Group 1 - The A-share power grid equipment sector experienced a significant rise in the afternoon, with Qiaoguan Cable increasing over 20% to reach a historical high [1] - Hualing Cable reached the daily limit, indicating strong market interest and demand [1] - Other companies such as Chenguang Cable, China Western Electric, and Tongguang Cable also saw gains, reflecting a broader positive trend in the sector [1]

证券代码：605588 证券简称：冠石科技 公告编号：2025-040 南京冠石科技股份有限公司 公司本次拟回购注销部分限制性股票 14,400 股，回购注销完成后，公司股 份总数将由 73,482,601 股减少至 73,578,361 股。" 更正后： "三、本次回购注销部分限制性股票前后公司股权结构的变动情况 公司本次拟回购注销部分限制性股票 14,400 股，回购注销完成后，公司股 份总数将由 73,482,601 股减少至 73,468,201 股。" 除上述更正内容外，其他内容保持不变，由此给投资者造成的不便，公司深 表歉意，敬请广大投资者谅解。 特此公告。 南京冠石科技股份有限公司董事会 关于《关于部分限制性股票回购注销实施公告》的 更正公告 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。 南京冠石科技股份有限公司（以下简称"公司"）于 2025 年 7 月 17 日在上 海证券交易所网站（www.see.com.cn）披露了《关于部分限制性股票回购注销实 施公告》（公告编号：2025-039），该公告部分内容表 ...

Core Viewpoint - Nanjing Guanshi Technology Co., Ltd. plans to repurchase and cancel 14,400 restricted shares due to the disqualification of one incentive object, which represents 2.82% of the total restricted shares granted under the 2023 incentive plan and 0.02% of the company's total share capital [1][2]. Group 1: Repurchase and Cancellation Details - The decision for the repurchase and cancellation of restricted shares was approved at the 20th meeting of the board of directors, with legal opinions provided [1][2]. - The repurchase price for the restricted shares was adjusted from 22.67 RMB/share to 22.60 RMB/share due to a cash dividend distribution of 0.072 RMB/share to all shareholders [3]. - The total number of shares after the cancellation will decrease from 73,482,601 shares to 73,468,201 shares [3][5]. Group 2: Compliance and Legal Opinions - The board of directors confirmed that the decision-making process and information disclosure comply with legal regulations and the company's incentive plan [4][6]. - The law firm concluded that the company has fulfilled necessary decision-making procedures and that the reasons, quantity, and price for the repurchase are in accordance with relevant regulations [6].

证券代码：605588 证券简称：冠石科技 公告编号：2025-039 南京冠石科技股份有限公司 关于部分限制性股票回购注销实施公告 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： 回购注销原因：鉴于南京冠石科技股份有限公司（以下简称"公司"） 2023 年限制性股票激励计划的获授限制性股票的激励对象中 1 人因离职已不具 备激励对象资格，其已获授但尚未解除限售的 14,400 股限制性股票应由公司回 购注销，占 2023 年限制性股票激励计划已授予限制性股票总数的 2.82%，占回 购注销前公司股本总额 0.02%。 本次注销股份的有关情况： | 回购股份数量（股） | 注销股份数量（股） | 注销日期 | | | --- | --- | --- | --- | | 14,400 | 14,400 | 2025 年 7 月 | 21 日 | 一、本次限制性股票回购注销的决策与信息披露 1、公司于 2025 年 4 月 18 日召开第二届董事会第二十四次会议和第二届监 事会第二十次会议，分别审议通过《关于回购注 ...

证据材料，查阅了按规定需要查阅的文件以及金杜认为必须查阅的其他文件。公司保证提 供了金杜为出具本法律意见书所要求公司提供的原始书面材料、副本材料、复印材料、确 认函或证明，提供给金杜的文件和材料是真实、准确、完整和有效的，并无任何隐瞒、虚 假或重大遗漏之处，且文件材料为副本或复印件的，其与原件一致和相符。 北京市金杜（南京）律师事务所 关于南京冠石科技股份有限公司 2023年限制性股票激励计划 回购注销部分限制性股票相关事项的 法律意见书 致：南京冠石科技股份有限公司 北京市金杜（南京）律师事务所（以下简称金杜或本所）受南京冠石科技股份有限公 司（以下简称公司或冠石科技）委托，作为公司2023年限制性股票激励计划（以下简称 本次激励计划或本激励计划）的专项法律顾问，根据《中华人民共和国公司法》（以下简 称《公司法》）、《中华人民共和国证券法》（以下简称《证券法》）、中国证券监督管 理委员会（以下简称中国证监会）《上市公司股权激励管理办法（2018修正）》《上市 公司股权激励管理办法（2025修正）》1（以下合称《管理办法》）等法律、行政法规、 部门规章及规范性文件（以下简称法律法规）和《南京冠石科技股份有限公 ...

Market Overview - The market experienced a slight pullback after an initial rise, with the Shanghai Composite Index and Shenzhen Component Index closing down by 0.03% and 0.22% respectively, while over 3,200 stocks rose and more than 1,900 stocks fell [4] Sector Performance - The computing power sector showed strength at the opening, with notable stocks like Zhongdian Port and Hongbo Shares hitting the daily limit, while other stocks like Hanguang Technology and Dazhi Technology also performed well [3] - The film sector saw a minor surge, with Hengdian Film hitting the daily limit and other companies like Wanda Film and Mango Super Media also rising [3] - The automotive parts sector experienced strong performance throughout the day, with multiple stocks including Dongli New Science and Technology and Yongtai Shares hitting the daily limit, leading to an overall increase of 1.72% in the sector [17] - The pharmaceutical sector had significant gains, with stocks like Lisheng Pharmaceutical and Wanbangde hitting the daily limit, contributing to a strong performance in the sector [3] Nvidia Concept Stocks - Nvidia concept stocks initially surged following the approval of H20 chip sales to China, with Zhongdian Port and Hongbo Shares hitting the daily limit, while other stocks like Altec and Robotech also showed strength [7] - The Nvidia concept index rose over 2% in the morning but closed with a nearly 1% increase [8] Film Industry - The film sector saw a rise of nearly 2.5% in the morning, driven by the upcoming release of major films, including Jiang Wen's "You Can!" and Da Peng's "Longan's Lychee," which are set to premiere this weekend [13] New IPO - Huadian New Energy - Huadian New Energy debuted on the Shanghai Stock Exchange, marking the largest IPO of the year, with an opening surge of nearly 73% and a peak increase of 220% during the day, ultimately closing up 125% [15]

卫星化学：上半年净利润预增31.32%-53.20% 7月15日晚，卫星化学（002648）发布2025年半年度业绩预告，公司预计上半年实现归属于上市公司股 东的净利润27亿元至31.5亿元，同比增长31.32%-53.20%；预计实现扣除非经常性损益后的净利润28.52 亿元至33.02亿元，同比增长27.65%-47.79%。 资料显示，卫星化学成立于2005年8月，主营业务是(聚)丙烯、丙烯酸及酯、乙二醇、环氧乙烷、环氧 丙烷和聚乙烯等产品的生产和销售。 所属行业：基础化工–化学原料–其他化学原料 中国核建：累计新签合同871.49亿元 7月15日晚，中国核建（601611）发布公告称，截至2025年6月，公司累计实现新签合同871.49亿元，累 计实现营业收入531.84亿元。 资料显示，中国核建成立于2010年12月，主营业务是核电工程建设及工业与民用工程建设。 所属行业：建筑装饰–基础建设–基建市政工程 资料显示，怡球资源成立于2001年3月，主营业务是利用所回收的各种废旧铝资源，进行分选、加工、 熔炼等工序，生产出再生铝合金产品。 所属行业：有色金属–工业金属–铝 光库科技：上半年净利润预增60 ...

Group 1 - The company, Nanjing Guanshi Technology Co., Ltd., expects a net loss of between -12 million and -18 million yuan for the first half of 2025, indicating a decline compared to the same period last year [1][2] - The projected net profit attributable to the parent company, excluding non-recurring gains and losses, is estimated to be between -28 million and -19 million yuan [1][2] - In the same period last year, the company reported a total profit of 18.73 million yuan and a net profit attributable to the parent company of 20.31 million yuan [1][2] Group 2 - The primary reason for the expected loss is the small revenue scale from the company's wholly-owned subsidiary, Ningbo Guanshi Semiconductor Co., Ltd., which is in the sample verification phase for its photomask project, along with increased depreciation and amortization expenses due to the conversion of construction in progress to fixed assets [2]

Core Viewpoint - Nanjing Guanshi Technology Co., Ltd. has experienced significant fluctuations in revenue and profit margins in its semiconductor display device business, leading to regulatory inquiries regarding its financial disclosures and operational performance [2][3]. Financial Performance - The company reported revenues of 894 million yuan in 2023 and 1.359 billion yuan in 2024, reflecting a year-on-year change of -19.26% and 51.95% respectively, primarily due to changes in the semiconductor display device business [3]. - The gross profit margin for this business decreased from 15.56% in 2023 to 10.25% in 2024, indicating a decline in profitability despite revenue growth [3][10]. Customer and Supplier Relationships - The company is required to disclose details about its top five customers and suppliers, including transaction amounts and balances, to explain the significant revenue increase and declining gross margins [3][4]. - Key customers include Xianyang Rainbow Optoelectronics and Nanjing Sharp Electronics, with the latter being a long-term partner that increased its business with the company in 2024 [5][8]. Product Performance - The main products in the semiconductor display device business include polarizers, functional devices, and liquid crystal panels, with polarizers accounting for approximately 66.91% of total revenue in 2023 [7][8]. - The revenue from polarizers increased by about 230 million yuan in 2024, driven by new customer acquisitions and increased sales to existing clients, although the gross margin decreased by approximately 4.5 percentage points due to competitive pricing pressures [8][10]. Capacity Utilization - The capacity utilization rates for polarizers and functional devices improved in 2024 compared to 2023, correlating with revenue growth [17][18]. - Liquid crystal panel production saw a shift from contract processing to self-purchased raw materials, leading to a significant increase in revenue but also higher costs and negative gross margins [9][15]. Impairment Losses - The company recognized fixed asset impairment losses of 28.2438 million yuan in 2024, primarily due to underutilization of liquid crystal panel production lines [3][20]. - Impairment assessments conducted in 2023 and 2024 indicated that the liquid crystal panel assets required adjustments based on projected cash flows and market conditions [20][22].

Core Viewpoint - The independent directors of Nanjing Guanshi Technology Co., Ltd. have provided their opinions regarding the company's response to the inquiry letter from the Shanghai Stock Exchange, emphasizing the importance of transparency and compliance with regulations [1]. Group 1: Investment and Financial Performance - The company plans to invest CNY 1.61 billion in the "Photo Mask Manufacturing Project," which commenced construction in October 2023 and aims to deliver 55nm photo masks by March 2025 [1]. - As of the end of 2024, the cumulative investment in the project reached CNY 1.092 billion, with an expected revenue of CNY 694,700 for 2024 [1]. - Cash payments for fixed assets and long-term assets from 2023 to 2024 were CNY 447 million and CNY 756 million, respectively, with significant increases in the book value of fixed assets and construction in progress [1]. Group 2: Supplier and Transaction Analysis - The independent directors confirmed that the top ten cash outflows for fixed asset purchases from 2023 to 2024 were thoroughly reviewed, and no related party transactions were identified [2]. - The directors also verified that the top ten counterparties for other non-current assets as of the end of 2023 and 2024 were not related parties, ensuring that funds did not flow to the company's controlling shareholders or their affiliates [2].