长江商报消息 在湖南地区运营35座加油站的和顺石油（603353.SH）将要跨界布局半导体行业。 11月16日晚间，和顺石油披露对外收购计划，拟以现金方式，通过收购股权及增资、表决权委托的方 式，取得上海奎芯集成电路设计有限公司（以下简称"奎芯科技"）控制权。 本次交易中，奎芯科技100%股权的价值不高于15.88亿元（增资后估值），和顺石油预计最终交易价格 不高于5.4亿元。 根据交易方案，和顺石油拟以收购股权及增资方式购买奎芯科技不低于34%的股权。同时，奎芯科技的 实控人陈琬宜控制的主体将奎芯科技17%的股权表决权委托给和顺石油，确保和顺石油能够控制奎芯科 技有表决权股份的51%，即和顺石油取得奎芯科技的控制权。 本次交易完成后，和顺石油委派董事占据奎芯科技董事会席位三分之二，奎芯科技财务总监将由和顺石 油推荐的人员担任，和顺石油将对奎芯科技的经营、人事、财务等事项拥有决策权，奎芯科技将纳入和 顺石油合并报表范围，成为上市公司控股子公司。 目前，本次交易的评估/审计工作尚未完成，交易价格尚未确定。双方确认，奎芯科技100%的股权价值 不高于15.88亿元（增资后估值），预计最终交易金额不高于5.4亿元。 ...

Core Viewpoint - Heshun Petroleum (603353) is gaining investor interest due to its plan to acquire control of semiconductor IP company Shanghai Kuixin Integrated Circuit Design Co., Ltd. (Kuixin Technology), despite facing performance pressures and the target company's projected losses in the near term [1][3][4]. Group 1: Acquisition Details - Heshun Petroleum plans to acquire at least 34% of Kuixin Technology's equity through cash and control 51% of the voting rights via a voting rights entrustment [3]. - The total valuation of Kuixin Technology is estimated at no more than 1.588 billion yuan, with the final transaction amount expected to be under 540 million yuan [3]. - The controlling shareholders of Heshun Petroleum will transfer 10.3144 million shares, representing 6% of the total share capital, to Kuixin Technology's controlling shareholder at a price of 22.932 yuan per share, totaling 237 million yuan [3]. Group 2: Financial Performance - Kuixin Technology is projected to report losses in net profit for the first half of 2025, with revenues of approximately 146 million yuan, 193 million yuan, and 110 million yuan for 2023, 2024, and the first half of 2025, respectively [5]. - Heshun Petroleum's revenue and net profit have been declining, with revenues of approximately 3.994 billion yuan, 3.273 billion yuan, and 2.812 billion yuan from 2022 to 2024, and corresponding net profits of approximately 104 million yuan, 52.23 million yuan, and 29.27 million yuan [6]. Group 3: Strategic Outlook - The acquisition represents a cross-industry merger, as Heshun Petroleum's main business is in refined oil retail and wholesale, while Kuixin Technology focuses on integrated circuit IP and Chiplet product development [4]. - Heshun Petroleum aims to leverage the semiconductor IP sector's growth potential to find new revenue streams and ensure sustainable development [6][7].

据了解，和顺石油深耕成品油零售和批发的主营业务，并稳步拓展新能源充电站。而本次拟并购的标的公司奎芯科技则是一家专注于集成电路IP和Chiplet产 品研发的供应商，致力于解决算力扩展与高速互联问题，主要产品和服务包括各种高速接口IP和基于互联IP的Chiplet解决方案和芯片设计服务。 不难看出，本次交易系一次跨界并购。而作为一家成品油企业，和顺石油本次"执意"跨界半导体IP领域也承担着一定风险。 和顺石油在公告中直言，公司主营业务与标的公司主营业务属于不同的行业，本次交易前上市公司无相关行业的管理经验，公司在跨行业运营管理能力、协 调整合能力等方面将面临一定的考验。本次交易存在收购整合风险。 和顺石油（603353）欲跨界半导体一事受到投资者热捧。在披露拟取得半导体IP企业上海奎芯集成电路设计有限公司（以下简称"奎芯科技"）控制权的消息 后，股价已"提前"涨停的和顺石油，于11月17日再度涨停收盘，斩获"二连板"。不过需要注意的是，在高涨的市场热度背后，标的公司奎芯科技2025年上半 年净利处于亏损状态；与此同时，和顺石油也正面临一定的业绩压力，公司2023年、2024年以及2025年前三季度营收、净利均接 ...

Group 1: Share Transfer Announcements - Fudan Microelectronics (688385) announced that Guosheng Investment will acquire 12.99% of its shares from Fuxin Fangao for 5.144 billion yuan, making Guosheng the largest shareholder [3][4][5] - Heshun Petroleum's actual controllers plan to transfer 6% of the company's shares to Chen Wanyi for a total price of 236.5 million yuan [3][6] - Chuangyue Health is undergoing a control change, with a significant share transfer agreement signed, which will lead to a new major shareholder [3][8][10] Group 2: Financial Performance and Projections - Fudan Microelectronics reported Q3 2025 revenue of 1.186 billion yuan, a year-on-year increase of 33.28% and a quarter-on-quarter increase of 24.68%, with a net profit of 137 million yuan, up 72.69% year-on-year [5] - Heshun Petroleum is acquiring at least 34% of Kuixin Technology, with a total valuation of no more than 1.588 billion yuan, and expects to control 51% of the voting rights [6][7] - Kuixin Technology has revenue commitments from 2025 to 2028, with annual revenues projected to be no less than 300 million yuan in 2025, increasing to 750 million yuan by 2028 [7] Group 3: Strategic Moves and Partnerships - The share transfer of Fudan Microelectronics is part of a strategy to enhance collaboration with Shanghai's state-owned assets in the semiconductor sector [4][5] - Heshun Petroleum's acquisition of Kuixin Technology aims to optimize its share structure and bind key management personnel to performance commitments [6][7] - Chuangyue Health's control change involves a strategic partnership with Hangzhou Better Investment, which will lead to a significant shift in the company's governance [8][9][10]

北京商报讯(记者马换换王蔓蕾)11月14日股价涨停收盘的和顺石油（603353），于11月16日晚间披露了 重组消息。11月16日晚间，公司披露公告称，拟以现金方式，通过收购股权及增资购买上海奎芯集成电 路设计有限公司(以下简称"奎芯科技")不低于34%的股权，同时通过表决权委托，合计控制标的公司 51%表决权，即取得标的公司的控制权。 公告显示，奎芯科技100%的股权价值不高于15.88亿元(增资后估值)，预计最终交易金额不高于5.4亿 元。本次交易不构成《上市公司重大资产重组管理办法》规定的重大资产重组。本次交易不涉及公司发 行股份，也不会导致公司控股股东和实际控制人发生变更。 和顺石油表示，奎芯科技是一家专注于集成电路IP和Chiplet产品研发的供应商，致力于解决算力扩展与 高速互联问题，主要产品和服务包括各种高速接口IP和基于互联IP的Chiplet解决方案和芯片设计服务。 同日晚间，和顺石油披露公告称，公司实际控制人晏喜明、赵尊铭及其一致行动人赵雄拟将合计持有的 公司无限售条件流通股份1031.44万股，占公司总股本的6%，通过协议转让的方式转让给陈琬宜。 交易行情显示，11月14日，和顺石油涨停 ...

转自：证券时报 奎芯科技是一家专注于集成电路IP和Chiplet产品研发的供应商，致力于解决算力扩展与高速互联问题， 主要产品和服务包括各种高速接口IP和基于互联IP的Chiplet解决方案和芯片设计服务。奎芯科技目前已 服务超60家客户，主要覆盖AI、数据中心等多个行业，标杆客户包括国际存储行业巨头以及AI领域独 角兽企业。 人民财讯11月16日电，和顺石油(603353)11月16日公告，公司拟以现金方式通过收购股权及增资购买上 海奎芯集成电路设计有限公司（简称"奎芯科技"）不低于34%的股权，同时通过表决权委托，合计控制 奎芯科技51%表决权，即取得奎芯科技的控制权。双方确认，奎芯科技100%的股权价值不高于15.88亿 元（增资后估值），预计最终交易金额不高于5.4亿元。 ...

Company Overview - Ceva (CEVA) shares increased by 6.2% to $26.34 in the last trading session, with a notable trading volume, and have gained 11.8% over the past four weeks [1] - The company is experiencing strong licensing execution, increased AI adoption, and growing royalty streams across consumer, industrial, and automotive markets [1] Earnings Expectations - Ceva is expected to report quarterly earnings of $0.10 per share, reflecting a year-over-year decline of 28.6%, with revenues projected at $28.05 million, a 3.1% increase from the previous year [2] - The consensus EPS estimate for Ceva has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Industry Context - Ceva operates within the Zacks Electronics - Semiconductors industry, where another company, FormFactor (FORM), saw a 13.4% increase in its stock price, closing at $36.04, with a 13.9% return over the past month [3] - FormFactor's consensus EPS estimate has decreased by 1.9% over the past month to $0.25, representing a 28.6% decline from the previous year, and it currently holds a Zacks Rank of 4 (Sell) [4]

Core Viewpoint - The future of engineering lies in adopting a comprehensive, intelligent-driven innovation approach that spans from chips to systems, as highlighted by the CEO of Synopsys, Sassine Ghazi, during the company's 30th anniversary in China and the 2025 Developer Conference [1] Group 1 - Complex intelligent systems like robots and autonomous vehicles are becoming mainstream, necessitating integrated technological solutions rather than single-domain approaches [1] - The ability to connect the entire chain from chips to systems is essential for creating greater value in future technological developments [1] - Human collaboration with intelligent systems will lead to faster speeds, higher precision, and better quality in design processes [1]

Group 1 - Traders are increasingly betting that the Federal Reserve will cut interest rates during the meeting on September 16-17, as indicated by Chairman Powell's remarks at the Jackson Hole annual symposium last month [1] - Broadcom, a chip design company, predicts that its revenue for the fourth quarter will exceed expectations and anticipates a "significant increase" in AI revenue for the fiscal year 2026, leading to a surge in its stock price to an all-time high [1] - Oil prices have declined following Saudi Arabia's indication that OPEC+ is considering restoring more production [1]

Group 1 - The core point of the article is that Beijing Saiwei Electronics Co., Ltd. plans to acquire a 56.24% stake in Qingdao Zhancheng Technology Co., Ltd. for 157 million yuan, aiming to enhance its strategic layout in MEMS chip manufacturing and design services [1][3] - This acquisition will allow Saiwei Electronics to leverage Zhancheng Technology's resources in chip design services and EDA software development, promoting business development under the "MEMS+" model [1][3] - The acquisition is expected to improve the company's overall competitiveness and industry position, while also enhancing its sustainable profitability and providing long-term returns to shareholders [1][3] Group 2 - Prior to the acquisition, Saiwei Electronics' wholly-owned subsidiary, Beijing Microchip Technology Co., Ltd., held a 4.76% stake in Zhancheng Technology, which will increase to a total of 61.00% post-transaction [1][3] - Zhancheng Technology has a solid revenue and profit base, indicating a strong foundation for performance growth [1]