金融界消息 截至2025年8月5日收盘，泛亚微透（688386）报收于62.25元，上涨2.25%，换手率2.17%， 成交量1.98万手，成交金额1.22亿元。 资金流向方面，今日主力资金净流出1042.42万元，占比成交额8.57%。其中，超大单净流出1208.11万 元、占成交额9.93%，大单净流入165.69万元、占成交额1.36%，中单净流出流入200.66万元、占成交额 1.65%，小单净流入841.76万元、占成交额6.92%。 泛亚微透最新一期业绩显示，截至2025一季报，公司营业总收入1.31亿元、同比增长26.60%，归属净利 润2408.10万元，同比增长43.22%，扣非净利润2359.81万元，同比增长42.92%，流动比率2.477、速动比 率1.974、资产负债率29.34%。 天眼查商业履历信息显示，江苏泛亚微透科技股份有限公司，成立于1995年，位于常州市，是一家以从 事化学原料和化学制品制造业为主的企业。企业注册资本9100万人民币，实缴资本4500万人民币。公司 法定代表人为张云。 通过天眼查大数据分析，江苏泛亚微透科技股份有限公司共对外投资了9家企业，参与招投标项目3 ...

Core Viewpoint - The article highlights the recent financial performance and market activity of Jiangsu Panyam Micro透 Technology Co., Ltd., indicating a positive trend in financing and investment activities [1]. Financial Performance - Last week, Jiangsu Panyam Micro透 had a net financing inflow of 14.84 million RMB, ranking 487th in the market [1]. - The total financing amount for the week was 108 million RMB, while the repayment amount was 93.19 million RMB [1]. Market Activity - Over the past 5 days, the main capital inflow into Jiangsu Panyam Micro透 was 26.51 million RMB, with a price increase of 3.04% [1]. - In the last 10 days, the main capital inflow was 36.84 million RMB, with a price increase of 2.65% [1]. Company Overview - Jiangsu Panyam Micro透 Technology Co., Ltd. was established in 1995 and is located in Changzhou, primarily engaged in the manufacturing of chemical raw materials and products [1]. - The company has a registered capital of 91 million RMB and a paid-in capital of 45 million RMB [1]. - The legal representative of the company is Zhang Yun [1]. Investment and Intellectual Property - The company has made investments in 9 enterprises and participated in 38 bidding projects [1]. - In terms of intellectual property, Jiangsu Panyam Micro透 holds 33 trademarks and 355 patents, along with 19 administrative licenses [1].

Group 1 - Airo Energy (688717.SH) plans to reduce its shareholding by up to 0.78% of the total share capital within three months after 15 trading days due to personal funding needs [1] - Aopu Optoelectronics (002338.SZ) intends to reduce its shareholding by up to 240,000 shares, representing 1% of the total share capital, within 90 days after 15 trading days [1] - Placo New Materials (300811.SZ) completed a reduction of 1.01% of its shares, while shareholder Mei Jianjun reduced 8,134 shares, accounting for 0.0476% of the total share capital [1] Group 2 - Boqian New Materials (605376.SH) plans to reduce its shareholding by up to 261,600 shares, which is 1% of the total share capital, through block trading within three months after 15 trading days [1] - Boying Special Welding (301468.SZ) completed a reduction of 3.99% of its shares, totaling 394,480 shares [1] - Surveying and Mapping Co., Ltd. (300826.SZ) plans to reduce its shareholding by up to 50,000 shares, accounting for 0.03% of the total share capital, within three months after 15 trading days [1] Group 3 - Deyi Cultural Creation (300640.SZ) plans to reduce its shareholding by up to 300,000 shares, which is 0.0965% of the total share capital, within three months after 15 trading days [3] - Dingsheng New Materials (603876.SH) intends to reduce its shareholding by up to 3% of the total share capital through various trading methods within three months after 15 trading days [3] - Pan-Asia Micro透 (688386.SH) terminated its reduction plan early, having reduced 2.38% of its shares, bringing its holding to 4.95% [3] Group 4 - Guangpu Co., Ltd. (300632.SZ) plans to reduce its shareholding by up to 8,474,900 shares, which is 3% of the total share capital, within three months after 15 trading days [3] - Guorui Technology (300600.SZ) has reduced its shareholding by 7,297,300 shares, accounting for 2.48% of the total share capital, bringing its holding to 19.97% [3] - Hengtong Co., Ltd. (603223.SH) plans to reduce its shareholding by up to 21,425,600 shares, which is 3% of the total share capital, within three months after 15 trading days [4] Group 5 - Hongbao Li (002165.SZ) plans to reduce its shareholding by up to 14,705,400 shares, representing 2% of the total share capital, within three months after 15 trading days [4] - Hongquan IoT (688288.SH) reduced its shareholding by 869,977 shares, accounting for 0.86% of the total share capital, bringing its holding to 12.80% [4] - Huace Film and Television (300133.SZ) reduced its shareholding by 2.6 million shares, which is 0.14% of the total share capital, bringing its holding to 18.19% [4] Group 6 - Huada Jiutian (301269.SZ) plans to reduce its shareholding by up to 8,144,100 shares, which is 1.5% of the total share capital, within three months after 15 trading days [5] - Huqi Environmental Protection (300929.SZ) plans to reduce its shareholding by up to 1,312,500 shares and 8,800 shares by its concerted actors [5] - Huazheng New Materials (603186.SZ) plans to reduce its shareholding by up to 114,600 shares and 10,300 shares by its management [5] Group 7 - Jinan Technology (300412.SZ) plans to reduce its shareholding by up to 14,932,700 shares and 1,683,000 shares by its board member [5] - Jinma Amusement (300756.SZ) plans to reduce its shareholding by up to 4,712,000 shares, 2,017,000 shares, 508,200 shares, and 372,800 shares by its shareholders [6] - Longxin Zhongke (688047.SH) completed its reduction plan, with shareholders reducing a total of 588,000 shares [6] Group 8 - Limin Co., Ltd. (002734.SZ) completed its reduction plan, with a total reduction of 1.5 million shares, accounting for 0.3434% of the total share capital [7] - Longhua New Materials (301149.SZ) completed its reduction plan, with a total reduction of 986,600 shares, accounting for 0.2294% of the total share capital [7] - Lvtong Technology (301322.SZ) plans to reduce its shareholding by up to 4,829,300 shares, which is 3.39% of the total share capital, within three months after 15 trading days [7] Group 9 - Meidixi (688202.SH) plans to reduce its shareholding by up to 2 million shares, which is 1.49% of the total share capital, within three months after 15 trading days [8] - Nanjing Julong (300644.SZ) completed its reduction plan, with shareholders reducing a total of 62,300 shares [8] - Run Du Co., Ltd. (002923.SZ) plans to reduce its shareholding by up to 10,046,800 shares, which is 3% of the total share capital, within three months after 15 trading days [8]

证券代码：688386 证券简称：泛亚微透 公告编号：2025-043 江苏泛亚微透科技股份有限公司 股东提前终止减持计划暨减持股份结果公告 本公司董事会、全体董事及相关股东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： 股东持有的基本情况 2025 年 6 月 9 日，公司实施了 2024 年度权益分配，以资本公积每 10 股转 增 3 股，南方精工持股数量由 5,136,057 股增加至 6,676,874 股, 占公司总股本 的 7.34%。 减持计划的实施结果情况 南方精工于 2025 年 5 月 8 日通过公司披露了《江苏泛亚微透科技股份有限 公司股东减持股份计划公告》（公告编号：2025-025），计划自该公告披露之日起 15 个交易日后的 3 个月内，通过集中竞价交易、大宗交易方式减持所持有的上 市公司的股票合计不超过 2,100,000 股，即不超过上市公司总股本的 3%。若减 持期间上市公司有送股、资本公积转增股本、配股等股份变动事项，减持股份数 量将进行相应调整。 近日，公司收到南方精工出具的《股份减持告知 ...

Summary of Key Points Core Viewpoint - The announcement details the early termination of a share reduction plan by the major shareholder, Changzhou Sequoia High-tech Venture Capital Center (Limited Partnership), which has reduced its holdings in Jiangsu Panyaw Micro透 Technology Co., Ltd. Shareholder Holding Situation - Prior to the reduction plan, the shareholder held 5,850,363 shares, accounting for 8.36% of the total share capital of the company [1] - Following the acquisition of additional shares, the total holding increased to 7,605,472 shares, maintaining the same percentage of 8.36% [1] Reduction Plan Implementation Results - As of June 30, 2025, the shareholder has reduced its holdings by 3,555,472 shares, which is 3.91% of the total share capital, and the reduction plan has been terminated early [2] - The reduction was executed through centralized bidding and block trading, with 1,820,000 shares sold via centralized bidding and 1,735,472 shares through block trading [2] - The price range for the shares sold was between 43.83 and 54.18 yuan per share [2] Financial Impact - The total amount from the reduction reached 175,789,206.09 yuan, with 84,528 shares remaining unsold [3] - The current holding after the reduction is 4,050,000 shares, representing 4.45% of the total share capital [3] - The original plan allowed for a maximum reduction of 2,800,000 shares, or 4% of the total share capital, indicating that the actual reduction was slightly below the planned maximum [3]

证券代码：688386 证券简称：泛亚微透 公告编号：2025-042 江苏泛亚微透科技股份有限公司 股东提前终止减持计划暨减持股份结果公告 本公司董事会、全体董事及相关股东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： 股东持有的基本情况 在本次减持计划实施前，股东常州赛富高新创业投资中心（有限合伙）（以 下简称"赛富创投"）持有江苏泛亚微透科技股份有限公司（以下简称"公司" 或"泛亚微透"）股份 5,850,363 股,占公司总股本的 8.36%,该股份为公司首次 公开发行前取得的股份，并已于 2021 年 10 月 18 日起上市流通。 注：其他方式取得的股份 1,755,109 股系公司实施资本公积金转增股本赛富创 投取得的股份。 上述减持主体无一致行动人。 二、减持计划的实施结果 （一）股东因以下事项披露减持计划实施结果： 2 一、减持主体减持前基本情况 股东名称 常州赛富高新创业投资中心（有限合伙） 股东身份 控股股东、实控人及一致行动人 □是 √否 直接持股 5%以上股东 √是 □否 董事、监事和高级管理人员 □ ...

Group 1 - The legal opinion letter was issued by Guangdong Xinda Law Firm regarding the 2025 first extraordinary general meeting of Jiangsu Panyan Micro透科技股份有限公司 [1][2] - The meeting was held on June 30, 2025, at 14:30 in Changzhou, Jiangsu Province, and included both on-site and remote video participation [3][4] - The total number of voting shares present at the meeting was 37,276,769, accounting for 40.9634% of the total voting shares [3][4] Group 2 - A total of 42 shareholders participated in the online voting, representing 6,244,179 voting shares, which is 6.8617% of the total [3][4] - The voting results showed that 7,804,993 shares were in favor of the resolutions, which accounted for a majority of the valid voting rights at the meeting [5] - The resolutions passed with more than half of the valid voting rights, confirming the legality of the meeting and the voting process [5][6]

证券代码：688386 证券简称：泛亚微透 公告编号：2025-041 江苏泛亚微透科技股份有限公司 2025年第一次临时股东会决议公告 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） 股东会召开的时间：2025 年 6 月 30 日 （二） 股东会召开的地点：常州市武进区礼嘉镇前漕路 8 号公司会议室 （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 | 51 | | --- | --- | | 普通股股东人数 | 51 | | 2、出席会议的股东所持有的表决权数量 | 37,276,769 | | 普通股股东所持有表决权数量 | 37,276,769 | | 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 | 40.9634 | | 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（%） | 40.9634 | （四） 表决方式是 ...

广东信达律师事务所 股东会法律意见书 中国 深圳 福田区益田路 6001 号太平金融大厦 11、12 楼 邮政编码：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 网址(Website)：https://www.sundiallawfirm.com 广东信达律师事务所 关于江苏泛亚微透科技股份有限公司 2025年第一次临时股东会的 法律意见书 信达科会字(2025)第033号 致：江苏泛亚微透科技股份有限公司（下称"贵公司"、"公司"） 广东信达律师事务所接受贵公司的委托，指派刘品律师及万茜律师（下称 "本所律师"）参加了贵公司2025年第一次临时股东会（下称"本次股东会"）， 并进行了必要的验证工作。现根据《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》）《上市公司股东会规 则》（以下简称《股东会规则》）《上海证券交易所上市公 ...

证券代码：688386 证券简称：泛亚微透 公告编号：2025-040 江苏泛亚微透科技股份有限公司 关于持股 5%以上股东权益变动的提示性公告 一、本次权益变动基本情况 公司于 2025 年 6 月 26 日收到持股 5%以上股东南方精工出具的《简式权益 变动报告书》，现将其有关权益变动情况公告如下： 2、本次权益变动情况 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、准确性和完整性承担法律责任。 重要内容提示： 本次权益变动属于股东履行此前披露的减持股份计划，不触及要约收购。 本次权益变动后，江苏南方精工股份有限公司（以下简称"南方精工"） 持有江苏泛亚微透科技股份有限公司（以下简称"公司"或"泛亚微透"）股份 4,550,000 股，占公司总股本的 5.00% 。 本次权益变动不会使公司控股股东及实际控制人发生变化。 1、本次权益变动为南方精工履行此前披露的股份减持计划所致，不触及要 约收购。 2、本次权益变动为持股 5%以上非第一大股东减持，不会导致公司控股股东、 实际控制人发生变化，不会对公司治理结构及持续经营产生重大影响。 3、本次权益变动已 ...