Market Overview - As of the midday close, the Shanghai Composite Index rose by 0.15%, while the Shenzhen Component Index and the ChiNext Index fell by 0.16% and 0.33% respectively. Over 3,600 stocks in the market increased, while more than 1,500 stocks declined [1][2]. Sector Performance - The oil and gas, shipping, port, semiconductor, and military industries showed the highest gains, while sectors such as stablecoins, solid-state batteries continued to gain traction. Conversely, computing power, liquor, pharmaceuticals, and IP economy stocks weakened [2]. Capital Flow - Major capital inflows were observed in sectors including electronics, electrical equipment, basic chemicals, computers, machinery, and transportation. In contrast, there were net outflows from telecommunications, food and beverage, biomedicine, public utilities, steel, and building materials [3]. Individual Stock Performance - Notable net inflows were recorded for stocks such as SMIC, Jingfang Technology, and Northern Huachuang, with inflows of 648 million, 638 million, and 628 million respectively. On the other hand, stocks like Zhongji Xuchuang, Hengbao Co., and Cambrian Technologies faced net outflows of 444 million, 262 million, and 192 million respectively [4][5]. Institutional Insights - China Galaxy Securities anticipates a volatile upward trend in the A-share market for the second half of 2025, driven by a new round of supply-side reforms. The ongoing deepening of capital market reforms is expected to provide solid support for a stable foundation in the A-share market. The transformation of emerging industries and institutional innovation are seen as core drivers for market value reconstruction [7]. - Wang Zhangliang, a fund manager at Qianhai Rongyue Asset Management, noted that recent national policies have been unprecedented in their intensity. The acceleration of AI commercialization and the semiconductor industry's upward cycle present dual benefits. Focus is recommended on semiconductor equipment and materials, AI computing infrastructure, trusted computing industries, and humanoid robots [8].

智通财经6月23日电，芯片股震荡拉升，存储芯片、光刻机等方向领涨，大为股份、波长光电双双涨 停，中晶科技、晶方科技、芯导科技涨超5%，台基股份、中科飞测、拓荆科技等跟涨。 芯片股震荡走强 大为股份、波长光电双双涨停 ...

证券代码：603005 证券简称：晶方科技 公告编号：临 2025-016 苏州晶方半导体科技股份有限公司 关于董事会、监事会延期换届的提示性公告 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个别及连带责任。 苏州晶方半导体科技股份有限公司（以下简称"公司"）第五届董事会、监 事会于 2025 年 6 月 14 日任期届满。公司拟根据中国证券监督管理委员会最新修 订的《上市公司章程指引》《关于新<公司法>配套制度规则实施相关过渡期安排》 及上海证券交易所发布的配套规则制度等要求修订《苏州晶方半导体科技股份有 限公司章程》（以下简称"《公司章程》"）及相关内部制度并同时进行换届选举。 鉴于相关制度修订及换届工作尚在筹备中，为保证公司董事会、监事会相关 工作的连续性和稳定性，公司董事会、监事会的换届选举工作将适当延期，董事 会各专门委员会、高级管理人员的任期亦相应顺延。在董事会、监事会换届选举 工作完成前，公司第六届董事会、监事会全体成员、董事会各专门委员会成员及 高级管理人员将依照相关法律法规和《公司章程》等的规定，继续履行董事、监 事 ...

Group 1 - The China Securities Index Strategic Emerging Industries Index (CSI Strategic Emerging, 932266) experienced a decline of 1.31%, closing at 1373.82 points with a trading volume of 18.306 billion [1] - Over the past month, the CSI Strategic Emerging Industries Index has increased by 2.28%, but it has decreased by 5.17% over the last three months and is down 0.40% year-to-date [1] - The index is customized by China Chengtong Holdings Group and includes 50 state-owned enterprises with significant growth potential from the strategic emerging industries [1] Group 2 - The top ten holdings of the CSI Strategic Emerging Industries Index are: Northern Huachuang (10.89%), BOE Technology Group (9.45%), China Aluminum (8.97%), Shengyi Technology (5.46%), Goldwind Technology (4.23%), China Power (4.0%), Shenghe Resources (3.04%), Jingfang Technology (2.83%), Jinghe Integration (2.73%), and Aerospace Rainbow (2.57%) [1] - The market share of the index holdings is distributed as follows: Shenzhen Stock Exchange 50.94%, Shanghai Stock Exchange 48.28%, and Beijing Stock Exchange 0.78% [1] Group 3 - The industry composition of the index holdings is as follows: Information Technology 45.31%, Industrials 29.35%, Materials 16.90%, Communication Services 4.22%, Utilities 2.04%, Consumer Staples 1.75%, and Health Care 0.43% [2] - The index samples are adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]

Group 1 - Kaichun Co., Ltd. adjusted the share repurchase price limit from 26.625 yuan/share to 40 yuan/share, effective from June 10, 2025 [1] - Yipin Pharmaceutical's subsidiary received a drug registration certificate for Dexmedetomidine Hydrochloride Injection, a Class 3 chemical drug used for sedation during anesthesia [1] - Bohui Innovation obtained a medical device registration certificate for HPV Genotyping Test Kit, used for qualitative detection of HPV DNA [1][2] Group 2 - Lingyi Zhi Zao's application for issuing convertible bonds and cash payment to acquire 66.46% of Jiangsu Kedasiteng Automotive Technology Co., Ltd. has been accepted by the Shenzhen Stock Exchange [3] - Kemin Food reported a 23.06% year-on-year increase in pig sales in May, with a total of 48,300 pigs sold [4][5] - Meian Sen decided to terminate the issuance of shares to specific objects due to market conditions and strategic considerations [6][7] Group 3 - Zhengbang Technology reported a 146.6% year-on-year increase in pig sales revenue in May, totaling 731 million yuan [9] - Yuanda Holdings plans to reduce the registered capital of its subsidiary from 73 million to 24.3 million USD to optimize asset structure [10] - East China Pharmaceutical's subsidiary received FDA approval for clinical trials of HDM1010 tablets for type 2 diabetes [12] Group 4 - Liangxin Co., Ltd. received a government subsidy of 14.1 million yuan, accounting for 4.52% of its audited net profit for 2024 [13] - Erkang Pharmaceutical's Vitamin B6 Injection passed the consistency evaluation for generic drugs [14] - New Industry received a patent certificate for an antibody related to anti-PIC detection, enhancing detection efficiency [16][15] Group 5 - Dongxing Medical signed a 6 million yuan technology development contract with Shanghai Jiao Tong University for collagen preparation processes [16] - Suchang Chai A's subsidiary will absorb and merge another subsidiary, adjusting internal equity structure [17] - Yibin Technology received a project designation notice from a domestic new energy vehicle company, with an estimated total sales of 256 million yuan over five years [18] Group 6 - Mingchen Health received a cash dividend of 20 million yuan from its subsidiary [19] - Hendi Pharmaceutical obtained a drug registration certificate for Ibuprofen Suspension, a common medication for children [19] - Huaren Pharmaceutical's subsidiary received a drug registration certificate for Dexmedetomidine Hydrochloride Injection, classified as a Category B drug under national medical insurance [20] Group 7 - Enwei Pharmaceutical obtained a renewed drug production license for six key products [21] - Xiaoming Co., Ltd. reported a 45.59% year-on-year increase in chicken product sales in May, totaling 23.25 million birds [23][24] - Shan Natural Gas successfully issued a 350 million yuan short-term financing bond with a 1.78% interest rate [25] Group 8 - Xidamen announced plans for board members to reduce their holdings by up to 581,000 shares [26] - Shentong Technology's shareholder plans to reduce holdings by up to 3% of the company's shares [27] - Saintno Bio plans to distribute a cash dividend of 0.14 yuan per share and a capital increase of 0.4 shares per share [28] Group 9 - *ST King Kong's subsidiary received a debt transfer notice from its controlling shareholder, totaling 364 million yuan [29] - Foxit Software's executives plan to reduce their holdings by a total of 55,800 shares [30] - Youyou Green Energy plans to apply for a bank credit line of up to 1.5 billion yuan [31] Group 10 - Guoxing Optoelectronics plans to distribute a cash dividend of 0.5 yuan per 10 shares [32] - Guangxun Technology plans to distribute a cash dividend of 2.6 yuan per 10 shares [33] - Hanrui Cobalt plans to distribute a cash dividend of 1.5 yuan per 10 shares [35] Group 11 - Tigermed plans to distribute a cash dividend of 3 yuan per 10 shares [37] - Shenliang Holdings plans to distribute a cash dividend of 1.5 yuan per 10 shares [38] - Yishitong plans to distribute a cash dividend of 1 yuan per 10 shares [39]

Core Viewpoint - The largest shareholder of Jingfang Technology, Zhongxin Suzhou Industrial Park Venture Capital Co., plans to reduce its stake by up to 13.04 million shares, representing 2% of the total share capital, due to the company's funding needs, indicating a lack of intention to control the company [1][2]. Shareholder Structure - Zhongxin Suzhou Venture Capital has reduced its holdings from 1.03 billion shares (15.77% of total shares) to a planned further decrease, with the second-largest shareholder, Hong Kong Central Clearing Limited, holding only 3.71% [2][3]. - Since becoming the largest shareholder in 2018, Zhongxin Suzhou has not shown any intention to control Jingfang Technology, and has consistently reduced its stake by 2% annually since 2022 [3][4]. Management and Governance - The management team has remained stable, with no significant changes in leadership or operational control despite the ongoing share reductions by the largest shareholder [4]. - The current chairman and general manager, Wang Wei, is nearing retirement age, raising questions about future succession plans, which the company has not publicly addressed [4][5]. Business Strategy - Jingfang Technology is focusing on automotive-grade chips and enhancing its international investment and financing layout, including establishing a production base in Penang, Malaysia, to better meet overseas customer needs [5].

Group 1 - Baiyunshan received drug registration certificate for Tadalafil tablets (2.5mg, 5mg) from the National Medical Products Administration, indicating its entry into the erectile dysfunction treatment market [1] - Huayin Power plans to invest approximately 1.398 billion yuan in three renewable energy projects with a total installed capacity of 230 MW [2] - GAC Group reported a 24.8% year-on-year decline in May automobile sales, with total sales of 117,700 units [3] Group 2 - Honghui Fruits and Vegetables announced a potential change in control due to share transfer negotiations, leading to a temporary suspension of its stock and convertible bonds [4] - Fuyuan Pharmaceutical's subsidiary received a drug registration certificate for Bromhexine Hydrochloride oral solution, aimed at treating respiratory diseases [5][6] - Jianghan New Materials plans to repurchase shares worth 200 million to 400 million yuan, with a maximum price of 30 yuan per share [7][8] Group 3 - Sinan Navigation received an administrative regulatory decision from the Shanghai Securities Regulatory Bureau due to multiple issues in its 2024 annual report [9][10] - Hesheng Co. received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [11] - Daqin Railway reported a 1.85% year-on-year decrease in cargo transportation volume in May, totaling 32.96 million tons [13] Group 4 - Ningbo Construction's subsidiary won a design and construction project with a bid of 787 million yuan [14] - Yuehongyuan A announced the termination of a major asset restructuring plan due to failure to reach an agreement on key terms [15][16] - Mingyang Smart Energy reached a 190 million yuan repurchase agreement with Haiji New Energy [18] Group 5 - CNE Group's subsidiary plans to reduce registered capital from 430 million yuan to 330 million yuan [19] - ST Baili received an administrative penalty for failing to disclose non-operating fund occupation matters, resulting in a fine of 4 million yuan [21] - Baichuan Co. completed the repurchase of a 7.14% stake in its subsidiary for 50 million yuan [22] Group 6 - Dongrui Co. reported May sales of 155,400 pigs, generating revenue of 203 million yuan, a decrease of 8.77% month-on-month [25][26] - Pengding Holdings reported a 22.43% year-on-year increase in May consolidated revenue, totaling 2.598 billion yuan [27] - Dabeinong reported May sales of 727,600 pigs, with total revenue of 1.248 billion yuan [28] Group 7 - Lihua Co. reported a 4.77% year-on-year decrease in May chicken sales revenue, totaling 1.118 billion yuan [29][30] - Jindan Technology plans to use up to 300 million yuan of idle funds for entrusted wealth management [31] - Youxunda won a project from the State Grid worth approximately 176 million yuan [33][34] Group 8 - Shenglan Co. received approval for its convertible bond issuance from the Shenzhen Stock Exchange [35][36] - Jingfang Technology's shareholder plans to reduce holdings by up to 2% of the company's shares [37] - Shiji Information's subsidiary signed a significant contract with Marriott for cloud services [39] Group 9 - Northeast Securities' subsidiary plans to terminate its listing on the New Third Board [40] - Yaji International's supervisor is under investigation for insider trading [42][43] - Yian Technology signed a strategic cooperation framework agreement with Shenzhen Hive Interconnect Technology [44] Group 10 - Jinyu Group's subsidiary acquired a real estate project for 3.364 billion yuan [46][47] - Kaiweite's major shareholder plans to reduce holdings by up to 3% of the company's shares [48] - Ningbo Energy's subsidiary plans to publicly transfer fixed assets valued at approximately 17.4372 million yuan [49]

Group 1 - Aike Technology (688092.SH) shareholders plan to reduce their holdings by up to 826,906 shares, accounting for 1.00% of the total share capital within three months after 15 trading days from the announcement [1] - Aike Cyber (688719.SH) executives plan to reduce their holdings by up to 2.1927% of the total share capital, totaling 2,530,000 shares within three months after 15 trading days from the announcement [1] - Anpeilong (301413.SZ) shareholders plan to reduce their holdings by up to 2,952,058 shares, representing 3% of the total share capital [1] Group 2 - Chaohongji (002345.SZ) shareholders plan to reduce their holdings by up to 26,655,380 shares, accounting for 3% of the total share capital within three months after 15 trading days from the announcement [2] - Chunguang Technology (603657.SH) plans to reduce its holdings by up to 1,000,000 shares, representing 0.73% of the total share capital [2] - Dahongli (300865.SZ) controlling shareholder plans to reduce his holdings by 136,150 shares, accounting for 1.4230% of the total share capital [2] Group 3 - Electric Link Technology (300679.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 15,000 to 78,000 shares [2] - Guangge Technology (688450.SH) shareholders plan to reduce their holdings by a total of 990,000 shares, representing 1.50% of the total share capital [2] - Guorui Technology (300600.SZ) shareholders plan to reduce their holdings by 8,827,034 shares, accounting for 3% of the total share capital [3] Group 4 - Hailier (603639.SH) shareholders plan to reduce their holdings by up to 1,200,000 shares, representing 1% of the total share capital [3] - Haotong Technology (301026.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 20,965 to 47,250 shares [3] - Huamao Logistics (603128.SH) executives have reduced their holdings by 272,000 shares, while other executives did not reduce their holdings [3] Group 5 - Jiamei Packaging (002969.SZ) shareholders plan to reduce their holdings by a total of 9,483,239 shares, accounting for 1.00% of the total share capital [4] - Jiangsu Boyun (301003.SZ) shareholders plan to reduce their holdings by up to 971,333 shares through centralized bidding and 1,942,666 shares through block trading [4] - Jinchicken Co., Ltd. (300798.SZ) shareholders plan to reduce their holdings by 14,000,000 shares, representing 2.99% of the total share capital [4] Group 6 - Jingfang Technology (603005.SH) shareholders plan to reduce their holdings by up to 13,043,400 shares, accounting for 2% of the total share capital [5] - Jingjin Electric (688280.SH) shareholders plan to reduce their holdings through centralized bidding or block trading [5] - Kolon New Materials (920098) shareholders have not implemented reductions, while another shareholder reduced holdings by 651,667 shares, representing 0.8014% of the total share capital [5] Group 7 - Liangpinpuzi (603719.SH) shareholders plan to reduce their holdings by 4,010,000 shares, accounting for 1% of the total share capital [6] - Mike Audi (300341.SZ) executives plan to reduce their holdings by 546,350 shares, representing 0.11% of the total share capital [6] - Pinwa Food (300892.SZ) shareholders reduced their holdings by 711,300 shares, accounting for 0.72% of the total share capital [6] Group 8 - Qiu Le Seed Industry (831087.BJ) shareholders plan to reduce their holdings by up to 3,300,000 shares, representing no more than 1.9975% of the total share capital [6] - Qiu Tianwei (300939.SZ) shareholders reduced their holdings by 1,100,000 shares, accounting for 0.93% of the total share capital [6] - Rejing Bio (688068.SH) shareholders plan to reduce their holdings by 1,800,000 shares, representing 1.9416% of the total share capital [7] Group 9 - Saike Xide (688338.SH) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 250,000 to 235,000 shares [7] - Wancheng Group (300972.SZ) executives plan to reduce their holdings through centralized bidding [7] - Wentai Technology (600745.SH) shareholders plan to reduce their holdings by up to 24,891,577 shares through block trading and 12,445,788 shares through centralized bidding [7] Group 10 - Xiechuang Data (300857.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 10,500 to 18,900 shares [8] - Xinhongze (002836.SZ) controlling shareholder reduced holdings by 1,895,300 shares, decreasing ownership from 63.74% to 62.91% [8] - Panda Dairy (300898.SZ) shareholders reduced their holdings by 884,470 shares, accounting for 0.7133% of the total share capital [8] Group 11 - Oat Technology (688312.SH) controlling shareholder plans to reduce holdings by up to 2,912,000 shares, representing no more than 2% of the total share capital [9] - Youningwei (301166.SZ) shareholders plan to reduce their holdings by 1,208,500 shares, accounting for 1.41% of the total share capital [9] - Yuhua Tian (300815.SZ) shareholders plan to reduce their holdings by up to 23,915,520 shares, representing no more than 6.00% of the total share capital [9] Group 12 - Zhangzidao (002069.SZ) shareholders plan to reduce their holdings by up to 7,111,000 shares, accounting for no more than 1% of the total share capital [9] - Zhishang Technology (301486.SZ) shareholders reduced their holdings by 1,245,300 shares, accounting for 0.9677% of the total share capital [10] - Zhongjing Electronics (002579.SZ) shareholders plan to reduce their holdings by up to 6,000,000 shares through centralized bidding or block trading [10]

证券代码：603005 证券简称：晶方科技 公告编号：临 2025-015 苏州晶方半导体科技股份有限公司 股东大宗交易减持股份计划公告 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： 上述减持主体无一致行动人。 1 中新苏州工业园区创业投资有限公司（以下简称"中新创投"）截至本 通知之日，中新创投合计持有公司 102,849,766 股，约占公司总股本的 15.77%，均为无限售条件流通股。 大宗交易减持计划的主要内容：中新创投拟计划自 2025 年 6 月 27 日 至 2025 年 9 月 26 日，通过大宗交易方式减持不超过 13,043,400 股， 即不超过公司总股本的 2%。（若减持计划实施期间公司有送股、资本 公积金转增股本等股份变动事项，减持股份数量将相应进行调整。） 预披露期间，若公司股票发生停牌情形的，实际开始减持的时间根据停牌时间相应顺延。 中新创投已向中国证券投资基金业协会申请了创业投资基金股东的相关减持政策，其减持比 例符合《上市公司创业投资基金股东减持股份的特别规定（20 ...

Core Viewpoint - The company, Jingfang Technology, is experiencing a significant recovery in its performance, driven by growth in its packaging business and expanding applications in automotive intelligence, robotics, and AI glasses [1][3]. Group 1: Financial Performance - In 2023, the company achieved a revenue of 1.13 billion yuan, representing a year-on-year increase of 23.72%, and a net profit attributable to shareholders of 253 million yuan, up 68.4% [1]. - In the first quarter of 2024, the net profit attributable to shareholders reached 65 million yuan, marking a year-on-year growth of 32.73% [1]. - The revenue from chip packaging and testing increased by approximately 30% due to the growth in orders and shipments in the automotive CIS sector [1]. Group 2: Business Expansion and Innovation - The company is focusing on expanding its MEMS and FILTER applications beyond CIS, aiming for commercial mass production [1][3]. - The company is actively developing new products in the automotive intelligent projection field and enhancing its optical device capabilities through its optical centers in the Netherlands and Suzhou [2]. - The company is positioned as a leader in wafer-level silicon through-hole packaging technology for automotive camera chips, benefiting from the rapid development of automotive intelligence and autonomous driving technologies [1][3]. Group 3: Market and Global Strategy - The company is adjusting its investment structure for overseas subsidiaries and projects to build an international financing platform, leveraging its Singapore subsidiary [4]. - The construction of a production base in Penang, Malaysia, is underway to better meet overseas customer demands and promote process innovation [4]. - The company is advancing its participation in national key research projects, specifically in the MEMS sensor chip advanced packaging testing platform [3].