Major Events - Enjie Co., Ltd. is planning to acquire 100% equity of Zhongke Hualian and will suspend trading starting December 1, 2025 due to uncertainties surrounding the transaction [4] - ST Tianrui's controlling shareholder is planning a change in company control, leading to a trading suspension starting December 1, 2025, expected to last no more than two trading days [5] - Jiarong Technology intends to raise no more than 1 billion yuan through a private placement and acquire 100% of Hangzhou Lanran [6][7] - Baili Tianheng's wholly-owned subsidiary received a milestone payment of 250 million USD from BMS related to a collaboration agreement [8] - Jiangxi Copper is planning to acquire shares of the overseas listed company SolGold Plc, with a non-binding cash offer of 26 pence per share, currently in the informal offer stage [9] - China Shenhua's subsidiary successfully completed a 168-hour trial run of its power generation unit, marking a significant milestone in its expansion project [10] - ST Dongyi faces the risk of bankruptcy due to unsuccessful restructuring efforts, which could lead to stock delisting [11] - Huayang Co., Ltd. has launched a high-performance carbon fiber project with an annual production capacity of 200 tons, applicable in various high-tech fields [12] - Dameng Data's general manager has had his detention lifted by the local authorities [13] Shareholding Changes - Zhongwei Company plans to reduce its stake by no more than 1% through block trading, equating to approximately 6.26 million shares [14] - Yulide's directors plan to collectively reduce their holdings by no more than 0.0313%, totaling up to 35,000 shares [15] - Shengnuo Bio's vice president and a board member plan to reduce their holdings by no more than 0.024%, totaling up to 37,600 shares [16] Major Contracts - Aoride plans to sign a comprehensive technical service agreement with Company X, with a total contract value of approximately 635 million yuan [17]

Company Focus - Enjie Co., Ltd. plans to acquire 100% equity of Zhongke Hualian, leading to a stock suspension [2] - Canadian Solar Inc. and its controlling shareholder plan to establish a joint venture to adjust their U.S. market operations [3] - Jiarong Technology intends to acquire 100% of Hangzhou Lanan, with stock resuming trading [3] Equity Changes - ST Tianrui's controlling shareholder is planning a change in control, resulting in stock suspension [4] Shareholding Changes & Buybacks - Shanghai Chuangtou intends to reduce its stake in Zhongwei Company by no more than 1% [5] Operations & Performance - China Shenhua's subsidiary successfully completed a 168-hour trial run of its power generation unit, transitioning to commercial operation [6] - Baillie Tianheng received a milestone payment of $250 million from Bristol-Myers Squibb for the iza-bren project [7] - Jiangxi Copper is in the informal offer stage to acquire shares of SolGold Plc [8] - Aorede plans to sign a 635 million yuan computing power procurement agreement [9] - Maiwei Bio's clinical research for 9MW1911 shows significant reductions in acute exacerbation rates for COPD patients [10] - Huayang Co. has launched a high-performance carbon fiber project with an annual production capacity of 200 tons [10] Financing & Capital Increase - Ganfeng Lithium plans to issue $100 million in exchangeable notes to the China-Africa Development Fund [11] Stock Price Fluctuations - Tongyu Communications confirmed normal operations amid stock price fluctuations [12] - Rongji Software reported normal operations despite stock price declines [13] Other - Xianglou New Materials' application for a specific stock issuance has been accepted by the Shenzhen Stock Exchange [15] - JinkoSolar received a prepayment of 220 million yuan for a fire incident at its battery workshop [15] - Dameng Data's general manager has had his detention lifted [15] - Dongpeng Beverage has received approval from the CSRC for its overseas listing [16]

Core Viewpoint - Several companies are undergoing significant corporate actions, including acquisitions, capital raising, and operational milestones, which may present investment opportunities and market implications. Group 1: Corporate Actions - Enjie Co., Ltd. is planning to acquire 100% equity of Zhongke Hualian and will suspend trading starting December 1, 2025 due to uncertainties surrounding the transaction [3] - ST Tianrui's controlling shareholder is planning a change in company control, leading to a trading suspension from December 1, 2025, expected to last no more than two trading days [4] - Jiarong Technology intends to raise up to 1 billion yuan through a private placement and acquire 100% of Hangzhou Lanran, with the transaction making the latter a wholly-owned subsidiary [5] - Jiangxi Copper is in the process of making non-binding cash offers to acquire shares of SolGold Plc at 26 pence per share, currently holding 12.19% of the company [7] Group 2: Financial Milestones - Baillie Gifford's subsidiary SystImmune received a milestone payment of $250 million from Bristol-Myers Squibb related to a collaboration agreement, with potential future payments totaling up to $7.1 billion [6] Group 3: Operational Developments - China Shenhua's subsidiary successfully completed a 168-hour trial run of its 3rd unit at the Beihai Phase II project, which is a key energy development project in Guangxi [8] - Huayang Co., Ltd. has launched a 200-ton annual production project for high-performance carbon fiber, which is expected to serve various high-tech industries [11] Group 4: Shareholder Actions - Zhongwei Company’s major shareholder plans to reduce its stake by up to 1% through block trading [14] - Yulide's directors plan to collectively reduce their holdings by no more than 0.0313% of the company's total shares [15] - Saint Noble Bio's executives plan to reduce their holdings by no more than 0.024% of the company's total shares [16] Group 5: Contracts and Agreements - Aoride plans to sign a comprehensive technical service agreement with Company X, with a total contract value of approximately 635 million yuan [18]

每经AI快讯，中微公司11月30日晚间发布公告称，截至本公告披露日，上海创业投资有限公司持有公 司股份约9348万股，占公司总股本的14.93%。公司收到上海创投出具的《关于股份减持计划的告知 函》，上海创投计划自本公告披露之日起15个交易日后的3个月内，在符合法律法规规定的减持前提 下，通过大宗交易方式减持公司股票不超过总股本的1%，即约626万股。 （记者 曾健辉） 每经头条（nbdtoutiao）——全球芯片业巨震！谷歌TPU芯片横空杀出，与Meta"密谋"大事！英伟达市 值蒸发4万亿元，"护城河"被攻破？黄仁勋坐不住了 ...

中微公司(688012.SH)发布公告，公司收到上海创投出具的《关于股份减持计划的告知函》，上海创投 计划自公告披露之日起15个交易日后的3个月内，在符合法律法规规定的减持前提下，通过大宗交易方 式减持公司股票不超过总股本的1%，即626.15万股。 ...

智通财经APP讯，中微公司(688012.SH)发布公告，公司收到上海创投出具的《关于股份减持计划的告 知函》，上海创投计划自公告披露之日起15个交易日后的3个月内，在符合法律法规规定的减持前提 下，通过大宗交易方式减持公司股票不超过总股本的1%，即626.15万股。 ...

证券代码：688012 证券简称：中微公司 公告编号：2025-068 中微半导体设备（上海）股份有限公司 大股东大宗交易减持股份计划公告 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、准确性和完整性依法承担法律 责任。 重要内容提示： 1 上述减持主体无一致行动人。 上述减持为大宗交易减持。 预披露期间，若公司股票发生停牌情形，实际开始减持的时间根据停牌时间相应顺延 （一）相关股东是否有其他安排 □是 √否 大股东持有的基本情况 截至本公告披露日， 上海创业投资有限公司（以下简称"上海创投"）持 有中微半导体设备（上海）股份有限公司（以下简称"中微公司"或"公 司"）股份 93,483,533 股，占公司总股本的 14.93%。 减持计划的主要内容 公司收到上海创投出具的《关于股份减持计划的告知函》，上海创投计划自 本公告披露之日起 15 个交易日后的 3 个月内，在符合法律法规规定的减持 前提下，通过大宗交易方式减持公司股票不超过总股本的 1%，即 6,261,453 股。 | 股东名称 | 上海创业投资有限公司 | | | | --- | ...

每经AI快讯，11月30日，中微公司公告，公司持股14.93%的股东上海创投计划通过大宗交易方式减持 公司股票不超过总股本的1%，即626.15万股。 ...

人民财讯11月30日电，中微公司(688012)11月30日公告，公司持股14.93%的股东上海创投计划通过大宗 交易方式减持公司股票不超过总股本的1%，即626.15万股。 ...

Investment Focus - Alphabet (GOOGL US) is expected to maintain good visibility in its advertising business due to the gradual release of its valuation under pressure from AI search, with a projected 30%+ growth in cloud business for the year and margin improvement driven by scale effects [1] - Alibaba (BABA US) is anticipated to see a cloud business growth rate of 28%-30%, benefiting from strong momentum in instant retail, with Taobao expected to achieve a 20-30% MAU growth driven by flash purchase [1] - NVIDIA (NVDA US) is projected to achieve strong revenue growth in FY2027, with GB300 series products expected to account for two-thirds of Blackwell series products, and a revenue target of $500 billion over the next five quarters [1] - Tencent (700 HK) is recommended as a top pick, with a target price of 700, driven by steady growth in core gaming and advertising businesses, and a projected near 20% growth rate in advertising [3] - New Oxygen (SY US) is focusing on the light medical beauty sector with a rapid expansion plan, aiming to open 50 self-operated stores by 2025, supported by a strong marketing capability and low customer acquisition costs [3] - Ctrip (TCOM US) is expected to benefit from steady growth in domestic leisure travel and the recovery of outbound travel, with a projected revenue growth of 14% to 71.1 billion yuan in 2026 [3] - Huazhu (HTHT US) is transitioning to a high-margin franchise model, with a target price of $52, supported by a strong recovery in industry RevPar [4] - Futu (FUTU US) is positioned for long-term growth in the virtual asset business, with a user base of 3.1 million and a current valuation offering a safety margin [4] - AIA (1299 HK) is expected to see steady growth in new business value and operational indicators, with a forward PEV of 1.46x [4] - Dongfang Electric (1072 HK) is actively involved in global power station project contracting, with significant opportunities in the U.S. market due to the demand for power supply capabilities [9]