Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding their operational status and significant developments. Group 1: Company Announcements - Jinshi Technology (002951) stated that it has not engaged in any business related to stablecoins and confirmed no undisclosed significant matters [3] - New Asia Electronics (605277) reported that revenue from its "lotus core structure" technology application is less than 3.31% of total revenue, and the technology has not yet been mass-produced [4] - New Zhonggang (605162) confirmed that its main business has not undergone significant changes and its operational status remains normal [6] - Zhuoyue New Energy (688196) plans to invest 700 million yuan in a bioenergy project in Thailand, which includes a biodiesel production line with an annual capacity of 300,000 tons [7] - Zhengfan Technology (688596) intends to acquire 62.23% of Han Jing Semiconductor, aiming to enhance its competitiveness in the semiconductor sector [8] - Alliance Electronics (688311) announced that five shareholders plan to transfer 3.68% of the company's shares through a pricing inquiry [9] - Xinpeng Co., Ltd. (002328) reported that its subsidiary's investment project has been listed on the STAR Market [10] - Bayi Shikong (688181) is expanding into edge computing services, partnering with China Broadcasting Network [12] - Dafu Technology (300134) plans to invest up to 100 million yuan in Anhui Yunta Electronics [14] - Jinchengzi (688291) noted that revenue from its laser 3D printing control systems will account for less than 2% of total revenue in 2024 [15] - Dazhi (601519) confirmed that its daily operations are normal and there are no significant changes [16] - Senlin Packaging (605500) clarified that its consumer packaging business currently represents a small portion of its overall operations [17] - Guangyunda (300227) intends to acquire 56.0299% of Yilian Unlimited for 352 million yuan [18] - Xinning Electric (301388) reported no significant changes in its operational environment [19] - Shangwei New Materials (688585) announced progress in its controlling shareholder's control change plan [20] - Yong'an Futures (600927) confirmed no undisclosed significant information [21] Group 2: Performance Reports - Jingji Zhino (000048) reported June sales of 176,400 pigs, generating revenue of 310 million yuan [23] - Kemin Foods (002661) noted a 111.22% year-on-year increase in June sales revenue from its subsidiary [24] - Lihua Co., Ltd. (300761) reported a 21.3% year-on-year decline in June chicken sales revenue [25] - Xiaoming Co., Ltd. (300967) experienced a 182.52% year-on-year increase in June chicken product sales revenue [26] - Tiankang Bio (002100) reported a 19.53% year-on-year decline in June pig sales revenue [27] - Shen Shen Fang A (000029) expects a net profit increase of 1411.7% to 2034.17% for the first half of the year [29] - Juhua Co., Ltd. (600160) anticipates a net profit increase of 136% to 155% for the first half of the year [30] - Jieshun Technology (002609) expects a net profit increase of 105.68% to 193.82% for the first half of the year [31] - Haopeng Technology (001283) forecasts a net profit increase of 228.03% to 271.77% for the first half of the year [32] - Dajin Heavy Industry (002487) expects a net profit increase of 193.32% to 227.83% for the first half of the year [33] - Huace Navigation (300627) anticipates a net profit increase of 27.37% to 33.34% for the first half of the year [34] - Yatai Co., Ltd. (002284) expects a net profit increase of 81.97% to 101.13% for the first half of the year [35] - Huagong Technology (000988) forecasts a net profit increase of 42.43% to 52.03% for the first half of the year [36] - Shangwei Co., Ltd. (603333) expects a net loss of 27 million to 35 million yuan for the first half of the year [37] Group 3: Major Contracts and Share Transactions - Hongyuan Green Energy (603185) signed a cooperation agreement with Jiangsu Shunfeng Photovoltaic Technology [38] - Pulite (002324) announced a procurement contract for a 30MWh sodium-ion battery energy storage system [40] - Hisense Home Appliances (000921) plans to increase its shareholding by 6.92 million to 13.86 million shares [41] - Yanpai Co., Ltd. (301081) intends to increase its shareholding by 17 million to 34 million yuan [42] - Yuanzu Co., Ltd. (603886) announced a plan to reduce its shareholding by up to 1% [43] - 吉祥航空 (603885) plans to reduce its shareholding by up to 1% [44] - Jin Domain Medical (603882) intends to reduce its shareholding by up to 1% [45] - Chao Tu Software (300036) announced plans for its controlling shareholder to reduce its shareholding by up to 2.01% [46] - Xintong Lian (603022) plans to reduce its shareholding by up to 3% [47] - Dongfang Zhongke (002819) intends to reduce its shareholding by up to 3% [48] - Shuo Beid (300322) plans to repurchase shares worth 20 million to 30 million yuan [49]

Group 1 - Dazhihui reported that its daily operations are normal and there are no significant changes [4] - Jinchengzi announced that revenue from laser 3D printing control systems will account for less than 2% of total revenue in 2024 [5][6] - Bayi Shikong is expanding into edge computing business [8] - Zhengfan Technology plans to acquire 62.23% stake in Hanjing Semiconductor [10] - Dayang Electric is planning to issue H-shares and list on the Hong Kong Stock Exchange [18] Group 2 - Haitong Development intends to use up to $65 million to purchase dry bulk carriers [2] - Juhua Co. expects a net profit of 1.97 billion to 2.13 billion yuan for the first half of 2025, a year-on-year increase of 136% to 155% [3] - Dajin Heavy Industry anticipates a net profit of 510 million to 570 million yuan for the first half of 2025, a year-on-year increase of 193.32% to 227.83% [11] - Yatai Co. expects a net profit of 190 million to 210 million yuan for the first half of 2025, a year-on-year increase of 81.97% to 101.13% [12] - Huizhong Co. expects a net profit of 39.98 million to 42.03 million yuan for the first half of 2025, a year-on-year increase of 95% to 105% [13]

Group 1 - Jinshi Technology has not engaged in any business related to stablecoins and confirmed no undisclosed significant matters [3] - Xinya Electronics reported that revenue from its "lotus core structure" technology accounts for less than 3.31% of total revenue, and the technology has not yet been mass-produced [4] - New Zhonggang stated that its main business has not undergone significant changes and its production and operational status remains normal [5] Group 2 - Zhuoyue New Energy plans to invest 700 million yuan in a bioenergy project in Thailand, which includes a biodiesel production line with an annual capacity of 300,000 tons [6] - Zhengfan Technology intends to acquire 62.23% of Han Jing Semiconductor, which will become a subsidiary, enhancing its capabilities in the semiconductor sector [7] Group 3 - Jingji Zhino reported sales of 176,400 pigs in June, generating revenue of 310 million yuan [9] - Kemin Foods' subsidiary saw a 111.22% year-on-year increase in sales revenue from pig sales in June [10] - Lihua Co. reported a 21.3% year-on-year decline in chicken sales revenue in June [11] Group 4 - Xiaoming Co. achieved a 182.52% year-on-year increase in chicken product sales revenue in June [12] - Tiankang Bio reported a 19.53% year-on-year decline in pig sales revenue in June [13] Group 5 - Juhua Co. expects a net profit increase of 136% to 155% for the first half of 2025, driven by rising prices of core products [14] - Jieshun Technology anticipates a net profit increase of 105.68% to 193.82% for the first half of 2025, supported by growth in innovative business [15] - Dajin Heavy Industry forecasts a net profit increase of 193.32% to 227.83% for the first half of 2025, attributed to significant growth in overseas business [16] Group 6 - Huace Navigation expects a net profit increase of 27.37% to 33.34% for the first half of 2025, driven by rapid growth in overseas markets [17] - Yatai Co. anticipates a net profit increase of 81.97% to 101.13% for the first half of 2025, due to market expansion and operational efficiency [18] - Shangwei Co. expects a net loss of 27 million to 35 million yuan for the first half of 2025, impacted by economic conditions and competition [19] Group 7 - Hongyuan Green Energy's subsidiary signed a cooperation agreement to stabilize operations during a pre-restructuring phase [21] - Pulit signed a procurement contract for a 30MWh sodium-ion battery energy storage system, marking a significant milestone in sodium battery applications [22] Group 8 - Hisense Home Appliances' controlling shareholder plans to increase its stake by acquiring up to 13.86 million shares [24] - Yanpai Co.'s controlling shareholder intends to increase its stake by investing between 17 million to 34 million yuan [25] - Yuanzhu Co. plans to reduce its stake by up to 1% due to funding needs [26] - Xintonglian's shareholder plans to reduce its stake by up to 3% for operational needs [27]

| 证券代码：301081 | 证券简称： | 严牌股份 | 公告编号：2025-064 | | --- | --- | --- | --- | | 债券代码：123243 | 债券简称： | 严牌转债 | | 浙江严牌过滤技术股份有限公司 关于控股股东、实际控制人的一致行动人以专项贷款和自有资 金增持公司股份计划的公告 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。 特别提示： 1、浙江严牌过滤技术股份有限公司（以下简称"公司"或"严牌股份"）控 股股东、实际控制人的一致行动人天台友凤投资咨询管理有限公司（以下简称 "友凤投资"）基于对公司未来持续稳定发展的坚定信心及对公司长期投资价值 的认可，同时为提振投资者信心，切实维护中小股东利益和市场稳定，促进公司 持续、稳定、健康的发展，计划自本公告披露日起 6 个月内，拟通过深圳证券交 易所允许的方式（包括但不限于集中竞价、大宗交易等）增持公司 A 股股份，增 持不设定价格区间，增持总金额不低于人民币 1,700 万元，不超过人民币 3,400 万元，且增持数量不超过公司总股本的 5%。 2、友凤投资系公司控股股 ...

Group 1 - The company announced that its controlling shareholder and actual controller's concerted action partner, Youfeng Investment, plans to increase its holdings of the company's A-shares within six months from the announcement date [1] - The total amount of the planned increase is no less than RMB 17 million and no more than RMB 34 million, with the increase not exceeding 5% of the company's total share capital [1] - The funding for the increase will come from Youfeng Investment's own funds and special loans [1]

Core Viewpoint - The controlling shareholder of Yanpai Co., Ltd. (301081) plans to increase its stake in the company, reflecting confidence in its future development and long-term investment value [1] Group 1: Shareholder Actions - Tian Tai You Feng Investment Consulting Management Co., Ltd. intends to increase its holdings of Yanpai's A-shares within six months from the announcement date [1] - The total amount for the share buyback is planned to be no less than RMB 17 million and no more than RMB 34 million [1] - The increase in shares will not exceed 5% of the company's total share capital [1] Group 2: Funding Sources - The funds for the share purchase will come from the self-owned capital and special loans of You Feng Investment [1]

Core Viewpoint - The announcement details the interest payment for the convertible bonds issued by Zhejiang Yanpai Filter Technology Co., Ltd., highlighting the interest rate, payment method, and tax implications for bondholders [1][4][5]. Group 1: Convertible Bond Details - The first-year interest for the "Yanpai Convertible Bonds" is set at 2.00 CNY for every 10 bonds (face value 1,000.00 CNY) [1][4]. - The interest payment period is from July 10, 2024, to July 9, 2025, with an annual interest rate of 0.20% [4][5]. - The bonds will be paid annually, with the first payment occurring after the bondholders' registration date [2][3]. Group 2: Tax Implications - Individual bondholders will have a 20% tax withheld on interest income, resulting in a net payment of 1.60 CNY for every 10 bonds [4][5]. - Qualified foreign institutional investors (QFII and RQFII) are exempt from corporate income tax and value-added tax on the interest earned [6]. - Other bondholders are responsible for their own tax payments on interest income [6]. Group 3: Payment Process - The company will entrust the China Securities Depository and Clearing Corporation Limited Shenzhen Branch to handle the interest payments [5]. - Payments will be made to designated securities firms or other recognized institutions after the bondholders' registration date [5]. - The company will not pay interest for the current and future periods if bondholders convert their bonds into company stock before the interest payment date [5].

Group 1 - Company plans to acquire 100% equity of Technische Textilien Lrrach GmbH & Co. KG (TTL) for approximately €2.9 million to enhance its global strategy and local service capabilities in the textile solutions market [1] - TTL, established in 1838, specializes in non-woven materials for industrial textiles, serving over 300 clients with strong market competitiveness in laundry textiles [1] - The acquisition aims to integrate TTL's sales team and global customer resources, promoting mutual product advantages and enhancing global competitiveness [1] Group 2 - Environmental policies are reshaping the filtration materials industry, with the EU's REACH regulation raising recyclability standards to 60% and China's air pollution prevention plan mandating 99.97% filtration efficiency [2] - The non-woven filtration materials market is expected to exceed $42 billion by 2025, with China contributing over 35% and a growth rate of 8.7% [2] - The industry is undergoing technological innovation and product optimization driven by domestic and international environmental policies [2] Group 3 - Company has developed a mature and diverse production process for filtration materials, enhancing product performance and cost-effectiveness [3] - The company focuses on customized solutions for specific industries, such as non-removable filter cloths for titanium dioxide and specialized anode cloths for thermal power plants [3] Group 4 - Company achieved revenue of 785 million yuan in 2024, a year-on-year increase of 8.75%, and 200 million yuan in Q1 2025, a growth of 16.49% [4] - The company has advanced production capabilities with multiple imported needle-punched non-woven fabric production lines and over 200 looms, leading the industry in production scale [4] - The company is investing in high-performance filtration materials and automation to enhance production efficiency and expand its core competitiveness in the environmental filtration sector [4] Group 5 - Company is expanding its overseas market presence, achieving 290 million yuan in overseas revenue in 2024, a 7.04% increase, accounting for 36.99% of total revenue [5] - The company is leveraging its subsidiary in the U.S. and partnerships in Europe to tap into North American and Southeast Asian markets [5] - The acquisition of TTL will enhance the company's brand influence and technical expertise in the industrial textile sector, accelerating its transition from a domestic leader to a global provider of environmental solutions [5]

| 证券代码：301081 | 证券简称：严牌股份 | 公告编号：2025-063 | | --- | --- | --- | | 债券代码：123243 | 债券简称：严牌转债 | | 浙江严牌过滤技术股份有限公司 关于严牌转债 2025 年付息的公告 2、债权登记日：2025 年 7 月 9 日； 3、本次付息期间及票面利率：计息期间为 2024 年 7 月 10 日至 2025 年 7 月 9 日，票面利率为 0.20%； 4、付息日：2025 年 7 月 10 日； 5、除息日：2025 年 7 月 10 日； 6、本次付息的债权登记日为 2025 年 7 月 9 日，截至 2025 年 7 月 9 日下午 深圳证券交易所收市后，在中国证券登记结算有限责任公司深圳分公司（以下 简称"中国结算深圳分公司"）登记在册的"严牌转债"持有人享有本次派发 的利息。在 2025 年 7 月 9 日前（含当日）申请转换成公司股票的可转换公司债 券，公司不再向其持有人支付本计息年度及以后计息年度的利息； 7、下一付息期起息日及利率：2025 年 7 月 10 日，利率为 0.40%。 浙江严牌过滤技术股份有限公司（以 ...

Core Viewpoint - Zhejiang Yanpai Filter Technology Co., Ltd. is issuing convertible bonds to unspecified investors, with a total fundraising amount of RMB 46,788.89 million, after deducting related fees [2][3]. Section 1: Bond Overview - The issuer is Zhejiang Yanpai Filter Technology Co., Ltd. [2] - The approval document from the China Securities Regulatory Commission allows the company to issue 4,678,889 convertible bonds at a face value of RMB 100 each, totaling RMB 46,788.89 million [2]. - After deducting underwriting commissions and issuance fees, the net amount raised is RMB 46,066.97 million, which has been verified by an accounting firm [2][3]. Section 2: Major Events - The company held its annual general meeting on May 20, 2025, approving a cash dividend of RMB 3.00 per 10 shares, totaling RMB 61,731,410.40 [7]. - The ex-dividend date is set for June 6, 2025, and the adjusted conversion price for the convertible bonds will be RMB 7.27 per share, effective from the same date [7][8]. - The dividend distribution aligns with the company's profit distribution conditions and will not adversely affect its financial status or debt repayment capabilities [8].