半导体制造

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甬矽电子子公司拟参与竞拍宁波宇昌100%股权
Zhi Tong Cai Jing· 2025-10-13 14:44
Core Viewpoint - Yongxi Electronics (688362.SH) announced that Yao City Changhai Construction Development Co., Ltd. is publicly offering for sale its 100% stake in Ningbo Yuchang Construction Development Co., Ltd. with a transfer base price of 486 million yuan [1] Group 1 - The company's subsidiary, Yongxi Semiconductor (Ningbo) Co., Ltd., intends to participate in the bidding for the stake held by Yao City Changhai [1] - If the bidding is successful, Ningbo Yuchang will become a wholly-owned subsidiary of the company's controlling subsidiary, thus being included in the company's consolidated financial statements [1] - The controlling subsidiary, Yongxi Semiconductor, will no longer need to lease factory space for daily operations, resulting in savings on long-term rental expenses for the Ningbo Yuchang factory [1]
甬矽电子(688362.SH)子公司拟参与竞拍宁波宇昌100%股权
智通财经网· 2025-10-13 14:42
Core Viewpoint - Yongxi Electronics (688362.SH) announced the public auction of 100% equity in Ningbo Yuchang Construction Development Co., Ltd. by Yuyou Changhai, with a base transfer price of 486 million yuan [1] Group 1: Company Actions - Yongxi Semiconductor (Ningbo) Co., Ltd. plans to participate in the bidding for the equity held by Yuyou Changhai [1] - If the bidding is successful, Ningbo Yuchang will become a wholly-owned subsidiary of Yongxi Semiconductor and will be included in the company's consolidated financial statements [1] Group 2: Financial Implications - The acquisition will allow Yongxi Semiconductor to avoid leasing factory space for daily operations, resulting in savings on long-term rental expenses for the Ningbo Yuchang factory [1]
A股大反弹,多股尾盘涨停
Zheng Quan Shi Bao· 2025-10-13 10:39
Market Overview - A-shares experienced a significant decline in the morning session but rebounded in the afternoon, with the Sci-Tech Innovation 50 Index showing strength [1] - The Shanghai Composite Index closed down 0.19% at 3889.5 points, the Shenzhen Component Index fell 0.93% to 13231.47 points, and the ChiNext Index decreased by 1.11% to 3078.76 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 23,745 billion yuan, a decrease of 1,600 billion yuan compared to the previous trading day [1] Sector Performance - Over 3,600 stocks in the market were in the red, with declines in sectors such as automotive, oil, liquor, and pharmaceuticals [1] - The rare earth sector saw a resurgence, with stocks like China Rare Earth and Northern Rare Earth hitting the daily limit [3][4] - The banking sector experienced gains, with China Construction Bank rising over 5% [1] - The semiconductor sector rebounded, with Huahong Semiconductor hitting the daily limit and SMIC rising nearly 7% [1][7] Rare Earth Sector - The rare earth sector exploded again, with stocks like Jiuling Technology rising nearly 27% and several others hitting the daily limit [3][4] - The Ministry of Commerce announced new export controls on rare earth-related items, expanding the scope to include technologies and equipment related to rare earth recycling [5] - Citic Securities indicated that the security of rare earth resources has become a core aspect of national security, suggesting a positive outlook for the rare earth industry [5] Semiconductor Sector - The semiconductor sector rebounded after a significant pullback, with stocks like Ruvi Optoelectronics and Huahong Semiconductor both hitting the daily limit [7][8] - The market is closely monitoring potential export controls from the U.S. on key software types, which could impact the semiconductor industry [8] Hong Kong Market - Yao Cai Securities surged nearly 40% during trading, closing up 34.5% with a trading volume of 2.06 billion HKD [10] - The stock received approval from the Hong Kong Securities and Futures Commission for an acquisition by Ant Group, which is currently in the process of completing necessary approvals [10]
A股,大反弹!多股尾盘涨停!
证券时报· 2025-10-13 10:16
Market Overview - A-shares experienced a significant decline in the morning session, with the Shanghai Composite Index opening down over 2% and the ChiNext Index down over 4%, before stabilizing in the afternoon [1] - The Shanghai Composite Index closed down 0.19% at 3889.5 points, the Shenzhen Component Index down 0.93% at 13231.47 points, and the ChiNext Index down 1.11% at 3078.76 points, while the Sci-Tech Innovation 50 Index rose by 1.4% [1] - Total trading volume in the Shanghai and Shenzhen markets was 23.745 billion yuan, a decrease of 1.6 billion yuan from the previous trading day [1] Sector Performance - Over 3600 stocks in the market were in the red, with declines in sectors such as automotive, oil, liquor, and pharmaceuticals [1] - The rare earth sector saw a strong performance, with stocks like China Rare Earth, Northern Rare Earth, and Western Gold hitting the daily limit [4][6] - The banking sector also saw gains, with China Construction Bank rising over 5% [1] - The semiconductor sector rebounded, with companies like Huahong Semiconductor and Zhaoxin Semiconductor nearing their daily limits [1][7] Rare Earth Sector - The rare earth sector experienced a significant surge, with stocks such as Jiuling Technology rising nearly 27% and several others hitting the daily limit [4] - The Ministry of Commerce announced new export controls on rare earth-related items, which is expected to enhance the strategic position of China's rare earth industry and potentially lead to price increases [6] - Analysts predict that the rare earth industry chain's performance may improve sequentially in the third and fourth quarters of this year [6] Semiconductor Sector - The semiconductor sector showed signs of recovery, with notable gains in stocks like Huahong Semiconductor, which closed at a 20% increase [7][8] - The sector's rebound is attributed to market dynamics and potential shifts in supply chains due to geopolitical factors [9] Company Highlights - Yao Cai Securities saw a significant increase of over 34% following the approval of an acquisition by Ant Group, with a closing price increase of 34.5% and a trading volume of 2.06 billion HKD [10][11] - The acquisition process is ongoing, with necessary approvals being sought from relevant authorities [12]
东芯股份:询价转让初步定价为82.5元/股
Mei Ri Jing Ji Xin Wen· 2025-10-13 10:09
每经AI快讯,10月13日,东芯股份(688110.SH)公告称,根据2025年10月13日询价申购情况,本次询价 转让初步确定的转让价格为82.50元/股。参与本次询价转让报价的机构投资者家数为13家,涵盖了基金 管理公司、合格境外机构投资者、私募基金管理人、证券公司等专业机构投资者。本次询价转让拟转让 股份已获全额认购,初步确定受让方为12家机构投资者,拟受让股份总数为1326.75万股。 ...
荷兰“抢劫”闻泰科技,安世半导体控制权闪电变天?
Sou Hu Cai Jing· 2025-10-13 10:04
暂停张学政在安世半导体控股的执行董事与CEO 职权,并将闻泰科技全资子公司裕成控股持有的 99% 股权交由第三方托管。 10月 7 日,庭审裁决进一步明确,上述措施将持续至调查终结,同时新增一名拥有决定性投票权的独立外籍董事。 文|高见pro 10月12日,闻泰科技发布一则公告,其核心半导体子公司安世半导体(Nexperia)遭遇了一场来自荷兰政府与公司部分外籍高管的"内外夹 击",导致闻泰科技对安世半导体暂时失去了控制权。 根据公告,事件发展如下: 10月1日,荷兰企业法庭应安世半导体外籍高管请求,法庭生效临时措施: 也就是说,闻泰科技对安世半导体失去了控制权。而这一切,始于9月30日的那道政令。 当日,荷兰经济事务与气候政策部下达部长令,要求安世半导体全球30个主体在一年内,不得对资产、知识产权、业务及人员进行任何调 整。 从荷兰政府下达部长令,到中方CEO被暂停职务、股权被托管,一场针对年收入147亿元的半导体企业的控制权争夺,在短短七日内尘埃 落定。 这七天内究竟发生了什么,使安世半导体控制权变天?这起事件的背后,又透露出哪些信息? 荷兰政企联动,"合规夺权"? 这场控制权争夺战的一大疑点在于,荷兰政 ...
SU7起火,小米跌超8%;“失联25天”,万科董事长辞职;宗泽后、宗馥莉打擂台;147亿被冻结,闻泰科技复牌跌停 || 大件事
Sou Hu Cai Jing· 2025-10-13 09:53
wumiancaijing.com 最热的泛财经新闻,都在这儿了。 重要提醒!!!为防失联,请"星标"我们!进入无冕财经公众号,点击右上角"...",再"",以便您及时接收每篇推送~ 本文由无冕财经(wumiancaijing)整理发布 资讯整理:海棠葉 编辑:程程 设计:岚昇 SU7失控起火,小米股价跌超8% 雷军30天内掉粉近30万 10月13日凌晨,四川成都天府大道主干道, 一辆疑似小米SU7 Ultra的车辆在行驶中发生碰撞后起火燃烧,多人合力救援未能打开SU7车门。 根据多名目击者的行车记录仪显示,一辆小米SU7在行驶中先是摇摆不定,有网友称一起等红绿灯时,还听到该车驾驶员在大声吼叫。随后车辆超速失 控,先与绿化带发生碰撞,随后翻滚至对向车道并起火。 据报道,驾驶位有人员被困,多名路人主动参与救援,徒手或用工具猛砸车窗,有路人的手都流了血,还有人拿来了灭火器,但因车门无法打开且火势迅 猛,救援失败。 一名现场目击者表示,他是跟消防车一起到的,约在凌晨3点半,"到的时候火已经控制住了,但是中间火势变大,最后也灭了。人没有救出来,最后是用 电锯切开的门。" 据另一目击者回忆,当时尽管焚烧严重,涉事小米车 ...
三安光电(600703.SH):已发布首代沟槽MOSFET技术平台,目前处于送样阶段
Ge Long Hui· 2025-10-13 07:48
格隆汇10月13日丨三安光电(600703.SH)在互动平台表示,公司已发布首代沟槽MOSFET技术平台,目 前处于送样阶段。 ...
子公司安世半导体“失控”,闻泰科技一字跌停
Huan Qiu Lao Hu Cai Jing· 2025-10-13 05:37
10月12日晚,闻泰科技发布公告称,其控股子公司安世半导体正遭遇荷兰政府与司法机构的双重限制。 荷兰政府于9月30日下达指令,冻结安世全球30个主体的资产、知识产权等调整权限,冻结期限为一 年。 紧接着,安世半导体的部分外籍高管向企业法庭提起紧急申请。荷兰企业法院在未进行庭审的情况下, 就作出即时生效裁决,包括暂停张学政的职务和职权等。此外,还要任命一名独立于公司的外籍人士担 任安世半导体控股及安世半导体的非执行董事,赋予其决定性投票权。 对此,闻泰科技已启动多维度应对预案,并在公告中表示,目前安世日常经营仍在持续运转。虽公司对 其控制权暂时受限,但作为股东的经济收益权未受影响。 或受该消息影响,13日复牌后,闻泰科技开盘即跌停,公司市值最新报520.6亿元。 据了解,自今年3月起,闻泰科技已陆续剥离全部产品集成业务,开始全面聚焦半导体业务。而安世半 导体则是闻泰科技半导体业务承载平台。根据芯谋研究数据,2024年安世半导体位居全球功率分立器件 营收第三位。 从发展历程来看,安世半导体前身为荷兰飞利浦半导体标准产品事业部,自 1920 年起便深耕半导体领 域,在功率器件、逻辑芯片等领域有成熟的技术经验。201 ...
突发!闻泰科技147亿资产被荷兰冻结!
国芯网· 2025-10-13 04:58
国芯网[原:中国半导体论坛] 振兴国产半导体产业! 不拘中国、 放眼世界 ! 关注 世界半导体论坛 ↓ ↓ ↓ 10月12日晚间,闻泰科技公告,荷兰政府9月30日发出指令,要求冻结闻泰科技的控股子公司安世半导 体,对资产、知识产权等进行调整,为期一年。 与此同时,安世半导体部分外籍高管要求闻泰科技转让安世半导体股权,暂停闻泰科技委派的CEO职 务。荷兰企业法院即时生效了几项紧急措施,包括暂停张学政作为CEO的职务和职权。 业绩方面,闻泰科技称,自完成对安世半导体100%股权收购后,带领其经营质量实现全面跃升,在财 务表现、技术资产积累、运营韧性与市场地位等方面均显著超越历史水平。 安世半导体的营收于2022年达23.6亿欧元的峰值;毛利率也从2020年的25%大幅提升至2022年的 42.4%。2024年10月,安世半导体已还清所有前期债务,实现"零负债"运行。 同时,安世研发投入持续稳步增长,从2019年的1.12亿欧元增至2024年的2.84亿欧元,且其中资本化的 比例不断提高。公司全球新专利申请量从2022年开始显著增加,是过去3、4年的专利新申请量的总和。 从2019年及之前的每年10-15件,202 ...