Group 1 - Yabont Chemical signed a 10-year supply strategic agreement with Jiangsu Hengrui Medicine to enhance collaboration in the pharmaceutical supply chain, effective from August 1, 2025 [1] - Wei Hua New Materials plans to acquire controlling interest in Jiangsu Heyutai Chemical to extend its product chain and improve competitiveness, currently in the planning stage [2] - Fujirey received a government subsidy of 2.0074 million yuan, expected to positively impact profits in 2025 [4] Group 2 - Hangzhou Garden won the land use rights for a plot in Yuhang District for 130 million yuan, planning to build a smart ecological design R&D headquarters with a total investment of no more than 450 million yuan [5] - Baotai's clinical trial for BAT5906, a recombinant anti-VEGF monoclonal antibody, received approval for new indications, aiming to accelerate commercialization [6] - Weisheng Information won multiple projects with a total bid amount of 110 million yuan, including significant contracts with Southern Power Grid and State Grid [8] Group 3 - Dong'an Power reported a 27.37% year-on-year increase in engine sales for July, totaling 34,500 units [13] - Hanma Technology's truck sales reached 956 units in July, marking a 42.69% year-on-year increase [14] - Jiangsu Bank's executives received regulatory approval for their positions, effective immediately [15] Group 4 - Chip Origin expects Q2 revenue of 584 million yuan, a 49.90% increase quarter-on-quarter, with significant growth in intellectual property licensing fees [24] - Dream Network Technology plans to establish a high-end equipment industry investment fund with a target fundraising of 2 billion yuan [26] - Hefei Urban Construction and China Real Estate Development won land use rights for a residential plot in Hefei for 980 million yuan [28] Group 5 - Lu Kang Pharmaceutical's subsidiary received a drug registration certificate for a new medication for erectile dysfunction [28] - Lifan Pharmaceutical's Mesalazine enteric-coated tablets received a drug registration certificate for treating ulcerative colitis [29] - Yahu Pharmaceutical's APL-1401 clinical trial for ulcerative colitis showed positive preliminary results [30]

Key Points - Tibet Tourism may apply for suspension of trading if significant abnormalities occur in stock transactions [1] - Southern Road Machinery's stock price has deviated from its fundamental situation [1] - Industrial Fulian's major customers and products have not undergone significant changes [1] - Yingweike has established a relatively complete liquid cooling technology and product solution capability [1] - Victory Energy's operational situation remains normal with no significant changes in the internal and external business environment [1] - Qizheng Tibetan Medicine's operational situation is normal with no significant changes in the internal and external business environment [1] - Dongxin Co. states that its investment in Shanghai Lishuan's chip products is not applicable for large model computing clusters [1] - Guosheng Co. has obtained project filing related to PEEK from its wholly-owned subsidiary [1] - Action Education's actual controller proposed a mid-term dividend of 10 yuan per 10 shares [1] Mergers and Acquisitions - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share acquisition [1] - Dashengda intends to acquire 30% equity of Thailand's Far East [1] Financing - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1] - Sixuan New Materials intends to raise no more than 466 million yuan through a private placement [1] - Changhua Chemical plans to raise no more than 230 million yuan for a carbon dioxide polyether project [1] Share Buybacks and Reductions - Fuanna plans to repurchase shares worth between 55.85 million and 104 million yuan [1] - Jiangnan Yifan's board member intends to increase his stake in the company [1] - Jieya Co. and its concerted parties plan to reduce their holdings by no more than 4.95% [1] - Other companies including Tongda Co., Haohan Deep, and Wanhu Chemical also plan to reduce their holdings [1] Operational Data - Sinopec expects a net profit decline of 39.5% to 43.7% year-on-year for the first half of the year [1] - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half, up 16.05% year-on-year [1] - Daodaquan's net profit increased by 563.15% year-on-year, proposing a dividend of 1.76 yuan per 10 shares [1] - Zhengdan Co. reported a net profit increase of 120.35% year-on-year, proposing a dividend of 3 yuan per 10 shares [1] - Other companies reported varying profit changes, including losses and significant increases [1] Contracts and Major Investments - Sanhui Electric signed a framework contract for robot equipment sales [1] - Zhejiang University Network New's subsidiary won a smart engineering project worth 94.2712 million yuan [1] - New Aluminum Times plans to invest no less than 500 million yuan in a project for lightweight, high-strength auto parts [1] - Zhishang Technology will use part of its raised funds for a smart manufacturing production base in Vietnam [1]

Group 1 - The company has decided to exercise its repurchase rights and intends to sell its stake in Far East Zhongqian (Xiamen) Technology Group Co., Ltd. due to unmet commitments by the other party [7][10][31] - The repurchase amount is calculated as the initial investment of 30 million RMB plus an 8% annual interest from the investment date until the repurchase completion, amounting to approximately 38.56 million RMB as of June 30, 2025 [8][10][20] - The board of directors unanimously approved the repurchase and sale proposal during the meeting held on July 31, 2025 [2][11][40] Group 2 - The company plans to invest in Thailand Far East International Environmental Protection Co., Ltd. by acquiring a total of 30% equity, which includes a 10% stake from Xiamen Jiteli Trading Co., Ltd. and a 20% stake from Far East Zhongqian [36][39] - The total investment for this acquisition and capital increase is 40.5 million Thai Baht (approximately 9 million RMB) [37][40] - The board of directors also approved this investment proposal during the same meeting on July 31, 2025, with a unanimous vote [4][40]

证券代码：603687 证券简称：大胜达 公告编号：2025-035 浙江大胜达包装股份有限公司 表决结果：7 名同意，占全体董事人数的 100%；0 名反对；0 名弃权。 本议案的具体内容详见公司于同日在上海证券交易所网站（www.sse.com.cn） 披露的《浙江大胜达包装股份有限公司关于行使回购权暨拟出售参股公司股权的 公告》（公告编号：2025-036）。 二、审议通过《关于支付现金购买资产及对外投资的议案》 本次购买资产及对外投资系公司为降低当前美国"双反调查"对公司纸浆模 塑产业所带来的不确定性，基于交易双方优势互补、协同发展的原则，共同参与 投资海外生产基地，提高海外业务的拓展能力及服务水平，以更好地满足纸浆模 塑客户的多方面需求，符合公司的发展战略和实际情况。全体董事一致同意通过 股权转让及增资方式投资泰国远东国际环保有限公司,本次投资的股权转让款及 增资认购款合计共 40,500 万泰铢（约 9,000 万元人民币，具体按届时中国银行 挂牌价人民币兑换泰铢汇率（中间价）作为基准换算人民币），并授权公司经营 层办理本次交易有关事项，包括但不限于签署相关协议、办理股权交割、变更登 记或终止交易 ...

Core Viewpoint - Zhejiang Dashengda Packaging Co., Ltd. plans to acquire a 30% stake in Thailand Far East International Environmental Protection Co., Ltd. for a total consideration of 20.4 million Thai Baht, alongside a capital increase of 67 million Thai Baht, totaling approximately 9 million RMB [1][2][21] Transaction Overview - The transaction involves acquiring 10% of the stake from Xiamen Jitel Trade Co., Ltd. and 20% from Far East Zhongqian (Xiamen) Technology Group Co., Ltd. [2][3] - The total investment, including the stake acquisition and capital increase, amounts to 40.5 million Thai Baht [1][4] - The investment aims to mitigate uncertainties arising from the U.S. Department of Commerce's anti-dumping and countervailing investigations against Chinese and Vietnamese products [2][21] Financial Details - The transaction price is based on the book value of the registered capital of Thailand Far East, with the stake acquisition priced at 20.4 million Thai Baht [11][12] - The capital increase will see the company contribute 20.1 million Thai Baht, maintaining its 30% stake post-investment [1][4] Approval and Compliance - The transaction does not constitute a related party transaction or a major asset restructuring and has been approved by the company's board of directors [2][3] - The completion of the transaction is subject to necessary approvals and registrations, including ODI filing [2][21] Impact on Company - The investment is expected to enhance the company's overseas business capabilities and service levels, aligning with its long-term strategic development [21] - The company maintains a stable financial condition, and the funding for this investment will come from its own resources, ensuring no adverse impact on its main business or cash flow [21]

证券代码：603687 证券简称：大胜达 公告编号：2025-036 浙江大胜达包装股份有限公司 关于行使回购权暨拟出售参股公司股权的公告 本公司董事会、全体董事及相关股东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： ? 浙江大胜达包装股份有限公司（以下简称"公司"或"大胜达"）于 2021 年 11 月与厦门乾发投资合伙企业(有限合伙)、苏炳龙、远东中乾（厦门）科技 集团股份公司（曾用名：吉特利环保科技(厦门)有限公司，以下简称"远东中乾"） 及远东中乾其他股东等相关方签署《关于吉特利环保科技(厦门)有限公司之投资 协议》（以下简称"《投资协议》"），公司以人民币 3,000 万元向远东中乾增资， 取得 4.1096%股权，对应当时远东中乾注册资本 1,147.5594 万元。2023 年 9 月， 公司与相关各方签署了《关于吉特利环保科技（厦门）有限公司之投资协议之补 充协议》（以下简称"《补充协议》"），不行使《投资协议》约定的回购权，继续 投资远东中乾,并约定回购相关条款。 因远东中乾及相关方未能实现其在《补充协议》中所作 ...

（文章来源：证券日报） 证券日报网讯 7月31日晚间，大胜达发布公告称，公司第三届董事会第二十八次会议审议通过了《关于 行使回购权暨拟出售参股公司股权的议案》等。 ...

Group 1 - Dazhengda plans to acquire 30% equity in Thailand Far East for a total consideration of 204 million Thai Baht, with an additional capital increase of 670 million Thai Baht post-acquisition [4] - Fuanan intends to repurchase shares worth between 55.85 million to 104 million Yuan for employee stock ownership plans or equity incentive plans, with a maximum repurchase price of 11 Yuan per share [7] - Siquan New Materials plans to raise no more than 466 million Yuan through a private placement, with proceeds allocated to various projects including a heat dissipation product project in Vietnam [10] Group 2 - Zhengdan Co. reported a net profit of 630 million Yuan for the first half of 2025, a year-on-year increase of 120.35%, and proposed a cash dividend of 3 Yuan per 10 shares [11] - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share purchase, aiming to enhance its strategic layout in lightweight materials [12] - Shandong Highway intends to participate in a capital increase project for Weihai Bank, with a total investment not exceeding 348 million Yuan [2] Group 3 - Ankai Micro plans to launch the AK1037 series low-power lock control SoC chip designed for smart locks, featuring high integration and low power consumption [3] - Industrial Fulian announced that its main customers and products have not undergone significant changes despite recent stock price fluctuations [5] - Zhishang Technology will invest 180 million Yuan of its excess fundraising into building a smart manufacturing base in Vietnam to expand its product line and capacity [9]

Group 1 - Dazhengda plans to acquire 30% equity in Thailand Far East for a total consideration of 204 million Thai Baht, with an additional capital increase of 670 million Thai Baht [1][3] - Fuanan intends to repurchase shares worth between 55.85 million and 104 million yuan for employee stock ownership plans or equity incentive plans, with a maximum repurchase price of 11 yuan per share [1][6] - Siquan New Materials plans to raise no more than 466 million yuan through a private placement, with proceeds allocated to various projects including a cooling product project in Vietnam [1][8] Group 2 - Zhengdan Co. reported a 120.35% year-on-year increase in net profit for the first half of the year, with a proposed cash dividend of 3 yuan per 10 shares [1][9] - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share purchase, aiming to enhance its strategic layout in lightweight materials [1][10] - Shandong Highway intends to participate in a capital increase project for Weihai Bank, with a total investment not exceeding 348 million yuan [2] Group 3 - Ankai Micro plans to launch a low-power lock control SoC chip series designed for smart locks, featuring high integration and low power consumption [3] - Industrial Fulian announced that its main customers and products have not undergone significant changes, despite recent stock price fluctuations [4] - Zhishang Technology will invest 180 million yuan of over-raised funds into a smart manufacturing base in Vietnam to expand its product line and capacity [1][7] Group 4 - Aoxin plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1][11] - Dalian Friendship reached a settlement in a lawsuit with its controlling shareholder, with the case being withdrawn from court [1][12]

同时，本次股权转让完成后，泰国远东各方股东拟按照股权比例增资67,000万泰铢，其中，公司拟以1 泰铢每注册资本认缴20,100万泰铢注册资本，增资完成后仍持有泰国远东30%股权。本次投资的股权转 让款及增资认购款合计共40,500万泰铢(约9,000万元人民币，具体按届时中国银行挂牌价人民币兑换泰 铢汇率(中间价)作为基准换算人民币)。 智通财经APP讯，大胜达(603687.SH)发布公告，公司拟以现金方式受让厦门吉特利贸易有限公司(以下 简称"吉特利贸易")持有的泰国远东国际环保有限公司(以下简称"泰国远东")10%股权及远东中乾(厦门) 科技集团股份公司(以下简称"远东中乾")持有的泰国远东20%股权，合计受让泰国远东30%股权，交易 对价为20,400万泰铢，按照泰国远东注册资本的账面价值确定。 本次购买资产及对外投资完成后，公司将持有泰国远东30%的股权，本次交易系公司为降低当前美 国"双反调查"对公司纸浆模塑产业所带来的不确定性，基于交易双方优势互补、协同发展的原则，共同 参与投资海外生产基地，提高海外业务的拓展能力及服务水平，以更好地满足纸浆模塑客户的多方面需 求。 【免责声明】本文仅代表作者 ...