Government Guidance Funds - Hangzhou plans to establish a direct investment fund with a scale of 2 billion yuan, focusing on early-stage investments in technology startups, aiming to support at least 100 projects annually [5][6] - Fujian Province has launched a 1 billion yuan biopharmaceutical industry fund, targeting innovative drugs, vaccines, and medical devices [6] - Yunnan's new industry guidance fund has been established with a scale of 5 billion yuan, focusing on growth and mature non-listed enterprises [6] Market-oriented Funds - Suzhou Tai Meng No.1 Equity Investment Fund has completed registration with a total investment of 3.1 billion yuan, focusing on high-end manufacturing and health sectors [12] - Changshi Capital's hard technology phase III fund has raised 728 million yuan, targeting AI infrastructure and applications [12] - Shanghai Baoshan has launched a 500 million yuan AIC fund, focusing on new energy and high-end equipment manufacturing [13] Industry Funds - Guangzhou Baiyunshan Pharmaceutical Group plans to invest 1.4985 billion yuan in a biopharmaceutical fund, focusing on medical and healthcare sectors [16] - Shenhuo Co., Ltd. intends to invest 1.2 billion yuan in a high-quality industrial development fund, targeting new materials and intelligent manufacturing [17] - Guanghe Technology has committed 30 million yuan to a new industry fund focusing on AI and robotics [18]

证券代码：301348 证券简称：蓝箭电子 公告编号：2025-028 佛山市蓝箭电子股份有限公司关于 与专业投资机构共同投资设立有限合伙企业的进展公告 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。 一、共同投资的概况 佛山市蓝箭电子股份有限公司（以下简称"公司"）于 2025 年 7 月 8 日与展速未 来（嘉兴）股权投资合伙企业（有限合伙）（以下简称"展速未来"）的普通合伙人铜 川普耀九州基金管理有限公司及其他有限合伙人签署了《展速未来（嘉兴）股权投资合 伙企业（有限合伙）之基金合伙协议》。展速未来认缴出资总额为 4,110 万元人民币， 其中公司作为有限合伙人以自有资金出资 2,000 万元人民币认缴，占认缴出资总额的 48.66%。 具体内容详见公司于 2025 年 7 月 10 日在巨潮资讯网（www.cninfo.com.cn）披露 的《关于与专业投资机构共同投资设立有限合伙企业的公告》（公告编号：2025-027）。 二、投资进展情况 4、企业类型：有限合伙企业 5、成立日期：2021 年 7 月 23 日 6、执行事务合伙人：铜川普耀九州基金 ...

Group 1 - The company plans to invest in a fund established by Tongchuan Puyou Jiuzhou Fund Management Co., Ltd. to enhance its core competitiveness and achieve synergy in its upstream and downstream business operations [1][6] - The investment fund, named "Zhan Su Wei Lai (Jiaxing) Equity Investment Partnership (Limited Partnership)," aims to invest in high-quality unlisted companies in the semiconductor industry chain [1][18] - The investment does not constitute a related party transaction or a major asset restructuring as per relevant regulations [1][6] Group 2 - Tongchuan Puyou Jiuzhou Fund Management Co., Ltd. was established on April 25, 2017, with a registered capital of RMB 23.4 million and is a registered private fund manager [2][3] - The fund's primary investment areas include semiconductors, commercial aerospace, digital technology, and robotics [2][3] Group 3 - The partnership agreement stipulates that the fund will have a total subscribed capital of RMB 41.1 million, with the company contributing RMB 20 million, representing 48.66% of the total [8][9] - The fund will operate on a closed basis during its initial term, which is set for five years, with an investment period followed by an exit period [9][10] Group 4 - The investment aims to leverage the expertise and resources of professional investment institutions to enhance the company's resource allocation and profitability [18][19] - The investment will not affect the company's normal operations or financial status significantly, and it does not harm the interests of the company and its shareholders [18][19]

证券代码：301348 证券简称：蓝箭电子 公告编号：2025-027 本次投资事项不存在同业竞争，不构成关联交易，也不构成《上市公司重大资产 重组管理办法》规定的重大资产重组情况。根据《深圳证券交易所创业板股票上市规 则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 等规则及《公司章程》的规定，本次投资事项无需提交公司董事会及股东大会审议。 二、合作方基本情况 （一）普通合伙人、执行事务合伙人、基金管理人 企业名称：铜川普耀九州基金管理有限公司（以下简称"普耀九州"） 企业类型：其他有限责任公司 佛山市蓝箭电子股份有限公司 关于与专业投资机构共同投资设立有限合伙企业的公告 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。 一、与专业投资机构共同投资的概况 为更好地进行公司主营业务上下游的产业布局，发挥协同效应，提升公司核心竞争 力，佛山市蓝箭电子股份有限公司（以下简称"公司"）拟以自有资金参与铜川普耀九 州基金管理有限公司（以下简称"普耀九州"）发起设立的投资基金，基金名称为展速 未来（嘉兴）股权投资合伙企业（有限合伙）（以下简称 ...

Group 1 - The company, Blue Arrow Electronics (301348), plans to invest in a fund initiated by Tongchuan Puyao Jiuzhou Fund Management Co., Ltd. The fund is named "Zhan Su Wei Lai (Jiaxing) Equity Investment Partnership (Limited Partnership)" [1] - The total investment amount is 41.1 million yuan, with Blue Arrow Electronics committing 20 million yuan, representing a 48.66% stake in the fund [1] - The fund will focus on investing in high-quality unlisted companies within the semiconductor industry chain, prioritizing targets that are likely to go public or be acquired in the future [1]

Group 1 - The company, Blue Arrow Electronics, plans to invest 20 million yuan to establish a semiconductor investment fund [1] - The company will contribute 48.66% of the total subscribed capital of the partnership [1] - The fund will primarily invest in high-quality unlisted companies within the semiconductor industry chain [1]

证券代码：301348 证券简称：蓝箭电子 公告编号：2025-026 持股 5%以上股东上海银圣宇企业管理咨询合伙企业（有限合伙）保证向本公 司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 一、权益变动基本情况 佛山市蓝箭电子股份有限公司（以下简称"公司"）于 2025 年 5 月 8 日披 露了《关于公司持股 5%以上股东及董事、监事、高级管理人员减持股份预披露 的公告》（公告编号：2025-017），公司持股 5%以上股东上海银圣宇企业管理 咨询合伙企业（有限合伙）（曾用名：深圳市银圣宇创业投资企业(有限合伙)） （以下简称"银圣宇"）持有公司股份 15,519,504 股（占公司总股本比例 7.76%），计划自该公告披露之日起 15 个交易日后的三个月内以集中竞价方式 减持本公司股份累计不超过 2,000,000 股（占本公司总股本比例 1%）。若计划 减持期间公司有送股、资本公积金转增股本等股份变动事项，上述股份数量做 相应调整。 1、银圣宇出具的《关于持股 5%以上股东减持公司股份触及 1%整数倍的告知函》 ...

Market Overview - The three major A-share indices collectively declined in the morning session, with the Shanghai Composite Index down 0.04%, the Shenzhen Component Index down 0.42%, and the ChiNext Index down 0.84% [1] - The total market turnover for the half-day was 867.4 billion yuan, a decrease of 113.8 billion yuan compared to the previous day, with over 3,200 stocks declining [1] Sector Performance - The marine engineering, aquaculture, photovoltaic, and non-ferrous metal sectors showed the highest gains, while computing hardware, semiconductors, brain-computer interfaces, and diversified finance sectors experienced the largest declines [2] - The marine engineering sector saw a collective surge, with stocks like Deepwater Haina (300961), Dalian Heavy Industry (002204), and Shenkai Co. (002278) hitting the daily limit [2] - Photovoltaic concept stocks also rallied, with Yijing Optoelectronics (600537), Oujing Technology (001269), and Yamaton (002623) reaching the daily limit [2] - The banking sector remained active, with China Construction Bank and Shanghai Pudong Development Bank reaching new highs [2] - The non-ferrous metal sector was also active, with Jingyi Co. (002295) hitting the daily limit and Zijin Mining reaching a new high [2] - In contrast, computing hardware and semiconductor stocks collectively declined, with stocks like Blue Arrow Electronics (301348), Taiji Co. (300046), and Kexiang Co. (300903) leading the losses [2] - The diversified finance and digital currency sectors showed weakness, with Aijian Group (600643) hitting the daily limit down, and other stocks like Hongye Futures (001236), Cuiwei Co. (603123), and Lakala (300773) also declining [2] Notable Stocks - The strongest stocks included Chengbang Co. (603316) with five consecutive limits, and several stocks with three consecutive limits such as Kai Mei Teqi (002549) and Xuedilong (002658) [3][4] Hot Sectors - The marine engineering sector was the top performer with 11 stocks hitting the daily limit, while the nuclear power sector had 10 stocks hitting the daily limit [5][6] - The Belt and Road sector also had 10 stocks hitting the daily limit, with notable stocks including Kangda New Materials (002669) and Hailide (002206) [7] Sector Insights - The marine engineering sector is expected to benefit from the emphasis on high-quality development of the marine economy as highlighted in the Central Financial Committee's sixth meeting [10] - In the photovoltaic sector, a collective production cut of 30% by major glass manufacturers is anticipated to address supply-demand imbalances, with July's glass supply expected to decrease to 45GW [11] - The non-ferrous metal sector is influenced by renewed discussions on copper tariffs and low LME inventories, with expectations of copper prices remaining strong in the second half of the year [12]

Group 1 - The Shanghai Composite Index is at 3451.09 points, above the annual line, with a change of 0.19% [1] - A total trading volume of A-shares reached 710.879 billion yuan [1] - 32 A-shares have surpassed the annual line, with notable stocks including Yinbao Shanyin, Blue Arrow Electronics, and Yingjie Electric, showing deviation rates of 7.98%, 7.15%, and 5.01% respectively [1][2] Group 2 - The top three stocks with the highest deviation rates from the annual line are: - Yinbao Shanyin: 9.98% increase, latest price 10.14 yuan, deviation rate 7.98% [2] - Blue Arrow Electronics: 18.15% increase, latest price 27.80 yuan, deviation rate 7.15% [2] - Yingjie Electric: 6.85% increase, latest price 48.99 yuan, deviation rate 5.01% [2] - Other stocks with smaller deviation rates include: - Liangpin Puzi, Jialian Technology, and Guangzhou Port, which have just crossed the annual line [1]

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。 佛山市蓝箭电子股份有限公司（以下简称"公司"）2024 年年度权益分派方 案已获 2025 年 6 月 20 日召开的 2024 年年度股东大会审议通过，现将权益分派 事宜公告如下： 一、股东大会审议通过的权益分派方案情况 （一）2024 年年度股东大会审议通过了《关于 2024 年度利润分配和资本公 积金转增股本预案的议案》，2024 年度权益分派方案的具体内容为： 1、以截至 2024 年 12 月 31 日公司总股本 200,000,000 股为基数，向全体股东 每10股派发现金红利0.6元（含税），共计派发现金红利总额为人民币12,000,000 元（含税），占本年度归属于上市公司股东净利润的比例 79.41%。 证券代码：301348 证券简称：蓝箭电子 公告编号：2025-025 分红前本公司总股本为 200,000,000 股，分红后总股本增至 240,000,000 股。 2、公司拟以资本公积向全体股东每 10 股转增 2 股，不送红股。截至 2024 年 12 月 31 日，公司总股本 200, ...