认购股份相当于公司于本公告日期现有已发行股本约8.12%；及经配发及发行认购股份扩大的已发行股 本约7.51%。认购股份将根据一般授权发行。认购方(即无极资本管理有限公司)于中国香港及阿布扎比 设有双总部，并获证监会及阿布扎比全球市场(ADGM)金融服务监管局(FSRA)发牌。认购方由开曼群岛 控股公司Infini Capital Global全资拥有，其最终实益拥有人为认购方的创办人兼投资总监Tony Chin。 认购事项的所得款项总额将约为39亿港元，认购事项的所得款项净额合共将约为38.95亿港元。公司拟 按下列方式使用认购事项的所得款项净额：(i)20%(约7.79亿港元)用于集团业务的增长及扩张；(ii)60% (约23.37亿港元)用于战略性投资及收购以扩大集团的业务；及(iii)20%(约7.79亿港元)用作一般营运资金 用途(主要包括支付广告及宣传费用、员工成本、技术及开发服务费用及租金成本)。 格隆汇8月1日丨中国儒意(00136.HK)发布公告，2025年7月31日，公司与认购方订立认购协议，据此， 认购方已有条件同意认购，而公司已有条件同意以认购价每股认购股份3.00港元发行及配发合共1 ...

创梦天地(01119)再涨超9%，截至发稿，涨9.57%，报1.26港元，成交额2846.24万港元。 公开资料显示，PLR Worldwide Sales Limited主营业务为手机游戏的开发、多平台营销、分销及运营 等，主要产品有《梦幻花园》《梦幻家园》等，这两款游戏一直为创梦天地持续贡献较高的收益。董事 认为，资本化事项将引入长期合作的上游开发商成为战略股东；保留集团的现金流以应对其未来的业务 发展；及强化集团的财务状况。 消息面上，7月29日，创梦天地发布公告，与欧洲休闲游戏巨头Playrix旗下PLR Worldwide Sales Limited 签订资本化协议。后者将以每股1.024港元认购创梦天地约3808万股，投资总额3900万港元。交易完成 后，Playrix将持有创梦天地约2.11%股份。有市场人士认为，公司接受Playrix的入股，或许在为《卡拉 彼丘》的海外发行搭桥铺路。 ...

根据战略投资协议，京东与CECONOMY旨在推动CECONOMY的增长，并将继续保持其独立运营，加 快其向欧洲领先的全渠道消费电子产品平台转型。 这笔交易对CECONOMY的估值将达到约22亿欧元。（智通财经 汪维喆） 京东集团7月31日在港交所公告，决定通过全资间接附属公司JINGDONG Holding Germany GmbH向欧 洲消费电子产品零售商MediaMarkt及Saturn的母公司CECONOMY AG所有股东作出自愿公开收购要 约，以每股4.60欧元的现金对价收购CECONOMY的所有已发行及流通的不记名股份，并建立战略投资 伙伴关系。 出价方与CECONOMY亦已就收购要约及完成收购要约后双方的合作意向签订投资协议。此外，就未来 合作事宜，出价方与CECONOMY的最大股东，包括Convergenta Invest GmbH及相关股东已签订股东协 议，该协议的生效以收购要约的完成为前提。因此，收购要约完成后，Convergenta将持有25.35%的 CECONOMY股份。 ...

Market Performance - The main board led the gains with notable increases in stocks such as Jinyi Film (+10.04%), Ciwen Media (+10.00%), and Changfei Fiber (+10.00%) [1] - The ChiNext board saw significant growth, particularly in Xifeng Blue Sea (+20.00%) and Ashi Innovation (+11.82%) [1] - The Sci-Tech Innovation board was also strong, with Dongxin Co. (+17.33%) and Danghong Technology (+15.79%) leading the way [1] - Active sub-industries included SW Film and Animation Production (+2.43%) and SW Games III (+1.22%) [1] Domestic News - A semiconductor project by China Electronics Technology Group focusing on silicon carbide substrates has been launched, aiming to add 1 million mm of silicon carbide single crystal and 300,000 pieces of silicon carbide substrate capacity [1] - Huajin Technology announced plans to acquire a 6% stake in Crystal Integrated for approximately 2.393 billion yuan, aiming to enhance industry chain collaboration and strategic investment [1] - According to CINNO, the installation of central control CID in China's passenger cars reached 12.84 million units in the first half of 2025, a year-on-year increase of 12%, with a high installation rate of 98% [1] - Akita Micro's production base in Thailand has been established, focusing on core business areas including new flat panel display devices and embedded software development [1] Company Announcements - Haitai Ruisheng reported a reduction in shares by major shareholders, with a total of 399,950 shares sold, accounting for 0.66% of the total share capital [3] - Zhuoyi Information disclosed a reduction of 2,259,989 shares by a shareholder, representing 1.87% of the current total share capital [3] - Zhongke Software completed a share reduction plan, selling 16,620,800 shares, which is 2% of the total shares [3] - Fudan Microelectronics projected a revenue of approximately 1.82 billion to 1.85 billion yuan for the first half of 2025, reflecting a year-on-year increase of 1.44% to 3.12%, while net profit is expected to decrease by 39.67% to 48.29% [3] Overseas News - Hanmi Semiconductor expressed confidence in dominating the HBM4 market for high bandwidth memory bonding machines amid increasing competition [2] - Japan Display Inc. (JDI) has decided to sell its manufacturing equipment at the Mobara factory and terminate production operations early [2] - Canalys reported a 1% increase in U.S. smartphone shipments in Q2 2025 due to tariff concerns, with the proportion of U.S. smartphones assembled in China dropping from 61% to 25% [2] - EssilorLuxottica announced a 5.5% revenue growth to 14 billion euros (approximately 16.2 billion USD) in the first half of 2025, driven by a doubling in sales of Ray-Ban Meta AI glasses [2]

Core Viewpoint - Huqin Technology plans to strategically invest in Jinghe Integrated Circuit, marking its first foray into the semiconductor wafer manufacturing sector, aiming for vertical integration of "end products + chip manufacturing" [2][4] Group 1: Transaction Details - Huqin Technology will acquire 120 million shares of Jinghe Integrated Circuit, representing 6% of its total share capital, at a price of 19.88 yuan per share, totaling 2.393 billion yuan [2][3] - Prior to this transaction, Lichip Venture held 19.08% of Jinghe Integrated Circuit's shares, which will decrease to 13.08% post-transaction [3] Group 2: Strategic Implications - The investment is intended to deepen resource integration and collaboration along the industry chain, enhancing Huqin Technology's overall competitiveness and market position [5] - Huqin Technology will nominate one director to Jinghe Integrated Circuit, becoming a significant strategic shareholder and partner [2] Group 3: Company Profiles - Huqin Technology is a leading global smart product platform company, providing end-to-end services from product development to operational manufacturing, and is a major supplier for well-known global tech brands [4] - Jinghe Integrated Circuit is the third-largest wafer foundry in China, producing various semiconductor chips widely used in consumer electronics [4] Group 4: Market Context - Huqin Technology's revenue for 2024 is projected to reach 109.9 billion yuan, with a market capitalization of 86 billion yuan, surpassing its competitor Wentai Technology [6] - The company expects a significant revenue increase of 110.7% to 113.2% year-on-year for the first half of 2025, driven by global digital transformation and the rise of artificial intelligence [6] Group 5: Industry Trends - The ODM/IDH market is transitioning, with a current penetration rate of about 40%, indicating substantial growth potential compared to the 80% penetration in the laptop industry [7] - Huqin Technology holds a leading market share of approximately 28% in the ODM/IDH sector, positioning it well for future growth [7]

证券代码：688799 证券简称：华纳药厂 公告编号：2025-068 湖南华纳大药厂股份有限公司 关于控股子公司增资扩股引入战略投资者 暨关联交易的进展公告 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、准确性和完整性依法承担法律责任。 一、本次交易进展情况 湖南华纳大药厂股份有限公司（以下简称"公司"、"华纳药厂"）于 2025 年 4 月 18 日召开第四届董事会第一次会议及第四届监事会第一次会议、于 2025 年 5 月 12 日召开 2024 年年度股东大会，审议通过了《关于控股子公司增资扩股 引入战略投资者暨关联交易的议案》，同意控股子公司上海致根医药科技有限公 司（以下简称"致根医药"）引入战略投资者进行增资扩股，增资金额合计不超 过 7,000 万元。具体内容详见公司于 2025 年 4 月 22 日在上海证券交易所网站 （www.sse.com.cn）披露的《湖南华纳大药厂股份有限公司关于控股子公司增资 扩股引入战略投资者暨关联交易的公告》 （公告编号：2025-032）。近日，本次交 易各方已正式签署《投资协议书》。 二、本次投资方的 ...

Core Viewpoint - The partnership between Huaqin Technology and Jinghe Integrated is expected to disrupt the industry chain dynamics, with Huaqin acquiring a 6% stake in Jinghe for 2.393 billion yuan, enhancing collaboration in the semiconductor sector [1][2]. Group 1: Company Overview - Huaqin Technology is a leading global smart product platform company, providing end-to-end services from product development to operational manufacturing, and is a major supplier for well-known domestic and international brands [2][4]. - Jinghe Integrated is a rapidly growing wafer foundry, ranked ninth globally among wafer foundries as of Q1 2025, and is the third-largest in mainland China, following SMIC and Hua Hong [5]. Group 2: Strategic Implications - The share transfer will allow Huaqin to nominate one director to Jinghe's board, indicating a deeper strategic partnership aimed at enhancing market opportunities and customer service [2][3]. - Huaqin's investment is based on confidence in Jinghe's future development and long-term investment value, aiming to integrate resources and enhance competitive positioning within the industry [4].

Core Viewpoint - The announcement details the transfer of shares from the controlling shareholder, Lawson Investment Holdings Co., Ltd., to strategic investors, which will not change the actual controller of the company or its main business operations [2][3][4]. Group 1: Share Transfer Details - The share transfer agreement involves the transfer of a total of 31,791,649 shares, accounting for 25.2858% of the company's total equity [2][4]. - The shares will be transferred to Beijing Yihua Yuanchu Mountain Hui Enterprise Management Partnership (Limited Partnership), Zhou Fuhai, and Guangdong Bozhi Xingyu Asset Management Co., Ltd. [2][3]. - The transfer price is set at RMB 26.62 per share, totaling approximately RMB 846.29 million [4][9]. Group 2: Impact on Company Structure - The transfer will not lead to a change in the actual controller of the company, as the controlling shareholder will still hold 44.7219% of the shares post-transfer [3][4]. - The strategic investors are expected to bring valuable resources and opportunities to the company, enhancing its market position and business development [2][3]. Group 3: Compliance and Regulatory Aspects - The share transfer is subject to compliance confirmation from the Shanghai Stock Exchange and must be registered with the China Securities Depository and Clearing Corporation [3][4]. - The agreement includes a 24-month lock-up period for the acquired shares, during which the new shareholders cannot sell their shares [3][4].

6月中旬，北交所上市公司同辉信息(430090.BJ)发布董事会公开征集表决权公告，引发市场对公司治理 及未来发展的关注。 相隔1月有余，7月21日，南天数金(北京)信息产业发展有限公司(以下简称"南天数金")及同辉信息创始 股东赵庚飞、李刚、麻燕利联合发布声明，就战略投资推进、公司经营稳定及中小股东权益保护等核心 问题作出明确回应。 回溯合作过程，2023年8月，南天数金下属公司北京力声科力技术有限公司与同辉信息签署战略合作协 议，计划以战略投资方式认购同辉信息增发的30%股份，并同步发布《详实权益变动报告书》，该计划 当时获得了时任董事赵庚飞、李刚、麻燕利的支持。不过，2024年3月29日同辉信息因被北京证监局立 案调查，定向增发进程中止，公司银行融资、招投标等经营活动也受到显著影响。 在此背景下，2024年4月1日，经与同辉信息协商，南天数金选派管理人员担任公司董事及高管，通过终 止亏损业务、优化治理结构等举措稳定经营，该介入获得大股东戴福昊在股东大会上的支持。而近期， 戴福昊提议更换南天数金推荐的任职人员，成为此次声明的直接触发因素。 1)南天数金不主动撤销南天数金下属公司北京力声科力技术有限公司于2 ...

Core Viewpoint - The stock price of China XD Electric (601179.SH) surged to its daily limit despite a major shareholder, GE SMALLWORLD (SINGAPORE) PTE LTD, announcing plans to reduce its stake, indicating market confidence in the company's growth potential [1][2]. Group 1: Shareholder Actions - GE SMALLWORLD plans to reduce its holdings by up to 154 million shares, representing 3% of the total share capital, due to its own operational needs [2][3]. - The reduction will occur between August 12 and November 11, 2025, with a maximum potential cash-out of approximately 975 million yuan based on the closing price prior to the announcement [3]. Group 2: Company Performance - China XD Electric has shown consistent growth in net profit, with a reported 2.95 billion yuan in Q1 2025, marking a year-on-year increase of over 40% [2][8]. - The company has achieved significant revenue growth from 2021 to 2024, with revenues of 5.44 billion yuan, 6.12 billion yuan, 8.85 billion yuan, and 10.54 billion yuan, reflecting growth rates of 123.10%, 12.55%, 42.99%, and 17.50% respectively [8][11]. Group 3: Market Position and Projects - China XD Electric is a key player in the electric equipment sector, involved in the research, design, and manufacturing of high-voltage and ultra-high-voltage products, with capabilities recognized at a global level [8]. - The company has recently secured significant contracts, with a total of 44.7 billion yuan from three major bids, indicating strong demand for its products [9][11]. Group 4: Shareholder Returns - Since its listing, China XD Electric has distributed a total of 4.429 billion yuan in cash dividends, with an average dividend payout ratio of 50.38% [2][11]. - The company maintains a strong financial position, with cash reserves of 9.257 billion yuan as of Q1 2025, significantly exceeding its interest-bearing liabilities of 1.167 billion yuan [11].