证券代码：688225 证券简称：亚信安全 公告编号：2025-049 本次股票上市流通总数为190,902,237股。 本次股票上市流通日期为2025 年 8 月 11 日（因 2025 年 8 月 9 日为非交易 日，上市流通日期顺延至下一个交易日，即 2025 年 8 月 11 日）。 本次解除限售的股东原锁定期为自公司股票上市之日起 36 个月，因触发 延长股份锁定期的承诺履行条件而延长锁定期 6 个月，锁定期为自公司股票上市 之日起 42 个月。现限售期即将届满，将于 2025 年 8 月 11 日起上市流通。 一、本次上市流通的限售股类型 亚信安全科技股份有限公司 首次公开发行部分限售股上市流通公告 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： 本次股票上市流通类型为首发限售股份；股票认购方式为网下，上市股数 为190,902,237股。 经中国证券监督管理委员会（以下简称"中国证监会"）于2022年1月5日出具 的《关于同意亚信安全科技股份有限公司首次公开发行股票注册的批复》（证监许 可[2 ...

中国国际金融股份有限公司 关于亚信安全科技股份有限公司 首次公开发行部分限售股上市流通的核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为亚信 安全科技股份有限公司（以下简称"亚信安全"或"公司"）首次公开发行股票并在 科创板上市的保荐机构，根据《中华人民共和国公司法》《中华人民共和国证券 法》《上市公司证券发行注册管理办法》《证券发行上市保荐业务管理办法》《上 海证券交易所科创板股票上市规则》《科创板上市公司持续监管办法（试行）》 等相关法律法规和规范性文件，对公司首次公开发行部分限售股上市流通事项进 行了认真、审慎的核查，核查情况如下： 一、本次上市流通的限售股类型 经中国证券监督管理委员会（以下简称"中国证监会"）于 2022 年 1 月 5 日出具的《关于同意亚信安全科技股份有限公司首次公开发行股票注册的批复》 （证监许可[2022]7 号）同意，公司首次向社会公众公开发行人民币普通股（A 股） 股票 40,010,000 股，并于 2022 年 2 月 9 日在上海证券交易所科创板上市，发行 完成后总股本为 400,010,000 股，其中限售股 367,322,417 股 ...

2024年1至12月份，亚信安全的营业收入构成为：网络安全行业占比100.0%。 （文章来源：每日经济新闻） 亚信安全（SH 688225，收盘价：19.28元）7月30日晚间发布公告称，公司限售股份约1.91亿股将于 2025年8月11日解禁并上市流通，占公司总股本比例为47.72%。 ...

格隆汇7月30日丨亚信安全(688225.SH)公布，公司本次股票上市流通总数为1.91亿股。本次股票上市流 通日期为2025年8月11日（因2025年8月9日为非交易日，上市流通日期顺延至下一个交易日，即2025年8 月11日）。本次解除限售的股东原锁定期为自公司股票上市之日起36个月，因触发延长股份锁定期的承 诺履行条件而延长锁定期6个月，锁定期为自公司股票上市之日起42个月。现限售期即将届满，将于 2025年8月11日起上市流通。 ...

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。 证券代码：688225 证券简称：亚信安全 公告编号：2025-048 亚信安全科技股份有限公司 关于获得政府补助的公告 二、政府补助的类型及对公司的影响 公司根据《企业会计准则第16号——政府补助》等有关规定，确认上述事项 并划分补助类型。上述政府补助未经审计，具体的会计处理以及对公司损益的影 响情况最终以审计机构年度审计确认后的结果为准，敬请广大投资者注意投资风 险。 特此公告。 亚信安全科技股份有限公司董事会 2025年7月29日 一、获得补助的基本情况 亚信安全科技股份有限公司（以下简称"公司"）于近日收到政府补助人民 币4,100,037.72元，属于与收益相关的政府补助。 ...

Core Viewpoint - The company, AsiaInfo Security, announced a share reduction plan involving its chairman and ten other parties, which may lead to a significant market impact due to the scale and timing of the reduction [2] Group 1: Share Reduction Plan - The chairman and ten other parties plan to reduce their holdings by up to 12 million shares, representing 3% of the total share capital, potentially cashing out approximately 242 million yuan at the closing price of 20.17 yuan per share [2] - Following the announcement, the stock price dropped nearly 3% in early trading, indicating increased market risk aversion [2] Group 2: Financial Performance Concerns - The company is set to consolidate with AsiaInfo Technology in November 2024, with projected revenue growth of 347% year-on-year to 1.29 billion yuan in Q1 2025, but it is also expected to report a net loss of 227 million yuan and negative operating cash flow of 686 million yuan [2] - The high growth does not translate into profitability, raising concerns about high integration costs and overall financial health [2] Group 3: Investor Impact - The potential selling pressure of 242 million yuan is equivalent to 1.5 times the average daily trading volume over the past month, leading to increased short-term liquidity pressure [2] - The collective reduction by insiders may signal a lack of confidence in future performance, which could weaken long-term holding intentions among investors [2] - The chairman's indirect reduction through a complex structure may exacerbate negative perceptions regarding governance and transparency [2] Group 4: Recommendations for Market Confidence - To regain market trust, the company should disclose detailed integration progress and cost breakdowns following the consolidation with AsiaInfo Technology, using order and gross profit data to counter the "increased revenue without increased profit" concerns [3] - The company should consider initiating a buyback or core employee stock purchase plan before the semi-annual report to mitigate the impact of the share reduction [3] - Strict cost control measures should be implemented to demonstrate that the integration is not merely "burning money for revenue" [3]

Group 1 - Yaxin Security plans to reduce its shareholding by up to 3%, totaling no more than 12 million shares, from August 8, 2025, to November 7, 2025 [1] - Shangwei Co. intends to issue up to 180 million shares to its controlling shareholder, raising no more than 1.144 billion yuan for digital upgrades and working capital [1][2] - Anker Innovations is exploring the possibility of overseas share issuance to enhance its global strategy and brand image, with no specific plan confirmed yet [3] Group 2 - AVIC Xi'an Aircraft Industry Group's chairman resigned due to work changes, effective immediately upon submission of the resignation [4] - Tianci Materials signed a procurement cooperation agreement to supply at least 550,000 tons of electrolyte products to Chuangneng New Energy from 2025 to 2030, enhancing market share and profitability [5][6] - Guangshentang's innovative drug GST-HG131 has been included in the list of breakthrough therapies, but this does not guarantee market approval or immediate financial impact [7][8] Group 3 - Chaozhuo Aerospace plans to reduce its shareholding by up to 3%, totaling no more than 896,000 shares, from August 7, 2025, to November 6, 2025 [9] - Taiji Group intends to repurchase shares worth between 80 million and 120 million yuan, with a maximum price of 28.03 yuan per share, to be used for cancellation [11][12] - Xibu Materials plans to invest 125 million yuan in a private placement by its subsidiary to raise 147 million yuan for working capital and loan repayment [13] Group 4 - Shantui Co. plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [14] - *ST Huawang intends to acquire 55.5% of Niwei Power for 666 million yuan, entering the new energy hybrid vehicle sector [15] - Tailin Bio's controlling shareholder plans to reduce its shareholding by up to 1.5%, totaling no more than 1.8195 million shares, for personal funding needs [17] Group 5 - Huicheng Vacuum plans to reduce its shareholding by up to 3%, totaling no more than 3 million shares, from August 7, 2025, to November 6, 2025 [18][19] - Kesi Co.'s actual controller plans to reduce its shareholding by up to 3%, totaling no more than 14.27 million shares, for personal funding needs [20][21] - Zhongchong Co.'s controlling shareholder plans to reduce its shareholding by up to 1.5%, totaling no more than 4.56 million shares, for funding needs [22][23] Group 6 - Shanhigh Environmental plans to raise no more than 718 million yuan through a private placement to supplement working capital and repay bank loans [24][25] - Zhongrong Electric plans to invest 114 million yuan in the construction of the Sinok New Energy Technology Park, expected to be completed by the end of 2027 [26] - Kaisen New Materials' shareholder plans to transfer 4.75% of its shares, totaling 20 million shares, for personal funding needs [27] Group 7 - Xinxin Standard's controlling shareholder plans to reduce its shareholding by up to 3%, totaling no more than 6.7792 million shares, for personal funding needs [28] - Chuhuan Technology plans to invest 9.99 million yuan in a partnership focused on high-end manufacturing, including semiconductors and new materials [29] - Shankai Intelligent's stock will resume trading after a share transfer agreement with Changjiang Aerospace, which will become the controlling shareholder [30]

Core Viewpoint - The announcement of a share reduction plan by AsiaInfo Security (688225.SH) indicates a strategic move by its shareholders to liquidate a portion of their holdings, which may impact the stock's market performance and investor sentiment [1][4]. Shareholder Reduction Plan - The shareholders, including Nanjing AsiaInfo Lexin and others, collectively hold 18,064,511 shares, representing 4.52% of the total share capital [2][3]. - The planned reduction involves selling up to 12,000,300 shares, which is 3% of the total share capital, with a breakdown of 4,000,100 shares through centralized bidding and 8,000,200 shares through block trading [3]. - The reduction period is set for three months starting 15 trading days after the announcement, with adjustments possible if corporate actions like dividends or stock splits occur [3]. Company Performance - AsiaInfo Security reported a revenue of 3.595 billion yuan for 2024, marking a year-on-year increase of 123.56%, and a net profit attributable to shareholders of 9.5906 million yuan, a significant recovery from a loss of 291 million yuan in the previous year [6]. - In Q1 2025, the company achieved a revenue of 1.290 billion yuan, a staggering growth of 347.54%, although it still reported a net loss of 227 million yuan [6][7]. - The company raised a total of 1.221 billion yuan during its IPO, with net proceeds of 1.123 billion yuan, which were intended for various security-related projects [5].

Group 1 - Meidi Kai plans to acquire 100% equity of Haisholi and INNOWAVE VIETNAM for a total of 2 billion KRW, entering Samsung's supply chain and filling gaps in its ultra-thin optical film business [3] - Tuo Xin Pharmaceutical will invest 10 million CNY in Jiangsu Jinsan Biotechnology, acquiring a 1.75% stake, as Jinsan has successfully produced high-purity ergothioneine [4] - Zhejiang Energy Power reported a 4.48% increase in power generation to 78.848 billion kWh in the first half of the year, driven by rising electricity demand in Zhejiang province [5] Group 2 - Anker Innovation is researching overseas share issuance to enhance its global strategy and brand image, with no specific plan confirmed yet [6] - *ST Chuangxing announced a change in actual controller to Wang Xiangrong after a judicial auction of shares [7] - Hosheng Silicon Industry's controlling shareholder plans to transfer 5.08% of its shares for 2.634 billion CNY [8] Group 3 - Wuchan Zhongda's subsidiary plans to acquire 100% equity of South Taihu Technology for 1.457 billion CNY, aiming to strengthen its position in the cogeneration sector [9] - Postal Savings Bank intends to invest 10 billion CNY to establish a financial asset investment company, supporting technological innovation and private enterprises [10] - *ST Huawang plans to purchase 55.5% equity of Niwei Power for a total of approximately 6.01 billion CNY, focusing on the development of high-pressure fuel tank systems for hybrid vehicles [11] Group 4 - Tiande Yu expects a 50.89% increase in net profit to 152 million CNY in the first half of 2025, driven by growth in display driver chips [14] - Pinming Technology anticipates a net profit increase of 231.79% to 340 million CNY in the first half of 2025, attributed to growth in construction information software [15] - *ST Jinglun forecasts a loss of 19 to 22 million CNY in the first half of 2025, despite a 23.5% revenue increase [16] Group 5 - Jindi Co. signed an industrial project investment contract with the government for no less than 1.5 billion CNY to expand its market in Southwest China [17] - Baiyun Electric is expected to win a procurement project from the State Grid worth 164 million CNY [18] Group 6 - Fulei New Materials plans to reduce its stake by up to 1.33% through trading [19] - Yaxin Security's shareholders plan to collectively reduce their stake by up to 3% [20] - Zhongchong Co.'s controlling shareholder plans to reduce its stake by up to 1.5% [21] Group 7 - Huayuan Holdings intends to repurchase shares worth 20 to 40 million CNY for employee stock ownership plans [24] - Taiji Group plans to repurchase shares worth 80 to 120 million CNY, all for cancellation [25] Group 8 - Fengshen Co. plans to raise up to 1.1 billion CNY through a private placement for a tire expansion project [26] - Shangwei Co. plans to raise up to 1.144 billion CNY through a private placement to enhance its capabilities [27] - Shanggao Environmental plans to raise up to 718 million CNY through a private placement for working capital and debt repayment [28]

Company Focus - Postal Savings Bank plans to invest 10 billion yuan to establish China Post Financial Asset Investment Co., Ltd [2] - Anker Innovation is currently researching and evaluating equity financing in the Hong Kong capital market [2] - Hoshine Silicon Industry's controlling shareholder intends to transfer 5.08% of the company's shares to Xiao Xiukun for a total price of 2.634 billion yuan [2] - Shantui Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange [2] Investment & Contracts - Jindi Co., Ltd. signed an industrial project investment contract with the Bishan District government for no less than 1.5 billion yuan [2] - Tuoxin Pharmaceutical intends to increase capital by 10 million yuan in Jingsan Biological, which has achieved the preparation of high-purity ergotamine [2] Equity Changes - Wuchan Huaneng plans to acquire 100% equity of Nantah Lake Technology for 1.457 billion yuan [3] - A shareholder of Aisecurity plans to reduce their holdings by no more than 3% of the company's shares [2] Performance & Earnings - Tiande Yu expects a net profit of 152 million yuan for the first half of the year, a year-on-year increase of 50.89% [4] - Pinming Technology anticipates a year-on-year net profit increase of 232%-303% for the first half of 2025 [4] Contracts & Project Wins - Pinggao Electric won a project from the State Grid with a total amount of approximately 1.45 billion yuan [4] Financing & Capital Increase - Shangwei Co., Ltd. plans to issue shares to its controlling shareholder Fuhua Chemical to raise no more than 1.144 billion yuan [2] Stock Price Movements - Zhongchen Technology's revenue from humanoid robot-related products accounts for no more than 1% of total revenue [2]