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连续两涨停!603421,再提平头哥合作
中国基金报· 2025-09-22 16:02
Core Viewpoint - Dingxin Communication has clarified its collaboration with Pingtouge Company, stating that the technology authorized is solely for chip self-development and is unrelated to AI intelligent reasoning chips [2][16]. Group 1: Stock Performance and Market Reaction - Dingxin Communication's stock price experienced a consecutive two-day limit-up, with a closing price of 8.17 yuan per share on September 22, reflecting a 9.96% increase and a total market capitalization of 5.328 billion yuan [5][12]. - The stock's price deviation exceeded 20% over three consecutive trading days, triggering abnormal trading conditions as per Shanghai Stock Exchange regulations [9][12]. - On September 19 and 20, the stock price surged, with significant buying from brokerage firms, while institutional accounts were among the sellers [9][11]. Group 2: Financial Performance - For the first half of 2025, Dingxin Communication reported a revenue of 704 million yuan, a year-on-year decline of 50.99%, and a net loss attributable to shareholders of 219 million yuan, compared to a loss of 50.49 million yuan in the same period of 2024 [13][14]. Group 3: Clarification of Technology Authorization - The company signed a technology authorization agreement with Pingtouge Company, which allows the use of E801/E802/E803 technology for developing traditional power and security products, with no connection to AI chips [16][17]. - The authorization is valid for five years, with a contract amount of 2 million yuan, and no other business cooperation exists between the two companies [17][19]. Group 4: Regulatory Response - The Shanghai Stock Exchange issued a regulatory warning to Dingxin Communication for inaccurately disclosing information, which could mislead investors [19][20]. - The company is required to submit a rectification report within one month and conduct a thorough review of compliance risks in information disclosure and operational norms [20].
连续两涨停!603421,再提平头哥合作
Zhong Guo Ji Jin Bao· 2025-09-22 16:01
Core Viewpoint - Dingxin Communications has clarified its collaboration with Pingtouge Company, stating that the technology rights granted are solely for chip self-development and are unrelated to AI smart reasoning chips. This clarification comes after the company's stock experienced significant price fluctuations and trading volume increases [2][9]. Group 1: Stock Performance - Dingxin Communications' stock price reached a closing price of 8.17 yuan per share on September 22, with a rise of 9.96%, resulting in a total market capitalization of 5.328 billion yuan [2]. - The stock experienced a cumulative price deviation exceeding 20% over three consecutive trading days, leading to its appearance on the stock exchange's watchlist [5]. - On September 19 and 20, the stock price hit the daily limit, with significant trading activity noted, including institutional selling on the first day [5][7]. Group 2: Financial Performance - For the first half of 2025, Dingxin Communications reported a revenue of 704.13 million yuan, a decrease of 50.99% year-on-year, and a net profit attributable to shareholders of -219.17 million yuan, compared to -50.49 million yuan in the same period of 2024 [7][8]. - The company’s core business focuses on power line carrier communication and smart grid equipment, with a primary emphasis on smart meter data transmission and fire safety [7]. Group 3: Clarification of Collaboration - The company signed a technology authorization agreement with Pingtouge Company, which allows the use of E801/E802/E803 technology for MCU chip development, specifically for traditional power and security products, with no connection to AI chips [9][10]. - The authorization is valid for five years, with a contract amount of 2 million yuan, and no other business cooperation exists between the two companies [10]. Group 4: Regulatory Response - The Shanghai Stock Exchange issued a regulatory warning to Dingxin Communications for inaccurately disclosing information, which could mislead investors, and required the company to submit a rectification report within one month [13].
9月22日这些公告有看头
Di Yi Cai Jing Zi Xun· 2025-09-22 15:00
Major Events - Shengxin Lithium Energy plans to acquire 21% stake in Qicheng Mining for 1.456 billion yuan, increasing its ownership to 70% [3] - Tianpu Co. has seen its stock rise 279.73% over 14 consecutive trading days, but the acquirer Zhonghao Xinying has no asset injection plans [4] - Hangdian Co. reports losses in its optical communication business while its copper foil business is still in the early stages [5] Shareholder Activities - Tianchuang Fashion is launching a shareholder reward event, offering 30% discount coupons to shareholders [6] - Beiliang Co. is collaborating with Tonghuashun for a "Shareholder Festival" event for past investors [7] Production and Operational Changes - Xinxiang Chemical Fiber will halt its biomass cellulose filament production line for 90 days starting October 1, affecting an annual capacity of 31,200 tons and expected revenue loss of approximately 185 million yuan [8] - Baijun Precision plans to transfer 18.29% of its stake in Suzhou Linghou Robotics for 64 million yuan [9] New Contracts and Projects - Tiancheng Self-Control has received a project designation from a leading domestic new energy vehicle company for seat assembly, expected to start production in June 2026 [10] - Huazi Industrial's subsidiary plans to sell dairy farm assets for 38.5 million yuan, impacting current profits by approximately 11.7 million yuan [11] - Oriental Pearl is participating in a special fund to acquire equity in Chaoyuan Digital Technology, with a total investment of 244 million yuan [12] Financial Performance - Changchuan Technology expects a net profit increase of 131.39% to 145.38% year-on-year for the first three quarters of 2025, driven by strong demand in the semiconductor industry [17] Major Contracts - Guangdong Construction has won a construction contract worth 1.924 billion yuan for a property reconstruction project in Guangzhou [18] - Youxunda anticipates winning a procurement project from the State Grid worth approximately 107 million yuan [19] - Samsung Medical is a candidate for multiple procurement projects from the State Grid, with a total expected value of about 193 million yuan [20] Share Buybacks and Financing - Sanfu New Science plans to repurchase shares worth between 10 million and 15 million yuan for employee stock incentives [39] - Guiyan Platinum plans to raise up to 1.291 billion yuan through a private placement for industrial upgrades and working capital [40] - Zhongjing Electronics intends to raise up to 700 million yuan, with the controlling shareholder participating in the subscription [41]
9月22日这些公告有看头
第一财经· 2025-09-22 14:09
Group 1 - Shengxin Lithium Energy plans to acquire 21% stake in Qicheng Mining for 1.456 billion yuan, increasing its ownership to 70% [4] - Tianpu Co. has seen its stock rise 279.73% over 14 consecutive trading days, but the acquirer Zhonghao Xinying has no asset injection plan [5] - Hangdian Co. reports losses in its optical communication business while its copper foil business is still in the early stages [6][7] Group 2 - Tianchuang Fashion is launching a shareholder reward activity, offering 70% discount coupons to shareholders [8] - Beiliang Co. is collaborating with Tonghuashun to host a "Shareholder Festival" for past investors [9] - Xinxiang Chemical Fiber will undergo a 90-day orderly shutdown for equipment upgrades, affecting 31,200 tons/year capacity and expected revenue loss of approximately 185 million yuan [10] Group 3 - Bozhong Precision plans to transfer 18.29% stake in Suzhou Linghou Robotics for 64 million yuan [11] - Tiancai Self-Control has received a project confirmation from a leading domestic new energy vehicle company for seat assembly, expected to start production in June 2026 [12] - Huazi Industrial's subsidiary plans to sell dairy farm assets for 38.5 million yuan, impacting current profits by approximately 11.7 million yuan [13] Group 4 - Oriental Pearl plans to invest in a special fund to acquire equity in Chaoyuan Digital Technology, committing 244 million yuan [14] - Daotong Technology intends to transfer 46% stake in Shenzhen Saifang Technology for 109 million yuan, focusing on core business development [15] - Lepu Medical has signed a strategic cooperation agreement with Hanhai Information to enhance online sales channels for its aesthetic medicine segment [16] Group 5 - Dingxin Communications clarifies that its technology authorization from Pingtouge is unrelated to AI chip development [17] - Changchuan Technology expects a net profit increase of 131.39% to 145.38% year-on-year for the first three quarters of 2025, driven by strong semiconductor demand [18] Group 6 - Guangdong Construction has won a construction contract worth 1.924 billion yuan for a property reconstruction project [19] - Youxunda is expected to win a procurement project from the State Grid worth approximately 107 million yuan, representing 10.55% of its 2024 revenue [20] - Samsung Medical anticipates winning procurement projects from the State Grid totaling about 193 million yuan [21] Group 7 - Baiyun Electric is a candidate for multiple procurement projects from the State Grid, with a total expected amount of 162 million yuan [22] - *ST Weihe is a candidate for a 141 million yuan engineering project [23] - Plad has signed a strategic cooperation agreement with a well-known international power tool brand for over 700 million yuan in purchases over five years [25] Group 8 - Lanhua Kecai has signed a strategic cooperation agreement with Panhu Power for joint development of axial flux motors [26] - Zhixiang Jintai has entered into commercialization agreements for two monoclonal antibody injections, gaining exclusive rights in various regions [27] - Honggong Technology plans to invest up to 450 million yuan in a project with the Changsha Economic Development Zone [28] Group 9 - Zhejiang Medicine's major shareholder plans to reduce its stake by up to 1% [29] - Su Yan Jingshen's directors plan to collectively increase their holdings by 1.9 to 2.66 million yuan [30] - Zhongdian Electric's shareholder intends to reduce its stake by up to 3% [32] Group 10 - Sanfu New Science plans to repurchase shares worth 10 to 15 million yuan for employee stock incentives [41] - Guiyan Platinum plans to raise up to 1.291 billion yuan for technology innovation and industry upgrades [42] - Zhongjing Electronics plans to raise up to 700 million yuan, with the controlling shareholder participating in the subscription [43]
青岛鼎信通讯控股股东及实控人回应股票交易异常波动:无未披露重大事项
Xin Lang Cai Jing· 2025-09-22 13:38
Core Viewpoint - Qingdao Dingxin Communication's major shareholders and actual controllers responded to inquiries regarding abnormal stock trading fluctuations, stating that there are no undisclosed significant matters affecting the stock's trading [1][2]. Group 1: Company Response - The major shareholder Wang Shou4mian and actual controller Zhang Qi confirmed that, apart from disclosed matters, there are no significant undisclosed events related to the company that could impact stock trading, including major asset restructuring, share issuance, acquisitions, debt restructuring, business restructuring, asset divestiture, asset injection, share buybacks, equity incentives, bankruptcy restructuring, major business cooperation, or introduction of strategic investors [1]. - Both Wang Shou4mian and Zhang Qi did not engage in buying or selling Qingdao Dingxin Communication stocks during the period of abnormal trading fluctuations [2].
鼎信通讯:所获平头哥公司的授权技术与AI智能推理算力芯片没有关联
Core Viewpoint - The stock of Dingxin Communication (603421) experienced an abnormal fluctuation, with a cumulative closing price increase of over 20% during three consecutive trading days [1] Group 1: Stock Performance - The stock price of Dingxin Communication rose significantly, with a cumulative increase exceeding 20% over three trading days: September 18, September 19, and September 22 [1] Group 2: Business Developments - Dingxin Communication signed an authorization agreement with Pingtouge Company, allowing the use of E801/E802/E803 technology rights for independent chip development [1] - The authorized technology is exclusively for the development of MCU chips, which are related to traditional power and security products, specifically for electric meters and security products [1] - There is no other business collaboration between Dingxin Communication and Pingtouge Company beyond the mentioned technology authorization [1]
鼎信通讯(603421) - 鼎信通讯关于股票交易异常波动暨风险提示公告
2025-09-22 12:17
重要内容提示: 青岛鼎信通讯股份有限公司(以下简称"公司")股票于 2025 年 9 月 18 日、9 月 19 日及 9 月 22 日连续三个交易日内收盘价格涨幅偏离值累计超过 20%,根据《上海证券交易所交易规则》的有关规定,属于股票交易异常波动情 形。请投资者注意投资风险,理性决策,审慎投资。 经公司自查并向控股股东、实际控制人书面发函确认,截至本公告披露 日,公司控股股东、实际控制人不存在应披露而未披露的重大信息。 青岛鼎信通讯股份有限公司 关于股票交易异常波动暨风险提示公告 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。 证券代码:603421 证券简称:鼎信通讯 公告编号:2025-051 公司专注于电力线载波通信、智能电网设备的研发、生产和销售,核心业务 围绕"智能电表数据传输、电力安全防护"和消防业务展开,公司核心业务未发 生重大变化。 公司目前还处在国家电网有限公司和南方电网有限责任公司市场禁入期间, 敬请广大投资者注意投资风险。 (二)重大事项情况 经公司自查并向控股股东和实际控制人书面发函核实,截至本公告 ...
鼎信通讯(603421) - 关于对鼎信通讯股票交易异常波动问询函的回复
2025-09-22 12:16
关于对青岛鼎信通讯股份有限公司 股票交易异常波动问询函的回复 经核查,截止本回复日,除公司按照相关法律法规已披露的事项外,本人 不存在影响公司股票交易异常波动的重大事项,不存在其他与贵公司有关的应 披露而未披露的重大信息,包括但不限于重大资产重组、发行股份、上市公司 收购、债务重组、业务重组、资产剥离和资产注入、股份回购、股权激励、破 产重组、重大业务合作、引进战略投资者等重大事项。 在本次股票交易异常波动期间,本人不存在买卖贵公司股票的情形。 特此函复。 控股股东、实际控制人: 股票交易异常波动问询函的回复 青岛鼎信通讯股份有限公司: 青岛鼎信通讯股份有限公司: 贵公司发来的《关于公司股票交易异常波动情况的问询函》已收悉,经认 真自查,现就相关事项回复如下: 贵公司发来的《关于公司股票交易异常波动情况的问询函》已收悉,经认 真自查,现就相关事项回复如下: 2025年9月22日 关于对青岛鼎信通讯股份有限公司 在本次股票交易异常波动期间,本人不存在买卖贵公司股票的情形。 特此函复。 张启 控股股东、实际控制人: 2025年9月22日 经核查,截止本回复日,除公司已按照相关法律法规已披露的事项外,本 人不存在影 ...
鼎信通讯:公司获得的平头哥公司授权技术仅用于自主研发MCU芯片 与其不存在任何其他业务合作
Zhi Tong Cai Jing· 2025-09-22 12:16
Core Viewpoint - The company, Dingxin Communication, focuses on research, production, and sales of power line carrier communication and smart grid equipment, with core business areas in smart meter data transmission, power safety protection, and fire safety services [1] Group 1: Business Operations - The company's core business has not undergone significant changes [1] - The company is currently under a market ban period from State Grid Corporation of China and China Southern Power Grid Co., Ltd, urging investors to be cautious about investment risks [1] Group 2: Technology Collaboration - The company has signed an authorization agreement with Pingtouge, which grants the company the usage rights of E801/E802/E803 technologies for independent chip development [1] - The authorized technology is exclusively for the development of MCU chips related to traditional power and safety products, specifically for smart meters and security products, with no connection to AI intelligent reasoning chips [1] - There are no other business collaborations between the company and Pingtouge beyond the mentioned technology authorization [1]
9月22日晚间公告 | 长川科技预告三季报净利润同比增长超131%;鼎信通讯回复与阿里平头哥合作
Xuan Gu Bao· 2025-09-22 12:14
Mergers and Acquisitions - Shengxin Lithium Energy plans to acquire a 21% stake in Sichuan Qicheng Mining Co., Ltd. for 1.456 billion yuan through its wholly-owned subsidiary Sichuan Shengtun Lithium Industry Co., Ltd. After the transaction, Shengxin Lithium Energy will directly hold a 70% stake in Qicheng Mining, which will be included in the consolidated financial statements [1] Investment Cooperation and Operational Status - Dingxin Communications has signed an authorization agreement with Alibaba's Pingtouge, granting Dingxin the usage rights for the E801/E802/E803 technologies [2] - Dingtong Technology reports full order saturation in Q3, with liquid cooling products primarily used for heat dissipation in connectors and optical module signal transmission. Major clients include Amphenol, Molex, TE Connectivity, and Luxshare Precision, with preparations for production capacity underway [2] - Qilin Xinan has received a small number of orders for its intelligent computing integrated machine and is collaborating on product adaptation with Super Energy Robotics based on the openEuler Embedded 23.09 operating system [2] - Chipsource Microelectronics has shown excellent performance in signing orders for front-end chemical cleaning machines, with a new generation front-end coating and developing machine expected to be delivered in Q4 [3] - Juchip Technology has officially launched two AI glasses products, INMO and Halliday, based on its ATS308X solution, with multiple client projects in development [3] - Tianshili's wholly-owned subsidiary has received approval for a new indication for its drug, making it the only approved recombinant human urokinase product in China [3] - Zhixiang Jintai has signed a commercialization cooperation agreement with Kangzhe Pharmaceutical for the Weikang Duta monoclonal antibody and Sileweimi monoclonal antibody injection, which includes upfront and milestone payments totaling approximately 510 million yuan [3] - Guiyan Platinum Industry plans to raise no more than 1.291 billion yuan through a private placement for the construction of a precious metal new materials AI laboratory [4] - Zhongke Haixun has signed a strategic cooperation agreement with Guangxi Beibu Gulf International Port Group to collaborate on smart port construction and marine big data [4] - Oriental Pearl plans to invest 244 million yuan to establish the Advanced Computing Phase II Fund and acquire equity in Super Fusion Digital Technology Co., Ltd. [4] Performance Changes - Changchuan Technology's net profit for the first three quarters is projected to be between 827 million and 877 million yuan, representing a year-on-year increase of 131% to 145%. The semiconductor industry's growing market demand has led to strong client demand and significant sales revenue growth, driving substantial profit increases [5]