Core Viewpoint - The semiconductor chip industry is experiencing a recovery, leading several listed companies to announce acquisitions of semiconductor-related companies, attracting market attention. This includes both intra-industry and cross-industry acquisitions [1] Group 1: Industry Performance - The semiconductor chip industry has shown strong performance in the first half of 2025, with overall revenue increasing by 15.54% year-on-year and net profit attributable to shareholders rising by 32.41% [2] - Among the 165 listed companies in the semiconductor sector, 120 reported profits, and 100 saw year-on-year growth in net profit [2] - Notably, 57 companies achieved net profits exceeding 100 million yuan, with 25 surpassing 300 million yuan, and six companies, including North Huachuang and SMIC, reported net profits over 1 billion yuan [2] - SMIC reported revenue of 32.348 billion yuan, a year-on-year increase of 23.1%, and a net profit of 2.301 billion yuan, up 39.8% [2] Group 2: Company Acquisitions - Huahong Semiconductor announced plans to acquire 97.4988% of Huali Micro's shares through a combination of stock issuance and cash payment, with a share price set at 43.34 yuan [4][5] - SMIC is planning to acquire a 49% stake in its subsidiary, SMIC North, through the issuance of A-shares [5] - Chipone Technology is looking to acquire all or a controlling stake in Chipwise Semiconductor through a combination of stock issuance and cash payment [6] Group 3: Cross-Industry Acquisitions - Kaipu Cloud plans to acquire 70% of Nanning Taike Semiconductor and 30% through stock issuance, expanding its business into semiconductor storage products [7] - Tongye Technology intends to acquire 100% of Beijing Silingke Semiconductor Technology, which specializes in grid communication chips, enhancing its market position in smart network control systems [8]

● 本报记者 董添 受半导体芯片行业回暖影响，多家上市公司近期公告，拟收购半导体芯片相关公司股权，引发市场关 注。其中，既有同行业之间的收购，也有跨行业收购。 业绩整体回暖 从半导体芯片行业上市公司半年报业绩看，受订单量回升等因素影响，半导体芯片行业上市公司业绩整 体表现亮眼。 Wind数据显示，2025年上半年，申万半导体行业整体营业收入同比增长15.54%，归属于上市公司股东 的净利润同比增长32.41%。其中，模拟芯片设计、分立器件、集成电路制造、数字芯片设计等子板块 上市公司业绩表现更佳。 进一步梳理发现，所属申万半导体行业的165家上市公司中，有120家上市公司报告期内实现盈利，100 家上市公司归属于上市公司股东的净利润实现同比增长。 净利润数值方面，57家上市公司上半年实现归属于上市公司股东的净利润超过1亿元，25家超过3亿元， 北方华创、中芯国际、豪威集团、海光信息、澜起科技、寒武纪-U等6家超过10亿元。 上半年，中芯国际实现营业收入323.48亿元，同比增长23.1%；实现归母净利润23.01亿元，同比增长 39.8%。 净利润增幅方面，剔除扭亏影响，臻镭科技、神工股份、伟测科技、联动科技 ...