Group 1 - *ST San Sheng (002742.SZ): The controlling shareholder Pan Xianwen's 32.2 million shares have been transferred, accounting for 7.30% of the total share capital, reducing his holding from 17.26% to 16.75, with no change in company control [1] - Aikang Co., Ltd. (300889.SZ): Shareholders Zhang Fengbin and Feng Renrong reduced their holdings by a total of 1.76 million shares, accounting for 1.06% of the total share capital, completing the reduction plan [1] - Allianz Ruishi (301042.SZ): Director Shen Lei reduced his holdings by 98,700 shares, accounting for 0.14% of the total share capital, with the reduction plan period ending [1] Group 2 - Baotong Technology (300031.SZ): Controlling shareholder Bao Zhifang and director Tang Yu plan to reduce their holdings by up to 8.3749 million shares and 1.526988 million shares, accounting for no more than 2% and 0.36% of the total share capital, respectively [2] - Biyiwei (688045.SH): Shareholders Fang Guang Erqi and Yuan Chengjun plan to reduce their holdings by up to 139,680 shares and 69,840 shares, accounting for no more than 2% and 1% of the total share capital, respectively [2] - Chahua Co., Ltd. (603615.SH): Shareholder Shenzhen Hanjinliang reduced 2.397 million shares, accounting for 0.99% of the total share capital, completing the reduction plan [2] Group 3 - Dacai Co., Ltd. (605287.SH): Shareholder Qingdao Dikuang Chanquan Development Co., Ltd. reduced 3.64 million shares, accounting for 2.60% of the total share capital, completing the reduction plan [3] - Dize Pharmaceutical (688192.SH): Vice President Zhang Shiying reduced 161,550 shares, accounting for 0.0035% of the total share capital, completing the reduction plan [3] - Fuhan Micro (300613.SZ): Controlling shareholder's concerted action party plans to reduce up to 6.90208 million shares, accounting for 3% of the total share capital [3] Group 4 - Guanghuan Xinwang (300383.SZ): Directors and vice presidents plan to reduce a total of up to 720,476 shares, accounting for no more than 0.04% of the total share capital [4] - Hanyu Group (300403.SZ): Director and Vice President Wu Geming plans to reduce up to 1 million shares, accounting for 0.1658% of the total share capital [4] - Haosen Intelligent (688529.SH): Shareholders plan to reduce a total of up to 3 million shares, accounting for 1.7838% of the total share capital [4] Group 5 - Huilong New Materials (301057.SZ): Controlling shareholder's concerted action party plans to reduce up to 3.482902 million shares, accounting for 3% of the total share capital excluding repurchased shares [5] - Huitong Co., Ltd. (688219.SH): Shareholder Tong'an Fund reduced 4.667815 million shares, accounting for 0.93% of the total share capital, completing the reduction plan [5] Group 6 - Jiangsu Shentong (002438.SZ): Shareholder Huzhou Fenglin Huoshan Equity Investment Partnership reduced a total of 14.205 million shares, accounting for 2.798808% of the total share capital, completing the reduction plan [6] - Jiangtian Chemical (300927.SZ): Shareholder Jiangshan Co., Ltd. reduced 1.3265 million shares, accounting for 0.92% of the total share capital [6] - Jin Sanjiang (301059.SZ): Shareholder Guangzhou Saina reduced 104,900 shares, accounting for 0.05% of the total share capital, completing the reduction plan [6] Group 7 - Jingxue Energy (301010.SZ): Controlling shareholder's concerted action party reduced 1.08 million shares, accounting for 1% of the total share capital, completing the reduction plan [7] - Jiuwu High-Tech (300631.SZ): Vice President Wang Xiaohu and Cheng Junjun plan to reduce up to 18,900 shares and 5,000 shares, accounting for no more than 0.1511% and 0.04% of the total share capital, respectively [7] - Kanghui Pharmaceutical (603139.SH): Shareholder Shanghai Sailoxian plans to reduce up to 2.9964 million shares, accounting for 3% of the total share capital [7] Group 8 - Meino Biological (301156.SZ): Shareholder's concerted action party reduced 1.297029 million shares, accounting for 0.92% of the total share capital, completing the reduction plan [8] - Minfa Aluminum Industry (002578.SZ): Shareholder Huang Tianhuo reduced 6.6702 million shares, accounting for 0.71% of the total share capital, reducing his holding to 4.9963% [8] - Nuo Puxin (002215.SZ): Directors and senior management plan to reduce a total of up to 1.8607 million shares, accounting for no more than 0.185% of the total share capital [8] Group 9 - Entropy Technology (301330.SZ): Shareholders reduced a total of 4,693,864 shares, accounting for 1.9556% of the total share capital, completing the reduction plan [9] - Shengbang Co., Ltd. (301233.SZ): Supervisor Hu Jilin plans to reduce up to 5,650 shares, accounting for 0.0111% of the total share capital [9] - Shudao Equipment (300540.SZ): Senior management did not reduce their shares, and the reduction plan period has ended [9] Group 10 - Tongyu Communications (002792.SZ): Controlling shareholder and actual controller Shi Guiqing plans to reduce up to 15,653,487 shares, accounting for 2.9963% of the total share capital [10] Group 11 - Wuzhou Xinchun (603667.SH): Senior management plans to reduce a total of up to 22,500 shares, accounting for no more than 0.0061%, 0.0067%, and 0.0037% of the total share capital [11] - New Sharp Co., Ltd. (688257.SH): Senior management plans to reduce up to 750,000 shares, accounting for no more than 0.2971% of the total share capital [11] - New Hope (000876.SZ): Senior management reduced 225,000 shares, accounting for 0.005% of the total share capital, completing the reduction plan [11] Group 12 - Youke De (688158.SH): Shareholder Zhongyi Capital reduced 882,766 shares, accounting for 0.19% of the total share capital, completing the reduction plan [12] - Changqing Technology (001324.SZ): Shareholders reduced a total of 4,165,050 shares, accounting for 3.00% of the total share capital, completing the reduction plan [12] - Changxin Bochuang (300548.SZ): Shareholders plan to reduce up to 8.6 million shares, accounting for 2.95% of the total share capital [12] Group 13 - Zhongfu Industrial (600595.SH): Shareholder Henan Yicheng Chuangtou plans to reduce up to 40 million shares, accounting for 1% of the total share capital [13] - Zhuhai Ming Technology (300232.SZ): Controlling shareholder Lin Mingfeng plans to reduce up to 21,722,009 shares, accounting for 1.99% of the total share capital [13] - Zhuoyi Information (688258.SH): Employee shareholding platform plans to reduce up to 2,271,445 shares, accounting for no more than 1.88% of the total share capital [13]

证券代码：300548 证券简称：长芯博创 公告编号：2025-043 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。 特别提示： 合计持有长芯博创科技股份有限公司（以下简称"公司"）34,405,458股（占 公司总股本的11.82%）的股东ZHU WEI及其配偶WANG XIAOHONG计划自本公 告披露之日起十五个交易日后的三个月内以集中竞价和大宗交易方式减持公司 股份不超过8,600,000股（占公司总股本的2.95%）。 长芯博创科技股份有限公司于近日收到公司股东 ZHU WEI 及其配偶 WANG XIAOHONG 出具的《关于股份减持计划的告知函》，现将有关情况公告 如下： 长芯博创科技股份有限公司 关于持股 5%以上股东减持股份预披露公告 公司持股5%以上股东ZHU WEI（朱伟）及其配偶WANG XIAOHONG（王 晓虹）向本公司保证提供的信息内容真实、准确和完整，并且没有虚假记载、 误导性陈述或重大遗漏。 注：ZHU WEI 及其配偶 WANG XIAOHONG 减持数量合并计算，其中采取集中竞价方 式减持不超过 2,900,000 股；采取大宗交易方式减持不超过 ...

Group 1 - Shida Shenghua expects a net loss of 52 million to 60 million yuan for the first half of 2025, a year-on-year decrease of 236.64% to 257.66% [1] - ST Zhizhi's vice president Wang Dong resigned for personal reasons, effective immediately upon delivery of the resignation to the board [1] - Haoyuan Pharmaceutical plans to increase capital by 400 million yuan to its wholly-owned subsidiary through a debt-to-equity swap, raising the registered capital from 400 million to 800 million yuan [1] Group 2 - Longxun Co. announced that shareholders and executives plan to reduce their holdings by up to 2% of the company's shares [2] - Aijian Group confirmed it has not engaged in any stablecoin-related business as of now [3] - Yanghe Co.'s chairman Zhang Liandong resigned due to work adjustments, effective immediately [5] Group 3 - Huanwei New Materials announced a stock suspension due to the major matter that may lead to a change in control [5] - Hualing Cable recently won contracts worth 456 million yuan in the power new energy sector, accounting for 10.97% of its audited revenue for 2024 [6] - Aerospace Changfeng plans to publicly transfer 55.45% of its stake in Aerospace Boke [6] Group 4 - Suzhou Planning is planning to acquire control of Dongjin Aerospace Technology, leading to a stock suspension for up to 10 trading days [6] - Yuexiu Capital intends to increase its stake in Yuexiu Real Estate using up to 204.22 million yuan through the Hong Kong Stock Connect [6] - Baichuan Co.'s actual controller and chairman Zheng Tiejiang is under investigation and has received a detention notice [7] Group 5 - XWANDA plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [8] - ST Aowei reported a loss of approximately 25.04 million yuan in inventory due to poor storage by a third party [8] - Yian Technology plans to increase capital by 120 million yuan to its subsidiary, raising its equity stake from 60% to 72.973% [9] Group 6 - Dongli New Science's wholly-owned subsidiary was applied for bankruptcy reorganization by creditors due to insolvency [11] - Bochuang Technology changed its name to Changxin Bochuang Technology, effective July 2, 2025 [14] - Huayang Co.'s controlling shareholder received a notice of administrative penalty from the China Securities Regulatory Commission [15] Group 7 - Hangzhou Thermal Power's shareholders plan to reduce their holdings by up to 4.09% of the company's shares [16] - Guoke Military Industry's two shareholders plan to reduce their holdings by up to 1.81% of the company's shares [17] - Pangu Intelligent's seven shareholders plan to reduce their holdings by up to 1% of the company's shares [19]

Core Viewpoint - The article discusses the contrasting performance of cyclical sectors and technology stocks, highlighting a rebound in cyclical sectors such as banking, non-ferrous metals, liquor, and new energy, while technology stocks, particularly in the semiconductor and AI hardware sectors, experienced a pullback [1][4]. Group 1: Banking Sector - The banking sector saw significant gains, with stocks like China Construction Bank and Shanghai Pudong Development Bank reaching new historical highs [2]. - The stock of Changxin Bochuang (300548), a leader in AI hardware, initially dropped over 4% but later rebounded to close up 2.28%, also hitting a historical high during the session [2]. Group 2: Marine Economy - The marine economy sector showed strong performance, with sub-sectors such as marine engineering equipment, oil and gas extraction, aquaculture, and wind power experiencing notable increases [6]. - A surge in marine engineering equipment stocks was observed, with companies like Deepwater Haina and Daye Intelligent hitting the 20% daily limit up [6][8]. - Recent government meetings and policy announcements indicate a push towards developing a modern marine industry system, with a focus on various marine-related sectors [8][9]. Group 3: Consumer Sector - The consumer sector rebounded, particularly in the sugar substitute concept, with stocks like Sanyuan Biological and Bolingbao seeing significant gains [11]. - The liquor sector also performed well, with major brands like Moutai, Wuliangye, and Luzhou Laojiao all experiencing increases, and the stock of Jiu Gui Jiu rising over 7% [11][15]. - Analysts suggest that the liquor sector is currently at a historically low valuation, presenting potential bottom-fishing opportunities, especially for high-end brands and resilient regional leaders [15].

证券代码：300548 证券简称：博创科技 公告编号：2025-042 博创科技股份有限公司 关于变更公司名称、证券简称、经营范围及注册资本 暨完成工商变更登记的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，并且没 有虚假记载、误导性陈述或重大遗漏。 重要提示： 1、博创科技股份有限公司（以下简称"公司"）中文名称由"博创科技股份有 限公司"变更为"长芯博创科技股份有限公司"，英文名称由"Broadex Technologies Co., Ltd."变更为"EverProX Technologies Co., Ltd."。 2、公司证券简称由"博创科技"变更为"长芯博创"，英文简称由"Broadex"变 更为"EverProX"，启用时间为 2025 年 7 月 2 日（星期三）。 3、公司证券代码"300548"保持不变。 4、公司注册资本由 286,583,638 元变更为 289,468,978 元。 一、公司名称、证券简称、经营范围及注册资本变更的情况 | 英文名称 | Broadex Technologies Co., | EverProX Technologies Co., | ...

北京市中伦律师事务所 关于博创科技股份有限公司 2025 年第二次临时股东会的 法律意见书 二〇二五年六月 北京市中伦律师事务所关于博创科技股份有限公司 2025 年第二次临时股东会的法律意见书 北京市中伦律师事务所 关于博创科技股份有限公司 2025 年第二次临时股东会的 法律意见书 致：博创科技股份有限公司 北京市中伦律师事务所（以下简称"本所"）作为博创科技股份有限公司（以 下简称"公司"）的法律顾问，受公司委托，指派本所律师出席公司 2025 年第二 次临时股东会（以下简称"本次股东会"），对本次股东会的相关事项进行见证并 出具法律意见。 本所及本所律师依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《律师事务所从事证券法律业务管理办法》和《律师事务所证券法律业务执业规 则（试行）》等规定及本法律意见书出具日以前已经发生或者存在的事实，严格 履行了法定职责，遵循了勤勉尽责和诚实信用原则，进行了充分的核查验证，保 证本法律意见书所认定的事实真实、准确、完整，所发表的结论性意见合法、准 确，不存在虚假记载、误导性陈述或者重大遗漏，并承担相应法律责任。 本法律意见书根据《中华人民共和国公司法》（以 ...

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，并且没有 虚假记载、误导性陈述或重大遗漏。 证券代码：300548 证券简称：博创科技 公告编号：2025-041 博创科技股份有限公司 2025 年第二次临时股东会决议公告 特别提示： 1、本次股东会没有出现否决议案的情形。 2、本次股东会不涉及变更以往股东会决议的情形。 一、会议召开和出席情况 1、会议召开时间 （1）现场会议时间：2025 年 6 月 27 日（星期五）下午 14:30 （2）网络投票时间：2025 年 6 月 27 日 其中通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 6 月 27 日上午 9:15-9:25、9:30-11:30 以及下午 13:00-15:00，通过深圳证券交易所互联网 投票系统投票的时间为 2025 年 6 月 27 日上午 9:15 至下午 15:00。 2、现场会议召开地点：浙江省嘉兴市南湖区亚太路 306 号 3、会议召集人：公司董事会 4、会议主持人：公司董事长庄丹先生 （3）参加投票的中小股东（指除公司董事、监事、高管和单独或合计持有 公司 5%以上股份的股东以外的其他股东）情况 ...

Group 1 - The core viewpoint highlights the synergy between capital market reforms and industrial upgrades in Zhejiang, leading to a new landscape for high-quality economic development [1] - Since the release of the "Six Merger Guidelines," there have been 315 disclosed merger and acquisition (M&A) transactions in Zhejiang, involving a total amount of 75.5 billion yuan [1][2] - The M&A activities are characterized by a significant increase in both quantity and quality, with domestic acquisitions accounting for over 90% of the transactions, predominantly led by private enterprises [2] Group 2 - The focus on industrial synergy in M&A is evident, with strategic acquisitions aimed at resource integration and enhancing core competitiveness [2] - Notable cases include ChipLink's acquisition of 72.33% of ChipLink Yuezhou's shares, and Bochuang Technology's acquisition of Changxin Sheng, which exemplify the trend of "1+1>2" through technological collaboration [2][3] - Traditional industries are also experiencing a "second entrepreneurship," with over 25% of M&A cases in the equipment manufacturing sector, aligning with Zhejiang's manufacturing strengths [3] Group 3 - The majority of M&A transactions are small-scale, with about 75% of deals valued below 200 million yuan, indicating a high frequency of flexible transactions [3] - However, larger transactions are also prominent, with over 70 deals exceeding 200 million yuan, totaling over 64 billion yuan, showcasing the ambition of leading enterprises [3] - The innovative application of payment tools has further enhanced market efficiency, with cash-based acquisitions making up over 80% of the total value [3] Group 4 - The active M&A market in Zhejiang is supported by regulatory bodies and local government initiatives, focusing on the implementation of M&A policies [4] - The Zhejiang Securities Regulatory Bureau has conducted extensive training and outreach to ensure compliance and understanding of new policies among market participants [4] - Local policies encourage listed companies to engage in industrial chain integration, with over 20 M&A transactions disclosed by provincial state-owned enterprises since 2025 [4] Group 5 - The recognition of industrial integration by the capital market is growing, with regulatory measures fostering a supportive environment for M&A activities [5] - The emergence of typical M&A cases is expected to boost market confidence and encourage further integration efforts [5] - The capital market is anticipated to play a crucial role in promoting new productive forces and guiding resources towards industrial integration and transformation [5] Group 6 - The Zhejiang Securities Regulatory Bureau plans to continue enforcing M&A policies while maintaining market order and preventing fraudulent activities [6] - Future prospects for the Zhejiang M&A market include fostering new productive forces, transforming traditional industries, and enhancing global competitiveness [6] - The region aims to become a benchmark for capital markets serving the real economy through effective M&A practices [6]

证券代码：300548 证券简称：博创科技 公告编号：2025-040 博创科技股份有限公司 关于 2024 年限制性股票激励计划首次授予部分第一个归属期归属结果 暨股份上市的公告（回购股份） 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，并且没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、本次归属的激励对象总人数为 86 人，实际归属股票数量为 1,852,000 股， 占归属前公司总股本的 0.64%。其中 79 人使用二级市场回购的 A 股普通股股票 归属 1,312,800 股，占公司归属前总股本的 0.45%；8 人使用定向发行的 A 股普 通股股票归属 539,200 股，占公司归属前总股本的 0.19%（有 1 名激励对象的股 份同时来源于回购股份和新增股份，因此来源为回购股份的激励对象为 79 人， 来源为新增股份的激励对象为 8 人，与本次归属的激励对象总人数不冲突）。 2、本次归属股票上市流通日：2025 年 6 月 13 日。 博创科技股份有限公司（以下简称"公司"）于 2025 年 5 月 7 日召开的第六 届董事会第十七次会议和第六届监事会第十五次会议审议通过了《 ...

Core Viewpoint - The CPO (Co-Packaged Optics) technology is gaining traction in the optical communication sector, with significant stock price increases for companies involved in this field, indicating a growing market interest and potential investment opportunities [1][2]. Group 1: Stock Performance - Tianfu Communication (300394.SZ) saw a price increase of 12.12%, reaching 76.20, with a market capitalization of 591.2 billion [2]. - LianTe Technology (301205.SZ) experienced a 10.66% rise, with a current price of 80.47 and a market cap of 54.7 billion [2]. - Zhongji Xuchuang (300308.SZ) reported a 7.93% increase, with a price of 116.54 and a market cap of 1288.5 billion [2]. - Bochuang Technology (300548.SZ) increased by 6.35%, reaching 56.07, with a market cap of 150.5 billion [2]. - Dekeli (688205.SS) rose by 6.32%, with a price of 67.00 and a market cap of 59.1 billion [2]. - Guangxun Technology (002281.SZ) saw a 5.58% increase, with a price of 45.61 and a market cap of 352.6 billion [2]. Group 2: CPO Technology Developments - Broadcom announced the delivery of the Tomahawk 6 (TH6) switch chip, which supports both conventional and CPO versions [3]. - TSMC is accelerating its co-packaged optical technology, expecting to have production lines ready by June 2025, with small-scale production in the second half of 2025 and mass production starting in 2026 [3]. - NVIDIA introduced co-packaged optical switches at the GTC conference, with InfiniBand CPO expected to launch in the second half of 2025 and Ethernet CPO planned for the second half of 2026 [3]. Group 3: Market Insights - CPO technology enables miniaturization and integration of high-speed optical modules, reducing chip packaging size and improving system integration [4]. - The technology facilitates direct connections from CPUs and GPUs to various devices, enhancing resource pooling and memory disaggregation while minimizing signal transmission loss and power consumption [4]. - The CPO market generated approximately $3.8 million in revenue in 2022, projected to reach $2.6 billion by 2033, with a compound annual growth rate (CAGR) of 46% from 2022 to 2033 and 80% from 2028 to 2033 [5].