Market Overview - As of July 22, the Shanghai Composite Index closed at 3581.86 points, up by 22.07 points, a rise of 0.62% [1] - The Shenzhen Component Index closed at 11099.83 points, increasing by 92.34 points, a rise of 0.84% [1] - The ChiNext Index closed at 2310.86 points, up by 13.97 points, a rise of 0.61% [1] High Turnover Stocks - A total of 105 A-shares had a turnover rate exceeding 20% on July 22 [1] - Notable stocks with high turnover rates include: - Fangzheng Valve (证券代码: 920082) with a turnover rate of 58.38% and a closing price of 27.44 yuan, up by 29.99% [1] - Beifang Changlong (证券代码: 301357) with a turnover rate of 54.29% and a closing price of 90.08 yuan, up by 8.50% [1] - Zhongshe Consulting (证券代码: 833873) with a turnover rate of 50.05% and a closing price of 11.52 yuan, up by 19.50% [1] Additional High Turnover Stocks - Other stocks with significant turnover rates include: - Tietuo Machinery (证券代码: 873706) with a turnover rate of 49.66% and a closing price of 31.21 yuan, up by 29.99% [1] - Feilu Co., Ltd. (证券代码: 300665) with a turnover rate of 49.62% and a closing price of 11.44 yuan, up by 10.21% [1] - Huadian New Energy (证券代码: 600930) with a turnover rate of 47.04% and a closing price of 7.73 yuan, up by 2.25% [1]

Group 1 - The Yarlung Tsangpo River downstream hydropower project has a total investment of 1.2 trillion yuan, setting a record for the largest hydropower station globally [1] - Following the announcement, stocks related to the Yarlung Tsangpo hydropower concept surged in the A-share market, with companies like China Power Construction and Shengjing Microelectronics hitting the daily limit [1] - Shengjing Microelectronics' stock price showed a significant increase during the pre-market trading phase, driven by expectations of heightened demand for electronic detonators due to the complex tunnel excavation required for the project [1] Group 2 - Shengjing Microelectronics expects a net profit of 11.7 million to 17.5 million yuan for the first half of 2025, representing an increase of 2.58 million to 8.38 million yuan year-on-year, with a growth rate of 28.29% to 91.89% [1] - The company attributes its performance growth to its core technological advantages and flexible marketing strategies, leading to a year-on-year increase in sales of electronic control modules [2] - Shengjing Microelectronics has a strong technical foundation in microsecond-level precision control and extreme environment applications, making it one of the few companies capable of independent chip design and product iteration in the industry [2] Group 3 - The company's electronic control modules and detonator controllers are critical components of electronic detonator systems, primarily used in infrastructure and mining sectors [2] - Shengjing Microelectronics has developed specialized products for seismic exploration and oil perforation, becoming a core supplier for major companies like PetroChina and Sinopec, with annual sales reaching tens of millions and significantly higher profit margins compared to traditional explosives [2]

Group 1 - The civil explosives sector experienced a significant increase of 8.51%, leading the concept sectors in terms of growth, with 20 stocks rising, including Xinyu Guoke which hit a 20% limit up [1][2] - Major stocks in the civil explosives sector that saw notable gains include Kailong Co., Jinaobo, and Poly United, all reaching their daily limit up, while Baiao Intelligent, Guangdong Hongda, and Huaibei Mining also showed strong performance with increases of 11.43%, 5.79%, and 3.99% respectively [1][2] Group 2 - The civil explosives sector attracted a net inflow of 9.64 billion yuan from main funds today, with 15 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow [2] - The top net inflow stock was Xinyu Guoke with a net inflow of 2.26 billion yuan, followed by Yahua Group, Jinaobo, and Guotai Group with net inflows of 1.77 billion yuan, 1.61 billion yuan, and 1.08 billion yuan respectively [2][3] Group 3 - In terms of fund inflow ratios, Poly United, Yipuli, and Gaozheng Minexplosion had the highest net inflow ratios at 61.54%, 60.88%, and 39.35% respectively [3][4] - The civil explosives sector's fund inflow rankings show that Xinyu Guoke had a daily increase of 19.99% with a turnover rate of 13.28%, while Yahua Group and Jinaobo also performed well with increases of 9.99% and 10.01% respectively [3][4]

Core Points - The company, Wuxi Shengjing Microelectronics Co., Ltd., is set to release 9,591,311 shares for public trading on July 24, 2025, following the expiration of a lock-up period [1][2][6] - The total number of shares after the initial public offering (IPO) is 100,666,667, with 80,939,318 shares subject to lock-up and 19,727,349 shares freely tradable [2][3] - The shares being released represent 9.53% of the company's total share capital and were held by two shareholders, Zhao Xianfeng and Pan Xu [2][6] Summary of Lock-up and Shareholder Commitments - The lock-up period for the shares was originally set for 12 months but was extended by an additional 6 months due to commitments triggered by specific conditions [2][4] - Shareholders Zhao Xianfeng and Pan Xu have made several commitments regarding the transfer and management of their shares, including a restriction on transferring shares for 12 months post-IPO and a potential extension of the lock-up period if certain price conditions are met [4][5] Changes in Share Capital Structure - Following the IPO, the company’s share capital structure has changed, with the number of restricted shares decreasing from 46,477,049 to 36,885,738, while the number of unrestricted shares increased from 54,189,618 to 63,780,929 [6]

证券代码：603375 证券简称：盛景微 公告编号：2025-045 重要内容提示： 本次股票上市类型为 首发 股份；股票认购方式为 网下 ，上市股数为 9,591,311股。 本次股票上市流通总数为9,591,311股。 本次股票上市流通日期为2025 年 7 月 24 日。 一、本次限售股上市类型 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2023 年 8 月 2 日核发的《关于同意无锡盛景微电子股份有限公司首次公开发行股票注册的批复》 （证监许可[2023]1704 号），无锡盛景微电子股份有限公司（以下简称"公司"）获 准首次向社会公众公开发行人民币普通股（A 股）25,166,667 股，并于 2024 年 1 月24日在上海证券交易所挂牌上市。公司首次公开发行A股前总股本为75,500,000 股，首次公开发行 A 股后总股本为 100,666,667 股，其中有限售条件流通股 80,939,318 股，占公司总股本的 80.40%，无限售条件流通股 19,727,349 股，占公 司总股本的 19.60%。 本次解除限售并上市流通的限售股为公司首次公开发行前已发行的部分限售 股，共 ...

光大证券股份有限公司关于无锡盛景微电子股份有限公司首次 公开发行部分限售股上市流通的核查意见 光大证券股份有限公司（以下简称"光大证券""保荐人"）作为无锡盛景微电子 股份有限公司（以下简称"盛景微""公司"）的持续督导保荐人，根据《证券发行上 市保荐业务管理办法》《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》等相关法律、法规和规范性文件的规定，对盛景微 首次公开发行部分限售股上市流通事项进行了审慎核查，核查情况如下： 一、本次限售股上市类型 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2023 年 8 月 2 日核 发的《关于同意无锡盛景微电子股份有限公司首次公开发行股票注册的批复》（证监 许可〔2023〕1704 号），公司获准首次向社会公众公开发行人民币普通股（A 股） 25,166,667 股，并于 2024 年 1 月 24 日在上海证券交易所挂牌上市。公司首次公开发 行 A 股前总股本为 75,500,000 股，首次公开发行 A 股后总股本为 100,666,667 股，其 中有限售条件流通股 80,939,318 股，占公司总股本的 8 ...

证券代码：603375 证券简称：盛景微 公告编号：2025-044 无锡盛景微电子股份有限公司 第二届董事会第十次会议决议公告 经与会董事投票表决，审议通过了如下议案： 1.审议通过《关于控股子公司增资扩股暨公司放弃优先认购权的议案》 公司控股子公司上海先积集成电路有限公司（以下简称"上海先积"）拟 新增注册资本人民币 195.00 万元，考虑到整体业务规划，公司放弃本次增资认 缴出资的优先权。本次增资完成后，上海先积注册资本将由 1,098.90 万元增加 至 1,293.90 万元，公司对上海先积的持股比例将由 72.11%变更为 61.24%，上海 先积仍属于公司合并报表范围内的控股子公司。 具体内容详见公司披露于上海证券交易所网站（www.sse.com.cn）的《关 于控股子公司增资扩股暨公司放弃优先认购权的公告》（公告编号：2025- 043）。 表决结果：5 票同意，0 票反对，0 票弃权。 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、准确性和完整性依法承担法律责任。 特此公告。 一、董事会会议召开情况 无锡盛景微电子股份有限公司（以下 ...

Group 1 - The board of directors of Wuxi Shengjing Microelectronics Co., Ltd. held its 10th meeting of the 2nd session on July 15, 2025, with all 5 directors present [1][2] - The board approved a resolution for the subsidiary Shanghai Xianji Integrated Circuit Co., Ltd. to increase its registered capital by RMB 1.95 million, with the company waiving its preferential subscription rights for this capital increase [1][2] - Following the capital increase, the registered capital of Shanghai Xianji will rise from RMB 10.989 million to a new total, remaining within the scope of the company's consolidated financial statements [1]

Core Viewpoint - The announcement details the capital increase and share expansion of the company's subsidiary, Shanghai Xianji Integrated Circuit Co., Ltd., and the company's decision to waive its preferential subscription rights, which aligns with its overall business strategy and does not adversely affect the interests of shareholders [1][2][3]. Summary by Sections 1. Overview of the Capital Increase - The capital increase aims to supplement the working capital of Shanghai Xianji, expand its operational scale, and enhance economic efficiency and market competitiveness. The original shareholders, Ma Kai and Li Huan, will contribute CNY 6.435 million and CNY 2.34 million, respectively, for new registered capital of CNY 1.43 million and CNY 0.52 million [2][3]. 2. Shareholding Changes - Following the capital increase, the company's shareholding in Shanghai Xianji will decrease from 72.11% to 61.24%. Despite this reduction, Shanghai Xianji will remain a consolidated subsidiary, and the overall financial status, operational results, and ongoing viability of the company will not be significantly impacted [2][3][7]. 3. Approval and Compliance - The transaction has been approved by the company's board of directors and does not require shareholder meeting approval. It does not constitute a related party transaction or a major asset restructuring [2][3][6]. 4. Financial Impact and Valuation - The capital increase price is set at CNY 4.50 per share, based on a goodwill impairment test conducted at the end of 2024, which determined the recoverable amount of the asset group at CNY 46.4414 million. This price reflects historical performance and sales growth trends while considering the sustainability of profitability [7]. 5. Strategic Rationale - The capital increase is strategically aligned with the company's future development plans, aimed at improving cash flow and enabling Shanghai Xianji to seize market opportunities for rapid growth. The decision to waive preferential subscription rights was made after careful consideration of overall business strategy and funding efficiency [2][5][7].

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、准确性和完整性依法承担法律责任。 证券代码：603375 证券简称：盛景微 公告编号：2025-043 无锡盛景微电子股份有限公司 关于控股子公司增资扩股暨公司放弃 优先认购权的公告 重要内容提示： 增资标的名称：无锡盛景微电子股份有限公司（以下简称"公司"）控股 子公司上海先积集成电路有限公司（以下简称"上海先积"）。 本次增资由上海先积原股东马凯、李寰分别以 643.50 万元、234.00 万元 认购上海先积新增注册资本 143.00 万元、52.00 万元，超出新增出资额的部分计 入资本公积。上海先积本次增资符合公司及子公司未来发展战略：一方面，增加 子公司运营资金，改善现金流，有利于上海先积抓住市场机会实现快速发展；另 一方面，充分调动核心团队的创造力和执行力，有助于公司制定并落地长期有效 的发展策略。公司放弃优先认购权，基于整体业务战略规划及资金使用效率、潜 在投资需求等综合因素后作出的审慎决策，不存在损害公司及其他股东特别是中 小股东利益的情形。本次增资完成后，公司对上海先积的持股比例将由 72 ...