据统计，1月13日，盘后衢州发展、海汽集团、有棵树披露增持情况。包括千方科技、福达合金、大族 激光、大元泵业、华康洁净、经纬股份、海正生材、惠博普、莱绅通灵、泰凌微、汇通能源、菜百股 份、南大光电、昊海生科在内的14家A股上市公司披露减持情况。 | 1 | 衢州发展 | 控股股东提议以1亿元至2亿元回购公司股份 | | --- | --- | --- | | 2 | 海汽集团 | 第二大股东海南高速拟增持公司股份 | | 3 | 有棵树 | 实际控制人、董事王维计划增持公司股份 | | | | 2.12上市公司盘后减持情况 | | 1 | 千方科技 | 股东杭州灏月拟减持不超1.5%股份 | | 2 | 福达合金 | 控股股东王达武拟减持不超3%股份 | | 3 | 大族激光 | 控股股东大族控股拟减持不超0.9672%股份 | | র্ব | 大元泉业 | 股东韩元富拟减持不超3%股份 | | 5 | や康洁浄 | 控股股东、实际控制人及其一致行动人拟合计减持股份 | | 6 | 经纬股份 | 董事兼副总经理钟宜国、徐世峰拟合计减持不超1.53%股份 | | 7 | 海正生材 | 股东中石化资本拟减持不超1 ...

Group 1 - The core viewpoint of the article highlights the recent share buyback and increase plans by certain companies, alongside the share reduction announcements from several others [1][3]. Group 2 - Chuzhou Development's controlling shareholder proposed to repurchase company shares worth between 100 million to 200 million yuan [3]. - Hainan Highway, the second-largest shareholder of Hainan Airlines Group, plans to increase its stake in the company [3]. - Wang Wei, the actual controller and director of Youkeshu, intends to increase his shareholding in the company [3]. Group 3 - Several companies announced share reductions, including: - Qianfang Technology, where shareholder Hangzhou Haoyue plans to reduce holdings by no more than 1.5% [3]. - Fuda Alloy, with controlling shareholder Wang Dawu intending to reduce holdings by no more than 3% [3]. - Dazhu Laser, where controlling shareholder Dazhu Holdings plans to reduce holdings by no more than 0.9672% [3]. - Dayuan Pump Industry, with shareholder Han Yuanfu planning to reduce holdings by no more than 3% [3]. - Huakang Clean, where the controlling shareholder and actual controller plan to collectively reduce their holdings [3]. - Jingwei Shares, with directors planning to reduce holdings by no more than 1.53% [3]. - Haizheng Materials, where shareholder Sinopec Capital intends to reduce holdings by no more than 1% [3]. - Huibo Energy, with shareholder Ningbo Huitong planning to reduce holdings by no more than 0.99999% [3]. - Other companies also announced similar reductions, including Caibai Shares, Nanda Optoelectronics, and Haohai Biomedical [3].

Group 1: Industry Developments - The National Development and Reform Commission and other departments plan to establish a mandatory insurance system for unmanned aerial vehicles by 2027, enhancing low-altitude insurance products to meet various application needs [1] - Shenzhen's action plan aims to strengthen the semiconductor industry by leveraging AI technology in key areas such as chip design and software optimization, targeting high-performance AI chips for various applications [2] - The internet regulatory authority is intensifying efforts to combat the spread of false information generated by AI without proper labeling, having already addressed over 13421 accounts and 543,000 pieces of illegal information [3] Group 2: Company Updates - Semiconductor company Huahong Semiconductor reported a record fourth-quarter revenue of $659.9 million, a year-on-year increase of 22.4%, with a gross margin of 13.0% [6] - Semiconductor manufacturer SMIC anticipates continued growth driven by domestic product replacements and strong demand for AI-related storage, despite challenges in the low-end market [4] - Aerospace company Hangya Technology plans to raise up to 600 million yuan through convertible bonds to fund various projects, including an intelligent manufacturing base in Malaysia [8] - Hezhong Instrument may face delisting risk due to projected net losses of approximately 89 million yuan for 2025, with revenue expected to be around 97 million yuan [5]

Core Viewpoint - The National Big Fund reduced its stake in TaiLing Microelectronics by selling 4.6513 million shares, representing 1.932040% of the company's total share capital, and is no longer a major shareholder with over 5% ownership [1] Summary by Categories - **Shareholding Changes** - The National Big Fund's planned reduction was initially set to not exceed 2%, but it fell short by 163,600 shares [1] - After the reduction, the National Big Fund holds 12.0371 million shares, which is 4.999984% of the total share capital of the listed company [1] - **Impact on Major Shareholder Status** - With the current shareholding below 5%, the National Big Fund is no longer classified as a major shareholder of TaiLing Microelectronics [1]

证券代码：688591 证券简称：泰凌微 公告编号：2026-010 泰凌微电子（上海）股份有限公司 关于持股 5%以上股东减持股份结果暨股东权益变 动降至 5%以下的提示性公告 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： 大股东持股的基本情况 本次减持计划实施前，泰凌微电子（上海）股份有限公司（以下简称"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(以下简称"国家大基 金") 持有公司股份 16,688,400 股，占公司总股本比例为 6.93%。 上述股东所持股份来源均为公司首次公开发行股票并在上海证券交易所科 创板上市（以下简称"IPO"） 前取得的股份，且已于 2024 年 8 月 26 日起解除限 售并上市流通。 减持计划的实施结果情况 2025 年 10 月 23 日，公司于上海证券交易所网站（www.sse.com.cn）披露了 《泰凌微电子（上海）股份有限公司持股 5%以上股东减持股份计划公告》（公告 编号：2025-046），因股东自身经营需要，国家大基 ...

泰凌微电子(上海)股份有限公司简式权益变动报告书 股票上市地点: 上海证券交易所 股票简称:泰凌微 股票代码: 688591 信息披露义务人: 国家集成电路产业投资基金股份有限公司 注册地址:北京市北京经济技术开发区景园北街 2 号 52 幢 7 层 718 室 通讯地址：北京市西城区真武庙 1 号职工之家 C 座 21-23 层 股份变动性质: 股份减持、被动稀释 ွ် 签 日期: 2026 年 2 月 12 日 信息披露义务人声明 一、本报告书系信息披露义务人依据《公司法》《证券法》《上市公司收购管 理办法》《证券期货法律适用意见第 19 号 -- 第十三条、第十四条的适用意见》 和《公开发行证券的公司信息披露内容与格式准则第 15 号 -- 权益变动报告书》 等相关法律、法规及规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准,其履行不违反 信息披露义务人章程或内部规则中的任何条款,或与之相冲突。 三、依据《证券法》《上市公司收购管理办法》《公开发行证券的公司信息披 露内容与格式准则第 15 号 -- 权益变动报告书》相关规定,本报告书已全面披 露了信息披露义务人在泰凌微电子(上海) ...

证券代码：688591 证券简称：泰凌微 公告编号：2026-009 泰凌微电子（上海）股份有限公司 2026年第一次临时股东会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2026 年 2 月 12 日 （二） 股东会召开的地点：中国（上海）自由贸易试验区盛夏路 61 弄 1 号 11 层 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 236 | | --- | --- | | 普通股股东人数 | 236 | | 2、出席会议的股东所持有的表决权数量(股) | 28,382,962 | | 普通股股东所持有表决权数量(股) | 28,382,962 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 12.0012 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 12 ...

北京市中伦（上海）律师事务所 关于泰凌微电子（上海）股份有限公司 2026 年第一次临时股东会的 法律意见书 $$\Xi=\mathrm{O}\Longrightarrow\mathrm{\P}\not\Xi=\mathrm{\P}\not\Xi$$ 法律意见书 北京市中伦（上海）律师事务所 关于泰凌微电子（上海）股份有限公司 2026 年第一次临时股东会的 法律意见书 致：泰凌微电子（上海）股份有限公司（以下简称"公司"） 北京市中伦（上海）律师事务所（以下简称"本所"）接受公司的委托，指 派律师出席并见证公司2026年第一次临时股东会（以下简称"本次会议"）。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中 华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》 （以下简称"《股东会规则》"）、《律师事务所从事证券法律业务管理办法》 （以下简称"《证券法律业务管理办法》"）、《律师事务所证券法律业务执业 规则（试行）》（以下简称"《证券法律业务执业规则》"）等相关法律、行政 法规、规章、规范性文件及《泰凌微电子（上海）股份有限公司章程》（以下简 称"《公司章程》"）的 ...

Core Viewpoint - The announcement indicates that the National Integrated Circuit Industry Investment Fund (国家大基金) has reduced its stake in TaiLing Microelectronics (泰凌微) by 4.6513 million shares, representing 1.932040% of the company's total share capital, and is no longer a major shareholder with over 5% ownership [1] Summary by Relevant Sections - **Shareholding Changes** - The National Integrated Circuit Industry Investment Fund reduced its holdings from a planned maximum of 2% to an actual reduction of 1.932040%, resulting in an unfulfilled reduction of 163,600 shares [1] - After the reduction, the fund holds 12.0371 million shares, which is 4.999984% of the total share capital of TaiLing Microelectronics [1]

泰凌微公告称，持股5%以上股东国家大基金实施减持计划。减持前其持有公司股份16,688,400股，占总 股本6.93%。2025年10月23日披露减持计划，拟在2025年11月13日-2026年2月12日减持不超4,814,870 股，不超总股本2%。截至公告披露日，已减持4,651,261股，减持比例1.932040%，减持总金额 203,955,405.50元。现持有公司股份12,037,139股，占比4.999984%，不再是持股5%以上股东，本次权益 变动不触及要约收购，不影响公司控股权。 ...