证券代码：688049 证券简称：炬芯科技 公告编号：2025-076 炬芯科技股份有限公司关于预计2026年度日常关联交易的公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的 真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 本次日常关联交易预计事项尚需提交股东会审议。 ● 炬芯科技股份有限公司（以下简称"公司"）本项日常关联交易均是公司及子公司正常生产、经营活动 所必要的，是公司合理利用资源、降低经营成本的重要手段，对公司长远发展有着积极的影响。各项日 常关联交易的定价政策严格遵循公开、公平、公正、等价有偿的一般商业原则，有利于公司相关业务的 开展，不存在损害公司和股东权益的情形。上述交易的发生不会对公司持续经营能力、盈利能力及资产 独立性等产生不利影响。 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 2025年12月26日，公司第二届董事会第二十八次会议审议通过了《关于预计2026年度日常关联交易的议 案》，关联董事叶威廷、叶奕廷、王丽英回避表决，出席会议的非关联董事一致同意该议案。本次日常 关联交易预计事项尚需提交股东会审议，关联 ...

Core Viewpoint - Chipone Technology (688521.SH) reported a significant increase in new orders, reaching 2.494 billion yuan from October 1 to December 25, 2025, marking a year-on-year growth of 129.94% and a quarter-on-quarter increase of 56.54% [1] Group 1 - The new orders for the fourth quarter of 2025 set a new historical high for the company, following record highs in the second and third quarters of 2025 [1] - The majority of the new orders in the fourth quarter are from one-stop chip customization services, with AI computing-related orders accounting for over 84% [1] - Orders in the data processing sector represent nearly 76% of the total new orders for the fourth quarter [1]

两融数据显示，该股最新融资余额为4.94亿元，近5日增加1792.34万元，增幅为3.76%。 据天眼查APP显示，灿芯半导体(上海)股份有限公司成立于2008年07月17日，注册资本12000万人民币。 （数据宝） 灿芯股份12月24日大宗交易平台共发生2笔成交，合计成交量12.50万股，成交金额1311.38万元。成交价 格均为104.91元，相对今日收盘价折价1.50%。 进一步统计，近3个月内该股累计发生30笔大宗交易，合计成交金额为3.56亿元。 证券时报·数据宝统计显示，灿芯股份今日收盘价为106.51元，上涨0.86%，日换手率为7.44%，成交额 为5.67亿元，全天主力资金净流入4770.80万元，近5日该股累计下跌2.27%，近5日资金合计净流入 3104.77万元。 12月24日灿芯股份大宗交易一览 （文章来源：证券时报网） | 成交量 （万股） | 成交金额 （万元） | 成交价格 （元） | 相对当日收盘折 溢价（%） | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 10.50 | 1101.56 | 104.91 ...

Group 1 - The core viewpoint of the article is that the company, Aojie Technology, is optimistic about its future revenue from ASIC custom business due to a sufficient backlog of orders, all of which are advanced process projects with high complexity and large individual order sizes [2] - The company has indicated that the current orders and project progress support a positive outlook for revenue recognition in 2026 and 2027 [2] - Aojie Technology's ASIC custom business is characterized by a strong order book, suggesting robust demand in the market [2] Group 2 - The company emphasizes that the complexity of its projects contributes to the larger scale of individual orders, which is a positive indicator for future growth [2] - The focus on advanced process projects highlights the company's strategic positioning in a competitive industry [2] - The optimistic revenue outlook reflects the company's confidence in its operational capabilities and market demand [2]

Group 1 - Fudan Microelectronics (688385) announced the signing of a share transfer agreement with Guosheng Investment on December 23, where Guosheng Investment will acquire 107 million A-shares, representing 12.99% of Fudan Microelectronics' total shares, for a total price of 5.144 billion yuan [2][4] - The transfer price is set at 48.20 yuan per share, which is approximately 24% lower than the latest closing price of 63.52 yuan [4] - After the transfer, Fudan Microelectronics will remain without a controlling shareholder or actual controller [2] Group 2 - Guosheng Investment's funding sources include self-owned and self-raised funds, and it will pay 30% of the total transaction price as a deposit within five working days after signing the agreement [4] - Guosheng Investment was established in 2010 with a registered capital of 1.2 billion yuan, focusing on industrial investment, real estate, urban infrastructure investment, capital operations, asset acquisition, and debt restructuring [4][5] - As of September 30, 2025, Guosheng Investment reported total assets of 0.887 billion yuan and a net profit of 0.244 billion yuan for 2024, with a return on equity of 38.11% [4] Group 3 - Guosheng Investment is controlled by Shanghai Guosheng Group, which is a key state-owned asset management platform in Shanghai, holding stakes in various state-owned enterprises and listed companies [5] - The investment is seen as a strategic move to provide financial support and resource synergy for Fudan Microelectronics, particularly in the field of Field Programmable Gate Arrays (FPGA), aligning with national semiconductor industry strategies [6] Group 4 - Fudan Microelectronics specializes in the design, development, and production of large-scale integrated circuits and has been listed on the Hong Kong Stock Exchange since 2000 and on the Shanghai Stock Exchange's Sci-Tech Innovation Board since 2021 [7] - The company reported a revenue of 3.024 billion yuan for the first three quarters of 2025, a year-on-year increase of 12.70%, but a net profit decline of 22.69% [10] - The company has four main product lines and serves over 30 countries, with applications in various sectors including finance, automotive electronics, and smart devices [10] Group 5 - The share transfer agreement emphasizes continued collaboration between Fudan Microelectronics and Fudan University, focusing on joint research and development efforts [11] - Fudan Microelectronics and Fudan University plan to establish diversified research cooperation platforms, enhancing innovation and addressing technical challenges in the semiconductor industry [12]

南财智讯12月22日电，芯原股份公告，本次上市流通的限售股数量为2486.04万股，占公司总股本的 4.73%。该部分限售股为公司向特定对象发行股份所得，对应股东数量为11名，限售期为自发行结束之 日起六个月，将于2025年12月30日起上市流通。上述股东均已严格履行相关承诺，保荐机构对本次限售 股上市流通事项无异议。 ...

芯原股份公告称，公司向特定对象发行的2486.04万股限售股将于2025年12月30日上市流通，占公司总 股本的4.73%，对应11名限售股股东。2025年6月30日，该部分新增股份办理完毕登记、托管及限售手 续，限售期6个月。本次限售股上市流通前，公司于10月29日完成激励计划部分归属股份登记，总股本 由525,713,273股增至525,858,273股。保荐机构核查认为，股东履行承诺，本次限售股流通事项符合规 定，信息披露真实准确完整。 ...

Core Viewpoint - The article discusses the development of the Hengqin Guangdong-Macao Deep Cooperation Zone, emphasizing the integration of Macao's resources with Hengqin's industrial capabilities to foster economic diversification and innovation. Group 1: Economic Development - In the first three quarters of the year, the value added of the "four new" industries in the cooperation zone reached 25.964 billion, a year-on-year increase of 14.6%, accounting for 66.1% of the GDP [1] - The cooperation zone aims to promote Macao's economic diversification through the "Macao + Hengqin" model, focusing on collaboration in technology, manufacturing, and finance [1] Group 2: Industry Collaboration - The cooperation between Macao universities and companies like Osen Technology is crucial for innovation, exemplified by the establishment of a joint laboratory for brain-machine interfaces [4] - Osen Technology's AI acoustic detection technology is being utilized in major industries such as consumer electronics and new energy vehicles, showcasing the practical application of research [2] Group 3: Healthcare Innovations - The Guangdong Zhenjiankang Medical Technology Company, a representative of the "Macao R&D + Hengqin Transformation" model, has successfully completed over 5,000 clinical surgeries with its robotic technology [5] - The company is part of a broader initiative to support rapid growth and capability enhancement for enterprises in the cooperation zone [5] Group 4: Pharmaceutical Development - Qiwei Biotechnology is advancing new drug development, with its innovative traditional Chinese medicine entering phase III clinical trials, benefiting from the cooperation zone's policies [7] - The company has submitted multiple drug manufacturing applications, with several already approved by the Macao health authorities, highlighting the regulatory advantages of the cooperation zone [9] Group 5: Talent Attraction and Entrepreneurship - The establishment of companies like Deep Translation Technology in Hengqin illustrates the successful attraction of talent from Macao universities, contributing to the local economy [10] - The cooperation zone is creating a new industrial development model that integrates Macao's platform with international resources and Hengqin's space for innovation [13]

Group 1 - The core point of the article is that Aiwei Electronics (SH 688798) announced a board meeting to discuss the authorization for the 2025 restricted stock incentive plan [1] - The meeting took place on December 19, 2025, and was conducted both in-person and via communication methods [1] - Aiwei Electronics reported that its revenue composition for the year 2024 will be entirely from the integrated circuit design industry, accounting for 100% [1] Group 2 - As of the report, Aiwei Electronics has a market capitalization of 16.6 billion yuan [1]

人民财讯12月19日电，晶丰明源(688368)12月19日公告，公司于2025年12月18日收到政府补助款项550 万元，其中与资产相关的补助金额为420万元，占公司最近一期经审计总资产的0.2%；与收益相关的补 助金额为130万元，占公司最近一个会计年度经审计的归属于上市公司股东的净利润绝对值的3.93%。 ...