Domestic News - The first meeting of the China-US economic and trade consultation mechanism was held in London, UK, on June 9, with Chinese Vice Premier He Lifeng attending [2] - The Ministry of Industry and Information Technology announced increased inspections on vehicles with significant safety risks and high public concern as part of the 2025 annual consistency supervision checks [3] - Beijing's economic and information bureau released a plan to encourage the development of high-end new vehicle models with a focus on technology and fashion, aiming to expand into overseas markets [4] - In the first five months, China's automobile exports reached 351.37 billion yuan, a year-on-year increase of 6.6%, with electric vehicle exports growing by 19% [5] - Hebei Province is promoting private sector participation in the construction and operation of charging infrastructure, aiming to attract diverse investment [6] International News - Waymo's autonomous vehicles were damaged during a protest in Los Angeles, with five vehicles destroyed, totaling approximately $600,000 in damages [7] - Tata Motors expects electric vehicle penetration to reach 20% by 2027 and over 30% by the fiscal year 2030, with plans to invest 33-35 billion Indian Rupees in solar business from 2026 to 2030 [8] - General Motors appointed Mike Trevorrow as the new Senior Vice President of Global Manufacturing following the departure of JP Clausen [9] Corporate News - Geely partnered with Indonesian electric vehicle charging operator Voltron to establish charging facilities at all of Geely's dealerships in Indonesia, with the first six stores set to complete infrastructure deployment [10] - Honda China's May automobile sales were 55,108 units, a year-on-year decline of 16.8%, with cumulative sales from January to May down 26% compared to the previous year [11] - EVE Energy announced plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance capital strength and international brand image [12] - Zeekr Energy launched a charging map in Hong Kong, covering over 1,700 core stations and more than 2,300 charging piles, providing over 1,500 daily charging supports [13] - TSMC's construction plans for new factories in Japan and Germany may be adjusted due to supply chain issues and lower-than-expected market conditions [14] - Huawei's subsidiary announced a patent for a retractable steering wheel, aimed at improving driver comfort and saving space in vehicles [15] - Nezha Automobile's 1 billion yuan worth of shares has been frozen, with the freeze lasting from June 3, 2025, to June 2, 2028 [16]

? 每股分配比例 A 股每股现金红利0.63599元 证券代码：603290 证券简称：斯达半导 公告编号：2025-019 斯达半导体股份有限公司 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。 重要内容提示： ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/16 | － | 2025/6/17 | 2025/6/17 | | ? 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 28 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 本次利润分配以方案实施前的公司总股本 239,473,466 股为基数，每股派发现金红利 三、 相关日期 | 股份类别 | 股权登记 ...

Market Overview - The Hang Seng Index closed at 23,793, down 0.48% for the day but up 18.61% year-to-date[3] - The Hang Seng China Enterprises Index fell 0.63% to 8,630, with a year-to-date increase of 18.38%[3] - The Hang Seng Tech Index also decreased by 0.63% to 5,287, maintaining an 18.32% rise for the year[3] US Market Performance - The Dow Jones Industrial Average rose 1.05% to 42,763, with a year-to-date gain of 0.51%[3] - The S&P 500 increased by 1.03% to 6,000, reflecting a 2.02% rise year-to-date[3] - The Nasdaq Composite climbed 1.20% to 19,530, with a year-to-date increase of 1.13%[3] Sector Performance - Major tech stocks in Hong Kong saw declines, with Xiaomi dropping over 2% and Alibaba down more than 1%[8] - Gold stocks surged, with China Silver Group rising over 26% and Tongguan Gold increasing by more than 5%[8] - The semiconductor sector faced significant losses, with SMIC and BeiKe both falling over 4%[8] Capital Flows - Southbound capital recorded a net inflow of HKD 6.766 billion on June 6[8] - Meituan was the top net bought stock with HKD 8.613 billion, while Tencent saw a net outflow of HKD 5.884 billion[23] Economic Indicators - The US non-farm payrolls data for May showed an increase of 139,000 jobs, exceeding market expectations[11] - The unemployment rate remained stable at 4.2%, indicating a resilient labor market despite economic slowdown concerns[11] Investment Insights - Circle, dubbed the "first stablecoin stock," saw a significant rise of over 29% on its second day of trading, accumulating a total increase of over 247% in two days[8] - Morgan Stanley revised its year-end target for the S&P 500 from 5,200 to 6,000, reflecting a bullish outlook[11]

6月9日，中美经贸磋商会议在伦敦举行，市场风险情绪升温。 港股三大指数全天表现强势，恒生科技指数一度大涨3.2%，收涨2.78%；恒指涨1.63%站上24100点上方，从4月低点上涨21%进入技术性牛市，近乎收复此 前调整跌幅。 | 名称 | | 最新价 | 涨跌额 涨跌幅 | | --- | --- | --- | --- | | 恒生科技指数 | Fryst | 5433.23 | +146.71 +2.78% | | 800700 | | | | | 恒生指数 | Mar | 24181.43 | +388.89 +1.63% | | 800000 | | | | | 国企指数 | | 8780.13 | +150.38 +1.74% | | | M.N | | | 盘面上，大型科技股、大金融股、中字头股等权重集体表现活跃助力大市走强；医药板块大涨，创新药概念股涨幅居前；新消费概念股再度活跃，泡泡玛特 再创历史新高，半导体股、苹果概念股、军工股、稳定币概念股、石油股、教育股等热门板块齐涨。另一方面，市场避险情绪降温致金价下滑，黄金股逆势 下跌，铝、铜等有色金属股集体跟跌，啤酒股、汽车股、煤炭股普遍弱势。 ...

Group 1 - The Hang Seng China Enterprises Index rose by 1.74%, marking a 21% increase from the low in April, officially entering a bull market [1] - New consumption concept stocks saw significant gains, with Mixue Group increasing by approximately 5% and Pop Mart rising by about 2% [1] - Technology stocks also experienced upward movement, with Kuaishou rising by around 6% [1] Group 2 - Semiconductor stocks mostly increased, with SMIC gaining approximately 5% [1] - Chinese rare earths surged by 60%, indicating strong demand and market performance [1]

Group 1 - He Lifeng, a member of the Political Bureau of the CPC Central Committee and Vice Premier, will visit the UK from June 8 to 13, during which he will hold the first meeting of the China-US economic and trade consultation mechanism [2] - Wang Wentao, the Minister of Commerce, clarified China's export control policies during his meeting with the EU's Trade and Economic Security Commissioner, emphasizing the establishment of a green channel for compliant applications [3] - The Ministry of Commerce stated that export controls on rare earths are in line with international practices, and China will continue to review export license applications [4] Group 2 - As of May 2025, China's foreign exchange reserves reached $32,853 billion, an increase of $36 billion from the end of April, marking a 0.11% rise [5] - The People's Bank of China reported a gold reserve of 7.383 million ounces (approximately 2,296.37 tons) as of the end of May, with an increase of 6,000 ounces (approximately 1.86 tons), marking the seventh consecutive month of gold accumulation [5] Group 3 - Geely Holding Group's Chairman Li Shufu announced that the company will not build new automobile production plants due to serious overcapacity in the global automotive industry [11] - Geely's Senior Vice President Yang Xueliang warned that "involution" and vicious competition in the Chinese new energy vehicle industry could lead to perilous situations, emphasizing the need for open and healthy competition [12] Group 4 - HNA Group announced a significant asset restructuring involving the acquisition of 100% equity in Hainan Tianyu Flight Training Co., Ltd. for 799 million yuan, which is expected to enhance its resource control [14] - 360 Group's founder Zhou Hongyi plans to challenge himself to conduct a complete product launch alone, aiming to save costs and test the capabilities of AI [15] Group 5 - Guolian Minsheng Securities expanded its executive team by appointing five new executives, primarily from Minsheng Securities, following the merger and restructuring of the two firms [17] - Basic Semiconductor, a company aiming for an IPO, integrates various semiconductor capabilities but faces challenges with declining product prices and negative profit margins [19]

Core Viewpoint - The legal opinion letter confirms that Wuxi New Clean Energy Co., Ltd.'s differentiated dividend distribution plan for 2024 complies with relevant laws and regulations, ensuring no harm to the interests of the company and its shareholders [7]. Group 1: Differentiated Dividend Distribution - The company plans to implement a differentiated dividend distribution due to the repurchase of shares, which will not participate in profit distribution [3][4]. - The proposed cash dividend is set at 0.0651 yuan per share (tax included), with a total distribution amounting to approximately 26.97 million yuan (tax included) based on the actual participating shares [4][5]. - The total number of shares participating in the profit distribution is 414,278,987 shares after excluding the repurchased shares [4]. Group 2: Legal Compliance and Verification - The law firm has conducted thorough verification and confirmed that the facts presented in the legal opinion are true, accurate, and complete, adhering to the principles of diligence and good faith [2]. - The legal opinion is based solely on current Chinese laws and does not cover any non-legal matters such as accounting or financial issues [3]. - The differentiated dividend distribution plan has been deemed compliant with the Company Law, Securities Law, and relevant self-regulatory guidelines [7]. Group 3: Impact on Stock Price - The differentiated dividend distribution's impact on the ex-dividend reference price is minimal, calculated to be less than 1% [6]. - The ex-dividend reference price is determined using a specific formula that accounts for the cash dividend and changes in circulating shares [5][6]. - The absolute value of the impact on the ex-dividend reference price is approximately 0%, indicating a negligible effect on the stock price [6].

Core Points - The company plans to distribute a cash dividend of 0.0651 CNY per share (including tax) to its shareholders [1][2] - The record date for the A-share dividend is set for June 12, 2025, with the ex-dividend date and payment date both on June 13, 2025 [1][2] - The total share capital of the company is 415,332,567 shares, with a total cash dividend payout of 26,969,562.05 CNY (including tax) [1][2] Dividend Distribution Plan - The company will not issue bonus shares or increase capital through reserves this year [2] - The cash dividend distribution will remain unchanged even if the total share capital changes between the announcement date and the record date [2] - The calculation for the ex-dividend reference price is based on the formula provided, with no change in circulating shares, resulting in a circulating share change ratio of 0 [2] Taxation on Dividends - Individual shareholders holding shares for over one year will not be subject to personal income tax on dividend income [4][5] - For shares held for less than one year, the company will not withhold personal income tax at the time of distribution, but will calculate the tax owed when the shares are sold [4][5] - Qualified Foreign Institutional Investors (QFII) will have a 10% withholding tax applied to their dividends, resulting in a net cash dividend of 0.05859 CNY per share [5][6] Contact Information - For inquiries regarding the dividend distribution, shareholders can contact the company's board secretary office at 0510-85618058-8101 [6]

Group 1 - The core viewpoint is that the external pressures from the U.S. are accelerating the development of domestic semiconductor manufacturing and AI computing power in China, leading to increased investment from private equity firms in these sectors [1][3]. - The changing external environment is reshaping the domestic semiconductor industry landscape, with U.S. restrictions on high-end chips and software exports potentially leading to unexpected positive effects for China's tech sector [3]. - There is a growing trend of returning Chinese talent from Silicon Valley, which could significantly enhance domestic research capabilities and support innovation in the tech industry [3]. Group 2 - The technology sector is showing signs of recovery after a period of adjustment, with expectations at relatively low levels and a decrease in trading volume [4]. - The market is optimistic about the potential for a significant recovery in the tech sector, driven by supportive industrial policies and advancements in AI technology [4]. - Recent strategic mergers and acquisitions in the domestic AI computing power industry, such as the restructuring of Haiguang Information and Zhongke Shuguang, are indicative of increasing activity in this space [4].

Core Points - The company announced a cash dividend of CNY 0.058 per share, totaling CNY 76,996,705.08, based on a total share capital of 1,327,529,398 shares [1][2] - The dividend distribution plan was approved at the annual shareholders' meeting on May 23, 2025 [1] - The cash dividend will be distributed to shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, after the market closes on the registration date [1] Dividend Distribution Details - The cash dividend will be distributed as follows: - For individual shareholders holding shares for more than one year, the dividend is exempt from personal income tax, resulting in a net cash dividend of CNY 0.058 per share [3] - For shares held for one year or less, the company will not withhold personal income tax at the time of distribution; tax will be calculated and withheld upon the transfer of shares [3] - For Qualified Foreign Institutional Investors (QFIIs), a 10% corporate income tax will be withheld, resulting in a net cash dividend of CNY 0.0522 per share [4] - For investors holding shares through the Shanghai-Hong Kong Stock Connect, the same 10% tax applies, leading to a net cash dividend of CNY 0.0522 per share [5] - Other corporate shareholders are responsible for their own tax declarations, with a gross cash dividend of CNY 0.058 per share [5] Contact Information - For inquiries regarding the dividend distribution, shareholders can contact the Board Office at 0510-85893998 or via email at crmic_hq_ir_zy@crmicro.com [5]