Market Overview - The market experienced fluctuations with all three major indices slightly declining, with the Shanghai Composite Index leading the drop at 3559.95 points, down 0.37% [1] - Total trading volume in the Shanghai and Shenzhen markets was 1.60 trillion yuan, a decrease of 337.7 billion yuan compared to the previous trading day [1] Sector Performance - The pharmaceutical sector showed strong performance, with traditional Chinese medicine stocks seeing significant gains, such as Weikang Pharmaceutical hitting the daily limit [2] - Other sectors that performed well included AI applications and photovoltaic concepts, with notable stocks like Dingjie Zhizhi rising over 10% [2] Institutional Insights - According to Jufeng Investment Advisors, as the mid-year report disclosures peak, performance differentiation will become more pronounced, with profitable sectors attracting more capital [4] - Morgan Stanley Fund noted that the overall strong performance of the A-share market is attracting both domestic and foreign investors, with optimism building [4] - Anjue Asset highlighted the market's mixed sentiment, with increasing financing balances indicating investor confidence, while rapid sector rotations create confusion [5] Policy and Industry Developments - The Shanghai Municipal Communications Administration announced a plan to develop high-quality computing infrastructure, aiming to establish at least five large-scale computing centers by the end of 2025 [7] - In the context of competition in the delivery industry, major companies like Meituan and JD.com called for resisting disorderly competition to maintain market order [6] Company News - InnoSilicon's stock surged over 60% after being listed as a partner of NVIDIA, although the collaboration is still in the testing phase without substantial orders yet [7]

Group 1: Guoji Jinggong - Guoji Jinggong operates in the bearing and abrasive tools industry, covering five major sectors: new materials, basic components, machine tools, high-end equipment, and supply chain management and services [1] - The company has a strong order backlog in wind power bearings and aims to rank among the top tier in precision machine bearings [1] - The ultra-hard materials grinding tools business is expected to generate approximately 580 million yuan in revenue in 2024, with significant growth in the semiconductor sector [1] - Guoji Jinggong is actively seeking acquisition opportunities, focusing on product development and domestic substitution while aiming for international first-class standards [1] Group 2: Xinyi Chang - Xinyi Chang reported good order conditions for Mini LED products and recently signed a procurement order with Suzhou Huaxing Optoelectronics [2] - According to Aowei Cloud Network, the penetration rate of Mini LED TVs in China's TV market is expected to reach 29% in the first half of 2025, with sales growth exceeding 200% year-on-year [2] - Lottu Technology predicts that the global Mini LED market will exceed 3 billion USD by 2028, with a compound annual growth rate of approximately 40% [2] - The company has launched a series of semiconductor die bonding machines and is actively validating and optimizing several advanced packaging equipment [2] - A newly established robotics subsidiary focuses on AI research and robot manufacturing and sales, leveraging its advantages in developing robotic brains [2] - In 2025, the company plans to prioritize R&D investments in the semiconductor, Mini LED, and robotics sectors while continuing to expand its overseas market presence [2] Group 3: Jianxin Fund - Jianxin Fund, established in 2005, has an asset management scale of 922.483 billion yuan across all public funds, ranking 11th out of 210 [3] - The asset management scale for non-monetary public funds is 196.978 billion yuan, ranking 27th out of 210 [3] - The fund manages 324 public funds, ranking 21st out of 210, with 67 public fund managers, ranking 14th out of 210 [3] - The best-performing public fund product in the past year is Jianxin Flexible Allocation Mixed A, with a latest net value of 1.59 and a growth of 86.42% over the past year [3]

Group 1 - The core viewpoint of the news highlights that Xinyi Chang has a strong order situation for Mini LED products and has recently signed a procurement order with Suzhou Huaxing Optoelectronics [1] - According to Aowei Cloud Network, the penetration rate of Mini LED TVs in China's color TV market is expected to significantly increase to 29% in the first half of 2025, with sales growth exceeding 200% year-on-year [1] - Lottu Technology predicts that the global Mini LED market size will exceed $3 billion by 2028, with a compound annual growth rate (CAGR) of approximately 40% [1] - The company has a series of semiconductor die bonding machines and has recently launched wire bonding machines and testing packaging equipment, with multiple advanced packaging devices currently undergoing verification and optimization [1] - A newly established robotics subsidiary is engaged in artificial intelligence research and robot manufacturing and sales, possessing advantages and technical capabilities in developing robotic brains [1] - The company plans to focus its R&D investment in 2025 on the semiconductor, Mini LED, and robotics sectors while continuing to expand its overseas market presence to enhance international competitiveness [1]

Group 1 - The core viewpoint of the article highlights that Nantu Asset recently conducted research on a listed company, Xin Yichang, which is experiencing strong Mini LED order demand and has signed a procurement order with Suzhou Huaxing Optoelectronics [1] - According to data from Aowei Cloud Network, the penetration rate of Mini LED TVs in China's TV market is expected to significantly increase to 29% in the first half of 2025, with sales expected to grow over 200% year-on-year [1] - Lottu Technology predicts that the global Mini LED market size will exceed $3 billion by 2028, with a compound annual growth rate (CAGR) of approximately 40% [1] Group 2 - Xin Yichang has a series of semiconductor die-bonding machine products and has recently launched wire-bonding machines and testing packaging equipment, with multiple advanced packaging devices currently undergoing verification and optimization [1] - The newly established robotics subsidiary focuses on artificial intelligence research and robot manufacturing and sales, possessing advantages and technical capabilities in developing robotic brains [1] - The company plans to prioritize research and development investments in the semiconductor, Mini LED, and robotics sectors in 2025, while also continuing to expand its overseas market presence to enhance international competitiveness [1]

7月30日新益昌主力资金净流入1012.59万元，占流通市值的0.16%。 风险提示：股市有风险，投资需谨慎。 新益昌7月30日报收63.55元，较前一交易日下跌1.20%。当日成交量为31329手，成交金额达2.02亿元。 新益昌属于专用设备制造业，主要从事半导体、LED及新型显示、电容器、锂电池等行业智能制造装备 的研发、生产和销售。公司是国内半导体、新型显示封装和电容器老化测试智能制造装备领域的领先企 业。 公司7月30日在投资者互动平台表示，尚未与盛合晶微展开业务合作。此外，公司于7月29日至30日接待 了信银理财、中信证券等多家机构的调研，介绍了公司主营业务和发展情况。 ...

格隆汇7月30日丨新益昌(688383.SH)在投资者互动平台表示，公司尚未与盛合晶微展开业务合作。 ...

Group 1 - The semiconductor packaging equipment industry is experiencing robust growth in China, driven by strong demand in emerging applications such as smartphones, AI, IoT, and automotive electronics. The sales revenue for semiconductor packaging equipment in China is projected to reach 28.27 billion yuan in 2024, representing a year-on-year increase of 18.93% [1][18] - The industry is expected to continue evolving towards high-density, high-performance, and high-reliability equipment due to rapid advancements in technologies like 5G, IoT, and AI [1][18] - The global semiconductor equipment market is also witnessing significant growth, with sales expected to reach 117.1 billion USD in 2024, a 10.16% increase from 2023 [15][17] Group 2 - Key players in the semiconductor packaging equipment market include both international leaders such as ASM Pacific Technology, Kulicke & Soffa, and local Chinese companies like North Huachuang, Shengmei Semiconductor, and Xinyi Chang [21][23] - North Huachuang's revenue from electronic process equipment is projected to be 27.707 billion yuan in 2024, marking a 41.28% increase [23] - Shengmei Semiconductor's revenue is expected to reach 5.44 billion yuan in 2024, reflecting a 46.43% growth [25] Group 3 - The semiconductor packaging equipment industry is supported by various policies aimed at promoting domestic production and technological breakthroughs, including the implementation of national standards and talent cultivation initiatives [8][10] - The industry is characterized by a complex supply chain, with upstream components including sensors and subsystems, midstream manufacturing, and downstream applications serving OSATs, IDMs, and foundries [11][13] Group 4 - The industry is witnessing a shift towards high precision and intelligent equipment, with advancements in packaging technologies such as Chiplet and 3D IC driving innovation [27] - New application scenarios, particularly in electric vehicles and AI chips, are creating additional market opportunities for specialized packaging equipment [28] - The construction of digital factories is transforming traditional equipment operation and maintenance, enhancing efficiency through real-time data collection and predictive maintenance [29]

Core Points - The company has approved a differentiated dividend distribution plan at the 2024 annual shareholders' meeting, with a cash dividend of 0.20 yuan per share (including tax) [1][2][5] - The total share capital of the company is 102,133,600 shares, and the cash dividend will be distributed based on the total shares minus those held in the company's repurchase account [2][3] - The dividend distribution will not include stock dividends or capital reserve transfers [2][3] Dividend Distribution Details - The cash dividend distribution is based on the total shares registered in the China Securities Depository and Clearing Corporation Limited Shanghai Branch as of the close of trading on the record date [1][2] - The reference price for ex-dividend trading will be calculated as the previous closing price minus the cash dividend per share [2][3] - The company will not distribute dividends for shares held in the repurchase account [4][5] Tax Implications - Individual shareholders holding shares for over one year will not be subject to personal income tax on the dividend income, while those holding for one year or less will have tax withheld upon transfer [5][6] - For qualified foreign institutional investors (QFIIs), a 10% corporate income tax will be withheld, resulting in a net cash dividend of 0.18 yuan per share [6][7] - Other institutional investors will be responsible for their own tax declarations, with a gross cash dividend of 0.20 yuan per share [7]

Group 1 - The legal opinion letter is issued by Guangdong Xinda Law Firm regarding the differentiated dividend distribution plan of Shenzhen Xinyi Chang Technology Co., Ltd for the year 2024 [1][2] - The company has completed the repurchase of 1,054,085 shares, which will not participate in profit distribution due to being held in a special repurchase account [5][6] - The differentiated dividend plan proposes a cash dividend of 2.00 yuan per 10 shares, with no capital reserve fund conversion or bonus shares issued [6][7] Group 2 - The calculation of the ex-dividend reference price is based on the last closing price minus the cash dividend, resulting in an ex-dividend reference price of 47.79 yuan per share [7][8] - The impact of the differentiated dividend on the ex-dividend reference price is minimal, with an absolute value of impact being less than 1% [8][9] - The legal opinion concludes that the differentiated dividend distribution complies with relevant laws and regulations, and does not harm the interests of the company and its shareholders [9]

法律意见书 中国深圳市福田区益田路 6001 号太平金融大厦 11、12 楼 邮编：518038 11&12//F, TAIPING FINANCE TOWER, YITIAN ROAD 6001, FUTIAN DISTRICT, SHENZHEN, P.R. CHINA 电话（Tel）：（0755）88265288 传真（Fax）：（0755）88265537 电子邮件(E-mail)：info@sundiallawfirm.com 网址(Website)：www.sundiallawfirm.com 广东信达律师事务所 致：深圳新益昌科技股份有限公司 广东信达律师事务所（以下简称"信达"）律师接受深圳新益昌科技股份有 限公司（以下简称"新益昌"或"公司"）的委托，根据《中华人民共和国公司 法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证 券法》"）、《上市公司股份回购规则》（以下简称"《回购规则》"）《上海 证券交易所上市公司自律监管指引第 7 号——回购股份》（以下简称"《回购指 引》"）等法律、法规和规范性文件，以及《深圳新益昌科技股份有限公司章程》 （以下简称"《公司章程》 ...