Key Points - Huatian Technology is planning to acquire semiconductor power device company Huayi Microelectronics, leading to a stock suspension starting September 25, 2025, with a transaction proposal expected within 10 trading days [1] - Shanghai Zhiyuan Hengyue plans to make a tender offer to acquire 37% of the shares of Shangwei New Materials at a price of 7.78 yuan per share, requiring a maximum total funding of 1.161 billion yuan [2] - Jingzhida has delivered its first high-speed testing machine to a key domestic customer, enhancing its competitive position in the semiconductor storage testing equipment market [2] - Changchuan Technology has reduced its total shareholding by 1.78% due to stock price fluctuations, with no significant changes in its business operations [3] - Heng Rui Pharmaceutical has signed a licensing agreement for its innovative drug SHR-A1811, potentially earning up to $1.093 billion in milestone payments [4] - Guoxin Technology's shareholders plan to collectively reduce their holdings by up to 4.5% due to fund exits [5] - Huasoft Technology's existing light-initiated agent products are expected to contribute less than 2% to its 2024 revenue [5] - Lin Yang Energy has won a procurement project from the State Grid worth approximately 142 million yuan, expected to positively impact its future performance [8] - Wanhui High-tech anticipates a net profit increase of 69.81%-109.77% year-on-year for the first three quarters of 2025, driven by improved sales strategies and reduced raw material costs [13]

格隆汇9月24日丨盛科通信(688702.SH)公布，公司于近日收到持股5%以上股东产业基金出具的《关于 权益变动触及5%刻度的告知函》及《简式权益变动报告书》，在2025年1月14日至2025年9月24日期 间，产业基金通过集中竞价方式和大宗交易方式合计减持公司股份1885.69万股，占公司总股本的比例 由19.60%减少至15.00%，权益变动触及5%刻度。 ...

截至二季度末，国家大基金持有盛科通信7004.93万股，位列公司第一大流通股股东。 编辑：王媛媛 此次减持是盛科通信年内第二次国家大基金减持。盛科通信2025年4月14日公告，国家大基金1月14日至 4月11日通过集中竞价和大宗交易方式合计减持公司股份1030.79万股。此次减持完成后，大基金持有公 司股份7004.93万股，持股比例由19.60%减少至17.09%。 新华财经北京9月24日电 盛科通信公告，2025年8月25日至2025年9月24日，国家集成电路产业投资基金 股份有限公司通过集中竞价方式减持公司股份854.91万股。本次减持后，国家大基金持有公司股份 6150.02万股，持股比例由17.09%减少至15.00%。 ...

智通财经APP讯，盛科通信(688702.SH)发布公告，公司于近日收到持股5%以上股东国家集成电路产业 投资基金股份有限公司(简称"产业基金")出具的《关于权益变动触及5%刻度的告知函》及《简式权益变 动报告书》，在2025年1月14日至2025年9月24日期间，产业基金通过集中竞价方式和大宗交易方式合计 减持公司股份1885.69万股，占公司总股本的比例由19.60%减少至15.00%，权益变动触及5%刻度。 ...

证券代码：688702 证券简称：盛科通信 公告编号：2025-023 苏州盛科通信股份有限公司 关于持股 5%以上股东权益变动触及 5%刻度的 提示性公告 股东国家集成电路产业投资基金股份有限公司保证向本公司提供的信息 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事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： 本次权益变动为苏州盛科通信股份有限公司（以下简称"公司"）持股 5% 以上非第一大股东国家集成电路产业投资基金股份有限公司（以下简称"产业基 金"）减持公司股份，不触及要约收购。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | ☑其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他____/__________（请注明） | 2.信息披露义务人信息 | | | 本次权益变动后，产业基金持有公司股份 61,500,200 股，占公司总 ...

苏州盛科通信股份有限公司 简式权益变动报告书 上市公司名称：苏州盛科通信股份有限公司 股票上市地点：上海证券交易所 股票简称：盛科通信 股票代码：688702 信息披露义务人名称：国家集成电路产业投资基金股份有限公司 住所及通讯地址：北京市北京经济技术开发区景园北街 2 号 52 幢 7 层 718 室 股份变动性质：股份减持 签署日期：2025 年 9 月 24 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券公司 信息披露内容与格式准则第 15 号—权益变动报告书》（以下简称"准则 15 号"） 及相关的法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》、《收购办法》、准则 15 号的规定，本报告书已全面披露 了信息披露义务人在苏州盛科通信股份有限公司中拥有权益的股份变动情况； 截至本报告书签署之日，除本报告书披露的信息外，信息披露义务人没有通 过任何其他方式增加或减 ...

Group 1 - The core point of the article is that Shengke Communication (688702) announced a significant reduction in shareholding by the National Integrated Circuit Industry Investment Fund Co., Ltd. from 19.6% to 15% [1] - The reduction in shares amounted to a total of 18.8569 million shares during the period from January 14 to September 24 [1]

南财智讯9月24日电，盛科通信公告，国家集成电路产业投资基金股份有限公司（简称"产业基金"）因 自身经营管理需要，自2025年1月14日至2025年9月24日，通过集中竞价和大宗交易方式减持盛科通信股 份1885.69万股，占公司总股本的4.60%。本次减持后，产业基金持有盛科通信股份6150.02万股，占公 司总股本的15.00%。产业基金所持股份均为无限售条件流通股，不存在任何权利限制。产业基金未来 12个月内尚未有明确计划、协议或安排增加或减少其在公司中拥有的权益。 ...

Core Insights - The stock of Shengke Communication experienced a decline of 1.43% on September 23, with a trading volume of 992 million yuan [1] - The company reported a financing buy-in of 92.53 million yuan and a financing repayment of 107 million yuan on the same day, resulting in a net financing outflow of 14.92 million yuan [1] - As of September 23, the total margin balance for Shengke Communication was 581 million yuan, indicating a high level of financing activity [1] Financing Summary - On September 23, Shengke Communication had a financing buy-in of 92.53 million yuan, with a current financing balance of 574 million yuan, which represents 2.06% of its market capitalization [1] - The financing balance is above the 90th percentile level for the past year, indicating a high level of leverage [1] Short Selling Summary - On September 23, the company repaid 200 shares in short selling and sold 5,915 shares, amounting to a selling value of 810,000 yuan based on the closing price [1] - The short selling balance stood at 765,690 yuan, with a remaining short selling volume of 55,900 shares, also above the 90th percentile level for the past year [1] Company Overview - Shengke Communication, established on January 31, 2005, is located in Suzhou Industrial Park, Jiangsu Province, and was listed on September 14, 2023 [1] - The company's main business involves the research, design, and sales of Ethernet switch chips and related products, with revenue composition as follows: Ethernet switch chips 72.43%, Ethernet switch modules 11.94%, Ethernet switches 10.48%, customized solutions and others 3.18%, and licensing 1.97% [1] Shareholder Structure - As of June 30, the number of shareholders for Shengke Communication was 7,180, a decrease of 8.47% from the previous period [2] - The average number of circulating shares per shareholder increased by 9.25% to 28,062 shares [2] - Notable institutional holdings include the top ten circulating shareholders, with significant increases in holdings from certain ETFs and new entries among the top shareholders [2]

Summary of the Conference Call for 深格通信 Company Overview - 深格通信 focuses on Ethernet switch chips and modules, covering industrial parks, 5G, and data centers, and has entered the supply chains of major network equipment suppliers like 锐捷, 新华三, 中兴, and 迈普技术, indicating a broad market outlook [2][3][21] Core Business Model and Financial Performance - The company adopts a Fabric business model, outsourcing wafer production and testing to third-party manufacturers while focusing on backend design and solutions [2][6] - Revenue growth from 2019 to 2023 increased from 192 million to 1.037 billion, with a revenue of 508 million in the first half of the current year, driven by high demand for Ethernet switch chips [2][8] - Despite high R&D investments, the company has not yet turned a profit but expects to break even within the next one to two years as high-end chips ramp up production [8][24] Product and Technology Advantages - The product range includes Ethernet switch chips and modules, covering access, aggregation, and core layers, with a focus on high-performance architectures [4][5] - The company has developed proprietary CTC OS and supports the Sonic open-source network operating system, providing customized solutions [4][18] - The latest Arctic series chips have begun to be applied, with ongoing development for larger capacity switch chips [11][22] Market Position and Competitive Landscape - 深格通信 ranks first among domestic self-developed Ethernet switch chip manufacturers and is well-positioned to benefit from the growth in AI and data center demands [3][14] - The domestic Ethernet market is projected to reach 57.42 billion by 2025, with a compound annual growth rate (CAGR) of 10.8%, outpacing global growth [4][14] - The company competes effectively in the mid-to-high-end market, with products comparable to international competitors like 博通 and 思科 [17][22] Financial Metrics and Profitability - The gross margin for Ethernet switch modules reached 63.43%, while the switch business maintained a gross margin of around 60.72% in the first half of the year [9] - The company has shown good expense control, with a downward trend in operating expenses while maintaining high R&D investment [10] Future Outlook - The company is expected to expand its SKU offerings significantly, moving from hundreds to potentially millions of cards, and is well-positioned to benefit from the upcoming Scale Up market developments [23][24] - The anticipated growth in data center demand, particularly from major cloud providers, will continue to drive the need for Ethernet devices [15][21] Industry Characteristics - The Ethernet switch chip industry has high technical barriers and strong customer loyalty, with product life cycles lasting approximately 8-10 years, allowing for the recovery of initial R&D investments [19][20] Conclusion - Overall, 深格通信 is positioned for significant growth in the Ethernet switch chip market, with strong R&D capabilities, a solid product lineup, and a favorable market environment, leading to a positive long-term outlook [24]