Mergers and Acquisitions - Shijia Photon plans to acquire equity in Dongguan Fuke Xima Communications Technology Co., Ltd. through a combination of issuing shares and cash payment, with the transaction price yet to be finalized [1] - Jifeng Technology intends to purchase a 5.29% stake in Sichuan Jifeng Juli Industrial Development Co., Ltd. for 7.1625 million yuan, aiming for 100% ownership post-transaction [2] - Jingce Electronics has completed the signing of an agreement to acquire approximately 4.83% of Shanghai Jingce Semiconductor Technology Co., Ltd. for 183 million yuan from the National Integrated Circuit Industry Investment Fund [3] Earnings Disclosure - Sairisi expects a net profit of 2.7 billion to 3.2 billion yuan for the first half of 2025, representing a year-on-year increase of 66.20% to 96.98% [4] - WuXi AppTec anticipates a revenue of approximately 20.799 billion yuan for the first half of 2025, with an adjusted net profit of about 6.315 billion yuan, reflecting a year-on-year growth of approximately 44.43% [5] - Guosheng Financial Holdings projects a net profit of 150 million to 220 million yuan for the first half of 2025, indicating a year-on-year increase of 236.85% to 394.05% [6] Shareholding Changes - Baoshui Technology announced that Shengbang Kaimi plans to reduce its stake by up to 1%, equivalent to a maximum of 12.0015 million shares, between August 4 and November 3 [7] - Wantong Development reported that shareholder Beijing Fuyuan intends to reduce its holdings by up to 3%, or 57.5074 million shares, through various trading methods [8] - Xingsen Technology's controlling shareholder plans to reduce its stake by up to 1.5%, approximately 25.344 million shares, within three months following the announcement [9]

Group 1 - The core point of the article is that Shijia Photon plans to acquire a portion of the equity of Dongguan Fokexima Communications Technology Co., Ltd. through a combination of issuing shares and cash payment, while also raising matching funds [2][3] - The acquisition involves purchasing 82.38% of Fokexima's equity from several shareholders, and the company will issue shares to no more than 35 specific investors to raise matching funds [3] - Following the completion of the transaction, Fokexima will become a subsidiary of Shijia Photon, and the transaction is expected not to constitute a major asset restructuring but will be classified as a related party transaction [5] Group 2 - Shijia Photon primarily engages in the production of optical chips and devices, indoor optical cables, and polymer materials, with applications in data communication, telecommunications, and sensing markets [6] - Fokexima focuses on the research, production, and sales of MPO components such as MT connectors, which are essential in the optical communication field [6] - The acquisition is expected to enhance Shijia Photon’s production capabilities for MT connectors, ensuring stable supply and reducing overall product costs, thereby improving the company's core competitiveness [6][7] Group 3 - As of the end of the first quarter of this year, Fokexima reported total assets of 249 million yuan, with projected revenues of 270 million yuan and a net profit of approximately 79.94 million yuan for 2024 [7] - Shijia Photon anticipates that the integration with Fokexima will enhance its financial performance, as the acquired assets will be included in the company's consolidated financial statements [8] - The strategic significance of this acquisition includes internalizing MT connector production capacity, further integrating the supply chain, accessing top-tier customer supply chains, and building technological barriers [9]

Core Viewpoint - Shijia Photon plans to acquire 82.38% equity of Dongguan Fokexima Communication Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising matching funds [5][10]. Group 1: Acquisition Details - The acquisition will make Fokexima a subsidiary of Shijia Photon, and the transaction is expected to constitute a related party transaction but not a major asset restructuring [7][10]. - The company aims to enhance its production capabilities for MT connectors, ensuring stable supply and reducing overall product costs [10][15]. Group 2: Financial Performance - As of the end of Q1 2024, Fokexima reported total assets of 249 million yuan and projected revenue of 270 million yuan with a net profit of approximately 80 million yuan for the year [12][13]. - The financial data shows a significant increase in total assets from 113.64 million yuan in 2023 to 248.79 million yuan in Q1 2025 [13]. Group 3: Strategic Importance - The acquisition is seen as a strategic move to internalize MT connector production capacity, integrate the supply chain, and build technological barriers [15]. - The collaboration is expected to enhance product structure, technical accumulation, and market expansion, ultimately improving competitiveness in the optical communication sector [11][15].

Core Viewpoint - The company Shijia Photonics plans to acquire an 82.381% stake in Dongguan Fokexima Communication Technology Co., Ltd. through a combination of share issuance and cash payment, aiming to enhance its production capabilities in optical components and strengthen its market position in the optical communication sector [1][2]. Group 1: Acquisition Details - Shijia Photonics will acquire the stake from five parties, including Guangdian Fund and Liu Xiaoming, and the company's stock will resume trading on July 11 [1]. - Fokexima specializes in the research, production, and sales of MPO components, which are essential for high-speed data transmission in data centers [1][2]. Group 2: Market Context - The optical device market is experiencing rapid growth due to increasing demand driven by advancements in cloud computing, big data, IoT, and AI technologies [1]. - Fokexima has launched several low-loss MT connectors and has developed a range of MT connector products, achieving mass production and gaining recognition from major market clients [2]. Group 3: Financial Performance - In 2024, Shijia Photonics reported a revenue of 1.075 billion yuan, a year-on-year increase of 42.40%, and a net profit of 64.93 million yuan, up 236.57% [3]. - For the first quarter of 2025, the company achieved a revenue of 436 million yuan, reflecting a 120.6% year-on-year growth, and a net profit of 93.19 million yuan, which is a 1003.8% increase [3].

Group 1: Stock Suspension and Resumption - Shijia Photon plans to acquire 82.3810% equity of Fokexima from five trading parties, and will issue shares to raise matching funds from no more than 35 specific investors; stock will resume trading [1] - Liangpinpuzi's controlling shareholder, Ningbo Hanyi, is planning a major event that may lead to a change in company control, resulting in stock suspension [1] - Qin'an Co. intends to acquire 99% equity of Yigao Optoelectronics and raise matching funds; stock will resume trading [1] Group 2: Investment Cooperation and Operational Status - Juxing Technology has received a procurement confirmation from a large international retail company for a series of 20V cordless lithium battery power tools and related spare parts, with an expected annual procurement amount of no less than $30 million, accounting for over 10% of the company's 2024 power tool product revenue [2] - Guoxing Optoelectronics plans to raise no more than 980 million yuan through a private placement for the production construction project of "Ultra HD Display Mini/Micro LED and Display Module Products" [2] - Jiangfeng Electronics intends to raise no more than 1.95 billion yuan for the industrialization project of 5,100 integrated circuit equipment static suction cups [3] - Baotou Steel plans to adjust the related transaction price of rare earth concentrate for the third quarter of 2025 to 19,109 yuan/ton excluding tax [4] - Northern Rare Earth has adjusted the transaction price of rare earth concentrate for the third quarter to 19,109 yuan/ton excluding tax [5] Group 3: Performance Changes - Guosheng Jinkong expects a net profit of 150 million to 220 million yuan for the first half of the year, a year-on-year increase of 236.85% to 394.05%, with good performance improvement in brokerage and investment banking businesses [6] - Sairisi anticipates a net profit of 2.7 billion to 3.2 billion yuan for the first half, a year-on-year increase of 66.20% to 96.98%, with significant growth in second-quarter sales compared to the first quarter [6] - WuXi AppTec expects an adjusted net profit of approximately 6.315 billion yuan for the first half, a year-on-year increase of about 44.43% [7] - China Shipbuilding Industry Corporation expects a net profit of 1.5 billion to 1.8 billion yuan for the first half, a year-on-year increase of 181.09% to 237.30%, with a significant increase in the number of delivered civil ship products [7] - Huidian Co. anticipates a net profit of 1.65 billion to 1.75 billion yuan for the first half, a year-on-year increase of 44.63% to 53.40%, benefiting from structural demand for printed circuit boards in emerging computing scenarios such as high-speed computing servers and artificial intelligence [7] - Zhengbang Technology expects a net profit of 190 million to 210 million yuan for the first half, compared to a loss of 127 million yuan in the same period last year [8] - Dongyangguang expects a net profit of 583 million to 663 million yuan for the first half, a year-on-year increase of 157.48% to 192.81%, with accelerated strategic layout in intelligent computing center liquid cooling and humanoid robot fields, achieving revenue in the humanoid intelligent robot business [8]

河南仕佳光子科技股份有限公司董事会 关于本次交易履行法定程序的完备性、合规性 及提交的法律文件的有效性的说明 河南仕佳光子科技股份有限公司（以下简称"公司"或"上市公司"）拟通 过发行股份及支付现金方式购买东莞福可喜玛通讯科技有限公司（以下简称"标 的公司"或"福可喜玛"）股权并募集配套资金（以下简称"本次交易"）。本 次交易完成后，福可喜玛将成为上市公司的控股子公司。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司重大 资产重组管理办法》（以下简称"《重组管理办法》"）、《上海证券交易所科 创板股票上市规则》《上市公司信息披露管理办法》等法律、法规和规范性文件 及《河南仕佳光子科技股份有限公司章程》（以下简称"《公司章程》"）的相 关规定，公司董事会对于公司本次交易履行法定程序的完备性、合规性以及提交 的法律文件的有效性进行了认真审核，并说明如下： 一、关于本次交易履行法定程序完备性、合规性的说明 的有关规定，采取了严格的保密措施，尽可能缩小内幕信息知情人员的范围，严 格履行了本次交易信息在依法披露前的保密义务。 备忘录。 购买资产协议》。 内累计涨跌幅超过20%。在剔除同行业板块因素影响后 ...

河南仕佳光子科技股份有限公司董事会 关于本次交易信息发布前公司股票价格波动情况的说明 河南仕佳光子科技股份有限公司（以下简称"公司"或"上市公司"）拟通 过发行股份及支付现金方式购买东莞福可喜玛通讯科技有限公司（以下简称"标 的公司"或"福可喜玛"）股权并募集配套资金（以下简称"本次交易"）。本 次交易完成后，福可喜玛将成为上市公司的控股子公司。 根据《上海证券交易所上市公司自律监管指引第6号——重大资产重组》的 规定，现就相关期间公司股票价格波动情况，公司经自查后说明如下： 河南仕佳光子科技股份有限公司董事会 剔除同行业板块因素影响后的涨跌幅 17.40% 在剔除大盘因素影响后，公司股价在本次交易首次公告日前20个交易日内累 计涨跌幅超过20%。在剔除同行业板块因素影响后，公司股价在本次交易首次公 告日前20个交易日内累计涨跌幅未超过20%。 在本次交易的筹划过程中，公司已根据法律法规及证券监管部门的有关规定， 采取了严格的保密措施，尽可能缩小内幕信息知情人员的范围，严格履行了本次 交易信息在依法披露前的保密义务，同时，公司按照上交所的要求进行了交易进 程备忘录、内幕信息知情人有关材料的填报和提交。 特此说 ...

公司就本次交易采取了必要且充分的保密措施，制定了严格有效的保密制度， 公司董事会就在本次交易中所采取的保密措施及保密制度情况具体说明如下： 一、公司在本次交易中严格按照《上市公司重大资产重组管理办法》《上市 公司信息披露管理办法》及《上海证券交易所科创板股票上市规则》等法律、法 规和规范性法律文件的要求，遵循公司章程及内部管理制度的规定，就本次交易 采取了充分必要的保护措施，制定了严格有效的保密制度。 二、公司高度重视内幕信息管理，按照《上市公司监管指引第5号—上市公 司内幕信息知情人登记管理制度》等相关规定，严格控制内幕信息知情人范围， 及时记录商议筹划、论证咨询等阶段的内幕信息知情人及筹划过程，制作交易进 程备忘录。 三、在公司与交易对方签署的交易协议设有保密条款，约定双方对本次交易 的相关信息负有保密义务。 四、公司严格按照上海证券交易所要求建立内幕信息知情人档案并制作重大 事项进程备忘录，并及时报送上海证券交易所。 河南仕佳光子科技股份有限公司董事会 关于本次交易采取的保密措施及保密制度的说明 河南仕佳光子科技股份有限公司（以下简称"公司"或"上市公司"）拟通 过发行股份及支付现金方式购买东莞福可喜玛 ...

Group 1 - The company, Henan Shijia Photon Technology Co., Ltd., plans to issue shares and pay cash to acquire 82.3810% equity of Fuke Xima, while also raising supporting funds from no more than 35 specific investors [10][19][30] - The transaction involves several parties, including Henan Hongqi Optoelectronic Industry Fund, Liu Xiaoming, Xuan Guodong, Foshan Youxiu Yisheng Equity Investment Partnership, and Zhao Hongjun [10][19] - The final transaction price for the assets will be determined based on an evaluation report from a qualified appraisal agency, which is yet to be completed [10][30] Group 2 - The transaction is expected to enhance the company's core competitiveness by securing the production process of MT connectors, thereby stabilizing supply and reducing overall costs [24][25] - The company aims to enrich its product structure and technical accumulation through this acquisition, which is anticipated to strengthen cooperation in the optical device sector [24][25] - The transaction is projected not to result in a change of control for the company, as the actual controller remains the same before and after the transaction [23][24] Group 3 - The company will issue shares to raise supporting funds, with the total amount not exceeding 100% of the transaction price for the asset acquisition [19][21] - The shares issued for the supporting funds will not exceed 30% of the total share capital after the transaction [19][21] - The funds raised will be used for working capital, cash payment for the transaction, intermediary fees, and transaction taxes [19][21] Group 4 - The company has committed to strict compliance with information disclosure obligations and will ensure fair pricing for the transaction [27][29] - The company will provide a network voting platform for shareholders to participate in decision-making regarding the transaction [27][28] - The transaction is subject to approval from relevant regulatory bodies, and the company has already completed some decision-making procedures [26][30]

Group 1 - The company plans to acquire 82.3810% equity of Dongguan Fuke Xima Communication Technology Co., Ltd. through a combination of issuing shares and cash payment, along with raising matching funds [1][2] - The board of directors has approved the proposal for the acquisition and fundraising, which will be submitted to the shareholders' meeting for further approval [2][12] - The issuance of shares will be A-shares with a par value of RMB 1.00, and the shares will be listed on the Shanghai Stock Exchange [2][3] Group 2 - The issuance price for the shares will be set at 28.24 RMB per share, which is not less than 80% of the average trading price over the previous 20 trading days [4][5] - The number of shares to be issued will be determined based on the transaction price, which is yet to be finalized, and will be disclosed in the restructuring report [5][9] - A lock-up period of 12 months will apply to shares obtained by most transaction parties, while a 6-month lock-up will apply to one specific party [6][10] Group 3 - The company will share profits and losses from the acquired assets based on the equity proportion held in the target company during the profit and loss attribution period [6][8] - The company intends to raise matching funds not exceeding 30% of the total transaction price through the issuance of shares to no more than 35 specific investors [8][10] - The funds raised will be used for working capital, cash payment for the transaction, intermediary fees, and transaction taxes [10][11] Group 4 - The transaction is expected to constitute a related party transaction due to the involvement of the optical electronics fund, which is a significant partner of the company [12][13] - The board has confirmed that the transaction does not constitute a major asset restructuring or a restructuring listing [12][14] - The company will ensure compliance with relevant regulations and guidelines throughout the transaction process [15][16]