1月5日，帝奥微盘中上涨2.02%，截至09:44，报23.27元/股，成交1817.14万元，换手率0.41%，总市值 57.59亿元。 资金流向方面，主力资金净流出25.70万元，特大单买入326.46万元，占比17.97%，卖出0.00元，占比 0.00%；大单买入277.16万元，占比15.25%，卖出629.31万元，占比34.63%。 责任编辑：小浪快报 帝奥微所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：AI手机、无线耳机、小盘、 汽车芯片、小米概念等。 截至9月30日，帝奥微股东户数1.60万，较上期增加3.00%；人均流通股11955股，较上期增加1.32%。 2025年1月-9月，帝奥微实现营业收入4.57亿元，同比增长11.41%；归母净利润-2428.19万元，同比减少 232.46%。 分红方面，帝奥微A股上市后累计派现1.53亿元。 帝奥微今年以来股价涨2.02%，近5个交易日跌1.73%，近20日跌3.32%，近60日跌13.62%。 资料显示，江苏帝奥微电子股份有限公司位于上海市闵行区号景路206弄万象企业中心TC东栋，成立日 期2010年2月5日，上市日期20 ...

资料显示，江苏帝奥微电子股份有限公司位于上海市闵行区号景路206弄万象企业中心TC东栋，成立日 期2010年2月5日，上市日期2022年8月23日，公司主营业务涉及高性能模拟芯片的研发、设计和销售。 主营业务收入构成为：电源管理51.58%，信号链48.42%。 截至9月30日，帝奥微股东户数1.60万，较上期增加3.00%；人均流通股11955股，较上期增加1.32%。 2025年1月-9月，帝奥微实现营业收入4.57亿元，同比增长11.41%；归母净利润-2428.19万元，同比减少 232.46%。 分红方面，帝奥微A股上市后累计派现1.53亿元。 责任编辑：小浪快报 12月31日，帝奥微跌1.47%，成交额5984.98万元。两融数据显示，当日帝奥微获融资买入额888.00万 元，融资偿还801.53万元，融资净买入86.46万元。截至12月31日，帝奥微融资融券余额合计2.27亿元。 融资方面，帝奥微当日融资买入888.00万元。当前融资余额2.27亿元，占流通市值的5.21%，融资余额 超过近一年60%分位水平，处于较高位。 融券方面，帝奥微12月31日融券偿还0.00股，融券卖出0.00股，按当 ...

市场普遍认为，这是英唐智控从传统分销商向半导体IDM企业转型的关键一步。 作者 | 火花 编辑 | 小白 凭借总拥有成本优势和光互连架构，谷歌的TPU正在把"英伟达是唯一选择"变成"英伟达orTPU二选一"， 英伟达也迎来其在AI算力领域的第一位真正重量级竞争对手。 据悉，OpenAI仅凭"威胁购买TPU"，就迫使英伟达在价格上做出让步，使其计算集群的总拥有成本（TC O）下降约30%。 先来看英唐智控在12月11日最新披露的投资者调研记录，在这次调研中机构也特别关注其在MEMS、OCS 领域的布局。 而随着谷歌TPU的大放异彩，MEMS-OCS(光链路交换器件)也被推到聚光灯下。 在谷歌的TPU方案下，AI算力不仅取决于单颗芯片的算力，更取决于成千上万颗TPU互联而成的"超级大 脑"的效率。 而传统的电交换网络在规模与功耗上已触及瓶颈，而基于MEMS微镜技术的OCS，能够在极低延迟与功 耗下动态重构TPU集群间的物理光路。谷歌也在论文中坦承，OCS是其大规模AI基础设施"不可或缺"的一 环。 赛微电子（300456.SZ），国内MEMS-OCS核心供应商，11月中旬以来股价最高上涨超150%；上游光学 元件 ...

"A+H"潮涌，跨境资本加速布局 本报（chinatimes.net.cn）记者夏高琴 南京报道 2025年，"全球化"成为长三角企业发展战略高频词。 在全球产业格局重塑与区域经济一体化深入推进的双重浪潮下，长三角作为中国开放型经济的前沿阵 地，区域内企业正以多元协同路径提速全球化布局。 《华夏时报》记者注意到，长三角以区域A股上市公司为代表的市场主体，纷纷"赴港"加速落地跨境资 本布局；区域内多方搭建各类出海基地、出海服务平台，赋能企业抱团出海；此外通过海外建厂、建中 心，推进品牌出海、产业扎根与生态构建，区域企业从单纯产品出口向"品牌出海""价值链出海"进行关 键跨越。 对此，中国商业经济学会副会长宋向清向《华夏时报》记者分析指出："长三角企业的全球化已进入资 本与产业双轮驱动的黄金期，从'单点突破'转向'系统作战'，资本、产业、品牌、服务的协同效应持续 释放。" 今年以来，A股掀起赴港上市热潮，据记者不完全统计，截至12月25日A股市场约有122家企业公告筹划 发行H股股票并在香港联合交易所有限公司上市，远超去年数据。值得关注的是，其中长三角区域就有 47家，占A股市场全国赴港上市企业的38.5%。 今 ...

西方国家针对中资芯片企业的打压，正愈演愈烈。继荷兰政府冻结安世半导体事件的风波尚未平息，英国又对中资的芯片工厂挥起了大 棒。这两起事件，如同倒下的多米诺骨牌，引发了人们对欧洲部分国家口中所谓"国家安全"的质疑，以及对商业规则被政治强权碾压、合 同精神被"回溯执法"的担忧。 时间回溯到2021年12月，中国半导体领域的知名投资机构建广资产，以4.14亿美元的价格，完成了对全球USB桥接芯片龙头企业FTDI公司 80.2%股权的收购。这家成立于1992年的英国公司，在USB桥接芯片的设计、研发和销售方面拥有领先地位，其产品广泛应用于汽车电 子、物联网、工业控制、医疗设备等领域，市场占有率接近20%。对于中国半导体产业而言，FTDI的核心技术——高性能模拟芯片，恰恰 是中国的一大技术短板。建广资产的收购意图明显，希望通过布局FTDI的相关业务，帮助国内解决部分芯片产品"卡脖子"的问题，实现芯 片、软件、标准的全面能力提升。 安世和FTDI事件，已经超越了企业个体命运的范畴，演变为一场国家科技主权的较量。西方国家一直标榜自己是"自由市场经济"，但其所 作所为却与自由市场原则背道而驰，这种双重标准令人发指。 然而，事与 ...

新华财经上海12月8日电（谷青竹）12月8日，苏州纳芯微电子股份有限公司（以下简称"纳芯微"）在港 交所主板正式挂牌，成为苏州在A股市场和港股市场两地上市的首家企业，实现了苏州"A+H"上市公 司"零"的突破。值得注意的是，苏州作为长三角产业高地，企业上市积极性尤为突出——东山精密、沪 电股份等8家苏州企业已开启"A+H"两地上市尝试，其中博瑞医药、罗博特科2家A股上市公司正筹划赴 港上市，与纳芯微同处苏州工业园区，形成了区域内的上市集聚效应。 在新全球化背景下，A股企业赴港实现"A+H"两地上市，已成为重要的战略选择。这种模式不仅为企业 扩大投资者基础、拓宽筹资渠道，更能提升国际投行与投资机构的研究覆盖率，借助香港资本平台便利 跨境资金运作，为开拓国际市场筑牢根基。对于长三角而言，纳芯微的上市案例为区域硬科技企业跨境 资本布局提供了新样本，折射出2025年以来该地区"A+H"上市热潮的蓬勃态势，更凸显出区域产业升级 与资本市场深度融合的"双引擎"效应。 作为长三角集成电路产业集群的代表性企业，纳芯微的"A+H"路径颇具典型意义：2022年4月，纳芯微 在上交所科创板首发上市，募集资金总额达58亿元；到202 ...

Core Viewpoint - The company DiAo Microelectronics (688381) has decided to terminate the acquisition of 100% equity in Rongpai Semiconductor (Shanghai) Co., Ltd. and the related fundraising activities due to failure to reach consensus on key terms of the transaction [1][4]. Group 1: Transaction Details - The termination of the transaction was a result of multiple discussions regarding the feasibility, core terms, and pricing of the deal, where the parties could not agree on essential aspects such as transaction scheme and performance commitments [4]. - All parties involved have mutually agreed to terminate the transaction planning [4]. - The company has committed not to plan any major asset restructuring for at least one month following the announcement of the termination [4]. Group 2: Company Performance - For the first three quarters of 2025, DiAo Microelectronics reported total revenue of 457 million yuan, representing a year-on-year increase of 11.41% [5]. - The company recorded a net loss attributable to shareholders of 24.28 million yuan, compared to a profit of 18.33 million yuan in the same period last year [5]. - The company's net profit excluding non-recurring items was a loss of 56.50 million yuan, worsening from a loss of 22.50 million yuan in the previous year [5]. Group 3: Market Position - DiAo Microelectronics is a key partner in the Xiaomi ecosystem, with several of its products being utilized in Xiaomi's 5G terminal devices [5]. - Xiaomi Changjiang Industrial Fund holds a 3.5% stake in Rongpai Semiconductor and a 3.87% stake in DiAo Microelectronics [5]. - As of December 5, the company's stock closed at 24.23 yuan per share, with a total market capitalization of 6 billion yuan [6].

Core Viewpoint - The company DiAo Microelectronics (帝奥微) has decided to terminate its plan to acquire 100% of Rongpai Semiconductor (荣湃半导体) and raise matching funds due to disagreements on key terms of the transaction [1][3]. Group 1: Transaction Details - The termination of the acquisition was a mutual decision after multiple discussions regarding the feasibility, core terms, and pricing of the transaction failed to reach an agreement [3]. - The company has committed to not planning any major asset restructuring for at least one month following the announcement of the termination [3]. Group 2: Company Performance - For the first three quarters of 2025, DiAo Microelectronics reported total revenue of 457 million yuan, representing a year-on-year increase of 11.41% [4]. - The company experienced a net loss attributable to shareholders of 24.28 million yuan, compared to a profit of 18.33 million yuan in the same period last year [4]. - The company's non-recurring net loss was 56.50 million yuan, worsening from a loss of 22.50 million yuan in the previous year [4]. Group 3: Company Background and Stakeholders - DiAo Microelectronics specializes in the research, design, and sales of high-performance analog chips, while Rongpai Semiconductor also focuses on high-performance, high-quality analog chip design and sales [3]. - Xiaomi's Changjiang Industrial Fund holds a 3.5% stake in Rongpai Semiconductor and also owns 3.87% of DiAo Microelectronics, indicating a strategic partnership within Xiaomi's ecosystem [4]. - DiAo Microelectronics has several products integrated into Xiaomi smartphones and other 5G terminal devices [4].

Core Viewpoint - The acquisition of Rongpai Semiconductor by Diaowei has been terminated due to failure to reach consensus on key terms such as transaction scheme, price, and performance commitments [1][6]. Group 1: Acquisition Details - Diaowei planned to acquire 100% equity of Rongpai Semiconductor through a combination of issuing shares and cash payment, along with raising supporting funds [3]. - The termination of the acquisition was approved during the second board meeting held on December 5, 2025, and the management was authorized to handle related matters [1][6]. Group 2: Company Profiles - Diaowei is focused on the research, design, and sales of high-performance analog chips, with products covering signal chain and power management analog chips [4]. - The company has developed various advanced products, including high-performance analog switches and low-power operational amplifiers, and has obtained ISO9001 certification [4]. - Rongpai Semiconductor specializes in high-performance analog chip design and has developed unique technologies, including the iDivider technology, which has led to breakthroughs in domestic isolation chips [5]. Group 3: Market Impact and Future Outlook - The termination of the acquisition is not expected to adversely affect Diaowei's production, operations, or financial status, and it does not harm the interests of the company or its minority shareholders [6]. - As of December 5, 2025, Diaowei's stock price was reported at 24.23 yuan per share, with a total market capitalization of nearly 6 billion yuan [7].

Core Viewpoint - The acquisition of Rongpai Semiconductor by Diaowei has been terminated due to failure to reach consensus on key terms such as transaction scheme, price, and performance commitments [1][6]. Company Overview - Diaowei Microelectronics (688381) focuses on the research, design, and sales of high-performance analog chips, covering signal chain and power management analog chips [4]. - The company has developed various advanced products, including high-performance analog switches and low-power operational amplifiers, and is certified with ISO9001 [4]. - Diaowei's products are widely used in smartphones, computers, automotive, servers, smart wearables, smart home appliances, communication devices, and robotics [4]. Acquisition Details - The initial plan was for Diaowei to acquire 100% of Rongpai Semiconductor's shares through a combination of issuing shares and cash payments, along with raising supporting funds [3]. - Rongpai Semiconductor specializes in high-performance analog chip design and has developed unique technologies, including the iDivider technology, which has led to breakthroughs in domestic isolation chips [5]. Rationale for Acquisition - The acquisition was seen as a key strategy for growth in the analog chip industry, allowing Diaowei to quickly expand its product offerings and enhance its competitive advantage by leveraging Rongpai's established technologies and customer resources [5]. Termination Reasons - The termination was a result of extensive discussions and negotiations that did not yield agreement on the core terms of the transaction [6]. - The company stated that the termination would not adversely affect its operational and financial status, ensuring the protection of shareholder interests [6]. Market Position - As of December 5, Diaowei's stock price was reported at 24.23 yuan per share, with a total market capitalization of nearly 6 billion yuan [7].