Key Points - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets on July 4, providing insights for investors [2] Group 1: Major Corporate Actions - China Shipbuilding Industry Corporation's absorption and merger with China Shipbuilding Industry Group has been approved by the Shanghai Stock Exchange, pending further regulatory approvals [3] - Aerospace Hongtu's controlling shareholder's action party plans to transfer 5.1% of the company's shares to a private equity fund at a price of 19 yuan per share, totaling 253 million yuan [4] - Guotou Zhonglu plans to acquire 100% of China Electronic Engineering Design Institute through a share issuance, with the transaction price yet to be determined [5] - Haitai Development intends to transfer 100% of its subsidiary's equity for 90.6595 million yuan, aiming to optimize its asset structure [6] - Gensun Bio plans to invest approximately 150 million yuan to build an intelligent production and R&D base, expected to be completed by 2028 [7] - Xinhua Insurance intends to invest 11.25 billion yuan to subscribe to a private equity fund, which has a total size of 22.5 billion yuan [8] - Huaming Equipment has raised its share repurchase fund limit from 200 million yuan to 250 million yuan [9] - Aotewei's controlling shareholders plan to transfer 4.99% of the company's shares through a pricing inquiry [10] - Jianke Institute plans to publicly transfer 40% of its stake in Hubei Jiansheng Engineering Technology Consulting Co., Ltd. [11] - Aerospace Electronics plans to increase capital in its subsidiary to enhance its capabilities in unmanned systems [12] Group 2: Financial Performance - Jin Xin Nong reported a 1.23% year-on-year decline in pig sales revenue for the first half of 2025, totaling 763 million yuan [14] - Tianbang Food's June pig sales revenue decreased by 4.01% month-on-month, with a total of 4.143 billion yuan for the first half of 2025 [15] - GAC Group's June automobile sales fell by 8.22% year-on-year, with a total of 755,300 vehicles sold in the first half of 2025, down 12.48% [16] - Pulite expects a net profit increase of 38.88% to 66.65% for the first half of 2025, driven by growth in modified materials and new energy businesses [18] - Zhuye Group anticipates a net profit increase of 50.97% to 75.23% for the first half of 2025, benefiting from rising precious metal prices [19] - Xindong Lian Ke expects a net profit increase of 144.46% to 199.37% for the first half of 2025, supported by sufficient orders and revenue growth [20] - Zhongce Rubber forecasts a net profit decrease of 6.3% to 11.81% for the first half of 2025, due to a one-time gain in the previous year [21] - *ST Sihua expects a net loss of 11 million to 17 million yuan for the first half of 2025, despite significant sales order growth [22] - Sankeshu anticipates a net profit increase of 80.94% to 119.04% for the first half of 2025, driven by growth in retail business and improved gross margins [23] Group 3: Major Contracts and Shareholding Changes - Hongsheng Huayuan's subsidiary is expected to win a bid for a project worth approximately 1.127 billion yuan from the Southern Power Grid [25] - Times New Materials signed contracts worth approximately 2.711 billion yuan for wind turbine blade sales in the second quarter of 2025 [26] - Guojian Group's controlling shareholder reduced its holdings of convertible bonds by 900,000 units, accounting for 11.25% of the total issuance [27] - Yue Wanniang's controlling shareholder plans to reduce its stake by up to 6% through various trading methods [28] - Maipu Medical's shareholder plans to reduce its stake by up to 665,100 shares, representing 0.9999% of the total shares [29] - Jiulian Technology's directors and senior management plan to reduce their holdings by up to 2.61% of the total shares [30] - *ST Huawang's shareholder plans to reduce its stake by up to 1.76% through trading methods [32]

Financial Performance - Whirlpool expects a net profit of approximately 205 million yuan for the first half of 2025, an increase of about 174 million yuan or approximately 559% year-on-year [2] - Chipmotion Technology anticipates a net profit between 138 million to 169 million yuan for the first half of 2025, representing a year-on-year growth of approximately 144.46% to 199.37% [2] Mergers and Acquisitions - China Shipbuilding's absorption merger with China Shipbuilding Industry Corporation has been approved by the Shanghai Stock Exchange, pending further regulatory approvals [3] - Guotou Zhonglu plans to acquire 100% of China Electronic Engineering Design Institute through a share issuance, which constitutes a major asset restructuring [4] Shareholder Actions - Aotewei's actual controllers plan to transfer 4.99% of the company's shares, totaling 15.75 million shares, due to personal funding needs [5] - Yaguang Technology's chairman has been placed under detention, but the company's operations remain normal [5] Industry Developments - Ningbo Port expects a 9.8% year-on-year increase in container throughput for the first half of 2025 [8] - Three Trees anticipates a net profit growth of 80.94% to 119.04% for the first half of 2025 [8] - Zhuhai Group expects a net profit increase of 50.97% to 75.23% for the first half of 2025 [8] Project Wins - Sanxing Medical's subsidiary has pre-qualified for a 306 million yuan project with Southern Power Grid [8] - Hopu Co., Ltd. has jointly won a 449 million yuan shared energy storage demonstration project [8] - Hongsheng Huayuan's subsidiary has pre-qualified for an 1.127 billion yuan project with Southern Power Grid [8]

Corporate Announcements - Aerospace Hongtu's controlling shareholder plans to transfer 5.1% of the company's shares, totaling 13.33 million shares at a price of 19 yuan per share, amounting to 253 million yuan [3] - Haitai Development intends to transfer 100% equity of its subsidiary for 90.66 million yuan, which is part of its strategic transformation to optimize asset structure [4] - G-Biosciences plans to invest approximately 150 million yuan to build an intelligent production and R&D base, expected to be completed by 2028 [5] - New China Life Insurance intends to invest 11.25 billion yuan to subscribe to a private fund, which has a total scale of 22.5 billion yuan [6] - Huaming Equipment has increased its share repurchase fund limit from 200 million yuan to 250 million yuan [7] Performance Updates - Jinxinnong reported a 1.23% year-on-year decline in pig sales revenue for the first half of 2025, totaling 763 million yuan [9] - Tianbang Foods reported a 4.01% month-on-month decline in June sales revenue for commodity pigs, totaling 675 million yuan [10] - GAC Group's June automobile sales were 150,100 units, a year-on-year decrease of 8.22% [11] - Pulit expects a net profit of 200 million to 240 million yuan for the first half of 2025, a year-on-year increase of 38.88% to 66.65% [12] - Zhuyue Group anticipates a net profit of 560 million to 650 million yuan for the first half of 2025, a year-on-year increase of 50.97% to 75.23% [14] - Xindong Lianke expects a net profit of 138 million to 169 million yuan for the first half of 2025, a year-on-year increase of 144.46% to 199.37% [15] - Zhongce Rubber expects a net profit of 2.24 billion to 2.38 billion yuan for the first half of 2025, a year-on-year decrease of 6.3% to 11.81% [16] - ST Sitong anticipates a net loss of 11 million to 17 million yuan for the first half of 2025, compared to a loss of 9.08 million yuan in the same period last year [17] Major Contracts - Hongsheng Huayuan's subsidiary is expected to win a bid for a Southern Power Grid project worth approximately 1.127 billion yuan, accounting for 11.12% of the company's 2024 revenue [19] - Times New Materials signed contracts worth approximately 2.711 billion yuan for wind turbine blade sales in the second quarter of 2025 [20] Shareholding Changes - Guojian Group's controlling shareholder reduced its holdings of convertible bonds by 900,000 units, accounting for 11.25% of the total issuance [22]

重要内容提示： 安徽芯动联科微系统股份有限公司（简称"公司"）凭借产品性能领先、 自主研发等优势，报告期内公司产品的应用领域不断增加，市场渗透率提升，下 游客户订单充足并按计划交付，使公司销售收入放量增长。 经财务部门初步测算，公司预计 2025 年上半年实现营业收入在 22,800.00 万元至 27,800.00 万元之间，较上年同期增长约 66.04%至 102.45%， 实现归属于上市公司股东的净利润在 13,800.00 万元至 16,900.00 万元之间，较 上年同期增长约 144.46%至 199.37%，实现归属于上市公司股东的扣除非经常性 损益的净利润在 12,500.00 万元至 16,900.00 万元之间，同比增长 163.23%至 255.89%。 证券代码：688582 证券简称：芯动联科 公告编号：2025-024 安徽芯动联科微系统股份有限公司 关于 2025 年半年度业绩预增的自愿性披露公告 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。 （二）业绩预告情况 经财务部门初步测算，公司预计 ...

关于独立董事辞职的公告 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。 证券代码：688582 证券简称：芯动联科 公告编号：2025-023 安徽芯动联科微系统股份有限公司 截至本公告披露日，李尧琦先生未直接或间接持有公司股份，亦不存在应当 履行而未履行的承诺事项。公司董事会对李尧琦先生在担任前述职务期间为公司 及董事会工作所做出的贡献表示衷心感谢。 特此公告。 安徽芯动联科微系统股份有限公司董事会 2025 年 7 月 1 日 安徽芯动联科微系统股份有限公司（以下简称"公司"）董事会近日收到独 立董事李尧琦先生递交的书面辞职报告。因其任职单位工作内容变化，根据任职 单位合规政策要求，李尧琦先生向董事会提出辞去公司第二届董事会独立董事职 务，同时一并辞去薪酬与考核委员会主任委员、审计委员会委员、提名委员会委 员职务。辞职后，李尧琦先生将不再担任公司任何职务。 李尧琦先生确认与公司董事会、监事会以及管理层均未出现任何意见分歧， 亦不存在任何有关辞任的其他事宜须提请公司股东和债权人注意。 鉴于李尧琦先生辞职将导致公司独立董事人 ...

Core Viewpoint - On June 30, a total of 31 listed companies had their restricted shares unlocked, with a total market value of approximately 31.50 billion yuan [1]. Group 1: Unlocking Details - The specific details of the restricted share unlocks include: - Meili Ecology (000010): 239 million shares from A-share issuance to original shareholders - Xingrong Environment (000598): 4.926 million shares from equity incentive lock-up - Yueyang Xinchang (000819): 526,800 shares from equity incentive lock-up - Gaohong Co., Ltd. (000851): 4.944 million shares from equity incentive lock-up - Zhongyan Chemical (600328): 470,460 shares from equity incentive lock-up - Yangnong Chemical (600486): 115,480 shares from equity incentive lock-up - Kangyuan Pharmaceutical (600557): 2.6093 million shares from equity incentive lock-up - Keda Technology (002518): 1.3953 million shares from equity incentive lock-up - Longci Technology (300835): 562,700 shares from equity incentive lock-up - Weiming Environmental Protection (603568): 3.129 million shares from equity incentive lock-up - Dongrui Co., Ltd. (001201): 486,400 shares from A-share issuance to original shareholders - Sanwei Co., Ltd. (603033): 1.183 million shares from equity incentive lock-up - Naer Co., Ltd. (002825): 140,000 shares from equity incentive lock-up - Jinyinhe (300619): 1.6248 million shares from A-share issuance to legal persons - Tianyuan Environmental Protection (301127): 14.6 million shares with extended lock-up period - Youningwei (301166): 40.6188 million shares with extended lock-up period - Xutian Salt Industry (600929): 3.033 million shares from equity incentive lock-up - Keli Sensor (603662): 722,800 shares from equity incentive lock-up - Gongniu Group (603195): 641,200 shares from equity incentive lock-up - Fuyuan Pharmaceutical (601089): 27.5 million shares from pre-issue lock-up - Xinbang Intelligent (301112): 7.4097 million shares from pre-issue lock-up - Shanghai Port Bay (605598): 29,400 shares from equity incentive lock-up - Dingjide (603255): 507,500 shares from equity incentive lock-up - United Precision (001268): 6.154 million shares from pre-issue lock-up - Pinggao Co., Ltd. (688227): 48.9585 million shares - Chunli Medical (688236): 20.9 million shares - Zhongwulian (688297): 40.3 million shares - Lais Information (688631): 163,480 shares - Shichuang Energy (688429): 200,000 shares - Xindong Link (688582): 220,840 shares - Aike Saibo (688719): 100,000 shares [2].

证券代码：688582 证券简称：芯动联科 公告编号：2025-022 安徽芯动联科微系统股份有限公司 首次公开发行部分限售股上市流通公告 本次股票上市流通总数为2,208,400股。 本次股票上市流通日期为2025 年 6 月 30 日。 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： 本次股票上市类型为首发战略配售股份（限售期 24 个月）；股票认购方 式为网下，上市股数为2,208,400股。本公司确认，上市流通数量等于该限售期的 全部战略配售股份数量。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会出具的《关于同意安徽芯动联科微系统股份有 限公司首次公开发行股票注册的批复》（证监许可[2023]1012 号），并经上海证券 交易所同意，安徽芯动联科微系统股份有限公司（以下简称"公司"或"芯动联 科"）首次公开发行人民币普通股（A 股）5,521 万股，并于 2023 年 6 月 30 日在 上海证券交易所挂牌上市。公司首次公开发行完成后，总股本为 40,001 万股，其 中有限售条件流通股 ...

中信建投证券股份有限公司 关于安徽芯动联科微系统股份有限公司 首次公开发行部分限售股上市流通的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐机构"） 作为安徽芯动联科微系统股份有限公司（以下简称"公司"或"芯动联科"）首 次公开发行股票并在科创板上市的保荐机构，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》《上海证券交易所上市公司自律监 管指引第 11 号——持续督导》等有关法律法规和规范性文件的要求，对芯动联 科首次公开发行部分限售股上市流通的事项进行了核查，具体情况如下： 一、本次上市流通股的限售股类型 根据中国证券监督管理委员会于 2023 年 5 月 9 日作出的《关于同意安徽芯 动联科微系统股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕 1012 号），芯动联科获准首次向社会公开发行人民币普通股（A 股）5,521.00 万 股，并于 2023 年 6 月 30 日在上海证券交易所科创板上市，发行完成后公司总股 本为 40,001.00 万股，其中有限售条件流通股 35,393.7615 万股，占公司总股本的 88.48%，无限售条件 ...

Investment Rating - The report does not provide a specific investment rating for XDLK (688582.SS) as it is categorized as "Not Covered" [1]. Core Insights - XDLK has experienced significant revenue growth of 292% year-over-year in Q1 2025, attributed to new MEMS gyroscope orders, with management expressing optimism about future visibility due to increasing client adoption [1][8]. - The company is expanding its MEMS accelerometer product from single chip single axis to dual/triple axis configurations to enhance product integrity and meet client demands [1][8]. - XDLK is targeting new markets such as autonomous driving, eVTOL, and robotics, in addition to its existing industrial and energy sectors [4]. Summary by Sections Company Profile - XDLK is a local supplier of MEMS IMU, offering products that include a MEMS chipset and an ASIC chipset for high-accuracy navigation, monitoring, and stabilization at relatively low costs [3]. Client Penetration and Product Upgrade - The company has secured new MEMS gyroscope orders valued at RMB 270 million, indicating a growing adoption of its products by clients [5]. - XDLK's Q1 2025 revenue reached RMB 87 million, with net income turning positive, driven by new orders and a positive outlook on order visibility [8]. Technology Advantages - XDLK's MEMS IMU products face high barriers to entry, with a client partnership development cycle of 6-12 months, emphasizing the importance of high accuracy, integrity, small size, adaptability, and low cost in client decision-making [9].

证券代码：688582 证券简称：芯动联科 公告编号：2025-021 安徽芯动联科微系统股份有限公司 股东询价转让结果报告书暨持股 5%以上股东 权益变动触及 1%的提示性公告 股东北方电子研究院有限公司保证向安徽芯动联科微系统股份有限公司提供的 信息内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确性 和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示: 一、 转让方情况 (一)转让方基本情况 截至 2025 年 6 月 6 日，转让方所持公司股份的数量及占公司总股本的比例情 况如下： | 序号 | 股东名称 | 持股数量（股） | 持股占总股本比例 | | --- | --- | --- | --- | | 1 | 北方电子研究院有限公司 | 19,993,000 | 4.99% | 本次询价转让的价格为56.40元/股，转让的股票数量为8,014,313股。 安徽芯动联科微系统股份有限公司（以下简称"公司"）控股股东、实际 控制人、董事、监事及高级管理人员不参与本次询价转让。 本次权益变动属于减持及被动稀释，不触及要约收购。本次 ...