Core Viewpoint - The controlling shareholder, Nantong Huada Microelectronics Group Co., Ltd., holding 19.79% of Tongfu Microelectronics, plans to reduce its stake by up to 15.176 million shares, representing no more than 1% of the company's total shares, within three months after the announcement of the reduction plan [1] Group 1 - The share reduction will be executed through centralized bidding [1] - The reduction is primarily for the company's operational management needs [1] - The shares to be reduced are sourced from those held before the initial public offering [1] Group 2 - The selling price will be determined based on the market price at the time of the reduction [1]

Group 1 - The controlling shareholder, Nantong Huada Microelectronics Group Co., Ltd., plans to reduce its stake in Tongfu Microelectronics (002156) by up to 15.176 million shares, which represents no more than 1% of the company's total shares [1]

Group 1 - The controlling shareholder, Nantong Huada Microelectronics Group Co., Ltd., plans to reduce its stake in Tongfu Microelectronics by up to approximately 15.18 million shares, which represents about 19.79% of the company's total shares [1][1][1] - For the first half of 2025, Tongfu Microelectronics reported that integrated circuit packaging and testing accounted for 96.98% of its revenue, while sales of molds and materials made up 3.02% [1][1][1] - As of the report date, Tongfu Microelectronics has a market capitalization of 65 billion yuan [1][1][1]

2025年10月16日通富微电子发布公告，持股19.79%的控股股东南通华达微电子集团股份有限公司，计 划在公告发布15个交易日后的3个月内（2025年11月10日至2026年2月7日），以集中竞价方式减持不超 15,175,969股，即不超公司股份总数的1%。减持原因是自身经营管理需要，股份源于首次公开发行前股 份，减持价格按市场价定。本次减持计划实施有不确定性，且不会导致公司控股股东及实控人变化，不 影响公司治理及经营。 ...

证券代码：002156 证券简称：通富微电 公告编号：2025-043 通富微电子股份有限公司 大股东减持股份预披露公告 持股 5%以上的控股股东南通华达微电子集团股份有限公司保证向本公司提 供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有通富微电子股份有限公司（以下简称"公司"或"本公司"）股份 300,344,715 股（占公司总股本比例 19.79%）的控股股东南通华达微电子集团股 份有限公司（以下简称"华达集团"）计划在本减持计划公告发布之日起 15 个交 易日后的 3 个月内（即 2025 年 11 月 10 日至 2026 年 2 月 7 日），以集中竞价方 式减持持有的公司股份不超过 15,175,969 股（即不超过公司股份总数的 1%）。 一、股东基本情况 2、股份来源：首次公开发行前股份。 3、拟减持股份数量及比例：以集中竞价方式减持本公司股份不超过 15,175,969 股（即不超过公司股份总数的 1%）。 4、减持方式：集中竞价。 5、减持期间：在本减持计划公告发布之日起 15 个交 ...

Market Overview - The large fund concept sector experienced a decline of 0.89% on October 16, with Tai Lingwei leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Notable gainers in the large fund concept sector included: - Baiwei Storage (688525) with a closing price of 113.55, up 8.76% and a trading volume of 403,700 shares, totaling 4.577 billion yuan [1] - Jiangbolong (301308) closed at 181.63, up 7.16% with a trading volume of 273,000 shares, totaling 4.927 billion yuan [1] - Zhongjuxin (688549) closed at 10.19, up 5.05% with a trading volume of 740,600 shares, totaling 757 million yuan [1] - Major decliners included: - Tai Lingwei (688891) closed at 51.40, down 7.04% with a trading volume of 181,300 shares [2] - Xingfa Group (600141) closed at 27.28, down 6.67% with a trading volume of 407,000 shares [2] - Zhichun Technology (603690) closed at 34.57, down 6.57% with a trading volume of 806,600 shares [2] Capital Flow - The large fund concept sector saw a net outflow of 2.121 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.392 billion yuan [2][3] - Specific stock capital flows indicated: - Baiwei Storage had a net inflow of 220 million yuan from institutional investors, while retail investors had a net inflow of 92.83 million yuan [3] - Jiangbolong experienced a net outflow of 245 million yuan from retail investors [3] - Deep Technology (000021) had a net inflow of 134 million yuan from institutional investors [3]

Core Viewpoint - Sanjia Technology (600520) provides various equipment required in the semiconductor device and integrated circuit packaging processes, indicating its role in the semiconductor industry [1] Company Summary - Sanjia Technology's products are primarily used in semiconductor integrated circuit packaging equipment and molds, highlighting its focus on the semiconductor sector [1] Industry Summary - The company collaborates with Tongfu Microelectronics (002156) to supply semiconductor integrated circuit packaging equipment, reflecting the interconnected nature of the semiconductor supply chain [1]

Group 1 - The storage chip sector is experiencing a strong rebound, with significant stock price increases in the US and South Korea, including SanDisk up 13%, Western Digital up 6.5%, and Micron up 2.61% [1] - Weekly price increases for storage products have been notable, with DDR4 16Gb 3200 rising by 47%, DDR4 RDIMM 16GB 3200 increasing by 66.67%, and SSD products seeing an approximate 18% rise [1] - The semiconductor index (980017) has shown a positive trend, with notable increases in component stocks such as Zhaoyi Innovation up 4.96% and Tongfu Microelectronics up 4.52% [1] Group 2 - As of September 30, 2025, the top ten weighted stocks in the semiconductor index (980017) include Cambricon, SMIC, and Haiguang Information, collectively accounting for 71.38% of the index [2]

活动现场（崇川区委宣传部供图） 据了解，民营企业200强榜单的评选，主要依据是2024年度营业收入，本次入围门槛为79亿元，比上年 度增加1.89亿元。南通23家入围企业2024年度营业收入总额达到6765亿元，资产总额3129亿元，利润总 额199亿元，出口总额231亿元。南通入围企业缴税总额138亿元，年缴税超10亿元的企业有5家。吸纳就 业总数超46万，员工超1万人以上的企业13家。南通入围省民营企业200强企业为南通市产业高质量发 展、科技创新、税收稳定、吸纳就业等做出了积极贡献。（来源：崇川区委宣传部） 榜单显示，此次评选中南通有23家企业入围江苏民营企业200强榜单，崇川共有5家企业入围，分别是： 南通化工轻工股份有限公司、南通建工集团股份有限公司、通富微电子股份有限公司、南通华荣建设集 团有限公司、江苏文峰集团有限公司，位居全市前列。此外通富微电同时入围制造业100强榜单和研发 投入100家榜单，江苏韩通集团有限公司入围研发投入100家榜单。 10月12日，江苏省工商联在徐州召开2025江苏民营企业百强发布暨徐州产业发展推介会。会上发布 了"2025江苏民营企业200强""2025江苏民营企业制 ...

Core Insights - On October 14, the Shanghai Composite Index fell by 0.62%, with institutional investors appearing on the trading lists of 32 stocks, net buying 14 and net selling 18 [1][2]. Institutional Trading Summary - The stock with the highest net buying by institutional seats was Kaimete Gas, which closed up 4.39% with a turnover rate of 33.39% and a transaction volume of 6.594 billion [2][5]. - Other notable stocks included Lihexing, which rose by 5.28% with a turnover rate of 54.39% and a transaction volume of 3.927 billion, and Hezhuan Intelligent, which increased by 5.81% with a turnover rate of 43.36% and a transaction volume of 5.948 billion [2][5]. - The average increase for stocks with net institutional buying was 1.62%, outperforming the Shanghai Composite Index [3]. Net Selling Analysis - The stock with the highest net selling by institutions was Zhichun Technology, with a net selling amount of 376.603 million, and a turnover rate of 31.40% [3][6]. - Other significant net sellers included Tongfu Microelectronics and Xingye Yinxin, with net selling amounts of 275.949 million and 256.934 million, respectively [3][4][6]. Stock Performance Metrics - The stocks that saw the most significant institutional net buying included: - Kaimete Gas: +4.39%, turnover rate 33.39%, net buying 192.6113 million [5]. - Lihexing: +5.28%, turnover rate 54.39%, net buying 75.1071 million [5]. - Hezhuan Intelligent: +5.81%, turnover rate 43.36%, net buying 68.458 million [5]. - Conversely, the stocks with the highest net selling included: - Zhichun Technology: -10.01%, turnover rate 31.40%, net selling 376.603 million [6]. - Tongfu Microelectronics: -9.99%, turnover rate 14.92%, net selling 275.949 million [6]. Cross-Market Activity - On October 14, 19 stocks on the trading list had appearances from the Shenzhen-Hong Kong Stock Connect, with net buying seen in stocks like Zhejiang Rongtai and Shanzi Gaoke, amounting to 196.228 million and 126.184 million, respectively [7][8]. - Notable net sellers included Tongfu Microelectronics and Zhongtai Automobile, with net selling amounts of 263.7608 million and 111.8476 million, respectively [7][8].