Key Points - Yonghui Supermarket's stock may face significant decline risks after a short-term surge [1] - Fuzhijing Technology's actual controller reduced holdings by 1.0429 million shares during abnormal stock fluctuations [1] Investment Projects - Ninghu Expressway plans to invest 9 billion yuan in the construction of the Nanyang Yangtze River Bridge southern connection project [1] - China Shipbuilding Special Gas plans to invest approximately 870 million yuan to build an annual production facility for 3,383 tons of high-purity hydrogen sulfide and other electronic gases [1] Contract Wins - Jicheng Electronics won contracts totaling approximately 215 million yuan for multiple State Grid projects [1] - Beixin Road and Bridge secured a 180 million yuan engineering project [1] - Beijing Kerui won a 498 million yuan State Grid project [1] Equity Acquisitions - Blues Technology intends to acquire 100% of Peimei Gao International to expand into the AI computing infrastructure sector [1] - Daon Co. plans to acquire 80% of Ningbo Aisikai [1] - Alibaba Travel Investment intends to subscribe for 20% equity in Zhongxin Youyou through a 55% stake in Hangzhou Aixin [1] Share Buybacks - Xingyu Co. plans to repurchase shares with an investment of 200 million to 300 million yuan [1]

Key Points - Yonghui Supermarket (601933.SH) may face significant downside risk after a large short-term price increase [2] - Fuzhijun Technology (002222.SZ) saw its actual controller reduce holdings by 1.0429 million shares during the period of abnormal stock fluctuations [2] - Ninghu Expressway (600377.SH) plans to invest 9 billion yuan in the construction of the Nanyang Yangtze River Bridge southern approach project [2] - Jicheng Electronics (002339.SZ) won contracts totaling approximately 215 million yuan for multiple State Grid projects [2] - Lens Technology (300433.SZ) intends to acquire 100% of Peimei Gao International to expand into the AI computing infrastructure sector [2] - Xingyu Co., Ltd. (601799.SH) plans to repurchase shares with an investment of 200 million to 300 million yuan [2] - Zhuangyuan Pasture (002910.SZ) board member Ma Hongfu plans to reduce holdings by no more than 3% [2] - Ruili Kemi (001285.SZ) has received project designation from clients [3] - Guangliwei (301095.SZ) plans to establish a wholly-owned subsidiary in Singapore focused on application research and global sales [3]

格隆汇12月10日丨广立微(301095.SZ)公布，公司拟购买杭州聚芯共进企业管理合伙企业（有限合伙） 所持有的控股子公司杭州聚芯智算科技有限公司（简称"聚芯智算"）25.56%的股权，收购完成后广立微 直接持有聚芯智算47.78%股权，通过杭州聚芯共创企业管理合伙企业（有限合伙）控制32.22%的股 权，合计控制聚芯智算80%的股权。本次收购前后，公司所控制的股权比例未发生变化，聚芯智算仍为 公司的控股子公司，合并报表范围亦未发生变化。 ...

格隆汇12月10日丨广立微(301095.SZ)公布，基于公司长远可持续发展的战略规划，为更好地进行公司 主营业务上下游的产业布局，公司拟与自然人孟凡金、刘丹丹及孟凡金控制的企业共同出资设立合资公 司并签订相关协议，其中公司拟以自有资金出资59.5960万元，持股比例为5.9596%。在孟凡金同意并承 诺遵守合资公司设立时签署的《合资协议书》的要求下，公司同意就孟凡金参与本次投资设立合资公司 的事项，豁免其在《上海亿瑞芯电子科技有限公司股权转让协议》中的投资限制。本次设立参股公司不 会导致公司合并报表范围发生变化，不会对公司的财务及经营状况产生重大不利影响，不存在损害公司 及股东利益的情形。 ...

格隆汇12月10日丨广立微(301095.SZ)公布，根据发展战略规划和整体业务发展布局，公司拟在新加坡 投资设立全资子公司，专注负责应用研发和全球销售业务，拟投资总额不超过1000万美金。经审议，董 事会认为：本次境外投资事项是基于公司整体发展战略做出的决策，有利于提升公司综合竞争力，促进 公司持续健康发展，不会对公司的经营情况及财务状况产生重大不利影响，不存在损害公司及全体股东 利益的情形。 ...

格隆汇12月10日丨广立微(301095.SZ)公布，公司拟购买杭州聚芯共进企业管理合伙企业（有限合伙） 所持有的控股子公司杭州聚芯智算科技有限公司（简称"聚芯智算"）25.56%的股权，收购完成后广立微 直接持有聚芯智算47.78%股权，通过杭州聚芯共创企业管理合伙企业（有限合伙）控制32.22%的股 权，合计控制聚芯智算80%的股权。本次收购前后，公司所控制的股权比例未发生变化，聚芯智算仍为 公司的控股子公司，合并报表范围亦未发生变化。 ...

每经AI快讯，广立微（SZ 301095，收盘价：70.69元）12月10日晚间发布公告称，公司第二届第二十五 次董事会会议于2025年12月10日在杭州市滨江区浦沿街道潮涌路1095号11楼北高峰会议室以现场结合通 讯方式召开。会议审议了《关于拟参股设立合资公司并签署相关协议的议案》等文件。 （记者 曾健辉） 截至发稿，广立微市值为142亿元。 每经头条（nbdtoutiao）——白金信用卡权益大缩水：贵宾厅限次、酒店减量⋯⋯银行吐槽没赚头，"羊 毛党"薅了个寂寞 2025年1至6月份，广立微的营业收入构成为：软件和信息技术服务业占比100.0%。 ...

证券代码：301095 证券简称：广立微 公告编号：2025-070 杭州广立微电子股份有限公司 第二届董事会第二十五次会议决议公告 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、董事会会议召开情况 杭州广立微电子股份有限公司（以下简称"公司"）第二届董事会第二十五次 会议于 2025 年 12 月 10 日（星期三）在杭州市滨江区浦沿街道潮涌路 1095 号 11 楼北高峰会议室以现场结合通讯方式召开。会议通知已于 2025 年 12 月 5 日 通过书面、邮件及其他通讯方式送达全体董事，全体董事确认已收到本次董事会 会议的会议通知。本次会议应出席董事 7 人，实际出席董事 7 人，其中史峥、 LUMEIJUN（陆梅君）、杨华中、刘军、朱茶芬以通讯方式出席会议。本次会议 由董事长郑勇军先生主持，公司高级管理人员列席了本次会议。 本次会议的召集和召开符合有关法律、行政法规、部门规章和《公司章程》 的规定，形成的决议合法有效。 二、董事会会议审议情况 （一）审议通过《关于拟对外投资设立境外全资子公司的议案》 根据发展战略规划和整体业务发展布局，公司拟在新加 ...

Core Viewpoint - The semiconductor sector has emerged as one of the most dynamic segments in the A-share market since 2025, driven by surging AI computing demand, accelerated domestic supply chain autonomy, and a global semiconductor cycle recovery, marking a critical window for high-quality development in China's semiconductor industry [2]. Group 1: Market Performance - The semiconductor sector's structure in 2025 shows that the midstream and upstream segments are leading, with the Semiconductor Equipment Index rising approximately 47% and the National Gold Semiconductor Equipment 20 Index increasing by about 62%, reflecting strong market expectations for domestic semiconductor equipment replacement [3]. - The digital chip design sector also performed well, with the Shenwan Digital Chip Design Index increasing by around 56%, serving as a core driver for the sector's upward movement [3]. Group 2: Individual Company Performance - Companies focusing on core technology breakthroughs, such as Saiwei Electronics and Chipone Technology, achieved over 180% growth, indicating sustained market optimism in areas like analog chips, IP licensing, and consumer-grade storage [4]. - In terms of trading activity, companies like Cambrian-U, SMIC, and Haiguang Information dominated the market with a combined trading volume exceeding 4.1 trillion yuan, highlighting institutional and market interest in domestic AI chips and advanced manufacturing processes [4]. Group 3: Semiconductor Company Value Rankings - The "2025 China Semiconductor Listed Company Value List" was released, ranking companies based on a comprehensive study of 181 listed firms, focusing on research innovation, financial health, growth potential, and market performance [5]. - The report indicates that companies like Haiguang Information, Cambrian, and others are leading in investment value, showcasing the sector's potential [5]. Group 4: Detailed Analysis of Semiconductor Companies - The analysis of 181 listed semiconductor companies revealed that firms like Haiguang Information, Zhongwei Company, and Guoli Microelectronics are in the high-scoring group for research innovation, indicating significant breakthroughs in key technology areas such as CPU/GPU, EDA, and etching equipment [10]. - Financial health scores for companies like SMIC and Cambrian reflect stable business models and strong cash flow, essential for maintaining strategic resilience amid increasing industry competition [11]. - Companies such as Cambrian and Guoli Microelectronics show strong growth potential, indicating that sectors like AI chips and EDA are becoming focal points for capital and capacity deployment [11]. Group 5: Sector Performance Comparison - The semiconductor sector has demonstrated the strongest overall competitiveness, with an average score leading all segments, while the hardware equipment sector follows closely due to China's robust supply chain and production capabilities [16]. - The semiconductor industry, supported by policy and capital, exhibits the highest comprehensive value creation potential among various sectors [17].

11月23日，广立微股东北京武岳峰亦合高科技产业投资合伙企业（有限合伙）（以下简称"武岳峰亦 合"）及其一致行动人计划减持公司股份不超过440.62万股。截至2025年11月24日，广立微收盘价报 65.81元。如果武岳峰亦合及其一致行动人以65.81元减持440.62万股，那么其套现金额将接近2.9亿元。 这已经是武岳峰亦合及其一致行动人第四次发布减持计划，此前已套现金额超过1.5亿元。 此前，在今年广立微股价表现最强势的阶段，公司员工持股平台"减持"套现了近4亿元，但"减持"价格 却明显低于公司当时的股价。 （文章来源：每日经济新闻） ...