证券之星消息，8月15日化学制品板块较上一交易日上涨1.93%，久日新材领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。化学制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 6618889 | 久日新材 | 30.62 | 19.98% | 29.67万 | | 8.65亿 | | 838402 | 確綜科技 | 12.66 | 13.14% | 32.03万 | | 3.97亿 | | 300727 | 润木材料 | 36.37 | 11.91% | 21.85万 | | 7.70亿 | | 301076 | 新潮新材 | 57.04 | 10.16% | 1 35.18万 | | 19.65 亿 | | 002549 | 凯美特气 | 16.68 | 10.03% | 100.78万 | | 16.29亿 | | 002909 | 集泰股份 | 6.95 | 9.97% | 34.15万 | | ...

Core Points - The article highlights significant announcements from various companies, including investment projects, contract wins, operational data, and financial performance. Company Announcements - Cambrian Technology (寒武纪) refuted claims regarding large orders for carrier boards as false information [1] - Zhongyan Chemical (中盐化工) plans to invest 360 million yuan in a natural soda ash mining project with an annual production capacity of 5 million tons [1] - Wanlima (万里马) won a procurement project for the 2025-2026 Southern Airlines comprehensive support department [1] - Lu'an Energy (路安环能) reported July coal sales of 4 million tons, a year-on-year decrease of 6.1% [1][2] - *ST Huike (汇科) intends to acquire 51% of Yizheng Tong for 29.07 million yuan [1][2] - Chipsea Technology (芯海科技) is planning an H-share issuance [1] Investment Projects - Zhaowei Electromechanical (兆威机电) plans to invest in a new production base in Thailand [1] - Yunnan Energy Investment (云南能投) is investing in wind and solar power projects, including the Changning Changtian Wind Farm and a photovoltaic project costing 245 million yuan [1] Contract Wins - Longjian Construction (龙建股份) secured a 448 million yuan engineering project [1] - Wanlima (万里马) won a contract for the procurement of aircrew bags for Southern Airlines [1] Financial Performance - Taicheng Light (太辰光) reported a net profit of 173 million yuan for the first half of the year, a year-on-year increase of 118.02% [1] - Dongyangguang (东阳光) achieved a net profit of 613 million yuan, a year-on-year increase of 170.57% [3] - Oriental Cable (东方电缆) reported a net profit of 473 million yuan, a year-on-year decrease of 26.57% [3] - Limin Co. (利民股份) reported a net profit of 269 million yuan, a year-on-year increase of 747.13% [3] Shareholding Changes - Zhongzi Technology (中自科技) announced that shareholder Yin'an Lingying plans to reduce holdings by up to 3% [1][2] - Boshi Jie (博实结) announced plans for a combined reduction of up to 3% in shares by shareholders Botian Yi and Huitian Yi [1][2] Other Developments - Kingood (金固股份) signed a strategic cooperation framework agreement with Luming Robotics [1] - Qipai Technology (气派科技) plans to raise no more than 159 million yuan through a private placement [1]

Company News - China Heavy Industry announced on August 14 that it has submitted an application for voluntary termination of its A-share listing [7] - China Telecom reported a net profit of 23.02 billion yuan for the first half of the year and plans to distribute an interim dividend of 16.58 billion yuan [8] - Tianpu Co. announced that its actual controller is planning a change in company control, and its stock will be suspended from trading starting tomorrow [9] Industry News - The number of investors participating in margin trading reached 523,400 on August 13, marking a new high for the year, with an increase of 46,100 from the previous trading day, a 9.67% month-on-month growth [4] - The China Chemical and Physical Power Industry Association released a draft proposal on August 14 to maintain fair competition and promote healthy development in the energy storage industry, with 152 energy storage companies participating in the initiative [6] - Jiangsu Province announced on August 14 that it will waive towing and lifting fees for vehicle rescue services on highways starting in September, making it the first province to fully exempt these fees [6] - The Guizhou Provincial Government issued a three-year action plan for the high-quality development of the low-altitude economy, aiming to establish a basic low-altitude management mechanism by 2027 [6] Global Market - The U.S. stock market saw most indices rise, with the S&P 500 index reaching a new record closing high for three consecutive trading days, up 0.03% [10] - International crude oil futures prices increased by approximately 2%, with WTI crude oil futures for September rising by 2.09% [11] - COMEX gold futures fell by 0.77%, settling at $3,382 per ounce, while silver futures dropped by 1.46% to $38.04 per ounce [11]

证券代码：002669 证券简称：康达新材 公告编号：2025-092 康达新材料（集团）股份有限公司 具体内容详见公司刊登在巨潮资讯网及《证券时报》、《证券日报》、《上 海证券报》、《中国证券报》的《关于收购成都中科华微电子有限公司51%股权 的公告》（公告编号：2025-093）。 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、董事会会议召开情况 康达新材料（集团）股份有限公司（以下简称"公司"）第六届董事会第九 次会议通知于2025年8月9日以邮件及通讯方式向公司董事发出。会议于2025年8 月14日上午9:30在上海市浦东新区五星路707弄御河企业公馆A区3号楼公司会议 室以现场结合通讯表决方式召开，应出席董事13人，实际出席董事13人，全体董 事以通讯方式参加会议，参与表决的董事13人。本次会议由董事长王建祥主持， 公司董事会秘书列席了本次会议，会议的通知、召集、召开和表决程序符合《公 司法》及《公司章程》的规定。 二、董事会会议审议情况 表决结果：13票同意，0票反对，0票弃权 三、备查文件 特此公告。 康达新材料（集团）股份有限公司董事会 ...

Core Viewpoint - The article discusses the strategic acquisitions and investments made by Kangda New Materials, highlighting its expansion into the semiconductor and adhesive materials sectors, as well as its internationalization efforts in Southeast Asia [2][3]. Group 1: Acquisition and Investment - On August 14, Kangda New Materials announced a cash acquisition of 51% equity in Chengdu Zhongke Huamei Electronics Co., Ltd. for 275 million RMB, aiming to enhance its capabilities in the semiconductor integrated circuit field [2]. - On August 9, Kangda New Materials decided to increase capital in its subsidiary, Kangda New Materials (Thailand) Co., Ltd., with a total investment of approximately 10 million THB (around 2 million RMB), indicating a significant commitment to its Southeast Asian operations [2]. Group 2: Strategic Rationale - The acquisition of Zhongke Huamei is intended to integrate high-quality assets in the special integrated circuit design and testing sector, thereby expanding Kangda's footprint in the semiconductor industry [2]. - The investment in Thailand is part of a broader strategy to establish a production base for adhesive new materials, targeting the ASEAN market and leveraging Thailand's favorable logistics and supply chain environment [3]. Group 3: Market Positioning - Kangda New Materials (Thailand) is currently in the investment phase, with total assets below 10 million RMB and no revenue generated yet. The capital increase will expand its capital base nearly 50 times, signaling an acceleration in construction and capacity ramp-up [3]. - The company is building a "domestic R&D + overseas manufacturing" dual-cycle model to enhance its risk resilience and competitiveness in international markets [3].

Key Points - Tianpu Co., Ltd. is planning a change in control, leading to a suspension of trading from August 15, 2025, for up to two trading days [2] - Chipsea Technology and Shunhao Co., Ltd. are preparing to issue H-shares and list on the Hong Kong Stock Exchange, with plans to consider shareholder interests and market conditions [3] - ST Suwu's stock closed at 0.99 yuan on August 14, 2025, which is below the 1 yuan threshold that could lead to delisting after 20 consecutive trading days [4] Financial Performance - Bubu Gao reported a revenue of 2.129 billion yuan for the first half of 2025, a year-on-year increase of 24.45%, with a net profit of 201 million yuan [6] - Kelun Electronics achieved a revenue of 2.573 billion yuan, up 34.66% year-on-year, with a net profit of 190 million yuan [6] - Limin Co., Ltd. reported a revenue of 2.452 billion yuan, a 6.69% increase, and a net profit of 269 million yuan, up 747.13% [6] - Zhongguang Fanglong reported a revenue of 217 million yuan, a 10.31% increase, and a net profit of 10.6787 million yuan, up 321.87% [6] - Chuanjin Nuo reported a revenue of 1.744 billion yuan, a 27.91% increase, and a net profit of 177 million yuan, up 166.51% [6] - Taicheng Light reported a revenue of 828 million yuan, a 62.49% increase, and a net profit of 173 million yuan, up 118.02% [7] - Huagong Technology reported a revenue of 7.629 billion yuan, a 44.66% increase, and a net profit of 911 million yuan, up 44.87% [8] - Yifan Pharmaceutical reported a revenue of 2.635 billion yuan, a slight increase of 0.11%, and a net profit of 304 million yuan, up 19.91% [8] - Xidian New Energy reported a revenue of approximately 1.39 billion yuan, a 65.90% increase, and a net profit of approximately 139 million yuan, up 51.66% [8] - China Telecom reported a revenue of 269.4 billion yuan, a 1.3% increase, and a net profit of 23 billion yuan, up 5.5% [9] Important Transactions - Kangda New Materials plans to acquire 51% of Chengdu Zhongke Huamei Electronics for 275.4 million yuan, aiming to expand in the semiconductor integrated circuit field [13] - Jingu Co., Ltd. signed a strategic cooperation agreement with Luming Robotics to explore new material applications in robotics [13] - Zhaowei Electromechanical plans to invest up to 100 million USD in a new production base in Thailand [13] - Zhongyuan Neipei's subsidiary received a notification to supply smart electric control actuators for a European engineering group, with a projected sales amount of approximately 490 million yuan over nine years [14] - Jiadian Co., Ltd. won a bid for nuclear power project equipment worth approximately 608.98 million yuan [14] - Shenzhen Airport reported a passenger throughput of 5.4352 million in July 2025, a 2.02% year-on-year increase [14] - Gansu Energy Chemical received approval to resume production at a coal mine after safety inspections [14]

Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding significant corporate actions and financial results. Major Events - Cambrian: The company announced that recent online information regarding large orders and revenue forecasts is misleading and not true [4] - China Shipbuilding: The company has applied for voluntary delisting following a merger with China Shipbuilding Industry [5][6] - Kanda New Materials: The company plans to acquire 51% of Chengdu Zhongke Huamei for 275 million yuan to expand in the semiconductor integrated circuit sector [7] - Aimeike: A major arbitration case involving its subsidiary REGEN has been initiated, with a claim of approximately 1.6 billion yuan [8] - China Evergrande: A hearing regarding the company's liquidation is scheduled for September 16, with shares continuing to be suspended [9] - *ST Suwu: The company's stock price fell below 1 yuan, risking delisting if it remains below this threshold for 20 consecutive trading days [10] - Foton Motor: The company has identified tax payment issues amounting to approximately 28.83 million yuan for the years 2022-2024 [11][12] - Wolong Electric: The company has submitted an application for H-share issuance and listing in Hong Kong [13] - Dayuan Pump Industry: The company clarified that its liquid cooling business is part of its original operations, with first-quarter sales of approximately 1.6 million yuan [14] - Gansu Energy: The Jinhe Coal Mine has resumed production after passing safety inspections [15] - Chipsea Technology: The company plans to issue H-shares to enhance its international strategy [16] Financial Performance - China Telecom: Reported a net profit of 23.017 billion yuan for the first half of 2025, a year-on-year increase of 5.5% [17] - JD Group: Achieved a revenue of 356.7 billion yuan in Q2 2025, a year-on-year growth of 22.4% [19] - Chuanjinno: Reported a net profit of 177 million yuan for the first half of 2025, a significant increase of 166.51% [20] - Darentang: Achieved a net profit of 1.928 billion yuan for the first half of 2025, a year-on-year increase of 193.08% [21] - Baodi Mining: Reported a net profit of 61.592 million yuan for the first half of 2025, a decline of 40.11% [22] - Bailong Oriental: Achieved a net profit of 390 million yuan for the first half of 2025, a year-on-year increase of 67.53% [23] - Dunhuang Seed Industry: Reported a net profit of 54.454 million yuan for the first half of 2025, a year-on-year increase of 73.43% [24] - Huarui Precision: Achieved a net profit of 85.4597 million yuan for the first half of 2025, a year-on-year increase of 18.80% [25] - Chongqing Beer: Reported a net profit of 865 million yuan for the first half of 2025, a decline of 4.03% [26] - Heertai: Achieved a net profit of 354 million yuan for the first half of 2025, a year-on-year increase of 78.65% [27] Shareholding Changes - Junshi Biosciences: Major shareholder Shanghai Tanying plans to reduce its stake by up to 2% [28] - Tibet Tourism: Major shareholder Lvtou Group plans to reduce its stake by up to 0.97% [29] Strategic Partnerships - Shanying International: The company has signed strategic investment cooperation agreements with Yunyin Technology and Proton Technology to enhance industrial applications in the paper and packaging sectors [30]

康达新材：拟以2.75亿元收购中科华微51%股权 康达新材公告，公司拟以现金方式使用自有及自筹资金人民币2.75亿元收购成都中科华微电子有限公司 51%的股权。交易完成后，中科华微将成为公司的控股子公司，并纳入公司合并报表范围。 每经记者｜陈晴 每经编辑｜张益铭 并购重组 增减持 美信科技：股东润科投资拟减持不超3%公司股份 美信科技公告，持股4.68%的股东润科投资因资金需求，计划自公告披露之日起15个交易日后的3个月 内通过集中竞价/大宗交易方式合计减持不超过132.78万股，比例不超过公司总股本的3%。 盟科药业：股东盟科香港计划减持不超3%公司股份 业绩披露 东阳光：上半年净利润为6.13亿元，同比增长170.57% 东阳光公告，2025年上半年营业收入为71.24亿元，同比增长18.48%；净利润为6.13亿元，同比增长 170.57%。 步步高：2025年半年度净利润2.01亿元，同比增长357.71% 步步高公告，2025年半年度营业收入21.29亿元，同比增长24.45%；净利润2.01亿元，同比增长 357.71%。 中国电信：2025年上半年净利润230.17亿元，同比增长5.5% 中国电 ...

康达新材（002669）(002669.SZ)发布公告，公司与中科华微现有股东辽宁四和微科技有限公司("四和 微")、海南朗山科技有限公司(以下简称"朗山科技")、北京元六鸿远电子（603267）科技股份有限公司 ("鸿远电子")、青岛初尧弘毅创业投资基金合伙企业(有限合伙)(以下简称"初尧弘毅")，以及中科华微实 际控制人赵峰、孙丽娜，签署了《股权收购协议》，公司拟以自有及自筹资金人民币2.75亿元收购标的 公司51%股权。本次交易完成后，中科华微将成为公司的控股子公司，并纳入公司合并报表范围。 公司在"新材料+电子科技"的战略驱动下有序布局，拟通过本次收购实现在半导体集成电路领域的拓 展，纳入特种集成电路设计与检测领域的优质资产。本次交易在发展战略、市场渠道、产品与技术上均 可获得协同效应。同时，在交易完成后，中科华微将纳入公司合并报表范围内，预期将给公司带来新的 收入及利润增长点，提升公司盈利能力和持续经营能力，符合公司和全体股东的利益。 ...

Core Viewpoint - The company, 康达新材, plans to acquire a 51% stake in 中科华微 for RMB 275 million, aiming to enhance its presence in the semiconductor integrated circuit sector and improve profitability through strategic synergies [1] Group 1: Acquisition Details - 康达新材 has signed a share acquisition agreement with existing shareholders of 中科华微, including 辽宁四和微科技有限公司, 海南朗山科技有限公司, 北京元六鸿远电子科技股份有限公司, 青岛初尧弘毅创业投资基金合伙企业, and actual controllers 赵峰 and 孙丽娜 [1] - The acquisition will make 中科华微 a subsidiary of 康达新材, which will be included in the company's consolidated financial statements post-transaction [1] Group 2: Strategic Implications - The acquisition aligns with the company's strategy of integrating "new materials + electronic technology" and aims to expand into the specialized integrated circuit design and testing sector [1] - The transaction is expected to generate synergies in development strategy, market channels, products, and technology [1] Group 3: Financial Impact - Following the completion of the acquisition, 中科华微 is anticipated to contribute new revenue and profit growth, enhancing the company's profitability and sustainability [1]