Summary of Key Points Core Viewpoint - The company intends to use part of the raised funds to provide loans to its wholly-owned subsidiary, Shenzhen Jinghua Zhixin Microelectronics Co., Ltd., to implement its fundraising projects, which aligns with its overall strategic planning and long-term interests [1][8]. Fundraising Basic Situation - The company raised a total of RMB 1,047,987,200.00 by issuing 16.64 million shares at RMB 62.98 per share, with a net amount of RMB 920,537,016.65 after deducting issuance costs [1][2]. Management and Use of Raised Funds - All raised funds have been deposited into a special account approved by the board of directors, and a tripartite supervision agreement has been signed with the sponsor and the supervising bank [2][9]. Fundraising Project Adjustments - The company has made adjustments to its fundraising projects, including extending the implementation period for certain projects to July 2027 and terminating others, such as the "High Precision PGA/ADC Signal Chain Chip Upgrade and Industrialization Project" [3][5]. Loan Provision Details - The company plans to provide a loan of up to RMB 35 million to its subsidiary, Jinghua Zhixin, to ensure the smooth implementation of the "Research and Development Center Construction Project" [5][6]. Loan Management and Usage - The loan will be managed in a dedicated account and can only be used for the specified fundraising projects, with the interest rate based on the latest one-year Loan Prime Rate (LPR) [6][9]. Approval Process - The board of directors approved the loan provision on July 29, 2025, and this decision falls within the board's authority, thus not requiring shareholder approval [7][9]. Sponsor's Verification Opinion - The sponsor has verified that the loan provision complies with relevant regulations and does not harm the interests of the company or its shareholders, ensuring that the fundraising plan remains intact [9][10].

Core Viewpoint - The advanced packaging concept sector has shown a positive performance with a 1.91% increase, ranking 10th among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Stock Performance - 98 stocks within the advanced packaging concept rose, with Fangbang Co., Ltd. hitting a 20% limit up, while other notable gainers included Zhengye Technology (17.49%), Tianfu Communication (13.83%), and Tiancheng Technology (12.32%) [1]. - Conversely, stocks such as Zhongqi New Materials, Dazhu Laser, and Xingye Co., Ltd. experienced declines of 2.44%, 2.24%, and 1.53% respectively [1]. Group 2: Capital Flow - The advanced packaging concept saw a net outflow of 918 million yuan from major funds, with 53 stocks receiving net inflows, and 12 stocks attracting over 50 million yuan each [2]. - Tianfu Communication led the net inflow with 439 million yuan, followed by Changdian Technology (160 million yuan), and Saiwei Electronics (153 million yuan) [2]. Group 3: Capital Inflow Ratios - Stocks such as *ST Huamei, Woge Optoelectronics, and Guoxin Technology had the highest net inflow ratios at 39.39%, 23.41%, and 12.02% respectively [3]. - The advanced packaging concept's capital inflow rankings highlighted Tianfu Communication with a 6.64% net inflow ratio, followed by Changdian Technology (6.76%) and Saiwei Electronics (8.69%) [3][4].

证券代码：600360 证券简称：*ST 华微 公告编号：2025-057 吉林华微电子股份有限公司 公司于近日通过中国证券登记结算有限责任公司上海分公司系统查询，获悉 公司控股股东上海鹏盛所持有的公司部分股份被司法标记，具体情况如下： 一、上市公司股份被司法标记 （一）本次股份被标记基本情况 1 / 3 截至本公告披露日，吉林华微电子股份有限公司（以下简称"公司"）控股 股东上海鹏盛科技实业有限公司（以下简称"上海鹏盛"）持有公司 214,326,656 股股份，占公司总股本的 22.32%，该部分股份已全部质押给公 司全资子公司吉林麦吉柯半导体有限公司（以下简称"麦吉柯"），其中 1,698,113 股股份被司法标记，占其所持公司股份比例为 0.79%，占公司总 股本比例为 0.18%。 2025 年 6 月 25 日，上海鹏盛与吉林省亚东国有资本投资有限公司（以下简 称"亚东投资"）签署了《股份转让协议》，上海鹏盛拟将其所持公司全部股 份转让给亚东投资。本次上海鹏盛持有的 1,698,113 股股份（占公司总股本 的 0.18%）被司法标记，该部分股份过户需取得人民法院出具的准许过户的 法律文书，可能对 ...

证券代码：600360 证券简称：*ST 华微 公告编号：2025-058 吉林华微电子股份有限公司关于 吉林省亚东国有资本投资有限公司收到 《经营者集中反垄断审查不实施进一步审查决定书》 暨控制权拟发生变更的进展公告 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。 2025 年 7 月 25 日，吉林华微电子股份有限公司（以下简称"公司"）收到吉 林省亚东国有资本投资有限公司（以下简称"亚东投资"）发来的通知，亚东投资 已于近日收到国家市场监督管理总局出具的《经营者集中反垄断审查不实施进一 步审查决定书》（反执二审查决定〔2025〕432 号），具体情况如下： 一、本次交易基本情况概述 2025 年 6 月 25 日，公司控股股东上海鹏盛科技实业有限公司（以下简称"上 海鹏盛"）与亚东投资、公司及全资子公司吉林麦吉柯半导体有限公司签署《股份 转让协议》，上海鹏盛拟将其持有的公司 214,326,656 股股份（占公司总股本的 22.32%）转让给亚东投资，转让价款优先用于偿还上海鹏盛及其关联方占用公司 资金余额（扣减上海鹏盛 ...

New Stock Issuance - Multiple companies are scheduled for new stock issuance on July 24, 2025, including *ST Zitian (300280) and ST Nanzhi (002305) [1] - Significant announcements were made for companies like Guosheng Tang (300436) and Huayin Power (600744) on July 17 and July 15, respectively [1] Trading Alerts - Companies such as Gaoguan Min Explosive (002827) and Zhongyan Dadi (003001) have recent trading alerts as of July 24, 2025 [1] - A total of 50 companies have been flagged for abnormal trading fluctuations, indicating potential market volatility [2] Market Trends - The report highlights a trend of increased market activity with numerous companies announcing significant changes in stock status [1] - The presence of multiple *ST (Special Treatment) companies suggests heightened scrutiny and potential risk for investors [1] Regulatory Compliance - Companies are required to disclose significant announcements to ensure transparency in trading activities [1] - The report emphasizes the importance of monitoring announcements to assess market conditions and investment risks [1]

New Stock Listings - Tech Source Group issued shares at a price of 10.88 CNY[1] - Shanda Power issued shares at a price of 14.66 CNY[1] Market Alerts - ST Zitian reported an equity date on July 21, 2025, with a link to the announcement[1] - Guangshengtang experienced severe abnormal fluctuations, with an announcement on July 17, 2025[1] - Huayin Power had an announcement on July 15, 2025, regarding market conditions[1] - Multiple companies including Shangwei New Materials, China Power Construction, and Jiangnan Chemical had announcements on July 23, 2025, regarding market activities[1] Abnormal Fluctuations - Companies such as ST Weier and ST Huadong reported significant fluctuations with announcements on July 21, 2025[2] - ST Jinyi and ST Yundong also reported abnormal fluctuations with announcements on July 17, 2025[2]

证券代码：600360 证券简称：*ST 华微 公告编号：2025-056 吉林华微电子股份有限公司 关于被吉林证监局责令改正及公司股票被实施退市风险警示 并被继续实施其他风险警示相关事项的进展公告 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： 一、责令改正事项的基本情况及可能被实施退市风险警示的原因 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），根据《上海证券交易所股票上市规则》（2025 年 4 月修订）第 9.4.1 条等相关规定，若公司未能按照责令改正要求在 6 个月内（2025 年 8 月 12 日前）清收 149,067.82 万元被占用资金，上交所将对公司股票实施停牌，停牌后 两个月内仍未完成整改的，上交所将对公司股票交易实施退市风险警示。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 ...

Core Viewpoint - The article discusses the verification opinions regarding the listing and circulation of restricted shares for Hangzhou Jinghua Microelectronics Co., Ltd. following its initial public offering (IPO) on the Sci-Tech Innovation Board [1][8]. Group 1: Listing and Circulation of Restricted Shares - The restricted shares being listed for circulation are part of the company's IPO, with a lock-up period of 36 months from the date of listing [2][6]. - A total of 21,294,000 shares will be released for circulation, representing 17.61% of the company's total share capital [2][6]. - The shares will become tradable starting from July 29, 2025, as the lock-up period expires [2][6]. Group 2: Changes in Share Capital - The company's total share capital has changed from 92,974,389 shares to 93,126,248 shares following the completion of the first vesting period of the 2023 restricted stock incentive plan [3]. - As of the date of the verification opinion, the total share capital stands at 120,891,094 shares, with the newly listed restricted shares accounting for 17.61% of this total [4]. Group 3: Commitments from Shareholders - Shareholders holding restricted shares have made commitments not to transfer or manage their shares during the lock-up period and to comply with relevant regulations regarding shareholding changes [5]. - The actual controller and significant shareholders have committed to adhering to the lock-up arrangements and will announce any share reductions in advance [5]. Group 4: Verification by the Sponsor Institution - The sponsor institution, Guotai Junan Securities, has verified that all commitments made by the shareholders regarding the restricted shares have been strictly adhered to [8]. - The institution confirms that the listing and circulation of the restricted shares comply with relevant regulations and that the information disclosed by the company is accurate and complete [8].

Core Viewpoint - The transfer of all shares of ST Huamei by its controlling shareholder Shanghai Pengsheng to Yadong Investment for the repayment of 1.49 billion yuan in funds has sparked significant controversy and market attention [1][2]. Group 1: Share Transfer and Financial Implications - Shanghai Pengsheng plans to transfer 214 million shares of ST Huamei, representing 22.32% of the total share capital, to Yadong Investment for 1.556 billion yuan, which will be used to repay the 1.49 billion yuan fund occupation and interest [3][4]. - The actual controller of ST Huamei will change to the Jilin Provincial State-owned Assets Supervision and Administration Commission following this transfer [4]. - The transfer price was later adjusted to 1.62 billion yuan after negotiations [12]. Group 2: Legal and Regulatory Issues - Wang Yufeng's family has submitted an objection letter to the Shanghai Stock Exchange regarding the share transfer, citing unresolved disputes and potential asset transfer to evade debts [4][5]. - The Shanghai Stock Exchange has acknowledged receipt of the objection and will process it according to relevant regulations [4]. - Regulatory scrutiny began over a year ago, with the China Securities Regulatory Commission investigating non-operating fund occupation by Shanghai Pengsheng, which amounted to 1.49 billion yuan as of October 2024 [11][12]. Group 3: Stakeholder Reactions - Market participants and creditors of Shanghai Pengsheng have raised concerns about the legitimacy of the share transfer and its implications for debt recovery [2][5]. - Shanghai Jiuzhou Hongda has also expressed concerns regarding debt disputes with Shanghai Pengsheng, claiming that the asset transfer could lead to significant financial losses for creditors [10].

Core Viewpoint - Jilin Huamei Electronics Co., Ltd. expects significant growth in net profit for the first half of 2025, with projections indicating an increase of 44.99% to 71.62% compared to the same period last year [2][4]. Financial Performance Summary - The company anticipates a net profit attributable to shareholders ranging from 98 million to 116 million yuan, representing a year-on-year increase of 3,040.86 million to 4,840.86 million yuan [2][4]. - The projected net profit after deducting non-recurring gains and losses is expected to be between 105.19 million and 123.19 million yuan, reflecting a substantial increase of 93.74% to 126.90% compared to the previous year [2][4]. Previous Year Comparison - For the same period last year, the net profit attributable to shareholders was 67.59 million yuan, and the net profit after deducting non-recurring gains and losses was 54.29 million yuan [6]. Reasons for Performance Increase - The increase in performance is attributed to enhanced operational management efficiency, improved customer communication, and the ability to meet personalized customer needs, leading to growth in sales orders and revenue [8].