Group 1 - The core point of the announcement is the preliminary pricing for the share transfer of Transsion Holdings, set at 81.81 yuan per share [3][4]. - A total of 26 institutional investors participated in the pricing inquiry, including fund management companies, insurance companies, securities firms, private equity managers, and qualified foreign investors [4]. - The total number of shares effectively subscribed by participating institutional investors is 26,168,000, with a subscription multiple of approximately 1.15 times the transfer base price [4]. Group 2 - The total number of shares intended for transfer is 22,807,011, with 20 institutional investors preliminarily identified as the buyers [4]. - The share transfer does not involve any change in the company's control and will not affect its governance structure or ongoing operations [6].

Group 1: Enterprise SSD Market - The revenue of the top five enterprise SSD brands reached over $5.1 billion in Q2 2025, showing a quarter-over-quarter increase of 12.7% [2][3] - Samsung led the market with a revenue of $1,899 million, holding a market share of 34.6%, although it experienced a slight increase of 0.5% compared to the previous quarter [3] - SK Group (SK hynix + Solidigm) saw significant growth with a revenue increase of 47.1%, reaching $1,461.7 million and capturing a market share of 26.7% [3] Group 2: Smartphone Production - Global smartphone production reached 300 million units in Q2 2025, reflecting a quarter-over-quarter increase of approximately 4% and a year-over-year increase of 4.8% [4][5] - Oppo and Transsion brands contributed to the recovery in production after inventory adjustments, indicating a positive trend in the market despite ongoing economic challenges [4] Group 3: Micro LED Technology - The penetration of Micro LED technology in consumer electronics is accelerating, with significant products like the Garmin Fenix 8 Pro smartwatch expected to adopt this technology by 2025 [7] - The Micro LED chip market is projected to grow to $461 million by 2029, driven by the introduction of key products in various sectors [7] Group 4: Electric Vehicle Inverter Market - The global installation of electric vehicle traction inverters reached 7.66 million units in Q2 2025, marking a year-over-year increase of 19% [10] - Battery Electric Vehicles (BEVs) accounted for 52% of the installed inverters, surpassing hybrid vehicles for the second consecutive quarter [10]

Core Insights - TrendForce's latest research indicates that global smartphone production is expected to reach 300 million units in Q2 2025, reflecting a quarter-over-quarter and year-over-year growth of approximately 4% and 4.8% respectively, setting a positive tone for sequential growth throughout the year [1] Company Performance - Samsung remains the market leader with a production of approximately 58 million units, experiencing a quarter-over-quarter decline of 5% due to a slowdown in flagship model inventory [1] - Apple ranks second with a production of 46 million units, down 9% quarter-over-quarter, but still showing a year-over-year increase of 4% driven by the iPhone 16e [1] - Xiaomi, including its sub-brands Redmi and POCO, produced 42 million units, securing the third position [1] - Oppo, including OnePlus and realme, saw a significant quarter-over-quarter increase of 35% in production to 37 million units, ranking fourth [1] - Transsion, with brands TECNO, Infinix, and itel, produced 27 million units, reflecting a quarter-over-quarter increase of 33% and a year-over-year increase of 15.7%, placing it fifth [1] - Vivo, including iQOO, produced 26 million units, achieving an 8% quarter-over-quarter increase, ranking sixth [1] Market Trends - Despite ongoing macroeconomic challenges, the traditional peak season in the second half of the year, combined with e-commerce promotions, is expected to support moderate growth in smartphone production [1]

Group 1 - The company Transsion Holdings announced the preliminary inquiry transfer price of 81.81 yuan per share based on the inquiry subscription situation as of September 12, 2025 [2]

Group 1 - Yishitong plans to repurchase shares worth between 30 million to 55 million yuan at a price not exceeding 40.69 yuan per share, intended for employee stock ownership plans or equity incentives [1] - Guoyao Modern's subsidiary has received approval for a sodium bicarbonate injection to increase specifications and pass consistency evaluation [2] - Xinjing plans to reduce its shareholding by up to 1.2 million shares, accounting for 0.78% of the total share capital, between October 14, 2025, and January 13, 2026 [2] Group 2 - Jinfeikeda intends to apply for an additional credit limit of up to 60 million yuan from Jiangsu Financial Leasing [3] - Boshi Co. signed a project contract worth 235 million yuan with Guoneng Yulin Chemical for a three-year service period starting from October 31, 2025 [4] - Luan Energy reported a coal sales volume of 3.78 million tons in August, a decrease of 13.70% year-on-year [6] Group 3 - Shengnong Development achieved sales revenue of 1.857 billion yuan in August, a year-on-year increase of 19.11% [8] - Huading Co. plans to transfer 9.26% of its shares through public solicitation of transferees [10] - China Metallurgical Group's new contract amount from January to August decreased by 18.2% year-on-year, totaling 679.57 billion yuan [12] Group 4 - Longjing Environmental plans to invest approximately 3.99 billion yuan in the construction of a hydropower station project in the Democratic Republic of the Congo [14] - Longjing Environmental also plans to invest 2.391 billion yuan in an integrated energy station project, expected to be operational by the second quarter of 2026 [15] - Transsion Holdings has set the transfer price for its shares at 81.81 yuan per share, with a subscription rate of 1.15 times [17] Group 5 - Sinopec Oilfield Services won a bid for a natural gas pipeline project with a contract value of 858 million yuan [18] - Huaitian Thermal Power received a warning letter from the Liaoning Securities Regulatory Bureau for information disclosure violations [20] - China Nuclear Engineering signed new contracts totaling 96.633 billion yuan as of August [22] Group 6 - Shanghai Mechanical plans to publicly transfer 67% of its stake in Simic Welding Materials, with an estimated value of 291 million yuan [24] - Zhongke Environmental appointed Tang Xia as the new deputy general manager [26] - Baiyang Pharmaceutical signed a strategic cooperation agreement with Jikun Pharmaceutical for a drug project [28] Group 7 - Jinsong New Materials received a warning letter from the Zhejiang Securities Regulatory Bureau for fundraising irregularities [27] - Weitang Industrial obtained a national invention patent for a battery tray welding deformation control device [29] - Dongsoft Carrier secured two national invention patents related to energy management and voltage regulation circuits [30] Group 8 - Lian De Equipment won a bid for the BOE AMOLED production line project with a total amount of 201 million yuan [31] - Jingjiawei signed a strategic cooperation agreement with Anchaoyun to develop high-performance cloud desktop solutions [32] - Chuaning Biological received approval for a 1 billion yuan medium-term note registration [34] Group 9 - Jifeng Co. plans to reduce its shareholding by up to 2% through block trading [36] - Taihe Intelligent plans to transfer 5.79% of its shares to Sunshine New Energy Development Co., Ltd. [36] - Yangmei Chemical will change its stock name to "Luhua Technology" starting September 17, 2025 [38] Group 10 - ST Songfa's subsidiary signed contracts for the construction of four container ships, with a total value of approximately 300 to 500 million USD [40] - Green Energy Huichong plans to establish a joint venture with Xianyang Economic Development Group with a registered capital of 250 million yuan [42] - Baiyao Tai received a milestone payment of 5.4 million USD from Intas Pharmaceuticals [38]

深圳市传音投资有限公司（以下简称"出让方"）保证向深圳传音控股股份 有限公司（以下简称"传音控股"、"公司"）提供的信息内容不存在任何虚假记 载、误导性陈述或者重大遗漏，并对其真实性、准确性和完整性依法承担法律责 任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 根据 2025 年 9 月 12 日询价申购情况，初步确定的本次询价转让价格为 81.81 元/股。 证券代码：688036 证券简称：传音控股 公告编号：2025-023 深圳传音控股股份有限公司 股东询价转让定价情况提示性公告 二、风险提示 （一）本次询价转让受让方及受让股数仅为初步结果，尚存在拟转让股份被 司法冻结、扣划等风险。询价转让的最终结果以中国证券登记结算有限责任公司 上海分公司最终办理结果为准。 （二）本次询价转让不涉及公司控制权变更，不会影响公司治理结构和持续 一、本次询价转让初步定价 （一）经向机构投资者询价后，初步确定的转让价格为 81.81 元/股。 （二）参与本次询价转让报价的机构投资者家数为 26 家，涵盖了基金管理 公司、保险公司、证券公司、私募基金管理人和合格境外投资者等专业机构 ...

Core Viewpoint - Transsion Holdings (688036.SH) announced a preliminary inquiry transfer price of 81.81 CNY per share based on the inquiry subscription situation as of September 12, 2025 [1] Summary by Categories Inquiry Transfer Details - A total of 26 institutional investors participated in the bidding, with a combined effective subscription of 26,168,000 shares [1] - The proposed transfer shares have been fully subscribed, with a preliminary determination of 20 institutional investors as the transferees [1] - The total number of shares to be transferred is 22,807,011 shares [1]

Group 1 - The core point of the announcement is that Transsion Holdings has set the initial inquiry transfer price at 81.81 yuan per share based on the inquiry subscription situation as of September 12, 2025 [1] - A total of 26 institutional investors participated in the inquiry transfer, with a combined effective subscription of 26.168 million shares [1] - The shares intended for transfer have been fully subscribed, with the preliminary determination of 20 institutional investors as the transferees, who will acquire a total of 22.807 million shares [1]

Group 1 - The Guozheng Communication Index decreased by 1.94% as of September 12, 2025, with mixed performance among constituent stocks, led by Jinxin Technology with a rise of 15.21% [1] - The Communication ETF (159695) experienced a weekly increase of 11.88% as of September 11, 2025, ranking first among comparable funds [1][3] - The Communication ETF's latest scale reached 297 million yuan, marking a one-year high and also ranking first among comparable funds [3] Group 2 - The 26th China International Optoelectronic Expo took place from September 10 to 12, 2025, featuring over 3,800 global optoelectronic companies and focusing on key areas such as information communication and laser technology [4] - The communication industry showed positive growth in the first half of the year, with revenue and profit growth rates rebounding, particularly in the optical components and modules sector [4] - The top ten weighted stocks in the Guozheng Communication Index accounted for 64.43% of the index, with notable companies including Zhongji Xuchuang and ZTE [5][7]

Group 1 - The core point of the article is that Transsion Holdings, a mobile phone manufacturer, experienced a 7% decline in stock price following the announcement of its controlling shareholder's plan to transfer 2% of its shares through an inquiry [1] Group 2 - The stock price drop indicates market reaction to potential changes in ownership structure, which may affect investor confidence [1] - The planned share transfer could signal a strategic shift or liquidity event for the controlling shareholder [1] - The overall impact on Transsion Holdings' market position and future performance remains to be seen, depending on investor sentiment and market conditions [1]