Group 1 - XGIMI Technology is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [3] - Guizhou Moutai has repurchased a total of 3.4517 million shares at a cost of 5.301 billion yuan [6] - Ningde Times has repurchased 6.641 million shares with a total transaction amount of 1.551 billion yuan [9] Group 2 - *ST Huahong's controlling shareholder is planning a change of control, leading to a stock suspension starting August 5 [5] - China Shipbuilding will suspend trading from August 13 to facilitate the implementation of dissenting shareholders' acquisition rights [7][8] - Leshan Electric will implement a low valley electricity price policy for residential use starting September 1, 2025, which is expected to reduce revenue by approximately 16.6 million yuan [4] Group 3 - Tenda Construction has won a bid for a new primary school project valued at 118 million yuan [2] - Jinfeng Technology plans to invest approximately 1.0137 billion yuan in the construction of a new materials production base [9] - High德 Infrared has signed a product order contract worth 307 million yuan [10]

每经记者｜范芊芊 每经编辑｜董兴生 并购重组 绿通科技：拟以5.3亿元收购大摩半导体51%股权 绿通科技公告称，公司拟使用超募资金4.5亿元受让江苏大摩半导体科技有限公司（以下简称"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5.3亿元。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。 业绩披露 泰嘉股份：上半年归母净利润4063.06万元，同比下降25.34% 泰嘉股份公告称，泰嘉股份2025年上半年营业收入7.59亿元，同比下降11.96%；归母净利润4063.06万 元，同比下降25.34%；经营活动产生的现金流量净额9308.80万元，同比下降36.38%。 上纬新材：预计上半年归母净利润2990万元，同比减少32.91% 上纬新材公告称，公司预计2025年半年度营业收入为7.84亿元，较上年同期增加12.5%；归母净利润为 2990.04万元，较上年同期减少32.91%。业绩下滑主要由于海外销售运费及佣金增加约1100万元，二季 度新台币兑美元汇率急升导致汇兑损失约768万元，以及研发可回收产品检测试验费用增加约572万元。 芯 ...

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。 ...

Suspension and Resumption of Trading - Shenzhou New Materials has resumed trading after the completion of verification [1] - *ST Huarong is suspended due to significant matters being planned by its controlling shareholder, which may lead to a change in control [1] - Sanchao New Materials has resumed trading following a change in its controlling shareholder to Boda New Energy's parent company [1] - China Shipbuilding Industry Corporation is suspended as it will submit a voluntary delisting application after implementing cash options for dissenting shareholders [1] Mergers and Acquisitions - Lvtong Technology plans to acquire 51% of Damo Semiconductor for 530 million yuan, which is expected to support its strategic transformation and industrial upgrade [2] Investment Cooperation and Operational Status - Jinfeng Technology plans to invest approximately 1.0137 billion yuan in the "JF New Materials Phase I Eastern Production Base" project in Shanghai [3] - Ruikeda has begun small-scale supply of products for humanoid robots [4] - Gaode Infrared signed contracts worth 307 million yuan for a complete equipment system and thermal imaging products, accounting for 11.46% of its audited revenue for 2024 [4] - Shanghai Xiba plans to establish a joint venture with Yoyan Rare Earth with a registered capital of 200 million yuan to promote lithium sulfide business [4] - Qiaoyuan Co. intends to invest 302 million yuan in a special gas production base for electronic and medical applications in Chengdu [4] Performance Changes - Haowei Group expects a net profit of 1.906 billion to 2.046 billion yuan for the first half of the year, representing a year-on-year increase of 39.43% to 49.67% [5]

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。 ...