Core Viewpoint - Sega Technology (002796) is optimistic about the market prospects of the optical communication sector and plans to acquire a stake in Guangcai Xincheng (Zhejiang) Technology Co., Ltd. through a capital increase and share expansion [1] Company Overview - Guangcai Xincheng was established in May 2020 and focuses on the research and manufacturing of 100G-800G optical communication modules, with its headquarters and production base located in the New Modern Industrial Park in Jiaxing [1] - The company has rapidly developed its business and has become a strong competitor in the global mid-to-high-end optical module supply market [1] Product Development - On February 17, 2023, Guangcai Xincheng launched the 800G SR8 optical module, claiming to be the first globally to achieve mass production of 800G optical modules, with a total transmission rate of nearly 900 Gbps [1] - The company has established a vertically integrated manufacturing system from passive optical chips to optical modules, utilizing internationally advanced manufacturing processes [1] Strategic Rationale - Sega Technology's main businesses include mobile communication equipment and precision casing, with mobile communication being a key area of development that aligns with the optical communication sector [1] - The transaction is expected to optimize the company's communication industry layout and enhance business synergy and complementary customer resources, facilitating horizontal expansion and transformation of the communication industry [1] Transaction Details - The company plans to hold no more than 20% of Guangcai Xincheng's shares upon successful completion of the transaction [1] - The capital increase intention agreement is a preliminary investment cooperation intention, and the final transaction is subject to due diligence and negotiation [1]

Core Viewpoint - Sega Technology (002796.SZ) is optimistic about the market prospects of the optical communication sector and plans to acquire a stake in Optical Color Chip (Zhejiang) Technology Co., Ltd. through a capital increase and share expansion [1] Group 1: Company Strategy - The company recognizes the preliminary investments, technological reserves, and customer resources of the target company in the optical communication field [1] - The transaction aims to optimize the company's communication industry layout and aligns with its development strategy [1] Group 2: Business Synergy - The company's main business includes mobile communication equipment and precision casing, with mobile communication being a key area of development [1] - There is a significant complementarity and synergy between the customer resources of the company and the target company, which will aid in horizontal expansion and transformation of the communication industry [1] Group 3: Impact on Main Business - The transaction is not expected to have a major impact on the company's main business, nor will the main business significantly depend on the target company [1]

Group 1 - The company is optimistic about the market prospects of the optical communication segment [1] - The company recognizes the preliminary investments, technological reserves, and customer resources of the target company, Guangcai Xincheng (Zhejiang) Technology Co., Ltd. [1] - The company plans to acquire a portion of the equity of the target company through a capital increase and has signed a "Capital Increase Intent Agreement" with the target company [1] Group 2 - If the transaction is successfully completed, the company is expected to hold no more than 20% of the equity of the target company after the completion of this transaction [1]

本公司及董事会全体成员保证公告内容真实、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 苏州市世嘉科技股份有限公司（以下简称"公司"或"世嘉科技"）第五届 董事会第五次会议于 2025 年 8 月 3 日在公司会议室以现场结合通讯的方式召开。 会议由公司董事长王娟女士召集和主持，应到董事 5 人，实到董事 5 人，公司高 级管理人员列席了本次会议。根据《苏州市世嘉科技股份有限公司董事会议事规 则》有关规定，经与会董事一致同意，本次会议豁免提前 2 日通知；本次会议的 召集和召开程序、出席人数、审议和表决程序均符合《中华人民共和国公司法》 （以下简称"《公司法》"）及《苏州市世嘉科技股份有限公司章程》（以下简称"《公 司章程》"）等有关规定。 二、董事会会议审议情况 1. 审议通过《关于签署<增资意向协议>的议案》 关于本议案的具体内容详见同日刊登于巨潮资讯网（www.cninfo.com.cn）的 《关于签署增资意向协议的提示性公告》。 证券代码：002796 证券简称：世嘉科技 公告编号：2025-035 苏州市世嘉科技股份有限公司 第五届董事会第五次会议决议公告 三、备查文件 ...

证券代码：002796 证券简称：世嘉科技 公告编号：2025-036 与标的公司签署了《增资意向协议》（以下简称"本次交易"）。 苏州市世嘉科技股份有限公司 关于签署增资意向协议的提示性公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 特别提示：本次交易存在一定的不确定性，本次增资意向协议仅为本次交易 各方初步达成的投资合作意向，交易各方需根据尽职调查结果并经公平商议后 最终确认是否签署正式投资协议，最终本次交易能否达成尚存在不确定性。因此， 暂无法预计对公司本年度以及未来年度财务状况、经营成果等可能造成的影响。 其次，本次交易需要标的公司股东会审议通过，目前本公司仅与标的公司主要股 东达成一致意向，尚未与标的公司其他股东就本次交易进行沟通。故本次交易存 在交易条款无法达成一致的风险。敬请投资者理性投资，审慎决策，注意投资风 险。 基于当前信息的初步判断及初步意向沟通结果，本次交易不涉及关联交易， 亦不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 公司最近三年未披露过框架协议或意向性协议。 苏州市世嘉科技股份有限公司（以下简称"公司"）于 202 ...

Group 1 - The 6G concept has seen a strong surge in the market, with companies like ShuoBeide rising nearly 17%, and others such as XingSen Technology and ZhiZhen Technology hitting the daily limit up [1] - The Ministry of Industry and Information Technology (MIIT) is committed to promoting high-quality development in the information and communication industry, focusing on network construction, application promotion, and technological innovation [1] - MIIT plans to accelerate the deployment of 5G-A and 10G optical networks, and enhance the national integrated computing power network system [1] Group 2 - The telecommunications industry in China has maintained stable operations in the first half of the year, with continuous growth in telecom business volume and expansion of user scales for 5G, gigabit, and IoT [2] - By 2025, the telecommunications sector is expected to experience a period of technological iteration and policy benefits, with new growth drivers from AI, quantum communication, and low-altitude economy [2] - There is an anticipated ongoing demand for communication infrastructure such as base stations, optical cables, and data centers, which will create new opportunities for devices, equipment, and service operations [2]

[Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company projects a net loss attributable to shareholders of RMB 36 million to RMB 46 million for H1 2025, a reversal from prior year's profit, with non-recurring net profit also widening Performance Forecast Summary | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: RMB 36.00 million - RMB 46.00 million | Profit: RMB 17.7976 million | | **Net Profit Excluding Non-Recurring Items** | Loss: RMB 25.00 million - RMB 35.00 million | Loss: RMB 2.4694 million | | **Basic Earnings Per Share** | Loss: RMB 0.14/share - RMB 0.18/share | Profit: RMB 0.07/share | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company has fully communicated with its accounting firm regarding the performance forecast, with no disagreements, though this preliminary estimate by the finance department remains unaudited - This performance forecast is a preliminary estimate by the company's finance department, unaudited, but has been communicated with the accounting firm with no disagreements[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The company attributes its performance loss to four factors: slowing market demand, increased expenses from a subsidiary's temporary shutdown, higher equity incentive costs, and a fair value loss of approximately RMB 7.13 million from Rongqi Technology shares, with non-recurring items negatively impacting net profit by about RMB 11.60 million - Slowing market demand led to a decrease in the company's operating revenue[5](index=5&type=chunk) - Increased expenses due to the temporary shutdown of subsidiary Zhongshan Yitaina[5](index=5&type=chunk) - Higher equity incentive expenses recognized in the current period compared to the prior period[5](index=5&type=chunk) - A fair value change loss of approximately **RMB 7.13 million** was recognized in the current period from Rongqi Technology shares, measured at fair value[6](index=6&type=chunk) - Non-recurring items negatively impacted net profit by approximately **RMB 11.60 million** during the reporting period, primarily from fair value changes of Rongqi Technology shares and employee resettlement costs at subsidiary Zhongshan Yitaina[6](index=6&type=chunk) [Risk Warning and Other Notes](index=2&type=section&id=IV.%20Risk%20Warning%20and%20Other%20Notes) The company advises investors that this performance forecast is preliminary, and final financial data will be based on the officially disclosed 2025 semi-annual report, urging caution regarding investment risks - This performance forecast is a preliminary estimate; final data will be based on the official semi-annual report, advising investors to exercise caution in their decisions[7](index=7&type=chunk)

Core Viewpoint - Sega Technology announced a temporary shutdown of its wholly-owned subsidiary, Zhongshan Yitaina Precision Manufacturing Technology Co., Ltd., to optimize resource allocation and reduce losses due to a challenging market environment and declining operational performance [2][3] Group 1: Company Overview - Zhongshan Yitaina was established on October 20, 2011, with a registered capital of 30 million yuan, primarily engaged in precision casing systems, including elevator casing systems and specialized equipment casing systems [2] - The subsidiary has been facing continuous operational declines due to a sluggish real estate market and intensified competition, resulting in a revenue of 50,961,538.29 yuan and a net loss of 8,559,476.19 yuan for the fiscal year 2024 [2] Group 2: Financial Impact - The revenue from Zhongshan Yitaina accounted for 5.31% of Sega Technology's most recent audited revenue, while its net assets represented only 0.01% of the equity attributable to the parent company [3] - The expected impact of the temporary shutdown on the consolidated net profit of Sega Technology is estimated to be between -15 million and -12 million yuan, with the exact figure to be confirmed in the 2025 audited report [3] Group 3: Operational Status - Aside from Zhongshan Yitaina, the operations of Sega Technology and its other subsidiaries are functioning normally, ensuring that the main business operations remain unaffected [3]

Core Viewpoint - The document outlines the investor relations management system of Suzhou Sega Technology Co., Ltd., emphasizing the importance of effective communication between the company and its investors, particularly small and medium-sized investors, to enhance corporate governance and protect investor rights [1][2]. Group 1: Principles of Investor Relations Management - The investor relations management should adhere to compliance, ensuring all activities are conducted in accordance with relevant laws and regulations [2][5]. - Equal treatment of all investors is essential, with a focus on providing opportunities for small and medium-sized investors [2][3]. - Proactive engagement with investors is necessary, including listening to their feedback and addressing their concerns in a timely manner [2][3]. - Honesty and integrity must be maintained in all investor relations activities to foster a healthy market environment [2][3]. Group 2: Communication Content and Methods - Key communication topics include the company's development strategy, legal disclosures, operational management information, environmental, social, and governance (ESG) information, and shareholder rights [3][4]. - The company should utilize multiple channels and platforms for investor relations, including the company website, new media, and direct communication methods like meetings and roadshows [4][5]. - A dedicated investor relations contact point should be established to ensure effective communication and feedback mechanisms [4][5]. Group 3: Responsibilities and Implementation - The board secretary is responsible for organizing and coordinating investor relations activities, ensuring compliance with regulations [8][9]. - The investor relations team must maintain accurate records of all investor interactions and manage the communication channels effectively [10][11]. - Regular training for key personnel on investor relations management is necessary to enhance understanding of legal requirements and company policies [10][11].

Group 1 - Hengbang Co., Ltd. plans to establish a joint venture with Huasheng Development with a registered capital of 10 million yuan, where Hengbang will contribute 8 million yuan (80%) and Huasheng will contribute 2 million yuan (20%) [1] - Hunan Gold's subsidiary Anhua Zhazi Creek Smelting Plant will undergo temporary maintenance starting from the end of June 2025, expected to last no more than 30 days [2] - Defu Technology's subsidiary signed supply agreements for lithium battery copper foil products with two leading global companies, with contract durations of 3 years and 5 years respectively [3] Group 2 - Binjiang Group won the rights to two residential land parcels for a total price of 4.368 billion yuan [5] - Zhong'an Technology announced the resignation of its executive vice president and board secretary due to personal reasons [7] - Changqing Technology's project for special polymer materials and electronic materials has officially commenced production, adding a capacity of 120,500 tons per year [10] Group 3 - Gansu Energy received approval from the China Securities Regulatory Commission to publicly issue bonds totaling up to 2 billion yuan [10] - Shuoshi Biology obtained a medical device registration certificate for an in vitro diagnostic reagent, valid until June 2030 [12] - Yawen Co., Ltd. plans to issue shares to specific investors, with the application accepted by the Shenzhen Stock Exchange [13] Group 4 - Guoyao Modern's subsidiary received approval for the listing of a raw material drug, which is a selective anticholinergic agent [16] - Inner Mongolia First Machinery's subsidiary signed a railway freight car procurement contract worth 130 million yuan [18] - Xining Special Steel plans to raise up to 1 billion yuan through a private placement to its controlling shareholder [39] Group 5 - Huadong Medicine's subsidiary received approval for a clinical trial of a new injectable drug targeting advanced solid tumors [29] - Warner Pharmaceutical's compound potassium hydrogen phosphate injection passed the consistency evaluation for generic drugs [30] - North Special Technology plans to raise up to 300 million yuan through a private placement for a production base project in Thailand [30] Group 6 - Xiangyang Technology is the first candidate for a 533 million yuan Airbus project [45] - Haishun New Materials intends to acquire 100% of Guangdong Zhengyi Packaging [46] - Jida Zhengyuan's shareholder plans to reduce their stake by up to 0.73% due to personal financial needs [47]