金融界消息 截至2025年8月22日收盘，紫光国微（002049）报收于82.68元，上涨2.77%，换手率 5.24%，成交量44.53万手，成交金额36.69亿元。 资金流向方面，今日主力资金净流入2.67亿元，占比成交额7.29%。其中，超大单净流入1.84亿元、占 成交额5.01%，大单净流入8351.28万元、占成交额2.28%，中单净流出流出10494.21万元、占成交额 2.86%，小单净流出16237.10万元、占成交额4.43%。 紫光国微最新一期业绩显示，截至2025中报，公司营业总收入30.47亿元、同比增长6.07%，归属净利润 6.92亿元，同比减少6.18%，扣非净利润6.53亿元，同比增长4.39%，流动比率4.827、速动比率4.043、 资产负债率27.23%。 来源：金融界 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 ...

Group 1 - The semiconductor sector experienced a strong upward trend on August 22, with stocks like Haiguang Information, Cambrian-U, and Jiewate rising over 10% [1] - Notable companies such as Chipone, SMIC, and Shengmei Shanghai showed active stock performance, with Cambrian-U's stock price surpassing 1100 yuan per share [1] - The computing power industry chain also strengthened, with significant gains in related sectors such as PCB concepts, computing power leasing, and CPO [1] Group 2 - Institutional research interest in the semiconductor field has intensified, with 21 semiconductor stocks receiving institutional attention in August [3] - Naxin Micro emerged as a research hotspot, attracting participation from 135 institutions, followed by Shengmei Shanghai with 125 institutions, and Unisoc with 124 institutions [3] - The semiconductor industry led all sectors with 76 research frequencies, while the general equipment sector followed with 60 [3] Group 3 - Financing funds showed strong interest in the semiconductor sector, with 44 stocks receiving net purchases of over 100 million yuan on August 21 [4] - Zhinan Compass topped the net purchase list with 530 million yuan, followed by Inspur Information and China Unicom with 406 million yuan and 373 million yuan, respectively [4] - Significant changes in shareholder concentration were noted, with 130 out of 240 stocks reporting a decrease in shareholder numbers compared to August 10 [4]

截至2025年8月22日 10:38，集成电路ETF(562820)上涨5.54%；成分股方面，海光信息涨超16%，盛科通 信-U涨近16%，寒武纪-U、杰华特、中芯国际等跟涨。 数据显示，截至2025年7月31日，中证全指集成电路全收益指数前十大权重股分别为中芯国际、寒武 纪、海光信息、豪威集团、澜起科技、兆易创新、长电科技、紫光国微、芯原股份、通富微电，前十大 权重股合计占比50.35%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 688981 | 中芯国际 | 7.86% | 9.96% | | 688041 | 海光信息 | 17.63% | 7.45% | | 688256 | 寒武纪 | 13.13% | 7.13% | | 603501 | 豪威集团 | 3.53% | 6.17% | | 688008 | 澜起科技 | 4.44% | 5.32% | | 603986 | 兆易创新 | 1.75% | 4.78% | | 600584 | 长电科技 | 4.10% | 2.74% | | 002049 | 紫光国微 | 1.9 ...

责任编辑：小浪快报 截至8月20日，紫光国微股东户数15.42万，较上期减少7.04%；人均流通股5508股，较上期增加7.57%。2025年1月-6月，紫光国微实现营业收入30.47亿元，同比增长6.07%；归母净利润 分红方面，紫光国微A股上市后累计派现14.19亿元。近三年，累计派现7.50亿元。 机构持仓方面，截止2025年6月30日，紫光国微十大流通股东中，香港中央结算有限公司位居第三大流通股东，持股1679.43万股，相比上期增加59.70万股。华泰柏瑞沪深300ETF（510300 8月22日，紫光国微盘中上涨2.04%，截至09:54，报82.09元/股，成交5.68亿元，换手率0.82%，总市值697.46亿元。 资金流向方面，主力资金净流入3336.28万元，特大单买入4402.99万元，占比7.75%，卖出3910.95万元，占比6.88%；大单买入1.52亿元，占比26.77%，卖出1.24亿元，占比21.76%。 紫光国微今年以来股价涨27.94%，近5个交易日涨6.03%，近20日涨19.86%，近60日涨28.68%。 今年以来紫光国微已经2次登上龙虎榜，最近一次登上龙虎榜为4月 ...

机构评级来看，近一个月该股获5家机构买入评级。预计目标价最高的是华泰证券，8月19日华泰证券发 布的研报给予公司目标价107.30元。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 紫光国微8月21日披露，截至8月20日公司股东户数为154193户，较上期（8月10日）减少11676户，环比 降幅为7.04%。这已是该公司股东户数连续第13期下降。 证券时报·数据宝统计，截至发稿，紫光国微收盘价为80.45元，下跌1.72%，本期筹码集中以来股价累 计上涨5.58%。具体到各交易日，4次上涨，5次下跌。 公司发布的半年报数据显示，上半年公司共实现营业收入30.47亿元，同比增长6.07%，实现净利润6.92 亿元，同比下降6.18%，基本每股收益为0.8206元，加权平均净资产收益率5.44%。 ...

Core Viewpoint - Unisoc's revenue for the first half of 2025 increased by 6.07% year-on-year, with significant growth in the special integrated circuit business, while facing challenges in predicting future orders for 2026 and 2027 [1] Group 1: Financial Performance - In the first half of 2025, Unisoc reported revenue of 3.047 billion yuan, with a net profit attributable to shareholders declining by approximately 6% [1] - The second quarter saw a revenue increase of 97% quarter-on-quarter and 17% year-on-year, with a non-GAAP net profit rising by 451% quarter-on-quarter and 39% year-on-year [1] - Cash flow net amount increased by 420% quarter-on-quarter [1] Group 2: Business Segments - The special integrated circuit business experienced significant growth, with second-quarter revenue reaching 1.059 billion yuan, a 158% increase quarter-on-quarter [1] - The revenue from logic and storage chips in this segment accounted for nearly 95%, indicating a stable structure [1] - The company is focusing on expanding its product categories and market share in the downstream market [1] Group 3: Product Development and Market Strategy - Unisoc is planning to enhance its market promotion for sustainable high-quality development [1] - The eSIM chip has the capability for mass shipment globally, but domestic market activation is pending policy changes [1] - In the automotive electronics sector, the company has launched mass production of automotive safety chip solutions, with millions of units shipped annually [1] Group 4: Future Outlook - The company is exploring potential in digital currency hardware, with development contingent on policy factors [1] - Demand for quartz crystal frequency devices is rising due to the growth in consumer electronics, indicating a stable business outlook [1] - Unisoc is focusing on emerging markets to enhance market share and penetration [1]

"在特种集成电路业务方面，2025年订单整体偏乐观。"紫光国微（002049）高管日前在2025半年度业绩 说明会上表示，目前难以预测2026年及2027年的订单情况，公司将继续丰富产品品类，抢占下游的市 场，不断巩固和提升市场的占有率。另外，eSIM具备批量出货能力，等待政策开放。 今年上半年，紫光国微实现营业收入30.47亿元，同比增长6.07%；归属净利润同比下降约6%，扣非净 利润6.53亿元，同比增长4.39%。据披露，第二季度公司营收环比增长97%、同比增长17%；扣非净利润 环比增长451%、同比增长39%，现金流净额环比增长420%。作为主营业务，公司特种集成电路业务增 长显著，第二季度营业收入为10.59亿元，环比增加158%。 公司高管介绍，在特种集成电路领域，逻辑芯片、存储芯片、总线驱动接口、电源等收入占比接近 95%，其他产品收入占比约5%，各大产品系列的增速基本持平，结构稳定。公司以FPGA、SOC、 SoPC、DSP等核心主控芯片为主，搭配丰富的外围配套产品，形成完整的系统解决方案向用户推广。 另外，交换机芯片批量出货且用户拓宽；AI+视觉感知、中高端MCU研制顺利。 其中，公司F ...

Core Viewpoint - Unisoc reported a net profit of 692 million yuan in the first half of 2025, a decrease of 6.18% year-on-year, indicating challenges in maintaining profitability amidst market pressures [1] Group 1: Financial Performance - The net profit for the first half of 2025 was 692 million yuan, down from the previous year [1] - The decline in profit reflects the impact of pricing pressures on traditional products [1] Group 2: Product Development and Market Position - Unisoc has achieved mass delivery of high-end products in the special integrated circuit sector, including aerospace FPGA and memory products, reinforcing its market position [1] - The company has completed iterations of key products in the special integrated circuit field, including next-generation high-performance FPGAs and aerospace system-level chips, forming a complete aerospace solution [1] - The smart security chip segment has seen breakthroughs with the promotion of new products like eSIM and the E450R bank card chip, with the latter completing its pilot launch [1] Group 3: Technological Advancements - The company launched the SMD2016/2520 high-frequency differential oscillator in the quartz crystal device sector, achieving industry-leading technical specifications [1] - Through technological upgrades and product structure adjustments, Unisoc has consolidated its leading position in strategic areas such as special chips and security chips [1] Group 4: Strategic Outlook - The company is enhancing its development momentum through capital operations while maintaining a leading position in the domestic special integrated circuit market [1] - The investment rating remains "Buy" based on the company's strong competitive edge in the special integrated circuit sector [1]

Core Viewpoint - The report details a special on-site inspection conducted by Bohai Securities on Unisoc Microelectronics Co., Ltd. regarding the improper use of raised funds for project expenditures without following necessary review procedures and disclosure obligations [1][2]. Group 1: Inspection Overview - Bohai Securities, as the sponsor for Unisoc's convertible bond issuance, conducted the inspection following a warning letter from the Hebei Securities Regulatory Bureau due to the company's failure to adhere to regulatory requirements [1][2]. - The company had initially planned to invest a total of 10.5 billion yuan in various projects but later revised this amount to 7.5 billion yuan, reallocating funds to specific projects [1]. Group 2: Fund Usage and Violations - The company utilized raised funds to reimburse its own expenditures on project costs, including equipment and materials, without proper review and disclosure [2][3]. - The company received a warning letter from the Hebei Securities Regulatory Bureau on July 30, 2025, for these violations, which were recorded in the securities market integrity archive [2]. Group 3: Inspection Findings and Remedial Actions - The inspection revealed that the company did not follow the required review procedures and disclosure obligations for the use of raised funds [3]. - In response, the company has committed to improving the accuracy of its information disclosures and has taken steps to ensure compliance with relevant regulations [3][4]. Group 4: Future Plans - Bohai Securities plans to enhance its oversight of the company's use of raised funds and ensure adherence to regulatory requirements moving forward [4].

转自：智通财经 【紫光国微：今年特种集成电路业务订单整体偏向乐观】智通财经8月21日电，紫光国微高管在2025年 半年度业绩说明会上表示，公司特种集成电路业务中模拟芯片占比约为40%至50%，增长速度约在18% 至20%。2025年，在特种集成电路业务方面，从订单角度来讲，整体偏乐观；目前难以预测2026年及 2027年的订单情况。（证券时报） ...