Major Events - Xizang Tianlu announced that its convertible bond "Tianlu Convertible Bond" experienced significant abnormal trading fluctuations, with a cumulative closing price increase of over 100% from July 21 to July 29, 2025, closing at 481.80 yuan per bond, representing a premium of 381.80% over the face value and a conversion premium rate of 16.60% [1] - Huqin Technology plans to acquire 6% of Jinghe Integrated's shares for 2.393 billion yuan, purchasing 120 million shares at a price of 19.88 yuan per share, marking its first stake in the company [2] - Liyuan Technology's actual controller, Shen Wanzhong, received a criminal judgment for violating information disclosure regulations, sentenced to one year in prison with a one and a half year probation, and fined 3.3 million yuan, but this will not significantly impact the company's operations [3] - Huashi Technology announced the lifting of detention measures against its actual controller and general manager, Ye Jianbiao, allowing him to resume his duties [4] - Dongfang Materials' chairman, Xu Guangbin, resigned due to personal reasons but will continue as a board member [5] - WuXi AppTec adjusted its share repurchase price limit from 90.72 yuan to 114.15 yuan per share [6] Performance Overview - Greenland Holdings reported a contract sales amount of 21.752 billion yuan in Q2 2025, a year-on-year increase of 16.93%, with a total sales area of 2.217 million square meters, up 31.03% from the previous year [7] - Lujiazui's H1 2025 net profit was 815 million yuan, a decrease of 7.87%, despite a revenue increase of 33.91% to 6.598 billion yuan [8] - Hongfa Co. achieved a net profit of 964 million yuan in H1 2025, a year-on-year increase of 14.19%, with revenue of 8.347 billion yuan, up 15.43% [9] - Nanya New Materials expects a net profit of 80 million to 95 million yuan in H1 2025, representing a year-on-year increase of 44.69% to 71.82% due to increased sales and improved product structure [9] - Sains expects a net profit decline of 57.53% to 60.13% in H1 2025, with revenue between 410 million and 440 million yuan, a year-on-year increase of 15.17% to 23.59% [9] - Baotai anticipates a net loss of 110 million to 140 million yuan in H1 2025, a reduction in losses compared to the previous year, attributed to increased sales of a specific product and reduced R&D expenses [9] Major Contracts - China CNR announced the signing of several major contracts totaling approximately 32.92 billion yuan, accounting for 13.4% of its projected revenue for 2024 [10] - Wantong Zhikong signed an exclusive authorization agreement with Shanghai Shenming Aosi Semiconductor Technology for the sales and cooperation in the field of embodied intelligence [11] - Anhui Construction won a bid for a highway concession project in Chongqing, with an estimated total investment of 3.614 billion yuan [11] Shareholding Changes - Jiahe Meikang's shareholder, Guoshou Chengda, plans to reduce its stake by up to 3% through various trading methods [12] - Lanfeng Biochemical's shareholder, Hainan Wenqin, intends to reduce its stake by up to 2.61% [12]

晶合集成公告，持股5%以上的股东力晶创投拟将其持有的公司1.2亿股股份（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3.83亿股股份，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2.62亿股股份，占总股本的 13.08%，华勤技术持有公司1.2亿股股份，占总股本的6.00%。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。 ...

证券代码：603296 证券简称：华勤技术 公告编号：2025-063 华勤技术股份有限公司 关于公司拟协议受让晶合集成部分股份的公告 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。 本次交易前，公司未持有晶合集成股份；本次交易后，公司持有晶合 集成 120,368,109 股股份，占晶合集成总股本的 6.00%。 本次交易不构成关联交易，亦不构成《上市公司重大资产重组管理办 法》规定的重大资产重组。 双方于《股份转让协议》约定，本次交易完成后，华勤技术将向晶合 集成提名一名非独立董事。 本次交易已经公司董事会战略与可持续发展委员会 2025 年第二次会 议、第二届董事会第十六次会议和第二届监事会第十三次会议审议通过，无 需提交公司股东大会审议。本次交易尚需上海证券交易所（以下简称"上交 所"）进行合规性确认，并在中国证券登记结算有限责任公司上海分公司（以 1 下简称"登记结算公司"）办理股份过户登记手续，本次交易能否最终完成尚 存在不确定性，敬请广大投资者注意投资风险。 一、交易概述 （一）本次交易的基本情况 1、 ...

华勤技术股份有限公司 第二届监事会第十三次会议决议公告 本公司监事会及全体监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。 一、监事会会议召开情况 华勤技术股份有限公司（以下简称"公司"）于2025年7月29日以现场和视 频通讯相结合的方式召开第二届监事会第十三次会议，本次会议的通知于2025 年7月23日以电子邮件方式发出。会议应出席监事3人，实际出席会议监事3人， 会议由监事会主席蔡建民先生主持。本次会议的召集、召开及表决程序符合有关 法律、行政法规、部门规章、规范性文件及《华勤技术股份有限公司章程》的规 定，表决形成的决议合法、有效。 二、监事会会议审议情况 （一）审议通过《关于公司拟协议受让晶合集成部分股份的议案》 证券代码：603296 证券简称：华勤技术 公告编号：2025-062 公司监事会认为：认为本次协议受让晶合集成部分股份事项符合公司发展需 要，决策程序合法合规，交易定价公允，未发现损害公司及全体股东，特别是中 小股东合法权益的情形。 因此，监事会对本次交易事项无异议，并提醒董事会及管理层在后续工作中 持续关注交易进展与风险管 ...

一、董事会会议召开情况 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。 一、董事会会议召开情况 华勤技术股份有限公司（以下简称"公司"）于2025年7月29日以现场和视频 通讯相结合的方式召开第二届董事会第十六次会议，本次会议的通知于2025年7 月23日以电子邮件方式发出。会议应出席董事9人，实际出席会议董事9人，本次 会议由董事长邱文生先生主持。本次会议的召集、召开及表决程序符合有关法律、 行政法规、部门规章、规范性文件及《华勤技术股份有限公司章程》的规定，表 决形成的决议合法、有效。 证券代码：603296 证券简称：华勤技术 公告编号：2025-061 华勤技术股份有限公司 第二届董事会第十六次会议决议公告 详见公司于同日在上海证券交易所网站（http://www.sse.com.cn）披露的《华 勤技术关于公司拟协议受让晶合集成部分股份的公告》（公告编号：2025-063）。 特此公告。 华勤技术股份有限公司董事会 2025年7月30日 1 二、董事会会议审议情况 （一）审议通过《关于公司拟协议受让晶合集成部分股份的 ...

Core Viewpoint - The company Huqin Technology (603296) has recognized the long-term investment value of Jinghe Integration and has signed a share transfer agreement with Liching Innovation Investment Holdings Co., Ltd. to acquire 120 million shares, representing 6% of Jinghe Integration's total share capital, at a price of 19.88 yuan per share, totaling 2.393 billion yuan [1] Summary by Relevant Sections - **Transaction Details** - The company will acquire 120 million shares of Jinghe Integration, which constitutes 6% of the total share capital [1] - The transfer price is set at 19.88 yuan per share, leading to a total transaction value of 2.393 billion yuan [1] - **Ownership Changes** - Prior to this transaction, the company did not hold any shares in Jinghe Integration [1] - Following the completion of this transaction, the company will hold a 6% stake in Jinghe Integration [1]

华勤技术公告，公司与力晶创投于2025年7月29日签署《股份转让协议》，公司拟以现金方式协议受让 力晶创投持有的晶合集成1.2亿股股份，占晶合集成总股本的6.00%，转让价格为19.88元/股，转让总价 为人民币23.93亿元。本次交易前，公司未持有晶合集成股份；本次交易后，公司持有晶合集成6.00%的 股份。本次交易尚需经上交所进行合规性确认，并在登记结算公司办理股份过户登记手续。 ...

智通财经7月29日电，华勤技术(603296.SH)公告称，公司拟以现金方式协议受让力晶创投持有的晶合集 成120,368,109股股份，占晶合集成总股本的6.00%，转让价格为19.88元/股，转让总价为23.93亿元。本 次交易不构成关联交易，亦不构成重大资产重组。交易完成后，公司将向晶合集成提名一名非独立董 事。本次交易尚需上交所进行合规性确认，并在登记结算公司办理股份过户登记手续。 华勤技术：拟协议受让晶合集成6.00%股份 ...

通过天眼查大数据分析，华勤技术股份有限公司共对外投资了24家企业，参与招投标项目16次，知识产 权方面有商标信息52条，专利信息1772条，此外企业还拥有行政许可81个。 来源：金融界 华勤技术最新一期业绩显示，截至2025一季报，公司营业总收入349.98亿元、同比增长115.65%，归属 净利润8.42亿元，同比增长39.04%，扣非净利润7.61亿元，同比增长43.55%，流动比率1.156、速动比率 0.924、资产负债率70.85%。 天眼查商业履历信息显示，华勤技术股份有限公司，成立于2005年，位于上海市，是一家以从事软件和 信息技术服务业为主的企业。企业注册资本101589.062万人民币，实缴资本60637.9385万人民币。公司 法定代表人为邱文生。 金融界消息 截至2025年7月29日收盘，华勤技术（603296）报收于85.78元，上涨4.88%，换手率 3.12%，成交量17.83万手，成交金额14.97亿元。 资金流向方面，今日主力资金净流入1.02亿元，占比成交额6.82%。其中，超大单净流入1721.83万元、 占成交额1.15%，大单净流入8485.28万元、占成交额5.67 ...

Core Insights - The Huawei mobile concept stock increased by 2.40%, ranking 6th among concept sectors, with 28 stocks rising, including Fangbang Co., which hit a 20% limit up, and Honghe Technology also reaching the limit up [1][2] Group 1: Stock Performance - The top gainers in the Huawei mobile concept include Fangbang Co. (+20%), Honghe Technology (+10%), and Furi Electronics (+8.73%) [1][3] - The stocks with the largest declines include Bee Assistant (-2.47%), Huqin Technology (-2.40%), and Luxshare Precision (-1.49%) [1][5] Group 2: Capital Flow - The Huawei mobile concept experienced a net outflow of 248 million yuan, with 21 stocks seeing net inflows, and 7 stocks receiving over 30 million yuan in net inflows [2][3] - Furi Electronics led the net inflow with 347 million yuan, followed by Honghe Technology (154 million yuan) and Jingwang Electronics (86.41 million yuan) [2][3] Group 3: Capital Inflow Ratios - The top stocks by net inflow ratio include Furi Electronics (20.21%), Honghe Technology (14.19%), and Rongqi Technology (9.89%) [3][4] - The trading volume and turnover rates for leading stocks indicate significant investor interest, with Furi Electronics showing a turnover rate of 26.71% [3][4]