Core Viewpoint - The demand for vacuum coating machines in China is expected to reach 111,000 units and a market size of 52.24 billion yuan by 2024, driven by the smartphone, semiconductor, and photovoltaic industries, with a significant shift towards environmentally friendly technologies [1][9]. Overview - Vacuum coating is a surface treatment technology that operates in a high vacuum environment to deposit thin films on various substrates using physical or chemical methods [2][3]. Business Model - The vacuum coating machine industry operates on a "make-to-order" basis, where companies produce equipment based on specific customer requirements, providing comprehensive technical support and solutions [5]. Industry Chain - The upstream of the vacuum coating machine industry includes companies that develop and supply coating materials and components, while the downstream applications span various sectors, including electronics, semiconductors, and renewable energy [7]. Current Development - The increasing demand for high-performance coatings in smartphones and the semiconductor industry's shift to smaller processes are driving the need for advanced vacuum coating equipment [9]. Competitive Landscape - The high-end vacuum coating equipment market is dominated by multinational companies like Applied Materials, ULVAC, and Leybold, while domestic companies primarily focus on the mid-to-low-end market, indicating significant potential for domestic substitution [11]. Representative Domestic Companies - Guangdong Huicheng Vacuum Technology Co., Ltd. reported a total revenue of 520 million yuan in 2024, with significant contributions from consumer electronics and industrial applications [13]. - Zhongshan Kaixuan Vacuum Technology Co., Ltd. achieved a revenue of 228.81 million yuan in 2024, with 96.09% coming from vacuum equipment sales [15]. Future Trends - The vacuum coating machine industry is expected to enhance coating processes and equipment structures to meet the demands of high-end sectors, focusing on energy efficiency and environmentally friendly practices [18].

Group 1: Market Overview - Google's earnings report indicates strong demand for AI, contributing to a rise in tech stocks, while initial jobless claims in the U.S. have decreased for six consecutive weeks, leading to new highs for the Nasdaq and S&P 500 indices [1] - The S&P 500 closed up 0.07%, while the Dow Jones fell by 0.70%, and the Nasdaq rose by 0.18% [1] Group 2: Company Performance - Google opened high but closed up by 1%, while Tesla's stock dropped over 8% due to a pessimistic outlook [2] - Nvidia reached a new closing high, whereas Intel's stock fell approximately 3% after its earnings report [2] Group 3: Economic Indicators - U.S. jobless claims data has reduced expectations for Federal Reserve interest rate cuts, with the 2-year yield rising by 5 basis points [4] - The dollar increased by 0.3%, while gold prices fell by 0.55% [4] Group 4: Domestic Events - China's State Council will focus on optimizing state-owned asset investments and resisting "involution" competition [8] - The People's Bank of China and the Ministry of Agriculture and Rural Affairs issued guidelines to enhance financial services for rural reforms [7] Group 5: Industry Insights - The upcoming 2025 World Artificial Intelligence Conference will gather over 800 companies, with significant product launches expected, including over 50 AI terminals and 40 large models [18] - The Chinese IP toy market is projected to grow from 75.6 billion yuan in 2024 to 167.5 billion yuan by 2029, with a compound annual growth rate of 17% [19] Group 6: New Stock Offerings - HanSang Technology is set to launch an IPO on the ChiNext board at a price of 28.91 yuan per share, focusing on the high-end audio sector [22] Group 7: Corporate Announcements - Angel Yeast plans to acquire a 55% stake in Shengtong Sugar Industry for 506 million yuan, aiming to enhance its sugar segment and downstream business [23] - High Energy Environment intends to repurchase shares worth 100 million to 150 million yuan, reporting a net profit of 502 million yuan for the first half of the year, a year-on-year increase of 20.85% [23]

Group 1 - Yaxin Security plans to reduce its shareholding by up to 3%, totaling no more than 12 million shares, from August 8, 2025, to November 7, 2025 [1] - Shangwei Co. intends to issue up to 180 million shares to its controlling shareholder, raising no more than 1.144 billion yuan for digital upgrades and working capital [1][2] - Anker Innovations is exploring the possibility of overseas share issuance to enhance its global strategy and brand image, with no specific plan confirmed yet [3] Group 2 - AVIC Xi'an Aircraft Industry Group's chairman resigned due to work changes, effective immediately upon submission of the resignation [4] - Tianci Materials signed a procurement cooperation agreement to supply at least 550,000 tons of electrolyte products to Chuangneng New Energy from 2025 to 2030, enhancing market share and profitability [5][6] - Guangshentang's innovative drug GST-HG131 has been included in the list of breakthrough therapies, but this does not guarantee market approval or immediate financial impact [7][8] Group 3 - Chaozhuo Aerospace plans to reduce its shareholding by up to 3%, totaling no more than 896,000 shares, from August 7, 2025, to November 6, 2025 [9] - Taiji Group intends to repurchase shares worth between 80 million and 120 million yuan, with a maximum price of 28.03 yuan per share, to be used for cancellation [11][12] - Xibu Materials plans to invest 125 million yuan in a private placement by its subsidiary to raise 147 million yuan for working capital and loan repayment [13] Group 4 - Shantui Co. plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [14] - *ST Huawang intends to acquire 55.5% of Niwei Power for 666 million yuan, entering the new energy hybrid vehicle sector [15] - Tailin Bio's controlling shareholder plans to reduce its shareholding by up to 1.5%, totaling no more than 1.8195 million shares, for personal funding needs [17] Group 5 - Huicheng Vacuum plans to reduce its shareholding by up to 3%, totaling no more than 3 million shares, from August 7, 2025, to November 6, 2025 [18][19] - Kesi Co.'s actual controller plans to reduce its shareholding by up to 3%, totaling no more than 14.27 million shares, for personal funding needs [20][21] - Zhongchong Co.'s controlling shareholder plans to reduce its shareholding by up to 1.5%, totaling no more than 4.56 million shares, for funding needs [22][23] Group 6 - Shanhigh Environmental plans to raise no more than 718 million yuan through a private placement to supplement working capital and repay bank loans [24][25] - Zhongrong Electric plans to invest 114 million yuan in the construction of the Sinok New Energy Technology Park, expected to be completed by the end of 2027 [26] - Kaisen New Materials' shareholder plans to transfer 4.75% of its shares, totaling 20 million shares, for personal funding needs [27] Group 7 - Xinxin Standard's controlling shareholder plans to reduce its shareholding by up to 3%, totaling no more than 6.7792 million shares, for personal funding needs [28] - Chuhuan Technology plans to invest 9.99 million yuan in a partnership focused on high-end manufacturing, including semiconductors and new materials [29] - Shankai Intelligent's stock will resume trading after a share transfer agreement with Changjiang Aerospace, which will become the controlling shareholder [30]

Group 1 - Meidi Kai plans to acquire 100% equity of Haisholi and INNOWAVE VIETNAM for a total of 2 billion KRW, entering Samsung's supply chain and filling gaps in its ultra-thin optical film business [3] - Tuo Xin Pharmaceutical will invest 10 million CNY in Jiangsu Jinsan Biotechnology, acquiring a 1.75% stake, as Jinsan has successfully produced high-purity ergothioneine [4] - Zhejiang Energy Power reported a 4.48% increase in power generation to 78.848 billion kWh in the first half of the year, driven by rising electricity demand in Zhejiang province [5] Group 2 - Anker Innovation is researching overseas share issuance to enhance its global strategy and brand image, with no specific plan confirmed yet [6] - *ST Chuangxing announced a change in actual controller to Wang Xiangrong after a judicial auction of shares [7] - Hosheng Silicon Industry's controlling shareholder plans to transfer 5.08% of its shares for 2.634 billion CNY [8] Group 3 - Wuchan Zhongda's subsidiary plans to acquire 100% equity of South Taihu Technology for 1.457 billion CNY, aiming to strengthen its position in the cogeneration sector [9] - Postal Savings Bank intends to invest 10 billion CNY to establish a financial asset investment company, supporting technological innovation and private enterprises [10] - *ST Huawang plans to purchase 55.5% equity of Niwei Power for a total of approximately 6.01 billion CNY, focusing on the development of high-pressure fuel tank systems for hybrid vehicles [11] Group 4 - Tiande Yu expects a 50.89% increase in net profit to 152 million CNY in the first half of 2025, driven by growth in display driver chips [14] - Pinming Technology anticipates a net profit increase of 231.79% to 340 million CNY in the first half of 2025, attributed to growth in construction information software [15] - *ST Jinglun forecasts a loss of 19 to 22 million CNY in the first half of 2025, despite a 23.5% revenue increase [16] Group 5 - Jindi Co. signed an industrial project investment contract with the government for no less than 1.5 billion CNY to expand its market in Southwest China [17] - Baiyun Electric is expected to win a procurement project from the State Grid worth 164 million CNY [18] Group 6 - Fulei New Materials plans to reduce its stake by up to 1.33% through trading [19] - Yaxin Security's shareholders plan to collectively reduce their stake by up to 3% [20] - Zhongchong Co.'s controlling shareholder plans to reduce its stake by up to 1.5% [21] Group 7 - Huayuan Holdings intends to repurchase shares worth 20 to 40 million CNY for employee stock ownership plans [24] - Taiji Group plans to repurchase shares worth 80 to 120 million CNY, all for cancellation [25] Group 8 - Fengshen Co. plans to raise up to 1.1 billion CNY through a private placement for a tire expansion project [26] - Shangwei Co. plans to raise up to 1.144 billion CNY through a private placement to enhance its capabilities [27] - Shanggao Environmental plans to raise up to 718 million CNY through a private placement for working capital and debt repayment [28]

Core Viewpoint - Shenzhen Nanshan Bridge Excellence Intelligent Equipment Investment Partnership (Limited Partnership) plans to reduce its holdings in Guangdong Huicheng Vacuum Technology Co., Ltd. by up to 3,000,000 shares, representing 3% of the total share capital, within three months from August 7, 2025, to November 6, 2025 [1][2]. Group 1: Shareholder Information - The shareholder, Shenzhen Nanshan Bridge, holds a total of 3,000,000 shares, which is 3% of the company's total share capital [1]. - The shareholder has committed to providing accurate and complete information regarding the share reduction plan [1]. Group 2: Reduction Plan Details - The reduction plan allows for a maximum of 1,000,000 shares to be sold through centralized bidding and up to 2,000,000 shares through block trading, totaling no more than 3% of the company's shares [1][2]. - The reduction will be adjusted if there are any changes in the number of shares due to stock dividends or capital increases [2]. Group 3: Shareholder Commitments - The shareholder has made commitments regarding the non-transfer of shares acquired prior to the company's IPO for a period of 36 months and 12 months, respectively, depending on the share acquisition date [2][3]. - The shareholder will comply with all relevant laws and regulations during the reduction process and will announce any reductions in accordance with legal requirements [3][4]. Group 4: Compliance and Governance - The company emphasizes that the reduction plan will not affect its governance structure or lead to a change in control [5]. - The shareholder has committed to compensating the company for any losses incurred due to non-compliance with the commitments made [4].

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。 特别提示： 1、持有公司股份6,287,794股，占公司当前总股本的6.2878%的股东深圳南 山架桥卓越智能装备投资合伙企业（有限合伙）（以下简称"南山架桥"），计 划在本公告披露之日起15个交易日后的3个月内（自2025年8月7日至2025年11月6 日），以集中竞价方式或大宗交易方式合计减持公司股份不超过3,000,000股 （占公司总股本的3%）。 证券代码：301392 证券简称：汇成真空 公告编号：2025-020 广东汇成真空科技股份有限公司 关于公司持股5%以上股东减持股份的预披露公告 持股5%以上股东深圳南山架桥卓越智能装备投资合伙企业（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。 2、根据《上市公司创业投资基金股东减持股份的特别规定》及《深圳证券 交易所上市公司创业投资基金股东减持股份实施细则》中关于创业投资基金投 资符合条件的企业的相关规定，南山架桥满足相关标准，并已在中国证券投资 基金业协会完成备案登记。截至公司首次公开发行上市日，南山架桥投资期限 已满六十个月，根据规 ...

Core Viewpoint - The major shareholder of Huicheng Vacuum (301392) plans to reduce its stake in the company by up to 3% within three months due to operational development needs [1] Shareholder Reduction Plan - Shenzhen Nanshan Bridge Excellence Intelligent Equipment Investment Partnership (Limited Partnership), holding over 5% of shares, intends to reduce its holdings by a maximum of 3 million shares [1] - The reduction will occur through centralized bidding or block trading methods [1] - The selling price will be determined based on market conditions and trading methods [1]

公司股东兴证证券资管－兴业银行－兴证资管鑫众汇成真空1号员工战略 配售集合资产管理计划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信息披露的内容与信息披露义务人提供的 信息一致。 证券代码：301392 证券简称：汇成真空 公告编号：2025-019 广东汇成真空科技股份有限公司 关于员工战略配售资管计划股份减持完毕的公告 广东汇成真空科技股份有限公司（以下简称"公司"）于2025年6月7日披露了 《关于员工战略配售资管计划减持股份预披露的公告》（公告编号：2025-018）， 公司股东兴证证券资管－兴业银行－兴证资管鑫众汇成真空1号员工战略配售集 合资产管理计划（以下简称"员工战略配售资管计划"）计划自该公告披露之日 起15个交易日后的3个月内（自2025年6月30日至2025年9月29日），通过大宗交易 方式或集中竞价交易方式减持本公司股份不超过2,500,000股（占公司总股本比 例2.50%）。 公司近日收到了股东员工战略配售资管计划管理人出具的《关于广东汇成真 空科技股份有限公司股份减持计划实施情况说明》，获悉股东员工战略配售资管 计 ...

中国经济网北京6月9日讯汇成真空（301392）(301392.SZ)6月6日晚间发布关于员工战略配售资管计划 减持股份预披露的公告。 2024年，汇成真空实现营业收入5.20亿元，同比减少0.35%；归属于上市公司股东的净利润6809.09万 元，同比减少16.02%；归属于上市公司股东的扣除非经常性损益的净利润6247.75万元，同比减少 16.45%；经营活动产生的现金流量净额-3639.41万元，上年同期为-773.92万元。 | | 2024 年 | 2023 年 | 本年比上年增减 | 2022 年 | | --- | --- | --- | --- | --- | | 营业收入(元) | 520, 300, 510. 27 | 522, 114, 408. 08 | -0. 35% | 570,792,716.22 | | 归属于上市公司股东 的净利润(元) | 68, 090, 947. 27 | 81, 075, 481. 46 | -16. 02% | 71.290. 421. 07 | | 归属于上市公司股东 的扣除非经常性损益 的净利润(元) | 62, 477, 469, 21 | ...

证券代码：301392 证券简称：汇成真空 公告编号：2025-018 广东汇成真空科技股份有限公司 关于员工战略配售资管计划减持股份预披露的公告 公司股东兴证证券资管－兴业银行－兴证资管鑫众汇成真空1号员工战略配 售集合资产管理计划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信息披露的内容与信息披露义务人提供的信 息一致。 特别提示： 持有广东汇成真空科技股份有限公司（以下简称"汇成真空"或"公 司"）股份2,500,000股（占本公司总股本比例2.50%）的股东兴证证券资管 －兴业银行－兴证资管鑫众汇成真空1号员工战略配售集合资产管理计划（以 下简称"员工战略配售资管计划"）计划在本公告披露之日起15个交易日后 的3个月内（自2025年6月30日至2025年9月29日）以大宗交易方式或集中竞价 交易方式减持本公司股份不超过2,500,000股（占公司总股本比例2.50%）。 1 二、本次减持计划的主要内容 （一）减持原因：员工战略配售资管计划持有人的自身资金需求。 （二）股份来源：公司首次公开发行股票。 （三）拟减持数量：不超过2,500, ...