| 量纂]的[編纂]數目 | | :「編纂]股H股(視乎[編纂]行使與否而定) | | --- | --- | --- | | [編纂]數目 | .. | [编纂]股H股(可予[编纂]) | | [編纂]數目 | | : [編纂]股H股(可予[編纂]及視乎[編纂] | | | | 行使與否而定) | | 最高[編纂] : | | 每股H股[編纂]港元,另加1%經紀 | | | | 佣金、0.0027%證監會交易徵費、 | | | | 0.00565%聯交所交易費及0.00015% | | | | 會財局交易徵費(須於申請時以港元繳 | | | | 足,多繳款項可予退還) | | 面值 | : | 每股H股人民幣1.00元 | | [編纂] : [編纂] | 理学/日苗 · [ · [ · ] · | | 公司简介 智通财经APP获悉，据港交所1月13日披露，杰华特微电子股份有限公司(688141.SH)向港交所主板递交上市申请，中 信证券为其独家保荐人。该公司曾于2025年5月30日向港交所递交过上市申请。招股书显示，根据弗若斯特沙利文的 资料，在中国模拟集成电路市场，按收入计，2024年杰华特于全球所有模拟 ...

Group 1 - The core point of the news is that Juchen Semiconductor Co., Ltd. has experienced a decline in stock price, dropping 3.94% on January 13, with a total market value of 22.237 billion yuan and a cumulative decline of 6.95% over four consecutive days [1] - Juchen Semiconductor, established on November 13, 2009, and listed on December 23, 2019, specializes in the research, design, and sales of integrated circuit products, with 100% of its revenue coming from chip sales [1] Group 2 - From the perspective of major fund holdings, Guotou Ruijin Fund has a significant position in Juchen Semiconductor, with its fund reducing its holdings by 11,400 shares to 11,300 shares, representing 1.56% of the fund's net value [2] - The fund, Guotou Ruijin Shanghai Stock Exchange Science and Technology Innovation Board 200 Index Initiation A (023518), has a current scale of 45.2648 million yuan and has achieved a return of 15.22% this year, ranking 292 out of 5,517 in its category [2] - The fund managers, Zhao Jian and Qian Han, have different tenures and performance records, with Zhao Jian having a tenure of 12 years and 113 days and a best return of 181.16%, while Qian Han has a tenure of 2 years and 153 days with a best return of 52.25% [2]

Core Insights - The "Science and Innovation Coffee Gathering" in Hunnan Technology City aims to foster collaboration among entrepreneurs, researchers, and government officials in the inspection and testing sector [1][2] - The initiative employs a "1+N" layout model to create a comprehensive social hub for science and technology talent, enhancing the soft business environment in Hunnan District [1] Group 1: Event Overview - The "Science and Innovation Coffee Gathering" was held on January 9 at the Jinlian New Economic Industrial Park, marking the establishment of the "Inspection and Testing Coffee Innovation Group" [1] - The event serves as a platform for dialogue and problem-solving, with industry leaders and local government officials facilitating discussions and addressing challenges faced by technology enterprises and research teams [1] Group 2: Strategic Goals - Hunnan Technology City aims to optimize its soft business environment through initiatives like the "Science and Innovation Coffee Gathering," which promotes a collaborative atmosphere among various stakeholders [2] - The gathering is designed to break down traditional barriers in science and technology communication, fostering a relaxed environment that encourages innovative thinking and collaboration [2]

Core Insights - The Chinese integrated circuit industry has evolved from a technology exploration phase to a stage of partial leadership in emerging fields such as third-generation semiconductors and AI chips [1] Group 1: Industry Overview - Major listed companies in the Chinese integrated circuit industry include companies like Chipone (688521.SH), Cambricon (688256.SH), and SMIC (688981.SH/00981.HK) [1] - The development of integrated circuit technology in China has gone through three main phases: foundational exploration (1950s-1978), technology introduction (1978-2000), and independent breakthroughs (2000-2020) [1] Group 2: Core Production Technologies - The integrated circuit technology system focuses on three core areas: design, manufacturing, and packaging/testing [4] - Key design aspects include EDA tools, chip architecture (RISC-V/ARM), and semiconductor IP [4] - Manufacturing focuses on wafer processes (including EUV lithography) and advanced process nodes (such as 7nm and 5nm) [4] - Packaging/testing emphasizes advanced techniques like Chiplet and 3D stacking [4] Group 3: Current Production Status - Chinese companies lead in production volume but lack sufficient autonomy in technology [7] - The design sector has achieved some autonomy in mature process tools and IP, but high-end EDA and core IP still rely on imports [7] - Manufacturing has sufficient capacity for mature processes but faces limitations in advanced processes due to equipment restrictions [7] - The packaging/testing sector is a strength, with leading companies holding significant global market shares [7] Group 4: Market Segmentation - The low-end market (45nm and above) has a self-sufficiency rate exceeding 75%, with companies like Hua Hong Semiconductor leading [10] - The mid-range market (14-28nm) has a domestic production rate of about 35%, with breakthroughs in memory chips [10] - The high-end market (7nm and below) has a self-sufficiency rate of less than 20%, heavily relying on overseas foundries [10] Group 5: Challenges and Future Outlook - The Chinese integrated circuit industry faces challenges such as low domestic production of high-end technologies, risks to industrial security, and the need for improved product quality [13] - Future strategies include focusing on technological breakthroughs, collaborative ecosystem development, and enhancing talent cultivation to support high-quality industry growth [13]

智通财经记者 俞凯 此外，繁荣支撑的创新生态加速完善。上海已集聚超1200家集成电路企业，汇聚全国约40%的产业人 才、近50%的产业创新资源，制定实施了体系化的集成电路产业发展支持政策，加快关键核心技术攻关 及产业共性技术平台建设；培育"一体两翼"的产业空间布局，建成集成电路设计产业园、智能传感器产 业园、东方芯港、上海电子化学品专区等5个集成电路特色产业园区；持续优化营商环境，加大人才、 金融和产业政策支持，积极开展国际合作，搭建全球交流共享平台。 五年来，上海培育打造国产AI芯片战略阵队，扶持推动多技术路线AI芯片齐头并发。上海GPU芯片"四 小龙"（壁仞、沐曦、天数、燧原），2家已上市、1家马上上市、1家正在申报上市过程中，光计算、近 存计算等创新路线AI芯片企业蓬勃涌现，支撑国内大模型等新质生产力发展。 上海市经信委表示，面向"十五五"，上海将保持战略定力，继续当好"排头兵"和"先行者"，进一步聚焦 全产业链创新突破，加快龙头企业培育、高层次人才引育、全周期服务保障等，持续完善产业创新发展 生态体系，加快打造世界级集成电路产业集群。 上海集成电路产业发展"成绩单"出炉。 1月6日，智通财经（www. ...

寒武纪（西安）集成电路有限公司成立于2020年1月，法定代表人为王在，经营范围包括集成电路设 计、技术开发、技术推广、技术转让、技术咨询、技术服务等。股东信息显示，该公司由寒武纪 （688256）全资持股。 天眼查工商信息显示，1月4日，寒武纪（西安）集成电路有限公司发生工商变更，注册资本由1亿人民 币增至1.8亿人民币，增幅80%。 ...

人民财讯1月6日电，企查查APP显示，近日，上海艾为芯科技有限公司成立，法定代表人为孙洪军，注 册资本为1亿元，经营范围包含以自有资金从事投资活动；集成电路芯片设计及服务等。企查查股权穿 透显示，该公司由艾为电子全资持股。 ...

Group 1 - The core viewpoint of the news is that Zhenlei Technology's stock has seen a 5% increase, reaching 131.64 yuan per share, with a trading volume of 2.158 billion yuan and a turnover rate of 7.95%, resulting in a total market capitalization of 28.178 billion yuan [1] - Zhenlei Technology, established on September 11, 2015, and listed on January 27, 2022, is based in Hangzhou, Zhejiang Province, and specializes in the research, production, and sales of integrated circuit chips and microsystems [1] - The company's main business revenue composition includes: power management chips (50.10%), RF transceiver chips and high-speed high-precision ADC/DAC chips (39.47%), technical services (5.97%), microsystems and modules (2.49%), terminal RF front-end chips (1.93%), and others (0.04%) [1] Group 2 - From the perspective of fund holdings, Jin Yuan Shun An Fund has a significant position in Zhenlei Technology, with its Jin Yuan Shun An Value Growth Mixed Fund (620004) holding 21,300 shares, accounting for 1.98% of the fund's net value, making it the seventh-largest holding [2] - The Jin Yuan Shun An Value Growth Mixed Fund was established on September 11, 2009, with a latest scale of 70.0466 million yuan, yielding 3.21% this year, ranking 1211 out of 8816 in its category, and achieving a 28.06% return over the past year, ranking 4187 out of 8081 [2] Group 3 - The fund managers of Jin Yuan Shun An Value Growth Mixed Fund are Kong Xiangpeng and Han Chenyang, with Kong having a tenure of 8 years and 195 days, managing a total fund size of 143 million yuan, and his best and worst fund returns during his tenure being -1.71% and -11.58%, respectively [3] - Han Chenyang has a tenure of 2 years and 313 days, managing a total fund size of 873 million yuan, with his best and worst fund returns during his tenure being 8.99% and -9.7%, respectively [3]

Group 1 - Fudan Microelectronics experienced a decline of 5.03% on January 6, with a stock price of 78.81 yuan per share, a trading volume of 841 million yuan, a turnover rate of 1.96%, and a total market capitalization of 64.737 billion yuan [1] - The company, established on July 10, 1998, and listed on August 4, 2021, is primarily engaged in integrated circuit (IC) related businesses, operating through two segments: design, development, and sales of integrated circuits, and providing IC testing services [1] - The revenue composition of Fudan Microelectronics includes: FPGA and other products (37.04%), non-volatile memory (23.92%), security and identification chips (21.35%), smart meter chips (13.46%), IC testing services (4.15%), and rental income (0.09%) [1] Group 2 - E Fund's AI ETF (588730) holds a significant position in Fudan Microelectronics, having increased its holdings by 352,900 shares in the third quarter, totaling 931,000 shares, which represents 3.54% of the fund's net value, ranking as the ninth largest holding [2] - The E Fund AI ETF was established on January 16, 2025, with a current scale of 1.753 billion yuan and has achieved a year-to-date return of 4.74%, ranking 247 out of 5488 in its category, and a cumulative return of 51.31% since inception [2]

12月31日，灿瑞科技涨0.43%，成交额2520.64万元。两融数据显示，当日灿瑞科技获融资买入额190.27 万元，融资偿还151.32万元，融资净买入38.95万元。截至12月31日，灿瑞科技融资融券余额合计 6408.78万元。 融资方面，灿瑞科技当日融资买入190.27万元。当前融资余额6408.78万元，占流通市值的4.37%，融资 余额低于近一年40%分位水平，处于较低位。 融券方面，灿瑞科技12月31日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 截至9月30日，灿瑞科技股东户数8997.00，较上期减少0.02%；人均流通股4812股，较上期增加0.02%。 2025年1月-9月，灿瑞科技实现营业收入4.74亿元，同比增长13.75%；归母净利润-3747.63万元，同比减 少62.70%。 分红方面，灿瑞科技A股上市后累计派现4579.03万元。 责任编辑：小浪快报 资料显示，上海灿瑞科技股份有限公司位于上海市静安区汶水路299弄2幢7号，成立日期2005年9月13 日，上市日期 ...