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Core Insights - The company, Haoshanghao (001298), reported that as of July 31, 2025, it expects to have a total of 60,772 accounts combining both ordinary and margin trading credit accounts [1] Summary by Category - **Company Performance** - The company anticipates a total of 60,772 accounts by the specified date, indicating growth in its customer base [1] - **Market Position** - The increase in accounts suggests a strengthening position in the market, potentially reflecting increased investor interest and engagement [1] - **Future Outlook** - The projection for account growth until mid-2025 indicates a positive outlook for the company's operations and market strategy [1]

Core Viewpoint - The storage chip sector has shown a positive performance with a 1.40% increase, ranking sixth among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Sector Performance - As of August 7, the storage chip concept increased by 1.40%, with 68 stocks rising, including Dongxin Co. and Ashi Chuang, which hit the 20% limit up [1]. - Notable gainers in the sector included Yingfangwei, Dawi Co., and Haoshanghao, all reaching the limit up [1]. - The top performers in terms of percentage increase were Zhongfu Information, Guoke Micro, and Aerospace Zhizhuang, with increases of 9.23%, 9.22%, and 7.21% respectively [1]. Group 2: Capital Inflow - The storage chip sector attracted a net inflow of 2.266 billion yuan, with 58 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow [2]. - Yingfangwei led the sector with a net inflow of 521 million yuan, followed by Dongxin Co., Haoshanghao, and Lankai Technology with net inflows of 370 million yuan, 264 million yuan, and 256 million yuan respectively [2]. Group 3: Stock Performance Metrics - Yingfangwei, Dawi Co., and Haoshanghao had the highest net inflow ratios at 30.31%, 18.77%, and 17.79% respectively [3]. - The trading metrics for key stocks in the storage chip sector included Yingfangwei with a 10.04% increase and a turnover rate of 28.76%, while Dongxin Co. saw a 20% increase with a turnover rate of 14.65% [3][4].

Market Performance - As of August 7, the MCU chip concept index rose by 1.18%, ranking 7th among concept sectors, with 46 stocks increasing in value [1] - Notable gainers included Fuman Micro, which hit the daily limit with a 20% increase, followed by Haoshanghao at 9.99%, and Nanchip Technology at 9.10% [1][2] Sector Analysis - The MCU chip sector saw a net inflow of 9.52 billion yuan from main funds, with 37 stocks experiencing net inflows [2] - The top three stocks by net inflow were Silan Micro (3.75 billion yuan), Haoshanghao (2.64 billion yuan), and Fuman Micro (2.35 billion yuan) [2][3] Stock Performance - Fuman Micro led with a net inflow rate of 22.39%, followed by Haoshanghao at 17.79% and Biyi Micro at 11.58% [3] - Other notable performers included Silan Micro with a 5.40% increase and Nanchip Technology with a 7.21% increase [4] Decliners - Declining stocks included Lexin Technology, which fell by 2.24%, Fudan Microelectronics down by 2.13%, and Taijing Technology down by 1.56% [1][6]

Core Viewpoint - The chip sector experienced significant gains on August 7, with multiple companies reaching their daily price limits, indicating strong market interest and potential bullish sentiment in the industry [1] Group 1: Stock Performance - Chip stocks saw an expanded upward trend in the afternoon, with notable companies such as Astone Technology and Haoshanghao hitting their daily price limits [1] - Other companies including Fuman Micro, Dongxin Co., Yingfang Micro, Dwei Co., and Sida Semiconductor also reached their daily price limits, showcasing a broad rally in the sector [1] - New Henghui, Guoke Micro, Chip Guide Technology, and Taiji Co. all experienced gains exceeding 10%, further highlighting the positive momentum in the chip industry [1]

证券代码：001298 证券简称：好上好 公告编号：2025-045 深圳市好上好信息科技股份有限公司 关于公司为子公司提供担保的进展公告 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，不存在 任何虚假记载、误导性陈述或者重大遗漏。 一、担保情况概述 深圳市好上好信息科技股份有限公司（以下简称"公司"）于 2025 年 5 月 16 日召开 2024 年年度股东大会，审议通过了《关于公司及子公司 2025 年度对 外担保额度预计的议案》，同意 2025 年度公司为子公司提供担保、子公司与子 公司之间的担保额度总计不超过人民币 588,600 万元或等值外币（含已审批未到 期额度）。其中公司对资产负债率 70%以上的子公司的担保额度为 365,000 万元， 对资产负债率 70%以下的子公司的担保额度为 72,000 万元，子公司与子公司之 间的担保额度为 151,600 万元，上述额度包括新增担保及原有担保的展期或者续 保。具体内容详见公司于 2025 年 4 月 25 日在巨潮资讯网（www.cninfo.com.cn） 上披露的《关于公司及子公司 2025 年度对外担保额度预计的公告》（公告编 ...

Core Viewpoint - The semiconductor industry in China is experiencing significant growth, with many companies reporting substantial increases in their H1 2025 performance and a surge in IPO applications across various stock markets [2][3][6]. Group 1: Company Performance - Several semiconductor companies have reported impressive H1 2025 earnings forecasts, including: - Rockchip expects revenue of approximately 204.5 million yuan, a year-on-year increase of about 64%, and a net profit of 52 million to 54 million yuan, representing a growth of 185% to 195% [3]. - Chipone anticipates H1 revenue of around 63 million yuan, up about 38%, with a net profit of approximately 9 million yuan, reflecting a 104% increase [3]. - Allwinner Technology forecasts a net profit of 156 million to 171 million yuan, a growth of 31.02% to 43.62% [4]. - Dinglong Co. expects revenue of about 1.727 billion yuan, a 14% increase, with a net profit of 290 million to 320 million yuan, marking a growth of 33.12% to 46.9% [4]. - Jingfang Technology anticipates a net profit of 150 million to 175 million yuan, a year-on-year increase of 36.28% to 58.99% [4]. - Haoshanghao expects a net profit of 28 million to 35 million yuan, a growth of 42.49% to 78.11% [4]. - Hanjin Technology forecasts a net profit of 13 million to 18 million yuan, a decline of 45.42% to 60.58% [4]. - Demingli expects revenue of 3.8 billion to 4.2 billion yuan, a growth of 74.63% to 93.01%, but anticipates a net loss of 80 million to 120 million yuan [5]. Group 2: IPO Activity - The capital market is witnessing a surge in IPO applications from semiconductor companies, with 21 firms submitting applications to A-shares in H1 2025, aiming to raise a total of 46.5 billion yuan [6][9]. - The Sci-Tech Innovation Board is the most favored listing platform, accounting for over 50% of the applications, reflecting its alignment with the semiconductor industry's focus on "hard technology" [6]. - Notable companies among the applicants include: - Moer Thread, seeking to raise 8 billion yuan, focusing on GPU and related products [8]. - Shanghai Super Silicon, aiming for 4.965 billion yuan, specializing in semiconductor wafers [8]. - Zhaoxin Integrated Circuit, targeting 4.169 billion yuan, focusing on high-end general-purpose processors [8]. - The ChiNext Board attracted four companies, planning to raise approximately 5.84 billion yuan, while the Beijing Stock Exchange received five applications from smaller semiconductor firms [9].

Group 1 - The company expects a net profit attributable to shareholders of between 28 million to 35 million yuan for the first half of 2025, representing an increase of 42.49% to 78.11% compared to the same period last year, which was 19.65 million yuan [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 26.5 million to 33.5 million yuan, an increase of 69.09% to 113.76% compared to last year's 15.67 million yuan [1] - The basic earnings per share are anticipated to be between 0.09 yuan to 0.12 yuan, compared to 0.096 yuan per share in the previous year [1] Group 2 - The increase in operating performance for the first half of 2025 compared to the same period in 2024 is primarily attributed to growth in sales scale and an increase in gross profit, along with a decrease in financing costs, particularly the interest on overseas US dollar loans [1]

[2025 Semi-Annual Performance Forecast](index=1&type=section&id=Shenzhen%20Haoshanghao%20Information%20Technology%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Core Performance Indicators Forecast](index=1&type=section&id=I.%20Expected%20Performance%20for%20the%20Current%20Period) The company forecasts a significant year-on-year increase in 2025 H1 net profit and non-recurring net profit, ranging from 42.49% to 113.76% Key Performance Indicators Forecast | Item | Current Period (2025 H1) | Prior Period (2024 H1) | Year-on-Year Change | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: 28.00 million RMB to 35.00 million RMB | Profit: 19.65 million RMB | Increase: 42.49% to 78.11% | | **Net Profit Excluding Non-Recurring Items** | Profit: 26.50 million RMB to 33.50 million RMB | Profit: 15.67 million RMB | Increase: 69.09% to 113.76% | | **Basic Earnings Per Share** | Profit: 0.09 RMB/share to 0.12 RMB/share | Profit: 0.096 RMB/share | - | - The company confirms a **year-on-year increase** in the current period's performance forecast[3](index=3&type=chunk) [Analysis of Performance Change Reasons](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Change%20Reasons) The primary drivers for the 2025 H1 year-on-year performance growth are increased gross profit from expanded sales volume and reduced financing costs, particularly lower interest on overseas USD loans - Core drivers for performance growth include: - Increased sales volume compared to the prior year - Corresponding increase in gross profit - Decrease in financing costs, especially reduced interest on overseas USD loans[4](index=4&type=chunk) [Other Statements and Risk Disclosures](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm%20%26%20IV.%20Risk%20Disclosure) The company states this performance forecast is a preliminary internal assessment, unaudited by certified public accountants, and advises investors that final financial data will be disclosed in the 2025 semi-annual report, urging caution regarding investment risks - This performance forecast is a **preliminary estimate** by the company's finance department and has not been audited by certified public accountants[3](index=3&type=chunk)[5](index=5&type=chunk) - The company reminds investors that final data will be based on the 2025 semi-annual report, and **investment risks** should be considered[5](index=5&type=chunk)

Core Viewpoint - The company expects a significant increase in net profit for the first half of 2025, projecting a range of 28 million to 35 million yuan, which represents a year-on-year increase of 42.49% to 78.11% compared to 19.65 million yuan in the same period last year [1] Financial Performance - The net profit attributable to shareholders is projected to be between 28 million and 35 million yuan, up from 19.65 million yuan, indicating a substantial growth [1] - The net profit after deducting non-recurring gains and losses is expected to be between 26.5 million and 33.5 million yuan, compared to 15.67 million yuan in the previous year, reflecting an increase of 69.09% to 113.76% [1] - The basic earnings per share are forecasted to be between 0.09 yuan and 0.12 yuan [1] Operational Factors - The increase in operating performance for the first half of 2025 compared to the same period in 2024 is attributed to a growth in sales scale, an increase in gross profit, and a decrease in financing costs compared to the previous year [1]