据军队采购网1月6日发布的信息显示，成都国星通信有限公司注册地址为四川省成都市高新区西芯大道3号10栋，统一社会信用代码为 91510100716092465M。经调查核实，该公司在参与项目编号为2020-ZCWDDK-W1002的采购活动中，存在串通投标等违规行为。依据军队供应商管理相关 规定，西部战区联合参谋部直属工作局作出了上述处罚决定，处罚期限自2026年1月6日起计算。 对于此次处罚对公司的影响，振芯科技在公告中表示，目前公司及子公司整体生产经营活动正常。经统计，国星通信近五年未与西部战区（机关和直属单 位）发生业务往来，最近一次合作是在2020年，当时签订的采购合同金额为98.95万元，占振芯科技2020年度营业收入比例仅为0.17%。因此，公司预计本次 违规处理决定对生产经营暂不构成重大影响。 1月7日，振芯科技发布公告称，其控股子公司成都国星通信有限公司收到西部战区联合参谋部直属工作局的违规处理决定，自2026年1月6日起，3年内禁止 参加西部战区（机关和直属单位）范围物资工程服务采购活动。 ...

Acquisition - Sumida plans to acquire 16.92% of Blue Science and Technology for 403 million yuan, purchasing 60 million shares at a price of 6.71 yuan per share [1] Earnings Disclosure - Kuozi Liquor forecasts a 50% to 60% decrease in net profit attributable to shareholders for 2025, estimating between 662 million yuan and 828 million yuan [2] - High Energy Environment anticipates a net profit increase of 55.66% to 86.79% for 2025, projecting between 750 million yuan and 900 million yuan [3] - Zhongke Lanyun expects a significant net profit increase of 366.51% to 376.51% for 2025, estimating between 1.4 billion yuan and 1.43 billion yuan [4] Shareholding Changes - New Link Electronics' controlling shareholder plans to reduce its stake by up to 3%, amounting to a maximum of 25.02 million shares [5] - Funeng Technology's shareholder Shenzhen Anyan intends to reduce its holdings by up to 2%, totaling a maximum of 24.44 million shares [6] - Tianhe Magnetic Materials' shareholder Nantong Yuanlong plans to reduce its stake by up to 3%, with a total of 792.84 thousand shares [7] Risk Matters - Zhenxin Technology's subsidiary has been banned from participating in procurement activities in the Western Theater due to violations, effective from January 6, 2026, for three years [8] - *ST Chang Pharmaceutical's stock may face termination of listing due to various financial and legal issues [9] - Baoneng New Energy's actual controller has been fined 12 million yuan for violations related to information disclosure, including a 2 million yuan fine and the confiscation of 25.54 million yuan in illegal gains [10]

Summary of Key Points Core Viewpoint - On January 7, several A-share listed companies disclosed their shareholding changes, with some announcing plans to increase their holdings while others indicated intentions to reduce their stakes. Group 1: Shareholding Increases - Zhenxin Technology's directors Yang Zhang, Yang Guoyong, and Mo Ran plan to increase their shareholdings [2] - Anfu Technology's certain directors and senior management intend to increase their holdings by approximately 11.9 million to 13.4 million yuan [2] - Aidi Precision has received a commitment letter for a stock repurchase loan of 180 million yuan from CITIC Bank [2] Group 2: Shareholding Reductions - Yili Group's chairman Pan Gang plans to reduce his holdings by no more than 0.98% [3] - Jiao Cheng Ultrasonic's shareholder Jianlin Management intends to reduce its stake by no more than 1.64% [3] - Tianhe Magnetic Materials' shareholder Nantong Yuanlong plans to reduce its holdings by no more than 3% [3] - New Link Electronics' controlling shareholder intends to reduce its stake by no more than 3% [3] - Beidou Star's certain directors and executives plan to collectively reduce their holdings by no more than 0.012% [3] - Aili Home's shareholders Zexing and Zehui plan to reduce their holdings by no more than 1.8947% [3] - Rutong Co.'s senior management member plans to reduce his holdings by no more than 0.0097% [3] - Hengshang Energy's Qian Lirong plans to reduce his holdings by no more than 1.8384%, and Lu Fengxian plans to reduce by no more than 1% [3] - Saiteng Co.'s shareholders plan to reduce their holdings by no more than 3% [3] - Longhua New Materials' executive Xu Wei plans to reduce his holdings by no more than 0.01% [3] - Six other companies, including Siquan New Materials and Tianhong Co., have also announced various reductions in shareholdings [3]

Group 1 - North Navigation announced that it has no relevant business in the commercial aerospace sector and has not obtained any related orders [1][2] - Su Mei Da plans to acquire 16.92% of Blue Science and Technology shares for a total price of 403 million yuan [6] - Shenling Environment intends to invest 50 million yuan in an industrial investment fund focusing on data centers, hard technology, AI, and renewable energy [3] Group 2 - Zhaoming Technology's subsidiary received allocation of 66,900 shares from Zhiyu, amounting to 7.7738 million Hong Kong dollars [4] - Anke Intelligent Electric won a contract worth approximately 75.79 million yuan for an EPC project with a Pakistani power company [10] - The company Huizhong shares renewed a strategic cooperation agreement with Anfu Li to enhance global market sales and joint product development [11] Group 3 - The company Wanglong New Energy plans to sell 100% of its subsidiary Dujianglong Energy for 197 million yuan [11] - Xiangyang Bearing announced a free transfer of state-owned shares, which will not significantly impact its operations [12] - The company Sanhua Intelligent Control announced a cash dividend of 1.20 yuan per 10 shares for its A-share holders [13] Group 4 - The company Zhiwei Technology expects a net profit decrease of 50% to 60% for 2025, primarily due to market changes in the liquor industry [18] - The company Dongrui shares reported a 43.07% increase in pig sales revenue for 2025 [19] - The company Lihua shares reported a total sales revenue of 14.26 billion yuan from meat chickens in 2025 [20] Group 5 - The company Jiyou shares expects a net profit loss for 2025 due to market demand issues [21] - The company Zhongke Blue News anticipates a net profit increase of 366.51% to 376.51% for 2025, driven by investments in certain companies [22] - The company Chuanjinno expects a net profit increase of 144.24% to 172.64% for 2025 due to market demand and production optimization [23]

法律途径受阻后，双方的对抗从控股股东层面进一步蔓延至上市公司。2025年12月26日，振芯科技2025 年第一次临时股东大会上，《股东会议事规则》《董事会议事规则》等三项关键议案被控股股东国腾电 子集团投出的反对票否决。随后的12月30日便上演了前述的"公开信事件"。而何燕一方则试图通过修改 公司章程、提前改选董事会等方式渗透管理层面，双方围绕控制权的争夺已形成明显的公司治理僵局。 在控制权之争持续升级的背景下，此次控股子公司违规被罚的事件更显敏感。尽管此次被罚的国星通信 涉事业务占比极低，但市场担忧，公司内部治理的混乱可能影响合规管理体系的有效落地。 值得关注的是，2025年12月30日，振芯科技董事长谢俊、副董事长徐进、董事柏杰联合发布1600余字公 开信，直指何燕"从未为公司发展做过贡献，反而因其个人问题造成巨大障碍"，并质疑其国籍等问题可 能触碰行业准入红线，同时指控何燕无端否定董事会决策、多次举报公司等行为干扰正常经营。 企查查数据显示，徐进同时担任着国星通信董事长、法定代表人，谢俊任国星通信董事。 公开信息显示，振芯科技这场围绕公司控制权的博弈已持续超过7年，核心是控股股东成都国腾电子集 团有限公 ...

格隆汇1月7日丨振芯科技(300101.SZ)公布，收到公司董事杨章先生、董事兼总经理杨国勇先生、董事 莫然先生出具的《关于股份增持计划的告知函》，基于对公司未来发展前景的坚定信心，杨章、杨国 勇、莫然先生计划自本公告披露之日起6个月内增持公司股票（窗口期不增持），合计增持金额不低于 人民币510万元且不超过人民币1,020万元。 ...

经调查核实，国星通信在参加项目编号2020-ZCWDDK-W1002采购活动中，存在串通投标等违规行为。 振芯科技（300101）(300101.SZ)公告称，西部战区联合参谋部直属工作局根据军队供应商管理相关规 定，决定对公司控股子公司成都国星通信有限公司(简称"国星通信")自2026年1月6日起3年内禁止参加 西部战区(机关和直属单位)范围物资工程服务采购活动。 ...

智通财经APP讯，振芯科技(300101.SZ)公告称，西部战区联合参谋部直属工作局根据军队供应商管理相 关规定，决定对公司控股子公司成都国星通信有限公司(简称"国星通信")自2026年1月6日起3年内禁止 参加西部战区(机关和直属单位)范围物资工程服务采购活动。 经调查核实，国星通信在参加项目编号2020-ZCWDDK-W1002采购活动中，存在串通投标等违规行为。 ...

据统计，近五年国星通信未与西部战区(机关和直属单位)发生业务往来，最近一次与西部战区(机关和直 属单位)签订采购合同发生于2020年，合同金额为98.95万元，占2020年度公司营业收入比例为0.17%。 预计本次违规处理决定对公司及子公司生产经营目前不构成重大影响。公司将对特定行业领域业务进行 全面梳理，严格遵循相关法律法规及采购规范。 人民财讯1月7日电，振芯科技（300101）1月7日公告，军队采购网(简称"军采网")于2026年1月6日发布 公告，西部战区联合参谋部直属工作局根据军队供应商管理相关规定，决定对公司控股子公司成都国星 通信有限公司(简称"国星通信")自2026年1月6日起3年内禁止参加西部战区(机关和直属单位)范围物资工 程服务采购活动。经调查核实，国星通信在参加项目编号2020-ZCWDDK-W1002采购活动中，存在串通 投标等违规行为。 ...

振芯科技（300101）(300101.SZ)公告，公司董事杨章先生、董事兼总经理杨国勇先生、董事莫然先生 计划自本公告披露之日起6个月内增持公司股票(窗口期不增持)，合计增持金额不低于510万元且不超过 1020万元。 ...