一个是手机、笔记本、服务器代工巨头，一个是冲进全球前十的晶圆代工新锐。华勤技术 （603296.SH，股价85.78元，市值871.31亿元）市值超870亿元，晶合集成（688249.SH，股价22.23元， 市值445.96亿元）市值约446亿元，两者"牵手"，能否搅动产业链格局？ 华勤技术承诺通过本次协议转让取得的晶合集成股份，以长期投资为目的，自交割日起36个月内不对外 转让。 7月29日晚间，华勤技术、晶合集成双双披露公告称，华勤技术与晶合集成股东力晶创投签署《股权转 让协议》，力晶创投拟将其持有的晶合集成6%股份转让给华勤技术，转让总价款为23.93亿元。本次股 份转让完成后，华勤技术将持有晶合集成6%股份，并将向其提名1名董事。记者注意到，当下，华勤技 术因代工英伟达H20服务器而广受市场追捧。两大巨头"牵手" 据了解，本次权益变动前，力晶创投持有晶合集成19.08%的股份，此次权益变动后，力晶创投将持有 晶合集成13.08%的股份，而华勤技术持有晶合集成6%股份。 封面图片来源：视觉中国-VCG211322973159 目前华勤技术市值大幅超过闻泰科技。截至7月29日收盘，华勤技术市值超870亿 ...

*ST海华（600243）公告：基于巴州鲁新鼎盛燃气有限公司（下称："鲁新鼎盛"）所处的天然气行业和 地理位置具有良好的发展前景，公司控股子公司茫崖源鑫拟与徐海波、徐瑶瑶、鲁新鼎盛签署《收购协 议》，约定控股子公司茫崖源鑫以现金4300万元取得鲁新鼎盛100%的股权。 神马电力：拟以3亿元—4亿元回购股份 药明康德：拟将回购股份价格上限调整为不超114.15元/股 *ST海华：控股子公司拟4300万元收购鲁新鼎盛100%股权 仕佳光子：上半年净利润2.17亿元，同比增长1712% 滨化股份：筹划发行H股股份并在香港联交所上市事项 恩华药业：上半年净利润7亿元，同比增11.38% 沪市重要公告： 药明康德：拟将回购股份价格上限调整为不超114.15元/股 药明康德（603259）公告：拟将2025年第一次以集中竞价交易方式回购A股股份的回购股份价格上限由 不超过90.72元/股（含）调整为不超过114.15元/股，本次回购方案的其他内容不变。 *ST海华：控股子公司拟4300万元收购鲁新鼎盛100%股权 华勤技术：拟23.93亿元协议受让晶合集成6%股份 时空科技：实控人终止筹划控制权变更的重大事项，股票明起复 ...

（文章来源：证券日报） 证券日报网讯 7月29日晚间，华勤技术发布公告称，公司第二届董事会第十六次会议审议通过了《关于 公司拟协议受让晶合集成部分股份的议案》。 ...

证券日报网讯 7月29日晚间，华勤技术发布公告称，公司第二届监事会第十三次会议审议通过了《关于 公司拟协议受让晶合集成部分股份的议案》。 （文章来源：证券日报） ...

Group 1 - Company Huqin Technology announced a strategic investment of 2.39 billion yuan for a 6% stake in Anhui Jinghe Integrated Circuit Co., marking its first foray into the semiconductor wafer manufacturing sector [1] - The investment will allow Huqin Technology to nominate one director to Jinghe and includes a commitment not to transfer shares for 36 months, signaling strong strategic collaboration [1] - This move aligns with Huqin's strategy to extend its reach into upstream sectors of the industry, enhancing its technological capabilities and product competitiveness [1] Group 2 - Huqin Technology expects to achieve operating revenue of 83 billion to 84 billion yuan for the first half of 2025, representing a year-on-year increase of 110.7% to 113.2% [2] - The company's net profit attributable to shareholders is projected to be between 1.87 billion and 1.90 billion yuan, with a year-on-year growth of 44.8% to 47.2% [2] - The growth is driven by the surge in demand for smart hardware amid global digital transformation and AI trends, supported by Huqin's "3+N+3" product matrix [2] Group 3 - Jinghe Integrated Circuit reported revenue of 5.07 billion to 5.32 billion yuan for the first half of 2025, reflecting a year-on-year growth of 15.3% to 21.0% [3] - The company's net profit attributable to shareholders is expected to be between 260 million and 390 million yuan, with a significant year-on-year increase of 39.0% to 109.6% [3] - Jinghe's rapid iteration of manufacturing processes and product expansion, including the mass production of 40nm display driver chips and 55nm CIS chips, indicates strong growth momentum in the context of domestic semiconductor industry replacement [3] Group 4 - Huqin Technology's investment in Jinghe is a strategic extension of its core capabilities in ODM, focusing on efficient operations, research and development, advanced manufacturing, and precision components [3] - Previous acquisitions by Huqin, such as Huayu Precision and Yiluda Holdings, have strengthened its competitive position in smart terminal components and acoustic modules, respectively [3] - The entry into wafer manufacturing is seen as a practical implementation of Huqin's supply chain consolidation and competitive enhancement strategy [3]

Core Viewpoint - Company Huqine Technology has signed a share transfer agreement to acquire 6% of Crystal Integrated (688249) for a total price of 2.39 billion yuan, marking its first foray into the semiconductor wafer manufacturing sector [1] Group 1: Investment Details - The share transfer price is set at 19.88 yuan per share, with a total transaction value of 2.39 billion yuan [1] - Following the transaction, Huqine Technology will nominate one director to Crystal Integrated and commit to a 36-month lock-up period for the shares [1] Group 2: Strategic Implications - This investment extends Huqine Technology's reach into the semiconductor industry, aligning with its strategy to expand upstream in the supply chain [1][4] - The move is expected to enhance the company's technological capabilities and product competitiveness, thereby improving operational resilience [1] Group 3: Crystal Integrated's Performance - Crystal Integrated anticipates revenue of 5.07 billion to 5.32 billion yuan for the first half of 2025, representing a year-on-year growth of 15.3% to 21% [2] - The company projects a net profit of 260 million to 390 million yuan for the same period, with a significant year-on-year increase of 39% to 108.6% [2] - Crystal Integrated is set to achieve mass production of its 40nm high-voltage OLED display driver chips and 55nm CIS chips in the first half of 2025 [2] Group 4: Huqine Technology's Financial Outlook - Huqine Technology expects to report revenue between 83 billion to 84 billion yuan for the first half of 2025, reflecting a substantial year-on-year growth of 110.7% to 113.2% [3] - The projected net profit for the same period is between 1.87 billion to 1.9 billion yuan, indicating a year-on-year increase of 44.8% to 47.2% [3] - The company benefits from the ongoing digital transformation and AI boom, positively impacting its operations across various sectors [3]

华勤技术（SH 603296，收盘价：85.78元）7月29日晚间发布公告称，公司第二届第十六次董事会会议 于2025年7月29日以现场和视频通讯相结合的方式召开。会议审议了《关于公司拟协议受让晶合集成部 分股份的议案》等文件。 （文章来源：每日经济新闻） 2024年1至12月份，华勤技术的营业收入构成为：高性能计算占比57.54%，智能终端占比32.14%，其他 业务占比4.65%，AIoT及其他占比4.25%，汽车及工业产品占比1.42%。 ...

Group 1 - The core point of the article is that Lichuang Venture intends to transfer 120 million shares of Jinghe Integrated (688249.SH), representing 6.00% of the total share capital, to Huqin Technology at a price of 19.88 yuan per share [1] - After the transfer, Huqin Technology will hold 120 million shares of the company, also accounting for 6.00% of the total share capital [1]

晶合集成(688249.SH)公告，公司股东力晶创投拟将其持有的公司1.2亿股份(占公司总股本的6.00%)以 19.88元/股的价格转让给华勤技术（603296）。权益变动后，华勤技术持有公司1.2亿股股份，占总股本 的6.00%。 ...

格隆汇7月29日丨晶合集成(688249.SH)公布，公司持股5%以上的股东力晶创新投资控股股份有限公司 （简称"力晶创投"）于2025年7月29日与华勤技术股份有限公司（简称"华勤技术"）签署了《股份转让 协议》，力晶创投拟将其持有的公司120,368,109股股份（占公司总股本的6.00%）以19.88元/股的价格 转让给华勤技术。本次权益变动前，力晶创投持有公司382,732,181股股份，占总股本的19.08%，华勤 技术未持有公司股份。本次权益变动后，力晶创投持有公司262,364,072股股份，占总股本的13.08%， 华勤技术持有公司120,368,109股股份，占总股本的6.00%。双方于《股份转让协议》约定，力晶创投应 促使其向公司提名的其中一名非独立董事辞任，华勤技术将向公司提名一名非独立董事。 ...