证券代码：603758 证券简称：秦安股份 公告编号：2025-018 重庆秦安机电股份有限公司 关于筹划发行股份及支付现金购买资产并募集配套 资金暨关联交易事项的停牌进展公告 截至本公告披露日，本次交易仍处于筹划阶段，交易各方尚未签署正式的交 易协议，具体交易对方、交易方案仍在商讨论证中。本次交易尚需提交公司董事 会、股东会审议，并经有权监管机构批准后方可正式实施，能否实施尚存在较大 不确定性。敬请广大投资者理性投资，注意投资风险。 特此公告。 重庆秦安机电股份有限公司董事会 2025年7月5日 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。 重庆秦安机电股份有限公司（以下简称"公司"）正在筹划以发行股份及支 付现金的方式购买安徽亦高光电科技有限责任公司99%股份，并同时募集配套资 金（以下简称"本次交易"）。经初步测算，本次交易预计不构成《上市公司重 大资产重组管理办法》规定的重大资产重组情形。根据《上海证券交易所股票上 市规则》等相关法规，本次交易预计构成关联交易。本次交易不会导致公司实际 控制人发生变更，不构成重组上市 ...

根据《上海证券交易所上市公司自律监管指引第4号——停复牌》相关规定， 现将公司股票停牌前1个交易日（即2025年6月27日）的前十大股东和前十大流通 股股东的名称、持股数量和所持股份类别等情况披露如下。 截至2025年6月27日，公司股本总数为438,797,049股，均为无限售条件流通 股，公司前十大股东及前十大流通股股东数据一致，其持股情况如下： | 序号 | 股东名称 | 持股数量 | 占总股本比例 | | --- | --- | --- | --- | | | | （股） | （%） | | 1 | YUANMING TANG | 284,153,069 | 64.76 | | 2 | 重庆秦安机电股份有限公司－2023 年员工 持股计划 | 12,175,310 | 2.77 | | 3 | 林智军 | 3,827,300 | 0.87 | | 4 | 邵奕兴 | 2,786,909 | 0.64 | | 5 | 张华鸣 | 2,450,000 | 0.56 | | 6 | 宋泽阳 | 1,971,100 | 0.45 | | 7 | 周斌 | 1,760,000 | 0.40 | | 序号 | | ...

Summary of Key Points Core Insights - The report highlights the suspension of multiple ETFs and REITs on June 30, 2025, to protect investor interests, indicating a significant market event that may impact investor sentiment and trading strategies [2][3][4]. Company and Industry Analysis - The Invesco S&P Consumer Select ETF (QDII) and the Guotai S&P 500 ETF are both set to suspend trading for one hour starting from the market opening on June 30, 2025, reflecting regulatory measures to safeguard investors [2]. - The CICC China Green Development Commercial REIT will also experience a one-hour suspension on the same date, emphasizing the trend of temporary trading halts in response to market conditions [2]. - The CICC Yizhuang Industrial Park REIT will suspend trading for one hour and resume at 10:30 AM on June 30, 2025, indicating a structured approach to managing trading activities [2]. - Several companies, including Tianmao Group and Alloy Investment, are facing special suspensions due to their inability to disclose periodic reports or due to planned control changes, which may signal underlying issues within these firms [2][3]. - The report lists numerous other securities that have been suspended for various reasons, including continuous losses and regulatory compliance issues, which could reflect broader challenges in the market environment [3][4][5].

Core Viewpoint - Qin'an Co., Ltd. is planning to acquire 99% of Anhui Yigao Optoelectronics Technology Co., Ltd. through a combination of share issuance and cash payment, aiming to expand into the automotive intelligence sector amid declining traditional business performance [1][4]. Group 1: Company Overview - Qin'an Co., Ltd. was established in 1995 and went public in May 2017, primarily engaged in manufacturing core components for automotive engines, including cylinder blocks, cylinder heads, crankshafts, and transmission parts [2]. - The company has a prestigious client base, including major automotive manufacturers such as Changan Ford, Changan Automobile, China FAW, Jiangling Motors, Geely, and Li Auto [2]. Group 2: Financial Performance - In 2024, Qin'an Co. experienced a decline in both revenue and net profit, with revenue of 1.6 billion yuan, down 8.04% year-on-year, and net profit of 173 million yuan, down 33.7%, marking the first dual decline since 2018 [2]. - The first quarter of 2025 continued the downward trend, with revenue of 297 million yuan, down 28.59% year-on-year, and net profit of 32.79 million yuan, down 32.73% [3]. - The company attributes its struggles to intensified industry competition, rising commodity prices, and increased share-based payment expenses, with raw material costs for aluminum and copper rising by 4.87% and 11.29% respectively, adding 5.7584 million yuan to procurement costs [3]. Group 3: Strategic Acquisition - Qin'an Co. is shifting focus to the automotive intelligence sector, aiming to seize opportunities in automotive electrification and intelligence [4]. - Anhui Yigao Optoelectronics, established in August 2020, specializes in the R&D and production of touch screens, conductive glass, and vacuum coating products, which could complement Qin'an's existing customer resources [4]. - The acquisition is seen as a strategic move to enhance product offerings in response to the growing demand for in-car display screens [4]. Group 4: Market Reaction - Following the announcement of the acquisition, Qin'an's stock price experienced significant movement, reaching a high of 16.48 yuan per share on June 27, with a single-day increase of 7.85%, marking a seven-year high [4]. - However, questions arise regarding the rationale behind acquiring 99% instead of 100% of Yigao and the potential for business synergy between an automotive component manufacturer and an optoelectronics company [5].

Core Viewpoint - Qin'an Co., Ltd. plans to acquire 99% of Anhui Yigao Optoelectronic Technology Co., Ltd. through a combination of issuing shares and cash payment, with the transaction currently in the planning stage and expected to involve related party transactions [2][3][8]. Group 1: Acquisition Details - The acquisition is expected to be completed through the issuance of shares and cash payment, with the company planning to raise matching funds [2][3]. - Qin'an Co. will suspend trading of its shares starting June 30, with the suspension expected to last no more than 10 trading days [5][22]. - Prior to the suspension announcement, Qin'an Co.'s stock price reached a peak increase of 7.85%, closing at 16.48 yuan per share, giving it a total market value of 72.31 billion yuan [5][22]. Group 2: Related Party Transactions - The transaction is anticipated to constitute a related party transaction, as it may result in the transaction counterparties and their concerted actors holding more than 5% of the company's shares [8][17]. - The core management team of Yigao is expected to acquire shares in Qin'an Co. through this transaction, with some members potentially holding over 5% of the shares [17][18]. Group 3: Yigao Company Overview - Yigao was established on August 25, 2020, with a registered capital of 686.215 million yuan, focusing on the research, production, and sales of vacuum coating products and related technologies [21]. - The products of Yigao are applicable in various fields, including automotive, semiconductor, aerospace, microelectronics, and optoelectronics [21]. - The vacuum coating technology can enhance the energy density and safety of lithium-ion batteries, particularly in the context of renewable energy applications [21]. Group 4: Qin'an Co. Financial Performance - Qin'an Co. has experienced declining financial performance, with net profit attributable to shareholders decreasing by 33.70% and 32.73% year-on-year in 2024 and the first quarter of 2025, respectively [22][25]. - The company's revenue for 2024 was approximately 1.6 billion yuan, down 8.04% from the previous year, with a net profit of approximately 172.86 million yuan [23][25].

Core Viewpoint - The company is planning to issue shares and pay cash to acquire 99% of Anhui Yigao Optoelectronics Technology Co., Ltd. and raise matching funds, which constitutes a related party transaction but does not trigger major asset restructuring regulations [1][3][11] Group 1: Suspension of Trading - The company's stock will be suspended from trading starting June 30, 2025, for a period not exceeding 10 trading days due to the ongoing planning of the transaction [2] - The suspension aims to ensure fair information disclosure and protect investor interests, preventing abnormal stock price fluctuations [2] Group 2: Transaction Details - The target company, Anhui Yigao Optoelectronics Technology Co., Ltd., was established on August 25, 2020, with a registered capital of 68.621534 million RMB, focusing on the R&D, production, and sales of touch screens and vacuum coating products [3][11] - The transaction involves issuing shares and paying cash to acquire 99% of Yigao's shares, with the specific transaction details and counterparties still under discussion [10][11] Group 3: Related Party Transaction - The transaction is expected to constitute a related party transaction as it may lead to the counterparties holding more than 5% of the company's total shares [10] - The final transaction price will be based on an independent third-party asset evaluation [11]

证券代码：603758 证券简称：秦安股份 公告编号：2025-017 重庆秦安机电股份有限公司 关于筹划发行股份及支付现金购买资产并募集 配套资金暨关联交易事项的停牌公告 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。 重要内容提示： 证券停复牌情况：适用 因公司筹划发行股份及支付现金购买资产并募集配套资金暨关联交易事项,本公 司的相关证券停复牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | | 停牌起始日 | 停牌期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603758 | 秦安股份 | A 股 | 停牌 | 2025/6/30 | | | | 一、停牌事由和工作安排 重庆秦安机电股份有限公司（以下简称"公司"）正在筹划以发行股份及支付 现金的方式购买安徽亦高光电科技有限责任公司（以下简称"亦高公司"）99%股 份，同时公司拟发行股份募集配套资金（以下简称"本次交易"）。 经初步测算，本次交易预计不构成《上市公司重 ...

Group 1: Automotive Industry - The automotive supply chain sector in the A-share market experienced a surge, with multiple stocks hitting the daily limit up [2][4] - A new mandatory national standard for light vehicle automatic emergency braking systems (AEBS) has been drafted and is now open for public consultation, set to replace the existing standard by June 30, 2025 [3][4] - The new standard expands the requirement for AEBS to include not only passenger cars (M1 category) but also light commercial vehicles (N1 category), indicating a significant market shift [4][6] Group 2: Robotics Sector - The robotics concept stocks saw a notable increase, with companies like Greebo and Haon Electric hitting the daily limit up, and several others rising over 10% [9][10] - China Unicom announced a partnership with Huawei to launch a home robot product, indicating a growing interest in domestic robotics [10] - The domestic robotics industry is expected to enter a mass production phase by 2025, driven by advancements in data accumulation and hardware cost reductions [10] Group 3: Market Performance - The overall A-share market showed low volatility, with the Shanghai Composite Index down 0.52% and the Shenzhen Component Index slightly up by 0.08% [2] - In the Hong Kong market, NetEase saw a significant increase, with its stock price rising over 16% during the session [17][19]

Core Viewpoint - The automotive manufacturing sector is experiencing a surge in stock prices due to the introduction of a mandatory national standard for Automatic Emergency Braking Systems (AEBS), which is expected to significantly enhance vehicle safety and reduce rear-end collisions [1][2]. Group 1: Industry Impact - The new mandatory standard for AEBS will replace the existing recommendation-based standard, expanding its applicability to all M1 and N1 category vehicles, thus ensuring that all passenger cars must be equipped with AEBS [1][2]. - The implementation of AEBS as a mandatory standard is anticipated to drastically improve vehicle safety, as it addresses the high incidence of rear-end collisions, which constitute a significant portion of traffic accidents [2]. Group 2: Company Developments - Companies like Wan'an Technology are actively developing AEBS solutions, having completed the R&D of AEBS and EBS systems, and are offering comprehensive solutions to clients [2]. - Ruiming Technology has reported successful sales of its self-developed aftermarket AEBS products in domestic public transport and taxi sectors, while its original equipment manufacturer (OEM) AEBS products have been exported to Europe [2].

Group 1 - The A-share automotive sector has shown strong performance, with companies such as Qin'an Co., Ltd. and Joyson Electronics reaching the daily limit increase [1] - Other companies like Wan'an Technology, Mingke Precision, and New Coordinates also previously hit the daily limit increase, indicating a positive trend in the sector [1] - Companies such as Haon Automotive Electric, Xinhongye, Tianqimo, and Rongtai Co., Ltd. have also seen significant gains, reflecting overall bullish sentiment in the automotive industry [1]