Group 1 - The core viewpoint of the news is that Tongfu Microelectronics (002156) has shown a positive performance in stock price and financial results as of August 12, 2025, with a closing price of 28.7 yuan, up 4.55% [1] - The company reported a total operating revenue of 6.092 billion yuan for Q1 2025, representing a year-on-year growth of 15.34% [1] - The net profit attributable to shareholders for the same period was 101 million yuan, an increase of 2.94% year-on-year, while the non-recurring net profit was 104 million yuan, up 10.19% [1] Group 2 - The company has a liquidity ratio of 0.881 and a quick ratio of 0.661, indicating its short-term financial health [1] - The debt-to-asset ratio stands at 60.58%, reflecting the proportion of the company's assets that are financed by debt [1] - Tongfu Microelectronics has made investments in 21 companies and participated in 66 bidding projects, showcasing its active engagement in the market [2]

作者：金股通 截至8月12日午后一小时，主力资金流入前20的股票分别为：寒武纪U（19.14亿元）、中国长城（10.45 亿元）、新易盛（7.10亿元）、福日电子（5.66亿元）、中际旭创（5.42亿元）、浪潮信息（5.11亿 元）、海光信息（4.73亿元）、N广建科（4.18亿元）、赛力斯（4.10亿元）、通富微电（4.05亿元）、 神州泰岳（3.89亿元）、中电鑫龙（3.70亿元）、沃尔核材（3.57亿元）、海立股份（3.50亿元）、中芯 国际（3.31亿元）、工业富联（3.30亿元）、凯美特气（3.00亿元）、国盛金控（2.82亿元）、江特电机 （2.80亿元）、四方精创（2.66亿元）。 本文源自：金融界 ...

Core Viewpoint - The semiconductor industry in A-shares is experiencing a downturn due to the cyclical nature of the sector and slow recovery in consumer electronics demand, leading to widespread declines in net profits among listed companies. However, some leading firms have shown signs of recovery in the second quarter, driven by sectors like artificial intelligence, automotive electronics, and power grids. Group 1: Semiconductor Design Companies - Chip design companies are accelerating inventory reduction, with many reporting a decline in performance in the first half of the year, but some have stabilized and shown growth in the second quarter [2][3] - Rockchip, a leader in AIoT chips, expects revenue of approximately 858 million yuan, a year-on-year decrease of about 31%, but a sequential growth of around 60% in the second quarter [2] - GigaDevice, a leader in Nor Flash memory, anticipates a net profit of about 340 million yuan, down over 70% year-on-year, but with a nearly 30% increase from the first quarter [2] Group 2: Fingerprint Recognition and Wireless Chip Companies - Goodix, a leader in fingerprint recognition chips, expects revenue of about 2.02 billion yuan, a year-on-year increase of approximately 10.5%, but a net loss of about 137 million yuan [3] - Broadcom Integrated anticipates a net loss of between 64.8 million and 43.3 million yuan for the first half of 2023, with some improvement in the second quarter [3] - Zhaoxin Microelectronics, heavily reliant on the mobile market, expects a revenue decline of 25.48% year-on-year, with a net profit decrease of 50.01% to 55.06% [3] Group 3: Packaging and Testing Companies - Packaging and testing companies are showing significant sequential growth, with Tongfu Microelectronics reporting revenue of approximately 9.909 billion yuan, a year-on-year increase of 3.58%, but a net loss of 17 to 19.8 million yuan [7] - Longji Technology, a leading packaging and testing company, expects a net profit of 446 to 546 million yuan, a year-on-year decrease of 64.65% to 71.08%, but a significant increase in the second quarter [8] - Crystal Technology anticipates a net profit of 70 to 80 million yuan, a year-on-year decline of 58.11% to 63.35%, but expects to double its profit in the second quarter compared to the first [9] Group 4: Equipment Companies - Despite the overall semiconductor sector being in a downturn, equipment companies are experiencing rapid growth, with North Huachuang reporting revenue of 7.82 to 8.95 billion yuan, a year-on-year increase of 43.65% to 64.41% [10] - Zhongwei Company, a leader in etching equipment, expects revenue of approximately 2.527 billion yuan, a year-on-year increase of about 28.13%, with a net profit increase of 109.49% to 120.18% [11] - Wan Ye Enterprises is increasing its focus on integrated circuits, expecting a net profit of about 118 million yuan, a year-on-year increase of approximately 316% [12]

Group 1 - The China Securities Consumer Electronics Theme Index (931494) has risen by 2.18% as of August 12, 2025, with notable increases in constituent stocks such as Cambrian (688256) up 20.00%, Chipone (688521) up 7.43%, and Industrial Fulian (601138) up 7.21% [1] - The Consumer Electronics ETF (561600) has increased by 2.12%, with the latest price reported at 0.92 yuan [1] - The index tracks 50 listed companies involved in component production and brand design in the consumer electronics sector, reflecting the overall performance of these securities [1] Group 2 - As of July 31, 2025, the top ten weighted stocks in the China Securities Consumer Electronics Theme Index account for 51.57% of the index, including Luxshare Precision (002475), SMIC (688981), BOE Technology (000725), and Cambrian (688256) [1]

北京大成（南通）律师事务所 关于通富微电子股份有限公司 法律意见书 大成证字[2025]第 67 号 北 京 大 成 (南 通 )律 师 事 务 所 江苏省南通市工农南路155号印象城写字楼20楼（226004） Tel: 0513-85119000 Fax: 0513-85119001 法律意见书——通富微电子股份有限公司 2025 年第一次临时股东会 北京大成（南通）律师事务所 关于通富微电子股份有限公司 大成证字[2025]第 67 号 致：通富微电子股份有限公司 本所及经办律师依据《证券法》《律师事务所从事证券法律业务管理办法》 和《律师事务所证券法律业务执业规则（试行）》等规定及本法律意见书出具日 以前已经发生或者存在的事实，严格履行了法定职责，遵循了勤勉尽责和诚实信 用原则，进行了充分的核查验证，保证本法律意见所认定的事实真实、准确、完 整，所发表的结论性意见合法、准确，不存在虚假记载、误导性陈述或者重大遗 漏，并承担相应法律责任。 本所律师根据《股东会规则》第六条的要求，按照律师行业公认的业务标准、 道德规范和勤勉尽责的精神，对本次股东会所涉及的有关事项和相关文件进行了 必要的核查和验证，出席了 ...

证券代码：002156 证券简称：通富微电 公告编号：2025-036 （一）会议召开情况 现场会议召开时间：2025 年 8 月 11 日下午 14：30； 网络投票时间：2025 年 8 月 11 日。通过深圳证券交易所交易系统进行网络 投票的时间为 2025 年 8 月 11 日的交易时间，即上午 9:15-9:25、9:30-11:30 和 下午 13:00-15:00；通过深圳证券交易所互联网投票系统投票的时间为 2025 年 号） 《上市公司股 东大会规则》《深圳证券交易所股票上市规则》及公司章程等法律、法规及规范 性文件的规定。 特别提示： 本次股东大会未出现增加、否决或变更提案的情形，也未涉及变更前次股东 大会决议的情形。 通富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。 一、会议召开和出席情况 本议案采用累积投票制投票表决，经审议，袁训先生、张昊玳女士当选为公 司第八届董事会非独立董事，任期自股东大会选举产生之日起至第八届董事会任 期届满之日止。董事会中兼任公司高级管理人员以及由职工代表担任的董事人数 总计未超过公司董事 ...

特别提示： 本次股东大会未出现增加、否决或变更提案的情形，也未涉及变更前次股东 大会决议的情形。 一、会议召开和出席情况 证券代码：002156 证券简称：通富微电 公告编号：2025-036 通富微电子股份有限公司 2025 年第一次临时股东大会决议公告 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。 （一）会议召开情况 1、召开时间： 现场会议召开时间：2025 年 8 月 11 日下午 14：30； 网络投票时间：2025 年 8 月 11 日。通过深圳证券交易所交易系统进行网络 投票的时间为 2025 年 8 月 11 日的交易时间，即上午 9:15-9:25、9:30-11:30 和 下午 13:00-15:00；通过深圳证券交易所互联网投票系统投票的时间为 2025 年 8 月 11 日上午 9:15-下午 15:00 期间的任意时间。 2、召开地点：通富微电子股份有限公司会议室（江苏省南通市崇川路 288 号） 3、召开方式：现场会议和网络投票相结合方式 4、会议召集人：公司董事会 5、会议主持人：公司董事长石磊先生 6、本次临时股东大会的召集、 ...

北京大成 （南通） 律师事务所 关于通富微电子股份有限公司 2025 年第一次临时股东会的 法 律 意 见 书 大成证字[2025]第 67 号 北 京 大 成 (南 通 )律 师 事 务 所 江苏省南通市工农南路155号印象城写字楼20楼（226004） 20F, Incity Office Tower, 155 South Gongnong Road, Nantong, Jiangsu Tel: 0513-85119000 Fax: 0513-85119001 法律意见书——通富微电子股份有限公司 2025 年第一次临时股东会 北京大成（南通）律师事务所 关于通富微电子股份有限公司 2025 年第一次临时股东会的法律意见书 大成证字[2025]第 67 号 致：通富微电子股份有限公司 根据《中华人民共和国证券法》（以下简称"《证券法》"）、《中华人民 共和国公司法》（以下简称"《公司法》"）和中国证券监督管理委员会《上市 公司股东会规则》（以下简称"《股东会规则》"）等法律、法规和其他有关规 范性文件的要求，北京大成（南通）律师事务所（以下简称"本所"）接受通富 微电子股份有限公司（以下简称"公司"）的委 ...

| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300476 | 胜宏科 技 | 5.24 | 4.10 | 66325.22 | 9.39 | | 002600 | 领益智 造 | 4.32 | 3.07 | 19968.11 | 9.63 | | 002938 | 鹏鼎控 股 | 3.03 | 1.80 | 13777.45 | 6.42 | | 002156 | 通富微 电 | 2.43 | 2.93 | 12815.47 | 10.52 | | 300602 | 飞荣达 | 1.15 | 15.01 | 10056.30 | 6.03 | | 688327 | 云从科 技 | 8.82 | 9.77 | 9916.17 | 7.43 | | 603936 | 博敏电 | 6.11 | 10.32 | 8008.99 | 11.67 | | | 子 | | | | | | 301308 | 江波龙 | 1.81 | ...

Industry News - The People's Bank of China has increased its gold reserves for the ninth consecutive month, with reserves reaching 73.96 million ounces (approximately 2300.41 tons) as of the end of July, marking a month-on-month increase of 60,000 ounces (approximately 1.86 tons) [3] - The Ministry of Industry and Information Technology, along with six other departments, has released implementation opinions to promote innovation and development in the brain-computer interface industry, aiming for breakthroughs in key technologies by 2027 [3] - As of August 7, southbound funds have accumulated a net purchase of 894.528 billion Hong Kong dollars this year, exceeding the total for the entire year of 2024 by 111%, setting a new historical high [3] - The world's first fully integrated intelligent robot 4S store, Robot Mall, is set to officially open on August 8, providing functions similar to traditional car 4S stores, including sales, parts supply, after-sales service, and information feedback [3] Company News - Upwind New Materials announced a net profit of 29.9004 million yuan for the first half of the year, a year-on-year decrease of 32.91% [6] - SMIC reported second-quarter revenue of 2.21 billion USD, a year-on-year increase of 16%, and expects third-quarter revenue to grow by 5% to 7% quarter-on-quarter, with a gross margin between 18% and 20% [6] - Seres announced that its new energy vehicle sales in July reached 44,581 units, a year-on-year increase of 5.7% [12] - China Mobile reported a net profit of 84.2 billion yuan for the first half of the year, with an interim dividend of 2.75 Hong Kong dollars per share [12]