Luster(SH:688400) Xuan Gu Bao·2025-12-22 12:06Suspension and Resumption - Duku Culture, Aolian Electronics, and Yichang Technology are planning a change in control, leading to stock suspension [1] - Xusheng Group's actual controller has changed to the Guangzhou Municipal Government, resulting in stock resumption [2] Share Buyback - Nanshan Aluminum plans to repurchase shares worth between 300 million to 600 million yuan for cancellation [3] Mergers and Acquisitions - China Nonferrous Metal Industry's subsidiary intends to acquire 99.9% of Raura Company for 106 million USD, with Raura's main assets being the Raura zinc polymetallic mine and a hydropower station in Peru [4] - Lingyi Technology plans to acquire 35% of Limin Da for 875 million yuan, focusing on advanced thermal management solutions for enterprise-level servers [4] External Investment and Daily Operations - Ultrasonic Electronics plans to invest 1 billion yuan in upgrading high-performance HDI printed circuit board production [5] - Nanya New Materials aims to raise no more than 900 million yuan for AI-powered high-frequency copper-clad laminate R&D and industrialization projects [6] - Lingyun Optical's subsidiary intends to act as a cornerstone investor in the IPO of Zhipu on the Hong Kong Stock Exchange [7] - Tongyu Communication's subsidiary plans to increase capital and introduce investors to enhance its satellite communication product development and operational funding [7] - Sanli Pharmaceutical intends to acquire the HXW2324 compound and related patents from Hainan University for developing new Alzheimer's treatment candidates [7] - Yongding Co., Ltd.'s optical chip subsidiary plans to increase capital and introduce external investors such as Cambridge Technology [8] - Xiangyu Medical's brain-computer interface products have entered over 500 top-tier hospitals, with a target of over 700 by the upcoming Spring Festival [9] - Dingyang Technology has released a 20 GHz high-bandwidth digital oscilloscope, the SDS8204A [10] - Suzhou Tianmai plans to establish a joint venture for server liquid cooling business [11] - Zhuoran Co., Ltd.'s subsidiary signed a supplementary agreement for a 4.033 billion yuan contract related to a biodegradable polyester project [11] - Ningbo Huaxiang's subsidiary signed a strategic cooperation agreement with Dahuang Robot for the development of specific six-degree-of-freedom dexterous hand products [12] - China Merchants Energy has delivered the world's first methanol dual-fuel VLCC oil tanker "Kaituo" in Dalian [13] - Xin Nuo Wei is establishing a joint venture focused on GLP-1 target-related products [14] - New Construction Co., Ltd. signed a framework cooperation agreement for an integrated energy security project at the Duolong Copper Mine in Tibet [15] - Xiechuang Data signed a strategic cooperation agreement with Puyin Financial Leasing, aiming for a cooperation scale of 2 billion yuan in computing power financing leasing [15] Performance Changes - Sanhua Intelligent Control expects a net profit of 3.874 billion to 4.649 billion yuan for 2025, representing a year-on-year growth of 25% to 50%, driven by its leading position in refrigeration and air conditioning components and expansion in the automotive parts sector [16]