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]

Group 1 - The company, Fulede, announced a new share issuance at a price of 35.67 yuan per share, with a total of 21.9398 million shares to be issued [1] - The new shares will be registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, and will officially be included in the company's shareholder register after the registration process [1] - The newly issued shares are classified as restricted circulation shares, with a listing date set for September 4, 2025, and a lock-up period of six months starting from the listing date [1]

东方证券股份有限公司 国泰海通证券股份有限公司 关于 安徽富乐德科技发展股份有限公司 发行股份、可转换公司债券购买资产并募集配套资金 暨关联交易实施情况 之 独立财务顾问核查意见 独立财务顾问 5、本独立财务顾问特别提请广大投资者认真阅读本次交易事项披露的相关 公告，查阅有关文件。 二〇二五年九月 声 明 东方证券股份有限公司、国泰海通证券股份有限公司（以下简称"东方证券"、 "国泰海通"、"本独立财务顾问"）接受安徽富乐德科技发展股份有限公司（以下 简称"上市公司"、"富乐德"）委托，担任富乐德本次发行股份、可转换公司债券 购买资产并募集配套资金暨关联交易之独立财务顾问，并出具本核查意见。本核 查意见系依据《公司法》《证券法》《上市公司重大资产重组管理办法》《公开 发行证券的公司信息披露内容与格式准则第 26 号——上市公司重大资产重组》 等有关法律、法规的要求，按照证券行业公认的业务标准、道德规范，经过审慎 调查，本着诚实信用、勤勉尽责的态度，就本次交易认真履行尽职调查义务，对 上市公司相关申报和披露文件进行审慎核查后出具的，以供中国证监会、深圳证 券交易所及有关各方参考。 1、本独立财务顾问核查意见所依 ...

公司于 2025 年 6 月 27 日收到中国证券监督管理委员会出具的《关于同意安 徽富乐德科技发展股份有限公司发行股份和可转换公司债券购买资产并募集配 套资金注册的批复》（证监许可〔2025〕1325 号），中国证监会同意公司本次交 易的注册申请。根据公司及联席主承销商向深圳交易所报送的《安徽富乐德科技 | 证券代码：301297 | 证券简称：富乐德 | 公告编号：2025-058 | | --- | --- | --- | | 债券代码：124025 | 债券简称：富乐定转 | | 安徽富乐德科技发展股份有限公司 关于控股股东、实际控制人及其一致行动人权益变动 触及 1%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。 重要内容提示： 一、本次权益变动基本情况 1 安徽富乐德科技发展股份有限公司（以下简称"公司"） 本次发行股份、 可转换公司债券购买资产并募集配套资金导致控股股东、实际控制人及 其一致行动人股权被动稀释，合计持有公司权益的股份数为 421,460,970 股不变，占公司总股本的比例由 58.45%被动稀释至 56.73%，持股比例 ...

证券代码：301297 证券简称：富乐德 上市地点：深圳证券交易所 安徽富乐德科技发展股份有限公司 发行股份、可转换公司债券购买资产并募集配套 资金暨关联交易 之 募集配套资金向特定对象发行股份上市公告书 独立财务顾问 二〇二五年九月 上市公司声明 本公司及全体董事、监事、高级管理人员保证本公告书及其摘要内容的真实、 准确、完整，并对本公告书及其摘要的虚假记载、误导性陈述或重大遗漏负个别 及连带责任。 本公司全体董事、监事、高级管理人员承诺："如因提供的信息和文件存在 虚假记载、误导性陈述或者重大遗漏，给上市公司或者投资者造成损失的，将依 法承担个别和连带的法律责任。" 本次交易完成后，本公司经营与收益的变化，由本公司自行负责；因本次交 易引致的投资风险，由投资者自行负责。投资者若对本公告书存在任何疑问，应 咨询自己的股票经纪人、律师、专业会计师或其他专业顾问。 本公司提醒投资者注意：本公告书的目的仅为向公众提供有关本次交易的实 施情况，投资者如欲了解更多信息，请仔细阅读《安徽富乐德科技发展股份有限 公司发行股份、可转换公司债券购买资产并募集配套资金暨关联交易报告书（草 案）（注册稿）》全文及其他相关文件，该 ...