Group 1 - China Electric Power Construction announced new contract amount of 686.699 billion yuan for the first half of 2025, a year-on-year increase of 5.83% [2] - The new contracts in energy and power business reached 431.388 billion yuan, up 12.27% year-on-year [2] - The new contracts in water resources and environment business were 77.321 billion yuan, down 14.05% year-on-year [2] Group 2 - Yanghe Brewery elected Gu Yu as the chairman of the board, with a term consistent with the current board [3] - Gu Yu has a background in local government and has been involved in economic work and investment promotion [3] Group 3 - BYD announced a profit distribution plan for 2024, proposing a cash dividend of 39.74 yuan per 10 shares and a stock distribution of 8 shares for every 10 shares held [4] - The total cash dividend amounts to approximately 12.077 billion yuan [4] Group 4 - Xie Chuang Data plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance international strategy and overseas business layout [6] - The specific details and plans are yet to be determined and require further approvals [6] Group 5 - Jin Chengxin's convertible bond issuance has been approved, with a financing amount of 2 billion yuan [10] - Huafeng Technology plans to raise no more than 1 billion yuan through a private placement for various projects [11] Group 6 - Huilv Ecology is planning to acquire 49% equity of Wuhan Junheng, which is expected to constitute a major asset restructuring [13] - Yunnan Copper intends to purchase 40% equity of Liangshan Mining for 2.324 billion yuan, making it a subsidiary [14] Group 7 - Anning Co. plans to participate in the restructuring of Jingzhi Mining and acquire 100% equity for 6.508 billion yuan [15] - The restructuring is expected to enhance the company's resource reserves and market share [15] Group 8 - Changchun Bank reported a net profit increase of 13.55% for the first half of 2025, reaching 1.969 billion yuan [34] - The bank's total assets grew by 9.46% to 401.251 billion yuan [34] Group 9 - Wohua Pharmaceutical reported a net profit increase of 303.16% for the first half of 2025, amounting to 44.676 million yuan [25] - The company plans to distribute a cash dividend of 1.2 yuan per 10 shares [25] Group 10 - Xiamen Tungsten's net profit increased by 27.76% in the first half of 2025, reaching 307 million yuan [30] - The company reported a 56.64% increase in lithium cobalt oxide sales [30]

Macro Dynamics - The State Administration for Market Regulation has released the first national standard for campus meal service management, aimed at enhancing food safety regulations in schools, covering aspects from recipe management to emergency handling [1] - The People's Bank of China and other regulatory bodies have issued implementation details for cross-border asset management pilot projects in Hainan Free Trade Port, facilitating foreign investment in local financial products [2] - In June, China's total electricity consumption reached 867 billion kWh, a year-on-year increase of 5.4%, with significant growth in residential electricity usage [3] - China's express delivery volume has maintained its position as the world's largest for 11 consecutive years, with over 500 million packages collected daily [4] - The National Space Administration has implemented a lifelong accountability system for quality responsibilities in commercial space projects to enhance oversight [5] Financial Institutions - The National Association of Financial Market Institutional Investors has initiated a self-regulatory investigation into Guangfa Bank for potential price manipulation in its bond issuance process [6] Market Data - On July 21, A-shares saw collective gains, with the Shanghai Composite Index rising by 0.72% and the Shenzhen Component Index by 0.86%, with a total market turnover of approximately 1.699 trillion yuan [8] - The Hong Kong stock market closed with the Hang Seng Index up by 0.68%, led by gains in construction and cement stocks [9] Company Dynamics - Good Products has reported a court case involving a share transfer dispute with a claim amount of 996 million yuan, which may affect the control transfer of its major shareholder [10] - JD.com has announced its entry into the field of embodied intelligence, focusing on technological innovation and applications in supply chain scenarios [11] - Jinghe Integrated is expecting a net profit increase of 39% to 109% year-on-year for the first half of 2025, driven by industry recovery and increased product sales [12]

Group 1 - Jiangte Electric plans to change its control rights, with stock suspension starting from July 22, expected to last no more than 2 trading days. Additionally, its subsidiary Yichun Yinli will suspend operations for equipment maintenance for approximately 26 days, which is not expected to significantly impact annual performance [3] - Core Technology intends to sell 100% equity of its subsidiary Zhongshan Core Automation Technology for 156 million yuan and transfer related assets for a total of approximately 82 million yuan. The company aims to optimize its business structure by consolidating resources [4] - Fengmao Co. plans to invest no more than 1.5 billion yuan to establish an intelligent chassis thermal control system production base in Yuyao, while terminating the project for a parts production base in Jiaxing, which had not yet commenced [5] - Haopeng Technology's controlling shareholder voluntarily extends the lock-up period for pre-IPO restricted shares by 12 months, reflecting confidence in the company's future development [6] - Good Products has been involved in a share transfer dispute, with the court accepting the case involving 996 million yuan. The outcome may introduce uncertainties regarding the control transfer of its major shareholder [7] Group 2 - Haitan Ruisheng expects a net profit increase of 607.01% to 960.52% for the first half of 2025, driven by rapid growth in AI technology and its applications [9] - GeKao Micro anticipates a revenue growth of 22.27% to 36.51% for the first half of 2025, supported by the recognition of its high-pixel chip integration technology [10] - Jinghe Integration forecasts a net profit increase of 39.04% to 108.55% for the first half of 2025, benefiting from improved industry conditions and increased product sales [11] - Best Beauty expects a net profit increase of 100.07% to 168.38% for the first half of 2025, attributed to significant profit growth in trade products [12] - Juzan Optoelectronics reports a net profit growth of 3.43% for the first half of 2025, with a proposed stock dividend of 4.5 shares for every 10 shares held [13] - Changshu Bank reports a net profit of 1.969 billion yuan for the first half of 2025, a year-on-year increase of 13.55% [14] - Keda Li anticipates a net profit increase of 15.73% to 26.53% for the first half of 2025, driven by the growth in new energy vehicle sales [15] - *ST Sitong reports a net loss of 16.201 million yuan for the first half of 2025, despite a revenue increase of 75.88% [16] Group 3 - Gaode Infrared has signed contracts totaling 685 million yuan for overseas market orders, representing 25.59% of its projected 2024 revenue [18] - Dajin Heavy Industry has signed a contract worth approximately 430 million yuan for offshore wind farm foundation supplies, accounting for 11.38% of its projected 2024 revenue [20] - Dongfang Precision has established a strategic partnership with Leju Robotics, focusing on embodied intelligent robots [21] - Chuling Information's subsidiary has signed a framework contract with China Mobile for a total amount of 421 million yuan, involving intelligent network integration products [22] - Hongxin Technology has entered into contracts with a leading domestic flying car company for component development and procurement [23] Group 4 - Dongcai Technology's chairman plans to reduce his stake by up to 0.43% due to personal financial needs [25] - Tianchuang Fashion's shareholder Visions plans to reduce its stake by up to 1% through centralized bidding [26]

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]

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、本期业绩指引情况 （一）业绩预告期间 证券代码：688249 证券简称：晶合集成 公告编号：2025-039 合肥晶合集成电路股份有限公司 2025 年半年度业绩预告的自愿性披露公告 2025 年 1 月 1 日至 2025 年 6 月 30 日。 （二）业绩预告情况 （1）经合肥晶合集成电路股份有限公司（以下简称"公司"）财务部门初步 测算，预计 2025 年半年度实现营业收入 507,000 万元至 532,000 万元，与上年同 期相比，将增加 67,222 万元至 92,222 万元，同比增长 15.29%至 20.97%。 （2）预计 2025 年半年度实现归属于母公司所有者的净利润 26,000 万元到 39,000 万元，与上年同期相比，将增加 7,300 万元到 20,300 万元，同比增长 39.04% 到 108.55%。 （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 15,700 万元到 23,500 万元，与上年 ...

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]