Core Viewpoint - The China Securities Regulatory Commission (CSRC) has announced additional requirements for the filing of overseas issuance and listing materials, specifically targeting Guanghe Technology's compliance with domestic and foreign investment regulations [1] Group 1: Regulatory Requirements - CSRC requires Guanghe Technology to clarify whether its domestic subsidiaries are in compliance with the "Interim Measures for the Administration of Overseas Issuance of Securities and Listing by Domestic Enterprises" [1] - The commission also demands an explanation regarding the business scope and actual operations of the issuer and its subsidiaries, particularly in relation to the "Negative List for Foreign Investment Access (2024 Edition)" [1] Group 2: Company Overview - Guanghe Technology is identified as a leading global manufacturer of key components for computing power servers, specializing in the research, production, and sales of customized PCBs for computing power servers and other related scenarios [1] - The company offers PCBs for computing power scenarios, industrial applications, and consumer electronics [1]

Group 1 - The China Securities Regulatory Commission (CSRC) has published additional requirements for overseas listing applications, specifically for Guanghe Technology (001389) [1] - CSRC requires Guanghe Technology to clarify whether its domestic subsidiaries fall under the prohibited circumstances for overseas issuance and listing as per the relevant regulations [1] - Guanghe Technology has submitted its listing application to the Hong Kong Stock Exchange, with CITIC Securities and HSBC acting as joint sponsors [1] Group 2 - CSRC also demands clarification on whether the business scope and actual operations of the issuer and its subsidiaries involve areas restricted or prohibited for foreign investment according to the negative list [1] - Guanghe Technology is a leading global manufacturer of key components for computing servers, focusing on the research, production, and sales of customized PCBs for computing servers and other computing scenarios [1] - The company offers PCBs for computing scenarios, industrial scenarios, and consumer scenarios [1]

Group 1 - The China Securities Regulatory Commission (CSRC) has published supplementary material requirements for overseas issuance and listing, specifically for Guanghe Technology [1] - Guanghe Technology has submitted a listing application to the Hong Kong Stock Exchange, with CITIC Securities and HSBC acting as joint sponsors [1] - The CSRC requires Guanghe Technology to clarify whether its domestic subsidiaries fall under the prohibited circumstances for overseas issuance as per the relevant regulations [1] Group 2 - Guanghe Technology is a leading global manufacturer of key components for computing servers, primarily engaged in the research, production, and sales of customized PCBs for computing servers and other computing scenarios [1] - The company offers PCBs for computing scenarios, industrial scenarios, and consumer scenarios [1] - The CSRC also demands clarification on whether the issuer and its subsidiaries' business operations involve areas restricted or prohibited for foreign investment according to the negative list [1]

证券日报网讯广合科技（001389）9月5日在互动平台回答投资者提问时表示，东莞工厂非全制程工厂， 主要为广州工厂提供工序配套服务，黄石工厂稼动率已超过80%，后续将对黄石工厂进行针对性的技术 改造，产能有较大的提升空间，泰国工厂已于2025年6月正式投产，目前正处于产能爬坡阶段，二季度 已完成部分核心客户的审核，下半年将继续加快推动重点客户认证和产品导入工作。目前公司各项技改 扩产的规划主要针对数通类高端PCB产品，可以支持到公司的业务发展需要。 ...

| 权益类证券大宗交易(协议交易) | | | | | | | | 画下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | | | | | (元) | 万股/万份) | (万元) | | | | | 2025-09-05 | 001389 | 广合科技 | 59.11 | 67.66 | | 3,999.38 国泰海通证券股份 | 国泰海通证券股份 | | | | | | | | | 有限公司深圳福田 | 有限公司深圳福田 | | 9月5日，广合科技大宗交易成交67.66万股，成交额3999.38万元，占当日总成交额的6.92%，成交价 59.11元，较市场收盘价69元折价14.33%。 ...

Group 1: Company Announcements - Nengke Technology's AI products and services are still in the early stages of development [1] - Zhongmin Energy plans to invest 1.177 billion yuan in the construction of the Changle B District offshore wind farm project [1] - Kesi Technology won a bid for a project worth 61.7584 million yuan for hardware and software [1] - Anyang Iron and Steel is selling all shares of Yongtong Company and Yuhe Company to its controlling shareholder, Angang Group [1] - Haomuxing intends to repurchase shares worth between 18 million to 36 million yuan [1] Group 2: Performance Reports - Wuliangye reported a net profit of 19.49 billion yuan for the first half of the year, an increase of 2.28% year-on-year [2] - Transsion Holdings experienced a net profit of 1.213 billion yuan, a decrease of 57.48% year-on-year [2] - China National Offshore Oil Corporation (CNOOC) reported a net profit attributable to shareholders of 69.533 billion yuan, a decrease of 13% year-on-year [2] - China Life Insurance achieved a net profit of 40.931 billion yuan, an increase of 6.9% year-on-year, with total premiums of 525.088 billion yuan [2] Group 3: Shareholding Changes - Hehui Optoelectronics plans to reduce its holdings by no more than 2% [2] - Zheng Liansong, the actual controller of Zhengyu Industrial, intends to reduce his holdings by no more than 1% [2] - Wang Shuqin from Hengyin Technology plans to reduce her holdings by no more than 3% [2]

证券日报网讯广合科技（001389）8月28日在互动平台回答投资者提问时表示，公司不生产铜箔，公司 会基于铜箔材料研究其材料特性及加工方法。 ...

Group 1: Company Performance - Honghe Technology reported a net profit increase of 10,588% year-on-year for the first half of the year, with revenue of 550 million yuan, up 35% [2] - Zhongtai Co. expects a net profit of 325 million to 355 million yuan for the first three quarters, representing a growth of 71.36% to 87.19% year-on-year, with Q3 net profit projected at 190 million to 220 million yuan, a year-on-year increase of 187.60% to 233.01% [3] - Guanghe Technology plans to invest 2.6 billion yuan in the construction of a cloud manufacturing base to expand high-end printed circuit board production capacity, with a project cycle from late 2025 to 2027 [3] Group 2: Market Trends - The stock market saw a significant drop in the afternoon, with both the Shanghai and Shenzhen indices falling over 1%, and a total trading volume of 3.17 trillion yuan, an increase of 486.5 billion yuan from the previous trading day [1] - Market hotspots were concentrated in computing power and chip sectors, with over 4,700 stocks declining, while sectors like CPO, rare earths, and semiconductors showed gains [1] - In the US market, major indices experienced slight gains, with the Dow up 0.32%, S&P 500 up 0.24%, and Nasdaq up 0.21%, driven by increases in large tech stocks [4]

广合科技（001389）(001389.SZ)公告，公司拟通过招拍挂方式购买位于广州市黄埔区东江大道以东的 土地使用权并投资建设云擎智造基地项目。项目投资金额约26亿元人民币(含购买土地使用权款)，公司 将以自有资金、银行贷款或其他融资方式出资，用于项目的开发和运营，本次投资建设项目周期为2025 年下半年至2027年。 据悉，经过公司多年的技术积累与发展，公司具备46层高多层板的量产能力并完成7阶HDI制造工艺的 验证。随着与客户合作的广度和深度不断增强，基于广州工厂现有的订单负荷及物理空间限制，无法满 足所有客户高多层PCB和HDI等高端PCB产品的需求。因此，本项目的实施将进一步扩大公司高端PCB 业务规模，满足服务器应用领域客户的需求，提升核心产品的竞争力。 ...

格隆汇8月27日丨广合科技(001389.SZ)公布，为把握行业发展机遇，扩大优势产品产能，提升智能制造水平，根据公司中长期战略发展规划，公司拟通过招拍挂方式购买广州开发区规划和自 经过公司多年的技术积累与发展，公司具备46层高多层板的量产能力并完成7阶HDI制造工艺的验证。随着与客户合作的广度和深度不断增强，基于广州工厂现有的订单负荷及物理空间限制，无 ...