Group 1 - The core transaction involved 481,500 shares of Tai Ling Micro, with a total transaction value of 20.0732 million yuan, accounting for 8.83% of the total trading volume on that day [1] - The transaction price was 41.69 yuan, which represents a discount of 0.79% compared to the market closing price of 42.02 yuan [1] - The transaction took place on February 6, 2026, with the buying brokerage being CITIC Securities and the selling brokerage being Huatai Securities [2]

Group 1 - The core transaction involved 1.22 million shares of Tai Ling Micro, with a total transaction value of 51.1668 million yuan, accounting for 22.97% of the total trading volume on that day [1] - The transaction price was 41.94 yuan per share, which represents a discount of 0.97% compared to the market closing price of 42.35 yuan [1] - The transaction was executed by an institutional trading department, specifically by Huatai Securities Co., Ltd. Beijing Branch [2]

证券代码：688591 证券简称：泰凌微 泰凌微电子（上海）股份有限公司 2026 年第一次临时股东会 会议材料 二〇二六年二月 泰凌微电子（上海）股份有限公司 2026 年第一次临时股东会会议材料 目 录 | 泰凌微电子（上海）股份有限公司 2026 年第一次临时股东会会议须知 | 3 | | --- | --- | | 泰凌微电子（上海）股份有限公司 年第一次临时股东会议程 5 2026 | | | 泰凌微电子（上海）股份有限公司 2026 年第一次临时股东会议案 9 | | | 议案一：关于公司符合发行股份及支付现金购买资产并募集配套资金条件的议案.. | 10 | | 议案二：关于公司发行股份及支付现金购买资产并募集配套资金方案的议案 | 11 | | 议案三：关于公司《发行股份及支付现金购买资产并募集配套资金报告书（草案）》 | | | 及其摘要的议案 | 25 | | 议案四：关于本次交易不构成重大资产重组的议案 | 26 | | 议案五：关于本次交易不构成关联交易的议案 | 27 | | 议案六：关于本次交易不构成重组上市的议案 | 28 | | 议案七：关于本次交易符合《上市公司重大资产重组管 ...

Core Viewpoint - The announcement from TaiLing Micro indicates a significant reduction in shareholding by the National Integrated Circuit Industry Investment Fund, which may impact investor sentiment and the company's stock performance [1] Shareholding Changes - The National Integrated Circuit Industry Investment Fund reduced its shareholding in TaiLing Micro by 2.3213 million shares, decreasing its total holdings from 16.6884 million shares to 14.3671 million shares [1] - The percentage of shares held by the National Integrated Circuit Industry Investment Fund fell from 6.93% to 5.97% of the total share capital, crossing a 1% threshold [1]

Share Reduction - TaiLing Micro will reduce its shares by 2.3213 million, decreasing its holding from 6.95% to 5.97% between December 24, 2025, and February 3, 2026 [1] - Jindan Technology's shareholder plans to reduce up to 6.7063 million shares, not exceeding 3.00% of the total share capital, within three months after 15 trading days from the announcement date [1] - Jiangyan Group's major shareholder intends to reduce up to 19.28 million shares, accounting for no more than 3% of the total share capital [1] - Jingce Electronics' major shareholder plans to reduce up to 5 million shares, representing 1.79% of the total share capital, within three months after 15 trading days from the announcement date [1] Shareholder Actions - Changjiang Communication's major shareholders plan to reduce a total of 3.2877 million shares, not exceeding 1% of the total share capital, within three months after 15 trading days from the announcement date [2] Clarifications - Juguang Technology reported that its optical communication revenue accounts for only about 7% of total revenue, indicating it is not a core performance pillar [3] - Jieput's optical communication-related business revenue is less than 5% of total operating income for the first three quarters of 2025 [4] - Woge Optoelectronics stated that its aerospace CPI products have not yet achieved mass production, with current applications involving only a single satellite's flexible solar wing, contributing less than 0.1% to the 2025 annual revenue [4] - Oat Technology's acquisition of AXIS-TEC includes products related to silicon photonic wafer testing, but market promotion is still in the early stages, facing future uncertainties [4] - *ST Cube's stock price has significantly deviated from its fundamentals, indicating risks of market sentiment overheating and irrational speculation [4][5] Regulatory Warnings - The Shanghai Stock Exchange issued regulatory warnings to Jushi Chemical for inaccurate revenue accounting, information disclosure issues, and non-compliance in internal control governance [5] - Pengxin Resources received a regulatory warning due to the long-term vacancy of its board secretary position, which has been filled by the chairman since January 21, 2022 [5] - *ST Rock also received a regulatory warning for the long-term vacancy of its board secretary position, filled by the vice chairman since September 12, 2024 [5] - *ST Cube's stock price has significantly deviated from its fundamentals, indicating risks of market sentiment overheating and irrational speculation [5] Other Developments - Aotwei reported that its photovoltaic equipment orders for the entire year of 2025 are at a historical low [6] - Naipu Mining terminated its investment in Veritas Resources AG and abandoned its investment in the Alacran copper-gold-silver project in Colombia [6]

Buybacks and Shareholder Actions - Guizhou Moutai has repurchased a total of 416,900 shares, accounting for 0.0333% of its total share capital, with a total payment of 571 million yuan [1] - Contemporary Amperex Technology Co., Ltd. has repurchased 15,990,800 shares, representing 0.3628% of its total A-share capital, with a total transaction amount of 4.386 billion yuan [2] - SF Holding has repurchased 5,095,850 shares, which is 1.01% of its total share capital, with a total amount of approximately 2 billion yuan [10] - Wireless Media has seen its major shareholders reduce their stakes, with Wensheng Fund and its concerted parties reducing 4% of the total share capital [12] Corporate Actions and Financial Updates - Tai Ling Microelectronics announced that its second-largest shareholder, the National Integrated Circuit Industry Investment Fund, has reduced its stake from 6.95% to 5.97% by selling 2,321,300 shares [3] - Nape Mining has terminated its investment in Swiss Veritas Resources AG due to changes in delivery conditions, with no breach of contract [4] - Huangshan Tourism plans to invest approximately 530 million yuan in the construction of a hotel project, with a total building area of 79,178.15 square meters [8][9] - *ST Jinling's restructuring plan has been approved by the court, allowing the company to enter the execution phase of the plan [7] Performance and Sales - Country Garden reported a contract sales amount of approximately 2.21 billion yuan for January 2026, with a sales area of about 280,000 square meters [11] - Industrial Fulian has accumulated a total buyback fund of 247 million yuan as of January 31, 2026 [17] - Yutong Bus produced 2,167 vehicles in January 2026, a decrease of 15.35% year-on-year [17]

证券代码：688591 证券简称：泰凌微 公告编号：2026-007 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 6.95% | | | | 权益变动后合计比例 | 5.97% | | | | 本次变动是否违反已作出的承 | 是□ | 否 | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否 | | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | 其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 2.信息披露义务人信息 | 信息披露义务人名称 | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | | □ | 控股股东/实控人 | | | 国家集成电路产业投 □ | ...

Core Viewpoint - The announcement from Tai Ling Micro indicates a change in shareholding by the National Integrated Circuit Industry Investment Fund Co., Ltd., which has triggered a 1% threshold adjustment in its equity stake [1] Group 1: Shareholding Changes - The shareholder's stake will be diluted from 6.95% to 6.93% upon the completion of restricted stock registration in 2025 [1] - From December 24, 2025, to February 3, 2026, the shareholder plans to reduce its holdings by selling 2,321,275 shares, decreasing its ownership from 6.93% to 5.97% [1] - This reduction in shareholding is classified as a decrease and does not trigger a mandatory tender offer, nor does it affect the control of the company [1]

Core Viewpoint - The acquisition of 100% equity of Panqiwei by Tailinwei for 850 million yuan aims to enhance Tailinwei's competitive edge in the low-power wireless IoT chip market through technology and business integration [1][9]. Group 1: Acquisition Details - Tailinwei plans to acquire Panqiwei through a combination of share issuance and cash payment, valued at 850 million yuan, and will simultaneously raise supporting funds [1]. - Post-acquisition, Panqiwei will become a wholly-owned subsidiary of Tailinwei, and this transaction does not constitute a major asset restructuring [1]. Group 2: Market Position and Technology - In the global low-power wireless IoT chip market, international leaders dominate due to their first-mover advantage, while domestic companies like Tailinwei have made significant progress but still lag in revenue scale and product ecosystem [3]. - Tailinwei, established in 2010, has positioned itself among the global top tier in short-range wireless communication chips, with over 40% of its revenue coming from overseas markets [3]. - The company’s product range includes low-power Bluetooth, dual-mode Bluetooth, Zigbee, Matter, and WiFi, with applications in various sectors such as smart homes and industrial systems [3]. Group 3: Panqiwei's Strengths - Panqiwei, founded in 2011, has been recognized as a national-level "little giant" enterprise, focusing on differentiated technology in short-range wireless communication chips [5]. - Its core products emphasize BLE and 2.4G proprietary protocols, achieving significant cost advantages and lower power consumption compared to mainstream products [5]. Group 4: Strategic Benefits of the Acquisition - The merger is expected to enhance Tailinwei's overall competitiveness by integrating Panqiwei's low-power technology, which can optimize Tailinwei's main products and address industry challenges related to power consumption in edge AI chips [7]. - The acquisition will also fill Tailinwei's gap in wide-area wireless communication, leveraging Panqiwei's expertise in Sub-1G and 5G-A passive cellular IoT technologies [7]. Group 5: Financial Implications - The acquisition may have a short-term negative impact on Tailinwei's profitability, but it is expected to significantly enhance long-term growth potential [8]. - Financial data indicates that Tailinwei's revenue is projected to increase post-acquisition, while Panqiwei's revenue has stabilized between 90 million to 120 million yuan, with a trend of narrowing losses [8]. - Panqiwei has committed to achieving a cumulative net profit of no less than 114 million yuan from 2026 to 2028, providing a safeguard for long-term profitability growth [8]. Group 6: Industry Impact - This acquisition is not only a strategic move for Tailinwei but also a significant step in strengthening the domestic IoT chip industry, potentially narrowing the gap with international competitors [9].

Core Viewpoint - The company plans to acquire 100% equity of Shanghai Panqi Microelectronics Co., Ltd. through a combination of share issuance and cash payment, with a total transaction price of 850 million yuan [1] Group 1: Acquisition Details - The acquisition involves 26 counterparties, including STYLISH TECH LIMITED and several investment management partnerships [1] - The total amount of supporting funds raised will not exceed 100% of the transaction price for the asset purchase [1] Group 2: Strategic Objectives - The transaction aims to achieve comprehensive synergy from core technology, product parameters, sales operations, and business layout [1] - The acquisition is intended to consolidate the company's leading market position, enhance key technological capabilities, and improve its "hard technology" attributes [1] - The company seeks to boost its international competitiveness through this strategic move [1]