Core Viewpoint - Shenzhen Huaqiang (000062) announced that the company and its controlling subsidiaries have not provided guarantees to entities outside the consolidated financial statements, and there are no overdue guarantees or guarantees involved in litigation [1] Group 1 - The company confirmed the absence of guarantees to external entities [1] - There are no overdue guarantees reported [1] - The company is not involved in any litigation related to guarantees [1]

Group 1 - The company Shenzhen Huaqiang announced on September 25 that it provided a guarantee for Hong Kong Lianhui's payment obligations to Wolfspeed, Inc. and its affiliates, with the guarantee amount not exceeding 30 million USD, equivalent to approximately 213.35 million RMB [1][2] - The guarantee period is from September 25, 2025, to September 28, 2028, indicating a continued partnership between Hong Kong Lianhui and Wolfspeed [1] - Prior to this guarantee, the total external guarantee balance of the company and its subsidiaries was approximately 7.722 billion RMB, accounting for 110.98% of the latest audited net assets attributable to the parent company [2] Group 2 - After the new guarantee, the total external guarantee balance remains approximately 7.722 billion RMB, now accounting for 110.99% of the latest audited net assets attributable to the parent company [2] - The total available guarantee amount for the company and its subsidiaries is approximately 7.382 billion RMB, which is 106.09% of the latest audited net assets attributable to the parent company [2]

证券代码：000062 证券简称：深圳华强 编号：2025—058 鉴于原担保已到期，根据香港联汇持续深化与 Wolfspeed 业务合作的实际 需要，公司于 2025 年 9 月 25 日签署了担保文件，继续为香港联汇因向 Wolfspeed 采购货物而形成的一系列货款支付等义务提供连带责任保证担保， 担保金额不超过 3,000 万美元（以 2025 年 9 月 25 日中国人民银行公布的美元 对人民币汇率中间价 7.1118 计算，折合人民币 21,335.40 万元），担保期限自 2025 年 9 月 25 日起至 2028 年 9 月 28 日止（担保主要内容详见本公告"三、 担保的主要内容"）。 深圳华强实业股份有限公司 关于为控股子公司提供担保的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示：本次担保后，深圳华强实业股份有限公司（以下简称"公司" 或"上市公司"）及控股子公司累计的对外担保余额为人民币 772,220.40 万元， 占公司最近一期经审计归母净资产的 110.99%。敬请投资者充分关注担保风险。 一、担保情况概述 1、 ...

Market Performance - On September 24, the other electronic sector rose by 0.84%, with Jingquanhua leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Jingquanhua (002885) closed at 17.59, up 7.52% with a trading volume of 511,000 shares and a transaction value of 880 million yuan [1] - Jiemai Technology (002859) closed at 32.58, up 4.52% with a trading volume of 61,000 shares and a transaction value of 194 million yuan [1] - Southeast Electronics (65EI0E) closed at 21.30, up 4.05% with a trading volume of 32,500 shares [1] - Shenzhen Huachuang (000062) closed at 30.50, up 3.92% with a trading volume of 428,400 shares and a transaction value of 1.306 billion yuan [1] - Mind Electronics (300656) closed at 25.50, up 3.87% with a trading volume of 59,300 shares and a transaction value of 151 million yuan [1] Capital Flow - The other electronic sector experienced a net outflow of 210 million yuan from main funds, while retail investors saw a net inflow of 208 million yuan [2] - The main funds' net inflow for Jingquanhua was 68.16 million yuan, while retail investors had a net outflow of 38.49 million yuan [3] - Shenzhen Huachuang saw a net inflow of 99.50 million yuan from main funds, but a net outflow of 53.58 million yuan from retail investors [3]

Group 1 - The company, Shenzhen Huaqiang, confirmed a business collaboration with Moore Threads [2] - Investors inquired about the company's relationship with Moore Threads and whether it holds shares in the company [2] - The interaction took place on an investor communication platform on September 23 [2]

深圳华强在互动平台表示，公司与摩尔线程有业务合作。 ...

Group 1 - The core point of the article is that Shenzhen Huaqiang (000062.SZ) has announced a business collaboration with Moore Threads [1] Group 2 - The announcement was made on the investor interaction platform, indicating a strategic partnership that may enhance the company's market position [1]

Company Movements - Nvidia will invest $5 billion in Intel at a price of $23.28 per share, establishing a partnership where Intel will customize x86 CPUs for Nvidia's AI infrastructure platform [5] - Huawei announced new product plans at the Huawei Connect 2025 event, including the Ascend 950PR chip expected in Q1 2026 and the Kunpeng 950 chip anticipated in Q4 2026 [6] - DeepSeek issued a statement warning against fraudsters impersonating the company for "computing power leasing" and "equity financing," emphasizing that all payments should be made through official channels [6] - Fulin Precision signed a prepayment agreement worth 1.5 billion yuan with CATL to secure lithium iron phosphate supply [6] - Shenzhen Huaqiang stated on an interactive platform that it provides electronic components to Yushu Technology [6] Investment News - On September 18, A-shares experienced volatility with the Shanghai Composite Index closing down 1.15% at 3,831.66 points, with a total market turnover of 3.17 trillion yuan [3] - The Hong Kong Hang Seng Index fell 1.35% to 26,544.85 points, with significant declines in cyclical stocks and financial sectors, while semiconductor and robotics sectors showed resilience [3] - The Shanghai Stock Exchange reported unusual trading activities in Tianpu Co., leading to regulatory measures against certain investors [3] - Goldman Sachs maintained an "overweight" rating on A-shares and H-shares, predicting an 8% and 3% upside respectively over the next 12 months [4] - As of September 17, the total scale of bond issuance by securities firms reached 1.14 trillion yuan, significantly higher than the 693.7 billion yuan in the same period last year [4]

Macro Dynamics - China's cumulative sales of new energy vehicles have surpassed 40 million, maintaining the world's leading position in production and sales for ten consecutive years, contributing to global carbon reduction goals [2] Government Response - The Ministry of Commerce of China responded to the EU's imposition of anti-subsidy taxes on Chinese electric vehicles, urging the EU to avoid weaponizing tariffs and to eliminate market barriers, promoting fair competition and cooperation in the industry [3] Financial Institutions - China Pacific Insurance announced the completion of the issuance of HKD 15.556 billion zero-coupon convertible bonds, which will be listed on the Hong Kong Stock Exchange [8] - HSBC Hong Kong announced a reduction in the annual interest rates for Hong Kong dollar and US dollar savings accounts, effective September 19, 2025 [9] - UBS predicts that the Federal Reserve may further cut interest rates by 75 basis points by the first quarter of 2026, following a recent 25 basis point reduction [10] Market Data - As of September 18, A-share indices experienced a decline, with the Shanghai Composite Index down 1.15%, Shenzhen Component down 1.06%, and ChiNext down 1.64%, with a total market turnover of approximately CNY 3.16 trillion [12] - The financing balance of the two markets increased by CNY 12.646 billion, with the Shanghai Stock Exchange reporting CNY 1.209727 trillion and the Shenzhen Stock Exchange CNY 1.170886 trillion [13] - The Hang Seng Index fell by 1.35%, while Huahong Semiconductor rose over 8% [14] Company Dynamics - Huawei expressed confidence in providing sufficient computing power for the development of artificial intelligence, emphasizing its role in the future of AI in China [15] - DeepSeek issued a statement warning against fraudsters impersonating the company, clarifying that it has never requested payments to personal or unofficial accounts [16] - *ST Chuangxing announced that its chairman is under investigation, but the company’s operations remain normal [17] - Tianpu Co., which has seen a 12-day stock price increase, warned that its stock price has significantly deviated from its fundamentals, indicating potential risks of a rapid decline [18] - Changan Automobile confirmed the fulfillment of its 60-day payment commitment and is exploring new technologies and products [20] - Shenzhen Huaqiang stated that it provides electronic components to Yushu Technology [21] - Fulim Precision signed a prepayment agreement with CATL for CNY 1.5 billion to secure lithium iron phosphate supply, enhancing strategic cooperation [22]

深圳华强实业股份有限公司 证券代码：000062 证券简称：深圳华强 编号：2025—057 关于控股股东面向专业投资者非公开发行可交换公司债券 假设调整前换股价为P0，每股送股或转增股本率为N，每股配股率为K，配股 价为A，每股派发现金股利为D，调整后换股价为P（调整值保留小数点后两位， 最后一位实行四舍五入），则： 派发现金股利：P＝P0－D； 换股价格调整的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2025 年 9 月 18 日，深圳华强实业股份有限公司（以下简称"深圳华强"或 "公司"）收到控股股东深圳华强集团有限公司（以下简称"华强集团"）的通 知，因公司将于 2025 年 9 月 25 日向全体股东每 10 股派发现金红利 2 元（含税）， 华强集团将相应调整其面向专业投资者非公开发行可交换公司债券的换股价格， 具体情况如下： 一、控股股东可交换公司债券的基本情况 华强集团于2023年12月22日、2025年6月11日、2025年6月17日发行深圳华强 集团有限公司2023年面向专业投资者非公开发行可交换公司债券（第二期）（债 券 ...