| 证券代码：001287 证券简称：中电港 公告编号：2025-032 | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 深圳中电港技术股份有限公司 | | | | | | | | | | | | | | | 关于持股5%以上股东减持公司股份触及1% | | | | | | | | | | | | | | | 整数倍的公告 | | | | | | | | | | | | | | | 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。 | | | | | | | | | | | | | | | 一、权益变动基本情况 | | | | | | | | | | | | ...

中电港：国家集成电路基金近期减持1%公司股份 智通财经6月9日电，中电港(001287.SZ)公告称，公司持股5%以上股东国家集成电路产业投资基金股份 有限公司于2025年5月29日至6月6日通过大宗交易方式减持公司股份759.9万股，占公司当前总股本的 1.0000%。本次权益变动后，国家集成电路基金持有公司股份6813.83万股，占公司总股本的8.9667%， 权益变动触及1%的整数倍。 ...

Core Viewpoint - The leading company in display panel testing equipment, Jingce Electronics, is actively expanding its semiconductor business, evidenced by its recent acquisition of a 4.825% stake in Shanghai Jingce Semiconductor Technology Co., Ltd. from the National Integrated Circuit Industry Investment Fund [1][3] Group 1: Company Strategy and Developments - Jingce Electronics plans to enhance its semiconductor measurement business by acquiring additional shares in Shanghai Jingce, which focuses on semiconductor front-end measurement equipment [1][3] - The company has strategically shifted towards the semiconductor and new energy sectors, establishing a comprehensive layout in semiconductor testing [1][4] - As of April 2024, Jingce Electronics has secured semiconductor orders totaling approximately 16.68 billion yuan, indicating the significance of this sector to the company's overall performance [1][5] Group 2: Financial Performance - In 2024, Jingce Electronics reported a revenue of 25.65 billion yuan, a year-on-year increase of 5.59%, but faced a significant net profit decline of 165.02%, resulting in a loss of 97.6 million yuan [4] - The semiconductor sector showed remarkable growth, with revenues reaching 7.68 billion yuan in 2024, marking a 94.65% increase year-on-year [4][5] - The company’s R&D investment in the semiconductor field reached 3.58 billion yuan in 2024, reflecting a 32.76% increase, as it continues to focus on high-tech product development [4][5] Group 3: Market Position and Future Outlook - Jingce Electronics has successfully delivered and accepted products for advanced 7nm processes, with ongoing validation for even more advanced products [5] - The company is optimistic about the semiconductor industry's growth and its own position within it, planning to further optimize its business structure to focus on semiconductor advantages [5] - As of the first quarter of 2025, Jingce Electronics achieved a revenue of 6.89 billion yuan, a 64.92% increase year-on-year, and turned a profit with a net income of 37.6 million yuan [5]

| 证券代码：688035 证券简称：德邦科技 | | | | | | | | | | 公告编号：2025-034 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 烟台德邦科技股份有限公司 | | | | | | | | | | | | | | | | | | | | 关于持股 5%以上股东权益变动触及 | | | | | | | | | 1%刻度的提示性 | | | | | | | | | | | 公告 | | | | | | | | | | | | | | | | | | | | 投资者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。 | | | | | | | | | | | | | | | | | | | | 本公司董事会及全体董事保证公 ...

| | | 单位：万元 | | | --- | --- | --- | --- | | 资产总额及交易金 | | 资产净额及交易金 | | | | 项目 | 营业收入 | | | 额孰高 | 额孰高 | | | | 382,886.24 | 新昇晶投 46.7354%股权 | 185,156.68 | 53,080.45 | | 381,585.96 | 新昇晶科 49.1228%股权 | 381,585.96 | 29,717.38 | | 137,219.51 | 48.7805%股权 新昇晶睿 | 137,219.51 | 4,247.02 | | 901,691.72 | 本次交易标的资产合计 | 703,962.15 | 87,044.85 | | | 最近 12 个月购买资产太原晋科硅 | | | | | 材料技术有限公司 | | | | 1,151,691.72 | 累计计算 | 953,962.15 | 87,044.85 | | 资产总额及交易金 | | 资产净额及交易金 | | | | 项目 | | 营业收入 | | 额孰高 | 额孰高 | | | | 2,926,984.24 | 上市公 ...

智通财经5月20日电，德邦科技(688035.SH)公告称，公司于2025年5月20日收到国家集成电路产业投资 基金股份有限公司出具的《关于股东减持权益变动跨越1%的整数倍的告知函》。截至2025年5月19日， 国家集成电路基金通过大宗交易方式减持公司股份95万股，导致其持有的公司股份比例由18.65%减少 至17.98%，触及1%的整数倍。 德邦科技：国家大基金减持95万股 ...

德邦科技公告，公司于2025年5月20日收到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")出具的《关于股东减持权益变动跨越1%的整数倍的告知函》。截至2025年5月19日，国家 集成电路基金通过大宗交易方式减持公司股份95万股。国家集成电路基金持有公司股份数量由2652.83 万股减少至2557.83万股，占公司总股本比例由18.65%减少至17.98%，触及1%的整数倍。 ...

Core Viewpoint - The article discusses the recent share reduction plan by the National Integrated Circuit Industry Investment Fund, highlighting its significance in the semiconductor industry and the strategic partnership between Tongfu Microelectronics and AMD [2][3][4]. Group 1: Share Reduction Plan - The National Integrated Circuit Industry Investment Fund, holding 13,315.6578 million shares (8.77% of total shares) in Tongfu Microelectronics, plans to reduce its holdings by up to 3,793.9922 million shares (2.5% of total shares) within three months starting from June 11, 2025 [2]. Group 2: National Integrated Circuit Industry Investment Fund - The National Integrated Circuit Industry Investment Fund, known as the "Big Fund," is the largest industrial investment fund in China, established to support the development of the integrated circuit industry and address financing challenges [3]. - The first phase of the Big Fund entered a recovery period in 2019 after five years of investment, while the second phase was established in October 2019 with a registered capital of 204.15 billion [3]. - The third phase of the Big Fund is set to launch in May 2024, aiming to attract social capital for multi-channel financing support across the entire integrated circuit industry chain [3]. Group 3: Tongfu Microelectronics - Tongfu Microelectronics is a provider of integrated circuit packaging and testing services, offering comprehensive solutions across various sectors, including AI, high-performance computing, big data storage, 5G, and automotive electronics [3]. - The company has established a strong partnership with AMD, being its largest packaging and testing supplier, handling over 80% of AMD's total orders [4].

Core Viewpoint - The National Integrated Circuit Industry Investment Fund (referred to as "the Big Fund") is accelerating its exit from investments in semiconductor companies, particularly through the reduction of its stake in Tongfu Microelectronics, indicating a shift in investment strategy amid a sluggish semiconductor market [1][2][4]. Group 1: Investment Activities - The Big Fund plans to reduce its holdings in Tongfu Microelectronics by 37.94 million shares, not exceeding 2.5% of the total share capital, with an estimated total value of approximately 9.56 billion yuan [1][2]. - The Big Fund has been reducing its stake in Tongfu Microelectronics for three consecutive quarters, with the latest reduction bringing its ownership down from 11.26% to 8.77% [3][4]. - As of the end of Q1 2024, the Big Fund held over 14% of Tongfu Microelectronics, with the first phase holding 133 million shares (8.77%) and the second phase holding 20.52 million shares (5.49%) [2][4]. Group 2: Financial Performance - In Q1 2024, Tongfu Microelectronics reported revenue of 6.092 billion yuan, a year-on-year increase of 15.34%, while net profit grew by 2.94% to 101 million yuan [5][6]. - Despite the growth in revenue, the net profit growth rate lagged behind revenue growth, and both revenue and net profit saw a quarter-on-quarter decline of 10.41% and 18.94%, respectively [5][6]. - The company aims for a revenue target of 26.5 billion yuan in 2025, representing a year-on-year growth of 10.96% [7]. Group 3: Market Trends - The Big Fund's investment strategy focuses on key segments of the semiconductor industry, including wafer manufacturing, design, packaging, and equipment materials, with a significant portion allocated to wafer manufacturing [2]. - The semiconductor market is expected to benefit from the growing demand for AI applications, particularly in automotive AI chips and smart factory equipment, which will drive the demand for industrial chips [7].

第 632 期 2025-05-19 焦点事件 证监会亮剑！何某儒操纵股票，被罚没2.94亿元 李云泽指出，支持金融政策先行先试，完善首都金融服务体系。深化金融领域"两区"建设，助力构建首都金 融对外开放新高地。推动央地协同走深走实，共筑更加稳固的首都金融防线。 吴清指出，中国证监会将把推动资本市场高质量发展与更好服务首都发展紧密结合起来，把立足服务首都所 需和发挥资本市场所能紧密结合起来，深化投融资综合改革，加快推进北交所服务创新型中小企业主阵地建 设，强化多层次市场功能发挥，打造资本市场改革开放新高地，合力推进重点领域风险化解，更好实现资本 市场与首都经济发展的良性互动。 宏观要闻 5月LPR将公布 5月17日消息，证监会日前披露的行政处罚信息显示，自然人何某儒因操纵证券市场，被证监会"没一罚一"， 合计罚没2.94亿元。 这不是个例，记者注意到，今年以来，证监会已经开出了3张操纵市场的亿元级罚单。今年2月，杨某操纵"安 奈儿"等多只股票，盈利1.4亿元，被罚没2.8亿元。同月，谢某操纵"渝三峡A"等多只股票，盈利8145.26万 元，被罚没1.77亿元。 首都金融工作座谈会上潘功胜、李云泽、吴清有哪些最 ...