Core Insights - The consumer electronics sector experienced a 2.4% increase on September 29, with Yunzhong Technology leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Yunzhong Technology (688260) saw a closing price of 31.96, with a significant increase of 15.25% and a trading volume of 92,500 shares, amounting to a transaction value of 285 million [1] - Xiechuang Data (300857) closed at 181.17, up 12.25%, with a trading volume of 233,100 shares and a transaction value of 4.071 billion [1] - Changying Precision (300115) closed at 41.46, up 10.47%, with a trading volume of 1,913,300 shares and a transaction value of 7.671 billion [1] - Other notable performers include Yingqu Technology (002925) with a 10.03% increase and Lingyi Technology (002600) with a 9.99% increase [1] Capital Flow - The consumer electronics sector saw a net inflow of 2.367 billion in main funds, while retail funds experienced a net outflow of 1.518 billion [2] - The sector's individual stocks showed varied capital flows, with some stocks like Lingyi Technology (002600) having a net inflow of 343.1 million from main funds [3] - Xiechuang Data (300857) had a net inflow of 287 million from main funds, but also saw significant outflows from retail investors [3]

苏州昀冢电子科技股份有限公司（以下简称"公司"或"昀冢科技"）于 2025 年 4 月 21 日召开第二届董事会第十九次会议，审议通过了《关于子公司增资扩股 引入投资者的议案》，同意控股子公司池州昀冢电子科技有限公司（以下简称"池 州昀冢"或"标的公司"）增资扩股并引入地方国资等外部投资方,投资方拟以货 币方式合计增资不超过 15,000 万元，增资完成后将取得池州昀冢共计不超过 17.65%的股权。其中，宣城市徽元绿能贰号股权投资合伙企业（有限合伙）出资 5,500 万元认缴注册资本 2,516 万元，除宣城市徽元绿能贰号股权投资合伙企业 （有限合伙）外，其他投资方因内部审批决策流程及进度不同，最终投资金额将在 其内部审批决策通过后确定。经与投资方协商，本次增资扩股增资价格为 2.1861 元对应 1 元注册资本，投资方拟增资金额合计将不超过 15,000 万元。本次增资款 将用于池州昀冢片式多层陶瓷电容器（以下简称"MLCC"）业务发展，进一步加速 MLCC 项目进程。具体内容详见公司于 2025 年 4 月 22 日在上海证券交易所网站 （www.sse.com.cn）披露的《关于控股子公司增资扩股并引 ...

证券代码：688260 证券简称：昀冢科技 苏州昀冢电子科技股份有限公司 2025 年第一次临时股东大会 会议资料 2025 年 10 月 苏州昀冢电子科技股份有限公司 2025 年第一次临时股东大会会议资料 会议资料目录 | 年第一次临时股东大会会议须知 3 2025 | | | --- | --- | | 年第一次临时股东大会会议议程 5 2025 | | | 一、 会议时间、地点及投票方式 5 | | | 二、 会议议程 5 | | | 2025 年第一次临时股东大会会议议案 7 | | | 议案一：关于公司符合向特定对象发行 股股票条件的议案 7 A | | | 议案二：关于公司 2025 年度向特定对象发行 A 股股票方案的议案 8 | | | 议案三：关于公司 年度向特定对象发行 股股票预案的议案 2025 A | | | 12 | | | 议案四：关于公司 年度向特定对象发行 股股票方案论证分 2025 A | | | 析报告的议案 | 13 | | 议案五：关于公司 年度向特定对象发行 股股票募集资金使 2025 A | | | 用可行性分析报告的议案 | 14 | | 议案六：关于公司前次募 ...

证券代码：688260 证券简称：昀冢科技 公告编号：2025-038 苏州昀冢电子科技股份有限公司 关于召开2025年第一次临时股东大会的通知 本公司董事会及全体董事保证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。 重要内容提示： 一、 召开会议的基本情况 召开地点：江苏省昆山市周市镇宋家港路 269 号办公楼 2 层公司会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 10 月 15 日 至2025 年 10 月 15 日 （一） 股东大会类型和届次 2025年第一次临时股东大会 （二） 股东大会召集人：董事会 （三） 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2025 年 10 月 15 日 14 点 00 分 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 股东大会召开日期：2025年10月15日 本次股东大会采用的网络投票系统：上海证券交易所股东大 ...

Core Viewpoint - Yunzong Technology has agreed to increase the capital of its subsidiary Chizhou Yunzong by introducing external investors, aiming to raise no more than 150 million yuan for a stake of up to 17.65%, specifically for its MLCC business [1] Group 1 - The capital increase will involve external investments, with Xuancheng Hu Yuan Green Energy No. 2 contributing 55 million yuan and Xuancheng Kaisheng Industrial Investment Development Co., Ltd. planning to invest 45 million yuan [1] - After the capital increase, the registered capital of Chizhou Yunzong will rise from 345.358959 million yuan to 365.943562 million yuan, while Yunzong Technology's stake will decrease to 81.9799%, maintaining control [1] - The transaction's progress is subject to uncertainties, and the company will disclose updates and take measures to mitigate risks [1]

Market Performance - The main board led the gains with notable stocks such as Fenghuo Communication (+10.02%), Kesen Technology (+10.01%), and Guanghe Technology (+10.01) [1] - The ChiNext board saw significant increases with Anlian Ruishi (+19.99%), Guangku Technology (+15.00%), and Longyang Electronics (+10.26%) [1] - The Sci-Tech Innovation board was led by Dekeli (+20.00%), Huicheng Co. (+14.16%), and Zhongwei Company (+11.43%) [1] - Active sub-industries included SW Communication Cables and Accessories (+5.44%) and SW Semiconductor Equipment (+5.28%) [1] Domestic News - Shangle Electronics announced plans to acquire an 88.79% stake in Ligong Technology through its wholly-owned subsidiary, aiming for a "1+1>2" synergy effect to enhance competitiveness [1] - Xingchen Technology revealed that it has chips suitable for AI glasses already shipped to end customers and is in discussions with various clients [1] - Jiangbolong reported over 80 million units of its main control chips deployed by the end of July, with continued rapid growth expected [1] - Huawei's rotating chairman announced the launch timeline for its Ascend chips, with the Ascend 950PR expected in Q1 2026 [1] Company Announcements - Zhejiang Shusu Culture announced a cash dividend of 0.08 yuan per share, totaling approximately 101.45 million yuan [3] - Focus Technology declared a cash dividend of 6 yuan for every 10 shares, based on a total share capital of approximately 317.24 million shares [3] - Yake Technology announced a cash dividend of 3.20 yuan for every 10 shares, totaling around 152.30 million yuan [3] - Yunzhu Technology reported receiving government subsidies amounting to 20.12 million yuan [3] Overseas News - According to DigiTimes, NAND and DRAM contract prices are expected to rise by 15-20% in Q4 2025, driven by AI infrastructure and supply constraints [4] - Reports indicate that Apple plans to launch the "iPhone Ultra" foldable phone in H2 2026, with initial shipment targets between 7 million and 10 million units [4] - Meta launched the new generation of smart glasses, Meta Ray-Ban Display, featuring high-resolution displays for various functionalities [4] - Schaeffler's inverter brick, equipped with Rohm's SiC MOSFET, has begun mass production, supporting higher battery voltages for electric vehicles [4]

Group 1 - The core point of the article is that Yunzhu Technology announced the receipt of government subsidies amounting to RMB 20.12 million, which are related to assets [2] Group 2 - The government subsidy was received by the company's controlling subsidiary, Chizhou Yunzhu Electronic Technology Co., Ltd. [2] - The announcement was made on the evening of September 18 [2] - The subsidy is categorized as government assistance related to assets [2]

Group 1 - Shudao Equipment's subsidiary signed a construction contract worth 24.68 million yuan for a hydrogen fuel cell manufacturing base project [1] - Zhongliang Technology received a land acquisition compensation of 30 million yuan from the government [2] - Palm Holdings won a bid for a high-standard farmland construction project in Lankao County, with a contract value of 433 million yuan, accounting for 14.12% of the company's audited revenue for 2024 [3] Group 2 - Changchun Yidong's subsidiary received a government subsidy of 2.85 million yuan, which is 122.78% of the company's audited net profit for the last fiscal year [4] - Wuzhou Transportation successfully issued 200 million yuan in medium-term notes with an interest rate of 2.10% [5][6] - Tiandi Source's subsidiary plans to apply for a trust loan of up to 500 million yuan from related parties [8] Group 3 - Tiandi Source's subsidiary acquired a residential land use right in Xi'an for 2.015 billion yuan [9] - Opcon Vision received a medical device registration certificate for its ultrasonic nebulizer [11] - Jingjiawei announced the resignation of its vice president due to personal reasons [13] Group 4 - Fulinh Precision's subsidiary received a prepayment of 1.5 billion yuan from CATL for securing lithium iron phosphate material supply [15] - Yunzhu Technology's subsidiary received a government subsidy of 20.12 million yuan [16] - Kehua Bio's ferritin test kit received a medical device registration certificate [17] Group 5 - Jinghua Pharmaceutical's medical sodium alginate wound dressing received a medical device registration certificate [18] - Lingwei Technology established a wholly-owned subsidiary with a registered capital of 1 million yuan [19] - Sanwei Co. won a bid for concrete sleeper procurement projects worth 158 million yuan [20] Group 6 - Shanghai Pharmaceuticals' Nicardipine tablets passed the consistency evaluation for generic drugs [21] - Lushan New Materials increased its idle fund management limit to 750 million yuan [24] - Huayi Technology announced the retirement of a core technical staff member [25] Group 7 - Yingli Environment plans to use up to 300 million yuan of idle raised funds for cash management [30] - Yong'an Forestry plans to develop a national reserve forest project in Putian, Fujian, with an estimated investment of 154 million yuan [32] - Xinyuan Technology's shareholders plan to reduce their holdings by up to 3.18% of the company's shares [60]

证券代码：688260 证券简称：昀冢科技 公告编号：2025-036 苏州昀冢电子科技股份有限公司 关于获得政府补助的公告 苏州昀冢电子科技股份有限公司董事会 2025 年 9 月 19 日 苏州昀冢电子科技股份有限公司（以下简称"公司"）控股子公司池州昀冢电子 科技有限公司于近日收到政府补助款项共计人民币 2,012.00 万元，为与资产相关的 政府补助。 二、补助的类型及对上市公司的影响 公司根据《企业会计准则第 16 号——政府补助》等有关规定，确认上述事项并 划分补助类型。上述政府补助未经审计，最终的会计处理以及对公司损益的影响情况 以审计机构年度审计确认后的结果为准。敬请广大投资者注意投资风险。 特此公告。 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、获得补助的基本情况 ...

每经AI快讯，昀冢科技9月18日晚间发布公告称，苏州昀冢电子科技股份有限公司控股子公司池州昀冢 电子科技有限公司于近日收到政府补助款项共计人民币2012万元，为与资产相关的政府补助。 每经头条（nbdtoutiao）——"25基点太少，50基点太多"：美联储降息"走钢丝"，"特朗普代言人"投下唯 一反对票 （记者 王瀚黎） ...