Wuxi Holyview Microelectronics(603375)

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研判2025!中国工业雷管行业产业链、政策、细分市场及发展前景:工业雷管产销整体下滑,但电子雷管产销爆发式增长[图]
Chan Ye Xin Xi Wang· 2025-05-24 23:06
Industry Overview - The industrial detonator is a key explosive device used in mining and engineering blasting operations, categorized into electric and non-electric detonators [1][6] - In recent years, China's industrial detonator production and sales have been declining due to structural adjustments and technological upgrades, with 2024 production and sales expected to be 672 million and 658 million units, respectively, reflecting year-on-year changes of -7.18% and -9.74% [1][6] - The industry’s production-sales ratio showed a trend of rising and then falling, maintaining above 100% from 2021 to 2023 but dropping to 97.92% in 2024 due to shrinking demand and supply-side inertia [1][6] Market Dynamics - The industrial detonator industry has a low concentration level, with CR4 and CR8 at 36.90% and 62.05% respectively in 2024, indicating a low-concentration oligopoly market [12] - The market is characterized by dynamic competition, with Yunnan Minexplosion previously leading the market but being surpassed by Sichuan Yahua and Northern Special Energy in 2024 [12] Product Trends - Electronic detonators are expected to fully replace traditional detonators, with a significant increase in their production share from 18% in 2021 to 43% in 2022, and nearly complete replacement by 2023 [18] - The advantages of electronic detonators include higher safety, reliability, and intelligent management capabilities, which are crucial for mining and infrastructure projects [18] Policy Influence - Recent policies have emphasized the transition to electronic detonators, with the Ministry of Industry and Information Technology mandating the cessation of non-electronic detonator production and sales by mid-2022 [10][18] - The "14th Five-Year Plan" for the civil explosive industry promotes safety, environmental sustainability, and intelligent manufacturing, driving the growth of electronic detonators [18] Company Performance - Yipuli Co., Ltd. reported a 33.85% decline in industrial detonator sales revenue to 568 million yuan in 2024, accounting for 6.65% of total revenue [14] - Huazhong Chemical Group Co., Ltd. experienced a 22.38% decrease in industrial detonator sales revenue to 525 million yuan in 2024, representing 47.68% of its total revenue [16] Future Outlook - The industry is expected to see increased concentration as leading companies expand through capacity replacement, technological upgrades, and mergers [19][20] - Technological innovation and smart upgrades are driving the industry towards a greener and more efficient future, with a focus on digital management and low-pollution production processes [21]
盛景微:截至2025年5月14日前十大流通股东持股占比51.68%
Mei Ri Jing Ji Xin Wen· 2025-05-16 12:17
Group 1 - The company announced a share repurchase plan approved by its board on May 14, 2025, to buy back shares through centralized bidding [2] - The top ten unrestricted shareholders before May 14, 2025, collectively hold approximately 28 million shares, accounting for 51.68% of the total shares [2] - The largest shareholder is Shenzhen Fuhai Xinyuan Equity Investment Fund Management Enterprise, holding about 20.25 million shares, which is 37.37% of the total [2] Group 2 - For the year 2024, the company's revenue composition shows that electronic devices account for 96.09% of total revenue, while other businesses contribute 3.91% [3]
盛景微: 关于回购股份事项前十大股东和前十大无限售条件股东持股情况的公告
Zheng Quan Zhi Xing· 2025-05-16 10:20
证券代码:603375 证券简称:盛景微 公告编号:2025-028 一、前十大股东持股情况 占公司总股本 | | | 无锡盛景微电子股份有限公司 关于回购股份事项前十大股东和前十大无限售条件 股东持股情况的公告 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。 无锡盛景微电子股份有限公司(以下简称"公司")于 2025 年 5 月 14 日召开 第二届董事会第九次会议审议通过了《关于以集中竞价交易方式回购公司股份方 案的议案》。具体内容详见公司于 2025 年 5 月 15 日在上海证券交易所网站 (www.sse.com.cn)披露的《关于以集中竞价交易方式回购公司股份方案的公告》 (公告编号:2025-027)。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 易日(即 2025 年 5 月 14 日)登记在册的前十大股东和前十大无限售条件股东的 名称、持股数量和持股比例的情况公告如下: 的比例(%) 深圳市富海鑫湾股权投资基金管理企业(有限 伙企业(有限合伙) 上海建元股权投资基金管理合伙企业(有限合 ...
盛景微: 关于召开2024年年度股东大会的通知
Zheng Quan Zhi Xing· 2025-05-16 10:16
证券代码:603375 证券简称:盛景微 公告编号:2025-029 无锡盛景微电子股份有限公司 本次股东大会尚需听取《2024 年度独立董事述职报告》 上述已经公司第二届董事会第八次会议、第二届监事会第八次会议审议通过, 具 体 内 容 详 见 公 司 于 2025 年 4 月 29 日 披 露 于 上 海 证 券 交 易 所 网 站 (www.sse.com.cn)的相关公告。 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。 序号 议案名称 A 股股东 非累积投票议案 应回避表决的关联股东名称:股东张永刚回避议案 8 的表决。 三、 股东大会投票注意事项 持有多个股东账户的股东通过本所网络投票系统参与股东大会网络投票 重要内容提示: ? 股东大会召开日期:2025年6月9日 ? 本次股东大会采用的网络投票系统:上海证券交易所股东大会网络投票 系统 一、 召开会议的基本情况 (一)股东大会类型和届次 (二)股东大会召集人:董事会 (三)投票方式:本次股东大会所采用的表决方式是现场投票和网络投票相结合的 方式 (四)现场会议召 ...
盛景微(603375) - 关于回购股份事项前十大股东和前十大无限售条件股东持股情况的公告
2025-05-16 10:01
证券代码:603375 证券简称:盛景微 公告编号:2025-028 无锡盛景微电子股份有限公司 关于回购股份事项前十大股东和前十大无限售条件 股东持股情况的公告 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。 无锡盛景微电子股份有限公司(以下简称"公司")于 2025 年 5 月 14 日召开 第二届董事会第九次会议审议通过了《关于以集中竞价交易方式回购公司股份方 案的议案》。具体内容详见公司于 2025 年 5 月 15 日在上海证券交易所网站 (www.sse.com.cn)披露的《关于以集中竞价交易方式回购公司股份方案的公告》 (公告编号:2025-027)。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定,现将公司董事会公告回购股份决议的前一个交 易日(即 2025 年 5 月 14 日)登记在册的前十大股东和前十大无限售条件股东的 名称、持股数量和持股比例的情况公告如下: | 序号 | 股东名称 | 持股数量(股) | 占公司总股本 的比例(%) | | --- ...
盛景微(603375) - 关于召开2024年年度股东大会的通知
2025-05-16 10:00
证券代码:603375 证券简称:盛景微 公告编号:2025-029 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。 重要内容提示: 一、 召开会议的基本情况 无锡盛景微电子股份有限公司 关于召开2024年年度股东大会的通知 (一)股东大会类型和届次 2024年年度股东大会 (四)现场会议召开的日期、时间和地点 召开的日期时间:2025 年 6 月 9 日 13 点 30 分 召开地点:江苏省无锡市新吴区景贤路 6 号中国物联网国际创新园 H7 无锡 盛景微电子股份有限公司会议室 股东大会召开日期:2025年6月9日 本次股东大会采用的网络投票系统:上海证券交易所股东大会网络投票 系统 (二)股东大会召集人:董事会 (三)投票方式:本次股东大会所采用的表决方式是现场投票和网络投票相结合的 方式 (五)网络投票的系统、起止日期和投票时间。 网络投票系统:上海证券交易所股东大会网络投票系统 网络投票起止时间:自2025 年 6 月 9 日 至2025 年 6 月 9 日 采用上海证券交易所网络投票系统,通过交易系统投票平台的投票时 ...
迅雷2025年Q1财报:总营收8,880万美元同比增长10.5% 毛利润4,410万美元同比增长2.9%
Xi Niu Cai Jing· 2025-05-15 10:20
Group 1 - Feilong Co., Ltd. received a project designation notification letter from a well-known domestic automobile brand, becoming a supplier for a water-side thermal management module, with expected sales revenue during the lifecycle meeting disclosure standards [1] - Hanchuan Intelligent's controlling shareholder received a warning letter from Jiangsu Securities Regulatory Bureau for failing to timely disclose a share pledge contract, which may affect the company's control and stock price [2] - Vanke A completed the redemption of the "20 Vanke 04" corporate bonds, with a redemption amount of 1.5 billion yuan and interest payment of 51.75 million yuan [3][4] Group 2 - China Shenhua reported a 4% year-on-year decline in coal sales volume for April, totaling 35.6 million tons, and a 3.9% decrease in commodity coal production [5] - Shaanxi Black Cat plans to increase capital by 600 million yuan for its wholly-owned subsidiary Xinjiang Black Cat Coal Industry to enhance its capital strength [6][7] - China National Aviation reported an 8.6% year-on-year increase in passenger turnover for April, with a 5.3% increase in passenger capacity [8][9] Group 3 - Huabei Pharmaceutical's subsidiary received approval for clinical trials of a recombinant tetanus vaccine, which is a new generation vaccine with better safety and immunogenicity [10] - China Chemical's subsidiary received a lawsuit notice related to a securities false statement liability dispute [11] - China Metallurgical Group reported a 24.9% year-on-year decline in new contract value for January to April, totaling 308.4 billion yuan [13] Group 4 - Zhongmei Energy reported a 5.8% year-on-year decline in commodity coal sales for April, totaling 21.1 million tons [14] - Huangma Technology announced a plan to reduce holdings of up to 6.26 million shares due to personal funding needs [15] - Aiyingshi proposed a cash dividend of 2.53 yuan per 10 shares for the fiscal year 2024 [16] Group 5 - Shengyi Technology's executives plan to reduce their holdings by a total of 1.49 million shares [17] - CanSino's inhaled tuberculosis vaccine received clinical trial approval in Indonesia [18] - Beidouxingtong completed the acquisition of 51% of Shenzhen Tianli Automotive Electronics Technology Co., Ltd. [19] Group 6 - Spring Airlines reported a 12.29% year-on-year increase in available capacity for April, with a total of 4.73 billion ton-kilometers [20] - Dongya Pharmaceutical's raw material drug received registration certification in South Korea [21] - Shandong Steel plans to establish a sales subsidiary with a registered capital of 20 million yuan [22] Group 7 - Caida Securities appointed Hu Hengsong as the executive vice president [23] - Aibulu's vice president resigned due to personal career planning [24] - *ST Jinguang's stock price surged amid a warning of delisting risk [25] Group 8 - Yunnan Energy Investment plans to implement a 600,000 tons/year salt production energy-saving and carbon reduction project with a total investment of 448 million yuan [27] - Hanyu Group's executives plan to reduce their holdings due to personal funding needs [28] - Jiangsu Boyun's shareholders plan to reduce their holdings by up to 971,300 shares [29] Group 9 - Hainan Airport signed a cooperation agreement with Harbin Institute of Technology (Shenzhen) to establish a joint laboratory [32] - Xiamen Tungsten New Energy plans to acquire 47% of Ganzhou Haopeng Technology Co., Ltd. [33] - Dongfang Materials announced a change in controlling shareholder due to judicial auction of shares [34] Group 10 - Jingyuan Environmental Protection's executives plan to reduce their holdings by a total of 1.176% of the company's shares [35] - China Pacific Insurance reported a 10.4% year-on-year increase in original insurance premium income for the first four months [36] - ST United is planning a major asset restructuring and has suspended trading [37] Group 11 - *ST Suwu's chairman received a notice of investigation for suspected information disclosure violations [39] - Huagong Technology's subsidiary plans to establish a joint venture [40] - Qibin Group terminated the purchase of 28.78% equity in its subsidiary [41] Group 12 - Huakang Clean signed a construction contract worth 143 million yuan with Dengfeng City General Hospital [42] - Kanghong Pharmaceutical received approval for clinical trials of a drug for postpartum depression [43] - Shengjing Micro plans to repurchase shares worth between 30 million and 50 million yuan [44] Group 13 - Shenghe Resources' subsidiary plans to acquire 100% of Peak Rare Earths Limited for 158 million Australian dollars [45] - Sinopec's controlling shareholder increased its stake by 302 million H-shares, amounting to HKD 1.232 billion [46] - Mingyang Circuit plans to repurchase shares worth between 15 million and 25 million yuan [47] Group 14 - China Oil Engineering's subsidiary won a project in Iraq worth approximately 11.538 billion yuan [48] - Chaojie Co., Ltd. announced the termination of a share transfer agreement [49]
5月15日上市公司重要公告集锦:中国石化控股股东首次增持公司3.02亿股H股股份
Zheng Quan Ri Bao· 2025-05-14 13:01
Important Announcements - Sinopec's controlling shareholder has increased its stake by 302 million H-shares, accounting for 0.25% of the total issued shares, with an investment of HKD 1.232 billion [4] - Shenghe Resources plans to acquire Peak Rare Earths Limited for AUD 158 million (approximately RMB 74.26 million), focusing on the Ngualla rare earth project in Tanzania [5] - Qibin Group has terminated the acquisition of 28.78% equity in its subsidiary Qibin Solar Energy due to changes in market conditions and transaction cycles [8] - Baofeng Energy intends to repurchase shares worth between RMB 1 billion and 2 billion, with a repurchase price not exceeding RMB 22.8 per share [9] - Hongjing Technology has signed a service contract for a smart computing project worth RMB 563 million [13] Shareholder Actions - Huate Gas shareholders plan to reduce their holdings by up to 2% of the company's shares, totaling no more than 2.4 million shares [6] - Haizheng Materials' shareholder, Sinopec Group Capital, intends to reduce its stake by up to 1% of the total shares, approximately 202,680 shares [2] - New Times plans for its directors and deputy general manager to collectively reduce their holdings by up to 0.3% of the company's shares [10] - Jingquan Hua's actual controller and board members plan to reduce their holdings by up to 1.67% of the company's shares [11] Project Developments - China National Petroleum Engineering's subsidiary has won a contract for an overseas project worth RMB 11.538 billion, involving the construction of a gas processing facility in Iraq [3] - Hainan Haicong New Materials is set to establish a new company with a registered capital of RMB 25 million to develop an aluminum alloy door and window project with an investment of RMB 55 million [17] - Huakang Clean has signed a construction contract worth RMB 143 million for a hospital project [18]
盛景微: 关于以集中竞价交易方式回购公司股份方案的公告
Zheng Quan Zhi Xing· 2025-05-14 11:20
证券代码:603375 证券简称:盛景微 公告编号:2025-027 无锡盛景微电子股份有限公司 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。 重要内容提示: ● 回购股份金额:不低于人民币 3,000 万元(含),不超过人民币 5,000 万元(含)。 ● 回购股份资金来源:无锡盛景微电子股份有限公司(以下简称"公司")自有 资金和自筹资金。 ● 回购股份用途:用于实施股权激励或员工持股计划。若公司未能在股份回购实 施结果暨股份变动公告日后 3 年内使用完毕已回购股份,未使用的部分将依法履 行相关程序予以注销。 ● 回购股份价格:不超过人民币 51.58 元/股(含),该价格不高于本次董事会通 过回购决议前 30 个交易日公司股票交易均价的 150%。 ● 回购股份方式:集中竞价交易方式。 ● 回购股份期限:自公司董事会审议通过本次回购方案之日起不超过 12 个月。 ● 相关股东是否存在减持计划:经问询,截至本公告披露日,公司董监高、控股 股东、实际控制人及一致行动人、持股 5%以上的股东无锡九安芯电子科技合伙企 业( ...
盛景微: 第二届董事会第九次会议决议公告
Zheng Quan Zhi Xing· 2025-05-14 11:09
Group 1 - The board of directors of Wuxi Shengjing Microelectronics Co., Ltd. held its ninth meeting of the second session on May 14, 2025, with all five directors present, including three via communication [1][2] - The board unanimously approved a resolution to repurchase company shares using self-owned and self-raised funds, aimed at enhancing the long-term incentive mechanism and motivating employees [1][2] - The repurchased shares will be used for equity incentives or employee stock ownership plans, reflecting the company's confidence in its future stable development and long-term value [1]