中国经济网北京10月20日讯 圣邦股份(300661.SZ)10月17日晚间发布关于公司控股股东的一致行动人股份减持计划 的预披露公告。公司于近日收到林林出具的《关于股份减持计划的告知函》。 按照圣邦股份10月17日收盘价74.48元计算，林林减持金额不超过5.87亿元。 公司控股股东的一致行动人之一、董事林林直接持有公司股份31,548,497股（占公司总股本比例为5.10%），现计 划通过大宗交易、集中竞价交易方式减持公司股份，减持期间为减持计划公告之日起15个交易日后的3个月内 （即2025年11月10日-2026年2月9日）。预计减持数量不超过7,887,125股，即不超过公司总股本的1.28%（若减持 期间公司有送股、资本公积金转增股本等股份变动事项，减持股份数量进行相应调整）。 2024年年度报告显示，圣邦股份的控股股东为鸿顺祥泰，实际控制人为张世龙。公司股东鸿顺祥泰、宝利弘雅、 弘威国际、张勤、林林为一致行动人。 | 股东 | 拟减持股份 | 占公司总 | 減持原因 | 股份来源 | | --- | --- | --- | --- | --- | | 姓名 | 数量(股) | 股本比例 | | ...

10月20日，圣邦股份盘中下跌2.08%，截至13:23，报72.93元/股，成交11.54亿元，换手率2.62%，总市 值450.72亿元。 资金流向方面，主力资金净流出1.30亿元，特大单买入8457.36万元，占比7.33%，卖出1.32亿元，占比 11.43%；大单买入2.84亿元，占比24.58%，卖出3.66亿元，占比31.71%。 圣邦股份所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：高送转、模拟芯片、芯片 概念、LED、半导体等。 截至6月30日，圣邦股份股东户数4.84万，较上期增加31.13%；人均流通股12245股，较上期减少 0.51%。2025年1月-6月，圣邦股份实现营业收入18.19亿元，同比增长15.37%；归母净利润2.01亿元，同 比增长12.42%。 分红方面，圣邦股份A股上市后累计派现5.57亿元。近三年，累计派现2.50亿元。 机构持仓方面，截止2025年6月30日，圣邦股份十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股3485.41万股，相比上期增加1959.78万股。诺安成长混合A（320007）位居第五大流通股 东，持股1938. ...

来源：格隆汇 圣邦股份董事林林拟减持不超过1.28%股份;联动科技实际控制人及其一致行动人拟减持不超过2.9963%股份;嘉诚国际股东恒尚投资拟减持 不超1%股份;航天工程股东国创基金与新车基金拟减持合计不超过1607.97万股股份;友发集团董事张德刚拟减持不超过354万股公司股份;巨 星农牧股东和邦集团拟减持不超过2%股份;湖南白银股东郴州国控拟减持不超过2%股份;华夏幸福累计未能如期偿还债务金额合计240.07亿 元;嘉澳环保前三季度净亏损2536.59万元 | | | 10月20日A股投资避雷针 | | | --- | --- | --- | --- | | 类别 | 公司 | 主要内容 | | | 股东减持 | 圣邦股份 | 董事林林拟减持不超过1.28%股份 | | | | 联动科技 | 实际控制人及其一致行动人拟减持不超过2.9963%股份 | | | | 嘉诚国际 | 恒尚投资拟减持不超1%股份 | | | | 航大工程 | 国创基金与新车基金拟减持合计不超过1607.97万股股份 | | | | 友发集团 | 董事张德刚拟减持不超过354万股公司股份 | | | | 巨星农牧 | 和邦集团拟减 ...

Major Announcements - Jinling Mining has decided to suspend the public transfer of 100% equity and debt of JG Mining due to the lack of qualified buyers during the second public listing phase [4] - Huibo Yuntong's controlling shareholder and actual controller have voluntarily committed not to reduce their holdings of the company's stock during a specific period, coinciding with the planned acquisition of Baode Computer Systems [5] - Weigao Blood Purification is planning to purchase 100% equity of Weigao Purui through a share issuance, with trading expected to be suspended from October 20, 2025 [6] - Ganfeng Lithium intends to transfer part of its equity in Shenzhen Yichu to introduce a strategic investor for 664 million yuan, which will result in Shenzhen Yichu no longer being included in the consolidated financial statements [7] - Sanhua Intelligent Control has raised the upper limit for its share repurchase price from 35.75 yuan to 60.00 yuan and extended the implementation period by two months [8] - Jingwei Huikai plans to acquire 100% equity of ZTE Systems for 850 million yuan, entering the private network communication sector [9] Performance Reports - Cambrian reported a third-quarter net profit of 567 million yuan, with a revenue increase of 1332.52% year-on-year [10] - Hikvision's third-quarter net profit grew by 20.31%, with revenues of 239.4 billion yuan [12] - Kewell's third-quarter net profit increased by 110.36%, with revenues of 14.5 million yuan [13] - Siwei Technology expects a net profit increase of 140% to 169% for the first three quarters, driven by strong smartphone sector performance [14] - Shentong Technology's third-quarter net profit surged by 452.62%, with revenues of 4.86 billion yuan [15] - Huayou Cobalt's net profit for the first three quarters increased by 39.59%, benefiting from integrated operations and rising cobalt prices [16] - Shenghui Integration reported a third-quarter net profit growth of 93.89% [17] - Jinshi Yaya expects a net profit increase of 48.99% to 83.95% for the first three quarters due to successful commercialization of R&D projects [18] - Haida Group's net profit for the first three quarters grew by 14.31%, and the company plans to spin off its subsidiary for a Hong Kong listing [19] - Hanlan Environment anticipates a net profit increase of approximately 15.85% for the first three quarters [20] - Haitong Development's net profit for the first three quarters decreased by 38.47% due to market price declines and rising operational costs [21] - Explorer expects a net profit decline of 64.62% to 70.51% for the first three quarters due to poor sales in outdoor business [22] - Guoji General's net profit for the third quarter decreased by 46.73% due to a decline in project revenue recognition [23] Major Contracts - Xinjiang Jiaojian has been awarded a construction project worth 556 million yuan [24] - Robotech signed a contract worth approximately 761 million yuan, representing about 68.83% of its 2024 revenue [25] - Shengshi Technology signed a contract for the Hunchun Port project worth 102 million yuan [26] Shareholding Changes - Youfa Group's director plans to reduce his holdings by up to 3.54 million shares [27] - Shengbang shares' controlling shareholder plans to reduce holdings by up to 1.28% [28] - Hunan Silver's major shareholder plans to reduce holdings by up to 2% [29] Share Buybacks - Tonghua Dongbao plans to repurchase shares worth 20 million to 40 million yuan [30] - Shenzhen New Star intends to raise its share repurchase price limit from 18 yuan to 30 yuan [31] Financing Activities - Changsha Bank has received approval to issue capital instruments not exceeding 12 billion yuan [32]

Core Viewpoint - The company announced that a significant shareholder, Mr. Lin Lin, plans to reduce his stake in the company through block trades and centralized bidding from November 10, 2025, to February 9, 2026, with a maximum reduction of 7.8871 million shares, representing 1.28% of the total share capital [1] Group 1 - The reduction period for the shareholding is set from November 10, 2025, to February 9, 2026 [1] - The maximum number of shares to be reduced is 7.8871 million [1] - This reduction accounts for up to 1.28% of the company's total share capital [1]

Core Insights - The semiconductor industry is witnessing a significant trend of companies, particularly in the analog chip sector, moving towards the Hong Kong stock market, driven by strategic choices in response to market challenges and the need for global expansion [1][9] - The analog chip market is experiencing a recovery with a 4% growth in the first half of the year, driven by sectors like automotive electronics and AI computing, despite intense competition from international players [2][6] Market Dynamics - The cyclical nature of the analog chip industry and the evolving global competitive landscape are key factors influencing companies to list in Hong Kong [2] - The top 10 domestic analog chip manufacturers are projected to hold a 38.1% market share in 2024, with international firms capturing 33% of the market, indicating a highly concentrated competitive environment [2] Strategic Moves - The Hong Kong stock market has become attractive for companies due to its flexible refinancing mechanisms and recent regulatory changes that facilitate listings for A-share companies [3] - Companies like Naxin Micro, Jiewater, and Shengbang have submitted their IPO applications to the Hong Kong Stock Exchange, aiming to leverage international capital for further growth [3][4] Company Strategies - Shengbang focuses on a comprehensive product matrix covering 34 categories and over 5,900 products, achieving a revenue of 18.19 billion yuan in the first half of 2025, a 15.37% increase year-on-year [4][6] - Naxin Micro emphasizes sensor, signal chain, and power management products, with a significant presence in the automotive sector, leading to a revenue increase from 19.61 billion yuan in 2024, a 49.56% year-on-year growth [5][7] - Jiewater adopts a one-stop product line strategy, achieving a revenue of 16.46 billion yuan in 2024, a 28.84% increase year-on-year [5] Financial Performance - The leading companies in the analog chip sector exhibit high growth but face profitability challenges, with Shengbang reporting a net profit of 5 billion yuan in 2024, a 78.17% increase [6][7] - Naxin Micro's revenue growth is notable, but it reported a net loss of 4.03 billion yuan in 2024, indicating the growing pains of the industry [7] - Jiewater also faced a net loss of 6.03 billion yuan in 2024, highlighting the pressures of market competition and rising costs [7] Future Outlook - The power management market is expected to grow significantly, reaching 223.4 billion yuan by 2029, driven by demand from AI infrastructure and electric vehicles [8] - Companies listing in Hong Kong can access funds to support long-term R&D and market expansion, which is crucial for navigating the industry's challenges [8] Conclusion - The trend of companies like Shengbang, Naxin Micro, and Jiewater listing in Hong Kong reflects a shift in China's semiconductor industry towards global competition [9] - The ability to convert capital advantages into technological strengths and expand into international markets will be critical for these companies moving forward [9]

Performance - Cambrian's Q3 revenue reached 1.727 billion yuan, a year-on-year increase of 1332.52%; net profit was 567 million yuan [1] - Hikvision's Q3 net profit grew by 20.31% year-on-year [5] - Sitaiwei's net profit for the first three quarters is expected to increase by 140% to 169% year-on-year [5] - Northern Heavy Industries anticipates a year-on-year net profit increase of 56.90% to 70.74% for the first three quarters [5] - Jintian's net profit for the first three quarters increased by 104.37% year-on-year [5] - Yingshi Network's Q3 net profit grew by 28.73% year-on-year [5] - Sankeshu's net profit for the first three quarters increased by 81.22% year-on-year, with a proposed dividend of 5 yuan per 10 shares [5] - Pianzaihuang's Q3 net profit decreased by 28.82% year-on-year [5] - Shentong Technology's Q3 net profit surged by 452.62% year-on-year [5] - Huayou Cobalt's net profit for the first three quarters increased by 39.59% year-on-year [5] - Guotou Power's Q3 power generation reached 47.891 billion kWh, a year-on-year decrease of 14.42% [5] - Rongbai Technology reported a Q3 net loss of 135 million yuan [5] - Zijin Mining's Q3 net profit increased by 52.25% year-on-year [5] - Haida Group's net profit for the first three quarters increased by 14.31%, planning to spin off its subsidiary Haida Holdings for a Hong Kong listing [5] Share Buybacks and Reductions - Fujirui plans to repurchase shares worth 10 million to 20 million yuan [3] - Tonghua Dongbao intends to repurchase shares worth 20 million to 40 million yuan [3] - Shenzhen New Star plans to adjust the maximum repurchase price to no more than 30 yuan per share [3] - Sanhua Intelligent Control has raised the maximum repurchase price and extended the implementation period [3] - Dayang Electric has also raised the maximum repurchase price and extended the implementation period [3] - Hunan Baiyin's controlling shareholder plans to reduce its stake by no more than 2% [5] - Shengbang shares' controlling shareholder plans to reduce its stake by no more than 1.28% [5] - Liandong Technology's actual controller plans to reduce its stake by no more than 2.9963% [5] - Juxing Agriculture's shareholder plans to reduce its stake by no more than 2% [5] - Aerospace Engineering's shareholders plan to reduce their stakes by no more than 6% [5] Contracts and Collaborations - Yongmaotai signed a strategic cooperation framework agreement with a leading humanoid robot company [3] - Xinjiang Jiaojian won a construction project worth 556 million yuan [4] - Jingjiawei signed a strategic cooperation agreement with Cangqiong Digital to create a fully domestic integrated solution [3] - Shengshi Technology signed a contract for a project worth 102 million yuan at Hunchun Port [3] - Robotech signed a contract worth approximately 761 million yuan, accounting for about 68.83% of the company's 2024 revenue [3] - Guangdong Construction's subsidiary signed a cooperation framework agreement with the Maoming Binhai New Area Management Committee [3] Mergers and Acquisitions - Jingwei Huikai plans to acquire 100% of Zhongxing System for 850 million yuan, entering the private network communication field [6] - Weigao Blood Purification intends to purchase 100% of Weigao Purui's shares, with stock trading suspended from October 20 [6] - GoerTek terminated its planned acquisition of Mia Precision Technology and Changhong Industrial [6] Financing - Changsha Bank received regulatory approval to issue capital instruments not exceeding 12 billion yuan [6]

格隆汇10月17日丨圣邦股份(300661.SZ)公布，控股股东的一致行动人之一、董事林林先生直接持有公 司股份31,548,497股（占公司总股本比例为5.10%），现计划通过大宗交易、集中竞价交易方式减持公 司股份，减持期间为本减持计划公告之日起15个交易日后的3个月内（即2025年11月10日-2026年2月9 日）。预计减持数量不超过7,887,125股，即不超过公司总股本的1.28%（若减持期间公司有送股、资本 公积金转增股本等股份变动事项，减持股份数量进行相应调整）。 ...

Core Viewpoint - The company announced that a significant shareholder, Mr. Lin Lin, plans to reduce his stake in the company through block trades and centralized bidding from November 10, 2025, to February 9, 2026, with a maximum reduction of 7.8871 million shares, representing up to 1.28% of the total share capital [1] Summary by Category - **Shareholder Actions** - Mr. Lin Lin, a concerted actor of the company's controlling shareholder, intends to reduce his shareholding [1] - The reduction will occur via block trading and centralized bidding [1] - **Reduction Details** - The planned reduction period is from November 10, 2025, to February 9, 2026 [1] - The maximum number of shares to be reduced is 7.8871 million [1] - This reduction accounts for up to 1.28% of the company's total share capital [1]

圣邦股份公告，公司控股股东的一致行动人之一、董事林林直接持有公司股份31548497股（占公司总股 本比例为5.10%），现计划通过大宗交易、集中竞价交易方式减持公司股份，减持期间为本减持计划公 告之日起15个交易日后的3个月内。预计减持数量不超过7887125股，即不超过公司总股本的1.28%。 ...