A股重磅！688981、688478，明日复牌

Group 1 - SMIC (688981) announced plans to acquire 49% of the equity of SMIC North from several investment entities at a price of 74.20 CNY per share [1][2] - The transaction aims to enhance the asset quality and business synergy of the listed company, promoting long-term development without changing the main business scope [2][3] - As of the announcement date, the audit and evaluation of the transaction were not completed, and the valuation of the target assets had yet to be determined [3] Group 2 - For Q2 2025, SMIC reported total sales revenue of 2.209 billion USD, a decrease of 1.7% from the previous quarter, with a gross margin of 20.4%, down by 2.1 percentage points [3][5] - The company’s production capacity utilization rate was 92.5%, an increase of 2.9 percentage points compared to the previous quarter [3] - For the first half of 2025, SMIC achieved sales revenue of 4.46 billion USD, a year-on-year increase of 22%, with a gross margin of 21.4%, up by 7.6 percentage points from the same period last year [5] Group 3 - The company provided guidance for Q3 2025, expecting revenue growth of 5% to 7% and a gross margin between 18% and 20% [6] - Prior to the suspension, SMIC's A-share price was 114.76 CNY per share, with a total market capitalization of 916.6 billion CNY [6]