Group 1 - The core strategy of the company is to implement a "cultural tourism + technology" approach to enhance its overall strength and competitiveness [1] - The company plans to acquire 60% equity of Changxing Semiconductor from Xingyu Investment and Xia Shaojie for a transaction price of RMB 52 million, based on an assessed value of RMB 926.5 million for the entire equity of Changxing Semiconductor [1] - After the completion of the transaction, Changxing Semiconductor will be included in the company's consolidated financial statements [1] Group 2 - The company has established a strategic direction to expand into the technology sector, aiming to quickly enter new markets with significant growth potential through acquisitions [2] - Changxing Semiconductor has extensive experience in NAND Flash chip packaging and testing, possessing mature packaging capacity and excellent technology and industry resources [2] - The business model and growth drivers of Changxing Semiconductor align well with the company's current acquisition strategy [2]

证券代码：000620 证券简称：盈新发展 公告编号：2026-005 北京铜官盈新文化旅游发展股份有限公司 关于召开 2026 年第一次临时股东会的通知 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、召开会议的基本情况 7、出席对象： 1、股东会届次：2026 年第一次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所 股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公 司规范运作》等法律、行政法规、部门规章、规范性文件及《公司章程》的有关 规定。 4、会议时间： （1）现场会议时间：2026 年 2 月 12 日 14:30 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2026 年 2 月 12 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互 联网投票系统投票的具体时间为 2026 年 2 月 12 日 9:15 至 15:00 的任意时间。 5、会议的召开方式：现场表决与网络投票相结合。 6、会议的股 ...

北京铜官盈新文化旅游发展股份有限公司 第十一届董事会第十九次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 股票代码：000620 股票简称：盈新发展 公告编号：2026-003 一、董事会会议召开情况 北京铜官盈新文化旅游发展股份有限公司（以下简称"公司"）第十一届董 事会第十九次会议通知于2026年1月26日以电子邮件方式向公司全体董事发出， 会议于2026年1月27日以通讯方式召开。本次会议应参会董事8名，实际出席董事 8名。本次会议由公司董事长王赓宇先生主持。本次会议的召集、召开及表决程 序符合有关法律、行政法规、部门规章、规范性文件及《公司章程》的规定。 二、董事会会议审议情况 特此公告。 北京铜官盈新文化旅游发展股份有限公司董事会 2026年1月27日 具体内容详见公司于同日发布在巨潮资讯网（http://www.cninfo.com.cn）上 的《关于收购广东长兴半导体科技有限公司控制权的公告》（公告编号：2026-004）。 本议案表决结果为 8 票赞成，0 票反对，0 票弃权；本议案尚需提交公司股 东会审议。 （二）审议通过了《 ...

Market Overview - The real estate development sector experienced a decline of 2.03% on January 26, with Hualian Holdings leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable gainers included Suzhou Gaoxin, which rose by 10.06% to a closing price of 7.88, and Wolong New Energy, which increased by 9.97% to 8.71 [1] - Hualian Holdings saw a significant drop of 10.01%, closing at 6.29, with a trading volume of 156.48 million shares [2] Trading Volume and Capital Flow - The real estate development sector saw a net outflow of 1.837 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.08 billion yuan [2] - The trading volume for Suzhou Gaoxin was 528,200 shares, with a transaction value of 414 million yuan [1] Individual Stock Capital Flow - Suzhou Gaoxin had a net inflow of 1.18 billion yuan from institutional investors, representing 28.48% of its total trading volume [3] - Hualian Holdings faced a net outflow of 614.58 million yuan from retail investors, indicating a negative sentiment towards the stock [3]

Group 1 - The stock of Yingxin Development reached the daily limit, with a turnover rate of 12.53% and a transaction amount of 1.894 billion yuan, showing a fluctuation of 10.16% [2] - Institutional investors net sold 37.1556 million yuan, while the Shenzhen Stock Connect saw a net purchase of 26.0108 million yuan, and the total net purchase from brokerage seats was 161 million yuan [2] - The stock was listed on the daily trading bulletin due to a price deviation of 10.13%, with the top five trading seats contributing a total transaction of 569 million yuan, including a net purchase of 150 million yuan [2] Group 2 - Over the past six months, the stock has appeared on the trading bulletin 13 times, with an average price increase of 1.43% the next day and an average increase of 7.20% over the following five days [3] - The stock experienced a net inflow of 580 million yuan in principal funds today, with a significant net inflow of 631 million yuan from large orders, while large orders saw a net outflow of 51.3045 million yuan [3] - In the last five days, the net inflow of principal funds amounted to 289 million yuan [3] Group 3 - On January 16, the trading information showed that the top buying and selling seats included the Shenzhen Stock Connect, which had a buying amount of 1.106272 billion yuan and a selling amount of 846.164 million yuan [4] - Other notable buying seats included Kaiyuan Securities and Guotai Junan Securities, with significant buying amounts of 1.069025 billion yuan and 0.851258 billion yuan respectively [4] - The selling seats included institutional specialized seats, with a total selling amount of 2.27032 million yuan from one of the top selling seats [4]

Group 1 - The core point of the news is that Yingxin Development's stock price dropped by 5.23% to 3.08 CNY per share, with a trading volume of 9.67 billion CNY and a turnover rate of 6.57%, resulting in a total market capitalization of 18.085 billion CNY [1] - Yingxin Development, established on June 25, 1993, and listed on October 29, 1996, is primarily engaged in real estate development and operation, with its main business revenue composition being 45.07% from the cultural tourism sector, 27.62% from residential property sales, and 27.31% from other supplementary activities [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under Southern Fund is among the top shareholders of Yingxin Development. The Southern CSI Real Estate ETF Initiated Link A (004642) reduced its holdings by 254,600 shares in the third quarter, now holding 29.6995 million shares, which accounts for 0.64% of the circulating shares. The estimated floating loss today is approximately 5.0489 million CNY [2] - The Southern CSI Real Estate ETF Initiated Link A (004642) was established on August 24, 2017, with a current scale of 202 million CNY. Year-to-date returns are 4.73%, ranking 3080 out of 5517 in its category; over the past year, returns are 15%, ranking 3798 out of 4203; since inception, it has incurred a loss of 40.49% [2]

Group 1 - The core viewpoint of the news is that Yingxin Development has experienced a significant decline in stock price and financial performance, with a notable drop in revenue and net profit [1][2]. - As of January 12, Yingxin Development's stock price decreased by 2.14% to 3.20 CNY per share, with a total market capitalization of 18.79 billion CNY [1]. - The company has seen a year-to-date stock price increase of 19.40%, with a 90.48% increase over the past 60 days [1]. Group 2 - For the period from January to September 2025, Yingxin Development reported a revenue of 1.169 billion CNY, a year-on-year decrease of 48.38%, and a net profit of -486 million CNY, a decrease of 682.00% [2]. - The number of shareholders as of September 30 was 72,100, a decrease of 4.15% from the previous period, while the average circulating shares per person increased by 4.33% to 64,813 shares [2]. - Yingxin Development has not distributed any dividends in the past three years, with a total payout of 1.428 billion CNY since its A-share listing [3].

Core Viewpoint - Yingxin Development is in the process of acquiring control of Guangdong Changxing Semiconductor Technology Co., Ltd. to pivot towards the high-growth semiconductor sector amid declining revenues and ongoing losses in its main business areas [1][2][3]. Acquisition Progress - Yingxin Development signed a supplementary agreement to the equity acquisition intention agreement, committing to pay an exclusive intention fee of RMB 10 million within three working days [2][9]. - The company plans to acquire an 81.8091% stake in Changxing Semiconductor, which specializes in memory chip packaging and testing, aiming to gain control post-transaction [2][10]. Financial Performance and Challenges - Yingxin Development has faced significant revenue declines and continuous losses in its tourism and real estate sectors, necessitating the search for new growth engines [1][6][14]. - The company reported a high asset-liability ratio of 58.49% as of Q3 2025, with cash short-term debt coverage ratio at 0.95, indicating liquidity challenges [15]. Market Context - The semiconductor industry is experiencing a new round of price increases driven by demand from the AI sector, which has positively impacted stock prices of related companies [3][10]. - Following the acquisition announcement, Yingxin Development's stock surged by up to 133%, although shareholder reductions were noted shortly after [3][11]. Changxing Semiconductor's Position - Changxing Semiconductor is categorized as a second-tier packaging and testing factory, focusing on niche DRAM/NAND packaging, but has not entered the supply chains of first-tier manufacturers [4][12]. - The company faces challenges such as a shallow patent pool and reliance on foreign suppliers for high-end equipment, which may hinder its competitive edge [4][12].

Core Viewpoint - The company is actively progressing on the acquisition of Guangdong Changxing Semiconductor and is committed to enhancing its core competitiveness and long-term investment value for its investors [1] Group 1 - The company provided an update on the acquisition of Guangdong Changxing Semiconductor on January 6, 2026 [1] - The management emphasized adherence to regulatory decision-making processes and information disclosure obligations [1] - The company aims to diligently advance its strategic plans to reward investor support [1]

Market Overview - The Shanghai Composite Index experienced narrow fluctuations, approaching the 4100-point mark, while the ChiNext Index saw a pullback after a rise. Notable gains were observed in sectors such as photolithography machines and coal, with several stocks hitting the daily limit. The total trading volume reached 2.88 trillion [1]. Key Highlights Photolithography Sector - The photolithography sector saw significant gains, with stocks like Guofeng New Materials and Tongcheng New Materials hitting the daily limit. The catalyst for this surge was the change in shareholder information at Weiyao Industrial, where Shanghai Microelectronics exited and Chip Up Microelectronics became the new sole shareholder, indicating a potential return of related assets to the Shanghai Microelectronics platform [4]. - Analysts believe that the systematic layout of the "02 Special" policy will accelerate the iteration of domestic technology in core areas such as optics and immersion systems, with companies like Shanghai Microelectronics achieving breakthroughs in 90nm ArF models [5]. Domestic Chip Sector - The domestic chip sector also experienced a strong rally, with stocks like Yingxin Development and Youa Shares hitting the daily limit. This surge was catalyzed by a significant rise in U.S. storage companies, with Micron Technology and SanDisk achieving record highs [7]. - According to Huaxing Securities, domestic memory chip manufacturers are expected to accelerate production expansion between 2025 and 2027, indicating rapid growth in China's storage industry and an increase in market share for domestic equipment suppliers [9]. Coal Sector - The coal sector saw a collective rise, with companies like Antai Group and Daya Energy hitting the daily limit. Futures for coking coal and coke also reached their daily limit [10]. - Guohai Securities noted that the supply constraints in the coal mining industry remain unchanged, while demand may fluctuate, suggesting a potential improvement in the supply-demand relationship by 2026, with coal prices expected to stabilize around 750 yuan for thermal coal and 1550 yuan for coking coal [11]. Other Sectors - The commercial aerospace sector remained active, with stocks like Leike Defense achieving multiple consecutive gains. The storage and robotics sectors also showed positive performance, while the brain-computer interface and lithium battery sectors faced declines [12].