半导体ETF（159813）业绩比较基准为国证半导体芯片指数收益率，管理人为鹏华基金管理有限公司， 基金经理为罗英宇，成立（2020-04-17）以来回报为60.80%，近一个月回报为-1.63%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 来源：新浪基金∞工作室 11月18日，半导体ETF（159813）开盘跌0.19%，报1.070元。半导体ETF（159813）重仓股方面，寒武 纪开盘涨0.22%，中芯国际跌0.11%，海光信息跌0.35%，北方华创跌0.19%，澜起科技跌0.33%，兆易创 新跌1.07%，中微公司跌0.87%，豪威集团涨0.01%，长电科技跌0.19%，紫光国微跌0.46%。 ...

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 半导体ETF（159813）业绩比较基准为国证半导体芯片指数收益率，管理人为鹏华基金管理有限公司， 基金经理为罗英宇，成立（2020-04-17）以来回报为61.80%，近一个月回报为-3.43%。 来源：新浪基金∞工作室 11月17日，半导体ETF（159813）开盘跌0.09%，报1.079元。半导体ETF（159813）重仓股方面，寒武 纪开盘跌0.61%，中芯国际跌1.15%，海光信息涨0.75%，北方华创跌0.14%，澜起科技涨0.09%，兆易创 新涨0.99%，中微公司涨0.00%，豪威集团涨0.30%，长电科技跌0.13%，紫光国微涨0.76%。 ...

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 3．转股价格：97.30 元/股 4．转股期限：2021 年 12 月 17 日至 2027 年 6 月 9 日 5．本次触发"国微转债"转股价格修正条件的期间从 2025 年 10 月 30 日开 始计算，截至 2025 年 11 月 14 日，紫光国芯微电子股份有限公司（以下简称"公 司"）股票已有 10 个交易日的收盘价格低于"国微转债"当期转股价格的 85%， 若后续公司股票收盘价格继续低于其当期转股价格的 85%，预计将触发"国微转 债"转股价格向下修正条件。若触发前述转股价格向下修正条件，公司将按照《深 圳证券交易所上市公司自律监管指引第 15 号——可转换公司债券》等相关规定 及时履行后续审议程序和信息披露义务。敬请广大投资者注意投资风险。 一、"国微转债"的基本情况 | 证券代码：002049 | 证券简称：紫光国微 | 公告编号：2025-100 | | --- | --- | --- | | 债券代码：127038 | 债券简称：国微转债 | | 紫光国芯微电子股份有限公司 关于预 ...

证券日报网讯 11月14日晚间，紫光国微发布公告称，本次触发"国微转债"转股价格修正条件的期间从 2025年10月30日开始计算，截至2025年11月14日，公司股票已有10个交易日的收盘价格低于"国微转 债"当期转股价格的85%，若后续公司股票收盘价格继续低于其当期转股价格的85%，预计将触发"国微 转债"转股价格向下修正条件。若触发前述转股价格向下修正条件，公司将按照《深圳证券交易所上市 公司自律监管指引第15号——可转换公司债券》等相关规定及时履行后续审议程序和信息披露义务。 （文章来源：证券日报） ...

Core Viewpoint - The integrated circuit ETF (159546) opened with a decline of 1.81%, indicating a bearish trend in the sector [1] Group 1: ETF Performance - The integrated circuit ETF (159546) opened at 1.795 yuan [1] - Since its establishment on October 11, 2023, the fund has achieved a return of 82.90% [1] - The fund's performance over the past month has decreased by 6.56% [1] Group 2: Major Holdings Performance - Major holdings in the ETF include: - SMIC (中芯国际) opened down 0.08% [1] - Cambricon (寒武纪) fell by 2.52% [1] - Haiguang Information (海光信息) decreased by 2.13% [1] - Lattice Technology (澜起科技) dropped by 2.97% [1] - GigaDevice (兆易创新) declined by 5.05% [1] - Haowei Group (豪威集团) fell by 1.18% [1] - Chipone (芯原股份) decreased by 2.10% [1] - JCET (长电科技) dropped by 1.15% [1] - Unisoc (紫光国微) fell by 1.81% [1] - Tongfu Microelectronics (通富微电) decreased by 2.47% [1]

Core Viewpoint - The semiconductor ETF from Southern (159325) opened with a decline of 1.62%, indicating a bearish trend in the semiconductor sector [1] Group 1: ETF Performance - The Southern Semiconductor ETF (159325) opened at 1.456 yuan, reflecting a decrease of 1.62% [1] - Since its establishment on October 31, 2024, the fund has achieved a return of 47.93%, while its return over the past month has been -6.60% [1] Group 2: Major Holdings Performance - Key holdings in the ETF include: - SMIC: down 0.08% - Cambricon: down 2.52% - Haiguang Information: down 2.13% - Northern Huachuang: down 1.13% - Lanke Technology: down 2.97% - Zhaoyi Innovation: down 5.05% - Zhongwei Company: down 2.48% - OmniVision: down 1.18% - Changdian Technology: down 1.15% - Unisoc: down 1.81% [1]

证券日报网讯紫光国微（002049）11月13日在互动平台回答投资者提问时表示，截至2025年11月10日， 公司合并普通账户和融资融券信用账户全体股东总数为189777户。 ...

Core Viewpoint - The leading chip ETF (159801) opened down 0.93% at 0.852 yuan, reflecting a broader trend in the semiconductor sector [1] Group 1: ETF Performance - The performance benchmark for the chip ETF is the return rate of the National Securities Semiconductor Chip Index during the same period [1] - Since its establishment on January 20, 2020, the fund has achieved a return of 71.76% [1] - Over the past month, the fund has experienced a return of -5.26% [1] Group 2: Major Holdings Performance - Major holdings in the chip ETF include: - Cambrian (down 1.35%) - SMIC (down 0.62%) - Haiguang Information (down 0.18%) - Northern Huachuang (down 0.83%) - Lanke Technology (down 1.53%) - Zhaoyi Innovation (down 1.84%) - Zhongwei Company (down 0.36%) - OmniVision (unchanged) - Changdian Technology (down 0.57%) - Unisoc (down 0.34%) [1]

Core Viewpoint - The stock of Unisoc Microelectronics has experienced fluctuations, with a recent decline of 2.01% and a total market capitalization of 64.325 billion yuan, indicating a mixed performance in the market [1]. Financial Performance - For the period from January to September 2025, Unisoc Microelectronics achieved a revenue of 4.904 billion yuan, reflecting a year-on-year growth of 15.05%, while the net profit attributable to shareholders was 1.263 billion yuan, up by 25.04% [2]. - The company has distributed a total of 1.419 billion yuan in dividends since its A-share listing, with 750 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 12, the stock price of Unisoc Microelectronics was 75.71 yuan per share, with a trading volume of 759 million yuan and a turnover rate of 1.17% [1]. - The stock has seen a year-to-date increase of 18.00%, but has declined by 5.11% over the last five trading days and 11.48% over the last twenty days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on April 9, where it recorded a net purchase of 357 million yuan [1]. Shareholder Structure - As of October 31, the number of shareholders for Unisoc Microelectronics was 183,800, an increase of 2.27% from the previous period, with an average of 4,620 circulating shares per person, a decrease of 2.22% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 33.8843 million shares, which increased by 17.09 million shares compared to the previous period [3].

Core Viewpoint - The company, Unisoc, has made significant progress in its automotive electronics business, particularly in the production of safety chips, which are now being mass-produced for several leading Tier 1 suppliers and OEMs [1][3]. Group 1: Automotive Electronics Business Progress - The company reported that its annual shipment volume for safety chips has reached several million units, covering multiple mass-production models from various automakers [1]. - The automotive electronic chips are primarily focused on two categories: safety chips and domain control chips, with safety chips emphasizing vehicle identity authentication, data security, and functional safety [3]. - The company is experiencing accelerated customer onboarding, leading to stable volume growth for related products [3]. Group 2: Domain Control Chips - The domain control chips are mainly applied in critical areas such as power and chassis, where safety requirements are extremely high, and the industry adoption cycle is lengthy with stringent OEM certification standards [3]. - The company is advancing verification and customer-side adaptation according to automotive regulations, focusing on computing power, interfaces, and safety mechanisms for continuous iteration [3]. Group 3: Industry Trends and Strategic Focus - The domestic automotive industry's international expansion and the increasing penetration of intelligent connected vehicles are driving close communication between customers and the company regarding chip upgrades in product forms and usage [3]. - The company aims to enhance its product matrix in line with automakers' platform needs and ensure long-term supply capabilities through quality systems and supply chain management [3]. - The industry trend indicates that domestic substitution is a crucial direction for automotive electronic chips, with the company prepared in technology research and customer certification, focusing on functional safety, information security, and reliability to seize structural opportunities brought by smart electrification [3].