证券时报·数据宝统计，截至发稿，紫光国微收盘价为73.98元，上涨2.58%，本期筹码集中以来股价累 计上涨9.36%。具体到各交易日，6次上涨，5次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入10.26亿元，同比下降10.05%，实现净利润 1.19亿元，同比下降61.11%，基本每股收益为0.1415元，加权平均净资产收益率0.96%。 （文章来源：证券时报网） 紫光国微8月4日披露，截至7月31日公司股东户数为166913户，较上期（7月20日）减少14204户，环比 降幅为7.84%。这已是该公司股东户数连续第11期下降。 ...

格隆汇8月4日丨紫光国微(002049.SZ)在互动平台表示，公司目前尚无应用于机器人方面的产品 ，公司 董事会秘书会将您的建议转达公司董事会，并请董事会积极关注机器人相关领域的发展机会。 ...

Core Viewpoint - The integrated circuit ETF (159546) opened with a slight decline of 0.15%, indicating a cautious market sentiment towards the semiconductor sector [1] Group 1: ETF Performance - The integrated circuit ETF (159546) opened at 1.345 yuan, reflecting a minor decrease [1] - The performance benchmark for the ETF is the CSI All-Share Integrated Circuit Index return rate [1] - Since its establishment on October 11, 2023, the ETF has achieved a return of 34.87%, with a monthly return of 1.92% [1] Group 2: Major Holdings - Key stocks within the integrated circuit ETF include: - SMIC (中芯国际) down 0.39% - Haiguang Information (海光信息) down 0.54% - Cambrian (寒武纪) down 0.22% - OmniVision (豪威集团) down 0.69% - Lattice Semiconductor (澜起科技) down 0.23% - GigaDevice (兆易创新) down 0.86% - JCET (长电科技) down 0.55% - Unisoc (紫光国微) down 0.67% - Chipone (芯原股份) up 0.55% - Rockchip (瑞芯微) down 0.31% [1]

Macro Analysis - The political bureau meeting on July 30, 2025, appeared "plain," but it reflects a stable economic outlook for the first half of 2025, aligning with expectations[5] - The meeting confirmed a consistent policy direction since September 2024, indicating effective policy tools and measures[5] - Short-term pressures are manageable, allowing for strategic focus on domestic demand, reform, risk mitigation, and improving living standards[5] Investment Strategy - A "barbell strategy" is recommended, favoring both financial and resource sectors while also targeting growth opportunities in AI applications and innovative pharmaceuticals[10] - The 10-year government bond yield is expected to fluctuate between 1.6% and 1.75% due to low inflation and interest rates[10] - Gold is projected to benefit from "de-dollarization" and debt monetization in the long term, despite short-term fluctuations due to currency appreciation[10] Company Performance Highlights - Zijin Mining (601899.SH) anticipates a 6% increase in copper production to 1.07 million tons in 2024, with a target of 1.5-1.6 million tons by 2028[11] - Shandong Gold (600547.SH) expects a 10.51% increase in gold production to 46.17 tons in 2024, driven by improved mining operations and resource acquisitions[15] - China Hongqiao (1378.HK) reported a 14.69% increase in revenue to CNY 156.17 billion in 2024, with net profit rising by 95.21% to CNY 22.37 billion, supported by rising alumina prices[16] Risks and Challenges - Risks include potential underperformance of policies, slower economic recovery, and significant price drops in metals like gold and copper[7] - The performance of companies like GuoBo Electronics (688375.SH) is under pressure due to declining revenues, with a 27.36% drop in total revenue to CNY 2.591 billion[32] - WanHua Chemical (600309.SH) faces short-term profit pressures due to asset impairments and market fluctuations, with a projected net profit margin of 8.1% in 2025[36]

金融界消息 截至2025年8月1日收盘，紫光国微（002049）报收于72.12元，上涨3.71%，换手率4.5%， 成交量38.27万手，成交金额27.61亿元。 资金流向方面，今日主力资金净流入2.45亿元，占比成交额8.88%。其中，超大单净流入1.37亿元、占 成交额4.97%，大单净流入1.08亿元、占成交额3.91%，中单净流出流入2622.43万元、占成交额0.95%， 小单净流出27129.22万元、占成交额9.83%。 天眼查商业履历信息显示，紫光国芯微电子股份有限公司，成立于2001年，位于唐山市，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84960.8288万人民币，实缴资本 84960.8288万人民币。公司法定代表人为陈杰。 通过天眼查大数据分析，紫光国芯微电子股份有限公司共对外投资了15家企业，参与招投标项目5次， 知识产权方面有商标信息5条，专利信息24条，此外企业还拥有行政许可4个。 来源：金融界 紫光国微最新一期业绩显示，截至2025一季报，公司营业总收入10.26亿元、同比减少10.05%，归属净 利润1.19亿元，同比减少61.11%，扣非净利 ...

7月30日，紫光国微发布公告称，公司于近日收到河北证监局出具的《关于对紫光国芯微电子股份有限 公司采取出具警示函行政监管措施的决定》。 公告称，公司高度重视警示函中所指出的问题，将严格按照河北证监局的要求，认真总结、充分吸取教 训，积极整改并及时报送书面整改报告。 公司表示，此次收到警示函不会影响公司正常的生产经营管理活动。 （校对/黄仁贵） 警示函列举了公司的两项违规行为。一是公司股东大会运作不规范。部分董事、监事未按要求出席股东 大会，部分独立董事未做述职报告。二是信息披露不规范。2022年年度报告中相关主体名称披露错误； 公司以募集资金置换自有资金垫付的募投项目支出未履行审议程序及信息披露义务；2023年年度报告中 账龄披露不准确。 ...

Group 1: Company Performance - Shunluo Electronics reported a net profit of 486 million yuan for the first half of 2025, a year-on-year increase of 32.03% [1] - Yiwai Communication's net profit for the first half of 2025 was 31.02 million yuan, a year-on-year decrease of 68.57% [1] - CATL achieved a net profit of 30.485 billion yuan in the first half of 2025, reflecting a year-on-year growth of 33.33% [2] - Huijia Times reported a net profit of 67.0481 million yuan for the first half of 2025, a year-on-year increase of 62.64% [15] - Zhimi Intelligent's net profit for the first half of 2025 was 102 million yuan, a year-on-year increase of 80.08% [23] Group 2: Company Announcements - Shunluo Electronics' revenue for the first half of 2025 was 3.224 billion yuan, up 19.80% year-on-year [1] - Yiwai Communication's revenue decreased to 360 million yuan, down 24.62% year-on-year [1] - CATL proposed a cash dividend of 10.07 yuan per 10 shares based on a total share capital of 4.537 billion shares [2] - Vanke A received a loan of up to 869 million yuan from Shenzhen Metro Group for debt repayment [7] - Lideman is planning to acquire up to 70% of Beijing Xiansheng Xiangrui Biological Products Co., Ltd. [8] Group 3: Industry Developments - The pharmaceutical industry is seeing advancements with Zhendong Pharmaceutical's clinical trial reaching a major research endpoint for a new product [3] - The construction industry is witnessing new orders, with Zhongyan Dadi signing 22 new contracts worth 257 million yuan in Q2 [4] - The energy sector is expanding with Hangyang Co. planning to establish a joint venture for hydrogen energy production [16] - Watson Bio signed a revised exclusive licensing agreement to expand its technology collaboration into non-patient areas [17]

Core Viewpoint - The company received a warning letter from the Hebei Securities Regulatory Bureau due to violations related to shareholder meeting operations and information disclosure [1][2]. Summary by Sections Warning Letter Main Content - The company was found to have irregularities in the operation of its shareholder meetings, including the absence of some directors and supervisors, and independent directors failing to submit performance reports, violating regulations [1]. - There were also issues with information disclosure, such as incorrect names in the 2022 annual report and failure to follow procedures for disclosing the use of raised funds [1]. Regulatory Measures - The Hebei Securities Regulatory Bureau decided to issue a warning letter, requiring the company to learn from the mistakes, enhance compliance awareness, and improve financial management [2]. - The company must submit a written rectification report within 30 days of receiving the decision [2]. Company Response - The company emphasizes its commitment to addressing the issues raised in the warning letter and will strengthen its understanding of relevant laws and regulations to prevent future violations [3]. - The receipt of the warning letter will not affect the company's normal operations, and it will continue to comply with legal requirements for information disclosure [3].

Group 1 - The core announcement is regarding the repurchase of "Guo Wei Convertible Bonds" by the company, allowing investors to sell their bonds back at a price of RMB 100.212 per bond during the specified period from July 23 to July 29, 2025 [1][2] - The effective number of bonds submitted for repurchase was 15, with a total repurchase amount of RMB 1,503.18, including interest and tax [2] - The company confirmed that the repurchase will not materially affect its financial status, capital structure, operating results, or cash flow, and will not impair its debt servicing ability or ongoing viability [2] Group 2 - The repurchase period for "Guo Wei Convertible Bonds" ended on July 29, 2025, and the funds for the repurchase will be credited to investors' accounts by August 5, 2025 [2] - Unrepurchased "Guo Wei Convertible Bonds" will continue to be traded on the Shenzhen Stock Exchange [2]

一是公司股东大会运作不规范。部分董事、监事未按要求出席股东大会，部分独立董事未做述职报告。 上述行为违反《上市公司股东大会规则》(证监会公告〔2022〕13号)第二十六条和第二十八条的规定。 二是信息披露不规范。2022年年度报告中相关主体名称披露错误;公司以募集资金置换自有资金垫付的 募投项目支出未履行审议程序及信息披露义务;2023年年度报告中账龄披露不准确。上述行为违反《上 市公司信息披露管理办法》(证监会令第182号)第三条第一款规定。 紫光国微（002049）(002049.SZ)公告，公司近日收到中国证券监督管理委员会河北监管局出具的《关 于对紫光国芯微电子股份有限公司采取出具警示函行政监管措施的决定》。决定书指出公司存在以下违 规行为： ...