Group 1 - The National Semiconductor Chip Index (980017) has shown a slight increase of 0.06% as of June 6, 2025, with notable gains from stocks such as Zhaoyi Innovation (603986) up by 4.75% and Geke Micro (688728) up by 1.45% [1] - The semiconductor ETF (159813) is experiencing mixed trading, with the latest quote at 0.78 yuan, reflecting a 0.26% increase [2] - Over the past nine trading days, there have been net inflows of funds on six days, totaling 108 million yuan, with an average daily net inflow of 12.05 million yuan [2] Group 2 - The "5th China Integrated Circuit Design Innovation Conference and IC Application Ecological Exhibition" (ICDIA) is scheduled for July 11-12, 2025, in Suzhou, focusing on themes such as AI computing, photonic integrated circuits, and 5G/6G semiconductors [3] - Shanghai Securities maintains a bullish outlook on the electronics sector, predicting a comprehensive recovery in the semiconductor industry by 2025, with an optimistic overall development outlook [3] - The semiconductor ETF closely tracks the National Semiconductor Chip Index, reflecting the market performance of listed companies in the semiconductor industry [3] Group 3 - As of May 30, 2025, the top ten weighted stocks in the National Semiconductor Chip Index account for 66.85% of the index, including companies like SMIC (688981) and Cambrian (688256) [4] - The semiconductor ETF has various connection options, including A, C, and I classes [4]

Core Viewpoint - The company has approved a share repurchase plan to buy back its own A-shares using its own funds, with the aim of using the repurchased shares for employee stock ownership plans or equity incentives [1][2]. Group 1: Share Repurchase Plan - The company will repurchase shares at a price not exceeding RMB 103.39 per share [1]. - The total amount allocated for the repurchase is between RMB 100 million and RMB 200 million [1]. - The implementation period for the repurchase is within 12 months from the board's approval date [1]. Group 2: Progress of Share Repurchase - As of May 31, 2025, the company has not yet repurchased any shares through the designated securities account [1]. - The company will disclose the progress of the share repurchase on a monthly basis during the repurchase period [1]. Group 3: Future Actions - The company plans to implement the repurchase based on market conditions within the specified timeframe [2]. - The company will fulfill its information disclosure obligations in accordance with relevant laws and regulations [2].

| 证券代码：002049 | 证券简称：紫光国微 | 公告编号：2025-044 | | --- | --- | --- | | 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 关于以集中竞价交易方式回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或者重大遗漏。 一、回购公司股份的进展情况 截至2025年5月31日，公司暂未通过回购专用证券账户回购公司股份。 二、其他说明 公司后续将根据市场情况在回购期限内实施回购方案，并按照相关法律、法规、 规章和规范性文件的规定及时履行信息披露义务。敬请广大投资者注意投资风险。 特此公告。 紫光国芯微电子股份有限公司董事会 2025 年 6 月 4 日 紫光国芯微电子股份有限公司（以下简称"公司"）于2025年4月21日召开第八 届董事会第二十二次会议，审议通过《关于以集中竞价交易方式回购公司股份方案 的议案》，同意公司使用自有资金以集中竞价交易方式回购部分公司发行的人民币 普通股（A股）股份，回购的股份全部用于股权激励或员工持股计划。本次回购价格 不超过人民币103.39元 ...

Summary of Key Points Core Viewpoint - The announcement details the interest payment for the convertible bond "Guo Wei Convertible Bond" (国微转债) issued by Unisoc Microelectronics Co., Ltd. for the period from June 10, 2024, to June 9, 2025, with a total interest of RMB 15.00 per bond [1][5]. Group 1: Bond Details - The bond is named "Guo Wei Convertible Bond" with the code 127038, and a total issuance of 1,500 million yuan (15 million bonds) [2]. - The bond was listed on the Shenzhen Stock Exchange on July 14, 2021, and has a maturity period from June 10, 2021, to June 10, 2027 [2]. - The interest rates for the bond are structured as follows: 0.20% for the first year, 0.40% for the second year, 0.60% for the third year, 1.50% for the fourth year, 1.80% for the fifth year, and 2.00% for the sixth year [2][4]. Group 2: Interest Payment Information - The interest payment for the current period is RMB 15.00 per bond, which is inclusive of tax [5][6]. - The interest payment date is set for June 10, 2025, with the record date for bondholders being June 9, 2025 [7][8]. - The company will not withhold taxes for certain foreign investors, while individual investors will have a 20% tax rate applied to their interest income [6][8]. Group 3: Credit Rating - The bond has been rated AA+ by China Chengxin International Credit Rating Co., Ltd., and this rating has been maintained in subsequent reports [4][5].

| 证券代码：002049 | 证券简称：紫光国微 | 公告编号：2025-043 | | --- | --- | --- | | 债券代码：127038 | 债券简称：国微转债 | | 7．下一付息期起息日：2025 年 6 月 10 日。 紫光国芯微电子股份有限公司（以下简称"公司"）于 2021 年 6 月 10 日公 开发行了 1,500 万张可转换公司债券（债券简称：国微转债，债券代码：127038）， 根据《紫光国芯微电子股份有限公司公开发行可转换公司债券募集说明书》（以 下简称《募集说明书》）和《紫光国芯微电子股份有限公司公开发行可转换公司 债券上市公告书》（以下简称《上市公告书》）等有关条款的规定，在"国微转 债"的计息期限内，每年付息一次，现将"国微转债"2024 年 6 月 10 日至 2025 年 6 月 9 日期间的付息事项公告如下： 紫光国芯微电子股份有限公司 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。 可转换公司债券 2025 年付息公告 特别提示： 1."国微转债"将于 2025 年 6 月 10 日按面值支付第四年利息，每 ...

金融界5月30日消息，上证指数低开低走，中证京津冀协同发展主题指数 (CS京津冀，930701)下跌 0.85%，报1357.53点，成交额177.32亿元。 数据统计显示，中证京津冀协同发展主题指数近一个月上涨1.02%，近三个月下跌3.95%，年至今下跌 1.41%。 从指数持仓来看，中证京津冀协同发展主题指数十大权重分别为：凯莱英（3.82%）、唐山港 （3.39%）、鸿远电子（3.34%）、天津港（3.21%）、圣邦股份（3.04%）、北方华创（2.99%）、三一 重工（2.93%）、万通发展（2.93%）、紫光国微（2.9%）、九安医疗（2.89%）。 从中证京津冀协同发展主题指数持仓的市场板块来看，深圳证券交易所占比52.51%、上海证券交易所 占比47.49%。 从中证京津冀协同发展主题指数持仓样本的行业来看，信息技术占比28.65%、工业占比27.43%、医药 卫生占比22.57%、原材料占比11.26%、房地产占比10.09%。 资料显示，指数样本每季度调整一次，样本调整实施时间分别为每年3月、6月、9月和12月的第二个星 期五的下一交易日。每次调整的样本比例一般不超过20%。权重因子随样本 ...

Event Overview - The 2025 MWC Shanghai Mobile Communication Conference will be held from June 18 to 20, 2025, serving as a key platform for showcasing the latest developments and strategies in the mobile industry in China and the Asia-Pacific region [1] - MWC is one of the largest and most influential exhibitions in the global mobile communication field, featuring leading companies, experts, government departments, and decision-makers [1] Key Themes and Agenda - The conference will focus on four main themes: Artificial Intelligence+, 5G Integration, Empowering Connectivity, and Industry Connectivity, with industry leaders delivering keynote speeches [1] - A detailed agenda includes various summits and sessions, such as the IoT Summit and Open Gateway Summit, scheduled throughout the event [2] Industry Growth Projections - According to the GSMA's report on the mobile economy in the Asia-Pacific region, the mobile industry is expected to contribute over $1 trillion by 2030, with growth rates in the region anticipated to exceed the global average due to the accelerated application of 5G technology [3] Historical Performance of Leading Companies - ZTE Corporation announced ten innovative products and solutions related to 5G-A during the MWC 2024, experiencing a continuous rise in stock prices before and during the conference [4] Participating Companies - Notable speakers at the conference will include executives from major companies such as Meige Intelligent, Unisoc, ZTE, China Mobile, and China Unicom, among others [6]

Core Viewpoint - The credit rating of Unisoc Microelectronics Co., Ltd. is maintained at AA+k with a stable outlook, reflecting its leading position in the smart security chip and special integrated circuit design sectors, along with a diverse product range and application fields [11][12][13]. Financial Overview - Total assets of Unisoc Microelectronics reached 180.66 billion yuan in 2023, with total liabilities at 63.35 billion yuan and total debt at 23.98 billion yuan [6][10]. - The company reported a total revenue of 75.76 billion yuan in 2023, with a net profit of 25.35 billion yuan [10][31]. - The operating cash flow for 2023 was 17.69 billion yuan, indicating strong cash generation capabilities [10]. Industry Context - The semiconductor industry is experiencing a cyclical recovery, with the global semiconductor market expected to reach a sales figure of 1.75 trillion yuan in 2024, driven by domestic demand and policy support [12][14]. - The domestic integrated circuit design industry is projected to grow by 11.9% year-on-year in 2024, with a total sales revenue of 646 billion yuan [14][23]. Company Strategy - Unisoc plans to expand its product categories in the special integrated circuit business and enhance production efficiency and supply chain capabilities [15][16]. - The company aims to maintain its leading position in the smart security chip market while exploring new business areas, particularly in automotive electronics [15][16]. Market Position - Unisoc holds a significant market share in various segments of the smart security chip market, including SIM card chips and financial IC card chips, and is recognized as a key supplier for the second-generation ID card chips in China [23][24]. - The company has a diverse product portfolio with over 700 varieties in the special integrated circuit sector, catering to various specialized industries [16][24]. Risks and Challenges - The company faces challenges such as declining inventory turnover rates and a decrease in sales volume due to market demand fluctuations [21][22]. - The special integrated circuit business has been impacted by a downturn in demand, leading to a drop in both volume and price [21][22]. Research and Development - Unisoc has maintained a strong focus on R&D, with a research investment of 16.28 billion yuan in 2023, accounting for 21.5% of its revenue [26][27]. - The company has filed 85 invention patents and 19 utility model patents in the past year, showcasing its commitment to innovation [24][26].

紫光国芯微电子股份有限公司 公开发行可转换公司债券跟踪评级报 告（2025） 编号：信评委函字[2025]跟踪 0253 号 表 1： 紫光国芯微电子股份有限公司 公开发行可转换公司债券跟踪评级报告（2025） 声 明 中诚信国际信用评级有限责任公司 2025 年 5 月 27 日 2 本次评级为委托评级，中诚信国际及其评估人员与评级委托方、评级对象不存在任何其他影响本次评级行为独立、 客观、公正的关联关系。 本次评级依据评级对象提供或已经正式对外公布的信息，以及其他根据监管规定收集的信息，中诚信国际按照相关 性、及时性、可靠性的原则对评级信息进行审慎分析，但中诚信国际对于相关信息的合法性、真实性、完整性、准 确性不作任何保证。 中诚信国际及项目人员履行了尽职调查和诚信义务，有充分理由保证本次评级遵循了真实、客观、公正的原则。 评级报告的评级结论是中诚信国际依据合理的内部信用评级标准和方法、评级程序做出的独立判断，未受评级委托 方、评级对象和其他第三方的干预和影响。 本评级报告对评级对象信用状况的任何表述和判断仅作为相关决策参考之用，并不意味着中诚信国际实质性建议任 何使用人据此报告采取投资、借贷等交易行为， ...

Core Viewpoint - The cloud gaming industry continues to lead the market, with significant gains in the information security and big data sectors, as evidenced by the performance of related ETFs [1] Group 1: ETF Performance - Several ETFs related to big data have shown a half-day increase of over 1%, with specific ETFs like the Information Security ETF (159613) and the Big Data Industry ETF (516700) rising by 1.59% and 1.51% respectively [2][3] - The Information Security ETFs (159613 and 562920) have small scales, with half-day trading volumes below 10 million yuan, tracking the CSI Information Security Theme Index [3] Group 2: Index Composition - The CSI Information Security Theme Index includes listed companies involved in information security technology, products, and services, reflecting the overall performance of securities in the information security sector [4] - Major stocks in the CSI Information Security Theme Index include Inspur Information (5.78%), Unisoc (5.39%), and Hikvision (5.02%) [5] Group 3: Big Data Sector - The Big Data Industry ETF (516700), Big Data ETF (515400), and Data ETF (516000) also experienced gains exceeding 1%, with the Big Data ETF (515400) having a large scale of 2.3 billion shares and a half-day trading volume of 96.73 million yuan [6] - The CSI Big Data Industry Index selects companies involved in big data storage, analysis, operations, and applications, reflecting the overall performance of securities in the big data sector [6][7] - Key stocks in the CSI Big Data Industry Index include iFlytek (9.23%), Inspur Information (8.72%), and Unisoc (6.22%) [7]