广东甘化科工股份有限公司关于子公司 业绩承诺实现情况及业绩承诺补偿暨关联交易的公告 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。 证券代码：000576 证券简称：甘化科工 公告编号：2025-26 2、业绩承诺情况 根据公司与郝宏伟先生签订的《关于福建将乐卓越金属材料有限 公司之股权转让协议》，郝宏伟先生承诺，2022 年 7 月 1 日至 2025 年 6 月 30 日为利润保障期，在利润保障期内，沈阳非晶累计实现保 障期调整净利润不低于 5,100 万元。 若未实现业绩承诺，则公司或福建卓越有权要求郝宏伟和/或三 明超越以沈阳非晶的股权无偿转让至公司和/或福建卓越进行补偿。 补偿股权数额的计算公式如下： 补偿股权数额=4,200 万元/X-35% X=保障期调整净利润/5,100 万元*12,000 万元 保障期调整净利润=实际扣非后净利润+研发费用*（1-所得税税 率）+国拨研发经费 一、交易概述及业绩承诺情况 1、交易概述 2022 年 7 月，公司通过受让股权方式以 4,200 万元对价取得郝 宏伟先生持有的福建将乐卓越金属材料有限公司（以下简称 ...

证券代码：000576 证券简称：甘化科工 公告编号：2025-25 广东甘化科工股份有限公司 第十一届监事会第十次会议决议公告 本公司及监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。 一、监事会会议召开情况 三、备查文件 经与会监事签字并加盖监事会印章的第十一届监事会第十次会 议决议。 特此公告。 广东甘化科工股份有限公司（以下简称"公司"）第十一届监事 会第十次会议通知于 2025 年 7 月 4 日以书面及通讯方式发出，会议 于 2025 年 7 月 8 日在公司综合办公大楼十五楼会议室以现场及通讯 表决方式召开。会议由监事会主席邵林芳先生主持，应出席会议监事 3 名，实际出席会议监事 3 名，其中邵林芳先生以通讯表决方式出席 会议。本次监事会会议的召开符合有关法律、行政法规、部门规章、 规范性文件和公司章程的规定。 二、监事会会议审议情况 会议认真审议并以 3 票同意，0 票弃权，0 票反对审议通过了关 于子公司业绩承诺实现情况及业绩承诺补偿暨关联交易的议案 经审核，监事会认为：郝宏伟先生向公司无偿转让其持有的全部 沈阳非晶金属材料制造有限公司股权，有利于保障 ...

证券代码：000576 证券简称：甘化科工 公告编号：2025-24 广东甘化科工股份有限公司 第十一届董事会第十一次会议决议公告 1、经与会董事签字并加盖董事会印章的第十一届董事会第十一 次会议决议； 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。 一、董事会会议召开情况 广东甘化科工股份有限公司（以下简称"公司"）第十一届董事 会第十一次会议通知于 2025 年 7 月 4 日以书面及通讯方式发出，会 议于 2025 年 7 月 8 日在上海市普陀区中山北路 1777 号 5 楼会议室以 现场及通讯表决方式召开。会议由董事长胡煜 先生主持，应出席会 议董事 7 名，实际出席会议董事 7 名，其中杨定轶先生、廖义刚先生、 钟刚先生、杨乃定先生以通讯表决方式出席会议，公司监事会主席及 有关高级管理人员列席了会议。本次董事会会议的召开符合有关法 律、行政法规、部门规章、规范性文件和公司章程的规定。 会议认真审议并以 7 票同意、0 票弃权、0 票反对通过了关于子 公司业绩承诺实现情况及业绩承诺补偿暨关联交易的议案 此次业绩承诺补偿的及时执行，有利于保障公司的合法 ...

Investment Rating - The report maintains a positive outlook on the defense and military industry, suggesting an "Overweight" rating, indicating that the industry is expected to outperform the overall market [4][29]. Core Insights - The defense and military sector is experiencing a significant upward cycle driven by domestic demand and military modernization efforts, particularly the transition to "mechanization + informationization" and the upcoming "intelligent + unmanned" era [5][6]. - The report highlights the increasing global military trade demand due to geopolitical changes, which is expected to create a strong resonance between supply and demand in China's military trade [5]. - The valuation of the military industry is projected to rise as the sector benefits from both domestic construction cycles and the reshaping of global military trade dynamics, leading to higher market recognition and valuation [5][14]. Market Review - Last week, the Shenwan Defense and Military Index rose by 1.36%, while the CSI Military Leaders Index increased by 1.3%. In comparison, the Shanghai Composite Index rose by 1.4%, and the CSI 300 Index increased by 1.54% [4][6]. - The report notes that the defense and military sector's performance ranked 13th among 31 Shenwan primary industry sectors [6]. - The top five performing stocks in the defense and military sector last week were: - Morningstar Aviation (24.21%) - China Ship Emergency (20.23%) - Xuanji Information (17.67%) - Rongfa Nuclear Power (17.02%) - Parker New Materials (12.24%) [6][13]. Valuation Changes - The current PE-TTM for the Shenwan military sector is 81.14, placing it in the upper range historically, with a valuation percentile of 70.36% since January 2014 and 99.24% since January 2019 [14][19]. - The report indicates a slight differentiation in valuations among sub-sectors, with aerospace and aviation equipment showing relatively high PE valuations since 2020 [14][19]. Key Valuation Targets - The report lists several key targets within the military sector, including: - High-end combat capabilities: AVIC Shenyang Aircraft, AVIC Chengdu Aircraft, Inner Mongolia First Machinery, and others. - New quality combat capabilities: Chengdu Huamei, Xindong Link, Aerospace Electronics, and others [5][21].

Core Viewpoint - The announcement details a reduction in shareholding by Guangdong Ganhua Science and Technology Co., Ltd., a major shareholder of Suzhou Kaiweite Semiconductor Co., Ltd., from 14.32% to 13.99%, indicating a decrease that touches the 1% threshold for reporting [1][2]. Group 1: Shareholding Changes - Guangdong Ganhua Science and Technology Co., Ltd. reduced its shareholding by 247,000 shares, moving from 1,055.5216 million shares (14.32%) to 1,030.8216 million shares (13.99%) [1][2]. - The reduction was executed through block trading, and the change does not trigger mandatory tender offer obligations [1][2]. Group 2: Compliance and Disclosure - The company confirms that the information provided by the major shareholder is accurate and complete, with no misleading statements or significant omissions [1]. - The announcement complies with relevant regulations regarding shareholding changes and does not require a separate report on the change in equity [2].

Group 1 - The major shareholder, Guangdong Ganhua Technology Co., Ltd., plans to reduce its stake in Kaiweite (688693.SH) by up to 3% within a specified period from June 30, 2025, to September 28, 2025 [1] - As of the announcement date, Guangdong Ganhua holds 10,555,216 shares of Kaiweite, representing 14.32% of the total share capital [1] - The shares held by Guangdong Ganhua were acquired before Kaiweite's initial public offering and became tradable on August 19, 2024 [1] Group 2 - Kaiweite was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on August 18, 2023, with an issuance of 18,421,053 shares at a price of 40.83 yuan per share [2] - The total funds raised from the initial public offering amounted to 752.1316 million yuan, with a net amount of 664.7989 million yuan, exceeding the original plan by 134.7161 million yuan [2] - The funds raised are intended for various projects, including upgrades for smart power semiconductors and SiC power devices, as well as working capital [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688693 证券简称：锴威特 公告编号：2025-028 苏州锴威特半导体股份有限公司股东减持股份计划公告 本公司董事会、全体董事及相关股东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： ● 大股东持股的基本情况 截至本公告披露日，苏州锴威特半导体股份有限公司（以下称"公司"）持股5%以上股东广东甘化科工 股份有限公司（以下称"甘化科工"）持有公司股份10,555,216股，占公司总股本的14.32%。上述股份来 源为公司首次公开发行前取得的股份，且已于2024年8月19日解除限售并上市流通。 ● 减持计划的主要内容 公司近日收到公司持股5%以上股东甘化科工发来的《股份减持计划告知函》，因经营发展需要，甘化 科工拟调整及优化对已上市参股企业的持股比例，拟于减持预披露公告披露之日起15个交易日后的3个 月内，即2025年6月30日起至2025年9月28日期间，以集中竞价方式减持股份不超过1%（即不超过 736,800股），以大宗交易方式减持股份不超过2%（即不超过1,4 ...

Group 1: Major Asset Restructuring - Haitai Development plans to acquire controlling stake in Zhixueyun (Beijing) Technology Co., Ltd. through cash payment, with transaction price and acquisition ratio to be further negotiated [1] - This transaction is expected to constitute a major asset restructuring upon completion, with Zhixueyun becoming a subsidiary of Haitai Development [1] Group 2: Share Acquisition - Maipu Medical has approved a plan to purchase 100% equity of Yijie Medical through a combination of issuing shares and cash payment, involving 10 transaction parties [2] Group 3: Shareholding Reduction - Wenta Technology's major shareholder, Wuxi Guolian, plans to reduce its stake by up to 3%, amounting to a maximum of 37.34 million shares [3] - Jingjin Electric's shareholders plan to collectively reduce their holdings by up to 3.25%, with specific reductions from various shareholders totaling 1.25 million shares [4] - Kaiwei Technology's major shareholder, Ganhua Science and Technology, intends to reduce its stake by up to 3% through both centralized bidding and block trading [5] Group 4: Stock Price Fluctuations - Nanhua Futures reported a 20% cumulative deviation in stock price over three trading days, confirming that there have been no significant changes in its business operations [7] - Yuyin Co. also experienced a 20% cumulative deviation in stock price, with no undisclosed significant matters affecting its operations [8] Group 5: Insider Trading Investigation - Yaqi International's supervisor, Peng Zhiyun, is under investigation for suspected insider trading, which is unrelated to the company's daily operations [6]

Group 1 - The major shareholder of Kaiweite, Ganhua Technology (000576), plans to reduce its holdings between June 30, 2025, and September 28, 2025 [1] - The reduction will occur through centralized bidding, with a maximum of 736,800 shares, and through block trading, with a maximum of 1,473,600 shares, totaling a maximum reduction of 3% [1] - Ganhua Technology currently holds 14.32% of the company's shares, and the reason for the reduction is stated as operational development needs [1]

Market Overview - The Shanghai Composite Index rose by 0.42% on June 4, with 28 out of 31 sectors experiencing gains, led by the beauty and personal care sector with a 2.63% increase, followed by the comprehensive sector at 2.53% [1] - The transportation, defense, and public utilities sectors saw declines, with decreases of 0.58%, 0.24%, and 0.12% respectively [1] Capital Flow Analysis - The net inflow of capital in the two markets was 1.074 billion yuan, with 17 sectors receiving net inflows [1] - The electronics sector had the highest net inflow of 3.070 billion yuan, increasing by 1.17%, followed by the non-bank financial sector with a net inflow of 1.588 billion yuan and a daily increase of 0.99% [1] - Conversely, 14 sectors experienced net outflows, with the automotive sector leading at a net outflow of 1.787 billion yuan, followed closely by the defense sector with a net outflow of 1.740 billion yuan [1] Defense Industry Performance - The defense industry declined by 0.24% with a net outflow of 1.740 billion yuan, comprising 139 stocks, of which 55 rose and 79 fell [2] - Among the stocks with net inflows, 35 saw positive capital flow, with the top three being Guoguang Electric with 45.7192 million yuan, followed by Ganhuakegong with 43.3232 million yuan, and Aerospace Rainbow with 37.7146 million yuan [2] - The stocks with the highest net outflows included Haige Communication with a net outflow of 214.9181 million yuan, followed by Sichuang Electronics with 122.2263 million yuan, and Taihao Technology with 101.6526 million yuan [3] Defense Industry Capital Inflow and Outflow - **Top Inflow Stocks**: - Guoguang Electric: -0.98% change, 3.15% turnover rate, 45.7192 million yuan inflow [2] - Ganhuakegong: 6.77% change, 11.31% turnover rate, 43.3232 million yuan inflow [2] - Aerospace Rainbow: 1.83% change, 10.54% turnover rate, 37.7146 million yuan inflow [2] - **Top Outflow Stocks**: - Haige Communication: -2.19% change, 10.40% turnover rate, -214.9181 million yuan outflow [3] - Sichuang Electronics: -4.81% change, 16.98% turnover rate, -122.2263 million yuan outflow [3] - Taihao Technology: -2.29% change, 4.60% turnover rate, -101.6526 million yuan outflow [3]