证券代码：603936 证券简称：博敏电子 公告编号：临 2025-060 博敏电子股份有限公司 关于终止股权收购框架协议的公告 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。 一、股权收购框架协议 1、各方一致同意，自《终止协议》签署之日起，终止各方此前关于本次收 购的磋商及意向，甲乙双方不再就收购标的公司股权存在任何意向性约定。 1 2、各方一致同意，《框架协议》等协议自《终止协议》生效之日起终止。 除相关保密条款外，《框架协议》等协议约定的全部条款不再执行，对各方均不 再具有约束力，各方权利义务即行终止。 3、自《终止协议》生效之日起三十日内，乙方向甲方退还已收取的股权收 购定金 2,800 万元及利息（按照同期全国银行间同业拆借中心公布的一年期贷款 市场报价利率 3%，自乙方收到定金之日起计算至乙方实际退还定金之日止）。 若乙方迟延返还前述股权收购定金 2,800 万元及利息的，每迟延一日，甲方有权 要求乙方按照应付未付部分的万分之五向甲方支付违约金。 4、自甲方收到前述全部股权收购定金之日起 20 个工作日内，甲方配 ...

Group 1 - The core point of the announcement is that shareholder Xie Jianzhong plans to reduce his holdings in Bomin Electronics (603936) by up to 2.4432 million shares, which represents 0.39% of the company's total share capital [1] - Xie Jianzhong currently holds 17.0029 million shares, accounting for 2.70% of the company's total share capital [1] - The reason for the reduction is stated as personal funding needs [1]

Group 1 - The company announced the termination of the acquisition framework agreement with Meizhou Benchuang Electronics Co., Ltd. due to failure to reach consensus on key transaction terms [1] - The termination agreement was signed on July 11, 2025, and requires the shareholder to refund the received equity acquisition deposit of 28 million yuan along with corresponding interest within 30 days [1] - The termination of this acquisition will not adversely affect the company's normal production operations and financial status [1]

智通财经7月11日电，博敏电子(603936.SH)公告称，公司与梅州市奔创电子有限公司股东熊冬梅签署的 股权收购框架协议终止。双方未能就主要交易条款达成共识，无法签署正式的股权转让协议。公司将收 回已支付的2800万元定金及利息，并解除标的公司40%股权的质押。终止收购不会对公司正常生产经营 及财务状况产生不利影响。 博敏电子：终止收购梅州市奔创电子有限公司股权 ...

Group 1 - The storage chip sector experienced a decline of 1.49%, ranking among the top losers in the concept sector, with companies like C Yitang, Youfang Technology, and Chengbang Co., Ltd. showing significant drops [1][4] - Among the 91 stocks in the storage chip sector, 15 stocks saw price increases, with Shengshi Technology, Bomin Electronics, and Hangzhou Kelin leading the gains at 3.71%, 2.43%, and 2.39% respectively [1][4] - The concept sectors with the highest gains included childcare services at 1.82%, short drama games at 1.25%, and trust concepts at 1.22% [1] Group 2 - The storage chip sector saw a net outflow of 3.468 billion yuan, with Bomin Electronics leading the outflow at 231.41 million yuan, followed by Xingsen Technology and Zhongjing Electronics with outflows of 226.51 million yuan and 181.77 million yuan respectively [1][4] - The stocks with the highest net inflows included Shengshi Technology, Taiji Industry, and Saiteng Co., Ltd., with inflows of 35.06 million yuan, 24.83 million yuan, and 15.70 million yuan respectively [1][4] - The trading volume for Bomin Electronics was 28.62%, indicating a high turnover rate despite the net outflow [2][4]

Core Viewpoint - The Chinese asset market has experienced a significant surge, with the Shanghai Composite Index reaching new highs for the year, driven by strong performances in various sectors including brokerage and oil [2]. Market Performance - On July 8, A-shares rose across the board, with the Shanghai Composite Index approaching 3500 points, closing at 3497.48 points, up 0.7%. The Shenzhen Component Index increased by 1.47% to 10588.39 points, and the ChiNext Index surged by 2.39% to 2181.08 points. The total trading volume in the Shanghai and Shenzhen markets reached 14,747 billion yuan, an increase of nearly 2500 billion yuan from the previous day [2]. - Nearly 4300 stocks in the market were in the green, with resource stocks such as steel, non-ferrous metals, chemicals, and oil showing collective gains. Notable stocks included Liugang Co., Hangang Group, and Yitong New Materials, which hit the daily limit [2]. Solar Industry Surge - The solar industry stocks saw a significant rise, with companies like Shihang New Energy and International Composites hitting the daily limit of 20%. Other companies such as Daqo New Energy and Ainoju also saw gains exceeding 10%. Notably, Yamaton experienced a "limit-up" trend, achieving four daily limits in five days [4][7]. - The solar industry is benefiting from favorable policies aimed at accelerating supply-side reforms. Recent government discussions have focused on eliminating low-price disorderly competition and promoting high-quality development within the industry [7][8]. AI Industry Activity - Stocks in the AI supply chain, particularly in the PCB sector, experienced a notable increase, with companies like Yihau New Materials and Yidong Electronics hitting the daily limit of 20%. Other firms such as Tongguan Copper Foil and Honghe Technology also saw significant gains [10][12]. - The demand for high-end PCBs is expected to grow rapidly due to the increasing need for AI computing power, with projections indicating a supply-demand gap in the AI PCB market [12]. Storage Chip Sector - The storage chip sector also saw a rise, with stocks like Bomin Electronics hitting the daily limit. Other companies such as Defu Technology and Lianrui New Materials recorded gains of over 6% [14][16]. - Changxin Storage, a major player in the DRAM market, is set to undergo an IPO process, which is anticipated to drive expansion and increase domestic equipment localization rates [16].

Market Overview - On July 8, A-shares opened mixed, with the Shanghai Composite Index up by 0.04%, while the Shenzhen Component and ChiNext indices were in the red. However, by the time of reporting, all three indices turned positive, with the ChiNext index rising over 1% [1][2]. Sector Performance - The morning session saw gains in sectors such as electronics, building materials, telecommunications, and computers, with PCB, CRO, and consumer electronics outsourcing stocks performing well. Conversely, public utilities and banking sectors showed weakness [2][3]. PCB Sector - PCB concept stocks continued to strengthen, with International Composite Materials and Yidong Electronics hitting the 20% daily limit up. Jin'an Guoji achieved a four-day consecutive rise, while Honghe Technology had four limit-up days in six days [8][9]. Pharmaceutical Sector - The pharmaceutical sector was notably strong, with CRO, innovative drugs, and weight-loss drug stocks collectively rising. Lianhuan Pharmaceutical achieved a consecutive limit-up, while companies like Weixin Kang, Hasan Lian, and Xiaofang Pharmaceutical also hit the limit-up. Toxin Pharmaceutical and Ruizhi Pharmaceutical saw increases exceeding 10% [4][5][6]. Notable Stock Movements - Fujilai (301258) surged to a limit-up of 20.01%, reaching a price of 39.28 CNY per share shortly after opening. Other notable stocks included Tuoxin Pharmaceutical and Ruizhi Pharmaceutical, which rose by 13.27% and 12.88%, respectively [5][6]. Regulatory Issues - Ruiskanda faced a trading halt due to a 9.95% drop, attributed to regulatory issues involving its chairman and director, who are under criminal coercive measures for alleged violations related to information disclosure. The company had previously faced administrative penalties from the CSRC [11][13].

Market Overview - On July 8, A-shares opened mixed, with the Shanghai Composite Index up by 0.04%, while the Shenzhen Component and ChiNext indices were in the red. However, by the time of reporting, all three indices turned positive, with the ChiNext index rising over 1% [1][2]. Sector Performance - The morning session saw gains in sectors such as electronics, building materials, telecommunications, and computers, with circuit board, CRO, and consumer electronics manufacturing stocks performing well. Conversely, public utilities and banking sectors showed weakness [2][3]. Pharmaceutical Sector - The pharmaceutical sector experienced a strong opening, with CRO, innovative drugs, and weight-loss drug stocks collectively rising. Notable stocks included Lianhuan Pharmaceutical, which achieved a two-day limit up, and several others like Weixin Kang and Ha Sanlian hitting the daily limit [7][8]. - Fujilai (301258) surged to a limit up of 20% to reach a price of 39.28 CNY per share shortly after the market opened [8][9]. PCB Sector - PCB (Printed Circuit Board) stocks continued to strengthen, with companies like International Composite Materials and Yidong Electronics hitting the daily limit. Jin'an Guoji achieved a four-day limit up, while Honghe Technology recorded four limit ups in six days [12][13]. - The demand for high-end PCBs is rapidly increasing due to AI computing needs, leading to a significant supply-demand gap in AI PCBs this year. ASIC chip growth is expected to be the main driver of incremental demand for high-end PCBs by 2026 [14][15]. Company-Specific News - Ruisi Kanda faced a trading halt with a limit down of 9.95% due to allegations of information disclosure violations, leading to criminal measures against its executives [17][20]. - ST Huaming also experienced a limit down of 20.03% following administrative penalties for false disclosures in its financial reports [20].

Group 1 - The stock of Bomin Electronics has experienced a significant increase, with three limit-up days recorded within six trading days, resulting in a cumulative increase of 13.36% and a turnover rate of 109.60% [2] - As of 9:31 AM, the stock's trading volume reached 34.54 million shares, with a transaction amount of 365 million yuan and a turnover rate of 5.48% [2] - The total market capitalization of the A-shares reached 6.739 billion yuan [2] Group 2 - The latest margin trading data shows that as of July 7, the margin balance for the stock was 442 million yuan, with a financing balance of 441 million yuan, reflecting a decrease of 45.17 million yuan or 9.29% compared to the previous trading day [2] - Over the past six days, the margin balance has decreased by 25.54 million yuan, representing a decline of 5.47% [2] - The stock has appeared on the Dragon and Tiger list three times due to a daily price deviation of 7%, a daily turnover rate of 20%, and a daily increase deviation of 7% [2] Group 3 - The company's Q1 report indicated a total operating revenue of 823 million yuan, marking a year-on-year increase of 14.38%, and a net profit of 27 million yuan, which is a year-on-year growth of 4.53% [2] - Recent trading data shows fluctuations in daily price changes and net inflows of main funds, with notable increases and decreases over the past week [2]

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