德邦科技(688035.SH)发布公告，2025年9月11日-2025年9月22日，国家集成电路产业投资基金股份有限 公司通过集中竞价交易方式减持德邦科技股份925054股，占公司总股本的0.65%。本次权益变动后，国 家集成电路产业投资基金股份有限公司持有公司股份数量由2226万股减少至2134万股，占公司总股本比 例由15.65%减少至15.00%，触及5%的整数倍。 ...

Group 1 - The core point of the article is that the National Integrated Circuit Industry Investment Fund Co., Ltd. is reducing its stake in Debang Technology by selling 925,054 shares, which represents 0.65% of the company's total share capital [1] - After the reduction, the fund's shareholding in Debang Technology will decrease from 22.26 million shares to 21.34 million shares, lowering its ownership percentage from 15.65% to 15.00%, which touches the 5% integer threshold [1]

格隆汇9月22日丨赛微电子(300456.SZ)公布，收到公司持股5%以上股东国家集成电路产业投资基金股份 有限公司（简称"国家集成电路基金"）出具的《关于减持股份触及1%整数倍的告知函》。2025年7月30 日至2025年9月22日，国家集成电路基金通过集中竞价方式合计减持其持有的公司股份6,348,146股，占 公司总股本的0.87%。 ...

Core Viewpoint - The major shareholder of Saiwei Electronics has reduced its stake, but this will not affect the company's control or ongoing operations [1] Shareholder Activity - The National Integrated Circuit Industry Investment Fund Co., Ltd. reduced its holdings by 6.3481 million shares from July 30, 2025, to September 22, 2025 [1] - This reduction represents 0.87% of the total share capital, decreasing the holding percentage from 7.82% to 6.95% [1] - The reduction has reached a 1% integer threshold [1] Impact on Company - The share reduction will not lead to any change in the company's control [1] - There is no significant impact on the company's ongoing operations [1]

Core Viewpoint - The share price of Northern Huachuang (002371.SZ) increased despite a reduction in shareholding by the National Integrated Circuit Industry Investment Fund (referred to as "Big Fund") [2][3] Group 1: Shareholding Changes - Big Fund reduced its holdings by 2.5919 million shares from July 28 to September 15, 2025, bringing its ownership below 5% [4][5] - Following the reduction, Big Fund's shareholding was diluted to 4.999932%, no longer qualifying as a major shareholder [5][6] Group 2: Financial Performance - Northern Huachuang has demonstrated strong growth, with revenue and net profit consistently increasing from 2017 to 2024 [3][14] - In the first half of 2025, the company reported approximately 16.1 billion yuan in revenue and 3.2 billion yuan in net profit, maintaining double-digit growth year-on-year [3][14] - Over the past year, the company's stock price rose by 80%, increasing its market capitalization by approximately 120 billion yuan to reach 281.9 billion yuan [3][14] Group 3: Investment and Support - Big Fund invested a total of 1.5 billion yuan in two rounds of private placements in 2016 and 2019, accounting for 51.3% of the total funds raised [6][7] - The total investment by Big Fund has resulted in an estimated profit of 18.2 billion yuan over the ten years of support [9] Group 4: Company Growth and Development - Northern Huachuang, formed from the strategic merger of Qixing Electronics and Northern Microelectronics in 2016, has become a leading semiconductor equipment company in China [11] - The company has focused on R&D, with significant increases in research investment from 2022 to 2025, totaling approximately 29.15 billion yuan in the first half of 2025 [12][14] - The company has achieved significant milestones in equipment delivery, with over 1,000 units of key products delivered, contributing to advancements in the domestic semiconductor industry [13][14]

Core Viewpoint - The National Integrated Circuit Industry Investment Fund (referred to as "Big Fund Phase I") has reduced its stake in Northern Huachuang (002371.SZ) for the third time, bringing its shareholding below 5%, while achieving significant cash returns from its investments over the past decade [1][2]. Investment and Divestment Summary - Big Fund Phase I has invested a total of 15.11 billion yuan in Northern Huachuang, participating in strategic restructuring and initial public offerings, and has now realized at least 55 billion yuan in cash returns from its investments [2][4]. - The fund's stake in Northern Huachuang decreased to 4.999932%, with a total of 36.2039 million shares remaining after the latest reduction [1][2]. - Over the past ten years, Northern Huachuang's annual revenue has grown from 1.6 billion yuan to 29.8 billion yuan, and net profit has increased from less than 100 million yuan to approximately 5.6 billion yuan, demonstrating the success of state capital in nurturing leading semiconductor enterprises [2][3]. Historical Investment Details - Big Fund Phase I first invested in Northern Huachuang in 2016, acquiring 34.3643 million shares at 17.46 yuan per share, totaling 600 million yuan, becoming the third-largest shareholder [3][4]. - The second investment occurred in 2019, where the fund contributed 911 million yuan to acquire 14.8668 million shares at 61.27 yuan per share during a new round of fundraising aimed at expanding production and advancing technology [3][4]. - The fund's first divestment in 2020 involved selling 4.9512 million shares at an average price of 175.35 yuan, recouping its entire investment cost [4]. Recent Market Activity - In 2022, despite a 35% decline in Northern Huachuang's stock price, Big Fund Phase I did not reduce its holdings [5]. - In May 2023, after the lock-up period for its shares expired, the fund initiated its second round of divestment, selling 10.5912 million shares for a total of 2.97 billion yuan [5][6]. - Following the latest reduction, Big Fund Phase I's shareholding in Northern Huachuang has fallen below 5%, indicating a potential gradual exit from its investment as per its defined investment extension period [6].

登录新浪财经APP 搜索【信披】查看更多考评等级 公司股东国家集成电路产业投资基金股份有限公司保证向本公司提供的信息内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1.本次权益变动属于北方华创科技集团股份有限公司（以下简称"公司"）股东国家集成电路产业投资基 金股份有限公司（以下简称"国家集成电路基金"）因减持公司股份、股票期权行权被动稀释等原因导致 国家集成电路基金持股比例下降的权益变动行为。 2.本次权益变动不涉及要约收购，不会影响公司的治理结构和持续经营。 一、本次权益变动基本情况 ■ 公司于近日收到国家集成电路基金出具的《关于股东减持至5%以下的告知函》和《简式权益变动报告 书》，获悉国家集成电路基金于2025年7月28日至2025年9月15日期间通过集中竞价交易方式减持公司股 份2,591,853股，占公司目前总股本724,088,670的0.357947%，因2023年11月22日至2025年9月15日期间 公司股权激励行权总股本增加导致被动稀释0.062843%。本次权益变动后，国家集成电路基金持有公司 ...

智通财经APP讯，北方华创(002371.SZ)公告，公司股东国家集成电路产业投资基金股份有限公司(简 称"国家集成电路基金")于2025年7月28日至2025年9月15日期间通过集中竞价交易方式减持公司股份 259.19万股，占公司目前总股本的0.357947%，因2023年11月22日至2025年9月15日期间公司股权激励行 权总股本增加导致被动稀释0.062843%。本次权益变动后，国家集成电路基金持有公司股份3620.39万 股，占公司总股本的4.999932%，不再是公司持股5%以上的股东。 ...

Key Points - The National Integrated Circuit Industry Investment Fund Co., Ltd. reduced its holdings in Northern Huachuang shares from July 28, 2025, to September 15, 2025, by selling 2.5919 million shares, accounting for 0.36% of the total share capital, at a price range of 334.26 to 387.71 CNY per share [1][1][1] - Before the reduction, the fund held 38.7958 million shares, representing 5.42% of the total shares, which decreased to 36.2039 million shares, or 5.00% after the reduction, falling below the 5% threshold and no longer being a major shareholder [1][1][1] - Due to the company's stock incentive plan, the total share capital increased by 8.3945 million shares, resulting in a passive dilution of 0.06% in the fund's shareholding [1][1][1] - The shares sold were sourced from the asset purchase project in 2016 and the non-public issuance project in 2019, with the relevant shares being released from restrictions in August 2019 and December 2022, respectively [1][1][1] - This reduction does not involve a tender offer and will not lead to a change in the company's actual control, nor will it have a significant impact on the company's governance structure and ongoing operations [1][1][1]

北方华创（002371）(002371.SZ)公告，公司股东国家集成电路产业投资基金股份有限公司(简称"国家集 成电路基金")于2025年7月28日至2025年9月15日期间通过集中竞价交易方式减持公司股份259.19万股， 占公司目前总股本的0.357947%，因2023年11月22日至2025年9月15日期间公司股权激励行权总股本增 加导致被动稀释0.062843%。本次权益变动后，国家集成电路基金持有公司股份3620.39万股，占公司总 股本的4.999932%，不再是公司持股5%以上的股东。 ...