GALAXY MICROELECTRONICS(688689)

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【早报】A股利好!险资长周期考核机制落地;2025年医保目录调整正式启动,新增商保创新药目录
财联社· 2025-07-13 23:10
Industry News - The national insurance companies have fully implemented a long-cycle assessment mechanism of over three years, with the addition of five-year cycle indicators. The net asset return rate will now include a five-year cycle indicator, with weights of 30%, 50%, and 20% for the current year, three-year, and five-year indicators respectively [1][8] - The adjustment of the national basic medical insurance, maternity insurance, and work-related injury insurance drug catalog, as well as the commercial health insurance innovative drug catalog, has officially started. The new commercial insurance innovative drug catalog focuses on high innovation and significant clinical value drugs that cannot be included in the basic catalog due to exceeding the "basic protection" positioning [2][10] - The China Securities Association has released 28 measures to promote high-quality development in the securities industry, focusing on improving self-regulatory management and enhancing service functions [3][9] - The Shanghai Stock Exchange has published guidelines for the Sci-Tech Innovation Board, allowing 32 existing unprofitable companies to enter the growth layer immediately, with no additional listing thresholds for new unprofitable companies [3][6] Company News - China Shenhua announced a net profit of 23.6 billion to 25.6 billion yuan for the first half of the year, representing a year-on-year decline of 13.2% to 20% [14] - Fuda Alloy plans to acquire at least 51% of the shares of TOPCon battery silver paste company Guangda Electronics [15] - Huaxi Securities expects a year-on-year increase in net profit of 1025% to 1354% for the first half of the year [15] - Zijin Mining anticipates a net profit of approximately 23.2 billion yuan for the first half of the year, a year-on-year increase of 54% [16] - Sanhe Pile expects a year-on-year increase in net profit of 3091% to 3889% for the first half of the year [17] - Limin Co. anticipates a year-on-year increase in net profit of 719.25% to 782.27% for the first half of the year [17] - Lanqi Technology expects a year-on-year increase in net profit of 85.50% to 102.36% for the first half of the year [18] - Aopu Mai expects a net profit of approximately 37 million yuan for the first half of the year, a year-on-year increase of 53.28% [19] - China Jushi anticipates a year-on-year increase in net profit of 71.65% to 76.85% for the first half of the year [19] - Gaode Infrared expects a year-on-year increase in net profit of 735% to 957% for the first half of the year [19] - Degute is planning to acquire 100% of Haowei Technology, with stock resuming trading [19] - Kanghua Bio is planning a change of control, with stock suspended from trading [19] - Dongfang Caifu announced that its subsidiary Hafu Securities has been approved by the Hong Kong Securities and Futures Commission to provide virtual asset trading services [20] - Galaxy Microelectronics plans to invest 310 million yuan to build the first phase of a high-end integrated circuit discrete device industrialization base [20]
这是一个什么样的3500点?——A股一周走势研判及事件提醒





Datayes· 2025-07-13 13:23
Group 1 - The article discusses the recent market performance, indicating that the Shanghai Composite Index has stabilized around 3500 points, driven by policy expectations and potential government stimulus measures [1][2] - Analysts from Citigroup predict that the upcoming Politburo meeting will not revise the budget or increase government bond quotas, but will focus on implementing existing policies to support consumption and the real estate sector [1][2] - The article highlights that the real estate market has shown signs of recovery, with a potential for further gains in the coming weeks, based on historical trends of policy-driven market movements [3][5] Group 2 - The banking sector is expected to see an increase in dividend yields due to upcoming dividend distributions, which could enhance the attractiveness of bank stocks [7] - The article notes that the insurance sector is adjusting its investment strategies to favor high-dividend assets, which may impact the overall market dynamics [7] - The article mentions that the real estate index has risen by 9.69% since June 23, indicating a positive trend relative to the Shanghai Composite Index [3][5] Group 3 - The article outlines the upcoming key events in the financial calendar, including the Politburo meeting and FOMC meetings, which are expected to influence market sentiment and policy direction [2] - It emphasizes the importance of monitoring economic indicators and policy announcements as they could significantly impact market performance in the second half of the year [2][10] - The article suggests that sectors such as renewable energy, construction materials, and industrial metals are likely to benefit from current market trends and policy support [15][18]

每周股票复盘:银河微电(688689)拟使用2亿闲置资金进行现金管理
Sou Hu Cai Jing· 2025-07-12 23:24
Core Viewpoint - Galaxy Microelectronics (688689) has shown a price increase of 2.54% this week, closing at 23.38 yuan, with a total market capitalization of 3.014 billion yuan, ranking 157th in the semiconductor sector and 4309th in the A-share market [1][2]. Company Announcements Summary - The company plans to utilize no more than 200 million yuan of idle convertible bond funds for cash management, aiming to enhance fund efficiency and increase company returns [2]. - Galaxy Microelectronics intends to invest 310 million yuan in the construction of the first phase of a high-end integrated circuit discrete device industrialization base, with a construction period of 30 months [2]. - The project aims to improve the production capacity of integrated circuit discrete devices and expand production scale to meet market demand [2].
晚间公告丨7月11日这些公告有看头





Di Yi Cai Jing· 2025-07-11 10:46
Group 1 - Yuntian Lifa plans to issue H-shares and list on the Hong Kong Stock Exchange [3] - Aerospace Electromechanical's wholly-owned subsidiary intends to transfer 70% equity of Eschong Korea [4] - Three Gorges Water Conservancy plans to publicly transfer 41.0071% equity of Chongqing Tiantai Energy Group [5] Group 2 - Galaxy Microelectronics intends to invest 310 million yuan in the construction of a high-end integrated circuit device industrialization base [6] - Wanye Enterprises' wholly-owned subsidiary plans to invest 299 million yuan to establish a private equity investment fund [7] - Dailor New Materials will invest 45 million yuan to establish a holding subsidiary [8] Group 3 - Huaxi Securities expects a net profit increase of 1025.19% to 1353.9% year-on-year for the first half of 2025 [10][11] - Guolian Minsheng anticipates a net profit increase of approximately 1183% year-on-year for the first half of 2025 [12] - Gaode Infrared expects a net profit increase of 734.73% to 957.33% year-on-year for the first half of 2025 [13] Group 4 - Tianchen Co. expects a net profit increase of 640% to 786% year-on-year for the first half of 2025 [14] - Shenkai Co. anticipates a net profit increase of 183% to 278% year-on-year for the first half of 2025 [15] - Taishan Petroleum expects a net profit increase of 123% to 173% year-on-year for the first half of 2025 [16] Group 5 - Ruikeda expects a net profit increase of 132.44% to 163.22% year-on-year for the first half of 2025 [17] - Jinkong Electric anticipates a net profit of 120 million to 150 million yuan, turning from loss to profit [18] - Ankai Bus expects a net profit increase of 106.67% to 189.34% year-on-year for the first half of 2025 [19] Group 6 - Yara International expects a net profit increase of 170% to 244% year-on-year for the first half of 2025 [20] - Zhongshun Jierou anticipates a net profit increase of 59.85% to 82.68% year-on-year for the first half of 2025 [21] - Guoan Co. expects a loss of 25.9 million to 36.7 million yuan for the first half of 2025 [22] Group 7 - Huamei Holdings expects a loss of 46.5 million to 60 million yuan for the first half of 2025 [23] - AOC Technology anticipates a loss of 450 million to 490 million yuan for the first half of 2025 [24] - Shangrong Medical expects a loss of 7 million to 9.5 million yuan for the first half of 2025 [25] Group 8 - Hangang Co. expects a net loss of approximately 111 million yuan for the first half of 2025 [26] - Baili Electric's shareholder plans to reduce its stake by no more than 2% [27] - Dream Lily's major shareholder plans to reduce its stake by no more than 0.5% [28]
银河微电: 第三届监事会第十九次会议决议公告
Zheng Quan Zhi Xing· 2025-07-11 09:16
Group 1 - The core point of the announcement is that the company will use part of the idle convertible bond funds for cash management, which is deemed to not affect the normal operation and investment projects of the company [1][2] - The Supervisory Board meeting was held on July 11, 2025, with all three supervisors present, and the meeting complied with relevant laws and regulations [1] - The Supervisory Board unanimously agreed to use up to RMB 200 million of idle convertible bond funds for cash management, with a voting result of 3 in favor, 0 against, and 0 abstentions [2]
银河微电(688689) - 中信建投证券股份有限公司关于常州银河世纪微电子股份有限公司使用部分暂时闲置可转债募集资金进行现金管理的核查意见
2025-07-11 09:01
中信建投证券股份有限公司 关于常州银河世纪微电子股份有限公司 使用部分暂时闲置可转债募集资金进行现金管理的核查意见 中信建投证券股份有限公司(以下简称"中信建投"或"保荐机构")作为 常州银河世纪微电子股份有限公司(以下简称"银河微电"或"公司")向不特 定对象发行可转换公司债券的保荐机构,根据《证券发行上市保荐业务管理办法 (2025 年修正)》、《上海证券交易所科创板股票上市规则》、《上海证券交 易所科创板上市公司自律监管规则适用指引第 1 号—规范运作》、《科创板上市 公司持续监管办法(试行)》等有关法律法规和规范性文件的要求,对银河微电 本次拟使用部分暂时闲置募集资金进行现金管理的情况进行了审慎核查,发表如 下意见: 一、募集资金基本情况 注:2021年11月10日及2021年11月26日,公司第二届董事会第十四次会议、2021年第三 次临时股东大会分别审议通过《关于拟使用超募资金投入建设及购买设备的议案》,同意使 用首次公开发行超募资金4,894.00万元,用于采购公司"车规级半导体器件产业化项目"所 需的部分光刻机、减薄机、划片机、装片机等设备。即车规级半导体器件产业化项目的投资 资金主要由可转债 ...
银河微电(688689) - 关于使用部分暂时闲置可转债募集资金进行现金管理的公告
2025-07-11 09:00
| 证券代码:688689 | 证券简称:银河微电 | 公告编号:2025-032 | | --- | --- | --- | | 转债代码:118011 | 转债简称:银微转债 | | 常州银河世纪微电子股份有限公司 关于使用部分暂时闲置可转债募集资金 进行现金管理的公告 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: 投资种类:安全性高、流动性好的保本型投资产品(包括但不限于结构 性存款、大额存单等)。 投资金额:常州银河世纪微电子股份有限公司(以下简称"公司"或"银 河微电")拟使用总金额不超过人民币20,000.00万元(含本数)的部分暂时闲置 可转债募集资金进行现金管理,在上述额度范围内,资金可循环滚动使用。 已履行的审议程序:2025年7月11日,公司召开第三届董事会第二十四次 会议以及第三届监事会第十九次会议,审议通过了《关于使用部分暂时闲置可转 债募集资金进行现金管理的议案》,保荐机构中信建投证券股份有限公司(以下 简称"保荐机构")对本事项出具了明确无异议的核查意见。本事项无需提交股 东大 ...
银河微电(688689) - 关于投资高端集成电路分立器件产业化基地一期厂房建设项目的公告
2025-07-11 09:00
重要内容提示: | 证券代码:688689 | 证券简称:银河微电 | 公告编号:2025-033 | | --- | --- | --- | | 转债代码:118011 | 转债简称:银微转债 | | 常州银河世纪微电子股份有限公司 关于投资高端集成电路分立器件产业化基地一期 厂房建设项目的公告 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。 特别风险提示:本项目在实施过程中,其建设计划、内容及规模、建设 进程可能因业务发展、产品研发进度和市场需求等因素进行调整,且面临经济环 境、产业政策、市场环境变化等不确定因素导致的项目延期、实施情况不及预期、 规划变更等风险,同时项目土地使用权的取得及最终成交价格、取得时间存在不 确定性,项目建设涉及的立项、环保、建设施工等报批事项尚需获得有关主管部 门批复。 一、项目投资概述 1、常州银河世纪微电子股份有限公司(以下简称"公司")为提高公司集 成电路分立器件产品的生产加工制造能力,扩大集成电路分立器件产品的生产规 模,拟以自有资金人民币3.1亿元投资实施"高端集成电路分立器件产业 ...
银河微电(688689) - 第三届监事会第十九次会议决议公告
2025-07-11 09:00
| 证券代码:688689 | 证券简称:银河微电 | 公告编号:2025-034 | | --- | --- | --- | | 转债代码:118011 | 转债简称:银微转债 | | 常州银河世纪微电子股份有限公司(以下简称"公司")第三届监事会第 十九次会议于 2025 年 7 月 11 日(星期五)在常州银河世纪微电子股份有限公司 一楼会议室以现场结合通讯方式召开。会议通知已于 2025 年 7 月 7 日通过邮件 的方式送达各位监事。本次会议由公司监事会主席李月华女士召集并主持,应出 席监事 3 人,实际出席监事 3 人。本次会议的召集、召开方式符合《中华人民共 和国公司法》等有关法律、法规、规范性文件及《公司章程》的规定。 二、监事会会议审议情况 经与会监事审议,表决通过以下议案: 的闲置可转债募集资金进行现金管理。 常州银河世纪微电子股份有限公司 第三届监事会第十九次会议决议公告 本公司监事会及全体监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、监事会会议召开情况 (一)审议通过《关于使用部分暂时闲置可转债募集资金进行现金 ...
银河微电(688689) - 关于可转债转股结果暨股份变动的公告
2025-07-01 08:02
| 证券代码:688689 | 证券简称:银河微电 | 公告编号:2025-031 | | --- | --- | --- | | 转债代码:118011 | 转债简称:银微转债 | | 常州银河世纪微电子股份有限公司 关于可转债转股结果暨股份变动的公告 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: 本季度转股情况:自 2025 年 4 月 1 日至 2025 年 6 月 30 日期间,共有 0.00 元"银微转债"转为常州银河世纪微电子股份有限公司(以下简称"公司") 普通股,转股数量为 0 股,占"银微转债"转股前公司已发行股份总额的 0.00%。 累计转股情况:截至 2025 年 6 月 30 日,"银微转债"累计共有 261,000.00 元转为公司普通股,累计转股数量为 8,167 股,占"银微转债"转股前公司已发 行股份总额的 0.0063%。 未转股可转债情况:截至 2025 年 6 月 30 日,"银微转债"尚未转股的 可转债金额为人民币 499,739,000.00 元,占"银微转债"发 ...