证券代码：688381 证券简称：帝奥微 公告编号：2025-041 江苏帝奥微电子股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ? 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 本次股票上市流通总数为8,000,000股。 ? 本次股票上市流通日期为2025 年 8 月 25 日。（因 8 月 23 日为非交易日， 故顺延至下一个交易日） 一、本次上市流通的限售股类型 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2022 年 6 月 15 日出具的《关于同意江苏帝奥微电子股份有限公司首次公开发行股票注册的批复》 （证监许可〔2022〕1249 号），同意公司首次公开发行股票的注册申请。公司首次 公开发行人民币普通股 6,305 万股，并于 2022 年 8 月 23 日在上海证券交易所科 创板挂牌上市。公司首次公开发行 A 股前总股本为 189,150,000 股，首次公开发 行 A 股后总股本为 252,200,000 股，其中有限售条件流通股 195,26 ...

Summary of Key Points from the Conference Call Industry Overview - The focus is on the Chinese economy, particularly regarding deflationary trends and government policies aimed at stimulating demand and consumption [2][4][5]. Core Insights and Arguments 1. **Deflationary Trends**: - The term "deflation" is considered excessive in the context of China, with the Consumer Price Index (CPI) showing no change year-over-year in July, surpassing the median forecast of -0.1% [5][6]. - Food CPI decreased by 1.6% year-over-year, primarily due to base effects, while Energy CPI fell by 4.3% year-over-year, indicating a narrowing decline from 6.1% in May [5]. - The Producer Price Index (PPI) was down 3.6% year-over-year in July, marking the weakest performance since July 2023 [6]. 2. **Housing Market Challenges**: - Beijing's municipal government has removed limits on the number of properties eligible households can buy in suburban areas, but the impact is expected to be marginal [8]. - The central government is likely to oppose moves that would divert housing demand from other cities, maintaining purchase restrictions in major cities like Beijing, Shanghai, and Shenzhen [9][10]. 3. **Government Support for Births and Consumption**: - The government has introduced childcare subsidies of 3,600 yuan (approximately $500) per year for children under three and waived kindergarten fees for the final pre-school year [11][12]. - These measures are seen as experimental, with the effectiveness of further fiscal transfers to reduce child-rearing costs still uncertain [12][13]. 4. **PBoC's Strategic Support**: - The People's Bank of China (PBoC) has released guidance on financing support for new-type industrialization, highlighting key industries for prioritized financing, including integrated circuits, medical equipment, and new energy [14][15]. - This guidance may serve as a preview for the upcoming 15th Five-Year Plan draft [14]. 5. **Stablecoins and Regulatory Environment**: - The Chinese government has ordered a halt on the promotion of stablecoins, reflecting its control-oriented approach to financial regulation [16][17]. - The E-CNY is expected to remain the preferred option for the government, despite challenges in wider acceptance [17]. 6. **Geopolitical Context**: - A phone call between Xi Jinping and Vladimir Putin occurred during Xi's vacation, indicating the urgency of discussions regarding U.S. tariffs and potential negotiations with Trump [19][20]. - The dynamics within BRICS are highlighted, with Trump reportedly attempting to create divisions among member states, particularly targeting India [22][23]. Additional Important Points - The report emphasizes the need for the government to balance local housing affordability with broader economic strategies [9][10]. - The effectiveness of government measures to stimulate births and consumption remains in question, with concerns about their actual impact on the economy [12][13]. - The PBoC's focus on specific industries for financing support indicates a strategic shift towards fostering innovation and technological advancement in China [14][15].

天眼查App显示，近日，合肥市速芯微电子科技有限公司成立，法定代表人为贺人龙，注册资本100万 人民币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；集 成电路芯片及产品销售；集成电路设计；集成电路销售；电子产品销售；技术进出口；集成电路芯片设 计及服务；货物进出口（除许可业务外，可自主依法经营法律法规非禁止或限制的项目）。 ...

新恒汇（301678）首次公开发行股票并在创业板上市网上路演6月10日成功举行。新恒汇董事长任志 军，董事、副总经理、财务总监吴忠堂，董事会秘书张建东等公司主要领导与本次发行的保荐人（主承 销商）方正证券承销保荐有限责任公司保荐代表人侯传凯及保荐代表人吴大军出席此次路演活动，并与 投资者进行实时在线交流。 _DSC5325_wm__10032355.jpg 方正证券承销保荐有限责任公司保荐代表人 侯传凯 方正证券承销保荐有限责任公司保荐代表人侯传凯在致辞中表示，本次公司募投资金将主要用于封装材 料产业化升级、研发中心建设。通过优化产能布局与技术创新，新恒汇有望进一步巩固"中国智造"的全 球竞争力，实现向智能服务的跨越式转型。新恒汇必将把握本次登陆资本市场的良好契机，进一步巩固 公司在行业内的竞争优势，提高公司的盈利能力和综合竞争力，给广大投资者带来满意的回报。 根据发行公告，新恒汇本次发行新股数量为5988.8867万股，占本次公开发行后公司股份总数的比例为 25%。本次发行新股的申购日期为6月11日，缴款日期为6月13日，发行价格为12.80元/股。募集资金将 投向高密度QFN/DFN封装材料产业化项目和研 ...

Group 1 - The 2025 Taihu Talent Development Conference was held in Wuxi, attracting 100 alumni associations and showcasing 600 alumni-led projects, with total talent funds amounting to 10 billion yuan [1] - Wuxi's GDP reached 1.6263 trillion yuan in 2024, with a high per capita GDP ranking among comparable Chinese cities [2] - The city has implemented the "Taihu Talent Plan," resulting in 2.3 million talents, including 192,000 high-level professionals, and 2,104 registered talent-based enterprises [3] Group 2 - Wuxi has seen significant growth in industries such as integrated circuits and biomedicine, leading to advancements like advanced photonic chips and the domestically developed lung cancer drug [3] - The entrepreneurial journey of returning overseas talent Xu Zhihan highlights Wuxi's supportive environment for innovation and tolerance towards mistakes, contributing to the city's growth [4]

Group 1 - Jiangxi Shande Circuit Co., Ltd. has been established with a registered capital of 30 million RMB [1] - The legal representative of the company is Wu Hui [1] - The business scope includes integrated circuit manufacturing, sales, and design services, as well as electronic materials and components manufacturing and sales [1] Group 2 - The company is involved in various activities such as import and export of goods, non-residential real estate leasing, and metal materials sales [1] - The company also engages in the manufacturing and sales of synthetic materials and electronic products [1] - The operations are conducted under the legal framework, allowing the company to autonomously carry out business activities as per its business license [1]

集成电路ETF（159546）跟踪的是集成电路指数（932087），该指数从市场中选取涉及集成电路设计、 制造、封装测试及相关材料设备等业务的上市公司证券作为指数样本，以反映集成电路行业相关上市公 司证券的整体表现。该指数成分股具有较高的技术含量和成长潜力，是科技风格配置的重要指标。 （文章来源：每日经济新闻） 国元证券表示，政策与资本双轮驱动，AI应用加速迈入商业闭环阶段。7月31日国务院常务会议审议通 过《关于深入实施"人工智能+"行动的意见》，提出加快推动AI在重点领域的规模化、商业化应用，明 确释放顶层政策信号，推动国内"算力—模型—应用"正向循环形成。海外方面，AI设计协作平台Figma 成功上市，首日市值对应PS达70倍，凸显市场对AI场景变现能力的强烈预期。 ...

企查查APP显示，近日，广州万集数字技术有限公司成立，注册资本1000万元，经营范围包含：集成电 路制造；集成电路芯片及产品销售；人工智能行业应用系统集成服务；物联网技术研发等。企查查股权 穿透显示，该公司由万集科技（300552）全资持股。 （原标题：万集科技在广州新设数字技术公司） ...

每经头条（nbdtoutiao）——"我们也深陷残酷价格战"！德资巨头中国区高管警告：智驾绝不能免费， 否则会给全行业带来灾难 （记者 王晓波） 每经AI快讯，燕东微（SH 688172，收盘价：19.46元）8月4日晚间发布公告称，截至2025年7月31日， 公司通过上海证券交易所交易系统以集中竞价交易方式累计回购公司股份约263万股，占公司总股本约 14.28亿股的比例为0.1841%，回购成交的最高价为20元/股，最低价为15.67元/股，支付的资金总额为人 民币约4997万元。 2024年1至12月份，燕东微的营业收入构成为：集成电路占比96.87%，其他业务占比3.13%。 截至发稿，燕东微市值为278亿元。 ...

每经头条（nbdtoutiao）——"我们也深陷残酷价格战"！德资巨头中国区高管警告：智驾绝不能免费， 否则会给全行业带来灾难 每经AI快讯，芯导科技（SH 688230，最新价：64.2元）8月3日晚间发布公告称，公司第二届第十九次 董事会会议于2025年8月3日以通讯方式召开。会议审议了《关于暂不召开股东大会审议本次交易相关事 项的议案》等文件。 2024年1至12月份，芯导科技的营业收入构成为：集成电路占比100.0%。 （记者 王晓波） ...