证券代码：688403 证券简称：汇成股份 公告编号：2025-045 转债代码：118049 转债简称：汇成转债 合肥新汇成微电子股份有限公司 关于"汇成转债"2025 年付息的公告 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： ? 可转债付息债权登记日：2025 年 8 月 6 日（星期三） ? 可转债除息日：2025 年 8 月 7 日（星期四） ? 可转债兑息日：2025 年 8 月 7 日（星期四） 合肥新汇成微电子股份有限公司（以下简称"公司"或"本公司"）于 2024 年 8 月 7 日发行的可转换公司债券将于 2025 年 8 月 7 日开始支付自 2024 年 8 月 7 日至 行可转换公司债券募集说明书》（以下简称"《募集说明书》"）有关规定，现将有关事 项公告如下： 一、可转债基本情况 根据中国证券监督管理委员会出具的《关于同意合肥新汇成微电子股份有限公司 向不特定对象发行可转换公司债券注册的批复》（证监许可〔2024〕883 号），公司获准 于 2024 年 8 月 7 日向不特定 ...

证券代码：688403 证券简称：汇成股份 公告编号：2025-045 转债代码：118049 转债简称：汇成转债 合肥新汇成微电子股份有限公司 关于"汇成转债"2025 年付息的公告 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： 合肥新汇成微电子股份有限公司（以下简称"公司"或"本公司"）于 2024 年 8 月 7 日发行的可转换公司债券将于 2025 年 8 月 7 日开始支付自 2024 年 8 月 7 日至 2025 年 8 月 6 日期间的利息。根据《合肥新汇成微电子股份有限公司向不特定对象发 行可转换公司债券募集说明书》（以下简称"《募集说明书》"）有关规定，现将有关事 项公告如下： 一、可转债基本情况 （一）发行上市概况 根据相关法律法规规定及《募集说明书》的约定，"汇成转债"自 2025 年 2 月 13 日起可转换为公司股份，初始转股价格为 7.70 元/股。 因实施 2024 年年度权益分派，"汇成转债"转股价格由 7.70 元/股调整为 7.61 元/ 股，调整后的转股价格于 20 ...

Core Viewpoint - The launch of the "Yingling Antigravity" brand and its first product, a panoramic drone capable of shooting 8K videos, is expected to disrupt the consumer drone market, offering a new flying experience and addressing unmet consumer needs [4][5][6]. Group 1: Product Features and Innovations - The first panoramic drone from Yingling Antigravity can shoot 8K panoramic videos and weighs less than 249 grams, with its product form set to be revealed in August [4][5]. - The drone is designed for ease of use, featuring simplified and intelligent flight controls, allowing users to enjoy immersive flying experiences [6]. - The product aims to bridge the gap between professional pilots and novice users by reducing the complexity of composition, camera movement, and control [6]. Group 2: Market Context and Competition - The consumer drone market has matured over the past 20 years, with DJI holding a dominant position globally [7]. - The entry of Yingling Antigravity, backed by Yingstone, is seen as a challenge to DJI's leadership in the consumer drone market [7]. - The current action camera market is characterized by a "three-legged" competition among Yingstone, GoPro, and DJI, each focusing on different user experiences and product offerings [10]. Group 3: Strategic Vision and Future Plans - Yingling Antigravity's mission is to create a new category of drones and market, driven by a passion for aerial photography and innovation [5][6]. - The company plans to engage users in product co-creation and explore new possibilities in the drone category [6]. - The founder of Yingstone expressed that the competition with DJI is not a zero-sum game but rather an opportunity to stimulate market vitality and innovation [8][10].

证券日报网讯 7月29日晚间，汇成股份发布公告称，公司于2025年7月29日召开第二届董事会第十二次 会议，审议通过了《关于不提前赎回汇成转债的议案》，董事会决定本次不行使"汇成转债"的提前赎回 权利，不提前赎回"汇成转债"。 （文章来源：证券日报） ...

Group 1 - The company is currently focused on the display driver chip packaging and testing field [1] - The company has not engaged in cooperation with storage chip manufacturers [1] - Major clients of the company include Lianyi, Ruiding, Yili, Jichuang Beifang, Tiande Yu, Xinxiangwei, and Yunyinggu [1]

Core Insights - DJI and Insta360 are entering each other's core business areas, with DJI launching the "Osmo 360" panoramic camera and Insta360 introducing the "Antigravity" consumer drone [1][3][4] - Both companies are recognized leaders in their respective fields, with DJI holding over 70% of the global consumer drone market and Insta360 capturing more than 67% of the panoramic camera market [2][7] Group 1: Product Launches - DJI's "Osmo 360" panoramic camera is set to be released on July 31, featuring 8K video capabilities and a battery life of up to 180 minutes [3][4] - Insta360 plans to launch the world's first panoramic drone, "Antigravity," which will also focus on safety compliance and user-friendly features [5][6] Group 2: Market Dynamics - The global panoramic camera retail market is projected to reach 5.03 billion yuan in 2023, with Insta360 maintaining a 67.2% market share [4] - The consumer drone market is expected to grow at a compound annual growth rate (CAGR) of 21.25% by 2030, with DJI dominating the market [6][7] Group 3: Strategic Implications - The competition between DJI and Insta360 is expected to drive technological advancements and create new opportunities in the supply chain, particularly in high-quality components [12][13] - Both companies are leveraging their existing technological capabilities to expand into adjacent markets, thereby building a more comprehensive "imaging ecosystem" [6][10]

证券代码：688403 证券简称：汇成股份 公告编号：2025-044 转债代码：118049 转债简称：汇成转债 合肥新汇成微电子股份有限公司 关于不提前赎回"汇成转债"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。 一、可转债的基本情况 （一）可转债的发行情况 根据中国证券监督管理委员会出具的《关于同意合肥新汇成微电子股份有限公司 向不特定对象发行可转换公司债券注册的批复》（证监许可〔2024〕883 号），公司获准 于 2024 年 8 月 7 日向不特定对象发行 11,487,000 张可转换公司债券，每张面值为人民 币 100.00 元，按面值发行，发行总额 114,870.00 万元。本次发行的可转换公司债券的 期限为自发行之日起六年，即自 2024 年 8 月 7 日起，至 2030 年 8 月 6 日止，票面利率 1 / 4 为第一年 0.20%、第二年 0.40%、第三年 0.60%、第四年 1.50%、第五年 1.80%、第六 年 2.00%。 （二）可转债的上市情况 重要内容提示： 合肥新汇成 ...

国泰海通证券股份有限公司 关于合肥新汇成微电子股份有限公司 不提前赎回汇成转债的专项核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 合肥新汇成微电子股份有限公司（以下简称"汇成股份"或"公司"）首次公开 发行股票并上市及向不特定对象发行可转换公司债券的持续督导保荐机构，根据 《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》《可 转换公司债券管理办法》和《上海证券交易所上市公司自律监管指引第 12 号— —可转换公司债券》等有关规定，对公司不提前赎回汇成转债的事项进行了核查， 核查情况及核查意见如下： 一、可转换公司债券的基本情况 （一）可转换公司债券的发行情况 根据中国证券监督管理委员会出具的《关于同意合肥新汇成微电子股份有限 公司向不特定对象发行可转换公司债券注册的批复》（证监许可〔2024〕883 号）， 公司获准于 2024 年 8 月 7 日向不特定对象发行 11,487,000 张可转换公司债券， 每张面值为人民币 100.00 元，按面值发行，发行总额 114,870.00 万元。本次发 行的可转换公司债券的期限为自发行之日起六年，即自 2024 ...

Group 1 - The core viewpoint of the news is the launch of the consumer drone brand "影翎Antigravity," which aims to introduce the world's first panoramic drone capable of shooting 8K panoramic videos, weighing less than 249g, with a product reveal scheduled for August [1] - The team behind 影翎Antigravity consists of core members from leading imaging and technology companies, indicating a strong foundation of industry experience [1] - The consumer drone market has matured over the past 20 years, with DJI currently holding a dominant position globally, but the new brand aims to challenge this status quo [1] Group 2 - Liu Jingkang, founder and chairman of Insta360, expressed that the motivation for entering the drone market stems from the company's mission, unmet customer demands, and the potential for business growth [2] - Liu compared DJI's leading position in the drone sector to a top marathon runner, acknowledging DJI's strength and decision-making based on fundamental principles [3] - The current market landscape features a competitive triad of影石, GoPro, and DJI, each focusing on different aspects of imaging technology, with increasing overlap in product forms and user demographics [3] Group 3 - DJI's first panoramic camera is set to be announced on July 31, indicating a response to the competitive landscape [4] - Liu Jingkang emphasized that competition with DJI is not a zero-sum game but rather a catalyst for market vitality, suggesting opportunities for innovation and differentiation in user experience and content ecosystems [4]

Core Viewpoint - The announcement details the completion of the first grant of the 2023 Restricted Stock Incentive Plan by Hefei Xinhui Microelectronics Co., Ltd, including the stock listing and allocation details for the incentive shares [2][10]. Group 1: Incentive Plan Overview - The stock listing type is for equity incentive shares, with a total of 2,234,000 shares to be listed on July 30, 2025 [2]. - The first vesting date for the incentive shares is set for July 23, 2025 [2][10]. - The incentive plan was approved by the board on May 29, 2023, and the independent directors expressed their agreement [3][4]. Group 2: Decision-Making Process - The plan underwent a series of approvals, including verification by the supervisory board and public disclosure on the Shanghai Stock Exchange [3][4][5]. - The company conducted a self-examination regarding insider trading prior to the announcement of the incentive plan, finding no violations [5]. Group 3: Allocation Details - The allocation includes 64 recipients, with a total of 2,234,000 shares being vested [8][9]. - The allocation for senior management and core technical personnel includes specific numbers of shares for individuals, with percentages of shares vested [7][8]. Group 4: Impact on Share Capital - Following the vesting, the total share capital will increase from 837,984,074 shares to 840,218,074 shares [8][9]. - The shareholding ratio of the controlling shareholder and their concerted actors will be diluted from 31.0094% to 30.9933% due to the increase in total shares [9]. Group 5: Financial Impact - The completion of the stock vesting will dilute the earnings per share based on the first quarter report of 2025, which showed a net profit of approximately 40.59 million yuan [10].