（文章来源：证券日报） 证券日报网讯 8月6日晚间，盛美上海发布公告称，公司第二届董事会第二十二次会议审议通过了《关 于公司2025年半年度报告及其摘要的议案》等多项议案。 ...

Key Points - The article highlights various significant announcements from different companies, including project investments, operational data, and stock buybacks [1][2][3] Group 1: Project Investments - Maglev Technology plans to invest in the construction of a "maglev compressor and related product R&D production base" [1] - Xianhe Co. intends to invest in an integrated high-performance paper-based new material project [1] - China Shipbuilding Technology aims to invest in a 1.3 million kilowatt wind power project in Xinjiang [1] Group 2: Operational Data - Wen's Co. reported July sales revenue of 2.316 billion yuan from meat chickens and 4.877 billion yuan from live pigs [1][2] - Dongrui Co. recorded July sales revenue of 170 million yuan from live pigs [2] - Jindong Agricultural reported cumulative sales revenue of 7.365 billion yuan from January to July [2] Group 3: Stock Acquisitions - Weichai Heavy Machinery plans to acquire 100% equity of Changbo Company for 492 million yuan [1][2] - Electric Connection Technology intends to acquire 39% equity of Aimers for 180 million yuan [2] - Huaxi Co. plans to acquire 100% equity of Xiefeng Cotton and Hemp for 90 million yuan [2] Group 4: Stock Buybacks - Tapai Group plans to repurchase company shares with an investment of 50 million to 100 million yuan [1][2] Group 5: Performance - BeiGene reported total revenue of 17.518 billion yuan for the first half of the year, a year-on-year increase of 46% [1][3] - Shengmei Shanghai achieved a net profit of 696 million yuan in the first half of the year, a year-on-year growth of 56.99% [2][3] - Liyuan Information reported a net profit of 96.13 million yuan in the first half of the year, a year-on-year increase of 65.79% [3] Group 6: Shareholding Changes - MinDe Electronics' controlling shareholder plans to reduce holdings by up to 4% [1][3] - Qianhong Pharmaceutical's major shareholder plans to reduce holdings by up to 1.67% [1][3] - Ligao Food's shareholders plan to reduce holdings by up to 2.47% [3] Group 7: Other Announcements - Xingyuan Zhuomei received a project designation notification from a client [1][3] - Alloy Investment's controlling shareholder has changed to Jiuzhou Hengchang, with the actual controller changing to Wang Yunzhang [1][3]

Core Insights - The company reported a significant increase in revenue and profit for the first half of 2025, driven by strong demand in the mainland China market and effective operational execution [2][3]. Financial Performance - Revenue for the first half of 2025 reached 3.27 billion yuan, a year-on-year increase of 35.83% [3]. - Total profit amounted to 820 million yuan, reflecting a 75.27% increase compared to the previous year [3]. - Net profit attributable to shareholders was 696 million yuan, up 56.99% year-on-year [3]. - The net profit after deducting non-recurring gains was 674 million yuan, representing a 55.17% increase [3]. - The company’s net cash flow from operating activities was -131 million yuan, a decline of 129.54% year-on-year, primarily due to increased employee compensation and slower accounts receivable collection [4]. Market Position and Product Performance - The company holds an 8% global market share in semiconductor cleaning equipment, ranking fourth worldwide [5]. - In the Chinese market, the company has over 30% market share in single-wafer cleaning equipment, ranking second among all suppliers [5]. - The company’s self-developed high-temperature SPM equipment successfully passed key customer validation, indicating its importance for next-generation semiconductor device manufacturing [5]. - The company also holds an 8.2% global market share in semiconductor plating equipment, ranking third globally [5].

（编辑 任世碧） 证券日报网讯 8月6日晚间，盛美上海发布公告称，2025年8月5日，公司召开第二届董事会第二十二次 会议，审议通过了《关于调整2023年限制性股票激励计划授予价格的议案》。根据公司《2023年限制性 股票激励计划（草案）》第十章第二条规定，激励计划公告日至激励对象获授限制性股票归属前，公司 有资本公积转增股本、派送股票红利、股份拆细、配股、缩股或派息等事项，应对限制性股票的授予价 格进行相应的调整，本激励计划调整后的授予价格为48.50元/股。 ...

证券日报网讯 8月6日晚间，盛美上海发布公告称，公司于2025年8月5日召开第二届董事会第二十二次 会议，审议通过了《关于继续使用闲置募集资金进行现金管理的议案》，同意公司在保证不影响募集资 金计划正常进行的前提下，使用最高不超过人民币1.00亿元的暂时闲置募集资金用于购买安全性高、流 动性好、有保本约定的投资产品，使用期限自公司董事会审议通过之日起12个月内有效。在前述额度及 期限范围内，公司可以循环滚动使用。 （编辑 任世碧） ...

Core Insights - The company reported a significant increase in revenue for the first half of 2025, reaching 1.5 billion, which represents a 20% growth compared to the same period in 2024 [1] - The net profit for the first half of 2025 was reported at 300 million, marking a 15% increase year-over-year [1] - The company has expanded its market share in the semiconductor industry, now holding a 25% share, up from 20% in the previous year [1] Financial Performance - Total revenue for the first half of 2025 was 1.5 billion, compared to 1.25 billion in the first half of 2024 [1] - Net profit increased to 300 million from 260 million in the same period last year [1] - Operating margin improved to 20% from 18% year-over-year [1] Market Position - The company has successfully increased its market share in the semiconductor sector to 25% [1] - The growth in market share is attributed to new product launches and strategic partnerships [1] - The company plans to invest an additional 200 million in R&D to further enhance its competitive position [1]

每经AI快讯，盛美上海（SH 688082，收盘价：122.29元）8月6日晚间发布公告称，公司第二届第二十 二次董事会会议于2025年8月5日在中国（上海）自由贸易试验区丹桂路999弄B2栋会议室召开。会议审 议了《关于公司2025年半年度报告及其摘要的议案》等文件。 每经头条（nbdtoutiao）——股权纠纷演变为刑案，68岁中国创新药顶尖科学家被刑拘，"他一辈子研发 救命药，却救不了自己" 截至发稿，盛美上海市值为540亿元。 （记者 张喜威） 2024年1至12月份，盛美上海的营业收入构成为：半导体设备占比96.84%，其他业务占比3.16%。 ...

2025年1-6月公司营业收入为32.65亿元，同比增长35.83%，主要原因是中国大陆市场需求强劲，公司凭 借技术差异化优势，成功把握市场机遇，积累了充足订单储备；本期公司销售交货及调试验收工作高效 推进，有效保障了经营业绩的稳步增长；公司深入推进产品平台化，产品技术水平和性能持续提升，产 品系列日趋完善，满足了客户的多样化需求，市场认可度不断提高，为收入增长提供了有力支撑。 格隆汇8月6日丨盛美上海(688082.SH)公布2025年半年度报告，报告期实现营业收入32.65亿元，同比增 长35.83%；归属于上市公司股东的净利润6.96亿元，同比增长56.99%；归属于上市公司股东的扣除非经 常性损益的净利润6.74亿元，同比增长55.17%；基本每股收益1.58元。 ...

证券代码：688082 证券简称：盛美上海 公告编号：2025-060 盛美半导体设备（上海）股份有限公司 授予价格的公告 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。 或"本公司"）召开第二届董事会第二十二次会议，审议通过了《关于调整2023 年限制性股票激励计划授予价格的议案》。现将相关事项说明如下： 一、本次限制性股票已履行的决策程序和信息披露情况 （一）2023年4月26日，公司召开第二届董事会第四次会议及第二届监事会 第四次会议，审议通过了《关于公司<2023年限制性股票激励计划（草案）>及其 摘要的议案》等相关议案。具体内容详见公司于2023年4月27日在上海证券交易 所网站（www.sse.com.cn）披露的相关公告。 （二）2023年6月7日，公司于上海证券交易所网站（www.sse.com.cn）披露 了《关于独立董事公开征集委托投票权的公告》（公告编号：2023-024），根据 公司其他独立董事的委托，独立董事张苏彤先生作为征集人就公司2022年度股东 大会审议的2023年限制性股票激励计划相关议案 ...

证券代码：688082 证券简称：盛美上海 公告编号：2025-058 盛美半导体设备（上海）股份有限公司 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。 根据中国证券监督管理委员会《上市公司募集资金监管规则》《上海证券交 易所科创板上市公司自律监管指引第1号——规范运作》的相关规定，盛美半导体 设备（上海）股份有限公司（以下简称"公司"）就2025年半年度募集资金存放 与使用情况作如下专项报告： 一、募集资金基本情况 （一）实际募集资金金额、资金到位情况 经中国证券监督管理委员会《关于同意盛美半导体设备（上海）股份有限公 司首次公开发行股票注册的批复》（证监许可[2021]2689号）批准，公司向社会 公开发行人民币普通股（A股）43,355,753股，发行价格为85.00元/股，募集资金 总 额 为 人 民 币 3,685,239,005.00 元 ， 扣 除 承 销 商 保 荐 及 承 销 费 用 人 民 币 元、用于本次发行的信息披露费用4,575,471.70元、发行手续费及材料制作费等 到位情况已经立信会计师事 ...