Core Viewpoint - The company, Guangdong Jiayuan Technology Co., Ltd., is set to hold a performance briefing on September 3, 2025, to discuss its half-year results and financial status, inviting investor participation and questions [3][4][5]. Group 1: Company Overview - The company is listed under the stock code 688388 and is involved in the new energy sector [1]. - The company has not made any significant changes to its governance structure or shareholder arrangements during the reporting period [1][2]. Group 2: Financial Data - The company reported a total fundraising amount of RMB 1,240 million from convertible bonds issued in 2021, with a net amount of RMB 1,225 million after deducting issuance costs [21]. - The company raised RMB 3,407 million from a private placement of shares, with a net amount of RMB 3,378 million after costs [22]. - As of June 30, 2025, the company had unutilized fundraising balances of RMB 113 million from convertible bonds and RMB 253 million from the private placement [23][24]. Group 3: Fund Management - The company has established a fundraising management system to ensure efficient use and protection of investor rights [25][26]. - The company has signed tripartite supervision agreements for the management of fundraising accounts with various banks [27]. - As of June 30, 2025, the company had no idle funds from the convertible bonds and had RMB 230 million in cash management from the private placement [31][33]. Group 4: Performance Briefing Details - The performance briefing will take place online at the Shanghai Stock Exchange Roadshow Center, allowing for interactive Q&A [5][7]. - Key executives, including the chairman and financial officer, will participate in the briefing [5][14].

Group 1 - The company has reported a total of 2,912.94 million yuan in asset impairment provisions for the first half of 2025, which will reduce the total profit for the period by the same amount [63][64][66] - The impairment provisions include 2,636.10 million yuan for accounts receivable, 251.99 million yuan for inventory, and 24.85 million yuan for goodwill [64][65][66] - The company emphasizes that the data is unaudited and the final accounting treatment will be based on the annual audit results [64][66] Group 2 - The company plans to hold a performance briefing on September 12, 2025, to discuss the first half of 2025 results and address investor questions [69][70][72] - The briefing will be conducted via video and online interaction, allowing investors to submit questions in advance [70][72] - Key company executives, including the chairman and financial director, will participate in the briefing [71][72] Group 3 - The company has approved the use of up to 80 million yuan of idle raised funds for cash management, with a usage period not exceeding 12 months [46][49][60] - The cash management aims to improve the efficiency of fund usage without affecting the normal implementation of investment projects [48][60] - The company will ensure that the cash management products are safe, liquid, and have a term not exceeding 12 months [55][60] Group 4 - The company has reported a total of 58,169.67 million yuan in cumulative used raised funds as of June 30, 2025, with a remaining balance of 20,367.48 million yuan [36][37] - The company has established a special account for raised funds and signed regulatory agreements with banks to ensure proper management [39][40] - The company has not encountered any abnormal situations regarding the investment projects funded by the raised funds [40]

Group 1 - The company has decided to cancel 14.043 million stock options from the 2022 stock option incentive plan, which will not affect the stability of the management team or the company's financial status and operating results [1][2][4] - The board of directors and the supervisory committee have reviewed and approved the cancellation of stock options, confirming compliance with relevant regulations and that it does not harm the interests of shareholders, especially minority shareholders [2][3] - The legal opinion confirms that the cancellation has obtained necessary approvals and is in accordance with relevant laws and regulations [5] Group 2 - The company raised a total of approximately RMB 699.99 million through a non-public stock issuance, with a net amount of approximately RMB 689.75 million after deducting related issuance costs [8] - As of June 30, 2025, the company has effectively managed and utilized the raised funds, ensuring compliance with regulations and protecting investor interests [12][19] - The company has not used idle raised funds to temporarily supplement working capital or repay bank loans during the reporting period [20] Group 3 - The company has decided to change the use of part of the raised funds from the "annual production of 60 million polymer lithium battery smart factory expansion project" to the "annual production of 2GWh sodium-ion battery project," with the implementation location changed to Nanchang [25][26] - This adjustment is aimed at optimizing business structure and improving the efficiency of fund utilization, aligning with the company's operational needs and future development [27] - The company has confirmed that all disclosed information regarding the use of raised funds is timely, truthful, accurate, and complete, with no significant violations in fund usage [28]

Fund Management - The company has established a fund management system to regulate the management and use of raised funds, ensuring efficiency and protecting investor interests [1] - As of June 30, 2025, the company has five dedicated fund accounts, with a total of 711.3089 million RMB allocated to various projects [2] Fund Utilization - The actual investment in fundraising projects and the use of excess funds for working capital and share repurchase amounted to 711.3089 million RMB, covering projects such as the "Intelligent Measurement and Control Equipment Production Base Project" and "Research and Development Center Project" [2] - There were no instances of early investment or replacement of fundraising projects during the reporting period [3] Idle Funds Management - The company approved the use of up to 800 million RMB of temporarily idle funds for cash management, investing in safe and liquid financial products [5][6] - As of June 30, 2025, the balance of idle funds used for cash management was 228 million RMB [6] Share Repurchase - The company approved a share repurchase plan using excess funds, with a total repurchase amount between 30 million and 50 million RMB [7] - By February 24, 2025, the company had repurchased 543,996 shares, accounting for 0.92% of the total share capital, at a total cost of approximately 30.01 million RMB [8] Project Adjustments - The company announced a delay in the expected completion dates for certain fundraising projects due to various uncontrollable factors affecting construction progress [21][22] - The adjustments do not change the project scope, funding usage, or investment amounts, ensuring no adverse impact on the company's operations [24] Organizational Changes - The company has decided to eliminate the supervisory board, transferring its responsibilities to the audit committee of the board of directors to enhance operational efficiency [31][32] Independent Director Appointment - The company plans to increase the number of board members from five to seven, including three independent directors, to improve governance and decision-making [34][35] Financial Performance - The company reported a decline in revenue and net profit for the first half of 2025, attributed to a slowdown in the new energy sector and reduced order intake [66] - The net cash flow from operating activities improved due to increased efforts in collecting receivables [66]

公司代码：688403 公司简称：汇成股份 转债代码：118049 转债简称：汇成转债 第一节 重要提示 1.3本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.4公司全体董事出席董事会会议。 1.5本半年度报告未经审计。 1.6董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 1.7是否存在公司治理特殊安排等重要事项 □适用 √不适用 第二节 公司基本情况 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到上海证券交易所网站（www.sse.com.cn）网站仔细阅读半年度报告全文。 1.2重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本报告第三 节"管理层讨论与分析"中"四、风险因素"相关内容。请投资者注意投资风险。 ■ 公司存托凭证简况 □适用 √不适用 联系人和联系方式 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 2.1公司简介 公司股票 ...

Core Points - The company, Anji Microelectronics Technology (Shanghai) Co., Ltd., has issued a semi-annual report for 2025, detailing its financial performance and future plans [1][5][27]. Group 1: Company Overview - Anji Microelectronics is listed under stock code 688019 and bond code 118054, with the bond referred to as "Anji Convertible Bond" [1][5]. - The company has not undergone any changes in its controlling shareholder or actual controller during the reporting period [2][5]. Group 2: Financial Data - The company raised a total of RMB 830.50 million through the issuance of convertible bonds, with a net amount of RMB 816.61 million after deducting issuance costs [7][8]. - The company also raised RMB 207.14 million through a simplified procedure for issuing A-shares, with a net amount of RMB 203.62 million after costs [6][7]. Group 3: Fund Management - The company has established a special account for the management of raised funds, ensuring that funds are used specifically for their intended purposes [9][10]. - As of June 30, 2025, the balance of funds raised through the simplified procedure was RMB 33.89 million, while the balance from convertible bonds was RMB 443.03 million [9][10]. Group 4: Fund Usage - The company has used RMB 163.37 million of the raised funds to replace pre-invested funds in projects and cover issuance costs [12]. - There were no instances of using idle funds to temporarily supplement working capital during the reporting period [13]. Group 5: Compliance and Governance - The company has adhered to relevant regulations regarding the management and use of raised funds, ensuring timely and accurate disclosures [22][30]. - The supervisory board has confirmed that the semi-annual report and the special report on fund usage comply with legal and regulatory requirements [27][30].

Group 1 - The company plans to distribute a cash dividend of 1.20 RMB per 10 shares for the first half of 2025, totaling approximately 12.99 million RMB, which represents 39.38% of the net profit attributable to shareholders for the same period [2][47][48] - The company has received a total of 893.79 million RMB from its initial public offering, with a net amount of 784.92 million RMB after deducting issuance costs [4][18] - As of June 30, 2025, the company has utilized approximately 283.69 million RMB of the raised funds, leaving a balance of about 559.85 million RMB [19][21] Group 2 - The company has initiated the sales of its rabies immunoglobulin product, which has been listed on drug procurement platforms in several provinces [33][41] - The rabies immunoglobulin is designed for passive immunization against rabies and is the only product of its kind currently available for sale by the company [39][40] - The launch of the rabies immunoglobulin is expected to enhance the company's product pipeline and contribute positively to its future financial performance [41]

经中国证券监督管理委员会《关于核准宝泰隆新材料股份有限公 司非公开发行股票的批复》（证监许可[2021]3705 号）核准，宝泰隆 新材料股份有限公司（以下简称"公司"）以非公开发行股票方式发行 人民币普通股（A 股）310,857,142 股，每股面值人民币 1.00 元，发 行价格为人民币 3.98 元/股，募集资金总额为人民币 1,237,211,425.16 元，扣除各项发行费用（不含增值税）共计人民币 22,351,510.06 元 后，募集资金净额为人民币 1,214,859,915.10 元，中审亚太会计师事 务所（特殊普通合伙）对本次非公开发行募集资金到位情况进行了审 验，并于 2022 年 2 月 28 日出具了中审亚太验字【2022】000009 号验资报告。 股票代码：601011 股票简称：宝泰隆 编号：临2025-041号 宝泰隆新材料股份有限公司 关于2025年半年度募集资金存放与实际使用 情况的专项报告 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。 一、募集资金基本情况 公司会计部门对募集资金 ...

Fundraising Overview - The company raised a total of 246,649,287.68 yuan through a private placement of 40,550,793 shares, with the funds received on December 21, 2021 [1][2] - As of June 30, 2025, the net amount of funds raised was 215,724,010.20 yuan directly invested in projects, with an additional 31,227,227.00 yuan used for permanent working capital [1][2] Fund Usage and Management - The company has established special accounts at multiple banks for the management of raised funds, ensuring strict approval procedures for fund usage [3][4] - As of June 30, 2025, the balance in the fundraising special account was 1,084,782.41 yuan, with a total interest income of 159,760.66 yuan after deducting fees [1][2][4] Issues and Adjustments - The company faced challenges in fund recovery due to slow progress in receivables and project acceptance delays, leading to significant pressure on working capital [4][5] - A total of 3,000,000 yuan of idle funds was temporarily used to supplement working capital, with the repayment deadline extended due to financial constraints [4][8] - The company terminated the "Headquarters Base Construction Project" and plans to use the returned land price of 3,122.72 million yuan for permanent working capital [8][9] Project Performance - The company reported that the "Night Tourism Environment Enhancement Project" faced multiple design changes from the owner, resulting in reduced project volume and lower actual settlement amounts compared to the contract [8][9] - The "China Phoenix Ancient City • Fengxianjing • Forest Hot Spring Art Town" project has not commenced due to the construction carrier not being completed, delaying the use of raised funds for project construction [4][9]

Core Viewpoint - The company has established a set of regulations to ensure the proper management, storage, and use of raised funds, aiming to protect investors' rights and comply with relevant laws and regulations [1][4]. Group 1: General Principles - The raised funds refer to money obtained through the issuance of securities for specific purposes, excluding funds raised for equity incentive plans [1]. - Upon receipt of the raised funds, the company must promptly complete verification procedures and obtain a verification report from a qualified accounting firm [1]. Group 2: Fund Storage - The company must open a dedicated bank account for the storage of raised funds, ensuring that these funds are not mixed with other types of funds [5]. - If the actual net amount of raised funds exceeds the planned amount, the excess funds must also be managed within the dedicated account [5]. Group 3: Fund Utilization - The company is required to use the raised funds according to the investment plan outlined in the issuance application documents, and any significant deviations must be reported [6][11]. - The raised funds should primarily be used for the company's main business activities and cannot be used for high-risk investments or financial investments [6][11]. Group 4: Changes in Fund Use - Any changes to the use of raised funds must be approved by the board of directors and disclosed to shareholders, especially if it involves related transactions [8][30]. - The company must conduct a feasibility analysis for any new investment projects and ensure they align with the company's main business [30][34]. Group 5: Management and Supervision - The company must conduct regular audits of the storage and use of raised funds, with reports submitted to the board of directors and disclosed to the public [15][16]. - Independent directors have the authority to oversee the actual use of raised funds and can hire external auditors for verification if necessary [18].