Group 1 - Unisplendour Corporation has decided to terminate its plan to issue H-shares and list on the Hong Kong Stock Exchange due to strategic development considerations [2] - Yuandong Biotech is participating in a follow-up procurement for 13 products, with expected sales revenue of approximately 651 million yuan in 2024, accounting for 48.25% of total revenue [3] - Blue Lithium has terminated its participation in the GreenMei Indonesia project due to strategic adjustments by GreenMei, with no significant impact on its operations [4] Group 2 - Jinhaitong plans to invest up to 400 million yuan in the construction of a semiconductor equipment manufacturing center in Shanghai, covering an area of 55,000 square meters [5] - Kaiying Network's subsidiary has signed a settlement agreement with Legend IP, which is expected to positively impact profits by approximately 200 million yuan [6] - Newray plans to acquire 70% of PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position in the PCB tool sector [7] Group 3 - Longbai Group intends to acquire a 5.46% stake in Yunnan Guotai for 234 million yuan [8] - Dawi Technology's Zhangbei data center project is set to be completed by October 2025, primarily providing customized standard data center environments [9] Group 4 - Guobang Electronics reported a net profit of 508 million yuan for 2025, a year-on-year increase of 4.72%, despite a revenue decline of 7.92% [11] - Daotong Technology achieved a net profit of 935 million yuan in 2025, reflecting a significant year-on-year growth of 45.89% [12] - Jingchen Co. reported a net profit of 871 million yuan for 2025, with a growth of 6% year-on-year [13] Group 5 - Qizhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan to implement an employee stock ownership plan [17] - Keri Technology's shareholders plan to reduce their holdings by a total of up to 3.13% of the company's shares [19] Group 6 - Roman Co. signed a 260 million yuan contract for a wind power project, with the company’s share of the contract amounting to approximately 190 million yuan [21] - Zhongke Haixun is expected to win projects totaling approximately 288 million yuan [22] - Shan Jian Co. won four construction projects with a total value of 4.834 billion yuan [23]

Core Insights - The collaboration between Jiufang Zhitu and Yicai Media aims to explore the opportunities and challenges in the domestic semiconductor storage industry amid geopolitical tensions and the AI wave [1] - Dawi Co., Ltd. has shown steady growth with a reported revenue of 879 million yuan for the first three quarters of 2025, marking a 9.90% year-on-year increase [2] Industry Trends - The storage chip industry is entering an unprecedented "super cycle" driven by the global AI wave, leading to a surge in demand for high-capacity and high-speed chips [3] - TrendForce data indicates that the DRAM industry revenue reached $41.4 billion in Q3 2025, with a quarter-on-quarter growth of over 30%, while NAND brand revenues grew by 16.5% to $17.1 billion [3] - The AI boom is driving a new cycle of simultaneous increase in volume and price in the storage chip sector, with strong structural demand and a favorable domestic competitive landscape [3] Company Strategy - Dawi Co., Ltd. focuses on embedded storage development, which is characterized by long certification cycles, high customer stickiness, and stable margins, positioning it as a cornerstone for the company's growth [3] - The company is extending its strategic focus towards the automotive and industrial control storage markets, which are expected to have higher growth potential and technological barriers [3][5] Market Opportunities - The current geopolitical climate and trade tensions have created a unique opportunity for domestic semiconductor companies, particularly in the storage chip sector, to break through and establish a foothold [6] - Dawi Co., Ltd. has established a subsidiary, Dawi Agile, to quickly enter the consumer-grade high-end storage market by leveraging a former foreign enterprise's R&D team [6] - The domestic storage industry is witnessing comprehensive breakthroughs across design, manufacturing, packaging, and application, with companies like Dawi Co., Ltd. gradually closing the gap with industry leaders [7] Investment Insights - The core of the investment value in the domestic chip industry lies in the "track logic + company quality + valuation matching" framework, which considers government support, downstream market conditions, and company-specific factors [8] - The global semiconductor market is projected to reach $700.9 billion by 2025, with China being the largest and fastest-growing consumer market [11]

Core Viewpoint - Dawi Co., Ltd. announced that as of the date of the announcement, the total guarantee amount provided for its subsidiaries is 120 million yuan, with an actual guarantee amount of 72.1 million yuan, accounting for 12.76% of the company's most recent audited net assets [1] Group 1 - The total guarantee amount provided by the company for its subsidiaries is 120 million yuan [1] - The actual guarantee amount provided by the company for its subsidiaries is 72.1 million yuan [1] - The actual guarantee amount represents 12.76% of the company's most recent audited net assets [1] Group 2 - The company and its subsidiaries do not provide guarantees for entities outside the consolidated financial statements [1] - There are no overdue guarantees or guarantees involved in litigation, nor any losses due to adverse judgments [1]

证券代码：002213 证券简称：大为股份 公告编号：2026-006 深圳市大为创新科技股份有限公司 关于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、担保情况概述 深圳市大为创新科技股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开的第六届董事会第二十六次会议、2025 年 5 月 15 日召开的 2024 年年度 股东大会审议通过了《关于为子公司提供担保额度预计的议案》，同意公司为控 股子公司提供担保额度、子公司之间互相提供担保额度总计不超过 180,000 万元， 其中向资产负债率为 70%以上的担保对象提供的担保额度不超过 120,000 万元。 在上述额度范围内，公司及控股子公司因业务需要办理上述担保范围内业务，无 需另行召开董事会或股东大会审议。本次担保范围包括但不限于申请综合授信、 借款、融资租赁等融资或开展其他日常经营业务等；担保种类包括保证、抵押、 质押等；担保方式包括直接担保或提供反担保。本次担保的适用期限为 2024 年 年度股东大会审议通过后至 2025 年年度股东大会重新审议为子 ...

Group 1 - The core point of the article is that Dawi Co., Ltd. announced that its wholly-owned subsidiary, Shenzhen Dawi Chuangxin Microelectronics Technology Co., Ltd., has received the "High-tech Enterprise Certificate" from the Shenzhen Municipal Bureau of Industry and Information Technology, Shenzhen Municipal Finance Bureau, and the State Taxation Administration of Shenzhen [2] Group 2 - The certification is expected to enhance the company's credibility and competitiveness in the microelectronics industry [2] - This recognition may also provide the company with potential tax benefits and government support [2] - The announcement reflects the company's commitment to innovation and development in high-tech sectors [2]

Core Viewpoint - The company, Dawi Co., Ltd. (002213.SZ), has received the "High-tech Enterprise Certificate" from relevant authorities, which allows it to benefit from tax incentives for three years [1] Group 1: Company Announcement - Dawi Co., Ltd.'s wholly-owned subsidiary, Shenzhen Dawi Chuangxin Microelectronics Technology Co., Ltd., has been awarded the "High-tech Enterprise Certificate" with the certificate number GR202544203879 [1] - The certificate was issued on December 25, 2025, and is valid for three years [1] Group 2: Tax Incentives - As a result of the high-tech enterprise recognition, Dawi Chuangxin will enjoy a preferential corporate income tax rate of 15% for three consecutive years [1]

Core Viewpoint - The company, Dawi Co., Ltd. (002213.SZ), has received the "High-tech Enterprise Certificate" from relevant authorities, which allows it to benefit from tax incentives for three years [1] Group 1: Company Announcement - Dawi Co., Ltd.'s wholly-owned subsidiary, Shenzhen Dawi Chuangxin Microelectronics Technology Co., Ltd., has been awarded the "High-tech Enterprise Certificate" with certificate number GR202544203879 [1] - The certificate was issued on December 25, 2025, and is valid for three years [1] Group 2: Tax Incentives - As a result of the high-tech enterprise recognition, Dawi Chuangxin will enjoy a preferential corporate income tax rate of 15% for three consecutive years [1]

证券代码：002213 证券简称：大为股份 公告编号：2026-005 深圳市大为创新科技股份有限公司 关于全资子公司通过高新技术企业认定的公告 深圳市大为创新科技股份有限公司 董 事 会 2026 年 2 月 4 日 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。 深圳市大为创新科技股份有限公司（以下简称"公司"）全资子公司深圳市 大为创芯微电子科技有限公司（以下简称"大为创芯"）于近日收到深圳市工业 和信息化局、深圳市财政局、国家税务总局深圳市税务局联合下发的《高新技术 企业证书》（证书编号：GR202544203879），发证时间为 2025 年 12 月 25 日， 有效期三年。 根据国家对高新技术企业的相关税收优惠政策，大为创芯通过高新技术企业 认定起连续三年可享受高新技术企业所得税优惠政策，即按 15%的税率缴纳企业 所得税。 本次通过高新技术企业认定，是对大为创芯技术研发、创新能力及成果转化 的肯定。未来，大为创芯将持续加强技术研发，不断优化产品结构，持续提升经 营业绩，为公司及全体股东创造更大价值。 特此公告。 ...

Core Viewpoint - The company disclosed that the resource reserves of its wholly-owned subsidiary's mining exploration report have been approved, but these reserves do not equate to economically extractable reserves, and actual mining may be influenced by various factors [1] Group 1: Resource Reserves - The company announced the approval of the mineral resource reserves based on the exploration engineering estimates as of June 6, 2025 [1] - The reported reserves are not equivalent to economically extractable reserves, indicating potential discrepancies between theoretical and practical values [1] - Actual mining operations may be affected by geological conditions, changes in ore bodies, and environmental requirements [1] Group 2: Information Disclosure - The company confirmed that there is no undisclosed information that should have been disclosed [1] - The company commits to adhering to legal regulations and exchange rules for timely and fair information disclosure [1]

Core Viewpoint - The company has disclosed its 2025 annual performance forecast on January 23, 2026, and advises investors to refer to this official announcement for performance details [1] Group 1 - The company responded to investor inquiries on its interactive platform regarding its performance forecast [1] - The designated media for the company's information disclosure includes Securities Times, China Securities Journal, Shanghai Securities Journal, Securities Daily, and Giant Tide Information Network [1] - All company information will be based on disclosures made in the specified media [1]