登录新浪财经APP 搜索【信披】查看更多考评等级 今日聚焦 1、10天7板长城军工：如股价进一步上涨 公司可能申请停牌核查 长城军工(601606.SH)发布股票交易异常波动暨严重异常波动公告称，截至2025年8月13日收盘，公司股 票连续10个交易日内(2025年7月31日至8月13日)收盘价格涨幅偏离值累计超过100%，根据《上海证券交 易所交易规则》有关规定，属于股票交易严重异常波动情况。公司基本面未发生重大变化，但近期公司 股票价格脱离公司基本面，投资者参与交易可能面临较大风险，如公司股价进一步上涨，公司可能申请 停牌核查。 2、7天4板创新医疗：博灵脑机产品尚未正式上市 仅因与科研机构合作而销售少量产品 创新医疗(002173.SZ)公告称，公司股票于2025年8月11日至13日连续三个交易日内日收盘价格涨幅偏离 值累计超过20%，属于股票交易异常波动情形。公司2021年初参与投资设立了博灵脑机(杭州)科技有限 公司(简称"博灵脑机")，公司持有博灵脑机40%的股权。博灵脑机主要从事脑机接口核心技术研发和相 关产品的设计生产，现阶段的技术产品主要应用于医疗康复领域。截止本公告日，博灵脑机产品尚未正 ...

Core Viewpoint - Zhengfan Technology (688596) has made significant progress in acquiring Hanjing Semiconductor, which is expected to enhance its OPEX business development through the purchase of 62.23% equity for a total of 1.12 billion yuan [2][4]. Group 1: Acquisition Details - The acquisition involves signing a share transfer agreement with five shareholders of Hanjing Semiconductor, with a total transaction amount of 1.12 billion yuan [2]. - Hanjing Semiconductor is a leading domestic supplier of quartz products and the first domestic producer of silicon carbide consumables, supplying major semiconductor equipment manufacturers [2][3]. - The acquisition is projected to create goodwill of approximately 550 million to 700 million yuan on Zhengfan Technology's consolidated balance sheet, primarily related to high-purity quartz materials and silicon carbide ceramic materials [3]. Group 2: Financial Performance - Hanjing Semiconductor's revenue for the first quarter of 2025 is projected to be 88.22 million yuan, with a net profit of 23.20 million yuan, reflecting a year-on-year decline of 9.33% in revenue and 28.76% in net profit for 2024 [3]. - As of the end of the first quarter, Hanjing Semiconductor's total assets amounted to 979 million yuan, with a net asset value of 257 million yuan [3]. Group 3: Strategic Implications - The acquisition aligns with Zhengfan Technology's strategic goals, enhancing its operational capabilities and competitive edge in the semiconductor industry [4]. - Following the acquisition, Hanjing Semiconductor will become a subsidiary of Zhengfan Technology, contributing to the company's overall profitability and stability [4]. - Zhengfan Technology has been actively optimizing its industrial layout, including previous acquisitions to expand its scale [4]. Group 4: Market Position - As of August 13, Zhengfan Technology's stock price was 36.66 yuan per share, with a total market capitalization of 10.7 billion yuan [5].

正帆科技8月13日晚间发布公告称，上海正帆科技股份有限公司于2025年7月9日在上海证券交易所网站 披露了《关于筹划收购股权事项并签署的公告》。公司已与辽宁汉京半导体材料有限公司5名股东签署 了《股份转让协议》，通过股份受让的方式购买汉京半导体约62.23%股权，交易金额合计为人民币约 11.2亿元。本次交易完成后，汉京半导体将成为正帆科技的控股子公司。 根据《上海证券交易所科创板股票上市规则》《公司章程》的规定，本次交易事项不构成关联交易。本 次交易已经公司第四届董事会第十三次会议审议通过，无需提交股东会审议；本次交易不构成《上市公 司重大资产重组管理办法》规定的重大资产重组，无需经过有关部门批准。 （文章来源：每日经济新闻） ...

Core Viewpoint - Several listed companies announced significant developments, including plans for H-share issuance, legal disputes, acquisitions, and financial performance updates [1][2]. Company Announcements - Chip Microelectronics plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [3]. - Liangpinpuzi's controlling shareholder is involved in a lawsuit concerning a shareholding dispute, with an amount of 1.023 billion yuan at stake [4]. - Zhengfan Technology signed an agreement to acquire 62.23% of Hanjing Semiconductor for a total of 1.12 billion yuan, aiming to enhance its OPEX business [5]. - Yitang Co. filed a lawsuit against Applied Materials for allegedly infringing on its core technology secrets, seeking 99.99 million yuan in damages [6]. - ST Jinggu reported a loss of approximately 19 million yuan in inventory due to alleged misconduct by a former controlling shareholder, leading to a police report [7]. Financial Performance - Tencent Holdings reported Q2 revenue of 184.504 billion yuan, a 15% year-on-year increase, with operating profit of 69.248 billion yuan, up 18% [9]. - Hatou Co. achieved a net profit of 380 million yuan in the first half of the year, marking a 233.08% increase year-on-year, with total revenue of 1.475 billion yuan, up 1.12% [10][11]. Shareholding Changes - Anlu Technology announced that several entities, including the National Integrated Circuit Industry Investment Fund, plan to collectively reduce their holdings by up to 3.25% [13].

| 证券代码：688596 | 证券简称：正帆科技 | 公告编号：2025-053 | | --- | --- | --- | | 转债代码：118053 | 转债简称：正帆转债 | | 关于收购辽宁汉京半导体材料有限公司 股权的公告 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、准确性和完整性承担法律责任。 重要内容提示： 上海正帆科技股份有限公司（以下简称"公司"或"正帆科技"）于 2025 年 7 月 9 日在上海证券交易所网站（www.sse.com.cn）披露了《关于筹划收购股权 事项并签署<股权收购意向协议>的公告》（公告编号：2025-050）。公司已与辽 宁汉京半导体材料有限公司（以下简称"汉京半导体"或"标的公司"）5 名股东签 署了《股份转让协议》，通过股份受让的方式购买汉京半导体 62.2318%股权（以 下简称"本次交易"），交易金额合计为人民币 112,017.21 万元。本次交易完成后， 汉京半导体将成为正帆科技的控股子公司。 根据《上海证券交易所科创板股票上市规则》《公司章程》的规定， 本次交易事项不构成关联交易。 ...

Group 1 - The core point of the article is that Zhengfan Technology (688596.SH) has signed a share transfer agreement to acquire a total of 62.2318% equity in Hanjing Semiconductor from five shareholders for a total price of RMB 1,120.1721 million [1] - Following the completion of this transaction, Hanjing Semiconductor will become a subsidiary controlled by Zhengfan Technology [1] - The transaction does not constitute a related party transaction or a major asset restructuring [1]

智通财经APP讯，正帆科技(688596.SH)发布公告，公司已与辽宁汉京半导体材料有限公司(简称"汉京半 导体")5名股东签署了《股份转让协议》，通过股份受让的方式购买汉京半导体62.2318%股权，交易金 额合计为11.2亿元。本次交易完成后，汉京半导体将成为公司的控股子公司。 公司与汉京半导体在产品拓展、技术研发、运营能力等方面有较强的协同效应，本次交易高度契合公司 发展战略，进一步推动公司OPEX业务的发展，交易完成后，汉京半导体将作为公司的控股子公司，纳 入公司合并报表范围，将有利于增强公司盈利能力和综合竞争力，持续推动公司稳健发展。 ...

正帆科技(688596.SH)发布公告，公司已与辽宁汉京半导体材料有限公司(简称"汉京半导体")5名股东签 署了《股份转让协议》，通过股份受让的方式购买汉京半导体62.2318%股权，交易金额合计为11.2亿 元。本次交易完成后，汉京半导体将成为公司的控股子公司。 公司与汉京半导体在产品拓展、技术研发、运营能力等方面有较强的协同效应，本次交易高度契合公司 发展战略，进一步推动公司OPEX业务的发展，交易完成后，汉京半导体将作为公司的控股子公司，纳 入公司合并报表范围，将有利于增强公司盈利能力和综合竞争力，持续推动公司稳健发展。 ...

Group 1 - The company has signed a share transfer agreement with five shareholders of Liaoning Hanjing Semiconductor Materials Co., Ltd., acquiring a total of 62.2318% equity in Hanjing Semiconductor [2] - The total transfer price for the shares amounts to RMB 112,017.21 million [2] - Following the completion of this transaction, Hanjing Semiconductor will become a subsidiary controlled by the company [2] Group 2 - The transaction does not constitute a related party transaction or a major asset restructuring [2]

Core Viewpoint - Zhengfan Technology (688596.SH) aims to enhance its core competitiveness and extend its industrial chain by acquiring a total of 62.2318% equity in Hanjing Semiconductor from five shareholders for a total price of RMB 1.1201721 billion, to be paid in cash sourced from self-owned and self-raised funds [1] Group 1 - The acquisition involves shareholders SINGAREVIVAL, Shenyang Qinke Venture Capital Partnership, Shanghai Hanfu Industrial Consulting Management Partnership, Liaoning Hanyou Consulting Management Partnership, and Liaoning Tangke Consulting Management Partnership [1] - The transaction is part of the company's strategy to strengthen its market position and operational capabilities [1] - The total equity percentage acquired indicates a significant stake in Hanjing Semiconductor, which may lead to increased influence and control over the company [1]