Key Points - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors [2] Major Events - Xizang Tianlu experienced significant abnormal fluctuations in the trading of its convertible bonds, with a cumulative price increase exceeding 100% over seven trading days, leading to a closing price of 481.80 CNY per bond, representing a premium of 381.80% over the face value [3][4] - Huqin Technology plans to acquire 6% of Jinghe Integrated's shares for 2.393 billion CNY, with a transfer price of 19.88 CNY per share [4][5] - Liyuan Technology's actual controller received a criminal judgment for violating information disclosure regulations, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million CNY [6] - Huashi Technology's general manager had the detention measures lifted, allowing him to resume his duties [7] - Dongfang Materials' chairman resigned for personal reasons but will continue as a board member [8] - WuXi AppTec adjusted its share repurchase price limit to a maximum of 114.15 CNY per share [9] - ST Haihua's subsidiary plans to acquire 100% of Lixin Dingsheng for 43 million CNY [10] - Xizang Tourism clarified that it has not engaged in business cooperation related to the Yarlung Tsangpo River project amid stock price volatility [11][12] - Yabont Chemical decided to terminate its planned external investment in Gansu Haotian Technology [13] - Zhongbei Communication's subsidiary terminated its acquisition of a 55% stake in PT. Semesta Energi Services due to unmet conditions [14] - Quzhou Development plans to purchase shares of Xiandai Electronics and raise matching funds, leading to a temporary stock suspension [15] - Shenli Co. terminated its control change plan due to the buyer's failure to pay the agreed transaction price [16] Performance Reports - Greenland Holdings reported a 16.93% year-on-year increase in contract sales amounting to 21.752 billion CNY in Q2 2025 [17][18] - Lujiazui's net profit for the first half of 2025 was 815 million CNY, a decrease of 7.87% year-on-year [19] - Hongfa Co. achieved a net profit of 964 million CNY in the first half of 2025, reflecting a 14.19% increase [20] - Nanya New Materials expects a net profit increase of 44.69% to 71.82% in the first half of 2025 [21] - ST Tianwei anticipates a significant net profit increase of approximately 2064.85% year-on-year [22] - Fudan Microelectronics expects a net profit decrease of 39.67% to 48.29% in the first half of 2025 [23][24] - Sains expects a net profit decrease of 57.53% to 60.13% despite revenue growth [25] - Baotai anticipates a net loss reduction of 110 million to 140 million CNY in the first half of 2025 [26] Major Contracts - China CNR signed several major contracts totaling approximately 32.92 billion CNY [27] - Wantong Intelligent Control entered into an exclusive authorization agreement in the embodied intelligence field [28] - Anhui Construction won a bid for a highway concession project with an estimated total investment of 3.614 billion CNY [29] - Tiantian Technology's subsidiary signed a procurement order worth 400 million CNY for copper-lithium composite strips [30] - Daoshi Technology signed a strategic cooperation agreement related to humanoid robots [31] Shareholding Changes - Suzhou Planning's shareholders plan to reduce their holdings by up to 4.5% [32] - Jiahe Meikang's shareholder plans to reduce holdings by up to 3% [33] - Huaye Fragrance's controlling shareholder plans to reduce holdings by up to 3% [34] - Lanfeng Biochemical's shareholder plans to reduce holdings by up to 2.61% [35] - Anji Food's actual controller plans to reduce holdings by up to 2% [37] - Saiwei Electronics' National Integrated Circuit Fund reduced its holdings by 1.06% [38] - Lakala's Lenovo Holdings reduced its holdings by 535,960 shares [39] Share Buybacks - Shima Power plans to repurchase shares worth 300 million to 400 million CNY [40]

Core Viewpoint - Quzhou Development (600208.SH) is planning to issue shares to acquire assets and raise supporting funds, leading to a temporary suspension of its stock trading starting July 30, 2025, for no more than 10 trading days [1] Group 1: Company Actions - The company intends to purchase shares of Xian Dao Electronic Technology Co., Ltd. held by Guangdong Xian Dao Rare Materials Co., Ltd. and is also interested in acquiring shares from other shareholders of Xian Dao Electronic Technology [1] - The transaction is currently in the planning stage, and the relevant scheme has not yet been finalized [1] Group 2: Stock Suspension - To ensure fair information disclosure and protect investor interests, the company has applied for a stock suspension in accordance with the Shanghai Stock Exchange regulations [1] - The expected duration of the stock suspension is no more than 10 trading days [1]

每经记者｜陈晴 每经编辑｜魏官红 并购重组 衢州发展：拟购买先导电科股份并募集配套资金 衢州发展公告，公司拟通过发行股份等方式购买广东先导稀材股份有限公司持有的先导电子科技股份有 限公司的股份，同时募集配套资金。本次交易正在筹划阶段，相关方案尚未最终确定。 *ST海华：控股子公司茫崖源鑫能源拟422.11万元收购若羌源鑫能源51%股权 *ST海华公告，控股子公司茫崖源鑫能源有限公司拟以现金422.11万元收购新疆庆源实业集团有限公司 持有的若羌源鑫能源有限公司51%股权。本次交易构成关联交易，但不构成重大资产重组。 中贝通信：终止控股子公司贝通信国际股权收购事项 中贝通信公告，公司控股子公司贝通信国际计划以自有资金2500万美元（折合人民币约1.82亿元）收购 PT.Semesta Energi Services 55%股权，但因未满足投资协议中约定的核心交割条件，经协商决定终止本 次收购事宜。此次终止不会对公司现有经营业绩及财务状况产生不利影响。 业绩披露 仕佳光子：2025年上半年归属于上市公司股东的净利润2.17亿元，同比增长1712% 仕佳光子公告，2025年上半年营业收入9.93亿元，同比增长121 ...

Group 1 - The company, Quzhou Development, announced plans to acquire shares of Xian Dao Electronic Technology Co., Ltd. from its current shareholders, including Guangdong Xian Dao Rare Materials Co., Ltd. [1] - The acquisition is intended to be financed through the issuance of shares and the company is also looking to raise additional funds to support the transaction [1] - Quzhou Development's stock will be suspended from trading starting July 30, with an expected suspension period of no more than 10 trading days [1] Group 2 - Xian Dao Electronic Technology Co., Ltd. specializes in the research, production, sales, and recycling of sputtering targets and evaporation materials used in vacuum coating [1] - The product range includes high-purity metals, alloys, precious metals, and ceramic materials, which are widely used in various industries such as display, photovoltaic, semiconductor, precision optics, data storage, and glass [1] - As of the announcement date, the transaction is still in the planning stage, with no formal agreements signed yet, and it requires internal approval and regulatory clearance before proceeding [1] Group 3 - As of July 29, Quzhou Development's stock price was reported at 4.12 yuan per share, with a total market capitalization of 35.06 billion yuan [1]

衢州发展（600208）(600208.SH)发布公告，公司正在筹划涉及公司的重大事项。公司拟通过发行股份 等方式购买广东先导稀材股份有限公司持有的先导电子科技股份有限公司(以下简称"先导电科")的股 份，有意购买先导电科其他股东持有的股份并募集配套资金(以下简称"本次交易")。目前本次交易正在 筹划阶段，相关方案尚未最终确定。 公司股票自2025年7月30日(星期三)开市起停牌，预计停牌时间不超过10个交易日。 ...

Group 1 - The company, Quzhou Development (600208.SH), is planning a significant transaction involving the acquisition of shares in Xian Dao Electronic Technology Co., Ltd. from its current shareholders, including Guangdong Xian Dao Rare Materials Co., Ltd. [1] - The transaction is in the planning stage, and the specific details of the proposal have not yet been finalized [1]. - To ensure fair information disclosure and protect investor interests, the company has applied for a trading suspension starting from July 30, 2025, for a period not exceeding 10 trading days [1].

公司股票自2025年7月30日(星期三)开市起停牌，预计停牌时间不超过10个交易日。 智通财经APP讯，衢州发展(600208.SH)发布公告，公司正在筹划涉及公司的重大事项。公司拟通过发 行股份等方式购买广东先导稀材股份有限公司持有的先导电子科技股份有限公司(以下简称"先导电科") 的股份，有意购买先导电科其他股东持有的股份并募集配套资金(以下简称"本次交易")。目前本次交易 正在筹划阶段，相关方案尚未最终确定。 ...

Suspension and Resumption - Time Space Technology has terminated the planning of control change matters and resumed trading of its stock [1] - Quzhou Development plans to purchase shares of Xian Dao Electronic Technology Co., Ltd. held by Guangdong Xian Dao Rare Materials Co., Ltd., resulting in stock suspension [1] Share Buyback - Shennma Electric Power intends to repurchase shares worth between 300 million to 400 million yuan [2] Investment Cooperation and Operational Status - Jiangbolong expects a significant increase in the application scale of its self-developed main control chips for the entire year [3] - Hunan Tianyan is indirectly controlled by China Changan Automobile Group with a 37.25% stake [3] - ST Shengtun's subsidiary BMS plans to sign an investment agreement for a solar-storage project with Greener International, with an estimated electricity payment of approximately 48.06 million USD over 10 years [3] - Ashi Chuang has completed verification of some new semiconductor products and received trial orders [3] - Wantong Zhikong has signed an exclusive sales and cooperation contract with Shanghai Shenming Aosi Semiconductor Technology Co., Ltd. for the production and sale of boards based on the Fellow1 model chip, with a 5-year authorization period [3] - Daoshi Technology has signed a strategic cooperation framework agreement with Nengsida and its affiliate Chiperson to collaborate on humanoid robot electronic muscles [3] - Anhui Construction has won the bid for the Chongqing Rongchang to Sichuan Zigong highway project, with an estimated total investment of 3.614 billion yuan [3] - Tiantie Technology's subsidiary Anhui Tiantie has signed a procurement framework agreement with Zhuhai Xinjie for the purchase of copper-lithium composite strips, with an order amount of 400 million yuan [3] Performance Changes - Kaimete Gas expects a net profit of 55.8461 million yuan for the first half of 2025, representing a year-on-year increase of 199.82% [4] - Shijia Photon anticipates a net profit of 217 million yuan for the first half of 2025, reflecting a year-on-year increase of 1712.00% [5]

证券代码：600208 证券简称：衢州发展 公告编号：2025-042 衢州信安发展股份有限公司 关于筹划发行股份购买资产并募集配套资金的停牌公 告 本公司董事会及全体董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、准确性和完整性承担法律责任。 | 公司名称 | 广东先导稀材股份有限公司 | | --- | --- | | 法定代表人 李京振 | | | 统一社会信用代码 | 914418007510757245 | | 注册资本 | 37,676.6226 万元人民币 | | 成立日期 2003 | 年 6 月 23 日 | | 企业类型 | 股份有限公司（非上市） | | 注册地址 | 清远市清新区禾云镇工业区（鱼坝公路旁） | | 经营范围 | 研发、生产、销售硒、碲、镉、铋、锑、钴、镓、铟、砷、铅、 | | | 锡、铜、金、银、铂、钯、铑、铱、锇、锗、铼、钌稀有金属、 | | | 贵金属、高纯金属及其化合物、工艺品、器件、零件、高纯电 | | | 子材料、饲料添加剂；原料药（碱式碳酸铋、碱式水杨酸铋、 | | | 碱式硝酸铋、柠檬酸铋）；有色金属材料贸易；制造、加工 ...

人民财讯7月29日电，衢州发展（600208）7月29日晚间公告，公司拟通过发行股份等方式购买广东先导 稀材股份有限公司持有的先导电子科技股份有限公司(简称"先导电科")的股份，有意购买先导电科其他 股东持有的股份并募集配套资金。目前本次交易正在筹划阶段，相关方案尚未最终确定。公司股票自 2025年7月30日(星期三)开市起停牌，预计停牌时间不超过10个交易日。 ...