Core Viewpoint - The company Meidi Kai announced plans to acquire 100% equity of Haisholi Optoelectronic Technology (Suzhou) Co., Ltd. and INNOWAVE VIETNAM CO., LTD for approximately $2.1947 million to enhance its ultra-thin optical film filter business and integrate into the Samsung supply chain [1][2]. Group 1: Acquisition Details - The acquisition involves purchasing Haisholi for 2 billion KRW (approximately $1.4631 million) and INNOWAVE VIETNAM for 1 billion KRW (approximately $731,600) [1]. - Both target companies are critical in the ultra-thin optical film filter business, with Haisholi focusing on upstream optical production and INNOWAVE VIETNAM handling downstream printing and precision cutting, indicating a synergistic relationship [1][2]. Group 2: Financial Performance - Both companies are currently operating at a loss, with Haisholi reporting revenues of 36.9314 million yuan and 7.3365 million yuan for 2024 and the first five months of 2025, respectively, and net losses of -7.2785 million yuan and -8.8663 million yuan [2]. - INNOWAVE VIETNAM reported revenues of 36.3744 million yuan and 7.1466 million yuan for the same periods, with net losses of -18.6644 million yuan and -11.4457 million yuan [2]. Group 3: Strategic Significance - Despite the short-term losses, the company views the acquisition as strategically significant, as INNOWAVE VIETNAM is already part of the Samsung supply chain, allowing direct access to Samsung and filling a gap in the ultra-thin optical film filter sector [2][3]. - Post-acquisition, the company plans to optimize its supply chain by eliminating intermediaries, which will reduce costs and improve efficiency [2][3]. Group 4: Industry Context - The optical optoelectronic and semiconductor sectors in South Korea are globally significant, making it a core market for the company's overseas expansion [3]. - The integration of the Vietnamese factory will provide an overseas production base, further advancing the company's international strategy [3]. Group 5: Operational Improvement Plans - The company has developed a "turnaround plan" for the target companies, which includes personnel restructuring, equipment upgrades, and capacity optimization to enhance operational efficiency [3]. - Market analysis suggests that if the integration is successful, the company could leverage the Samsung supply chain and overseas production capabilities to unlock new growth opportunities [3].

Group 1 - Meidi Kai plans to acquire 100% equity of Haisholi and INNOWAVE VIETNAM for a total of 2 billion KRW, entering Samsung's supply chain and filling gaps in its ultra-thin optical film business [3] - Tuo Xin Pharmaceutical will invest 10 million CNY in Jiangsu Jinsan Biotechnology, acquiring a 1.75% stake, as Jinsan has successfully produced high-purity ergothioneine [4] - Zhejiang Energy Power reported a 4.48% increase in power generation to 78.848 billion kWh in the first half of the year, driven by rising electricity demand in Zhejiang province [5] Group 2 - Anker Innovation is researching overseas share issuance to enhance its global strategy and brand image, with no specific plan confirmed yet [6] - *ST Chuangxing announced a change in actual controller to Wang Xiangrong after a judicial auction of shares [7] - Hosheng Silicon Industry's controlling shareholder plans to transfer 5.08% of its shares for 2.634 billion CNY [8] Group 3 - Wuchan Zhongda's subsidiary plans to acquire 100% equity of South Taihu Technology for 1.457 billion CNY, aiming to strengthen its position in the cogeneration sector [9] - Postal Savings Bank intends to invest 10 billion CNY to establish a financial asset investment company, supporting technological innovation and private enterprises [10] - *ST Huawang plans to purchase 55.5% equity of Niwei Power for a total of approximately 6.01 billion CNY, focusing on the development of high-pressure fuel tank systems for hybrid vehicles [11] Group 4 - Tiande Yu expects a 50.89% increase in net profit to 152 million CNY in the first half of 2025, driven by growth in display driver chips [14] - Pinming Technology anticipates a net profit increase of 231.79% to 340 million CNY in the first half of 2025, attributed to growth in construction information software [15] - *ST Jinglun forecasts a loss of 19 to 22 million CNY in the first half of 2025, despite a 23.5% revenue increase [16] Group 5 - Jindi Co. signed an industrial project investment contract with the government for no less than 1.5 billion CNY to expand its market in Southwest China [17] - Baiyun Electric is expected to win a procurement project from the State Grid worth 164 million CNY [18] Group 6 - Fulei New Materials plans to reduce its stake by up to 1.33% through trading [19] - Yaxin Security's shareholders plan to collectively reduce their stake by up to 3% [20] - Zhongchong Co.'s controlling shareholder plans to reduce its stake by up to 1.5% [21] Group 7 - Huayuan Holdings intends to repurchase shares worth 20 to 40 million CNY for employee stock ownership plans [24] - Taiji Group plans to repurchase shares worth 80 to 120 million CNY, all for cancellation [25] Group 8 - Fengshen Co. plans to raise up to 1.1 billion CNY through a private placement for a tire expansion project [26] - Shangwei Co. plans to raise up to 1.144 billion CNY through a private placement to enhance its capabilities [27] - Shanggao Environmental plans to raise up to 718 million CNY through a private placement for working capital and debt repayment [28]

Group 1 - China's Ministry of Commerce issued a notice to encourage foreign investors to increase their investments in China through a tax credit policy for profit reinvestment, highlighting the importance of tax incentives in stabilizing investment expectations and reducing costs [2] - The National Energy Administration reported that the national maximum electricity load reached a record high of 1.506 billion kilowatts, an increase of 0.055 billion kilowatts compared to the previous year, indicating a critical period for energy supply during the summer peak [3] - Seven major potassium fertilizer distribution companies in China jointly announced an initiative to increase potassium fertilizer supply and reduce prices, aiming to stabilize market expectations and return prices to reasonable levels [4] Group 2 - The Ministry of Industry and Information Technology released a new product announcement list that includes Tesla's six-seat Model Y L [5] - Postal Savings Bank plans to invest 10 billion yuan to establish China Post Financial Asset Investment Co., Ltd [5] - Jinggong Steel Structure signed a contract for a 550 million yuan project in Jeddah, Saudi Arabia, which will be used for the FIFA World Cup events [5] Group 3 - Shanghai Material Trade Company experienced a four-day stock price increase, stating that there have been no significant changes in its fundamentals [6] - Guangsheng Tang's GST-HG131 has been included in the list of breakthrough therapy designations by the drug review center, although this does not guarantee market approval [6] - Medike's plan to acquire 100% of Haisholi and INNOWAVE VIETNAM for 2 billion Korean won will allow the company to directly enter the Samsung supply chain [6] Group 4 - Anker Innovations is researching matters related to issuing shares overseas [7] - Shantui Co., Ltd. plans to issue H-shares and apply for listing on the main board of the Hong Kong Stock Exchange [7] - ASML, a Dutch lithography machine giant, stated that U.S. tariff policies have created uncertainty regarding the company's growth prospects [8]

Group 1 - Meidi Technology plans to acquire 100% equity of Haisholi and INNOWAVE VIETNAM for a total of 2 billion KRW, which is approximately 219.47 million USD, allowing direct entry into Samsung's supply chain [3] - Toxin Pharmaceutical will increase its investment in Jiangsu Jinsan Biotechnology by 10 million CNY, acquiring a 1.75% stake, as Jinsan has successfully produced high-purity ergot sulfur [4] - Zhejiang Energy Power reported a power generation of 78.848 billion kWh in the first half of the year, a year-on-year increase of 4.48%, attributed to increased electricity demand in Zhejiang province [5] Group 2 - Tiande Yu expects a net profit of 152 million CNY for the first half of 2025, a year-on-year increase of 50.89%, driven by the growth in high-refresh-rate mobile display driver chips [7] - Pinming Technology anticipates a net profit increase of 231.79% to 302.89% for the first half of 2025, due to growth in building information software revenue and effective cost control [8] - *ST Jinglun expects a loss of 19 to 22 million CNY in the first half of 2025, despite a 23.5% increase in revenue to approximately 83 million CNY, as overall gross profit is insufficient to cover expenses [9] Group 3 - Jindi Co. signed an industrial project investment contract with the government of Bishan District, with a total investment of no less than 1.5 billion CNY [11] - Baiyun Electric is expected to win a procurement project from the State Grid worth 164 million CNY, which represents 3.28% of the company's audited revenue for 2024 [13] Group 4 - Fulei New Materials' shareholder plans to reduce its stake by up to 1.33%, amounting to a maximum of 3.7625 million shares [15] - Wind God Co. plans to raise no more than 1.1 billion CNY through a private placement for a project aimed at enhancing the capacity and efficiency of high-performance giant engineering tires [17]

Core Viewpoint - Meidike plans to acquire 100% equity of Haisholi and INNOWAVE VIETNAM for a total of 2 billion KRW and 1 billion KRW respectively, totaling approximately 219.47 million USD, which will allow the company to enter the Samsung supply chain and fill gaps in its ultra-thin optical film filter business [1] Group 1 - Meidike announced the acquisition of Haisholi Optoelectronics (Suzhou) Co., Ltd. for 2 billion KRW [1] - The company also plans to acquire 100% equity of INNOWAVE VIETNAM for 1 billion KRW through its wholly-owned subsidiary MDK KOREA CO., LTD. [1] - The total amount for both transactions is approximately 219.47 million USD [1] Group 2 - Haisholi and INNOWAVE VIETNAM are related companies involved in the upstream and downstream processing of ultra-thin optical film filters [1] - INNOWAVE VIETNAM has entered the supply chain of the internationally renowned brand Samsung [1] - The acquisitions will enable Meidike to directly access the Samsung supply chain and enhance its product and technology offerings in the ultra-thin optical film filter sector [1]

光库科技(300620.SZ)公告称，光库科技发布2025年半年度业绩预告，预计归属于上市公司股东的 净利 润为4,856万元–5,463万元，较上年同期增长60%–80%。报告期内，公司通过技术创新、推出新产品、 积极开发国内外新客户， 营业收入实现较大幅度增长，同时加强费用管控、降本增效，带动净利润显 著提升。 ...

Group 1: Hong Kong Stock Market Highlights - Yunfeng Financial (00376) surged over 21% as the company plans to strategically invest in digital currency and AI sectors [1] - China Merchants Securities (06099) opened nearly 15% higher and is currently up over 4% after receiving approval for a virtual asset license [1] - GDS Holdings (09698) rose over 7% as its Southern GDS data center REIT concluded public investor fundraising ahead of schedule [1] - Hillstone Technology (01478) increased nearly 6% with positive earnings expectations, and Citigroup anticipates a favorable market reaction [1] - Sunny Optical Technology (02382) briefly rose over 3% and is currently up over 1% as its lithography equipment successfully entered Shanghai, indicating a shift to mass production [1] - Kintor Pharmaceutical (02171) saw an early gain of over 3% after achieving positive results in the European patent opposition process [1] - Bilibili (09626) rose over 5% as HSBC expressed optimism about its gaming and advertising business, with new games planned for 2025 [1] - Solar stocks experienced a decline, with institutions citing electricity prices affecting the stable profitability of new energy projects [1] Group 2: U.S. Stock Market Highlights - The U.S. nuclear sector saw gains, with NuScale Power (SMR.US) up 12.38% and Oklo Inc (OKLO.US) up 11.29%, following comments from the U.S. Energy Secretary about a nuclear revival [3] - Autodesk (ADSK.US) rebounded 5.05% after a period of decline, expressing confidence in its cloud and AI business strategies [3] - Sonnet BioTherapeutics (SONN.US) surged 86.46% due to a merger announcement, forming a cryptocurrency financial company valued at $888 million [3] - Quantum stocks rose, with D-Wave Quantum (QBTS.US) up 6.89% and Quantum Computing (QUBT.US) up 8.66% [3] - Hims & Hers Health (HIMS.US) increased 8.64% as it plans to enter the Canadian market with a generic drug following the expiration of a patent [4] - Rocket Lab (RKLB.US) rose 10.71% after Citigroup raised its target price, noting a significant increase in global space technology investments [4] - Nvidia-related stocks mostly strengthened as Jensen Huang made his third visit to China this year [5] - Cryptocurrency stocks collectively rose, with Bitcoin surpassing $120,000, driven by upcoming legislative reviews in the U.S. [5] - Tesla (TSLA.US) gained 1.08% amid investor speculation regarding a stake in xAI [5] - Netflix (NFLX.US) rose 1.35% ahead of its upcoming earnings report, with analysts projecting significant revenue growth [6]

Meeting Information - The first extraordinary general meeting of 2025 for Dongguan Qunshang Optoelectronics Co., Ltd. is scheduled for July 31, 2025, at 14:30 [1] - The meeting will be conducted using a combination of on-site and online voting methods [1][2] - Online voting will be available on July 31, 2025, with specific time slots for participation [1][2] Voting Procedures - Shareholders must choose either on-site or online voting, with the first valid vote being the one counted in case of duplicate votes [2] - Shareholders can authorize agents to attend the meeting and vote on their behalf, with specific identification requirements for both shareholders and agents [2][3] Meeting Agenda - The meeting will include proposals that require separate counting of votes from minority investors, as defined by regulations [2] - The proposals will be disclosed in advance through designated media outlets [2] Registration Details - Shareholders must register for the meeting by providing valid identification and proof of shareholding [3][4] - The registration will take place at the company's office in Dongguan [4] Online Voting Process - Detailed procedures for online voting will be provided, including how to submit votes for both non-cumulative and cumulative proposals [6] - Shareholders must authenticate their identity to participate in online voting [6]

Performance Forecast - The company expects a net loss of 110 million to 140 million yuan for the reporting period, compared to a profit of 13.54 million yuan in the same period last year [1] - The expected net loss after deducting non-recurring gains and losses is projected to be 119 million to 149 million yuan, compared to a profit of 7.53 million yuan last year [1] - Basic earnings per share are anticipated to be a loss of 0.42 to 0.54 yuan per share, compared to a profit of 0.05 yuan per share in the previous year [1] Reasons for Performance Change - The decline in net profit is primarily due to the impact of order and delivery schedules on the revenue scale of the main optoelectronic defense products, which did not meet expectations [1] - The optical component business saw improved orders year-on-year, with key new products achieving mass delivery, but capacity and yield are still in the ramp-up phase [1] - The progress of new projects in optoelectronic defense, automotive optoelectronics, and new digital micro-display strategic products is in line with expectations, but their contribution to the current period's performance is limited [1] - High levels of R&D investment aimed at product intelligence and production digitization are maintained, alongside depreciation of newly purchased fixed assets for equipment upgrades and capacity preparation [1]

材料价格上涨，导致毛利额同比下降。 证券代码：002449 证券简称：国星光电 公告编号：2025-044 佛山市国星光电股份有限公司 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、本期业绩预计情况 项目 本报告期 上年同期 盈利：2,000.00 万元-2,500.00 万元 归属于上市公司 盈利: 5,624.58 万元 股东的净利润 比上年同期下降：55.55%-64.44% 扣除非经常性损 盈利：700.00 万元-1,300.00 万元 盈利: 3,609.18 万元 益的净利润 比上年同期下降：63.98%-80.61% 基本每股收益 盈利：0.0323 元/股-0.0404 元/股 盈利: 0.0909 元/股 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务所 审计。 三、业绩变动原因说明 特此公告。 佛山市国星光电股份有限公司 董事会 接下来，公司将加强技术创新与产品结构升级，加大高清显示、智能穿戴、 光耦、车载等新兴业务开拓，同时多措并举，打好降本增效组合拳，提升公司综 合竞争力。 上年同 ...