上海复旦(01385)发布公告，上海复芯凡高集成电路技术有限公司(以下简称"复芯凡高")和上海国盛集团 投资有限公司(以下简称"国盛投资")近日签署了《上海复芯凡高集成电路技术有限公司与上海国盛集团 投资有限公司关于上海复旦微电子集团股份有限公司之股份转让框架协议》(以下简称"《股份转让框架 协议》")。国盛投资拟以协议转让方式受让复芯凡高持有的上海复旦微电子集团股份有限公司(以下简 称"复旦微电""上市公司"或"标的公司")1.067亿股A股股份，占复旦微电股份总数的12.99%(以下简称"标 的股份")。本次转让完成后，国盛投资将成为上市公司第一大股东。上市公司仍然为无控股股东、无实 际控制人状态，不会对上市公司的经营管理构成重大影响，不涉及要约收购。 ...

智通财经APP讯，上海复旦(01385)发布公告，上海复芯凡高集成电路技术有限公司(以下简称"复芯凡 高")和上海国盛集团投资有限公司(以下简称"国盛投资")近日签署了《上海复芯凡高集成电路技术有限 公司与上海国盛集团投资有限公司关于上海复旦微电子集团股份有限公司之股份转让框架协议》(以下 简称"《股份转让框架协议》")。国盛投资拟以协议转让方式受让复芯凡高持有的上海复旦微电子集团 股份有限公司(以下简称"复旦微电""上市公司"或"标的公司")1.067亿股 A 股股份，占复旦微电股份总数 的 12.99%(以下简称"标的股份")。本次转让完成后，国盛投资将成为上市公司第一大股东。上市公司仍 然为无控股股东、无实际控制人状态，不会对上市公司的经营管理构成重大影响，不涉及要约收购。 ...

Company Announcements - Joyo Co., Ltd. clarifies that it and its subsidiaries are not involved in the food and beverage business, focusing instead on the small home appliance industry [1] - Rongbai Technology has signed a cooperation agreement with CATL, becoming its primary supplier for sodium battery cathode materials, with a commitment for annual purchases of at least 60% of total procurement [2] - Heshun Petroleum's actual controller and related parties plan to transfer 6% of the company's shares through an agreement [3] - Fudan Microelectronics announces that Guosheng Investment intends to acquire 12.99% of its shares, making it the largest shareholder [4] - Maihe Co., Ltd. reports that its controlling shareholder and chairman is under investigation, with management responsibilities temporarily assumed by the general manager [5] - Heshun Petroleum plans to acquire a controlling stake in Kuixin Technology, which focuses on integrated circuit IP and Chiplet products [7] Stock Movements - Zhenai Home announces that the acquirer has no plans for asset restructuring in the next 12 months, maintaining its focus on home textile products [15] - Zhongsheng Pharmaceutical's clinical trial progress for innovative drug projects is uncertain, affecting stock performance [14] - Suning Medical's subsidiary is expected to win a procurement project worth approximately 168 million yuan from the State Grid [13] Shareholding Changes - Chuangye Huikang is in the process of a control change, with stock resuming trading soon [9] - Qianli Technology's major shareholder plans to reduce its stake by up to 2% [10] - Time Space Technology plans to reduce its repurchased shares by up to 290,700 shares [11] - China Aluminum's director plans to reduce his holdings by up to 57,500 shares [12]

智通财经APP讯，复旦微电(688385.SH)公告，上海复芯凡高集成电路技术有限公司(简称"复芯凡高")和 上海国盛集团投资有限公司(简称"国盛投资")近日签署了《上海复芯凡高集成电路技术有限公司与上海 国盛集团投资有限公司关于上海复旦微电子集团股份有限公司之股份转让框架协议》。国盛投资拟以协 议转让方式受让公司)1.07亿股A股股份，占复旦微电股份总数的12.99%，协议转让对价51.44亿元。转 让完成后，国盛投资将成为上市公司第一大股东。 ...

智通财经APP讯，复旦微电(688385.SH)公告，上海复芯凡高集成电路技术有限公司(简称"复芯凡高")和 上海国盛集团投资有限公司(简称"国盛投资")近日签署了《上海复芯凡高集成电路技术有限公司与上海 国盛集团投资有限公司关于上海复旦微电子集团股份有限公司之股份转让框架协议》。国盛投资拟以协 议转让方式受让公司)1.07亿股A股股份，占复旦微电股份总数的12.99%，协议转让对价51.44亿元。转 让完成后，国盛投资将成为上市公司第一大股东。 ...

复旦微电公告称，上海复芯凡高集成电路技术有限公司基于国有资产管理改革，拟将所持106,730,000股 A股股份（占比12.99%），以协议转让方式全部转让给上海国盛集团投资有限公司。转让完成前，复芯 凡高继续行使第一大股东权利并履行义务。本次转让后，国盛投资将成为第一大股东，公司仍无控股股 东和实际控制人，不涉及要约收购。本次权益变动尚需相关审批。 ...

Core Viewpoint - The company, HeShun Petroleum, plans to acquire at least 34% equity in Shanghai KuiXin Integrated Circuit Design Co., Ltd. (referred to as "KuiXin Technology") through cash payment, aiming to control 51% of the voting rights, thereby obtaining control over KuiXin Technology. The total valuation of KuiXin Technology is capped at 1.588 billion yuan, with the expected transaction amount not exceeding 540 million yuan [1]. Group 1 - HeShun Petroleum intends to acquire a significant stake in KuiXin Technology, focusing on integrated circuit IP and Chiplet product development [1]. - The acquisition will allow HeShun Petroleum to address challenges related to computing power expansion and high-speed interconnects [1]. - KuiXin Technology has served over 60 clients across various industries, including AI and data centers, with notable clients being major players in the storage industry and AI unicorns [1].

Core Insights - The People's Bank of China and six other departments issued guidelines to support new industrialization through financial mechanisms, with major banks like China Construction Bank and Bank of China implementing related plans to enhance financial support for key industries [1][2]. Financial Support for New Industrialization - Key industries such as integrated circuits, industrial mother machines, and new materials are identified as foundational for modern industrial systems, with banks encouraged to provide long-term financing for technological advancements [2]. - China Construction Bank aims to allocate over 5 trillion yuan in financing to various manufacturing entities over the next three years, focusing on critical areas and weak links in new industrialization [2]. - Bank of China reported a supply chain financing balance and loans to technology enterprises exceeding 2.3 trillion yuan as of June, indicating robust growth [2]. Service Upgrades and Innovations - China Everbright Bank introduced a comprehensive financial service plan with 40 initiatives to support new industrialization, including a supply chain service action to enhance resilience and security [3]. - The banking sector is shifting towards a more holistic approach to financing technology firms, with a focus on assessing technology and team capabilities rather than traditional credit metrics [4]. - As of Q3, 275,400 technology SMEs received loans, with a loan approval rate of 50.3%, reflecting a 2.8 percentage point increase year-on-year [4]. Financing Channels and Ecosystem Development - The banking sector is enhancing its support for technology innovation through various financial instruments, including technology innovation bonds and intellectual property pledge loans [7]. - China Construction Bank has actively participated in the issuance of technology innovation bonds, with the first bond launched in May aimed at funding technology firms and strategic emerging industries [7]. - The ecosystem for technology finance is structured in layers, with venture capital and private equity at the forefront, followed by government-led investments and traditional banking support [7][8]. Conclusion - The concerted efforts by various banks to align their financial services with the needs of new industrialization highlight a strategic shift towards supporting technological innovation and enhancing the resilience of supply chains in key industries [1][2][3][4][7][8].

研发投入是企业创新发展的"引擎"。前三季度，科创板研发投入总额高达1197.45亿元，是板块净利润的2.4倍，研发强度中位数高达 12.4%，持续大幅领跑A股各板块。 聚焦各领域，多个科创板公司取得突破性进展：禾元生物自主研发的重组人白蛋白注射液（水稻）获批上市；国盾量子实现全球首款四通 道超低噪声半导体单光子探测器量产，关键指标刷新纪录。 近期，科创板592家公司的三季度"成绩单"正式揭晓。板块整体业绩呈现升势，单季度净利润同比大幅增长75%，充分彰显"硬科技"企业的 强劲动能。 ——板块业绩强势反弹。 科创板公司前三季度的业绩表现，凸显了"硬科技"企业成长韧性与发展质量。2025年前三季度，科创板公司实现营业收入11050.11亿元，同 比增长7.9%，延续开板以来连续增长态势；实现净利润492.68亿元，同比增长8.9%。 尤为亮眼的是，科创板公司第三季度单季净利润同比大幅增长75%，呈现出强劲的发展势头。若剔除4家光伏龙头公司，则板块整体营收、 净利润分别同比增长14.6%、30.6%。 从业绩分布看，科创板呈现出"增长面广、结构优化"特征。前三季度，超七成公司实现营收增长，近六成公司净利润增长；15 ...

近期，科创板592家公司的三季度"成绩单"正式揭晓。板块整体业绩呈现升势，单季度净利润同比大幅 增长75%，充分彰显"硬科技"企业的强劲动能。 上交所资 料图 ——板块业绩强势反弹。 科创板公司前三季度的业绩表现，凸显了"硬科技"企业成长韧性与发展质量。2025年前三季度，科创板 公司实现营业收入11050.11亿元，同比增长7.9%，延续开板以来连续增长态势；实现净利润492.68亿 元，同比增长8.9%。 尤为亮眼的是，科创板公司第三季度单季净利润同比大幅增长75%，呈现出强劲的发展势头。若剔除4 家光伏龙头公司，则板块整体营收、净利润分别同比增长14.6%、30.6%。 从业绩分布看，科创板呈现出"增长面广、结构优化"特征。前三季度，超七成公司实现营收增长，近六 成公司净利润增长；158家公司净利润增幅超过50%，46家公司扭亏为盈。头部企业与成长型企业形成 良性互补。 其中，科创50指数成分公司营收和净利润占板块整体比重分别保持在46%和50%的高位，继续发挥"压 舱石"作用。科创100指数成分公司展现高成长弹性，营收和净利润同比分别增长12%和134%，成为板 块增长的"先锋队"。 ——创新动能持续 ...