金安国纪集团股份有限公司 股票交易异常波动公告 证券代码：002636 证券简称：金安国纪 公告编号：2025-044 金安国纪集团股份有限公司 （三）近期公司经营情况及内外部经营环境未发生重大变化； （四）公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重 大事项，或处于筹划阶段的重大事项； （五）公司控股股东和实际控制人在股票交易异常波动期间未买卖公司股票。 三、公司不存在应披露而未披露信息的说明 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，没有虚假记载、误 导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 金安国纪集团股份有限公司（以下简称"公司"）股票（证券简称：金安国 纪，证券代码：002636）于 2025 年 7 月 3 日、7 月 4 日连续两个交易日收盘价 格涨幅偏离值累计达到 20%，根据深圳证券交易所的有关规定，属于股票交易异 常波动情况。 二、公司关注、核实情况 针对公司股票交易异常波动，公司对有关事项进行了核查，并询问了公司控 股股东及实际控制人，现就有关情况说明如下： （一）公司前期披露的信息不存在需要更正、补充之处； （二）公司未发现近期公共传媒报道了 ...

证券代码：002636 证券简称：金安国纪 公告编号：2025-044 金安国纪集团股份有限公司 股票交易异常波动公告 金安国纪集团股份有限公司 股票交易异常波动公告 （五）公司控股股东和实际控制人在股票交易异常波动期间未买卖公司股票。 三、公司不存在应披露而未披露信息的说明 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，没有虚假记载、误 导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 金安国纪集团股份有限公司（以下简称"公司"）股票（证券简称：金安国 纪，证券代码：002636）于 2025 年 7 月 3 日、7 月 4 日连续两个交易日收盘价 格涨幅偏离值累计达到 20%，根据深圳证券交易所的有关规定，属于股票交易异 常波动情况。 二、公司关注、核实情况 针对公司股票交易异常波动，公司对有关事项进行了核查，并询问了公司控 股股东及实际控制人，现就有关情况说明如下： （一）公司前期披露的信息不存在需要更正、补充之处； （二）公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生 较大影响的未公开重大信息； （三）近期公司经营情况及内外部经营环境未发生重大变化； （四）公司、控股股东 ...

Core Viewpoint - The A-share computing hardware sector is experiencing strong performance, driven by the rapid development of artificial intelligence technology and positive market expectations from overseas markets like Nvidia [1][2]. Group 1: Market Performance - The A-share computing hardware sector has shown robust performance, with companies like Huadian and Jingwang Electronics reaching historical highs [1]. - Yihua New Materials' stock surged over 10%, while Jin'an Guoji successfully hit the daily limit [1]. - Several other stocks, including Aoshikang and Dongcai Technology, also recorded gains exceeding 5% [1]. Group 2: Industry Drivers - The computing hardware industry is benefiting from the rapid growth of AI technology, with PCB playing a crucial role in AI servers and high-performance computing systems [1]. - The demand for high-end PCBs is surging, leading to increased demand for upstream high-end materials, creating a supply-demand imbalance [1]. Group 3: Supply Chain Dynamics - There is a growing scarcity of high-layer and high-density interconnect (HDI) capacity, as well as a shortage of high-end material supply in the industry chain [1]. - This supply-demand imbalance presents opportunities for related companies to achieve explosive growth in performance [1]. Group 4: Infrastructure Demand - The demand for computing infrastructure is continuously increasing, with leading domestic and international manufacturers ramping up efforts to meet the surging demand for computing power [2]. - The ASIC market's growth expectations are being continuously revised upward, supporting the high prosperity of the PCB industry chain [2].

Core Viewpoint - The PCB concept stocks are experiencing significant activity, with companies like Yihau New Materials, Huadian Co., and Jingwang Electronics reaching new highs, indicating a bullish trend in the market [1] Group 1: Market Dynamics - The M8 PCB market space for AI servers and switches is projected to be between 50-60 billion by 2026, according to Tianfeng Securities [1] - Major global manufacturers are intensifying their infrastructure development to meet the surging demand for inference computing power, which is driving the growth of the PCB industry [1] Group 2: Company Performance - Yihau New Materials (301176), Huadian Co. (002463), and Jingwang Electronics (603228) have all achieved new record highs in stock performance [1] - Jin'an Guoji (002636) has seen a consecutive two-day stock increase, while Aoshikang (002913) and Zhongyi Technology (301150) are also experiencing upward trends [1] Group 3: Investment Trends - There is a notable influx of dark pool funds into these stocks, suggesting increased investor interest and confidence in the PCB sector [1]

Market Overview - A-shares experienced a rebound on July 3, with the Shanghai Composite Index rising by 0.18%, the Shenzhen Component Index increasing by 1.17%, and the ChiNext Index gaining 1.9% [2] - A total of 3,271 stocks rose, with 66 hitting the daily limit up, while 1,866 stocks declined [3][4] - The total trading volume reached 13,335.06 billion, with a total of 108,789.9 million shares traded [4] Sector Performance - Computing hardware stocks surged again, with PCB and related sectors leading the gains. Notable stocks included Zhongjing Electronics, Bomin Electronics, and Jin'an Guoji, all hitting the daily limit up [5] - Innovative drug concept stocks continued their strong performance, with companies like Weiming Pharmaceutical and Shenzhou Cell also reaching the daily limit up [7] - The solid-state battery sector saw a midday rally, with stocks such as Dadongnan, Hongtian Co., and Zhongyi Technology hitting the daily limit up [9] Notable Stock Movements - Key stocks in the computing hardware sector included: - Yihua New Materials: +20.00% at 32.64 - Zhongyi Technology: +19.99% at 23.89 - Bomin Electronics: +10.04% at 10.41 [6] - In the innovative drug sector, significant gainers included: - Guangshengtang: +20.00% at 42.78 - Shenzhou Cell: +19.99% at 73.34 - Weiming Pharmaceutical: +10.03% at 10.86 [8] - Solid-state battery stocks also saw notable increases, with Zhongyi Technology at +19.99% and Hongtian Co. at +10.02% [10] Downward Trends - The marine economy sector faced adjustments, with Kelaite dropping over 10% [11] U.S.-China Trade Developments - The Trump administration canceled recent export licensing requirements for chip design software sales to China, a move aligned with a trade agreement aimed at easing key technology restrictions [12] - Major EDA (Electronic Design Automation) companies, including Synopsys, Cadence Design Systems, and Siemens, are expected to benefit from this change, as they previously required government approval to operate in China [12][13] - The EDA market, while only $11.5 billion, plays a crucial role in the $440 billion global semiconductor industry, with the top three companies controlling 74% of the market [13]

Group 1 - The PCB concept has seen a continuous rise, with stocks such as Fangzheng Technology hitting the daily limit [1] - Other companies like Jin'an Guoji, Bomin Electronics, and Dongshan Precision also reached their daily limit, while Jinlu Electronics, Pengding Holdings, Jingwang Electronics, Shenzhen South Circuit, and Aoshikang increased by over 6% [1] - According to a report from Tianfeng Securities, the market space for M8 PCB boards corresponding to AI servers and switches is estimated to be between 50-60 billion by 2026 [1]

Group 1 - The A-share PCB concept stocks experienced a surge, with Jin'an Guoji hitting the daily limit, indicating strong market interest [1] - Pengding Holdings rose over 7%, reflecting positive investor sentiment towards the PCB sector [1] - Other companies such as Zhongjing Electronics, Shennan Circuit, Yihua New Materials, and Guanghe Technology also saw increases, suggesting a broader rally in the industry [1]

Group 1 - PCB concept stocks experienced a surge, with Jin'an Guoji (002636) hitting the daily limit up [1] - Pengding Holdings (002938) rose over 7%, indicating strong market interest [1] - Other companies such as Zhongjing Electronics (002579), Shennan Circuit (002916), Yihau New Materials (301176), and Guanghe Technology (001389) also saw increases in their stock prices [1]

| 序 | 担保方 | 被担保方 | 债权人 | 最高债权 | 主合同期限 | 保证 | 保证期限 | | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | | | | 额（万元） | | 方式 | | | 1 | 金安国 | 金安国纪科技（安 | 交通银行股份有 | | 2025 年 6 月 12 日至 | | 从担保合同 生效日起至 主合同项下 | | | | 徽）有限公司 | 限公司上海松江 | 10,000 | 2026 年 6 月 12 日 | | | | | 纪集团 | | 支行 | | | 连带 | | | 2 | 股份有 限公司 | | | | | 责任 | 具体授信项 下的债务履 | | | | 上海国纪电子材 | 杭州银行股份有 | | 2025 年 10 月 29 日至 | 保证 | | | | | 料有限公司 | 限公司上海松江 | 8,800 | 2026 年 7 月 6 日 | | 行期限届满 | | | | | 支行 | | | | | | | | | | | | | 之日起三年 | | | | 合计 | | 18,800 ...

Group 1 - The core point of the announcement is that shareholders Ningbo Jinhui Enterprise Management Consulting Co., Ltd. and Mr. Han Tao plan to reduce their holdings in the company by a total of up to 6,923,000 shares (0.951% of total share capital) and 1,223,195 shares (0.168% of total share capital) respectively within three months after the announcement [1][3][4] - Ningbo Jinhui has committed to not transferring or entrusting the management of its shares for 36 months from the date of the company's initial public offering, and has adhered to this commitment without violations [3] - The planned reduction will not lead to a change in the company's control or significantly impact its governance structure and ongoing operations [4] Group 2 - The reduction plan will be executed through centralized bidding or block trading, with the specific timing set between July 10, 2025, and October 9, 2025, depending on market conditions [1][3] - Both shareholders have confirmed that their reduction plans are consistent with previously disclosed intentions and commitments [3][4] - The company will ensure that the shareholders comply with relevant laws and regulations during the reduction period [4]