（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。 ...

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。 ...