Group 1 - Company plans to acquire 51% stake in Chengdu Zhongke Huamei Electronics for RMB 275 million [1][2] - Zhongke Huamei specializes in high-reliability integrated circuit products and has established four product lines: microcontroller chips (MCU), general integrated circuits, high power density power supplies, and system-in-package (SiP) [1] - The valuation report indicates that the total equity value of Zhongke Huamei is RMB 541 million, representing an increase of RMB 431 million and a growth rate of 391.07% [1] Group 2 - The acquisition will make Zhongke Huamei a subsidiary of the company, which will be included in the consolidated financial statements [2] - Performance commitments from existing shareholders include a net profit of no less than RMB 40 million, RMB 50 million, and RMB 60 million for the years 2025, 2026, and 2027 respectively [2] - The acquisition aligns with the company's strategy to expand into the semiconductor integrated circuit sector and is expected to enhance profitability and operational sustainability [2][3] Group 3 - As a state-controlled enterprise, the company aims to accelerate its strategic transformation towards the semiconductor integrated circuit industry [3] - The company focuses on addressing critical "bottleneck" issues and filling domestic gaps in the semiconductor field, emphasizing "hard technology" [3] - The company is building an industry chain that encompasses integrated circuit design, manufacturing (including ICs and power semiconductor devices), and packaging/testing [3]

Group 1 - Company plans to acquire 51% stake in Chengdu Zhongke Huami Electronics Co., Ltd. for RMB 27.54 million using self-owned and raised funds, making it a subsidiary [1] - Zhongke Huami is a high-tech enterprise specializing in the research and development of high-reliability integrated circuit products, focusing on providing quality products and services for special equipment clients [2] - The company has developed four main product lines: microcontroller chips (MCU), general integrated circuits, high power density power supplies, and system-in-package (SiP) circuits, with a strong market presence in the domestic MCU replacement sector [2] Group 2 - Zhongke Huami has been recognized as a national-level "little giant" enterprise and a national high-tech enterprise, with various qualifications in its field [2] - The company aims to expand its product range and create a dual-driven business model of digital and analog circuits to meet the growing technical demands in the special equipment sector [2]

Company Announcements - Tianpu Co., Ltd. is planning a change in control, leading to a suspension of its stock starting August 15, 2025, for no more than two trading days [1] - Cambrian is addressing misinformation regarding large substrate orders and revenue forecasts, which have caused abnormal stock price fluctuations [2] - China Shipbuilding Industry Corporation is merging with China Heavy Industry, resulting in China Heavy Industry's application for voluntary delisting from A-shares [2] - Dayuan Pump Industry reported that its liquid cooling temperature control business is part of its original operations, with Q1 sales revenue of approximately 1.6 million yuan, accounting for 0.43% of total revenue [2] Investments and Acquisitions - Juyi Rigging plans to invest 100 million yuan to establish a wholly-owned subsidiary in Tianjin for marine technology [5] - Kanda New Materials intends to acquire 51% of Zhongke Huami for 275 million yuan, expanding into the special integrated circuit design and testing sector [5] Shareholding Changes - Zhongzhi Holdings' largest shareholder, Changjiang Environmental Group, plans to transfer 24.73% of its shares through public solicitation [6] - Tibet Tourism's major shareholder, Lvtou Group, plans to reduce its stake by up to 0.97%, equating to 2.2 million shares [4] Financial Performance - China Telecom reported a net profit of 23.02 billion yuan for the first half of 2025, with a proposed interim dividend of 16.58 billion yuan [7] - Taicheng Light's net profit increased by 118% year-on-year in the first half of 2025, with revenue growth of 62.49% [8] Contracts and Projects - Jiadian Co., Ltd. has won a nuclear power project contract worth 609 million yuan [9] Stock Price Movements - Electronic City is undergoing a transition to technology city renewal services, with new business not yet contributing significantly to revenue or profit [3]

Core Insights - Kangda New Materials (Group) Co., Ltd. plans to acquire 51% of Chengdu Zhongke Huamei Electronics Co., Ltd. for 275 million yuan, making it a subsidiary and consolidating it into the company's financial statements [1] - Zhongke Huamei is a high-tech enterprise focused on the research and development of reliable integrated circuit products, with a product line that includes microcontroller chips, general integrated circuits, high power density power supplies, and system-in-package circuits [1] - The acquisition aligns with the company's strategy of integrating "new materials + electronic technology," aiming to expand its presence in the integrated circuit sector and enhance its capabilities in special integrated circuit design and testing [1] Company Strategy - The acquisition is expected to create synergies in development strategy, market channels, products, and technology, thereby enhancing the company's revenue and profit growth potential [1] - The move is anticipated to improve the company's profitability and sustainability, benefiting both the company and its shareholders [1]

Group 1 - The company Kanda New Materials (002669.SZ) plans to acquire 51% equity of Chengdu Zhongke Huamei Electronics Co., Ltd. for a cash consideration of RMB 27.54 million, which will make Zhongke Huamei a subsidiary included in the company's consolidated financial statements [1] Group 2 - Zhongke Huamei is a high-tech enterprise specializing in the research and development of high-reliability integrated circuit products, focusing on providing quality products and services for special equipment sector clients [2] - The company has developed four main product lines: microcontroller chips (MCU), general integrated circuits, high power density power supplies, and system-in-package (SiP) circuits, with a strong market presence in the domestic replacement segment for special equipment MCUs [2] - Zhongke Huamei has been recognized as a national-level "Little Giant" enterprise, a national high-tech enterprise, and has received various accolades such as the Sichuan Province Gazelle Enterprise and Chengdu Enterprise Technology Center [2] - The company aims to expand its product range and create a dual-driven business model of digital and analog circuits to meet the rapidly evolving technological demands in the special equipment sector [2]

今日聚焦 1、中国重工：已于8月14日提交A股股票主动终止上市申请 中国重工(601989.SH)公告称，中国船舶拟换股吸收合并中国重工，此次交易将导致公司不再具有独立 主体资格并被注销，公司已于8月14日向上交所提交A股股票主动终止上市的申请。 2、中国电信：上半年净利润230.2亿元 拟派发中期股息165.8亿元 中国电信(601728.SH)公告称，2025年上半年实现营业收入2694.22亿元，同比增长1.3%；实现归属于上 市公司股东的净利润230.2亿元，同比增长5.5%。公司拟按照2025年中期归属于公司股东的净利润人民 币230.2亿元的72%向全体股东分配股息，合计人民币165.8亿元。以实施权益分派股权登记日当日登记 的总股本为基数，向全体股东派发每股人民币0.1812元股息（含税）。 3、恒瑞医药：子公司收到SHR-7782注射液药物临床试验批准通知书 大元泵业(603757.SH)公告称，公司股票自2025年8月11日以来连续4个交易日内收盘价格涨停；股票自 2025年7月31日以来11个交易日日均换手率为6.06%，显著高于日常换手率，存在市场情绪过热的情 形，但公司基本面未发生重大 ...

Group 1 - The company Kanda New Materials (SZ 002669, closing price: 13.8 yuan) announced on August 14 that its sixth board meeting was held to discuss the acquisition of a 51% stake in Chengdu Zhongke Huamei Electronics Co., Ltd. [2] - For the year 2024, the revenue composition of Kanda New Materials is as follows: Adhesive industry accounts for 72.62%, electronic products business accounts for 8.48%, synthetic resin accounts for 6.1%, other businesses account for 4.28%, and pharmaceutical intermediates account for 3.31% [2]

康达新材（SZ 002669，收盘价：13.8元）8月14日晚间发布公告称，公司拟以现金方式使用自有及自筹 资金人民币约2.75亿元收购成都中科华微电子有限公司（简称"中科华微"）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。 （文章来源：每日经济新闻） 2024年1至12月份，康达新材的营业收入构成为：胶粘剂行业占比72.62%，电子产品业务占比8.48%， 合成树脂占比6.1%，其他业务占比4.28%，医药中间体占比3.31%。 ...

人民财讯8月14日电，康达新材（002669）8月14日晚间公告，公司拟以现金2.75亿元，收购成都中科华 微电子有限公司(简称"中科华微")51%的股权。交易完成后，中科华微将成为公司控股子公司。 中科华微专业从事高可靠集成电路产品研发和服务，致力于为特种装备领域客户提供优质产品和服务。 康达新材称，公司拟通过此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。 ...

审计报告 成都中科华微电子有限公司 容诚审字[2025]210Z0246 号 容诚会计师事务所(特殊普通合伙) 中国·北京 目 录 | 序号 | | 内 容 | 页码 | | | | --- | --- | --- | --- | --- | --- | | 1 | 审计报告 | | | 1- | | | 2 | 合并资产负债表 | | | 1 | | | 3 | 合并利润表 | | | 2 | | | 4 | 合并现金流量表 | | | 3 | | | 5 | 合并所有者权益变动表 | | | 4 | | | 6 | 母公司资产负债表 | | | 5 | | | 7 | 母公司利润表 | | | 6 | | | 8 | 母公司现金流量表 | | | 7 | | | 9 | 母公司所有者权益变动表 | | | 8 | | | 10 | 财务报表附注 | | - | 9 | 75 | 审 计 报 告 容诚审字[2025]210Z0246 号 成都中科华微电子有限公司全体股东： 一、审计意见 我们审计了成都中科华微电子有限公司（以下简称中科华微公司）财务报表，包括 2024 年 12 月 31 日、2025 年 ...