7月7日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者参 考。 【品大事】 斯康达：公司董事长兼总经理李月杰和董事朱春城被采取刑事强制措施 工业富联二季度净利润预增约五成 工业富联(601138)发布2025年半年度业绩预告，预计上半年实现归母净利润119.58亿元—121.58亿元， 同比上升36.84%到39.12%；预计第二季度实现归母净利润67.27亿元到69.27亿元，同比上升47.72%— 52.11%，均创下同期历史新高。业绩大幅增长主要得益于AI相关业务的爆发，在第二季度AI服务器营 收同比增长超过60%，800G交换机营收达2024全年的3倍。 华友钴业：上半年净利同比预增55.62%到67.59% 瑞斯康达(603803)公告，7月5日，公司收到相关人员家属通知，因涉嫌违规披露、不披露重要信息罪， 根据《中华人民共和国刑事诉讼法》第八十二条的规定，北京市公安局朝阳分局决定对公司董事长兼总 经理李月杰和董事朱春城采取刑事强制措施，其中朱春城已被取保候审。经与有关部门了解，上述涉嫌 违规披露、不披露重要信息事项与2023年9月中国证监会对公司做出的行政处罚系同 ...

Group 1 - The company expects to achieve operating revenue between 540 million and 580 million yuan for the first half of 2025, representing an increase of 206.145 million to 246.145 million yuan, or a year-on-year growth of 61.75% to 73.73% [1][2] - The projected net profit attributable to the parent company for the first half of 2025 is estimated to be between 34 million and 38 million yuan, showing a significant increase compared to the previous year [1] - The net profit after deducting non-recurring gains and losses is expected to be between 28 million and 32 million yuan, reflecting an increase of 14.2508 million to 18.2508 million yuan, or a year-on-year growth of 103.65% to 132.50% [1][2] Group 2 - The growth in performance is attributed to the company's continuous exploration of new products, customers, and markets, supported by long-term R&D investment and technological accumulation [2] - The high demand in the new energy vehicle industry has significantly boosted the company's order volume [2] - Core product sales, such as control boxes and relays, have experienced rapid revenue growth, enhancing profitability [2] - The company has optimized cost and expense management, leading to improved operational efficiency and further profit growth [2]

[2025 Semi-Annual Performance Forecast](index=1&type=section&id=Kunshan%20Guoli%20Electronic%20Technology%20Co.%2C%20Ltd.%20Voluntary%20Disclosure%20Announcement%20on%202025%20Semi-Annual%20Performance%20Forecast) [Performance Forecast Summary](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company projects substantial performance growth for H1 2025, with revenue, net profit, and non-recurring net profit all showing strong double-digit increases 2025 H1 Performance Forecast vs. 2024 H1 | Metric | 2025 H1 Forecast (RMB) | 2024 H1 Actual (RMB) | Year-over-Year Growth Rate | | :--- | :--- | :--- | :--- | | **Operating Revenue** | 540 - 580 million yuan | 334 million yuan | +61.75% to +73.73% | | **Net Profit Attributable to Shareholders** | 34 - 38 million yuan | 14.72 million yuan | +130.91% to +158.08% | | **Non-recurring Net Profit Attributable to Shareholders** | 28 - 32 million yuan | 13.75 million yuan | +103.65% to +132.74% | [Analysis of Performance Changes](index=2&type=section&id=III.%20Main%20Reasons%20for%20Current%20Period%20Performance%20Changes) Performance growth is primarily driven by robust demand in the new energy vehicle sector, increased sales of core products, and effective internal cost and efficiency optimizations - Strong demand in the downstream new energy vehicle industry significantly boosted the company's product order volume[7](index=7&type=chunk) - Sales revenue from the company's core products, such as control boxes and relays, achieved rapid growth, enhancing profitability[7](index=7&type=chunk) - The company optimized cost and expense control, improving operational efficiency and further driving net profit growth[7](index=7&type=chunk) [Important Notice and Risk Statement](index=2&type=section&id=IV.%20Risk%20Warning) The company emphasizes that this performance forecast is based on preliminary, unaudited data, and final figures will be subject to the official 2025 semi-annual report, cautioning investors about potential risks - The performance forecast data represents preliminary calculations by the company's finance department, is unaudited by certified public accountants, and thus carries uncertainty[4](index=4&type=chunk)[8](index=8&type=chunk)[9](index=9&type=chunk)

国力股份公告，预计2025年1月1日至2025年6月30日，公司实现营业收入5.4亿元到5.8亿元，与上年同期 相比，将增加2.06亿元到2.46亿元，同比增加61.75%到73.73%。预计2025年半年度实现归属于母公司所 有者的净利润为3400万元到3800万元，与上年同期相比，将增加1927.57万元到2327.57万元，同比增加 130.91%到158.08%。预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润为2800 万元到3200万元，与上年同期相比，将增加1425.08万元到1825.08万元，同比增加103.65%到132.74%。 ...

Key Points - The company has adjusted the upper limit of the share repurchase price from RMB 73.47 per share to RMB 73.26 per share following the implementation of the 2024 annual equity distribution [1][2] - The adjustment of the repurchase price limit will take effect from July 2, 2025, which is the ex-dividend date for the 2024 annual equity distribution [1][2] - The total amount for the share repurchase is set to be no less than RMB 30 million and no more than RMB 50 million within 12 months from the date of the repurchase plan [2][3] Share Repurchase Details - The company will use its own funds and repurchase special loans to buy back shares through centralized bidding [1][2] - The cash dividend per share is set at RMB 0.21047, with a total cash dividend amount of RMB 20,016,200.65 [1][2] - The total share capital as of June 25, 2025, is 95,315,536 shares, with 213,143 shares in the repurchase special securities account, resulting in 95,102,393 shares eligible for distribution [2][3] Calculation of Adjusted Repurchase Price - The adjusted upper limit for the repurchase price is calculated as (73.47 - 0.21000) / (1 + 0) = 73.26 RMB per share [3] - Based on the adjusted repurchase price limit of RMB 73.26, the estimated number of shares to be repurchased is approximately 409,500 shares, which represents about 0.4296% of the total share capital after the equity distribution [3][4] Other Matters - Other aspects of the share repurchase plan remain unchanged, and the company will comply with relevant regulations during the repurchase period [4]

| 证券代码：688103 | 证券简称：国力股份 | 公告编号：2025-040 | | --- | --- | --- | | 转债代码：118035 | 转债简称：国力转债 | | 昆山国力电子科技股份有限公司 关于2024年年度权益分派实施后 调整回购价格上限的公告 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： 回购价格调整起始日：2025 年 7 月 2 日（2024 年年度权益分派除权除息 日） 一、回购股份的基本情况 2025 年 3 月 24 日，昆山国力电子科技股份有限公司（以下简称"公司"） 召开第三届董事会第十七次会议，审议通过了《关于以集中竞价交易方式回购公 司股份方案的议案》，同意公司使用自有资金和回购专项贷款以集中竞价交易方 式回购公司股份，回购资金总额不低于人民币 3,000 万元（含），不超过人民币 5,000 万元（含），回购价格不超过 73.47 元/股，回购期限自董事会审议通过 本次回购方案之日起 12 个月内。具体内容详见公司于 2025 年 3 月 26 日在上海 ...

二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 | 证券代码：688103 | 证券简称：国力股份 | 公告编号：2025-038 | | --- | --- | --- | | 转债代码：118035 | 转债简称：国力转债 | | 昆山国力电子科技股份有限公司 关于股份回购进展公告 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、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/3/26 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 3 月 | 3 | 月 | 24 | 日~2026 | 年 | 23 日 | | 预计回购金额 | 3,000万元~5,000万元 | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | | □用于转换公司可转债 | | | | | | | | | □为维 ...

未转股可转债情况：截至 2025 年 6 月 30 日，"国力转债"尚未转股的可 转债金额为 479,982,000 元，占"国力转债"发行总量的 99.9963%； 本季度转股情况："国力转债"自 2023 年 12 月 18 日起开始进入转股期， 自 2025 年 4 月 1 日起至 2025 年 6 月 30 日，"国力转债"共有人民币 0 元已转 换为公司股票，转股数量为 0 股，占"国力转债"转股前公司已发行股份总额的 0.00%。 一、可转债发行上市概况 | 证券代码：688103 | 证券简称：国力股份 | 公告编号：2025-039 | | --- | --- | --- | | 转债代码：118035 | 转债简称：国力转债 | | 昆山国力电子科技股份有限公司 关于可转债转股结果暨股份变动的公告 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： 累计转股情况：截至 2025 年 6 月 30 日，"国力转债"累计有人民币 18,000 元已转换为昆山国力电子科技股份有限公司（以下简称"公司 ...

Fundraising Overview - The company, Kunshan Guoli Electronics Technology Co., Ltd., raised a total of RMB 236,499,700.01 through its initial public offering, with 2,389 million shares issued at a price of RMB 12.04 per share [1] - The funds raised have been verified by Rongcheng Accounting Firm, which issued a verification report [1] Fund Management and Usage - The company has established a fundraising management system in compliance with relevant regulations to ensure proper management and usage of the raised funds [2] - Special accounts for the raised funds were opened at various banks, including Industrial and Commercial Bank of China, Bank of Communications, Shanghai Pudong Development Bank, and China Merchants Bank, with a tripartite supervision agreement signed with the underwriter and banks [2] Account Cancellation - The company has recently completed the cancellation of certain fundraising special accounts, including those at Industrial and Commercial Bank of China and Bank of Communications, to streamline fund account management [3] - The cancellation of these accounts will terminate the corresponding tripartite supervision agreements with the underwriter and the banks [3]

| 证券代码：688103 | 证券简称：国力股份 | 公告编号：2025-037 | | --- | --- | --- | | 转债代码：118035 | 转债简称：国力转债 | | 昆山国力电子科技股份有限公司 关于部分募集资金专户注销的公告 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。 公司近日已将存放于中国工商银行股份有限公司昆山鹿城路支行（专户账号： 1102233129100071996）、上海浦东发展银行股份有限公司昆山支行（专户账号： 89070078801600002436）、招商银行股份有限公司昆山支行（专户账号： 512910972710801）内的节余募集资金及理财收益全部转入自有资金账户用作永 久补充流动资金。鉴于上述募集资金专户不再使用，为便于公司资金账户管理， 公司决定注销上述募集资金专户。本次募集资金账户注销后，公司与保荐人招商 证券股份有限公司及对应的存放募集资金的商业银行签署的《募集资金三方监管 协议》相应终止。 对募集资金的存储、使用及管理等方面作出明确规定及具体规范。 公司对募集 ...