大唐发电：上半年上网电量同比增长1.30% 7月17日晚，大唐发电（601991）发布公告称，截至2025年6月30日，公司及子公司累计完成上网电量约 1239.93亿千瓦时，同比上升1.30%。其中，风电和光伏上网电量同比分别增长31.27%和36.35%。 资料显示，大唐发电成立于1994年12月，主营业务是以火电为主的发电。 所属行业：公用事业–电力–火力发电 所属行业：有色金属–小金属–钼 微芯生物：上半年净利润预增35% 7月17日晚，微芯生物（688321）发布2025年上半年业绩预告，公司预计上半年实现营业收入4.07亿 元，同比增长35%；预计实现归属于母公司所有者的净利润约3006万元，同比增加173%，同比扭亏为 盈。 资料显示，微芯生物成立于2001年3月，主营业务是药物技术开发、相关成果商业应用。 7月17日晚，北自科技（603082）发布公告称，公司与巨石集团淮安有限公司签订了《设备采购合 同》，合同总金额为1.64亿元。 资料显示，北自科技成立于2002年10月，主营业务是智能物流系统和装备的研发、设计、制造与集成业 务。 所属行业：机械设备–自动化设备–其他自动化设备 金钼股份： ...

Core Viewpoint - The company Meidi Kai announced plans to acquire 100% equity of Haisholi Optoelectronic Technology (Suzhou) Co., Ltd. and INNOWAVE VIETNAM CO., LTD for approximately $2.1947 million to enhance its ultra-thin optical film filter business and integrate into the Samsung supply chain [1][2]. Group 1: Acquisition Details - The acquisition involves purchasing Haisholi for 2 billion KRW (approximately $1.4631 million) and INNOWAVE VIETNAM for 1 billion KRW (approximately $731,600) [1]. - Both target companies are critical in the ultra-thin optical film filter business, with Haisholi focusing on upstream optical production and INNOWAVE VIETNAM handling downstream printing and precision cutting, indicating a synergistic relationship [1][2]. Group 2: Financial Performance - Both companies are currently operating at a loss, with Haisholi reporting revenues of 36.9314 million yuan and 7.3365 million yuan for 2024 and the first five months of 2025, respectively, and net losses of -7.2785 million yuan and -8.8663 million yuan [2]. - INNOWAVE VIETNAM reported revenues of 36.3744 million yuan and 7.1466 million yuan for the same periods, with net losses of -18.6644 million yuan and -11.4457 million yuan [2]. Group 3: Strategic Significance - Despite the short-term losses, the company views the acquisition as strategically significant, as INNOWAVE VIETNAM is already part of the Samsung supply chain, allowing direct access to Samsung and filling a gap in the ultra-thin optical film filter sector [2][3]. - Post-acquisition, the company plans to optimize its supply chain by eliminating intermediaries, which will reduce costs and improve efficiency [2][3]. Group 4: Industry Context - The optical optoelectronic and semiconductor sectors in South Korea are globally significant, making it a core market for the company's overseas expansion [3]. - The integration of the Vietnamese factory will provide an overseas production base, further advancing the company's international strategy [3]. Group 5: Operational Improvement Plans - The company has developed a "turnaround plan" for the target companies, which includes personnel restructuring, equipment upgrades, and capacity optimization to enhance operational efficiency [3]. - Market analysis suggests that if the integration is successful, the company could leverage the Samsung supply chain and overseas production capabilities to unlock new growth opportunities [3].

Group 1 - The Chinese government is promoting high-level opening-up and aims to maintain global supply chain stability, encouraging collaboration among countries [5] - The Ministry of Commerce has issued a notice to implement tax incentives for foreign investors reinvesting profits in China, aiming to stabilize investment expectations and reduce costs [5] - The National Energy Administration reported a record high in national electricity load, reaching 15.06 billion kilowatts, indicating a critical period for energy supply during peak summer [6] Group 2 - Seven major potassium fertilizer companies have jointly announced an initiative to increase supply and reduce prices, aiming to stabilize market expectations and return prices to reasonable levels [6][7] - The Henan provincial government has introduced policies to support mergers and acquisitions for listed companies, focusing on high-quality industrial development and resource allocation [7] - NVIDIA's CEO highlighted that China's open-source AI is catalyzing global AI innovation, with numerous projects utilizing NVIDIA's Omniverse platform for digital twin applications [8] Group 3 - Tesla's Model Y L, a luxury electric SUV, is set to be delivered in the fall, with significant specifications including a length of approximately 5 meters and a wheelbase exceeding 3 meters [11] - Postal Savings Bank plans to invest 10 billion yuan to establish a financial asset investment company [12] - Jinggong Steel Structure has signed a 550 million yuan project contract for the Jeddah Stadium and surrounding sports village, intended for the FIFA World Cup [13] Group 4 - Nvidia is expected to begin selling H20 chips in the Chinese market, indicating a strategic move to enhance its presence in the region [26]

Group 1 - Meidi Kai plans to acquire 100% equity of Haisholi and INNOWAVE VIETNAM for a total of 2 billion KRW, entering Samsung's supply chain and filling gaps in its ultra-thin optical film business [3] - Tuo Xin Pharmaceutical will invest 10 million CNY in Jiangsu Jinsan Biotechnology, acquiring a 1.75% stake, as Jinsan has successfully produced high-purity ergothioneine [4] - Zhejiang Energy Power reported a 4.48% increase in power generation to 78.848 billion kWh in the first half of the year, driven by rising electricity demand in Zhejiang province [5] Group 2 - Anker Innovation is researching overseas share issuance to enhance its global strategy and brand image, with no specific plan confirmed yet [6] - *ST Chuangxing announced a change in actual controller to Wang Xiangrong after a judicial auction of shares [7] - Hosheng Silicon Industry's controlling shareholder plans to transfer 5.08% of its shares for 2.634 billion CNY [8] Group 3 - Wuchan Zhongda's subsidiary plans to acquire 100% equity of South Taihu Technology for 1.457 billion CNY, aiming to strengthen its position in the cogeneration sector [9] - Postal Savings Bank intends to invest 10 billion CNY to establish a financial asset investment company, supporting technological innovation and private enterprises [10] - *ST Huawang plans to purchase 55.5% equity of Niwei Power for a total of approximately 6.01 billion CNY, focusing on the development of high-pressure fuel tank systems for hybrid vehicles [11] Group 4 - Tiande Yu expects a 50.89% increase in net profit to 152 million CNY in the first half of 2025, driven by growth in display driver chips [14] - Pinming Technology anticipates a net profit increase of 231.79% to 340 million CNY in the first half of 2025, attributed to growth in construction information software [15] - *ST Jinglun forecasts a loss of 19 to 22 million CNY in the first half of 2025, despite a 23.5% revenue increase [16] Group 5 - Jindi Co. signed an industrial project investment contract with the government for no less than 1.5 billion CNY to expand its market in Southwest China [17] - Baiyun Electric is expected to win a procurement project from the State Grid worth 164 million CNY [18] Group 6 - Fulei New Materials plans to reduce its stake by up to 1.33% through trading [19] - Yaxin Security's shareholders plan to collectively reduce their stake by up to 3% [20] - Zhongchong Co.'s controlling shareholder plans to reduce its stake by up to 1.5% [21] Group 7 - Huayuan Holdings intends to repurchase shares worth 20 to 40 million CNY for employee stock ownership plans [24] - Taiji Group plans to repurchase shares worth 80 to 120 million CNY, all for cancellation [25] Group 8 - Fengshen Co. plans to raise up to 1.1 billion CNY through a private placement for a tire expansion project [26] - Shangwei Co. plans to raise up to 1.144 billion CNY through a private placement to enhance its capabilities [27] - Shanggao Environmental plans to raise up to 718 million CNY through a private placement for working capital and debt repayment [28]

Mergers and Acquisitions - Meidike plans to acquire 100% equity of Haishuo Optical Technology (Suzhou) Co., Ltd. for 2 billion KRW and 100% equity of INNOWAVE VIETNAM CO., LTD. for 1 billion KRW, totaling approximately 219.47 million USD [1] - Wuchan Zhongda's subsidiary Zhejiang Wuchan Environmental Energy Co., Ltd. intends to acquire 100% equity of Huzhou South Taihu Power Technology Co., Ltd. for 1.457 billion CNY [2] Earnings Disclosure - Tiande Yu expects total revenue of 1.208 billion CNY for the first half of 2025, a year-on-year increase of 43.35%, with net profit attributable to shareholders expected to be 152 million CNY, up 50.89% [3] - Pinming Technology anticipates net profit attributable to shareholders for the first half of 2025 to be between 28 million and 34 million CNY, representing a year-on-year increase of 231.79% to 302.89% [4] - Beiding Co., Ltd. reported a total revenue of 432 million CNY for the first half of 2025, a year-on-year increase of 34.05%, with net profit attributable to shareholders of 55.83 million CNY, up 74.92% [5] Shareholding Changes - Zhongtie Assembly's shareholder Sun Zhiqiang increased his shareholding by 950,000 shares, raising his ownership from 20.693% to 21.080%, totaling 2.7323 million shares acquired since the announcement of the buyback plan [6] - Chaozhuo Aerospace's shareholder Hangzheng Science and Technology plans to reduce its stake by up to 3%, amounting to no more than 268,810 shares [7] - Fulai New Materials' shareholder plans to reduce its stake by up to 1.33%, not exceeding 376,250 shares [8] Legal Matters - The shares held by major shareholder Wen Jianping of Bihuiyuan, totaling 37.4495 million shares, will be publicly auctioned on August 4-5, 2025 [10]

Company Focus - Postal Savings Bank plans to invest 10 billion yuan to establish China Post Financial Asset Investment Co., Ltd [2] - Anker Innovation is currently researching and evaluating equity financing in the Hong Kong capital market [2] - Hoshine Silicon Industry's controlling shareholder intends to transfer 5.08% of the company's shares to Xiao Xiukun for a total price of 2.634 billion yuan [2] - Shantui Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange [2] Investment & Contracts - Jindi Co., Ltd. signed an industrial project investment contract with the Bishan District government for no less than 1.5 billion yuan [2] - Tuoxin Pharmaceutical intends to increase capital by 10 million yuan in Jingsan Biological, which has achieved the preparation of high-purity ergotamine [2] Equity Changes - Wuchan Huaneng plans to acquire 100% equity of Nantah Lake Technology for 1.457 billion yuan [3] - A shareholder of Aisecurity plans to reduce their holdings by no more than 3% of the company's shares [2] Performance & Earnings - Tiande Yu expects a net profit of 152 million yuan for the first half of the year, a year-on-year increase of 50.89% [4] - Pinming Technology anticipates a year-on-year net profit increase of 232%-303% for the first half of 2025 [4] Contracts & Project Wins - Pinggao Electric won a project from the State Grid with a total amount of approximately 1.45 billion yuan [4] Financing & Capital Increase - Shangwei Co., Ltd. plans to issue shares to its controlling shareholder Fuhua Chemical to raise no more than 1.144 billion yuan [2] Stock Price Movements - Zhongchen Technology's revenue from humanoid robot-related products accounts for no more than 1% of total revenue [2]

Group 1 - Meidi Technology plans to acquire 100% equity of Haisholi and INNOWAVE VIETNAM for a total of 2 billion KRW, which is approximately 219.47 million USD, allowing direct entry into Samsung's supply chain [3] - Toxin Pharmaceutical will increase its investment in Jiangsu Jinsan Biotechnology by 10 million CNY, acquiring a 1.75% stake, as Jinsan has successfully produced high-purity ergot sulfur [4] - Zhejiang Energy Power reported a power generation of 78.848 billion kWh in the first half of the year, a year-on-year increase of 4.48%, attributed to increased electricity demand in Zhejiang province [5] Group 2 - Tiande Yu expects a net profit of 152 million CNY for the first half of 2025, a year-on-year increase of 50.89%, driven by the growth in high-refresh-rate mobile display driver chips [7] - Pinming Technology anticipates a net profit increase of 231.79% to 302.89% for the first half of 2025, due to growth in building information software revenue and effective cost control [8] - *ST Jinglun expects a loss of 19 to 22 million CNY in the first half of 2025, despite a 23.5% increase in revenue to approximately 83 million CNY, as overall gross profit is insufficient to cover expenses [9] Group 3 - Jindi Co. signed an industrial project investment contract with the government of Bishan District, with a total investment of no less than 1.5 billion CNY [11] - Baiyun Electric is expected to win a procurement project from the State Grid worth 164 million CNY, which represents 3.28% of the company's audited revenue for 2024 [13] Group 4 - Fulei New Materials' shareholder plans to reduce its stake by up to 1.33%, amounting to a maximum of 3.7625 million shares [15] - Wind God Co. plans to raise no more than 1.1 billion CNY through a private placement for a project aimed at enhancing the capacity and efficiency of high-performance giant engineering tires [17]

证券代码：688079 证券简称：美迪凯 公告编号：2025-024 杭州美迪凯光电科技股份有限公司 关于收购海硕力光电技术（苏州）有限公司 和 INNOWAVE VIETNAM CO.,LTD 两家公司 100%股权的公告 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： ●杭州美迪凯光电科技股份有限公司（以下简称"美迪凯"、"公司"）拟以 20 亿韩元（换算成美元 USD1,463,100 元，系根据 2025 年 6 月平均汇率，采用首尔 外汇中介株式会社公告的买卖基准率(1USD=1,366.95KRW)换算，下同）收购 KEM TECH CORP.（以下简称"KEM TECH"）持有的海硕力光电技术（苏州）有限公司（以下简 称"海硕力"）100%股权。（以下简称"交易一"） 同时，美迪凯拟通过下属全资子公司MDK KOREA CO.,LTD.（以下简称"MDK KOREA"） 以 10 亿韩元（换算成美元 USD731,600 元）收购 INNOWAVE CO.,LTD.（以下简称 "INNOWAV ...

《科创板日报》16日讯，美迪凯(688079.SH)公告称，公司拟以20亿韩元收购KEM TECH CORP.持有的 海硕力光电技术（苏州）有限公司（以下简称"海硕力"）100%股权。同时，公司拟通过下属全资子公 司MDK KOREA CO.,LTD.以10亿韩元收购INNOWAVE CO.,LTD.持有的INNOWAVE VIETNAM CO.,LTD.（以下简称"INNOWAVE VIETNAM"）100%股权。以上两项交易，合计总金额为219.47万美 元。海硕力与INNOWAVE VIETNAM，是超薄光学软膜滤光片业务前后道加工的关联企业（拥有共同 间接持股大股东）。INNOWAVE VIETNAM已进入国际知名品牌三星的供应链，通过以上两家标的公 司的收购，公司可直接进入三星供应链。同时，标的公司的产品与技术有效填补了公司在超薄光学软膜 滤光片业务的空白。 美迪凯：拟20亿韩元收购海硕力、INNOWAVE VIETNAM100%股权 ...

决议议案，经现场会议和网络投票的股东（包括股东代理人） 所持表决权的 2/3 以上表决通过；其余议案均为普通决议议案； | 证券代码：688079 公告编号：2025-019 证券简称：美迪凯 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 杭州美迪凯光电科技股份有限公司 | | | | | | | | 本公司董事会及全体董事保证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： | | | | | | | | ? 本次会议是否有被否决议案：无 | | | | | | | | 一、 会议召开和出席情况 | | | | | | | | （一） 股东大会召开的时间：2025 年 6 月 | 27 日 | | | | | | | （二） 股东大会召开的地点：浙江省嘉兴市海宁市长安镇新潮路 15 号 | | | | | 浙江美 | | | 迪凯光学半导体有限公司会议室 | | | | | | | | （三） 出席 ...