格隆汇8月17日丨华虹半导体(01347.HK)公布，为解决IPO承诺的同业竞争事项，该公司正在筹划以发行 股份及支付现金的方式购买上海华力微电子有限公司(以下简称"华力微")控股权，同时配套募集资金。 因本次交易尚存在不确定性，为了保证公平信息披露、维护投资者利益，避免对公司股价造成重大影 响，根据上海证券交易所的相关规定，经公司申请，公司股票(证券简称：华虹公司，证券代码： 688347)自2025年8月18日(星期一)开市起开始停牌，预计停牌时间不超过10个交易日。 本次收购标的资产为上海华力微电子有限公司所运营的与华虹公司在65/55nm和40nm存在同业竞争的资 产(华虹五厂)所对应的股权。目前，该标的资产正处于分立阶段。 ...

Core Viewpoint - Huahong Semiconductor (01347) is planning to acquire a controlling stake in Shanghai Huahong Microelectronics through a combination of issuing shares and cash payments to resolve competition issues related to its IPO commitments [1] Group 1: Acquisition Details - The acquisition target is the equity corresponding to the assets of Shanghai Huahong Microelectronics that compete with Huahong Semiconductor in the 65/55nm and 40nm segments [1] - The assets involved in the acquisition are currently in the process of being separated [1] Group 2: Stock Suspension - To ensure fair information disclosure and protect investor interests, Huahong Semiconductor's stock (ticker: Huahong Company, stock code: 688347) will be suspended from trading starting August 18, 2025, for a period not exceeding 10 trading days [1]

据悉，本次收购标的资产为上海华力微电子有限公司所运营的与华虹公司在65/55nm和40nm存在同业竞 争的资产(华虹五厂)所对应的股权。目前，该标的资产正处于分立阶段。 智通财经APP讯，华虹半导体(01347)发布公告，为解决IPO承诺的同业竞争事项，该公司正在筹划以发 行股份及支付现金的方式购买上海华力微电子有限公司(以下简称"华力微")控股权，同时配套募集资 金。 因本次交易尚存在不确定性，为了保证公平信息披露、维护投资者利益，避免对公司股价造成重大影 响，根据上海证券交易所的相关规定，经公司申请，公司股票(证券简称：华虹公司，证券代码： 688347)自2025年8月18日(星期一)开市起开始停牌，预计停牌时间不超过10个交易日。 ...

Core Viewpoint - Kingsray Biotechnology (01548) reported a significant increase in revenue and a reduction in losses for the six months ending June 30, 2025, indicating strong operational performance and strategic investments in innovation and marketing [1] Financial Performance - Revenue from continuing operations reached $519 million, an increase of 81.92% year-on-year [1] - Loss attributable to equity holders narrowed to $25.462 million, a reduction of 85.46% year-on-year [1] - Basic loss per share was 1.18 cents [1] Segment Performance - Revenue from life sciences services and products was approximately $248 million, up 11.3% from about $222 million in the previous period [1] - Adjusted gross profit was approximately $126 million, an increase of 5.3% from about $120 million [1] - Adjusted gross margin slightly decreased from 53.9% to 51.0% [1] - Adjusted operating profit decreased slightly from approximately $47.8 million to about $46.4 million [1] Growth Drivers - Revenue and adjusted gross profit growth were primarily driven by: - Platform innovation and automation upgrades, particularly in protein and gene editing platforms, leading to reliable, fast, and high-quality service and product delivery [1] - Enhanced operational efficiency at production bases in mainland China, Singapore, and the United States [1] - Targeted activities and brand revitalization efforts to improve customer engagement [1] - The decrease in adjusted operating profit was attributed to increased investments in marketing transformation and research and development activities aimed at building long-term competitiveness [1]

Core Viewpoint - Kingsoft Biotech (01548) reported a significant increase in revenue and a reduction in losses for the six months ending June 30, 2025, indicating strong operational performance and strategic investments in innovation and marketing [1] Financial Performance - Revenue from continuing operations reached $519 million, a year-on-year increase of 81.92% [1] - Loss attributable to equity holders of the parent company narrowed to $25.462 million, a reduction of 85.46% year-on-year [1] - Basic loss per share was 1.18 cents [1] Segment Performance - Revenue from life sciences services and products was approximately $248 million, up 11.3% from about $222 million in the previous period [1] - Adjusted gross profit was around $126 million, an increase of 5.3% from approximately $120 million [1] - Adjusted gross margin slightly decreased from 53.9% to 51.0% [1] - Adjusted operating profit decreased from about $47.8 million to approximately $46.4 million [1] Growth Drivers - Revenue and adjusted gross profit growth were primarily driven by: - Platform innovation and automation upgrades, particularly in protein and gene editing platforms, leading to reliable, fast, and high-quality service and product delivery [1] - Enhanced operational efficiency at production bases in mainland China, Singapore, and the United States [1] - Targeted activities and brand revitalization efforts to improve customer engagement [1] - The decrease in adjusted operating profit was attributed to increased investments in marketing transformation and research and development activities aimed at building long-term competitiveness [1]

Core Insights - Sinopec Engineering's revenue for the first half of 2025 reached 31.559 billion RMB, representing a year-on-year increase of 10.1% [1] - The gross profit was 2.599 billion RMB, up 3.6% year-on-year, while the net profit attributable to shareholders was 1.384 billion RMB, reflecting a 4.8% increase [1] - The company proposed an interim dividend of 0.16 RMB per share [1] Revenue Drivers - The revenue increase was primarily driven by large projects such as Huajin, Mango Ethylene, Jihua's transformation and upgrading, and Saudi Riyas entering peak construction or settlement phases [1] Technological Advancements - The company continued to promote technological innovation, signing new contracts for technology development, licensing, and transformation amounting to 720 million RMB, indicating a sustained improvement in research and development capabilities [1] - The technological leadership has positively impacted front-end business and EPC (Engineering, Procurement, and Construction) revenue, leading to steady growth and an increasing proportion of total revenue [1] Contractual Performance - The total value of new contracts signed during the reporting period was 71.158 billion RMB, a significant year-on-year increase of 42.1% [1] - As of the end of the reporting period, the company's uncompleted contract value stood at 212.276 billion RMB, a 22.9% increase compared to December 31, 2024, covering approximately 3.3 times the total revenue of 64.198 billion RMB for the entire year of 2024 [1]

又一家A股公司实控人、董事长被留置。 国泰环保（301203）8月17日晚间公告，公司近日收到杭州市临平区监察委员会签发的关于公司控股股东、实际控制人、董事长陈柏校的《留置通知书》 和《立案通知书》，陈柏校被立案调查并实施留置。 在公告中，国泰环保称，公司拥有完善的治理结构及内部控制机制，将按照相关法律法规和相关制度规范运作，公司董事会运作正常，生产经营管理情况 正常，公司及下属子公司生产经营稳步推进。上述事项不会对公司正常生产经营产生重大不利影响。 "截至本公告披露日，公司尚未知悉上述事项的进展及结论。"国泰环保表示，公司将持续关注后续进展，对相关工作进行妥善安排，并按照有关法律、法 规的规定和要求，及时履行信息披露义务。 资料显示，国泰环保成立于2001年 ，是一家专业从事污泥处理与资源化、环境生态修复及资源循环利用的企业。2023年4月，国泰环保在深交所创业板上 市。 业绩方面，国泰环保2025年一季度实现营业总收入8721.46万元，同比上升6.11%；归母净利润为2659.28万元，同比下降19.66%。2024年，公司实现营业 收入3.16亿元，同比增长1.98%，其中污泥处理服务、成套设备销售业 ...

Core Insights - Sinopec Engineering (02386) reported a revenue of 31.559 billion RMB for the first half of 2025, representing a year-on-year increase of 10.1% [1] - Gross profit reached 2.599 billion RMB, up 3.6% year-on-year, while net profit attributable to shareholders was 1.384 billion RMB, reflecting a 4.8% increase [1] - The company proposed an interim dividend of 0.16 RMB per share [1] Revenue Drivers - The increase in revenue was primarily driven by large projects such as Huajin, Mango Ethylene, Jihua's transformation and upgrading, and Saudi Riyas entering peak construction or settlement phases [1] Technological Advancements - The company continued to promote technological innovation, signing new contracts for technology development, licensing, and transformation amounting to 720 million RMB, indicating a sustained improvement in research and development capabilities [1] - The leading technological advantages contributed to steady growth in front-end and EPC business revenues, with an improving revenue structure enhancing profitability amid intense market competition [1] Contractual Performance - The total value of new contracts signed during the reporting period was 71.158 billion RMB, marking a year-on-year increase of 42.1% [1] - As of the end of the reporting period, the company's backlog of uncompleted contracts stood at 212.276 billion RMB, a 22.9% increase compared to December 31, 2024, covering approximately 3.3 times the total revenue of 64.198 billion RMB for the entire year of 2024 [1]

本报告期内，集团持续推进科技创新，新签技术开发、技术许可及转化类合同额达到7.2亿元，科研创 效能力持续提升;技术先导优势带动前端类业务和EPC业务收入规模稳步增长、占比持续提升，收入结 构的持续改善使得公司在激烈的市场竞争中保持了较强的盈利韧性。 智通财经APP讯，中石化炼化工程(02386)发布2025年半年度业绩，收入315.59亿元(人民币，下同)，同 比增加10.1%;毛利25.99亿元，同比增加3.6%;股东应占溢利13.84亿元，同比增加4.8%;基本每股盈利0.32 元;拟派发中期股息每股0.16元。 公告称，收入增加主要是华锦、芒果乙烯、吉化转型升级、沙特 Riyas等大型项目进入建设或结算高峰 期。 本报告期内，集团新签订合同量为711.58亿元，同比增长42.1%。于本报告期末，集团的未完成合同量 为2,122.76亿元，较2024年12月31日增长22.9%，相较2024年全年收入641.98亿元实现覆盖约3.3倍。 ...

同日，斥资320万美元回购股份7.17万股，每股回购价格为44.25-44.77美元。 格隆汇8月17日丨百胜中国(09987.HK)公布，于2025年8月15日斥资626.17万港元回购股份1.79万股，每 股回购价格为348.2-353港元。 ...