机构持仓方面，截止2025年6月30日，纳芯微十大流通股东中，兴全合润混合A（163406）位居第五大 流通股东，持股353.34万股，相比上期减少4.80万股。银河创新混合A（519674）位居第七大流通股 东，持股265.98万股，相比上期增加127.98万股。兴全商业模式混合(LOF)A（163415）位居第八大流通 股东，持股238.21万股，相比上期减少65.95万股。嘉实上证科创板芯片ETF（588200）位居第九大流通 股东，持股236.22万股，相比上期增加21.92万股。兴全趋势投资混合(LOF)（163402）、兴全新视野定 期开放混合型发起式（001511）、香港中央结算有限公司、兴全合宜混合A（163417）退出十大流通股 东之列。 责任编辑：小浪快报 资料显示，苏州纳芯微电子股份有限公司位于江苏省苏州工业园区东荡田巷9号,香港湾仔皇后大道东 248号大新金融中心40楼，成立日期2013年5月17日，上市日期2022年4月22日，公司主营业务涉及聚焦 高性能、高可靠性模拟集成电路研发和销售。主营业务收入构成为：信号链产品38.45%，电源管理产 品34.09%，传感器产品27.11%， ...

Financial Performance - Chengdu Huamei reported a revenue of 355 million yuan for the first half of 2025, representing a year-on-year increase of 26.93% [1] - The net profit attributable to shareholders was 36 million yuan, a decline of 51.26% compared to the previous year [1] - In Q2 2025, the company achieved a revenue of 199 million yuan, up 41.87% year-on-year, while the net profit was 14 million yuan, down 5.58% [1] Cash Flow and Investment - The net cash outflow from operating activities in the first half of the year was 270 million yuan, compared to a net outflow of 14 million yuan in the same period last year, attributed to increased orders and higher cash payments for procurement and outsourcing [1] - The company invested 319 million yuan in chip R&D and industrialization projects, with a progress rate of 42.50%, expected to be operational by February 2027 [5] - For high-end integrated circuit R&D and industrial base projects, a total investment of 395 million yuan has been made, with a progress rate of 71.87%, also expected to be operational by February 2027 [5] R&D and Product Development - Chengdu Huamei's R&D expenditure totaled 100 million yuan, a year-on-year increase of 36.67%, accounting for 28.27% of revenue, an increase of 2.02 percentage points [3] - The company has nine ongoing R&D projects, including high-performance FPGA and ultra-high-speed ADC/DAC [3] - The product structure includes digital integrated circuits and analog integrated circuits, with digital circuit revenue at 178 million yuan (50.06% of total revenue) and analog circuit revenue at 153 million yuan (43.26% of total revenue) [4] Industry Context - The special integrated circuit industry is facing intense competition and significant demand fluctuations, with challenges such as rapid technological iteration and high R&D costs [5] - However, there are opportunities arising from accelerated domestic production and growing demand for high-precision products [5]

Group 1 - The core business of the company is the research and sales of wireless communication integrated circuit chips [1] - The revenue from products applied in the satellite positioning field accounts for a low proportion of the company's total revenue [1]

（原标题：东芯股份等成立技术公司，含集成电路设计业务） 企查查APP显示，近日，上海芯亿通技术有限公司成立，法定代表人为潘惠忠，注册资本为1800万元， 经营范围包含：集成电路设计；集成电路销售；集成电路芯片设计及服务；软件开发；软件销售；物联 网技术研发等。企查查股权穿透显示，该公司由东芯股份（688110）全资子公司上海亿芯通感技术有限 公司、共青城依睿共达投资合伙企业（有限合伙）等共同持股。 ...

人民财讯8月27日电，企查查APP显示，近日，上海芯亿通技术有限公司成立，法定代表人为潘惠忠， 注册资本为1800万元，经营范围包含：集成电路设计；集成电路销售；集成电路芯片设计及服务；软件 开发；软件销售；物联网技术研发等。企查查股权穿透显示，该公司由东芯股份全资子公司上海亿芯通 感技术有限公司、共青城依睿共达投资合伙企业(有限合伙)等共同持股。 ...

每经AI快讯，美芯晟（SH 688458，收盘价：49.12元）8月25日晚间发布公告称，公司第二届第五次董 事会临时会议于2025年8月25日在公司会议室以现场会议和线上通讯会议同时进行的方式召开。会议审 议了《关于公司<2025年半年度报告>及其摘要的议案》等文件。 2024年1至12月份，美芯晟的营业收入构成为：集成电路占比100.0%。 截至发稿，美芯晟市值为55亿元。 每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋招"求才"，25个 岗位都有什么特点？ （记者 王晓波） ...

Core Insights - The hard technology sector is becoming a strong investment focus, with institutions actively conducting research and inquiries into companies within this space [1][2][3] - There is a noticeable shift in the investment research approach, with institutions emphasizing technical routes, application scenarios, and product advancements during their inquiries [1][3] - The demand for expertise in hard technology is increasing, leading to a transformation in recruitment practices within investment firms, favoring candidates with engineering and financial backgrounds [3] Institutional Research Activity - As of August 23, 2023, there has been a surge in institutional research activity in hard technology sectors, including integrated circuits, electronic components, application software, and biotechnology [1] - Notably, 21 companies in the integrated circuit industry were subject to institutional inquiries in August, with many experiencing group research sessions [1][2] Specific Company Engagements - On August 19, Naxin Microelectronics held an earnings briefing attended by 135 institutions, with inquiries focusing on AI server products and customer developments [2] - Similarly, Unisoc's earnings briefing attracted over 100 institutions, with questions centered on high-end AI chips and advancements in aerospace business [2] Investment Trends - Public funds are increasingly favoring hard technology, with sectors like innovative pharmaceuticals and hard technology becoming primary investment targets [3] - The technology investment landscape is evolving, with a growing emphasis on hard research to identify investment opportunities in hard technology [3] Market Performance - Recent market performance indicates a strong rally in the TMT sector, with significant gains in communication, electronics, and computer sectors [4][5] - The semiconductor sector is particularly noted for attracting major capital inflows, with optimistic long-term prospects for domestic supply chain innovations [5]

天眼查App显示，近日，合肥电科国芯科技有限公司成立，法定代表人为王磊，注册资本1500万人民 币，经营范围为一般项目：软件开发；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广；技术进出口；货物进出口；集成电路制造；集成电路设计；集成电路销售；通讯设备销售；雷达及 配套设备制造；电子专用设备制造；通信设备制造（除许可业务外，可自主依法经营法律法规非禁止或 限制的项目）。 ...

Group 1 - The China Securities Regulatory Commission (CSRC) has issued supplementary material requirements for three companies, including Jiewate, regarding their overseas listing application [1] - Jiewate submitted its listing application to the Hong Kong Stock Exchange on May 30, 2025, with CITIC Securities as the sole sponsor [1] - The CSRC has requested Jiewate to clarify its company history, including the legality of past equity changes and compliance with relevant regulations [1] Group 2 - Jiewate aims to become a global leader in the analog integrated circuit industry, possessing a complete core technology architecture that includes process, integrated circuit design, and system definition [2] - The company's product portfolio primarily consists of power management integrated circuits and signal chain integrated circuits, offering approximately 2,200 models for sale as of December 31, 2024 [2] - According to Frost & Sullivan, Jiewate has achieved industry-leading status in the number of power management integrated circuit product models by 2024 [2]

Core Viewpoint - Shanghai Xianzong Integrated Circuit Co., Ltd. has been established with a registered capital of 50 million RMB, focusing on various aspects of integrated circuit design and sales, as well as applications in IoT and artificial intelligence [1] Group 1: Company Overview - The company is legally represented by Gao Zongxia [1] - The registered capital of the company is 50 million RMB [1] Group 2: Business Scope - The business scope includes integrated circuit design, chip design and services, and sales of integrated circuits and related products [1] - The company also engages in IoT application services, technology research and development, and sales of IoT devices [1] - Additional services include artificial intelligence application system integration, software development, and blockchain technology-related services [1]