Group 1 - Chip stocks experienced a significant rally in the afternoon trading session, with notable increases in share prices [1] - Taiji Co., Ltd. saw a rise of over 15%, indicating strong market interest [1] - Other companies such as Dazzle Semiconductor, Lexin Technology, and Juchip Technology reported gains of over 5% [1] Group 2 - Additional companies including Fudan Microelectronics, Guomai Technology, SMIC, Rockchip, and Chipsea Technology also experienced upward movement in their stock prices [1]

Group 1 - The core point of the news is that Changjiang Industrial Group is set to become the controlling shareholder of Taiji Co., Ltd. through a transaction involving the transfer of 32.04% equity from the original shareholders of Xiangyang Xinyiyuan Semiconductor Co., Ltd. [1] - After the completion of this transaction, Changjiang Industrial Group will increase its number of controlled listed companies to six, covering various industries such as biomedicine, optoelectronics, new energy vehicles, and modern chemicals [1][3] - The transaction involves Changjiang Industrial Group acquiring the 32.04% equity at a price of 74.59 yuan per share, totaling 430 million yuan, while also obtaining exclusive voting rights for the remaining 63.79% equity [1] Group 2 - Taiji Co., Ltd. is recognized as the first listed company in China for high-power semiconductor devices and is a leading enterprise in the power semiconductor device sector [2] - In 2024, Taiji Co., Ltd. reported a revenue of 354 million yuan, representing a year-on-year increase of 10.76%, while the net profit attributable to shareholders decreased by 18.77% to 25.29 million yuan [2] - In the first quarter of 2025, the company achieved a revenue of 74.46 million yuan, a slight decline of 5.8%, but the net profit attributable to shareholders turned positive at 17.09 million yuan [2] Group 3 - The acquisition is part of Changjiang Industrial Group's strategy to strengthen its optoelectronic information industry and achieve its goal of "5 fives and 1 six" [3] - Post-acquisition, Taiji Co., Ltd. is expected to create synergies with the group's automotive and new energy sectors, enhancing the overall value chain in the optoelectronic industry [3] - The group aims to integrate local semiconductor industry resources through this acquisition, fostering the development of a semiconductor industry cluster in Hubei province [3]

智通财经6月23日电，芯片股震荡拉升，存储芯片、光刻机等方向领涨，大为股份、波长光电双双涨 停，中晶科技、晶方科技、芯导科技涨超5%，台基股份、中科飞测、拓荆科技等跟涨。 芯片股震荡走强 大为股份、波长光电双双涨停 ...

Core Viewpoint - The control change of Taiji Co., Ltd. is underway, with Changjiang Industrial Investment Group set to become the indirect controlling shareholder, leading to a shift in actual control to the Hubei Provincial State-owned Assets Supervision and Administration Commission [1][2]. Company Overview - Taiji Co., Ltd. is based in Xiangyang, Hubei Province, specializing in the research, manufacturing, sales, and service of power semiconductor devices, including high-power thyristors, rectifiers, IGBTs, and power semiconductor modules [1]. - The company is recognized as a major provider of high-power semiconductor devices in China, serving multinational corporations, research institutions, and industry leaders [1]. Financial Performance - In 2024, Taiji Co., Ltd. reported operating revenue of 354.14 million yuan, a year-on-year increase of 10.76%, while total profit decreased by 34.01% to 25.17 million yuan, and net profit attributable to shareholders fell by 18.77% to 25.29 million yuan [2]. Control Change Details - The agreement involves the transfer of 5,767,590 shares (32.0369% of registered capital) from the current controlling shareholder to Changjiang Industrial Group, along with the delegation of voting rights for the remaining shares [3]. - After the completion of this equity change, Changjiang Industrial Group will become the controlling shareholder of the company, with the actual controller changing from Mr. Xing Yan to the Hubei Provincial State-owned Assets Supervision and Administration Commission [3]. Changjiang Industrial Group Profile - Established on January 25, 2022, Changjiang Industrial Group has a registered capital of 33.6 billion yuan and total assets of 250.9 billion yuan, managing over 700 billion yuan in funds [4]. - The group aims to integrate semiconductor industry resources in Hubei, fostering a semiconductor industry cluster and promoting collaborative development across various segments [5]. Market Reaction - Following the announcement of the control change, Taiji Co., Ltd.'s stock opened at 36.99 yuan, reaching a maximum increase of 16.32%, and ultimately closed at 33.6 yuan, reflecting a 5.66% rise [5].

Core Viewpoint - The control of Taiji Co., Ltd. (300046.SZ) is set to change as its actual controller, Xing Yan, transfers a 32.0369% stake in its controlling shareholder, Xiangyang Xinyi Yuan Semiconductor Co., Ltd., to Changjiang Industrial Investment Group, which is wholly owned by the Hubei Provincial State-owned Assets Supervision and Administration Commission [1][2][3] Group 1 - The transfer price for the 32.0369% stake in Xinyi Yuan is approximately 430 million yuan [2] - After the completion of this equity change, Changjiang Industrial Group will control 26.32% of Taiji's voting rights, becoming its indirect controlling shareholder [3] - Taiji's performance has not shown significant improvement in recent years, particularly after a failed venture into the film industry [1][4] Group 2 - Taiji's revenue has remained around 300 million yuan since 2020, with its financial performance heavily influenced by investment income and fair value changes [4][5] - The company's investment income is projected to decline from 9.6694 million yuan in 2023 to -16.3376 million yuan in 2024, while operating profit is expected to decrease from 39.7586 million yuan in 2023 to 27.0036 million yuan in 2024 [5] - The progress of Taiji's fundraising projects has been slow, with only 44.84% and 9.34% completion rates for two key projects as of the end of 2024 [5]

Group 1 - The core point of the news is the transfer of 32.0369% equity of Xinyiyuan by the actual controller of Taiji Co., Ltd. to Changjiang Industrial Group, which will become the controlling shareholder of Xinyiyuan and indirectly hold 8.43% of Taiji Co., Ltd. [1][2] - The transfer price for the equity is set at 74.59 yuan per share, totaling 430 million yuan, and after the transaction, Changjiang Industrial Group will hold 26.32% of the voting rights in Taiji Co., Ltd. [2] - Following the resumption of trading, Taiji Co., Ltd.'s stock opened 11% higher and later rose by 9.28%, reaching a market capitalization of approximately 8.22 billion yuan [2] Group 2 - Changjiang Industrial Group aims to integrate semiconductor industry resources in Hubei Province and build a semiconductor industry cluster through this acquisition [2] - Taiji Co., Ltd. focuses on the power semiconductor industry, with a full industrial chain capability in core products such as thyristors and IGBTs, and plans to develop new devices by 2025 [3] - In terms of performance, Taiji Co., Ltd. reported a revenue of 354 million yuan in 2024, a year-on-year increase of 10.76%, but a decline in net profit by 18.77% to 25.29 million yuan [3]

本次交易的转让标的为转让方合法持有的新仪元5,767,590股(对应目标公司注册资本5,767,590元,占 新仪元总股本的32.0369%)及其对应的全部权益。 经协商，各方一致同意标的股权转让价格为74.59元/股(即74.59元/注册资本)，标的股权转让价款合 计为430,204,538.10元人民币。 中国经济网北京6月20日讯 台基股份(300046.SZ)今日复牌，开盘大涨11.19%，报155.46元。 此前，台基股份于2025年6月12日收到控股股东襄阳新仪元半导体有限责任公司(以下简称"新仪 元")及实际控制人邢雁通知，其正在筹划公司控制权变更相关事宜，该事项可能导致公司实际控制人发 生变更。上述事项尚在筹划中，存在不确定性，公司股票自2025年6月13日开市起停牌。 据台基股份昨晚公告，本次权益变动主要系公司实际控制人邢雁及其他29名自然人(以下简称"出让 方")向长江产业投资集团有限公司(以下简称"长江产业集团")转让襄阳新仪元半导体有限责任公司(以下 简称"新仪元")5,767,590股股权(对应新仪元5,767,590元注册资本，占新仪元股权比例为32.0369%)，并将 其持有剩余 ...

Group 1 - President Xi Jinping emphasized the urgency of a ceasefire in the Middle East, stating that the use of force is not the correct way to resolve international disputes [1] - The Chinese photovoltaic industry is expected to see a significant production cut in Q3, with operating rates projected to decrease by 10%-15% [1] - The Ministry of Commerce announced it will expedite the review of export license applications related to rare earths, aiming to maintain global supply chain stability [1] Group 2 - The China Securities Index will officially launch the China Science and Technology Innovation Semiconductor Index on June 20, 2025, which will include 50 companies from the STAR Market and ChiNext [2] - The Ministry of Commerce highlighted the importance of China-EU economic and trade relations, emphasizing ongoing communication and cooperation [2] Group 3 - Kweichow Moutai announced a cash dividend of 27.673 yuan per share for the 2024 fiscal year, totaling 34.671 billion yuan [3] - Zhongqi New Materials reported that Starry Sky Technology has become its controlling shareholder [3] - Lianchuang Optoelectronics noted strong demand for drone countermeasure equipment in the Middle East [3] Group 4 - Fuhuang Steel Structure announced the termination of its plan to issue shares and pay cash for asset purchases [4] - Shengnuo Bio expects a significant increase in net profit for the first half of the year, projecting a year-on-year growth of 254%-332% [4] Group 5 - Zhongyan Chemical plans to agree to a capital reduction for Zhongyan Alkali Industry, which is expected to constitute a major asset restructuring [5] - Kanda New Materials intends to acquire at least 51% of Zhongke Huamei's shares to expand into the semiconductor integrated circuit field [6] Group 6 - Times Publishing clarified that it does not engage in stablecoin business and has a minimal indirect stake in JD Technology [8] - Sanhua Intelligent Controls confirmed the final price for its H-share issuance at 22.53 HKD per share [9] Group 7 - Taiji Co. announced that Changjiang Industrial Group will become its indirect controlling shareholder, with stock resuming trading on June 20, 2025 [10] - Guosen Securities received approval from the Shenzhen Stock Exchange for its acquisition of 96.08% of Wanhe Securities [10] Group 8 - Zhongsheng Pharmaceutical completed the first participant enrollment for its Phase III clinical trial of the innovative drug RAY1225 for obesity [11] - Yuncong Technology stated that its multi-modal AI technology for live detection can be applied to stablecoin wallet scenarios [12]

Focus Events - Guosen Securities has received approval from the Shenzhen Stock Exchange for the acquisition of 96.08% of Wanhe Securities, marking the third broker merger project approved since last year, pending further approval from the CSRC [1] - The People's Bank of China is set to announce the June Loan Prime Rate (LPR), with the current 1-year LPR at 3% and the 5-year LPR at 3.5% [1] Macro News - He Lifeng, a member of the Political Bureau of the CPC Central Committee, stated at the Qingdao Summit that China is an ideal, safe, and effective investment destination for multinational companies due to its vast domestic market and complete industrial system [1] Industry Dynamics - Three departments have mandated that car manufacturers must not engage in exaggerated or false advertising and must uphold product quality, emphasizing long-term responsibility and avoiding short-term cost-cutting measures [4] - The Chinese photovoltaic industry is expected to see a significant production cut of 10% to 15% in the third quarter as part of a "production limit to maintain prices" strategy [6] - The Ministry of Commerce announced it will expedite the review of rare earth export license applications to maintain global supply chain stability [6] Company Focus - Suning.com plans to sell four Carrefour subsidiaries for a total of 4 yuan, which is expected to increase the company's net profit by approximately 572 million yuan [9] - CATL intends to use up to 4.5 billion yuan of idle fundraising for cash management in safe, liquid deposit products [9] - Xiaomi has invested 635 million yuan to acquire 728 acres of industrial land in Beijing for the construction of a new energy intelligent connected vehicle manufacturing project [9][10] - Jinzongzi Wine clarified that it is not exiting the liquor industry, but is standardizing its business scope in compliance with regulatory requirements [11] - Konda New Materials plans to acquire at least 51% of Chengdu Zhongke Huamei Electronics to expand into the semiconductor integrated circuit sector [11] - Online and Offline announced a potential change in control, leading to a temporary suspension of its stock [12] - Taiji Co. announced that the Hubei State-owned Assets Supervision and Administration Commission has become the controlling shareholder, with stock resuming trading [13][14] - Zhongyan Chemical plans to agree to a capital reduction for Zhongyan Alkali Industry, which is expected to constitute a major asset restructuring [15] - Lianchuang Optoelectronics reported strong demand for drone countermeasures in the Middle East and is actively engaging with potential local clients [15] - Shengnuo Bio expects a net profit increase of 253.54% to 332.10% for the first half of 2025, driven by strong performance in its peptide raw material business [16] - *ST Gongzhi's stock will resume trading and enter a delisting preparation period, with the last trading date expected to be July 10, 2025 [17]

Core Viewpoint - The actual controller of Taiji Co., Ltd. has changed to the Hubei Provincial State-owned Assets Supervision and Administration Commission following the transfer of shares to Changjiang Industrial Group, which now holds control over the company through its stake in Xinyiyuan [2][3][4]. Group 1: Share Transfer and Control Change - On June 19, Taiji Co., Ltd. announced that its actual controller, Xing Yan, along with 29 other individuals, transferred 32.0369% of their shares in Xinyiyuan to Changjiang Industrial Group, while also entrusting the voting rights of the remaining shares to Changjiang [2][4]. - After the completion of this equity change, Changjiang Industrial Group became the controlling shareholder of Xinyiyuan, thus obtaining control over Taiji Co., Ltd. indirectly [2][4]. - The total transfer price for the shares was set at 4.3 billion yuan, with a per-share price of 74.59 yuan [4]. Group 2: Company Overview and Financial Performance - Taiji Co., Ltd. specializes in the research, manufacturing, and sales of power semiconductor devices, including products like thyristors, rectifiers, IGBTs, and power semiconductor modules [5]. - In 2024, the company reported revenue of approximately 354 million yuan, reflecting a year-on-year growth of 10.76%, while the net profit attributable to shareholders decreased by 18.77% to 25.29 million yuan [5]. Group 3: Strategic Goals of Changjiang Industrial Group - Changjiang Industrial Group aims to integrate semiconductor industry resources in Hubei Province through this acquisition, fostering the development of a semiconductor industry cluster [7]. - The group plans to enhance the competitive position of Taiji Co., Ltd. in the power semiconductor sector, focusing on expanding its product offerings in IGBT, MOSFET, and third-generation semiconductors like SiC and GaN [8]. - Following the acquisition, Changjiang Industrial Group will control six listed companies, diversifying its portfolio across various industries including biomedicine, optoelectronics, and new energy vehicles [8].