Core Viewpoint - Hunan Guoke Microelectronics Co., Ltd. plans to acquire a 94.366% stake in SMIC (Ningbo) Co., Ltd. through a combination of issuing shares and cash payments, while also raising matching funds from no more than 35 qualified specific investors [1][2]. Group 1 - The company intends to purchase equity from multiple investment entities, including Ningbo Yongxin Integrated Circuit Equity Investment Co., Ltd. and others [1]. - The acquisition is part of a broader strategy to enhance the company's position in the semiconductor industry [2]. - The company will not convene a shareholders' meeting until the related audit and evaluation work is completed [2].

Group 1 - The company plans to acquire 94.366% equity of Zhongxin Integrated Circuit (Ningbo) Co., Ltd. through a combination of issuing shares and cash payments to various investment partners [1] - The company intends to issue shares to no more than 35 qualified specific investors to raise supporting funds for this transaction [1] - The company's stock was suspended from trading starting May 22, 2025, to ensure fair information disclosure and prevent abnormal stock price fluctuations [1] Group 2 - The stock price of the company increased from 63.92 CNY per share on April 18, 2025, to 81.06 CNY per share on May 21, 2025, reflecting a 26.81% increase [1] - The cumulative price change of the ChiNext Index and electronic components sector was 8.92% and 7.04%, respectively, during the same period [1] - After excluding the impact of market factors and industry sector factors, the company's stock price change was 17.89% and 19.77%, respectively, indicating no abnormal fluctuations [1]

Core Viewpoint - Jiewa Microelectronics Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with CITIC Securities as its sole sponsor, focusing on the design and development of analog integrated circuits [1][3]. Company Overview - Jiewa operates as a virtual IDM (Integrated Device Manufacturer) specializing in analog integrated circuit design, aiming to become a leader in the global analog integrated circuit industry [1][3]. - The company has developed proprietary and internationally advanced process platforms for integrated circuit production, offering a comprehensive range of analog integrated circuit products [3]. Product Portfolio - The product lineup includes power management integrated circuits and signal chain integrated circuits, with approximately 2,200 models available for sale as of December 31, 2024, including over 2,000 power management integrated circuit models [3]. Supplier Relationships - Major suppliers consist of wafer fabs and integrated circuit packaging and testing service providers. The procurement amounts from the top five suppliers for 2022, 2023, and 2024 were approximately RMB 1.1535 billion, RMB 0.9113 billion, and RMB 1.0525 billion, accounting for 74.8%, 69.4%, and 69.0% of total procurement, respectively [3]. Financial Performance - Revenue for the fiscal years 2022, 2023, and 2024 was approximately RMB 1.448 billion, RMB 1.297 billion, and RMB 1.679 billion, respectively. The net profit/loss for the same periods was approximately RMB 136 million, -RMB 533 million, and -RMB 611 million [3][5]. - The gross profit margins for these years were 38.5%, 11.8%, and 15.1%, indicating a significant decline in profitability in 2023 [5][7]. Research and Development - R&D expenses for the fiscal years 2022, 2023, and 2024 were RMB 304.7 million, RMB 499.4 million, and RMB 619.3 million, representing 21.1%, 38.5%, and 36.9% of total revenue, respectively [5][7].

Core Viewpoint - New Henghui plans to publicly issue approximately 5,988,890 shares on the Shenzhen Stock Exchange's Growth Enterprise Market, aiming to raise 519 million yuan for industrialization projects and R&D center upgrades [1][2] Company Overview - New Henghui is located in Zibo High-tech Zone and operates as an integrated circuit enterprise focusing on chip packaging materials, including smart card business, etched lead frame business, and IoT eSIM chip testing services [1] - The company has shown steady growth in recent years, with revenues projected to increase from 684 million yuan in 2022 to 842 million yuan in 2024, reflecting a compound annual growth rate (CAGR) of 10.97% [1] - Net profit is expected to grow significantly from 110 million yuan to 186 million yuan during the same period, with a CAGR of 29.4% [1] Growth Strategy - The company is actively expanding its second growth curve, with the IoT eSIM chip testing business accounting for 3.93% of its operations, indicating strong development potential [2] - The IPO funds will primarily support two projects: 456 million yuan for high-density QFN/DFN packaging material industrialization to enhance capacity in the etched lead frame sector, and 62.66 million yuan for upgrading the R&D center to strengthen technological advantages and promote new product development [2] Shareholder Structure - The major shareholder, Yu Renrong, holds 31.41% directly and 0.53% indirectly, totaling 31.94%. He is the actual controller of A-share listed company Weier Shares [2] - The second-largest shareholder, Ren Zhijun, owns 16.21% directly and 3.1% indirectly, totaling 19.31%, and serves as the chairman of the company [2]

Core Viewpoint - The Ministry of Commerce has issued a work plan to deepen the reform and innovation of national-level economic and technological development zones, aiming to lead high-quality development through high-level openness [1] Group 1: Support for Foreign Investment - National-level economic and technological development zones will prioritize foreign investment projects in key sectors such as integrated circuits, biomedicine, and high-end equipment manufacturing [1] - Local governments are encouraged to enhance support for landmark foreign investment projects in these zones to expedite their construction [1] Group 2: Encouragement of Investment in Emerging Industries - Various funds, including foreign investment funds, are encouraged to invest in emerging industries within national-level economic and technological development zones to foster and incubate small and medium-sized enterprises [1] Group 3: Tax Incentives for Foreign Investors - The plan guides national-level economic and technological development zones to implement tax incentives for foreign investors, such as deferred tax on reinvested profits [1]

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。 杭州晶华微电子股份有限公司（以下简称"公司"）全资子公司深圳芯邦智 芯微电子有限公司（以下简称"智芯微"）结合整体战略发展规划和实际经营需 求，对其名称和经营范围进行了变更，并相应修订了公司章程及履行了备案手续。 近日，智芯微已完成了上述工商变更登记手续，并取得了深圳市市场监督管 理局换发的《营业执照》，变更后的相关工商登记信息如下： 名称：深圳晶华智芯微电子有限公司 统一社会信用代码：91440300MADYFLKY6H 类型：有限责任公司（法人独资） 证券代码：688130 证券简称：晶华微 公告编号：2025-028 杭州晶华微电子股份有限公司 关于全资子公司完成工商变更登记并换发营业执照的公告 注册资本：3300 万元人民币 成立日期：2024 年 09 月 11 日 住所：深圳市南山区粤海街道麻岭社区高新中区科技中 2 路 1 号深圳软件 园（2 期）12 栋 601 经营范围：一般经营项目：集成电路设计；集成电路芯片设计及服务；集成 电路销售；集成电路芯片及产品销售； ...

Core Points - The company, JoulWatt Technology Co., Ltd., was established as a joint-stock company based on the audited net asset value of JoulWatt Microelectronics (Hangzhou) Co., Ltd. and registered in Zhejiang Province [2][3] - The company was approved by the China Securities Regulatory Commission for its initial public offering (IPO) of 58.08 million shares on October 8, 2022, and listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on December 23, 2022 [3][4] - The registered capital of the company is RMB 446.88 million [3][4] - The company's business scope includes integrated circuit design, manufacturing, sales, and various technology services [4][5] Company Structure - The company is governed by its articles of association, which serve as a legally binding document for the organization and behavior of the company, shareholders, and management [3][10] - The company has a total of 42 founding shareholders, with significant contributions from various investment firms and individuals [7][8] - The shares are issued in the form of stocks, with each share having a face value of RMB 1 [6][19] Shareholder Rights and Responsibilities - Shareholders have rights to dividends, voting, and participation in shareholder meetings, as well as obligations to not harm the company's interests [19][20] - The company prohibits providing financial assistance to individuals or entities purchasing its shares [15][19] - Shareholders holding more than 5% of shares must report any pledges of their shares to the company [22][23] Governance and Meetings - The company holds annual and extraordinary shareholder meetings, with specific procedures for convening and conducting these meetings [25][30] - The board of directors is responsible for managing the company, while shareholders have the right to supervise and propose suggestions [19][20] - Legal opinions are required for certain decisions made during shareholder meetings, ensuring compliance with laws and regulations [26][27]

Group 1 - The event aimed to address key bottlenecks in technology transfer and promote the transformation and industrialization of scientific achievements, contributing to the development of new productive forces [1] - The partnership between the Pukou Economic Development Zone and Nanjing University of Information Science and Technology has led to the establishment of the "Pukou Economic Development Zone Innovation Port," attracting six colleges in fields such as integrated circuits and artificial intelligence within a year [1] - The event showcased the achievements of the collaboration between the university and the local government, marking the beginning of a new chapter in cooperation between academia and industry [1] Group 2 - The Nanjing University of Information Science and Technology's Technology Transfer Center Pukou Economic Development Zone Branch and the Jiangsu Provincial Key Laboratory of Meteorological Detection and Information Processing were inaugurated during the event [2] - Groundbreaking ceremonies were held for the Micro-Nano Photonic Integrated Sensing Laboratory and the Integrated Circuit Packaging Laboratory within the Innovation Port [2] - Several agreements were signed between companies such as Nanjing Keluoe Environmental Technology Co., Ltd. and Shengxi Microelectronics (Nanjing) Co., Ltd. with the university for projects related to AI algorithms and electromagnetic heating systems, as well as patent licensing and platform co-construction [2]

集成电路技术中心（有限合伙）、南通圣乐企业管理合伙企业（有限合伙）、上海 芯乐集成电路技术中心（有限合伙）、南通圣喜企业管理合伙企业（有限合伙）； 议案 8，关联股东：鞠建宏、郑慧、上海芯溪集成电路技术中心（有限合伙）、 南通圣乐企业管理合伙企业（有限合伙）、上海芯乐集成电路技术中心（有限合 伙）、南通圣喜企业管理合伙企业（有限合伙）；议案 12，关联股东：鞠建宏、 郑慧、上海芯溪集成电路技术中心（有限合伙）、南通圣乐企业管理合伙企业（有 限合伙）、上海芯乐集成电路技术中心（有限合伙）、南通圣喜企业管理合伙企业 （有限合伙）；议案 15，关联股东：鞠建宏、郑慧、上海芯溪集成电路技术中心 （有限合伙）、南通圣乐企业管理合伙企业（有限合伙）、上海芯乐集成电路技术 中心（有限合伙）、南通圣喜企业管理合伙企业（有限合伙）。 三、 律师见证情况 律师：舒伟佳、强婧仪 综上所述，本所律师认为，公司本次会议的召集、召开程序符合法律、行政 法规、规章、规范性文件、《股东会规则》及《公司章程》的规定，本次会议的 召集人和出席会议人员的资格以及本次会议的表决程序和表决结果均合法有效。 特此公告。 | 证券代码：688381 证券 ...

消息方面，截至5月9日，科创板110余家集成电路行业公司均已完成一季报披露，合计实现营收721.82亿元，同比增长24%；实现归母净利润44.79亿元，同 比增长73%。随着自主可控持续推进，以及下游AI、物联网、消费和泛工业需求逐步恢复，行业收入、利润大幅增长，延续去年第四季度的增势，芯片设 计、半导体设备、晶圆制造等领域表现亮眼。其中，芯片产品环节业绩增长显著，服务器、CPU等通用芯片、光芯片公司呈高速增长态势。2025年第一季 度，70余家芯片产品公司合计实现营收309.69亿元，同比增长24%，超7成公司营收增长；实现归母净利润20.56亿元，同比增长126%，超半数公司净利润增 长。 截至2025年5月9日 14:07，上证科创板综合指数(000680)下跌1.55%。成分股方面涨跌互现，航天南湖领涨20.00%，霍莱沃上涨8.29%，海创药业上涨 6.20%；华虹公司领跌8.85%，精进电动下跌8.20%，亚信安全下跌7.63%。科创综指ETF华夏(589000)午盘后逐步回调中，下跌1.56%，最新报价0.95元。 流动性方面，科创综指ETF华夏盘中换手7.15%，成交2.23亿元。拉长时间看， ...