| 证券代码：300852 | 证券简称：四会富仕 | 公告编号：2025-072 | | --- | --- | --- | | 债券代码：123217 | 债券简称：富仕转债 | | 四会富仕电子科技股份有限公司 关于参加广东辖区 2025 年投资者网上集体接待日活动 的公告 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。 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）参与本次互动交流，活动时间为 2025 年 9 月 19 日（周 五）15:30-17:00。 届时公司高管将在线就 2025 年半年度业绩、公司治理、发展战略、经营状 况等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 四会富仕电子科技股份有限公司 董事会 2025 年 9 月 16 日 为进一步加强与投资者的互动交流，四会富仕电子科技股份有限公司（以下 简称"公司"）将参加由广东证监局、广东上市公司协会联合举办的"向新提质 价值领航——2025 年广东辖区投资者集体接待日暨辖区上市公司中报业绩说明 会 ...

Core Viewpoint - The controlling shareholder of Sihui Fushi (300852.SZ) has announced a share reduction plan, impacting the overall shareholding structure of the company [1] Shareholding Changes - Sihui Mingcheng Trading Co., Ltd. and its concerted party, Sihui Tiancheng Tongchuang Investment Partnership, will reduce their holdings by a total of 1.329 million shares, representing 0.9407% of the company's total share capital [1] - After the reduction, Sihui Mingcheng's shareholding decreased from 56.3462 million shares to 55.8675 million shares, with the ownership percentage dropping from 39.8848% to 39.5459% [1] - Sihui Tiancheng's shareholding decreased from 15.246 million shares to 14.3957 million shares, with the ownership percentage falling from 10.7919% to 10.1900% [1] - The combined shareholding percentage of both entities decreased from 65.7379% to 64.7971% [1]

Market Overview - On September 16, A-shares opened slightly higher with the Shanghai Composite Index up 0.14% at 3865.98 points, the Shenzhen Component Index up 0.09% at 13017.58 points, and the ChiNext Index up 0.2% at 3072.3 points [1] - The market focus included stocks like Shoukai Co., which opened up 1.65% after a significant price increase, and other sectors such as gold and real estate showing strong performance [1] Company News - CATL announced that its sodium-ion battery has passed the new national standard certification, making it the first globally certified sodium-ion battery for passenger vehicles [2] - Shoukai Co. experienced a significant stock price fluctuation, with a cumulative increase of 100% over a short period, indicating abnormal trading activity [2] - Shanghai Construction Group reported an increase in gold mine resources, valued at approximately 4.27 billion RMB, although this has minimal impact on the company's overall revenue [2] - New Dazheng is planning a major asset restructuring involving the acquisition of at least 51% of Jiaxin Liheng Facility Management [3] - Jiugui Liquor's collaboration with a partner has led to strong sales of a new product, with plans to accelerate the development of innovative alcoholic beverages [3] - Longpan Technology signed a procurement agreement with CATL for lithium iron phosphate cathode materials, with total sales expected to exceed 6 billion RMB [3] - Dingtong Technology plans to invest up to 15 million USD in Vietnam for the development of high-speed communication connectors and other products [3] - Borui Pharmaceutical received approval for clinical trials of a new drug targeting obesity, marking a significant milestone in its product development [3] Stock Movements - Siwu Fushi's major shareholder reduced their stake by approximately 0.94%, bringing their total holding down to 64.8% [4] - Junsheng Electronics secured projects with major automotive brands, with a total lifecycle order value estimated at around 15 billion RMB [4] Investment Opportunities - Crystal Morning plans to acquire 100% of Chip Micro Semiconductor for 316 million RMB, focusing on IoT and automotive applications [5] - Nanfeng Co. is in the early stages of a 3D printing service project, with an initial investment of 50 million RMB [5] - Zhenghai Magnetic Materials' convertible bonds will cease trading after September 16, with a forced redemption price set at 100.50 RMB per bond [5] Regulatory Updates - ST Suwu's stock price fell below 1 RMB, risking delisting if it remains below this threshold for 20 consecutive trading days [6] Industry Trends - Keli Yuan plans to accelerate the construction of energy storage projects in various regions, aiming for at least 4 GWh of new projects by the end of 2025 [7] - The electronic industry is seeing a shift towards advanced packaging and thermal management solutions, driven by the demands of AI and data centers [11] - The new policies from the National Development and Reform Commission and the National Energy Administration are expected to boost the growth of energy storage and wind power projects [19]

Group 1: Leadership Changes - Jiang Tiefeng resigned as Chairman of China Merchants Shekou due to work relocation, holding 122,000 shares of the company [1] - Zhu Wenkai has been elected as the new Chairman of the Board, effective immediately [1] Group 2: Mergers and Acquisitions - Jilin Morningstar plans to acquire 100% of Chip Micro Semiconductor for a total consideration of RMB 316 million, enhancing its capabilities in cellular and Wi-Fi communication technologies [2] - United Precision intends to acquire 51% of Chengdu Mite Aviation Manufacturing for a valuation not exceeding RMB 380 million [10] - Shangluo Electronics plans to acquire 88.79% of Ligon Technology for RMB 700 million, focusing on IC product distribution [16] Group 3: Financial Performance - Chip Micro Semiconductor reported zero revenue for 2024 and projected revenue of RMB 679,300 for the first half of 2025, with net losses of RMB 900 million and RMB 400 million respectively [3] Group 4: IPO and Financing Activities - Beijing Junzheng submitted an application for H-share listing on the Hong Kong Stock Exchange [4] - Jiangbolong received approval from the China Securities Regulatory Commission for its H-share issuance of up to 84,419,800 shares [5] - Shantui has submitted its H-share issuance application to the CSRC [6] - Yinglian plans to raise up to RMB 1.5 billion through a private placement for various projects [7] - Huichuangda intends to issue convertible bonds to raise up to RMB 650 million for battery-related projects [8] Group 5: Regulatory Compliance - *ST Lingda received a regulatory inquiry regarding insufficient impairment provisions for a project and internal control issues [9] Group 6: Control Changes - Landai Technology announced a change in control, with a significant share transfer and voting rights agreement [12]

Core Viewpoint - The company Si Hui Fu Shi (300852.SZ) has received a notice regarding the share reduction progress from Si Hui Ming Cheng and its concerted party Tian Cheng Tong Chuang, indicating a significant change in shareholding structure [1] Group 1: Share Reduction Details - Si Hui Ming Cheng and Tian Cheng Tong Chuang reduced their holdings by 1.329 million shares, which represents 0.9407% of the company's total share capital [1] - The combined shareholding percentage of Si Hui Ming Cheng and its concerted party decreased from 65.7379% to 64.7971% [1] - This change in equity holding triggered a change that touches upon the 1% integer multiple [1]

Group 1 - The core viewpoint of the article indicates that Si Hui Fu Shi (300852.SZ) has over 45% of its revenue coming from the industrial control sector [1] - A portion of the company's products is applied in humanoid robots, but the revenue contribution from this segment is currently less than 1% [1]

Group 1 - The company Si Hui Fu Shi (300852.SZ) announced a recent share reduction by Si Hui Ming Cheng and its concerted party Tian Cheng Tong Chuang [1] - From August 29, 2025, to September 12, 2025, Si Hui Ming Cheng and Tian Cheng Tong Chuang reduced their holdings by 1.329 million shares, accounting for 0.9407% of the company's total share capital [1] - The combined shareholding of Si Hui Ming Cheng and its concerted party decreased from 65.7379% to 64.7971%, triggering a change that touches the 1% integer multiple [1]

Group 1 - The company Si Hui Fu Shi (SZ 300852) announced on September 15 that its 12th board meeting of the third session was held, discussing the proposal to use part of the idle raised funds for cash management [1] - For the first half of 2025, the company's revenue composition was 93.96% from printed circuit boards and 6.04% from other businesses [1] - As of the report date, Si Hui Fu Shi's market capitalization was 6.5 billion yuan [1]

Group 1 - The company, Four Seasons Fushi (300852.SZ), confirmed that its PCB products are partially used in humanoid robots, although the revenue contribution from this application is currently less than 1% [2] - The industrial control sector accounts for over 45% of the company's total revenue [2] - Investors are advised to make cautious decisions regarding their investments [2]

证券代码：300852 证券简称：四会富仕 公告编号：2025-071 债券代码：123217 债券简称：富仕转债 四会富仕电子科技股份有限公司 四会富仕电子科技股份有限公司（以下简称"公司"）于2025年7月20日在巨潮资 讯网披露了《关于大股东减持公司股份的预披露公告》（公告编号：2025-052）。 持有公司股份56,346,192股（占公司总股本比例的39.5545%，占剔除回购专用账户 股份后总股本比例的39.8848%）的股东四会明诚计划自本公告披露之日起15个交易日后 的3个月内（即2025年8月11日至2025年11月10日），以集中竞价或大宗交易的方式减持 本公司股份，拟减持数量不超过3,087,771股，不超过公司总股本比例的2.1676%（不超 过剔除回购专用账户股份后的总股本比例的2.1857%）。 持有公司股份15,246,000股（占公司总股本比例的10.7025%，占剔除回购专用账户 股份后总股本比例的10.7919%）的股东天诚同创计划自本公告披露之日起15个交易日后 的3个月内（即2025年8月11日至2025年11月10日），以集中竞价或大宗交易的方式减持 本公司股份，拟减 ...