星宸科技（301536）公告，股东昆桥资本股权投资基金管理(深圳)有限公司-昆桥(深圳)半导体科技产业 股权投资基金合伙企业及其一致行动人昆宸(深圳)企业管理咨询合伙企业计划自公告披露之日起15个交 易日后的3个月内，通过集中竞价交易方式和/或大宗交易方式合计减持公司股份不超过1052.65万股， 占公司总股本的2.5%。昆桥资本已通过中国证券投资基金业协会的政策备案申请，符合相关规定。减 持原因为股东自身资金需求。 ...

证券代码：301536 证券简称：星宸科技 公告编号：2025-024 星宸科技股份有限公司 关于公司持股5%以上股东减持股份预披露公告 股东昆桥资本股权投资管理（深圳）有限公司－昆桥（深圳）半导体科技产业股权 投资基金合伙企业（有限合伙）与昆宸（深圳）企业管理咨询合伙企业（有限合伙）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、星宸科技股份有限公司（以下简称"公司"）股东昆桥资本股权投资管 理（深圳）有限公司－昆桥（深圳）半导体科技产业股权投资基金合伙企业（有 限合伙）（以下简称"昆桥资本"）及其一致行动人昆宸（深圳）企业管理咨询 合伙企业（有限合伙）（以下简称"昆宸"）合计持有公司股份25,795,440股（占 公司总股本的6.13%），为公司首次公开发行前已发行的股份。 2、昆桥资本与昆宸计划自本公告披露之日起15个交易日后的3个月内，以集 中竞价交易方式和/或大宗交易方式合计减持公司股份不超过10,526,500股（占 公司总股本的2.5%）。若公司在本减持计划实施期间发生送股、 ...

Group 1 - The core viewpoint of the news highlights the positive performance of the artificial intelligence sector, with the China Securities Artificial Intelligence Industry Index showing an increase of 0.14% and several constituent stocks experiencing significant gains [1] - The artificial intelligence ETF (515980) has seen a trading volume of 72.55 million yuan and a recent average daily trading volume of 125 million yuan over the past month, indicating strong market interest [3] - The total scale of the artificial intelligence ETF has reached 3.538 billion yuan, with a total inflow of 53.59 million yuan over the last 22 trading days, suggesting robust investor confidence [3] Group 2 - The upcoming Global Artificial Intelligence Technology Conference (GAITC 2025) in Hangzhou will feature prominent figures from academia and industry, focusing on AI technology breakthroughs and industry trends [3] - The computer sector has experienced a new wave of growth driven by AI and self-controllable themes, despite facing fundamental pressures due to limited downstream spending [4] - UBS notes that international market interest in Chinese assets is increasing, particularly in new productivity sectors like artificial intelligence and high-end manufacturing, which are reshaping the narrative of the Chinese stock market [4] Group 3 - The artificial intelligence ETF is currently the only product tracking the artificial intelligence industry index, providing investors with exposure to high-growth potential companies in the sector [5] - Investors can also consider the Hua Fu Artificial Intelligence ETF linked funds to gain access to the artificial intelligence sector [5]

Group 1: AI Industry Insights - The China Securities Artificial Intelligence Theme Index (930713) has seen a 0.16% increase, with notable gains from companies like Xingchen Technology (301536) up 4.83% and Hengxuan Technology (688608) up 3.08% [1] - The AI Artificial Intelligence ETF (512930) has experienced a 2.46% increase over the past week, ranking in the top third among comparable funds [1] - The Chinese government plans to establish 10 national data factor comprehensive experimental zones in regions like Beijing and Zhejiang to enhance the integration of the real economy and digital economy [2] Group 2: Financial Performance and Trends - The AI Artificial Intelligence ETF has a current scale of 1.963 billion yuan, with a net outflow of 18.48 million yuan recently, but has seen a total inflow of 61.19 million yuan over the past 22 trading days [1] - The annualized subscription revenue for ChatGPT in May 2025 increased by 20% compared to April, reaching 1.25 billion USD, while Grok's annualized subscription revenue grew by 13.84% to 1.933 million USD [3] - The Consumer Electronics Theme Index (931494) has shown mixed performance among its constituent stocks, with notable gains from companies like Zhaoyi Innovation (603986) up 6.17% [6] Group 3: Market Dynamics - The Consumer Electronics ETF (561600) has seen a recent increase of 2.20% over the past week, with a trading volume of 5.1081 million yuan [6] - The top ten weighted stocks in the AI Artificial Intelligence Theme Index account for 51.56% of the index, indicating a concentrated investment in key players [13] - The online consumption ETF closely tracks the performance of the China-Hong Kong-Shenzhen Online Consumption Theme Index, which includes major companies like Alibaba and Tencent, representing 56.98% of the index [11]

南开大学金融学教授田利辉指出，此次创业板指样本调整反映出强化新质生产力布局、提升指数代表性与流动性、服务国家战略安全需求的市场 趋势与政策导向。在资源配置层面，样本调整发挥着引导资金流向高成长领域、深化市场优胜劣汰机制、增强指数投资功能的作用，助力优质企 业成长，优化市场生态，促进资本市场良性循环。 【环球网财经综合报道】深圳证券交易所及其全资子公司深圳证券信息有限公司6月3日发布公告，宣布将对创业板指实施样本定期调整，更换其 中8只样本，这一调整将于2025年6月16日正式实施。创业板指自2010年6月1日正式发布以来，已走过十五个年头。十五年间，创业板指不断优化 自身结构，累计调整逾50次，十五周年之际再次"焕新"再出发。 此次调整中，蓝色光标、长盈精密、全志科技、电连技术、协创数据、锐捷网络、乖宝宠物和星宸科技等8只股票被调入创业板指。据Wind资讯 数据统计，截至6月4日，这8家新调入的公司市值均在186亿元以上，其中全志科技、电连技术、锐捷网络、乖宝宠物和协创数据等5家企业均属 于战略性新兴产业。新样本股的纳入，让创业板指更精准地锚定新质生产力发展方向。新一期样本在研发创新与制度适配层面均实现显著跃 ...

本报记者 田鹏 6月3日，深圳证券交易所及其全资子公司深圳证券信息有限公司发布公告称，根据指数编制规则，将对创业板指实施样本 定期调整，更换其中8只样本。相关调整将于2025年6月16日正式实施。 创业板指自2010年6月1日正式发布以来，已历经十五载。十五年间，创业板指通过持续优化自身结构，更好地反映创业板 市场的整体表现与发展趋势。据统计，叠加本次调整，指数样本股已累计历经逾50次调整。 南开大学金融学教授田利辉在接受《证券日报》记者采访时表示，创业板指样本调整反映出强化新质生产力布局、提升指 数代表性与流动性、服务国家战略安全需求的市场趋势与政策导向；在资源配置层面，样本调整发挥着引导资金流向高成长领 域、深化市场优胜劣汰机制、增强指数投资功能的作用，助力优质企业成长，优化市场生态，促进资本市场良性循环。 纳新提质 随着新样本股的纳入，创业板指将更精准地锚定新质生产力发展方向。数据印证，新一期样本在研发创新与制度适配层面 均实现显著跃升：2024年样本企业研发投入平均增幅达10%，22家企业研发投入均超10亿元；注册制样本公司数量达17家，权 重提升至7%，为指数注入强劲创新动能与制度活力，使其更契合资 ...

Core Viewpoint - The article summarizes the EDA (Electronic Design Automation) tool expenditures mentioned in the 2024 financial reports of 15 listed SoC/MCU/ASIC chip design companies, indicating that EDA expenses are relatively low, around 1% of total R&D costs, but are crucial for chip design [1]. Group 1: EDA Expenditures - Few companies disclose EDA tool expenses in their annual reports, and the disclosed amounts are generally low compared to overall R&D expenses [1]. - EDA tools are essential in chip design, akin to physical education in school exams, where despite low scoring weight, failing to meet standards can prevent entry into prestigious institutions [1]. - Companies like 瑞芯微 reported a significant increase of 294.58% in long-term payables due to increased EDA tool purchases [1][2]. Group 2: Company-Specific Insights - 中科蓝讯 reported EDA tool payables with a year-end balance of 5,309,734.52 yuan, down from 6,163,510 yuan at the beginning of the period [2][3]. - 普冉半导体 noted a 77% increase in intangible assets attributed to new EDA and IP purchases [5]. - 炬芯科技 indicated a 217% increase in other payables, primarily due to increased EDA tool procurement [7]. - 国民技术 reported EDA tool amortization of 370,000 yuan in long-term deferred expenses [14]. Group 3: Government Support and Risks - 晶晨股份 received government subsidies for EDA innovation applications [9]. - Several companies, including 恒玄科技 and 国科微, mentioned risks associated with EDA in their reports [13][16]. - 北京君正 received multiple EDA-related subsidies, highlighting government support for the industry [16].

星宸科技股份有限公司 简式权益变动报告书 上市公司名称：星宸科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：星宸科技 股票代码：301536 信息披露义务人 1：石誠投資股份有限公司 住所及通讯地址：Units 610 – 611, 6/F, Tower 2, Lippo Centre, 89 Queensway, Admiralty, Hong Kong 信息披露义务人 2：Minos International Limited 住所及通讯地址：Units 610 – 611, 6/F, Tower 2, Lippo Centre, 89 Queensway, Admiralty, Hong Kong 股份变动性质：股份减少（持股比例减少至 5%以下） 简式权益变动报告书签署日期：2025 年 6 月 3 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称《" 证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《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》（以下简称"准则 15 号"） 及相关的法律、法规编写本报告书。 ...

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。 重要内容提示： 1、本次权益变动主体为合计持有星宸科技股份有限公司（以下简称"星宸 科技"或"公司"）5%以上股份的股东石誠投資股份有限公司、Minos International Limited（以下简称"出让方"）。本次权益变动后，出让方拥有权 益的股份占公司总股本的比例由 6.8898%下降至 4.9998%。 2、出让方不属于星宸科技控股股东、实际控制人、董事、高级管理人员， 本次权益变动不会导致上市公司第一大股东、控股股东及实际控制人发生变化， 不会对公司治理结构及持续经营产生重大影响。 3、本次权益变动为询价转让方式，不会通过集中竞价交易方式进行，不触 及要约收购。受让方通过询价转让受让的股份，在受让后 6 个月内不得转让。 4、出让方询价转让股份数量为 7,958,034 股，占公司总股本的 1.8900%；询 价转让的价格为 47.74 元/股，交易金额 379,916,543.16 元。 证券代码：301536 证券简称：星宸科技 公告编号：2025-023 星宸科技股份有限公司 股东询价转让结果报告书暨持股 5%以上股东持 ...

中信证券股份有限公司 关于星宸科技股份有限公司 股东向特定机构投资者询价转让股份的核查报告 深圳证券交易所： | 序号 | 股东名称 | 截至 | 2025 年 | 5 月 | 16 日 | 持股比例 | | --- | --- | --- | --- | --- | --- | --- | | | | 收盘持股数量（股） | | | | | | 1 | Minos International Limited | | 11,057,040 | | | 2.63% | （二）本次询价转让数量 本次拟询价转让股数上限为 7,958,034 股，受让方获配后，本次询价转让情况如下： | 转让股东名称 | 转让股份数量（股） | 占总股本比例 | 占所持股份比例 | 转让股份来源 | | --- | --- | --- | --- | --- | | Minos International | 7,958,034 | 1.89% | 71.97% | 首发前股份 | | Limited | | | | | 中信证券股份有限公司（以下简称"中信证券"或"组织券商"）受委托担任 Minos International L ...