Group 1 - The company Lexin Technology (688018.SH) announced a share reduction plan by its major shareholder and senior management [1] - Lexin Hong Kong plans to reduce its holdings by up to 1,350,000 shares, representing approximately 1.2032% of the total share capital [1] - Senior executive Shao Jingbo intends to reduce his holdings by up to 6,029 shares, accounting for about 0.0054% of the total share capital [1] Group 2 - As of the announcement date, Lexin Hong Kong holds 45,016,142 shares, which is 40.1212% of Lexin Technology's total share capital [1] - Shao Jingbo holds 24,118 shares, representing 0.0215% of the total share capital [1] - The share reduction will occur within three months starting from June 2, 2025, to September 1, 2025 [1] Group 3 - Lexin Technology's 2024 annual report indicates that Lexin Hong Kong is the controlling shareholder [2] - The company plans to raise up to RMB 177,787.67 million through a specific issuance of A-shares, with net proceeds intended for various R&D projects and working capital [2] - The total number of shares to be issued in this specific offering will not exceed 11,220,043 shares, which is 10% of the pre-issue share capital [2] Group 4 - Lexin Technology's initial public offering raised a total of RMB 125,200.00 million, with a net amount of RMB 113,165.22 million after deducting issuance costs [3] - The company originally planned to raise RMB 101,140.93 million for various technology and R&D projects [3] - The actual issuance costs totaled RMB 12,034.78 million, including underwriting fees of RMB 10,794.42 million [3]

Group 1 - Huanhong Company experienced a decline of over 10% in stock price [1] - Lexin Technology fell by over 5% [1] - Other companies such as SMIC, Weicai Technology, Chipone Technology, Guomin Technology, Aojie Technology, and Canxin Technology saw an increase in stock prices [1] Group 2 - SMIC reported a net profit growth of 167% year-on-year for the first quarter [1] - The company anticipates a revenue decline of 4% to 6% quarter-on-quarter for the second quarter [1]

Group 1 - The semiconductor sector experienced a decline at the beginning of trading, with notable drops in stock prices [1] - Hua Hong Semiconductor saw a decrease of over 10% [1] - Lexin Technology fell by more than 5% [1] - SMIC (Semiconductor Manufacturing International Corporation) dropped over 3% [1] - Other companies such as Weicai Technology and Chipone also faced declines [1]

Investment Announcements - Jinchengxin plans to invest approximately $231 million in the development of the Alacran copper-gold-silver mine project, aiming to acquire a 55% stake in CMH Colombia S.A.S. after the acquisition [3] - China Merchants Bank intends to invest 15 billion yuan to establish a wholly-owned financial asset investment company, enhancing its integrated financial services capabilities [5][6] Performance Reports - Huahong Semiconductor reported Q1 2025 revenue of 3.913 billion yuan, an 18.66% year-on-year increase, but net profit decreased by 89.73% to 22.76 million yuan due to uncertainties in the semiconductor industry [7] - King Long Motor's April bus sales were 3,611 units, a 3.91% year-on-year decrease, while production was 4,361 units, down 5.79% year-on-year [8] - Zhengbang Technology reported April sales of 609,800 pigs, with revenue of 738 million yuan, a 174.29% year-on-year increase, attributed to orderly resumption of production [9] - Sunac China achieved a contract sales amount of approximately 1.1 billion yuan in April, with a cumulative total of 11.2 billion yuan by the end of April [10] Major Contracts - Pinggao Electric won contracts totaling approximately 1.751 billion yuan from the State Grid, representing 14.12% of its 2024 revenue [13] - State Grid Information Technology's subsidiaries secured contracts worth 477 million yuan, positively impacting future operating performance [14] - Dongfang Iron Tower won contracts worth about 100 million yuan from the State Grid, accounting for 2.39% of its 2024 revenue [15] - Jiaojian Co. won a construction project worth approximately 704 million yuan, representing 8.43% of its 2024 revenue [16] Shareholding Changes - Ruihua Tai's shareholder plans to reduce holdings by up to 1% of the company's shares [17][18] - *ST Gengxing's controlling shareholder intends to increase holdings between 30 million and 60 million yuan [19] - Lexin Technology's shareholder plans to reduce holdings by up to 1.2032% of the company's shares [20] Share Buybacks - Sichuan Meifeng plans to repurchase shares worth 50 million to 70 million yuan, with a maximum buyback price of 10.07 yuan per share [21]

Investment Announcements - Jincheng intends to invest approximately $231 million in the Alacran copper-gold-silver mine project, following the acquisition of a 5% stake in CMH Colombia S.A.S., which will allow it to hold a 55% stake and control the project development [3] - Huasheng Technology's subsidiary plans to sell a 5.4019% stake in Shanghai Lingkai Technology Co., Ltd. for 200 million yuan, resulting in the subsidiary no longer holding shares in the company [4] - China Merchants Bank plans to invest 15 billion yuan to establish a wholly-owned financial asset investment company, which will enhance its integrated operations and service capabilities [5] Performance Reports - Huahong's Q1 revenue reached 3.913 billion yuan, a year-on-year increase of 18.66%, while net profit dropped by 89.73% to 22.76 million yuan, indicating challenges in the semiconductor industry due to international and policy changes [7] - King Long Automobile reported a production of 4,361 buses in April, a decrease of 5.79% year-on-year, with sales of 3,611 buses, down 3.91% [8] - Zhengbang Technology's April pig sales reached 609,800 heads, with revenue of 738 million yuan, showing a significant year-on-year increase of 174.29% [9] - Sunac China achieved a contract sales amount of approximately 1.1 billion yuan in April, with a cumulative total of 11.2 billion yuan by the end of April [11] - *ST Aonong reported a pig sales volume of 132,800 heads in April, a year-on-year decrease of 14.42% [12] Major Contracts - Pinggao Electric won contracts totaling approximately 1.751 billion yuan from the State Grid, representing 14.12% of its 2024 revenue [14] - State Grid Information Technology's subsidiaries secured contracts worth 477 million yuan, positively impacting future performance [15] - Dongfang Tower won a procurement project from the State Grid worth about 100 million yuan, accounting for 2.39% of its 2024 revenue [16] - Jiaojian Co. won a construction project worth approximately 704 million yuan, with a project duration of 870 days, representing 8.43% of its 2024 revenue [17] Shareholding Changes - Ruihua Tai's shareholder plans to reduce holdings by up to 1% of the company's shares [19] - *ST Gengxing's controlling shareholder intends to increase holdings between 30 million and 60 million yuan [20] - Lexin Technology's shareholder plans to reduce holdings by up to 1.2032% of the company's shares [22] Share Buybacks - Sichuan Meifeng plans to repurchase shares worth between 50 million and 70 million yuan, with a maximum repurchase price of 10.07 yuan per share [24]

重要内容提示： 乐鑫香港本次拟通过集中竞价或大宗交易方式减持所持有的公司股份 为不超过 1,350,000 股，约占公司目前总股本的 1.2032%，邵静博本次 拟通过集中竞价方式减持所持有的公司股份分别为不超过 6,029 股，约 占公司目前总股本的 0.0054%。本次减持将于本公告日起十五个交易日 后的三个月内进行，期间为 2025 年 6 月 2 日至 2025 年 9 月 1 日。若 在减持计划实施期间公司发生送股、资本公积转增股本、配股等股份 变更事项的，将根据相关规定对拟减持数量进行相应调整。 1 大股东及高级管理人员持有股份的基本情况 截至本公告日，乐鑫（香港）投资有限公司（以下简称"乐鑫香港"） 持有乐鑫信息科技（上海）股份有限公司（以下简称"乐鑫科技"或"公 司"）45,016,142 股，占公司总股本的比例为 40.1212%；高级管理人员 邵静博女士持有公司 24,118 股，占公司总股本的比例为 0.0215%。乐 鑫香港持有股份为其在公司首次公开发行前取得及以资本公积金转增 股本方式取得的股份，邵静博女士持有的股份为其通过股权激励取得、 集中竞价交易及以资本公积金转增股本方式取得的 ...

证券代码：688018 证券简称：乐鑫科技 公告编号：2025-042 乐鑫信息科技（上海）股份有限公司 2021 年、2022 年、2023 年、2023 年第二期限制性股 票激励计划部分归属结果公告 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： 本次归属股票数量为 1,011,637 股，来源于公司从二级市场回购的公司 A 股 普通股股票，由回购专用证券账户过户登记。 其中，2021 年限制性股票激励计划首次授予部分第四个归属期第一次归属 272,672 股；2022 年限制性股票激励计划首次授予部分第三个归属期第一次归属 387,165 股；2023 年限制性股票激励计划首次授予部分第二个归属期 43,160 股； 2023 年第二期限制性股票激励计划第二个归属期 308,640 股。 一、限制性股票归属的决策程序及相关信息披露情况 1. 2021 年限制性股票归属的决策程序及相关信息披露情况 （1）2021 年 2 月 25 日，公司召开第一届董事会第二十三次会议，会议审 议通过了《关于公司<20 ...

Investment Rating - The report maintains an "Overweight" rating for the semiconductor sector, driven by AI demand recovery and ongoing domestic substitution trends [5]. Core Insights - The semiconductor industry has entered a recovery phase since the second half of 2023, with revenue and net profit growth expected to continue into 2024 and Q1 2025 [5][23]. - The overall revenue for the semiconductor sector in 2024 is projected to reach CNY 602.23 billion, a year-on-year increase of 21.10%, with net profit expected to be CNY 35.34 billion, up 12.82% [13]. - In Q1 2025, the sector is anticipated to generate revenue of CNY 128.13 billion, reflecting a 14.35% year-on-year growth, and net profit of CNY 7.90 billion, a 28.75% increase [13]. Summary by Sections Overall Industry Performance - The semiconductor sector is experiencing an overall upward trend, with both revenue and net profit showing year-on-year growth for 2024 and Q1 2025 [5][13]. - The first quarter of 2025, typically a slow season, is expected to show resilience due to strong demand for computing chips and recovering consumer chip demand [5][23]. Subsector Performance 1. **Semiconductor Equipment** - The semiconductor equipment sector is benefiting from ongoing domestic substitution, with 2024 revenue projected at CNY 71.85 billion, a 38.59% increase, and net profit at CNY 12.18 billion, up 22.76% [24]. - In Q1 2025, revenue is expected to reach CNY 17.88 billion, a 33.38% increase, with net profit of CNY 2.57 billion, up 24.12% [24]. 2. **Semiconductor Materials** - The semiconductor materials sector is projected to achieve revenue of CNY 40.94 billion in 2024, a 12.46% increase, but net profit is expected to decline by 23.90% to CNY 2.03 billion [41]. - In Q1 2025, revenue is anticipated to be CNY 10.41 billion, a 10.93% increase, with net profit expected to rise by 40.35% to CNY 0.67 billion [41]. 3. **Digital Chip Design** - The digital chip design sector is expected to see revenue of CNY 149.20 billion in 2024, a 28.17% increase, and net profit of CNY 13.60 billion, up 213.62% [53]. - In Q1 2025, revenue is projected at CNY 37.97 billion, a 20.27% increase, with net profit of CNY 3.26 billion, up 20.59% [53]. 4. **Analog Chip Design** - The analog chip design sector is showing signs of recovery, particularly in industrial and automotive applications, with revenue growth expected in the second half of 2024 [5]. 5. **Semiconductor Packaging and Testing** - The semiconductor packaging and testing sector is expected to show steady revenue growth, with major companies reporting improved performance in 2024 and Q1 2025 [5]. 6. **Discrete Devices** - The discrete devices sector is experiencing a weak recovery, with Q1 2025 profits expected to rebound due to improved demand from the automotive sector [5]. 7. **Integrated Circuit Manufacturing** - The integrated circuit manufacturing sector is projected to see a revenue increase of 15.89% in 2025, but net profit is expected to decline by 36.39% due to rising costs and competitive pressures [5][27]. Investment Recommendations - The report suggests focusing on sectors with strong growth potential, such as semiconductor equipment, materials, AI computing, and AI terminal chips, given the clear trends of AI penetration and domestic substitution [5].

Group 1 - The company, Lexin Technology, announced that its Hong Kong subsidiary plans to reduce its holdings by up to 1.35 million shares, accounting for approximately 1.2032% of the total share capital [1] - Shao Jingbo intends to reduce his holdings by up to 6,029 shares through centralized bidding, representing about 0.0054% of the total share capital [1] - The reduction period is set from June 2, 2025, to September 1, 2025 [1]

以下文章来源于半导体产业纵横 ，作者九林 半导体产业纵横 . 多元化的半导体产业生态服务平台，立足产业视角，提供及时、专业、深度的前沿洞见、技术速递、趋 势解析，链接产业资源，构建IC生态圈，赋能中国半导体产业，我们一直在路上。 来源丨半导体产业纵横（ID：ICViews） 作者丨九林 图源丨摄图网 AI玩具成了商场的新印钞机。 年轻人的玩具从去年最火的Jellycat，变成了能够自己开口说话的AI玩具。有些人觉得没有用，有些人觉 得只是噱头，但这些都不耽误AI玩具的火爆和赚大钱。在记者走访的多家科技公司中，一位负责人表 第一批卖AI玩具的人，赚麻了 论赚钱，还得是马斯克。 此前，特斯拉机器人动作玩具在官方商店开售，售价40 美元。不到 24 小时，它就被抢购一空，甚至还一 度把网站挤崩了。 这让很多人看到了AI玩具的吸引力。之后，马斯克在社交媒体上点赞了一款中国的AI玩具，能够随着主 人的"变身"辗转腾挪，最终变身成威震天。 在很多人没有意识到的情况下，AI玩具成为了很多人炙手可热的新宠。 字节跳动的一款AI陪伴玩偶也"显眼包"，本来是一款非对外售卖的礼品，因为其内嵌豆包大模型、扣子 专业版等AI技术，能够 ...