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]

Group 1: Company Announcements - Tengjing Technology has terminated the issuance of shares and cash payment for asset acquisition due to changes in market conditions and difficulties in reaching an agreement with transaction parties [1] - Tongyuan Environment has won a joint bid for the comprehensive treatment project of municipal solid waste in Salting County, with a total bid amount of 154 million yuan, and the company's expected share is 123 million yuan [2] - Huakang Co. plans to transfer 9.8809 million shares of Ningbo Traditional Chinese Medicine for a total price of 24.8998 million yuan, after which it will no longer hold any shares in the company [3] Group 2: Sales and Financial Performance - Seres reported a 5.7% year-on-year increase in new energy vehicle sales in July, totaling 44,581 units, while cumulative sales for the year have decreased by 10.87% to 216,700 units [4] - Xiantan Co. achieved chicken product sales revenue of 511 million yuan in July, with sales volume of 59,600 tons, reflecting year-on-year changes of 18.19% and 24.92% respectively [7] - Lidong Group's subsidiaries have received project notifications from two major clients, with expected total sales of approximately 1.643 billion yuan over the project lifecycles [8] Group 3: Procurement and Investment - Geler Software plans to raise no more than 283 million yuan through a private placement to fund projects related to quantum-resistant password technology and data space platform development [6] - GCL-Poly Energy's subsidiary has signed a framework contract to purchase silicon materials from Zhongneng Silicon Industry, with a total procurement amount expected to be no more than 450 million yuan [8] - Lihexing intends to raise no more than 168 million yuan through a private placement for semiconductor equipment precision component development and working capital [10] Group 4: Shareholding Changes - Tongfu Microelectronics announced that the National Integrated Circuit Industry Investment Fund reduced its shareholding by 13.1424 million shares, decreasing its ownership from 7.77% to 6.91% [9]

Group 1: Company Performance - SMIC reported Q2 revenue of $2.21 billion, a 16% year-over-year increase, but a 1.7% decrease quarter-over-quarter [1] - China Mobile achieved a net profit of 84.2 billion yuan in the first half of 2025, a 5% year-over-year increase, with a mid-term dividend of 2.75 HKD per share, up 5.8% [2] - Huahong Semiconductor's Q2 revenue was $566.1 million, an 18.3% year-over-year increase, with Q3 revenue guidance of $620 million to $640 million [3] Group 2: Business Operations and Developments - Chuangzhong Technology clarified that it does not engage in the production of liquid-cooled servers, only participating in testing platforms, with no revenue generated from this segment in H1 2025 [4] - Shuo Beid announced it has sent samples of liquid-cooled server plates to Taiwanese clients, but the ability to pass testing and achieve mass production remains uncertain [5] - Furi Electronics stated that its subsidiary provides JDM/OEM services for service robots, but this revenue accounts for less than 1% of the company's total revenue [6] Group 3: Industry Trends and Market Movements - Sales of new energy vehicles by Seres reached 44,581 units in July, reflecting a 5.7% year-over-year increase [7] - Longyuan Power completed a power generation of 6,328.76 MWh in July, marking a 2.44% year-over-year growth [8] - Jianglong Shipbuilding won a bid for the "Blue Granary" marine economic development project, indicating ongoing infrastructure investments [8]

Core Viewpoint - A total of 19 A-share listed companies have disclosed share reduction plans, with no companies announcing share increases on the same day [1]. Group 1: Share Reduction Details - Weilon Co., Ltd. plans to reduce no more than 0.7664% of its shares by the controlling shareholder's concerted action [2]. - Gongchuang Turf's shareholders plan to reduce no more than 0.80% of the total shares [2]. - Yujing Co., Ltd. will see a reduction of 1.12% of shares by its controlling shareholder and actual controller Yang Yuhong [2]. - Xiangxin Technology's controlling shareholder and actual controller will reduce 801,300 shares [2]. - Hengji Daxin's controlling shareholder Zhuhai Shiyou intends to reduce no more than 3% of the company's shares [2]. - Hengli Hydraulic's shareholder Shennuo Technology plans to reduce no more than 3% of the company's shares [2]. - Cangzhou Mingzhu's shareholder Junyue Rixin 17 plans to reduce no more than 1.00% of the company's shares [2]. - Tongfu Microelectronics' major fund reduced 13.1424 million shares, bringing its holding ratio down to 6.91% [2]. - Xianheng International's shareholder Goldman Sachs Asia Strategic plans to reduce no more than 12.3 million shares, accounting for no more than 3% [2]. - Hongsheng Co., Ltd.'s shareholder Changzhou Zhongke plans to reduce no more than 2.8594% of the company's shares [2]. - Dongfang Guoxin's controlling shareholder reduced 1.63% of the company's shares on August 6 [2]. - Linuo Pharmaceutical's shareholder plans to reduce no more than 3% of the company's shares [2]. - Yinlun Co., Ltd.'s directors and executives plan to reduce no more than 964,000 shares [2]. - Sanwei Xinan's Zhongwang Investment plans to reduce no more than 1% of the company's shares [2]. - Xue Neng Technology's shareholder Shanghang Xingyuan plans to reduce no more than 1.9832% of the company's shares [2]. - Zhongyan Co., Ltd.'s shareholder Wang Xiuyun plans to reduce no more than 1% of the company's shares [2]. - Zhongyou Technology's director Zhang Zhanguan plans to reduce no more than 0.0009% of the company's shares [2]. - Ruifeng Bank's Antu Automobile plans to reduce no more than 1.20% of the company's shares [2]. - Aili Home's directors and senior management plan to reduce no more than 0.108% of the company's shares [2].

（编辑 袁冠琳） 证券日报网讯 通富微电8月7日在互动平台回答投资者提问时表示，公司主营集成电路封装测试业务， 公司客户资源覆盖国际巨头企业以及各个细分领域龙头企业，大多数世界前20强半导体企业和绝大多数 国内知名集成电路设计公司都已成为公司客户。 ...

通富微电(002156.SZ)公告，公司股东国家集成电路产业投资基金股份有限公司在2025年7月18日至2025 年8月6日期间，通过大宗交易方式合计减持公司股份1314.24万股，本次减持前持股比例为7.77%，减持 后持股比例为6.91%。 ...

证券代码：002156 证券简称：通富微电 公告编号：2025-035 通富微电子股份有限公司 关于持股 5%以上股东股份变动比例触及 1%整数倍的公告 现公司收到产业基金出具的《关于通富微电子股份有限公司股份变动触及 1% 整数倍的告知函》，产业基金在 2025 年 7 月 18 日至 2025 年 8 月 6 日期间，通过 大宗交易方式合计减持公司股份 13,142,400 股，本次减持前持股比例为 7.77%， 减持后持股比例为 6.91%，具体减持及权益变动情况如下： | 1.基本情况 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | 国家集成电路产业投资基金股份有限公司 | | | | | | | 住所 | 北京市北京经济技术开发区景园北街 2 号 52 | 幢 | 7 | 层 | 718 | 室 | | 权益变动时间 | 2025 年 7 月 18 日-2025 年 8 月 6 日 | | | | | | 权益变动过程 因自身经营管理需要，公司股东国家集成电路产业投资基 金股份有限公司于 2025 年 7 月 ...

通富微电公告称，公司股东国家集成电路产业投资基金股份有限公司在2025年7月18日至8月6日期间， 通过大宗交易方式减持公司股份1314.24万股，减持后持股比例降至6.91%。 （文章来源：第一财经） ...

Group 1 - The core transaction involved Tongfu Microelectronics, with a block trade of 1.4324 million shares [1] - The total transaction value was 35.108 million yuan, accounting for 2.48% of the total trading volume on that day [1] - The transaction price was 24.51 yuan per share, representing an 11.61% discount compared to the market closing price of 27.73 yuan [1]

金融界消息 截至2025年8月6日收盘，通富微电（002156）报收于27.73元，上涨1.84%，换手率3.33%， 成交量50.46万手，成交金额13.81亿元。 通富微电最新一期业绩显示，截至2025一季报，公司营业总收入60.92亿元、同比增长15.34%，归属净 利润1.01亿元，同比增长2.94%，扣非净利润1.04亿元，同比增长10.19%，流动比率0.881、速动比率 0.661、资产负债率60.58%。 天眼查商业履历信息显示，通富微电子股份有限公司，成立于1994年，位于南通市，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151759.6912万人民币，实缴资本6914.3459 万人民币。公司法定代表人为石磊。 通过天眼查大数据分析，通富微电子股份有限公司共对外投资了21家企业，参与招投标项目66次，知识 产权方面有商标信息16条，专利信息979条，此外企业还拥有行政许可55个。 来源：金融界 资金流向方面，今日主力资金净流入6520.81万元，占比成交额4.72%。其中，超大单净流入2416.46万 元、占成交额1.75%，大单净流入4104.35万元、占成交 ...