每经AI快讯，12月24日，中芯国际A、H股均涨超2%。 （文章来源：每日经济新闻） ...

来源：新浪证券-红岸工作室 12月24日，中芯国际盘中上涨2.93%，截至09:35，报123.41元/股，成交17.44亿元，换手率0.71%，总市 值9873.23亿元。 资金流向方面，主力资金净流入1.07亿元，特大单买入4.12亿元，占比23.62%，卖出4.42亿元，占比 25.34%；大单买入6.30亿元，占比36.15%，卖出4.94亿元，占比28.31%。 中芯国际今年以来股价涨30.43%，近5个交易日涨8.93%，近20日涨9.49%，近60日跌3.97%。 今年以来中芯国际已经1次登上龙虎榜，最近一次登上龙虎榜为8月28日，当日龙虎榜净买入-4.22亿 元；买入总计16.55亿元 ，占总成交额比6.10%；卖出总计20.77亿元 ，占总成交额比7.66%。 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% ...

来源：新浪证券-红岸工作室 12月23日，中芯国际跌0.46%，成交额58.24亿元，换手率2.42%，总市值9592.42亿元。 中芯国际目前在新浪财经客户端A股市场人气排名第36名。 异动分析 国家大基金持股+存储芯片+中芯国际概念+芯片概念 1、公司获得国家集成电路产业投资基金股份有限公司投资，持股比例占总股本比例为1.61%。 2、2025年9月12日互动易：公司代工MCU芯片和特殊存储芯片。 3、中芯国际是中国内地技术最先进、配套最完善、规模最大、跨国经营的集成电路制造企业集团。 4、中芯国际集成电路制造有限公司的主营业务是基于多种技术节点和技术平台的集成电路晶圆代工业 务，并提供设计服务与IP支持、光掩模制造等配套服务。公司的主要产品是集成电路晶圆代工、设计服 务与IP支持、光掩模制造。根据全球各纯晶圆代工企业最新公布的2024年销售额情况，中芯国际位居全 球第二，在中国大陆企业中排名第一。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-2.60亿，占比0.04%，行业排名166/171，该股当前无连续增减仓现象，主力趋势不明 显；所属 ...

Core Viewpoint - Shangfeng Cement is experiencing growth in its main business while increasing the contribution of its new investment business, particularly in the semiconductor sector, which is expected to enhance its competitive edge [1][8]. Financial Performance - For the first three quarters of 2025, Shangfeng Cement reported a revenue of 3.598 billion yuan, a decrease of 5.69% year-on-year, while the net profit attributable to shareholders was 528 million yuan, an increase of 30.56% [1][7]. - The company's investment income from equity investments and various capital business contributed approximately 170 million yuan to net profit, accounting for about 31% of the total net profit [1][8]. Investment in Semiconductor Sector - Shangfeng Cement's wholly-owned subsidiary, Ningbo Shangrong, has invested in the semiconductor company, Yuexin Semiconductor, which is the first 12-inch wafer manufacturing enterprise in Guangdong Province to enter mass production [2][3]. - Yuexin Semiconductor aims to provide 12-inch wafer foundry services and has a business model focused on specialty process wafer foundry, serving top semiconductor design companies [2][3]. Future Outlook for Yuexin Semiconductor - Yuexin Semiconductor has reported significant fluctuations in revenue, with 2023 revenue down 32.46% year-on-year, but is projected to achieve profitability by 2029 [3]. - As of June 30, 2025, Yuexin Semiconductor holds 681 authorized patents, including 312 invention patents, indicating a strong focus on innovation [3]. Strategic Business Development - Shangfeng Cement is expanding its business into related industries, including "light-storage-charging" new energy and smart logistics, while maintaining its core business in cement production [6][8]. - The company has implemented effective cost control measures, resulting in a decrease in controllable costs for clinker and cement products [7][8].

人民财讯12月22日电，企查查APP显示，近日，北京海博思创智造科技有限公司成立，法定代表人为高 书清，注册资本1亿元，经营范围包含智能基础制造装备制造；集成电路芯片设计及服务；集成电路芯 片及产品制造；集成电路制造等。企查查股权穿透显示，该公司由海博思创间接全资持股。 ...

Core Viewpoint - The stock of Saiwei Electronics has experienced significant fluctuations, with a year-to-date increase of 261.18%, but a recent decline of 4.98% over the past five trading days, indicating volatility in investor sentiment and market performance [1]. Group 1: Stock Performance - As of December 22, Saiwei Electronics' stock price was 62.05 yuan per share, with a market capitalization of 45.434 billion yuan [1]. - The stock has seen a trading volume of 10.18 billion yuan, with a turnover rate of 2.69% [1]. - The company has appeared on the "龙虎榜" (a trading leaderboard) four times this year, with the most recent appearance on December 3, where it recorded a net buy of -206 million yuan [1]. Group 2: Financial Performance - For the period from January to September 2025, Saiwei Electronics reported a revenue of 682 million yuan, a year-on-year decrease of 17.37%, while the net profit attributable to shareholders was 1.576 billion yuan, reflecting a substantial year-on-year increase of 1438.05% [2]. - The company's main revenue sources include MEMS wafer manufacturing (54.30%), MEMS process development (39.14%), and other segments (4.90%) [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Saiwei Electronics was 76,200, an increase of 15.65% from the previous period [2]. - The average number of circulating shares per shareholder was 7,843, a decrease of 13.54% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 21.0304 million shares, an increase of 10.7596 million shares from the previous period [3].

Core Viewpoint - The IPO application of Guangdong-based Yu Xin Semiconductor Technology Co., Ltd. has been officially accepted, marking a significant step in its listing process on the ChiNext board [1] Group 1: Company Overview - Yu Xin Semiconductor is dedicated to providing 12-inch wafer foundry services and specialty process solutions for domestic and international chip design companies [3] - Established in 2017, the company is the first 12-inch wafer manufacturing enterprise in Guangdong to enter mass production and serves as the president unit of the Guangdong Integrated Circuit Industry Association and the Guangzhou Semiconductor Association [3] Group 2: Technology and Production Capacity - The company focuses on specialty process wafer foundry business, developing a diverse technology platform matrix covering various fields, including mixed-signal, high-voltage display drivers, CMOS image sensors, embedded non-volatile memory, and more [3] - Yu Xin Semiconductor has established a production capacity of 52,000 wafers per month and plans to build a third factory with a capacity of 40,000 wafers per month, aiming for a total planned capacity of 120,000 wafers per month [4] Group 3: Research and Development - The company has a strong R&D team and has obtained 681 authorized patents, including 312 invention patents, as of June 30, 2025 [4] - Yu Xin Semiconductor has passed the IATF 16949 automotive industry quality management system certification and is recognized as a "Guangdong Provincial Enterprise Technology Center" and "Guangdong Provincial Engineering Research Center" [4] Group 4: IPO and Fundraising - The company plans to raise 7.5 billion yuan through its IPO, with funds primarily directed towards the 12-inch integrated circuit analog specialty process production line project, R&D of specialty process technology platforms, and supplementing working capital [4] - Successful implementation of the fundraising projects is expected to help the company seize strategic opportunities in the domestic high-end analog, mixed-signal, silicon photonics, and optoelectronic integration chip industry ecosystem [5]

据了解，粤芯半导体是一家致力于为境内外芯片设计企业提供12英寸晶圆代工服务和特色工艺解决方案 的集成电路制造企业。公司选择的上市标准为《深圳证券交易所创业板股票上市规则（2025年修订）》 2.1.2 条之"（三）预计市值不低于50亿元，且最近一年营业收入不低于3亿元。" 本次冲击上市，粤芯半导体拟募集资金约75亿元，扣除发行相关费用后的净额计划用于12英寸集成电路 模拟特色工艺生产线项目（三期项目）、特色工艺技术平台研发项目、补充流动资金。 北京商报讯（记者 马换换 王蔓蕾）12月19日，深交所官网显示，粤芯半导体技术股份有限公司（以下 简称"粤芯半导体"）创业板IPO获得受理，公司选择适用创业板第三套标准申报。 从业绩表现来看，2022—2024年以及2025年上半年，粤芯半导体实现营业收入分别约为15.45亿元、 10.44亿元、16.81亿元、10.53亿元；对应实现归属净利润分别约为-10.43亿元、-19.17亿元、-22.53亿 元、-12.01亿元。另外，招股书显示，截至报告期末，公司未分配利润为-89.36亿元。公司尚未盈利且 存在累计未弥补亏损。 ...

12月19日晚，深交所受理了粤芯半导体的创业板IPO申请，该企业选择适用创业板第三套上市标准申 报，预计融资金额75亿元，保荐机构为广发证券。 据招股说明书，粤芯半导体是广东省自主培养且首家进入量产的12英寸晶圆制造企业，专注于模拟芯片 制造，为国家集成电路产业战略布局提供重要的产能支撑。 自设立以来，粤芯半导体保持大规模的研发投入，研发投入费用占营业收入比重较高。报告期内，公司 研发投入分别为6.01亿元、6.05亿元、4.46亿元和1.86亿元，占总营收的比例分别为38.92%、58%、 26.50%和17.62%。截至2025年6月30日，公司已取得授权专利(含境外专利)681项，其中发明专利312 项。 目前，公司已成为全球出货量领先的电容指纹识别芯片晶圆代工厂之一和国内少数具备硅基CMOS超声 波指纹识别芯片大规模量产能力的晶圆代工厂之一。公司手机电源管理芯片已向全球前三大独立手机芯 片公司的其中两家供货。 从产能规划上看，公司目前拥有两座12英寸晶圆厂，规划产能合计为8万片/月，截至报告期末已实现产 能5.2万片/月。未来，公司还将新增建设一条规划产能为4万片/月的12英寸集成电路，建成后，规划产 ...

12月19日，华虹公司盘中上涨2.11%，截至10:19，报101.99元/股，成交3.64亿元，换手率0.89%，总市 值1770.55亿元。 华虹公司所属申万行业为：电子-半导体-集成电路制造。所属概念板块包括：上海国资、存储概念、国 资改革、融资融券、大盘等。 截至9月30日，华虹公司股东户数4.90万，较上期增加30.97%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，华虹公司实现营业收入125.83亿元，同比增长19.82%；归母净利润2.51亿元，同比减少 56.52%。 分红方面，华虹公司A股上市后累计派现2.58亿元。 机构持仓方面，截止2025年9月30日，华虹公司十大流通股东中，银河创新混合A（519674）位居第六 大流通股东，持股930.00万股，为新进股东。嘉实上证科创板芯片ETF（588200）位居第七大流通股 东，持股925.89万股，相比上期减少42.77万股。诺安成长混合A（320007）位居第十大流通股东，持股 639.20万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流入1242.56万元，特大单买入2175.39万元，占比5.98%， ...