Mergers and Acquisitions - Shijia Photon plans to acquire equity in Dongguan Fuke Xima Communications Technology Co., Ltd. through a combination of issuing shares and cash payment, with the transaction price yet to be finalized [1] - Jifeng Technology intends to purchase a 5.29% stake in Sichuan Jifeng Juli Industrial Development Co., Ltd. for 7.1625 million yuan, aiming for 100% ownership post-transaction [2] - Jingce Electronics has completed the signing of an agreement to acquire approximately 4.83% of Shanghai Jingce Semiconductor Technology Co., Ltd. for 183 million yuan from the National Integrated Circuit Industry Investment Fund [3] Earnings Disclosure - Sairisi expects a net profit of 2.7 billion to 3.2 billion yuan for the first half of 2025, representing a year-on-year increase of 66.20% to 96.98% [4] - WuXi AppTec anticipates a revenue of approximately 20.799 billion yuan for the first half of 2025, with an adjusted net profit of about 6.315 billion yuan, reflecting a year-on-year growth of approximately 44.43% [5] - Guosheng Financial Holdings projects a net profit of 150 million to 220 million yuan for the first half of 2025, indicating a year-on-year increase of 236.85% to 394.05% [6] Shareholding Changes - Baoshui Technology announced that Shengbang Kaimi plans to reduce its stake by up to 1%, equivalent to a maximum of 12.0015 million shares, between August 4 and November 3 [7] - Wantong Development reported that shareholder Beijing Fuyuan intends to reduce its holdings by up to 3%, or 57.5074 million shares, through various trading methods [8] - Xingsen Technology's controlling shareholder plans to reduce its stake by up to 1.5%, approximately 25.344 million shares, within three months following the announcement [9]

Group 1 - Seli Medical's therapeutic hypertension vaccine project faces significant uncertainty despite recent market interest, with a 2024 revenue of 26,800 yuan and a net loss of 2,382,300 yuan [3] - Renfu Pharmaceutical's shareholder plans to increase their stake with a loan commitment of up to 750 million yuan, aiming to acquire 1% to 2% of the company's shares at a maximum price of 25.53 yuan per share [4] - China Northern Rare Earth's third-quarter trading price for rare earth concentrate is set at 19,109 yuan per ton, with price adjustments based on REO percentage changes [7][9] Group 2 - Saisir expects a net profit increase of 66.2% to 96.98% for the first half of 2025, driven by new product launches and improved sales [13] - WuXi AppTec anticipates a 44.43% increase in adjusted net profit for the first half of 2025, with revenue expected to reach approximately 20.799 billion yuan [15] - Yiyuan Communication forecasts a 121.13% increase in net profit for the first half of 2025, capitalizing on the growth of 5G and AI technologies [16] Group 3 - Longqing Co. expects a net profit increase of 106.02% to 131.77% for the first half of 2025, attributed to production capacity release and cost reduction [17] - Guosheng Financial Holdings predicts a net profit increase of 236.85% to 394.05% for the first half of 2025, supported by improved brokerage and investment banking performance [18] - Dali Long anticipates a net profit increase of 162.38% to 249.84% for the first half of 2025, driven by market expansion and operational efficiency [19] Group 4 - Tianbao Infrastructure expects a staggering net profit increase of 1581.8% to 2329.27% for the first half of 2025, largely due to a significant tax refund [20] - China Shipbuilding anticipates a net profit increase of 98.25% to 119.49% for the first half of 2025, benefiting from improved production efficiency and order structure [21] - Shanghai Xiba expects a net profit increase of 136.47% to 181.85% for the first half of 2025, influenced by non-recurring income [22] Group 5 - *ST Yanzhen reports a total of 53.773 million shares accepted in a tender offer, representing 20.47% of total equity, with a new major shareholder emerging [12] - Shanghai Mechanical and Electrical's major shareholder has received approval for a share transfer that will not change the company's control [10] - Good Products plans to suspend trading due to a potential change in control, with a suspension expected for no more than two trading days [11]

证券代码：600246 证券简称：万通发展 公告编号：2025-060 北京万通新发展集团股份有限公司 关于持股 5%以上股东减持股份计划公告 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、准确性和完整性承担法律责任。 重要内容提示： 股东持股的基本情况 北京万通新发展集团股份有限公司（以下简称"公司"）股东北京复远投资 管理有限公司（代表"复远复兴一号私募证券投资基金"）（以下简称"北京复远"） 持有公司股份 110,000,000 股，占公司总股本的 5.74%。 二、减持计划的主要内容 减持计划的主要内容 北京复远拟通过集中竞价交易方式、大宗交易方式减持公司股份数量不超过 57,507,400 股，合计减持不超过公司总股本的 3%。减持期间自本公告披露之日 起 15 个交易日后三个月内，且在任意连续 90 日内，采取集中竞价交易方式减持 股份总数不超过公司总股本的 1%，即不超过 19,169,100 股；采取大宗交易方式 减持股份总数不超过公司总股本的 2%，即不超过 38,338,300 股。减持价格将按 照减持实施期间的市场价格确定 ...

万通发展（600246）公告，股东北京复远投资管理有限公司拟通过集中竞价交易方式和大宗交易方式减 持公司股份不超过5750.74万股，占公司总股本的3%。 ...

Financial Assistance and Default Overview - Company provided a convertible bond loan of $50 million to its wholly-owned subsidiary, Source Photonics (Chengdu) Co., Ltd, under the Convertible Bond Investment Agreement [1] - As of May 31, 2025, Source Photonics (Chengdu) repaid only $6.81 million of the principal and all interest, with $43.19 million of the principal overdue [1] Legal Actions and Arbitration Progress - Due to the failure of Source Photonics (Chengdu) to repay the principal and interest, the company has initiated legal actions to enforce repayment and has received a notice of case acceptance from the Shenzhen International Arbitration Court [2] - As of the announcement date, the arbitration has not yet been heard [2] Settlement Agreement - On July 3, 2025, the company reached a settlement agreement with the relevant parties, stipulating that by July 10, 2025, the total amount of RMB 341,211,985.55 will be paid to the company [2][3] - The settlement amount includes overdue principal and interest, as well as arbitration-related expenses totaling RMB 10,813,136.3 [2] Terms of the Settlement - Upon receiving the full settlement amount, the company will have no further claims against Source Photonics and its related parties regarding the investment disputes [3][4] - The investment agreements will be terminated upon receipt of the settlement amount, and the company will no longer hold any rights under the investment documents [4] Compliance and Obligations - The company is required to withdraw all arbitration applications and related judicial requests upon receiving the settlement amount [4][5] - Any breach of the settlement agreement by the company will result in a penalty of 5% of the settlement amount [5] Recovery of Overdue Amounts - As of July 3, 2025, the company has received the full settlement amount of RMB 352,025,121.85 from Source Photonics (Chengdu), recovering all overdue financial assistance [6]

证券代码：600246 证券简称：万通发展 公告编号：2025-059 北京万通新发展集团股份有限公司 关于对外提供财务资助逾期进展暨签署和解协议的公告 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。 二、财务资助逾期的进展情况 截至本公告披露日，前述仲裁尚未开庭审理。为维护公司和全体股东合法权 益，经友好协商，公司与前述仲裁事项所涉及的相关方，就仲裁请求事项达成和 解，于 2025 年 7 月 3 日签署《关于万通可转债和万通投资之和解协议》（以下 简称"和解协议"）。主要内容如下： （一）万通可转债还款以及万通投资争议解决： 1.除境内子公司前期已经向万通发展支付的人民币 77,485,827.5 元外，在本 协议生效后不晚于 2025 年 7 月 10 日，由境内子公司和/或其指定的关联方合计 向万通发展支付（i）逾期支付的可转债本息及认股权证行权差额共计人民币叁 亿肆仟壹佰贰拾壹万壹仟玖佰捌拾伍元伍角伍分（¥341,211,985.55）；（ii）万 通发展因申请仲裁所支出的费用共计人民币壹仟零捌拾壹万叁仟壹佰叁拾陆元 ...

证券代码：600246 证券简称：万通发展 公告编号：2025-058 北京万通新发展集团股份有限公司 关于上海证券交易所对公司2024年年度报告 信息披露监管问询函的回复公告 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。 北京万通新发展集团股份有限公司（以下简称"公司"或"万通发展"） 于近日收到上海证券交易所《关于北京万通新发展集团股份有限公司 2024 年年 度报告的信息披露监管问询函》（上证公函【2025】0711 号，以下简称"问询 函"）。公司收到问询函后高度重视，积极组织相关部门、年审会计师对问询 函中提出的问题进行逐项核查确认，现就有关情况回复如下： 1.关于长期股权投资和其他应收款 公司近年有较多对外投资，主要列示于长期股权投资，其中对部分投资标 的提供财务资助并形成其他应收款。年报显示，公司长期股权投资期末余额 8.92 亿元，本期在权益法下确认的投资损失 4,452.90 万元，计提减值准备 1.20 亿 元。其中，北京太极通工电子技术有限责任公司（以下简称太极通工）、成都 知融科技有限公司（以下简称成 ...

关于北京万通新发展集团股份有限公司 2024 年年度报告的信息披露监管问询函 要求会计师发表意见的有关问题的 专项说明 致同会计师事务所(特殊普通合伙) 关于北京万通新发展集团股份有限公司 2024年年度报告的信息披露监管问询函要求会计师发表 意见的有关问题的专项说明 致同专字(2025) 第 110A016956 号 上海证券交易所上市公司管理一部: 致同会计师事务所(特殊普通合伙)(以下简称"我们")接受委托,对北京 万 通 新 发 展 集 团 股 份有限公司（以下简称"公 司"或"万 通 发 展"）2024 年度 财 务 报 表进行审计,并于 2025年 4 月 28 日出具了致同审字（2025）第 110A017868 号的 无保留意见审计报告。 我们于 2025年 5月 30日收到了万通发展转来的贵所出具的《关于北京万通 新发展集团股份有限公司 2024年年度报告的信息披露监管问询函》(上证公函 【2025】0711 号,以下简称"问询函")按照该问询函的要求,基于万通发展对问 询函相关问题的说明以及我们对万通发展 2024年度财务报表审计已执行的审计 工作,现就有关事项专项说明如下: 1.关于长期 ...

证券代码：600246 证券简称：万通发展 公告编号：2025-058 北京万通新发展集团股份有限公司 关于上海证券交易所对公司2024年年度报告 信息披露监管问询函的回复公告 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。 北京万通新发展集团股份有限公司（以下简称"公司"或"万通发展"） 于近日收到上海证券交易所《关于北京万通新发展集团股份有限公司 2024 年年 度报告的信息披露监管问询函》（上证公函【2025】0711 号，以下简称"问询 函"）。公司收到问询函后高度重视，积极组织相关部门、年审会计师对问询 函中提出的问题进行逐项核查确认，现就有关情况回复如下： 1.关于长期股权投资和其他应收款 公司近年有较多对外投资，主要列示于长期股权投资，其中对部分投资标 的提供财务资助并形成其他应收款。年报显示，公司长期股权投资期末余额 8.92 亿元，本期在权益法下确认的投资损失 4,452.90 万元，计提减值准备 1.20 亿元。其中，北京太极通工电子技术有限责任公司（以下简称太极通工）、成 都知融科技有限公司（以下简称成都 ...

Core Viewpoint - The report outlines the equity changes of Beijing Wantong New Development Group Co., Ltd. due to a judicial auction for debt repayment, resulting in a reduction of shareholding by the controlling shareholders [1][2]. Group 1: Equity Change Details - The equity change is a result of a judicial auction, leading to a reduction in shareholding by the information disclosing parties [9][10]. - 嘉华控股 (Jiahua Holdings) reduced its shareholding by 82,500,000 shares, representing a decrease of 4.3038%, while 万通控股 (Wantong Holdings) reduced its shareholding by 41,010,000 shares, representing a decrease of 2.1394% [9][10]. - After the equity change, 嘉华控股 holds 364,389,141 shares (19.0091%) and 万通控股 holds 278,249,789 shares (14.5155%), totaling 642,638,930 shares (33.5246%) [9][10]. Group 2: Shareholding Structure - 嘉华控股 holds 61.97% and 海南万通御风投资有限公司 (Hainan Wantong Yufeng Investment Co., Ltd.) holds 20.07%, with other shareholders holding a combined 17.96% [5]. - The report confirms that 嘉华控股 and 万通控股 are acting in concert as they share the same actual controller [9][10]. Group 3: Future Plans - The information disclosing parties do not rule out further shareholding changes in the next 12 months, adhering to relevant legal disclosure obligations [9][10].