证券代码：688262 证券简称：国芯科技 公告编号：2025-048 苏州国芯科技股份有限公司 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。 一、董事会会议召开情况 苏州国芯科技股份有限公司（以下简称"公司"）第三届董事会第一次会议 （以下简称"本次会议"或"会议"）于 2025 年 5 月 16 日 16：00 在苏州新区 塔园路 168 号苏州香格里拉酒店二楼贵宾厅 II 举行。本次会议的预通知于 2025 年 5 月 8 日通过电子邮件及电话等方式送达全体拟任董事。本次会议采用现场表 决结合通讯表决的方式召开，会议应出席董事 7 名，实际出席董事 7 名，会议由 过半数以上董事推举董事郑茳先生召集并主持。本次会议的召集和召开程序符合 《中华人民共和国公司法》等法律法规、部门规章、规范性文件和《苏州国芯科 技股份有限公司章程》（以下简称"《公司章程》"）等相关规定的要求。 二、董事会会议审议情况 经与会董事审议，本次会议审议通过如下议案： （一）以 7 票同意、0 票反对、0 票弃权的表决结果审议通过《关于选举公 ...

智通财经5月16日电，泰凌微(688591.SH)公告称，公司持股5%以上股东国家集成电路产业投资基金股 份有限公司已通过集中竞价交易方式减持公司股份480万股，减持计划已实施完毕。此次权益变动后， 国家大基金持有公司股份1668.84万股，占公司目前总股本的比例为6.95%。 泰凌微：国家大基金持股比例降至6.95% ...

证券代码：603375 证券简称：盛景微 公告编号：2025-028 一、前十大股东持股情况 占公司总股本 | | | 无锡盛景微电子股份有限公司 关于回购股份事项前十大股东和前十大无限售条件 股东持股情况的公告 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、准确性和完整性承担法律责任。 无锡盛景微电子股份有限公司（以下简称"公司"）于 2025 年 5 月 14 日召开 第二届董事会第九次会议审议通过了《关于以集中竞价交易方式回购公司股份方 案的议案》。具体内容详见公司于 2025 年 5 月 15 日在上海证券交易所网站 （www.sse.com.cn）披露的《关于以集中竞价交易方式回购公司股份方案的公告》 （公告编号：2025-027）。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 易日（即 2025 年 5 月 14 日）登记在册的前十大股东和前十大无限售条件股东的 名称、持股数量和持股比例的情况公告如下： 的比例（%） 深圳市富海鑫湾股权投资基金管理企业（有限 伙企业（有限合伙） 上海建元股权投资基金管理合伙企业（有限合 ...

Group 1 - The stock price of Zhenhua Guangguang (688439.SH) closed at 55.30 yuan, with a decline of 2.33%, marking four consecutive trading days of losses [1] - The company is currently in a state of share price decline, having broken its initial public offering (IPO) price [1] - Zhenhua Guangguang was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on August 26, 2022, with an issuance of 50 million shares, accounting for 25% of the total share capital post-issuance, at an IPO price of 66.99 yuan per share [1] Group 2 - The total funds raised from the IPO amounted to 334.95 million yuan, with a net amount of 325.99 million yuan after deducting issuance costs, exceeding the original plan by 205.95 million yuan [1] - The company intended to raise 120.05 million yuan for projects related to high-reliability analog integrated circuit wafer manufacturing and advanced packaging, as well as for the construction of a research and development center [1] - The total issuance costs (excluding VAT) were 8.96 million yuan, with CITIC Securities receiving 7.90 million yuan as underwriting and sponsorship fees [1] Group 3 - CITIC Securities Investment Co., Ltd., a subsidiary of the lead underwriter, participated in the strategic allocation of the issuance, acquiring approximately 2.99% of the total shares offered, amounting to 1,492,760 shares for a total investment of approximately 100 million yuan [2] - The shares acquired by CITIC Securities Investment Co., Ltd. are subject to a lock-up period of 24 months from the date of the company's IPO and listing [2]

Core Insights - The 20th "China Optics Valley" International Optoelectronic Expo opened in Wuhan, featuring 390 renowned companies from 12 countries and regions, showcasing nearly 100 cutting-edge optoelectronic technologies [1] - The event highlights the role of Optics Valley in connecting research, manufacturing, and market applications in central and western China, aiming to enhance international collaboration and influence [1] - A significant number of innovative technologies with independent intellectual property rights were presented, covering the entire industry chain from core chips to module equipment, focusing on strategic fields such as communication and semiconductors [1] Group 1 - The expo included 20 major investment projects signed, covering fields like optical communication, integrated circuits, and artificial intelligence, with a total signing amount of 19.52 billion yuan [4] - The event also featured 10 major technology trade cooperation agreements [4] - The expo is expected to attract 60,000 professional visitors and host over 20 meetings and special events, covering six major application areas [4] Group 2 - The event introduced 13 overseas procurement groups from countries like Russia and Malaysia to meet domestic companies' "going global" needs, aiming to facilitate nearly 10 cross-border cooperation intentions [2] - The focus of foreign guests, such as a professor from Panama, was on semiconductor materials, highlighting the complete chain from basic research to industrial application achieved by Optics Valley [2] - The expo aims to convert exhibition traffic into industrial growth through targeted procurement and collaboration activities [2]

Core Points - The 20th "China Optics Valley" International Optoelectronic Exposition opened at the China Optics Valley Convention and Exhibition Center [1] - A total of 20 major investment projects were signed, with a total amount of 19.52 billion yuan, covering various fields such as optical communication, integrated circuits, compound semiconductors, new displays, and artificial intelligence [1]

Core Viewpoint - The company held a successful online performance briefing for the fiscal year 2024, achieving a 100% response rate to investor questions, indicating strong engagement with stakeholders [1] Group 1: Business Strategy - The company aims to achieve synergistic development between its two main businesses: integrated circuits and environmental resource services, with future mergers and acquisitions considered based on strategic planning and market conditions [2] - The company will focus on enhancing its core competitiveness through internal growth and external development strategies, including investments and acquisitions [5] Group 2: Financial Performance - For the fiscal year 2024, the company reported a net profit of approximately 23.63 million yuan and a net profit of approximately 15.63 million yuan for the first quarter of 2025 [6] - The company has not distributed dividends due to negative retained earnings but plans to concentrate resources on its dual main business strategy to improve performance and shareholder returns [8] Group 3: Market Position and Future Outlook - The company is committed to strengthening its dual main business model and optimizing its operational management to ensure steady progress in its business plans for 2025 [11] - The company is actively monitoring its stock market performance and is focused on enhancing corporate governance and investor relations to create more value for shareholders [7]

Core Viewpoint - Guangdong Province has introduced a series of measures to stimulate market vitality and accelerate the construction of a modern industrial system, focusing on nurturing new productive forces and optimizing services for over 19 million market entities [1][2] Group 1: Policy Measures - The new policy includes 12 measures aimed at fostering new productive forces, optimizing lifecycle services, and enhancing foreign investment attraction [1][2] - A total of over 1 trillion yuan industrial investment fund will be established to support early-stage investments in hard technology sectors [2][8] - The policy addresses financing challenges for enterprises by implementing a "fiscal interest subsidy + government guarantee" strategy, with a maximum annual subsidy of 200 billion yuan for new bank loans to eligible manufacturing and high-tech enterprises [2][3] Group 2: Financing Support - The annual subsidy for bank loans is capped at 200 billion yuan, which is approximately 30% of the expected increase in manufacturing loans for 2024 [3] - The provincial government plans to increase funding for the government guarantee system, potentially supporting over 100 billion yuan in new financing for small and medium-sized enterprises [3] - Financing guarantees will help enterprises that do not meet bank loan criteria to obtain credit, thereby addressing the financing bottleneck [3] Group 3: Service and Infrastructure - The policy establishes a comprehensive service system for enterprises, ensuring that major advanced manufacturing projects receive necessary land and permits promptly [4][5] - Approximately 600,000 acres of industrial land will be designated to support the long-term development of the manufacturing sector [4] - The "Million Talents Gather in South Guangdong" initiative aims to attract high-level talent by simplifying residency processes for skilled individuals [5] Group 4: Foreign Investment Incentives - The new measures enhance incentives for foreign investment, including a maximum reward of 1.3 million yuan for multinational company headquarters and up to 600,000 yuan for foreign R&D centers [6][7] - In the first quarter, Guangdong saw a 16.9% increase in newly established foreign enterprises, with actual foreign investment reaching 35.76 billion yuan [6][7] Group 5: Economic Impact - The strategic focus on 12 key sectors aligns with national strategies and highlights Guangdong's role as a major economic player, with 20 strategic industrial clusters achieving a 5.2% increase in value-added output [8] - The combination of a large market, robust supply chains, and a skilled workforce positions Guangdong as a preferred destination for global investment [8]

Group 1 - The core viewpoint of the news is that the issuance of the new policy measures by seven departments marks a new phase of systematic and international development in China's technology finance, with the establishment of the "National Venture Capital Guidance Fund" being a significant step towards integrating financial resources with technological innovation [1][6] - The new measures aim to enhance venture capital through improved financing mechanisms and policy support, expanding funding sources to 18 cities and provinces, and establishing a closed-loop development mechanism in the technology sector [2][4] - The policy emphasizes the importance of long-term capital investment in early-stage technology companies, promoting a shift towards a long-term value investment approach, which will require investors to enhance their understanding of industries and technologies [4][5] Group 2 - China's R&D expenditure is projected to reach 3.6 trillion yuan in 2024, with a year-on-year growth of 8.3%, indicating a strong commitment to technological innovation and its role as a core driver of economic growth [3] - The integration of technology and industry is expected to create new productive forces in China, with significant growth in high-tech manufacturing and breakthroughs in fields such as artificial intelligence and integrated circuits [3] - The establishment of the fund is anticipated to stimulate innovation in financial products and investment models, enhancing the financing capabilities of technology companies and promoting a more vibrant investment market [5][6]

中电港（001287）公告，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于2025年5月12日至 2025年5月14日期间通过大宗交易方式减持公司股份310万股，占公司当前总股本的0.4079%。本次权益 变动后，国家集成电路基金持有公司股份7573.73万股，占公司总股本的9.9668%，权益变动后持股比例 触及5%的整数倍。本次减持情况与此前已披露的计划一致，减持数量在已披露减持计划范围内。国家 集成电路基金履行了关于股份减持的承诺，不存在违反承诺的情形。本次减持计划尚未履行完毕。 ...