一周人物（2025年7月14日-20日） · 家族风波下,娃哈哈经销商发声 · "券茅"东方财富,遭实控人父亲减持约1.6亿股 "与其说计算机在改变世界,不如说是算力在改变世界。" -阿里云创始人王坚 "支持规范新能源汽车产业竞争秩序,坚决维护公平 有序的市场环境。" 間音 -岚图汽车CEO卢放 "双循环体系最为关键的就是要把握要素和市场,从 要素角度看,要把城市的各项资源进行统筹,尤其是 此次提及人口、产业、城镇、交通等要素,各地统一此 类要素,才能高质量做好城市发展的工作。" -- 上海易居房地产研究院副院长严跃进 ·雷鸣获聘建设银行副行长!此前任建信金科董事长 … 黄佛 · 三万亿浙商银行"掌门"辞任, "金融向善"探索将何去何从? ·长城证券总裁李翔离职 · 闻泰科技董事长等四人集中辞任, 半导体背景新团队上任 · 中信建投"研究老将"丁鲁明离职,转赴私募行业 · 涉嫌贪污罪、受贿罪, 联通甘肃原副总经理徐全生被决定逮捕 · 因涉嫌串通投标罪,航天发展独董邹志文上遭刑拘 · 张天峰"靠烟吃烟"被开除党籍, 烟草系统反腐持续深入 · 杨军获聘中国银行副行长,曾长期任职于建行 ·汇添富基金换帅!东方证券老 ...

电子行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600745 | 闻泰科技 | 5.53 | 4.31 | 18777.82 | | 603501 | 豪威集团 | 2.63 | 2.14 | 16859.37 | | 600206 | 有研新材 | 1.98 | 8.94 | 11803.56 | | 002484 | 江海股份 | 2.15 | 7.04 | 9040.68 | | 002916 | 深南电路 | 0.53 | 2.28 | 7750.72 | | 301630 | 同宇新材 | 5.22 | 45.42 | 6566.38 | | 001287 | 中电港 | 5.00 | 29.80 | 6070.47 | | 002371 | 北方华创 | 2.07 | 1.13 | 5059.40 | | 688072 | 拓荆科技 | 4.86 | 2.18 | 4556.25 | | 301489 | 思泉新材 | 2.06 | 15.27 | 3789.36 ...

Investment Rating - The investment rating for Wenta Technology Co., Ltd. has been downgraded from AA to AA- by China Chengxin International, with a stable outlook [5][8]. Core Insights - The downgrade is attributed to the company's asset sales, significant goodwill, substantial losses, and challenges posed by the international political environment, which align with the current difficulties faced by Wenta Technology [2][19]. - The company has strategically divested its low-margin product integration business, focusing on its more profitable semiconductor operations, although the profitability and capacity of the semiconductor business have also declined [2][19]. - The company reported a net loss of 2.858 billion yuan in 2024, a significant drop from a profit of 969 million yuan in 2023, primarily due to large asset impairment losses [7][10]. Summary by Sections 1. External Rating Downgrade - The downgrade reflects ongoing challenges, including stagnation in optical business, high goodwill, and risks associated with the international political environment [5][6]. - The company sold its product integration business, which previously accounted for 79.17% of its revenue in 2024, leading to a significant decline in future revenue [6][10]. 2. Operating Conditions - As of April 11, 2025, Wenta Technology Group holds a 12.37% stake in the company, with significant share pledges raising concerns about shareholder equity risks [9]. - The company’s revenue from semiconductor operations was 14.715 billion yuan in 2024, with a net profit of 2.297 billion yuan, indicating a focus on maintaining competitiveness in this sector [11][12]. 3. Asset, Cash Flow, and Debt Overview - As of March 2025, total assets were 70.742 billion yuan, with goodwill accounting for 30.39% of total assets, raising concerns about potential impairment risks [14][15]. - The company’s cash flow from operating activities showed fluctuations, with net cash outflows from investing activities narrowing in 2024 [16]. - Total interest-bearing debt was 17.3 billion yuan, with a short-term debt ratio of 48.95%, indicating manageable short-term repayment pressures [16][17].

xa0榜样投资立志成为中国优秀的资产管理公司，为全球投资者挖掘与中国相关的另类投资机会。公司 成立于2006xa0年初，现已发行和管理多款海内外对冲基金和资产管理计划，管理规模超过等值于1亿美 元的资产。公司资质xa0-xa0中国证券投资基金业协会颁发的私募投资基金管理人登记证书（编号 P1003406） 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 根据市场公开信息及7月17日披露的机构调研信息，知名私募榜样投资近期对1家上市公司进行了调研， 相关名单如下： 1）闻泰科技 （上海榜样投资管理有限公司参与公司业绩说明会&电话会议） 调研纪要：会议详细解读了闻泰科技2025年上半年经营情况与公司管理层调整情况，分享了公司半导体 业务发展战略。预计2025年上半年净利润为3.9亿到5.85亿元，同比增加178%到317%，主要因半导体业 务收入与盈利能力大幅提升、产品集成业务亏损幅度收窄。产品集成业务剥离进展顺利，半年度业绩包 含上半年损益，预计第三季度剥离带来投资收益。第二季度半导体业务收入、净利润同比、环比均实现 两位数增长，第三季 ...

Core Viewpoint - Wentech Technology has announced a strategic shift away from its consumer electronics ODM business, following its inclusion on the Entity List, and is now focusing entirely on the semiconductor sector [1][8][12] Group 1: Strategic Shift - The company has initiated a comprehensive divestiture of its core domestic manufacturing assets related to consumer electronics, with the process expected to be completed by July 2025 [1][6] - The divestiture includes production lines, R&D teams, sales channels, and customer resources associated with smartphones and tablets, marking a complete exit from the ODM field [1][8] - A significant management overhaul has occurred, with four original executives leaving and three experienced professionals from Nexperia Semiconductor taking their places, indicating a strong commitment to the semiconductor business [1][10] Group 2: Financial Performance - Wentech Technology's financial results for the first half of 2025 are projected to show a net profit of 390 million to 585 million yuan, representing a year-on-year increase of 178% to 317% [1][9] - The company has reported a significant turnaround in its semiconductor business, with revenue growth exceeding 8% in the first quarter and double-digit growth in the second quarter [9][11] - The divestiture strategy is expected to enhance profitability, as the company transitions from losses in its product integration business to gains in the semiconductor sector [9][12] Group 3: Market Position and Future Outlook - The semiconductor business has shown strong growth, particularly in automotive applications, with over 60% of revenue coming from automotive-grade products [11] - The company is experiencing robust demand in various regions, including a 30% growth in automotive business in China and a recovery in inventory levels in Europe [11][12] - Analysts emphasize the importance of strategic autonomy for the company, suggesting that its focus on technology and product positioning will help build a competitive edge in the long term [12][13]

证券代码：600745 证券简称：闻泰科技 公告编号：临 2025-120 转债代码：110081 转债简称：闻泰转债 闻泰科技股份有限公司 关于"闻泰转债"预计满足转股价格修正条件的提示性公告 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。 闻泰科技股份有限公司（以下简称"公司"）于 2021 年 7 月 28 日公开发行了 86 亿元可转换公司债券（以下简称"可转债"、"闻泰转债"）。本次触发转股价格 修正条件的期间从 2025 年 7 月 4 日起算，截至 2025 年 7 月 17 日收盘，公司股票 在连续 30 个交易日中已有 10 个交易日的收盘价低于当期转股价格 43.60 元/股的 85%，若未来公司股票价格继续满足相关条件的，将可能触发"闻泰转债"的转 股价格修正条款。 一、可转债发行上市概况 1、发行日期：2021 年 7 月 28 日 2、发行数量：8,600 万张（860 万手） 3、发行面值：100 元/张 4、发行总额：86 亿元人民币 5、票面利率：第一年 0.10%、第二年 0.20%、第三年 ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 闻泰科技管理层"大换血"！ 7月15日晚上，闻泰科技发布公告称，公司董事会于近日收到董事长兼总裁张秋红、职工代表 董事兼副总裁董波涛、董事谢国声、董事会秘书高雨的书面辞任报告，因工作变动申请辞去公 司董事、高级管理人员相关职务。 | 高雨 董事会秘书 | 2025年7月11日 2028年1月14日 工作变动 否 | 不适用 否 -11-11-11-11-11 | | --- | --- | --- | | | | · 十六十八十八月 | 公告称，随着本次重大资产（主要是ODM相关的资产）出售的交割进展，公司业务结构将发 生重大转变，公司战略重心将聚焦于半导体业务领域。上述管理人员提交了辞任报告。 闻泰科技表示，公司同时决定引入在半导体业务领域具有深厚专业背景与丰富实践经验的人员 进入董事会，从而为公司半导体业务的长远发展提供更具针对性的战略指导与决策支持。 公告显示，经董事会提名委员会审查，7月14日，公司召开第十二届董事会第十六次会议，审 议通过了《关于提名公司第十二届董事会非独立董事候选人的议案 ...

Core Viewpoint - The China Securities Index for Communication Equipment has shown significant growth, with a 18.77% increase over the past month and a 38.19% increase over the past three months, indicating a strong performance in the communication equipment sector [1][2]. Group 1: Index Performance - The China Securities Index for Communication Equipment opened at 7873.26 points with a trading volume of 73.569 billion yuan [1]. - Year-to-date, the index has risen by 14.73% [1]. - The index is based on companies involved in the communication equipment sector, reflecting the overall performance of these listed companies [1]. Group 2: Index Composition - The top ten weighted companies in the index include: - Xinyi Technology (15.08%) - Zhongji Xuchuang (13.59%) - ZTE Corporation (9.59%) - Industrial Fulian (9.5%) - Tianfu Communication (3.77%) - Zhongtian Technology (3.42%) - Chuan Yin Holdings (3.02%) - Hengtong Optic-Electric (2.71%) - Wentai Technology (2.69%) - Haige Communication (2.22%) [1]. - The index is primarily composed of companies listed on the Shenzhen Stock Exchange (66.81%) and the Shanghai Stock Exchange (33.19%) [1]. Group 3: Industry Breakdown - The index sample shows that communication services account for 82.08% and information technology accounts for 17.92% [2]. - The index samples are adjusted biannually, with adjustments occurring on the second Friday of June and December [2]. - Public funds tracking the communication equipment index include various ETFs and index funds from Guotai, Bosera, and Tianhong [2].

一边是四名高管退场的告别，一边是净利润最高预增317%的捷报。 出品｜搜狐财经 作者｜刘相君 近日，闻泰科技包括董事长张秋红在内的四名高层集体辞职，接任的三位高管清一色来自旗下半导体龙头安世。这场高层"大换血"与公司 向立讯精密剥离产品集成业务境内资产包完成交割同步发生，标志着其战略转型迈出关键一步——挥别消费电子，全力聚焦半导体赛道。 同日发布的业绩预告更为这场转型提供了有力注脚，受益于半导体业务强劲增长，公司预计上半年净利润同比最高飙升317%，在"断臂求 生"后展现出强劲增长动能。不过，如何快速扩大半导体业务体量，弥补剥离产品集成业务后的收入缺口？新管理层仍在面临挑战。 四名高管同日离职，接棒者均来自安世半导体 7月14日晚间，闻泰科技发布公告，公司董事会于近日收到董事长兼总裁张秋红、职工代表董事兼副总裁董波涛、董事谢国声、董事会秘 书高雨的书面辞任报告，因工作变动原因申请辞去公司董事、高级管理人员相关职务。 四名高管同日离职，闻泰科技高层正在"大换血"。值得注意的是，离职潮后的接棒者全部来自安世半导体。 公告显示，公司董事会同意提名杨沐、庄伟为公司第十二届董事会非独立董事候选人，同意由沈新佳担任公司副 ...

闻泰科技管理层"大换血"！ 7月15日， 闻泰科技 发布公告称，公司董事会于近日收到 董事长兼总裁张秋红、职工代表董事兼副总 裁董波涛、董事谢国声、董事会秘书高雨的书面辞任报告 ， 因工作变动申请辞去公司董事、高级管理 人员相关职务。 | 姓名 | 离任职务 | 离任时间 | 原定任期到期日 | 离任原因 | 是否继续在 上市公司及 | 具体职 务(如适 | 是否存在 未履行完 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 其控股子公 | 用) | 毕的公开 | | | | | | | 司任职 | | 承诺 | | 张秋红 | 董事长、总裁 | 2025 年 7 月 14 日 | 2028 年 1 月 14 日 | 工作变动 | 答 | 不活用 | 答 | | 童波涛 | 职工代表董事、副 | 2025年7月14日 | 2028 年 1 月 14 日 | 工作变动 | 를 | 综合管理 | 答 | | | 总裁 | | | | | 部主任 | | | 谢国声 | 童事 | 2025 年 7 月 14 日 | 2028 年 1 月 ...