Core Viewpoint - Shenzhen has introduced measures to promote high-quality development in the semiconductor and integrated circuit industry, establishing a 5 billion yuan "Semi Industry Private Fund" to support the entire industry chain optimization and quality improvement [1][2] Group 1: Policy Measures - The measures focus on "strengthening, stabilizing, and supplementing" the industry chain, proposing 10 specific support initiatives aimed at breakthroughs in high-end chip products, chip design support, EDA tool promotion, core equipment, packaging materials, and advanced testing levels [1] - The government aims to leverage market resources and enhance the role of enterprises, guiding the industry chain's upstream and downstream connections through inclusive policies [1] Group 2: Financial Support - The "Semi Industry Private Fund" has a total scale of 5 billion yuan and is registered to support key projects and leading enterprises in Shenzhen's semiconductor and integrated circuit sectors [2] - The fund aims to build a localized supply chain characterized by "self-controllable, efficient collaboration, and close matching" [2] Group 3: Industry Growth - Shenzhen has established itself as a significant hub for the integrated circuit industry, achieving a record scale of 142.4 billion yuan in the first half of 2025, representing a year-on-year growth of 16.9% [2]

Group 1 - The core viewpoint of the articles highlights Shanghai's significant advancements in the semiconductor industry, emphasizing its strategic importance and growth potential [1][2][3] - Shanghai's integrated circuit industry scale surpassed 390 billion yuan in 2024, accounting for approximately 25% of the national total, with a year-on-year growth of 20% in the first half of the year [1] - The city has over 1,200 semiconductor enterprises and gathers about 40% of the nation's specialized talent, positioning itself as a global leader in the semiconductor sector [1] Group 2 - Shanghai has established a 100 billion yuan leading industry fund to invest in integrated circuits and other key industries, supporting mergers and acquisitions to strengthen the industry [2] - The city has formed various innovation centers, including EDA and RISC-V, to enhance research and development across multiple sectors, including automotive electronics [2] - Future initiatives will focus on accelerating industrial innovation, optimizing industrial layout, and improving the business environment through enhanced support for talent and international cooperation [3]

「解码 LP 」系投资界旗下专注 LP 报道公众号，关注各地基金政策，捕捉 LP 最新动态，欢迎关注！ 根据公开信息统计：截至周五下午，本周（6月30日-7月4日）LP动态共24起。 LP 湖北人形机器人产业母基金设立 投资界（ID：p e d a il y 2 0 1 2）消息，日前，湖北省财政厅依托省政府投资引导基金支持长江 证券牵头设立的湖北省人形机器人产业投资母基金已完成合伙协议签署、工商注册和首期实 缴出资，成为《湖北省重构政府引导基金体系工作方案》印发后成功设立的第一只参股基 金。 该基金总规模1 0 0亿元，计划分两期组建，首期规模5 0亿元，其中：省政府投资引导基金、 武汉产业基金各认缴2 0%，长江证券、湖北省科投集团各认缴3 0%，重点投向人形机器人和 人工智能相关产业核心领域，包括湖北省重点发展的人形机器人链主企业及具有核心技术实 力的零部件、脑机接口、控制系统、模型算法等战略性、先导性的科技型企业。 LP 腾讯创投等入股晨壹基金 天眼查Ap p显示，7月4日，上海晨峦企业管理合伙企业（有限合伙）发生工商变更，新增广 西腾讯创业投资有限公司、无锡晨壹成长股权投资基金（有限合伙）、厦门金圆 ...

Summary of Key Points Core Viewpoint - The domestic investment landscape saw a decrease in both the number of financing events and total disclosed financing amount during the week of June 28 to July 4, with a total of 74 events and approximately 4.652 billion yuan raised, reflecting a decline of 3.90% and 6.10% respectively compared to the previous week [1]. Investment Activity - The most active sectors in terms of investment events included advanced manufacturing, integrated circuits, healthcare, new energy, and artificial intelligence [1]. - Integrated circuits led in total disclosed financing amount, with approximately 1.6 billion yuan raised [1]. Notable Investments - The highest disclosed investment event of the week was a strategic investment of 1 billion yuan in Zhipu by Pudong Venture Capital Group and Zhangjiang Group [1].

Core Viewpoint - The company, Jiewa Microelectronics Co., Ltd., is engaging in a related party transaction through its participation in the Xiamen Huijie Private Equity Investment Fund, which plans to invest in its subsidiary, Wuxi Yixin Technology Co., Ltd. This investment is aimed at enhancing the subsidiary's growth and achieving favorable returns [1][2]. Group 1: Overview of Related Party Transactions - The company has committed to invest RMB 125 million in the Huijie Private Equity Fund, holding a 50% stake in the fund [1]. - The Huijie Fund intends to inject RMB 50 million into Wuxi Yixin, acquiring a 12.82% equity stake, which will result in the company holding 46.15% of Wuxi Yixin post-investment [2][3]. - The investment decision was approved by the company's board and supervisory committee, and it does not constitute a major asset restructuring [2][3]. Group 2: Financial and Operational Details of the Target Company - Wuxi Yixin focuses on advanced packaging and testing technology for automotive electronics, with its services applicable in various high-reliability scenarios [4][5]. - As of March 31, 2025, Wuxi Yixin reported total assets of approximately RMB 211.78 million and a net loss of about RMB 4.50 million for the first quarter of 2025 [5][6]. - The company has a registered capital of RMB 170 million and was established on May 17, 2022 [4]. Group 3: Investment Rationale and Impact - The investment is expected to support Wuxi Yixin's capacity expansion and business planning, contributing to rapid performance growth and strategic synergy [18]. - The transaction is structured to ensure that it does not adversely affect the company's financial status or shareholder interests [18][20]. - The investment aligns with the company's long-term value creation strategy and is deemed fair and reasonable by the involved parties [9][20].

Group 1 - The company plans to acquire a 94.366% stake in Zhongxin Integrated Circuit (Ningbo) Co., Ltd. from 11 counterparties through a combination of issuing shares and cash payments [1] - The company intends to raise supporting funds by issuing shares to no more than 35 qualified investors [1] - This transaction is expected to constitute a related party transaction and a major asset restructuring, but it will not qualify as a restructuring listing [1] Group 2 - The company's stock has been suspended since May 22, 2025, with the suspension expected to last no more than 10 trading days [2] - The company has actively advanced the transaction since the disclosure of the preliminary plan, with audits, evaluations, and due diligence already underway [2] - A formal plan will be reviewed by the board of directors once the relevant work is completed, followed by the disclosure of a restructuring report [2]

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源： 内容来自东方理工-宣传及公共事务部 。 7月3日，中芯国际集成电路制造有限公司董事长刘训峰一行来访我校，我校创校发起人、豪威集 成电路（集团）股份有限公司董事长兼首席执行官虞仁荣等陪同访问。校长、中国科学院院士陈十 一，常务副校长兼教务长、美国国家工程院院士张东晓等校领导班子成员出席座谈，共绘产学研融 合新图景。 （图源：东方理工） 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 陈十一首先对中芯国际、豪威集团来宾的到来表示热烈欢迎。他介绍了我校自筹建以来的发展历程 与近期获教育部正式批复设立的里程碑意义。他指出，中芯国际是中国集成电路产业的领军者，企 业内核与我校"服务国家发展和推动社会进步"的创办使命不谋而合。东方理工聚焦集成电路、人工 智能、无人技术、新材料、新能源、智能制造六大前沿领域，致力于成为解决关键领域"卡脖子"难 题的创新策源地，也渴望与中芯国际这样的产业基石深度协同。 刘训峰对东方理工的正式设立表示祝贺，并高度赞 ...

Group 1 - The domestic equity investment market in China has entered a recovery phase driven by policy and industrial transformation, with fundraising rebounding and a clear focus on hard technology sectors [1][2] - The number of newly registered private equity and venture capital funds showed a moderate recovery in the first half of 2025, with 744 new private equity funds and 1372 venture capital funds registered, reflecting a year-on-year increase of 4.1% and 3.9% respectively [2] - The investment amount in the first half of 2025 decreased significantly, with a total of 2835 investment deals completed, down 4.1% year-on-year, and total disclosed investment amount dropping by 44.5% to 1577.98 billion yuan [7][12] Group 2 - The number of fund managers decreased, with 328 private equity and venture capital fund managers deregistered in the first half of 2025, a reduction of 45.7% year-on-year, indicating a clearing of substandard institutions [2] - Major fundraising events included a 100 billion yuan fund by Chasing Technology and a 70 billion yuan healthcare fund by Kangqiao Capital, focusing on robotics, AI, and biomedicine [4][6] - The investment landscape is shifting towards early-stage investments, with seed, angel, and A-round investments making up 65.7% of total investment events, although the total investment amount in these stages decreased [15][18] Group 3 - The IPO market is active, with 110 Chinese companies listed domestically and abroad in the first half of 2025, raising a total of 1222.37 billion yuan, a 160.6% increase year-on-year [32] - The merger and acquisition market is recovering, with 999 domestic M&A transactions recorded, a 4.9% increase from the previous year, and total M&A value reaching 4283.73 billion yuan, up 52.7% year-on-year [32][33] - The investment focus has shifted towards advanced manufacturing and healthcare, with significant investments in AI and production manufacturing, while consumer upgrade and e-commerce sectors have seen a sharp decline [18][21]

Group 1: Optical and Photonic Technology Development - The Nanjing Advanced Optoelectronic Integration Technology Research Institute has provided technical support to over 300 enterprises and established a common technology research platform for "thin-film lithium niobate + X" heterogenous integration [1] - Nanjing University and Nanjing Jiangbei New Area have signed an agreement to co-create a national innovation platform for "optoelectronic chips," aiming to promote the transformation of cutting-edge optical science achievements [1] Group 2: 6G Technology and Innovation Platforms - The Zijinshan Laboratory has unveiled the world's first 6G intelligent sensing fusion outdoor test network, which will enhance the speed and sensing capabilities of future 6G networks [4] - Since its establishment in 2018, the Zijinshan Laboratory has published nearly 30 major original innovation achievements and won the National Technology Invention Award [4] Group 3: Technology Transfer and Application - Nanjing is exploring new models for deepening industry-university-research cooperation to address low technology transfer rates, establishing new R&D institutions and pilot platforms [6] - The "Wen Tian 1" brain-like supercomputer developed by the Nanjing Intelligent Technology Research Institute has successfully simulated approximately 500 million neurons, achieving breakthroughs in various fields [6] Group 4: R&D Institutions and Economic Impact - In 2024, Nanjing has 358 municipal-level new R&D institutions, employing around 12,000 research and management personnel, and has applied for over 22,000 patents [8] - The advanced inorganic fiber and composite materials pilot platform at the Nanjing Fiberglass Institute has served 68 enterprises, with a technology contract transaction amount of 230 million yuan, a 62% increase [8] Group 5: Government Policies and Market Dynamics - Nanjing has implemented several policies to support the construction of regional technology transfer centers and enhance the market for technology elements, with technology output transaction amounts increasing from 8.988 billion yuan in 2020 to 11.505 billion yuan in 2024 [9]

上海市市长龚正今天(7月3日)会见了恩智浦半导体首席执行官库尔特.西弗斯。龚正说，当前，上海正 以"五个中心"建设为主攻方向，加快培育发展新质生产力，加快建成具有世界影响力的社会主义现代化 国际大都市。上海作为中国集成电路综合技术实力最强、产业规模最大、产业链最完善的城市，正全力 打造集成电路等三大先导产业，加快打造世界级产业集群。汽车半导体是行业中增长最快的领域之一， 欢迎包括恩智浦在内的跨国企业分享中国机遇，深化合作共赢，持续提升在沪总部能级，提升科技成果 转化力度，助力产业高质量发展，在沪创造更好业绩。上海将一如既往地打造市场化、法治化、国际化 的一流营商环境，让更多惠企政策免申即享、直达快享，支持各类企业在沪实现更好更快发展。(上海 发布) ...