Core Viewpoint - The company, Yongxi Electronics, primarily serves SoC customers and has not yet ventured into the storage chip market, despite inquiries about its packaging and testing services for various storage chip products [1] Group 1 - The company received inquiries regarding its packaging and testing services for DRAM and Flash storage chips [1] - The company's current focus is on SoC customers, indicating a strategic direction in its service offerings [1] - There is no current involvement in the storage chip packaging and testing business, highlighting a potential area for future expansion [1]

Core Viewpoint - On November 17, a total of 17 listed companies will have their restricted shares unlocked, with a total market value of approximately 22.745 billion yuan [1] Summary by Category Restricted Shares Unlocking - The total number of restricted shares unlocking on this date is significant, with a total market value of about 22.745 billion yuan [1] - Specific companies and their respective unlocking details include: - Yingte Group (000411): 273,600 shares from equity incentive [1] - East China Pharmaceutical (000963): 1,630,300 shares from equity incentive [1] - Innovation New Materials (600361): 2.867 billion shares from other types [1] - Fida Environmental Protection (600526): 152 million shares with extended lock-up period [1] - New Mileage (002219): 8.7 million shares from equity incentive [1] - Anke Bio (300009): 12.3941 million shares from equity incentive [1] - Songcheng Performance (300144): 2.16 million shares from equity incentive [1] - Keheng Co., Ltd. (300340): 511,400 shares from equity incentive [1] - Haoxiangni (002582): 1 million shares from equity incentive [1] - Zhongzhi Technology (301361): 2.252 million shares from pre-issue [1] - Jack Co., Ltd. (603337): 2.4576 million shares from equity incentive [1] - Tian'ao Electronics (002935): 105,400 shares from equity incentive [1] - Huatuo Cable (605196): 556,000 shares from equity incentive [1] - Yongshuntai (001338): 266 million shares from pre-issue [1] - New World (301277): 149 million shares from pre-issue [1] - Yongxi Electronics (688362): 130 million shares [1] - Kangxi Communication (688653): 3.184 million shares [1]

Core Viewpoint - A total of 32.91 billion shares with a market value of 28.164 billion yuan are set to be unlocked on November 17, involving 13 companies [1] Group 1: Unlocking Details - The companies with the highest unlocking volumes are Innovation New Materials, New World, and Yongshuntai, with unlocking shares of 2.287 billion, 291 million, and 266 million respectively [1] - In terms of market value, Innovation New Materials, New Nuo Wei, and Yongxi Electronics lead with unlocking values of 10.542 billion yuan, 5.34 billion yuan, and 3.97 billion yuan respectively [1] - The companies with the highest unlocking ratios relative to total share capital are New World, Innovation New Materials, and Yongshuntai, with ratios of 74.24%, 60.88%, and 52.97% respectively [1]

Core Viewpoint - The company, Yongxi Electronics, has acquired 100% equity of Ningbo Yuchang through a public auction, ensuring transparency and utilizing self-owned and self-raised funds, without involving convertible bond financing [2] Group 1: Acquisition Details - The acquisition price was determined based on evaluations from a third-party assessment agency [2] - The core asset of the acquired company is the second-phase factory, which is also the site of the company's planned investment project of 11.1 billion yuan [2] - The second-phase factory employs an "EPC+F" construction model and was previously leased by the company [2] Group 2: Financial Impact - The acquisition will not significantly change the company's total liabilities or financial expenses, nor will it adversely affect production and operations [2] - The acquisition allows the company to gain autonomous control over key assets, which is beneficial for stabilizing the operating environment and reducing future uncertainties [2] Group 3: Strategic Alignment - The acquisition aligns with the company's strategy and will not lead to significant changes in its main business operations [2] - The company will not engage in real estate or construction businesses following this acquisition [2]

Core Viewpoint - The company emphasizes that its stock price is influenced by various factors including fundamentals, market sentiment, and investor expectations, while focusing on its core business to enhance competitiveness and profitability [1] Group 1 - The company aims to enrich its packaging product types while ensuring the quality of packaging and testing services [1] - The company is committed to improving its ability to serve customers, which is expected to drive steady revenue growth [1] - The company seeks to enhance its competitive advantages and sustainable profitability to protect the interests of its investors [1]

Group 1 - The core point of the article is that Yongxi Electronics (688362.SH) has stated that its wholly-owned subsidiary, Yongxi Semiconductor (Hainan) Co., Ltd., has not yet commenced operations [1]

Group 1 - The company, Yongxi Electronics (688362.SH), primarily serves SoC (System on Chip) customers and has not yet ventured into the storage chip market [1]

Core Viewpoint - The announcement details the upcoming listing and circulation of 129,835,000 restricted shares of Yongxi Electronics (Ningbo) Co., Ltd., which will be available for trading starting November 17, 2025, following the expiration of the lock-up period [2][3][19]. Summary by Sections Listing Details - The total number of shares to be listed is 129,835,000, which represents 31.63% of the company's total share capital as of the announcement date [5][19]. - The shares are part of the initial public offering (IPO) and will be available for trading after a 36-month lock-up period [5][19]. Share Capital Changes - After the IPO, the total share capital of the company was 407,660,000 shares, consisting of 362,074,866 restricted shares and 45,585,134 unrestricted shares [4][6]. - The company has undergone several changes in share capital due to stock incentive plans, with the total share capital increasing to 41,048,303 shares as of September 2025 [8][9]. Commitments from Shareholders - The controlling shareholder, Yongshunxin, and other significant shareholders have committed to not transferring or managing their shares for 36 months post-IPO, with automatic extensions if certain price conditions are met [10][12][16]. - These commitments are in line with regulatory requirements and are aimed at ensuring market stability [10][12][16]. Compliance and Verification - The underwriter, Ping An Securities Co., Ltd., has verified that the shareholders have adhered to their commitments regarding the lock-up period and share circulation [19]. - The announcement confirms that there are no fund occupation issues by the controlling shareholder or related parties [18].

Group 1 - The core viewpoint of the article is that Yongxi Electronics emphasizes the importance of market value management and actively engages with investors to communicate the company's value and positive changes [1] Group 2 - The company's stock price is influenced by various factors including fundamentals, market sentiment, and investor expectations [1] - Since 2024, the company has implemented two share buybacks as part of its market value management strategy [1] - The company maintains active communication with investors through various channels such as performance briefings, public emails, investor hotlines, on-site research, and strategy meetings [1]

（文章来源：证券日报） 证券日报网讯 11月7日晚间，甬矽电子发布公告称，本次股票上市类型为首发限售股份；股票认购方式 为网下，上市股数为129，835，000股。本次股票上市流通总数为129，835，000股。本次股票上市流通 日期为2025年11月17日（因2025年11月16日是非交易日，上市流通日期顺延至2025年11月17日）。 ...