一个是手机、笔记本、服务器代工巨头，一个是冲进全球前十的晶圆代工新锐。华勤技术 （603296.SH，股价85.78元，市值871.31亿元）市值超870亿元，晶合集成（688249.SH，股价22.23元， 市值445.96亿元）市值约446亿元，两者"牵手"，能否搅动产业链格局？ 华勤技术承诺通过本次协议转让取得的晶合集成股份，以长期投资为目的，自交割日起36个月内不对外 转让。 7月29日晚间，华勤技术、晶合集成双双披露公告称，华勤技术与晶合集成股东力晶创投签署《股权转 让协议》，力晶创投拟将其持有的晶合集成6%股份转让给华勤技术，转让总价款为23.93亿元。本次股 份转让完成后，华勤技术将持有晶合集成6%股份，并将向其提名1名董事。记者注意到，当下，华勤技 术因代工英伟达H20服务器而广受市场追捧。两大巨头"牵手" 据了解，本次权益变动前，力晶创投持有晶合集成19.08%的股份，此次权益变动后，力晶创投将持有 晶合集成13.08%的股份，而华勤技术持有晶合集成6%股份。 封面图片来源：视觉中国-VCG211322973159 目前华勤技术市值大幅超过闻泰科技。截至7月29日收盘，华勤技术市值超870亿 ...

（文章来源：证券日报） 证券日报网讯 7月29日晚间，华勤技术发布公告称，公司第二届董事会第十六次会议审议通过了《关于 公司拟协议受让晶合集成部分股份的议案》。 ...

证券日报网讯 7月29日晚间，华勤技术发布公告称，公司第二届监事会第十三次会议审议通过了《关于 公司拟协议受让晶合集成部分股份的议案》。 （文章来源：证券日报） ...

Group 1 - Company Huqin Technology announced a strategic investment of 2.39 billion yuan for a 6% stake in Anhui Jinghe Integrated Circuit Co., marking its first foray into the semiconductor wafer manufacturing sector [1] - The investment will allow Huqin Technology to nominate one director to Jinghe and includes a commitment not to transfer shares for 36 months, signaling strong strategic collaboration [1] - This move aligns with Huqin's strategy to extend its reach into upstream sectors of the industry, enhancing its technological capabilities and product competitiveness [1] Group 2 - Huqin Technology expects to achieve operating revenue of 83 billion to 84 billion yuan for the first half of 2025, representing a year-on-year increase of 110.7% to 113.2% [2] - The company's net profit attributable to shareholders is projected to be between 1.87 billion and 1.90 billion yuan, with a year-on-year growth of 44.8% to 47.2% [2] - The growth is driven by the surge in demand for smart hardware amid global digital transformation and AI trends, supported by Huqin's "3+N+3" product matrix [2] Group 3 - Jinghe Integrated Circuit reported revenue of 5.07 billion to 5.32 billion yuan for the first half of 2025, reflecting a year-on-year growth of 15.3% to 21.0% [3] - The company's net profit attributable to shareholders is expected to be between 260 million and 390 million yuan, with a significant year-on-year increase of 39.0% to 109.6% [3] - Jinghe's rapid iteration of manufacturing processes and product expansion, including the mass production of 40nm display driver chips and 55nm CIS chips, indicates strong growth momentum in the context of domestic semiconductor industry replacement [3] Group 4 - Huqin Technology's investment in Jinghe is a strategic extension of its core capabilities in ODM, focusing on efficient operations, research and development, advanced manufacturing, and precision components [3] - Previous acquisitions by Huqin, such as Huayu Precision and Yiluda Holdings, have strengthened its competitive position in smart terminal components and acoustic modules, respectively [3] - The entry into wafer manufacturing is seen as a practical implementation of Huqin's supply chain consolidation and competitive enhancement strategy [3]

Core Viewpoint - Company Huqine Technology has signed a share transfer agreement to acquire 6% of Crystal Integrated (688249) for a total price of 2.39 billion yuan, marking its first foray into the semiconductor wafer manufacturing sector [1] Group 1: Investment Details - The share transfer price is set at 19.88 yuan per share, with a total transaction value of 2.39 billion yuan [1] - Following the transaction, Huqine Technology will nominate one director to Crystal Integrated and commit to a 36-month lock-up period for the shares [1] Group 2: Strategic Implications - This investment extends Huqine Technology's reach into the semiconductor industry, aligning with its strategy to expand upstream in the supply chain [1][4] - The move is expected to enhance the company's technological capabilities and product competitiveness, thereby improving operational resilience [1] Group 3: Crystal Integrated's Performance - Crystal Integrated anticipates revenue of 5.07 billion to 5.32 billion yuan for the first half of 2025, representing a year-on-year growth of 15.3% to 21% [2] - The company projects a net profit of 260 million to 390 million yuan for the same period, with a significant year-on-year increase of 39% to 108.6% [2] - Crystal Integrated is set to achieve mass production of its 40nm high-voltage OLED display driver chips and 55nm CIS chips in the first half of 2025 [2] Group 4: Huqine Technology's Financial Outlook - Huqine Technology expects to report revenue between 83 billion to 84 billion yuan for the first half of 2025, reflecting a substantial year-on-year growth of 110.7% to 113.2% [3] - The projected net profit for the same period is between 1.87 billion to 1.9 billion yuan, indicating a year-on-year increase of 44.8% to 47.2% [3] - The company benefits from the ongoing digital transformation and AI boom, positively impacting its operations across various sectors [3]

晶合集成（SH 688249，收盘价：22.23元）7月29日晚间发布公告称，合肥晶合集成电路股份有限公司 持股5%以上的股东力晶创新投资控股股份有限公司于2025年7月29日与华勤技术股份有限公司签署了 《股份转让协议》，力晶创投拟将其持有的公司约1.2亿股股份（占公司总股本的6%）以19.88元/股的 价格转让给华勤技术。 双方于《股份转让协议》约定，力晶创投应促使其向公司提名的其中一名非独立董事辞任，华勤技术将 向公司提名一名非独立董事。 华勤技术承诺通过本次协议转让取得的晶合集成股份，以长期投资为目的，自交割日起36个月内不对外 转让。在前述期限内，晶合集成股份因公司送股、转增股本等事项而衍生、增加的股份，亦遵守上述股 份锁定安排。 本次协议转让不触及要约收购，不会导致公司控股股东、实际控制人发生变化，亦不会对公司治理结构 及未来持续经营产生重大影响。协议转让概述本次协议转让的基本情况本次协议转让情况本次协议转让 前后各方持股情况本次协议转让的交易背景和目的。本次协议转让系转让方力晶创投基于自身投资规划 安排以及支持上市公司优化股权结构、引入产业投资者，受让方华勤技术基于对公司长期投资价值的认 可而发 ...

Group 1 - The core point of the article is that Lichuang Venture intends to transfer 120 million shares of Jinghe Integrated (688249.SH), representing 6.00% of the total share capital, to Huqin Technology at a price of 19.88 yuan per share [1] - After the transfer, Huqin Technology will hold 120 million shares of the company, also accounting for 6.00% of the total share capital [1]

合肥晶合集成电路股份有限公司 简式权益变动报告书 | 上市公司名称： | 合肥晶合集成电路股份有限公司 | | --- | --- | | 股票上市地点： | 上海证券交易所 | | 股票简称： | 晶合集成 | | 股票代码： | 688249 | | 信息披露义务人： | 力晶创新投资控股股份有限公司 | | | | | --- | --- | --- | --- | --- | | 住所： | 台北市中山区南京东路三段 号 70 | | 15 | 楼 | | 通讯地址： | 台北市中山区南京东路三段 70 | 号 | 15 | 楼 | | 权益变动性质 | 股份减少 | | | | 签署日期：二〇二五年七月 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的公 司信息披露内容与格式准则第 15 号——权益变动报告书》（以下简称"《格式准 则 15 号》"）及相关的法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人内部规则中的任何条 ...

合肥晶合集成电路股份有限公司 简式权益变动报告书 | 上市公司名称： | 合肥晶合集成电路股份有限公司 | | --- | --- | | 股票上市地点： | 上海证券交易所 | | 股票简称： | 晶合集成 | | 股票代码： | 688249 | | 信息披露义务人： | 华勤技术股份有限公司 | | --- | --- | | 住所： | 中国（上海）自由贸易试验区科苑路 399 号 1 幢 | | 通讯地址： | 上海市浦东新区绿科路 699 号华勤全球研发中心 | | 权益变动性质 | 股份增加 | 签署日期：二〇二五年七月 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的 公司信息披露内容与格式准则第 15 号——权益变动报告书》（以下简称"《格 式准则 15 号》"）及相关的法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人内部规则中的任何条款，或与之相冲突。 三、依据《证券法》《收购办法》《格式准则 15 号》规定，本 ...

证券代码：688249 证券简称：晶合集成 公告编号：2025-043 合肥晶合集成电路股份有限公司 关于持股 5%以上股东拟协议转让公司股份 暨股东权益变动的提示性公告 本次协议转让尚需上海证券交易所（以下简称"上交所"）进行合规性确 认，并在中国证券登记结算有限责任公司上海分公司（以下简称"登记结算公司"） 办理股份协议转让过户登记手续，公司将持续关注上述协议转让股份的进展情况 并及时履行信息披露义务，敬请广大投资者注意投资风险。 本次协议转让不触及要约收购，不会导致公司控股股东、实际控制人发 生变化，亦不会对公司治理结构及未来持续经营产生重大影响。 一、协议转让概述 （一）本次协议转让的基本情况 本公司董事会、全体董事及相关股东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： 合肥晶合集成电路股份有限公司（以下简称"公司"或"晶合集成"）持 股 5%以上的股东力晶创新投资控股股份有限公司（以下简称"力晶创投"）于 2025 年 7 月 29 日与华勤技术股份有限公司（以下简称"华勤技术"）签署了《股 份转让协议》，力晶创投拟将其 ...