章程 星宸科技股份有限公司 章 程 （草案） （H 股发行上市后适用） 二○二五年九月 目 录 星宸科技股份有限公司 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》"）、 《厦门经济特区商事登记条例》《境内企 业境外发行证券和上市管理试行办法》 （以下简称"《管理办法》 "）、 《深圳证券交 易所股票上市规则》《香港联合交易所有限公司证券上市规则》 （以下简称"《香 港联交所上市规则》" ）和其他有关法律、法规的规定，制订本章程。 第二条 公司系依照《公司法》成立的股份有限公司（以下简称"公司" 公司由厦门星宸科技有限公司依法以整体变更方式设立，厦门星宸科技有限公司 的原有股东即为发起人，全体发起人认购公司的全部股份。 公司在福 建省厦 门市注 册登记 ，取得 营业执 照（统一 社会信 用代 码： 第三条 公司于 2023 年 8 月 30 日经深圳证券交易所(以下简称"深交所" "证券交易所")审核并经中国证券监督管理委员会(以下简称"中国证监会"国 注册 ...

9月帷幕拉开，国家会展中心即将迎来一场工业科技的狂欢—— 第25届中国工博会 ！其中新一代信息技 术与应用展不容错过，本次信息展以 "数字蝶变·智造新生" 为主题，汇聚了数智技术各方顶尖企业、行业大 咖。 新一代信息技术与应用展（ICTS） 200+全球高端集成电路及 工业软件企业亮相中国工博会！ 这一次，工博会首次设立 "集成电路展区" ，揭开算力背后的秘密——40+龙头企业、60+专精特新企业集结，全 产业链展示中国半导体自主突破与协同创新的硬核实力！另一边，"AI的叛逆"正在 工业智能与软件展区 上演。 从研发设计到生产控制，从工业互联网平台到AI赋能制造，曙光网络、炽橙、新思科技等大厂带你直面数智化 跃迁的震撼现场！ 200+全球顶尖企业 三大亮点展区 无数前沿技术 ······ 集成电路展区 工业智能体/工业软件展区 * 名单持续更新中，以实际情况为准 向上滑动阅览 5.2H-A009 上海陛通半导体能源科技股份有限公司 5.2H-A017 芯华章科技 5.2H-A018 上海启芯领航半导体有限公司 5.2H-A059 星奇（上海）半导体有限公司 5.2H-A060 上海集成电路材料研究院有限公司 ...

Core Insights - Since the beginning of the 14th Five-Year Plan, Beijing Economic-Technological Development Area (BDA) has achieved an average annual GDP growth rate of 9.6%, surpassing 360 billion yuan, with a remarkable growth rate of 12.3% in the first half of this year, ranking first among national-level economic development zones in terms of growth rate and contributing over 15% to the city's economic growth [1][1][1] Economic Performance - The industrial sector in BDA has shown significant performance, with total industrial output exceeding 600 billion yuan, accounting for 25.8% of the city's total; the area, which occupies only 1.37% of Beijing's land, contributes nearly 40% of the city's industrial added value [1][1] - In the first half of this year, industrial growth in BDA reached 15.6%, with leading industries such as high-end automobiles, integrated circuits, and electronic information all experiencing growth rates exceeding 20% [1][1] Structural Optimization - The industrial structure in BDA is continuously optimizing, with the ratio of secondary to tertiary industries adjusting from 65:35 in 2020 to 59:41 in 2024, indicating a 6 percentage point increase in the service sector's share [1][1] - In the first half of this year, revenue from the information service industry grew by 23.8%, retail and wholesale sales increased by 25.4%, and net income from the financial sector saw a growth of 31.4% [1][1] Investment and Innovation - Fixed asset investment in the region has grown at an average annual rate of over 28%, maintaining a scale of over 100 billion yuan for three consecutive years, with both total industrial investment and growth rate ranking first in the city [1][1] - Corporate R&D investment has increased by an average of 18.8% annually, with total R&D investment consistently ranking second in the city, reflecting strong innovation vitality and growth potential [1][1]

Core Viewpoint - Zhangjiang Hi-Tech is optimizing its asset structure by planning to transfer 100% equity and debt of Shanghai Jichinrui Building Technology Co., Ltd. for no less than 151 million yuan, which will enhance cash flow and focus on core business development in the integrated circuit industry [1] Financial Performance - In the first half of 2025, Zhangjiang Hi-Tech reported a revenue of 1.7 billion yuan, a year-on-year increase of 39% - The net profit attributable to shareholders was 369 million yuan, up 38.6% year-on-year, while the net profit excluding non-recurring items was 367 million yuan, increasing by 40% [1] - The company’s operating cash flow net amount was -935 million yuan, showing significant improvement compared to -1.945 billion yuan in the same period of 2024 [1] Strategic Focus - Zhangjiang Hi-Tech's strategic focus on the integrated circuit industry has begun to yield results, with a 2.0 planning proposal targeting "smart terminals," "intelligent computing centers," and "satellite internet" [2] - The Shanghai Zhangjiang Integrated Circuit Industry Zone Development Co., Ltd. significantly contributed to the net profit, with a revenue of 616 million yuan and a net profit of 161 million yuan, accounting for approximately 43.7% of Zhangjiang Hi-Tech's net profit [2] Investment Performance - The company achieved substantial growth in investment income, reporting approximately 326 million yuan, a 336.75% increase year-on-year, primarily due to the appreciation of financial assets held [2] - Zhangjiang Hi-Tech has established an "investment management department + Zhangjiang Haoheng + Zhangjiang Haoxin" investment system, with the Zhangjiang Suifeng fund investing in 41 projects and the second phase fund in 4 projects, focusing on integrated circuits, biomedicine, and intelligent manufacturing [3]

Core Insights - The private equity and venture capital market in China saw a significant decline in new registrations, with only 5 new fund managers registered in August 2025, a drop of nearly 70% from July and a decrease of 64.3% compared to August 2024 [1] - Despite the drop in new fund managers, the total number of newly registered private equity and venture capital funds increased by 25.2% year-on-year, totaling 368 funds [1] - The primary equity investment market experienced 565 financing events, representing a year-on-year increase of 28.4% and a month-on-month increase of 2.4%, with a total disclosed financing amount of approximately 35.178 billion yuan, up 32.8% from August 2024 [1] Group 1: Fund Management and Investment Trends - Yida Capital, a management institution under Jiangsu High-tech Investment Group, has raised 5 new funds totaling 3.672 billion yuan as of August 2025 [2] - The newly established Nanjing Yida Xinsuo Equity Investment Partnership has a registered capital of 52 million yuan and includes notable investors such as Guangdong Junrui Industrial Co., Ltd. and Zhuhai Xinsuo United Investment Co., Ltd. [3] - Yida Capital reported 9 disclosed equity investment events, an 80% increase compared to August 2024, indicating a recovery in investment activity following a period of market tightening [3][5] Group 2: Investment Focus and Sector Distribution - Yida Capital is focusing on mid-stage growth projects, with over half of its investments in A-round companies, which are considered to have strong growth certainty and manageable risks [5] - More than two-thirds of Yida Capital's investments are concentrated in advanced manufacturing, with half of these projects in the integrated circuit sector, aligning with national priorities for "hard technology and industrial upgrading" [7] - Yida Capital's investment strategy emphasizes local opportunities, with approximately 55.6% of its investments registered in Jiangsu province, while also exploring opportunities in key regions such as Zhejiang, Shandong, Chongqing, and Shenzhen [9] Group 3: Notable Investment Cases - Pasini Perception Technology, specializing in tactile perception and embodied intelligence, completed a new round of Series A financing led by JD.com, with total financing reaching 1 billion yuan over four months [12] - The company has developed a high-precision multi-dimensional tactile sensor technology, addressing critical technology bottlenecks in China and enabling applications across various sectors including logistics, retail, and automotive manufacturing [12]

沪市公司半年报还显示，消费潜能持续释放，食品饮料、家用电器等消费行业公司营业收入、净利润同 比分别增长12%、2%，成为稳增长的重要支撑。传统产业转型升级是发展新质生产力的重要一极，沪 市钢铁、机械设备等行业以技术创新突破"内卷式"困局，向高附加值领域跃升，净利润同比增长 235%、21%。 此外，沪市公司中期分红再创新高。上半年408家沪市公司宣告中期分红，现金分红总额达5552亿元， 同比分别增长12%、5%。14家公司分红金额超百亿元。在研发投入方面，实体企业研发投入合计4326 亿元，同比增长1%；科创板公司研发投入总额841亿元，同比增长6%，研发投入占比中位数13%，持续 领跑A股各板块。(经济日报记者马春阳) 2025年上半年，沪市公司合计实现营业收入24.68万亿元，同比微降1.3%；净利润2.39万亿元，同比增 长1.1%；扣非后净利润2.29万亿元，同比增长0.7。季度间保持上升势头，第二季度营业收入、净利润 环比分别增长6.1%、0.1%。 从业绩增长的贡献度看，制造业基本盘稳固。制造业营业收入、净利润同比分别增长3.9%、7.1%，增 长值占剔除非银金融后的整体比重分别为78%、50% ...

Group 1 - Beijing Junzheng's stock price decreased by 5.09%, trading at 71.23 CNY per share, with a total transaction volume of 1.432 billion CNY and a turnover rate of 4.65%, resulting in a total market capitalization of 34.371 billion CNY [1] - Beijing Junzheng Integrated Circuit Co., Ltd. specializes in the research and sales of microprocessor chips, smart video chips, storage chips, and analog chips, providing overall solutions [1] Group 2 - Tibet Dongcai Fund holds a significant position in Beijing Junzheng, with the Dongcai Huixin Preferred Mixed Fund A (019113) owning 6,500 shares, accounting for 4.93% of the fund's net value, ranking as the seventh largest holding [2] - The Dongcai Huixin Preferred Mixed Fund A was established on October 31, 2023, with a latest scale of 8.8871 million CNY, and has recorded a year-to-date return of 0.61% [2] - The fund manager, Luo Shen, has a tenure of 205 days, with the fund's total assets amounting to 30.0017 million CNY, achieving a best return of 8.45% and a worst return of -13.19% during the tenure [2]

Core Viewpoint - China Orient Asset Management Co., Ltd. focuses on providing financial support for the high-quality development of the manufacturing industry, aiming to be a "resolver" of financial risks, a "promoter" of industrial transformation, and a "guardian" of healthy corporate development [1] Group 1: Financial Support and Services - Over the past five years, China Orient has invested in 122 manufacturing projects with a total investment exceeding 45 billion yuan [1] - The company employs various business models such as non-performing asset acquisition and market-oriented debt-to-equity swaps to provide comprehensive financial services throughout different stages of manufacturing enterprises [2] - China Orient has supported a leading domestic drone manufacturer by alleviating financial crises through non-performing asset acquisition and restructuring, thus stabilizing the company's equity structure [2] Group 2: Supporting Key Industries - China Orient participated in a capital increase for Seres, a leading domestic new energy vehicle company, to help it strengthen its capital base and control its debt ratio [3] - The company established a special fund to support Zhongxin Innovation, a third-ranked power battery manufacturer, in reducing its debt ratio and accelerating innovation [3] - China Orient has played a crucial role in the bankruptcy restructuring of Jiangsu Zhongli Group, helping the company offload nearly 10 billion yuan in debt and retain over 2,600 jobs [4] Group 3: Industry Transformation and Upgrading - The company focuses on supporting high-end, intelligent, and green manufacturing goals, utilizing regional advantages to allocate resources effectively [7] - China Orient has assisted in the development of the integrated circuit industry in Hefei, helping to secure financial channels and reduce leverage for key enterprises [7] - The company invested in InnoSemiconductor, a leading third-generation semiconductor firm, to alleviate its debt pressure and support its expansion and listing [7] Group 4: Regional Economic Support - China Orient has supported a key local state-owned enterprise in the salt lake industry in Qinghai, helping to improve the regional credit environment and facilitate the high-quality development of lithium carbonate projects [8]

数据显示，嘉实基金旗下1只基金位居睿创微纳十大流通股东。嘉实上证科创板芯片ETF（588200）二 季度增持92.37万股，持有股数865.23万股，占流通股的比例为1.89%。根据测算，今日浮亏损失约 3357.08万元。 9月4日，睿创微纳跌5.19%，截至发稿，报70.88元/股，成交3.16亿元，换手率0.94%，总市值326.22亿 元。 资料显示，烟台睿创微纳技术股份有限公司位于中国(山东)自由贸易试验区烟台片区烟台开发区南昌大 街6号，成立日期2009年12月11日，上市日期2019年7月22日，公司主营业务涉及专用集成电路、MEMS 传感器及红外成像产品的设计与制造。主营业务收入构成为：红外热成像业务90.58%，微波射频业务 6.65%，其他1.56%，其他(补充)1.22%。 从睿创微纳十大流通股东角度 截至发稿，田光远累计任职时间4年181天，现任基金资产总规模443.23亿元，任职期间最佳基金回报 113.86%， 任职期间最差基金回报-46.65%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任 ...

集成电路 佰维存储（688525.SH） 增持-A(维持) 公司近一年市场表现 市场数据：2025 年 9 月 3 日 收盘价（元）： 67.53 年内最高/最低（元）： 85.99/40.13 流通A股/总股本（亿）： 3.23/4.67 流通 A 股市值（亿）： 217.95 | 基础数据：2025 年 | 6 月 30 日 | | | --- | --- | --- | | 基本每股收益(元)： | | -0.51 | | 摊薄每股收益(元)： | | -0.51 | | 每股净资产(元)： | | 9.13 | | 净资产收益率(%)： | | -5.73 | 资料来源：最闻 高宇洋 执业登记编码：S0760523050002 田发祥 邮箱：tianfaxiang@sxzq.com 25H1 业绩逐步改善，存储涨价+AI 端侧应用多领域渗透 2025 年 9 月 4 日 公司研究/公司快报 事件描述 公司发布 2025 年半年度报告。公司 2025 年上半年营业收入 39.12 亿元， 同比增长+13.70%，归母净利润-2.26 亿元，同比-179.68%；单二季度营业收 入 23.69 亿元，同比 ...