中广核核技术发展股份有限公司 关于部分限售股份上市流通的提示性公告 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 导性陈述或者重大遗漏。 重要内容提示： 1.本次解除限售的流通股涉及股东 25 名，解除限售股份数量为 43,393,059 股，占公司总股本的 4.5898%； 2.本次解除限售的流通股上市日期为 2025 年 7 月 1 日。 一、本次解除限售股份的基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于核准中国大 连国际合作（集团）股份有限公司向中广核核技术应用有限公司等发行股份购买 资产并募集配套资金的批复》（证监许可[2016]2412 号）核准，中广核核技术 发展股份有限公司（原"中国大连国际合作（集团）股份有限公司"，以下简称 "中广核技"、"公司"、"上市公司"或"大连国际"）向中广核核技术应用 有限公司（以下简称"中广核核技术"）等四十六名交易对方发行 478,993,166 股人民币普通股（A 股）购买资产，同时向七家配套融资方非公开发行不超过 267,686,421 股人民币普通股（A 股）募集本次发行股份购买资产的配套资金（以 下简称 ...

中德证券有限责任公司关于中广核核技术发展股份有限公司 发行股份购买资产并募集配套资金暨关联交易之 部分限售股解禁的核查意见 中德证券有限责任公司（以下简称"中德证券"、"独立财务顾问"）作为中 广核核技术发展股份有限公司（以下简称"中广核技"、"大连国际"或"公司"） 发行股份购买资产并募集配套资金暨关联交易的独立财务顾问，根据《公司法》、 《证券法》、《上市公司重大资产重组管理办法》、《深圳证券交易所股票上市规则》 等有关规定的相关要求，对中广核技发行股份购买资产并募集配套资金暨关联交 易的部分限售股份解禁事项进行了核查，具体情况如下： 一、本次解除限售股份的基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于核准中国大连 国际合作（集团）股份有限公司向中广核核技术应用有限公司等发行股份购买资 产并募集配套资金的批复》（证监许可[2016]2412 号）核准，中广核核技术发展 股份有限公司（原"中国大连国际合作（集团）股份有限公司"，以下简称"中 广核技"、"公司"、"上市公司"或"大连国际"）向中广核核技术应用有限公司 （以下简称"中广核核技术"）等四十六名交易对方发行 478,993,16 ...

Economic News - The Chinese government is focusing on maintaining international economic cooperation and promoting high-quality development through multilateral organizations such as APEC and BRICS [1] - In May, national lottery sales reached 57.036 billion yuan, a year-on-year increase of 19.8%, driven by increased sports events [1] - The People's Bank of China conducted a 300 billion yuan MLF operation to maintain liquidity in the banking system, resulting in a net injection of 118 billion yuan for June [1] - The Ministry of Commerce announced that foreign investment enterprises must report their domestic investment information, with pilot regions including Jiangsu and Shanghai [1] Company Insights - China Construction Bank issued 11.589 billion shares to raise 105 billion yuan [5] - Guoxuan High-Tech's all-solid-state battery is in the trial production stage, with samples sent to customers for testing [5] - Changchun Technology expects a net profit growth of 67.54% to 95.46% in the first half of 2025 [5] - Nanjing Commercial Travel plans to acquire 100% equity of Nanjing Huangpu Hotel through share issuance and cash payment [5] - Tianji Co., Ltd. is progressing with research and testing related to lithium sulfide [5] Industry Analysis Food and Beverage Sector - The food and beverage sector is experiencing a price-driven asset pricing model, with demand-side changes significantly impacting pricing and profitability [6] - The overall market sentiment is expected to improve in the second half of the year, with a focus on cyclical sectors like liquor and new consumption trends [7] - Key recommendations include companies like Kweichow Moutai, Yili, and Jin Zai Foods, which are expected to benefit from channel advantages and performance reversals [7] Home Furnishing Sector - The home furnishing market is supported by national subsidies, although real estate sales are declining [8] - The home furnishing retail sales grew by 25.6% in May, driven by subsidies, while exports are under pressure [8] - Recommended companies include Gujia Home, Sophia, and Zhibang Home, which have strong dividend yields and brand advantages [8] Textile and Apparel Sector - The textile and apparel industry is seeing a slow recovery in domestic sales, with a 6.4% year-on-year increase in retail sales in May [9] - Investment focus should be on quality brands like Hailan Home and Fuanna, as well as sports brands like Anta, which are expanding internationally [9] - Textile exports showed a slight increase of 2.5% in the first five months, while apparel exports decreased by 0.5% [9]

Core Viewpoint - The domestic high-performance silicon photomultiplier (SiPM) has achieved significant breakthroughs in localization, marking a successful end to foreign monopolies in this field [1][2]. Group 1: Company Achievements - China General Nuclear Power Corporation's subsidiary, CGN Technology Development Co., Ltd., has successfully established a SiPM packaging production line with a device yield exceeding 90% [2]. - The successful production line fills the gap in domestic high-performance SiPM products, providing strong support for the stability of the industrial chain [4]. - The production line has passed EU RoHS certification and is on track to obtain ISO certification, laying a solid foundation for large-scale application and market expansion [4]. Group 2: Market Potential and Applications - SiPMs are widely used in advanced fields such as nuclear medical imaging, nuclear measurement and control equipment, high-energy physics research, and biological sciences due to their high sensitivity, low noise, and low power consumption [4]. - The domestic SiPM market has long been dominated by foreign companies, and achieving self-control of core components has been included in national development plans [4]. Group 3: Future Plans and Strategies - The company aims to continuously optimize and enhance SiPM product performance based on market demand and customer feedback, focusing on building core competitiveness [6]. - CGN Technology Development Co., Ltd. is committed to becoming a leader in the non-power nuclear technology application industry and is exploring new models for mixed-ownership development [7].

中京光电生产的高性能硅光电倍增器 硅光电倍增器作为核心光电转换器件，因其高灵敏度、低噪声、低功耗等显著优势，在核医疗影像、核 测控装备、高能物理研究、生物科学等前沿领域应用广泛，潜力巨大。此前，国内硅光电倍增器市场长 期被国外企业主导，实现相关核心元器件自主可控已被明确列入国家《核技术应用产业高质量发展三年 行动方案(2024-2026)》。 近日，我国高性能硅光电倍增器(SiPM)国产化取得重大突破。记者从中广核核技术发展有限公司获悉， 由其旗下中广核京师光电科技(天津)有限公司打造的高性能硅光电倍增器封装产线成功通线，并提前达 成器件良率超90%的目标，标志着国内高性能硅光电倍增器产品实现国产化，打破国外长期垄断局面。 工作人员正在光刻间操作设备 为攻克这一技术，中广核技（000881）携手北京师范大学共同设立中京光电，以完全拥有自主知识产权 的外延电阻淬灭(EQR)硅光电倍增器、位置灵敏硅光电倍增器等技术为抓手，积极推动科技成果转化。 此次产线成功通线及高良率目标的达成，有效填补了国内高性能硅光电倍增器产品的空白，为产业链安 全稳定提供了有力保障。 中京光电总经理王晓峰表示，"半导体光敏传感器量产对环境 ...

截至6月24日收盘，PEEK材料概念上涨3.87%，位居概念板块涨幅第6，板块内，31股上涨，兄弟科技 涨停，双林股份、唯科科技、新瀚新材等涨幅居前，分别上涨9.41%、8.36%、7.34%。跌幅居前的有中 广核技、盛帮股份等，分别下跌3.31%、2.09%。 今日涨跌幅居前的概念板块 | 301196 | 唯科科 | 8.36 | 9.1 1 | 2788.99 | 7.30 | | --- | --- | --- | --- | --- | --- | | | 技 | | | | | | 600143 | 金发科 | 3.43 | 1.43 | 2694.30 | 7.1 1 | | | 技 | | | | | | 002850 | 科达利 | 1.80 | 2.06 | 1830.72 | 4.00 | | 002886 | 沃特股 | 3.42 | 4.41 | 1721.56 | 10.03 | | | 份 | | | | | | 688716 | 中研股 份 | 7.28 | 9.19 | 1499.02 | 6.96 | | 003022 | 联泓新 | 3.69 | 0.68 | 1279. ...

Core Insights - Significant breakthrough in the domestic production of high-performance Silicon Photomultiplier (SiPM) in China, marking the end of foreign monopoly in this sector [1] - The successful establishment of the SiPM packaging production line by China General Nuclear Power Corporation (CGN) and its subsidiary, CGN Beijing Institute of Optoelectronics Technology, achieving over 90% yield rate [1] Group 1 - SiPM is a core optoelectronic conversion device with advantages such as high sensitivity, low noise, and low power consumption, widely used in nuclear medical imaging, nuclear measurement and control equipment, high-energy physics research, and biological sciences [1] - The domestic SiPM market has been dominated by foreign companies until now, highlighting the importance of this development for national security and technological independence [1] Group 2 - The company invested in building a high-standard cleanroom with a cleanliness level of up to 100, and designed a high-level packaging production line that integrates standardized production and quality control [2] - Future plans include optimizing SiPM product performance based on market demand and customer feedback, while focusing on market expansion in relevant fields to enhance core competitiveness and ensure the resilience and safety of the industrial chain [2]

【导读】市场回暖，低开高走 A股低开高走 6月23日，亚洲市场早盘遭遇些许恐慌情绪，中东战火蔓延以及石油供应中断将对东亚石油进口国造成冲击，但随后情绪转暖，股市投资者 似乎并不太担心。 A股市场全天低开高走，三大指数集体上涨。截至收盘沪指涨0.65%，深成指涨0.43%，创业板指涨0.39%。 市场共4446只个股上涨，84只个股涨停，844只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 其中 涨停 | 84 | | | 涨幅 > 7% | 150 | | | 涨幅 5-7% | 163 | | | 涨幅 3-5% | 629 | | | 涨幅 0-3% | | 3504 | | 跌幅 0-3% | 776 | | | 跌幅 3-5% | 45 | | | 跌幅 5-7% | 15 | | | 跌幅 > 7% | 8 | | | 其中 跌停 | 1 | | | 上涨家数 | | 4446 | | 下跌家数 | 844 | | | 平盘停牌 | 130 | | | 总品种数 | | 5420 | | 总成交额 | | 11469.22亿 | | 总成交量 | | ...

Market Overview - A-shares and Hong Kong stocks in the chip and semiconductor sector experienced significant gains, with the A-share market showing mixed results overall [1][3] - As of the morning close on June 23, the Shanghai Composite Index rose by 0.15%, while the Shenzhen Component Index and the ChiNext Index fell by 0.16% and 0.33%, respectively [4][3] Sector Performance - The chip and semiconductor equipment concept stocks led the market with gains exceeding 1%, with specific stocks like Wavelength Optoelectronics hitting a 20% limit up, and others like Yubo Technology and Huacan Optoelectronics rising over 11% [5][6] - The coal sector was the top performer among various sectors, with gains exceeding 1%, followed by oil and petrochemicals, national defense, and non-ferrous metals [4] Individual Stock Highlights - China Tianrui Cement saw a dramatic increase, with its stock price rising over 60% at one point, following the announcement of a turnaround in its annual performance, reporting a profit of 279 million yuan for the year ending December 31, 2024, compared to a loss of 634 million yuan the previous year [10] - Pacific Shipping also experienced a significant rise, with its stock price increasing by over 20% after announcing the issuance of 28.626 million shares as part of its share award plan [11] Risk and Volatility - Several stocks, including Changcheng Military Industry and Maohua Shihua, have seen consecutive limit-up trading days, indicating high volatility and investor interest [7][8] - Changcheng Military Industry issued a risk warning due to a cumulative stock price increase of 37.06% over a short period, highlighting the potential for significant price corrections [8]

Core Viewpoint - Ningbo Nengzhiguang has successfully passed the listing committee review of the Beijing Stock Exchange, marking a significant milestone in its IPO journey, which began on June 26 of the previous year [1] Financial Performance - The company achieved revenues of 529 million, 555 million, and 569 million in 2021, 2022, and 2023 respectively, with net profits of 24.145 million, 21.864 million, and 49.807 million, showing substantial growth in 2023 [2] - For 2024, the company expects to generate 610 million in revenue with a gross margin of 17% and a net profit of 55.94 million [2] - In the first half of 2025, the company anticipates revenues of 301 million, representing a year-on-year growth of 2.61%, and a non-GAAP net profit of approximately 26.99 million, with a growth rate of 3.39% [2] IPO and Fundraising - The company plans to raise approximately 160 million for the expansion of its functional polymer materials production project, the construction of a research and development center, and working capital [2] Production Capacity and Utilization - The production capacity for Ningbo is set at 30,000 tons for 2024, with an actual output of 33,911.62 tons in 2023, resulting in a utilization rate of 113.04% [4] - The production capacity for Ganzhou is 19,639.50 tons, with an output of 14,913.69 tons in 2023, leading to a utilization rate of 75.94% [4] Product Portfolio - The company specializes in functional polymer products such as compatibilizers, toughening agents, and adhesive resins, which are widely used in modified plastics, composite materials, and high-performance films [4] - Current research and development focus includes flame-retardant toughening agents for nylon, high-performance lithium battery separators, and modified polypropylene wax [5] Client Base - The company serves notable clients including Kingfa Technology, Prit, and Zhongtian Technology, while also expanding its reach to global giants like LG and BASF [3] Market Trends - The shift from P-type to N-type solar cells and advancements in technologies like LECO are driving demand for new encapsulation materials, which presents growth opportunities for the company in the photovoltaic functional materials sector [11]