Industry News - The Shanghai Stock Exchange has released the annual report pre-disclosure schedule, with the Sci-Tech Innovation Board company ChipGuide Technology set to disclose its annual report on February 3, 2026, leading the schedule. On the main board, *ST Huawang will disclose its annual report on February 13, and Shangwei Co. will do so on February 14 [35] - Market news indicates that on December 25, four leading silicon wafer companies jointly raised their prices significantly, with an average increase of 12%. This price hike is primarily attributed to substantial increases in upstream silicon material costs [36] - The National Tobacco Monopoly Administration is soliciting opinions on the draft notice regarding the implementation of electronic cigarette industry policies, aiming to promote supply-demand balance and prevent market disorder [36] - The Guangzhou government has officially released its first special policy to support the gaming and esports industry, which includes the establishment of a special funding for the industry [36] - At the 2025 Guangdong-Hong Kong-Macao Greater Bay Area Low-altitude Economy High-quality Development Conference held on December 25, a notice was published to encourage banks and insurance institutions to develop targeted financial products covering the entire lifecycle of low-altitude economy [37] Company News - An investigation by Zhitong Finance revealed that Sunflower intends to acquire the Zhangzhou and Lanzhou factories of Xipu Materials, which have not yet commenced production, contradicting its public claims of being a core supplier to many wafer fabs [38] - Unigroup Guowei announced that its wholly-owned subsidiary plans to jointly invest with a subsidiary of CATL to establish a company engaged in automotive domain control chip business [39] - Zhongwei Co. announced a strategic cooperation framework agreement with Xinwangda regarding solid-state batteries [40] - Yichang Technology announced that Yiran Partners will become the controlling shareholder of the company, and its stock will resume trading [41] - *ST Jianyi announced that its controlling shareholder has waived 1.4 billion yuan in principal debt and 8.8967 million yuan in interest, and donated 400 million yuan in cash assets [41] - Tian Tie Technology announced that its controlling shareholder and actual controller Xu Jiding has been subjected to criminal detention measures [42] - Jinlongyu announced plans to jointly establish a 1.5 billion yuan industrial merger fund, focusing on investments and mergers in the solid-state battery industry chain [42] - Zhongding Co. announced plans to establish a joint venture to conduct joint assembly of robotic products to support complete machine assembly [43] - Victory Energy announced that some fundraising projects will be re-evaluated and postponed again, with the expected usable status date extended to the end of 2027 [44]

早 报 精 选 1、商务部：坚决反对美对华半导体产品加征301关税，已提出严正交涉。 2、头部硅片企业大幅上调报价？硅片厂商人士：受上游硅料涨价影响所致。 3、沪市年报预披露时间表出炉，芯导科技拔得头筹。 4、2026北京亦庄人形机器人半程马拉松报名通道开启。 5、国投白银LOF：12月29日起，限制本基金A类份额定期定额投资金额为100元。 宏 观 新 闻 1、 全国人大外事委员会发言人许东发表谈话表示，近日，美国国会通过的"2026财年国防授权法案"签署成法，其中包含涉华消极 内容。中方对此表示强烈不满和坚决反对。中方强烈敦促美方摒弃零和思维与意识形态偏见，不得实施上述法案中的涉华消极条款。 如美方一意孤行，中方将依法采取有力措施，坚决捍卫国家主权安全发展利益。 2、商务部新闻发言人何咏前25日在回答关于美宣布对部分中国半导体产品加征301关税的有关提问时说，中方注意到有关情况，已 通过中美经贸磋商机制向美方提出严正交涉。中方不认同美方301调查的所谓结论，坚决反对美对华半导体产品加征301关税。 3、商务部新闻发言人何咏前12月25日在回答关于TikTok将在美成立合资公司的有关提问时说，中国政府希望企 ...

Core Viewpoint - On December 25, a total of 13 A-share listed companies disclosed share reduction plans, with no companies announcing share increases on the same day [1]. Group 1: Share Reduction Details - Wanlong Magnetic Plastic: Controlling shareholder intends to reduce no more than 3.00% of shares [2] - Xinlong Health: Shareholder Litian Development plans to reduce no more than 1% of shares [2] - Boshi Co., Ltd.: Shareholder Cai Zhihong intends to reduce no more than 30 million shares [2] - Inno Laser: Shareholder Hongcui Investment plans to reduce no more than 3% of shares [2] - Fuchuang Co., Ltd.: Controlling shareholder intends to reduce no more than 3% of shares [2] - Shengyi Electronics: Shareholder Dongguan Kechuang Investment Group has completed the reduction of 8.3182 million shares [2] - Xitai Power: Actual controller Yu Yinglian plans to reduce no more than 2.00% of shares [2] - Super Thin Co., Ltd.: Controlling shareholder reduced some shares during stock trading volatility [2] - Haikan Co., Ltd.: Shareholder Pu Huahui intends to reduce no more than 3.60% of shares [2] - Yidian Daxia: The controlling shareholder and actual controller's concerted action plan has been completed [2] - New Aluminum Era: Shareholders Guotong Hongma and concerted actors plan to reduce no more than 2.49% of shares [2] - Hexing Packaging: Controlling shareholder Xinjiang Xinghui reduced 1.5305 million shares during stock volatility [2] - Shengyi Technology: Company CFO Lin Daohuan reduced 150,000 shares [2]

据统计，12月25日，暂无A股上市公司披露增持情况。包括万朗磁塑、信隆健康、博实股份、英诺激 光、福鞍股份、生益电子、西菱动力、超捷股份、海看股份、易点天下、新铝时代、合兴包装、生益科 技在内的13家A股上市公司披露减持情况。 | | | 12.25上市公司盘后减持情况 | | --- | --- | --- | | 1 | 万朗磁塑 | 控股股东时乾中拟减持不超3.00%股份 | | 2 | 信隆健康 | 股东利田发展拟减持不超1%股份 | | 3 | 博实股份 | 股东蔡志宏拟减持不超过3000万股股份 | | 4 | 英诺激光 | 股东红粹投资拟减持不超3%股份 | | ਦ | 福鞍股份 | 控股股东福鞍控股拟减持不超3%股份 | | 6 | 生益电子 | 股东东莞科创投资集团减持831.82万股 减持计划已实施完毕 | | 7 | 西蒙动力 | 实际控制人喻英莲拟减持不超2.00%股份 | | 8 | 超薄股份 | 控股股东于本次股票交易导常波动期间减持了部分公司股份 | | g | 海着股份 | 股东村华惠新拟减持不超3.60%股份 | | 10 | 易点大下 | 公司控股股东、实际控制人之一致行动 ...

智通财经APP讯，生益电子(688183.SH)发布公告，公司于2025年12月25日收到股东东莞科创投资集团 发来的《关于权益变动触及1%刻度暨减持股份结果的告知函》。东莞科创投资集团于2025年12月15日 至12月25日通过集中竞价交易方式累计减持公司股份831.82万股，占公司总股本比例1%，东莞科创投 资集团及其一致行动人国弘投资合计持有公司股份的比例由9%减少至8%,触及1%的整数倍。截至公告 披露日，本次减持计划已实施完毕。 ...

生益电子(688183.SH)发布公告，公司于2025年12月25日收到股东东莞科创投资集团发来的《关于权益 变动触及1%刻度暨减持股份结果的告知函》。东莞科创投资集团于2025年12月15日至12月25日通过集 中竞价交易方式累计减持公司股份831.82万股，占公司总股本比例1%，东莞科创投资集团及其一致行 动人国弘投资合计持有公司股份的比例由9%减少至8%,触及1%的整数倍。截至公告披露日，本次减持 计划已实施完毕。 ...

Group 1 - Haike Xinyuan signed a strategic cooperation agreement with Hunan Fanelite to supply 270,000 tons of electrolyte solvents and additives from January 1, 2026, to December 31, 2028 [1] - Ruisheng Intelligent confirmed a successful bid for a domestic computing power equipment and supporting services procurement project with a total amount of 152 million yuan [2] - Zhongding Co., Ltd. plans to establish a joint venture for joint assembly of robotic products, with a registered capital of 50 million yuan [4] Group 2 - Aoxin Packaging's controlling shareholder reduced its stake by 1.5305 million shares during a period of stock price volatility [5] - Victory Energy may apply for a trading suspension if its stock price continues to rise significantly [6] - Shanghai Xiba faced penalties for short-term trading by its board members, with fines of 100,000 yuan and 150,000 yuan imposed [7] Group 3 - Yichang Technology announced that Weiran Partnership will become its controlling shareholder after acquiring 104 million shares for 850 million yuan [8][9] - Senyuan Co. signed a 26.7839 million yuan contract for a computing cluster integration project with a related party [10] - Zhongwei Co. and Aoxin Da signed a strategic cooperation framework agreement for solid-state battery materials [11][13] Group 4 - Shengyi Electronics' shareholder reduced its stake by 8.3182 million shares, completing its reduction plan [12] - Tiantian Technology's controlling shareholder was criminally detained, but the company's operations remain unaffected [14]

证券代码：688183 证券简称：生益电子 公告编号：2025-083 生益电子股份有限公司 关于持股 5%以上股东权益变动 触及 1%刻度暨减持股份结果公告 公司于 2025 年 12 月 25 日收到股东东莞科创投资集团发来的《关于权益变 动触及 1%刻度暨减持股份结果的告知函》。东莞科创投资集团于 2025 年 12 月 15 日至 12 月 25 日通过集中竞价交易方式累计减持公司股份 8,318,211 股，占公司 总股本比例 1.00%，东莞科创投资集团及其一致行动人国弘投资合计持有公司股 份的比例由 9.00%减少至 8.00%,触及 1%的整数倍。截至本公告披露日，本次减 1 持计划已实施完毕。 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律 责任。 重要内容提示： 大股东持有的基本情况 本次减持计划实施前，东莞科技创新投资集团有限公司（以下简称"东莞科 创投资集团"）直接持有生益电子股份有限公司（以下简称"公司"）股份 8,404,110 股，占公司股份总数的 1.01%；东莞市国弘投资有限公司（以下 ...

南财智讯12月25日电，生益电子公告，本次减持计划实施前，东莞科技创新投资集团有限公司持有公司 股份8,404,110股，占公司总股本的1.01%；其一致行动人东莞市国弘投资有限公司持有公司股份 66,442,666股，占公司总股本的7.99%。两者合计持有公司股份比例为9.00%。2025年12月15日至12月25 日，东莞科技创新投资集团有限公司通过集中竞价交易方式累计减持公司股份8,318,211股，占公司总股 本的1.00%，减持总金额为8.40亿元。本次减持完成后，东莞科技创新投资集团有限公司持股比例降至 0.01%，东莞市国弘投资有限公司持股比例不变，双方合计持股比例由9.00%降至8.00%。截至公告披露 日，本次减持计划已实施完毕。 ...

（原标题：12月25日科创板主力资金净流出16.89亿元） 沪深两市全天主力资金净流出181.29亿元，其中，科创板主力资金净流出16.89亿元，主力资金净流入的有230只股，主力资金净流出的有368只 股。 证券时报•数据宝统计显示，今日科创板个股上涨的有439只，下跌的有152只。其中，上市5日内的有C健信、优迅股份等，今日跌幅较高的有C健 信、优迅股份，跌幅为8.28%、6.43%。 资金流向方面，今日主力资金净流入的科创板股共有230只，其中，10只个股主力资金净流入超亿元，臻镭科技主力资金净流入4.82亿元，净流入 资金居首；长光华芯、源杰科技紧随其后，全天净流入资金分别为4.59亿元、3.15亿元。主力资金净流出的有368只，净流出资金最多的是摩尔线 程-U，该股今日下跌0.81%，全天主力资金净流出4.15亿元，其次是生益电子、晶合集成，主力资金净流出分别为3.17亿元、2.84亿元。 上市5日内的C健信今日下跌8.28%，主力资金净流入4463.55万元；资金净流出较多的是优迅股份，今日主力资金净流出2.11亿元。 从主力资金连续性进行观察，共有40只个股主力资金连续3个交易日以上持续净流入， ...