Group 1 - Haitong Development reported a net profit of 86.87 million yuan for the first half of 2025, a year-on-year decrease of 64.14% [1] - Haitong Development achieved an operating income of 1.8 billion yuan, a year-on-year increase of 6.74% [1] - Crystal Integrated expects a net profit increase of 39.04% to 108.55% for the first half of 2025, with projected revenue between 5.07 billion yuan and 5.32 billion yuan [1] Group 2 - Aerospace Universe anticipates a net profit increase of 50.59% for the first half of 2025, with a projected net profit of 34.38 million yuan [2] - Aerospace Universe's net profit excluding non-recurring gains is expected to grow by 94.90% [2] Group 3 - Guodian Power reported a total power generation of 206.03 billion kWh for the first half of 2025, a year-on-year decrease of 3.61% [3] - The company's market-based transaction electricity accounted for 91.84% of the total electricity sold [3] Group 4 - Shanghai Pharmaceuticals announced that its tranexamic acid injection has passed the consistency evaluation for generic drugs [5] - The drug is primarily used for treating various bleeding disorders [5] Group 5 - Sanyou Chemical received approval to issue up to 900 million yuan in technology innovation corporate bonds [7] - The bond issuance is valid for 24 months from the date of approval [7] Group 6 - Baiyuntian's BAT4406F injection drug has received approval for clinical trials for additional indications [9] - The drug is a next-generation fully human anti-CD20 antibody [9] Group 7 - Huason Pharmaceutical received three drug re-registration approval notices [10] - The approved drugs include Ganji Bingmei tablets and other formulations [10] Group 8 - Shanying International plans to establish the Zhiyuan Fund with a total scale of 100 million yuan [13] - The fund will primarily invest in product companies related to industrial scenarios [13] Group 9 - Yiqiu Resources announced the sale of two properties in Malaysia for a total of approximately 3.67 million yuan [15] - The sale is part of the company's asset management strategy [15] Group 10 - Guizhou Bailing plans to apply for loans totaling no more than 920 million yuan from multiple banks [16] - The loans will be used to replace maturing loans and supplement working capital [16] Group 11 - Samsung Medical's subsidiary won a transformer procurement contract in Brazil worth approximately 341 million yuan [16] - The contract is part of the company's expansion into international markets [16] Group 12 - Changying Tong expects a net profit increase of 72.12% to 110.33% for the first half of 2025 [17] - The projected revenue is between 173 million yuan and 211 million yuan [17] Group 13 - Canqin Technology anticipates a net profit increase of 50.14% to 61.85% for the first half of 2025 [17] - The expected revenue is between 286 million yuan and 290 million yuan [17] Group 14 - Daya Shengxiang signed a lease agreement with an annual rent of 17 million yuan for a production facility [18] - The lease term is for 3 years and 4 months, including a 4-month rent-free period [18] Group 15 - Zhongzai Zihuan announced the resignation of its general manager due to work adjustments [20] - The company will appoint an interim general manager while searching for a permanent replacement [20] Group 16 - Fuwei Co. received a project notification from a well-known luxury brand for seat development [22] - The total sales amount for the project is expected to reach 4.9 billion yuan [22] Group 17 - Meili Technology's application for convertible bonds has been accepted by the Shenzhen Stock Exchange [26] - The issuance is subject to further approval from regulatory authorities [26] Group 18 - Jinzhik Technology announced a stock suspension due to potential control changes [27] - The suspension is expected to last no more than two trading days [27] Group 19 - Zhongtian Technology plans to distribute a cash dividend of 3 yuan per 10 shares [28] - The dividend distribution date is set for July 25, 2025 [28] Group 20 - Huahai Chengke plans to distribute a cash dividend of 0.2002 yuan per share [30] - The dividend distribution date is set for July 29, 2025 [30] Group 21 - Dasheng Intelligent won a smart transportation project contract worth 122 million yuan [31] - The project involves comprehensive monitoring systems for urban rail transit [31] Group 22 - Dongyue Silicon reported a fire incident affecting production operations [32] - The fire has been controlled, but the extent of damage is still being assessed [32] Group 23 - Shaanxi Guotou A reported a net profit of 726 million yuan for the first half of 2025, a year-on-year increase of 5.74% [35] - The company's operating income decreased by 2.95% [35] Group 24 - Yibo Technology announced a plan to reduce shareholding by up to 3% [37] - The reduction is due to the shareholder's funding needs [37] Group 25 - Xiling Information announced a stock suspension due to potential control changes [39] - The suspension is expected to last no more than two trading days [39] Group 26 - Tianli Lithium Energy plans to reduce shareholding by 4.55% through block trading [40] - The reduction is due to the fund's operational timeline nearing its end [40] Group 27 - Sihui Fushi announced plans for a combined shareholding reduction of up to 3% [42] - The reduction is due to the shareholders' personal funding needs [42] Group 28 - Jinma Leisure announced a plan for a combined shareholding reduction of up to 4.83% [44] - The reduction is due to personal funding needs of the controlling shareholder and executives [44] Group 29 - *ST Zitian's stock may be terminated due to financial reporting issues [46] - The company is under regulatory scrutiny for failing to rectify its financial statements [46]

Group 1 - The company expects to achieve operating revenue between 5,070 million and 5,320 million yuan for the first half of 2025, representing a year-on-year increase of 67.22 million to 92.22 million yuan, or a growth rate of 15.29% to 20.97% [1][2] - The net profit attributable to the parent company is projected to be between 260 million yuan and 108.55% [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses is expected to be between 157 million and 235 million yuan, reflecting an increase of 62.33 million to 140.33 million yuan, or a growth rate of 65.83% to 148.22% compared to the same period last year [1][2] Group 2 - The company attributes the performance increase to high utilization rates, which have positively impacted operating revenue and product gross margins [2] - The company continues to strengthen its position in the market, with CIS becoming the second major product line, while other products also show improved competitiveness [2] - The company has achieved mass production of 40nm high-voltage OLED display driver chips and 55nm full-process stacked CIS chips, with ongoing development of 28nm OLED display driver chips and 28nm logic chips expected to enter risk mass production by the end of the year [2]

[2025 Semi-Annual Performance Guidance](index=1&type=section&id=2025%20Semi-Annual%20Performance%20Guidance) The company forecasts 2025 semi-annual operating revenue of RMB 5.07-5.32 billion and net profit of RMB 260-390 million 2025 Semi-Annual Performance Forecast | Metric | 2025 Semi-Annual Forecast | 2024 Semi-Annual Actual | Year-on-Year Growth | | :--- | :--- | :--- | :--- | | **Operating Revenue (RMB millions)** | 5,070 - 5,320 | 4,397.78 | 15.29% - 20.97% | | **Net Profit Attributable to Shareholders (RMB millions)** | 260 - 390 | 187.00 | 39.04% - 108.55% | | **Net Profit Attributable to Shareholders (Excl. Non-Recurring Items) (RMB millions)** | 157 - 235 | 94.67 | 65.83% - 148.22% | - This performance forecast represents preliminary calculations by the company's finance department and has not been audited by a certified public accountant[2](index=2&type=chunk)[3](index=3&type=chunk) [Analysis of Key Factors Influencing Performance Changes](index=1&type=section&id=Analysis%20of%20Key%20Factors%20Influencing%20Performance%20Changes) Performance growth is driven by industry recovery, high capacity utilization, product structure optimization, and increased R&D investment [Industry Recovery and Capacity Utilization Improvement](index=1&type=section&id=Industry%20Recovery%20and%20Capacity%20Utilization%20Improvement) Industry recovery, increased sales, and high capacity utilization have steadily boosted revenue and gross profit margins - During the reporting period, industry sentiment improved, leading to increased product sales and high capacity utilization, which boosted revenue and gross profit[4](index=4&type=chunk) [Product Structure Optimization and Technological Breakthroughs](index=2&type=section&id=Product%20Structure%20Optimization%20and%20Technological%20Breakthroughs) Product structure optimization, including CIS chip growth and mass production of advanced 40nm OLED and 55nm CIS chips, alongside 28nm technology progress - CIS chips emerged as the company's second main product line, with their revenue contribution to main operations continuously increasing in the first half of 2025[5](index=5&type=chunk) - The company achieved progress in high-end products: 40nm high-voltage OLED display driver chips and 55nm stacked CIS chips have entered mass production[5](index=5&type=chunk) - Development of more advanced 28nm OLED display driver chips and 28nm logic chips is progressing smoothly, with risk production expected by the end of 2025[5](index=5&type=chunk) [Sustained Growth in Research and Development Investment](index=2&type=section&id=Sustained%20Growth%20in%20Research%20and%20Development%20Investment) R&D investment increased by approximately 15% year-on-year, supporting continuous innovation and market competitiveness - During the reporting period, the company's R&D investment increased by approximately **15%** year-on-year to support technological and product innovation[5](index=5&type=chunk) [Risk Warning and Other Explanations](index=2&type=section&id=Risk%20Warning%20and%20Other%20Explanations) This preliminary, unaudited performance forecast data may differ from the final 2025 semi-annual report - This performance forecast data is a preliminary calculation and unaudited, potentially differing from the final data disclosed in the semi-annual report[6](index=6&type=chunk)[7](index=7&type=chunk)

Core Viewpoint - The company expects a significant increase in net profit for the first half of 2025, projecting a year-on-year growth of 39.04% to 108.55% [1] Financial Performance - The estimated net profit attributable to the parent company is projected to be between 260 million and 390 million yuan [1] - The growth in performance is primarily driven by the recovery in industry conditions, increased product sales, and high capacity utilization [1] Product and Market Dynamics - The increase in revenue and gross profit is attributed to the rise in sales volume and the higher proportion of CIS products [1]

Group 1 - The company has opened a special account for raised funds and signed a tripartite supervision agreement for the storage of these funds [4][5] - The total amount raised from the initial public offering (IPO) was approximately 9.96 billion RMB, with a net amount of about 9.72 billion RMB after deducting issuance costs [2][3] - The company has terminated certain fundraising projects and redirected the funds to other projects, specifically the 28nm logic and OLED chip process platform research and development project [3][4] Group 2 - The tripartite supervision agreement involves three parties: the company, Hefei Technology Rural Commercial Bank, and China International Capital Corporation [6][7] - The special accounts opened for the raised funds are designated solely for specific projects and cannot be used for other purposes [5][6] - The supervising party (CICC) is responsible for monitoring the use of the raised funds and has the authority to conduct on-site investigations and request documentation [6][7]

证券代码：688249 证券简称：晶合集成 公告编号：2025-038 合肥晶合集成电路股份有限公司 关于开立募集资金专项账户并签订募集资金专户 存储三方监管协议的公告 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。 一、募集资金基本情况 经中国证券监督管理委员会于 2022 年 5 月 9 日出具的《关于同意合肥晶合 集成电路股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕954 号）同意，合肥晶合集成电路股份有限公司（以下简称"公司"）首次向社会公 开发行人民币普通股（A 股）501,533,789 股。公司每股发行价格 19.86 元，募集 资金总额为 9,960,461,049.54 元，扣除发行费用 236,944,589.63 元后，募集资金 净额为 9,723,516,459.91 元。容诚会计师事务所（特殊普通合伙）对公司本次公 开发行的资金到位情况进行了审验，并于 2023 年 4 月 26 日出具了《验资报告》 （容诚验字[2023]230Z0099 号）。 募集资金到账后，公司已对募集资 ...

Meeting Overview - The second meeting of the Supervisory Board of Hefei Jinghe Integrated Circuit Co., Ltd. was held on June 26, 2025, combining in-person and remote attendance, with all three supervisors present [1][2]. Resolutions Passed - The Supervisory Board approved the proposal to conclude certain fundraising projects and permanently supplement the remaining raised funds into working capital, which is expected to enhance the efficiency of fund usage and align with the interests of the company and all shareholders [2][3]. - The adjustment of the 2023 and 2025 restricted stock incentive plans was approved, confirming compliance with relevant laws and regulations, and ensuring no harm to the interests of the company and shareholders [3][4]. - The Supervisory Board agreed to the initial grant of restricted stock under the 2025 incentive plan, with a grant price set at RMB 12.00 per share for 5,938,500 shares to 993 eligible recipients, effective June 26, 2025 [4][5]. - A proposal to register and issue super short-term financing bonds not exceeding RMB 2 billion was approved, aligning with the company's development plan and operational needs, pending shareholder meeting approval [5].

Core Viewpoint - Hefei Jinghe Integrated Circuit Co., Ltd. has decided to conclude the "40nm Logic Chip Process Platform R&D Project" and permanently supplement its working capital with the remaining funds from the fundraising projects [1][5]. Fundraising Overview - The company raised a total of approximately 9.96 billion RMB through its initial public offering, issuing 501,533,789 shares at a price of 19.86 RMB per share [1]. - The funds were managed in a dedicated account with oversight from the sponsor and the bank [2]. Project Details - The fundraising projects included the "40nm Logic Chip Process Platform R&D Project," which has now been concluded, and the total planned funding for the projects was 9.5 billion RMB [2]. - The company has adjusted its fundraising project plans, with the total amount remaining at 9.5 billion RMB despite changes in specific project allocations [2]. Remaining Funds and Usage - As of June 15, 2025, the remaining funds from the concluded project amount to 353.24 million RMB, which will be used to permanently supplement the company's working capital [5]. - The remaining funds include unspent contract payments and other costs, which will be settled using the company's own funds [4]. Reasons for Surplus Funds - The company has effectively managed its funds, optimizing resource allocation and reducing project implementation costs through the integration of advanced technologies and domestic procurement [4]. - The company also generated some investment income from cash management of idle funds during the fundraising period [4]. Impact of Fund Reallocation - The decision to permanently supplement working capital with surplus funds is aimed at improving the efficiency of fund usage and does not harm the interests of the company or its shareholders [5][6]. - The supervisory board and the sponsor have both expressed their agreement with this decision, confirming compliance with relevant regulations [6][8].

Core Viewpoint - The report outlines the independent financial advisory opinion regarding Hefei Jinghe Integrated Circuit Co., Ltd.'s 2025 Restricted Stock Incentive Plan, detailing the adjustments and initial grant matters [1][2][3] Summary by Sections Definitions - The report defines key terms related to the incentive plan, including "Company," "Incentive Objects," "Grant Date," and "Vesting" [1][2] Independent Financial Advisor's Role - Shenzhen Value Online Consulting Co., Ltd. serves as the independent financial advisor for the 2025 Restricted Stock Incentive Plan, providing opinions based on relevant laws and regulations [2][3] Basic Assumptions - The opinions expressed in the report are based on assumptions regarding the stability of laws, the accuracy of provided information, and the absence of unforeseen adverse factors [4] Approval Procedures - The company held multiple meetings to approve the incentive plan, including board meetings and supervisory committee reviews, culminating in the necessary authorizations [4][5][6][7] Adjustments and Initial Grant Details - The initial grant of restricted stock was adjusted due to the departure of certain incentive objects, reducing the number from 1,007 to 993 [8][9] - The initial grant date is set for June 26, 2025, with a total of 59.3885 million shares granted at a price of 12.00 yuan per share, representing 2.96% of the company's total share capital [9][10] Vesting Conditions - The vesting of restricted stock is contingent upon meeting specific performance conditions, including financial metrics such as Economic Value Added (EVA) and net profit growth [14][15] Independent Financial Advisor's Opinion - The independent financial advisor concludes that the adjustments and initial grants comply with relevant regulations and do not harm shareholder interests [15]

Summary of Key Points Core Viewpoint - Hefei Jinghe Integrated Circuit Co., Ltd. has implemented a stock incentive plan, distributing a total of 6,208.85 million shares, which represents 3.09% of the company's total equity. The plan aims to motivate key personnel and align their interests with the company's performance [1]. Group 1: Incentive Distribution - The distribution of restricted stocks includes 910.00 million shares allocated to senior management and core technical personnel, accounting for 14.66% of the total shares granted [1]. - Core employees, including those from subsidiaries, received 5,028.85 million shares, representing 80.99% of the total shares granted [1]. - The total number of individuals receiving the initial grant is 993, with the total shares granted being 5,938.85 million, which is 95.65% of the total [1]. Group 2: Reserved Shares - A reserved portion of 270.00 million shares is set aside, which constitutes 4.35% of the total shares granted [1]. - The total number of shares granted under the incentive plan does not exceed 10.00% of the company's total equity at the time of submission to the shareholders' meeting [1]. Group 3: Compliance and Conditions - The incentive plan stipulates that 20% of the granted shares will be vested upon completion of the term and satisfactory performance evaluations [1]. - The plan includes provisions for timely and accurate disclosure of relevant information, ensuring compliance with legal and regulatory requirements [1].