责任编辑：安东 德邦科技今日盘中一度跌5.19%至40.57元。德邦科技公告称，国家集成电路基金因自身资金安排，拟通过集中竞价交易方 式、大宗交易方式减持其所持有的公司股份数量合计不超过426.72万股，即不超过公司总股本的3%。 ...

Group 1 - The core viewpoint of the news is that Debang Technology (688035) has shown significant financial growth in its latest quarterly report, with a notable increase in revenue and net profit [1] - As of August 5, 2025, Debang Technology's stock closed at 42.79 yuan, reflecting a 1.74% increase, with a trading volume of 30,400 lots and a transaction amount of 129 million yuan [1] - The company reported total operating revenue of 316 million yuan for the first quarter of 2025, representing a year-on-year growth of 55.71%, and a net profit attributable to shareholders of 27.14 million yuan, up 96.91% year-on-year [1] Group 2 - Debang Technology has made investments in 13 companies and participated in 38 bidding projects, indicating active engagement in business expansion [2] - The company holds 30 trademark registrations and 607 patents, showcasing its commitment to innovation and intellectual property [2] - Debang Technology has 24 administrative licenses, reflecting its compliance and operational capabilities within the industry [2]

减持计划系公司股东根据自身资金安排进行的减持，不会对公司治理结构、持续经营情况产生重大影 响。减持计划实施不会导致上市公司控制权发生变更。 德邦科技于2022年9月19日在上交所科创板上市，发行数量为3556.00万股，发行价格为46.12元/股，保 荐机构(主承销商)为东方证券承销保荐有限公司，保荐代表人为王国胜、崔洪军。该股目前处于破发状 态。 中国经济网北京8月6日讯德邦科技(688035.SH)昨日晚间披露《持股5%以上股东减持股份计划公告》。 根据公告，股东国家集成电路产业投资基金股份有限公司(以下简称"国家集成电路基金")因自身资金安 排，拟在减持计划披露的减持期间内，通过集中竞价交易方式、大宗交易方式减持其所持有的公司股份 数量合计不超过4,267,200股，即不超过公司总股本的3%。其中，通过集中竞价交易方式减持的股份总 数在任意连续90日内不超过公司总股本的1%，自公告披露之日起15个交易日之后的3个月内进行；通过 大宗交易方式减持的股份总数在任意连续90日内不超过公司总股本的2%，自公告披露之日起15个交易 日之后的3个月内进行。 截至公告披露日，国家集成电路基金持有德邦科技股份22,26 ...

| | | 8月5日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 中马传动 | 不涉及机器人业务 | | 项目投资 | 回盛生物 | 拟投资建设兽用原料药绿色设备技改项目 | | 中标合同 | 珠江钢琴 | 白水寨公司中标白水寨风景名胜区白水仙瀑景区经营权招选项目 | | 经营数据 | 牧原股份 | 7月商品猪销售收入116.39亿元 | | 股权收购 | 嵘泰股份 | 拟收购中山澳多51%股权 | | 回购 | 舜禹股份 | 已累计回购3.07%股份 | | 业绩 | 长虹华意 | 上半年净利润2.57亿元 同比增长13.42% | | 增减持 | 光格科技 | 股东基石创投、方广二期拟合计减持不超4.04%股份 | | | 道道全 | 兴创投资拟增持5000万元-1亿元公司股份 | | 其他 | 豪恩汽电 | 拟定增募资不超11.05亿元 用于投资豪恩汽电深圳产线扩建项目等 | | | 英联股份 | 子公司与某知名圆柱电池公司签署《战略合作协议》 に 簡屋に | 【热点】 上纬新材(688585.SH)：如未来公司股票价格进一步上涨，可能再次 ...

Shareholder Reduction - Chengdu Dijing and Zhuo Yuqing, shareholders of Ruidi Zhichu, plan to reduce their holdings by a total of no more than 2.52% [1] - Tongde Industrial, a shareholder of Foster, intends to reduce its holdings by no more than 32.5236 million shares [1] - Huizhou Junqiang, a shareholder of Green Precision, plans to reduce its holdings by no more than 1.238 million shares [1] - The National Integrated Circuit Fund, a shareholder of Debang Technology, plans to reduce its holdings by no more than 3% [1] - Zhang Lixin, chairman and core technical personnel of Chipeng Micro, intends to reduce his holdings by no more than 2.6262 million shares [1] - Qian Chunbo, director and deputy general manager of Chuhai Technology, plans to reduce his holdings by no more than 548,300 shares [1] - Tai'an Tai, a shareholder of Zhejiang Agricultural Shares, intends to reduce its holdings by no more than 3% [1] - UCM, a shareholder of Youde Precision, plans to reduce its holdings by no more than 1% [1] - Ruizhong Life Insurance, a shareholder of Tongzhou Electronics, intends to reduce its holdings by no more than 1% [1] - Guangdong Kechuang, a shareholder of Hongqiang Shares, plans to reduce its holdings by no more than 1% [1] Other Company News - Yibai Pharmaceutical received a "suspension of production and sales notice" from the Guizhou Provincial Drug Supervision Administration [1] - Zhongma Transmission is not involved in the robotics business [1]

Macro News - The State Council issued opinions on gradually promoting free preschool education, stating that from the fall semester of 2025, public kindergarten tuition fees for the last year will be waived [1] - Seven departments, including the central bank, jointly issued guidelines to support new industrialization, aiming for a mature financial system for high-end, intelligent, and green manufacturing by 2027 [1] - The National Health Commission and 16 departments released an implementation plan for the "Healthy China Action - Healthy Environment Promotion Action (2025-2030)", with goals to improve drinking water quality and health literacy by 2030 [1] - Regulatory authorities are intensifying efforts to combat market fraud by punishing third-party companies that assist in fraudulent activities for listed companies [1] Industry News - The China Electromechanical Products Import and Export Chamber urged photovoltaic companies to adhere to fair competition principles and control capacity expansion according to global market demand [2] - Trump announced plans to impose drug tariffs, starting small but potentially reaching 250% [2] - The Guizhou Provincial Market Supervision Administration held discussions with travel platform companies to enforce compliance with laws and maintain a fair market environment [2] Company News - Upstream New Materials announced that it may apply for a continuous suspension of trading if its stock price continues to rise [6] - The Shanghai Stock Exchange reported abnormal trading behaviors affecting market order related to Upstream New Materials, leading to account trading suspensions for certain investors [6] Global Market - Major US stock indices closed lower, with the Dow down 0.14%, Nasdaq down 0.65%, and S&P 500 down 0.49% [7] - WTI crude oil futures fell by 1.7% to $65.16 per barrel, while Brent crude oil futures dropped by 1.63% to $67.64 per barrel [8] - COMEX gold futures rose by 0.25% to $3435 per ounce, and silver futures increased by 1.36% to $37.835 per ounce [9] New Stock Information - New stock HanSang Technology (301491) has an issue price of 28.91 with a PE ratio of 14.90, focusing on high-end audio products and solutions [10]

Group 1 - Daodaoquan's controlling shareholder plans to increase its stake in the company by 50 million to 100 million yuan [2] - Dongfang Materials' shareholder with over 5% stake plans to increase its holding to 10% [2] - A total of 28 A-share listed companies disclosed share reduction plans, including companies like Xingye Co., Zhejiang Wenyi, and Changlian Co. [1][2] Group 2 - Xingye Co.'s shareholder plans to reduce no more than 1% of its shares [2] - Zhejiang Wenyi's director plans to reduce no more than 0.0642% of the company's shares [2] - Changlian Co.'s shareholder intends to reduce up to 2.96% of the total share capital [2] Group 3 - Aored's shareholder plans to reduce no more than 3% of the company's shares [2] - Hangyu Technology's shareholders plan to reduce their holdings [2] - Chenxin Pharmaceutical's shareholder intends to reduce no more than 3% of the company's shares [2] Group 4 - Guangge Technology's shareholder plans to reduce no more than 4.04% of the shares [2] - Chipengwei's controlling shareholder plans to reduce no more than 2% of the company's shares [2] - Debang Technology's National Integrated Circuit Fund plans to reduce no more than 3% of the company's shares [2] Group 5 - Yujing Co.'s controlling shareholder reduced 1.7872 million shares on August 4 [2] - Hongqiang Co.'s Guangdong Kechuang plans to reduce no more than 1% of the shares [2] - Green Precision's shareholder plans to reduce no more than 0.2995% of the company's shares [2] Group 6 - Foster's shareholder plans to reduce no more than 1.25% of the company's shares [2] - Chuangye Huikang's Philips plans to reduce 3% of its shares [2] - Cheng Tian Wei Ye's shareholder reduced a total of 3.4186 million shares from July 21 to August 5 [2] Group 7 - Jiemete's multiple shareholders plan to reduce no more than 1.9053 million shares [2] - Ruidi Zhichu's shareholders plan to reduce no more than 2.5225% of the company's shares [2] - Tongzhou Electronics' shareholder plans to reduce no more than 1% of the company's shares [2] Group 8 - Xianfeng Electronics' supervisory board chairman plans to reduce no more than 0.04% of the company's shares [2] - Jushen Co. plans to reduce no more than 166.69 million repurchased shares [2] - New Equipment's largest shareholder has changed to Chang'an Huitong [2] Group 9 - Youde Precision's shareholders plan to reduce their holdings [2] - Zhejiang Agriculture's shareholder plans to reduce no more than 3% of the company's shares [2] - Defu Technology's employee strategic placement asset management plan reduced 4.028 million shares on August 4 [2] Group 10 - Shuangjie Electric's shareholders plan to reduce no more than 1.7% of the company's shares [2] - Zhiwei Intelligent's three executives plan to reduce no more than 47,000 shares [2] - Chuhuan Technology's director plans to reduce no more than 0.69% of the shares [2] - Huahong Technology's director plans to reduce no more than 2.33% of the shares [2]

Core Viewpoint - The announcement of a share reduction plan by the National Integrated Circuit Industry Investment Fund (referred to as "the Big Fund") for Debang Technology indicates ongoing adjustments in its investment strategy, following a previous reduction earlier this year [2][5]. Group 1: Share Reduction Details - The Big Fund plans to reduce its holdings in Debang Technology by up to 4.2672 million shares, which is no more than 3% of the total share capital of the company [2]. - The reduction will occur through two methods: a maximum of 1% via centralized bidding and up to 2% through block trading [2]. - As of August 5, the Big Fund held approximately 22.26 million shares of Debang Technology, accounting for 15.65% of the total shares [2]. Group 2: Stock Performance - Debang Technology's stock price has experienced significant volatility since its IPO, with a peak of 91.42 yuan per share on November 3, 2022, and a low of 23.23 yuan per share on September 18, 2024, representing a cumulative decline of 74.59% [3]. - The company's revenue growth rates for the years 2022 to 2024 were 58.9%, 0.37%, and 25.19%, while the net profit growth rates were 62.09%, -16.31%, and -5.36%, indicating a trend of increasing revenue without corresponding profit growth over the past two years [3]. Group 3: Future Performance Expectations - Debang Technology has projected revenue for the first half of 2025 to be between 687 million to 692 million yuan, reflecting a year-on-year growth of 48.39% to 49.47% [4]. - The expected net profit for the same period is estimated to be between 43 million to 47 million yuan, representing a year-on-year increase of 27.56% to 39.42% [4]. Group 4: Broader Context of the Big Fund's Actions - The Big Fund has been actively reducing its stakes in multiple A-share and H-share companies throughout the year, indicating a broader trend in its investment strategy [6]. - Prior to the current reduction in Debang Technology, the Big Fund had already reduced its holdings in the company by 3% between May 12 and June 19, 2025, at prices ranging from 37.11 to 41.05 yuan per share, totaling approximately 165 million yuan [5].

Group 1 - The core revenue composition of Debang Technology for the year 2024 is 99.85% from electronic packaging materials and 0.15% from other businesses [1] Group 2 - As of the announcement date, the National Integrated Circuit Industry Investment Fund holds approximately 22.26 million shares of Debang Technology, accounting for 15.65% of the total shares [3] - The National Integrated Circuit Fund plans to reduce its holdings by up to approximately 4.27 million shares, which is no more than 3% of the company's total share capital, through centralized bidding and block trading [3]

重要公告： 若羽臣：筹划发行H股股票并在香港联合交易所上市 山东海化：拟取得中盐碱业29%股权投资总额23.2亿元 牧原股份：7月销售商品猪收入116.39亿元同比下降10.41% 三江购物：与盒马公司签署的盒马鲜生业务合作协议到期后不再续签 三江购物（601116）公告，公司与关联方阿里巴巴（中国）有限公司所属的盒马（中国）有限公司（简 称"盒马公司"）签署的《盒马鲜生业务合作协议》，将于2026年3月31日到期，合作协议到期后不再续 签。为妥善安排员工工作，尽量减少对顾客购物的影响，公司将尽快与盒马公司商议涉及协议终止的相 关过渡及交接事宜，期间会对宁波盒马门店销售产生影响。 豪恩汽电：拟定增募资不超过11.05亿元用于豪恩汽电深圳产线扩建项目等 安车检测：控股股东变更为矽睿科技股票6日起复牌 沪市重要公告： 明志科技：就云内动力拖欠货款事项向法院提起诉讼 明志科技（688355）公告，公司就昆明云内动力股份有限公司（简称"云内动力"）拖欠货款事项向昆明 市官渡区人民法院（简称"法院"）提起诉讼，并于近日收到法院送达的《受理案件通知书》，涉案金额 合计3537.97万元。截至公告披露日，该案件已立案，尚未 ...