从微观案例看本轮并购趋势之二:科创板高质量并购潮集中涌现

上海申银万国证...
Sep 03, 2025

近期科创板并购动作密集,停牌公告密集发布,引发市场高度关注。仅2025 年8 月单月,科创板就已出现 7 起重大资产重组或定增收购案例,数量持平25Q2 全季度。其中,半导体领域成为绝对主力,在7 起案例中占据5 起。中芯国际、华虹公司、芯原股份等行业头部企业相继披露并购计划,具体而言:1)中芯国际(688981.SH)8 月29 日公告拟通过发行股份,收购控股子公司中芯北方49%的股权;2)...

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