安路科技：大基金持股比例降至5.94% 《科创板日报》25日讯，安路科技(688107.SH)公告称，公司近日收到持股5%以上股东国家集成电路产 业投资基金股份有限公司发来的《关于权益变动触及1%刻度的告知函》。截至2025年6月24日收盘，产 业基金通过集中竞价交易方式累计减持了公司股份329万股，占公司总股本0.82%，持股比例由6.76%下 降至5.94%。 ...

长川科技（300604）公告，预计2025年1月1日至2025年6月30日期间，归属于上市公司股东的净利润为 36000-4.2亿元，较上年同期的2.15亿元增长67.54%-95.46%；扣除非经常性损益后的净利润为29000至 3.5亿元，较上年同期的2.08亿元增长39.10%-67.88%。业绩增长主要由于集成电路行业需求旺盛，公司 高端测试设备产品获得认可，销售订单增长显著，以及非经常性损益约7000万元的影响。 ...

智通财经6月25日电，思特威(688213.SH)公告称，截至2025年6月24日，公司持股5%以上股东国家集成 电路产业投资基金二期股份有限公司通过集中竞价交易方式合计减持公司股份261.2万股，占公司目前 总股本的0.65%，减持计划实施完毕。减持完成后，国家集成电路基金二期当前持股数量为2693.16万 股，持股比例为6.70%。 思特威：大基金二期减持261.2万股 ...

Core Viewpoint - The report presented by the State Council highlights the steady development of new quality productivity in China, showcasing both new risks and opportunities, while emphasizing the confidence and capability to accelerate its growth for high-quality development [1] Group 1: Technological Innovation - Continuous breakthroughs in key core technologies are evident, with significant improvements in the effectiveness of technological innovation [2] - Major technology clusters such as Beijing, Shanghai, and the Guangdong-Hong Kong-Macao Greater Bay Area rank among the top five globally in 2024 [2] - The integrated circuit industry is projected to see a production increase of 22.2% in 2024, with export values exceeding 1.1 trillion yuan, marking a historical high [2] - The production of new energy vehicles is expected to surpass 13 million units, maintaining a global leadership position for ten consecutive years [2] Group 2: Green and Low-Carbon Development - The report indicates a deepening of green and low-carbon development, with a cumulative carbon emissions trading volume of 640 million tons and a transaction value of 44.05 billion yuan by April 2025 [3] - Non-fossil energy consumption is projected to reach 19.8% of total energy consumption by 2024, reflecting a significant shift towards renewable energy [3] - China is expected to deliver over 400 billion kilowatt-hours of green electricity through its ultra-high voltage direct current transmission channels in 2024 [3] Group 3: Policy and Structural Innovation - The report emphasizes the need for comprehensive innovation across technology, industry, development methods, institutional mechanisms, and talent systems to promote new quality productivity [5] - It advocates for major disruptive technological innovations focusing on basic research and frontier technologies to achieve breakthroughs in key areas [5] - The implementation of policies to support green consumption and the expansion of the "old for new" replacement program is expected to stimulate consumer demand for green products [6][7] Group 4: Talent Development and Market Dynamics - The establishment of a high-level innovative talent team is crucial, with a focus on creating a service system for returning overseas students and optimizing foreign talent services [8] - The emergence of new professions driven by digital transformation and talent cultivation policies is noted, particularly in intelligent manufacturing and the digital economy [8][9] - The report highlights the importance of venture capital in driving innovation within the digital economy, emphasizing the need to reverse the recent decline in investment [8]

Group 1: Establishment of Alliances - The Long Triangle G60 Science and Technology Corridor has established multiple alliances, including the Low Altitude Economy Collaborative Innovation Alliance and the Enterprise Outbound Service Alliance [1] - The Low Altitude Economy Collaborative Innovation Alliance aims to create a cross-regional collaborative innovation platform to promote technological and industrial innovation in the low-altitude field [1] - The alliance will focus on building an industrial innovation ecosystem, establishing low-altitude standards, and enhancing cooperation between industry, academia, and research [1] Group 2: Outbound Service Initiatives - The Long Triangle G60 Science and Technology Corridor has initiated a survey to assess outbound service needs, revealing that 34.17% of enterprises plan to expand their business in the next three years, with Southeast Asia being the primary target market for 65% of them [2] - The newly formed Enterprise Outbound Service Alliance aims to support enterprises in their cross-border development by leveraging the advantages of Shanghai and the nine G60 cities [2] - The alliance will facilitate resource integration and provide comprehensive outbound services to enhance the international competitiveness of G60 enterprises [2] Group 3: Integrated Circuit Testing Base - The Chuangxin Integrated Circuit Design and Manufacturing Pilot Base, built by Zhejiang Chuangxin Integrated Circuit Co., covers approximately 50 acres with a construction area of 60,000 square meters and has established a complete 12-inch CMOS process line [3] - The pilot base began operations in May 2022, providing chip process verification and equipment validation services, and has developed a low-power 55nm basic process platform that meets industry standards [3] - The core device performance of the chips developed at the base is at the international advanced process level [3]

Core Viewpoint - The strategic cooperation among Jing Sheng Mechanical, Zhejiang University Integrated Circuit Institute, and Zhejiang Chuangxin Integrated Circuit Co., aims to enhance the development of the integrated circuit industry in China through deep integration of production, education, and research [1][2]. Group 1: Strategic Cooperation - A strategic cooperation framework agreement was signed on June 24, focusing on establishing a joint research center for advanced integrated circuit equipment and technology innovation [1]. - The collaboration will involve joint research on 12-inch silicon epitaxy equipment and process development, as well as the establishment of a high-level talent cultivation mechanism [1][2]. - The partnership aims to create an innovation closed loop from basic research to industrial application, enhancing the core competitiveness of China's integrated circuit industry [1][2]. Group 2: Institutional Background - Jing Sheng Mechanical, founded in 2006 and listed in 2012, is a leading domestic enterprise in the semiconductor materials equipment sector, focusing on silicon, silicon carbide, and sapphire materials [2]. - The Zhejiang University Integrated Circuit Institute was established in December 2023, emphasizing industry-education integration and aiming to cultivate leading talents and tackle key technologies [2]. - The Zhejiang Integrated Circuit Innovation Platform, co-built by the government and Zhejiang University, is the only public service platform in China for 12-inch integrated circuit technology innovation [2]. Group 3: Industry Collaboration - Jing Sheng Mechanical is actively collaborating with various parties in the integrated circuit field, recently forming a joint innovation entity for large silicon wafer polishing technology in the Yangtze River Delta region [3]. - The company aims to enhance the domestic production rate of equipment and core components in the integrated circuit sector, projecting a potential cost reduction of approximately 20% [3].

Group 1 - The report highlights that China's new quality productivity development faces both new risks and challenges, as well as new opportunities and spaces for growth, with confidence and capability to accelerate its cultivation [1][3] - China's technological innovation efficiency continues to improve, with significant results from innovation-driven development, particularly in major cities and regions like Beijing, Shanghai, and the Guangdong-Hong Kong-Macao Greater Bay Area, ranking among the top five in the 2024 global technology cluster rankings [1][2] - The integrated circuit industry is experiencing substantial growth, with a projected 22.2% increase in production in 2024 and export value exceeding 1.1 trillion yuan, marking a historical high [1][2] Group 2 - The report indicates that the annual installation of industrial robots in China accounts for over 50% of the global total, and the comprehensive mechanization rate for crop farming exceeds 75% [2] - The output of new energy vehicles is expected to surpass 13 million units in 2024, maintaining a decade-long position as the global leader in production and sales [2] - By April 2025, the cumulative transaction volume of carbon emission allowances in the national carbon trading market is projected to reach 640 million tons, with a total transaction value of 44.05 billion yuan [2] Group 3 - The report emphasizes the need for comprehensive promotion of technological innovation, industrial innovation, and the transformation of development methods, alongside institutional and talent mechanism innovations to accelerate the development of new quality productivity [3] - Key areas for promoting new quality productivity include advancing technological breakthroughs, driving industrial transformation through technological innovation, and facilitating a comprehensive green transition in economic and social development [3]

Group 1 - The article discusses the administrative penalty imposed on Runxi Microelectronics (Chongqing) Co., Ltd. by the Xiyong Customs for violating customs regulations regarding the use and management of imported tax-exempt goods [1][3]. - The company imported two cleaning machines, one on August 19, 2022, valued at $260,000 and another on July 15, 2022, valued at $615,000, both under tax exemption [2][3]. - The company engaged in unauthorized mortgage of tax-exempt equipment without customs approval, leading to a penalty of RMB 32,000 [3][2]. Group 2 - Runxi Microelectronics was established on June 24, 2021, with shareholders including the National Integrated Circuit Industry Investment Fund, China Resources Microelectronics Holdings, and others [7][9]. - The company signed a bank loan contract for a semiconductor wafer production line project, which lacked clear provisions regarding the mortgage of imported equipment [2][3]. - The customs investigation revealed that the company cooperated and rectified the situation by signing a new agreement to release the mortgaged equipment from customs supervision [2][3].

长三角G60科创云廊航拍 GDP合计超9万亿元 为奏响科技创新最强音，大会上，九城市集中发布了60余项重大科技成果，覆盖高端装备、绿色能源、 生物医药、智能制造、新材料等多个战略领域，多项成果达到国际领先水平。其中，"智者大模型 2.0"的亮相尤其令人瞩目。作为一款科技成果转化的数字化利器，它以先进的数据分析技术和精准的市 场需求对接，打通科技成果落地的"快速通道"，体现了区域协同创新从实验室到市场的强大效率。 为助力科技创新成果高效转化，大会上，长三角G60科创走廊重大科创平台联盟、企业出海服务联盟、 低空经济协同创新联盟正式揭牌。其中，重大科创平台联盟由沿线九城百余家科研机构、企业与验证中 心自发组成。"联盟旨在打通科创资源协作通道，聚焦联合攻关和成果转化，通过平台化机制，促成更 多城市间的技术合作与项目落地。"良渚实验室常务副主任欧阳宏伟表示，"让彼此的优势，不再是单点 闪光，而是共振放大。" 为推动九城市的科技创新和产业协同，大会上，多领域合作协议密集签署。其中，G60科创走廊联席办 与沪苏浙皖三省一市汽车行业协会签署战略合作协议，推动上下游要素高效对接，共建高效协同、开放 融合的新能源汽车产业发展高 ...

Core Views - The adjustment of core technical personnel at Nanjing Guobo Electronics Co., Ltd. is aimed at enhancing the company's research and development capabilities and aligning with future technological directions [1][3]. Group 1: Core Technical Personnel Adjustment - The company has recognized Mr. Yu Yuanwei as a new core technical personnel, who has extensive experience in the field and holds a doctoral degree [1][2]. - Mr. Shen Ya is no longer recognized as core technical personnel but will continue to work at the company, having held various significant positions [2][3]. - The company has established confidentiality agreements with both Mr. Yu and Mr. Shen to protect its technical and commercial secrets [2]. Group 2: Impact on the Company - The adjustment of core technical personnel is not expected to adversely affect the company's operational capabilities, research strength, or core competitiveness [3][4]. - The company has maintained a steady growth in the number of R&D personnel over the past three years, with numbers increasing from 292 in 2022 to 413 in 2024, representing a rise from 16.61% to 23.43% of the total workforce [3][4]. Group 3: Measures Taken by the Company - The company has completed the adjustment of core technical personnel and is progressing with its R&D projects in an orderly manner [4]. - The existing R&D team possesses rich experience in the integrated circuit industry, ensuring stability and capability in technological innovation [4]. Group 4: Sponsor Institution's Review - The sponsor institution believes that the current R&D team and core technical personnel can support the ongoing development of core technologies, and the personnel adjustments will not have a significant negative impact on the company's business development or product innovation [4].