Cai Jing Wang·2025-12-30 02:49Group 1 - The core point of the article is that SMIC plans to acquire a 49% stake in SMIC North for 40.6 billion yuan, which will result in SMIC holding 100% of SMIC North after the transaction [1][2] - The acquisition is expected to enhance the asset quality of the listed company and improve business synergy, promoting long-term development [1] - The main business scope of the listed company will remain unchanged before and after the transaction [1] Group 2 - SMIC also announced a new joint venture agreement and capital increase agreement with the National Integrated Circuit Fund and its second phase, increasing the registered capital of SMIC South from 6.5 billion USD to 10.0773 billion USD [2] - Various stakeholders will hold specific percentages of equity in SMIC South, including SMIC Holdings at 41.561%, National Integrated Circuit Fund at 9.392%, and others [2]