导 · 读 本周，江苏、河南、湖北、山西等地母基金密集 落 地，重点布局 新能源、新材料、人工智能、智能制 造、生物医药、集成电路 等领域。 基金设立层面，本周北京、福建、宁波、天津、吉林等地均有新基金设立，基金主要聚焦在 半导体、新 材料、人工智能、智能制造等领域。 值得关注的是， 中国证监会发布《关于在科创板设置科创成长层 增强制度包容性适应性的意 见》，其中明确 将引入资深专业机构投资者制度，面向优质科技型企业试点IPO预先审阅机制， 扩大科创板第五套标准适用范围。 苏州战新基金5支母基金招GP 目前，江苏省战略性新兴产业母基金两批产业专项基金已经签约落地，苏州战新基金矩阵共有7只 基金，其中5只为专项母基金，聚焦高端装备、生物医药、人工智能、低空经济、新能源及智能座 驾。近日，苏州战新基金发布了这5只母基金产业子基金管理机构遴选公告。 截至目前，首批总规模135亿元装备制造、生物医药战新母基金和未来产业天使基金，第二批总规 模105亿元人工智能、低空经济、新型能源及智能座驾战新母基金和苏州高校科技成果转化天使基 金，已全部注册落地，进入投资期。 今年以来战新基金直投项目20个，完成投资5.6亿元。其中 ...

Group 1 - The core viewpoint of the report is that technological innovation is a key driver for future development across countries and regions, with China emerging strongly in the global unicorn landscape, holding nearly 30% of the market share with over 370 unicorns [1] - As of 2024, the total number of unicorns globally is projected to be 1,212, with 135 new unicorns expected to emerge, including 37 super unicorns valued over $10 billion, and a total valuation of $36,189 billion for all unicorns, averaging $29.9 billion each [1] - The distribution of new unicorns in 2024 will span 17 countries and regions, primarily in China and the United States, with 60 new unicorns in the U.S. and 53 in China, focusing on hard tech sectors like integrated circuits, clean energy, and artificial intelligence, which account for over 40% of the global total [1] Group 2 - In terms of capital structure, Chinese unicorns are showing a new trend of financing led by RMB and state-owned capital, with RMB financing accounting for 74.3% in a pressured capital environment, supported by state-owned enterprises through corporate venture capital (CVC) [1] - Chinese unicorns are experiencing a surge in international PCT patent applications, particularly in cloud services, power batteries, and clean energy sectors, with companies like Super Fusion achieving over 50% compound annual growth rate in overseas markets for their liquid cooling server technology and AI computing optimization [2]

Group 1 - The core initiative is to enhance the awareness and capability of local government departments and key technology enterprises in Liaoning to utilize capital markets, aiming to attract investment from Beijing and promote the growth of technology companies in Liaoning [1][4] - The event included a series of activities such as visiting the Beijing Stock Exchange, training on listing policies, and a roadshow for the "2025 Venture Capital Liaoning" development conference, showcasing innovative enterprises cultivated since the launch of the three-year action plan for comprehensive revitalization [1][2] Group 2 - Liaoning's technology industry is robust, with 2,465 specialized and innovative small and medium-sized enterprises projected for 2024, aligning well with the Beijing Stock Exchange's mission to serve innovative SMEs [3] - The Beijing Stock Exchange has expressed its commitment to enhancing service capabilities for specialized and innovative enterprises, encouraging more Liaoning companies to list on the capital market [2][3] - The event facilitated discussions between Liaoning financial institutions and leading companies like Beijing Junzheng Integrated Circuit Co., focusing on management practices and merger strategies [3] Group 3 - The roadshow featured eight specialized and innovative enterprises from Liaoning presenting their financing projects and engaging with investment institutions, aiming to attract funding and support for high-quality development [3][4] - Liaoning's government officials emphasized the importance of integrating technological achievements with capital from Beijing, aiming for mutual growth and revitalization [4]

澜起科技股份有限公司 章程（草案） （H 股发行并上市后生效） 目 录 第一章 总则 第一条 为维护公司、股东、职工和债权人的合法权益，规范公司的组织和 行为，根据《中华人民共和国公司法》 （以下简称"《公司法》"）、 《中华人民共和 国证券法》（以下简称"《证券法》"）《香港联合交易所有限公司证券上市规则》 （以下简称"《香港上市规则》"）和其他有关规定，制定本章程。 第二条 公司系依照《公司法》和其他有关规定成立的股份有限公司（以下 简称"公司"）。 公司以发起方式设立；在上海市市场监督管理局注册登记，取得营业执照， 统一社会信用代码为 913100007626333657。 第三条 公司于 2019 年 6 月 25 日取得中国证券监督管理委员会（以下简称 "中国证监会"）同意公司首次公开发行股票注册的批复（证监许可20191128 号），首次向社会公众发行人民币普通股（以下简称"A 股"）11,298.1389 万股， 并于 2019 年 7 月 22 日在上海证券交易所科创板上市。 公司于【】年【】月【】日经中国证监会备案，并于【】年【】月【】日经 香港联合交易所有限公司（以下简称"香港联交所"）批 ...

上海市锦天城律师事务所 关于博通集成电路（上海）股份有限公司 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于博通集成电路（上海）股份有限公司 法律意见书 致：博通集成电路（上海）股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受博通集成电路（上海）股 份有限公司（以下简称"公司"）委托，就公司召开 2024 年年度股东大会（以下 简称"本次股东大会"）的有关事宜，根据《中华人民共和国公司法》（以下简称 《公司法》）、《上市公司股东会规则》等法律、法规、规章、规范性文件以及 《博通集成电路（上海）股份有限公司章程》（以下简称《公司章程》）的有关 规定，出具本法律意见书。 为出具本法律意见书，本所及本所律师依据《律师事务所从事证券法律业务 管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定，严格履行 了法定职责，遵循了勤勉尽责和诚实信用原则，对本次股东大会所涉及的相关事 项进行了必要的核查和验证，核查了本所认 ...

Group 1 - The major shareholder, National Integrated Circuit Industry Investment Fund, held 26,528,254 shares, accounting for 18.65% of the total share capital before the reduction plan [1][2] - The reduction plan involved a maximum of 4,267,200 shares, representing 3% of the total share capital, which was successfully executed [2][3] - The shares were reduced through centralized bidding and block trading, with a total reduction amounting to 165,245,032.21 yuan, and the share price ranged from 37.11 to 41.05 yuan per share [2]

证券代码：688213 证券简称：思特威 公告编号：2025-024 思特威（上海）电子科技股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示 性公告 国家集成电路产业投资基金二期股份有限公司保证向本公司提供的信息真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 司"）代为信息披露义务人国家集成电路产业投资基金二期股份有限公司（以下 简称"国家集成电路基金二期"）披露了《股东减持股份计划公告》。本次权益变 动系因持股 5%以上的股东国家集成电路基金二期执行上述披露的减持股份计划 导致，具体情况如下： 权益变动方向 比例增加□ 比例减少? 权益变动前合计比例 7.35% 权益变动后合计比例 6.99% 本次变动是否违反已作出的承 是□ 否? 诺、意向、计划 是否触发强制要约收购义务 是□ 否? 一、 信息披露义务人及其一致行动人的基本信息 □控股股东/实际控制人及其一致行动人 ?其他 5%以上大股东及其一致行动人 投资者及其一致行动人的身份 □合并口径第一大股东及其一致行动人（仅适用 于无控股股东、实际控制 ...

Group 1: Fund Establishment Activities - Several securities firms are actively establishing new funds, including a 10 billion yuan new consumption merger and acquisition equity investment fund initiated by Industrial Securities in Putian [1][7] - Nanjing, Zhengzhou, and Tianjin have also seen the establishment of new funds focusing on various sectors such as industrial software, smart equipment manufacturing, and integrated circuits [2][9][10] Group 2: Specific Fund Details - The Fuyang "3+N" industrial fund, managed by Caitong Capital, has a total scale of 30 billion yuan, with three main sub-funds: incubation, innovation, and merger funds, each with 10 billion yuan [5][6] - The Xiong'an New Area has launched two 10 billion yuan funds: the Xiong'an Industrial Investment Guidance Fund and the Xiong'an Technology Innovation Equity Investment Fund, aimed at supporting the development of the next generation of artificial intelligence [4] - The Zhengzhou Economic Development Zone has established its first industrial venture capital mother fund with a total scale of 5 billion yuan in the first phase, focusing on sectors like new energy and high-end intelligent equipment manufacturing [9] Group 3: Fund Objectives and Focus Areas - The incubation fund under the Fuyang "3+N" industrial fund focuses on early-stage technology investments, while the innovation fund targets the local industrial chain [5] - The Tianjin chip fire integrated circuit angel fund, with an initial scale of 2 billion yuan, aims to support early-stage projects in the semiconductor field [10] - The industrial software fund in Nanjing, with a total scale of 10 billion yuan, is part of Jiangsu Province's strategic emerging industry fund layout, emphasizing the importance of industrial software in digital transformation [8]

Group 1 - The core viewpoint of the article is that the company, Tai Ling Microelectronics (Shanghai) Co., Ltd., is implementing a differentiated dividend distribution plan for the fiscal year 2024, following a share buyback program [1][4]. - The company has approved a share buyback plan using part of the raised funds and its own funds, with a total buyback amount between RMB 75 million and RMB 150 million [1]. - As of the date of the verification opinion, the company has repurchased 4,242,687 shares, accounting for 1.76% of the total share capital, which will not participate in profit distribution [2]. Group 2 - The differentiated dividend plan proposes a cash dividend of RMB 2.05 per 10 shares (including tax), totaling RMB 48,482,674.05 (including tax) [2]. - The total share capital of the company is 240,743,536 shares, and after deducting the repurchased shares, the actual participating share capital for the dividend distribution is 236,500,849 shares [2]. - The adjusted cash dividend per share is calculated to be RMB 0.205, maintaining the total distribution amount unchanged [2][3]. Group 3 - The sponsor institution, Guotou Securities, has verified that the differentiated dividend distribution complies with relevant laws and regulations, and does not harm the interests of the company or its shareholders [4].

Core Points - New Henghui Electronics Co., Ltd. (stock code "301678") was listed on the Shenzhen Stock Exchange's ChiNext board, closing at 42.12 yuan with a rise of 229.06% and a total market capitalization of 10.09 billion yuan [1] - The company specializes in integrated circuit services, including research, production, sales, and testing of chip packaging materials, with key business segments in smart cards, etched lead frames, and IoT eSIM chip testing [1] - Major shareholders include Yu Renrong and Ren Zhijun, holding 31.94% and 19.31% of shares respectively, with Yu serving as a director and Ren as chairman [1] Business Performance - The company reported main business revenues of 410.02 million yuan, 380.54 million yuan, 531.69 million yuan, and 280.08 million yuan over the reporting periods, with corresponding gross profit margins of 35.27%, 30.56%, 33.76%, and 29.18% [4] - The gross profit margins for etched lead frames and IoT eSIM chip products were negative at -20.73% and -31.85% respectively in the first half of 2022 [4] - Revenue projections indicate a 23.14% increase from 2022 to 2024, with net profit expected to grow by 67.44% in the same period [9] Financial Highlights - The total amount raised from the public offering was 766.58 million yuan, with a net amount of 681.97 million yuan, exceeding the original plan by 16.33 million yuan [6] - The company anticipates revenues of 95.62 million yuan and net profits of 19.55 million yuan for the year 2025, reflecting growth rates of 13.56% and 5.10% respectively [10] - For the first half of 2025, expected revenues range from 43 million to 46.5 million yuan, with net profits projected between 10.18 million and 10.95 million yuan, indicating growth rates of 0.78% to 8.40% [10]