重要新闻提示 证监会：加快推进新一轮资本市场改革开放，更好服务经济持续回升向好 央行：9月19日起，公开市场14天期逆回购操作调整为固定数量、利率招标、多重价位中标 天普股份：股价连续13个交易日涨停，已累积巨大交易风险 今日提示 2025浦江创新论坛（第十八届）年会将于9月20日至22日在上海举办 2025世界制造业大会将于9月20日至23日举办 财经新闻 1. 证监会9月19日消息，中国证监会党委召开深入贯彻中央八项规定精神学习教育总结会议。 要点速览 强化制度执行情况的监督检查 不断完善权力配置运行的制约和监督机制 把严的基调、严的措施、严的氛围长期坚持下去 要坚持严管厚爱统一、激励约束并重 加快推进新一轮资本市场改革开放，更好服务经济持续回升向好 2. 9月19日，中国人民银行网站发布公告称，为保持银行体系流动性充裕，更好满足不同参与机构差异 化资金需求，即日起，公开市场14天期逆回购操作调整为固定数量、利率招标、多重价位中标，操作时 间和规模将根据流动性管理需要确定。 3. 9月19日，国家外汇管理局公布2025年8月银行结售汇和银行代客涉外收付款数据。国家外汇管理局副 局长、新闻发言人李斌答记者问 ...

中证智能财讯 宝利国际（300135）9月19日晚间公告，基于对半导体测试设备行业及其相关产业链的看 好，董事会同意公司在不超过最近一期经审计净资产5%金额范围内，以自有或自筹资金投资南京宏泰 半导体科技股份有限公司1%-3%股权。 截至2025年6月30日，公司净资产为9.49亿元。以此计算，本次拟投资金额为4742.87万元。 公开资料显示，目前宝利国际并无业务直接涉及半导体行业。公司自成立以来专注于沥青材料研发与路 面解决方案，为客户提供全方位路面材料供应链服务。2015年起，公司进入通用航空领域，主要从事直 升机运营、销售、租赁、保障及维修等业务。 2025年上半年，公司营收净利双降，营业总收入5.19亿元，同比下降54.61%；净利润亏损688.24万元， 上年同期盈利979.33万元。公司解释称，主要系主营产品沥青销量减少所致。 2025年3月，公司实际控制人变更为池州市国资委，成为国有控股上市公司。 核校：王博 据介绍，宏泰科技是一家从事半导体测试设备研发、生产和销售的高新技术企业，主要产品包括SoC测 试系统、数模测试系统、芯片级封装分选系统等，曾获得国家级专精特新"小巨人"、南京市培育独角 ...

（文章来源：证券日报） 证券日报网讯 9月19日晚间，宝利国际发布公告称，2025年9月19日，公司召开第六届董事会第二十六 次会议，审议通过《关于拟对外出租资产的议案》，为盘活公司资产，提升公司资产整体运营效率，公 司及全资子公司上海宝利成翼供应链管理有限公司拟分别将位于江阴市环城北路及无锡市太湖西大道的 闲置房产对外出租。 ...

Mergers and Acquisitions - Haichang New Materials plans to acquire 51% equity of Shenzhen Xinwei Communication Technology Co., Ltd. through cash payment, with the final transaction price based on the audited valuation [1] - West Materials' subsidiary Xi'an Filter plans a major asset restructuring, leading to a stock suspension from September 22, 2025, until before October 21, 2025 [2] Shareholding Changes - Sai Sheng Pharmaceutical's shareholders plan to reduce their holdings by up to 2% of the company's total shares, equating to a maximum of 9.6333 million shares [3] - *ST Tianlong's major shareholder plans to reduce holdings by up to 1%, totaling no more than 2.0051 million shares [4] - Softcom Power's controlling shareholder and its concerted parties plan to reduce holdings by up to 2%, amounting to a maximum of 19.0588 million shares [5] Investment Agreements - Baoli International intends to invest in Nanjing Hongtai Semiconductor Technology Co., Ltd. for 1% to 3% equity, within 5% of the latest audited net assets [6] - Ankai Micro plans to invest 20 million yuan to acquire 4% equity in Vision Future, focusing on the intelligent vision field [7] Financial Reporting Issues - Fudan Fuhua reported inflated profits totaling 81.0655 million yuan across three annual reports due to false records [8] - Juewei Foods failed to disclose actual operating income from 2017 to 2021, leading to a proposed fine of 4 million yuan and a change in stock name to "ST Juewei" [9] - ST New Power is under investigation for suspected information disclosure violations, with normal operations ongoing during the investigation [10]

2025.09. 19 9月19日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 国晟科技：收到北京证监局行政监管措施决定书 国晟科技(603778)公告，公司于2025年9月19日收到北京证监局出具的《关于对国晟世安科技股份 有限公司、回全福、吴君、高飞、姚麒、张永胜采取责令改正措施的决定》。经查，公司存在园林业 务以前年度收入成本确认不准确，未在获知预计总成本变更的部分或全部事实时，及时进行会计估计 变更并调整相关收入、成本确认，导致2022年年报、2023年半年报和2023年年报相关信息披露不 准确等问题，北京证监局决定对公司及相关人员采取责令改正的监管措施，并记入证券期货市场诚信 档案。 思科瑞：股票将被实施其他风险警示 9月22日起停牌1天 思科瑞(688053)公告，公司收到四川证监局下发的《行政处罚事先告知书》，公司涉嫌信息披露违 法违规一案，已调查完毕，四川监管局依法拟对公司及相关人员作出行政处罚。经查明，思科瑞涉嫌 虚构销售业务、涉嫌提前确认收入、涉嫌不当确认收入，四川监管局拟决定对公司给予警告并处以 200万元罚款；对相关人员分别给予警 ...

Group 1 - Huadian Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange [2] - Cisco Ray's 2022 annual report was found to have inflated revenue by 9.96 million and profit by 7.0054 million, leading to penalties and a change in stock name to ST Cisco Ray [3] - Tianpu Co., Ltd. experienced a 245.20% increase in stock price over 13 consecutive trading days, indicating a risk of rapid decline [4] - ST New Power is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [6] - Baoli International intends to invest in semiconductor testing equipment company Hongtai Technology, acquiring 1%-3% equity [7] - Ankai Micro plans to invest 20 million yuan to acquire 4% equity in Shiqi Future, focusing on smart vision technology [8] Group 2 - SF Holding reported a revenue of 24.787 billion yuan in August, a year-on-year increase of 7.86% [9] - Various companies are involved in share transfers, including Guangli Micro and *ST Tianlong, with plans for significant asset restructuring [11] - Xinwangda's subsidiary aims to establish a storage industry fund with professional investment institutions [12] - Several companies are planning share repurchases, including Shunhao Co. and Lingyun Optics, with adjustments to repurchase plans [18]

Core Viewpoint - Baoli International has approved an investment proposal to acquire 1%-3% equity in Nanjing Hongtai Semiconductor Technology Co., Ltd., reflecting optimism in the semiconductor testing equipment industry and its related supply chain [1][2] Group 1: Investment Details - The investment will not exceed 5% of the latest audited net assets of Baoli International, utilizing self-owned or raised funds [1] - As of now, no formal agreement has been signed regarding this investment, indicating a degree of uncertainty [2] Group 2: Company Profile of Hongtai Technology - Hongtai Technology is a high-tech enterprise engaged in the R&D, production, and sales of semiconductor testing equipment, with products including SoC testing systems and chip-level packaging sorting systems [2] - The company has received multiple honors, such as being recognized as a national "little giant" and a potential unicorn in Jiangsu Province [2] - The MS8000 model, a high-performance domestic testing system for mainstream mixed-signal SoC products, showcases advanced technologies and strong concurrent testing capabilities [2] Group 3: Product Performance - Hongtai Technology's core products, such as the high-speed turret sorting tester and wafer-level sorting machine, have distinguished themselves in the domestic market due to their superior performance and leading technology [2]

Group 1 - The company, Baoli International, has approved an investment proposal to acquire 1%-3% equity in Nanjing Hongtai Semiconductor Technology Co., Ltd. based on a positive outlook for the semiconductor testing equipment industry and its related supply chain [1] - The investment will not exceed 5% of the company's most recent audited net assets and will be funded through self-owned or self-raised capital [1] - Hongtai Technology is recognized as a high-tech enterprise engaged in the research, production, and sales of semiconductor testing equipment, with key products including SoC testing systems, analog-digital testing systems, and chip-level packaging sorting systems [1]

Group 1 - Honghe Technology plans to increase capital by 300 million yuan to its wholly-owned subsidiary Huangshi Honghe through debt-to-equity conversion, raising its registered capital from 700 million yuan to 1 billion yuan [1] - Huaxia Happiness has completed debt restructuring amounting to approximately 192.67 billion yuan, with a total of 24 billion yuan in overdue debts as of August 31 [1] - Chengyi Pharmaceutical's controlling shareholder plans to reduce its stake by up to 1.18%, amounting to 387,560 shares [1][2] Group 2 - Yuanwang Valley received a warning letter from the Shenzhen Securities Regulatory Bureau for failing to halt trading when its controlling shareholder's stake changed to a multiple of 5% [2] - Gongjin Co. received government subsidies of 8.9 million yuan, accounting for 11.13% of its latest audited net profit [3] - Maiwei Biotech's application for the listing of 9MW0813 injection has been accepted by the National Medical Products Administration [4] Group 3 - Jianfeng Group plans to repurchase shares worth between 20 million and 40 million yuan at a maximum price of 12.42 yuan per share [6] - Ankai Micro plans to invest 20 million yuan to acquire a 4% stake in Shiqi Future [7] - Pinming Technology's stock will continue to be suspended as it is actively pursuing a significant matter that may lead to a change in control [8] Group 4 - China Communications has signed new contracts worth 256.34 billion yuan from January to August, with domestic contracts totaling 206.05 billion yuan [18] - Round Express reported a revenue of 5.39 billion yuan in August, a year-on-year increase of 9.82% [38] - China Pacific Insurance's original insurance premium income reached 217.05 billion yuan from January to August, up 13.2% year-on-year [39] Group 5 - *ST Chuangxing's chairman is under investigation, and the general manager will act as the chairman during this period [40] - Fengshan Group signed a technical development contract with Tsinghua University for a project related to sodium-ion battery electrolytes [40] - Yongxin Optical stated that its optical components related to lithography machines account for less than 1% of its revenue [41] Group 6 - Tianyuan Dike's subsidiary received a government subsidy of 3.77 million yuan, representing 16.27% of its latest audited net profit [42] - Huaxiang Co. plans to issue convertible bonds to raise no more than 1.308 billion yuan for various projects [43] - Wolong Electric Drive reported that its robot-related products accounted for only 2.71% of total revenue in the first half of the year [44]

Core Viewpoint - The company, Baoli International, has agreed to invest in Nanjing Hongtai Semiconductor Technology Co., Ltd., reflecting a positive outlook on the semiconductor testing equipment industry and its related supply chain [1] Investment Details - The investment will be in the range of 1% to 3% equity stake in Hongtai Technology, not exceeding 5% of the most recent audited net assets [1] - The funding will come from the company's own or raised funds [1] Company Profile - Hongtai Technology is a high-tech enterprise engaged in the research, production, and sales of semiconductor testing equipment [1] - Its main products include SoC testing systems, analog-digital testing systems, and chip-level packaging sorting systems [1] - The company has received multiple honors and qualifications, including being recognized as a national-level "specialized and innovative" small giant, a unicorn nurtured by Nanjing, a potential unicorn in Jiangsu Province, and an IC unicorn enterprise in China [1]