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澜起科技布局“A+H”上市:AI赋能业绩增长,深化国际化战略
Sou Hu Cai Jing· 2025-07-23 14:27
撰稿|多客 来源|贝多财经 在"A+H"上市热潮持续升温的背景下,又一家A股上市公司计划开启双资本运作平台模式。近日,澜起科技股份有限公司(下称"澜起科技"或"澜起")向港 交所递交了上市申请,中金公司、摩根士丹利、瑞银集团为其联席保荐人。 公开信息显示,成立于2004年的澜起科技定位数据处理及互连芯片设计公司,致力于为云计算和人工智能领域提供以芯片为基础的解决方案。作为科创板首 批上市企业,该公司于2019年7月登陆上交所,股票代码为"688008"。 本次报考港股上市,澜起有几成把握? 据招股书介绍,澜起科技是一家无晶圆厂集成电路设计公司,致力于为云计算及AI基础设施提供创新、可靠及高能效的互连解决方案,目前拥有互连类芯 片产品线、津逮®服务器平台产品线两大产品线。 基于开放的行业标准,澜起科技的产品组合主要由内存接口芯片及高性能运力芯片组成,能够提供全系列DDR2至DDR5内存接口芯片以及内存模块配套芯 片,包括SPD(串行检测集线器)、TS(温度传感器)及PMIC(电源管理芯片)。 澜起科技在招股书中表示,该公司是DDR4世代"1+9"分布式缓冲内存子系统架构的发明者,以及DDR5世代的先行者,其DD ...
研发费用加计扣除政策问答速览
蓝色柳林财税室· 2025-07-22 11:03
欢迎扫描下方二维码关注: ·· 哪些企业可享受120%加计扣除比例? 仅国家鼓励的 亚 p 97 集成电路 重点设计 工业母机 生产企业 企业 企业 (以清单为准) 其他企业统一按100%扣除。 ··· 问题一 季度预缴按120%扣除,年度汇缴 如何度到E? 需在《研发费用加计扣除优惠明细表》 (A107012) 第50行调整扣除比例, 删 除超额部分并重新计算。 超额享受是否影响纳税信用? 主动更正不影响 经税务机关提醒后未整改的,将按违规处理 并扣减信用评分。 委托境外研发费用的扣除限额 如何计算? 不得超过境内符合条件研发费用的2/3 圆 例: 境内研发费用300万, 境外扣除限额为200万。 ··· 问题节 哪些境外研发费用不可加计扣除? 委托境外个人研发、未登记的委托研发合同费用 X 以及超过限额部分不得扣除 ··· 问题六 A FR B - C OCREPACITIE I the mo on the stop: 赛用如何处理? 需核查《A107012表》第16行与 《A105080表》 折旧合计的勾稽关 系,删除超支部分并更正申报。 ■ 回题 人工费用与工资薪金总额 不匹配的常见原因? 可能将非研 ...
昂瑞微闯上市:大股东一合伙人陷非法集资案,相关股权被冻结
Sou Hu Cai Jing· 2025-07-22 00:18
2024年6月,证监会发布《关于深化科创板改革服务科技创新和新质生产力发展的八条措施》,明确提出"支持具有关键核心技术、市场潜力大、科创属性突 出的优质未盈利科技型企业在科创板上市,提升制度包容性"。 然而除了业绩之外,昂瑞微的身上还有不少"未解之谜"——创始人杨清华在公司加快融资、推动上市之际毫无预兆地"出走",但至今仍活跃在射频芯片行 业;现任实际控制人钱永学则依靠借款取得了公司控制权。 而钱永学控制的北京鑫科作为昂瑞微的第一大股东,还面临着有限合伙人沐盟科技被卷入涉嫌非法吸收公众存款案的风险。在资本市场准入监管趋严的大背 景下,纷繁复杂的股东问题或将成为昂瑞微冲击科创板IPO的最大阻碍。 撰稿|行星 来源|贝多财经 一、持续亏损、资金告急双重承压 据招股书介绍,昂瑞微是一家专注于射频、模拟领域的集成电路设计企业,主要从事面向智能移动终端的5G/4G/3G/2G全系列射频前端芯片产品、面向物联 网的射频SoC芯片及其他模拟芯片的研发、设计与销售。 目前,昂瑞微的射频前端芯片产品已在全球前十大智能手机终端中除苹果外所有品牌客户实现规模销售,包括荣耀、三星、vivo、小米、OPPO等;射频 SoC芯片产品已导 ...
IPO一周要闻丨香港上市井喷 北芯生命上会
Jin Rong Jie· 2025-07-20 00:22
最近一周(7月14日—7月18日),港股IPO市场稍显平静,共有3家公司递交了上市申请,分别为老乡 鸡、星源材质(300568.SZ)和澜起科技(688008.SH);1家公司启动招股,即首钢朗泽 (02553.HK),但由于与首钢吉元相关的纠纷仍在持续,期间首钢朗泽再度叫停招股,并进一步延迟 港股IPO。 仍有A股公司宣布启动赴港IPO筹备工作,其中包括天赐材料(002709.SZ)、星宸科技(301536.SZ) 和云天励飞(688343.SH)。 近日,上交所发布了《上交所上市审核委员会2025年第23次审议会议公告》。上交所上市审核委员会定 于7月18日召开2025年第23次上市审核委员会审议会议。审议的发行人是北芯生命。这是继禾元生物之 后,2025年第二家上会采用科创板第五套标准上市的企业。 一、A股动态:零上会,科创板"第五套标准"第二单将登场 本周A股IPO仅一家科创板企业上会——深圳北芯生命科技股份有限公司(简称"北芯生命")。7月18 日,北芯生命IPO顺利通过审核,本次IPO拟募资9.52亿元,由中金公司担任保荐机构。 值得一提的是,继禾元生物过会后,北芯生命是本月第二家选取第五套标准的 ...
芯原股份: 独立董事候选人声明与承诺-Dahong Qian
Zheng Quan Zhi Xing· 2025-07-14 16:29
Core Viewpoint - The candidate Dahong Qian has been nominated as an independent director for the third board of Chip Original Microelectronics (Shanghai) Co., Ltd, affirming their qualifications and independence [1] Summary by Relevant Sections - **Qualifications and Experience** - The candidate possesses basic knowledge of listed company operations and is familiar with relevant laws, regulations, and normative documents, with over five years of experience in law, economics, accounting, finance, and management necessary for fulfilling independent director responsibilities [1] - **Compliance with Regulations** - The candidate's qualifications meet the requirements set forth by various laws and regulations, including: - The Company Law of the People's Republic of China regarding director qualifications - The Civil Servant Law concerning concurrent positions (if applicable) - The China Securities Regulatory Commission's regulations on independent directors - Notifications from the Central Commission for Discipline Inspection and other relevant bodies regarding the roles of independent directors and supervisors [1]
芯原股份: 独立董事提名人声明与承诺-黄生
Zheng Quan Zhi Xing· 2025-07-14 16:29
Core Points - The independent director candidate Huang Sheng has been nominated for the third board of directors of Chip Origin Microelectronics (Shanghai) Co., Ltd. [1] - The nominee has agreed in writing to serve as an independent director candidate and possesses the necessary qualifications for the role [1] Summary by Sections Nomination and Qualifications - The nominee has a basic understanding of the operations of listed companies and is familiar with relevant laws, regulations, and normative documents, with over five years of experience in law, economics, accounting, finance, or management [1] - The nominee has participated in training and obtained relevant certification recognized by the stock exchange [1] Compliance with Regulations - The nominee meets the requirements set forth by various laws and regulations, including the Company Law of the People's Republic of China and the Management Measures for Independent Directors of Listed Companies by the China Securities Regulatory Commission [1] - The nominee's qualifications also comply with additional regulations regarding public officials and independent directors, ensuring no conflicts of interest exist [1]
芯原股份: 股东会议事规则(2025年7月修订)
Zheng Quan Zhi Xing· 2025-07-14 16:29
Core Points - The document outlines the rules and procedures for the shareholders' meeting of Chip Original Microelectronics (Shanghai) Co., Ltd, aiming to ensure legal, orderly, efficient, and equitable exercise of rights by shareholders [1][2][3] Group 1: General Principles - The rules apply to the shareholders' meeting and bind all shareholders, their agents, directors, and other relevant personnel [2] - The company must strictly follow legal and regulatory requirements when convening the shareholders' meeting, ensuring shareholders can exercise their rights [3][4] - The meeting should adhere to a principle of simplicity, avoiding additional benefits for attending shareholders [5] Group 2: Powers of the Shareholders' Meeting - The shareholders' meeting is the power institution of the company, exercising rights within the scope defined by law and the company’s articles of association [6][7] - Certain transactions must be submitted for shareholders' approval if they meet specified thresholds, such as asset total exceeding 50% of total audited assets or transaction amounts exceeding 50% of market value [8][9] Group 3: Meeting Procedures - The shareholders' meeting can be annual or temporary, with the annual meeting required to be held within six months after the end of the previous fiscal year [10][11] - Temporary meetings must be convened within two months of certain events, such as significant losses or requests from shareholders holding over 10% of shares [12][13] Group 4: Proposals and Notifications - Proposals must fall within the powers of the shareholders' meeting and be clearly defined [18][19] - Notifications for meetings must be sent out in advance, detailing the agenda and allowing shareholders to prepare adequately [20][21] Group 5: Voting and Resolutions - Resolutions can be ordinary or special, requiring a majority or two-thirds majority of the voting rights, respectively [43][44] - Voting rights are based on the number of shares held, with each share granting one vote [46][47] Group 6: Meeting Records - The company must maintain detailed records of the meeting, including attendance, proposals discussed, and voting results [63][64] - The rules specify that the meeting records must be preserved for a minimum period [65]
芯原股份: 董事、高级管理人员和核心技术人员所持公司股份及其变动管理办法(2025年7月修订)
Zheng Quan Zhi Xing· 2025-07-14 16:29
Core Points - The document outlines the management measures for the shares held by the board members, senior management, and core technical personnel of the company, aiming to maintain market order and comply with relevant laws and regulations [1][2] - The measures apply to all shares held by the aforementioned personnel, including those held in multiple accounts and through margin trading [2] - Restrictions on share transfer include a one-year lock-up period post-listing, a six-month restriction after leaving the company, and other conditions related to legal investigations or penalties [4][5] - After the company becomes profitable, board members and senior management can reduce their holdings of pre-IPO shares following the disclosure of the annual report [4][5] - A detailed reporting process is established for share reduction plans, requiring disclosure of the number of shares, transfer methods, and reasons for reduction [5][6] - There are specific trading restrictions for board members and senior management around the time of financial report announcements and significant corporate events [6][7] - Core technical personnel are subject to similar restrictions as board members, with additional limitations on the percentage of shares they can transfer within a specified timeframe [7][8] - The company is responsible for ensuring accurate and timely reporting of shareholdings and transactions by its board members and senior management [9][10] - The document emphasizes compliance with national laws and regulations, and any conflicts with future regulations will be resolved according to the latest legal standards [10]
芯原股份: 对外投资管理制度(2025年7月修订)
Zheng Quan Zhi Xing· 2025-07-14 16:29
第一章 总则 二○二五年七月 芯原微电子(上海)股份有限公司 对外投资管理制度 芯原微电子(上海)股份有限公司 对外投资管理制度 (2025 年 7 月修订,待公司股东大会审议通过) 第一条 为规范芯原微电子(上海)股份有限公司(以下简称"公司")的 对外投资行为,加强公司对外投资管理,防范对外投资风险,保障对外投资安全, 提高对外投资效益,维护公司形象和投资者的利益,依照《中华人民共和国公司 法》(以下简称"《公司法》")、《科创板上市公司持续监管办法(试行)》、 《上海证券交易所科创板股票上市规则》等法律、法规、规范性文件以及《芯原 微电子(上海)股份有限公司章程》(以下简称"公司章程")的规定,并结合公 司的实际情况制定本制度。 第三条 按照投资期限的长短,公司对外投资分为短期投资和长期投资。 短期投资主要指公司购入的能随时变现且持有时间不超过 1 年(含 1 年)的 投资,包括各种股票、债券、基金、分红型保险等。 长期投资主要指投资期限超过 1 年,不能随时变现或不准备变现的各种投资, 包括债券投资、股权投资和其他投资等。包括但不限于下列类型: (一) 公司独立兴办的企业或独立出资的经营项目; (二) ...
芯原股份: 累积投票制实施细则(2025年7月修订)
Zheng Quan Zhi Xing· 2025-07-14 16:29
Core Points - The implementation rules for the cumulative voting system aim to enhance corporate governance and protect the interests of minority shareholders [1][5] - The cumulative voting system allows shareholders to allocate their voting rights among candidates for non-employee director positions, enabling concentrated voting for a single candidate or distributed voting among multiple candidates [2][3] Summary by Sections Cumulative Voting System - The cumulative voting system grants each share the same number of votes as the number of directors to be elected, allowing shareholders to concentrate their votes [1][2] - Independent directors must be elected separately from other board members, and the election of independent directors requires the use of the cumulative voting system [1][3] Voting Process - Shareholders holding more than 1% of voting shares can propose director candidates before the shareholder meeting [2] - The voting rights for independent and non-independent directors are calculated based on the number of shares held multiplied by the number of directors to be elected [6][7] Election Mechanism - Votes can be concentrated on one candidate or distributed among several, with specific rules for determining the elected candidates based on the total votes received [3][4] - If the total votes exceed the legal voting rights, the ballot will be deemed invalid, while any unused votes will be considered as waived [5] Implementation and Amendments - The rules will take effect upon approval by the shareholder meeting and can be amended by the board of directors, subject to shareholder approval [5][6]