*ST华微（600360）8月15日晚公告，公司于2025年8月14日收到上海鹏盛、亚东投资发来的中国证券登 记结算有限责任公司出具的《证券过户登记确认书》，上海鹏盛将被司法标记的169.81万股股份解除司 法标记后，上海鹏盛与亚东投资之间协议转让股份完成了上海证券交易所合规性确认以及中国证券登记 结算有限责任公司股份过户登记手续。 截至公告披露日，亚东投资已根据《股份转让协议》的约定将15.56亿元支付至*ST华微指定账户，用于 归还上海鹏盛及其关联方对公司的占用资金及利息，款项支付与前期披露的协议约定安排一致。 *ST华微主要从事功率半导体器件的设计研发、芯片制造、封装测试、销售等业务，公司具备国内领先 的制造能力，拥有4英寸至8英寸等多条功率半导体晶圆生产线。报告期内，芯片加工能力每年400万 片，封装资源每年24亿支，模块每年6000万块。公司产品种类基本覆盖了功率半导体器件的全部范围， 广泛应用于新能源汽车、光伏、变频、工业控制、消费类电子等领域。 *ST华微于2025年2月12日收到吉林证监局下发的《关于对吉林华微电子股份有限公司、上海鹏盛科技 实业有限公司采取责令改正措施的决定》，要求公司在6个 ...

Group 1 - The core viewpoint of the news is that *ST Songfa has successfully completed a major asset restructuring project, transitioning from traditional ceramic manufacturing to high-end marine equipment manufacturing [1] - Guangzhou Asset Management, a subsidiary of Guangzhou Yuexiu Capital Holdings Group, has become the eighth largest shareholder of *ST Songfa through this restructuring [1] - The restructuring involves divesting ceramic manufacturing capacity and injecting 100% equity of Hengli Heavy Industry, which focuses on large shipbuilding and marine engineering equipment [1] Group 2 - Guangzhou Asset Management is committed to a transformation strategy focused on investment banking, aiming to support listed companies in distress and enhance industrial value [2] - The company has previously invested in several distress projects, including Guangdong Rongtai and Rendong Holdings, to stabilize regional finance [2] - Guangzhou Asset Management will continue to focus on its core responsibilities, including the acquisition and disposal of non-performing assets, to support high-quality development in Guangdong Province [2]

中证报中证网讯(王珞)8月12日，*ST松发（603268）重大资产重组项目收官，越秀资本（000987）控股 子公司广州资产管理有限公司(简称"广州资产")作为该项目最大的内资机构投资人，参与*ST松发增发 认购，将成为*ST松发第八大股东。 *ST松发成立于2002年，2015年在上交所主板上市，原主营业务为日用陶瓷制造，近年来，由于行业竞 争加剧、市场需求萎缩，公司多次转型尝试仍未能扭转困境。2025年1月，*ST松发因触发财务类退市 指标被实施退市风险警示。为化解退市风险、实现产业跃迁，公司通过重大资产重组，置出陶瓷制造产 能并注入恒力集团持有的恒力重工集团有限公司(简称"恒力重工")100%股权。 恒力重工主要业务涵盖大型船舶建造、海洋工程装备及高端重型机械制造，是国家战略新兴产业中海洋 装备制造业的民营企业标杆。本次重大资产重组推动了*ST松发从传统陶瓷制造向海洋高端装备制造赛 道转型，配套募集资金将用于高端船舶智能制造与研发设计项目，有助于提升公司的整体实力及行业竞 争力。 近年来，广州资产作为广东省地方资产管理公司，坚定推动投行化转型战略，聚焦上市公司纾困与产业 价值提升，为维护区域金融稳定提 ...

Group 1 - The major asset restructuring project of Guangdong Songfa Ceramics Co., Ltd. (*ST Songfa) has been successfully completed, with Guangzhou Yuexiu Capital Holdings Group Co., Ltd. becoming the eighth largest shareholder of *ST Songfa [1] - *ST Songfa, established in 2002 and listed on the Shanghai Stock Exchange in 2015, has faced challenges due to intensified industry competition and declining market demand, leading to multiple unsuccessful transformation attempts [1] - To mitigate delisting risks and achieve industrial transformation, *ST Songfa has divested its ceramic manufacturing capacity and injected 100% equity of Hengli Heavy Industry Group Co., Ltd., a leader in marine equipment manufacturing [1] Group 2 - Guangzhou Asset Management Co., Ltd., a subsidiary of Guangzhou Yuexiu Capital, has been actively involved in investment projects aimed at alleviating financial distress for listed companies in Guangdong, including investments in Guangdong Rongtai and Rendong Holdings [2] - The future strategy of Guangzhou Asset includes focusing on the acquisition and disposal of non-performing assets while deepening its investment banking transformation to support high-quality development in Guangdong Province [2]

Core Viewpoint - *ST Huamei's controlling shareholder will change to Jilin Provincial State-owned Assets Supervision and Administration Commission, and the stock will resume trading on June 26, 2025 [2][3][4] Group 1: Shareholder Change - Shanghai Pengsheng Technology Industry Co., Ltd. plans to transfer all its shares in *ST Huamei, totaling 214 million shares (22.32% of total share capital), to Jilin Yadong State-owned Capital Investment Co., Ltd. [7][8] - The transfer proceeds will primarily be used to repay the occupied funds and interest amounting to 1.556 billion yuan [7][9] Group 2: Financial and Regulatory Issues - *ST Huamei has faced internal control issues due to fund occupation and false disclosures, resulting in a fine of 10 million yuan from the Jilin Regulatory Bureau of the China Securities Regulatory Commission [12] - If *ST Huamei fails to recover 1.491 billion yuan of occupied funds by August 12, 2025, the Shanghai Stock Exchange will impose trading suspension and potential delisting warnings [12][13] Group 3: Company Overview - *ST Huamei is a national high-tech enterprise engaged in the design, research and development of power semiconductor devices, chip processing, packaging testing, and product marketing [13] - The company has a product range that includes IPM and PM modules, wide bandgap semiconductors, IGBT, MOS, FRD, SBD, SCR, and BJT, widely used in strategic emerging fields such as clean energy and automotive electronics [13] Group 4: Market Performance - As of June 18, *ST Huamei's stock price was 7.86 yuan per share, with a total market capitalization of 7.5 billion yuan [14]