每经AI快讯，有投资者在投资者互动平台提问：公司是否持有沐曦集成电路（上海）股份有限公司的 原始股？如持有请问原始投资成本多少？ （文章来源：每日经济新闻） 闰土股份（002440.SZ）9月28日在投资者互动平台表示，公司合计持有100%份额的闰土锦恒（嘉兴） 投资合伙企业（有限合伙）（下称"闰土锦恒"）作为无锡同创致芯创业投资合伙企业（有限合伙）（下 称"同创致芯"）的LP，闰土锦恒出资2.2亿元人民币，持有同创致芯44%的份额。 根据沐曦集成电路 （上海）股份有限公司（下称"沐曦股份"）在上海证券交易所网站上公开披露的《招股说明书》，同创 致芯出资1亿元人民币，持有沐曦股份首次公开发行前股份170.85万股，占沐曦股份首次公开发行前总 股本的0.47%。 ...

Group 1 - The company, Shanghai Zhangjiang Hi-Tech Park Development Co., Ltd., has approved an investment of RMB 100 million in the "Yuanhe Puhua Integrated Circuit Industry Fund (Limited Partnership)" through its wholly-owned subsidiary, Shanghai Zhangjiang Haocheng Venture Capital Co., Ltd. [2] - The fund has been officially named "Shanghai Yuanhe Puhua Private Fund Partnership (Limited Partnership)" and has completed its business registration and filing with the China Securities Investment Fund Association [3] - As of the announcement date, the total committed capital from all partners of the Yuanhe Puhua Fund is RMB 775 million, with RMB 116.25 million already paid in for the first phase [4] Group 2 - The fund aims to raise approximately RMB 2 billion, with an initial closing target of RMB 775 million [4] - The fund's investment period is set for 4 years, followed by a 4-year exit management period and a possible 2-year extension [4] - The fund's management fee is 2% per year based on the actual capital contribution during the investment period, and 1.8% during the exit period [5] Group 3 - The fund will primarily invest in unlisted companies in the integrated circuit sector, including design, manufacturing, packaging, testing, equipment, materials, and components [6] - The investment decision-making committee consists of 5 members, with decisions requiring a two-thirds majority to pass [6] - Exit strategies for the fund include transferring project equity, listing projects, liquidation distribution, and distributing project rights to partners [6]

Core Viewpoint - The continuous innovation in the integrated circuit industry presents ongoing investment opportunities, with domestic funds gaining ground against USD funds through strategic investments in semiconductor companies [1][26]. Group 1: Investment Strategies and Fundraising - New Micro Capital has invested in over 100 integrated circuit-related companies since its establishment in 2010, significantly contributing to the listing of 12 enterprises, thus acting as a "capital engine" for the integrated circuit industry in Shanghai and nationwide [3][4]. - The newly launched New Micro Huixin Fund aims for a total scale of 2 billion RMB, with over 1.4 billion RMB already subscribed, focusing on semiconductor chips, equipment, materials, and extending into smart vehicles and renewable energy [4][6]. - New Micro Capital has successfully raised over 2 billion RMB across multiple new funds in the past two years, including the Anhui New Micro Zhike Fund and the Chongqing New Micro Chengyu Fund [5][10]. Group 2: Ecosystem and Industry Positioning - New Micro Capital's investment approach is centered around creating an ecosystem by identifying "pivot" companies in the integrated circuit sector, which allows for systematic investments in upstream and downstream enterprises [19][20]. - The firm has strategically invested in key materials and equipment suppliers to enhance the domestic supply chain, such as Glory Electronics and Zhi Cheng Semiconductor, addressing critical dependencies on imports [20][21]. - In the commercial aerospace sector, New Micro Capital has invested in companies like Yuanxin Satellite and Zhongke Aerospace, demonstrating its strategy of building an ecosystem around pivotal enterprises [22][23]. Group 3: Market Challenges and Future Outlook - The current investment climate is challenging, with a shift from a scenario where 10% of projects could yield success to one where only 1% may be profitable, necessitating a more discerning investment strategy [26][27]. - Despite the competitive landscape in the semiconductor industry, there remains significant growth potential for Chinese companies, as leading firms like Nvidia and ASML have yet to emerge domestically [27][28]. - New Micro Capital emphasizes the importance of understanding technological, industrial, and corporate development trajectories to accurately position projects for future success [28][29].

一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.2900 | 0.0700 | 314.29 | 0.3800 | | 每股净资产（元） | 4.63 | 4.31 | 7.42 | 4.18 | | 每股公积金(元) | 2.88 | 2.72 | 5.88 | 2.38 | | 每股未分配利润(元) | 0.71 | 0.47 | 51.06 | 0.69 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 14.31 | 12.16 | 17.68 | 8.67 | | 净利润(亿元) | 1.24 | 0.29 | 327.59 | 1.55 | | 净资产收益率(%) | 6.60 | 1.66 | 297.59 | 11.31 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 17614.98万股，累计占流通股比： 58.94% ...