格隆汇8月13日｜屹唐股份(688729.SH)公告称，公司因认为应用材料公司非法获取并使用了公司的等离 子体源及晶圆表面处理相关的核心技术秘密，在中国境内以申请专利的方式披露了该技术秘密，且将该 专利申请权据为己有，违反了《中华人民共和国反不正当竞争法》的规定，构成侵犯商业秘密的违法行 为，向北京知识产权法院提起诉讼，诉讼金额为人民币9999万元。公司表示，本次诉讼不会对公司经营 方面产生重大不利影响，也不会影响公司正常生产经营。最终实际影响将取决于法院生效判决结果。 ...

Group 1 - The company has technological reserves in additive manufacturing, injection molding, and powder pressing for lightweight robotic components [1] - The company is currently in discussions with leading enterprises regarding the development of related components [1] - Stakeholders are encouraged to keep an eye on the company's announcements for further updates [1]

格隆汇8月13日丨正帆科技(688596.SH)公布，为进一步延伸产业链布局，提升企业整体核心竞争力，公 司与汉京半导体股东SINGAREVIVAL控股私人有限公司（简称"SINGAREVIVAL"）、沈阳秦科创业投 资合伙企业(有限合伙)（简称"沈阳秦科"）、上海汉富集业咨询管理合伙企业(有限合伙)（简称"上海汉 富"）、辽宁汉宥咨询管理合伙企业(有限合伙）（简称"辽宁汉宥"）、辽宁唐科咨询管理合伙企业(有限 合伙)（简称"辽宁唐科"）签署了《股份转让协议》，购买上述5名股东持有的汉京半导体总计62.2318% 的股权，转让价格合计为人民币112,017.21万元，公司将以现金支付方式完成本次交易，资金来源为自 有和自筹资金。 ...

Core Viewpoint - The company, Hotgen Biotech (688068.SH), has approved a capital increase for its associate company, Shunjing Pharmaceutical, through a board meeting held on August 12, 2025, involving a total investment of 100 million yuan [1] Group 1: Capital Increase Details - The capital increase will be priced at 25 yuan per registered capital, raising Shunjing Pharmaceutical's registered capital from 72 million yuan to 76 million yuan [1] - After the capital increase, the company's equity stake in Shunjing Pharmaceutical will decrease from 45.5833% to 43.1842% [1] - The company has decided to waive its preferential subscription rights for this capital increase [1] Group 2: Related Party Transactions - Shunjing Pharmaceutical is an associate company in which the company holds a 45.5833% stake [1] - Lin Changqing, the company's controlling shareholder and actual controller, is also the legal representative and chairman of Shunjing Pharmaceutical, indicating a related party relationship [1] - The company's decision to waive its preferential subscription rights constitutes a related party transaction under the Shanghai Stock Exchange's regulations [1]

格隆汇8月13日丨徕木股份(603633.SH)公布，自本公告披露日起15个交易日后的3个月内，方培教先生 计划采取集中竞价方式减持不超过4,268,108股，占公司总股本的1.00%；采取大宗交易方式减持不超过 8,536,216股，占公司总股本的2.00%；合计减持不超过12,804,324股，占公司总股本的3.00%，占其所持 有股份总数的17.47%。 ...

Group 1 - Goldman Sachs has assigned a "Buy" rating to Sea (SE.US) with a target price of $193 [1] - For the three months ending in June, Sea's revenue increased by 38% year-over-year to a record $5.26 billion, surpassing analysts' average estimate of $5 billion [1] - Net profit surged from $79.9 million in the same period last year to $414.2 million [1]

理想汽车(LI.US)盘前涨约3.3%，报24.78美元。消息面上，理想汽车创始人李想在微博发文表示，9月目 标之一是理想i8交付超越8000辆，挑战1万辆。李想指出，理想i8目前的订单量，说明目标用户认可理 想i8的产品定义——越野车的全能、豪华轿车的操控、MPV的舒适。据介绍，理想i8原有的Pro、Max和 Ultra三个版本统一调整为MAX单一配置，并增加少量选装，最终定价为33.98万元。本月早些时候，李 想透露，理想i8小订用户超3万。(格隆汇) ...

Core Viewpoint - The U.S. stock market saw a collective rise in popular Chinese concept stocks before the market opened, indicating positive investor sentiment towards these companies [1] Group 1: Stock Performance - Bilibili experienced a rise of over 5% [1] - NetEase and Kingsoft Cloud both increased by more than 4% [1] - Ctrip, Tiger Brokers, Li Auto, NIO, Futu, and Quantum Song all saw gains exceeding 3% [1] - Alibaba, Tencent Music, and Pinduoduo rose by more than 2% [1]

Core Viewpoint - Zhengyu Industrial (603089.SH) announced a division of its controlling shareholder, Zhejiang Zhengyu Investment Co., Ltd., into multiple entities, which will not affect the company's operational status [1] Group 1: Corporate Structure Changes - The division will create three new companies: Taizhou Yule Holdings Co., Ltd., Taizhou Haoxiang Holdings Co., Ltd., and Taizhou Zhigao Junhe Holdings Co., Ltd. [1] - Zhengyu Investment will split its 41.03% stake in Zhengyu Industrial, distributing 13.3354% (32.0094 million shares) to Yule Holdings, 14.3612% (34.4717 million shares) to Haoxiang Holdings, and 13.3354% (32.0094 million shares) to Zhigao Junhe Holdings [1] - After the division, the actual controller of the company remains unchanged, with the controlling shareholder transitioning from Zhengyu Investment to Yule Holdings [1] Group 2: Commitments and Agreements - The surviving Zhengyu Investment and the new companies will continue to honor the original share lock-up commitments and the agreements of acting in concert [1] - The division is structured to ensure that the operational commitments and governance of the company remain intact despite the changes in shareholding [1]

格隆汇8月13日｜平安证券研报指出，常熟银行2025年上半年实现归母净利润19.7亿元，同比增长 13.5%。截至2025年6月末，常熟银行总资产规模达4012亿元，较年初增幅9.45%，其中贷款较年初增幅 4.40%，存款较年初增幅8.46%。根据公司2025年中期利润分配方案，中期分红比例为25.27%。关注零 售和小微业务变化，中期分红水平抬升。公司始终坚守"三农两小"市场定位，持续通过深耕普惠金融、 下沉客群、异地扩张走差异化发展的道路，零售与小微业务稳步发展，未来有望持续受益于小微企业和 零售客户需求的持续回暖。2025年中期分红率达到25.27%（19.77%，24A），分红水平较往年抬升明 显。此外，截至8月12日，公司可转债余额达到60亿元，其中8月12日收盘价（7.88元）来看已超过可转 债强赎价格（7.85元），未来若成功转股，资本实力有望进一步增厚。该行维持公司盈利预测，长期看 好公司小微业务的发展空间，维持"强烈推荐"评级。 ...