Core Viewpoint - Huihan Microelectronics Co., Ltd. has shown significant stock performance and growth in revenue and profit, indicating a positive outlook for the company in the automotive and IoT sectors [1][2]. Group 1: Stock Performance - On September 16, Huihan's stock rose by 2.07%, reaching 147.28 CNY per share, with a trading volume of 1.56 billion CNY and a turnover rate of 3.35%, resulting in a total market capitalization of 15.394 billion CNY [1]. - Year-to-date, Huihan's stock price has increased by 13.06%, with a 32.37% rise over the last five trading days, 30.47% over the last 20 days, and 54.06% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on September 11, where it recorded a net buy of 1.33 billion CNY [1]. Group 2: Financial Performance - For the first half of 2025, Huihan achieved a revenue of 451 million CNY, representing a year-on-year growth of 4.84%, and a net profit attributable to shareholders of 93.825 million CNY, which is a 26.33% increase [2]. - The company's main business revenue composition includes 74.71% from automotive intelligent terminals, 18.17% from IoT intelligent modules, and 7.00% from software and services [2]. Group 3: Shareholder Information - As of June 30, 2025, Huihan had 14,600 shareholders, an increase of 5.43% from the previous period, with an average of 1,791 circulating shares per shareholder, up by 41.32% [2]. - The largest circulating shareholder is the Southern CSI 1000 ETF, holding 292,600 shares, while Hong Kong Central Clearing Limited is the third-largest, holding 251,100 shares, a decrease of 11,700 shares from the previous period [3].

Summary of Key Points Core Viewpoint - The financing balance of the ChiNext market has increased, indicating a positive trend in investor sentiment and market activity, with specific stocks showing significant growth in financing balance and price performance [1][2]. Financing Balance Overview - The latest financing balance for ChiNext stocks is 494.73 billion yuan, with a week-on-week increase of 2.25 billion yuan, marking six consecutive days of growth [1]. - Among the 436 stocks with increased financing balance, 30 stocks saw an increase of over 10%, with the largest increase recorded by Ding Tai Gao Ke at 1.78 million yuan, reflecting a 39.23% rise [1][3]. Stock Performance - The average increase for stocks with a financing balance growth of over 10% was 2.67%, with notable performers including Xiang Nong Xin Chuang, Jiang Bo Long, and Meng Gu Li, which rose by 14.45%, 13.83%, and 11.86% respectively [1][2]. - Conversely, stocks with a decrease in financing balance included Xian Dao Zhi Neng and Yi Zhi Mi, which fell by 8.86% and 5.54% respectively [1][4]. Capital Flow Analysis - On September 12, 19 stocks with increased financing balance experienced net inflows of main funds, with Xiang Nong Xin Chuang, De Fu Ke Ji, and Shen Xin Fu leading with net inflows of 239 million yuan, 207 million yuan, and 173 million yuan respectively [2]. - In contrast, 11 stocks saw net outflows, with Xian Dao Zhi Neng experiencing the highest outflow of 1.308 billion yuan [2]. Stocks with Significant Financing Balance Changes - Stocks with the largest increases in financing balance include: - Ding Tai Gao Ke: 1.78 million yuan, +39.23%, closing at 89.56 yuan, +4.81% [3]. - Hui Han Gu Fen: 3.1726 million yuan, +36.28%, closing at 137.81 yuan, +2.38% [3]. - Cai Na Gu Fen: 662.1 million yuan, +35.88%, closing at 24.92 yuan, +4.40% [3]. - Stocks with the largest decreases in financing balance include: - Rui Chen Huan Bao: 21.2792 million yuan, -29.13%, closing at 28.32 yuan, -0.91% [4]. - Wei Ke Ke Ji: 32.50216 million yuan, -19.73%, closing at 99.91 yuan, -1.86% [4]. - Yi Dong Dian Zi: 14.97625 million yuan, -16.37%, closing at 47.84 yuan, -2.69% [4].

Core Viewpoint - Huihan Co., Ltd. experienced a significant stock price increase, reaching the daily limit of 20% with a trading volume of 9.56 billion yuan and a turnover rate of 23.11% [2] Trading Activity - The stock was listed on the Shenzhen Stock Exchange due to a closing price increase of 20.00%, with net purchases from the Shenzhen Stock Connect amounting to 66.88 million yuan [2] - The top five trading departments accounted for a total transaction volume of 376 million yuan, with a net purchase of 133 million yuan after 255 million yuan in buying and 121 million yuan in selling [2] - The second-largest buying department was the Shenzhen Stock Connect, with a buying amount of 74.36 million yuan and a selling amount of 0.75 million yuan, resulting in a net purchase of 66.88 million yuan [2] Capital Flow - The stock saw a net inflow of 112 million yuan from major funds, with a significant inflow of 183 million yuan from large orders, while large orders experienced an outflow of 70.17 million yuan [2] - Over the past five days, the net inflow of major funds totaled 97.65 million yuan [2] Margin Trading Data - As of September 10, the margin trading balance for the stock was 21.4 million yuan, with a financing balance of 21.4 million yuan and a securities lending balance of 516,000 yuan [2] - In the last five days, the financing balance decreased by 30.16 million yuan, representing a decline of 12.36%, while the securities lending balance decreased by 93,400 yuan, a decline of 15.32% [2]

| 项目 | 工作内容 | | --- | --- | | 7.向本所报告情况（现场检查报告除外） | | | （1）向本所报告的次数 | 0 次 | | （2）报告事项的主要内容 | 不适用 | | （3）报告事项的进展或者整改情况 | 不适用 | | 8.关注职责的履行情况 | | | （1）是否存在需要关注的事项 | 否 | | （2）关注事项的主要内容 | 不适用 | | （3）关注事项的进展或者整改情况 | 不适用 | | 9.保荐业务工作底稿记录、保管是否合规 | 是 | | 10.对上市公司培训情况 | | | （1）培训次数 | 次，计划下半年开展现场培训 0 | | （2）培训日期 | 不适用 | | （3）培训的主要内容 | 不适用 | | 11.其他需要说明的保荐工作情况 | 无 | 广发证券股份有限公司 关于慧翰微电子股份有限公司 2025年半年度跟踪报告 | 保荐人名称：广发证券股份有限公司 | 被保荐公司简称：慧翰股份 | | --- | --- | | 保荐代表人姓名：蒋迪 | 联系电话：020-66338888 | | 保荐代表人姓名：杨华川 | 联系电话：020-663388 ...

Market Overview - The computer equipment sector rose by 3.97% on September 11, with Huihan Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Top Performers - Huihan Co., Ltd. (301600) closed at 134.60, up 20.00% with a trading volume of 74,600 shares and a transaction value of 956 million [1] - Shuguang Digital Innovation (872808) closed at 103.61, up 13.76% with a trading volume of 103,100 shares [1] - Zhongke Shuguang (603019) closed at 92.09, up 10.00% with a trading volume of 895,200 shares [1] - Chunzong Technology (603516) closed at 137.09, up 10.00% with a trading volume of 148,600 shares [1] Market Capital Flow - The computer equipment sector saw a net inflow of 2.906 billion yuan from institutional investors, while retail investors experienced a net outflow of 1.306 billion yuan [2] - The main stocks with significant net inflows included Zhongke Shuguang with 1.795 billion yuan and Langchao Information with 629 million yuan [3] Individual Stock Performance - Huihan Co., Ltd. had a net inflow of 112 million yuan from institutional investors, but a net outflow of 130 million yuan from retail investors [3] - Zhongke Shuguang had a net inflow of 1.795 billion yuan, representing 22.61% of its total trading volume [3] - Langchao Information experienced a net inflow of 629 million yuan, accounting for 8.48% of its trading volume [3]

Core Insights - Huihan Co., Ltd. has shown a slight increase in stock price by 0.82% on September 10, with a trading volume of 99.52 million yuan [1] - The company reported a net financing outflow of 5.17 million yuan on the same day, with a total financing and securities balance of 214 million yuan [1][2] - For the first half of 2025, Huihan Co., Ltd. achieved a revenue of 451 million yuan, representing a year-on-year growth of 4.84%, and a net profit of 93.83 million yuan, up 26.33% year-on-year [2] Financing and Trading Activity - On September 10, the financing buy amount was 8.63 million yuan, while the financing repayment was 13.80 million yuan, resulting in a net financing buy of -5.17 million yuan [1] - The current financing balance of 214 million yuan accounts for 7.29% of the company's market capitalization [1] - The short selling activity on the same day included a repayment of 300 shares and a sale of 100 shares, with a total selling amount of 11,200 yuan [1] Company Overview - Huihan Co., Ltd. is located in Fuzhou, Fujian Province, and was established on July 11, 2008, with its listing date set for September 11, 2024 [1] - The company's main business involves the research, development, production, and sales of vehicle networking smart terminals and IoT smart modules, along with providing software and technical services [1] - The revenue composition of the company includes 74.71% from vehicle networking smart terminals, 18.17% from IoT smart modules, 7.00% from software and services, and 0.12% from other sources [1] Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders for Huihan Co., Ltd. reached 14,600, an increase of 5.43% from the previous period [2] - The average number of circulating shares per shareholder increased by 41.32% to 1,791 shares [2] - The top circulating shareholder is the Southern CSI 1000 ETF, holding 292,600 shares, while Hong Kong Central Clearing Limited is the third-largest shareholder with 251,100 shares, a decrease of 11,700 shares from the previous period [2]

Core Viewpoint - Huihan Co., Ltd. experienced a decline of 4.78% in stock price on September 8, with a trading volume of 212 million yuan, indicating potential market volatility and investor sentiment concerns [1]. Financing Summary - On September 8, Huihan Co., Ltd. had a financing buy-in amount of 23.69 million yuan and a financing repayment of 31.52 million yuan, resulting in a net financing outflow of 7.83 million yuan [1]. - As of September 8, the total financing and securities lending balance for Huihan Co., Ltd. was 212 million yuan, with a current financing balance of 211 million yuan, accounting for 7.02% of the circulating market value [1]. - The company had a securities lending repayment of 300 shares on September 8, with no shares sold, and a remaining securities lending balance of 4,800 shares valued at 552,800 yuan [1]. Business Performance - As of June 30, the number of shareholders for Huihan Co., Ltd. was 14,600, an increase of 5.43% from the previous period, with an average of 1,791 circulating shares per shareholder, up by 41.32% [2]. - For the first half of 2025, Huihan Co., Ltd. reported a revenue of 451 million yuan, representing a year-on-year growth of 4.84%, and a net profit attributable to shareholders of 93.83 million yuan, reflecting a growth of 26.33% [2]. - Since its A-share listing, Huihan Co., Ltd. has distributed a total of 175 million yuan in dividends [2]. Shareholding Structure - As of June 30, 2025, the largest circulating shareholder of Huihan Co., Ltd. was the Southern CSI 1000 ETF, holding 292,600 shares as a new shareholder [2]. - The third-largest circulating shareholder was Hong Kong Central Clearing Limited, holding 251,100 shares, which decreased by 11,700 shares compared to the previous period [2]. - Other notable shareholders included the Huaxia CSI 1000 ETF and West China Event-Driven Stock A, both of which were new entrants in the top ten circulating shareholders [2].

Core Points - Huihan Co., Ltd. (301600) announced the release of certain shares that were previously restricted from trading prior to its initial public offering [1] - The number of shareholders involved in this release is four, with a total of 6.109 million shares being unlocked, representing 5.84% of the company's total share capital [1] - After the release, the actual number of shares available for trading will be 5.364 million, which accounts for 5.13% of the total share capital [1] - The shares will be available for trading starting from September 11, 2025 [1]

证券代码：301600 证券简称：慧翰股份 公告编号：2025-030 慧翰微电子股份有限公司 关于部分首次公开发行前已发行股份上市流通提示性公告 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、本次解除限售股份为慧翰微电子股份有限公司（以下简称"公司"）首次 公开发行前已发行的部分股份； 2、本次解除限售的股东数 4 名，解除限售股份数量为 610.9 万股，占公司 总股本 5.84%；本次解除限售后实际可上市流通的股份数量为 536.4 万股，占公 司总股本 5.13%； 3、本次解除限售股份上市流通日为 2025 年 9 月 11 日（星期四）。 一、首次公开发行前已发行股份概况 根据中国证券监督管理委员会（以下简称"中国证监会"）《关于同意慧翰微 电子股份有限公司首次公开发行股票注册的批复》（证监许可〔2024〕885 号）， 公司首次公开发行人民币普通股（A 股）股票 1755 万股，并于 2024 年 9 月 11 日在深圳证券交易所创业板上市。首次公开发行股票完成后公司总股本为 7015 万股。其中：无限售条件流通股为 1755 ...

广发证券股份有限公司 关于慧翰微电子股份有限公司 部分首次公开发行前已发行股份上市流通的核查意见 广发证券股份有限公司（以下简称"保荐机构"）作为慧翰微电子股份有限 公司（以下简称"慧翰股份"或"公司"）首次公开发行股票并在创业板上市持 续督导阶段的保荐机构，根据《证券发行上市保荐业务管理办法》《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》等有关规定，对慧翰股份部分首次公开发行前已发行 股份上市流通事项进行了核查，具体情况如下： 一、首次公开发行前已发行股份概况 根据中国证券监督管理委员会（以下简称"中国证监会"）《关于同意慧翰 微电子股份有限公司首次公开发行股票注册的批复》（证监许可〔2024〕885 号）， 公司首次公开发行人民币普通股（A 股）股票 1,755 万股，并于 2024 年 9 月 11 日在深圳证券交易所创业板上市。首次公开发行股票完成后公司总股本为 7,015 万股。其中：无限售条件流通股为 1,755 万股，占发行后总股本的比例为 25.02%， 有限售条件流通股为 5,260 万股，占发行后总股本的比例为 74.98 ...