上峰水泥公告，公司以全资子公司宁波上融物流有限公司为出资主体，拟出资9000万元与苏州工业园区 兰璞创业投资管理合伙企业（有限合伙）合作，合资成立私募股权投资基金——苏州睿存创业投资合伙 企业（有限合伙），该基金总认缴出资额为17300万元，投资后，宁波上融在苏州睿存基金的出资占比 为52.02%。投资方向主要为半导体材料、设备及零部件等硬科技领域，亦可投资主要投向为半导体材 料、设备及零部件等硬科技领域的私募股权投资基金。 (本文来自第一财经) ...

本报记者 刘欢 12月21日晚间，甘肃上峰水泥股份有限公司（以下简称"上峰水泥"）发布公告称，公司投资的粤芯半导 体技术股份有限公司（以下简称"粤芯半导体"）首次公开发行股票并在创业板上市申请于12月19日获深 圳证券交易所受理。 对粤芯半导体来说，创业板上市将破解企业产能扩张的资金瓶颈，加速技术产业化进程；对上峰水泥而 言，投资价值早已得到验证——此前晶合集成项目已为公司带来1.66亿元净收益，若粤芯半导体成功上 市，该公司的净资产与盈利能力将迎来新的增长。 更深远的意义在于战略协同的落地。通过深度绑定半导体产业链核心资源，上峰水泥为未来向半导体材 料等新质生产力领域的延伸埋下伏笔。建材主业、投资业务与半导体新质材料业务的协同，正逐步构建 起公司"三驾马车"的业务新模式。 盘古智库（北京）信息咨询有限公司高级研究员余丰慧对《证券日报》记者表示："上峰水泥在半导体 全产业链的股权投资展现了其前瞻性的战略布局。这一战略不仅有助于分散经营风险，还能借助新兴产 业的发展潜力为公司创造新的盈利增长点。" 值得关注的是，上峰水泥的部分投资公司已上市或相继步入上市进程：昂瑞微电子技术股份有限公司已 登陆科创板，上海超硅半 ...

Core Viewpoint - Xi'an Yichai (688783.SH) has signed an investment cooperation agreement with Wuhan Optics Valley Semiconductor Industry Investment Co., Ltd. to establish a silicon material base project in Wuhan, focusing on the production of 12-inch silicon single crystal polished wafers and epitaxial wafers for advanced integrated circuit processes [1] Investment and Financials - The total investment for the project is approximately 12.5 billion yuan, with 8.5 billion yuan as capital and the remaining 4 billion yuan to be financed through bank loans [1] - The planned production capacity for the project is 500,000 wafers per month, contributing to a total capacity of over 1.7 million wafers per month for the company after completion [1] Strategic Importance - This collaboration is a significant step in expanding the company's existing capacity and aligns with its strategic planning [1] - The project aims to enhance the company's position as a leading player in the domestic market, providing services to clients in Central China and extending reach to the Yangtze River Delta and Pearl River Delta regions [1] - The initiative is expected to improve the company's scale effects and enhance returns for investors [1]

每经AI快讯，12月2日，西安奕材(688783.SH)公告称，公司与武汉光谷半导体产业投资有限公司签署协 议，投资建设武汉硅材料基地项目，主要生产12英寸集成电路先进制程使用的硅单晶抛光片及外延片， 适用于逻辑芯片、闪存芯片、动态随机存储芯片、图像传感器、显示驱动芯片等领域。项目总投资约 125亿元，其中资本金部分85亿元，其余约40亿元由项目公司通过银行贷款等方式解决。武汉地区作为 国家存储芯片产业重镇，公司战略布局武汉项目，有助于服务华中地区客户，同时辐射长三角及珠三角 地区客户，持续巩固公司国内头部地位，同时进一步增强国际竞争力，更好地服务全球客户。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 上市公司名称：上海硅产业集团股份有限公司 股票上市地点：上海证券交易所 股票简称：沪硅产业 股票代码：688126 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 住所及通讯地址：北京市北京经济技术开发区景园北街2号52幢7层718室 股权变动性质：持股比例下降（上市公司总股本增加导致信息披露义务人持股比例被动稀释） 国家集成电路产业投资基金股份有限公司 签署日期：2025年11月 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券法》《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》等相关法 律法规编制。 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，其履行亦不违反信息披露义务人章程或内 部规则中的任何条款，或与之冲突。 三、依据《中华人民共和国证券法》《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》的有关规定，本报告书已全面披露信息披露义务人在上海硅产业 集团股份有限公司拥有权益的股份变动情况。 截至本报 ...

2025.11.21 本文字数：1557，阅读时长大约3分钟 作者 |第一财经 魏中原 国家集成电路产业投资基金有限公司（下称"大基金一期"）正在加速回收投资的步伐，继续推进其对早 期投资项目的退出。 本周，两家科创板半导体公司燕东微（688172.SH）与拓荆科技（688072.SH）相继发布公告，披露了 大基金一期的减持计划，减持金额或超30亿元，再次引发市场对该产业基金资本运作的关注。 拟减持两家半导体龙头，回收资金或超30亿 半导体设备厂商拓荆科技11月20日晚间发布公告称，公司收到了股东大基金一期的减持计划告知函。大 基金一期计划在2025年12月12日至2026年3月11日，通过大宗交易方式减持公司股份不超过843.5万股， 即不超过公司总股本的3%。 截至三季度末，大基金一期目前是拓荆科技的第一大股东，持股比例高达19.57%，持股数量5502.67万 股，所持股份全部为IPO前取得。大基金一期此次减持仅通过大宗交易进行，对二级市场的直接冲击相 对较小，3%的减持比例表明了其回收资金的节奏有所加快。 这是大基金一期在2025年内对燕东微发起的第三轮减持，前两轮减持合计股份数量为2626.72万股 ...

Group 1 - The core point of the news is the performance and financial metrics of Tianjin Jinhaitong Semiconductor Equipment Co., Ltd., which saw a stock price increase of 5.34% to 141.58 CNY per share, with a total market capitalization of 8.495 billion CNY [1] - The company specializes in the research, production, and sales of semiconductor chip testing equipment, with its main revenue sources being testing sorting machines (86.69%), spare parts (12.43%), and others (0.88%) [1] - As of the report, the trading volume was 21 million CNY, with a turnover rate of 3.63% [1] Group 2 - From the perspective of fund holdings, Southern Fund has a significant position in Jinhaitong, with its Southern Semiconductor Industry Stock Initiation A fund holding 39,900 shares, accounting for 4.97% of the fund's net value, ranking as the ninth largest holding [2] - The fund has achieved a year-to-date return of 60.42%, ranking 302 out of 4,219 in its category, and a one-year return of 72.75%, ranking 111 out of 3,877 [2] - The fund manager, Zheng Xiaoxi, has been in position for 6 years and 133 days, with the fund's total asset size at 5.844 billion CNY [3]

Core Insights - A new semiconductor investment partnership has been established in Ningbo, with a total investment of 1 billion yuan [1] Group 1 - The newly formed entity is named Ningbo Zhenhai Weiyuan Town Semiconductor Phase II Investment Partnership (Limited Partnership) [1] - The business scope of the partnership includes equity investment [1] - The partnership is co-funded by Ningbo Zhenhai Industrial Investment Private Fund Management Co., Ltd. and others [1]

Core Viewpoint - STMicroelectronics has decided to abandon its layoff plans in Italy due to strong opposition from the Italian government, while also reducing layoffs in other countries, indicating a shift in strategy to maintain current employee levels [2][4]. Group 1: Layoff Plans and Government Intervention - Originally, STMicroelectronics planned to lay off 5,000 employees globally, but after discussions with the Italian government, it has decided to maintain its workforce at the Agrate factory [2][4]. - Italian Industry Minister Adolfo Urso confirmed that STMicroelectronics will not proceed with layoffs at the Agrate factory and has proposed an industrial restart plan for the facility [4]. - The company is considering a potential expansion of the Agrate factory after 2027, contingent on feasibility studies, and has no plans for structural adjustments at other Italian factories [4]. Group 2: Investment and Future Plans - During discussions, details of a €5 billion investment were explored, with €2 billion allocated by the Italian government for the Catania factory, aimed at establishing it as a European microelectronics hub [4]. - In April 2025, STMicroelectronics announced plans to lay off 1,000 employees at its French factory, with expectations of 5,000 employees leaving over the next three years [4]. Group 3: Management Turmoil - Despite the reduction in layoffs, STMicroelectronics is experiencing management instability, with the Italian and French governments holding a combined 27.5% stake in the company [5]. - The Italian government has expressed dissatisfaction with the current CEO, Jean-Marc Chery, and is attempting to persuade the French government to support a change in leadership [5].

Core Viewpoint - The company is actively pursuing a strategic transformation by expanding into the semiconductor and AI integration sectors while maintaining stable operations in its traditional business. Group 1: Traditional Business Optimization - The company focuses on optimizing its traditional business structure, primarily in the bulk decoration service sector, serving leading real estate enterprises with a strong delivery capability and standardized operation system [2] - In the first half of 2025, the company's revenue from decoration services was 123.34 million yuan, with the top five clients accounting for 76.52% of total revenue [2] - The company has established new wholly-owned subsidiaries to enhance its comprehensive service capabilities, aiming to create an integrated "design-construction-decoration" model [2] Group 2: Semiconductor Industry Layout - The company has made significant investments in the semiconductor industry chain, focusing on advanced packaging, HBM storage, and ABF substrates, aligning with national self-sufficiency and the computing power era [3] - A new subsidiary, Micro Packaging Technology, has been established to focus on semiconductor packaging equipment, and another subsidiary, Zhongtian Data, is dedicated to AI integration services and big data applications [3] - The company has indirect stakes in projects like the high-end substrate project, which is expected to begin trial production in the third quarter, and is making progress in HBM chip domestic substitution [3] Group 3: Overall Strategic Transformation - The company is entering a new stage of strategic transformation, driven by internal improvements in traditional business, new business initiatives, and enhanced internal controls and management quality [4]