2025年8月26日，安集科技(688019.SH)发布2025年半年度报告。截至2025年8月25日，共有140个机构投 资者披露持有安集科技A股股份，合计持股量达1.02亿股，占安集科技总股本的60.63%。其中，前十大 机构投资者包括Anji Microelectronics Co. Ltd.、香港中央结算有限公司、全国社保基金一一零组合、中 信证券股份有限公司-嘉实上证科创板芯片交易型开放式指数证券投资基金、上海大辰科技投资有限公 司、景顺长城基金-中国人寿保险股份有限公司-分红险-景顺长城基金国寿股份成长股票型组合单一资产 管理计划(可供出售)、上海浦东发展银行股份有限公司-景顺长城电子信息产业股票型证券投资基金、中 国建设银行股份有限公司-景顺长城研究精选股票型证券投资基金、中国建设银行股份有限公司-南方信 息创新混合型证券投资基金、国泰君安证券股份有限公司-国联安中证全指半导体产品与设备交易型开 放式指数证券投资基金，前十大机构投资者合计持股比例达48.85%。相较于上一季度，前十大机构持 股比例合计下跌了3.38个百分点。 对于社保基金，本期较上一期持股增加的社保基金共1个，即全国社保基金一一 ...

Group 1 - The National Development and Reform Commission held a meeting to gather opinions on expanding domestic demand and stabilizing employment during the 14th Five-Year Plan period [2] - Companies expressed the need for improved policies in areas such as domestic demand expansion, market competition, intellectual property protection, and green development [2] - Enterprises are focusing on innovation and resisting disorderly competition to contribute to economic growth [2] Group 2 - Multiple high-performing stocks reported significant growth in their mid-year earnings, with Gaode Infrared's net profit increasing by over 900% year-on-year [3] - Companies like Changcheng Military Industry and Taotao Automotive also reported substantial revenue increases, indicating a strong performance in the market [3] Group 3 - NVIDIA launched the Jetson Thor AI computing platform, which boasts a 7.5 times increase in AI computing power compared to its predecessor [4] - The developer kit is priced at $3,499, while bulk orders for the production module are priced at $2,999 each [4] Group 4 - Elon Musk's xAI filed a lawsuit against OpenAI and Apple, accusing them of colluding to hinder competition in the AI sector [5] - Musk claims that Apple is violating antitrust laws by favoring OpenAI in its app store rankings, making it difficult for other AI companies to compete [5] Group 5 - The U.S. government announced plans to impose a 50% tariff on Indian products, signaling a significant increase from the previous 25% [6] - This move is part of a broader strategy to raise tariffs on goods purchased from India, particularly those related to Russian oil [6] Group 6 - China's ETF market is nearing a milestone of 5 trillion yuan, with the total market size reaching 4.97 trillion yuan [7] - The number of ETFs exceeding 100 billion yuan has also increased, with major fund companies leading the market [7] Group 7 - The Chinese government issued guidelines to strengthen the national carbon market, supporting financial institutions in conducting carbon pledge financing [8] - The goal is to establish a comprehensive carbon trading market by 2030, covering major industrial sectors and ensuring a transparent pricing mechanism [8][10] Group 8 - Domestic oil prices are expected to decrease for the seventh time this year, potentially saving consumers 7.5 yuan per full tank [9] - Analysts attribute this anticipated drop to a lack of positive signals in the international oil market [9] Group 9 - The competition for the title of "stock king" in A-shares is intensifying between Cambricon and Kweichow Moutai, with Cambricon's stock price surging [12] - This shift reflects a broader market trend towards valuing AI and technology-driven growth over traditional consumer brands [12] Group 10 - Huawei is set to launch a new AI SSD aimed at enhancing data processing capabilities for AI model training [13] - This product is designed to address limitations in traditional high-bandwidth memory, offering larger capacity and improved data throughput [13] Group 11 - Several Chinese traditional medicine companies are increasing their investment in innovative drug research and development [16] - Airlines and airports are expected to see continued improvement in their performance in the second half of the year [16] Group 12 - The lithium mining industry is expected to see an improvement in supply-demand dynamics due to a reduction in excessive competition [17] - ASIC chip leaders are adjusting their pricing strategies, indicating a shift in market conditions [17] Group 13 - The A-share market is experiencing a strong upward trend, with the Shanghai Composite Index approaching 3900 points [17] - The market's performance is supported by improved domestic fundamentals and liquidity, alongside positive earnings reports from listed companies [20][21]

Core Points - The company, Anji Microelectronics Technology (Shanghai) Co., Ltd., has issued a semi-annual report for 2025, detailing its financial performance and future plans [1][5][27]. Group 1: Company Overview - Anji Microelectronics is listed under stock code 688019 and bond code 118054, with the bond referred to as "Anji Convertible Bond" [1][5]. - The company has not undergone any changes in its controlling shareholder or actual controller during the reporting period [2][5]. Group 2: Financial Data - The company raised a total of RMB 830.50 million through the issuance of convertible bonds, with a net amount of RMB 816.61 million after deducting issuance costs [7][8]. - The company also raised RMB 207.14 million through a simplified procedure for issuing A-shares, with a net amount of RMB 203.62 million after costs [6][7]. Group 3: Fund Management - The company has established a special account for the management of raised funds, ensuring that funds are used specifically for their intended purposes [9][10]. - As of June 30, 2025, the balance of funds raised through the simplified procedure was RMB 33.89 million, while the balance from convertible bonds was RMB 443.03 million [9][10]. Group 4: Fund Usage - The company has used RMB 163.37 million of the raised funds to replace pre-invested funds in projects and cover issuance costs [12]. - There were no instances of using idle funds to temporarily supplement working capital during the reporting period [13]. Group 5: Compliance and Governance - The company has adhered to relevant regulations regarding the management and use of raised funds, ensuring timely and accurate disclosures [22][30]. - The supervisory board has confirmed that the semi-annual report and the special report on fund usage comply with legal and regulatory requirements [27][30].

证券代码：688019 证券简称：安集科技 公告编号：2025-049 债券代码：118054 债券简称：安集转债 安集微电子科技（上海）股份有限公司 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 安集微电子科技（上海）股份有限公司（以下简称"公司"）第三届监事会 第二十二次会议于 2025 年 8 月 25 日以现场及通讯表决相结合的方式召开。本次 会议的通知于 2025 年 8 月 14 日通过电子邮件等形式送达全体监事。会议应出席 监事 3 人，实际出席监事 3 人，会议由监事会主席冯倩女士主持。会议的召集和 召开程序符合《中华人民共和国公司法》 （以下简称" 《公司法》"）等法律、法规、 部门规章以及《安集微电子科技（上海）股份有限公司章程》 （以下简称"《公司 章程》"）的有关规定，作出的决议合法、有效。 二、监事会会议审议情况 经与会监事认真审议，通过了以下议案： （一）审议通过《关于2025年半年度报告及其摘要的议案》 经审核，监事会认为：公司 2025 年半年度报告的编制和审议程序 ...

智通财经APP讯，安集科技(688019.SH)披露2025年半年度报告，报告期公司实现营收11.41亿元，同比 增长43.17%;归母净利润3.76亿元，同比增长60.53%;扣非净利润3.57亿元，同比增长51.91%;基本每股收 益2.24元。 ...

Core Insights - Company reported a revenue of 1.141 billion yuan for the first half of 2025, representing a year-on-year growth of 43.17% [1] - Net profit attributable to shareholders reached 376 million yuan, soaring by 60.53% year-on-year [1] - Basic earnings per share increased by 60% to 2.24 yuan [1] Revenue Breakdown - Sales revenue from chemical mechanical polishing liquids grew by 38.23% year-on-year [1] - Functional wet electronic chemicals experienced a remarkable growth of 75.69% [1] - Both core product lines benefited from the accelerated domestic production process in the semiconductor industry [1] Product and Market Position - Company specializes in the research and industrialization of key semiconductor materials [1] - Product offerings include various series of chemical mechanical polishing liquids, functional wet electronic chemicals, and electroplating liquids and additives [1] - Products are primarily used in integrated circuit manufacturing and advanced packaging sectors [1] Profitability Metrics - Gross margin and net margin have improved, highlighting the high value-added advantages under technical barriers [1]

Core Insights - The company reported a significant increase in revenue and profit for the first half of 2025, with operating income reaching 1.141 billion yuan, a year-on-year growth of 43.17% [1] - Net profit attributable to shareholders soared to 376 million yuan, marking a 60.53% increase compared to the previous year [1] - The company emphasized its focus on product innovation and R&D investment to meet the needs of leading global clients in the integrated circuit manufacturing and advanced packaging sectors [1] Financial Performance - Operating income for the first half of 2025 was 1.141 billion yuan, up 43.17% year-on-year [1] - Net profit attributable to shareholders was 376 million yuan, reflecting a 60.53% increase [1] - Basic earnings per share increased by 60% to 2.24 yuan [1] R&D Investment - The company has consistently increased its R&D expenditure over the past three years, with amounts of 161.36 million yuan, 236.61 million yuan, and 332.77 million yuan respectively [1] - R&D expenses accounted for 17.61% of total revenue over the last three years, with 188.65 million yuan spent in the first half of 2025, representing 16.53% of operating income [1] - The R&D investment in the first half of 2025 grew by 30.50% compared to the same period last year [1] Market Position - The company has made significant progress in acquiring new orders, customers, and applications, leading to an optimized product structure and customer distribution [1] - The market penetration has improved both in depth and breadth, establishing the company as a leading supplier in the domestic high-end semiconductor materials industry [1]

格隆汇8月25日丨安集科技(688019.SH)公布半年度报告，报告期内，公司实现营业收入114,145.31万 元，同比增长43.17%；实现归属于母公司所有者的净利润37,563.44万元，同比增长60.53%；实现归属 于母公司所有者的扣除非经常性损益的净利润35,674.23万元，同比增长51.91%。 ...

安集微电子科技（上海）股份有限公司 2025 年度"提质增效重回报"专项行动方案 的半年度评估报告 为贯彻落实上海证券交易所关于开展上市公司"提质增效重回报"专项行 动的倡议，为进一步提高经营质效、治理质效、信披质效和回报投资者质效，持 续提升公司质量和投资价值，安集微电子科技（上海）股份有限公司（以下简称 "公司"）于 2025 年 4 月 16 日在上海证券交易所网站发布了《2025 年度"提 质增效重回报"专项行动方案》。2025 年上半年，公司根据行动方案内容积极 开展和落实相关工作，并总结了报告期内提质增效重回报行动方案实施情况，现 将具体情况报告如下： 与此同时，公司深入实施提质增效战略，加速推进募投项目建设，公司于 2023 年 3 月收到以简易程序向特定对象发行股票的募集资金净额 20,361.91 万元， 截至报告期末，募投项目已累计投入 17,385.59 万元，累计投入进度达 85.38%。 2025 年 4 月公司收到向不特定对象发行可转换公司债券的募集资金净额 81,660.89 万元，截至报告期末，募投项目已累计投入 37,390.12 万元，累计投入 进度达 45.79%，均按计 ...

证券代码：688019 证券简称：安集科技 公告编号：2025-050 债券代码：118054 债券简称：安集转债 安集微电子科技（上海）股份有限公司 2025 年半年度募集资金存放与实际使用情况专项报告 截至 2025 年 6 月 30 日止，公司以简易程序向特定对象发行股票募集资金余 额为人民币 33,889,997.94 元。具体情况如下表： 单位：人民币元 一、募集资金基本情况 （一）以简易程序向特定对象发行股票募集资金 1. 实际募集资金情况 经中国证券监督管理委员会《关于同意安集微电子科技（上海）股份有限公 司向特定对象发行股票注册的批复》（证监许可〔2023〕561 号）的同意，公司 以简易程序向特定对象发行 A 股普通股股票 1,272,570 股，每股面值人民币 1.00 元，每股发行价格人民币 162.77 元。本次以简易程序向特定对象发行募集资金 总额为人民币 207,136,218.90 元，扣除总发行费用人民币 3,517,145.62 元，实际 募集资金净额为人民币 203,619,073.28 元，实际到账金额为人民币 206,546,218.90 元。上述募集资金到位情况已经毕 ...