记者丨刘雪莹 编辑丨曾静娇 12月29日晚，中芯国际(688981.SH)公告称，公司拟向国家集成电路基金等5名 中芯北方 股东 发行股份购买其所持有的标的公司 49% 股权， 交易价格406亿元。 本次交易完成后， 中芯国际将持有中芯北方100%的股权，中芯北方将成为公司的全资子公 司。 中芯北方主要为客户提供不同工艺平台的12英寸集成电路晶圆代工及配套服务。 本次交易有利于进一步提高上市公司资产质量、增强业务上的协同性，促进上市公司的长远发 展。交易前后上市公司的主营业务范围不会发生变化。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） SFC 出品 | 2 1财经客户端 2 1世纪经济报道 此外，中芯国际同时公告，中芯控股与国家集成电路基金、国家集成电路基金二期等订立新合 资合同及新增资扩股协议， 中芯南方注册资本将由65亿美元增加至100.773亿美元。 中芯控 股、国家集成电路基金、国家集成电路基金二期、国家集成电路基金三期、上海集成电路基 金、上海集成电路基金二期、泰新鼎吉、先导集成电路基金将分别持有中芯南方41.561%、 9.392%、14.885%、8.361%、7. ...

中芯国际表示，本次交易完成后，公司将持有中芯北方100%的股权，中芯北方将成为公司的全资子公 司。中芯北方主要为客户提供不同工艺平台的12英寸集成电路晶圆代工及配套服务。本次交易有利于进 一步提高上市公司资产质量、增强业务上的协同性，促进上市公司的长远发展。交易前后上市公司的主 营业务范围不会发生变化。 北京商报讯（记者 马换换 王蔓蕾）12月29日晚间，中芯国际（688981）披露公告称，公司拟向国家集 成电路基金等5名中芯北方股东发行股份购买其所持有的标的公司49%股权，交易价格406亿元。 ...

中芯国际晚间公告称， 公司拟向国家集成电路基金等5名中芯北方股东发行股份购买其所持有的标 的公司49.00%股权，交易价格406.01亿元 。本次交易完成后，中芯国际将持有中芯北方100.00% 的股权，中芯北方将成为公司的全资子公司。 中芯北方主要为客户提供不同工艺平台的12英寸集成电路晶圆代工及配套服务。本次交易有利 于进一步提高 中芯国际 资产质量、增强业务上的协同性，促进公司的长远发展。交易前后 中 芯国际 的主营业务范围不会发生变化。 ...

格隆汇12月29日｜中芯国际公告，中芯南方的注册资本将由65亿美元增加至100.77亿美元。中芯控股、 国家集成电路基金、国家集成电路基金二期、国家集成电路基金三期、上海集成电路基金、上海集成电 路基金二期、泰新鼎吉、先导集成电路基金将分别持有中芯南方41.561%、9.392%、14.885%、 8.361%、7.939%、11.253%、5.545%及1.063%股权。 ...

中芯国际公告，公司拟向国家集成电路产业投资基金股份有限公司、北京集成电路制造和装备股权投资 中心(有限合伙)、北京亦庄国际投资发展有限公司、中关村发展集团股份有限公司、北京工业发展投资 管理有限公司发行5.47亿股股份购买其所持有的中芯北方集成电路制造(北京)有限公司49.00%股权。交 易价格为406.01亿元。本次交易不会导致公司控制权变更。交易对方所获股份锁定期为自股份发行结束 之日起12个月。本次交易完成后，中芯北方将成为公司的全资子公司。 ...

证券日报网讯 12月29日，国芯科技在互动平台回答投资者提问时表示，国芯科技近期以3000万元参与 苏州龙擎视芯集成电路有限公司Pre-A轮融资。这是继天使轮、天使+轮后，国芯科技第三次增资龙擎视 芯。本轮融资完成后，国芯科技合计持有龙擎视芯8.97%的股权。龙擎视芯是一家专注于"人工智能+商 业航天"深度融合的高科技企业，企业以"智算上星，智联空天"为愿景，聚焦于低成本、高可靠的空天 智能芯片和系统的研发和应用。除国芯科技外，龙擎视芯还获得上海联和投资有限公司、上海英众网络 科技有限公司以及徐汇资本、奉贤投资集团等多家知名产业资本的战略投资。龙擎视芯是垣信卫星的重 要供应商。国芯科技和龙擎视芯已建立全面合作关系，双方目前正在联合研发高性能、低功耗的基于 RISC-V通用神经网络加速器（RISC-V GPNPU），并以RISC-V GPNPU为基础共同开发打造PC和边缘 侧AI加速芯片。 （编辑 丛可心） ...

Core Viewpoint - The company, Shengbang Co., focuses on the research and sales of analog integrated circuits, boasting a comprehensive product matrix that covers various applications in multiple industries [2] Group 1: Product Offerings - Shengbang Co. has developed over 6,600 products across 38 categories, which include both analog signal and mixed-signal integrated circuits [2] - The product offerings are widely applied in industrial and energy sectors, automotive, networking and computing, as well as consumer electronics [2] Group 2: Future Strategy - The company plans to increase its R&D investment to accumulate core technologies and maintain a commitment to independent innovation [2] - Shengbang Co. aims to seize market opportunities and steadily enhance its long-term competitiveness [2]

Core Viewpoint - The primary task for 2026 is to "consolidate the stable and positive trend of the industrial economy," reflecting a shift in policy focus from short-term growth to long-term quality improvement [3][4][5]. Group 1: Industrial Economy - The meeting emphasizes the need to support industrial provinces and stabilize effective investment in manufacturing [4]. - The industrial economy is expected to show resilience and vitality, with telecommunications and software business revenues projected to grow by approximately 9% and 12% respectively [3]. - The shift from "promoting stable growth" to "consolidating a stable and positive trend" indicates a deeper understanding of the current industrial economic situation [4]. Group 2: Supply and Demand - The focus on increasing the supply of green products, trendy products, and products for the elderly aligns with market demand trends [4]. - The emphasis on domestic demand as a primary driver of economic growth reflects a strategic shift towards building a strong domestic market [5]. Group 3: Technological Integration - The meeting highlights the importance of "AI + manufacturing" initiatives, aiming to cultivate key industry intelligent entities and original intelligent enterprises [7][10]. - The transition from "digital empowerment" to "intelligent empowerment" signifies a deeper integration of intelligent technologies into traditional industries [8]. Group 4: Emerging Industries - The conference outlines plans to develop emerging pillar industries such as integrated circuits, new displays, new materials, aerospace, low-altitude economy, and biomedicine [10][11]. - These industries are seen as crucial for addressing "bottleneck" issues and fostering new productive forces, with a focus on high value-added and high-tech characteristics [12]. Group 5: Quality Enterprises - The meeting stresses the need to cultivate high-quality enterprises, including "little giant" companies and manufacturing champions, while addressing issues of overdue payments to businesses [15][17]. - The goal is to enhance the service capabilities of the information and communication industry, with significant growth in 5G infrastructure [15]. Group 6: Governance and Competition - The meeting calls for improved governance efficiency in the industrial and information sectors, aiming to curb "involution" competition and promote high-quality standards [17]. - Strengthening policy coordination across industries, finance, and taxation is essential for fostering productive cooperation [17].

Core Viewpoint - The establishment of the Xuzhou Guorun Industrial Investment Fund marks a significant step in promoting strategic emerging industries in Suining, with a focus on enhancing local enterprises and attracting external projects [1]. Group 1: Fund Overview - The Suining Industrial Mother Fund has been officially established with a total scale of 2 billion yuan [1]. - The fund is managed by Xuzhou Guosheng Furui Asset Management Co., Ltd., a subsidiary of Guosheng Group, and initiated by Suining Industrial Investment Group Co., Ltd. [1]. Group 2: Investment Focus - The fund targets strategic emerging industries, including equipment manufacturing, new materials, new energy, integrated circuits, biomedicine and health, high-end textiles, and e-commerce home furnishings [1]. - The investment strategy is centered around a "direct investment + sub-fund" dual-drive model to support local quality enterprises and attract high-quality external projects [1]. Group 3: Operational Strategy - The fund aims to strengthen the industrial chain by acting as a capital link, facilitating the growth of local enterprises and the landing of external projects in Suining [1]. - The first project of the fund has already completed its investment decision, laying a solid foundation for efficient future operations [1].

Group 1 - The core point of the news is that Guoxin Technology (SH 688262) announced the completion of a share reduction plan by its shareholder, Tibet Taida, which reduced its holdings by 5.8 million shares, accounting for 1.73% of the company's total share capital [1] - The revenue composition of Guoxin Technology for the year 2024 is reported to be 99.93% from the integrated circuit industry and 0.07% from other businesses [1] - As of the latest report, Guoxin Technology has a market capitalization of 10 billion yuan [2]