Key Points - Huatian Technology is planning to acquire semiconductor power device company Huayi Microelectronics, leading to a stock suspension starting September 25, 2025, with a transaction proposal expected within 10 trading days [1] - Shanghai Zhiyuan Hengyue plans to make a tender offer to acquire 37% of the shares of Shangwei New Materials at a price of 7.78 yuan per share, requiring a maximum total funding of 1.161 billion yuan [2] - Jingzhida has delivered its first high-speed testing machine to a key domestic customer, enhancing its competitive position in the semiconductor storage testing equipment market [2] - Changchuan Technology has reduced its total shareholding by 1.78% due to stock price fluctuations, with no significant changes in its business operations [3] - Heng Rui Pharmaceutical has signed a licensing agreement for its innovative drug SHR-A1811, potentially earning up to $1.093 billion in milestone payments [4] - Guoxin Technology's shareholders plan to collectively reduce their holdings by up to 4.5% due to fund exits [5] - Huasoft Technology's existing light-initiated agent products are expected to contribute less than 2% to its 2024 revenue [5] - Lin Yang Energy has won a procurement project from the State Grid worth approximately 142 million yuan, expected to positively impact its future performance [8] - Wanhui High-tech anticipates a net profit increase of 69.81%-109.77% year-on-year for the first three quarters of 2025, driven by improved sales strategies and reduced raw material costs [13]

登录新浪财经APP 搜索【信披】查看更多考评等级 MACD金叉信号形成，这些股涨势不错！ 长川科技（维权）9月24日晚间公告，公司股票交易价格连续两个交易日内（2025年9月23日、9月24 日）收盘价格涨幅偏离值累计超过30%，根据《深圳证券交易所创业板交易特别规定》等相关规定，属 于股票交易异常波动的情况。经核实，公司目前生产经营情况正常，内外部环境未发生重大变化；公司 于2025年06月25日披露了《2025年度向特定对象发行A股股票预案》等相关公告，该事项目前处于申报 阶段，是否受理存在不确定性；公司不存在违反公平信息披露的情形。 ...

证券代码：300604 证券简称：长川科技 公告编号：2025-067 杭州长川科技股份有限公司 关于股票交易异常波动的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股票交易异常波动的具体情况 杭州长川科技股份有限公司（以下简称"公司"）股票交易价格连续两 个交易日内（2025 年 9 月 23 日、2025 年 9 月 24 日）收盘价格涨幅偏离值累 计超过 30%，根据《深圳证券交易所创业板交易特别规定》等相关规定，属于 股票交易异常波动的情况。 二、公司关注并核实的情况说明 针对公司股票交易异常波动的情况，公司董事会对公司、控股股东、实 际控制人就相关问题进行了核实，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 4、公司于 2025 年 06 月 25 日披露了《2025 年度向特定对象发行 A 股股 票预案》等相关公告，该事项目前处于申报阶段，是否受理存在不确定性， 公司将严格遵守法律、法规及规范性文件的规定，根据该事项发展及时履行 信息披露义务；公司于 2025 年 09 月 23 日披露了《2025 年前三季度业绩 ...

证券代码：300604 证券简称：长川科技 公告编号：2025-065 杭州长川科技股份有限公司 关于公司实际控制人之一致行动人、持股5%以上股东 权益变动比例触及1%整数倍暨减持计划实施完毕的公告 二、本次减持计划实施完成的情况 （一）本次减持情况 | 股东名称 | 减持 | 减持 | 减持均价 | 减持数量 | 减持数量占 公司总股本 | | --- | --- | --- | --- | --- | --- | | | 方式 | 日期 | （元/股） | （股） | 比例 | 公司实际控制人之一致行动人、持股5%以上股东杭州长川投资管理合伙 企业（有限合伙）保证信息披露的内容真实、准确、完整，不存在虚假记载 、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露内容与信息披露义务人提供的 信息一致。 杭州长川科技股份有限公司（以下简称"公司"或"长川科技"）于2025年 07月22日披露了《杭州长川科技股份有限公司关于公司实际控制人之一致行动人 、持股5%以上股东及高级管理人员减持股份计划的预披露公告》（公告编号： 2025-049）（以下简称"本次减持计划"），公司实际控制人之一致行动人、持 股 ...

证券代码：300604 证券简称：长川科技 公告编号：2025-066 杭州长川科技股份有限公司 1、股东股份解除质押的基本情况 关于实际控制人股份解除质押的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 杭州长川科技股份有限公司（以下简称"公司"）于近日接到公司控股股东、 实际控制人赵轶先生的通知，获悉赵轶先生将其持有的本公司股份办理了解除质押 手续，具体情况如下： 一、控股股东、实际控制人股份解除质押的基本情况 1 | | | 注：表中限售股不含高管锁定股。 二、备查文件 1、证券质押及司法冻结明细表； 2、股票质押式回购交易协议书； | 股东名称 | 是否为控股股东 或第一大股东 | | 本次解除 质押数量（股） | 占其所持 股份比例 | 占当时公司 总股本比例 | 质押 起始日 | 解除 日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 及其一致行动人 | | | | | | | | | 赵轶 | | 是 | 22,420,000 | 15.84% | 3.5 ...

Market Overview - On September 24, the Shanghai Composite Index rose by 0.83%, the Shenzhen Component Index increased by 1.8%, and the ChiNext Index climbed by 2.28% [2] - A total of 51 stocks appeared on the "Dragon and Tiger List" due to significant trading activity, with a net inflow of funds amounting to 5.15 billion yuan into Tongfu Microelectronics (002156.SZ) [2][4] Key Stocks - Tongfu Microelectronics saw the highest net buying amounting to 514.93 million yuan, representing 14.54% of its total trading volume, and its stock price increased by 10% with a turnover rate of 6.3% [4][6] - The stock with the highest net outflow was Kaimete Gas (002549.SZ), which experienced a net selling of 196.54 million yuan, accounting for 3.23% of its total trading volume, while its stock price rose by 3.86% [5][10] Institutional Activity - Institutions were active in 23 stocks on the Dragon and Tiger List, with a total net selling of 74.69 million yuan. Specifically, institutions net bought 12 stocks and net sold 11 stocks [6][12] - The stock with the highest net institutional buying was Huicheng Co., Ltd. (688403.SH), which rose by 15.84% and had a turnover rate of 10.08% [6][7] Northbound Capital - Northbound capital participated in 24 stocks on the Dragon and Tiger List, with a total net outflow of 505 million yuan. The Shanghai Stock Connect saw a net buying of 6 stocks and a net selling of 3 stocks, while the Shenzhen Stock Connect had a net buying of 5 stocks and a net selling of 10 stocks [10][12] - The stock with the highest net buying from northbound capital was Heertai (002402.SZ), with a net inflow of 325 million yuan, representing 2.21% of its total trading volume [10][13] Summary of Institutional and Northbound Capital Actions - Both institutions and northbound capital jointly net bought Heertai and Enjie Co., Ltd. while jointly net sold Deep Technology, Kaimete Gas, and others [12][13] - There were divergences in actions for stocks like Wanma Co., Ltd. and North China Innovation, where institutions sold while northbound capital bought [12][13]

2025年7月22日，长川科技披露股东减持计划，其实际控制人之一致行动人、持股5%以上股东长川投 资，计划15个交易日后3个月内，通过集中竞价及大宗交易减持不超1122万股，占总股本1.7796%。近 日公司公告，8月25日至9月24日，长川投资累计减持1121.9977万股，占总股本1.7796%，减持计划实施 完成，未超计划约定股数。本次减持符合法规，未违规。减持后，控股股东、实际控制人及其一致行动 人合计持股占比26.6312%，不影响公司控制权、治理结构和持续经营。 ...

2025年9月23 - 24日，杭州长川科技股份有限公司股票收盘价格涨幅偏离值累计超30%，属异常波动。 公司董事会核实，前期披露信息无需更正补充，未发现公共媒体报道可能影响股价的未公开重大信息， 生产经营正常、内外部环境无重大变化。除处于申报阶段的再融资事项和已披露的前三季度业绩预告 外，无应披露未披露重大事项。实际控制人之一致行动人等按减持计划减持，控股股东、实控人异常波 动期间无其他买卖行为。公司提醒投资者关注指定媒体信息，注意投资风险。 ...

Market Overview - On September 24, the Shanghai Composite Index rose by 0.83%, the Shenzhen Component Index increased by 1.80%, and the ChiNext Index gained 2.28%. The total trading volume in the Shanghai and Shenzhen markets reached 2.33 trillion yuan, with over 4,400 stocks rising across the market [1]. Sector Performance - The semiconductor, photolithography, and energy metal sectors experienced significant gains, while the tourism sector saw the largest declines [1]. Focus Stocks - The entire chip industry chain saw a surge, with notable performances from Huasoft Technology (4 consecutive gains), Sunflower (20% increase for 3 consecutive days), and Changchuan Technology (20% increase for 2 consecutive days) [3]. - The robotics concept stocks were also active, with Hongdou Co. achieving 5 gains in 4 days, Lianmei Holdings with 3 consecutive gains, and Yingfeng Co. with 2 consecutive gains [3]. Key Stock Data - Notable stocks included: - Sunflower (20.03% increase, price 8.57 yuan) with plans to acquire semiconductor assets [4] - Shenkong Fanfang (20.01% increase, price 44.51 yuan) focusing on large-diameter silicon materials [4] - Shangwei New Materials (20% increase, price 110.08 yuan) involved in strategic asset transfers [4] - United Chemical (20% increase, price 104.40 yuan) specializing in photolithography and material etching [4] - Jiangfeng Shenzi (20% increase, price 98.82 yuan) recognized as a leader in target materials [4] Trading Dynamics - The top net buying stocks on the day included Tongfu Microelectronics, Hongdou Co., and Enjie Co., with net purchases of 515 million yuan, 273 million yuan, and 252 million yuan respectively [5]. - The top net selling stocks included Kaimeite Gas, Changchuan Technology, and Heertai, with net sales of 197 million yuan, 193 million yuan, and 158 million yuan respectively [6]. Institutional Activity - Institutional net buying was significant in stocks like Huicheng Co. (+15.84%), Northern Huachuang (+10%), and Lixing Co. (+14.78%) [8]. - Conversely, stocks like Changchuan Technology and Kaimeite Gas saw substantial net selling from institutions [9]. Summary of Key Stocks - Tongfu Microelectronics closed at 37.72 yuan, with a 10% increase and a trading volume of 35.43 billion yuan [10]. - Hongdou Co. closed at 3.83 yuan, with a 10.06% increase and a trading volume of 9.66 billion yuan [11]. - Enjie Co. closed at 44.59 yuan, with a 9.99% increase and a trading volume of 16.47 billion yuan [13].

Group 1 - The semiconductor sector in China's A-shares has shown strong performance, with a daily increase of 4.39% and a cumulative weekly rise of over 8%, outperforming the Shanghai Composite Index [1] - Several stocks, including ShenGong Co., Jiangfeng Electronics, and Changchuan Technology, reached their daily price limits, with some recording approximately 20% gains [1] - The positive performance of the semiconductor sector is attributed to multiple favorable factors, including supportive government policies and increased demand and capital investment in the industry [1] Group 2 - Alibaba's CEO announced a three-year plan to invest 380 billion yuan in artificial intelligence infrastructure, indicating significant capital commitment to the AI sector [1] - The overall performance of major A-share indices was positive, with the Shanghai Composite Index rising by 0.83%, the Shenzhen Component Index by 1.8%, and the ChiNext Index by 2.28% [2] - The total trading volume in the Shanghai and Shenzhen markets was approximately 23.268 billion yuan, a decrease of about 1.676 billion yuan compared to the previous trading day [2]