收跌，COMEX黄金期货跌4.45%、COMEX白银期货跌7.2%、现货白银大跌近9%、现货钯金跌超15%、现货铂金跌超14%。 国内重大事件汇总： 今日券商策略前瞻： 光大证券表示，沪指虽然9连阳，但连续两个交易日个股都是多数收跌，场内资金分歧明显；但考虑到4000点已经近在眼前，多头或将推动沪指 继续向4000点震荡上行 ...

中芯国际（688981.SH）12月29日晚间公告称，公司拟向国家集成电路基金等5名中芯北方股东发行股份购买其所持有的标的公司49.00%股权，交易 价格406.01亿元。本次交易完成后，中芯国际将持有中芯北方100.00%的股权，中芯北方将成为公司的全资子公司。 加入"中国IC独角兽联盟"，请点击进入 是说芯语转载，欢迎关注分享 合作洽谈，进入公众号：服务—>商务合作 Q ··· 星标 是说芯语 是说芯语 阐述泛集成电路行业的技 780 H 不错过任何一条消息 ▶ 交流、市场应用、行业分析、产业 4篇原创内容 2014 - 10:3 进入公众号 不再关注 泛集成电路行业最新动态 2 4 2位朋友读过 设为星标 -- 此外，中芯国际公告称，公司全资子公司中芯控股与国家集成电路基金、国家集成电路基金二期等订立新合资合同及新增资扩股协议，以修订前合 资合同。据此，中芯南方注册资本将由65亿美元增加至100.773亿美元。中芯控股、国家集成电路基金、国家集成电路基金二期、国家集成电路基 金三期、上海集成电路基金、上海集成电路基金二期、泰新鼎吉、先导集成电路基金将分别持有中芯南方41.561%、9.392%、14.8 ...

Industry News - The Ministry of Finance and the State Administration of Taxation announced that tobacco companies will not be allowed to deduct advertising and promotional expenses from taxable income from January 1, 2026, to December 31, 2027 [3] - The People's Bank of China has introduced a plan to strengthen the management and service system for digital RMB, which will start paying interest on wallet balances at the rate of current deposits from January 1, 2026, marking a transition from "digital cash" to "digital deposit currency" [3] - The China Chain Store and Franchise Association reported that the market size of on-site food sales in supermarkets has exceeded 100 billion yuan [3] - The Asset Management Association of China reported that the total scale of public funds reached 37.02 trillion yuan by the end of November 2025, marking the eighth historical high this year [3] - The Southern Power Grid announced that the last unit of the pumped storage power station in Nanning, Guangxi, was put into operation on December 29, 2025, marking the full completion of Guangxi's first pumped storage power station [3] Company News - Ganfeng Lithium announced that it has been transferred to the procuratorate for prosecution due to suspected insider trading [5] - Kweichow Moutai announced that its controlling shareholder, Moutai Group, has completed a share buyback plan amounting to 3 billion yuan, with no increase in the market supply of Moutai 1935 in 2026 [6][6] - Longpan Technology announced that its subsidiary will reduce production for maintenance on some lithium iron phosphate production lines starting January 1, 2026 [6] - Unigroup Guowei announced plans to acquire controlling or all equity of Ruineng Semiconductor, with stock suspension [6] - ST Panda announced that it has been investigated by the China Securities Regulatory Commission for suspected violations of information disclosure [6] - Haisheng Pharmaceutical announced that its invested company has completed the first patient enrollment for the Phase II clinical trial of the innovative drug NWRD06, targeting a specific liver cancer marker [6] - Tianjian Technology expects a negative net profit for 2025 and revenue below 300 million yuan, which may lead to a delisting risk warning [6] - Tianpu Co. announced no plans to engage in artificial intelligence-related business and has not signed any framework cooperation agreements with shareholders [6] - Guodian Power announced a joint investment with CATL in the Dadu River Danba Hydropower Station project, with a total dynamic investment of 15.273 billion yuan [6] - Hongwei Technology signed a strategic cooperation agreement with a leading domestic company in the transmission field to jointly research GaN power semiconductor devices [6] - 吉祥航空 plans to purchase 25 Airbus A320 series aircraft for 4.1 billion USD, with delivery scheduled between 2028 and 2032 [6][6] - Spring Airlines plans to purchase 30 Airbus A320neo series aircraft for no more than 4.128 billion USD [6][6] - Huazhi Co. announced the termination of the acquisition of 51% of Zhongke Huilian [6] - Wenkong Energy announced a stock suspension for investigation due to significant short-term price increases [6] - Roman Co. signed a contract for a computing power service project worth approximately 156 million yuan [6] - International Composite announced plans to invest 1.693 billion yuan in a project to produce 36 million meters of high-frequency high-speed electronic fiber cloth annually [6]

Group 1 - Ganfeng Lithium, a leading lithium mining company, has been indicted for insider trading and the case has been sent to the prosecution for review [1] - Wenkang Development announced a major asset restructuring plan involving the acquisition of stakes in Wenkang Mining and Luzhong Mining from its controlling shareholder [2] - Huali Co., a leader in decorative composite materials, has terminated its agreement to acquire a 51% stake in Zhongke Huilian Technology due to a lack of consensus on key transaction terms [3] Group 2 - Haizhi Technology has submitted its listing application to the Hong Kong Stock Exchange for the second time, following a previous application that expired; the company reported continuous losses from 2022 to 2025 [4] - SMIC announced a significant acquisition plan to purchase a 49% stake in SMIC North from five shareholders for a total of 406.01 billion yuan [5] - Several foreign investment institutions have expressed optimism about the Chinese market, citing abundant liquidity, stronger policy support, and attractive valuations as factors contributing to an "upward opportunity period" for Chinese assets in 2026 [6] Group 3 - Multiple companies in the lithium iron phosphate industry have announced production cuts, with reductions ranging from 35% to 50% scheduled for January 2026 [8][26] - Public funds in China have reached a record high of 37.02 trillion yuan, marking the first time the total scale has surpassed this threshold [11][29] - Various public fund institutions have held investment strategy meetings for 2026, with a consensus that technology will remain a core investment theme alongside opportunities in consumer recovery and overseas expansion [17][34] Group 4 - The recent increase in margin requirements for precious metals futures by the CME Group has led to a decline in international metal prices, with gold futures dropping below $4,500 per ounce [10][28] - The Chinese government is set to implement tax reforms aimed at addressing "tax revenue gaps" and standardizing tax incentives to foster a fair market environment [12][30] - A draft law on state-owned assets is open for public consultation, aiming to establish a comprehensive governance system for state assets to prevent loss and enhance management [13][31] Group 5 - 29 A-share companies have released their 2025 earnings forecasts, with 19 companies expecting profit increases, indicating a positive outlook for the upcoming fiscal year [14][32] - The Porsche dealership network in China is facing challenges, with reports of dealers disappearing and leaving showrooms empty, indicating potential issues within the distribution system [18][35]

智通财经APP讯，中芯国际(688981.SH)发布公告，公司拟向国家集成电路基金等5名中芯北方股东发行 股份购买其所持有的中芯北方49.00%股权，交易价格约406.01亿元。本次交易完成后，公司将持有中芯 北方100.00%的股权，中芯北方将成为公司的全资子公司。 中芯北方作为公司的控股子公司，主要为客户提供不同工艺平台的12英寸集成电路晶圆代工及配套服 务。本次交易有利于进一步提高上市公司资产质量、增强业务上的协同性，促进上市公司的长远发展。 交易前后上市公司的主营业务范围不会发生变化。 ...

Group 1 - The overall market trend before the Spring Festival is expected to have upward potential, with short-term opportunities for low-position layouts identified by Zhongtai Securities [9] - Daitong Securities indicates that the post-holiday market will be crucial, with a clear upward trend supported by loose monetary policy and strong performance in key sectors [9] - China Aviation Securities notes that the current domestic economic growth stabilization effects need further confirmation, suggesting a cautious approach in the current slow bull market, with potential for new highs in A-shares after new catalysts emerge [9] Group 2 - The U.S. stock market saw all three major indices decline, with the Dow Jones down 0.51%, Nasdaq down 0.50%, and S&P 500 down 0.35% [3] - Tesla shares fell by 3.2% as ARK Invest continued to reduce its holdings, selling $30 million worth of Tesla stock [3] - Major tech stocks showed mixed results, with Apple up 0.1% and Nvidia down 1.2%, while the Nasdaq China Golden Dragon Index fell by 0.67% [4] Group 3 - International oil prices increased, with WTI crude oil rising by 2.36% to $58.08 per barrel, and Brent crude oil up by 2.14% to $61.94 per barrel [5] - The precious metals market experienced significant declines, with COMEX gold futures dropping by 4.50% to $4325.10 per ounce, marking the largest drop in two months, and silver futures down 8.67% to $69.856 per ounce, the worst performance since February 2021 [5] Group 4 - The Ministry of Finance and the State Administration of Taxation announced that tobacco advertising expenses are not deductible for tax purposes, while advertising expenses for cosmetics, pharmaceuticals, and beverages can be deducted up to 30% of annual sales revenue [6] - From January to November, state-owned enterprises in China reported total operating revenue of 75,625.76 billion yuan, a year-on-year increase of 1.0%, while total profits decreased by 3.1% to 371.945 billion yuan [6]

智通财经APP讯，中芯国际(688981.SH)发布公告，全资附属公司中芯控股与国家集成电路基金、国家 集成电路基金二期等订立新合资合同及新增资扩股协议，以修订前合资合同。据此，中芯南方注册资本 将由65亿美元增加至100.773亿美元。中芯控股、国家集成电路基金、国家集成电路基金二期、国家集 成电路基金三期、上海集成电路基金、上海集成电路基金二期、泰新鼎吉、先导集成电路基金将分别持 有中芯南方41.561%、9.392%、14.885%、8.361%、7.939%、11.253%、5.545%及1.063%股权。各方同 意，各增资方就本次增资向中芯南方现金出资合计77.780亿美元，其中，合计35.773亿美元计入中芯南 方注册资本，合计42.007亿美元计入中芯南方的资本公积。 ...

2. 软银集团：宣布以每股16美元现金收购DigitalBridge全部流通股，较其12月26日收盘价溢价约15%。 此次收购旨在加码布局支撑AI浪潮的数字基础设施，交易预计2026年下半年完成，需监管批准。 3. 英特尔：向英伟达出售2.148亿股普通股，交易总价50亿美元，每股23.28美元。此次交易进一步深化 了半导体行业的资源整合，对两家公司的战略布局具有重要意义。 4. 胜通能源：公司股票自12月12日至29日期间价格涨幅达213.97%，严重背离公司基本面，将于12月30 日起停牌核查。公司近期经营正常，主营业务未发生重大变化，不涉及机器人相关业务，静态市盈 率-773.81，市净率8.63，显著高于行业平均水平。 // 热点头条 // 1. 中芯国际：拟向国家集成电路基金等5名股东发行股份，购买中芯北方49%股权，交易价格406亿元。 交易完成后，中芯北方将成为公司全资子公司，主要提供12英寸集成电路晶圆代工及配套服务。国家集 成电路基金将获配3.57亿股A股，交易后合计持股比例达8.66%。 5. 赣锋锂业：收到宜春市公安局的移送起诉告知书，因涉嫌内幕交易罪单位犯罪，案件已移送检察机关 审查起 ...