证券代码：688549 证券简称：中巨芯 公告编号：2025-023 中巨芯科技股份有限公司 首次公开发行部分战略配售限售股上市流通公告 本公司董事会及全体董事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： 本次股票上市流通总数为11,583,011股。 本次股票上市流通日期为2025 年 9 月 8 日。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2023 年 6 月 13 日出具的《关于同意中巨芯 科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕1278 号）， 同意公司首次公开发行股票的注册申请，并经上海证券交易所同意，公司首次向 社会公开发行人民币普通股（A 股）股票 369,319,000 股，并于 2023 年 9 月 8 日 在上海证券交易所科创板上市，发行后公司总股本为 1,477,276,000 股，其中有限 售条件流通股 1,215,698,419 股，占本公司发行后总股本的 82.29%，无限售条件流 通股 261,577,581 股，占本公司发行后总股本的 17.71% ...

国泰海通证券股份有限公司 关于中巨芯科技股份有限公司 首次公开发行部分战略配售限售股上市流通的核查意见 三、本次上市流通的限售股的有关承诺 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 中巨芯科技股份有限公司（以下简称"中巨芯"或"公司"）首次公开发行股票 并在科创板上市及持续督导的保荐机构，根据《证券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》《上海证券交易所科创板上市公司自律 监管指引第 1 号——规范运作》等法律法规的相关规定，对中巨芯首次公开发行 部分战略配售限售股上市流通事项进行了核查，核查情况及核查意见如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2023 年 6 月 13 日出具的《关于同意中巨芯 科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕1278 号）， 同意公司首次公开发行股票的注册申请，并经上海证券交易所同意，公司首次向 社会公开发行人民币普通股（A 股）股票 369,319,000 股，并于 2023 年 9 月 8 日 在上海证券交易所科创板上市，发行后公司总股本为 1,477,276,000 股， ...

Core Points - Zhongjuxin announced that approximately 11.583 million restricted shares will be unlocked and listed for trading on September 8, 2025, representing 0.78% of the company's total share capital [2] Summary by Category - **Company Announcement** - The company disclosed the upcoming unlock date for restricted shares, which is set for September 8, 2025 [2] - The total number of shares to be unlocked is approximately 11.583 million [2] - The unlocked shares will account for 0.78% of the company's total equity [2]

证券之星消息，8月21日电子化学品板块较上一交易日下跌2.1%，德邦科技领跌。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。电子化学品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688683 | 莱尔科技 | 33.94 | 2.01% | 3.19万 | 1.07亿 | | 6108889 | 安集科技 | 155.55 | 1.01% | 4.30万 | 6.66亿 | | 688549 | 中巨芯 | 8.71 | 0.46% | 26.85万 | 2.33 Z | | 688550 | 瑞联新材 | 44.20 | 0.43% | - 3.01万 | 1.33亿 | | 688389 | 三平新科 | 69.00 | 0.19% | 1.88万 | 1.29亿 | | 002643 | 万润股份 | 13.32 | -0.08% | 20.61万 | 2.76亿 | | 688371 | 菲沃泰 | 20.97 ...

Investment Rating - The report provides a standard investment rating for the chemical industry, indicating a positive outlook for specific sectors within the industry [5]. Core Insights - The report highlights the impact of the explosion at Kanto Denka's facility in Japan, which is expected to create opportunities for domestic electronic gas suppliers as Kanto Denka holds a 90% market share in nitrogen trifluoride production in Japan [6][13]. - The first World Humanoid Robot Games held in Beijing is seen as a catalyst for the robotics industry's development, showcasing technological innovation and attracting talent [6][14]. - The report emphasizes the structural optimization of supply in the chemical sector, suggesting a focus on sectors with significant elasticity and competitive advantages, such as organic silicon and membrane materials [6][15]. Industry Performance - The report notes that during the week of August 11 to August 15, 2025, the CSI 300 index rose by 2.37%, while the Shenwan Basic Chemical Index increased by 2.46%, outperforming the market slightly [6][18]. - The top-performing sub-sectors included modified plastics (up 12.29%) and fluorochemicals (up 5.81%), while the worst performers were civil explosives (down 3.02%) and compound fertilizers (down 1.81%) [6][19]. Price Trends - Key products that saw price increases included hydrochloric acid (up 15.38%) and propylene (up 4.00%), while notable declines were observed in butanone (down 7.16%) and liquid ammonia (down 5.89%) [6][26]. - The report tracks price differentials, with significant increases in the propylene-propane differential (up 33.47%) and decreases in the bisphenol A-phenol differential (down 26.57%) [6][28]. Investment Recommendations - The report suggests focusing on sectors that may benefit from supply-side reforms, particularly organic silicon, membrane materials, and dye sectors, with recommended companies including Hoshine Silicon Industry and Zhejiang Longsheng [6][15]. - It also highlights the growing demand for health additives and sugar substitutes driven by new consumer trends, recommending companies that emphasize technological and product differentiation [6][16][17].

Group 1: Non-Bank Financial Industry - The balance of margin financing and securities lending has exceeded 2 trillion yuan, reflecting a 1.5% increase from the previous week, indicating a positive outlook for market trading activity [5][6] - In July, new A-share accounts opened on the Shanghai Stock Exchange increased by 70.5% year-on-year, with a total of 1,456.14 million new accounts opened from January to July, showing strong growth momentum [6] - The insurance sector is experiencing a push for high-quality development in commercial health insurance, with new policies aimed at enhancing product systems and service capabilities [7][8] Group 2: Agricultural Chemical Industry - The "one certificate, one product" policy for pesticides is set to take effect, benefiting leading pesticide companies by promoting standardized labeling and reducing market chaos [11][12] - Inventory levels for glyphosate and glufosinate have significantly decreased, with glyphosate inventory down 58.2% year-on-year, suggesting an upward trend for the agricultural chemical industry [12] - The agricultural chemical sector is expected to experience structural optimization, with a focus on companies with strong registration advantages and established sales channels [14][15] Group 3: Economic Policies - The implementation of a personal consumption loan interest subsidy policy aims to stimulate consumer spending, with a 1% subsidy on loans taken for consumption purposes from September 1, 2025, to August 31, 2026 [16] - A loan interest subsidy policy for service industry operators has been introduced, targeting sectors such as hospitality, health, and culture, to enhance service infrastructure and supply capabilities [16] Group 4: Market Performance - The Shanghai Composite Index closed at 3,665 points, up 0.50%, with the market facing a critical resistance level at 3,674 points [18][19] - The market data indicates a mixed performance among sectors, with the multi-financial sector leading gains, while sectors like aerospace and non-metallic materials faced declines [20][22] - The overall market sentiment remains cautious, with significant net outflows from large-cap stocks, indicating a need for careful monitoring of technical conditions [19][20]

Group 1 - The semiconductor materials and equipment theme index on the STAR Market has seen a strong increase of 1.57%, with notable gains from stocks such as Zhongchuan Special Gas (+20.01%) and Shanghai Hejing (+8.36%) [1] - The STAR Semiconductor ETF (588170) has risen by 4.09% over the past month, with a current price of 1.09 yuan and a trading volume of 33.85 million yuan [1] - The STAR Semiconductor ETF has experienced significant growth in scale, with an increase of 589.47 million yuan over the past week and a rise of 6 million shares [1] Group 2 - IDC predicts that by 2027, the share of inference computing power in China's intelligent computing will rise from approximately 41% in 2023 to 72.6% [2] - The demand for large model inference is expected to double, with a shift in focus towards inference capabilities in infrastructure [2] - Domestic AI capital expenditure is anticipated to maintain rapid growth, supported by regulatory measures aimed at enhancing network and data security [2] Group 3 - The STAR Semiconductor ETF (588170) tracks the semiconductor materials and equipment theme index, focusing on companies in semiconductor equipment (59%) and materials (25%) [3] - The semiconductor materials and equipment industry is a key area for domestic substitution, benefiting from the expansion of semiconductor demand driven by the AI revolution [3]

Group 1 - The core viewpoint of the news is the significant surge in artificial intelligence (AI) concept stocks, particularly in the semiconductor sector, driven by expectations surrounding the upcoming DeepSeek-R2 release [3] - Major stocks such as Cambricon and Shanghai Aojing experienced a 20% limit-up, while other companies like Zhongjuxin, Xinyuanwei, Haiguang Information, and SMIC also saw gains [1][3] - The semiconductor equipment ETF (561980) rose by 2.69%, with trading volume exceeding 75 million yuan, nearly doubling the previous day's total [1] Group 2 - The anticipated release window for DeepSeek-R2 is between August 15 and August 30, 2025, which has heightened market expectations following the release of ChatGPT-5 [3] - Cambricon's stock price reached a historical high, with a recent adjustment in its fundraising plan reducing the total amount from no more than 4.98 billion yuan to no more than 3.99 billion yuan [3] - Analysts believe that the long-term ceiling for AI chip industry market value is being raised due to improved model capabilities and a prosperous future application trend, with Cambricon's competitive edge in domestic AI chips remaining strong [3] Group 3 - Yole data indicates that AI is driving significant growth in the semiconductor value within data center servers, projected to reach approximately 500 billion dollars by 2030 [4] - The increase in semiconductor content in servers is primarily due to the rising demand for storage, processing, and interconnect silicon chips, largely driven by AI and machine learning [4] - CITIC Securities forecasts that the current semiconductor cycle is still in an upward phase, with AI continuing to be the main growth driver for the industry [4] Group 4 - Guosen Securities highlights a rebound in the semiconductor sector, driven by a threefold cyclical resonance leading to valuation expansion [5] - The North American computing power surge has become a major sentiment driver, particularly benefiting the switch and server industry chains due to changes in network architecture [5] - The semiconductor equipment ETF (561980) focuses on 40 companies in the semiconductor materials, equipment, and design sectors, with a high concentration in the upstream industry chain [5]

Core Insights - The semiconductor industry is experiencing a strong upward trend, with significant gains in key indices and ETFs, driven by AI-related developments and market sentiment [2][5][6] Market Performance - The China Securities Semiconductor Industry Index rose by 2.89% as of August 12, 2025, with notable individual stock performances, including Shanghai Hejing and Cambricon, both up by 20% [2] - The Semiconductor Industry ETF saw a 2.78% increase, with a recent price of 1.52 yuan, and a one-month cumulative increase of 2.93% [2] - The STAR Market Chip Index increased by 3.78%, with similar strong performances from key stocks [5] Liquidity and Trading Activity - The Semiconductor Industry ETF had a turnover rate of 13.05% and a trading volume of 23.71 million yuan, indicating active market participation [2] - The STAR Market Chip ETF had a turnover rate of 8.7% and a trading volume of 16.55 million yuan [5] Demand and Supply Dynamics - Global AI product iterations are driving up token consumption, with Google processing nearly 1 trillion tokens in June, doubling from May [7] - Domestic companies like Huawei and Baidu are advancing their AI capabilities, with Huawei previewing breakthrough technologies at a recent forum [7] Investment Trends - Upcoming AI industry conferences in September and October are expected to enhance industry communication and attract capital [7] - The semiconductor sector is poised to replicate overseas trends, with increasing domestic applications and self-developed chips [8] Sector Analysis - AI and high-performance computing remain core growth drivers, with strong demand for HBM and AI chips [9] - The semiconductor industry is expected to see price increases in storage markets, particularly for NAND Flash and DDR products [9] ETF Performance Metrics - The Semiconductor Industry ETF has seen a significant increase in scale and shares, with a one-week scale growth of 6.83 million yuan and a share increase of 6 million [10] - The ETF has achieved a one-year net value increase of 41.44% and a historical holding probability of 100% for one-year profitability [10] Risk and Fee Structure - The management fee for the Semiconductor Industry ETF is 0.50%, with a custody fee of 0.10%, among the lowest in comparable funds [13] - The tracking error for the ETF is 0.012%, indicating high tracking precision [14]

Group 1 - The core viewpoint of the news highlights the positive performance of the semiconductor sector, particularly the rise in the Sci-Tech Innovation Board Semiconductor Materials and Equipment Index and the related ETF [1][2] - The Sci-Tech Semiconductor ETF (588170) has seen a recent increase in trading volume and liquidity, with a turnover rate of 6.14% and a total transaction value of 26.4 million yuan [1] - The ETF's scale has reached 431 million yuan, marking a three-month high, with the number of shares also hitting a three-month high at 407 million shares [1] Group 2 - The semiconductor industry is experiencing a mild recovery in demand, with storage chip prices rebounding since February 2025, and DDR4 prices reaching 2022 highs [1] - Global pure semiconductor foundry revenue is expected to grow by 17% year-on-year, with revenue from the 3nm node increasing by over 600% [1] - The Sci-Tech Semiconductor ETF tracks the Sci-Tech Innovation Board Semiconductor Materials and Equipment Index, focusing on semiconductor equipment (59%) and materials (25%), which are key areas for domestic substitution [2]