香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORPORATION 中 芯 國 際 集 成 電 路 製 造 有 限 公 司 * （於開曼群島註冊成立之有限公司） （股份代號：00981） 海外監管公告 本公告乃中芯國際集成電路製造有限公司（Semiconductor Manufacturing International Corporation,「本公司」）根據香港聯合交易所有限公司證券上市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站刊發的《2025年年度報告》《2025年度審計報告》，僅 供參閱。 承董事會命 中芯國際集成電路製造有限公司 公司秘書 / 董事會秘書 郭光莉 中國上海，2026 年 3 月 26 日 於本公告日期，本公司董事分別為： 執行董事 劉訓峰 非執行董事 魯國慶 陳山枝 楊魯閩 黃登山 獨立非執行董事 范仁達 劉明 吳漢明 ...

Core Viewpoint - SMIC's stock performance shows a slight increase, with significant trading activity and a notable balance in margin trading, indicating investor interest and market dynamics [1][2]. Group 1: Financial Performance - As of September 30, SMIC reported a revenue of 49.51 billion yuan for the first nine months of 2025, representing a year-on-year growth of 18.22% [2]. - The net profit attributable to shareholders for the same period was 3.82 billion yuan, reflecting a year-on-year increase of 41.09% [2]. Group 2: Shareholder and Trading Activity - The number of shareholders for SMIC reached 336,200, an increase of 33.27% compared to the previous period [2]. - The average number of tradable shares per shareholder decreased by 25.41% to 6,134 shares [2]. - On February 25, SMIC had a financing buy-in of 394 million yuan, with a net financing outflow of 43.28 million yuan, indicating a high level of trading activity [1]. - The total margin trading balance for SMIC was 12.76 billion yuan, accounting for 5.49% of its market capitalization, which is above the 50% percentile level for the past year [1].

Core Viewpoint - SMIC's stock performance shows a decline of 1.02% with a trading volume of 3.955 billion yuan, indicating a negative net financing buy of 112 million yuan on February 11 [1] Financing Summary - On February 11, SMIC had a financing buy of 421 million yuan, with a total financing balance of 131.65 billion yuan, accounting for 5.72% of its market capitalization, which is above the 70th percentile of the past year [1] - The margin trading data shows that SMIC had a margin repayment of 16,400 shares and a margin sell of 9,339 shares, with a selling amount of 1.0741 million yuan, while the margin balance is 19.0843 million yuan, below the 20th percentile of the past year [1] Company Overview - SMIC, established on April 3, 2000, and listed on July 16, 2020, is located in Shanghai and specializes in integrated circuit wafer foundry services across various technology nodes from 0.35 microns to 14 nanometers [1] - The company's main revenue source is integrated circuit wafer foundry, contributing 93.83% to its total revenue, with other services accounting for 6.17% [1] Shareholder Information - As of September 30, SMIC had 336,200 shareholders, an increase of 33.27% from the previous period, with an average of 6,134 circulating shares per person, a decrease of 25.41% [2] - The top ten circulating shareholders include notable ETFs, with significant reductions in holdings for several funds, while new shareholders have entered the list [2]

Group 1: Monetary Policy and Economic Outlook - The People's Bank of China emphasizes the continuation of a moderately loose monetary policy, aiming to stabilize economic growth and ensure reasonable price recovery [1] - The report highlights the importance of integrating incremental and stock policies to create a conducive monetary environment based on domestic and international economic conditions [1] Group 2: Semiconductor Industry - SMIC reported a net profit of 1.223 billion yuan for Q4 2025, representing a year-on-year increase of 23.2%, with total sales revenue reaching 17.813 billion yuan, up 11.9% year-on-year [5] - The company achieved a gross margin of 19.2% in Q4 2025, with a capacity utilization rate of 95.7%, and provided guidance for Q1 2026 indicating stable sales revenue and a gross margin between 18% and 20% [5] Group 3: Packaging Industry - Jia Mei Packaging announced a significant stock price increase of 567.11% from December 17, 2025, to February 10, 2026, and may apply for a trading suspension if prices rise abnormally again [6] Group 4: Transportation and Logistics - The China National Railway Group expects to send approximately 13.95 million passengers on February 10, 2026, with a total of 1.01 billion passengers transported since the start of the Spring Festival travel season [4] Group 5: Pharmaceutical Industry - The National Medical Insurance Administration reported that a new round of centralized procurement involves 316 commonly used drugs, with 4,163 products from 1,020 companies qualifying for selection [3] Group 6: AI in Bidding and Tendering - The National Development and Reform Commission released guidelines to promote AI applications in the bidding and tendering sector, aiming to enhance service and regulatory efficiency [3]

Core Viewpoint - SMIC is set to release its 2025 annual report, with a net profit of 5.0407 billion yuan, reflecting a year-on-year increase of 36.28% [1] Financial Performance - In Q4 2025, the company achieved operating revenue of 17.8128 billion yuan, an increase of 11.9% year-on-year; gross profit was 3.0959 billion yuan, with a gross margin of 17.4% [2] - The unaudited annual revenue for 2025 was 67.3232 billion yuan, up 16.5% from 57.7956 billion yuan in the previous year; net profit attributable to shareholders was 5.0407 billion yuan, a 36.3% increase from 3.6987 billion yuan [2] - The net profit excluding non-recurring gains and losses was 4.1243 billion yuan, a 55.9% increase from 2.6454 billion yuan in the previous year [2] Industry Context - The semiconductor industry is experiencing a shift towards localization, which has had a restructuring effect throughout 2025; the company reported a sales revenue of 9.327 billion USD for the year, a 16.2% increase [3] - The gross margin for 2025 was 21.0%, up by 3.0 percentage points year-on-year; capital expenditure for the year was 8.1 billion USD [3] - The average capacity utilization rate for the year was 93.5%, an increase of 8 percentage points compared to the previous year [3] Future Outlook - For Q1 2026, the company projects stable sales revenue and a gross margin between 18% and 20%; for the full year, it expects revenue growth to exceed the average of comparable peers, with capital expenditure remaining roughly the same as in 2025 [3] - The company anticipates both opportunities from the return of the supply chain and challenges from the memory market cycle [3] Additional Information - The total profit for Q4 2025 decreased compared to the same period last year, primarily due to increased financial expenses and decreased investment income; however, the net profit excluding non-recurring gains and losses increased due to higher wafer sales volume and improved capacity utilization [4] - SMIC specializes in integrated circuit wafer foundry services based on various technology nodes and platforms, along with design services and IP support [4] - In the last 90 days, 13 institutions have rated the stock, with 10 buy ratings and 3 hold ratings; the average target price from institutions is 162.05 [4]

Group 1 - Core viewpoint: SMIC (Semiconductor Manufacturing International Corporation) shows strong financial performance with significant revenue and profit growth in 2025, alongside notable trading activity in its stock [2] - As of February 6, 2025, SMIC's stock price increased by 0.81%, with a trading volume of 4.598 billion yuan, indicating active market interest [1] - The financing data reveals that on February 6, SMIC had a net financing purchase of 1.03 billion yuan, with a total financing balance of 134.22 billion yuan, representing 5.95% of its market capitalization [1] Group 2 - For the period from January to September 2025, SMIC achieved operating revenue of 49.51 billion yuan, reflecting an 18.22% year-on-year increase, and a net profit attributable to shareholders of 3.818 billion yuan, up 41.09% year-on-year [2] - The number of shareholders for SMIC reached 336,200 as of September 30, 2025, an increase of 33.27% from the previous period, while the average number of circulating shares per shareholder decreased by 25.41% [2] - Institutional holdings show that major shareholders have reduced their stakes, with notable decreases in holdings by several ETFs, while new shareholders have entered the list [2]

Group 1 - On February 5, SMIC's stock fell by 2.65% with a trading volume of 4.983 billion yuan, while the financing buy-in amounted to 628 million yuan and the net financing purchase was 180 million yuan [1] - As of February 5, the total financing and securities lending balance for SMIC was 13.318 billion yuan, with financing balance at 13.302 billion yuan, representing 5.95% of the circulating market value, indicating a high level compared to the past year [1] - In terms of securities lending, SMIC had a securities lending repayment of 12,700 shares and a securities lending sell-out of 15,800 shares, with a sell-out amount of 1.7674 million yuan, while the securities lending balance was 16.8648 million yuan, which is low compared to the past year [1] Group 2 - As of September 30, SMIC had 336,200 shareholders, an increase of 33.27% from the previous period, while the average circulating shares per person decreased by 25.41% to 6,134 shares [2] - For the period from January to September 2025, SMIC reported operating revenue of 49.51 billion yuan, a year-on-year increase of 18.22%, and a net profit attributable to shareholders of 3.818 billion yuan, up 41.09% year-on-year [2] - Among the top ten circulating shareholders as of September 30, 2025, notable changes included a decrease in holdings by several ETFs, while new shareholders included the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF and the E Fund CSI 300 ETF [2]

Group 1 - SMIC's stock price has declined for three consecutive days, with a total drop of 6.61%, currently trading at 114.84 CNY per share and a market capitalization of 918.77 billion CNY [1] - The company specializes in integrated circuit wafer foundry services, offering a range of technology nodes from 0.35 microns to 14 nanometers, with 93.83% of its revenue coming from wafer foundry services [1] - SMIC was established on April 3, 2000, and went public on July 16, 2020 [1] Group 2 - The Nord Fund's "Nord Xingyuan Selected" (012036) holds 9,505 shares of SMIC, representing 1.07% of the fund's net value, ranking as the tenth largest holding [2] - The fund has incurred a floating loss of approximately 11,300 CNY today, with a total floating loss of 77,300 CNY during the three-day decline [2] - The fund was established on June 1, 2021, with a current size of 109 million CNY and has achieved a year-to-date return of 4.31% [2] Group 3 - The fund manager of "Nord Xingyuan Selected" is Hao Xudong, who has a tenure of 10 years and 212 days, with the fund's total assets amounting to 290 million CNY [3] - During his tenure, the best fund return achieved was 115.84%, while the worst return was -6.12% [3]

Core Viewpoint - SMIC's stock price has been declining for three consecutive days, with a total drop of 6.61% during this period, reflecting market concerns about its performance and investor sentiment [1]. Group 1: Company Overview - SMIC, established on April 3, 2000, and listed on July 16, 2020, is located in Shanghai and specializes in integrated circuit wafer foundry services across various technology nodes from 0.35 microns to 14 nanometers [1]. - The company's main revenue sources are from integrated circuit wafer foundry services, accounting for 93.83% of total revenue, while other services contribute 6.17% [1]. Group 2: Fund Holdings and Performance - Six funds under China Universal Asset Management hold a total of 1.7368 million shares of SMIC, resulting in a floating loss of approximately 2.0668 million yuan based on the current stock price [2]. - The China Universal Mixed Fund (001000) reduced its holdings by 155,624 shares in the fourth quarter, now holding 641,580 shares, which represents 5.92% of the fund's net value [2]. - The China Universal Chip Industry Index Fund (020478) decreased its holdings by 14,100 shares, now holding 408,810 shares, which accounts for 8.65% of the fund's net value [3]. - The China Universal Flexible Allocation Mixed Fund (001173) reduced its holdings by 200,000 shares, now holding 400,000 shares, representing 7.42% of the fund's net value [3].

Group 1 - The core viewpoint of the articles highlights the performance and market position of Huahong Semiconductor, which saw a stock price increase of 5.09% to 137.67 CNY per share, with a total market capitalization of 239.217 billion CNY as of January 16 [1] - Huahong Semiconductor specializes in wafer foundry services with a focus on specialty processes, including embedded/non-volatile memory, power devices, analog and power management, and logic and RF [1] - The company's revenue composition is primarily from integrated circuit wafer foundry services, accounting for 94.60%, with other revenues from various sources [1] Group 2 - The Yingda Carbon Neutral Mixed A Fund holds a significant position in Huahong Semiconductor, with 8,903 shares representing 3.39% of the fund's net value, making it the fourth-largest holding [2] - The fund has shown a year-to-date return of 6.2% and a one-year return of 62.62%, ranking 2755 out of 8847 and 1196 out of 8094 respectively [2] - The fund manager, Zhang Yuan, has a tenure of nearly 8 years with a best return of 223.03% during this period, while the co-manager, Dang Jing, has been in position for 58 days with a best return of 15.18% [3]