Financial Performance - Shandong Gold reported a net profit of 2.808 billion yuan for the first half of 2025, a year-on-year increase of 102.98%, with operating revenue of 56.766 billion yuan, up 24.01% [1] - Juhua Co. achieved a net profit of 2.051 billion yuan, marking a 146.97% increase, with operating revenue of 13.331 billion yuan, up 10.36% [2] - China Aluminum's net profit was 7.071 billion yuan, a slight increase of 0.81%, with operating revenue of 116.392 billion yuan, up 5.12% [5] - Huajin Technology reported a net profit of 1.889 billion yuan, a 46.3% increase, with operating revenue of 83.939 billion yuan, up 113.06% [8] - Transsion Holdings experienced a net profit decline of 57.48%, totaling 1.213 billion yuan, with operating revenue of 29.077 billion yuan, down 15.86% [9] - China Satellite Communications reported a net profit of 181 million yuan, a decrease of 55.59%, with operating revenue of 1.221 billion yuan, up 6.33% [7] - Honghe Technology's net profit surged to 87.375 million yuan, a staggering increase of 10587.74%, with operating revenue of 550 million yuan, up 35% [12] - China Life Insurance reported a net profit of 40.931 billion yuan, a 6.9% increase, with operating revenue of 239.235 billion yuan, up 2.1% [15] - China Pacific Insurance reported a net profit of 26.53 billion yuan, a 16.9% increase, with total operating revenue of 324.014 billion yuan, up 10.8% [14] Corporate Actions - Huayu Automotive plans to acquire a 49% stake in SAIC Qingtao for 206 million yuan, marking its entry into the solid-state battery sector [4] - Debang Lighting intends to acquire at least 51% of Jiali Co. through cash transactions, which is expected to constitute a major asset restructuring [6] - Xinjie Electric plans to invest 800 million yuan in a new robot intelligent control system production project [13] - Hehui Optoelectronics announced a plan to reduce its shareholding by up to 2% through block trading [10][16]

格隆汇8月27日丨华勤技术(603296.SH)发布2025年半年度报告，报告期实现营业收入839.39亿元，同比 增长113.06%；归属上市公司股东的净利润18.89亿元，同比增长46.30%；扣除非经常性损益后的归属于 上市公司股东的净利润15.09亿元，同比增长47.95%；基本每股收益1.86元。 ...

证券代码：603296 证券简称：华勤技术 公告编号：2025-082 华勤技术股份有限公司 第二届监事会第十六次会议决议公告 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。 （二）审议通过《关于公司 2025 年半年度募集资金存放与实际使用情况专 项报告的议案》 表决结果：同意 3 票，反对 0 票，弃权 0 票。 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2025年半年度募集资金存放与实际使用情况的专项报告》 一、监事会会议召开情况 华勤技术股份有限公司（以下简称"华勤技术"或"公司"）于2025年8月 的通知于2025年8月15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2025年半年度报告及其摘要的议案》 经审核，监事 ...

中国国际金融股份有限公司 关于华勤技术股份有限公司 使用自有资金方式支付募投项目部分款项并以募集资金等额置换 的核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为华勤技术股 份有限公司（以下简称"华勤技术"或"公司"）首次公开发行股票并在主板上市的保荐机 构，根据《证券发行上市保荐业务管理办法》《上市公司募集资金监管规则》《上海证 券交易所股票上市规则》《上海证券交易所上市公司自律监管指引第 1 号——规范运 作》等有关法律、行政法规、部门规章及业务规则的要求，对公司使用自有资金方式支 付募投项目部分款项并以募集资金等额置换的事项进行了认真、审慎核查，具体情况如 下： 一、募集资金基本情况 根据中国证券监督管理委员会于 2023 年 6 月 20 日出具的《关于同意华勤技术股 份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕1340 号），并经上海 证券交易所同意，公司首次公开发行人民币普通股 72,425,241 股，每股面值为人民币 元，扣除发行费用后，实际募集资金净额为人民币 573,068.36 万元，其中超募资金为 人民币 23,068.36 万元。大华会计师事 ...

Core Viewpoint - The company plans to utilize part of its temporarily idle raised funds for cash management to enhance fund efficiency and returns while ensuring the safety of the funds and not affecting ongoing investment projects [1][2][7] Fundraising Basic Situation - The company raised a total of RMB 585,195.95 million from its initial public offering, with a net amount of RMB 573,068.36 million after deducting issuance costs, including an oversubscription of RMB 23,068.36 million [1] - The funds have been deposited into a dedicated account, and a tripartite/four-party supervision agreement has been signed with the sponsor and the commercial bank [2] Cash Management of Idle Funds - The company intends to use up to RMB 100,000 million of temporarily idle raised funds for cash management, allowing for rolling use within this limit [3] - The source of funds for this cash management will be the temporarily idle raised funds [3] - Investment will be made in low-risk, highly liquid products such as time deposits and fixed-income certificates, with returns going back to the company [4] Investment Period and Risk Control - The investment period is set for twelve months from the date of board approval, with the management authorized to handle related matters within the specified limits [4][6] - The company will implement strict risk control measures to ensure the safety of the cash management funds [5] Impact on the Company - The use of idle funds for cash management will not affect the progress of investment projects or the normal operations of the company, and it aims to improve fund efficiency and shareholder returns [5][6] - The board and supervisory committee have approved the cash management plan, confirming its legality and compliance [6][7]

Core Viewpoint - The company has approved a proposal to utilize temporarily idle raised funds for cash management, aiming to enhance fund efficiency and increase company returns while ensuring no impact on project progress and normal operations [1] Fund Management - The company will use up to 1 billion yuan of temporarily idle raised funds for cash management [1] - Investment directions will focus on high safety, good liquidity, and capital protection commitments, such as bank structured deposits and time deposits [1] - The usage period for these funds is effective within 12 months, and funds can be rolled over within the approved limit [1] Objectives - The initiative aims to improve fund utilization efficiency and increase company earnings [1] - It is designed to safeguard shareholder rights without affecting the progress of fundraising investment projects and the company's normal production and operations [1]

Financial Performance - The company achieved a revenue of 83.939 billion yuan, a remarkable year-on-year increase of 113.06% [1][2] - The net profit attributable to shareholders reached 1.889 billion yuan, reflecting a growth of 46.30% [1][2] - The net profit after deducting non-recurring gains and losses was 1.509 billion yuan, up 47.95%, indicating stable core profitability [2] Cash Flow Concerns - The net cash flow from operating activities was -1.522 billion yuan, a significant decline of 246.20% compared to a positive 1.041 billion yuan in the same period last year [3] - The drastic contrast between revenue growth and cash flow deterioration suggests potential issues such as increased accounts receivable or inventory buildup [3] Asset Growth - Total assets reached 94.986 billion yuan, growing by 24.50% since the beginning of the year, indicating improved asset turnover efficiency [4] - The net assets attributable to shareholders were 23.593 billion yuan, with a growth of 4.65%, which is notably lower than revenue and profit growth [4] Shareholding Structure - The controlling shareholder, Shanghai Aoqin Information Technology Co., Ltd., holds 31.63% of the shares, with the actual controller Qiu Wensheng maintaining stable control [5] - The establishment of multiple employee stock ownership platforms helps incentivize core employees but adds complexity to the shareholding structure [5] Industry Outlook - As a leading ODM in smart terminals, the company's significant growth is likely driven by the recovery in demand for consumer electronics such as smartphones and tablets, as well as the rapid development of emerging applications like AI terminals and IoT devices [7] - The company’s decision not to distribute mid-term dividends reflects a cautious approach towards cash flow management amid current conditions [7]

Group 1: Asset-Backed Securities (ABS) Market - In July 2025, the Asset-Backed Securities (ABS) market saw 153 new registrations with a total scale of 1440.49 billion yuan [1] - The top three ABS underlying assets by registration scale were financing lease receivables (313.66 billion yuan), accounts receivable (309.34 billion yuan), and small loan receivables (247.95 billion yuan) [1] - Six ABS registrations were related to infrastructure public REITs, amounting to 147.33 billion yuan [1] Group 2: Digital Printing Market - In the first half of 2025, China's digital industrial printer market generated revenue of 39.4 billion yuan, marking a year-on-year growth of 10.7% [2] - The large-format digital printing machine market experienced a decline of 2.8%, while the industrial digital textile printing machine market surged by 76.6% [2] - The digital packaging and labeling printing machine market saw a year-on-year increase of 9.3% [2] Group 3: Digital Publishing Industry - The digital publishing industry in China reached a record high revenue of 17,485.36 billion yuan in 2024, reflecting an 8.07% increase from the previous year [2] - The digitalization of books and periodicals showed steady growth, with significant revenue increases in online gaming, online education, and online animation sectors [2] Group 4: Insurance Sector - China Life Insurance reported a net profit of 40.931 billion yuan for the first half of 2025, representing a year-on-year growth of 6.9% [3] - The company's total revenue for the same period was 239.235 billion yuan, up by 2.1% year-on-year [3] - A cash dividend of 0.238 yuan per share (including tax) is proposed for all shareholders [3] Group 5: E-commerce and Food Delivery - Meituan's second-quarter revenue reached 91.84 billion yuan, showing an 11.7% year-on-year increase [4] - The adjusted net profit for the quarter was 1.49 billion yuan, down 89% year-on-year [4] - The core local business segment's revenue grew by 7.7% to 65.3 billion yuan, but operating profit fell significantly due to irrational competition [4] Group 6: Real Estate Investment Trusts (REITs) - JD Group plans to establish a REIT in Singapore with an asset value exceeding 1 billion USD, expected to be listed on the Singapore Exchange by next year [4] Group 7: Food Industry - Youyou Foods reported a net profit of 108 million yuan for the first half of 2025, a year-on-year increase of 42.47% [5] - The company's revenue for the same period was 771 million yuan, up by 45.59% [5] - A cash dividend of 2.3 yuan per 10 shares (including tax) is proposed for shareholders [5] Group 8: Technology Sector - Huasen Technology achieved a net profit of 1.889 billion yuan in the first half of 2025, reflecting a 46.3% year-on-year increase [6] - The company's revenue surged by 113.06% to 83.939 billion yuan [6] - Puxin Technology reported a net profit of 1.055 billion yuan, up 23.03% year-on-year [7] Group 9: Market Overview - The Shanghai Composite Index fell by 1.76% amid a market downturn, with over 4,700 stocks declining [8] - The total trading volume for the day reached 3.17 trillion yuan, an increase of 486.5 billion yuan from the previous trading day [8] - Key sectors showing strength included computing power and chip stocks, while real estate and consumer goods sectors faced declines [8]

证券代码：603296 证券简称：华勤技术 公告编号：2025-081 华勤技术股份有限公司 第二届董事会第十九次会议决议公告 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。 一、董事会会议召开情况 一、董事会会议召开情况 华勤技术股份有限公司（以下简称"华勤技术"或"公司"）于2025年8月 的通知于2025年8月15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。 二、董事会会议审议情况 （一）审议通过《关于公司2025年半年度报告及其摘要的议案》 本议案已经公司董事会审计与风险管理委员会审议通过，同意提交董事会审 议。 表决结果：同意9票，反对0票，弃权0票。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 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 勤技术关于使用自有资金方式支 ...

Group 1 - Youyou Food achieved a net profit of 108 million yuan in the first half of 2025, a year-on-year increase of 42.47%, with a revenue of 771 million yuan, up 45.59% [1] - Keda achieved a net profit of 255 million yuan, a year-on-year increase of 16.49%, with a revenue of 2.163 billion yuan, up 14.35% [1] - North Navigation turned a profit with a net profit of 116 million yuan, achieving a revenue of 1.703 billion yuan, a year-on-year increase of 481.19% [1][2] Group 2 - China Satellite Communication reported a net profit of 181 million yuan, a year-on-year decrease of 55.59%, with a revenue of 1.221 billion yuan, up 6.33% [3] - Huqin Technology achieved a net profit of 1.889 billion yuan, a year-on-year increase of 46.3%, with a revenue of 83.939 billion yuan, up 113.06% [4] - Huasen Lithium reported a net loss of 72.739 million yuan, with a revenue of 350 million yuan, up 72.02% [4] Group 3 - Putailai achieved a net profit of 1.055 billion yuan, a year-on-year increase of 23.03%, with a revenue of 7.088 billion yuan, up 11.95% [5] - Suochen Technology reported a net loss of 45.698 million yuan, with a revenue of 57.351 million yuan, up 10.82% [5] - Canqin Technology achieved a net profit of 51.912 million yuan, a year-on-year increase of 51.94%, with a revenue of 287 million yuan, up 52.76% [6] Group 4 - Hengtong achieved a net profit of 99.3648 million yuan, a year-on-year increase of 38.86%, with a revenue of 669 million yuan, down 44.66% [6] - Sanan Optoelectronics reported a net profit of 176 million yuan, a year-on-year decrease of 4.24%, with a revenue of 8.987 billion yuan, up 17.03% [7] - New Dairy achieved a net profit of 397 million yuan, a year-on-year increase of 33.76%, with a revenue of 5.526 billion yuan, up 3.01% [8] Group 5 - Yiling Pharmaceutical achieved a net profit of 669 million yuan, a year-on-year increase of 26.03%, with a revenue of 4.040 billion yuan, down 12.26% [10] - Baosteel achieved a net profit of 4.879 billion yuan, a year-on-year increase of 7.36%, with a revenue of 151.372 billion yuan, down 7.28% [12] - Feikai Materials achieved a net profit of 217 million yuan, a year-on-year increase of 80.45%, with a revenue of 1.462 billion yuan, up 3.8% [13] Group 6 - Lier Chemical achieved a net profit of 271 million yuan, a year-on-year increase of 191.21%, with a revenue of 4.507 billion yuan, up 35.36% [15] - Shaanxi Coal achieved a net profit of 7.638 billion yuan, a year-on-year decrease of 31.18%, with a revenue of 779.83 billion yuan, down 14.19% [16] - Dongfang Materials reported a net profit of 654,400 yuan, a year-on-year decrease of 88.48%, with a revenue of 174 million yuan, down 5.06% [18] Group 7 - Blue Sky Bio achieved a net profit of 26.7163 million yuan, a year-on-year decrease of 8.98%, with a revenue of 652 million yuan, up 7.05% [19] - Shanghai Jiubai achieved a net profit of 23.7897 million yuan, a year-on-year increase of 0.24%, with a revenue of 45.0535 million yuan, down 1.09% [20] - Two Sides Needle reported a net loss of 5.0842 million yuan, with a revenue of 522 million yuan, up 1.02% [21] Group 8 - Shanghai Yashi achieved a net profit of 20.3263 million yuan, a year-on-year increase of 42.56%, with a revenue of 2.044 billion yuan, up 56.75% [23] - Bayi Steel reported a net loss of 697 million yuan, with a revenue of 8.733 billion yuan, down 6.73% [25] - Hongrun Construction plans to repurchase shares worth between 150 million and 300 million yuan [27] Group 9 - Kaile achieved a net profit of 10.9193 million yuan, a year-on-year increase of 280.42%, with a revenue of 137 million yuan, down 17.89% [28] - Jingda achieved a net profit of 306 million yuan, a year-on-year increase of 6.03%, with a revenue of 11.856 billion yuan, up 14.28% [29] - Blue Light Marker reported a net profit of 96.4427 million yuan, a year-on-year decrease of 47.33%, with a revenue of 32.36 billion yuan, up 4.87% [30] Group 10 - KOTAI Power achieved a net profit of 23.994 million yuan, a year-on-year increase of 35.52%, with a revenue of 711 million yuan, up 49.51% [33] - Bo Rui Data reported a net loss of 26.1918 million yuan, with a revenue of 70.1997 million yuan, up 5.19% [34] - Jiuzhoutong achieved a net profit of 1.446 billion yuan, a year-on-year increase of 19.7%, with a revenue of 81.106 billion yuan, up 5.10% [37] Group 11 - Aier Eye Hospital achieved a net profit of 2.051 billion yuan, a year-on-year increase of 0.05%, with a revenue of 11.507 billion yuan, up 9.12% [39] - Nandu Property achieved a net profit of 130 million yuan, a year-on-year increase of 532.87%, with a revenue of 914 million yuan, up 2.75% [41] - Weiyuan reported a net loss of 168 million yuan, with a revenue of 4.601 billion yuan, up 1.82% [42] Group 12 - Zhongke Chuangda achieved a net profit of 158 million yuan, a year-on-year increase of 51.84%, with a revenue of 3.299 billion yuan, up 37.44% [43] - Zhongjuxin reported a net profit of 8.1377 million yuan, a year-on-year decrease of 64.57%, with a revenue of 567 million yuan, up 20.40% [44] - Inspur Information achieved a net profit of 799 million yuan, a year-on-year increase of 34.87%, with a revenue of 80.192 billion yuan, up 90.05% [45] Group 13 - Shenghong Technology achieved a net profit of 2.143 billion yuan, a year-on-year increase of 366.89%, with a revenue of 9.031 billion yuan, up 86.00% [46] - Cambrian achieved a net profit of 1.038 billion yuan, turning a profit, with a revenue of 2.881 billion yuan, up 4347.82% [48] - Longteng Optoelectronics reported a net loss of 121 million yuan, with a revenue of 1.289 billion yuan, down 27.91% [49]