格隆汇2月25日｜泰凌微公告，公司拟通过发行股份及支付现金的方式向STYLISH TECH LIMITED、上 海芯闪企业管理合伙企业、上海颂池投资管理中心等26名交易对方购买其合计持有的上海磐启微电子有 限公司100%股权，并募集配套资金。公司于2026年2月25日收到上海证券交易所出具的《关于受理泰凌 微电子股份有限公司发行股份购买资产并募集配套资金申请的通知》。上交所依据相关规定对申请文件 进行了核对，认为该项申请文件齐备，符合法定形式，决定予以受理并依法进行审核。 ...

Core Viewpoint - The major shareholder, National Integrated Circuit Industry Investment Fund Co., Ltd. (National Fund), has reduced its stake in TaiLing Microelectronics (Shanghai) Co., Ltd. to below 5%, resulting in a change in shareholder status without triggering a mandatory tender offer [3][7]. Group 1: Shareholder Reduction Details - Before the reduction, the National Fund held 16,688,400 shares, representing 6.93% of the total share capital [1]. - The reduction plan allowed the National Fund to sell up to 4,814,870 shares, not exceeding 2.00% of the total share capital, within a specified period from November 13, 2025, to February 12, 2026 [1]. - The actual reduction resulted in the sale of 4,651,261 shares, leaving the National Fund with 12,037,139 shares, which is approximately 4.999984% of the total share capital [2][3]. Group 2: Impact of the Reduction - The reduction in shareholding does not affect the control of the company, as the major shareholder and actual controller remain unchanged [3][7]. - The reduction was executed in compliance with relevant laws and regulations, and it aligns with the previously disclosed reduction plan [6][7]. - The National Fund is no longer classified as a shareholder holding more than 5% of the company’s shares following this transaction [3][7].

Group 1 - The People's Bank of China announced a 1 trillion yuan reverse repurchase operation to maintain liquidity in the banking system, indicating a reduced urgency for a short-term reserve requirement ratio cut [1] - Analysts suggest that the large liquidity injection allows for observation of effects before implementing broader monetary tools like a reserve requirement ratio cut, which remains an important option in the central bank's toolkit [1] Group 2 - Shenzhen's Industrial and Information Technology Bureau released an action plan for "Artificial Intelligence + Advanced Manufacturing" aimed at enhancing the semiconductor industry through AI applications [2] - The plan focuses on optimizing chip design and software code efficiency, and developing high-performance AI chips to meet the demands of various AI terminals [2] Group 3 - The Ministry of Industry and Information Technology is soliciting public opinions on mandatory national standards for the safety requirements of autonomous driving systems in intelligent connected vehicles [6] Group 4 - The Shanghai Stock Exchange plans to reduce market operating costs, expecting to return approximately 1.113 billion yuan to the market in 2026 through various initiatives [8] - The initiatives include optimizing information disclosure channels and enhancing regulatory service quality [8] Group 5 - The Ministry of Commerce proposed to impose countervailing duties on imported dairy products from the European Union, effective February 13, 2026 [9] Group 6 - The National Development and Reform Commission aims to establish a mandatory insurance system for unmanned aerial vehicles by 2027, enhancing the safety framework for low-altitude economic activities [10] Group 7 - The film industry is being targeted for consumption growth through a "Film +" initiative, with expectations for significant box office performance during the upcoming Spring Festival holiday [12] - Analysts highlight potential investment opportunities in film content producers, leading cinema companies, and firms with strong film production and marketing capabilities [12] Group 8 - A list of undervalued media stocks with projected earnings growth of over 100% has been compiled, indicating potential investment opportunities in the film and media sector [13]

Group 1 - The core viewpoint of the article highlights the recent share buyback and increase plans by certain companies, alongside the share reduction announcements from several others [1][3]. Group 2 - Chuzhou Development's controlling shareholder proposed to repurchase company shares worth between 100 million to 200 million yuan [3]. - Hainan Highway, the second-largest shareholder of Hainan Airlines Group, plans to increase its stake in the company [3]. - Wang Wei, the actual controller and director of Youkeshu, intends to increase his shareholding in the company [3]. Group 3 - Several companies announced share reductions, including: - Qianfang Technology, where shareholder Hangzhou Haoyue plans to reduce holdings by no more than 1.5% [3]. - Fuda Alloy, with controlling shareholder Wang Dawu intending to reduce holdings by no more than 3% [3]. - Dazhu Laser, where controlling shareholder Dazhu Holdings plans to reduce holdings by no more than 0.9672% [3]. - Dayuan Pump Industry, with shareholder Han Yuanfu planning to reduce holdings by no more than 3% [3]. - Huakang Clean, where the controlling shareholder and actual controller plan to collectively reduce their holdings [3]. - Jingwei Shares, with directors planning to reduce holdings by no more than 1.53% [3]. - Haizheng Materials, where shareholder Sinopec Capital intends to reduce holdings by no more than 1% [3]. - Huibo Energy, with shareholder Ningbo Huitong planning to reduce holdings by no more than 0.99999% [3]. - Other companies also announced similar reductions, including Caibai Shares, Nanda Optoelectronics, and Haohai Biomedical [3].

Group 1: Industry Developments - The National Development and Reform Commission and other departments plan to establish a mandatory insurance system for unmanned aerial vehicles by 2027, enhancing low-altitude insurance products to meet various application needs [1] - Shenzhen's action plan aims to strengthen the semiconductor industry by leveraging AI technology in key areas such as chip design and software optimization, targeting high-performance AI chips for various applications [2] - The internet regulatory authority is intensifying efforts to combat the spread of false information generated by AI without proper labeling, having already addressed over 13421 accounts and 543,000 pieces of illegal information [3] Group 2: Company Updates - Semiconductor company Huahong Semiconductor reported a record fourth-quarter revenue of $659.9 million, a year-on-year increase of 22.4%, with a gross margin of 13.0% [6] - Semiconductor manufacturer SMIC anticipates continued growth driven by domestic product replacements and strong demand for AI-related storage, despite challenges in the low-end market [4] - Aerospace company Hangya Technology plans to raise up to 600 million yuan through convertible bonds to fund various projects, including an intelligent manufacturing base in Malaysia [8] - Hezhong Instrument may face delisting risk due to projected net losses of approximately 89 million yuan for 2025, with revenue expected to be around 97 million yuan [5]

Core Viewpoint - The National Big Fund reduced its stake in TaiLing Microelectronics by selling 4.6513 million shares, representing 1.932040% of the company's total share capital, and is no longer a major shareholder with over 5% ownership [1] Summary by Categories - **Shareholding Changes** - The National Big Fund's planned reduction was initially set to not exceed 2%, but it fell short by 163,600 shares [1] - After the reduction, the National Big Fund holds 12.0371 million shares, which is 4.999984% of the total share capital of the listed company [1] - **Impact on Major Shareholder Status** - With the current shareholding below 5%, the National Big Fund is no longer classified as a major shareholder of TaiLing Microelectronics [1]

证券代码：688591 证券简称：泰凌微 公告编号：2026-010 泰凌微电子（上海）股份有限公司 关于持股 5%以上股东减持股份结果暨股东权益变 动降至 5%以下的提示性公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 大股东持股的基本情况 本次减持计划实施前，泰凌微电子（上海）股份有限公司（以下简称"公司"） 持股 5%以上股东国家集成电路产业投资基金股份有限公司(以下简称"国家大基 金") 持有公司股份 16,688,400 股，占公司总股本比例为 6.93%。 上述股东所持股份来源均为公司首次公开发行股票并在上海证券交易所科 创板上市（以下简称"IPO"） 前取得的股份，且已于 2024 年 8 月 26 日起解除限 售并上市流通。 减持计划的实施结果情况 2025 年 10 月 23 日，公司于上海证券交易所网站（www.sse.com.cn）披露了 《泰凌微电子（上海）股份有限公司持股 5%以上股东减持股份计划公告》（公告 编号：2025-046），因股东自身经营需要，国家大基 ...

泰凌微电子(上海)股份有限公司简式权益变动报告书 股票上市地点: 上海证券交易所 股票简称:泰凌微 股票代码: 688591 信息披露义务人: 国家集成电路产业投资基金股份有限公司 注册地址:北京市北京经济技术开发区景园北街 2 号 52 幢 7 层 718 室 通讯地址：北京市西城区真武庙 1 号职工之家 C 座 21-23 层 股份变动性质: 股份减持、被动稀释 ွ် 签 日期: 2026 年 2 月 12 日 信息披露义务人声明 一、本报告书系信息披露义务人依据《公司法》《证券法》《上市公司收购管 理办法》《证券期货法律适用意见第 19 号 -- 第十三条、第十四条的适用意见》 和《公开发行证券的公司信息披露内容与格式准则第 15 号 -- 权益变动报告书》 等相关法律、法规及规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准,其履行不违反 信息披露义务人章程或内部规则中的任何条款,或与之相冲突。 三、依据《证券法》《上市公司收购管理办法》《公开发行证券的公司信息披 露内容与格式准则第 15 号 -- 权益变动报告书》相关规定,本报告书已全面披 露了信息披露义务人在泰凌微电子(上海) ...

证券代码：688591 证券简称：泰凌微 公告编号：2026-009 泰凌微电子（上海）股份有限公司 2026年第一次临时股东会决议公告 本公司董事会及全体董事保证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。 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2026 年 2 月 12 日 （二） 股东会召开的地点：中国（上海）自由贸易试验区盛夏路 61 弄 1 号 11 层 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 236 | | --- | --- | | 普通股股东人数 | 236 | | 2、出席会议的股东所持有的表决权数量(股) | 28,382,962 | | 普通股股东所持有表决权数量(股) | 28,382,962 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 12.0012 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 12 ...

北京市中伦（上海）律师事务所 关于泰凌微电子（上海）股份有限公司 2026 年第一次临时股东会的 法律意见书 $$\Xi=\mathrm{O}\Longrightarrow\mathrm{\P}\not\Xi=\mathrm{\P}\not\Xi$$ 法律意见书 北京市中伦（上海）律师事务所 关于泰凌微电子（上海）股份有限公司 2026 年第一次临时股东会的 法律意见书 致：泰凌微电子（上海）股份有限公司（以下简称"公司"） 北京市中伦（上海）律师事务所（以下简称"本所"）接受公司的委托，指 派律师出席并见证公司2026年第一次临时股东会（以下简称"本次会议"）。 本所律师根据《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》"）、《上市公司股东会规则》 （以下简称"《股东会规则》"）、《律师事务所从事证券法律业务管理办法》 （以下简称"《证券法律业务管理办法》"）、《律师事务所证券法律业务执业 规则（试行）》（以下简称"《证券法律业务执业规则》"）等相关法律、行政 法规、规章、规范性文件及《泰凌微电子（上海）股份有限公司章程》（以下简 称"《公司章程》"）的 ...