Group 1: Market Activity - Southbound funds net bought HK stocks worth HKD 1.341 billion on December 5, with notable net purchases in Xiaomi Group (HKD 3.013 billion), Tracker Fund of Hong Kong (HKD 2.606 billion), and Meituan (HKD 0.607 billion) [1] - Significant net sales were observed in Alibaba (HKD 1.776 billion) and Tencent Holdings (HKD 1.445 billion) [1] Group 2: Stock Performance - Xiaomi Group saw a price increase of 1.9% with a net buy of HKD 2.855 billion, while Alibaba experienced a decline of 0.4% with a net sell of HKD 3.43 billion [3] - Tencent Holdings had a slight decrease of 0.3% with a net sell of HKD 8.89 billion, while Industrial and Commercial Bank of China (ICBC) increased by 1.8% with a net buy of HKD 2.87 billion [3] Group 3: Company Developments - Xiaomi is expected to launch a new foldable phone, the MIX Trifold, as a new model appeared in the GSMA database, potentially making it the third manufacturer to mass-produce such a device [5] - Meituan has been involved in the development of a new national standard for food delivery services, which has recently been implemented [5] - BYD reported that its Tang family of vehicles sold 13,252 units in November, surpassing a cumulative sales figure of 880,000 units [5] - ICBC's shareholding by BlackRock increased from 4.84% to 5.00% as of November 28 [5] Group 4: Strategic Changes - Ele.me announced a rebranding to "Taobao Flash Purchase," with updates to its app reflecting this change [6]

关于发行股份购买资产暨关联交易事项的进展公告 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。 中芯国际集成电路制造有限公司 一、本次交易概述 中芯国际集成电路制造有限公司（以下简称"公司"）拟发行股份购买中 芯北方集成电路制造（北京）有限公司（以下简称"中芯北方"）49%的股权（ 以下简称"本次交易"）。 | A股代码：688981 | A股简称：中芯国际 | 公告编号：2025-033 | | --- | --- | --- | | 港股代码：00981 | 港股简称：中芯国际 | | 公司于2025年9月9日在上海证券交易所网站（www.sse.com.cn）披露的《中 芯国际集成电路制造有限公司发行股份购买资产暨关联交易预案》等相关公告。 同日，经公司向上海证券交易所申请，公司股票（证券简称：中芯国际，证券 代码：688981）自2025年9月9日开市起复牌，具体内容详见公司于2025年9月9 日刊登在上海证券交易所网站（www.sse.com.cn）的《关于披露发行股份购买资 产暨关联交易预案暨公司股票复牌的提示性公告 ...

Core Viewpoint - The company plans to issue shares to acquire a 49% stake in Zhongxin North, which is classified as a related party transaction but is not expected to constitute a major asset restructuring [1] Group 1 - The company's stock will be suspended from trading starting on a specific date in 2025 [1] - The transaction proposal will be disclosed on September 9, 2025, along with an application for stock resumption [1] - As of the announcement date, the audit, evaluation, and due diligence related to the transaction have not been completed [1] Group 2 - The transaction requires further review by the company's board of directors, approval from the shareholders' meeting, and examination by relevant regulatory authorities, indicating uncertainty [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORPORATION 中 芯 國 際 集 成 電 路 製 造 有 限 公 司 * （於開曼群島註冊成立之有限公司） （股份代號：00981） 海外監管公告 本公告乃中芯國際集成電路製造有限公司（Semiconductor Manufacturing International Corporation,「本公司」）根據香港聯合交易所有限公司證券上市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站刊發的《關於發行股份購買資產暨關聯交易事項的進展公 告》，僅供參閱。 承董事會命 中芯國際集成電路製造有限公司 公司秘書 / 董事會秘書 郭光莉 中國上海，2025 年 12 月 5 日 於本公告日期，本公司董事分別為： 執行董事 劉訓峰 非執行董事 魯國慶 陳山枝 楊魯閩 黃登山 中芯国际集成电路制造有限公司 关于发 ...

Group 1 - Southbound funds recorded a net purchase of HKD 1.341 billion in Hong Kong stocks today [1] - Notable net purchases included Xiaomi Group-W at HKD 3.013 billion, Tracker Fund at HKD 2.606 billion, and Meituan-W at HKD 607 million [1] - Continuous net buying trends were observed for Meituan over the past 7 days totaling HKD 2.89598 billion and for Xiaomi over the past 6 days totaling HKD 5.0656 billion [1] Group 2 - Significant net selling was noted for Alibaba-W at HKD 1.776 billion and Tencent Holdings at HKD 1.445 billion [1] - Semiconductor company ASMPT experienced a net sell of HKD 439 million, while Kuaishou-W and SMIC also saw net selling [1] - The trend of net selling for SMIC has persisted for 12 consecutive days, amounting to HKD 3.56848 billion [1]

格隆汇12月5日丨中巨芯(688549.SH)在投资者互动平台表示，公司产品已经稳定供应于中芯国际、SK海 力士等国内外知名集成电路制造企业，产品品质及持续稳定的供应能力已得到客户认可。公司紧跟市场 与客户的需求及变化，一是持续技术创新，丰富产品系列；二是加快市场开拓，尤其是境外半导体客 户。 ...

Core Viewpoint - The company, Zhongjuxin (688549.SH), has established a stable supply of products to well-known integrated circuit manufacturers both domestically and internationally, such as SMIC and SK Hynix, which has led to recognition of its product quality and consistent supply capability [1] Group 1 - The company is focusing on continuous technological innovation to enrich its product series [1] - The company is accelerating market expansion, particularly targeting overseas semiconductor customers [1]

Group 1 - The Hong Kong stock market's chip industry chain is experiencing a resurgence, with the first ETF focused on this sector (159131) showing a price increase of 1.07% and a trading volume exceeding 400 million CNY [1][7] - The ETF's technical indicators, specifically the MACD golden cross pattern, suggest a potential upward trend [1][7] - The ETF is designed to track the "China Securities Hong Kong Stock Connect Information Technology Composite Index," which consists of 70% hardware and 30% software, focusing on semiconductor, electronics, and computer software sectors [3][9] Group 2 - The listing of "China's first GPU stock," Moore Threads, saw a surge of over 470% on its opening day, indicating strong market recognition and potential for raising the overall valuation of the domestic computing and chip sector [2][9] - The demand for domestic AI chips is expected to grow significantly due to ongoing needs for computing power and the exit of NVIDIA from the Chinese market, creating opportunities for domestic manufacturers [3][9] - The ETF includes 42 Hong Kong hard tech companies, with significant weights allocated to SMIC (20.27%), Xiaomi Group-W (9.11%), and Hua Hong Semiconductor (5.64%), excluding major internet firms like Alibaba and Tencent [3][9]

来源：市场资讯 中芯国际集成电路制造（北京）有限公司，成立于2002年，位于北京市，是一家以从事计算机、通信和 其他电子设备制造业为主的企业。企业注册资本100000万美元。通过天眼查大数据分析，中芯国际集成 电路制造（北京）有限公司共对外投资了1家企业，参与招投标项目53次，专利信息5000条，此外企业 还拥有行政许可225个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，中芯国际集成电路制造（上海）有限公司、中芯国际集成电路制造（北京） 有限公司取得一项名为"掩膜版、半导体结构及其形成方法"的专利，授权公告号CN114078751B，申请 日期为2020年8月。 天眼查资料显示，中芯国际集成电路制造（上海）有限公司，成立于2000年，位于上海市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本244000万美元。通过天眼查大数据分 析，中芯国际集成电路制造（上海）有限公司共对外投资了4家企业，参与招投标项目127次，财产线索 方面有商标信息150条，专利信息5000条，此外企业还拥有行政许可446个。 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of semiconductor stocks, particularly related to Moores Threads and the semiconductor equipment sector, with significant price increases expected due to rising demand driven by AI [1][2][3] - Moores Threads announced that its stock will be listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on December 5, with its issuance price being the highest among new stocks this year [1] - The semiconductor equipment ETF (561980) saw a daily increase of 3.63%, leading its peers, and the underlying index, the CSI Semiconductor, had the highest single-day gain among similar indices [1][3] Group 2 - The global semiconductor equipment sales are projected to grow by 11% year-on-year, reaching $33.66 billion by Q3 2025, indicating strong growth in the sector [1] - The storage industry is experiencing a tight supply-demand situation, with AI becoming a core driver of future storage demand, particularly for HBM, large-capacity DDR5, and enterprise SSDs [2] - The anticipated supply-demand gap for NAND is expected to reach -14.20% and -14.25% in 2026 and 2027, respectively, while DRAM supply-demand gaps are projected at -9.38% and -8.84% for the same years [2] Group 3 - Historical cycles in the storage market have been driven by emerging technologies that promote product upgrades and innovations, suggesting that the industry may be at the beginning of a new storage cycle driven by AI [3] - The semiconductor equipment ETF (561980) tracks an index where over 50% is composed of semiconductor equipment, with a significant concentration in leading companies such as Zhongwei Company and North Huachuang [3] - As of December 3, the CSI Semiconductor index has seen a year-to-date increase of 54%, with a maximum increase of over 80%, ranking first among major semiconductor indices [3]