Suspension - Sinochem International plans to issue shares to acquire 100% equity of Nantong Xingchen, resulting in stock suspension [1] - Zhongsheng High-Tech is planning a change in company control, leading to stock suspension [2] Private Placement - Yuanwanggu plans to raise no more than 300 million yuan through private placement for the construction of RFID electronic tag production line, Xi'an Innovation Industrial Center, RFID electronic tag chip process upgrade, and to supplement working capital [3] Share Buyback and Increase - Ciwen Media has repurchased 31,700 shares of the company for the first time [4] - Qianyuan Power's controlling shareholder has increased its stake by 0.85% [5] External Investment and Daily Operations - Yanshan Technology's wholly-owned subsidiary Hainan Ruihong is jointly investing in Jiaxing Lanjing with Guoce Investment and others, with the fund directed towards Bytedance Ltd [6] - Bafang Co. plans to cancel 50,000 shares [7] - Bertley intends to invest 198 million yuan in a partnership enterprise, primarily for investing in high-growth unlisted companies in the humanoid robot sector [7] Performance Changes - Juxin Technology expects a net profit of 91 million yuan for the first half of the year, a year-on-year increase of 122.28%, driven by AI technology and increased market demand [8] - Jinli Permanent Magnet anticipates a net profit of 230 million to 265 million yuan, a year-on-year growth of 151% to 180%, focusing on electric vehicles and collaborating with international tech companies [8] - Tianyu Co. expects a net profit of 121 million to 171 million yuan, a year-on-year increase of 144.29% to 238.25%, through optimized product structure and cost control [8] - Guangku Technology forecasts a net profit of 48.56 million to 54.63 million yuan, a year-on-year growth of 60% to 80%, due to technological innovation and new product launches [8] - Sitwei anticipates a net profit of 360 million to 420 million yuan, a year-on-year increase of 140% to 180%, with deepened cooperation in the smartphone sector [8] - Daoshi Technology expects a net profit of 220 million to 238 million yuan, a year-on-year increase of 98.77% to 115.03%, with expanded overseas business and increased production capacity [8] - China Galaxy anticipates a net profit of 6.362 billion to 6.801 billion yuan for the first half of the year, a year-on-year increase of 45% to 55%, with growth in investment trading and wealth management [9] - Haineng Industrial expects a net profit of 64 million to 74 million yuan, a year-on-year increase of 92% to 122%, driven by recovering demand in the consumer electronics market [9] - Zhongji Xuchuang forecasts a net profit of 3.6 billion to 4.4 billion yuan, a year-on-year increase of 52.64% to 86.57%, due to strong capital expenditure and sales growth in high-end optical modules [9]

据思特威6月18日披露的投资者关系记录表，2024年，公司智能手机收入32.91亿元，占主营收入的比例 为55.15%。公司应用于高阶旗舰手机的产品在智能手机业务中营收占比已超过50%，驱动公司智能手机 业务营收同比增长269.05%。 在产品方面，思特威介绍，公司产品已广泛运用于包括网络摄像机、模拟闭路摄像机、家用看护摄像 机、智能门铃、无人机、扫地机器人、工业和多种形态机器人等智慧安防领域，智能化的车载环视及周 视摄像头、驾驶员监测系统、乘客监测系统、车载行车记录仪等汽车电子应用领域，智能手机、平板电 脑、智能家居、智能健康等消费电子应用领域，推动着智能生活的发展和进步。 另外，思特威介绍，在智慧安防领域，公司新推出的迭代产品具备更优异的性能和竞争力，产品销量有 较大的上升，同时公司的高端安防产品系列在专业安防领域的份额持续提升，销售收入增加较为显著。 在汽车电子领域，公司应用于智能驾驶（包 括环视、周视和前视）和舱内等新一代产品出货量同比大 幅上升。 "随着公司收入规模大幅增长，同时公司控制销售费用、管理费用和财务费用的支出，努力节费增效， 从而提高了盈利能力，使净利润显著增长。"思特威进一步表示。 资 ...

Macro Dynamics - The 11th batch of national organized drug procurement has been initiated, with 55 varieties selected for procurement. The procurement will focus on mature "old drugs" that have been on the market for many years and have expired patent protection, excluding innovative drugs [1] - The National Development and Reform Commission announced a reduction in domestic gasoline and diesel prices by 130 yuan and 125 yuan per ton, respectively, effective from July 15, resulting in a savings of 5 yuan for filling a 50-liter tank [2] - China has become the world's largest producer and consumer of the chemical industry, with the fine chemical sector accounting for 50% of the global market share [3] - A large-scale vocational skills training initiative will be launched from 2025 to 2027, targeting 30 million participants to enhance skills in manufacturing and service sectors [4] - The People's Bank of China conducted a 14 billion yuan reverse repurchase operation to maintain liquidity in the banking system, marking the second consecutive month of increased operations [5] - The Ministry of Industry and Information Technology is drafting mandatory national standards for mobile power supplies, including stricter technical requirements for safety [6] Financial Institutions - China Life Insurance Co., a shareholder of Hangzhou Bank, plans to reduce its stake by up to 0.7% [7][8] - China Galaxy Securities expects a net profit growth of 45% to 55% year-on-year for the first half of 2025, with profits projected between 6.362 billion and 6.801 billion yuan [9] Market Data - The Shanghai Composite Index fell by 0.42%, while the ChiNext Index rose by 1.73%, with significant gains in CPO concept stocks and real estate sector [11] - The total margin balance in the two markets increased by 9.729 billion yuan, with the Shanghai Stock Exchange reporting a balance of 942.837 billion yuan and the Shenzhen Stock Exchange 923.574 billion yuan [12][13] - The Hong Kong Hang Seng Technology Index rose by 2.8%, with notable increases in stocks like Alibaba and Meituan [14] Company Dynamics - Pop Mart anticipates a revenue increase of no less than 200% and a profit growth of no less than 350% for the first half of 2025 compared to the same period last year [15] - Two real estate companies were investigated for tax evasion, with one owing over 100 million yuan in taxes [16] - Airbus has officially started cooperation with AVIC Xi'an Aircraft Industry Group in Tianjin for the assembly of A321 fuselage systems, marking a significant step in Airbus's industrial layout in China [18] - Zhongsheng High-Tech is planning a change in control, with its stock set to be suspended from trading [19] - SITOWAY expects a net profit increase of 140% to 180% for the first half of 2025, driven by growth in the smartphone sector [21]

7月15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】 中晟高科：筹划公司控制权变更事项 股票明起停牌 中晟高科(002778)公告，公司收到控股股东苏州市吴中金融控股集团有限公司及其一致行动人苏州吴中 区天凯汇达股权投资合伙企业（有限合伙）（以下简称"天凯汇达"）的通知，天凯汇达正在筹划拟以上 市公司市值25亿的价格对外转让其所持公司22.35%股份事宜，该事项可能导致公司控制权发生变更。 本次交易对手方为福州千景投资有限公司，系其实际控制人翁声锦与何从夫妇主要从事投资业务的平台 公司。公司股票自2025年7月16日开市起停牌，预计停牌时间不超过2个交易日。 岩山科技：全资子公司参与设立合伙企业 将以股权形式最终投向Bytedance Ltd. 岩山科技(002195)公告，全资子公司海南瑞弘于近日与上海国策投资管理有限公司、上海子璟商务信息 管理中心、上海起铭信息科技有限公司共同参与投资嘉兴澜晟创业投资合伙企业（有限合伙），并签署 了《嘉兴澜晟创业投资合伙企业（有限合伙）合伙协议》。合伙企业的认缴出资总额为4164万元，公司 全资子公司海南瑞弘作为有 ...

证券代码：688213 证券简称：思特威 公告编号：2025-028 （二）业绩预告情况 （1）经财务部门初步测算，思特威（上海）电子科技股份有限公司 （以 下简称 "公司" ）预 计 2025 年半年 度实现营业 收入 360,000 万元到 幅 47%到 59%。 随着公司收入规模大幅增长，同时公司控制销售费用、管理费用和财务 费用的支出，努力节费增效，从而提高了盈利能力，使净利润显著增长。 （2）预计 2025 年半年度实现归属于母公司所有者的净利润 35,958 万 元到 41,958 万元。与上年同期相比，将增加 20,978 万元到 26,978 万元，增 幅 140%到 180%。 （3）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 35,842 万元到 41,842 万元，与上年同期相比，将增加 20,588 万元到 26,588 万元，增幅 135%到 174%。如剔除股份支付费用的影响，归 属于母公司所有者的扣除非经常性损益的净利润为 38,857 万元到 44,857 万 元 。 与 上 年 同 期 相 比 ， 将 增 加 18,239 万 元 到 24, ...

[Smartsens H1 2025 Earnings Forecast](index=1&type=section&id=Smartsens_H1_2025_Earnings_Forecast) [H1 2025 Performance Forecast](index=1&type=section&id=H1_2025_Performance_Forecast) The company anticipates significant year-over-year growth in revenue and net profit for H1 2025, indicating strong business momentum H1 2025 Earnings Forecast vs H1 2024 Actuals | Metric | H1 2025 Forecast (RMB 10,000) | H1 2024 Actual (RMB 10,000) | YoY Growth | | :--- | :--- | :--- | :--- | | **Operating Revenue** | 360,000 - 390,000 | 245,689 | +47% ~ +59% | | **Net Profit Attributable to Parent Company Shareholders** | 35,958 - 41,958 | 14,980 | +140% ~ +180% | | **Non-recurring P/L Adjusted Net Profit Attributable to Parent Company Shareholders** | 35,842 - 41,842 | 15,254 | +135% ~ +174% | | **Non-recurring P/L Adjusted Net Profit (Excluding Share-based Payments)** | 38,857 - 44,857 | 20,618 | +88% ~ +118% | [Analysis of Performance Drivers](index=2&type=section&id=Analysis_of_Performance_Drivers) Growth is driven by strong performance in smartphones, smart security, and automotive electronics, coupled with enhanced profitability from cost controls - Smartphone Sector: A substantial increase in shipments of **new-generation high-end 50-megapixel products** and cost-effective products drove significant revenue growth in this segment[6](index=6&type=chunk) - Smart Security Sector: Sales of newly launched iterative products grew significantly, while the market share of **high-end products in the professional security market** continued to expand[6](index=6&type=chunk) - Automotive Electronics Sector: Shipments of new-generation products for **intelligent driving and in-cabin applications** saw a substantial year-over-year increase[6](index=6&type=chunk) - Improved Profitability: With significant revenue growth, the company successfully **enhanced efficiency and reduced costs** by controlling expenses, leading to a notable increase in net profit[6](index=6&type=chunk) [Important Disclaimers](index=1&type=section&id=Important_Disclaimers) This earnings forecast is based on unaudited preliminary calculations and is subject to change upon final reporting - The data in this earnings forecast represents **preliminary calculations** by the company's finance department and has not been audited by a certified public accountant[4](index=4&type=chunk)[7](index=7&type=chunk) - The final, accurate financial data will be based on the company's **officially disclosed H1 2025 semi-annual report**, and investors are advised to be aware of investment risks[9](index=9&type=chunk)

思特威(688213.SH)公告称，思特威预计2025年半年度实现归属于母公司所有者的 净利润3.6亿元到4.2亿 元，同比增长140%到180%。报告期内，公司在智能手机领域与多家客户合作加深，高阶及高性价比产 品出货量大幅上升；智慧 安防领域迭代产品性能提升，销量增长显著； 汽车电子领域应用于 智能驾驶 和舱内的新一代产品出货量同比大幅上升。公司收入规模增长的同时有效控制费用支出，盈利能力提 升，净利润显著增长。 ...

思特威公告，预计2025年半年度实现归属于母公司所有者的净利润3.6亿元到4.2亿元，与上年同期相 比，将增加2.1亿元到2.7亿元，增幅140%到180%。报告期内，在智能手机领域，公司与多家客户的合 作持续全面加深、产品满足更多的应用需求，应用于高阶旗舰手机主摄、广角、长焦和前摄镜头的数颗 新一代高阶5000万像素产品和应用于普通智能手机主摄的5000万像素高性价比产品出货量大幅上升，公 司智能手机领域营业收入显著增长；在智慧安防领域，公司新推出的迭代产品具备更优异的性能和竞争 力，产品销量有较大的上升，同时公司的高端安防产品系列在专业安防领域的份额持续提升，销售收入 增加较为显著；在汽车电子领域，公司应用于智能驾驶(包括环视、周视和前视)和舱内等新一代产品出 货量同比大幅上升。随着公司收入规模大幅增长，同时公司控制销售费用、管理费用和财务费用的支 出，努力节费增效，从而提高了盈利能力，使净利润显著增长。 ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index decreased by 0.53% as of July 9, 2025, with mixed performance among constituent stocks [1] - The leading stocks included Weichuangxin up by 4.06%, Chip Source Micro up by 2.17%, and Naxin Micro up by 1.01%, while Anji Technology led the decline [1] - The Sci-Tech Chip ETF (588200) underwent a downward adjustment [1] Group 2 - The Sci-Tech Chip ETF had a turnover rate of 1.4% and a transaction volume of 396 million yuan during the trading session [3] - Over the past year, the average daily transaction volume of the Sci-Tech Chip ETF was 2.337 billion yuan, ranking first among comparable funds [3] - The latest scale of the Sci-Tech Chip ETF reached 28.432 billion yuan, marking a six-month high and also ranking first among comparable funds [3] - The ETF saw a net inflow of 100 million yuan recently, with a total of 455 million yuan net inflow over the last five trading days [3] - The latest financing buy-in amount for the ETF was 94.48 million yuan, with a financing balance of 1.49 billion yuan [3] - The net value of the Sci-Tech Chip ETF increased by 66.77% over the past year, ranking first among comparable funds [3] Group 3 - As of July 7, 2025, 49 listed companies had disclosed mid-year performance forecasts, with 37 companies expecting profit increases [4] - Semiconductor companies on the Sci-Tech Board, such as Tai Ling Micro and Chip Motion Technology, forecast significant profit growth for the first half of 2025 [4] - According to SEMI data, global semiconductor wafer manufacturers are accelerating capacity expansion to meet the rising demand from generative AI applications, with a projected 7% CAGR increase in 300mm capacity from 2024 to 2028 [4] - The Shanghai Stock Exchange has accepted IPO applications from domestic GPU companies, indicating a supportive environment for the AI semiconductor industry [4] Group 4 - The top ten weighted stocks in the Sci-Tech Chip Index as of June 30, 2025, included SMIC, Haiguang Information, and Cambrian, collectively accounting for 57.76% of the index [4] - The performance of individual stocks within the top ten showed slight declines, with SMIC down by 0.51% and Haiguang Information down by 0.31% [6] - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [6]

Group 1 - The Shanghai Medium Enterprises Composite Index (000020) opened high and rose by 1.18%, closing at 1325.48 points with a trading volume of 148.314 billion yuan [1] - Over the past month, the index has increased by 2.04%, by 16.23% over the last three months, and by 9.94% year-to-date [1] - The index is calculated using a free-float market capitalization weighting method, with a base date of December 28, 2007, set at 1000.0 points [1] Group 2 - The top ten weighted stocks in the index include: SMIC (5.22%), Cambrian (3.47%), Stone Technology (0.98%), Sitaiwei (0.9%), Huahai Qingke (0.85%), Pacific (0.82%), Hengxuan Technology (0.82%), Chufeng Power (0.77%), Tuojing Technology (0.7%), and Longxin Zhongke (0.66%) [1] - The index is composed entirely of stocks listed on the Shanghai Stock Exchange, with a 100% representation [1] Group 3 - The industry composition of the index includes: Information Technology (33.04%), Industrials (23.12%), Consumer Discretionary (11.13%), Health Care (10.53%), Materials (8.80%), Consumer Staples (4.97%), Communication Services (4.42%), Financials (1.75%), Real Estate (0.98%), Utilities (0.85%), and Energy (0.41%) [2] - The index samples are adjusted annually, with adjustments implemented on the next trading day after the second Friday of June [2] - Temporary adjustments to the index samples may occur under special circumstances, such as when a sample no longer meets the medium enterprise classification standards or when a sample is delisted [2]