中国经济网北京1月12日讯通富微电（002156）(002156.SZ)1月9日晚间披露的2026年度向特定对象发行 A股股票预案显示，本次向特定对象发行股票募集资金总额不超过440,000.00万元(含本数)，扣除发行费 用后拟全部用于以下项目：存储芯片封测产能提升项目、汽车等新兴应用领域封测产能提升项目、晶圆 级封测产能提升项目、高性能计算及通信领域封测产能提升项目、补充流动资金及偿还银行贷款。 | 序号 | 项目 | 项目投资总额 | 拟使用募集资金 投入 | | --- | --- | --- | --- | | 1 | 存储芯片封测产能提升项目 | 88,837.47 | 80,000.00 | | 2 | 汽车等新兴应用领域封测产能提升项目 | 109,955.80 | 105,500.00 | | ਤੇ | 晶圆级封测产能提升项目 | 74,330.26 | 69,500.00 | | র্ব | 高性能计算及通信领域封测产能提升项目 | 72,430.77 | 62,000.00 | | ર્ | 补充流动资金及偿还银行贷款 | 123,000.00 | 123,000.00 | | | 合计 ...

Key Points - Major asset restructuring plans are underway for several companies, including JiaoYun Co. and Dongzhu Ecology, with significant risks of termination noted for Dongzhu Ecology's restructuring efforts [11][12] - ST KeliDa is set to resume trading on January 12, 2026, following a proposed change in its actual controller [5] - NineLink Technology has terminated its major asset restructuring plans due to disagreements on core transaction terms [6] - Companies like Huazhou Laojiao and others have announced substantial profit distributions and performance forecasts, indicating positive growth trends [8][9][10] Focus Area 1: Asset Restructuring - JiaoYun Co. is planning a major asset swap involving its automotive sales and service segments with assets from its controlling shareholder [11] - Dongzhu Ecology is attempting to acquire control of Kai Rui Xing Tong Information Technology but faces significant termination risks due to valuation disagreements [12] - NineLink Technology has decided to halt its plans to acquire a 51% stake in Chengdu Neng Tong Technology after failing to reach consensus on key transaction details [6] Focus Area 2: Trading Resumption and Risk Warnings - ST KeliDa will resume trading on January 12, 2026, after a proposed change in its actual controller [5] - China First Heavy Industries and Oriental Pearl have issued risk warning announcements regarding their stock trading, highlighting the volatility and lack of revenue from certain projects [3][4] Focus Area 3: Performance Forecasts - Huazhou Laojiao expects a net profit of between 235 million to 271 million yuan for 2025, a significant recovery from a loss in the previous year [8] - China Shipbuilding Defense anticipates a net profit increase of 149.61% to 196.88% for 2025, driven by improved production efficiency and revenue from joint ventures [9] - Daotong Technology projects a net profit of 900 million to 930 million yuan for 2025, reflecting a growth of 40.42% to 45.10% [10]

Macro Economy - The State Council has deployed a package policy for fiscal and financial coordination to promote domestic demand, emphasizing the importance of effective demand expansion and innovative macro-control measures [2] - The National Business Work Conference highlighted the need to accelerate the cultivation of new growth points in service consumption and optimize the implementation of the old-for-new consumption policy [3] - The Ministry of Finance and the State Taxation Administration announced the cancellation of VAT export tax rebates for photovoltaic products starting April 1, 2026, and a reduction in the VAT export tax rebate rate for battery products from 9% to 6% until the end of 2026 [4] Capital Market - The China Securities Regulatory Commission has significantly increased the rewards for whistleblowers reporting violations in the securities and futures markets, with the maximum reward rising to 1 million yuan for major cases [10] - The Shanghai Stock Exchange issued over 130 disciplinary penalties for information disclosure violations in 2025, with a focus on financial fraud and serious violations leading to delisting [11] Industry Dynamics - The first successful flight of the "Tianma-1000" unmanned transport aircraft was reported, which is designed for logistics transport and emergency rescue, showcasing its capabilities in complex terrains [16] - New Jian Transmission, a first-tier supplier for humanoid robots, has initiated its IPO process, indicating strong industry interest due to its connection with Tesla's Optimus supply chain [17] - The domestic first 3D-printed aviation engine has completed its flight test, marking a significant milestone in China's aerospace technology [30] Company News - Tianpu Co., Ltd. is under formal investigation for significant disclosure omissions, raising concerns about its market conduct [33] - Guizhou's Green Land Holdings has projected a net loss of 16 billion to 19 billion yuan for 2025, attributed to declining asset prices and increased promotional efforts [36] - The stock of Guozheng Technology is set to resume trading after a suspension due to abnormal price fluctuations, with an expected net loss for the fiscal year [39]

公众号记得加星标⭐️，第一时间看推送不会错过。 近日，通富微电子股份有限公司（证券代码：002156，简称 "通富微电"）发布 2026 年度向特定对象发行 A 股股票募集资金 使用的可行性分析报告，计划募资不超过 44 亿元，聚焦存储芯片、汽车电子、晶圆级封装、高性能计算及通信等核心领域的产 能提升，并补充流动资金及偿还银行贷款，全面强化公司在半导体封测行业的综合竞争力。 通富微电表示，本次募资项目均围绕主营业务展开，符合国家产业政策与公司发展战略。项目实施后，公司将进一步优化产能 布局、提升技术实力，增强在存储、车载、先进封装等核心领域的竞争力，有效把握下游市场增长机遇。同时，总资产与净资 产规模的增长将提升公司抗风险能力，推动经营业绩与盈利能力持续改善，符合公司及全体股东的长远利益。目前，各项目均 已按规定推进报批程序，为顺利实施奠定坚实基础。 （来源 ：半导体行业观察根据通富微电公告汇总 ） | )ਤੇ 름 | 项目 | 项目投资总额 | 拟使用募集资金 | | --- | --- | --- | --- | | | | | 投入 | | 1 | 存储芯片封测产能提升项目 | 88,837.47 | ...

Core Viewpoint - Tongfu Microelectronics plans to raise up to 4.4 billion yuan through a private placement of A-shares to enhance its capabilities in high-end chip packaging and testing, focusing on four key projects to strengthen its competitive advantage in the semiconductor packaging industry [1][3]. Group 1: Fundraising and Investment Projects - The company aims to invest in four core packaging capacity enhancement projects and supplement working capital, targeting high-growth and high-tech sectors for systematic improvement in packaging capabilities [1][3]. - The projects include enhancements in automotive packaging capacity to meet strict automotive electronic standards, as well as improvements in storage chip packaging for FLASH and DRAM products to align with market trends for high-speed data access and large-capacity storage [3]. Group 2: Industry Position and Market Dynamics - Tongfu Microelectronics is a significant player in the global semiconductor packaging industry, ranking fourth globally and second domestically, with a strong customer base including major companies like AMD, Texas Instruments, and BYD [4]. - The company emphasizes the importance of upgrading key packaging capabilities to ensure high yield and reliability, which are crucial for the performance and delivery of downstream chips [4]. - With the semiconductor industry recovering since 2024, driven by emerging technologies such as AI and automotive electronics, the demand for packaging services is expected to grow significantly, highlighting the critical role of packaging in supporting computational power and system integration [4].

·李强主持召开国务院常务会议部署实施财政金融协同促内需一揽子政策 ·国家将开展外卖行业市场竞争状况调查外卖平台：全力配合竞争调查 ·光伏出口退税将取消行业协会：推动国外市场价格理性回归 ·国务院总理李强1月9日主持召开国务院常务会议，部署实施财政金融协同促内需一揽子政策，研究推行常住地提供基本公共服务有关工作，审议通过 《中华人民共和国自然保护区条例（修订草案）》。会议指出，实施财政金融协同促内需一揽子政策，是扩大有效需求、创新宏观调控的重要举措。要 加强财政政策与金融政策配合联动，充分发挥政策效应，引导社会资本参与促消费、扩投资。围绕促进居民消费，优化实施服务业经营主体贷款、个人 消费贷款贴息政策，推动增加优质服务供给，增强居民消费能力。围绕支持民间投资，实施中小微企业贷款贴息政策，设立民间投资专项担保计划，建 立支持民营企业债券风险分担机制，优化实施设备更新贷款财政贴息政策，进一步降低企业融资门槛和成本。（新华社） ·国务院反垄断反不正当竞争委员会办公室依据《中华人民共和国反垄断法》规定，决定对外卖平台服务行业市场竞争状况开展调查、评估。对此，美 团、淘宝闪购、京东外卖均表示将积极配合。（新华财经） ·财 ...

Wind数据显示，1月10日，A股共5家公司发布定增相关公告。其中2家公司披露股票定增预案，1家定增 预案获股东大会通过，1家定增预案获交易所通过。从当日最新披露定增预案来看，通富微电、美联新 材定增募资预案金额最高，分别拟定增不超44.0亿元、10.0亿元。今年以来，已有5家公司公告定增方案 已完成，3家公司定增金额超10亿元。具体来看，上能电气、深桑达A、泰胜风能定增募资金额最高， 募资总额分别为16.49亿元、12.0亿元、11.76亿元。 ...

1月9日晚间，通富微电公告称，拟向特定对象发行A股股票，募集资金总额不超过44亿元，用于多个业 务领域的封测产能提升，其中存储芯片、汽车、晶圆级、高性能计算及通信这四个领域项目分别拟投入 募集资金8亿元、10.55亿元、6.95亿元和6.2亿元，此外计划将12.3亿元用于补充流动资金及偿还银行贷 款。 从行业来看，随着下游人工智能、新能源汽车、移动智能终端、物联网等领域的技术变革与升级，叠加 半导体领域国产替代的推进，正持续催生对相关芯片的大规模封测需求。通富微电表示，公司产线整体 保持较高产能利用率，产能瓶颈逐步显现。实施本次募集资金投资项目旨在优化公司产能水平及结构布 局，提升公司持续创新能力，实现公司业务升级。 此次募投项目以现有产业化封测平台为基础实施产能提升，针对行业发展趋势，重点围绕存储芯片封 测、车载芯片封测、晶圆级封测以及面向高性能计算与通信芯片的封测能力进行布局，在扩充产能规模 的同时优化产品与工艺结构，提升公司面向高端化产品的封测实力。值得一提的是，多个募投项目的总 投资额均高于实际拟投入的募集资金，可见公司加码相关业务的决心与底气。具体来看： 拟定增募资不超44亿元 通富微电加码封测产能 ...

Group 1 - The company Tongfu Microelectronics (002156) announced that it will hold its first extraordinary general meeting of shareholders for 2026 on January 26, 2026 [1]

Core Viewpoint - Tongfu Microelectronics (002156) plans to issue shares to specific investors, aiming to raise a total of no more than 4.4 billion yuan (including the principal) [1] Group 1: Fundraising Purpose - The funds raised will be used for enhancing packaging and testing capacity for storage chips [1] - The capital will also support packaging and testing capacity improvements in emerging applications such as automotive [1] - Additional allocations include enhancing wafer-level packaging capacity and supporting high-performance computing and communication sectors [1] - A portion of the funds will be used to supplement working capital and repay bank loans [1]