新华社上海9月23日电（记者王默玲）9月23日，由上海市企业联合会、上海市企业家协会、上海市经济 团体联合会等机构共同发布的2025上海百强企业榜单出炉。上海百强企业2024年营业收入总额达10.03 万亿元，连续第三年站稳10万亿元大关。 从行业表现来看，上海百强企业榜单中，集成电路制造、智能终端制造、电商、海洋运输、保险业等企 业营业收入或净利润增长幅度较高。 【纠错】 【责任编辑:王頔】 值得注意的是，上海民营百强企业2024年经济效益快速增长。2024年，上海民营百强企业营业收入总额 达3.3万亿元，首次突破3万亿元大关，同比增长9.26%；净利润合计为2245.5亿元，增长率达69.50%。 据上海市企业联合会介绍，民营百强表现强劲的背后有两点值得关注：一是零售电商细分行业头部企业 净利润大幅增加；二是信息技术、集成电路等新兴产业企业正高速成长壮大，共同对上海民营百强企业 的净利润增长发挥重要支撑作用。 ...

责任编辑：小浪快报 截至6月30日，赛微电子股东户数6.59万，较上期减少2.35%；人均流通股9071股，较上期增加2.41%。 2025年1月-6月，赛微电子实现营业收入5.70亿元，同比增长3.40%；归母净利润-65.03万元，同比增长 98.48%。 分红方面，赛微电子A股上市后累计派现1.55亿元。近三年，累计派现2562.75万元。 机构持仓方面，截止2025年6月30日，赛微电子十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1027.08万股，相比上期增加630.89万股。国联安中证全指半导体产品与设备ETF联接A （007300）位居第四大流通股东，持股543.24万股，相比上期增加49.55万股。南方中证1000ETF （512100）位居第五大流通股东，持股474.16万股，相比上期增加85.35万股。华夏中证1000ETF （159845）位居第十大流通股东，持股279.04万股，为新进股东。 资金流向方面，主力资金净流出2410.29万元，特大单买入2575.64万元，占比6.94%，卖出3175.09万 元，占比8.55%；大单买入6052.15万元，占比16.30 ...

Company Overview - Huahong Semiconductor Co., Ltd. is primarily engaged in specialty process wafer foundry services, providing diverse platforms including embedded/non-volatile memory, power devices, analog and power management, logic, and RF [2] - The company was established on January 21, 2005, and went public on August 7, 2023 [2] - Main business revenue composition: integrated circuit wafer foundry 94.60%, others 4.78%, rental income 0.62% [2] Financial Performance - For the first half of 2025, Huahong achieved operating revenue of 8.018 billion yuan, a year-on-year increase of 19.09% [2] - The net profit attributable to the parent company was 74.3154 million yuan, a year-on-year decrease of 71.95% [2] - Cumulative cash distribution since A-share listing amounts to 258 million yuan [3] Stock Performance - As of September 22, the stock price of Huahong was 81.33 yuan per share, with a market capitalization of 140.995 billion yuan [1] - Year-to-date stock price increase is 75.02%, with a 5-day increase of 5.82%, 20-day increase of 29.80%, and 60-day increase of 71.44% [1] - The stock experienced a net outflow of 45.9452 million yuan in principal funds, with significant buying and selling activity [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 37,400, a decrease of 20.53% from the previous period [2] - The average circulating shares per person were 10,478 shares, unchanged from the previous period [2] - The eighth largest circulating shareholder is the Harvest SSE STAR Chip ETF, holding 9.6866 million shares, an increase of 2.6691 million shares from the previous period [3]

Core Viewpoint - Huazhu Microelectronics has shown a positive stock performance with a year-to-date increase of 7.68% and a recent trading volume indicating active investor interest [1][2]. Financial Performance - For the first half of 2025, Huazhu Microelectronics reported revenue of 5.218 billion yuan, representing a year-on-year growth of 9.62% [2]. - The net profit attributable to shareholders for the same period was 339 million yuan, reflecting a year-on-year increase of 20.85% [2]. Stock Market Activity - As of September 22, Huazhu Microelectronics' stock price was 50.75 yuan per share, with a market capitalization of 67.372 billion yuan [1]. - The stock experienced a net inflow of 2.3904 million yuan from main funds, with significant buying activity from large orders [1]. Shareholder Information - As of June 30, the number of shareholders decreased to 44,000, a reduction of 9.77% from the previous period [2]. - The average number of circulating shares per shareholder increased by 10.83% to 30,173 shares [2]. Dividend Distribution - Since its A-share listing, Huazhu Microelectronics has distributed a total of 851 million yuan in dividends, with 487 million yuan distributed over the past three years [3]. Major Shareholders - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 30.4979 million shares, an increase of 14.9252 million shares from the previous period [3]. - Other significant shareholders include various ETFs, with notable changes in their holdings [3].

Core Viewpoint - SMIC's stock price has shown significant growth this year, with a year-to-date increase of 30.81% and a recent surge of 52.28% over the past 60 days, indicating strong market performance and investor interest [1]. Group 1: Stock Performance - As of September 22, SMIC's stock price reached 123.77 CNY per share, with a trading volume of 46.44 billion CNY and a market capitalization of 9900.67 billion CNY [1]. - The stock has experienced a net outflow of 3.04 billion CNY in principal funds, with large orders accounting for 32.58% of purchases and 32.92% of sales [1]. - Over the past five trading days, the stock has increased by 13.91%, and over the past 20 days, it has risen by 34.77% [1]. Group 2: Financial Performance - For the first half of 2025, SMIC reported a revenue of 323.48 billion CNY, reflecting a year-on-year growth of 23.14%, and a net profit attributable to shareholders of 23.01 billion CNY, which is a 39.76% increase compared to the previous year [2]. - The company primarily generates revenue from integrated circuit wafer foundry services, accounting for 93.83% of its total revenue, with other services contributing 6.17% [1]. Group 3: Shareholder Information - As of June 30, 2025, SMIC had 252,300 shareholders, a decrease of 2.20% from the previous period, with an average of 8,223 shares held per shareholder, which is an increase of 2.26% [2]. - Notable institutional shareholders include the Huaxia SSE STAR 50 ETF and the E Fund SSE STAR 50 ETF, which have increased their holdings significantly [2].

北京燕东微电子股份有限公司发布股份回购实施结果暨股份变动公告。2024年9月19日，公司董事会审 议通过回购方案，拟用自有资金以集中竞价交易方式回购，金额4000万 - 8000万元，价格不超20.07元/ 股，期限至2025年9月19日。实际回购股份2,629,186股，占总股本0.18%，使用资金49,966,801.73元，均 价19.00元/股。此次回购对公司经营、财务和未来发展无重大影响，不影响控制权和上市地位。回购股 份将用于员工持股计划或股权激励，若三年内未转让完毕，未使用部分将注销。 ...

Core Viewpoint - SMIC's stock price has shown significant growth this year, with a year-to-date increase of 31.90% and a notable rise of 52.85% over the past 60 days, indicating strong market performance and investor interest [2]. Financial Performance - For the first half of 2025, SMIC reported revenue of 32.348 billion yuan, representing a year-on-year growth of 23.14%, while net profit attributable to shareholders was 2.301 billion yuan, up 39.76% compared to the previous year [3]. - As of June 30, 2025, the number of shareholders decreased by 2.20% to 252,300, while the average number of tradable shares per person increased by 2.26% to 8,223 shares [3]. Stock Market Activity - On September 19, SMIC's stock price rose by 2.17% to 124.80 yuan per share, with a trading volume of 2.059 billion yuan and a turnover rate of 0.84%, leading to a total market capitalization of 998.306 billion yuan [1]. - In terms of capital flow, there was a net outflow of 111 million yuan from main funds, with large orders showing a buy of 417 million yuan and a sell of 385 million yuan [1]. Shareholder Composition - As of June 30, 2025, major shareholders included various ETFs, with notable increases in holdings from institutions such as 华夏上证科创板50成份ETF and 易方达上证科创板50ETF, indicating growing institutional interest [3].

融券方面，中芯国际9月18日融券偿还14.25万股，融券卖出2.79万股，按当日收盘价计算，卖出金额 340.54万元；融券余量29.00万股，融券余额3542.53万元，超过近一年90%分位水平，处于高位。 资料显示，中芯国际集成电路制造有限公司位于上海市浦东新区张江路18号,香港中环康乐广场8号交易 广场1期29楼，成立日期2000年4月3日，上市日期2020年7月16日，公司主营业务涉及提供0.35微米至14 纳米多种技术节点、不同工艺平台的集成电路晶圆代工及配套服务。主营业务收入构成为：集成电路晶 圆代工93.83%，其他6.17%。 截至6月30日，中芯国际股东户数25.23万，较上期减少2.20%；人均流通股8223股，较上期增加2.26%。 2025年1月-6月，中芯国际实现营业收入323.48亿元，同比增长23.14%；归母净利润23.01亿元，同比增 长39.76%。 来源：新浪证券-红岸工作室 9月18日，中芯国际涨4.05%，成交额234.95亿元。两融数据显示，当日中芯国际获融资买入额45.33亿 元，融资偿还44.36亿元，融资净买入9688.17万元。截至9月18日，中芯国际融资融 ...

根据公开资料，中芯北方成立于 2013 年，是中芯国际与北京市政府共同投资设立的 集成电路制造厂。目前，中芯北方具备两 条月产 3.5 万片的 300mm 生产线， 合计 7 万片月产能，主要面向智能手机、电脑与平板、消费电子、工业与汽车等下游领 域。 此次收购前，中芯国际作为控股股东，同时也为中芯北方提供晶圆代工技术，并且全权负责中芯北方的生产和运营。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 9月18日， 中芯国际股价盘中一度暴涨超8%，股价冲高至127.49元/股，总市值突破1万亿元！ 之后其股价回落至122.15元，总市值收报9771亿元。 9月16日，腾讯集团副总裁、腾讯云总裁邱跃鹏在2025腾讯全球数字生态大会上表示，腾讯云异构计算平台已对主流国产芯片进行了适配。他 表示，"今天我们的GPU计算资源越来越异构，很多国产芯片在不断提升计算性能。" AI浪潮下，国内AI算力需求的快速增长，市场对国产芯片产业的关注度高涨。云厂商不断提升高端芯片使用及开发需求的同时，伴随着国产 芯片生态的逐步完善，中芯国际等产业链环节中的头部公司也有望 ...

Economic Performance - The national economy of China continues to show a stable and progressive development trend, with a focus on implementing proactive macro policies to enhance flexibility and predictability [1] - The industrial added value of large-scale enterprises increased by 5.2% year-on-year, with notable growth in equipment manufacturing and high-tech manufacturing, which grew by 8.1% and 9.3% respectively [1] New Growth Drivers - High-tech product output is experiencing rapid growth, with significant increases in 3D printing equipment and new energy vehicles, indicating the effectiveness of new growth drivers [2] - The production of industrial robots has also been growing steadily, with civilian drone production increasing by over 50% year-on-year from January to August [2] Consumption Trends - Retail sales of consumer goods in August showed double-digit growth in categories such as home appliances, furniture, and cultural office supplies, reflecting the effectiveness of consumption-boosting policies [2] - Service retail sales increased by 5.1% year-on-year, outpacing goods retail sales, with strong growth in tourism, transportation, and leisure services [3] Investment Dynamics - Investment in equipment and tools increased by 14.4% year-on-year from January to August, significantly contributing to fixed asset investment growth [3] - High-tech industry investment remains robust, with double-digit growth in sectors such as information services and aerospace equipment manufacturing [3] Policy Recommendations - To maintain stable economic growth, it is essential to accelerate the implementation of existing policies and consider new incremental policies [4] - Active fiscal policies should be intensified to provide immediate support for growth, with a focus on rapid expenditure of fiscal funds [4]