Core Viewpoint - The semiconductor industry is experiencing significant growth, with global sales reaching $59.91 billion in June, a 20% year-on-year increase, and China's sales at $17.24 billion, up 13.1% year-on-year. The industry is expected to continue its upward trend, with a potential peak in sales by June 2025 [1]. Group 1: Market Performance - On August 21, A-shares showed mixed performance, with the Shanghai Composite Index rising by 0.21%. Sectors such as agriculture, beauty care, and computers saw gains, while machinery and communications faced declines [1]. - The semiconductor ETF (159995.SZ) rose by 1.22% in early trading, with notable increases in component stocks such as Zhaoyi Innovation (+6.72%), Cambricon (+4.74%), and Amlogic (+4.61%) [1]. Group 2: Industry Insights - The AI boom is expected to drive advancements in semiconductor packaging technology, particularly CoWoP, benefiting PCB manufacturing, material supply, and equipment sectors [1]. - The electronic semiconductor industry is anticipated to undergo a comprehensive recovery by 2025, with an accelerated clearing of the competitive landscape and a sustained recovery in industry profitability and related company profits [1]. Group 3: ETF Information - The semiconductor ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the semiconductor industry, including SMIC, Cambricon, and Northern Huachuang [2].

Group 1 - The semiconductor ETF (159813) opened with a gain of 0.45%, priced at 0.901 yuan [1] - Key holdings in the semiconductor ETF include: - SMIC opened up 0.02% - Haiguang Information up 0.72% - Cambrian up 0.69% - Northern Huachuang unchanged - OmniVision up 0.85% - Lattice Semiconductor up 0.02% - Zhongwei Company up 0.10% - Zhaoyi Innovation up 4.00% - Changdian Technology down 1.72% - Unisoc up 0.20% [1] - The performance benchmark for the semiconductor ETF is the National Securities Semiconductor Chip Index return rate [1] Group 2 - The fund manager is Penghua Fund Management Co., Ltd., with the fund manager being Luo Yingyu [1] - Since its establishment on April 17, 2020, the ETF has returned 34.53%, with a return of 14.42% over the past month [1]

8月20日长电科技发布2025半年度分配预案，拟10派0.3元（含税），预计派现金额合计为5368.24万元。 派现额占净利润比例为11.40%，这是公司上市以来，累计第17次派现。 公司上市以来历次分配方案一览 | 日期 | 分配方案 | 派现金额合计（亿元） | 股息率（%） | | --- | --- | --- | --- | | 2025.06.30 | 10派0.3元（含税） | 0.54 | 0.08 | | 2024.12.31 | 10派1.2元（含税） | 2.15 | 0.36 | | 2023.12.31 | 10派1元（含税） | 1.79 | 0.32 | | 2022.12.31 | 10派2元（含税） | 3.57 | 0.78 | | 2021.12.31 | 10派2元（含税） | 3.56 | 0.54 | | 2020.12.31 | 10派0.5元（含税） | 0.89 | 0.15 | | 2017.12.31 | 10派0.25元（含税） | 0.34 | 0.13 | | 2016.12.31 | 10派0.15元（含税） | 0.16 | 0.08 | | 2 ...

Core Insights - The company reported a revenue of 18,605,224,056.33 yuan for the first half of 2025, representing a year-on-year growth of 20.14% [2] - The net profit attributable to shareholders of the listed company was 470,785,267.86 yuan, showing a year-on-year decline of 23.98% [2] Financial Performance - Revenue for the first half of 2025: 18.61 billion yuan, up 20.14% year-on-year [2] - Net profit for the same period: 470.79 million yuan, down 23.98% year-on-year [2]

Group 1 - The company, Changdian Technology, announced the reappointment of Deloitte Huayong as the auditing firm for its 2025 financial report and internal controls [2]

Core Viewpoint - Jiangsu Changjiang Electronics Technology Co., Ltd. has decided to reappoint Deloitte Huayong as the auditing firm for the fiscal year 2025, ensuring the integrity and independence of the audit process [1][5]. Group 1: Auditing Firm Information - The proposed auditing firm is Deloitte Huayong, which has a history dating back to February 1993 and is registered in Shanghai [1]. - Deloitte Huayong holds a practicing certificate approved by the Ministry of Finance and is authorized to conduct audits for H-share companies [1]. - The firm has extensive experience in securities services, having provided such services for over 20 years [1]. Group 2: Deloitte Huayong's Performance and Structure - As of the end of 2024, Deloitte Huayong has 204 partners and a total of 5,616 employees, including 1,169 certified public accountants, with over 270 having signed securities service audit reports [2]. - The total audited business revenue for Deloitte Huayong in 2024 was RMB 3.893 billion, with audit services contributing RMB 3.352 billion and securities services contributing RMB 660 million [2]. - The firm primarily serves clients in manufacturing, transportation, warehousing, postal services, information technology, finance, and real estate sectors [2]. Group 3: Audit Team Qualifications - The project partner and signing CPA, Mr. Bu Jun, has been with Deloitte Huayong since 2004 and has extensive experience in auditing listed companies [3]. - Mr. Chen Song, another signing CPA, has been with the firm since 1998 and is a member of both the Chinese and American CPA associations [4]. - The quality control reviewer, Mr. Chen Yan, has over 20 years of experience in securities services and has not faced any disciplinary actions in the past three years [4]. Group 4: Audit Fee and Approval Process - The total audit fee for 2024 is RMB 3.26 million, which includes internal control audit fees exceeding RMB 372,000 [5]. - The audit committee has reviewed Deloitte Huayong's qualifications and unanimously agreed to recommend the reappointment to the board [5]. - The board approved the reappointment with a unanimous vote and the decision will be submitted for shareholder approval [6].

证券简称：长电科技 证券代码：600584 公告编号：临 2025-036 江苏长电科技股份有限公司 续聘会计师事务所公告 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： 拟聘任的会计师事务所名称：德勤华永会计师事务所（特殊普通合伙） 江苏长电科技股份有限公司（以下简称"公司"）董事会同意续聘德勤华永 会计师事务所（特殊普通合伙）（以下简称"德勤华永"）为公司 2025 年度财务 报告和内部控制的审计机构。具体情况如下： 一、拟聘任会计师事务所的基本情况 （一）机构信息 1、基本信息 德勤华永的前身是 1993 年 2 月成立的沪江德勤会计师事务所有限公司，于 2002 年更名为德勤华永会计师事务所有限公司，于 2012 年 9 月经财政部等部门 批准转制成为特殊普通合伙企业。德勤华永注册地址为上海市黄浦区延安东路 222 号 30 楼。 德勤华永具有财政部批准的会计师事务所执业证书，并经财政部、中国证 监会批准，获准从事 H 股企业审计业务。德勤华永已根据财政部和中国证监会 《会计师事务所从事证券服务业务备案 ...

证券日报网讯8月20日晚间，长电科技（600584）发布公告称，同意提名周响华女士为公司第八届董事 会非独立董事候选人。 ...

证券日报网讯 8月20日晚间，长电科技发布公告称，公司第八届董事会第十四次临时会议审议通过了 《江苏长电科技股份有限公司2025年半年度报告及摘要》等多项议案。 （文章来源：证券日报） ...

证券日报网讯 8月20日晚间，长电科技发布公告称，公司第八届监事会第十次临时会议审议通过了《江 苏长电科技股份有限公司2025年半年度报告及摘要》等多项议案。 （文章来源：证券日报） ...