新京报贝壳财经讯 2月25日，中芯国际发布公告称，公司拟向国家集成电路产业投资基金股份有限公司 等发行股份购买其所合计持有的中芯北方集成电路制造（北京）有限公司49%的股权。此交易已于2026 年2月25日获得上海证券交易所的受理，相关申请文件被认为齐备且符合法定形式。本次交易的完成尚 需上交所审核通过及中国证券监督管理委员会同意注册，具体审批时间存在不确定性。 ...

| 名称 | 现价 | 涨跌幅, | | --- | --- | --- | | 兆易创新 | 425.000 | 3.01% | | 澜起科技 | 195.000 | 1.51% | | 爱芯元智 | 28.680 | 1.34% | | 天数智芯 | 240.600 | 1.18% | | 中芯国际 | 70.650 | 1.15% | | 华虹未曾体 | 103.800 | 0.97% | | 壁仞科技 | 38.680 | 0.68% | | 英诺赛科 | 68.300 | 0.44% | 2月26日，香港恒生指数高开0.95%，恒生科技指数涨0.46%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | HSI | 恒生指数 | 27019.74 | 254.02 | 0.95% | | HSTECH 恒生科技 | | 5284.51 | 24.01 | 0.46% | | HSBIO | 恒生生物科技 | 15707.37 | 56.92 | 0.36% | | HSCEI | 恒生中国企业指数 | 9078.96 | 44 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up 0.09% at 4151.07 points, and the Shenzhen Component Index up 0.14% at 14495.86 points, while the ChiNext Index fell 0.24% to 3346.74 points [1] - The lithium mining sector opened significantly higher, with Jin Yuan Co. hitting the daily limit, and other companies like Jiangte Electric and Yongshan Lithium also showing strong gains [1] - The market saw a total turnover of 2.2 trillion yuan, with over 4000 stocks rising, including 109 stocks hitting the daily limit [1] Company Dynamics - Gree Electric's largest shareholder plans to reduce its stake by up to 111.70 million shares, representing 2% of the total share capital, to repay bank loans, which may impact the stock price [2] - Hanlan Co. reported a revenue of 10.467 billion yuan for 2025, a 13.04% increase, but net profit fell by 9.59% to 592 million yuan, indicating mixed performance [2] - Chuanjinno is facing potential operational impacts due to high raw material costs and market rumors regarding U.S. national security priorities affecting its business [2] Corporate Changes - Huayong New Materials and Falan Technology are both facing stock suspension due to potential changes in control as their major shareholders plan to transfer shares [3] - Muyuan Foods is changing its name to Muyuan Food Group, which does not affect its stock code or abbreviation [3] - ST Xinhuajin is under investigation by the China Securities Regulatory Commission for information disclosure violations, which may pressure its stock price [3] Resource and Investment Developments - Xiyes Co. has the largest primary indium production base globally, with 4821 tons of indium resources, which could positively impact its performance if market prices rise [4] - Shandong Haohua plans to invest 4.837 billion yuan in a project aimed at upgrading its traditional chemical industry for sustainable development [4] Industry Trends - The electronic fabric market is experiencing price increases due to rising demand from AI applications, with prices for electronic-grade glass fiber cloth rising by 33% [6] - The shipping sector is seeing a surge in VLCC rental prices for transporting oil to China, which has tripled since the beginning of the year, indicating potential investment opportunities [7] - The copper foil market is facing a price increase of over 30% due to rising costs of key raw materials, which may impact related industries [7] Strategic Insights - Huatai Securities notes that the U.S. listing of phosphorus as a strategic resource could have long-term implications for the market, especially if demand increases [9] - Guotai Junan Securities highlights significant divergence in U.S. stock performance, suggesting a potential return to growth in technology sectors as market anxieties ease [9] - CICC suggests that recent housing policy adjustments in Shanghai may stabilize local real estate prices, presenting investment opportunities in the sector [9]

2月26日，港股市场集体高开，其中恒生指数涨0.95%报27019.74点，恒生科技指数涨0.46%报5284.51 点，国企指数涨0.49%报9078.96点，红筹指数涨0.31%报4480.2点；昨日港股三大指数走势分化，恒指 盘中一度涨近1%，展现出一定的上行动力；然而恒科指数却冲高回落，尾盘再度翻绿。 盘面上，大型科技股多走高，腾讯控股涨1.24%，京东集团涨0.47%，小米集团涨0.45%，网易跌 1.85%，快手涨0.98%，哔哩哔哩涨0.52%；锂矿股多数高开，天齐锂业涨6.11%，赣锋锂业涨5.48%，长 和涨2.42%；内房股活跃，越秀地产涨超2%；汽车股分化，比亚迪股份涨近1%，喜相逢集团跌超1%。 业绩有喜有忧，资本运作活跃业绩增长企业亮点纷呈 先声药业2025财年收入约人民币77亿元至人民币78亿元，同比增约16.0%至17.6%，在医药领域展现出 稳健的发展态势。 玖龙纸业发布截至2025年12月31日止六个月中期业绩，收入372.21亿元，同比增加11.22%；净利润 19.66亿元，同比大增318.78%，业绩爆发式增长令人瞩目。 海螺创业拟获海螺集团收购额外股权。 珩湾科技拟议 ...

【重要事项】 中芯国际：拟发行股份购买中芯北方49%股权的申请文件获上交所受理 法兰泰克：控股股东筹划公司股份转让事宜 股票停牌 汇隆新材：筹划公司控制权变更 股票停牌 领益智造：拟共同投资朝全基金，基金主要投资先进装备终端制造企业 顺灏股份：参股公司轨道辰光计划2031年至2035年卫星大规模批量生产并组网发射且在轨对接建成大规 模太空数据中心 【投资&签约】 山东海化：拟投资48.37亿元实施纯碱装置提质增效节能环保改造工程 爱博医疗：拟6.83亿元收购德美医疗68.31%股权 智洋创新：拟以3亿元现金投资灵明光子 【增减持&回购】 温氏股份：拟以8-12亿元回购公司股份 用于员工持股计划或股权激励 【经营&业绩】 赛诺医疗：2025年净利润同比增长3057.05% 南亚新材：2025年净利润同比增长378.65% 华峰测控：2025年净利润5.38亿元 同比增长61.22% 芯动联科：2025年净利润同比增长36.10% 恒玄科技：2025年净利润5.88亿元 同比增长27.75% 百邦科技：全资子公司续签苹果独立维修提供商协议 华电科工：中标8.27亿元内蒙古华电腾格里4×100万千瓦煤电项目钢结构间 ...

Core Viewpoint - SMIC's stock performance shows a slight increase, with significant trading activity and a notable balance in margin trading, indicating investor interest and market dynamics [1][2]. Group 1: Financial Performance - As of September 30, SMIC reported a revenue of 49.51 billion yuan for the first nine months of 2025, representing a year-on-year growth of 18.22% [2]. - The net profit attributable to shareholders for the same period was 3.82 billion yuan, reflecting a year-on-year increase of 41.09% [2]. Group 2: Shareholder and Trading Activity - The number of shareholders for SMIC reached 336,200, an increase of 33.27% compared to the previous period [2]. - The average number of tradable shares per shareholder decreased by 25.41% to 6,134 shares [2]. - On February 25, SMIC had a financing buy-in of 394 million yuan, with a net financing outflow of 43.28 million yuan, indicating a high level of trading activity [1]. - The total margin trading balance for SMIC was 12.76 billion yuan, accounting for 5.49% of its market capitalization, which is above the 50% percentile level for the past year [1].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：基本面力场 昨天看到一个帖子，给力场君了得够呛，就是一个小调查：如何了解到恒生科技的？有"朋友介 绍"、"平台推荐"、"偶然发现"等几个选项，结果跟帖最多的回应则是"仇人陷害"。 这还真不能怪有投资者戏言，在恒生科技里面"躲牛市"，行情数据摆在这里：从去年10月高点至今，恒 生科技已经持续回撤近20%，2026年以来的表现更是在全球大类资产中将近垫底。 力场君依稀记得有个提法叫"技术性熊市"，是指股指从阶段高点回落20%，但尚未被确认为全面熊市的 市场状态，这被视为市场进入"谨慎区间"的信号，提示投资者重新评估风险，但并不意味着长期趋势必 然逆转。 力场君还记得在去年年初，在A股春节休市期间，外资争相流入港股、买进恒生科技成分股，让这些曾 经代表了中国科技最先进生产力的企业，率先带领中国科技资产演绎定价重估的叙事。怎么，这才一年 时间，也变成老登了？ 这两天看到中金公司（601995.SH）的一篇文章，还是挺有意思的，力场君特来总结做个分享。这篇文 章的标题就起得很好——《恒生科技，"旧时代" 的落幕，还是新价投的起点？》，在这篇 ...

机构认为，节后市场资金回补仓位调结构迹象明显，周期制造的节后表现明显强于科技成长。 【财经日历】 商务部召开例行发布会 百度公司举行财报电话会 ►►据网络平台数据，2026年年度电影总票房（含预售）突破90亿，暂列全球单一市场票房第一。 ►►近日，由南开大学和上海空间电源研究所等单位科研人员组成的团队，取得了一项首创性的突破。通过全新的电解液技术，有望使现有锂电池在同等大 小和重量的情况下，实现续航力的成倍提升，耐低温性能也明显增强。这一成果26号凌晨在国际学术期刊《自然》上发表。新电池的核心突破在于内部的电 解液，它在电池中起着传导离子的功能，就像正负极之间的一条"高速公路"，对于电池的能量效率、工作稳定性与温度适应性等都有关键意义。目前，锂离 子电池的电解液溶剂通常含有一个重要元素——氧。它的优点是对锂盐的溶解性很强，但这种强相互作用也限制了电荷的转移，导致电池能量密度难以进一 步提升，也限制了其低温性能。 ►►据上海有色网，津巴布韦矿业部宣布立即暂停所有原矿及锂精矿出口（含在途货物），旨在加强矿产监管与问责。未来仅持有效采矿权及获批选矿厂的 企业具备出口资格，禁止代理及第三方贸易商出口。申请时需提交省级 ...

Core Insights - The report highlights the performance of various sectors in the A-share market, indicating a mixed trend with certain industries like battery and communication resources leading the gains while others like tourism and media lag behind [6][9][10] - The report emphasizes the importance of macroeconomic data and policy changes in shaping market expectations and investment strategies [8][12][20] Domestic Market Performance - The Shanghai Composite Index closed at 4,147.23 with a gain of 0.72%, while the Shenzhen Component Index closed at 14,475.87 with a gain of 1.29% [4] - The average P/E ratios for the Shanghai Composite and ChiNext are 16.93 and 53.12 respectively, indicating a favorable long-term investment environment [8][12] International Market Performance - Major international indices such as the Dow Jones and S&P 500 experienced declines of 0.67% and 0.45% respectively, reflecting a cautious global market sentiment [5] Industry Analysis - The aerospace and media sectors are noted for their strong performance, while the film industry faced a disappointing Spring Festival box office, with total revenue down 40.09% year-on-year [14][15] - The automotive industry is projected to benefit from policies promoting vehicle upgrades, with a target of replacing 500,000 vehicles by the end of 2026 [6][20] Investment Recommendations - The report suggests focusing on sectors such as electric batteries, communication devices, and aerospace for short-term investment opportunities due to their current market strength [12][20] - In the automotive sector, the report recommends monitoring companies involved in intelligent driving and robotics, as these areas are expected to see significant growth [20][28] Key Data Updates - The report notes that the automotive industry saw stable production and sales figures in January 2026, with a total of 245,000 vehicles produced and 234,700 sold [18] - The battery sector reported a 3.31% increase in the index, with a total of 94,500 electric vehicles sold in January, indicating a slight year-on-year increase [37]

登录新浪财经APP 搜索【信披】查看更多考评等级 A股代码：688981 A股简称：中芯国际 公告编号：2026-006 中芯国际集成电路制造有限公司（以下简称"公司"）拟向国家集成电路产业投资基金股份有限公司、北 京集成电路制造和装备股权投资中心（有限合伙）、北京亦庄国际投资发展有限公司、中关村发展集团 股份有限公司及北京工业发展投资管理有限公司发行股份购买其所合计持有的中芯北方集成电路制造 （北京）有限公司49%的股权（以下简称"本次交易"）。 2026年2月25日，公司收到上海证券交易所（以下简称"上交所"）出具的《关于受理中芯国际集成电路 制造有限公司发行股份购买资产申请的通知》（上证科审（并购重组）〔2026〕7号），上交所依据相 关规定对公司报送的发行股份购买资产的申请文件进行了核对，认为该项申请文件齐备，符合法定形 式，决定予以受理并依法进行审核。 本次交易尚需上交所审核通过及中国证券监督管理委员会同意注册等。本次交易能否通过上述审批及最 终取得批准或同意注册的时间均存在不确定性。公司将根据本次交易的进展情况，按照有关法律法规要 求及时履行信息披露义务，敬请广大投资者注意投资风险。 港股代码：0 ...