Group 1 - Yitong Century won a bid for a communication engineering construction service project from China Mobile, with a total bid amount of 228 million yuan (including tax) [1] - Zhiyuan New Energy plans to repurchase shares worth between 33 million and 66 million yuan, with a maximum repurchase price of 22.00 yuan per share [1] - GAC Group reported April automobile sales of 116,400 units, a year-on-year decrease of 12.66% [2] - JAC Motors reported April automobile sales of 30,764 units, a year-on-year decrease of 3.55% [3] Group 2 - Fosun Pharma's subsidiary received FDA approval for a clinical trial of a live biotherapeutic product aimed at treating androgenetic alopecia [4] - Liangxin Co. obtained multiple patent certificates, including 2 invention patents and 32 utility model patents [5] - Sainuo Medical's two products received medical device registration certificates in Mexico and Ecuador [5] - Huayu Pharmaceutical's two products received marketing approvals in France and Spain [6] Group 3 - Shengnong Development reported April sales revenue of 1.533 billion yuan, a year-on-year increase of 0.68% [6] - Hasi Lian's potassium chloride and sodium chloride injection passed the consistency evaluation [7] - Shapuaisi received approval for a supplemental application for levofloxacin eye drops [9] - Tianyu Biological reported April sales revenue of 59.32 million yuan from pig sales [10] Group 4 - *ST Weihai was pre-awarded a project worth 108 million yuan [12] - Luoniushan reported April sales revenue of 125 million yuan from pig sales, a year-on-year increase of 12.72% [13] - Minhe Co. reported April sales revenue of 68.30 million yuan from chick sales, a year-on-year increase of 0.51% [14] Group 5 - Double Ring Technology's application for a specific stock issuance was approved by the Shenzhen Stock Exchange [15] - Hualu Hengsheng plans to repurchase shares worth between 200 million and 300 million yuan [16] - Baolong Technology plans to repurchase shares worth between 100 million and 200 million yuan [17] Group 6 - Huasheng Technology's subsidiary plans to sell shares of a company for 200 million yuan [24] - *ST Gengxing's controlling shareholder plans to increase holdings worth between 30 million and 60 million yuan [25] - Ruihuatai's shareholder plans to reduce holdings by up to 1% of the company's shares [26] Group 7 - Foton Motor reported April commercial vehicle sales of 54,816 units, a year-on-year increase of 21.63% [20] - China Merchants Bank plans to invest 15 billion yuan to establish a financial asset investment company [22] - Jinchengxin plans to invest approximately 231 million USD in the Alacran copper-gold-silver mine project [23] Group 8 - Zhongji United's controlling shareholder plans to reduce holdings by up to 2% of the company's shares [30] - Ningbo Huaxiang signed a strategic cooperation agreement to strengthen collaboration in various areas [31] - SMIC reported a net profit of 1.356 billion yuan for Q1 2025, a year-on-year increase of 166.5% [32] Group 9 - FAW Fuwi received a project notification to develop seat products for a luxury brand, with a total sales amount expected to be 1.39 billion yuan [33] - Huakang Clean won a bid for a purification project worth 64.425 million yuan [34] - Lihua Co. reported April sales revenue of 1.125 billion yuan from chicken sales [35]

Market Overview - The three major A-share indices opened slightly lower on May 9, with the Shanghai Composite Index down 0.3% to 3342 points, the ChiNext Index down 0.87% to 2011.77 points, and the STAR Market 50 Index down 1.96% to 1006.32 points [3][4] - A total of 1212 stocks rose while 4061 stocks fell across the exchanges, with a total trading volume of 11.92 billion yuan, a decrease of 1.014 billion yuan from the previous trading day [4][5] Sector Performance - Bank stocks continued to rise, with several banks reaching new highs, including China Construction Bank and Jiangsu Bank, both gaining over 2% [6] - The semiconductor sector faced significant declines, with companies like Huahong Semiconductor and Espressif Systems dropping over 7% [6] - The textile and apparel sector showed strong performance, with multiple stocks hitting the daily limit or rising over 10% [6] - The real estate sector performed poorly, with several companies declining over 3% [7] Market Sentiment and Outlook - Analysts expect the market to maintain a steady upward trend in the short term, supported by structural monetary policy and anticipated fiscal measures aimed at boosting domestic demand [8][9] - The market is likely to experience a structural rally driven by both policy and earnings, with a focus on sectors with high earnings certainty and clear policy catalysts [9] - The military and defense sector is expected to benefit from ongoing geopolitical tensions, with growth potential in military trade and increased competitiveness of Chinese military products [10]

Group 1 - The company Lexin Technology (688018.SH) announced a share reduction plan by its major shareholder and senior management [1] - Lexin Hong Kong plans to reduce its holdings by up to 1,350,000 shares, representing approximately 1.2032% of the total share capital [1] - Senior executive Shao Jingbo intends to reduce his holdings by up to 6,029 shares, accounting for about 0.0054% of the total share capital [1] Group 2 - As of the announcement date, Lexin Hong Kong holds 45,016,142 shares, which is 40.1212% of Lexin Technology's total share capital [1] - Shao Jingbo holds 24,118 shares, representing 0.0215% of the total share capital [1] - The share reduction will occur within three months starting from June 2, 2025, to September 1, 2025 [1] Group 3 - Lexin Technology's 2024 annual report indicates that Lexin Hong Kong is the controlling shareholder [2] - The company plans to raise up to RMB 177,787.67 million through a specific issuance of A-shares, with net proceeds intended for various R&D projects and working capital [2] - The total number of shares to be issued in this specific offering will not exceed 11,220,043 shares, which is 10% of the pre-issue share capital [2] Group 4 - Lexin Technology's initial public offering raised a total of RMB 125,200.00 million, with a net amount of RMB 113,165.22 million after deducting issuance costs [3] - The company originally planned to raise RMB 101,140.93 million for various technology and R&D projects [3] - The actual issuance costs totaled RMB 12,034.78 million, including underwriting fees of RMB 10,794.42 million [3]

Group 1 - The semiconductor sector experienced a decline at the beginning of trading, with notable drops in stock prices [1] - Hua Hong Semiconductor saw a decrease of over 10% [1] - Lexin Technology fell by more than 5% [1] - SMIC (Semiconductor Manufacturing International Corporation) dropped over 3% [1] - Other companies such as Weicai Technology and Chipone also faced declines [1]

Investment Announcements - Jinchengxin plans to invest approximately $231 million in the development of the Alacran copper-gold-silver mine project, aiming to acquire a 55% stake in CMH Colombia S.A.S. after the acquisition [3] - China Merchants Bank intends to invest 15 billion yuan to establish a wholly-owned financial asset investment company, enhancing its integrated financial services capabilities [5][6] Performance Reports - Huahong Semiconductor reported Q1 2025 revenue of 3.913 billion yuan, an 18.66% year-on-year increase, but net profit decreased by 89.73% to 22.76 million yuan due to uncertainties in the semiconductor industry [7] - King Long Motor's April bus sales were 3,611 units, a 3.91% year-on-year decrease, while production was 4,361 units, down 5.79% year-on-year [8] - Zhengbang Technology reported April sales of 609,800 pigs, with revenue of 738 million yuan, a 174.29% year-on-year increase, attributed to orderly resumption of production [9] - Sunac China achieved a contract sales amount of approximately 1.1 billion yuan in April, with a cumulative total of 11.2 billion yuan by the end of April [10] Major Contracts - Pinggao Electric won contracts totaling approximately 1.751 billion yuan from the State Grid, representing 14.12% of its 2024 revenue [13] - State Grid Information Technology's subsidiaries secured contracts worth 477 million yuan, positively impacting future operating performance [14] - Dongfang Iron Tower won contracts worth about 100 million yuan from the State Grid, accounting for 2.39% of its 2024 revenue [15] - Jiaojian Co. won a construction project worth approximately 704 million yuan, representing 8.43% of its 2024 revenue [16] Shareholding Changes - Ruihua Tai's shareholder plans to reduce holdings by up to 1% of the company's shares [17][18] - *ST Gengxing's controlling shareholder intends to increase holdings between 30 million and 60 million yuan [19] - Lexin Technology's shareholder plans to reduce holdings by up to 1.2032% of the company's shares [20] Share Buybacks - Sichuan Meifeng plans to repurchase shares worth 50 million to 70 million yuan, with a maximum buyback price of 10.07 yuan per share [21]

Investment Announcements - Jincheng intends to invest approximately $231 million in the Alacran copper-gold-silver mine project, following the acquisition of a 5% stake in CMH Colombia S.A.S., which will allow it to hold a 55% stake and control the project development [3] - Huasheng Technology's subsidiary plans to sell a 5.4019% stake in Shanghai Lingkai Technology Co., Ltd. for 200 million yuan, resulting in the subsidiary no longer holding shares in the company [4] - China Merchants Bank plans to invest 15 billion yuan to establish a wholly-owned financial asset investment company, which will enhance its integrated operations and service capabilities [5] Performance Reports - Huahong's Q1 revenue reached 3.913 billion yuan, a year-on-year increase of 18.66%, while net profit dropped by 89.73% to 22.76 million yuan, indicating challenges in the semiconductor industry due to international and policy changes [7] - King Long Automobile reported a production of 4,361 buses in April, a decrease of 5.79% year-on-year, with sales of 3,611 buses, down 3.91% [8] - Zhengbang Technology's April pig sales reached 609,800 heads, with revenue of 738 million yuan, showing a significant year-on-year increase of 174.29% [9] - Sunac China achieved a contract sales amount of approximately 1.1 billion yuan in April, with a cumulative total of 11.2 billion yuan by the end of April [11] - *ST Aonong reported a pig sales volume of 132,800 heads in April, a year-on-year decrease of 14.42% [12] Major Contracts - Pinggao Electric won contracts totaling approximately 1.751 billion yuan from the State Grid, representing 14.12% of its 2024 revenue [14] - State Grid Information Technology's subsidiaries secured contracts worth 477 million yuan, positively impacting future performance [15] - Dongfang Tower won a procurement project from the State Grid worth about 100 million yuan, accounting for 2.39% of its 2024 revenue [16] - Jiaojian Co. won a construction project worth approximately 704 million yuan, with a project duration of 870 days, representing 8.43% of its 2024 revenue [17] Shareholding Changes - Ruihua Tai's shareholder plans to reduce holdings by up to 1% of the company's shares [19] - *ST Gengxing's controlling shareholder intends to increase holdings between 30 million and 60 million yuan [20] - Lexin Technology's shareholder plans to reduce holdings by up to 1.2032% of the company's shares [22] Share Buybacks - Sichuan Meifeng plans to repurchase shares worth between 50 million and 70 million yuan, with a maximum repurchase price of 10.07 yuan per share [24]

重要内容提示： 乐鑫香港本次拟通过集中竞价或大宗交易方式减持所持有的公司股份 为不超过 1,350,000 股，约占公司目前总股本的 1.2032%，邵静博本次 拟通过集中竞价方式减持所持有的公司股份分别为不超过 6,029 股，约 占公司目前总股本的 0.0054%。本次减持将于本公告日起十五个交易日 后的三个月内进行，期间为 2025 年 6 月 2 日至 2025 年 9 月 1 日。若 在减持计划实施期间公司发生送股、资本公积转增股本、配股等股份 变更事项的，将根据相关规定对拟减持数量进行相应调整。 1 大股东及高级管理人员持有股份的基本情况 截至本公告日，乐鑫（香港）投资有限公司（以下简称"乐鑫香港"） 持有乐鑫信息科技（上海）股份有限公司（以下简称"乐鑫科技"或"公 司"）45,016,142 股，占公司总股本的比例为 40.1212%；高级管理人员 邵静博女士持有公司 24,118 股，占公司总股本的比例为 0.0215%。乐 鑫香港持有股份为其在公司首次公开发行前取得及以资本公积金转增 股本方式取得的股份，邵静博女士持有的股份为其通过股权激励取得、 集中竞价交易及以资本公积金转增股本方式取得的 ...

证券代码：688018 证券简称：乐鑫科技 公告编号：2025-042 乐鑫信息科技（上海）股份有限公司 2021 年、2022 年、2023 年、2023 年第二期限制性股 票激励计划部分归属结果公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次归属股票数量为 1,011,637 股，来源于公司从二级市场回购的公司 A 股 普通股股票，由回购专用证券账户过户登记。 其中，2021 年限制性股票激励计划首次授予部分第四个归属期第一次归属 272,672 股；2022 年限制性股票激励计划首次授予部分第三个归属期第一次归属 387,165 股；2023 年限制性股票激励计划首次授予部分第二个归属期 43,160 股； 2023 年第二期限制性股票激励计划第二个归属期 308,640 股。 一、限制性股票归属的决策程序及相关信息披露情况 1. 2021 年限制性股票归属的决策程序及相关信息披露情况 （1）2021 年 2 月 25 日，公司召开第一届董事会第二十三次会议，会议审 议通过了《关于公司<20 ...

Group 1 - The company, Lexin Technology, announced that its Hong Kong subsidiary plans to reduce its holdings by up to 1.35 million shares, accounting for approximately 1.2032% of the total share capital [1] - Shao Jingbo intends to reduce his holdings by up to 6,029 shares through centralized bidding, representing about 0.0054% of the total share capital [1] - The reduction period is set from June 2, 2025, to September 1, 2025 [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1][4][12] Core Views - The company has shown significant growth in Q1 2025, achieving a revenue of 558 million yuan, a year-on-year increase of 44%, and a net profit of 94 million yuan, up 74% year-on-year, both marking historical highs for the quarter [3][4] - The company is expected to benefit from favorable policies stimulating demand in the smart home and consumer electronics sectors, with the smart home segment growing by 30% [3][4] - The company is focusing on expanding its product boundaries with a strategy centered on "connection + processing," particularly in the AIoT SoC market, leveraging the increasing demand for RISC-V architecture products [5][4] Financial Summary - Revenue projections for 2025-2027 are set at 2.64 billion yuan, 3.38 billion yuan, and 4.22 billion yuan respectively, with corresponding net profits of 475 million yuan, 673 million yuan, and 899 million yuan [4][6] - The gross margin is expected to improve from 43.4% in Q1 2025 to 45.3% by 2027, while the net profit margin is projected to rise from 18.0% to 21.3% over the same period [6] - The company’s P/E ratios are forecasted to decrease from 51.5 in 2025 to 27.2 in 2027, indicating an attractive valuation as earnings grow [6][4]