Core Viewpoint - The company, Saiweiwei Electronics (688325.SH), has signed a property transaction contract to purchase a property in Shanghai for approximately RMB 151 million, aimed at supporting its fundraising projects and daily office needs [1] Group 1: Property Acquisition - Saiweiwei's wholly-owned subsidiary, Shanghai Sai'erwei Microelectronics Technology Co., Ltd. (referred to as "Sai'erwei"), will acquire the property located in the Shanghai Integrated Circuit Design Industrial Park [1] - The total purchase price for the property is approximately RMB 151 million, subject to the final agreement [1] Group 2: Funding and Capital Increase - To address the funding needs for subsequent renovations and related facilities, the company plans to use up to RMB 15 million of its excess fundraising for these expenditures [1] - The company will prioritize using excess funds from the fundraising account for the property purchase, and any shortfall will be covered by increasing the registered capital of Sai'erwei using excess funds [1]

11月13日晚，随着中芯国际（688981.SH，00981.HK）、诺诚健华（688428.SH，09969.HK）2家多地上 市的红筹公司完成三季报业绩披露，科创板592家公司的三季度"成绩单"正式揭晓。 前三季度，科创板公司实现营业收入1.105万亿元，同比增长7.9%；实现净利润492.68亿元，同比增长 8.9%；扣非后净利润319.74亿元，同比增长5.5%。其中，第三季度单季净利润同比大幅增长75%。 其中，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。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。科创 100指数成分公司营收和净利润同比分别增长12%和134%。 今年6月，科创板"1+6"改革启动，设立科创成长层，精准支持未盈利科技型企业发展。从三季度业绩表 现看，35家公司前三季度营收同比增长39%，净利润同比大幅减亏65%；在增收缩亏的同时，研发强度 中位数高达44.3%。 新能源行业"反内卷"持续推进。光伏领域，17家相关企业净亏损幅度收窄，环比缩亏28%。部分环节产 品均价有所回升，硅料龙头大全能 ...

Core Insights - The overall net profit of the Sci-Tech Innovation Board companies saw a significant year-on-year increase of 75% in the third quarter, reflecting strong resilience and growth quality in the "hard technology" sector [2][3]. Financial Performance - For the first three quarters of 2025, the companies on the Sci-Tech Innovation Board achieved total operating revenue of 1,105.01 billion yuan, a year-on-year increase of 7.9%, and a net profit of 49.27 billion yuan, up 8.9% [2]. - Excluding four leading photovoltaic companies, the overall revenue and net profit of the board increased by 14.6% and 30.6% respectively, indicating an amplified growth momentum [2]. - Over 70% of companies reported revenue growth, and nearly 60% saw net profit increases, with 158 companies experiencing net profit growth exceeding 50% [2]. R&D Investment - The total R&D investment of the Sci-Tech Innovation Board reached 119.75 billion yuan, which is 2.4 times the net profit, with a median R&D intensity of 12.4%, leading all A-share sectors [3]. - 35 unprofitable companies in the newly established growth tier reported a revenue increase of 39% year-on-year, while their net profit losses decreased by 65% [3]. Industry Highlights - The integrated circuit industry, a core area for technological self-reliance, saw 121 related companies achieve a revenue increase of 25% and a net profit increase of 67% [5]. - The artificial intelligence sector emerged as a new growth pillar, with significant revenue increases reported by key players such as Cambrian and Haiguang [6]. - The biopharmaceutical sector experienced an 11% revenue increase and a 48% net profit increase, with nine new class 1 drugs approved for market [6]. Market Dynamics - The photovoltaic sector benefited from "anti-involution" policies, with 17 related companies significantly reducing their losses by 28% [7]. - The lithium battery industry saw a revenue increase of 7% year-on-year, with a net profit of 1.02 billion yuan, marking a return to profitability for 19 companies [7].

证券日报网讯紫光国微（002049）11月13日在互动平台回答投资者提问时表示，截至2025年11月10日， 公司合并普通账户和融资融券信用账户全体股东总数为189777户。 ...

人民财讯11月13日电，近日，市场监管总局对检验检测促进产业优化升级行动第二批12项重点项目组织 验收，各项目均达成预定目标与要求。 上述12个项目聚焦战略性新兴产业攻坚与传统产业提质"双赛道"，在集成电路、高端装备、低空经济、 节能环保等新兴领域，以及农产品、轨道交通等传统民生领域精准发力，通过突破一批关键检验检测技 术瓶颈，为行业高质量发展提供强大支撑。例如，攻克工业母机可靠性测试技术，为高端装备制造突 破"卡脖子"难题提供质量基准；构建集成电路在低轨卫星、遥感卫星、导航卫星等航天领域应用场景下 的可靠性检测技术整体解决方案，加速航天与半导体产业融合；研发低空装备综合性能检测系统，推动 低空经济向质量引领转型发展。 ...

Core Viewpoint - The China Securities Regulatory Commission has approved the initial public offering (IPO) registration of Muxi Integrated Circuit (Shanghai) Co., Ltd., which plans to raise 3.904 billion yuan on the Shanghai Stock Exchange's Sci-Tech Innovation Board [1]. Group 1: Company Overview - Muxi Integrated Circuit specializes in the research, design, and sales of full-stack GPU products used in artificial intelligence training and inference, general computing, and graphics rendering [1]. - The company has launched several GPU product lines, including the Xisi N series for intelligent inference, the Xiyun C series for training and general computing, and is developing the Xicai G series for graphics rendering [1]. Group 2: Business Applications - Muxi Integrated Circuit is one of the few GPU suppliers that have achieved large-scale commercial applications of thousands of card clusters and is working on the implementation of ten thousand card clusters [1]. - The company has successfully supported the full pre-training of large models, such as the 128B MoE model, and has extensive compatibility with upstream and downstream ecosystems, including server hardware, operating systems, management platforms, mainstream AI frameworks, and major large models [1].

Group 1 - The core transaction involved 2.6 million shares of Xilinx Integrated, with a total transaction value of 17.264 million yuan, accounting for 1.17% of the total transaction volume on that day [1] - The transaction price was 6.64 yuan per share, which represents a discount of 1.48% compared to the market closing price of 6.74 yuan [1] - The transaction occurred on November 13, 2025, and was executed by institutional trading departments [2]

Group 1 - The core point of the article is that Hengshuo Co., Ltd. announced the completion of a share reduction plan by its shareholder Zhong'an Luyang, who reduced their holdings by 573,857 shares, accounting for 0.69% of the total share capital [1] - As of November 13, 2025, the company reported that its revenue composition for the year 2024 is heavily reliant on integrated circuits, which make up 99.91% of total revenue, while other businesses contribute only 0.09% [1] - The current market capitalization of Hengshuo Co., Ltd. is 5.4 billion yuan [2]

成都华微在互动平台表示，公司目前NOR Flash产品已形成大、中、小容量三个系列，覆盖512Kbit- 1Gbit等容量类型，所有产品均进入批量供货阶段，可应用于FPGA配置存储器及独立数据存储场景。对 于在研的2Gbit大容量NOR Flash，公司严格遵循研发流程推进研发、测试及验证。 ...

Core Viewpoint - Chengdu Huami (688709.SH) has developed NOR Flash products in three series with capacities ranging from 512Kbit to 1Gbit, all of which are now in mass production and applicable in FPGA configuration memory and independent data storage scenarios [1] Group 1: Product Development and Market Position - The company has focused on key core technology breakthroughs, enhancing R&D investment and technological innovation capabilities to ensure high reliability of products in complex environments [1] - The company has established a comprehensive patent protection system, emphasizing the importance of technological innovation [1] - The company will disclose data on the shipment volume, revenue contribution, and global market share of NOR Flash products starting from 2025 in regular reports as per regulatory requirements [1] Group 2: Application and Recognition - The company's products have been recognized by mainstream manufacturers in the special integrated circuit industry and are widely used in special scenarios [1] - Specific order distribution details are not disclosed due to commercial sensitivity [1] Group 3: Future Development - The company is strictly following R&D processes for the development, testing, and validation of the 2Gbit high-capacity NOR Flash [1] - Future disclosures regarding product R&D progress and specific release dates will be based on actual R&D conditions, adhering to information disclosure regulations [1] - The company will continue to focus on key core technology breakthroughs and closely monitor cutting-edge technology trends and customer needs to expand application scenarios as appropriate [1]