中颖电子所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：无人机、MCU概念、 WIFI概念、模拟芯片、超高清等。 截至9月20日，中颖电子股东户数4.80万，较上期增加0.00%；人均流通股7089股，较上期增加0.00%。 2025年1月-6月，中颖电子实现营业收入6.52亿元，同比减少0.20%；归母净利润4106.26万元，同比减少 42.20%。 分红方面，中颖电子A股上市后累计派现11.07亿元。近三年，累计派现2.72亿元。 机构持仓方面，截止2025年6月30日，中颖电子十大流通股东中，南方中证1000ETF（512100）位居第 五大流通股东，持股315.46万股，相比上期增加60.84万股。香港中央结算有限公司位居第七大流通股 东，持股221.31万股，相比上期增加36.72万股。华夏中证1000ETF（159845）位居第八大流通股东，持 股185.68万股，相比上期增加43.94万股。广发中证1000ETF（560010）位居第十大流通股东，持股 149.97万股，为新进股东。 责任编辑：小浪快报 10月9日，中颖电子盘中上涨2.06%，截至13:00，报27.78元/股， ...

Group 1 - The company announced a conditional agreement to sell 100% equity of two subsidiaries, Shanghai Yinghao Microelectronics Technology Co., Ltd. and Chengdu Feihuan Electronics Co., Ltd., for a consideration of RMB 100,000 [1] - The total unaudited net liabilities of the target companies as of March 31, 2025, amount to approximately RMB 5.6 billion, and the company expects to gain a profit of about RMB 5.7 billion from the sale [1] - Post-transaction, the target companies will no longer be included in the company's consolidated accounts, and the expected sale will not generate a positive net cash inflow after related expenses [1] Group 2 - The target companies have been operating at a loss due to weak consumer market demand, with expected continued losses for the fiscal year ending December 31, 2023, and the fifteen months ending March 31, 2025 [2] - The company believes that the ongoing downturn in the IC product sales business in China will persist, making the continued operation of the target companies unfeasible [2] - The sale is seen as a strategic move to divest underperforming subsidiaries and liabilities, allowing the company to reallocate resources towards other business areas or explore new opportunities in the semiconductor industry, such as high-power renewable energy, energy storage, industrial automation, and AI chip applications [2]

Group 1 - The company announced a conditional agreement to sell 100% equity of two subsidiaries, Shanghai Yinghao Microelectronics Technology Co., Ltd. and Chengdu Feihuan Electronics Co., Ltd., for a price of RMB 100,000 [1] - The total unaudited net liabilities of the target companies as of March 31, 2025, amount to approximately RMB 5.6 billion, and the company expects to gain a profit of about RMB 5.7 billion from the sale [1] - Post-transaction, the target companies will no longer be included in the company's consolidated accounts [1] Group 2 - The target companies have been operating at a loss for the fiscal year ending December 31, 2023, and for the fifteen months ending March 31, 2025, due to weak consumer market demand [2] - The company anticipates that the downturn in the IC product sales business in China will continue for the foreseeable future, making the ongoing operation of the target companies unfeasible [2] - The sale is seen as a strategic move to divest underperforming subsidiaries and liabilities, allowing the company to reallocate resources towards other business areas or explore new opportunities in the semiconductor industry, such as renewable energy, energy storage, industrial automation, and AI chip applications [2]

Group 1 - Junsheng Electronics' subsidiary recently secured project notifications from two leading automotive manufacturers, with a total order value of approximately RMB 15 billion, expected to start mass production in 2027 [1] - The project will involve the development and provision of a range of automotive intelligent products, including CCU and intelligent networking [1] Group 2 - Borui Pharmaceutical's subsidiary received approval to conduct clinical trials for BGM0504 tablets in overweight/obese adults, marking the first approval for an oral formulation targeting the same receptors globally [2] - BGM0504 is a dual agonist of GLP-1 and GIP receptors, aimed at controlling blood sugar, weight loss, and treating non-alcoholic fatty liver disease (NASH) [2] Group 3 - Jingchen Co. plans to acquire 100% equity of Chip Micro Semiconductor for a total consideration of RMB 316 million, enhancing its capabilities in IoT, automotive networking, and mobile smart terminals [3] - The acquisition aims to build a multi-dimensional communication technology stack and product matrix, focusing on AIoT solutions [3] Group 4 - Dingtong Technology intends to invest up to USD 15 million to establish a wholly-owned subsidiary in Vietnam for the R&D and production of high-speed communication connectors and liquid cooling heat sinks [4] Group 5 - Xinda Zheng is planning to acquire at least 51% of Jiaxin Liheng Facility Management, with the transaction expected to constitute a major asset restructuring [5] Group 6 - Sinovac Biotech announced a preliminary transfer price of RMB 30.88 per share for a block of shares, representing a 28% discount to the closing price of RMB 42.81 [6] - The transfer has been fully subscribed by 21 institutional investors, with a total of 10.19 million shares effectively subscribed [6] Group 7 - Zhongtai Automobile was ordered to pay RMB 29.5 million plus overdue interest due to a court ruling related to an intellectual property dispute, which may significantly impact its current and future performance [7] Group 8 - Beijing Junzheng's shareholder reduced holdings by 482,540 shares, accounting for approximately 0.999999% of the company's total shares, without affecting control or ongoing operations [8][9] Group 9 - Green's Harmonic reported that its co-controlling shareholders completed a total reduction of 2.99% of shares, with specific reductions of 274,510 shares by one shareholder and 274,080 shares by another [10] Group 10 - Shangluo Electronics plans to raise up to RMB 1 billion through convertible bonds to acquire 88.79% of Ligon Technology, which specializes in the distribution of various IC products [11]

Company Announcements - Junsheng Electronics' subsidiary has recently secured a global automotive intelligence project with a total order value of approximately 15 billion yuan, expected to start mass production in 2027 [1] - Shangluo Electronics plans to acquire 88.79% of Ligon Technology for 700 million yuan, focusing on authorized distribution of storage chips and various IC products [2][3] - Xinda Zheng intends to purchase at least 51% of Jiaxin Liheng Facility Management (Shanghai) Co., Ltd., with the stock currently suspended [1] - Dingtong Technology plans to invest up to 15 million USD to establish a wholly-owned subsidiary in Vietnam for R&D and production of optical module liquid cooling products [1][3] - Kexing Pharmaceutical's shareholders are inquiring about transferring shares at an initial price of 30.88 yuan per share, which is a 28% discount compared to the closing price [4] - Zhongtai Automobile has been ordered to pay 29.5 million yuan plus overdue interest due to a court ruling, which may significantly impact its current or future performance [5] - Shoukai Co., Ltd. has seen a significant increase in shareholder numbers and some institutional shareholders have reduced their holdings [5] Investment and Contracts - Laofengxiang plans to jointly invest in establishing Laofengxiang Precision Materials Company to build a modern refining and testing laboratory [8] - Longci Technology intends to invest 210 million yuan in the second phase of its Vietnam project to localize the supply of permanent magnet ferrite raw materials [9] - Sileck has signed a 230 million yuan investment cooperation agreement for a new energy precision structural components project [10] Shareholding Changes - Jingchen Co. plans to acquire 316 million yuan for 100% of Chip Micro Semiconductor [6] - Beijing Junzheng has seen a reduction of 4.8254 million shares by its shareholder Beijing Yitang Shengxin [5] - Green Harmony's actual controllers have completed a reduction of 2.99% of their shares [7] - Hangke Technology's actual controller plans to transfer 3% of the total share capital [7] Stock Price Movements - Nanfeng Co. has reported that its 3D printing service project has not yet materialized, which may affect its current year's revenue and profit [3] Other Developments - Borui Pharmaceutical's BGM0504 tablets have been approved for clinical trials in overweight/obese adults, with no similar oral formulations approved globally [4] - Southwest Securities' subsidiary will lose its listing status on September 29 due to failure to meet resumption guidelines [20]

Group 1 - The company plans to acquire an 88.79% stake in Guangzhou Ligon Technology Co., Ltd. through its wholly-owned subsidiary Changying Holdings (Nanjing) Co., Ltd. to gain actual control over the target company [1] - The total transaction price is set at 708.879 million RMB, with an adjustment cap of no more than 133.1864 million RMB [1] Group 2 - Ligon Technology specializes in the distribution of electronic components, focusing on high-end chip agency and technical services in the automotive electronics and industrial control sectors for over 20 years [2] - The company has built a product matrix covering core components such as MCU, power devices, and sensors, driven by user demand and technological innovation [2] - Ligon Technology's distribution products are widely used in various fields, including industrial IoT, automotive electronics, rail transportation, power energy, medical equipment, and home security [2] - The company represents major chip brands such as NXP, ISSI, 3PEAK, Rockchip, and GigaDevice, and serves as a key supplier for well-known enterprises, providing products and solutions to over 2,000 companies [2]

有效版次 第二十版 制度编号 BL〔00BA01〕号 发布日期 上海贝岭股份有限公司章程 （2025 年 8 月 21 日公司第九届董事会第二十次会议审议稿） 第一章 总则 第二章 经营宗旨和范围 第三章 股份 第一章 总则 第一条 为维护公司、股东、职工和债权人的合法权益，规范公司的组织和行为， 根据《中华人民共和国公司法》（以下简称《公司法》）《中华人民共和国证券法》 （以下简称《证券法》）《中国共产党章程》和其他有关规定，制定本章程。 第二条 公司系依照《公司法》和其他有关规定成立的股份有限公司（以下简称 "公司"）。 公司经上海市人民政府沪府〔1998〕24 号文批准，以募集方式设立；在上海市市场 监督管理局注册登记，取得营业执照。统一社会信用代码：91310000607220587A。 第三条 公司于 1998 年 8 月 7 日经中国证券监督管理委员会（以下简称"中国证 监会"）批准，首次向社会公众发行人民币普通股 12,000 万股，于 1998 年 9 月 24 日 在上海证券交易所上市。 第一节 股份发行 第二节 股份增减和回购 第三节 股份转让 第四章 股东和股东会 第一节 股东的一般规定 ...

格隆汇8月12日丨深圳华强(000062.SZ)于近期投资者关系活动表示，公司是海思的主要授权分销商之 一，代理分销其各类IC产品。近年来，海思陆续推出新产品，公司持续加大海思产品的应用方案研发与 推广力度，促进海思产品的市场拓展。2024年以及今年一季度，公司海思产品线的收入均实现了显著增 长。 ...

Group 1: Market Trends and Price Observations - The prices of electronic components have experienced a downward trend for two consecutive years in 2023 and 2024, with most prices now at the bottom [1] - Intense price competition is accelerating the reshuffling of the upstream chip design industry and the clearing of excess capacity [1] - There is potential for quality manufacturers in the industry to raise prices, but the timing and widespread trend of such increases remain to be observed [1] Group 2: Partnerships and Collaborations - The company is a major authorized distributor for HiSilicon, promoting various IC products and has seen significant revenue growth in HiSilicon product lines in 2024 and Q1 of this year [1] - The company has received the "Gold Component Partner" certification from Ascend, aiming to leverage its distribution strength and application development capabilities to enhance Ascend AI applications, particularly in industrial inspection, intelligent color selection, autonomous mobile robots (AMR), and low-altitude aircraft [2]

上一财年，IC行业渡过了一个充满挑战的独特经济环境，这段时期行业发生重大转变且竞争激烈。全球半导体市场于2024年反 弹，但若干行业仍然面临投资衰退，这说明我们面临的挑战并非孤立，而是整个行业的系统性挑战。 7月31日，康特隆发布2025年年度报告称，截至2025年3月31日止的15个月，公司实现收入76,96.3万美元，较上年同期增长 16.1%。公司拥有人应占亏损为1213.4万美元，同比增长24.5%。 作为一家稳定的IC产品采购、销售及提供IC应用供应商，公司业绩受到2024年及2025年第一季度行业需求萎缩的挑战。 报告称，尽管面临上述不利因素，公司仍坚持专注于创造长期价值。通过优化经营开支及加倍投入研发，公司已积极回应市场 需求。借由克服全行业的压力及迎接竞争环境，公司不仅可经历风雨，还能变得更强大、更有效率及准备更充分，以于不断演 变的半导体格局中把握未来的重大机会。 （校对/黄仁贵） ...