证券代码：688593 证券简称：新相微 公告编号：2026-001 上海新相微电子股份有限公司 关于公司收到房产税退税款的公告 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、准确性和完整性承担法律责任。 上海新相微电子股份有限公司（以下简称"公司"）于近日收到 2024 年度房 产税退税款项，现将相关情况公告如下： 一、基本情况 根据《国家税务总局上海市徐汇区税务局税务事项通知书》（沪徐税 通〔2025〕 5764 号），税务机关核准公司提出的房产税退税申请。公司于近日收到 2024 年 度房产税退税款 1,466,967.19 元。该笔款项已达到公司 2024 年度经审计净利润 的 17.40%。 二、对公司的影响 上海新相微电子股份有限公司董事会 2026 年 1 月 6 日 根据《企业会计准则》有关规定，该笔退税款项预计对公司 2025 年度利润 产生一定影响。上述数据尚未经审计，具体的会计处理以及对公司 2025 年度损 益的影响最终以会计师年度审计确认后的结果为准。 特此公告。 ...

格隆汇1月5日丨新相微(688593.SH)公布，根据《国家税务总局上海市徐汇区税务局税务事项通知书》 （沪徐税通〔2025〕5764号），税务机关核准公司提出的房产税退税申请。公司于近日收到2024年度房 产税退税款146.7万元。该笔款项已达到公司2024年度经审计净利润的17.40%。 ...

格隆汇1月5日丨新相微(688593.SH)公布，根据《国家税务总局上海市徐汇区税务局税务事项通知书》 （沪徐税通〔2025〕5764号），税务机关核准公司提出的房产税退税申请。公司于近日收到2024年度房 产税退税款146.7万元。该笔款项已达到公司2024年度经审计净利润的17.40%。 ...

Market Overview - The main board saw significant gains with stocks like Hubei Broadcasting (+10.07%), Yuyin Co. (+10.04%), and Jinyi Film (+10.04%) leading the charge [1] - The ChiNext board also performed well, with Baina Qiancheng rising by 19.94% and Digital Certification increasing by 17.46% [1] - The Sci-Tech Innovation board was led by Dingtong Technology (+10.28%) and New Xiangwei (+9.54%) [1] - Active sub-industries included SW Robotics (+4.30%) and SW Marketing Agency (+2.88%) [1] Domestic News - TSMC has quietly announced the mass production of chips using its N2 (2nm) process, achieving improvements in performance and power consumption [1] - Domestic CMOS manufacturer Geke has launched two new single-chip 50 million pixel image sensors, GC50F0 and GC50D1, with the former being the world's first to use 0.64μm small pixels [1] - Aibang has released the Loomos AI display glasses S1, featuring a resolution of 356x200 and a contrast ratio of 1000:1, enhancing visual clarity [1] - BOE has activated China's first 8.6-generation AMOLED production line, with a monthly design capacity of 32,000 glass substrates, focusing on high-end OLED displays for smart devices [1] Company Announcements - Huahai Chengke announced an expected daily related transaction amount of 60 million yuan for 2026, slightly up from 59 million yuan in 2025 due to increased sales and procurement needs [3] - Tonglian Precision reported a delay in some fundraising investment projects, with the Hunan Changsha MIM product production base and Fan Hai R&D center now postponed to June 30, 2026 [3] - Yaxin Security received a government subsidy of 8.5236 million yuan, which is intended to support daily operations or specific projects [3] - Sanlipu announced that it and its subsidiary have obtained 10 patent certificates related to polarizer production and testing [3] International News - Meta has announced plans to acquire the Chinese AI startup Manus, integrating its services into Meta AI products [4] - Omdia forecasts that the transparent display market will reach $100 million by 2032, with a CAGR of 9.3% driven by larger public display screens [4] - Fujitsu has joined a next-generation AI memory development program led by SoftBank, aimed at creating efficient memory solutions for large language models [4] - NVIDIA has completed a $5 billion stock purchase from Intel, customizing Intel's CPUs for its AI platform while integrating NVIDIA's GPU technology into Intel's SoC processors [4]

Core Viewpoint - The semiconductor sector experienced a rise of 1.62% on December 30, with N Qiang leading the gains, while the overall market showed mixed results with the Shanghai Composite Index closing at 3965.12, down 0.0% [1]. Group 1: Stock Performance - N Qiang (688809) closed at 226.01, up 165.61% with a trading volume of 180,700 shares [1]. - Other notable gainers include: - Saiwei Electronics (300456) at 62.15, up 10.47% with a volume of 1,204,000 shares [1]. - New Xiangwei (688593) at 20.90, up 9.54% with a volume of 215,300 shares [1]. - Dongxin Co. (688110) at 134.91, up 9.49% with a volume of 385,100 shares [1]. - Zhuosheng Micro (300782) at 82.40, up 8.09% with a volume of 384,000 shares [1]. Group 2: Capital Flow - The semiconductor sector saw a net inflow of 432 million yuan from institutional investors, while retail investors contributed a net inflow of 1.774 billion yuan [2]. - Notable capital flows include: - N Qiang (688809) had a net inflow of 18.24 billion yuan from institutional investors, but a net outflow of 1.173 billion yuan from retail investors [3]. - Saiwei Electronics (300456) experienced a net inflow of 588 million yuan from institutional investors, with a net outflow of 110 million yuan from retail investors [3]. - Haiguang Information (688041) had a net inflow of 423 million yuan from institutional investors [3].

责任编辑：栎树 | | | | | 半导体板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | 1 | 688809 | N强- | 1 | 176.30 | 305亿 | 176.30 | | 2 | 688593 | 新相微 | | 12.32 | 98.48 Z | 17.10 | | 3 | 600877 | 电科芯片 | 1 | 10.01 | 215亿 | 37.45 | | 4 | 300782 | 卓胜微 | 1 | 9.75 | 448亿 | -6.61 | | 5 | 688110 | 东芯股份 | 1 | 8.51 | 591亿 | 436.95 | | 6 | 300456 | 寒微电子 | 海 | 5.35 | 434 乙 | 244.99 | | 7 | 688691 | 灿応股份 | 1 | 5.21 | 131亿 | 42.38 | | 8 | 688256 | 寒武纪-U | 1 | 5.17 | 6025 Z | 117.13 ...

Group 1 - The core viewpoint of the article highlights the strong performance of chip concept stocks in the A-share market, with significant gains observed in several companies [1] - Xinxiang Microelectronics saw an increase of over 12%, while Electric Science Chip reached a 10% limit up, indicating robust investor interest [1] - Other notable performers included Zhuosheng Microelectronics with a nearly 10% rise, Dongxin Co. with over 8%, and both Saiwei Electronics and Canxin Co. with gains exceeding 5% [1] Group 2 - The news also reports that SMIC (Semiconductor Manufacturing International Corporation) plans to issue shares worth 40.6 billion yuan to acquire a 49% stake in Zhongxin North, which is held by the National Integrated Circuit Fund and four other parties [1] - Upon completion of this transaction, SMIC will gain full control over this key 12-inch wafer foundry enterprise, enhancing its market position [1]

证券代码：688593 证券简称：新相微 公告编号：2025-090 王大凯近三年未因执业行为受到刑事处罚，未因执业行为受到证监会及其派 出机构、行业主管部门的行政处罚、监督管理措施，未因执业行为受到证券交易 场所、行业协会等自律组织的自律监管措施、纪律处分等情况。 上海新相微电子股份有限公司 关于变更签字注册会计师的公告 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。 上海新相微电子股份有限公司（以下简称"新相微"或"公司"）分别于 2025 年 4 月 24 日召开第二届董事会第七次会议、2025 年 6 月 20 日召开的 2024 年年度股东大会，审议通过了《关于续聘会计师事务所的议案》，同意聘北京德 皓国际会计师事务所（特殊普通合伙）（以下简称"北京德皓国际"）为公司 2025 年审计机构。具体内容详见公司于 2025 年 4 月 26 日在上海证券交易所网 站披露的《关于续聘会计师事务所的公告》（编号：2025-029）。近日，公司收 到北京德皓国际《关于变更上海新相微电子股份有限公司 2025 年度审计签字注 ...

证券代码：688593 证券简称：新相微 公告编号：2025-089 上海新相微电子股份有限公司 关于注销部分募集资金专户的公告 截至本公告披露日，募集资金专项账户的注销情况如下： 根据中国证券监督管理委员会《关于同意上海新相微电子股份有限公司首次 公开发行股票注册的批复》（证监许可〔2023〕731 号），同意上海新相微电子 股份有限公司（以下简称"公司"或"新相微"）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 9,190.5883 万股，每股发行价格为人民币 11.18 元，募集资金总额为人民币 102,750.78 万元，扣除各项发行费用（不含增值税）人民币 11,093.31 万元后， 实际募集资金净额为人民币 91,657.46 万元。上述募集资金已全部到位，并经大 华会计师事务所（特殊普通合伙）审验，于 2023 年 5 月 29 日出具《验资报告》 （大华验字[2023]000289 号）。 募集资金到账后，公司已对募集资金进行了专户存储管理，并与保荐机构中 国国际金融股份有限公司、存放募集资金的商业银行签署了《募集资金专户存储 三方监 ...

证券代码：688593 证券简称：新相微 公告编号：2025-091 上海新相微电子股份有限公司 2025年第二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 （四） 表决方式是否符合《公司法》及公司章程的规定，股东会主持情况等。 本次股东会由公司董事会召集，董事长 Peter Hong Xiao（肖宏）先生主持，采 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：2025 年 12 月 26 日 （二） 股东会召开的地点：上海市徐汇区苍梧路 10 号 T3 办公楼 （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 | 96 | | --- | --- | | 普通股股东人数 | 96 | | 2、出席会议的股东所持有的表决权数量 | 295,998,965 | | 普通股股东所持有表决权数量 | 295,998,965 | | 3、出席会议的股东所持有表决权数量占公司表 ...