Core Viewpoint - The company Suzhou Hesheng New Materials Co., Ltd. plans to invest 250 million RMB in Shanghai Yizhi Electronic Technology Co., Ltd., acquiring a 10% stake after the investment is completed [1][2][9]. Group 1: Investment Overview - The investment will be made using self-owned or self-raised funds, with 4.766945 million RMB allocated for subscribing to the new registered capital and the remaining 245.233055 million RMB added to the capital reserve [1][9]. - The investment was approved at the company's board meeting on August 1, 2025, and does not require shareholder approval as it falls within the board's authority [2][3]. Group 2: Target Company Information - Shanghai Yizhi Electronic Technology Co., Ltd. was established on February 22, 2017, and specializes in high-end processor chip design for servers and storage devices [3][4][5]. - The company has developed three generations of processor chips and has established a strong market presence with products recognized by major internet companies and financial enterprises [5][6][15]. Group 3: Financial Performance - As of June 2025, Yizhi Electronic reported total assets of 156.5676 million RMB, total liabilities of 33.3098 million RMB, and a net loss of 37.8895 million RMB for the first half of the year [8][15]. - The company's revenue for the first half of 2025 was 31.1138 million RMB, with a total profit loss of 37.8895 million RMB [8]. Group 4: Strategic Importance - The investment aligns with the company's strategic development direction, enhancing market competitiveness and promoting sustainable growth [14][15]. - The company has previously collaborated with Yizhi Electronic on high-end server development, indicating a strong synergy that could be further leveraged through this investment [15][16].

Core Viewpoint - He Sheng New Materials plans to invest 250 million yuan in Shanghai Yizhi Electronic Technology Co., Ltd., acquiring a 10% stake, indicating a strategic move to enhance its position in the high-end processor chip market [1][2]. Investment Details - The investment consists of 4.7669 million yuan for subscribing to the new registered capital, with the remaining 245.33 million yuan allocated to capital reserves [2]. - The investment aims to strengthen the business relationship between He Sheng New Materials and Yizhi Electronic, leveraging their existing collaboration in high-end server development [3]. Company Overview - Yizhi Electronic specializes in the research, design, and sales of high-end processor chips for servers and workstations, having completed three generations of chip designs [2]. - The company has established a strong market presence, with its products recognized by major internet companies, operators, and financial enterprises [2]. - Yizhi Electronic is one of the few domestic companies that have commercialized ARM server processor chips, with its TF7000 series achieving advanced performance levels in China [2]. Financial Performance - In the first half of the year, Yizhi Electronic reported revenues of 31.11 million yuan and a net loss of 37.89 million yuan, with net assets totaling 123 million yuan as of June 30 [3]. - He Sheng New Materials highlighted Yizhi Electronic's efficient R&D team and core intellectual property, indicating a high investment value [3]. Strategic Collaboration - He Sheng New Materials' subsidiary, Shanghai Haixi Technology Co., Ltd., has been collaborating with Yizhi Electronic on technology and business initiatives, including the development of high-end servers [3]. - The companies have successfully developed the DeepSeek integrated machine based on Yizhi Electronic's CPU and are expanding customer engagement [3]. - Future collaboration may involve joint design, software and hardware adaptation, and process optimization to enhance product performance and customer service [3]. Company Performance - He Sheng New Materials reported a projected net profit of 91.91 million to 104.16 million yuan for the first half of the year, reflecting a year-on-year increase of 50.01% to 70.00% [4]. - The increase in performance is attributed to improved supply chain management, which has positively impacted the company's product gross margin [4].

（文章来源：证券日报） 证券日报网讯 8月1日晚间，禾盛新材发布公告称，公司第七届董事会第三次会议审议通过了《关于对 外投资暨签署增资协议的议案》。 ...

公司称，公司与熠知电子的业务具有一定的协同性。公司控股子公司上海海曦技术有限公司(简称"海曦 技术")与熠知电子很早即已开展技术和业务合作，包括高端服务器研发及推广，并成功合作供货北京庭 宇科技有限公司;完成大模型一体机的联合开发及客户拓展，目前已经成功开发基于熠知电子CPU的 DEEPSEEK一体机，并逐步开展客户导入。基于成功的业务合作，海曦技术及本公司了解到熠知电子的 产品、管理团队、业务竞争力等详细情况，看好熠知电子的发展前景，因此拟通过投资熠知电子进一步 绑定业务合作关系。 禾盛新材（002290）(002290.SZ)公告，公司拟以自有资金或自筹资金2.5亿元向上海熠知电子科技有限 公司(简称"熠知电子")增资。投资完成后，公司持有熠知电子10%股权。 公告显示，熠知电子的主营业务系研发、设计和销售应用于服务器、工作站等计算、存储设备中的高端 处理器芯片。熠知电子系国内稀缺的ARM架构CPU标的，定位高端服务器CPU芯片设计公司，已累积 完成3代ARM处理器芯片的设计，产品实测性能指标优异。 ...

Core Viewpoint - The company plans to invest 250 million yuan in Shanghai Yizhi Electronics Technology Co., Ltd., acquiring a 10% stake, indicating a strategic move to enhance collaboration in high-end server CPU design and development [1] Group 1: Investment Details - The investment will be funded through the company's own or raised funds amounting to 250 million yuan [1] - After the investment, the company will hold a 10% equity stake in Yizhi Electronics [1] Group 2: Business Overview of Yizhi Electronics - Yizhi Electronics specializes in the research, design, and sales of high-end processor chips for servers and workstations [1] - It is recognized as a rare domestic player in the ARM architecture CPU sector, focusing on high-end server CPU chip design [1] - The company has successfully completed the design of three generations of ARM processor chips, with excellent performance metrics [1] Group 3: Strategic Collaboration - The company has established a synergistic business relationship with Yizhi Electronics through its subsidiary, Shanghai Haixi Technology Co., Ltd. [1] - Collaborative efforts include high-end server research and development, as well as successful supply to Beijing Tingyu Technology Co., Ltd. [1] - The joint development of the DEEPSEEK integrated machine based on Yizhi Electronics' CPU has been completed, with ongoing customer integration efforts [1]

证券代码：002290 证券简称：禾盛新材 编号：2025-031 苏州禾盛新型材料股份有限公司 关于对外投资暨签署增资协议的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的 虚假记载、误导性陈述或者重大遗漏承担责任。 特别提示： 1、苏州禾盛新型材料股份有限公司（以下简称"公司"或"本公司"、"上 市公司"）拟以自有资金或自筹资金 25,000 万元人民币向上海熠知电子科技有 限公司（以下简称"熠知电子"、"标的公司"）增资，其中：476.6945 万元为 认购新增注册资本，其余 24,523.3055 万元计入资本公积（以下简称"本次投资"）。 本次投资完成后，公司持有熠知电子 10%股权。 2、本次投资完成后，熠知电子将成为公司的参股公司，公司与熠知电子的业 务协同合作是否可以顺利实施存在一定的不确定性，公司对熠知电子的投后管理 是否达到预期存在一定的不确定性。 3、熠知电子的主营业务系研发、设计和销售应用于服务器、工作站等计算、 存储设备中的高端处理器芯片。熠知电子的芯片设计研发需要经历技术论证、不 断的研发攻关及验证、流片及测试、客户与平台的验证及导入等一系列环节，因 此技术壁 ...

证券代码：002290 证券简称：禾盛新材 公告编号：2025-030 苏州禾盛新型材料股份有限公司 第七届董事会第三次会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的虚 假记载、误导性陈述或者重大遗漏承担责任。 一、董事会会议召开情况 经全体董事同意，苏州禾盛新型材料股份有限公司（以下简称"公司"或"本 公司"）第七届董事会第三次会议于 2025 年 8 月 1 日 10：30 以通讯表决方式召 开，应出席董事 7 人，实际出席董事 7 人，本次会议出席人数符合召开董事会会 议的法定人数。会议由公司董事长梁旭先生主持。会议的召集和召开符合有关法 律、法规和《公司章程》规定，会议合法有效。 二、董事会会议审议情况 经与会董事审议，以通讯表决的方式，通过了以下议案： 二〇二五年八月二日 （一）审议通过了《关于对外投资暨签署增资协议的议案》 董事会同意公司以自有资金或自筹资金 25,000 万元人民币向上海熠知电子 科技有限公司（以下简称"熠知电子"）增资，并与熠知电子签署增资协议。本次 交易完成后，公司将持有熠知电子 10%的股权。 董事会授权管理层在董事会审批权限范围内具体办理本 ...

人民财讯8月1日电，禾盛新材（002290）8月1日晚间公告，公司拟以2.5亿元向上海熠知电子科技有限 公司(简称"熠知电子")增资。本次投资完成后，公司持有熠知电子10%股权。熠知电子系国内稀缺的 ARM架构CPU标的，定位高端服务器CPU芯片设计公司，已累积完成3代ARM处理器芯片的设计，产品 实测性能指标优异。目前在售CPU及服务器产品已获得知名互联网公司、运营商、金融企业等终端客户 的广泛认可，产品竞争力较强。 ...

格隆汇8月1日丨禾盛新材(002290.SZ)公布，公司拟以自有资金或自筹资金2.5亿元人民币向上海熠知电 子科技有限公司(简称"熠知电子"、"标的公司")增资，其中：476.6945万元为认购新增注册资本，其余 24,523.3055万元计入资本公积。本次投资完成后，公司持有熠知电子10%股权。 ...

| 成交量 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | | | | 股） | | （元） | | | | | 230.00 | 7196.70 | 31.29 | 0.00 | 西南证券股份有限公司重 | 中信证券股份有限公司上 | | | | | | 庆余溪路证券营业部 | 海世博馆路证券营业部 | 证券时报·数据宝统计显示，禾盛新材今日收盘价为31.29元，上涨1.39%，日换手率为1.62%，成交额为 1.26亿元，全天主力资金净流入457.82万元，近5日该股累计上涨6.57%，近5日资金合计净流入2518.43 万元。（数据宝） 7月31日禾盛新材大宗交易一览 禾盛新材7月31日大宗交易平台出现一笔成交，成交量230.00万股，成交金额7196.70万元，大宗交易成 交价为31.29元。该笔交易的买方营业部为西南证券股份有限公司重庆余溪路证券营业部，卖方营业部 为中信证券股份有限公司上海世博馆路证券营业部。 注：本文系新闻报道，不构成投 ...