2025.09. 28 本文字数：5428，阅读时长大约9分钟 【品大事】 众鑫股份：美国商务部对原产自中国、越南热成型模塑纤维产品作出"双反"调查终裁 众鑫股份晚间公告，近日，美国商务部对来自中国和越南的"热成型模压纤维制品"作出了反倾销终 裁。众鑫股份为强制应诉企业，税率为283.89%，中国其他生产商/出口商的税率为49.08%— 477.97%。美国商务部对来自中国和越南的"热成型模压纤维制品"作出了反补贴终裁。众鑫股份为强 制应诉企业，税率为97.82%，中国其他生产商/出口商的税率为7.56%—319.92%。公司将加大对非 美市场的拓展及销售，将积极筛选高潜力目标市场，搭建多元化销售渠道，推进产品在多领域多用途 的应用；将坚定全球布局的战略。 亿道信息：筹划发行股份及支付现金购买资产，股票自9月29日起停牌 亿道信息晚间公告，股票自2025年9月29日起停牌，因筹划发行股份及支付现金购买资产并募集配 套资金暨关联交易事项，预计停牌不超过10个交易日，计划于2025年10月21日前披露交易方案并复 牌。若未能按时披露，最晚于2025年10月21日复牌并终止筹划相关事项。请投资者注意投资风险。 *S ...

Group 1 - The National Integrated Circuit Industry Investment Fund reduced its stake in Saiwei Electronics by 634.81 million shares, representing 0.87% of the total share capital, decreasing its holding from 7.82% to 6.95% [1] - As of the end of Q2, the fund held 8.75% of Saiwei Electronics, making it the second-largest shareholder [1] Group 2 - Changchuan Technology expects a net profit of 827 million to 877 million yuan for the first three quarters of 2025, reflecting a year-on-year growth of 131% to 145% [2] - The growth is attributed to strong market demand in the semiconductor industry and a significant increase in sales revenue [2] Group 3 - Zhixiang Jintai signed exclusive commercialization agreements with Kangzhe Pharmaceutical for two monoclonal antibody injection products, securing upfront and milestone payments totaling approximately 510 million yuan [3] Group 4 - Oriental Pearl plans to invest 244 million yuan in the Advanced Computing Phase II Fund, which will acquire equity in Super Fusion Digital Technology Co., Ltd [4] - The total fundraising size of the fund is 714 million yuan, with the company's investment amounting to 499 million yuan in total [4] Group 5 - Guangli Micro announced an inquiry transfer price of 65 yuan per share, which is a 28% discount compared to the closing price of 90.46 yuan per share [5] - The inquiry transfer was fully subscribed by 24 institutional investors, with a total of 612.73 million shares to be transferred [5] Group 6 - Fourhui Fushi's controlling shareholder reduced its stake by 38.52 million shares between September 12 and September 19, 2025, resulting in a decrease in their holding from 64.96% to 63.82% [6] Group 7 - Tian Shili's subsidiary received approval for a new indication for its drug, making it the only approved recombinant human urokinase product in China for treating acute ischemic stroke [7] - This approval expands the company's product line in the neurology/psychiatry field [7] Group 8 - Yabao Pharmaceutical decided to terminate the clinical trial for SY-009 and will recognize an asset impairment provision of 55.7933 million yuan, which will reduce the company's total profit for 2025 by the same amount [8] - The decision was made due to the uncertainty and significant investment required for further development of the drug [8]

Investment Announcements - Jinchengxin plans to invest approximately $231 million in the development of the Alacran copper-gold-silver mine project, aiming to acquire a 55% stake in CMH Colombia S.A.S. after the acquisition [3] - China Merchants Bank intends to invest 15 billion yuan to establish a wholly-owned financial asset investment company, enhancing its integrated financial services capabilities [5][6] Performance Reports - Huahong Semiconductor reported Q1 2025 revenue of 3.913 billion yuan, an 18.66% year-on-year increase, but net profit decreased by 89.73% to 22.76 million yuan due to uncertainties in the semiconductor industry [7] - King Long Motor's April bus sales were 3,611 units, a 3.91% year-on-year decrease, while production was 4,361 units, down 5.79% year-on-year [8] - Zhengbang Technology reported April sales of 609,800 pigs, with revenue of 738 million yuan, a 174.29% year-on-year increase, attributed to orderly resumption of production [9] - Sunac China achieved a contract sales amount of approximately 1.1 billion yuan in April, with a cumulative total of 11.2 billion yuan by the end of April [10] Major Contracts - Pinggao Electric won contracts totaling approximately 1.751 billion yuan from the State Grid, representing 14.12% of its 2024 revenue [13] - State Grid Information Technology's subsidiaries secured contracts worth 477 million yuan, positively impacting future operating performance [14] - Dongfang Iron Tower won contracts worth about 100 million yuan from the State Grid, accounting for 2.39% of its 2024 revenue [15] - Jiaojian Co. won a construction project worth approximately 704 million yuan, representing 8.43% of its 2024 revenue [16] Shareholding Changes - Ruihua Tai's shareholder plans to reduce holdings by up to 1% of the company's shares [17][18] - *ST Gengxing's controlling shareholder intends to increase holdings between 30 million and 60 million yuan [19] - Lexin Technology's shareholder plans to reduce holdings by up to 1.2032% of the company's shares [20] Share Buybacks - Sichuan Meifeng plans to repurchase shares worth 50 million to 70 million yuan, with a maximum buyback price of 10.07 yuan per share [21]