集成电路ETF（159546）跟踪的是集成电路指数（932087），该指数从市场中选取涉及集成电路设计、 制造、封装测试及相关材料设备等业务的上市公司证券作为指数样本，以反映集成电路行业相关上市公 司证券的整体表现。该指数成分股具有较高的技术含量和成长潜力，是科技风格配置的重要指标。 （文章来源：每日经济新闻） 国元证券表示，政策与资本双轮驱动，AI应用加速迈入商业闭环阶段。7月31日国务院常务会议审议通 过《关于深入实施"人工智能+"行动的意见》，提出加快推动AI在重点领域的规模化、商业化应用，明 确释放顶层政策信号，推动国内"算力—模型—应用"正向循环形成。海外方面，AI设计协作平台Figma 成功上市，首日市值对应PS达70倍，凸显市场对AI场景变现能力的强烈预期。 ...

Group 1 - The core point of the article is the establishment of Guangzhou Wanjie Digital Technology Co., Ltd. with a registered capital of 10 million yuan [1] - The company is fully owned by Wanjie Technology (300552) [1] - The business scope includes integrated circuit manufacturing, sales of integrated circuit chips and products, AI industry application system integration services, and IoT technology research and development [1]

Group 1 - Yandong Microelectronics (SH 688172) announced a share buyback of approximately 2.63 million shares, representing 0.1841% of its total share capital of about 1.428 billion shares, with a total expenditure of approximately RMB 49.97 million [1] - The highest and lowest prices for the repurchased shares were RMB 20 and RMB 15.67 per share, respectively [1] - For the year 2024, Yandong Microelectronics reported that integrated circuits accounted for 96.87% of its revenue, while other businesses contributed 3.13% [1] Group 2 - As of the report, Yandong Microelectronics has a market capitalization of RMB 27.8 billion [1]

每经头条（nbdtoutiao）——"我们也深陷残酷价格战"！德资巨头中国区高管警告：智驾绝不能免费， 否则会给全行业带来灾难 每经AI快讯，芯导科技（SH 688230，最新价：64.2元）8月3日晚间发布公告称，公司第二届第十九次 董事会会议于2025年8月3日以通讯方式召开。会议审议了《关于暂不召开股东大会审议本次交易相关事 项的议案》等文件。 2024年1至12月份，芯导科技的营业收入构成为：集成电路占比100.0%。 （记者 王晓波） ...

Core Viewpoint - The article discusses the recent policies introduced by the Guangzhou Development Zone (Huangpu District) aimed at enhancing financial services to support high-quality development of the real economy and technological innovation, with a focus on flexible investment mechanisms and risk tolerance [1][3]. Group 1: Policy Measures - The newly introduced measures include a total of 50 billion yuan for a technology innovation and entrepreneurship investment mother fund, which will leverage social capital to focus on strategic emerging industries [3]. - The policy framework consists of a "12345" modern financial investment service system, which includes one policy system, two major cultivation projects, three service mechanisms, four service carriers, and five activity brands [1]. - The risk tolerance mechanism allows for significant losses in seed and angel investments, with up to 100% loss permitted for individual projects, marking a shift in the approach of state-owned funds [3][4]. Group 2: Financial Support and Investment - The new policies provide substantial financial support for licensed financial institutions and venture capital firms, with incentives up to 2 million yuan for headquarters and 100,000 yuan for investments in early-stage technology companies [8]. - The Guangzhou Development Zone has over 900 venture capital institutions with a total scale exceeding 270 billion yuan, indicating a robust investment landscape [8]. - Knowledge property rights are emphasized as a key focus area, with policies encouraging companies to use intellectual property as collateral for financing, thus addressing funding challenges for startups [9][11]. Group 3: Economic Impact - The Huangpu District has seen significant growth in its industrial output, with the automotive industry generating 62.36 billion yuan in value, reflecting an 8.7% increase, and the integrated circuit industry growing by 17.1% [13]. - The district's GDP reached 206.91 billion yuan, with a year-on-year growth of 4.0%, surpassing the city's growth rate of 3.8% [13].

一、日常关联交易基本情况 （一）日常关联交易审议程序 公司于 2025 年 7 月 31 日召开第二届董事会独立董事专门会议第一次会议， 审议通过了《关于 2025 年度日常关联交易额度预计的议案》，并对上述议案发表 了一致同意的审核意见。独立董事认为：公司 2025 年度日常关联交易预计额度 符合公司经营发展需要，定价政策将严格遵循公平、公开、公正的原则，符合相 关法律、法规和规范性文件的规定，不存在损害公司或股东利益，特别是中小股 东利益的情形。独立董事专门会议同意本议案，并同意将该议案提交公司董事会 审议。 中信建投证券股份有限公司 关于上海南芯半导体科技股份有限公司 日常关联交易预计的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"、"保荐机构"）作 为上海南芯半导体科技股份有限公司（以下简称"公司"、"南芯科技"）首次公 开发行股票并在科创板上市的保荐机构。根据《中华人民共和国公司法》《中华 人民共和国证券法》 《证券发行上市保荐业务管理办法》 《上海证券交易所科创板 股票上市规则》等有关规定，对南芯科技日常关联交易预计的情况进行了专项核 查，核查情况如下： 公司于 2025 年 7 月 ...

以科创板为代表的资本市场，已成为金融支持集成电路产业自立自强发展的主阵地，正逐步构建起"头部引领、链条完整、协同创新"的良性发展格局。 集成电路产业被誉为现代工业的"粮食"，是物联网、大数据、云计算等新一代信息产业的基石。攀登科技创新的高峰，不仅需要技术研发的硬实力，更离不 开资本的长期浇灌与坚定陪伴。以科创板为代表的资本市场，已成为金融支持集成电路产业自立自强发展的主阵地，正逐步构建起"头部引领、链条完整、 协同创新"的良性发展格局。如何让资本更精准、更持久地赋能集成电路产业，实现其高质量发展？ 陆家嘴金融沙龙第22期活动将于8月2日举行，会议以《智核驱动，智汇未来：资本赋能先导产业》为主题，特邀科创基金、产业资本和领军企业等领域专 家，探讨耐心资本如何支持这一战略性、基础性和先导性产业的高质量发展，助力其更好地强链、补链、延链。 上海科创中心股权投资基金管理有限公司总裁杨斌将担任本场沙龙的主嘉宾，并发表主旨演讲。 杨斌深耕公司金融与金融科技领域30年，在集成电路产业投资布局上有着精准的判断和丰富的实战经验。上海科创基金也扶持了一批优质企业成长，为集成 电路产业的创新发展注入了强劲动能。 陈 理论证司▷週刊 ...

Core Viewpoint - The company has approved the use of part of its raised funds to provide a loan of up to 35 million yuan to its wholly-owned subsidiary, Shenzhen Jinghua Zhixin Microelectronics Co., Ltd., for the implementation of the "R&D Center Construction Project" [1][5][8] Summary of Fundraising Situation - The company raised a total of 1,047,987,200 yuan from its initial public offering, with a net amount of 920,537,016.65 yuan after deducting issuance costs [1] - The funds have been deposited in a special account approved by the board of directors, and a tripartite supervision agreement has been signed with the sponsor and the supervising bank [1][6] Summary of Investment Projects - The company has adjusted its fundraising project plans, including the termination of the "Industrial Control Instrument Chip Upgrade and Industrialization Project" and the extension of the "R&D Center Construction Project" deadline to July 2027 [2][3] - The "R&D Center Construction Project" will now be implemented by the subsidiary Jinghua Zhixin, which will also include the development of smart home control chips [3][5] Loan Details - The loan will be disbursed in batches based on the construction progress and actual funding needs, with a maximum term of two years for each loan [4] - The interest rate will be based on the latest one-year Loan Prime Rate (LPR) published before the loan date [4] Purpose and Impact of the Loan - The loan aims to meet the funding needs of the investment project, ensuring its smooth implementation and aligning with the company's strategic planning [5][6] - The company maintains control over the subsidiary's operations during the loan period, ensuring manageable financial risks [6] Fund Management Post-Loan - The loaned funds will be managed in a special account dedicated to the investment project, with strict compliance to relevant regulations and timely information disclosure [6][7] Approval Process - The board of directors approved the loan at the 18th meeting of the second board session held on July 29, 2025, without needing shareholder approval [7][8] Sponsor's Opinion - The sponsor has confirmed that the loan provision aligns with the company's fundraising plan and does not harm the interests of the company or its shareholders [8]

Core Viewpoint - Jinghua Micro announced the convening of its 18th meeting of the second board of directors on July 29, 2025, to discuss the election of members of the audit committee [2] Financial Performance - For the year 2024, Jinghua Micro's revenue composition is as follows: integrated circuits account for 99.96%, while other businesses account for 0.04% [2]

复旦微电表示，基于复旦大学设有集成芯片与系统国家重点实验室及微电子学院，拥有先进器材及设备，聘用大量尖端专才并在微电子研究及开发方面具 备丰富的知识和经验。公司与复旦大学共同推动产学研合作，有利于公司的经营。 其进一步表示，公司与复旦大学保持稳定的合作关系，本次关联交易不会对公司的独立性产生不利影响，公司主营业务不会因此类交易对关联方形成依 赖。 （校对/黄仁贵） 7月28日，复旦微电发布公告称，公司拟与复旦大学签署《技术服务合同》，委托复旦大学研究开发超大规模FPGA布局布线技术并提供相应的技术支 持，合同金额350万元人民币。交易类别为接受关联方劳务类。 合同于2025年7月28日生效，到2026年12月31日结束。研究开发的知识产权将归公司所有。 ...