Core Viewpoint - The Shanghai Stock Exchange's Listing Review Committee approved the application of Aiwei Electronics (688798.SH) for issuing convertible bonds to unspecified investors, confirming compliance with issuance and listing conditions as well as information disclosure requirements [1] Group 1 - The meeting held on December 4, 2025, was the 59th listing review committee session [1] - The application for issuing convertible bonds was reviewed and deemed to meet all necessary conditions [1]

Core Viewpoint - The Shanghai Stock Exchange's Listing Review Committee approved the application of Aiwei Electronics (688798.SH) for issuing convertible bonds to unspecified investors, confirming compliance with issuance and listing conditions as well as information disclosure requirements [1] Group 1 - The meeting held on December 4, 2025, was the 59th listing review committee session [1] - The application for issuing convertible bonds was reviewed and deemed to meet all necessary conditions [1] - The approval indicates a positive outlook for the company's funding strategy through convertible bonds [1]

特此公告。 上海艾为电子技术股份有限公司 上海证券交易所上市审核委员会于 2025 年 12 月 4 日召开 2025 年第 59 次上 市审核委员会审议会议（以下简称"会议"），对上海艾为电子技术股份有限公司 （以下简称"公司"）向不特定对象发行可转换公司债券的申请进行了审议。根 据会议审议结果，公司本次向不特定对象发行可转换公司债券的申请符合发行条 件、上市条件和信息披露要求。 证券代码：688798 证券简称：艾为电子 公告编号：2025-058 公司本次向不特定对象发行可转换公司债券事项尚需获得中国证券监督管 理委员会（以下简称"中国证监会"）作出同意注册的决定后方可实施。本次发 行最终能否获得中国证监会同意注册的决定及其时间尚存在不确定性。公司将根 据该事项的进展情况，按照相关规定和要求及时履行信息披露义务，敬请广大投 资者注意投资风险。 关于向不特定对象发行可转换公司债券申请获得 上海证券交易所上市审核委员会审核通过的公告 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。 上海艾为电子技术股份有限公司董事会 20 ...

Group 1 - The core point of the article is that Aiwei Electronics (688798.SH) has received approval from the Shanghai Stock Exchange's Listing Review Committee for its application to issue convertible bonds to unspecified investors [1] - The review meeting took place on December 4, 2025, and was the 59th meeting of the Listing Review Committee in 2025 [1] - The application for issuing convertible bonds meets the requirements for issuance, listing, and information disclosure [1]

智通财经APP讯，艾为电子(688798.SH)发布公告，上海证券交易所上市审核委员会于2025年12月4日召 开2025年第59次上市审核委员会审议会议，对公司向不特定对象发行可转换公司债券的申请进行了审 议。根据会议审议结果，公司本次向不特定对象发行可转换公司债券的申请符合发行条件、上市条件和 信息披露要求。 ...

Core Points - The Shanghai Composite Index closed at 3914.01 points, above the annual line, with a gain of 0.65% [1] - The total trading volume of A-shares reached 1,889.449 billion yuan [1] - A total of 125 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - Notable stocks with high deviation rates include: - Guanghetong (300638) with a deviation rate of 19.10% and a daily increase of 20.01% [1] - Rongda Ganguang (300576) with a deviation rate of 10.16% and a daily increase of 17.86% [1] - Galaxy Electronics (002519) with a deviation rate of 8.67% and a daily increase of 9.92% [1] - Other stocks with lower deviation rates that just crossed the annual line include: - Suqian Liansheng, Tongyi Aerospace, and Honghui New Materials [1] Trading Data - The trading turnover rate for Guanghetong was 27.35% [1] - The trading turnover rate for Rongda Ganguang was 28.88% [1] - The trading turnover rate for Galaxy Electronics was 10.51% [1] Annual Line Data - The annual line price for Guanghetong is 27.19 yuan, with the latest price at 32.38 yuan [1] - The annual line price for Rongda Ganguang is 37.21 yuan, with the latest price at 40.99 yuan [1] - The annual line price for Galaxy Electronics is 5.20 yuan, with the latest price at 5.65 yuan [1]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index decreased by 0.34% as of December 1, 2025, with mixed performance among constituent stocks [1] - Lexin Technology led the gains with an increase of 8.3%, while Dongxin Co., Ltd. experienced the largest decline at 7.3% [1] - The Sci-Tech 100 ETF (588800) saw a trading volume of 2.43 billion yuan, with a turnover rate of 9.69% [1] Group 2 - The Sci-Tech Semiconductor Materials and Equipment Theme Index rose by 0.26%, with Huahai Chengke up by 7.34% [1] - The Sci-Tech Semiconductor ETF (588170) increased by 0.14%, with a latest price of 1.39 yuan [1] - Yushu Technology's IPO guidance status has been updated to "guidance work completed," indicating readiness for IPO application [1] Group 3 - Dongwu Securities predicts a potential surge in the robotics sector in December, driven by deep adjustments and catalysts such as Tesla's third-generation release and Yushu's IPO application [2] - The Sci-Tech 100 ETF (588800) tracks the Sci-Tech 100 Index, focusing on high-growth sectors including semiconductors, pharmaceuticals, and new energy [2] - The Sci-Tech Semiconductor ETF (588170) encompasses companies in semiconductor equipment (61%) and materials (23%), benefiting from domestic substitution trends and AI-driven demand [2]

IPO and Financing Overview - Three companies are scheduled for IPO review next week (December 1-5), aiming to raise a total of 927 million yuan [1] - The companies include Zuxing New Materials, Mirong Technology, and Jintai Co., with respective fundraising goals of 208.11 million yuan, 313.92 million yuan, and 405 million yuan [1][2][5] Company Summaries Zuxing New Materials - Zuxing New Materials originally planned to raise 258 million yuan but reduced the target to 208.11 million yuan, removing a working capital project and adjusting funding for other projects [2] - The company focuses on aluminum pigments and microfine spherical aluminum powder, with applications in various industries including chemicals, agriculture, and aerospace [9] - Recent financials show total assets of approximately 956.98 million yuan and a net profit of 35.90 million yuan for the first half of 2025 [12] Mirong Technology - Mirong Technology reduced its fundraising target from 395 million yuan to 314 million yuan, eliminating a working capital project and cutting funding for its headquarters and brand development project [2] - The company specializes in smart network cameras and IoT video products, integrating hardware, software, and cloud services [14] - As of mid-2025, the company reported total assets of approximately 476.97 million yuan and a net profit of 32.07 million yuan [16] Jintai Co. - Jintai Co. decreased its fundraising goal from 750 million yuan to 405 million yuan [5] - The company is a leading producer of high-end sponge titanium products, primarily serving the aerospace and defense industries [18] - Financial data indicates total assets of approximately 2.89 billion yuan and a net profit of 110.98 million yuan for the first half of 2025 [20] Upcoming Financing Activities - Two companies are set for refinancing next week, aiming to raise a total of 2.35 billion yuan [8] - The companies include Awinic Technology, which plans to raise 1.90 billion yuan through convertible bonds, and Naipu Mining Machinery, targeting 450 million yuan [8][22]

Investment Rating - The investment rating for the company is "Buy" and is maintained [1] Core Insights - The company plans to issue up to 19,013,200 convertible bonds to raise a total of no more than 1.901 billion yuan, which will be used for global R&D center construction, edge AI and supporting chips, automotive chips, and motion control chip development and industrialization projects [4][5] - The company has shown initial success in industrial interconnection and automotive electronics, with a revenue of 2.176 billion yuan for the first three quarters, a year-over-year decrease of 8.02%, but a net profit of 276 million yuan, reflecting a year-over-year increase of 54.98% [6] - The company is expected to achieve revenues of 3.05 billion yuan, 3.47 billion yuan, and 4.03 billion yuan for the years 2025, 2026, and 2027 respectively, with net profits of 400 million yuan, 530 million yuan, and 710 million yuan for the same years [7] Company Overview - The latest closing price of the company's stock is 71.82 yuan, with a total market capitalization of 16.7 billion yuan and a circulating market value of 9.7 billion yuan [3] - The company has a debt-to-asset ratio of 22.9% and a price-to-earnings ratio of 65.29 [3]

【艾为电子：#AI眼镜或将替代手机# 】#AI眼镜出货量将暴涨247%# "目前，AI眼镜已具备手机的多种 功能，未来，AI眼镜将替代手机。" ——艾为电子董秘余美伊在股东会上表示。在消费电子领域，艾为 电子展现了对AI眼镜的高度重视。Meta是公司在AI眼镜领域的一大客户，除此之外，公司芯片也应用 在了其他品牌的AI眼镜中，如Google、小米、雷鸟等。余美伊表示："手机市场目前已成为存量市场， 但AI眼镜产品是0到1的过程，未来增长空间巨大。"根据IDC数据，智能眼镜品类在2025年的出货量将 增长247.5%，整个市场的硬件出货量到2029年将达到4310万台，复合年增长率高达31.8%。（科创板日 报，泽塔） ...