Group 1 - The company, Weijie Chuangxin, announced that as of the disclosure date, key executives hold a total of approximately 1.31 million shares (0.3% of total shares) by Ms. Xin Jing, 1.97 million shares (0.46% of total shares) by Ms. Zhou Ying, and 1.31 million shares (0.3% of total shares) by Ms. Zhao Yanping, with some shares becoming tradable from September 15, 2025 [1] - Due to personal financial needs, Ms. Xin Jing plans to reduce her holdings by up to 330,000 shares (0.08% of total shares), Ms. Zhou Ying by up to 490,000 shares (0.11% of total shares), and Ms. Zhao Yanping by up to 330,000 shares (0.08% of total shares) through centralized bidding within three months after the announcement [1] - For the year 2024, the company's revenue composition is projected to be 99.94% from integrated circuit design and 0.06% from other businesses [1] Group 2 - The current market capitalization of Weijie Chuangxin is 15 billion yuan [2]

Core Viewpoint - Longxin Zhongke (688047.SH), a leading domestic processor manufacturer, is set to launch two new products, the 3C6000 and 2K3000, in the first half of 2025, with expectations for mass sales next year [1][2] Group 1: Product Development - The 3C6000 is a next-generation server processor, while the 2K3000 targets industrial control and mobile terminal applications [1] - The 3C6000 series has achieved performance levels comparable to mainstream server CPUs in the international market as of 2023 [1][2] - The 2K3000 processor features a 64-bit octa-core SoC with a maximum frequency of 2.2/2.5GHz, integrating graphics and AI computing capabilities [1] Group 2: Market Performance - Longxin Zhongke's stock surged by 14.89% to 149.59 yuan on September 16, 2023, reflecting increased market interest in domestic CPU manufacturers [2] - Another domestic CPU manufacturer, Haiguang Information (688041.SH), also saw a stock increase of 6.26%, closing at 246 yuan with a trading volume exceeding 10 billion yuan [2] Group 3: Industry Landscape - Haiguang Information's products include high-end general-purpose processors and co-processors, widely used in various sectors such as telecommunications and finance [3] - Shanghai Zhaoxin Integrated Circuit Co., Ltd. has submitted an IPO application to raise 4.169 billion yuan for new processor projects, indicating a growing interest in the domestic CPU sector [3][4] - Zhaoxin's revenue for 2022, 2023, and projected for 2024 is approximately 340 million, 555 million, and 889 million yuan, respectively, with net losses reported [4] Group 4: Strategic Importance - The development of domestic CPUs is crucial for information security and the establishment of a self-controlled industrial chain, as CPUs are foundational to information system security [4]

Group 1 - The core point of the article is that Allwinner Technology (SZ 300458) held its 18th meeting of the fifth board of directors on September 15, 2025, to discuss the amendment of the company's articles of association [1] - For the fiscal year 2024, Allwinner Technology's revenue composition is as follows: integrated circuit design accounts for 99.98%, while rental income accounts for 0.02% [1] - As of the time of reporting, Allwinner Technology has a market capitalization of 39.5 billion yuan [1]

Core Viewpoint - Fudan Microelectronics has strengthened its strategic reserves of wafers and key raw materials for its core product lines, significantly increasing its inventory from approximately 600 million yuan at the end of 2020 to about 3.1 billion yuan by mid-2025, enhancing supply chain stability and risk resistance [1] Group 1 - The inventory scale has grown from approximately 600 million yuan to about 3.1 billion yuan [1] - The total of raw materials and work-in-progress amounts to approximately 2.1 billion yuan [1] - This strategic move aims to ensure stable operations and provide a safeguard against risks [1]

Core Viewpoint - The company emphasizes its commitment to independent innovation and stable operations, aiming to create long-term value for investors and partners in a complex global technology landscape [2]. Strategic Reserves - The company has significantly increased its strategic reserves, with inventory growing from approximately 600 million at the end of 2020 to about 3.1 billion by mid-2025, enhancing supply chain stability and risk resilience [3]. Industry Collaboration - The company maintains an open cooperation mindset, strengthening its supply chain diversification since 2022 and enhancing collaboration with domestic and international partners, which has improved supply chain resilience and production capacity [4]. Frontier Innovation - The company has established a research and development platform for FPAI heterogeneous fusion architecture chips, covering a full spectrum of computing power chips from 4 TOPS to 128 TOPS, with the first 32 TOPS product showing good promotion progress [5]. - The company is committed to continuous core technology upgrades and enhancing independent control levels while fostering collaborative innovation within the industry [5].

Group 1 - The China Securities Regulatory Commission (CSRC) has requested that Lianqi Technology (688008.SH) provide additional information regarding potential technology cross-border transfers as part of its listing application submitted to the Hong Kong Stock Exchange on July 11, 2025 [1][2] - Lianqi Technology is recognized as a global leader in the fabless integrated circuit design sector, focusing on innovative, reliable, and high-efficiency interconnect solutions for cloud computing and AI infrastructure [2] - According to Frost & Sullivan, Lianqi Technology has become the largest supplier of memory interconnect chips globally, holding a market share of 36.8% in 2024 based on revenue [2] Group 2 - The CSRC has specifically asked Lianqi Technology to clarify the status and compliance of its technology export business over the past three years, particularly concerning its subsidiaries that engage in technology export activities [2]

Group 1 - The core viewpoint of the news is the significant increase in the stock price of CanSemi, which rose by 5.25% to 74.94 CNY per share, with a trading volume of 247 million CNY and a turnover rate of 4.69%, leading to a total market capitalization of 8.993 billion CNY [1] - CanSemi Semiconductor (Shanghai) Co., Ltd. is located in the China (Shanghai) Pilot Free Trade Zone and was established on July 17, 2008. The company is set to be listed on April 11, 2024, and specializes in providing one-stop customized chip design services [1] - The main business revenue composition of CanSemi includes 50.27% from chip design services and 49.73% from chip mass production services [1] Group 2 - From the perspective of fund holdings, one fund under Guorong Fund has a significant position in CanSemi, with Guorong Rongsheng Leading Selection Mixed A (006718) holding 620,000 shares, accounting for 3.37% of the fund's net value, ranking as the tenth largest holding [2] - The fund Guorong Rongsheng Leading Selection Mixed A was established on May 29, 2019, with a latest scale of 255 million CNY. It has achieved a year-to-date return of 3.49% and a one-year return of 51.74% [2] - The fund manager, Zhou Desheng, has been in position for 5 years and 187 days, with the fund's total asset scale at 1.226 billion CNY, achieving the best return of 53.08% and the worst return of -46.03% during his tenure [2]

格隆汇9月12日｜芯原股份(688521.SH)今日复牌，盘初涨近20%，报183.4元。消息面上，芯原股份宣布 将以发行股份及支付现金方式购买芯来智融股权，股票今日复牌。芯原股份还称，截至2025年第二季度 末，在手订单金额为30.25亿元，创历史新高。2025年7月1日至2025年9月11日，公司新签订单12.05亿 元，较去年第三季度全期大幅增长85.88%，新签订单已创历史新高，其中AI算力相关的订单占比约 64%。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Core Viewpoint - Kinsus Interconnect Technology Corp. (国巨集团) is making a strategic move to acquire 28.5% of the shares of Maoda Electronics (茂达电子) at a price of NT$229.8 per share, representing a 20% premium, indicating strong intent and attractiveness of the offer [1][2]. Group 1: Acquisition Details - The acquisition is set to be filed with the Financial Supervisory Commission and will take place from September 12, 2025, to October 1, 2025, with a maximum purchase of 21,277,245 shares, which is approximately 28.5% of Maoda's total issued common shares [1]. - The minimum purchase requirement is set at 3,733,000 shares, or about 5% of Maoda's total issued common shares, with the condition that the acquisition must meet this minimum threshold [1]. Group 2: Maoda Electronics Overview - Maoda Electronics specializes in power integrated circuits (Power IC), focusing on mixed-signal power chips and sensors, with key product lines including fan motor driver ICs and power management ICs, applicable in various electronic devices [1][2]. - The company has shown strong operational performance, with August revenue reaching NT$649 million, marking a record high for the same period, and cumulative revenue for the first eight months of the year at NT$4.886 billion, a year-on-year increase of 21.2% [2]. Group 3: Strategic Rationale - Kinsus aims to leverage Maoda's stable profitability and operational performance for long-term investment returns and to establish a collaborative foundation with Maoda's management [2]. - The acquisition is expected to enhance Kinsus's competitive advantage by maximizing synergies through Maoda's existing product lines and Kinsus's global distribution channels [2]. Group 4: Market Performance and Growth - Maoda's performance is anticipated to continue growing, with expectations of double-digit growth in Q3 and potential for annual earnings exceeding one share capital if external economic conditions remain stable [2]. - The growth momentum is driven by the demand for fan motor driver ICs and power management ICs, with increasing orders in multi-fan applications and strong performance in power management ICs across various sectors [3].

智通财经APP讯，芯原股份(688521.SH)发布公告，截至2025年第二季度末，公司在手订单金额为30.25 亿元，已连续七个季度保持高位，创公司历史新高。2025年7月1日至2025年9月11日，公司新签订单 12.05亿元，较去年第三季度全期大幅增长85.88%，新签订单已创历史新高，其中AI算力相关的订单占 比约64%。除新签订单创历史新高外，公司在手订单持续保持高位，预计将对公司后续经营业绩产生深 远的影响。 ...