Core Insights - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index has shown a strong upward trend, with significant gains in constituent stocks such as Qizhong Technology and Tiannai Technology [3] - The ETF tracking the Sci-Tech 100 Index has also experienced a notable increase, reflecting positive market sentiment and liquidity [3][6] Group 1: Electronic Sector Developments - The Ministry of Transport and six other departments have issued implementation opinions on "Artificial Intelligence + Transportation," aiming to popularize AI applications in the sector by 2027 [4] - The National Development and Reform Commission and six other departments have released measures to strengthen the cultivation of innovative digital economy enterprises, enhancing computing power resource support [4] - Moore Threads has successfully passed the listing review by the Shanghai Stock Exchange [4] Group 2: Battery and Robotics Innovations - A research team led by a professor from Tsinghua University has made significant progress in polymer electrolytes for lithium batteries, which may provide important technical references for solid-state battery development [4] - Yushu Technology plans to release a humanoid robot in the second half of the year, while Tesla is accelerating the mass production of its Optimus robot [4] Group 3: Investment Opportunities - The demand for AI computing power is driving growth in sectors such as CPO, PCB, and semiconductors, creating a favorable environment for the electronic sector [5] - Solid-state batteries are gaining attention as the next-generation power battery due to their high energy density and safety, accelerating their industrialization process [5] - The robotics sector is rapidly developing, with increasing investment value and potential as a key area for future technology investments [5] Group 4: ETF Performance and Composition - The Sci-Tech 100 Index ETF has seen a significant increase in scale and shares, ranking second among comparable funds in terms of new scale and shares added [6] - The ETF has recorded a net inflow of funds, indicating strong investor interest and confidence in the technology sector [6] - The top three industries represented in the Sci-Tech 100 Index are electronics (37.51%), pharmaceuticals (18.97%), and power equipment (12.8%), highlighting the index's focus on high-growth technology sectors [6][7]

集成电路封测板块直线拉升，颀中科技涨超10%，甬矽电子、伟测科技、气派科技、汇成股份、晶方科 技等跟涨。 ...

Core Viewpoint - The company anticipates significant growth in its display chip packaging and testing business, driven by industry shifts and government subsidies, with a particularly strong demand expected in the second half of 2025 [1] Group 1: Display Chip Packaging and Testing - The transfer effect in the display industry is expected to continue, especially for large-size COF and TDDI COG products [1] - Rapid demand increase is anticipated in the third quarter, with further growth expected in the fourth quarter [1] - The penetration rate of AMOLED technology continues to rise [1] Group 2: Non-Display Chip Packaging and Testing - Cu bump packaging is projected to see incremental growth quarter by quarter in the second half of 2025 [1] - Although the DPS segment is expected to have low utilization rates in the first half of 2025, a recovery is anticipated in the second half [1] - The overall outlook remains cautiously optimistic [1]

关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： 会议召开时间：2025 年 09 月 29 日（星期一）下午 16:00-17:00 会议召开地点：上海证券交易所上证路演中心 （网址：https://roadshow.sseinfo.com/） 证券代码：688352 证券简称：颀中科技 公告编号：2025-051 合肥颀中科技股份有限公司 （三）会议召开方式：上证路演中心网络文字互动 三、参加人员 董事、总经理：杨宗铭先生 职工代表董事、副总经理、董事会秘书、财务总监：余成强先生 独立董事：解光军先生 (如遇特殊情况，参会人员可能进行调整) 四、投资者参加方式 会议召开方式：上证路演中心网络文字互动 投资者可于 2025 年 09 月 22 日（星期一）至 09 月 26 日（星期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 irsm@chipmore.com.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 ...

Group 1 - The core viewpoint of the news is the performance and market position of Qizhong Technology, which saw a stock price increase of 5.11% to 12.96 CNY per share, with a total market capitalization of 15.41 billion CNY [1] - Qizhong Technology, established on January 18, 2018, specializes in advanced packaging and testing services for integrated circuits, covering various products including display driver chips and power management chips [1] - The revenue composition of Qizhong Technology is primarily from display driver ICs at 92.09%, followed by non-display driver ICs at 6.43%, and other sources at 1.48% [1] Group 2 - Among the top shareholders of Qizhong Technology, the Jiashi Fund's ETF (588200) increased its holdings by 1.0203 million shares, now holding 11.2625 million shares, which is 3.08% of the circulating shares [2] - The Jiashi ETF has a total scale of 27.806 billion CNY and has achieved a year-to-date return of 54.13%, ranking 318 out of 4222 in its category [2] - Over the past year, the Jiashi ETF has delivered a return of 163.1%, ranking 15 out of 3804 in its category [2]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company's profitability significantly improved in Q2 2025, with a notable recovery in profit margins and operational efficiency [1][8] - The non-display business continues to be a key focus for the company, with ongoing efforts to enhance its capabilities in power device packaging and smart manufacturing [5][8] - The display driver chip business remains strong, holding the leading position in the domestic market and third globally, benefiting from the ongoing demand for larger display technologies [8] Financial Performance - In H1 2025, the company achieved revenue of 1.0 billion yuan, a year-on-year increase of 6.6%, while net profit decreased by 38.8% [8] - Q2 2025 revenue reached 520 million yuan, up 6.3% year-on-year and 9.9% quarter-on-quarter, with a significant improvement in gross margin to 31.3% [8] - The company expects revenues for 2025-2027 to be 2.27 billion, 2.62 billion, and 3.04 billion yuan respectively, with net profits projected at 330 million, 400 million, and 510 million yuan [6][9] Business Segments - The display driver chip segment accounted for 92.1% of total revenue in H1 2025, with a strong market position supported by advanced packaging capabilities [8] - The non-display business, while facing challenges, is expected to improve in H2 2025, with specific growth anticipated in Cu Bump and DPS utilization rates [5][8]

中国北京市朝阳区建国路 77 号华贸中心 3 号写字楼 34 层 邮政编码 100025 电话：（86-10）5809-1000 传真：（86-10）5809-1100 北京市竞天公诚律师事务所 关于合肥颀中科技股份有限公司 2025年第一次临时股东大会的法律意见书 致：合肥颀中科技股份有限公司 北京市竞天公诚律师事务所（以下简称"本所"）接受合肥颀中科技股份有 限公司（以下简称"公司"）的委托，指派本所律师列席公司于 2025 年 9 月 16 日 14 点 00 分在安徽省合肥市新站区综合保税区大禹路 2350 号颀中科技会议室 召开的 2025 年第一次临时股东大会（以下称"本次股东大会"），并依据《中华 人民共和国公司法》等中国法律、法规和相关规范性文件（以下称"中国法律 法规"）及《合肥颀中科技股份有限公司章程》（以下称"公司章程"）的规定， 就本次股东大会的召集人资格及召集、召开程序、出席会议人员资格、会议表 决程序和表决结果等事宜（以下称"程序事宜"）出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的有关本次股东大会的文 件，包括但不限于公司第二届董事会第六次会议决议、第二届监事会 ...

证券代码：688352 证券简称：颀中科技 公告编号：2025-050 合肥颀中科技股份有限公司 2025年第一次临时股东大会决议公告 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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 9 月 16 日 （二） 股东大会召开的地点：安徽省合肥市新站区综合保税区大禹路 2350 号颀 中科技会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 278 | | --- | --- | | 普通股股东人数 | 278 | | 2、出席会议的股东所持有的表决权数量 | 863,859,260 | | 普通股股东所持有表决权数量 | 863,859,260 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 73.1884 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 73. ...

Group 1 - In the first half of the year, 186 A-share listed companies in Anhui achieved a total operating income of 722.08 billion yuan and a total profit of 55.54 billion yuan, with 152 companies making profits, accounting for 81.72% [1][3] - 96 companies reported a year-on-year increase in operating profit, representing over 50% of the total [1][3] - As of September 15, 154 companies in the Anhui sector saw their stock prices rise since the beginning of the year, with 15 companies doubling their market value [3] Group 2 - The "2025 Anhui Listed Companies Investor Online Reception Day" was held, where 77 companies presented their performance and business layout for the first half of the year, responding to nearly a thousand investor inquiries [2][4] - Companies like Anhui Huabei Group are focusing on digital transformation in retail and standardization in agricultural product circulation, aiming to enhance core competitiveness [4] Group 3 - There is a strong investor interest in enhancing market value management, with many companies expressing a desire to improve their market value [5] - Several companies, including Yangguang Electric and Conch Cement, announced mid-term dividends, with Conch Cement planning a dividend payout of 1.266 billion yuan, representing a 29% payout ratio [5] Group 4 - Chip Microelectronics is progressing with its H-share listing application, indicating a significant step in its dual financing strategy [6][7] - The company has been experiencing strong production and sales growth, driven by the demand in AI computing and the electronicization of new energy vehicles [7]

Summary of Key Points Core Viewpoint - Hefei Qizhong Technology Co., Ltd. has received approval from the Shanghai Stock Exchange Listing Review Committee for its application to issue convertible bonds to unspecified objects, pending final registration from the China Securities Regulatory Commission [1][3]. Trading Information - As of September 12, 2025, Qizhong Technology's stock closed at 12.39 yuan, an increase of 4.82%, with a turnover rate of 4.86% and a trading volume of 177,700 shares, resulting in a transaction amount of 216 million yuan [1]. Fund Flow - On September 12, 2025, the main funds experienced a net outflow of 15.86 million yuan, accounting for 5.38% of the total transaction amount. Retail investors saw a net inflow of 11.986 million yuan, representing 4.06% of the total transaction amount, while speculative funds had a net inflow of 3.8744 million yuan, making up 1.31% of the total transaction amount [1][3]. Company Announcement - The board of directors of Hefei Qizhong Technology Co., Ltd. confirmed the accuracy and completeness of the announcement regarding the approval of the convertible bond issuance application [2].