Group 1 - Meidi Technology plans to acquire 100% equity of Haisholi and INNOWAVE VIETNAM for a total of 2 billion KRW, which is approximately 219.47 million USD, allowing direct entry into Samsung's supply chain [3] - Toxin Pharmaceutical will increase its investment in Jiangsu Jinsan Biotechnology by 10 million CNY, acquiring a 1.75% stake, as Jinsan has successfully produced high-purity ergot sulfur [4] - Zhejiang Energy Power reported a power generation of 78.848 billion kWh in the first half of the year, a year-on-year increase of 4.48%, attributed to increased electricity demand in Zhejiang province [5] Group 2 - Tiande Yu expects a net profit of 152 million CNY for the first half of 2025, a year-on-year increase of 50.89%, driven by the growth in high-refresh-rate mobile display driver chips [7] - Pinming Technology anticipates a net profit increase of 231.79% to 302.89% for the first half of 2025, due to growth in building information software revenue and effective cost control [8] - *ST Jinglun expects a loss of 19 to 22 million CNY in the first half of 2025, despite a 23.5% increase in revenue to approximately 83 million CNY, as overall gross profit is insufficient to cover expenses [9] Group 3 - Jindi Co. signed an industrial project investment contract with the government of Bishan District, with a total investment of no less than 1.5 billion CNY [11] - Baiyun Electric is expected to win a procurement project from the State Grid worth 164 million CNY, which represents 3.28% of the company's audited revenue for 2024 [13] Group 4 - Fulei New Materials' shareholder plans to reduce its stake by up to 1.33%, amounting to a maximum of 3.7625 million shares [15] - Wind God Co. plans to raise no more than 1.1 billion CNY through a private placement for a project aimed at enhancing the capacity and efficiency of high-performance giant engineering tires [17]

Financial Performance Summary - The company achieved total operating revenue of 1,208.15 million yuan, representing a year-on-year increase of 43.35% [2] - Operating profit reached 164.72 million yuan, up 54.80% compared to the previous year [2] - Total profit amounted to 164.53 million yuan, reflecting a growth of 53.79% year-on-year [2] - Net profit attributable to the parent company was 152.37 million yuan, a 50.89% increase from the previous year [2] - Net profit attributable to the parent company after deducting non-recurring gains and losses was 145.46 million yuan, showing a significant increase of 72.87% [2] - Basic earnings per share were 0.38 yuan, up 52.00% year-on-year [2] - The weighted average return on equity was 6.78%, an increase of 1.67 percentage points from the previous year [2] - Gross profit margin improved to 24.41%, up 3.75 percentage points compared to the previous year [2] Asset and Equity Overview - Total assets at the end of the reporting period were 2,761.51 million yuan, a 7.27% increase from the beginning of the period [2] - Equity attributable to the parent company was 2,307.50 million yuan, reflecting a 5.84% increase [2] - The company's share capital remained unchanged at 409.02 million yuan [2] Operational Factors - The increase in revenue and profits was primarily driven by the continuous growth in high refresh rate mobile display driver chips, significant increases in shipments from brand clients for tablet display driver chips, enhanced market share in wearable display driver chips, and maintaining a leading position in global shipments of electronic price tag driver chips [2]

Group 1 - Tiande Yu achieved a net profit of 1.52 billion yuan in the first half of 2025, a year-on-year increase of 50.89% [1] - Tiande Yu's operating income for the same period was 12.08 billion yuan, reflecting a growth of 43.35% year-on-year [1] - Fule New Materials plans to reduce its shareholding by up to 1.33%, amounting to 376.25 million shares, due to personal funding needs [1] - Jindi Co. signed an industrial project investment contract with a total investment of no less than 1.5 billion yuan [1] Group 2 - Tuo Xin Pharmaceutical intends to invest 10 million yuan in Jiangsu Jinsan Biotechnology, acquiring a 1.75% stake [1] - Pinming Technology expects a net profit of 28 million to 34 million yuan for the first half of 2025, a year-on-year increase of 231.79% to 302.89% [4] - Shuanglin Co. anticipates a net profit of 251 million to 310 million yuan, representing a growth of 1% to 25% year-on-year [7] Group 3 - Kangxino received approval for clinical trials of its trivalent poliovirus vaccine [8] - Bailian Co. signed a land storage compensation contract worth approximately 2 billion yuan [9] - Wukuang Development plans to issue short-term financing bonds and medium-term notes totaling up to 2 billion yuan each [10] Group 4 - Hengxin Life intends to invest 10 million yuan in a targeted equity investment [12] - Hengyin Technology expects a net profit of 13.5 million to 16.2 million yuan, marking a turnaround from losses [14] - *ST Jinglun anticipates a net loss of 19 million to 22 million yuan for the first half of 2025 [15] Group 5 - Baiyun Electric won a bid for a State Grid project worth 164 million yuan [16] - Zhejiang Energy completed a power generation of 788.48 billion kWh in the first half of 2025, a year-on-year increase of 4.48% [17] - Sheneng Co. reported a power generation of 259.51 billion kWh, a decrease of 1.7% year-on-year [19] Group 6 - Hengerd signed a strategic cooperation framework agreement with Tiangong International [21] - Baotai's application for the listing of Golimumab injection has been accepted by the FDA [23] - Yishitong received a government subsidy of 2 million yuan [24] Group 7 - Jinggong Steel signed a contract worth approximately 550 million yuan for the Jeddah Stadium project in Saudi Arabia [26] - Zhongwang Software received a government subsidy of 28 million yuan [27] - Rongxin Culture used idle funds of 100 million yuan to purchase financial products [29] Group 8 - Lingxiao Pump Industry invested 80 million yuan in financial products [31] - China Pacific Insurance reported a total original insurance premium income of 282 billion yuan from its subsidiaries [32] - Kema Technology expects a net profit of 165 million to 175 million yuan, a year-on-year increase of 18.59% to 25.77% [32] Group 9 - Qujiang Cultural Tourism anticipates a net loss of approximately 13 million to 16.9 million yuan [32] - Daoshi Technology expects a net profit of 220 million to 238 million yuan, a year-on-year increase of 98.77% to 115.03% [32] - Baicheng Medicine forecasts a net profit decline of 95.53% to 100% [33] Group 10 - Bertley plans to invest 198 million yuan to establish a partnership for investments in emerging fields [34] - China Merchants Highway announced the resignation of its chairman due to reaching retirement age [35] - Overseas Chinese Town A reported a 29% decrease in contract sales amount in June [36]

[Key Financial Data and Indicators](index=1&type=section&id=I.%202025%20Semi-Annual%20Key%20Financial%20Data%20and%20Indicators) The company achieved strong performance growth in the first half of 2025, with total operating revenue up 43.35% and net profit attributable to the parent company up 50.89%, reflecting enhanced profitability and operational efficiency Key Financial Data and Indicators | Item | Current Period | Prior Period | Change (%) | | :--- | :--- | :--- | :--- | | **Profitability Indicators** | | | | | Total Operating Revenue (Million RMB) | 1,208.15 | 842.81 | 43.35 | | Operating Profit (Million RMB) | 164.72 | 106.41 | 54.80 | | Net Profit Attributable to Parent Company (Million RMB) | 152.37 | 100.98 | 50.89 | | Net Profit Attributable to Parent Company Excluding Non-Recurring Items (Million RMB) | 145.46 | 84.15 | 72.87 | | Basic Earnings Per Share (RMB) | 0.38 | 0.25 | 52.00 | | Gross Margin (%) | 24.41 | 20.66 | 3.75 | | Weighted Average Return on Net Assets (%) | 6.78 | 5.11 | 1.67 | | **Asset Status Indicators (Period-End vs. Period-Beginning)** | | | | | Total Assets (Million RMB) | 2,761.51 | 2,574.29 | 7.27 | | Total Equity Attributable to Parent Company (Million RMB) | 2,307.50 | 2,180.15 | 5.84 | [Explanation of Operating Performance and Financial Condition](index=2&type=section&id=II.%20Explanation%20of%20Operating%20Performance%20and%20Financial%20Condition) Reported performance growth is primarily driven by core product lines, including increased shipments and market share for high-refresh-rate mobile, tablet, and wearable display driver chips, alongside continued market leadership in electronic shelf label driver chips [Performance Overview](index=2&type=section&id=II.%28I%29%20Operating%20Performance%20and%20Financial%20Condition%20for%20the%20Reporting%20Period) The company achieved comprehensive financial growth in the reporting period, with total operating revenue reaching **1.208 billion RMB**, a **43.35%** increase, and net profit attributable to the parent company reaching **152.37 million RMB**, up **50.89%**, with non-recurring net profit increasing by **72.87%** Core Performance Indicators | Core Performance Indicators | Amount (Million RMB) | Year-over-Year Growth | | :--- | :--- | :--- | | Total Operating Revenue | 1,208.15 | 43.35% | | Operating Profit | 164.72 | 54.80% | | Net Profit Attributable to Parent Company | 152.37 | 50.89% | | Net Profit Attributable to Parent Company Excluding Non-Recurring Items | 145.46 | 72.87% | | Basic Earnings Per Share (RMB) | 0.38 | 52.00% | [Analysis of Performance Growth Drivers](index=2&type=section&id=II.%28II%29%20Explanation%20of%20Major%20Reasons%20for%20Changes%20Exceeding%2030%25) Significant performance growth this period is primarily attributed to the strong performance of four core product lines: sustained volume growth in high-refresh-rate mobile display driver chips, increased shipments of tablet chips to brand clients, enhanced market share in wearable chips, and continued global leadership in electronic shelf label driver chips - The company attributes rapid revenue and profit growth to the following factors[6](index=6&type=chunk) - **Mobile Display Driver Chips**: Sustained volume growth in high-refresh-rate products - **Tablet Display Driver Chips**: Significant increase in shipments to brand clients - **Wearable Display Driver Chips**: Enhanced market share - **Electronic Shelf Label Driver Chips**: Continued first-mover advantage in global market shipments [Risk Warning](index=2&type=section&id=III.%20Risk%20Warning) The company explicitly states that the financial data in this announcement are unaudited preliminary figures, and final accurate data will be subject to the company's officially disclosed 2025 semi-annual report, advising investors to be aware of investment risks - The data in this performance express report are preliminary and unaudited by an accounting firm[7](index=7&type=chunk) - Final accurate financial data will be subject to the company's officially disclosed 2025 semi-annual report; investors are advised to be aware of investment risks[7](index=7&type=chunk)

Summary of Semiconductor Industry Conference Call Industry Overview - The semiconductor supply chain is accelerating towards self-sufficiency, with significant growth in equipment and materials manufacturers' orders and performance in Q2 2025 [1][2][3] - Key sectors such as storage, analog, and MCU are showing signs of recovery, with strong performance guidance from SoC companies indicating robust demand [1][2] Market Performance - In June 2025, global semiconductor stocks performed well, with the Shenzhen Composite Index rising nearly 6% [2] - Demand for mobile phones, PCs, and wearable devices remains stable, with Xiaomi's AI glasses receiving positive market feedback [1][2] - The automotive market is experiencing steady growth, with Xiaomi's new car sales exceeding expectations [1][2] Inventory and Supply Chain Dynamics - The inventory situation for mobile phones is stable, while PC inventory adjustment space is narrowing [1][3] - Power semiconductor manufacturers are gradually improving their inventory levels [1][3] - TSMC maintains its capital expenditure guidance, while SMIC and Hua Hong are steadily expanding production [1][3] Pricing Trends - After a rapid increase, DDR4 prices are losing momentum, with some models even trading below DDR5 prices, which is expected to drive DDR5 adoption [1][3] - In April 2025, global semiconductor sales increased by over 20% year-on-year, with significant growth in China and the Americas [1][3] Company Developments - Domestic GPU manufacturers such as Muxi and Moer Thread are making progress, while Loongson has released a fully autonomous server CPU [1][2] - Companies like Rockchip and Espressif are showing stable performance, and the MCU market is recovering across multiple sectors [1][2] Financial Performance - Micron's latest financial report shows a nearly 50% increase in HBM revenue, with expectations for Q3 revenue growth of 38% year-on-year and 15% quarter-on-quarter [3][22] - Analog chip companies are experiencing significant revenue growth, with companies like Ti and AD expected to see a 10%-20% increase in Q2 2025 [4][25] Investment Recommendations - Investment suggestions focus on two main areas: self-sufficiency and marginal changes in the economic cycle, with recommended sectors including upstream equipment and materials, storage chip modules, manufacturing and advanced packaging, and AI-related chips [13] Challenges and Opportunities - The RF industry faces competitive pressures, but opportunities for domestic substitution are noteworthy, particularly in the automotive sector [6][28] - The power semiconductor market remains stable, with good demand in the new energy vehicle sector, although price competition persists [7][29] Conclusion - The semiconductor industry is showing signs of recovery and growth across various sectors, with strong demand and improving financial performance expected in the coming quarters. The focus on self-sufficiency and technological advancements will be crucial for future developments [1][2][3][13]

本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少√ | | --- | --- | --- | --- | | 权益变动前合计比例 | 6.39% | | | | 权益变动后合计比例 | 5.99% | | | | 本次变动是否违反已作出的承 | 是□ | 否√ | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否√ | | 一、 信息披露义务人及其一致行动人的基本信息 证券代码：688252 证券简称：天德钰 公告编号：2025-029 深圳天德钰科技股份有限公司 关于股东权益变动触及 1%刻度的提示性公告 Corich LP 保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 | 投资者名称 | 变动前股数 | 变动前比例 | 变动后股数 | 变动后比例 | 权益变动方 | 权益变动的 | | --- | --- | --- | --- | --- | --- | --- | | （万股） | | （%） | （万股） | （%） | 式 | 时间区间 | ...

Core Viewpoint - Shenzhen Tiandeyu Technology Co., Ltd. has announced a differentiated cash dividend distribution plan for the fiscal year 2024, with a cash dividend of RMB 0.072 per share, approved at the annual shareholders' meeting on April 24, 2025 [1][2]. Dividend Distribution Plan - The total number of shares eligible for the cash dividend distribution is 406,395,561 shares, calculated by deducting the repurchased shares (2,625,780 shares) from the total share capital (409,021,341 shares) [2]. - The total cash dividend to be distributed amounts to RMB 29,260,480.4 (including tax) [2]. - The cash dividend will be distributed at a rate of RMB 0.072 per share (including tax), with no capital reserve fund conversion or bonus shares issued [1][2]. Relevant Dates - The key dates for the dividend distribution are as follows: - Equity registration date - Ex-dividend date - Cash dividend payment date [4]. Implementation of Distribution - The cash dividends for shareholders with unrestricted circulating shares will be distributed through the China Securities Depository and Clearing Corporation Limited, Shanghai Branch [4]. - Shares held in the company's repurchase account will not participate in the profit distribution [4]. Taxation on Dividends - Individual shareholders holding shares for more than one year will be exempt from personal income tax on dividend income, receiving a net cash dividend of RMB 0.072 per share [5]. - Qualified Foreign Institutional Investors (QFII) will receive a net cash dividend of RMB 0.0648 per share after a 10% withholding tax [6]. - For Hong Kong investors holding shares through the "Shanghai-Hong Kong Stock Connect," a 10% withholding tax will also apply, resulting in a net cash dividend of RMB 0.0648 per share [6]. - Other institutional investors will be responsible for their own tax payments, receiving a gross cash dividend of RMB 0.072 per share [7].

深圳天德钰科技股份有限公司（以下简称"公司"）是一家专注于移动智能 终端领域芯片研发、设计、销售企业。公司致力于移动智能终端和智能物联两大 领域关键芯片的自主研发，产品涵盖移动智能终端显示驱动芯片、电子标签驱动 芯片、摄像头音圈马达驱动芯片、快充协议芯片等。近期，公司经营情况持续向 好，经初步测算：2025 年 1—5 月，公司实现营业收入 102,210.21 万元，较去 年同期增长约 55.59%；截至 2025 年 5 月末，公司未分配利润余额 90,121.38 万 元，较去年同期增长约 47.34%。 二、 相关风险提示 本公告所载近期财务数据为初步核算数据，未经会计师事务所审计，仅作为 阶段性财务数据供投资者参考，不能以此推算公司全年业绩情况，具体数据以公 司定期报告中披露的数据为准，敬请投资者理性投资，注意风险。 特此公告。 证券代码：688252 证券简称：天德钰 公告编号：2025-028 深圳天德钰科技股份有限公司 关于近期经营情况的公告 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、 近期经营情 ...

Group 1 - The China Securities Regulatory Commission (CSRC) Chairman announced plans to enhance the STAR Market's demonstration effect, including the establishment of a STAR Market Growth Tier and the reintroduction of the fifth listing standard for unprofitable companies [1] - The STAR Market Growth ETF (588110) saw a strong increase of 1.20% as of June 18, 2025, with notable gains in constituent stocks such as Shengyi Electronics (688183) up 16.63% and Tiande Yu (688252) up 9.28% [1] - The STAR Market Growth ETF has experienced a significant increase in trading volume, with a turnover rate of 4.74% and a daily average transaction of 15.45 million yuan over the past week [1] Group 2 - The STAR Market Growth ETF has achieved a net value increase of 38.29% over the past year, ranking 185 out of 2854 index equity funds, placing it in the top 6.48% [2] - The ETF's highest monthly return since inception was 25.02%, with an average monthly return of 7.25% during the months it increased [2] Group 3 - The management fee for the STAR Market Growth ETF is 0.50%, and the custody fee is 0.10%, making it one of the lowest in its category [3] - The STAR Market Growth Index consists of 50 high-growth companies selected based on revenue and net profit growth rates, reflecting the overall performance of high-growth stocks on the STAR Market [3] - The top ten weighted stocks in the STAR Market Growth Index account for 53.67% of the index, including companies like Haiguang Information (688041) and Hengen Technology (688608) [3] Group 4 - The introduction of new indices in the STAR Market is positively impacting domestic index investment development by enriching the investment target pool and providing more diverse underlying assets for ETFs [4] - The emergence of thematic and industry indices is guiding investors to accurately allocate resources in emerging industries, enhancing the capital market's effectiveness in serving new productive forces [4]

Core Viewpoint - The company Shenzhen Tiande Yu Technology Co., Ltd. has announced its annual profit distribution plan for 2024, which includes a cash dividend of RMB 0.072 per share for all eligible shareholders [2][3][6]. Summary by Sections Dividend Distribution Plan - The profit distribution plan was approved at the company's annual general meeting on April 24, 2025 [2]. - The cash dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the day before the equity registration date [2][3]. Dividend Details - The company plans to distribute a cash dividend of RMB 0.072 per share (including tax) based on a total share capital of 409,021,341 shares, excluding 2,625,780 shares held in the company's repurchase account [3][6]. - The total cash dividend payout amounts to approximately RMB 29,260,480.4 (including tax) [3]. Tax Implications - For individual shareholders holding unrestricted circulating shares, the tax treatment varies based on the holding period. Those holding shares for over one year are exempt from individual income tax, while those holding for one year or less will have taxes calculated upon the sale of shares [10]. - Qualified Foreign Institutional Investors (QFII) will have a 10% withholding tax applied, resulting in a net cash dividend of RMB 0.0648 per share [11][12]. Implementation Method - The cash dividends will be distributed through the China Securities Depository and Clearing Corporation's clearing system to shareholders who have completed designated transactions [7]. - Shares held in the company's repurchase account will not participate in the profit distribution [8]. Contact Information - For inquiries regarding the equity distribution, shareholders can contact the company's board secretary office at the provided phone number [12].