| | | 1月12日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 博瑞传播 | 相关GEO业务营业收入为0,暂未产生实质性收益 | | | 航天长峰 | 未实际开展脑机接口等相关业务、不从事商业航天相关业务 | | 项目投资 | 红星发展 | 拟投资6.23亿元开展"天柱县钡盐精细化工产品项目" | | 合同中标 | 龙建股份 | 联合体中标中应建乡村振兴5G新能源智慧路灯项目 | | 股权转让 | 东材科技 | 拟以6866. 475万元收购山东艾蒙特17.50%股权 | | 回购 | 天益医疗 | 拟6000万元-1.2亿元回购股份 | | 增减持 | 国芯科技 | 产业基金拟减持不超2.37%股份 | | 其他 | 鑫科材料 | 拟向四川融鑫定增募资不超过3.5亿元 | | | 立中集团 | 子公司收到客户铝合金车轮项目的定点通知 庁 | 【热点】 顺灏股份(002565.SZ)：现有业务未与轨道辰光的业务产生协同效应 震有科技(688418.SH)：2025年前三季度在卫星互联网领域的收入占整体营业收入的比例约为7.15%，占比较低 航 ...

Group 1 - Taiwan's semiconductor giant Panjit has approved the acquisition of 95% of Torex Vietnam Semiconductor, a subsidiary of Japan's Torex, to expand its product line and enhance its capabilities in automotive-grade power semiconductor packaging and testing [2] - The investment is aimed at strengthening Panjit's manufacturing base in Southeast Asia, enhancing production flexibility and supply chain resilience amid geopolitical uncertainties and global supply chain restructuring [2] - Torex Vietnam, established in 2008, specializes in semiconductor component packaging and testing services, utilizing patented Ultra Small Package (USP) technology [2] Group 2 - Vietnam aims to establish its first semiconductor manufacturing plant by 2026, highlighting its ambition to secure a position in the global chip supply chain [3] - The country has launched a national semiconductor industry development strategy for 2030, along with a talent cultivation plan and a list of 11 strategic technologies and products, including chips [3] - As of August 2025, Vietnam has approximately 170 foreign direct investment projects in the semiconductor and high-tech sectors, with a total registered capital of nearly $11.6 billion [3]