Core Viewpoint - Shenzhen Jingzhida Technology Co., Ltd. announced a significant semiconductor testing equipment procurement agreement worth RMB 323 million (excluding tax) with a client, which is expected to positively impact the company's operating performance in the fiscal years 2025 to 2026 [2] Group 1 - The procurement agreement was signed by Hefei Jingzhida Integrated Circuit Technology Co., Ltd., a subsidiary of Jingzhida, marking an important advancement in the semiconductor testing equipment sector [2] - The contract includes semiconductor testing equipment and supporting fixtures, with a total value of RMB 323 million (excluding tax), effective from the date of signing [2] - The company has completed the internal approval process required for signing this significant operational contract [2] Group 2 - The contract specifies the procurement model and dispute resolution methods, providing clear terms for both parties involved [2]

Core Insights - The company, Jingzhida (688627), announced a significant semiconductor testing equipment procurement agreement worth 323 million RMB (approximately 32.3 million USD) with a client, marking the largest order in its history [2] - The company reported a revenue of 322 million RMB in the first half of 2025, with a net loss of 4.18 million RMB [2] - The contract is expected to positively impact the company's operating performance for the fiscal years 2025 to 2026 [2] Financial Performance - In the first half of 2025, Jingzhida achieved a revenue of 443.6 million RMB, representing a year-on-year growth of 22.68% [2] - The semiconductor testing equipment segment experienced substantial growth, generating 313 million RMB in revenue, a remarkable increase of 376.52% year-on-year [2] Market Reaction - As of September 16, 2025, the company's stock closed at 124.00 RMB per share, with a cumulative increase of 33.16% over the past 20 trading days [2] - The total market capitalization of Jingzhida reached 11.7 billion RMB [2]

Group 1: Company Performance - Brothers Technology (002562) expects a net profit increase of 207%-253% for the first three quarters of 2025, with projected profits between 100 million to 115 million yuan, driven by rising prices of certain vitamin products and improved production capacity utilization [2] Group 2: Financing Activities - Vanke A has secured a loan of up to 2.064 billion yuan from its largest shareholder, Shenzhen Metro Group, to repay bond principal and interest, with the loan interest rate being lower than current market rates [3] - Hengwei Technology is planning to acquire 75% of Shanghai Shuhang Information Technology Co., with shares to be issued and cash payments involved, leading to a temporary suspension of trading starting September 17, 2025 [5] Group 3: Important Contracts - Jingzhida's subsidiary Hefei Integrated Circuit has signed a semiconductor testing equipment procurement agreement worth 323 million yuan, expected to positively impact the company's performance in 2025-2026 [7] - China Shipbuilding Technology has entered into a green methanol sales contract worth approximately 40 million USD per year, with potential increases based on customer demand, starting supply after the wind power methanol project is operational [7] Group 4: Shareholder Activities - Tianyu Co., Ltd. has seen its major shareholder release a pledge on 12.5 million shares, while still having 15.3 million shares pledged, representing 26.79% of the shareholder's total holdings [7] - Guotou Venture Capital plans to reduce its holdings by up to 9.186 million shares, representing 3% of the total share capital, citing personal funding needs [13]

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen stock markets announced significant developments, including financing arrangements, asset sales, and strategic partnerships, which may present investment opportunities and risks for investors [4][5][6][8][9][10]. Financing and Borrowing - Vanke A announced that its largest shareholder, Shenzhen Metro Group, will provide a loan of up to 2.064 billion yuan to repay bond principal and interest, with a loan term of no more than three years and a floating interest rate based on the LPR minus 66 basis points [4]. - Jianfeng Group obtained a loan commitment of up to 36 million yuan from China Merchants Bank for stock repurchase, with a loan term of no more than 36 months at an interest rate of 1.8% [11]. Asset Sales and Acquisitions - Angli Education plans to sell 100% of Kensington Park School Limited for 80,000 pounds (approximately 760,100 yuan) to alleviate financial pressure [5]. - Guang'an Aizhong intends to acquire 90% of Qitai Hengtai at a price of 0 yuan, with plans for further investment in renewable energy projects [12][13]. - Suzhou Planning aims to acquire 80% of Kunshan Development Zone Architectural Design Institute for 831,720 yuan [18]. Regulatory and Compliance Issues - Haohai Biotechnology's controlling shareholder received an administrative penalty notice from the CSRC for suspected insider trading, although it is stated that this will not significantly impact the company's operations [7]. - Yunding Technology received a warning letter from the Shandong Securities Regulatory Bureau for inaccurate financial disclosures in its 2015 annual report [8]. Performance and Forecasts - Brothers Technology expects a net profit of 100 million to 115 million yuan for the first three quarters of 2025, representing a year-on-year increase of 207.32% to 253.42%, driven by rising prices of certain vitamin products and improved production efficiency [21]. Strategic Partnerships and Contracts - Jiuzhou Yiqu signed a strategic cooperation agreement with China Electric Power Construction Group Chengdu Survey and Design Institute to enhance collaboration in the rail transit sector [22]. - Luxiao Technology's subsidiary signed a strategic cooperation agreement to develop AI service robots for the US and European markets, aiming to sell at least 1 million units by 2026-2028 [23]. - China Shipbuilding Technology signed a green methanol sales contract worth approximately 40 million USD per year, with potential increases based on customer demand [24]. Stock Transactions and Shareholder Actions - Several companies, including Maidi Technology and Xin Hua Co., announced plans for shareholders to reduce their stakes, with reductions ranging from 1.7% to 3% of total shares [29][30][31][34][35].

证券日报网讯 9月16日晚间，精智达发布公告称，公司于2025年9月15日召开了第四届董事会第四次会 议，审议通过了《关于2025年员工持股计划预留份额分配的议案》等相关议案，同意公司2025年员工持 股计划预留份额中的579.474万份（份额对应股份数14.70万股）由符合条件的12名认购对象认购，根据 公司《2025年员工持股计划（草案）》和公司2025年第一次临时股东会的相关授权，本次预留份额的分 配事项在董事会审批权限范围内，无需提交公司股东会审议。 （文章来源：证券日报） ...

证券日报网讯 9月16日晚间，精智达发布公告称，公司于2025年9月15日召开第四届董事会第四次会 议，审议通过了《关于调整2025年员工持股计划预留份额受让价格的议案》。此次调整基于公司2024年 度利润分配方案实施后，对员工持股计划预留份额受让价格进行的相应调整，公司2025年员工持股计划 预留份额的受让价格由39.74元/股调整为39.42元/股。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 9月16日晚间，精智达发布公告称，公司于2025年9月15日召开第四届董事会第四次会 议，审议通过了《关于向激励对象授予预留限制性股票的议案》，确定以2025年9月15日为预留授予 日，向符合预留授予条件的1名激励对象授予2.5万股限制性股票。 ...

证券代码：688627 证券简称：精智达 公告编号：2025-070 深圳精智达技术股份有限公司 第四届董事会第四次会议决议公告 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、董事会会议召开情况 深圳精智达技术股份有限公司（以下简称"公司"）第四届董事会第四次会 议于 2025 年 9 月 15 日在公司会议室以现场及通讯相结合的方式召开。鉴于本次 会议为临时紧急会议，全体董事一致同意豁免本次董事会通知期限。本次会议应 到董事共 9 名，实到董事 9 名。 会议由董事长张滨先生主持，公司有关高级管理人员列席会议。会议的召集、 召开和表决程序符合《中华人民共和国公司法》等有关法律、法规及《深圳精智 达技术股份有限公司章程》（以下简称"《公司章程》"）的规定，会议决议合 法、有效。 二、董事会会议审议情况 经各位董事认真审议，会议形成了如下决议： （一）审议通过了《关于调整 2025 年限制性股票激励计划授予价格的议案》 因公司实施了 2024 年年度权益分派，根据《上市公司股权激励管理办法》 及《2025 年限制性股票 ...

深圳精智达技术股份有限公司 2、本次限制性股票激励计划预留授予激励对象不包括公司独立董事。 深圳精智达技术股份有限公司（以下简称"公司"）董事会薪酬与考核委 员会依据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》（以下简称"《证券法》"）、《上市公司股权激励管理办 法》（以下简称"《管理办法》"）、《上海证券交易所科创板股票上市规 则》（以下简称"《上市规则》"）和《深圳精智达技术股份有限公司章程》 （以下简称"《公司章程》"）等有关规定，对本次限制性股票激励计划预留 授予的激励对象名单进行审核，发表核查意见如下： 1、本次股权激励计划预留授予激励对象均不存在《管理办法》第八条规定 的不得成为激励对象的情形： （1）最近 12 个月内被证券交易所认定为不适当人选； （2）最近 12 个月内被中国证监会及其派出机构认定为不适当人选； （3）最近 12 个月内因重大违法违规行为被中国证监会及其派出机构行政 处罚或者采取市场禁入措施； 董事会薪酬与考核委员会关于 2025 年限制性股票激励计划 预留授予激励对象名单的核查意见 （4）具有《公司法》规定的不得担任公司董事、高级管理人员情 ...

深圳精智达技术股份有限公司 注：1、上述任何一名激励对象通过全部在有效期内的股权激励计划获授的本公司股票累计数均 未超过公司股本总额的 1%。公司全部有效期内的激励计划所涉及的标的股票总数累计不超过公 司股本总额的 20%。 2、本激励计划拟授予激励对象不包括：独立董事。 2025 年限制性股票激励计划激励对象名单（预留授予日） | | | | | 授予限制性 | 获授数量占 | 获授数量占 | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 姓名 | 国籍 | 职务 | 股票数量(万 | 授予限制性 股票总数的 | 当前公司股 本总额的比 | | | | | | 股) | 比例 | 例 | | 一、董事、高级管理人员、核心技术人员 | | | | | | | | / | / | / | / | / | / | / | | 二、其他激励对象 | | | | | | | | 技术（业务）骨干人员（1 | | | 人） | 2.50 | 6.94% | 0.027% | | 合计 | | | | 2.50 | 6.94% | 0.027% | 一、限制性股票激 ...