Group 1 - The A-share storage chip sector has seen significant gains, with companies like Jingzhida rising over 7% [1] - Other companies such as Kexiang Co., Shentek, Guoao Technology, and Lierda also experienced upward movement in their stock prices [1] - Changxin Storage, a major domestic DRAM memory chip manufacturer, has initiated the process for its IPO guidance [1]

Group 1: Economic Overview - The National Development and Reform Commission has allocated over 300 billion yuan to support the third batch of "two heavy" construction projects for 2025, completing the 800 billion yuan project list for this year [1] - Major engineering projects are accelerating in various regions, with a focus on power grid upgrades, rail transportation, and high-end energy equipment [1][5] - Infrastructure investment from January to May increased by 5.6% year-on-year, contributing 34.5% to overall investment growth [4] Group 2: Project Progress - The Beijing Urban Sub-center Station, Asia's largest underground comprehensive transportation hub, is nearing completion, with 95% of the main construction decoration finished [1] - In Lanzhou, Gansu Province, 493 projects have been planned with a total investment of 104.5 billion yuan, and 3 billion yuan in national funding has leveraged 6.6 billion yuan in investments [2] Group 3: Investment Trends - There is a notable increase in investments in new industries and models, particularly in sectors like new energy vehicles, intelligent driving, and artificial intelligence [6][5] - Manufacturing investment from January to May grew by 8.5%, with high-tech manufacturing sectors like aerospace and computer equipment seeing significant increases [6] Group 4: Policy Support - The macroeconomic policies are effectively boosting confidence, with the completion of the 800 billion yuan "two heavy" project list expected to further drive investment in the second half of the year [7] - The central government's investment support in the water conservancy sector has been increased by an average of 20 percentage points, expanding the scope of support [7][8]

Group 1 - The State Council Information Office will hold a press conference to introduce the achievements of the China (Shanghai) Free Trade Zone in aligning with international high-standard economic and trade rules, as well as the replication and promotion of these results [1] - The press conference will feature officials from the Ministry of Commerce, Shanghai Municipal Government, People's Bank of China, and Customs [1] Group 2 - A total of 12 companies will have their restricted shares unlocked today, with a combined unlock volume of 102 million shares, amounting to a market value of 2.991 billion yuan [2] - The companies with the largest unlock volumes include Drivetrain, Shengyi Technology, and Wancheng Group, with unlock shares of 57.02 million, 23.16 million, and 7.63 million respectively [2] - The companies with the highest unlock market values are Wancheng Group, Shengyi Technology, and Drivetrain, with values of 1.252 billion, 692 million, and 599 million yuan respectively [2] Group 3 - Thirteen companies have disclosed their stock repurchase progress, with three companies announcing new repurchase plans and five companies reporting on the implementation of their repurchase plans [3] - The new repurchase plans include Solar Energy, Triangle Defense, and Jingzhida, with proposed repurchase amounts of up to 200 million, 61.82 million, and 50 million yuan respectively [3] - The companies with the highest repurchase amounts implemented include Hongying Intelligent, Huachangda, and Delisted Haiyue, with repurchase amounts of 33.3848 million, 29.8329 million, and 28.7863 million yuan respectively [3] Group 4 - A total of 525.9 billion yuan in 7-day reverse repos will mature today, following a central bank operation conducted on June 27 at an interest rate of 1.40% [4]

Core Viewpoint - The company has announced an adjustment to the maximum repurchase price of its shares following the implementation of the 2024 annual equity distribution, reducing it from RMB 120.34 per share to RMB 120.02 per share, effective from July 10, 2024 [1][2][3] Summary by Sections 1. Basic Information on Share Repurchase - The company plans to repurchase its A-shares using its own funds, with a total repurchase amount between RMB 30 million and RMB 50 million, and the repurchase period is set for 12 months from the board's approval date [1] 2. Reasons for Adjusting the Maximum Repurchase Price - The adjustment is based on the principle of maintaining the total distribution amount while adjusting the per-share distribution ratio, with a cash dividend of RMB 0.31910 per share to be distributed to shareholders, totaling RMB 29,884,760.69 [2][3] 3. Details of the Price Adjustment - The new maximum repurchase price is calculated as follows: (previous maximum price - cash dividend per share) ÷ (1 + change in circulating shares ratio). The circulating shares ratio remains 0 as there are no changes in circulating shares [2][3] 4. Other Matters - Aside from the price adjustment, all other aspects of the share repurchase plan remain unchanged, and the company will comply with relevant regulations during the repurchase period [4]

证券代码：688627 证券简称：精智达 公告编号：2025-059 深圳精智达技术股份有限公司 关于 2024 年年度权益分派实施后 调整回购股份价格上限的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 回购价格上限调整起始日：2024 年 7 月 10 日（2024 年年度权益分派除 权除息日） 一、回购股份的基本情况 深圳精智达技术股份有限公司（以下简称"公司"）于 2025 年 3 月 10 日召 开第三届董事会第二十六次会议，审议通过了《关于以集中竞价交易方式回购公 司股份方案的议案》，同意公司使用自有资金以集中竞价交易方式回购公司已发 行的部分人民币普通股（A 股）股票，用于股权激励或员工持股计划。本次回购 资金总额不低于人民币 3,000 万元（含），不超过人民币 5,000 万元（含），回 购价格不超过人民币 120.34 元/股（含）。回购期限为自公司董事会审议通过回 购股份方案之日起 12 个月内。具体内容详见公司于 2025 年 3 月 12 日在上海证 券交易所网站（www.s ...

中信建投证券股份有限公司 关于深圳精智达技术股份有限公司 差异化分红事项的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"、"保荐机构"） 作为深圳精智达技术股份有限公司（以下简称"精智达"、"公司"）首次公开 发行股票并在科创板上市的保荐机构，根据《中华人民共和国公司法》《中华人 民共和国证券法》《证券发行上市保荐业务管理办法》《上海证券交易所上市公 司自律监管指引第7号——回购股份》以及上海证券交易所自律监管指南等相关 规定，对精智达2024年度利润分配涉及的差异化分红事项进行了核查，具体情况 如下： 一、本次实施差异化权益分派的原因 公司于2024年3月5日召开第三届董事会第十七次会议，审议通过了《关于以 集中竞价交易方式回购公司股份方案的议案》，同意公司以自有资金通过上海证 券交易所交易系统以集中竞价交易方式回购已发行的部分人民币普通股（A股） 股票，回购股份拟在未来适宜时机用于股权激励或员工持股计划，回购资金总额 不低于人民币3,000万元（含），不超过人民币5,000万元（含），回购价格不超 过人民币83.57元/股（含）。回购期限为自公司董事会审议通过回购股份方案之 日起12个月内。 ...

证券代码：688627 证券简称：精智达 公告编号：2025-058 深圳精智达技术股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/7/9 | 2025/7/10 | 2025/7/10 | 一、 通过分配方案的股东会届次和日期 本次利润分配方案经深圳精智达技术股份有限公司（以下简称"公司"）2025 年 5 月 30 日的2024年年度股东会审议通过。 二、 分配方案 1. 发放年度：2024年年度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关 法律法规、规范性文件的规定，公司回购专用证券账户中的股份不享有股东会表 是否涉及差异化分红送转：是 每股分配比例 每股现金红 ...

证券代码：688627 证券简称：精智达 公告编号：2025-057 深圳精智达技术股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律 责任。 重要内容提示： 股东持股的基本情况 本次减持计划实施前，深圳国中中小企业发展私募股权投资基金合伙企业 （有限合伙）（以下简称"中小企业基金"）持有深圳精智达技术股份有限公司（以 下简称"公司"）股份 5,230,902 股，占公司总股本的比例为 5.56%。上述股份来 源于公司首次公开发行前持有的股份，且已于 2024 年 7 月 18 日解除限售并上市 流通。 1 减持计划的实施结果情况 公司于 2025 年 3 月 24 日在上海证券交易所网站（www.sse.com.cn）披露了 《关于持股 5%以上股东减持股份计划公告》（公告编号：2025-022）。中小企业 基金拟通过大宗交易及集中竞价的方式减持公司股份数量不超过 940,118 股，即 不超过公司总股本的 1%。 近日，公司收到中小企业基金出具的《股东减持股份结果告知函》，截至 20 ...

二、 回购股份的进展情况 证券代码：688627 证券简称：精智达 公告编号：2025-056 深圳精智达技术股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/3/12 | | --- | --- | | 回购方案实施期限 | 待董事会审议通过后 个月 12 | | 预计回购金额 | 3,000万元~5,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | 累计已回购股数 | □为维护公司价值及股东权益 56.9149万股 | | 累计已回购股数占总股本比例 | 0.61% | | 累计已回购金额 | 4,016.70万元 | | 实际回购价格区间 | 60.53元/股~75.19元/股 | 一、 回购股份的基本情况 深圳精智达技术股份有限公司（以下简称"公司"）于 2025 年 3 月 10 日召 开第三届董事会第二十六次会议，审议通过了《关于以集中竞价交易方 ...

Core Viewpoint - The A-share market is experiencing narrow fluctuations, with the banking sector leading gains, and there is a strong demand for High Bandwidth Memory (HBM) driven by the rapid development of AI [1][2] Group 1: Market Performance - The A-share market showed a narrow range of fluctuations on July 1, with the banking sector again leading the gains [1] - The semiconductor ETF (588170) rose nearly 1% in early trading, with key stocks like Naiko Equipment and Zhongchuan Special Gas showing significant gains [1] Group 2: HBM Industry Insights - The demand for HBM is strong due to the rapid development of AI, with the market currently dominated by three overseas giants and almost no domestic production [1] - The manufacturing process of HBM is identified as a core barrier, emphasizing the importance of developing the entire industry chain [1] - The upstream of the HBM industry includes semiconductor raw materials and equipment suppliers, while the downstream applications are in AI, data centers, and high-performance computing [1] Group 3: Domestic HBM Production - The production of domestic HBM is deemed essential, with current production still in its early stages, presenting opportunities for upstream equipment and materials expansion [2] - Recommended companies for HBM equipment include Jingzhida, Huahai Qingke, and Chipsource, while material companies include Dinglong Co. and Yake Technology [2] - The semiconductor equipment and materials industry is a key area for domestic substitution, benefiting from low domestic production rates and high potential for replacement [2]