证券日报网讯 8月4日晚间，绿通科技发布公告称，公司第四届董事会第二次会议审议通过了《关于收 购江苏大摩半导体科技有限公司部分股权并对其增资的议案》等多项议案。 （文章来源：证券日报） ...

Macro Dynamics - The People's Bank of China reported a net liquidity injection of 100 billion yuan through MLF and 200 billion yuan through reverse repos in July 2025, with no public market transactions of government bonds [2] Market Data - In July 2025, A-share new account openings reached 1.96 million, a year-on-year increase of 71%, and a month-on-month increase of 19.27% [3] - The second batch of floating rate funds raised over 1 billion yuan on its first day of sale, with specific funds like China Europe Core Select raising over 800 million yuan and E Fund Value Return raising over 400 million yuan [4] - The Shanghai Composite Index rose by 0.66% on August 4, with significant gains in military stocks and semiconductor sectors, while over 3,800 stocks increased in value [8] - The total margin balance in the two markets decreased by 4.659 billion yuan as of August 1, with the Shanghai Stock Exchange reporting a balance of 998.673 billion yuan and the Shenzhen Stock Exchange reporting 961.366 billion yuan [9] Company Dynamics - Nanjing Bank announced that its shareholder, Nanjing High-Tech, increased its stake from 8.94% to 9.00% by acquiring 7.5077 million shares [5] - Zhongyuan Securities received approval from the China Securities Regulatory Commission to issue bonds totaling up to 2.5 billion yuan [6] - Xi'an Bank reported the release of 857,200 shares from pledge by its shareholder, Xi'an Qujiang Cultural Industry Venture Capital [7] - Anta Sports responded to rumors regarding the acquisition of Reebok, stating that it does not comment on market speculation [11] - Victory Technology announced the completion of a share reduction plan, with a total of 2.37 million shares sold, representing 0.2765% of the total shares [11] - CATL reported a total share buyback of 6.641 million shares, amounting to 1.551 billion yuan [12] - China Shipbuilding announced plans for a merger with China Shipbuilding Industry Corporation, which may lead to the termination of its stock listing [13] - Green通科技 plans to use excess funds of 450 million yuan to acquire a 46.9167% stake in Damo Semiconductor and invest an additional 80 million yuan for capital increase, aiming for a strategic shift towards the semiconductor industry [15]

证券日报网讯8月4日晚间，绿通科技（301322）发布公告称，公司将于2025年8月20日召开2025年第四 次临时股东会。本次股东会将审议《关于使用超募资金收购股权并增资的议案》等多项议案。 ...

一、停复牌 1、上纬新材：核查结束，股票复牌。 2、*ST华嵘：因公司控股股东浙江恒顺投资有限公司及其一致行动人上海天纪投资有限公司正在筹划 重大事项，该事项可能导致公司控制权发生变更，股票停牌。 3、三超新材：控股股东变更为博达新能母公司，股票复牌。 4、中国重工：中国船舶换股吸收合并中国重工暨关联交易事项异议股东现金选择权实施，股票停牌， 公司将于现金选择权申报截止日的次一交易日向上交所提交主动终止上市申请。 绿通科技：拟5.3亿元取得大摩半导体51%股权。大摩半导体主营半导体前道量检测设备及技术服务， 预计未来三年保持增长态势。收购有助于绿通科技实现战略转型和产业升级。 二、并购重组 1、锦富技术：金锦富拟在上海金山区碳谷绿湾产业园投建"JF新材料一期东部生产基地"项目，项目计 划投资总额约人民币10.137亿元。 2、瑞可达：公司有应用于人形机器人的产品，已小批量供货中。 3、高德红外：与客户签订了某型号完整装备系统总体产品订购合同和某型号装备热像仪产品订购合 同，合同总金额为3.07亿元人民币，占公司2024年度经审计营业收入的11.46%。 4、上海洗霸：为推动硫化锂业务的发展，拟与有研稀土签署《 ...

Key Points - The core viewpoint of the articles revolves around various companies' announcements regarding stock performance, financial results, and strategic initiatives, highlighting both growth opportunities and challenges in their respective sectors. Group 1: Company Announcements - Aowei New Materials will resume trading on August 5, 2025, with no significant changes in its fundamentals, reporting a 12.50% increase in revenue to 784 million yuan but a 32.91% decrease in net profit due to foreign exchange losses [1][1] - Guizhou Moutai has repurchased 3.4517 million shares, totaling 5.301 billion yuan, which will be used for capital reduction [1][1] - China Shipbuilding plans to address dissenting shareholder buyout requests, leading to a suspension of its stock from August 13, 2025 [2] - China Heavy Industry is set to be absorbed by China Shipbuilding, potentially leading to its delisting from the Shanghai Stock Exchange [3] - Leshan Electric will implement a low electricity price policy for residential use starting September 1, 2025, which is expected to reduce its revenue by approximately 16.6 million yuan [4] - Ruikeda has begun small-scale supply of humanoid robot products, projecting sales revenue of about 10 million yuan for 2025 [5] - Fuyuan Pharmaceutical's innovative drug FY101 is still in Phase I clinical trials, with significant uncertainty regarding its success [6] - Lvtong Technology plans to acquire 51% of Damo Semiconductor for 530 million yuan to facilitate its strategic transition to the semiconductor industry [8] - Xizang Tianlu sold shares of China Power Construction for a total of 184 million yuan, expecting a net investment gain of approximately 45.75 million yuan [9] - Howey Group anticipates a net profit increase of 39% to 50% for the first half of 2025, driven by growth in its image sensor products [10] - Yipin Hong's subsidiary has received approval for clinical trials of its innovative drug for endometriosis [11] - Huiyu Pharmaceutical's innovative drug for advanced solid tumors has completed its first patient dosing in Phase I trials [12] - XGIMI Technology is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [13] - Longyang Electronics' HVLP copper foil products are still in the verification stage, with no revenue generated yet [14] - ST Yuancheng's independent director is under investigation for serious violations, but this will not affect the company's operations [15] - Xiling Power is focusing on robot components as a strategic direction, expanding its product development [17] - Shanghai Xiba plans to establish a joint venture with Yuyuan Rare Earth to promote lithium sulfide business development [18] Group 2: Financial Performance - Chiplink Integration reported a revenue of 3.495 billion yuan for the first half of 2025, with a net loss of 170 million yuan, an improvement from a loss of 471 million yuan in the previous year [19] - Liaoning Port's net profit for the first half of 2025 increased by 110.78% to 956 million yuan, with total revenue of 5.693 billion yuan [20] Group 3: Share Buybacks and Holdings - Nanjing Bank's shareholder Nanjing High-Tech increased its stake to 9% by acquiring 750,770 shares [21] - Xuedilong plans to reduce its holdings by up to 1% of the total share capital, amounting to 6.36 million shares [21]

2024年1至12月份，绿通科技的营业收入构成为：场地电动车占比99.87%，其他业务占比0.13%。 （文章来源：每日经济新闻） 绿通科技（SZ 301322，收盘价：31.3元）8月4日晚间发布公告称，公司第四届第二次董事会会议于 2025年8月4日在公司会议室以现场结合通讯方式召开。会议审议了《关于召开公司2025年第四次临时股 东会的议案》等文件。 ...

Core Viewpoint - Greenway Technology is focusing on expanding its stake in semiconductor technology through a significant investment in DaMo Semiconductor, which will enhance its control over the company and integrate it into its financial statements [3]. Group 1: Financial Performance - For the year 2024, Greenway Technology's revenue composition is heavily reliant on electric vehicles, with 99.87% coming from this segment and only 0.13% from other businesses [1]. Group 2: Investment Activities - The company plans to utilize excess raised funds amounting to 450.4 million yuan to acquire a total of 46.9167% equity in DaMo Semiconductor from various stakeholders [3]. - In addition to the equity acquisition, Greenway Technology will invest an additional 80 million yuan into DaMo Semiconductor, resulting in a post-investment ownership of 51% in the company [3].

格隆汇8月4日丨绿通科技(301322.SZ)公布，公司拟使用超募资金4.504亿元受让乔晓丹、孙庆亚、王建 安、南京芯能半导体技术合伙企业(有限合伙)、上海利卓信管理咨询合伙企业(有限合伙)、上海壹坤电 子科技有限公司持有的江苏大摩半导体科技有限公司(以下简称"大摩半导体"或"标的公司")合计 46.9167%的股权(对应标的公司1,014.41441万元注册资本)，在上述股权转让的基础上，使用超募资金 8,000.00万元对大摩半导体进行增资并取得增资后7.6923%的股权(对应标的公司180.18018万元注册资 本)，上述交易合计使用超募资金53,040.00万元(以下简称"本次交易")。本次交易完成后，公司合计持有 大摩半导体51%的股权(对应标的公司增资后1,194.59459万元注册资本)，标的公司将成为上市公司控股 子公司，纳入上市公司合并报表范围。 ...

绿通科技8月4日公告，公司拟使用超募资金4.50亿元受让大摩半导体46.9167%的股权，并使用超募资金 8000万元进行增资，合计使用超募资金5.30亿元。交易完成后，公司将持有大摩半导体51%的股权，并 将其纳入合并报表范围。 ...

Core Viewpoint - The company plans to use 530 million yuan of raised funds to acquire a 46.9167% stake in Jiangsu Damo Semiconductor Technology Co., Ltd. and subsequently increase its stake to 51%, making it a controlling subsidiary [1][1][1] Group 1: Acquisition Details - The company intends to use 450 million yuan to acquire shares from several individuals and partnerships [1] - An additional 80 million yuan will be used for capital increase in Damo Semiconductor, resulting in a total investment of 530 million yuan [1] - Following the transaction, Damo Semiconductor will be consolidated into the company's financial statements [1] Group 2: Company Background - Damo Semiconductor, established in 2017, specializes in front-end measurement and detection equipment solutions for the semiconductor industry [1] - The company provides equipment and technical services aimed at improving yield rates during semiconductor manufacturing [1] Group 3: Strategic Implications - The acquisition represents a strategic shift for the company from a focus on electric vehicle-related businesses to the semiconductor sector [1] - Successful implementation of the acquisition will enhance the company's asset portfolio in the semiconductor front-end measurement equipment market [1] - This move is expected to facilitate diversification and industrial upgrading for the company [1]