Market Overview - US stock market showed slight fluctuations ahead of the global central bank meeting, with the S&P 500 index down 0.01%, Dow Jones down 0.08%, and Nasdaq up 0.03% [1] - The Nasdaq Golden Dragon China Index rose by 0.12%, with notable gains in Chinese concept stocks such as Xunlei up over 37%, Burning Stone Medical up about 36%, and Huami Technology up over 28% [3] Company Performance - Meta Platforms saw a decline of over 2%, while Tesla rebounded by over 1% and Intel dropped nearly 3.7% [2] - Novo Nordisk's stock increased by nearly 7%, and its partner GoodRx surged by 37% following the announcement of a cash payment discount for its weight loss drug [2][7] - China Shipbuilding reported zero objection shares, leading to stock resumption [22] Economic Indicators - US Treasury yields have risen for three consecutive days, with the ten-year yield reaching a two-week high [4] - The dollar index rebounded, moving away from a two-week low [4] Industry Developments - India and Vietnam have imposed anti-dumping duties on Chinese PVC and steel products, respectively [6] - The low-altitude economy is gaining traction, with the first low-altitude route connecting Kunshan and Shanghai officially launched, reducing travel time to 20 minutes [15] - Beijing is advancing hydrogen energy infrastructure and applications, with plans for a comprehensive network in the Beijing-Tianjin-Hebei region [16] Financial Results - Shan Jin International reported a net profit of 1.596 billion yuan for the first half of the year, a year-on-year increase of 48.43% [24] - Cambridge Technology's net profit for the first half of the year was 121 million yuan, up 51.12% year-on-year, driven by strong performance in high-speed optical modules and telecom broadband access [24] - Fei Rongda's net profit surged by 118.54% to 166 million yuan, attributed to increased market share and demand recovery in consumer electronics [24] New Initiatives - Guangdong has released guidelines for financial support for AI and robotics projects, with individual projects eligible for up to 50 million yuan in subsidies [11] - Chongqing is seeking public opinion on its hydrogen station industry development plan for 2025-2035, aiming for systematic infrastructure development [11][16]

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。 重要内容提示： ● 证券停复牌情况：适用 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600360 证券简称：*ST华微（维权） 公告编号：2025-064 吉林华微电子股份有限公司 关于资金占用整改完成暨股票复牌公告 因吉林华微电子股份有限公司（以下简称"公司"）已完成资金占用整改，北京国府嘉盈会计师事务所 （特殊普通合伙）已出具专项审核报告，公司股票将于2025年8月19日复牌,本公司的相关证券停复牌情 况如下： ■ 一、停牌情况概述 公司于2025年2月12日收到中国证监会吉林监管局下发的《关于对吉林华微电子股份有限公司、上海鹏 盛科技实业有限公司采取责令改正措施的决定》（吉证监决〔2025〕4号），要求公司在6个月内清收 149,067.82万元被占用资金。具体内容详见公司于2025年2月13日披露的《吉林华微电子股份有限公司关 于收到中国证券监督管理委员会吉林监管局〈行政监管措施决定书〉暨可能被实施退市风险警示的风险 提示性公告》（公告编号：2025-0 ...

证券代码：600360 证券简称：*ST 华微 公告编号：2025-064 吉林华微电子股份有限公司 关于资金占用整改完成暨股票复牌公告 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。 重要内容提示： ? 证券停复牌情况：适用 因吉林华微电子股份有限公司（以下简称"公司"）已完成资金占用整改，北京国 府嘉盈会计师事务所（特殊普通合伙）已出具专项审核报告，公司股票将于 2025 年 8 月 19 日复牌,本公司的相关证券停复牌情况如下： 停牌 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌终止日 | 复牌 | | --- | --- | --- | --- | --- | --- | | 日 | | | | | | 停复牌》等有关规定，经公司向上海证券交易所申请，公司股票（证券代码：600360， 证券简称：*ST 华微）于 2025 年 8 月 13 日上午开市起停牌。具体内容详见公司于 披露的《吉林华微电子股份有限公司关于无法在责令改正期限内完成资金占用整 改暨股票停牌的公告》（公告编号：2025-06 ...

专项审核报告 关于吉林华微电子股份有限公司 关联方非经营性资金占用及清偿情况的 国府专审字（2025）第 01010045 号 北京国府嘉盈会计师事务所（特殊普通合伙） 二〇二五年八月十八日 北京国府嘉盈会计师事务所（特殊普通合伙） 北京市朝阳区霄云里南街 9 号院 5 号楼 华瑞大厦九层 邮编 100016 电话 +86 10 64790905 关于吉林华微电子股份有限公司 关联方非经营性资金占用清偿情况的 专项审核报告 国府专审字（2025）第 01010045 号 吉林华微电子股份有限公司： 我们接受委托，对吉林华微电子股份有限公司（以下简称"华微电子"）截至 2025 年 8 月 15 日关联方非经营性资金占用清偿情况进行了核查。 在 2015 年至 2024 年期间，上海鹏盛及其关联方通过上述方式非经营性占用华 微电子的资金，形成余额共计 149,067.82 万元。 （二）清偿情况 华微电子已收到上海鹏盛的《关于资金占用整改方案的承诺函》，上海鹏盛提出 资金占用整改方案，向华微电子归还全部占用资金并支付利息共计 156,695.89 万元， 其中：上海鹏盛将以分红款抵偿 1,105.93 万元，并 ...

Core Viewpoint - The company, Jilin Huamei Electronics Co., Ltd., has applied to revoke certain risk warnings related to non-operating fund occupation, while still facing delisting risk warnings and other risk warnings due to audit opinions on its financial reports [1][2][3][4] Group 1: Risk Warnings - As of August 15, 2025, the company has recovered all funds and interest totaling 1,566.9589 million yuan that were occupied by Shanghai Pengsheng Technology Industrial Co., Ltd. and its affiliates [1][3] - The company is still subject to delisting risk warnings due to an audit report for the fiscal year 2024 that was issued with a disclaimer of opinion [2][4] - The company also faces other risk warnings due to negative opinions on internal control audits for the fiscal years 2023 and 2024 [2][4] Group 2: Application for Revocation of Risk Warnings - The company has submitted an application to the Shanghai Stock Exchange to revoke the risk warnings related to non-operating fund occupation, which has been confirmed as resolved by a special audit report [1][3] - The final decision on the application for revocation is subject to approval by the Shanghai Stock Exchange [1][4] Group 3: Stock Trading Information - The company's stock will continue to be labeled as "*ST Huamei," with a daily trading limit of 5% [2][5] - The company will fulfill its information disclosure obligations in accordance with relevant laws and regulations [5]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 资金占用规范类退市的威慑力再现。 据悉，*ST华微、ST东时两家上市公司在先后进入资金占用规范类退市的停牌程序后，"一司一策"制定 清偿方案，均在停牌期限届满前解决大额资金占用，累计清收金额近20亿元，切实化解了规范类退市风 险，保护了上市公司和中小投资者权益。 *ST华微控股股东转让股份解决资金占用 *ST华微存在14.91亿元的资金占用，吉林证监局于2025年2月12日作出责令改正措施，要求公司在6个月 内完成清收。 公司控股股东资金占用金额高，各方协调复杂度高，面临较大的退市风险，并因未在责令改正期限内完 成整改，公司股票于8月13日起连续停牌，进入规范类退市程序。在地方政府的支持和引导下，在证券 监督管理机构的持续督促下，公司和相关方快速行动，形成了以控股股东转让所持全部股权并将所得资 金直接用于偿还资金占用的解决方案，并于停牌期限届满前实施完毕。 责令改正期间，公司控股股东上海鹏盛与亚东投资签署股份转让协议，依规推进22.32%公司股份的转 让事宜，所得款项将直接支付给公司用于清收占用资金及利息共计15.56亿元。同时，公司2 ...

Financial Performance - Huafeng Aluminum reported a net profit of 570 million yuan for the first half of 2025, a year-on-year increase of 2.15% [1] - Antong Holdings achieved a net profit of 512 million yuan, marking a significant year-on-year growth of 231.49% [11] - Chipone Technology's net profit for the first half of 2025 was 154 million yuan, reflecting a year-on-year increase of 173.37% [2] - Rockchip reported a net profit of 531 million yuan, with a remarkable year-on-year growth of 190.61% [3] - Aiyingshi's net profit reached 46.73 million yuan, up 10.17% year-on-year [4] - Andeli's net profit was 201 million yuan, showing a year-on-year increase of 50.26% [5] - Jiao Cheng Ultrasonic reported a net profit of 58.04 million yuan, with a staggering year-on-year growth of 1005.12% [6] - Hongsoft Technology's net profit was 88.54 million yuan, reflecting a year-on-year increase of 44.06% [7] - Shengjing Micro reported a net profit of 14.38 million yuan, up 57.66% year-on-year [10] - Guosheng Financial Holdings achieved a net profit of 209 million yuan, a year-on-year increase of 369.91% [14] - Youfa Group's net profit was 287 million yuan, marking a year-on-year growth of 160.36% [12] - Kid King reported a net profit of 143 million yuan, reflecting a year-on-year increase of 79.42% [18] Corporate Actions - Cailian Technology's subsidiary plans to invest 8.388 million USD in an LED project in Malaysia [13] - Jiuwu High-Tech plans to issue convertible bonds to raise no more than 504 million yuan [19][20] - Aiyingshi proposed a cash dividend of 1.3 yuan per 10 shares [4] - Chipone Technology plans to distribute a cash dividend of 1.56 yuan per 10 shares [2] - Hongsoft Technology announced a cash dividend of 2.2 yuan per 10 shares [7] - Andeli proposed a cash dividend of 0.58 yuan per share [5] - Jiao Cheng Ultrasonic plans to distribute a cash dividend of 0.52 yuan per share [6] - Shengjing Micro announced a cash dividend of 0.14 yuan per share [10] - Kid King proposed a cash dividend of 0.2 yuan per 10 shares [18] - Aiyingshi's basic earnings per share were reported at 0.3374 yuan [4] - Chipone Technology's basic earnings per share were reported at 0.39 yuan [2] - Rockchip's basic earnings per share were reported at 1.27 yuan [3] - Jiao Cheng Ultrasonic's basic earnings per share were reported at 0.52 yuan [6] - Hongsoft Technology's basic earnings per share were reported at 0.22 yuan [7] - Guosheng Financial Holdings' basic earnings per share were reported at 0.11 yuan [14] - Youfa Group's basic earnings per share were reported at 0.21 yuan [12] - Kid King's basic earnings per share were reported at 0.1144 yuan [18] Market Updates - Tongzhou Electronics clarified that rumors regarding its entry into the supply chains of companies like Nvidia and Meta are untrue [15] - *ST Huamei announced the completion of its fund occupation rectification and applied to revoke certain risk warnings [8][9]

Group 1 - *ST Huamei has completed the rectification of fund occupation and will resume trading on August 19, following a special audit report from Beijing Guofu Jiaying Accounting Firm [1][2] - The company was ordered by the Jilin Securities Regulatory Bureau to recover 1.491 billion yuan of occupied funds within six months, leading to a trading suspension on August 13 due to non-compliance [1][2] - Shanghai Pengsheng has committed to returning all occupied funds and interest totaling 1.567 billion yuan, with part of the repayment coming from a dividend offset and the sale of shares to Yadong Investment [1][2] Group 2 - The company has applied to the Shanghai Stock Exchange to lift the risk warning related to non-operating fund occupation, as the associated risks have been eliminated [3] - Despite the removal of the non-operating fund occupation risk warning, the company still faces delisting risk warnings due to an audit report for the 2024 financial year that could not express an opinion [3] - The stock will continue to be subject to delisting risk warnings and other risk warnings, with the trading limit remaining at 5% [3]

Core Viewpoint - *ST Huamei has completed the rectification of fund occupation and has applied to the Shanghai Stock Exchange to lift the risk warning due to non-operating fund occupation by related parties, with the stock set to resume trading on August 19, 2025 [1][2]. Group 1: Fund Rectification and Compliance - On January 25, 2025, *ST Huamei was subjected to risk warnings due to unreturned fund occupation, leading to a directive from the Jilin Securities Regulatory Bureau on February 12, 2025, to recover nearly 1.5 billion yuan of occupied funds within six months [1]. - As of August 15, 2025, *ST Huamei has successfully recovered all occupied funds and interest totaling 1.57 billion yuan, with 11.0593 million yuan compensated through dividends and 1.5556 billion yuan through the transfer of shares [1]. - A special verification opinion from Beijing Guofu Jiaying Accounting Firm confirmed that *ST Huamei has completed the required rectification of fund occupation [1]. Group 2: Risk Warnings and Future Outlook - Despite the application to lift the risk warning being submitted, *ST Huamei will still face one delisting risk warning and one other risk warning, which will continue to be implemented [2]. - The company has previously faced risk warnings due to negative audit opinions regarding internal controls and financial reports, leading to stock trading restrictions [6]. - *ST Huamei anticipates a net profit attributable to shareholders of 98 million to 116 million yuan for the first half of 2025, representing a year-on-year increase of 44.99% to 71.62%, and a non-recurring net profit of 105 million to 123 million yuan, reflecting a year-on-year increase of 93.74% to 126.90% [6]. Group 3: Stock Performance - The stock price of *ST Huamei has increased by over 100% this year [7].

智通财经APP讯，*ST华微(600360.SH)公告，公司已完成资金占用整改，北京国府嘉盈会计师事务所 (特殊普通合伙)已出具专项审核报告，公司股票将于2025年8月19日复牌。 ...