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]

New Stock Issuance - Huadian New Energy (证券代码: 730930) issued shares at a price of 3.18 on July 7, 2025[1] - Jichuan Pharmaceutical (证券代码: 600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (证券代码: 603389) has a tender offer period from June 10 to July 9, 2025[1] Trading Alerts - The last trading day for TSM Jinguang (证券代码: 600190) is in 9 trading days[1] - The last trading day for TSM Jinyou (证券代码: 600462) is in 5 trading days[1] - The last trading day for TSM Gongzhi (证券代码: 000584) is in 3 trading days[1] Abnormal Fluctuations - Northern Long (证券代码: 301357) is experiencing severe abnormal fluctuations[1] - ST Dongjing (证券代码: 002199) reported abnormal fluctuations[3] - ST Yunchuang (证券代码: 835305) reported abnormal fluctuations on July 4, 2025[3]

好上好今日下跌5.14%，全天换手率39.15%，成交额20.28亿元，振幅7.87%。龙虎榜数据显示，机构净 买入3158.16万元，深股通净买入3695.41万元，营业部席位合计净买入1748.23万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专用 | 3920.76 | 225.34 | | 买二 | 中国国际金融股份有限公司上海分公司 | 3758.04 | 44.55 | | 买三 | 机构专用 | 3158.16 | 0.00 | | 买四 | 平安证券股份有限公司深圳分公司 | 3129.25 | 77.38 | | 买五 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 部 | 2139.90 | 3121.42 | | 卖一 | 国信证券股份有限公司浙江互联网分公司 | 1766.74 | 3359.70 | | 卖二 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 部 | 2139.90 | 3121.42 | | 卖三 | 东方财富证券股份 ...

Group 1 - The company "好上好" (001298) experienced a decline of 5.14% in its stock price today [1] - The trading volume reached 2.028 billion yuan, with a turnover rate of 39.15% [1] - According to the post-market data, the Shenzhen Stock Connect special seat bought 39.2076 million yuan and sold 2.2534 million yuan [1] Group 2 - One institutional special seat had a net purchase of 31.5816 million yuan [1]

Market Overview - On July 4, the Shanghai Composite Index rose by 0.32%, while the Shenzhen Component Index and the ChiNext Index fell by 0.25% and 0.36% respectively [2] - A total of 54 stocks appeared on the "Dragon and Tiger List" due to significant price movements, with the highest net inflow of funds being 111 million yuan into Jingxin Pharmaceutical (002020.SZ) [3][5] Stock Performance - Jingxin Pharmaceutical saw a net purchase of 111 million yuan, accounting for 9.41% of its total trading volume, and closed up by 10.02% with a turnover rate of 11.2% [3][5] - The stock with the highest net outflow was Haoshanghao (001298.SZ), which experienced a net sell of 110 million yuan, representing 4.06% of its total trading volume, and closed down by 10.01% with a turnover rate of 49.46% [6][3] Institutional Activity - On the same day, 24 stocks on the Dragon and Tiger List had institutional participation, with institutions net buying 91,500 yuan in total [7] - The stock with the highest institutional net purchase was Shenzhou Cell (688520.SH), which closed up by 16.46% and had a turnover rate of 4.53% [7][8] Northbound Capital Flow - Northbound funds participated in 14 stocks on the Dragon and Tiger List, with a total net outflow of 243 million yuan [12] - The highest net purchase by northbound funds was also in Jingxin Pharmaceutical, amounting to 48.64 million yuan, while the highest net sell was in Jingbeifang (002987.SZ) at 180 million yuan [12][14] Summary of Institutional and Northbound Fund Activities - Institutions and northbound funds jointly net bought stocks such as Longyang Electronics, Guangsheng Hall, and Shenzhou Cell, while they jointly net sold stocks including Lingang Steel, Yingfang Micro, and Haoshanghao [14][15] - The total net purchase by institutions for Shenzhou Cell was 155.81 million yuan, while the total net sell for Haoshanghao was 249.7 million yuan [15]

Group 1 - The company "好上好" (stock code: 001298) experienced a limit down today, indicating a significant drop in stock price [1] - The trading volume reached 2.703 billion yuan, with a turnover rate of 49.46%, suggesting high trading activity [1] - Data from the post-market龙虎榜 shows that the Shenzhen Stock Connect special seat bought 1.567 million yuan and sold 11.8 million yuan, indicating a net selling trend [1] Group 2 - One institutional special seat recorded a net sell of 24.968 million yuan, reflecting potential bearish sentiment among institutional investors [1]