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 company signed a share transfer agreement with SINGAREVIVAL and four other investment firms [1]. - The acquisition is part of the company's strategy to strengthen its overall market position [1]. - The total equity being acquired amounts to 62.2318% of Hanjing Semiconductor [1].

人民财讯8月13日电，正帆科技(688596)8月13日晚间公告，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《股份转让协议》，通过股份受让的方式，购买汉京半导体62.23%股权， 交易额合计11.2亿元。交易完成后，汉京半导体将成为公司控股子公司。公司与汉京半导体有较强的协 同效应，此次交易将推动公司OPEX业务的发展。 ...

Core Viewpoint - Zhengfan Technology plans to acquire 62.23% of Hanjing Semiconductor's equity, making it a subsidiary, which is expected to enhance its market presence in the semiconductor industry [1][2]. Group 1: Acquisition Details - The acquisition will be conducted in cash and does not constitute a related party transaction or a major asset restructuring [1]. - Hanjing Semiconductor specializes in high-precision quartz and advanced ceramic materials, serving as a key supplier for major semiconductor equipment manufacturers like Tokyo Electron and Hitachi [1]. - The valuation for the 62.23% equity transfer is set at 18 billion yuan, corresponding to a price-to-earnings (PE) ratio of 21.4 based on projected net profit for 2024 [2][3]. Group 2: Financial Performance - In Q1, Hanjing Semiconductor reported revenue of 88.22 million yuan and a net profit of 23.20 million yuan, with a net asset value of 257 million yuan [2]. - Zhengfan Technology's revenue for Q1 was 677 million yuan, reflecting a year-on-year growth of 14.94%, while net profit increased by 38.23% to 34.42 million yuan [3]. - The semiconductor business is projected to account for 50.8% of Zhengfan Technology's revenue in 2024, with emerging markets contributing 11.5% [3]. Group 3: Strategic Implications - The acquisition is expected to enhance operational efficiency and service quality by integrating the technological and operational strengths of both companies [3]. - The deal aligns with Zhengfan Technology's long-term strategy in the semiconductor sector, leveraging shared customer resources to expand market reach [2].

证券代码：688596 证券简称：正帆科技 公告编号：2025-052 转债代码：118053 转债简称：正帆转债 上海正帆科技股份有限公司 关于股票期权激励计划限制行权 期间的提示性公告 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。 根据《上市公司股权激励管理办法》《上海正帆科技股份有限公司2021年第二期股票期权激励计划（草 案）》及中国证券登记结算有限责任公司上海分公司关于股票期权自主行权的相关规定，结合上海正帆 科技股份有限公司（以下简称"公司"）2025年半年度报告的发布计划，现对公司2021年第二期股票期权 激励计划的限制行权时间公告如下： 一、公司2021年第二期股票期权激励计划的第三个等待期已于2024年12月3日届满，实际可行权期间为 2024年12月17日至2025年12月2日，目前处于行权阶段。 二、本次限制行权期为2025年8月15日至2025年8月29日，在此期间全部激励对象将限制行权。 三、公司将按照有关规定及时向中国证券登记结算有限责任公司上海分公司申请办理限制行权相关事 宜。 特此公告。 ...

证券日报网讯 8月11日晚间，正帆科技发布公告称，根据《上市公司股权激励管理办法》《上海正帆科 技股份有限公司2021年第二期股票期权激励计划（草案）》及中国证券登记结算有限责任公司上海分公 司关于股票期权自主行权的相关规定，结合公司2025年半年度报告的发布计划，现对公司2021年第二期 股票期权激励计划的限制行权时间公告如下：一、公司2021年第二期股票期权激励计划的第三个等待期 已于2024年12月3日届满，实际可行权期间为2024年12月17日至2025年12月2日，目前处于行权阶段。 二、本次限制行权期为2025年8月15日至2025年8月29日，在此期间全部激励对象将限制行权。三、公司 将按照有关规定及时向中国证券登记结算有限责任公司上海分公司申请办理限制行权相关事宜。 （文章来源：证券日报） ...

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。 根据《上市公司股权激励管理办法》《上海正帆科技股份有限公司 2021 年 第二期股票期权激励计划（草案）》及中国证券登记结算有限责任公司上海分公 司关于股票期权自主行权的相关规定，结合上海正帆科技股份有限公司（以下简 称"公司"）2025 年半年度报告的发布计划，现对公司 2021 年第二期股票期权 激励计划的限制行权时间公告如下： 一、公司 2021 年第二期股票期权激励计划的第三个等待期已于 2024 年 12 月 3 日届满，实际可行权期间为 2024 年 12 月 17 日至 2025 年 12 月 2 日，目前 处于行权阶段。 二、本次限制行权期为 2025 年 8 月 15 日至 2025 年 8 月 29 日，在此期间全 部激励对象将限制行权。 | 证券代码：688596 | 证券简称：正帆科技 | 公告编号：2025-052 | | --- | --- | --- | | 转债代码：118053 | 转债简称：正帆转债 | | 上海正帆科技股份有限公司 关于股 ...

Core Points - The Shanghai Composite Index closed at 3653.50 points, above the annual line, with a gain of 0.51% [1] - The total trading volume of A-shares reached 1,149.623 billion yuan [1] - A total of 69 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Summary of Stocks Breaking the Annual Line - The stocks with the highest deviation rates include: - Shen Zhen Zhi Ye A: 5.97% deviation, closing price 6.97 yuan, with a daily increase of 7.07% and turnover rate of 4.64% [1] - De Fang Na Mi: 5.54% deviation, closing price 35.42 yuan, with a daily increase of 8.25% and turnover rate of 8.20% [1] - An Da Ke Ji: 5.19% deviation, closing price 5.86 yuan, with a daily increase of 5.78% and turnover rate of 6.58% [1] - Other notable stocks with smaller deviation rates include: - Hua Xi Biological: just above the annual line [1] - Yuan Zuo Shares: just above the annual line [1] - Pu Rui Eye Care: just above the annual line [1] Additional Stock Data - Other stocks with significant performance include: - Zhu Hai Guan Yu: 4.33% deviation, closing price 15.64 yuan, daily increase of 6.76% [1] - San Wei Gu Fen: 4.27% deviation, closing price 12.50 yuan, daily increase of 7.76% [1] - Tian Li Lithium Energy: 2.96% deviation, closing price 30.04 yuan, daily increase of 4.05% [1]

Core Viewpoint - Shanghai Zhengfan Technology Co., Ltd. has received approval for the registration of debt financing instruments, specifically medium-term notes, with a total registered amount of 2.2 billion yuan, which will enhance the company's financing structure and risk management capabilities [1][3]. Group 1: Registration Details - The company held board meetings on April 28, 2025, and the annual shareholders' meeting on June 13, 2025, to approve the application for debt financing tools [1]. - The registered amount for the medium-term notes is 2.2 billion yuan, valid for two years from the date of the acceptance notice issued by the China Interbank Market Dealers Association [1][2]. Group 2: Issuance and Compliance - The company can issue technology innovation bonds in installments during the registration validity period and must file with the association prior to issuance [2]. - The issuance must comply with the guidelines for non-financial enterprise debt financing tools and relevant self-regulatory management rules [2][3]. Group 3: Fund Utilization and Management - The company is required to use the raised funds strictly according to the disclosed purposes in the fundraising prospectus and must disclose any changes in fund usage in advance [2][3]. - The company must adhere to national industrial policies and ensure healthy development of its business operations [2]. Group 4: Investor Protection - In the event of significant issues affecting the company's debt repayment ability, it must fulfill commitments to protect investors' rights [2][3]. - The company is obligated to report any major problems during the issuance and payment processes of the technology innovation bonds to the association [3].

（编辑 楚丽君） 证券日报网讯 8月7日晚间，正帆科技发布公告称，近日，公司收到中国银行间市场交易商协会出具的 《接受注册通知书》（中市协注[2025]MTN735号），交易商协会接受公司的债务融资工具注册。 ...

Group 1 - Hewei Electric achieved a net profit of 243 million yuan in the first half of 2025, a year-on-year increase of 56.79% [1] - The company reported a revenue of 1.884 billion yuan, representing a year-on-year growth of 36.39% [1] - Hewei Electric specializes in the sales of wind power converters and photovoltaic inverters, along with related services [1] Group 2 - Jidian Co. received approval for a 1507.93 MW wind power project, increasing its approved project capacity to 1607.93 MW, over 10% of last year's total installed capacity [2] - The company focuses on the research, production, and sales of thermal power, hydropower, and renewable energy [2] Group 3 - Nanya New Materials reported a net profit of 87.19 million yuan in the first half of 2025, a year-on-year increase of 57.69% [2] - The company achieved a revenue of 2.305 billion yuan, reflecting a year-on-year growth of 43.06% [2] - Nanya specializes in the design, research, production, and sales of copper-clad laminates and bonding sheets [2] Group 4 - Rongzhi Rixin reported a net profit of 14.24 million yuan in the first half of 2025, a significant year-on-year increase of 2063.42% [2] - The company achieved a revenue of 256 million yuan, representing a year-on-year growth of 16.55% [2] - Rongzhi Rixin provides intelligent operation and maintenance solutions for industrial equipment [3] Group 5 - Jiasheng Group reported a net profit of 142 million yuan in the first half of 2025, a year-on-year decrease of 14.46% [4] - The company achieved a revenue of 1.171 billion yuan, showing a slight year-on-year growth of 0.19% [4] - Jiasheng specializes in the production and manufacturing of knitted sportswear [4] Group 6 - Lidong Group's subsidiary received project approvals for aluminum alloy wheels from international automotive manufacturers, with expected sales of approximately 1.643 billion yuan over the project duration [5][6] - The company focuses on the research, manufacturing, and sales of aluminum alloys and related products [6] Group 7 - Jianglong Shipbuilding won a bid for a 78.55 million yuan infrastructure project in the marine economic development zone [7] - The project has a duration of 540 days and involves the design, research, production, and sales of various types of boats [7] Group 8 - Liyuan Information reported a net profit of 96.13 million yuan in the first half of 2025, a year-on-year increase of 65.79% [31] - The company achieved a revenue of 4.034 billion yuan, reflecting a year-on-year growth of 17.46% [31] - Liyuan specializes in the distribution of electronic components and the development of smart grid products [31] Group 9 - Baijie Shenzhou reported a net profit of 450 million yuan in the first half of 2025, reversing a loss of 287.7 million yuan from the previous year [32] - The company achieved total revenue of 17.518 billion yuan, a year-on-year increase of 46% [32] - Baijie Shenzhou focuses on the research, development, production, and commercialization of innovative drugs [32] Group 10 - Xianhe Co. plans to invest 11 billion yuan in a new integrated high-performance paper-based material project [34] - The project will include the construction of production lines for bamboo pulp and high-performance paper-based materials [34] Group 11 - Zhongchuan Technology's subsidiary plans to invest approximately 5.712 billion yuan in a 1.3 million kilowatt wind power project [35] - The company specializes in wind turbine manufacturing and related engineering services [35] Group 12 - Source Technology received a purchase order worth 1.415 billion yuan for high-power laser chips [20] - The company focuses on the research, design, production, and sales of optical chips [21]