| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300308 | 中际旭创 | -4.97 | 3.69 | -73036.49 | | 300502 | 新易盛 | -2.32 | 5.08 | -70772.52 | | 300620 | 光库科技 | 0.95 | 22.04 | -69180.40 | | 002384 | 东山精密 | -7.73 | 7.91 | -39352.30 | | 603228 | 景旺电子 | -8.94 | 5.69 | -36835.51 | | 688313 | 仕佳光子 | -8.30 | 8.69 | -35301.01 | | 300394 | 天孚通信 | -5.98 | 4.52 | -29101.39 | | 002281 | 光迅科技 | -2.06 | 5.95 | -27724.59 | | 600487 | 亨通光电 | -3.14 | 4.26 | -27149.48 | | 002436 | 兴森科技 | -4.46 | 7.8 ...

Group 1 - The core point of the article is that Tengjing Technology has decided to terminate the acquisition of 100% of Shenzhen Xuntech Communication Technology Co., Ltd. due to changes in the market environment and difficulties in reaching an agreement among the parties involved [1][3] - Tengjing Technology's actual controller's concerted actors reduced their holdings by nearly 90 million yuan during the period from the announcement of the acquisition to its termination [1][4] - The company stated that the termination of this major asset restructuring will not have a significant adverse impact on its existing production and operational activities or strategic development [1][3] Group 2 - Tengjing Technology initially announced on February 26 that it was planning to acquire control of Xuntech Communication through a combination of issuing shares and cash payments, but the transaction was still in the planning stage and lacked a formal agreement [2][3] - Xuntech Communication is a national high-tech enterprise specializing in the research, production, sales, and service of optical communication products, with a strong focus on high-density packaging technology and optical device integration technology [2] - Following the announcement of the acquisition intention, Tengjing Technology's stock price initially fell sharply but later rebounded [4] Group 3 - The share transfer plan involved a total of 2.587 million shares, accounting for 2.00% of Tengjing Technology's total share capital, with a transfer price set at 34.66 yuan per share [5][6] - The total amount from the share transfer by the concerted actors was approximately 89.665 million yuan [6]

Core Viewpoint - Tengjing Technology (688195) has decided to terminate its plan to acquire Shenzhen Xuntech Communication Technology Co., Ltd. and raise matching funds due to changes in the market environment and difficulties in reaching an agreement among the parties involved [2][3]. Group 1: Acquisition Details - In February, the company announced its intention to acquire control of Xuntech Communication through a combination of issuing shares and cash payments, which was expected to constitute a significant asset restructuring [2]. - The updated acquisition plan aimed to purchase 100% of Xuntech Communication's shares, but the latest announcement indicates that the transaction will not proceed [3]. - This acquisition was the first major asset restructuring since Tengjing Technology's listing in 2021 [4]. Group 2: Company Background - Xuntech Communication, established in 2008, is a national high-tech enterprise focused on the research and manufacturing of optical interconnection products, providing solutions for AI computing centers, cloud computing centers, 5G, and telecommunications networks [4]. - Tengjing Technology specializes in the research, production, and sales of various precision optical components and fiber optic devices, primarily serving the optical communication and fiber laser sectors [5]. Group 3: Financial Performance - Tengjing Technology's financial performance has been stable since its listing, with revenues of 303 million, 344 million, 340 million, and 446 million yuan from 2021 to 2024, and net profits of 52 million, 58 million, 41 million, and 70 million yuan during the same period [6]. - The company attributes its revenue growth in 2024 to a focus on optical and optoelectronic core businesses, optimization of business and product structures, and increased operational efficiency, while also capitalizing on the growing demand for high-speed optical communication components driven by AI computing [6].

Core Viewpoint - Tengjing Technology (688195) has decided to terminate its plan to acquire Shenzhen Xuntech Communication Technology Co., Ltd. due to changes in the market environment and difficulties in reaching an agreement among the parties involved [2][3]. Group 1: Acquisition Details - Initially, Tengjing Technology announced plans to acquire control of Xuntech Communication through a combination of issuing shares and cash payments, which was expected to constitute a significant asset restructuring [2]. - The acquisition was intended to strengthen Tengjing Technology's position in the optical communication sector, as Xuntech specializes in high-performance optical interconnection products [4][5]. - The updated acquisition plan aimed for a 100% stake in Xuntech Communication, along with raising supporting funds [3]. Group 2: Financial Performance - Tengjing Technology has shown stable financial performance since its listing, with revenues of 303 million, 344 million, 340 million, and 446 million yuan from 2021 to 2024, and net profits of 52 million, 58 million, 41 million, and 70 million yuan during the same period [6]. - The company attributes its revenue growth in 2024 to a focus on optical and optoelectronic core businesses, optimization of business and product structures, and improved operational efficiency [6]. - Tengjing Technology is also capitalizing on the growing demand for high-speed optical communication components driven by AI computing needs [7]. Group 3: Future Plans - Following the termination of the acquisition, it remains to be seen what new strategies Tengjing Technology will pursue in the optical communication field [8].

Core Viewpoint - Tengjing Technology has announced the termination of its plan to issue shares and pay cash for asset acquisition and related fundraising due to changes in market conditions and difficulties in reaching consensus among parties involved [1][2][3] Group 1: Termination of Transaction - The company held meetings on August 6, 2025, where it approved the termination of the asset acquisition and fundraising plan [1] - The decision was made after careful consideration and discussions with related parties, aiming to protect the interests of the company and its shareholders [1][3] Group 2: Previous Transaction Proposal - On March 12, 2025, the company proposed to acquire 100% of Shenzhen Xuntech Communication Technology Co., Ltd. through a combination of share issuance and cash payment [2] - The fundraising was planned to not exceed 100% of the transaction price, with a maximum issuance of 30% of the company's total shares prior to the fundraising [2] Group 3: Financial Impact and Shareholder Changes - The transaction was expected to enhance the company's total assets, net assets, revenue, and net profit upon completion [4] - The financial performance of Xuntech Communication was projected to show revenues of 310.32 million yuan and 490.72 million yuan for 2023 and 2024, respectively, with net profits of -5.34 million yuan and 7.71 million yuan [4] - Following the termination, the company’s major shareholders, including Yu Hongrui, will remain unchanged, and the control of the company will not be affected [4][5]

Core Viewpoint - Tengjing Technology (688195.SH) has decided to terminate the acquisition of 100% equity in Shenzhen Xunke Communication Technology Co., Ltd. due to changes in the market environment and difficulties in reaching consensus among parties involved [1][2]. Group 1: Company Actions - The company will hold an investor briefing on August 11 to discuss the termination of the major asset restructuring [1]. - The termination of the transaction is aimed at protecting the interests of the company and all shareholders [1][2]. - The company has committed not to plan any major asset restructuring for at least one month following the announcement of the termination [2]. Group 2: Financial Performance - In 2024, Tengjing Technology achieved a revenue of 446 million yuan, representing a year-on-year growth of 31.07%, and a net profit of 66.55 million yuan, up 82.73% year-on-year [4]. - Xunke Communication is projected to turn a profit in 2024 with revenues of 491 million yuan and a net profit of 7.71 million yuan, with early 2025 figures already surpassing the previous year's performance [2][4]. Group 3: Industry Context - Tengjing Technology is a significant player in the optical electronic components manufacturing sector, focusing on optical materials, precision optical components, fiber optic devices, and optical testing instruments [4]. - The global data traffic is experiencing explosive growth due to the advent of AIGC, which is driving rapid development in the optical module market [4].

Group 1 - The board of directors of Tengjing Technology Co., Ltd. held its 23rd meeting on August 6, 2025, with all 9 directors present, ensuring compliance with relevant laws and regulations [1][2] - The board approved the proposal to terminate the issuance of shares and cash payment for asset acquisition and related fundraising due to changes in market conditions and difficulties in reaching consensus among parties involved [1][2] - The termination of the major asset restructuring will not adversely affect the company's current operations and strategic development, and the company commits to not planning any major asset restructuring for at least one month following the announcement [2]

Group 1 - The company held its 17th meeting of the second supervisory board on August 6, 2025, with all three supervisors present, confirming the legality and validity of the meeting [1][2] - The supervisory board approved the proposal to terminate the issuance of shares and cash payment for asset acquisition and related fundraising, deeming it a prudent decision based on actual circumstances [1][2] - The decision was made in compliance with relevant laws and regulations, ensuring no harm to the interests of the company and its shareholders, and it will not significantly impact the company's ongoing operations [1]

Mergers and Acquisitions - Tengjing Technology has decided to terminate the acquisition of 100% shares of Xunke Communication due to changes in market conditions and difficulties in reaching an agreement on the transaction plan [1] Earnings Disclosure - Ganli Pharmaceutical reported a revenue of 2.067 billion yuan for the first half of 2025, representing a year-on-year increase of 57.18%, and a net profit of 604 million yuan, up 101.96% year-on-year [2] - Shangwei New Materials announced a revenue of 784 million yuan for the first half of 2025, a year-on-year increase of 12.50%, but a net profit of 29.90 million yuan, down 32.91% year-on-year [3] - SMIC reported a sales revenue of 2.209 billion USD for the second quarter of 2025, a quarter-on-quarter decrease of 1.7%, with a gross margin of 20.4%, down 2.1 percentage points quarter-on-quarter [4] Shareholding Changes - Babai Co. announced that its major shareholder, Guangzhou Yunmei Industrial Investment Partnership, plans to reduce its holdings by no more than 2% of the company's shares, equivalent to 223.08 million shares [5] - Xianheng International disclosed that its major shareholder, Goldman Sachs Asia, intends to reduce its holdings by no more than 3%, which amounts to 12.30 million shares [6] - Linuo Pharmaceutical Packaging announced that its shareholders plan to reduce their holdings by no more than 3%, totaling 697.87 million shares [7] Risk Events - Fangsheng Pharmaceutical announced that its actual controller, Zhang Qinghua, has been placed under residential surveillance starting from August 6, 2025 [8]

Group 1: Company Announcements - Tengjing Technology has terminated the issuance of shares and cash payment for asset acquisition due to changes in market conditions and difficulties in reaching an agreement with transaction parties [1] - Tongyuan Environment has won a joint bid for the comprehensive treatment project of municipal solid waste in Salting County, with a total bid amount of 154 million yuan, and the company's expected share is 123 million yuan [2] - Huakang Co. plans to transfer 9.8809 million shares of Ningbo Traditional Chinese Medicine for a total price of 24.8998 million yuan, after which it will no longer hold any shares in the company [3] Group 2: Sales and Financial Performance - Seres reported a 5.7% year-on-year increase in new energy vehicle sales in July, totaling 44,581 units, while cumulative sales for the year have decreased by 10.87% to 216,700 units [4] - Xiantan Co. achieved chicken product sales revenue of 511 million yuan in July, with sales volume of 59,600 tons, reflecting year-on-year changes of 18.19% and 24.92% respectively [7] - Lidong Group's subsidiaries have received project notifications from two major clients, with expected total sales of approximately 1.643 billion yuan over the project lifecycles [8] Group 3: Procurement and Investment - Geler Software plans to raise no more than 283 million yuan through a private placement to fund projects related to quantum-resistant password technology and data space platform development [6] - GCL-Poly Energy's subsidiary has signed a framework contract to purchase silicon materials from Zhongneng Silicon Industry, with a total procurement amount expected to be no more than 450 million yuan [8] - Lihexing intends to raise no more than 168 million yuan through a private placement for semiconductor equipment precision component development and working capital [10] Group 4: Shareholding Changes - Tongfu Microelectronics announced that the National Integrated Circuit Industry Investment Fund reduced its shareholding by 13.1424 million shares, decreasing its ownership from 7.77% to 6.91% [9]