第2笔成交价格为21.19元，成交40.00万股，成交金额847.60万元，溢价率为-11.93%，买方营业部为机 构专用，卖方营业部为广发证券股份有限公司南通工农南路证券营业部。 进一步统计，近3个月内该股累计发生8笔大宗交易，合计成交金额为7217.82万元。该股近5个交易日累 计上涨12.85%，主力资金合计净流入5108.16万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月13日，蓝箭电子收涨7.89%，收盘价为24.06元，发生2笔大宗交易，合计成交量50万股，成交金额 1059.5万元。 第1笔成交价格为21.19元，成交10.00万股，成交金额211.90万元，溢价率为-11.93%，买方营业部为机 构专用，卖方营业部为广发证券股份有限公司南通工农南路证券营业部。 责任编辑：小浪快报 ...

Economic News - The Ministry of Commerce stated that multiple rounds of consultations have been held between China and the EU to address the EU's case against Chinese electric vehicles, agreeing to provide general guidance on price commitments for Chinese exporters [1] - The U.S. has escalated sanctions against Iran, imposing a 25% tariff on any country conducting business with Iran [1] - The National Development and Reform Commission issued guidelines to strengthen government investment fund planning, focusing on supporting emerging industries such as new information technology and new energy [1] - The Ministry of Agriculture aims to increase soybean oil production capacity and self-sufficiency, promoting higher yields in grain and oil crops [1] - The U.S. Federal Reserve chair candidates are being interviewed, with Rick Rieder from BlackRock being a notable candidate [1] - Tianjin's housing authority has mandated that new home prices cannot fluctuate more than 10% from the registered price to prevent rapid price declines [1] - The official confirmation of the J-10CE fighter jet achieving combat success, marking a significant milestone for China's export aircraft [1] - The Ministry of Health and other departments released regulations on the management of deceased patients' services, emphasizing that medical institutions should not engage in funeral services [1] - The Ministry of Industry and Information Technology plans to enhance the role of enterprises in technological innovation and implement new policies to support high-quality development of specialized small and medium-sized enterprises [1] - The State Administration for Market Regulation released 160 national standard samples to improve product quality and promote technological advancement [1] Company Insights - WuXi AppTec expects to achieve a revenue of 45.456 billion yuan in 2025, a year-on-year increase of 15.84%, with a net profit of 19.151 billion yuan, up 102.65% [4] - Zhitex New Materials' stock has seen a continuous rise, with a 198.57% increase over six trading days, leading to a temporary suspension of trading [4] - Jinlongyu plans to invest approximately 1.2 billion yuan in a new solid-state battery production line in Shenzhen [4] - Yonghui Supermarket anticipates a negative net profit for 2025, indicating a potential operational loss [4] - Blue Arrow Electronics intends to acquire at least 51% of Chengdu Xinyi Technology Co., with a valuation not exceeding 675 million yuan [4] Industry Analysis - The securities industry is expected to see improved performance in 2026 due to supportive policies and accelerated consolidation, despite challenges from global geopolitical events and trade issues [5][6] - The average daily trading volume has increased since early 2025, indicating improved market activity and investor engagement [6] - Regulatory support for technology growth companies has led to increased IPO and financing activities, benefiting brokerage revenues [7] - The stability and sustainability of proprietary investments are crucial for brokerage performance, with a focus on balancing high returns and risk management [8] - The securities industry is likely to experience further consolidation, with notable mergers already occurring among major firms [10]

Group 1 - Weiteou signed a strategic cooperation agreement with Qiteng Robotics to focus on safety upgrades in high-risk industries, leveraging new materials and robotics [1] - Dongfang Caifu's subsidiary received approval from the CSRC to issue subordinate bonds totaling up to 20 billion yuan [2] - Haibo Zhongke's controlling shareholder plans to reduce holdings by up to 2.98% of the company's shares [3] Group 2 - Shengyang Technology's subsidiary FTA is expanding into the foreign satellite internet terminal business, which is still in the early commercialization stage [4] - Cangge Mining expects a net profit increase of 43.41%-53.1% for 2025, projecting a profit of 3.7-3.95 billion yuan [5] - Jinlongyu plans to invest approximately 1.2 billion yuan to build a production line for solid-state batteries with an annual capacity of 2 GWh [6] Group 3 - Shengda Resources intends to acquire a 55% stake in Guangxi Laibin Jinshi Mining for 269.5 million yuan [7] - Zhifei Biological's CA111 injection has entered Phase I clinical trials, targeting diabetes and weight loss treatment [8] - Qusleep Technology's specific shareholders plan to reduce their holdings by up to 2.58% of the company's shares [9] Group 4 - Innovation Medical's subsidiary has a product expected to generate revenue of 114,000 yuan in 2025 [11] - Blue Ocean Cursor noted that AI-driven revenue currently constitutes a small portion of overall revenue [12] - *ST Yanshi anticipates a loss for the 2025 fiscal year, with revenue expected to be below 300 million yuan [13] Group 5 - ST Yishite will lift risk warnings and change its stock name, resuming trading on January 14 [14] - Shaoyang Hydraulic clarified that its products do not directly serve commercial aerospace clients [15] - Boss Electric plans to invest 100 million yuan in Youte Smart Kitchen to deepen strategic cooperation [16] Group 6 - Guo An Da's controlling shareholder plans to reduce holdings by up to 3% of the company's shares [17] - *ST Mingjia has lifted the delisting risk warning following the completion of its restructuring plan [18] - Haixiang Pharmaceutical signed an innovative drug cooperation agreement with Wanbangde Pharmaceutical [19] Group 7 - Palm Holdings plans to transfer stakes in two project companies for debt compensation, amounting to 258 million yuan [20] - Bohai Leasing's subsidiary Avolon is projected to have a fleet of 1,132 aircraft by the end of 2025 [21] - Zhenyou Technology reported that satellite internet revenue accounted for approximately 7.15% of total revenue in the first three quarters of 2025 [22] Group 8 - Blue Arrow Electronics intends to acquire at least 51% of Chengdu Xinyi Technology [23] - Shunhao Co. stated that its investment in Tianshu Chuangxin will have a minimal impact on its 2025 performance [24][25] - Baichuan Co.'s deputy general manager plans to reduce holdings by up to 0.65% of the company's shares [26] Group 9 - Zhewen Interconnect reported that its GEO business has not yet formed a mature profit model [27] - XW Communication's controlling shareholder plans to reduce holdings by up to 1% of the company's shares [28] - Electric Science Digital indicated that its satellite communication products are not its main business [29] Group 10 - Bojun Technology expects a net profit increase of 35%-65% for 2025, projecting a profit of 828-1,012 million yuan [30] - Rongchang Bio signed a licensing agreement for the RC148 drug with AbbVie, with an initial payment of 650 million USD [31] - Guoxin Technology's state investment fund plans to reduce holdings by up to 2.37% of the company's shares [32] Group 11 - Hengxuan Technology's controlling shareholder plans to reduce holdings by up to 3% of the company's shares [33][34] - *ST Chengchang announced a stock suspension for investigation due to abnormal trading [35] - Zhongji Xuchuang's subsidiary plans to issue warrants to incentivize its core team [36] Group 12 - Zhuoshengwei expects a net loss of 255-295 million yuan for 2025 [37] - Pingtan Development anticipates a loss for the 2025 fiscal year [38] - Nanjing Bank's major shareholder increased its stake by 123.472 million shares [39] Group 13 - Jingao Technology expects a net loss of 4.5-4.8 billion yuan for 2025 [40] - Mingyang Smart plans to acquire control of Dehua Company, with stock suspension [41] - Vanadium Titanium Co. anticipates a loss for the 2025 fiscal year [42][43] Group 14 - Tianzhihang announced a delay in its "Smart Medical Center Construction Project" [44]

Group 1: WuXi AppTec - WuXi AppTec expects a revenue of approximately RMB 45.456 billion for 2025, representing a year-on-year growth of about 15.84%, with a 21.40% increase in revenue from continuing operations [1] - The adjusted net profit attributable to shareholders is projected to be around RMB 14.957 billion, reflecting a year-on-year growth of approximately 41.33% [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, is expected to be about RMB 13.241 billion, with a year-on-year increase of approximately 32.56% [1] Group 2: Shanghai Port Group - Shanghai Port Group reported a total revenue of RMB 39.44 billion for 2025, which is a year-on-year increase of 3.5% [2][3] - The net profit attributable to shareholders decreased by 10.4% to RMB 13.4 billion [2][3] - The net profit attributable to shareholders, excluding non-recurring gains and losses, fell by 8.1% to RMB 12.2 billion [2][3] Group 3: Zangge Mining - Zangge Mining forecasts a net profit attributable to shareholders between RMB 3.7 billion and RMB 3.95 billion for 2025, indicating a growth of 43.41% to 53.10% year-on-year [4] - The net profit, excluding non-recurring gains and losses, is expected to be between RMB 3.87 billion and RMB 4.12 billion, reflecting a growth of 51.95% to 61.76% [4] Group 4: Sanan Optoelectronics - Sanan Optoelectronics anticipates a net loss attributable to shareholders between RMB -200 million and RMB -400 million for 2025, compared to a profit of RMB 253 million in the previous year [5] - The net profit, excluding non-recurring gains and losses, is expected to be between RMB -750 million and RMB -850 million [5] Group 5: JA Solar Technology - JA Solar Technology projects a net loss attributable to shareholders between RMB -4.5 billion and RMB -4.8 billion for 2025 [12] - The company maintains a leading position in battery module shipments, but faces significant pressure on sales prices and profitability due to industry competition and supply-demand imbalances [12] Group 6: Rongbai Technology - Rongbai Technology expects a net loss attributable to the parent company between RMB -150 million and RMB -190 million for 2025 [18] - The company anticipates a turnaround in the fourth quarter with a projected net profit of approximately RMB 30 million [18] Group 7: Sanxiang New Materials - Sanxiang New Materials forecasts a net profit attributable to shareholders between RMB 100 million and RMB 130 million for 2025, representing a year-on-year growth of 31.99% to 71.58% [21] - The company is focusing on expanding its zirconium product chain and optimizing its customer structure to enhance profitability [21]

标的公司的主营业务聚焦于模拟集成电路领域，是一家专注于高可靠模拟集成电路研发、设计及销售的 国家级专精特新"小巨人"企业。通过本次并购整合，公司将达成从半导体封装测试领域向芯片设计产业 链的战略性拓展;与此同时，本次交易将推动公司与标的公司在产品、技术、市场等层面实现深度融 合，充分发挥产业协同效应，逐步构建起"芯片设计+半导体封装测试"相互促进发展的产业链格局，为 公司未来实现跨越式发展奠定坚实的产业链基础。 智通财经APP讯，蓝箭电子(301348.SZ)发布公告，公司筹划以现金方式收购成都芯翼科技有限公司(以 下简称"成都芯翼"或"标的公司")不低于51%的股权并实现对标的公司的控股。 ...

标的公司的主营业务聚焦于模拟集成电路领域，是一家专注于高可靠模拟集成电路研发、设计及销售的 国家级专精特新"小巨人"企业。通过本次并购整合，公司将达成从半导体封装测试领域向芯片设计产业 链的战略性拓展;与此同时，本次交易将推动公司与标的公司在产品、技术、市场等层面实现深度融 合，充分发挥产业协同效应，逐步构建起"芯片设计+半导体封装测试"相互促进发展的产业链格局，为 公司未来实现跨越式发展奠定坚实的产业链基础。 智通财经APP讯，蓝箭电子(301348.SZ)发布公告，公司筹划以现金方式收购成都芯翼科技有限公司(以 下简称"成都芯翼"或"标的公司")不低于51%的股权并实现对标的公司的控股。 ...

Core Viewpoint - Blue Arrow Electronics plans to acquire at least 51% of Chengdu Xinyi Technology Co., Ltd. to enhance its core competitiveness and achieve synergy in its main business operations, with a valuation of no more than 675 million yuan for the target company [1][2] Group 1: Acquisition Details - The acquisition is expected to not constitute a major asset restructuring based on preliminary calculations [1] - The cash acquisition agreement was signed with certain shareholders of Chengdu Xinyi on the same day as the announcement [1] Group 2: Target Company Overview - Chengdu Xinyi, established in August 2016 with a registered capital of 20.69 million yuan, specializes in the R&D, production, and sales of high-reliability analog integrated circuits [1][2] - The company has developed a comprehensive R&D and industrialization system covering chip design, tape-out management, product testing, and application support [1] - Its products, including communication interface chips and analog signal chain chips, meet high-reliability quality standards and are widely used in key national equipment fields [1] Group 3: Strategic Implications - The acquisition will allow Blue Arrow Electronics to strategically expand from semiconductor packaging and testing into the chip design industry chain [2] - The transaction is expected to facilitate deep integration between the two companies in products, technology, and market, leveraging industrial synergy [2] - This move aims to establish a mutually reinforcing development pattern between "chip design and semiconductor packaging/testing," laying a solid foundation for future leapfrog development [2]

Core Viewpoint - Blue Arrow Electronics (301348.SZ) plans to acquire at least 51% of Chengdu Xinyi Technology Co., Ltd. in cash to gain control of the company [1] Group 1: Company Overview - Chengdu Xinyi, established in August 2016, focuses on the research, production, and sales of high-reliability analog integrated circuits and is recognized as a national-level specialized and innovative "little giant" enterprise [1] - The company has developed a comprehensive R&D and industrialization system covering chip design, tape-out management, product testing, and application support [1] Group 2: Product and Market Focus - Key products include communication interface chips and analog signal chain chips, which meet high-reliability quality standards and cater to customers' needs for autonomy and control [1] - The products are widely used in national key equipment fields such as airborne, missile, naval, and vehicle-mounted applications [1] Group 3: Strategic Partnerships - Chengdu Xinyi has established long-term stable partnerships with renowned domestic technology groups and research institutes, including China Electronics Technology Group Corporation, Aviation Industry Corporation of China, and China Ordnance Industry Group [1] - These collaborations provide a solid customer base for the company's sustained performance growth [1]

Core Viewpoint - Blue Arrow Electronics (301348.SZ) plans to acquire at least 51% of Chengdu Xinyi Technology Co., Ltd. in cash to gain control of the company [1] Group 1: Company Overview - Chengdu Xinyi, established in August 2016, focuses on the research, production, and sales of high-reliability analog integrated circuits and is recognized as a national-level specialized and innovative "little giant" enterprise [1] - The company has developed a comprehensive R&D and industrialization system covering chip design, tape-out management, product testing, and application support [1] Group 2: Product and Market Focus - Key products include communication interface chips and analog signal chain chips, which meet high-reliability quality standards and cater to customers' needs for autonomy and control [1] - The products are widely used in national key equipment fields such as airborne, missile, naval, and vehicle-mounted applications [1] Group 3: Strategic Partnerships - Chengdu Xinyi has established long-term stable partnerships with renowned domestic technology groups and research institutes, including China Electronics Technology Group Corporation, Aviation Industry Corporation of China, and China Ordnance Industry Group [1] - These collaborations provide a solid customer base for the company's sustained performance growth [1]

证券代码：301348 证券简称：蓝箭电子 公告编号：2026-001 佛山市蓝箭电子股份有限公司 关于签署股权收购意向协议的公告 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。 特别提示： 1、佛山市蓝箭电子股份有限公司（以下简称"公司"或"蓝箭电子"）拟筹划以现 金方式收购成都芯翼科技有限公司（以下简称"成都芯翼"或"标的公司"）不低于 51% 的股权并实现对标的公司的控股（最终收购比例以正式协议确定的比例为准）。 2、本次交易事项不构成关联交易；经初步测算，本次交易预计不构成《上市公司重 大资产重组管理办法》规定的重大资产重组。 3、本次交易尚处于筹划阶段，现阶段无法预计对公司本年度经营业绩的影响。 4、本次签署的收购意向协议仅为框架性协议，系公司与交易对方就收购事宜达成的 初步意向，具体收购比例、交易价格等将在公司及聘请的中介机构进行尽职调查、审计、 评估等工作后，由双方进一步协商并签署正式交易文件予以确定。公司将根据交易事项 后续进展情况，按照相关法律、行政法规、部门规章及规范性文件和《公司章程》的相 关规定，及时履行相应决策程序和信息披露义务。最终 ...