| | | 8月12日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 麦湖德 | 目前运动康复产品收入占比较小 | | 项目投资 | 达实智能 | 达实久信签署9075. 33万元智慧医院项目 | | 中标合同 | 特锐德 | 预中标约1.44亿元铁路项目 | | 经营数据 | 罗牛山 | 7月生猪销售收入9750.29万元 | | 股权收购 | *ST星农 | 拟收购中城汽车100%股权 | | 国购 | 陕西金叶 | 拟斥资4000万元-7000万元回购股份 | | 业绩 | 贵州茅台 | 上半年净利润454.03亿元,同比增长8.89% | | 增减持 | 天亿马 | 南京乐遂、南京优志拟合计减持不超过3.46%股份 | | | 四方精创 | 控股股东及其一致行动人拟减持不超过2.25%股份 | | 其他 | 江苏索普 | 拟定增募资不超15亿元 | | | 金固股份 | 收到阿凡达低碳车轮项目定点通知 E 16/2 T | 吉视传媒(601929.SH)：不涉及"国资云"相关业务 【热点】 麦澜德(688273.SH)：目前运动康复产品收入 ...

Group 1: Policy Announcements - The Ministry of Finance, People's Bank of China, and Financial Regulatory Bureau released the "Implementation Plan for Personal Consumption Loan Interest Subsidy Policy," effective from September 1, 2025, to August 31, 2026, aimed at supporting personal consumption loans used for actual consumption [1] - The Ministry of Finance announced the "Loan Interest Subsidy Policy for Service Industry Operating Entities," which provides a 1% annual interest subsidy for loans to service industry entities, with a maximum loan amount of 1 million yuan per entity [1] Group 2: Company Financial Performance - Guizhou Moutai reported a revenue of 89.389 billion yuan for the first half of the year, a year-on-year increase of 9.1%, with a net profit of 45.403 billion yuan, up 8.89% [2] - Golden Dragon Fish achieved a revenue of 115.682 billion yuan in the first half, a 5.67% increase year-on-year, with a net profit of 1.756 billion yuan, marking a 60.07% growth [3] - China Unicom reported a revenue exceeding 200 billion yuan in the first half, a 1.5% year-on-year increase, with a total profit of 17.7 billion yuan, up 5.2% [3] - Pengding Holdings recorded a revenue of 16.375 billion yuan, a 24.75% increase year-on-year, with a net profit of 1.233 billion yuan, up 57.22% [3] - Zhenray Technology reported a revenue of 205 million yuan, a 73.64% increase year-on-year, with a net profit of 62.32 million yuan, up 1006.99% [3] Group 3: Corporate Actions - China Evergrande announced it will be delisted due to failure to meet the exchange's resumption requirements, with the last trading day set for August 22 [4] - China Shipbuilding announced the dissenting shareholders' buyout price at 30.02 yuan per share, with the closing price on August 12 at 38.50 yuan, indicating a premium of 28.25% [5] - China Heavy Industry announced a cash option for dissenting shareholders at 4.03 yuan per share, with the closing price on August 12 at 5.10 yuan, indicating a premium of 26.55% [5] - Quzhou Development disclosed a restructuring plan to acquire 95.46% of Xian Dao Electric Science and Technology through share issuance [5] - Golden Orange announced a restructuring plan to acquire 55% of Changchun Samit Optoelectronics through share issuance and cash payment [6] Group 4: Market Developments - The Shenzhen Stock Exchange will launch the Shenzhen AAA State-Owned Enterprise Credit Bond Index and the Shenzhen AAA Private Enterprise Credit Bond Index on August 15, focusing on high-grade credit bonds [2] - The National Medical Insurance Administration announced the preliminary review of the 2025 National Basic Medical Insurance Drug List, with 121 out of 141 drug names passing the initial review [1]

Group 1 - The core point of the article is that Guangli Micro announced the approval of several resolutions during its second board meeting, including the acquisition of 100% equity of LUCEDANV through its wholly-owned subsidiary [1] Group 2 - The company held its second board's twentieth meeting on August 12, where it passed resolutions to waive the advance notice requirement for the meeting [1] - The acquisition of LUCEDANV is a significant strategic move for the company, indicating its intent to expand its business operations [1]

广立微方面在公告中指出，在硅光芯片设计这一新兴领域，由于需要应对光电器件协同优化等问题带来 的特殊挑战，传统 EDA 工具已显现出明显的局限性。当前，硅光设计自动化工具（PDA）的发展仍处 于快速演进阶段，工具链的功能模块相对简化，从设计流程主要涵盖器件仿真、电路设计与仿真、版图 设计等环节，其成熟度与微电子集成电路 EDA 工具相比存在明显差距。 尽管海外头部企业已通过自研或并购布局硅光设计自动化工具（PDA）领域，但整体市场仍处于早期快 速迭代阶段，尚未形成类似集成电路 EDA 工具的高进入壁垒与相对垄断的格局。这一市场窗口期为 EDA 企业带来了战略性发展机遇：通过聚焦设计效率、精度及流程自动化等关键痛点，采取 "单点突 破、逐步扩展"的技术路径，有望在硅光设计生态中构建竞争优势。而这一窗口期或将催生新一代设计 工具领军企业，推动整个产业实现技术跃迁。 广立微表示，作为国内首家实现成品率提升全流程闭环的EDA与晶圆级电性测试设备提供商，公司围 绕着集成电路良率提升技术现已形成了一系列测试芯片、DFM、DFT 设计 EDA 工具及集成电路大数据 分析与管理等软件。在硅光产业快速发展的背景下，公司拟进行前瞻 ...

格隆汇8月12日丨广立微(301095.SZ)公布，公司以自有资金通过全资子公司SMTX TECHNOLOGIES SINGAPORE PTE. LTD(广立微电子(新加坡)有限公司)收购LUCEDA NV.(简称"LUCEDA"或"标的公 司")100%的股权。本次交易完成后，公司将通过SMTX TECHNOLOGIESSINGAPORE PTE.LTD持有 LUCEDA100.00%的股权。 ...

（文章来源：每日经济新闻） 广立微（SZ 301095，收盘价：82元）8月12日晚间发布公告称，公司以自有资金通过全资子公司SMTX TECHNOLOGIES SINGAPORE PTE.LTD.【广立微电子（新加坡）有限公司】收购LUCEDA公司100% 股权，本次交易完成后，LUCEDA将成为公司全资子公司，纳入合并报表范围。本次交易完成后，公 司将通过 SMTX TECHNOLOGIESSINGAPORE PTE. LTD 持有 LUCEDA 100.00%的股权。 2024年1至12月份，广立微的营业收入构成为：集成电路行业占比100.0%。 ...

Core Viewpoint - The company announced the acquisition of 100% equity in LUCEDA NV through its wholly-owned subsidiary, Guangli Microelectronics (Singapore) Co., Ltd, positioning itself strategically in the rapidly developing silicon photonics industry [1] Group 1: Acquisition Details - The acquisition will result in LUCEDA becoming a wholly-owned subsidiary of the company, which will be included in the consolidated financial statements [1] - The transaction is aimed at forward-looking industrial layout in silicon photonics-related technologies [1] Group 2: Strategic Implications - LUCEDA is recognized as a global leader in the field of silicon photonic chip design automation software [1] - The acquisition serves as a pivotal point for the company to expand from traditional Electronic Design Automation (EDA) to Photonic Design Automation (PDA) [1]

Group 1: Resumption of Trading - Jin Chengzi plans to acquire 55% stake in Samit and will resume trading tomorrow; Samit specializes in high-precision fast-reflecting mirror business [1] - Quzhou Development intends to purchase 95.4559% of Xian Dao Electronics and will resume trading tomorrow; Xian Dao focuses on the R&D of sputtering targets and evaporation materials for vacuum coating [1] Group 2: Mergers, Acquisitions, and Capital Increases - China Shipbuilding's dissenting shareholders' acquisition request price is set at 30.02 yuan per share [2] - Jiangsu Suopu plans to raise no more than 1.5 billion yuan through a private placement for the ethylene acetate and EVA integration project (Phase I) [3] - Guangli Microelectronics is acquiring 100% of LUCEDA NV to strategically position itself in silicon photonics technology [4] Group 3: Share Buybacks, Increases, and Equity Transfers - Zhenlei Technology has raised its share buyback price from 38.13 yuan per share to 74 yuan per share [5] - Fuanna has conducted its first buyback of 1 million shares [6] - Shaanxi Jinye plans to repurchase shares worth between 40 million and 70 million yuan, with loans not exceeding 63 million yuan [7] - Donghua Energy's controlling shareholder's concerted action party has received a commitment letter for a special loan to increase holdings, not exceeding 225 million yuan [8] - Taimusi's controlling shareholder intends to transfer 29.99% of the company's shares, with Guangzhou State-owned Assets Supervision and Administration Commission becoming the actual controller [9] Group 4: External Investments and Daily Operations - Haikang obtained the clinical trial approval notice for the innovative drug HSK47977 tablets [10] - Rundou Co., Ltd. received approval for the listing application of glucosamine sulfate sodium chloride compound as a chemical raw material drug [11] - Beilu Pharmaceutical's subsidiary Haichang Pharmaceutical's iodine mepivacaine chemical raw material drug has been approved for listing [12] - Baiyun Airport signed a cooperation contract with China Duty Free Group for the operation of the T3 terminal's outbound duty-free project [13] - Guoshield Quantum plans to sign a sales contract worth 76.5418 million yuan with China Telecom Quantum Group for the sale of quantum key distribution hardware and software [14] Group 5: Performance Changes - Zhenlei Technology's net profit for the first half of 2025 is 62.3197 million yuan, a year-on-year increase of 1006.99%; the company continues to strengthen its advantages in special fields such as data links, electronic countermeasures, wireless communication terminals, next-generation radios, and phased array communications, achieving significant growth in orders and projects [15] - Jingchen Co., Ltd. reported a net profit of 497 million yuan for the first half of the year, a year-on-year increase of 37.12% [16] - China Unicom's net profit for the first half of 2025 is 6.349 billion yuan, a year-on-year increase of 5.1% [17] - Shuanghui Development's net profit for the first half of the year is 2.323 billion yuan, a year-on-year increase of 1.17%; the company plans to distribute 6.5 yuan per 10 shares [18] - Jinlongyu's net profit for the first half of the year is 1.756 billion yuan, a year-on-year increase of 60.07% [19]

特别提示： 证券代码：301095 证券简称：广立微 公告编号：2025-041 杭州广立微电子股份有限公司 关于全资子公司收购境外公司股权的公告 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，没有 虚假记载、误导性陈述或重大遗漏。 1、杭州广立微电子股份有限公司（以下简称"公司"或"广立微"）以自有资金 通过全资子公司 SMTX TECHNOLOGIES SINGAPORE PTE. LTD（广立微电子 （新加坡）有限公司）收购 LUCEDA NV.（以下简称"LUCEDA"或"标的公 司"）100%的股权。本次交易完成后，公司将通过 SMTX TECHNOLOGIES SINGAPORE PTE. LTD 持有 LUCEDA 100.00%的股权。 2、根据《深圳证券交易所创业板股票上市规则》《公司章程》等相关规定，本次 交易不构成关联交易；本次交易在公司董事会权限内，已经公司第二届董事会第 二十次会议审议通过，无需提交公司股东大会审议。 3、本次交易不构成《上市公司重大资产重组管理办法》规定的重大资产重组， 也不构成重组上市。 4、本次交易将对公司未来业务布局产生积极影响，但经济效益体现有待 ...

证券代码：301095 证券简称：广立微 公告编号：2025-040 杭州广立微电子股份有限公司 第二届董事会第二十次会议决议公告 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，没有 虚假记载、误导性陈述或重大遗漏。 一、 董事会会议召开情况 杭州广立微电子股份有限公司（以下简称"公司"）第二届董事会第二十次会 议于 2025 年 8 月 11 日（星期一）在杭州市余杭区五常街道联创街 188 号 A1 号 楼 4 楼会议室以现场结合通讯方式召开。为提高决策效率，尽快完成公司收购工 作，本次会议通知于 2025 年 8 月 8 日以电话、邮件与即时通讯软件方式发出， 全体董事一致同意豁免会议通知时限。本次会议应出席董事 7 人，实际出席董事 7 人，并以通讯方式出席会议。本次会议由董事长郑勇军先生主持，公司监事、 高级管理人员列席了本次会议。 本次会议的召集和召开符合有关法律、行政法规、部门规章和《公司章程》 的规定，形成的决议合法有效。 二、 董事会会议审议情况 经与会董事审议表决，一致通过以下决议： （一）审议通过《关于豁免第二届董事会第二十次会议提前通知的议案》 经审议，全体董事一致同意豁免 ...