公众号记得加星标⭐️，第一时间看推送不会错过。 近日，通富微电子股份有限公司（证券代码：002156，简称 "通富微电"）发布 2026 年度向特定对象发行 A 股股票募集资金 使用的可行性分析报告，计划募资不超过 44 亿元，聚焦存储芯片、汽车电子、晶圆级封装、高性能计算及通信等核心领域的产 能提升，并补充流动资金及偿还银行贷款，全面强化公司在半导体封测行业的综合竞争力。 通富微电表示，本次募资项目均围绕主营业务展开，符合国家产业政策与公司发展战略。项目实施后，公司将进一步优化产能 布局、提升技术实力，增强在存储、车载、先进封装等核心领域的竞争力，有效把握下游市场增长机遇。同时，总资产与净资 产规模的增长将提升公司抗风险能力，推动经营业绩与盈利能力持续改善，符合公司及全体股东的长远利益。目前，各项目均 已按规定推进报批程序，为顺利实施奠定坚实基础。 （来源 ：半导体行业观察根据通富微电公告汇总 ） | )ਤੇ 름 | 项目 | 项目投资总额 | 拟使用募集资金 | | --- | --- | --- | --- | | | | | 投入 | | 1 | 存储芯片封测产能提升项目 | 88,837.47 | ...

北京商报讯(记者马换换李佳雪)1月9日晚间，通富微电（002156）披露公告称，公司拟向特定对象发行 股票，募集资金总额不超过44亿元(含本数)。 通富微电表示，定增募资扣除发行费用后拟全部用于存储芯片封测产能提升项目、汽车等新兴应用领域 封测产能提升项目、晶圆级封测产能提升项目、高性能计算及通信领域封测产能提升项目以及补充流动 资金及偿还银行贷款。 ...

每经AI快讯，通富微电1月9日晚间发布公告称，本次向特定对象发行股票的方案及相关事项已经公司 第八届董事会第十六次会议审议通过，本次发行对象为不超过35名符合中国证监会规定条件的特定对 象，本次向特定对象发行股票的数量按照募集资金总额除以发行价格确定，且不超过本次发行前公司总 股本的30%，即本次发行不超过约4.55亿股（含本数）。本次向特定对象发行股票的发行价格为不低于 定价基准日前二十个交易日公司股票交易均价的80%。本次发行拟募集不超过44亿元，募集资金用于以 下用途：存储芯片封测产能提升项目，总投资约8.88亿元，拟投入募集资金8亿元；汽车等新兴应用领 域封测产能提升项目，总投资约11亿元，拟投入募集资金10.55亿元；晶圆级封测产能提升项目，总投 资约7.43亿元，拟投入募集资金6.95亿元；高性能计算及通信领域封测产能提升项目，总投资约7.24亿 元，拟投入募集资金6.2亿元；补充流动资金及偿还银行贷款项目，总投资12.3亿元，拟投入募集资金 12.3亿元。 （记者 曾健辉） 每经头条（nbdtoutiao）——20余省份机制电价揭晓！上海比山东高84%，浙江比辽宁高31%⋯⋯专家： 企业用电成本 ...

此外，本次向特定对象发行股票募集资金总额不超过44亿元(含本数)，扣除发行费用后拟全部用于存储 芯片封测产能提升项目、汽车等新兴应用领域封测产能提升项目、晶圆级封测产能提升项目、高性能计 算及通信领域封测产能提升项目、补充流动资金及偿还银行贷款。 通富微电（002156）(002156.SZ)披露2026年度向特定对象发行A股股票预案，公司拟向不超过35名特定 对象发行股票，发行价格为不低于定价基准日前二十个交易日公司股票交易均价的80%，数量按照募集 资金总额除以发行价格确定，且不超过本次发行前公司总股本的30%，即本次发行不超过4.55亿股(含本 数)。 ...

此外，本次向特定对象发行股票募集资金总额不超过44亿元(含本数)，扣除发行费用后拟全部用于存储 芯片封测产能提升项目、汽车等新兴应用领域封测产能提升项目、晶圆级封测产能提升项目、高性能计 算及通信领域封测产能提升项目、补充流动资金及偿还银行贷款。 智通财经APP讯，通富微电(002156.SZ)披露2026年度向特定对象发行A股股票预案，公司拟向不超过35 名特定对象发行股票，发行价格为不低于定价基准日前二十个交易日公司股票交易均价的80%，数量按 照募集资金总额除以发行价格确定，且不超过本次发行前公司总股本的30%，即本次发行不超过4.55亿 股(含本数)。 ...

人民财讯1月9日电，通富微电(002156)1月9日公告，公司拟向特定对象发行股票募集资金总额不超过44 亿元，将用于存储芯片封测产能提升项目、汽车等新兴应用领域封测产能提升项目、晶圆级封测产能提 升项目、高性能计算及通信领域封测产能提升项目、补充流动资金及偿还银行贷款。 转自：证券时报 ...

Group 1 - The core point of the article is that the company, Deep Konka A, has reported that its Yancheng storage chip packaging and testing industrial park has a monthly production capacity of 4KK [1]

Group 1 - The National Development and Reform Commission and another department issued guidelines for the deployment and application of AI large models in the public sector, indicating that the software industry is accelerating its evolution under the empowerment of large models [1] - Two major rare earth giants have raised prices by 37% month-on-month, with institutions stating that the industry is showing a resonance pattern on both supply and demand sides; one company specializes in high-performance rare earth permanent magnet materials such as sintered neodymium iron boron and sintered samarium cobalt [1] - A company has established a full-chain industry layout from storage chip packaging and testing to storage module assembly [1]

Group 1 - The core viewpoint of the report is that Huicheng Co., Ltd. (688403.SH) is rated as a "buy" due to its strong position in the display driver chip packaging and testing industry, with ongoing expansion of high-end capacity [1] - The company is expected to benefit from the trend of domestic production in the display industry, with AMOLED and automotive-grade chip packaging and testing likely to contribute additional growth [1] - Huicheng Co., Ltd. is also expanding into storage chip packaging technology, which opens up new growth opportunities for the company [1] Group 2 - The report highlights several risks, including the potential for lower-than-expected downstream demand, high customer concentration, intensified industry competition, and risks associated with capacity construction [1] - Additional risks mentioned include the significant depreciation of new fixed assets, challenges in new business development, and currency fluctuation risks [1]

Group 1 - Konka has officially become a business unit under China Resources Group, marking a significant change in its ownership structure [1][2] - The company has been facing continuous losses for three years, with net profits of -1.471 billion yuan in 2022, -2.164 billion yuan in 2023, and an expected loss of -0.36 billion to -0.5 billion yuan in the first half of 2025 [2][3] - The integration aims to clarify strategic direction, optimize resource allocation, and enhance technological and market competitiveness [1][2] Group 2 - The ownership change was initiated on April 9, 2025, with a notification from the controlling shareholder, Overseas Chinese Town Group, regarding the professional integration of state-owned enterprises [2][3] - The new major shareholder, Panshi Run Chuang (Shenzhen) Information Management Co., Ltd., holds 5.24 billion A-shares, accounting for 21.76% of the total share capital [3] - The strategic integration is part of a broader trend of state-owned enterprise reform, with China Resources Group aiming to strengthen its position in technology and emerging industries [3][4] Group 3 - Konka's semiconductor business, initiated in 2017, is still in the early stages of industrialization but holds strategic value for China Resources [5] - The integration is expected to create synergies between Konka's semiconductor operations and China Resources' existing semiconductor businesses, particularly in areas like 3D packaging and automotive electronics [5] - China Resources has committed to resolving potential competition issues between Konka and its subsidiary, Changdian Technology, within five years [5] Group 4 - The home appliance market is shifting from incremental competition to stock competition, with smart and green technologies becoming key differentiators [6] - Konka's market share is below 5%, ranking 8th offline and 12th online in the TV market, with a less than 1% share in the high-end segment [6] - To revitalize Konka, China Resources will need to focus on brand rebuilding, technological development, and channel integration [6]