Group 1 - Tian Tie Technology's wholly-owned subsidiary signed a procurement order worth 400 million yuan with Zhuhai Xinjie Energy Technology [1] - Shenli Co., Ltd. announced the termination of a share transfer agreement due to the buyer's failure to pay [1] - *ST Tianwei expects a net profit of 30.06 million yuan for the first half of 2025, a significant increase compared to the previous year [2] Group 2 - Weisheng Information reported a net profit of 305 million yuan for the first half of 2025, up 12.24% year-on-year [3] - Fudan Microelectronics anticipates a net profit decline of 39.67% to 48.29% for the first half of 2025 [3] - Jinbei Electric achieved a net profit of 296 million yuan for the first half of 2025, a 7.46% increase year-on-year [4] Group 3 - Huaneng International reported a net profit of 9.262 billion yuan for the first half of 2025, a 24.26% increase year-on-year [4] - Quzhou Development is planning to issue shares to acquire assets, leading to a temporary stock suspension [4] - Huaye Fragrance's controlling shareholder plans to reduce their stake by up to 3% [5] Group 4 - Zhongbei Communication's subsidiary terminated a planned acquisition due to a lack of consensus on key issues [6] - Saiwei Electronics' major shareholder reduced their stake by 1.06% [7] - Suzhou Planning's shareholders plan to collectively reduce their stake by up to 4.5% [7] Group 5 - *ST King Kong received court approval for a new 100 million yuan debt during its pre-restructuring period [8] - Anche Detection's controlling shareholder is planning a change in control, resulting in a temporary stock suspension [9] - Ruishun Technology's shareholders plan to reduce their stake by up to 3.0013% [11] Group 6 - Guanghuan New Network's controlling shareholder's associates plan to reduce their stake by up to 0.08% [13] - Shanghai Auto Parts' shareholders plan to reduce their stake by up to 1.75% [14] - Aosaikang's shareholder plans to reduce their stake by up to 1.48% [14] Group 7 - Edifier's director plans to reduce their stake by up to 850,810 shares [14] - Xintian Pharmaceutical elected a new chairman and vice chairman [15] - Sanbaisuo adjusted its investment plan to increase investment in its subsidiary in Vietnam by 20.52 million USD [17]

Core Viewpoint - The company, Saiwei Electronics, has sold the control of its core subsidiary, Silex Microsystems AB, to mitigate risks associated with the increasingly complex international geopolitical environment, receiving approximately 1.783 billion RMB from the transaction [1][2][5]. Financial Performance - In 2024, Silex contributed 71.60% of Saiwei's total revenue, amounting to 863 million RMB [2][5]. - Since its listing over ten years ago, Saiwei has reported a cumulative net profit of 629 million RMB, with a loss of 170 million RMB in 2024 [2]. - The company has raised a total of 3.868 billion RMB through equity financing and distributed only 155 million RMB in cash dividends [3][11]. Transaction Details - The transaction involved the sale of 4.4101 million shares of Silex, representing 45.24% of the company, for a total valuation of 5.25 billion SEK (approximately 3.942 billion RMB) [5]. - Prior to the sale, Silex had distributed dividends of 250 million SEK to Saiwei [5]. Business Operations - Saiwei's primary business includes MEMS chip process development and wafer manufacturing, with significant operations in both Sweden and Beijing [6]. - Following the sale, Silex will remain a subsidiary, but Saiwei will focus on its Beijing operations, which are expected to expand production capacity from 15,000 to 30,000 wafers per month [6]. Management Actions - The actual controller of Saiwei, Yang Yunchun, has reportedly cashed out approximately 2.37 billion RMB through various means, including share reductions [4][13]. - Yang's shareholding has decreased from 45.58% in Q3 2019 to 24.46% by Q1 2025 [14].

Macro News - The International Monetary Fund (IMF) has significantly raised China's economic growth forecast for this year by 0.8 percentage points to 4.8%, reflecting stronger-than-expected economic activity in the first half of the year and lower actual tariff rates compared to previous predictions [4] - In the first half of the year, state-owned enterprises in China reported total operating revenue of 4,074.96 billion yuan, a year-on-year decrease of 0.2%. Their total profit amounted to 218.25 billion yuan, down 3.1% year-on-year, and tax payments were 300.26 billion yuan, a decline of 0.8% [4] Industry News - Hong Kong's "Stablecoin Regulation" will come into effect on August 1, with the Hong Kong Monetary Authority releasing five regulatory documents for licensed stablecoin issuers [7] - The China Photovoltaic Industry Association issued a statement refuting claims made by some media regarding "anti-involution" in the photovoltaic industry, particularly concerning polysilicon, stating that the reports were severely inconsistent with actual conditions [7] Company News - WuXi AppTec announced an adjustment to its share repurchase price ceiling to no more than 114.15 yuan per share [11] - The PCB industry is experiencing a significant improvement in market conditions compared to the same period last year, especially for high-end products, with strong demand and rising prices [9] - Changchun High-tech announced that its innovative drug, Amlodipine Besylate Oral Solution, has received approval from the FDA for market launch in the United States [12]

Key Points - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors [2] Major Events - Xizang Tianlu experienced significant abnormal fluctuations in the trading of its convertible bonds, with a cumulative price increase exceeding 100% over seven trading days, leading to a closing price of 481.80 CNY per bond, representing a premium of 381.80% over the face value [3][4] - Huqin Technology plans to acquire 6% of Jinghe Integrated's shares for 2.393 billion CNY, with a transfer price of 19.88 CNY per share [4][5] - Liyuan Technology's actual controller received a criminal judgment for violating information disclosure regulations, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million CNY [6] - Huashi Technology's general manager had the detention measures lifted, allowing him to resume his duties [7] - Dongfang Materials' chairman resigned for personal reasons but will continue as a board member [8] - WuXi AppTec adjusted its share repurchase price limit to a maximum of 114.15 CNY per share [9] - ST Haihua's subsidiary plans to acquire 100% of Lixin Dingsheng for 43 million CNY [10] - Xizang Tourism clarified that it has not engaged in business cooperation related to the Yarlung Tsangpo River project amid stock price volatility [11][12] - Yabont Chemical decided to terminate its planned external investment in Gansu Haotian Technology [13] - Zhongbei Communication's subsidiary terminated its acquisition of a 55% stake in PT. Semesta Energi Services due to unmet conditions [14] - Quzhou Development plans to purchase shares of Xiandai Electronics and raise matching funds, leading to a temporary stock suspension [15] - Shenli Co. terminated its control change plan due to the buyer's failure to pay the agreed transaction price [16] Performance Reports - Greenland Holdings reported a 16.93% year-on-year increase in contract sales amounting to 21.752 billion CNY in Q2 2025 [17][18] - Lujiazui's net profit for the first half of 2025 was 815 million CNY, a decrease of 7.87% year-on-year [19] - Hongfa Co. achieved a net profit of 964 million CNY in the first half of 2025, reflecting a 14.19% increase [20] - Nanya New Materials expects a net profit increase of 44.69% to 71.82% in the first half of 2025 [21] - ST Tianwei anticipates a significant net profit increase of approximately 2064.85% year-on-year [22] - Fudan Microelectronics expects a net profit decrease of 39.67% to 48.29% in the first half of 2025 [23][24] - Sains expects a net profit decrease of 57.53% to 60.13% despite revenue growth [25] - Baotai anticipates a net loss reduction of 110 million to 140 million CNY in the first half of 2025 [26] Major Contracts - China CNR signed several major contracts totaling approximately 32.92 billion CNY [27] - Wantong Intelligent Control entered into an exclusive authorization agreement in the embodied intelligence field [28] - Anhui Construction won a bid for a highway concession project with an estimated total investment of 3.614 billion CNY [29] - Tiantian Technology's subsidiary signed a procurement order worth 400 million CNY for copper-lithium composite strips [30] - Daoshi Technology signed a strategic cooperation agreement related to humanoid robots [31] Shareholding Changes - Suzhou Planning's shareholders plan to reduce their holdings by up to 4.5% [32] - Jiahe Meikang's shareholder plans to reduce holdings by up to 3% [33] - Huaye Fragrance's controlling shareholder plans to reduce holdings by up to 3% [34] - Lanfeng Biochemical's shareholder plans to reduce holdings by up to 2.61% [35] - Anji Food's actual controller plans to reduce holdings by up to 2% [37] - Saiwei Electronics' National Integrated Circuit Fund reduced its holdings by 1.06% [38] - Lakala's Lenovo Holdings reduced its holdings by 535,960 shares [39] Share Buybacks - Shima Power plans to repurchase shares worth 300 million to 400 million CNY [40]

人民财讯7月29日电，赛微电子（300456）7月29日晚间公告，国家集成电路基金于2024年12月20日至 2025年7月29日通过集中竞价、大宗交易方式合计减持其持有的公司股份773.37万股(占公司总股本的 1.06%)，持股比例由8.87%下降至7.82%，权益变动比例触及1%整数倍。本次减持不会导致公司控制权 发生变化，不会对公司的持续经营产生重大影响。 ...

关于持股 5%以上股东减持股份触及 1%整数倍的公告 公司持股 5%以上股东国家集成电路产业投资基金股份有限公司保证向 本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息 一致。 北京赛微电子股份有限公司（以下简称"公司"）于 2025 年 7 月 29 日收到 公司持股 5%以上股东国家集成电路产业投资基金股份有限公司（以下简称"国 家集成电路基金"）出具的《关于股份变动比例触及 1%整数倍的告知函》。2024 年 12 月 20 日至 2025 年 7 月 29 日，国家集成电路基金通过集中竞价、大宗交易 方式合计减持其持有的公司股份 7,733,698 股，占公司总股本的 1.06%。 本次减持前，国家集成电路基金持有公司股份 64,956,898 股，占公司总股 本的 8.87%；本次减持后，国家集成电路基金持有公司股份 57,223,200 股，占 公司总股本的 7.82%，持股比例变动触及 1%整数倍，现将国家集成电路基金减持 情况公告如下： | 1.基本情况 | | | | | --- | --- | --- ...

证券代码：300456 证券简称：赛微电子 公告编号：2025-059 北京赛微电子股份有限公司 现场召开日期和时间：2025年8月1日(星期五)14:00。 网络投票日期和时间：2025年8月1日。 关于召开 2025 年第三次临时股东大会的提示性公告 1、股东大会届次：2025年第三次临时股东大会。 2、股东大会的召集人：公司董事会。 3、会议召开的合法、合规性：本次会议的召开已经公司第五届董事会第十 八次会议审议通过，召集程序符合有关法律、法规、规范性文件和《公司章程》 的规定。 4、会议召开日期和时间： 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 根据《北京赛微电子股份有限公司公司章程》的有关规定，经北京赛微电子 股份有限公司（以下简称"公司"）第五届董事会第十八次会议审议通过，决定 于 2025 年 8 月 1 日(星期五)召开 2025 年第三次临时股东大会，本次股东大会 的通知于 2025 年 7 月 17 日公布于巨潮资讯网（http://www.cninfo.com.cn）。 本次股东大会采取现场与网络投票相结合的方式召开，根据《公司章程 ...

Group 1 - The Terahertz concept sector increased by 2.62%, ranking fifth among concept sectors, with 18 stocks rising, including ShuoBeide which hit a 20% limit up [1] - Leading stocks in the Terahertz sector included Shaanxi Huada, Leike Defense, and Taihao Technology, which rose by 4.92%, 3.85%, and 3.61% respectively [1] - The sector experienced a net inflow of 1.023 billion yuan from main funds, with 11 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow [2] Group 2 - ShuoBeide led the net inflow with 833 million yuan, followed by ZTE Communications, Haige Communications, and Tianhai Defense with net inflows of 135 million yuan, 114 million yuan, and 76.79 million yuan respectively [2] - The net inflow ratios for ShuoBeide, Leike Defense, and Haige Communications were 26.89%, 10.30%, and 9.03% respectively [3] - The trading volume and turnover rates for leading stocks in the Terahertz sector were significant, with ShuoBeide showing a turnover rate of 39.04% [3]

Core Viewpoint - The company Saimo Electronics has completed the transfer of control of its wholly-owned subsidiary Silex Microsystems AB to seven trading parties, marking a significant asset restructuring without constituting a related party transaction [1][4]. Group 1: Transaction Details - The transaction involved the sale of 4.41 million shares of Silex Microsystems, with an initial valuation of 5.525 billion Swedish Krona, adjusted to a final valuation of 5.25 billion Swedish Krona (approximately 3.94 billion RMB) [5]. - The final payment for the transaction amounted to 2.375 billion Swedish Krona (approximately 1.783 billion RMB) after deducting intermediary fees and adding interest [5][6]. - Following the transaction, Saimo Electronics retains a 45.24% stake in Silex Microsystems, which will now be classified as an associate company [4][3]. Group 2: Strategic Considerations - The decision to sell control of Silex Microsystems was influenced by the increasingly complex international geopolitical environment, which posed uncertainties for the subsidiary [8]. - The company aims to maximize the value of Silex Microsystems while avoiding potential value loss, as the subsidiary is an important overseas operational entity for MEMS chip development and wafer manufacturing [7][8]. - Despite the sale, Saimo Electronics maintains that its core business in MEMS chip development and wafer manufacturing remains unchanged, and the transaction provides substantial funds for future investments and acquisitions [9]. Group 3: Financial Performance - In the first quarter of the year, Saimo Electronics reported revenue of 264 million RMB, a year-on-year decrease of 2.24%, with a net profit of 2.6421 million RMB, indicating a turnaround from previous losses [9]. - As of July 25, the company's stock price was 17.88 RMB per share, with a total market capitalization of 13.09 billion RMB [9].

Core Viewpoint - The company has completed the transfer of control of its wholly-owned subsidiary, Silex Microsystems AB, to Bure Equity AB and Creades AB, marking a significant asset restructuring without constituting a related party transaction [1][6]. Group 1: Transaction Details - The transaction involved the sale of 4.41 million shares of Silex Microsystems, with an initial valuation of 5.525 billion Swedish Krona, adjusted to a final valuation of 5.25 billion Swedish Krona (approximately 3.94 billion RMB) after deductions [7][8]. - The final payment for the shares amounted to 2.375 billion Swedish Krona (approximately 1.783 billion RMB), with the total payment after fees and interest being 2.382 billion Swedish Krona (approximately 1.788 billion RMB) [8][9]. Group 2: Strategic Rationale - The decision to sell control of Silex was influenced by increasing uncertainties due to the complex international geopolitical environment, aiming to preserve the company's interests and avoid potential value loss [10][12]. - Post-transaction, Silex will become an associate company of the firm, retaining a 45.24% stake, while the company will continue to focus on its core MEMS chip development and wafer manufacturing business [6][12]. Group 3: Financial Performance - In the first quarter, the company reported revenues of 264 million RMB, a year-on-year decline of 2.24%, with a net profit of 2.6421 million RMB, indicating a turnaround from previous losses [12]. - As of July 25, the company's stock price was 17.88 RMB per share, with a total market capitalization of 13.09 billion RMB [13].