Mergers and Acquisitions - Jingjiawei plans to invest 220 million yuan to acquire a controlling stake in Chengheng Microelectronics, entering the edge AI chip sector [1] - Aerospace Changfeng intends to publicly transfer 55.45% of its stake in Aerospace Parker, with an assessed value of 201 million yuan [2] - Kangping Technology has signed an agreement to acquire a controlling stake in Suzhou Lingchen, focusing on core components in intelligent equipment [3] Financial Performance - Zhifei Biological reported a net loss of approximately 600 million yuan in the first half of 2025, with revenue declining by 73.06% to 4.919 billion yuan [4] - AVIC Shenyang Aircraft Company expects a 30% decrease in net profit for the first half of 2025, with revenue around 14.628 billion yuan, down 32.35% [5] - Jingjiawei announced a net loss of 87.61 million yuan in the first half of 2025, with revenue falling by 44.78% to 193 million yuan [6] - Jiao Cheng Ultrasonic reported a 1005% increase in net profit for the first half of 2025, reaching 58.04 million yuan, with revenue up 32.50% to 323 million yuan [7] Shareholding Changes - Myp Medical announced that Guoshou Chengda has reduced its stake in the company by nearly 3%, totaling 199,560 shares [8] - Xishanghai disclosed that shareholder Huijia Chuangtou plans to reduce its stake by up to 1%, not exceeding 134,550 shares [9][10] Investment Agreements - Longsheng Technology's subsidiary plans to invest approximately 200 million yuan to establish a lightweight component production base for new energy vehicles in Chongqing [11]

Financial Performance - Huafeng Aluminum reported a net profit of 570 million yuan for the first half of 2025, a year-on-year increase of 2.15% [1] - Antong Holdings achieved a net profit of 512 million yuan, marking a significant year-on-year growth of 231.49% [11] - Chipone Technology's net profit for the first half of 2025 was 154 million yuan, reflecting a year-on-year increase of 173.37% [2] - Rockchip reported a net profit of 531 million yuan, with a remarkable year-on-year growth of 190.61% [3] - Aiyingshi's net profit reached 46.73 million yuan, up 10.17% year-on-year [4] - Andeli's net profit was 201 million yuan, showing a year-on-year increase of 50.26% [5] - Jiao Cheng Ultrasonic reported a net profit of 58.04 million yuan, with a staggering year-on-year growth of 1005.12% [6] - Hongsoft Technology's net profit was 88.54 million yuan, reflecting a year-on-year increase of 44.06% [7] - Shengjing Micro reported a net profit of 14.38 million yuan, up 57.66% year-on-year [10] - Guosheng Financial Holdings achieved a net profit of 209 million yuan, a year-on-year increase of 369.91% [14] - Youfa Group's net profit was 287 million yuan, marking a year-on-year growth of 160.36% [12] - Kid King reported a net profit of 143 million yuan, reflecting a year-on-year increase of 79.42% [18] Corporate Actions - Cailian Technology's subsidiary plans to invest 8.388 million USD in an LED project in Malaysia [13] - Jiuwu High-Tech plans to issue convertible bonds to raise no more than 504 million yuan [19][20] - Aiyingshi proposed a cash dividend of 1.3 yuan per 10 shares [4] - Chipone Technology plans to distribute a cash dividend of 1.56 yuan per 10 shares [2] - Hongsoft Technology announced a cash dividend of 2.2 yuan per 10 shares [7] - Andeli proposed a cash dividend of 0.58 yuan per share [5] - Jiao Cheng Ultrasonic plans to distribute a cash dividend of 0.52 yuan per share [6] - Shengjing Micro announced a cash dividend of 0.14 yuan per share [10] - Kid King proposed a cash dividend of 0.2 yuan per 10 shares [18] - Aiyingshi's basic earnings per share were reported at 0.3374 yuan [4] - Chipone Technology's basic earnings per share were reported at 0.39 yuan [2] - Rockchip's basic earnings per share were reported at 1.27 yuan [3] - Jiao Cheng Ultrasonic's basic earnings per share were reported at 0.52 yuan [6] - Hongsoft Technology's basic earnings per share were reported at 0.22 yuan [7] - Guosheng Financial Holdings' basic earnings per share were reported at 0.11 yuan [14] - Youfa Group's basic earnings per share were reported at 0.21 yuan [12] - Kid King's basic earnings per share were reported at 0.1144 yuan [18] Market Updates - Tongzhou Electronics clarified that rumors regarding its entry into the supply chains of companies like Nvidia and Meta are untrue [15] - *ST Huamei announced the completion of its fund occupation rectification and applied to revoke certain risk warnings [8][9]

（文章来源：证券日报） 证券日报网讯 8月18日晚间，骄成超声发布公告称，公司计划于2025年8月28日（星期四）10：00-11： 00举行2025半年度业绩说明会。 ...

证券日报网讯 8月18日晚间，骄成超声发布2025年半年度报告摘要称，2025年半年度公司实现营业收入 为322，793，287.98元，同比增长32.50%；实现归属于上市公司股东的净利润为58，036，875.83元， 同比增长1005.12%。 （编辑 任世碧） ...

（文章来源：证券日报） 证券日报网讯 8月18日晚间，骄成超声发布公告称，公司于2025年8月18日召开第二届董事会第十次会 议，审议通过了《关于调整公司第二届董事会战略委员会委员的议案》。为完善公司治理结构，保障董 事会战略委员会的规范运作，根据《公司章程》等相关规定，并结合公司实际情况，公司董事会调整了 第二届董事会战略委员会委员，选举公司职工代表董事段忠福先生担任战略委员会委员，与周宏建先生 （主任委员）、隋宏艳女士共同组成公司第二届董事会战略委员会，调整后的董事会战略委员会委员任 期自本次董事会审议通过之日起至第二届董事会任期届满之日止。 ...

证券日报网讯 8月18日晚间，骄成超声发布公告称，公司于2025年8月18日召开第二届董事会第十次会 议，审议通过了《关于增加使用部分暂时闲置募集资金进行现金管理的议案》，同意公司（含子公司） 在确保不影响募集资金投资项目进展、确保募集资金安全及不影响公司日常经营业务开展的情况下，增 加使用不超过人民币40，000万元（含）的暂时闲置募集资金进行现金管理，额度由原来使用不超过人 民币60，000万元增加至人民币100，000万元（含），用于购买安全性高、流动性好的投资产品（包括 但不限于结构性存款、通知存款、定期存款、大额存单、协定存款等），使用期限为自第二届董事会第 七次会议审议通过之日起不超过12个月。 （文章来源：证券日报） ...

在线束连接器领域，骄成超声推出的线束端子焊接质量振动在线监控系统，能精准捕捉因设备故障或材 料异常等因素导致的焊接异常现象，弥补了传统焊接参数质量管理的不足。"应用于连接器的大功率超 声波扭矩焊接机打破国外垄断并获得客户正式订单。"骄成超声在半年报中表示。 骄成超声(688392)8月18日晚间披露2025年半年报，公司上半年实现营业收入3.23亿元，同比增长 32.50%。对此，骄成超声称，主要系新能源电池超声波设备、线束连接器超声波设备以及配件销售收 入增加所致。 据骄成超声半年报，本报告期，公司实现利润总额6070.81万元，归母净利润5803.69万元，同比增长 1005.12%，主要系主营业务收入增加且毛利率水平较高的产品收入占比持续提升，以及公司加强经营 管理，不断提高运营管理效率，毛利率和整体盈利能力进一步提升所致。 资料显示，骄成超声是专业提供超声波技术及应用解决方案的供应商，主要从事超声波焊接、裁切及检 测设备和配件的研发、设计、生产与销售，并为客户提供配套自动化解决方案。公司产品主要应用于新 能源、半导体等领域，包括新能源电池超声波焊接设备、线束连接器超声波焊接设备等。 在新能源电池领域， ...

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 323 million yuan, a year-on-year growth of 32.50%, and net profit of 58.04 million yuan, a remarkable increase of 1005.12% [2] Group 1: Business Performance - The company continues to excel in the ultrasonic technology sector, achieving rapid growth in various fields such as new energy batteries, semiconductors, and connector harnesses [2][3] - In the new energy battery sector, the company maintains a leading position with products like ultrasonic welding vibration monitoring systems and laser welding quality monitoring systems achieving bulk shipments [3] - The company has expanded its market share in the connector harness sector by collaborating with well-known clients in the electric vehicle and energy storage markets [3] Group 2: Technological Advancements - The company has made significant breakthroughs in the semiconductor field, successfully replacing imported equipment with its own ultrasonic scanning microscope for defect detection [4] - The company is focusing on advanced packaging technologies, with successful deliveries of ultrasonic scanning microscopes and orders for ultrasonic die bonders [4] - The company has introduced various ultrasonic welding and detection equipment for non-metal applications, catering to customer needs in composite materials and high-end plastics [4] Group 3: Research and Development - The company invested 75.58 million yuan in R&D in the first half of 2025, accounting for 23.41% of its revenue, and has a total of 336 authorized patents [5] - The R&D team has grown to 318 members, representing 37.54% of total employees, providing strong technical support for business expansion [5] Group 4: Financial Performance - The company's gross profit margin improved to 65.25%, an increase of 15.40 percentage points year-on-year, attributed to product structure optimization and cost control [6] - The company completed a cash dividend of 39.49 million yuan for the 2024 fiscal year and has established a shareholder return plan for the next three years [6]

一、复牌 1、中国船舶：已刊登异议股东收购请求权申报结果，股票复牌。 二、并购、定增 1、爱柯迪：拟发行股份及支付现金购买卓尔博71%股权。 2、引力传媒：拟定增募资不超过4.7亿元，用于全球社交营销云项目、内容创意云项目、补充流动资 金。 三、回购 1、山东玻纤：将股份回购价格上限由5.41元/股调整为10.22元/股。 2、二连板新天药业：正在筹划对参股公司汇伦医药追加股权投资。 3、特变电工：拟发行可转债募资不超过80亿元，用于准东20亿Nm3/年煤制天然气项目。 4、久吾高科：拟发行可转债募资不超过5.04亿元，用于班戈错盐湖年产2000吨氯化锂中试生产线BOT 项目、特种无机膜组件及装置生产线项目、补充流动资金。 5、蔚蓝锂芯：控股子公司淮安光电在马来西亚进行LED项目建设投资，项目总投资8388万美元，新建 LED CSP项目；项目全部建成达产后，预计将形成700KK芯片点测分选及CSP芯片封装月产能。 2、海正生材：拟将回购股份价格上限由12元/股（含）调整为17元/股（含），并同时对回购实施期限 延长6个月，延长至2026年2月27日止。 四、对外投资 1、景嘉微：拟2.2亿元增资诚恒微成为其 ...

报告期，公司新能源电池超声波设备、线束连接器超声波设备以及配件销售收入增加。 智通财经APP讯，骄成超声(688392.SH)发布2025年半年度报告，该公司营业收入为3.23亿元，同比增长 32.50%。归属于上市公司股东的净利润为5803.69万元，同比增长1005.12%。归属于上市公司股东的扣 除非经常性损益的净利润为4627.22万元。基本每股收益为0.52元。 ...