Core Insights - Jiangsu Fulehua Semiconductor Technology Co., Ltd., a subsidiary of Fulede (301297), has been awarded the "Excellent Supplier" title by Onsemi due to its outstanding performance in quality management, product delivery, technical support, and supply chain resilience [1][2] - Fulehua has established multiple production bases in China and is actively expanding its overseas capacity, ensuring stable supply to Onsemi even in a complex global trade environment [1] - The company has implemented an internationally recognized quality management system, maintaining a leading product yield in the industry, and has shown high professionalism and collaboration in its partnership with Onsemi [1] Company Strategy - Fulehua plans to optimize its processes for resolving quality issues and will actively participate in key project development alongside Onsemi to explore more industry opportunities [2] - The partnership aims to elevate the strategic cooperation between Fulehua and Onsemi to new heights, focusing on innovation in smart power and smart sensing technologies [2] Industry Context - Onsemi is a leading player in the global semiconductor industry, focusing on innovations in smart power and sensing technologies, and plays a crucial role in the development of major industries such as automotive electrification and sustainable energy networks [2] - Fulede has successfully completed a significant asset restructuring and raised supporting funds, indicating its strong position in the market [2]

Core Viewpoint - The article highlights the significant growth of refinancing activities among listed companies in Anhui province, with a notable increase in scale and speed, driven by supportive policies and professional services [1][2][10]. Group 1: Policy Guidance - The Anhui provincial government initiated the "Welcoming Pine Action Plan" in 2022 to expand the refinancing scale of listed companies, utilizing various financing tools for mergers and acquisitions [2]. - As of August 2023, Anhui has 186 listed companies, ranking 7th nationally, reflecting the effectiveness of policy support in enhancing market participation [2]. Group 2: Service Empowerment - The Anhui Provincial Financial Management Bureau has implemented a comprehensive service mechanism to address the needs of listed companies, facilitating smoother refinancing processes [4]. - Securities firms have evolved from mere intermediaries to providing tailored refinancing solutions based on the specific needs of companies, enhancing their operational capabilities [5]. Group 3: Corporate Strategy - Refinancing is viewed as a strategic tool for companies to achieve upgrades rather than just a means to raise funds, exemplified by Anhui Fulede's record-breaking 73.3 billion yuan refinancing for a major acquisition [7]. - Companies like Wuhu Berteli are leveraging refinancing to expand production capacity and enhance R&D capabilities in response to industry transformations [7][8]. Group 4: Ecological Resonance - The explosive growth in Anhui's refinancing activities is attributed to the alignment of policy incentives with corporate needs, alongside broader capital market reforms and regional development strategies [10][11]. - The establishment of collaborative platforms, such as "Hui Keting," aims to connect Anhui enterprises with resources in major financial hubs, fostering a supportive ecosystem for innovation and growth [12].

| | | 安徽富乐德科技发展股份有限公司 2025年第二次临时股东大会决议公告 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。 特别提示： 1、本次股东大会未出现否决议案的情形； 通过深圳证券交易所互联网投票系统投票的具体时间为2025年09月23日上 午9:15至下午15:00。 2、现场会议召开地点：安徽省铜陵市义安经济开发区南海路18号 3、会议召集人：公司董事会 4、会议召开方式：采取现场投票与网络投票相结合的方式 5、会议主持人：董事长贺贤汉 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况和出席情况 1、会议召开时间： 现场会议时间：2025年09月23日下午15:00 网络投票时间： 通过深圳证券交易所交易系统进行网络投票的具体时间为2025年09月23日 上午9:15—9:25、9:30－11:30和下午13:00－15:00。 6、股权登记日：2025年09月16日 7、会议召开的合法、合规性：公司本次股东大会的召集、召开程序以及表 决方式符合《中华人民共和国公司法》、《中华人民共和国证券法》、《上市公 司股东大会规则 ...

上海市锦天城（深圳）律师事务所 法律意见书 上海市锦天城（深圳）律师事务所 关于安徽富乐德科技发展股份有限公司 2025年第二次临时股东大会的 法律意见书 上海市锦天城（深圳）律师事务所 地址：深圳市福田中心区福华三路卓越世纪中心 1 号楼 21、22、23 层 电话：0755-82816698 传真：0755-82816898 上海市锦天城（深圳）律师事务所 法律意见书 上海市锦天城（深圳）律师事务所 关于安徽富乐德科技发展股份有限公司 2025年第二次临时股东大会的法律意见书 致：安徽富乐德科技发展股份有限公司 上海市锦天城（深圳）律师事务所（以下简称"本所"）接受安徽富乐德科 技发展股份有限公司（以下简称"公司"）的委托，指派本所律师出席公司2025 年第二次临时股东大会（以下简称"本次股东大会"），并对本次股东大会的相 关事项进行见证。现根据《中华人民共和国公司法》（以下简称"《公司法》"） 等有关法律、法规和规范性文件的规定以及《安徽富乐德科技发展股份有限公司 章程》（以下简称"《公司章程》"）、《安徽富乐德科技发展股份有限公司股 东大会议事规则》（以下简称"《股东大会议事规则》"），本所律师就公司 ...

Group 1 - The core viewpoint of the news is that Fulede's stock price increased by 5.49% to 44.00 CNY per share, with a trading volume of 4.92 billion CNY and a turnover rate of 8.31%, resulting in a total market capitalization of 32.692 billion CNY [1] - Fulede, established on December 26, 2017, and listed on December 30, 2022, operates in the semiconductor equipment cleaning and related value-added services sector [1] - The company's main business revenue composition includes: precision cleaning 41.62%, semiconductor equipment cleaning services 33.16%, display panel equipment cleaning services 8.46%, repair and refurbishment 6.81%, other services 5.37%, and value-added services 4.58% [1] Group 2 - From the perspective of Fulede's top ten circulating shareholders, Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 311,800 shares in the second quarter, bringing its total to 1.5799 million shares, which accounts for 1.12% of the circulating shares [2] - The estimated floating profit for the Southern CSI 1000 ETF today is approximately 3.6179 million CNY [2] - The Southern CSI 1000 ETF was established on September 29, 2016, with a latest scale of 64.953 billion CNY, and has achieved a year-to-date return of 27.06% [2]

Market Performance - As of September 18, the photolithography concept index rose by 0.83%, ranking 6th among concept sectors, with 23 stocks increasing in value [1] - Notable gainers included Yongxin Optical, which hit the daily limit, and other companies like Chipbond Microelectronics and Wavelength Optoelectronics, which rose by 7.59%, 7.24%, and 4.54% respectively [1] Sector Comparison - The top-performing concept sectors included F5G concept (+1.45%), Co-packaged Optics (+1.35%), and Copper Cable High-Speed Connection (+1.27%), while sectors like Lead and Zinc saw declines of -3.94% and -3.88% respectively [2] Capital Flow - The photolithography sector experienced a net outflow of 631 million yuan, with 18 stocks seeing net inflows and 5 stocks exceeding 50 million yuan in net inflows [2] - Chipbond Microelectronics led the net inflow with 63.67 million yuan, followed by Zhangjiang Hi-Tech and Fulede with inflows of 58.05 million yuan each [2] Stock Performance - The stocks with the highest net inflow ratios included Fulede (7.22%), Yongxin Optical (7.11%), and Zhongrun Optics (6.44%) [3] - Chipbond Microelectronics had a daily increase of 7.59% with a turnover rate of 10.06% and a net inflow of 63.67 million yuan [3] Decliners - The stocks with the largest declines included Hongtian Co. (-6.81%), Tongfei Co. (-2.87%), and Xuguang Electronics (-2.77%) [5] - Notably, the photolithography sector saw significant outflows from stocks like Wavelength Optoelectronics, which had a net outflow of 152.25 million yuan despite a daily increase of 7.24% [5]

Group 1: Market Dynamics - As of September 15, 2025, there were 16 new private placement projects added, a decrease of 10 projects compared to the previous period[6] - The number of terminated projects was 6, down by 4 projects from the previous period[6] - The approval rate for projects was 100%, with 10 projects approved by the review committee, an increase of 2 projects[17] Group 2: Fundraising and Valuation - The total fundraising amount for the three listed projects in the last two weeks was 11.281 billion yuan, a decrease of 32.21%[32] - The average price discount rate for the successful project "Fulede" was 13.26%, with a market price discount rate of 16.25%[32] - Zhongke Xingtou plans to raise up to 2.488 billion yuan for various projects, with a projected revenue growth rate exceeding 20% for 2024 and H1 2025[23] Group 3: Performance Metrics - The average absolute return for newly unlocked competitive projects was 33.82%, a decrease of 74.78 percentage points[32] - The average absolute return for pricing projects was 52.71%, down by 32.70 percentage points[32] - The average market price discount rate for pricing projects was 54.35%, an increase of 31.31 percentage points[32] Group 4: Risks - Risks include slower-than-expected review progress, stock price volatility in the secondary market, and changes in the pricing environment for private placements[32]

Core Viewpoint - The company, Fulede (301297), reported that as of September 10, 2025, the number of shareholders reached 35,212 [1] Summary by Relevant Categories - **Company Information** - Fulede has a total of 35,212 shareholders as of the specified date [1]

Company Overview - Fulede Technology Development Co., Ltd. is located in Tongling, Anhui Province, and was established on December 26, 2017. The company went public on December 30, 2022. Its main business involves equipment cleaning and value-added services in the semiconductor field [2]. Stock Performance - As of September 11, Fulede's stock price increased by 2.00% to 39.77 CNY per share, with a trading volume of 1.07 billion CNY and a turnover rate of 1.94%. The total market capitalization is 29.549 billion CNY [1]. - Year-to-date, Fulede's stock price has decreased by 6.30%. In the last five trading days, it fell by 0.28%, and over the past 20 days, it dropped by 7.49%. However, in the last 60 days, the stock price increased by 3.13% [2]. Financial Performance - For the first half of 2025, Fulede achieved operating revenue of 441 million CNY, representing a year-on-year growth of 30.62%. The net profit attributable to shareholders was 58.27 million CNY, up by 16.52% year-on-year [2]. - Since its A-share listing, Fulede has distributed a total of 94.749 million CNY in dividends [3]. Shareholder Information - As of June 30, 2025, Fulede had 36,700 shareholders, a decrease of 4.54% from the previous period. The average number of circulating shares per person increased by 4.76% to 3,831 shares [2]. - The top ten circulating shareholders include Southern CSI 1000 ETF, which holds 1.5799 million shares, an increase of 311,800 shares from the previous period. Hong Kong Central Clearing Limited holds 1.2026 million shares, a decrease of 326,100 shares. Huaxia CSI 1000 ETF is a new shareholder with 930,900 shares [3]. Business Segmentation - Fulede's main business revenue composition includes: precision cleaning (41.62%), semiconductor equipment cleaning services (33.16%), display panel equipment cleaning services (8.46%), repair and refurbishment (6.81%), other services (5.37%), and value-added services (4.58%) [2].

Core Insights - The company, Fulede (301297), reported that as of August 29, 2025, the number of shareholders reached 36,744 [1] Summary by Category - **Company Information** - Fulede has a total of 36,744 shareholders as of the specified date [1]