Suspension of Trading - Sunflower plans to acquire 100% equity of high-end semiconductor materials company Xipu Materials, leading to stock resumption [1] - Galaxy Magnetics continues to suspend trading while planning to issue shares and pay cash for control of Sichuan Jingtong Longtai Technology [1][2] - West Materials' subsidiary Filter is planning a major asset restructuring, resulting in stock suspension [2] - Guanzhong Ecology is planning a change of control, leading to stock suspension [2] Restructuring and Mergers - Jintou Chengkai is adjusting its major asset restructuring plan to a "major asset sale plan" [3] - Jindi Co. plans to acquire Guangzhou Youni Precision, which will result in Jindi holding a controlling stake in Youni Precision [3] Share Buybacks and Equity Transfers - Shunhao Co. intends to repurchase company shares worth 100 million to 200 million yuan [4] - Wuzhou Transportation's controlling shareholder has received a loan commitment letter from CITIC Bank for no more than 153 million yuan to increase shareholding [5] - Fusi Technology's preliminary pricing for share transfer is set at 72.08 yuan per share [6] - Qixin Group's controlling shareholder is transferring 36.07 million shares, with Cai Xiaoling becoming the major shareholder [7] External Investments and Daily Operations - Watson Bio's clinical trial application for a freeze-dried shingles virus mRNA vaccine has been accepted [8] - SF Holding's total revenue from express logistics business in August reached 24.787 billion yuan, a year-on-year increase of 7.86% [8] - Xingrui Technology signed a strategic cooperation framework agreement with Green Cloud Map for liquid cooling server product production and technology development [8] - Guangmai Technology's subsidiary signed a strategic cooperation framework agreement for building a domestic ten-thousand-card computing power cluster, with total investment not less than 300 million yuan [8] - Jiayuan Technology is investing 500 million yuan in Wuhan Endatong Technology, acquiring a 13.59% stake to expand its optical module business [8] - Nankuang Group's overseas subsidiary signed a cooperation agreement for the Brownhill gold mine project, which has entered a substantive cooperation phase [8] - Ruina Intelligent's subsidiary signed a 225 million yuan contract for the renovation of heating aging pipelines and facilities [8] - Shenghe Resources' acquisition of Peak Rare Earths Limited shares has been approved by the Australian court [8] - Baoli International plans to invest in 1% to 3% equity of semiconductor testing equipment company Hongtai Technology [8] - Hudian Co. is planning to issue H shares and list on the main board of the Hong Kong Stock Exchange [8] - New Xiangwei's wholly-owned subsidiary Shanghai New Xiang Technology plans to increase capital by 100 million yuan (tentative) to Beijing Electronic Digital Technology [8]

Group 1 - The company has approved an external investment of 500 million RMB in En Datong, consisting of 150 million RMB for equity transfer and 350 million RMB for capital increase [2][3] - The company has signed the "Capital Increase and Equity Transfer Contract" with relevant parties and has made the first payment of 45 million RMB for the transfer and 150 million RMB for the capital increase [3] - The target company's financial data as of December 31, 2024, shows total equity of 217.77 million RMB, with a valuation of 3.42 billion RMB based on the income approach [5][6] Group 2 - The pre-investment valuation of the target company is set at 3.33 billion RMB, with the company acquiring 4.5045% of the equity for 15 million RMB and subsequently increasing its stake to 13.5870% after the capital increase [7] - The target company has clear ownership with no encumbrances or legal disputes affecting the transfer of ownership [8] - The company will fulfill its information disclosure obligations in accordance with relevant laws and regulations as the investment progresses [8]

| | | 二、 本次对外投资进展情况 转债代码：118000 转债简称：嘉元转债 广东嘉元科技股份有限公司 关于对外投资的进展公告 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： | 投资标的名称 | | | | 武汉恩达通科技有限公司 | | | --- | --- | --- | --- | --- | --- | | 投资金额（万元） | | 50,000.00 | | | | | 投资进展情况 | | | 完成 终止 进展 | | □交易要素变更 | | | | | □募集失败 | | | | | | | □未能完成备案登记 | | | | | | | □提前终止 | | | | | | | □发生重大变更 | | | | | | | 其他：本次公司对外投资的武汉恩达通科技有限公司（以下 | | | | | | | 简称"恩达通"、"目标公司"）所处行业为光模块行业， | | | | 特 别 风 险 | 提 | 示 | 属于公司拓展的新业务，本次投资完成后，目标公司不会纳 | | | | ...

Group 1 - The core point of the article highlights the performance of the Kexin Enhanced ETF (588520), which opened down 0.70% at 1.285 yuan on September 18 [1] - The major holdings of the Kexin Enhanced ETF include companies like SMIC, which rose by 2.21%, and Cambrian, which increased by 4.58%, while other stocks like Jianyuan Technology and Zhuhai Guanyu experienced slight declines [1] - The Kexin Enhanced ETF's performance benchmark is the Shanghai Stock Exchange Science and Technology Innovation Board Composite Price Index, managed by Yongying Fund Management Co., Ltd. Since its establishment on June 27, 2025, it has returned 29.54%, with a monthly return of 12.36% [1]

Group 1 - The core viewpoint of the news is that 嘉元科技 (Jia Yuan Technology) has seen a stock price increase of 5.04%, reaching 36.24 CNY per share, with a trading volume of 856 million CNY and a turnover rate of 5.78%, resulting in a total market capitalization of 15.447 billion CNY [1] - 嘉元科技, established on September 29, 2001, and listed on July 22, 2019, specializes in the research, production, and sales of high-performance electrolytic copper foil, with its main business revenue composition being 83.77% from lithium battery copper foil, 12.64% from other revenues, and 3.58% from standard copper foil [1] Group 2 - From the perspective of fund holdings, 国联安基金 (Guolian An Fund) has one fund heavily invested in 嘉元科技, specifically the 国联安中证1000指数增强A (Guolian An CSI 1000 Index Enhanced A), which held 43,900 shares in the second quarter, accounting for 0.69% of the fund's net value, ranking as the seventh largest holding [2] - The 国联安中证1000指数增强A fund, established on December 5, 2022, has a current scale of 106 million CNY, with a year-to-date return of 32.2%, ranking 1455 out of 4222 in its category, and a one-year return of 73.88%, ranking 1175 out of 3804 [2]

Group 1 - The report highlights that Jia Yuan Technology is expected to benefit from the expansion of cloud infrastructure, with continuous improvement in its main business [3][4] - In August, coal supply continued to contract while thermal power demand still grew year-on-year, with a significant increase in coal prices month-on-month [2][6] - The report emphasizes the acceleration of supply-side reforms in the new energy sector as part of the national unified market construction [2][18] Group 2 - Jia Yuan Technology plans to invest 500 million RMB in Wuhan Endatong, acquiring a 13.6% stake, which will allow it to enter the optical module field [4] - The company achieved a copper foil production of approximately 41,400 tons in the first half of 2025, a year-on-year increase of 72.46%, and a sales volume of 40,700 tons, up 63.01% year-on-year [4] - The report forecasts that Jia Yuan Technology will achieve revenues of 10.1 billion, 13 billion, and 15.4 billion RMB for the years 2025, 2026, and 2027, respectively, with corresponding net profits of 100 million, 200 million, and 400 million RMB [5] Group 3 - In August, the production of raw coal decreased by 3.2% year-on-year, with a daily average production of 12.6 million tons, which is a month-on-month increase of 307,000 tons [6][8] - The report indicates that the thermal power generation in August increased by 1.7% year-on-year, although the growth rate slowed compared to July [10][11] - The coal imports in August decreased by 6.77% year-on-year, with a total of 42.73 million tons imported [9][15] Group 4 - The report notes that the overall coal supply continued to contract, while demand from thermal power, metallurgy, and chemical industries showed positive growth [15][16] - The report suggests that the coal price in August increased by 51.37 RMB/ton, reflecting a month-on-month rise of 8.05% [15] - The report emphasizes the importance of maintaining orderly competition in the new energy sector, which is expected to improve the profitability of the industry [19][20]

Core Viewpoint - The company has announced a downward adjustment of the conversion price for its convertible bonds, "Jia Yuan Convertible Bonds," from 41.88 yuan per share to 33.18 yuan per share, effective from September 18, 2025 [4][11][26]. Group 1: Convertible Bond Issuance Overview - The company issued 12.4 million convertible bonds with a total value of 1.24 billion yuan on February 23, 2021, with a maturity period of six years [1][2]. - The initial conversion price was set at 78.99 yuan per share, with several adjustments made since then due to various corporate actions [3][5]. Group 2: Conversion Price Adjustment History - The conversion price was adjusted to 78.74 yuan per share on May 6, 2021, and further adjusted to 78.03 yuan per share on May 6, 2022, due to annual profit distribution [3][5]. - The conversion price was subsequently adjusted to 71.22 yuan per share on October 20, 2022, and then to 50.48 yuan per share on May 26, 2023, following additional corporate actions [5][6]. Group 3: Recent Price Adjustment Details - The conversion price was adjusted downwards to 41.88 yuan per share on July 11, 2024, and was triggered for further adjustment due to stock prices falling below 35.60 yuan per share [6][9][11]. - The final adjustment to 33.18 yuan per share was approved by the board on September 16, 2025, after considering the average stock prices leading up to the decision [10][11][26]. Group 4: Shareholder Meeting and Approval - The fourth extraordinary general meeting of shareholders was held on September 16, 2025, where the proposal to adjust the conversion price was passed with over two-thirds approval [19][25]. - The meeting was conducted in compliance with legal and regulatory requirements, ensuring the validity of the resolutions passed [20][23].

| | | 广东嘉元科技股份有限公司 为进一步加强与投资者的互动交流，广东嘉元科技股份有限公司（以下简称 "公司"）将参加由广东证监局、广东上市公司协会联合举办的"向新提质 价值 领航——2025 年广东辖区投资者集体接待日暨辖区上市公司中报业绩说明会"， 就投资者关心的问题进行交流，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）或关注微信公众号：全景财经，或下载全景路演 APP 参 与本次互动交流，活动时间为 2025 年 9 月 19 日（周五）15:30-17:00。 届时公司高管将在线就公司 2025 年半年度业绩、公司治理、发展战略、经 营状况等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参 与！ 特此公告。 广东嘉元科技股份有限公司董事会 2025 年 9 月 17 日 关于参加广东辖区 2025 年投资者 网上集体接待日活动的公告 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。 ...

| 证券代码：688388 | 证券简称：嘉元科技 | 公告编号：2025-092 | | --- | --- | --- | | 转债代码：118000 | 转债简称：嘉元转债 | | 广东嘉元科技股份有限公司 关于向下修正"嘉元转债"转股价格暨转股停牌的公 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： 证券停复牌情况：适用 1、因公司实施 2020 年度权益分派方案，自 2021 年 5 月 6 日起转股价格调整 为 78.74 元 / 股 ， 具 体 内 容 详 见 公 司 于 2021 年 4 月 27 日 在 上 交 所 网 站 (www.sse.com.cn)披露的《广东嘉元科技股份有限公司关于 2020 年年度权益分派 调整可转债转股价格的公告》（公告编号：2021-046）。 2、因公司实施 2021 年度权益分派方案，自 2022 年 5 月 6 日起转股价格调整 为 78.03 元 / 股 ， 具 体 内 容 详 见 公 司 于 2022 年 4 月 26 日 在 上 交 所 网 ...

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 11F-12F, TAIPING FINANCE TOWER, 6001 YITIAN ROAD, FUTIAN, SHENZHEN, CHINA 电话（Tel.）：（0755）88265288 传真（Fax.）：（0755）88265537 网址（Website）：http://www.sundiallawfirm.com 关于广东嘉元科技股份有限公司 2025 年第四次临时股东会的见证法律意见书 信达科会字(2025)第 043 号 致：广东嘉元科技股份有限公司 广东信达律师事务所（以下简称"本所"或"信达"）受广东嘉元科技股份有限 公司（以下简称"公司"）委托，指派李佳韵律师、达选博律师出席公司召开的 2025 年第四次临时股东会（以下简称"本次股东会"），并进行了必要的验证工 作。 本所及经办律师依据《证券法》《律师事务所从事证券法律业务管理办法》 和《律师事务所证券法律业务执业规则》等规定及本法律意见书出具日以前已经 发生或者存在的事实，严格履行了法定职责，遵循了勤勉尽责和诚实信用原则， 进行了充分的核查验证，保证 ...