Core Viewpoint - The company reported significant growth in both revenue and net profit for the first half of 2025, indicating strong performance and market demand for its products [1] Financial Performance - The company achieved operating revenue of 575 million yuan, marking a year-on-year increase of 11.69% [1] - The net profit attributable to shareholders reached 205 million yuan, reflecting a year-on-year growth of 43.50% [1] - The net profit after deducting non-recurring gains and losses was 177 million yuan, which represents a year-on-year increase of 22.47% [1] Product Performance - Sales of DDR5 SPD and high-reliability EEPROM products used in automotive electronics and industrial control sectors experienced rapid growth [1]

Core Viewpoint - The AI Fund Xingquan Green Investment Mixed (LOF) reported a profit of 92.387 million yuan for Q2 2025, with a net asset value growth rate of 3.57% during the period [2]. Fund Performance - As of July 21, the fund's unit net value was 1.251 yuan, and its scale reached 2.729 billion yuan by the end of Q2 2025 [2][14]. - The fund manager, Zou Xin, oversees two funds, both of which have shown positive returns over the past year [2]. - The fund's one-year cumulative net value growth rate is 23.98%, ranking 46 out of 132 comparable funds [2]. Investment Strategy - The fund's investment approach focuses on three dimensions: major industry contradictions, competitive advantages of enterprises, and a balance of research depth and pricing [2]. Comparative Performance - Over the past three months, the fund's cumulative net value growth rate was 11.80%, ranking 47 out of 132 comparable funds [2]. - The fund's six-month cumulative net value growth rate was 12.30%, ranking 46 out of 132 comparable funds [2]. - The fund's three-year cumulative net value growth rate was -17.52%, ranking 85 out of 127 comparable funds [2]. Risk Metrics - The fund's three-year Sharpe ratio is -0.0744, ranking 81 out of 129 comparable funds [7]. - The maximum drawdown over the past three years was 42.11%, with the largest single-quarter drawdown occurring in Q1 2022 at 20.25% [9]. Portfolio Composition - The average stock position over the past three years was 88.8%, compared to the industry average of 86.09% [12]. - The fund's top ten holdings include companies such as CATL, Jifeng Co., Desay SV, and others [17].

Core Viewpoint - The report details the results of a share transfer inquiry by Jucheng Semiconductor Co., Ltd., indicating a significant reduction in the shareholding percentage of certain shareholders below 5% following the transfer of 1,980,000 shares at a price of 69.59 yuan per share [1][7]. Summary by Sections Share Transfer Details - The share transfer price was set at 69.59 yuan per share, with a total of 1,980,000 shares being transferred [1][7]. - After the transfer, the total shares held by the transferring parties decreased from 5.16% to 3.91% of the company's total share capital [2][4]. Transferring Parties - The transferring parties include four investment management partnerships, which are employee stock ownership platforms and not the company's controlling shareholders or senior management [2][3]. - The total number of shares held by the transferring parties before the transfer was 8,167,129, representing 5.17% of the total share capital [2][3]. Impact on Shareholding Structure - Following the transfer, the combined shareholding of the transferring parties fell below the 5% threshold, triggering a notification requirement [4][6]. - The shareholding structure was affected by the transfer, with the total shareholding percentage of the transferring parties being diluted due to the increase in total share capital from other factors [4][5]. Inquiry Process - The inquiry process involved sending subscription invitations to 417 institutional investors, resulting in 21 valid bids from 20 different investors [7]. - The final share transfer price was determined based on the established pricing principles, ensuring compliance with relevant regulations [7][8].

Core Viewpoint - The report outlines the equity changes of Jucheng Semiconductor Co., Ltd., detailing the reduction in shareholding by certain investment management partnerships due to both voluntary transfers and passive dilution from stock incentive plans [1][6][9]. Group 1: Equity Change Details - The equity change involves a total reduction of 1,980,000 shares, decreasing the overall shareholding from 8,167,129 shares (5.16%) to 6,187,129 shares (3.91%) [9][14]. - The specific shareholding changes for each investment management partnership are as follows: - Dengxiquan reduced from 3,840,100 shares (2.43%) to 2,909,124 shares (1.84%) - Wangxigao reduced from 1,463,647 shares (0.93%) to 1,108,807 shares (0.70%) - Jianxizhan reduced from 1,436,921 shares (0.91%) to 1,088,561 shares (0.69%) - Faxiteng reduced from 1,426,461 shares (0.90%) to 1,080,637 shares (0.68%) [9][14]. Group 2: Purpose and Future Plans - The purpose of the equity change is attributed to the investment management partnerships' funding needs and the impact of the company's stock incentive plan, which led to passive dilution of their shareholding [6][8]. - As of the report date, there are no clear plans or agreements for the investment management partnerships to increase their shareholding in the next 12 months [6][9]. Group 3: Compliance and Legal Framework - The report is prepared in accordance with relevant laws and regulations, including the Company Law of the People's Republic of China and the Securities Law [1][2]. - The investment management partnerships confirm that the report does not contain any false records, misleading statements, or significant omissions, and they bear legal responsibility for its accuracy and completeness [2][11].

聚辰半导体股份有限公司 股东询价转让结果报告书 暨持股 5%以上股东权益变动比例触及 1%整数倍且 持有权益比例降至 5%以下的权益变动提示性公告 信息披露义务人宁波梅山保税港区登矽全投资管理合伙企业（有限合伙）、宁 波梅山保税港区望矽高投资管理合伙企业（有限合伙）、宁波梅山保税港区建矽展 投资管理合伙企业（有限合伙）、宁波梅山保税港区发矽腾投资管理合伙企业（有 限合伙）保证向聚辰半导体股份有限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: 本次询价转让的价格为69.59元/股，转让的股票数量为1,980,000股。 证券代码：688123 证券简称：聚辰股份 公告编号：2025-034 宁波梅山保税港区登矽全投资管理合伙企业（有限合伙）（以下简称"登 矽全"）、宁波梅山保税港区望矽高投资管理合伙企业（有限合伙）（以下简称"望 矽高"）、宁波梅山保税港区建矽展投资管理合伙企业（有限合伙）（以下简称"建 矽展"）、宁波梅山保税港区发矽腾投资管理合伙企业（有限合伙）（ ...

聚辰半导体股份有限公司 简式权益变动报告书 上市公司名称：聚辰半导体股份有限公司 股票上市地点：上海证券交易所 股票简称：聚辰股份 股票代码：688123 信息披露义务人 1：宁波梅山保税港区登矽全投资管理合伙企业（有限合伙） 住所及通讯地址：浙江省宁波市北仑区梅山七星路 88 号 1 幢 401 室 B 区 C0190 信息披露义务人 2：宁波梅山保税港区望矽高投资管理合伙企业（有限合伙） 住所及通讯地址：浙江省宁波市北仑区梅山七星路 88 号 1 幢 401 室 B 区 C0191 信息披露义务人 3：宁波梅山保税港区建矽展投资管理合伙企业（有限合伙） 住所及通讯地址：浙江省宁波市北仑区梅山七星路 88 号 1 幢 401 室 B 区 C0193 信息披露义务人 4：宁波梅山保税港区发矽腾投资管理合伙企业（有限合伙） 住所及通讯地址：浙江省宁波市北仑区梅山七星路 88 号 1 幢 401 室 B 区 C0192 股权变动性质：信息披露义务人持有上市公司股份减少及被动稀释或增加 签署日期：2025 年 7 月 8 日 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国公司法》、《中华人 民 ...

中信证券股份有限公司 关于聚辰半导体股份有限公司 股东向特定机构投资者询价转让股份的核查报告 （二）本次询价转让数量 | 转让股东名称 | 转让股份数量（股） | 占总股本比例 | 占所持股份比例 | 转让股份来源 | | --- | --- | --- | --- | --- | | 登矽全 | 930,976 | 0.59% | 24.24% | 首发前股份 | | 望矽高 | 354,840 | 0.22% | 24.24% | 首发前股份 | | 建矽展 | 348,360 | 0.22% | 24.24% | 首发前股份 | | 发矽腾 | 345,824 | 0.22% | 24.24% | 首发前股份 | 本次拟询价转让股数上限为 1,980,000 股，受让方获配后，本次询价转让情况如下： 上海证券交易所： 中信证券股份有限公司（以下简称"中信证券"或"组织券商"）受委托担任宁波 梅山保税港区登矽全投资管理合伙企业（有限合伙）（以下简称"登矽全"）、宁波梅 山保税港区望矽高投资管理合伙企业（有限合伙）（以下简称"望矽高"）、宁波梅山 保税港区建矽展投资管理合伙企业（有限合伙）（以下简称"建矽展 ...

证券代码：688123 证券简称：聚辰股份 公告编号：2025-033 聚辰半导体股份有限公司 股东询价转让定价情况提示性公告 宁波梅山保税港区登矽全投资管理合伙企业（有限合伙）、宁波梅山保税港 区望矽高投资管理合伙企业（有限合伙）、宁波梅山保税港区建矽展投资管理合 伙企业（有限合伙）、宁波梅山保税港区发矽腾投资管理合伙企业（有限合伙） 保证向聚辰半导体股份有限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 7 月 3 日询价申购情况，本次询价转让初步确定的转让价格 为 69.59 元/股。 一、本次询价转让初步定价 （一）经向机构投资者询价后，聚辰半导体股份有限公司（以下简称"公司"） 股东询价转让（以下简称"本次询价转让"）初步确定的转让价格为 69.59 元/股。 （二）参与本次询价转让报价的机构投资者家数为 20 家，涵盖了基金管理 公司、合格境外机构投资者、私募基金管理人、证券公司等专业机构投资者。参 与本次询价转让报价的机构投资者合 ...

Key Points - Jiangnan Water received a stake increase from Lianan Life Insurance, reaching 5.03% of total shares [3] - Yingboer plans to transfer 100% equity of Zhuhai Dingyuan for 239 million yuan to optimize asset structure [4] - Chengbang Co. warns that its stock price fluctuations are not aligned with its fundamentals, as it has seen five consecutive trading days of price increases [6] - Weimais intends to invest 190 million yuan into its subsidiary for a new electric drive assembly project [7] - Fosun Pharma's subsidiary received EU GMP certification for its production facilities, indicating compliance with EU standards [8] - Jingwei Huikai plans to acquire an additional 12.44% stake in Nosi Micro, increasing its control in the semiconductor sector [9] - ST Tongmai will remove its delisting risk warning starting July 4, while continuing other risk warnings [10] - ST Modern seeks to apply for the removal of other risk warnings but will maintain delisting risk warnings [11] - Luxshare Precision is planning to issue H-shares for listing on the Hong Kong Stock Exchange [12] - Hainan Highway intends to purchase a 51% stake in Hainan Jiaokong Petrochemical, which will become a subsidiary [13] - Jucheng Co. plans to transfer 1.25% of its shares through a price inquiry [14] Performance Highlights - Foton Motor reported a 150.96% year-on-year increase in new energy vehicle sales for the first half of the year [15] - Jiangling Motors achieved a total vehicle sales of 172,700 units in the first half, up 8.15% year-on-year [16] - Changan Automobile's sales reached 1.3553 million units in the first half, with new energy vehicle sales growing by 49.05% [17] - Meinuohua expects a net profit increase of 142.84% to 174.52% for the first half of the year [18] - Jihong Co. anticipates a net profit increase of 55% to 65% for the first half of the year [19] - Nanjing Business Travel expects a net profit decrease of 67.4% to 78.27% for the first half of the year [20] - Madi Technology forecasts a net profit of 25 million to 27 million yuan, marking a turnaround from losses in the previous year [21] Major Contracts - Dash Intelligent signed a contract for an intelligent project worth 11.88 million yuan [22] - Jinyi Industrial won a bid for a 335 million yuan intercity railway materials procurement project [23] - Sichuan Road and Bridge signed a construction contract worth approximately 11.596 billion yuan [24] - Fulian Precision signed a cooperation framework agreement with Chuanfa Longmang for lithium battery material projects [26] Share Buybacks - Kweichow Moutai repurchased 72,000 shares in June, totaling 1.02 billion yuan [27] - Feiwo Technology plans to repurchase shares worth 25 million to 50 million yuan [28] - Nengte Technology intends to repurchase shares worth 300 million to 500 million yuan for capital reduction [29] - CATL has repurchased 6.641 million A-shares for a total of 1.551 billion yuan [30] Shareholding Changes - Renfu Pharmaceutical's shareholder plans to increase its stake by 1% to 2% [31] - Sanwei Xinan's shareholder intends to reduce its stake by up to 2% [33] - Data Port's shareholders plan to reduce their stakes by up to 2% [34] - Zhuzhou Design's controlling shareholders plan to reduce their stakes by up to 3% [35] - Tianji Co.'s controlling shareholders plan to reduce their stakes by up to 3% [36] - Anjisi's shareholders plan to reduce their stakes by up to 4% [37] Financing Activities - CITIC Securities received approval to issue up to 20 billion yuan in perpetual subordinated bonds [39]

Group 1 - Guizhou Moutai has repurchased a total of 3.3821 million shares as of June 30, 2025, accounting for 0.2692% of the total share capital, with a total expenditure of 5.202 billion yuan [2] - Luxshare Precision is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global financing capabilities and governance transparency [2] - Huazhong Xinchuang has received a project notification from a leading domestic eVTOL manufacturer for the development and supply of an intelligent cockpit multimedia display system [3] Group 2 - Meinohua expects a net profit of 46 million to 52 million yuan for the first half of 2025, representing a year-on-year increase of 142.84% to 174.52% [4] - Jiangnan Water has received a report from shareholder Lianan Life Insurance indicating an increase in shareholding by 46.99 million shares, representing 5.03% of the total share capital [5] - Huasen Pharmaceutical has received approval for clinical trials of its CX001 sustained-release tablets, marking a milestone for its innovative drug development platform [6] Group 3 - Zongshen Power anticipates a net profit growth of 70% to 100% for the first half of the year [7] - Yutong Bus reported a sales volume of 5,919 units in June, a year-on-year increase of 24.79% [7] - Guangzhou Port expects a 7.0% year-on-year increase in container throughput for June 2025 [7] Group 4 - Data Port's shareholders plan to reduce their holdings by up to 1.74% and 0.26% of the company's shares [9] - Humanwell Healthcare's shareholder plans to increase its stake by 1% to 2% [9] - Nengte Technology plans to repurchase shares worth between 300 million to 500 million yuan [10]