开源证券指出，近期半导体行业表现亮眼，进入8月以来半导体行业指数一路上行。在半导体行业投资 热情高涨的背景下，相关半导体新材料有望受益。半导体材料是一类具有半导体性能、可用来制作半导 体器件和集成电路的电子材料。半导体材料作为半导体产业链的基石，其技术迭代与国产化进程直接决 定全球产业格局。建议关注相关标的。 科创芯片ETF指数紧密跟踪上证科创板芯片指数，上证科创板芯片指数从科创板上市公司中选取业务涉 及半导体材料和设备、芯片设计、芯片制造、芯片封装和测试相关的证券作为指数样本，以反映科创板 代表性芯片产业上市公司证券的整体表现。 数据显示，截至2025年7月31日，上证科创板芯片指数(000685)前十大权重股分别为寒武纪(688256)、中 芯国际(688981)、海光信息(688041)、澜起科技(688008)、中微公司(688012)、芯原股份(688521)、沪硅 产业(688126)、恒玄科技(688608)、华海清科(688120)、思特威(688213)，前十大权重股合计占比 57.59%。 截至2025年8月28日 10:39，上证科创板芯片指数(000685)强势上涨4.78%，成分股中 ...

Core Insights - Soitec has reported its liquidity contract implementation as of June 30, 2025, detailing the resources on the liquidity account [1][3] - The company generated sales of €0.9 billion in the fiscal year 2024-2025, highlighting its position as a leader in innovative semiconductor materials [2] Group 1: Liquidity Contract Details - As of June 30, 2025, the liquidity account held 72,325 Soitec shares and €904,901 [3] - During the first semester of 2025, 231,383 shares were bought for €14,129,177 across 2,855 transactions, while 208,969 shares were sold for €12,889,302 across 2,792 transactions [3] - The previous half-yearly balance sheet on December 31, 2024, showed 51,394 Soitec shares and €2,009,718 in the liquidity account [3] Group 2: Company Overview - Soitec is a global leader in semiconductor materials, focusing on technological performance and energy efficiency for over 30 years [2] - The company serves three main strategic markets: Mobile Communications, Automotive and Industrial, and Edge and Cloud AI [2] - Soitec employs over 2,200 individuals from 50 different nationalities and has registered nearly 4,300 patents [2]

Company Overview - Soitec is a world leader in innovative semiconductor materials, with over 30 years of experience in developing cutting-edge products that deliver technological performance and energy efficiency [3] - The company generated sales of €0.9 billion in the fiscal year 2024-2025 [3] - Soitec serves three main strategic markets: Mobile Communications, Automotive and Industrial, and Edge and Cloud AI [3] - The company employs over 2,200 individuals from 50 different nationalities across its sites in Europe, the United States, and Asia [3] - Soitec holds nearly 4,300 registered patents [3] Share Capital and Voting Rights - As of June 30, 2025, Soitec has a total of 35,727,041 ordinary shares with a par value of €2.00 each [5] - The total number of theoretical (gross) voting rights is 45,640,854 [5] - The total number of exercisable (net) voting rights is 45,564,582 [5]

Company Overview - Soitec is a world leader in innovative semiconductor materials, with over 30 years of experience in developing cutting-edge products that deliver technological performance and energy efficiency [2] - The company generated sales of 1 billion Euros in the fiscal year 2023-2024 [2] - Soitec serves three main strategic markets: Mobile Communications, Automotive and Industrial, and Edge and Cloud AI [2] Share Capital and Voting Rights - As of May 31, 2025, Soitec has a total of 35,727,041 ordinary shares with a par value of €2.00 each [3] - The total number of theoretical (gross) voting rights is 45,640,754, while the total number of exercisable (net) voting rights is 45,564,342 [1][3] - The calculation of voting rights includes shares with single or double voting rights and excludes shares without voting rights, such as treasury shares [3] Workforce and Innovation - The company employs 2,300 individuals from 50 different nationalities across its sites in Europe, the United States, and Asia [4] - Soitec has registered over 4,000 patents, showcasing its commitment to innovation [4]

Company Overview - Soitec is a world leader in innovative semiconductor materials, with over 30 years of experience in developing cutting-edge products that deliver technological performance and energy efficiency [2] - The company generated sales of €1 billion in the fiscal year 2023-2024 [2] - Soitec serves three main strategic markets: Mobile Communications, Automotive and Industrial, and Edge and Cloud AI [2] - The company employs 2,300 individuals from 50 different nationalities across its sites in Europe, the United States, and Asia [2] - Soitec has registered over 4,000 patents, showcasing its commitment to innovation [2] Share Capital and Voting Rights - As of April 30, 2025, Soitec has a total of 35,727,041 ordinary shares with a par value of €2.00 each [3] - The total number of theoretical (gross) voting rights is 45,641,678, while the total number of exercisable (net) voting rights is 45,568,545 [1][3] - The gross voting rights include all shares with single or double voting rights, while net voting rights account for shares entitled to double voting rights and exclude shares without voting rights [3]

Company Overview - Soitec is a world leader in innovative semiconductor materials, with over 30 years of experience in developing cutting-edge products that deliver technological performance and energy efficiency [3] - The company generated sales of €1 billion in the fiscal year 2023-2024 [3] - Soitec serves three main strategic markets: Mobile Communications, Automotive and Industrial, and Edge and Cloud AI [3] - The company employs 2,300 individuals from 50 different nationalities across its sites in Europe, the United States, and Asia [3] - Soitec has registered over 4,000 patents, showcasing its commitment to innovation [3] Share Capital and Voting Rights - As of March 31, 2025, Soitec has a total of 35,726,462 ordinary shares with a par value of €2.00 each [5] - The total number of theoretical (gross) voting rights is 45,637,628, while the total number of exercisable (net) voting rights is 45,567,342 [1][5] - The calculation of voting rights includes shares with single or double voting rights and excludes shares without voting rights, such as treasury shares [5]