晶合集成(688249.SH)公告，公司股东力晶创投拟将其持有的公司1.2亿股份(占公司总股本的6.00%)以 19.88元/股的价格转让给华勤技术（603296）。权益变动后，华勤技术持有公司1.2亿股股份，占总股本 的6.00%。 ...

格隆汇7月29日丨晶合集成(688249.SH)公布，公司持股5%以上的股东力晶创新投资控股股份有限公司 （简称"力晶创投"）于2025年7月29日与华勤技术股份有限公司（简称"华勤技术"）签署了《股份转让 协议》，力晶创投拟将其持有的公司120,368,109股股份（占公司总股本的6.00%）以19.88元/股的价格 转让给华勤技术。本次权益变动前，力晶创投持有公司382,732,181股股份，占总股本的19.08%，华勤 技术未持有公司股份。本次权益变动后，力晶创投持有公司262,364,072股股份，占总股本的13.08%， 华勤技术持有公司120,368,109股股份，占总股本的6.00%。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。 ...

晶合集成公告，持股5%以上的股东力晶创投拟将其持有的公司1.2亿股股份（占公司总股本的6.00%） 以19.88元/股的价格转让给华勤技术。本次权益变动前，力晶创投持有公司3.83亿股股份，占总股本的 19.08%，华勤技术未持有公司股份。本次权益变动后，力晶创投持有公司2.62亿股股份，占总股本的 13.08%，华勤技术持有公司1.2亿股股份，占总股本的6.00%。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。 ...

Core Viewpoint - The company plans to spin off its photomask business into a separate entity, Anhui Jingmei Photomask Co., Ltd., to enhance operational efficiency and market competitiveness in the semiconductor photomask production sector [2][3]. Group 1: Business Strategy - The company aims to establish a dedicated production line for photomasks focusing on semiconductor processes of 28nm and above [2]. - The spin-off is intended to better capture market opportunities, expand production scale, and enhance supply chain stability and industry synergy [3]. Group 2: Intellectual Property and Technology - Anhui Jingmei currently holds 24 patents, including 20 invention patents and 4 utility model patents, with 17 patents already certified and 7 pending [2]. - The company possesses 73 proprietary technologies, which are essential for the operation of photomask equipment and production processes, ensuring product yield [2]. Group 3: Financial Aspects - The estimated value of the transferred photomask-related technology is approximately 27.73 million yuan [2]. - The company plans to raise a total of 1.195 billion yuan through investments from various partners, with the company itself contributing 200 million yuan from its own funds [3].

华勤技术公告，公司与力晶创投于2025年7月29日签署《股份转让协议》，公司拟以现金方式协议受让 力晶创投持有的晶合集成1.2亿股股份，占晶合集成总股本的6.00%，转让价格为19.88元/股，转让总价 为人民币23.93亿元。本次交易前，公司未持有晶合集成股份；本次交易后，公司持有晶合集成6.00%的 股份。本次交易尚需经上交所进行合规性确认，并在登记结算公司办理股份过户登记手续。 ...

智通财经7月29日电，华勤技术(603296.SH)公告称，公司拟以现金方式协议受让力晶创投持有的晶合集 成120,368,109股股份，占晶合集成总股本的6.00%，转让价格为19.88元/股，转让总价为23.93亿元。本 次交易不构成关联交易，亦不构成重大资产重组。交易完成后，公司将向晶合集成提名一名非独立董 事。本次交易尚需上交所进行合规性确认，并在登记结算公司办理股份过户登记手续。 华勤技术：拟协议受让晶合集成6.00%股份 ...

中国国际金融股份有限公司 关于合肥晶合集成电路股份有限公司 拟出售及出租资产暨关联交易的核查意见 中国国际金融股份有限公司（以下简称"保荐机构"）作为合肥晶合集成电路股份 有限公司（以下简称"晶合集成"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《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》 《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等法律法规的 有关规定，对晶合集成拟出售及出租资产暨关联交易的事项进行了审慎核查，具体核 查情况及意见如下： 一、关联交易概述 （一）本次出售资产的基本情况 1、本次交易概况 根据公司发展战略规划，晶合集成拟将光罩业务通过安徽晶镁光罩有限公司（以 下简称"安徽晶镁"）独立运营，由安徽晶镁建设光罩生产线，专注于 28nm 及以上工 艺节点半导体光罩生产制造。公司拟以非公开协议方式将自行研发的光罩相关技术转 让给安徽晶镁。公司委托北京中企华资产评估有限责任公司对拟转让技术以 2025 年 1 月 31 日为评估基准日进行价值评估，评估价格为人民币 27,732.13 万元（不含税）。经 双方协商，以前述评估结果作为本次技术 ...

Group 1 - RuiLian New Materials plans to terminate the raw material project of Weinan RuiLian Pharmaceutical due to uncertainties in the construction timeline of the second phase [1] - HaiDa Group reported a net profit of 2.639 billion yuan for the first half of 2025, a year-on-year increase of 24.16% [1] Group 2 - JinCheng Pharmaceutical's subsidiary received the CEP certificate for Oseltamivir phosphate chemical raw material from the European Medicines Agency [2] - WenFeng Co. announced that 124 million shares held by shareholder Zheng SuZhen will be judicially auctioned [3] Group 3 - ShanJin International plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [5] - XiDian Pharmaceutical's shareholders plan to reduce their holdings by up to 3% of the company's total shares [7] Group 4 - ZhongTung High-Tech's subsidiary intends to purchase assets from Wukuang Tungsten Industry for 135 million yuan [9] - ZhongTung High-Tech's subsidiary plans to implement a 1.4 billion micro-drill intelligent manufacturing project with an estimated total investment of 178 million yuan [10] Group 5 - TianYi Co. has been selected as the first candidate for two procurement projects by China Mobile, with a total share of 160% [11] - GuangKu Technology is planning a major asset restructuring and has suspended trading of its stock [13] Group 6 - FaShiLong's controlling shareholder plans to transfer part of its shares, with the stock resuming trading [14] - TaiGe Pharmaceutical's shareholder plans to reduce holdings by up to 3 million shares [15] Group 7 - DaLian ShengYa's controlling shareholder is set to change, with the stock resuming trading [16] - JuRan Smart Home announced the passing of its actual controller and CEO, Wang LinPeng [18] Group 8 - JingQuanHua's shareholder plans to reduce holdings by up to 1% of the company's total shares [19] - JiangTe Electric's control change has progressed, with the stock resuming trading [21] Group 9 - AiWei Electronics plans to issue convertible bonds to raise up to 1.901 billion yuan for various projects [22] - ShangWei New Materials stated that its stock price has significantly deviated from its current fundamentals [22] Group 10 - JingHe Integrated plans to invest 1.195 billion yuan in Anhui Jingmei to support its layout in the photomask industry [23]

Group 1 - The semiconductor market shows signs of recovery, with global market size reaching $589.8 billion in May, a month-on-month increase of 3.55% and a year-on-year increase of 20% [6][8] - Major domestic wafer foundries, including SMIC, Hua Hong, and JCET, report high capacity utilization rates, with SMIC increasing from 68.1% to 89.6% and Hua Hong exceeding 100% [9][11] - The overall performance of the semiconductor industry is improving, with significant growth in exports and production in the electronic information manufacturing sector [8][9] Group 2 - Despite positive trends in the upstream semiconductor market, the chip spot market remains sluggish, with many traders reporting decreased orders and inquiries [14][15] - The disparity in market conditions is evident, with some distributors experiencing growth while others face challenges due to supply-demand imbalances [16][17] - Different segments within the semiconductor industry are experiencing varied performance, with analog chip manufacturers like TI and ADI showing recovery, while power device and silicon carbide sectors remain under pressure [20][21] Group 3 - The tight capacity situation is attributed to factors such as tariff fluctuations, domestic demand recovery, and government subsidies, leading to increased orders for local foundries [24][25] - The overall sentiment in the semiconductor industry is mixed, with leading companies benefiting from high-end chip demand while smaller firms struggle with rising material costs and competitive pressures [22][25] - The industry is characterized by a "blind men touching an elephant" phenomenon, where different stakeholders have varying perceptions of the market situation [25]

Group 1 - The second supervisory board meeting of Hefei Jinghe Integrated Circuit Co., Ltd. was held on July 25, 2025, with all three supervisors present, ensuring compliance with relevant laws and regulations [1][2] - The supervisory board approved the proposal for external investment and related transactions, affirming that the process adhered to principles of equality and mutual benefit, and did not harm the interests of the company or its shareholders [1][2] - The supervisory board also approved the proposal for technology transfer to Anhui Jingmei, confirming that the procedures complied with legal requirements and did not harm shareholder interests [2][3] Group 2 - The supervisory board agreed to lease factory buildings and supporting facilities to Anhui Jingmei and Anhui Jingrui, with the process deemed compliant with legal standards and not detrimental to shareholder interests [2][3]