Company Announcements - 合富中国's stock price has significantly deviated from its fundamentals, with a cumulative increase of 230.84% over the past 13 trading days, leading to potential suspension for further investigation if abnormal price increases continue [1] - 摩尔线程 plans to conduct its initial public offering with a total of 70 million shares, representing 14.89% of the post-issue total share capital, with the initial inquiry date set for November 19 and subscription date for November 24 [2] - *ST东易's stock has risen by 241.59% since September 26, prompting a suspension for investigation starting November 14 [2] - 华蓝集团 is planning a change in company control, leading to a suspension of its stock from November 14 for up to 2 trading days [4] - 吉电股份 intends to invest 5.698 billion yuan in a coal power project with a total investment of 56.98 billion yuan, which is part of a national energy strategy [6] - 利德曼 plans to acquire 70% of 先声祥瑞 for 1.733 billion yuan, aiming to enter the bioproducts industry [6] - 佛塑科技 is collaborating with 紫金矿业 to establish a project company for a lithium sulfide pilot project with a total investment of 1.13 billion yuan [7] - 中芯国际 reported a 43% year-on-year increase in net profit for Q3, driven by increased wafer sales [8] Financing and Investments - 云南铜业 plans to increase its investment in 中铜国贸 by 640 million yuan to enhance its capital strength [11] - 德业股份 is preparing to issue H-shares and list on the Hong Kong Stock Exchange to expand its global presence [20] Shareholder Changes - 闽发铝业's second-largest shareholder, 黄天火, has reduced his stake by 938.15 million shares, representing 0.9995% of the total share capital [3] - 长联科技's shareholders plan to collectively reduce their holdings by up to 4.37% [14] Project Awards - 和顺电气 has been awarded a storage power supply service project by 中国石油集团, with a bid amount of approximately 40.003 million yuan [18] - 安徽建工's subsidiary has won two EPC projects with a total bid amount of 1.753 billion yuan [19]

Core Viewpoint - Kanda New Materials announced the termination of the acquisition agreement with Beiyi Semiconductor and its shareholders due to unmet expectations in the progress of the transaction and lack of consensus among parties involved [1][3] Company Overview - Kanda New Materials primarily engages in the production of adhesives and specialty resin materials, with applications in wind turbine blade manufacturing, packaging materials, and rail transportation [1] - The company had planned to acquire at least 51% of Beiyi Semiconductor to gain control and integrate its power semiconductor module capabilities with Kanda's existing semiconductor materials business [1] Acquisition Details - The acquisition aimed to enhance Kanda's strategic transition into the semiconductor industry by leveraging Beiyi Semiconductor's research, packaging, testing, and wafer manufacturing capabilities [1] - Beiyi Semiconductor focuses on the development, production, and sales of new power semiconductor modules, with core products including IGBT, PIM, and IPM, applicable in sectors like electric vehicles, industrial control, and renewable energy [1] Financial Performance - Kanda New Materials has pursued external acquisitions as a key growth strategy, having acquired several companies since 2017 to expand into various sectors [2] - Despite these acquisitions, the company has faced declining profitability, with revenues of 2.466 billion yuan in 2022, 2.793 billion yuan in 2023, and projected 3.101 billion yuan in 2024, while net profits have decreased from 48 million yuan in 2022 to a projected loss of 246 million yuan in 2024 [2] Asset Sales - To improve its financial situation, Kanda has been selling significant assets to its controlling shareholder, including a 67% stake in Cai Jing Optoelectronics and a 51% stake in Biko Technology [2] Termination of Acquisition - The termination of the acquisition was a mutual decision among the parties involved, with no breach of contract or disputes reported [3]

Macro Dynamics - As of the end of October, the broad money supply (M2) reached 335.13 trillion yuan, with a year-on-year growth of 8.2% [2] - The narrow money supply (M1) stood at 112 trillion yuan, growing by 6.2% year-on-year [2] - The currency in circulation (M0) was 13.55 trillion yuan, reflecting a year-on-year increase of 10.6% [2] - A net cash injection of 728.4 billion yuan occurred in the first ten months of the year [2] Financial Regulation - The Financial Regulatory Bureau is set to release a revised "Commercial Bank Merger Loan Management Measures" to support mergers and restructuring, including for tech enterprises [3] - The Bureau is collaborating with other departments to develop policies that promote high-quality development in technology insurance, providing better economic support for tech activities [3] Market Data - On November 13, the Shanghai Composite Index rose by 0.73%, reaching a ten-year high, with over 100 stocks hitting the daily limit [9] - The Shenzhen Component Index increased by 1.78%, and the ChiNext Index rose by 2.55% [9] - The total trading volume in the Shanghai and Shenzhen markets was 2.04 trillion yuan, an increase of 969 billion yuan from the previous trading day [9] Company Dynamics - China Pacific Insurance reported a premium income of 241.32 billion yuan for its life insurance subsidiary from January to October, a year-on-year increase of 9.9% [7] - Tencent Holdings announced third-quarter revenue of 192.87 billion yuan, a 15% year-on-year increase, with net profit attributable to shareholders rising by 19% [12] - Bilibili reported a third-quarter adjusted net profit of 786 million yuan, a significant increase of 233% year-on-year, with total revenue reaching 7.69 billion yuan [14] - Semiconductor manufacturer SMIC reported a net profit growth of 41.1% year-on-year for the first three quarters, with revenue of 49.51 billion yuan [15] - Kanda New Materials announced the termination of its acquisition of North One Semiconductor due to unmet expectations in transaction progress [18]

Group 1 - China Pacific Insurance's subsidiary, China Pacific Life, reported a cumulative premium income of 241.32 billion yuan for the first ten months, a year-on-year increase of 9.9% [1] - China Pacific Property Insurance, another subsidiary, achieved a cumulative premium income of 173.57 billion yuan, with a year-on-year growth of 0.4% [1] - Nocera Biopharma reported a net loss of 64.41 million yuan for the first three quarters, despite a revenue increase of 59.85% to 1.115 billion yuan [1] Group 2 - Founder Securities received approval from the China Securities Regulatory Commission to issue short-term corporate bonds not exceeding 5 billion yuan [1] - Haicheng Bonda's director plans to reduce his stake by up to 0.97%, equating to 198,400 shares [1] - Yuyuan Group intends to repurchase shares worth between 200 million and 300 million yuan, with a maximum price of 8.60 yuan per share [1] Group 3 - Huaren Shuanghe's subsidiary passed the GMP compliance inspection for a specific diabetes medication [4] - Lichong Group received project notifications from three international automotive manufacturers, with expected sales amounting to approximately 1.135 billion yuan [6] - Deyang Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy [7] Group 4 - Longxin General announced the transfer of its entire stake in a subsidiary for 105.6 million yuan, and also plans to divest another stake for 1 yuan due to poor performance [16] - Kangda New Materials decided to terminate the acquisition of a semiconductor company due to unsatisfactory due diligence progress [17] - Lu'an Environmental reported a 3.28% year-on-year increase in coal sales for October, totaling 3.78 million tons [18] Group 5 - Shanghai Port Group plans to invest 2 billion yuan to establish a new holding company with several state-owned enterprises [20] - Borui Pharmaceutical's new drug for obesity treatment has received clinical trial approval [23] - Silver Dragon Co. has completed the registration of a new energy industry fund focusing on high-growth potential projects [24] Group 6 - Hengrui Medicine received approval for a clinical trial of a prostate cancer drug [11] - Baiji Shenzhou reported a net profit of 1.139 billion yuan for the first three quarters, marking a turnaround from losses [36] - Huasheng Pharmaceutical's special medical food product has received registration certification [60]

人民财讯11月13日电，康达新材（002669）11月13日公告，公司此前公告与北一半导体科技(广东)有限 公司(简称"北一半导体")及其股东签署了《收购意向协议》，拟通过现金方式收购北一半导体不低于 51%的股权，取得其控股权。《收购意向协议》签署后，公司有序开展了尽职调查、审计等工作，但前 述工作进展未及预期，且交易各方就交易进程未能达成共识。公司决定终止此次收购，交易各方于11月 13日签署了《收购终止协议》。 ...

证券代码：002669 证券简称：康达新材 公告编号：2025-118 康达新材料（集团）股份有限公司 关于终止筹划收购股权的公告 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、筹划股权收购的概述 康达新材料（集团）股份有限公司（以下简称"公司"或"康达新材"）于 2025 年 8 月 28 日与北一半导体科技（广东）有限公司（以下简称"北一半导体"）及 其股东北芯科技（天津）有限公司、YU UNYONG（韩国籍自然人）签署了《收 购意向协议》，拟通过现金方式收购北一半导体不低于 51%的股权，取得其控股 权，具体内容详见公司于 2025 年 8 月 29 日披露的《关于筹划收购北一半导体科 技（广东）有限公司控股权暨签署<收购意向协议>的公告》（公告编号：2025-100）。 二、终止本次筹划收购事项的情况说明 《收购意向协议》签署后，公司有序开展了尽职调查、审计等工作，但前述 工作进展未及预期，且交易各方就交易进程未能达成共识。为维护公司及全体股 东的合法权益，经公司审慎研究，决定终止本次收购。交易各方于 2025 年 11 月 13 日签署了《收购 ...

格隆汇11月13日丨康达新材(002669.SZ)公布，公司于2025年8月28日与北一半导体科技（广东）有限公 司（简称"北一半导体"）及其股东北芯科技（天津）有限公司、YUUNYONG（韩国籍自然人）签署了 《收购意向协议》，拟通过现金方式收购北一半导体不低于51%的股权，取得其控股权，具体内容详见 公司于2025年8月29日披露的《关于筹划收购北一半导体科技（广东）有限公司控股权暨签署 <收购意 向协议> 的公告》。《收购意向协议》签署后，公司有序开展了尽职调查、审计等工作，但前述工作进 展未及预期，且交易各方就交易进程未能达成共识。为维护公司及全体股东的合法权益，经公司审慎研 究，决定终止本次收购。交易各方于2025年11月13日签署了《收购终止协议》。 ...

智通财经APP讯，康达新材(002669.SZ)发布公告，公司于2025 年8月28日与北一半导体科技(广东)有限 公司(以下简称"北一半导体")及其股东北芯科技(天津)有限公司、YUUNYONG(韩国籍自然人)签署了 《收购意向协议》，拟通过现金方式收购北一半导体不低于51%的股权，取得其控股权。 《收购意向协议》签署后，公司有序开展了尽职调查、审计等工作，但前述工作进展未及预期，且交易 各方就交易进程未能达成共识。为维护公司及全体股东的合法权益，经公司审慎研究，决定终止本次收 购。交易各方于2025年11 月13日签署了《收购终止协议》。 ...

格隆汇11月13日丨康达新材(002669.SZ)公布，公司于2025年8月28日与北一半导体科技（广东）有限公 司（简称"北一半导体"）及其股东北芯科技（天津）有限公司、YUUNYONG（韩国籍自然人）签署了 《收购意向协议》，拟通过现金方式收购北一半导体不低于51%的股权，取得其控股权，具体内容详见 公司于2025年8月29日披露的《关于筹划收购北一半导体科技（广东）有限公司控股权暨签署的公 告》。《收购意向协议》签署后，公司有序开展了尽职调查、审计等工作，但前述工作进展未及预期， 且交易各方就交易进程未能达成共识。为维护公司及全体股东的合法权益，经公司审慎研究，决定终止 本次收购。交易各方于2025年11月13日签署了《收购终止协议》。 ...

康达新材公告称，公司于2025年8月28日与北一半导体及其股东签署《收购意向协议》，拟现金收购其 不低于51%股权获控股权。但尽职调查、审计等工作进展未达预期，交易各方就进程未达成共识。为维 护股东权益，公司决定终止收购，各方于11月13日签署《收购终止协议》。此次终止无违约追责情形， 对公司生产经营、财务状况无重大不利影响，不影响未来战略规划。 ...