【#中芯国际拟406亿收购中芯北方#】#中芯南方注册资本增至100.773亿美元#12月29日晚，中芯国际公 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%股权，交 易价格406亿元。 此外，中芯国际同时公告，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，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。（21世纪经济报道） #中芯国际拟购买中芯北方49%股权# 本次交易完成后，中芯国际将持有中芯北方100%的股权，中芯北方将成为公司的全资子公司。中芯北 方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 ...

Core Viewpoint - The semiconductor industry is experiencing a price surge driven by increased demand from AI applications and supply constraints, particularly in the storage and wafer sectors [3][6]. Group 1: Semiconductor Price Trends - The NAND flash wafer prices increased by over 10% in December, while SSD prices rose by 15%-20% [3]. - Major international storage suppliers have raised HBM3E prices by nearly 20% for 2026 [3]. - The current price uptrend is attributed to high demand for high-bandwidth memory (HBM) and large-capacity storage, coupled with a structural shift in production towards high-end products [3][6]. Group 2: Semiconductor Equipment Market - The global semiconductor equipment market is projected to reach $133 billion by 2025, with a year-on-year growth of 13.7%, and is expected to continue growing to $145 billion in 2026 and $156 billion in 2027 [6][11]. - The semiconductor equipment ETF (561980) has seen significant inflows, indicating strong investor interest in the sector [1][12]. - The ETF focuses on companies with high exposure to semiconductor equipment, materials, and integrated circuit design, with nearly 60% of its index comprising equipment [12]. Group 3: Domestic Semiconductor Development - The domestic semiconductor equipment sector is expected to accelerate growth in orders by 2026, driven by the expansion of storage and advanced processes [8]. - The domestic semiconductor equipment industry has achieved significant progress in replacing mature processes with local alternatives since 2019 [11]. - The focus on domestic substitution is not only in equipment but also in chip design and manufacturing processes [8][11].

Group 1 - Semiconductor stocks in Hong Kong have strengthened, with InnoCare rising over 12%, ChipMOS increasing by over 4%, SMIC up by over 3%, and GlobalWafers gaining 2.35% [1] - NVIDIA is leading a significant transformation in global data centers by shifting the voltage standard from traditional AC to 800V DC, igniting an upgrade wave in AI computing infrastructure [1] - Eastmoney Securities highlights that the demand for computing power is growing exponentially due to the rise of generative AI, suggesting investments in semiconductor storage, testing equipment, and magnetic components as key sectors [1] Group 2 - SMIC announced plans to acquire a 49% stake in Northern SMIC for a transaction price of 40.6 billion yuan, which is expected to enhance asset quality and business synergy for the listed company [1]

Group 1: Tariff Adjustments - The State Council's Tariff Commission announced a tariff adjustment plan for 2026, effective from January 1, 2026, which includes a temporary import tariff rate lower than the most-favored-nation rate for 935 items to enhance the linkage between domestic and international markets [1] - The plan continues to grant zero tariff treatment on 100% of products to 43 least developed countries with which China has diplomatic relations, promoting economic cooperation [1] Group 2: Commercial Aerospace Developments - Multiple A-share listed companies have disclosed their involvement in the commercial aerospace sector, with Zai Sheng Technology indicating that its aerospace products currently contribute a minimal portion to overall revenue [3] - Aerospace Intelligent Equipment reported long-term collaborations with several aerospace enterprises on its space chip products [4] - China Aviation Heavy Industry has established a supply capability for key forgings to multiple commercial rocket companies, forming a dedicated supply system for commercial aerospace [4] Group 3: Financial Performance of State-Owned Enterprises - From January to November 2025, the total operating revenue of state-owned and state-controlled enterprises increased by 1.0% year-on-year, while total profits decreased by 3.1% [9] - The tax payable by these enterprises reached 52,803.0 billion yuan, reflecting a slight increase of 0.2% year-on-year [9] Group 4: Precious Metals Market - On December 29, international precious metals experienced significant declines, with gold dropping by $205 to around $4,320, a decrease of 4.52%, and silver falling by over 10% [10] - Analysts suggest that gold prices are likely to fluctuate in 2026, influenced by U.S. Federal Reserve policies and economic conditions [10] Group 5: Corporate Actions and Investments - Longyan Group announced plans to introduce seven strategic investors through a capital increase of 2 billion yuan for its subsidiary [19] - Ganfeng Lithium reported that it is under investigation for insider trading, but its operations remain normal [20][21] - *ST Panda has been placed under investigation by the China Securities Regulatory Commission for information disclosure violations [23] Group 6: Mergers and Acquisitions - Unigroup Guowei is planning to acquire controlling or full ownership of Ruineng Semiconductor Technology through a share issuance and cash payment [24][25] - Minmetals Development intends to purchase equity stakes in Minmetals Mining and Luzhong Mining, with the transaction expected to constitute a major asset restructuring [27] - Semiconductor manufacturer SMIC plans to acquire a 49% stake in SMIC North for approximately 40.6 billion yuan [29][30]

格隆汇12月30日｜恒生科技指数上涨1%至5,538.56点。百度涨超4%，华虹半导体、中芯国际涨超3%。 ...

隔夜美股三大指数收跌，中概指数跌0.67%，亚洲盘银价企稳。港股恒指平开，国指涨0.12%，恒生科技指数涨0.38%。大型科技股多数上涨，其 中百度涨超3%，半导体股集体上涨，拟购买中芯北方49.00%股权，交易价格406亿元，中芯国际高开2.8%。此外，港股6只新股今日齐挂牌：英砂 智能大涨45.5%，美联股份涨15.63%，五一视界涨14.75%，林清轩涨9.3%，迅策、卧安机器人基本平开。(格隆汇) 相关ETF ★ 跟踪：中证动漫游戏指数 近五日涨跌:0.48% 市盈率: 37.50倍 资金流向: 最新份额为87.0亿份,增加 了5800.0万份,净申赎 8382.7万元。 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌: - 1.42% 市盈率： 19.99倍 游戏剧TF (产品代码：159869) 资金流向: 最新份额为543.4亿份, 增 加了4.9亿份，净申赎7.0亿 元。 估值分位: 96.36% 云计算50ETF (产品代码: 516630) ★ 跟踪： 中证云计算与大数据主题指数 估值分位:56.54% 科创50ETF (产品代码: 588 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 中芯国际重磅收购，迎来新进展。 12月29日晚间，中芯国际公告称，公司拟向国家集成电路基金等5名中芯北方股东发行5.47亿股股份 购买其所持有的中芯北方49%股权，交易价格406.01亿元。公告显示，这五名股东分别为国家集成电 路基金、集成电路投资中心、亦庄国投、中关村发展、北京工投。 据悉，标的公司中芯北方成立于2013年，是中芯国际与北京市政府共同投资设立的12寸先进制程集 成电路制造厂，是中芯国际控股子公司。公司主要从事半导体（硅片及各类化合物半导体）集成电路 芯片的制造（含线宽28纳米及以下大规模数字集成电路制造）、针测及测试、光掩膜制造、测试封 装，是中芯国际重要的12英寸晶圆厂。 中芯国际作为中芯北方的控股股东与核心技术供给方，全面主导并负责中芯北方的生产运营管理，为 其技术落地与产能释放提供了坚实保障。 对于此次收购，公司表示，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。 公开资料显示，中芯国际拥有全方位一体化的集成电路晶圆代工核心技术体系，快速有效地帮助客户 ...

（文章来源：每日经济新闻） 每经AI快讯，中芯国际(00981.HK)高开近3%，截至发稿，涨2.8%，报71.5港元，成交额5551.98万港 元。 ...

Core Viewpoint - SMIC (00981) has seen a nearly 3% increase in stock price following the announcement of its acquisition of a 49% stake in SMIC North, with a final consideration of approximately RMB 40.601 billion and the issuance of 547,182,073 shares as payment [1] Group 1: Acquisition Details - On December 29, SMIC announced the signing of a supplementary agreement regarding the acquisition of a 49% stake in SMIC North [1] - The final consideration for the acquisition is approximately RMB 40.601 billion [1] - The number of shares to be issued as payment totals 547,182,073 [1] Group 2: SMIC North Overview - SMIC North is a core 12-inch wafer manufacturing base for SMIC located in the northern region, focusing on mature processes such as 55nm, 40nm, and 28nm [1] - The facility serves high-demand sectors such as electric vehicles and industrial control, which are critical for domestic substitution needs [1] - SMIC North has two production lines with a monthly capacity of 35,000 300mm wafers, making it the most capable factory among SMIC's three 12-inch wafer fabs in Beijing [1]

Core Viewpoint - The semiconductor industry is experiencing a price increase cycle across various segments, driven by AI demand and domestic substitution trends, indicating a structural market shift [2][20][23]. Group 1: Market Performance - The three major indices experienced fluctuations, with the Shanghai Composite Index achieving a nine-day winning streak, facing resistance around the 4000-point mark [1]. - The semiconductor equipment ETF (561980) saw a slight decline of 0.29%, but has attracted over 55 million yuan in capital inflows over the past three trading days [1]. Group 2: Price Increases in Semiconductor Sector - In December, NAND flash wafer prices rose by over 10% month-on-month, while solid-state drive (SSD) prices increased by 15%-20% [2][5]. - Major international storage suppliers have raised HBM3E prices by nearly 20% for 2026 [2]. - Semiconductor manufacturers, including SMIC, have issued price increase notices to downstream clients, particularly for the 8-inch BCD process platform, with increases around 10% [6]. Group 3: Industry Trends and Projections - According to SEMI, global semiconductor manufacturing equipment sales are projected to reach $133 billion in 2025, marking a 13.7% year-on-year increase, with continued growth expected into 2026 and 2027 [11]. - The semiconductor industry is benefiting from a recovery trend, with the China Securities Index reporting a 32.12% year-on-year revenue growth for the semiconductor sector in Q3 [13]. Group 4: Investment Focus - Current semiconductor investments are concentrated on high-end logic chips and memory (HBM) that directly benefit from the surge in computing power demand, as well as opportunities in domestic equipment manufacturing [23]. - The domestic semiconductor equipment industry is expected to see significant growth driven by both technology and inventory cycles, alongside increasing domestic substitution demand [2][20]. Group 5: ETF and Index Performance - The semiconductor equipment ETF (561980) tracks the China Securities Semiconductor Index, which has a nearly 60% focus on equipment, with over 90% of its composition in the semiconductor supply chain's upstream sectors [3]. - The index has shown a remarkable performance, with a year-to-date increase of over 62% as of December 29, outperforming other major semiconductor indices [3].