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]

富满微20cm涨停，东芯股份涨超15%，新恒汇、神工股份、盈方微、大为股份、南芯科技等涨超5%。 (本文来自第一财经) ...

天眼查商业履历信息显示，深圳市大为创新科技股份有限公司，成立于2000年，位于深圳市，是一家以 从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本23715.5万人民币，实缴资本20600 万人民币。公司法定代表人为连宗敏。 通过天眼查大数据分析，深圳市大为创新科技股份有限公司共对外投资了9家企业，参与招投标项目3 次，知识产权方面有商标信息67条，专利信息74条，此外企业还拥有行政许可25个。 来源：金融界 金融界消息 截至2025年7月31日收盘，大为股份（002213）报收于17.27元，下跌3.36%，换手率 9.68%，成交量19.96万手，成交金额3.49亿元。 资金流向方面，今日主力资金净流出3821.30万元，占比成交额10.94%。其中，超大单净流出602.50万 元、占成交额1.72%，大单净流出3218.80万元、占成交额9.21%，中单净流出流出1165.08万元、占成交 额3.33%，小单净流入4986.37万元、占成交额14.27%。 大为股份最新一期业绩显示，截至2025一季报，公司营业总收入3.37亿元、同比增长5.11%，归属净利 润188.97万元，同比增长32. ...

Group 1 - The company has announced its performance forecast for the period from January 1, 2025, to June 30, 2025, indicating a focus on transparency and accuracy in financial disclosures [1] - The performance forecast has not been audited by registered accountants, but preliminary discussions have been held with the auditing firm, and no significant disagreements were reported [1][2] Group 2 - The company is actively advancing two main business areas: "New Energy + Automotive" and "Semiconductor Storage + Smart Terminals," which are expected to drive growth [2] - In the automotive parts sector, the company is responding to the national "Belt and Road" initiative by collaborating with high-quality global clients to promote business growth [2] - The global semiconductor storage market is currently in an upward cycle, and the company is seizing market opportunities to expand its customer base and enhance market share [2] - The company's lithium battery project in Chenzhou is in the construction investment phase, with management expenses and operating costs accounted for in the current period [2]

Performance Forecast - The company expects a loss of 10.8 million to 13.2 million yuan for the period from January 1, 2025, to June 30, 2025, compared to a loss of 10.2467 million yuan in the same period last year [1][2] - The net profit attributable to shareholders is projected to decline by 5.40% to 28.82% compared to the previous year, where the loss was between 6 million to 8.2 million yuan [1][2] - The basic earnings per share are estimated to be a loss of 0.0455 to 0.0556 yuan per share, compared to a loss of 0.0434 yuan per share in the previous year [2] Communication with Auditors - The performance forecast has not been reviewed by registered accountants, but the company has communicated with the auditing firm regarding the forecast, and there are no significant disagreements [2] Reasons for Performance Changes - The company is advancing its two main business areas: "New Energy + Automotive" and "Semiconductor Storage + Smart Terminals" [2] - In the automotive parts sector, the company is responding to the national "Belt and Road" initiative by collaborating with high-quality global clients to drive business growth [2] - In the semiconductor storage sector, the global market is in an upward cycle, and the company is seizing market opportunities to expand its client base and enhance market share [2] - The Chenzhou lithium battery project is in the construction investment phase, with management expenses and operating costs accounted for in the current period's profit and loss [2]

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company projects a net loss attributable to shareholders of RMB 10.8-13.2 million for H1 2025, while the non-recurring net loss is expected to narrow Key Performance Indicators for H1 2025 Performance Forecast | Item | Current Period | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: RMB 10.8 million – RMB 13.2 million | Loss: RMB 10.2467 million | | Year-over-Year Change | Decrease: 5.40% – 28.82% | - | | **Net Profit Excluding Non-Recurring Items** | Loss: RMB 6 million – RMB 8.2 million | Loss: RMB 11.0782 million | | Year-over-Year Change | Increase: 25.98% – 45.84% | - | | **Basic Earnings Per Share** | Loss: RMB 0.0455/share – RMB 0.0556/share | Loss: RMB 0.0434/share | [Communication with Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The company pre-communicated its unaudited performance forecast with the annual audit accounting firm, confirming no significant disagreements - This performance forecast is **unaudited**, but the company has communicated with the accounting firm regarding related matters and found **no significant disagreements**[3](index=3&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) Performance changes reflect progress in core automotive and semiconductor businesses, offset by costs and asset impairment from new project investments - The company continues to advance its two core businesses: "**New Energy + Automotive**" and "**Semiconductor Storage + Smart Terminals**"[4](index=4&type=chunk) - Automotive component business growth is driven by collaborations with **global premium clients**, while the semiconductor storage business benefits from an **industry upcycle**, **expanding its market share**[4](index=4&type=chunk)[5](index=5&type=chunk) - Key factors negatively impacting profit include the **Chenzhou lithium battery project** being in its **construction and investment phase**, with related expenses recognized in current period profit or loss, and the company's provision for **asset impairment**[5](index=5&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) This performance forecast is a preliminary, unaudited estimate; investors should refer to the final H1 2025 semi-annual report for accurate data and note investment risks - This performance forecast is a **preliminary, unaudited estimate** by the company's finance department, and investors should refer to the **final disclosed semi-annual report**[6](index=6&type=chunk)

Core Viewpoint - Dawi Co., Ltd. (002213) announced an expected net loss attributable to shareholders ranging from 10.8 million to 13.2 million yuan for the period from January 1, 2025, to June 30, 2025, representing a year-on-year decline of 5.40% to 28.82% [1] Financial Summary - The expected net profit after deducting non-recurring gains and losses is projected to be a loss of 6 million to 8.2 million yuan, an increase of 25.98% to 45.84% compared to the previous year [1] - The basic earnings per share are anticipated to be a loss of 0.0455 yuan to 0.0556 yuan per share [1] Business Development - The company continues to advance its two main business segments: "New Energy + Automotive" and "Semiconductor Storage + Smart Terminals," actively expanding its market share [1] - The Chenzhou lithium battery project is still in the construction investment phase, leading to high management expenses and operational costs [1]

Group 1 - Hunan province has discovered a super-large lithium ore deposit in Chijiang Mountain, with a total of 490 million tons of lithium ore and 1.31 million tons of lithium oxide resources [1][2] - The lithium battery output value in Chenzhou has grown by 23.7% from January to April this year, with an expected annual output value exceeding 100 billion yuan [1][2] - Chenzhou is focusing on building a complete lithium battery industry chain, including mining, materials, batteries, terminals, and recycling [2] Group 2 - The Hunan provincial government has issued measures to support the high-quality development of the lithium battery industry chain in Chenzhou, aiming to cultivate a 100 billion yuan industry [3] - Major companies like Dazhong Mining and Dazhong He Lithium Mining have made significant investments in the Chijiang Mountain lithium mine, with plans for mining and processing projects to be completed by 2026 [4][5] - Dazhong Mining has developed a new lithium extraction technology that significantly reduces costs and environmental impact, enhancing its competitive edge in the current market [5] Group 3 - Dazhong Mining's subsidiary has received approval for resource reserves in the Daqiongli mining area, marking a significant advancement in its lithium battery project in Hunan [6] - Weiling Co. plans to relocate its registered office to Chenzhou to leverage local lithium resources and enhance its market development efforts [6]

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。 重要内容提示： 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 1.本次回购注销涉及 1 名激励对象，回购注销的限制性股票数量为 6.10 万 股，占回购前公司股本总额 237,398,830 股的 0.03%； 虚假记载、误导性陈述或重大遗漏。 证券代码：002213 证券简称：大为股份 公告编号：2025-040 深圳市大为创新科技股份有限公司 关于部分限制性股票回购注销完成的公告 2.截至本公告日，公司已在中国证券登记结算有限责任公司深圳分公司办 理完毕上述限制性股票回购注销的手续。本次回购注销完成后，公司总股本由 237,398,830 股减至 237,337,830 股。 深圳市大为创新科技股份有限公司（以下简称"公司"或"本公司"）于 2025 年 4 月 24 日召开第六届董事会第二十六次会议及第六届监事会第二十次会 议，于 2025 年 5 月 15 日召开 2024 年年度股东大会，审议通过了《关于回购注 销部分限制性股票的议案》，本次回购注销部分限制性股票事项符合《中华人民 共 ...

Group 1 - The semiconductor stocks are active in early trading, with storage chips and advanced packaging leading the gains [1] - Warton Technology has achieved a consecutive two-day increase, while other companies like Bocheng Co., Longdi Group, and San Chao New Materials have also seen significant gains [1] - The China Securities Regulatory Commission (CSRC) has announced that Changxin Storage, a major domestic DRAM memory chip manufacturer, has initiated its listing guidance [1]