Core Insights - The convertible bond market showed positive performance with the Zhongzheng Convertible Bond Index rising by 0.58% to 467.84, with a total transaction volume of 874.89 billion [1] - A total of 458 convertible bonds were traded, with 380 increasing in value, 3 remaining flat, and 75 declining [1] - Notable gainers included JuLong Convertible Bond (涨12.11%), BoRui Convertible Bond (涨10.72%), and YouZu Convertible Bond (涨8.09%) [1][2] - Significant decliners included TianLu Convertible Bond (跌14.54%), Dongjie Convertible Bond (跌12.05%), and QiZheng Convertible Bond (跌4.97%) [1][2] Convertible Bonds Performance - Top five performing convertible bonds included: - JuLong Convertible Bond: 12.11% increase - BoRui Convertible Bond: 10.72% increase - YouZu Convertible Bond: 8.09% increase - HaoMei Convertible Bond: 8.04% increase - GaoCe Convertible Bond: 7.74% increase [2] - Bottom five performing convertible bonds included: - TianLu Convertible Bond: -14.54% decrease - Dongjie Convertible Bond: -12.05% decrease - QiZheng Convertible Bond: -4.97% decrease - LianCheng Convertible Bond: -4.51% decrease [2] Corresponding Stocks Performance - The stocks corresponding to convertible bonds showed varied performance: - Top gainers included: - HongWei Technology: 19.98% increase - KaiSheng New Materials: 19.98% increase - JuLong: 15.94% increase - FuLiWang: 12.65% increase - BoRui Pharmaceutical: 9.96% increase [4] - Top decliners included: - Dongjie Intelligent: -16.43% decrease - TianLu: -10.01% decrease - QiZheng Tibetan Medicine: -9.97% decrease - SheYan Institute: -8.46% decrease - GongTong Pharmaceutical: -7.30% decrease [5]

Group 1 - The core viewpoint of the news is the strategic collaboration between Hongwei Technology and Hanhai Juneng to advance the application of domestic IGBT power modules in controlled nuclear fusion experiments, marking a significant step towards the commercialization of fusion energy in China [1][4][5] - The global nuclear fusion commercialization process is accelerating, with significant investments and plans from various countries, including China, which aims to establish a fusion engineering experimental reactor by 2025 and a commercial demonstration power plant by 2050 [2][3] - Hanhai Juneng, established in 2022, is a representative of innovative enterprises exploring the commercialization of fusion energy, having successfully developed China's first commercial linear field reversed configuration (FRC) fusion device, HHMAX-901 [3][4] Group 2 - Hongwei Technology will provide customized IGBT power modules for the core pulse power system of Hanhai Juneng's HHMAX series devices, which are crucial for generating and maintaining plasma [4][5] - The collaboration signifies the entry of domestic power semiconductor devices into the core aspects of controlled nuclear fusion, showcasing the potential for domestic alternatives in high-power IGBT technology, which has traditionally been dominated by foreign companies [5][6] - The partnership reflects a trend where Chinese manufacturing enterprises are increasingly integrating into advanced energy technology systems, potentially accelerating breakthroughs in fusion power systems and establishing a self-controlled future energy industry chain [6]

格隆汇8月5日丨宏微科技(688711.SH)在投资者互动平台表示，宏微科技在能源业务上正积极布局，与 国家实验室的合作持续深化，同时在可控核聚变领域已与瀚海聚能达成战略合作，聚焦技术研发和创新 应用，旨在推动清洁能源转型。 ...

证券日报网讯8月4日晚间，宏微科技发布公告称，2025年7月份，公司通过集中竞价交易方式累计回购 股份700股。 ...

（文章来源：每日经济新闻） 宏微科技（SH 688711，收盘价：27.38元）8月4日晚间发布公告称，截至2025年7月月底，公司已累计 回购股份约120万股，占公司总股本约2.13亿股的比例为0.563%，购买的最高价为24.32元/股、最低价为 13元/股，已支付的总金额约为2001万元。 ...

| 证券代码：688711 | 证券简称：宏微科技 | 公告编号：2025-062 | | --- | --- | --- | | 转债代码：118040 | 债券简称：宏微转债 | | 江苏宏微科技股份有限公司 关于第二期以集中竞价方式回购公司股份的进展公告 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、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2024/12/6 | | --- | --- | | 回购方案实施期限 | 2024/12/4~2025/12/3 | | 预计回购金额 | 2,500万元~5,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | √用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 1,198,639股 | | 累计已回购股数占总股本比例 | 0.5630% | | 累计已回购金额 | 2,001.31万元 | | 实际回购价格区间 | 13.00元/股~24.32元/股 | 一、回购股份的基本情况 2024 年 12 ...

格隆汇8月4日丨宏微科技（维权）(688711.SH)公布，2025年7月，公司通过集中竞价交易方式累计回购 股份700股。截至2025年7月月底，公司已累计回购股份1,198,639股，占公司总股本212,884,185股的比例 为0.5630%，购买的最高价为24.32元/股、最低价为13.00元/股，已支付的总金额为20,013,088.74元（不 含交易佣金等费用）。 ...

Group 1 - The stock price of Hongwei Technology on July 31 was 26.58 yuan, down 1.02 yuan or 3.70% from the previous trading day [1] - The trading volume on that day was 5.12 billion yuan, with a turnover rate of 8.91% [1] - Hongwei Technology's main business includes the research, production, and sales of semiconductor power devices, which are widely used in industrial control, new energy, and consumer electronics [1] Group 2 - Hongwei Technology announced that its shareholder, Hongzhong Consulting, reduced its holdings by 820,000 shares, accounting for 0.39% of the company's total share capital, and the reduction plan has been completed [1] - The company's board of directors nominated Deng Erping as a candidate for a non-independent director to fill the vacancy left by the resignation of the previous director [1] Group 3 - On July 31, the net outflow of main funds was 34.0571 million yuan, representing 0.6% of the circulating market value [1]

Group 1 - The company will hold its first extraordinary general meeting of shareholders in 2025 on August 12, 2025, at 14:00 in its conference room [5][6] - The agenda includes the cancellation of the supervisory board, adjustment of board members, changes to registered capital, and amendments to the company's articles of association [5][7] - The company will no longer have a supervisory board, with its functions transferred to the audit committee of the board [7][8] Group 2 - The company plans to change its registered capital due to the conversion of convertible bonds, resulting in an increase in total shares from 212,883,660 to 212,884,185 [7] - The company will amend its articles of association to reflect the cancellation of the supervisory board and other governance adjustments [8][9] - The proposed changes to the articles of association will require approval at the extraordinary general meeting [8] Group 3 - The company intends to appoint Tianjian Accounting Firm as its auditor for the fiscal year 2025, following a bidding process [10][11] - The expected audit fee for 2025 is estimated at 680,000 yuan, with an increase of 60,000 yuan compared to the previous year [11][15] - The previous auditor, Tianheng, provided a standard unqualified opinion for the 2024 annual report and has been in service for several years [16] Group 4 - The company proposes to elect Deng Erping as a non-independent director to fill a vacancy on the board [17][18] - Deng Erping has a strong academic background and relevant experience, having served in various educational and research roles [18][19] - The proposal for Deng Erping's election has been reviewed and approved by the board's nomination committee [19]

证券代码：688711 证券简称：宏微科技 公告编号：2025-060 转债代码：118040 债券简称：宏微转债 江苏宏微科技股份有限公司 关于2025年第一次临时股东大会增加临时提案的公告 本公司董事会及全体董事保证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。 公司已于2025 年 7 月 26 日公告了股东大会召开通知，单独或者合计持有 会召集人。股东大会召集人按照《上海证券交易所科创板上市公司自律监管指引 第 1 号——规范运作》有关规定，现予以公告。 股东大会召集人于 2025 年 7 月 31 日收到公司控股股东赵善麒书面提交的 《关于提请增加江苏宏微科技股份有限公司 2025 年第一次临时股东大会临时提 案的函》，鉴于非独立董事阮新波辞职，其提议增加《关于补选邓二平为公司第 五届董事会非独立董事的议案》，并提交公司 2025 年第一次临时股东大会审议。 根据《中华人民共和国公司法》《江苏宏微科技股份有限公司章程》及《江 苏宏微科技股份有限公司股东会议事规则》等相关规定，单独或者合计持有公司 控股股东赵善麒持有公司股份 37,783,0 ...