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 ...

Core Viewpoint - The National Integrated Circuit Industry Investment Fund (referred to as "National Fund") plans to reduce its stake in Debang Technology by up to 4,267,200 shares, accounting for 3% of the company's total share capital, which is seen as a normal investment exit behavior with limited market impact [1][2]. Group 1: Company Performance - Debang Technology expects to achieve an operating income of 687 million to 692 million yuan in the first half of 2025, representing a year-on-year growth of 48.39% to 49.47% [1]. - The company anticipates a net profit attributable to shareholders of 43 million to 47 million yuan, with a year-on-year increase of 27.56% to 39.42% [1]. - The growth in performance is attributed to two main factors: continuous optimization of product structure and favorable industry conditions [1]. Group 2: Strategic Moves - Debang Technology has completed the acquisition and integration of Suzhou Taijino, which will be included in the consolidated financial statements starting February 2025 [2]. - This strategic acquisition enhances the company's technical strength in the electronic materials sector and has contributed significantly to its performance in the first half of the year [2]. - The acceleration of domestic semiconductor material production is expected to further open up growth opportunities for Debang Technology in the advanced packaging materials sector [2].

每经记者｜范芊芊 每经编辑｜董兴生 并购重组 嵘泰股份：拟以2.88亿元收购中山澳多51%股权 嵘泰股份公告称，公司拟使用自有资金2.88亿元收购中山市澳多电子科技有限公司（以下简称"中山澳 多"）51%股权，交易完成后，中山澳多将成为公司的控股子公司。本次交易构成关联交易，不构成重 大资产重组。交易价格以专业独立的第三方资产评估机构的评估价值为定价依据，并经双方协商一致确 定。 钧崴电子：全资子公司拟以26亿日元收购Flat Electronics Co.,Ltd.100%股权 海光信息：上半年归母净利润12.01亿元，同比增长41% 海光信息公告称，2025年上半年营业收入54.64亿元，同比增长45.21%；归母净利润12.01亿元，同比增 长40.78%。 东睦股份：上半年归母净利润为2.61亿元，同比增长37.61% 东睦股份公告称，上半年营业收入为29.30亿元，同比增长24.51%；归母净利润为2.61亿元，同比增长 37.61%。 中科曙光：上半年归母净利润同比增长29.89% 中科曙光发布业绩快报，上半年营业总收入为58.54亿元，同比增长2.49%；归属于上市公司股东的净利 润为7.31亿 ...

证券代码：688035 证券简称：德邦科技 公告编号：2025-049 烟台德邦科技股份有限公司 截至本公告披露日，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"）持有烟台德邦科技股份有限公司（以下简称"德邦科技"或 "公司"）股份 22,261,054 股，占公司股份总数 15.65%。 前述股份来源于公司首次公开发行前持有的股份，且已于 2023 年 9 月 19 日解除限售并上市流通。 减持计划的主要内容 国家集成电路基金因自身资金安排，拟在本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%，自本公告披露之日起 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%，自本公告披露之日起 15 个交易日之后的 3 个月 内进行。 | 股东名称 | 国家集成电路产业投资基金股份有限公司 | | | | --- | --- | --- | ...

Core Viewpoint - The National Integrated Circuit Fund plans to reduce its holdings in Debang Technology (688035.SH) by up to 4,267,200 shares, representing no more than 3% of the company's total share capital due to its own financial arrangements [1] Summary by Category - **Company Actions** - The National Integrated Circuit Fund intends to reduce its stake in Debang Technology through centralized bidding and block trading methods [1] - **Shareholding Details** - The total number of shares to be reduced is capped at 4,267,200 shares, which equates to a maximum of 3% of the company's total share capital [1]