Core Viewpoint - The actual controller of the company, Mr. Xing Yan, along with 29 other individuals, has signed an agreement to transfer 5.7676 million shares of Xinyiyuan Semiconductor Co., Ltd. to Changjiang Industrial Investment Group Co., Ltd., which represents 32.04% of Xinyiyuan's equity [1] Group 1 - The remaining 11.485 million shares held by Mr. Xing and others will have their voting rights entrusted to Changjiang Industrial Group [1] - The remaining shares will also be pledged to Changjiang Industrial Group [1] - The Hubei Provincial State-owned Assets Supervision and Administration Commission has given preliminary approval for Changjiang Industrial Group to acquire actual control of the company [1] Group 2 - After the completion of this equity change, the controlling shareholder will still be Xinyiyuan, but the actual controller will change from Mr. Xing to the Hubei Provincial State-owned Assets Supervision and Administration Commission [1]

证券代码：300046 证券简称：台基股份 公告编号：2025-055 湖北台基半导体股份有限公司 关于控股股东上层股权结构变动完成暨 公司实际控制人变更的公告 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、误导性陈述或者重大遗漏。 一、公司控制权变更事项概述 湖北台基半导体股份有限公司（以下简称"公司"）实际控制人邢雁先生及其 他 29 名自然人（以下简称"出让方"）于 2025 年 6 月 18 日与长江产业投资集团 有限公司（以下简称"长江产业集团"）、襄阳新仪元半导体有限责任公司（以下 简称"新仪元"）签署了《关于襄阳新仪元半导体有限责任公司之股权转让暨控 制权转让协议》、《关于襄阳新仪元半导体有限责任公司之股权表决权委托协议》 和《关于襄阳新仪元半导体有限责任公司之股权质押合同》（以下简称"《股权质 押合同》"），出让方向长江产业集团转让新仪元 5,767,590 股股权（对应新仪元 5,767,590 元注册资本，占新仪元股权比例为 32.04%），并将其持有的剩余新仪元 11,485,010 股股权（对应新仪元 11,485,010 元注册资本，占新仪元股权比例为 6 ...

台基股份回复：公司本次权益变动无需履行经营者集中申报程序。湖北省国资委已出具批复文件，原则 同意长江产业集团通过间接受让方式取得公司实际控股权，具体内容详见公司披露的《关于收到湖北省 国资委批复暨公司控制权拟发生变更事项的进展公告》。谢谢！ 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，台基股份(300046)12月16日在投资者关系平台上答复投资者关心的问题。 投资者提问：尊敬的董秘：您好！经查询贵公司披露的相关信息得知（经核查，本财务顾问认为：上市 公司的权益变动正按相关法律法规要求履行审批程序。）请问本次权益变动是否需要进行市场监督管理 总局审查通过本次投资涉及的经营者集中？证监会核准上市公司变更主要股东的法定时限为3个月。根 据《证券法》第一百二十条，国务院证券监督管理机构需自受理申请之日起3个月内完成审查并作出决 定。本次权益变动进展情况是否可以披露一下信息。谢 ...

有投资者在互动平台向台基股份提问："尊敬的董秘：您好！经查询贵公司披露的相关信息得知（经核 查，本财务顾问认为：上市公司的权益变动正按相关法律法规要求履行审批程序。）请问本次权益变动 是否需要进行市场监督管理总局审查通过本次投资涉及的经营者集中？证监会核准上市公司变更主要股 东的法定时限为3个月。根据《证券法》第一百二十条，国务院证券监督管理机构需自受理申请之日起3 个月内完成审查并作出决定。本次权益变动进展情况是否可以披露一下信息。谢。" 针对上述提问，台基股份回应称："公司本次权益变动无需履行经营者集中申报程序。湖北省国资委已 出具批复文件，原则同意长江产业集团通过间接受让方式取得公司实际控股权，具体内容详见公司披露 的《关于收到湖北省国资委批复暨公司控制权拟发生变更事项的进展公告》。谢谢！" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 ...

Core Viewpoint - Taiji Co., Ltd. has received approval from the Hubei Provincial State-owned Assets Supervision and Administration Commission for the indirect transfer of actual control to Changjiang Industry Group, marking a significant shift in the company's ownership structure [1][2]. Group 1: Company Overview - Taiji Co., Ltd. is headquartered in Xiangyang, Hubei, and is the first listed company in China specializing in high-power semiconductor devices, leading in the field of power semiconductor devices [1]. - The company's main products include high-power thyristors, rectifiers, power semiconductor modules, and pulse power switches [1]. Group 2: Share Transfer Details - In June 2025, the actual controller, Xing Yan, plans to transfer 5,767,600 shares (approximately 32.04% of Xin Yiyuan's equity) to Changjiang Industry Group at a price of 74.59 yuan per share, totaling 430 million yuan [1]. - After the transfer, Changjiang Industry Group will control 62,258,000 shares with voting rights, accounting for 26.32% of Taiji Co., Ltd.'s total share capital [2]. Group 3: Strategic Implications - Changjiang Industry Group aims to empower Taiji Co., Ltd. through "industry + capital" strategies, enhancing its position in the high-power thyristor sector and expanding its layout in power semiconductors [2]. - The group plans to focus on the development of core components related to SiC (silicon carbide) and GaN (gallium nitride), positioning Taiji Co., Ltd. as a leader in the power semiconductor field [2]. - The acquisition will enable Changjiang Industry Group to integrate local semiconductor industry resources, fostering a semiconductor industry cluster in Hubei and promoting collaborative development in semiconductor materials, equipment, and testing [2].

Core Viewpoint - Hubei state-owned assets are actively acquiring stakes in listed companies to enhance industrial upgrading and regional economic development, with a focus on strategic emerging industries such as new energy and semiconductors [1][2][3] Group 1: Acquisition Activities - Jingjiang Industry, a subsidiary of Hubei state-owned assets, proposed a 2.437 billion yuan acquisition plan to acquire an 18.66% stake in ST Yishite, aiming for control through voting rights arrangements [1] - In 2023-2025, Hubei state-owned platforms are expected to control or plan to control approximately 15 A-share companies, including key players in the optoelectronics and new energy sectors [3] - The acquisition of companies like Kailong and Taiji reflects Hubei's strategy to build an industrial cluster covering various emerging sectors [2][3] Group 2: Strategic Framework - Hubei's "51020" modern industrial cluster strategy aims to establish five trillion-level pillar industries, ten 500 billion-level advantageous industries, and twenty 100 billion-level characteristic industrial clusters [1][2] - The provincial government has set ambitious goals for state-owned enterprises, including entering the ranks of the world's top 500 companies by 2027 [2] Group 3: Unique Acquisition Model - Hubei's acquisition model emphasizes maximizing capital efficiency, with strategies such as acquiring voting rights at a lower cost and quickly integrating acquired companies into existing projects [5][6] - The model includes a focus on global asset selection, integrating external assets into Hubei's industrial chain, and implementing risk prevention measures in acquisition agreements [5][6] Group 4: Impact on Local Economy - The acquisitions are expected to enhance the credit ratings of the acquired companies, reduce financing costs, and improve governance structures, thereby increasing operational efficiency and profitability [8] - Hubei state-owned assets aim to create a "technology + capital + industry" ecosystem, integrating local resources with industry trends to foster growth in strategic sectors [7][8]

证券日报网讯 12月16日，台基股份在互动平台回答投资者提问时表示，公司产品广泛应用于工业变频 器、电机驱动、高功率电源、数字能源、智能电网、轨道交通、新能源等电气系统和工控设备领域。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the article highlights the disparity between market activity and underlying trends, suggesting that while some stocks are experiencing significant net buying, many sectors are still facing declines [1][3]. - The A-share market has seen a rise of over 1,100 points, approximately 40%, since the "9.24" policy in 2024, yet one-third of the 31 primary industries tracked by Shenwan have declined during this period [3]. - The behavior of foreign capital, which publicly claims to avoid thematic stocks while secretly buying into restructuring concepts, illustrates the inconsistency between market participants' words and actions [6][8]. Group 2 - Quantitative tools have proven valuable in identifying market trends, as evidenced by the early detection of abnormal signals in stocks like Rongke Technology, which indicated institutional interest despite a broader market downturn [8][11]. - The continuous buying of stocks such as China Uranium and Huaxia Bank reflects a long-term optimism in specific sectors, although retail investors often react too late to such trends [13]. - Recommendations for investors include establishing a personal observation system, focusing on behavioral data rather than superficial appearances, selecting suitable analytical tools, and maintaining independent thinking [16].

一、公司控制权拟变更事项概述 证券代码：300046 证券简称：台基股份 公告编号：2025-054 湖北台基半导体股份有限公司 关于收到湖北省国资委批复暨公司控制权拟发生 变更事项的进展公告 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、误导性陈述或者重大遗漏。 近日，公司收到长江产业集团通知，湖北省国资委于 2025 年 12 月 12 日出 具了批复文件，原则同意长江产业集团通过间接受让的方式，取得公司实际控股 权。本次交易的《股权转让协议》、《股权表决权委托协议》、《股权质押合同》在 获得湖北省国资委批复后已正式生效。出让方已按照《股权质押合同》将约定的 新仪元 11,485,010 股股权（对应新仪元 11,485,010 元注册资本，占新仪元股权比 例为 63.7949%）质押给长江产业集团。长江产业集团将会同出让方、新仪元办 理股权过户登记相关手续。 三、其他说明 公司将根据后续进展情况及时履行信息披露义务，敬请广大投资者注意投资 风险，审慎理性投资。 特此公告。 湖北台基半导体股份有限公司 董 事 会 湖北台基半导体股份有限公司（以下简称"公司"）实际控制人邢雁先生 ...

Group 1 - The core message highlights the competitive landscape between AI giants Anthropic and OpenAI, with both companies potentially aiming for IPOs at valuations exceeding 300 billion and 1 trillion respectively [1] - The current market is likened to a reality show, where beneath a calm surface, significant activities are taking place, similar to the dynamics observed in the A-share market [3] - The rapid switching of market hotspots indicates a shift in investment strategies, with liquidity being abundant but institutional investors employing advanced trading techniques that render traditional tactics ineffective [6] Group 2 - Foreign investors exhibit a dualistic approach, publicly distancing themselves from speculative stocks while actively investing in restructuring concepts, showcasing a disconnect between their statements and actions [7] - The importance of observing actual market behaviors over mere rhetoric is emphasized, suggesting that true investment insights come from analyzing financial flows rather than listening to narratives [9] - The case of Wenyitech demonstrates that institutional investors often position themselves ahead of market movements, indicating that understanding large capital behaviors is crucial in the current trading environment [14] Group 3 - The urgency for Anthropic and OpenAI to go public is driven by the need to capitalize on favorable market conditions, reflecting a broader strategy of realizing profits at peak expectations [17] - The analysis suggests that even in a bull market, a significant portion of industries may still experience declines, underscoring the necessity for retail investors to grasp the underlying market dynamics [17] - Recommendations for ordinary investors include focusing on data over narratives, monitoring actual capital flows, and utilizing appropriate analytical tools to navigate the complexities of modern trading [18]