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安徽芯瑞达科技股份有限公司 2024年度权益分派实施公告
Core Viewpoint - The company announced its 2024 annual profit distribution plan, which includes a cash dividend of 2.5 yuan per 10 shares (including tax) to all shareholders, with adjustments made for changes in total share capital due to stock buybacks and incentive plans [2][3][7]. Group 1: Profit Distribution Plan - The profit distribution plan was approved at the 2024 annual general meeting held on May 20, 2025, and will be based on the total share capital as of the record date, excluding repurchased shares [3][4]. - The total number of shares eligible for the distribution is 223,247,320 shares after excluding 187,900 shares held in the repurchase account [2][4]. - The actual cash dividend amount is calculated as 55,811,830 yuan, resulting in a per-share cash dividend of approximately 0.2497897 yuan [12][19]. Group 2: Shareholder Rights and Dates - The record date for the profit distribution is set for July 9, 2025, and the ex-dividend date is July 10, 2025 [8][9]. - The distribution will be directly credited to shareholders' accounts through their custodial securities companies on the ex-dividend date [10]. Group 3: Share Buyback Program - The company has approved a share buyback program with a total funding of between 10 million yuan and 20 million yuan, with a maximum buyback price set at 26.96 yuan per share [16][22]. - Following the profit distribution, the maximum buyback price will be adjusted to 26.71 yuan per share, effective from July 10, 2025 [17][19]. - As of June 30, 2025, the company has repurchased 187,900 shares, accounting for 0.0841% of the total share capital, with a total expenditure of 3,721,901.80 yuan [24].
超声波指纹识别市场有望迎爆发式增长 欧菲光将迎新一轮发展机遇
Quan Jing Wang· 2025-07-02 01:49
Group 1 - The evolution of fingerprint recognition technology in smartphones has shifted from physical to optical and now to under-display ultrasonic fingerprint recognition, which is becoming a trend in the industry [1] - Several domestic smartphone manufacturers are set to adopt ultrasonic fingerprint unlocking technology in their flagship models, indicating a potential explosive growth in this technology [1] - Ultrasonic fingerprint recognition offers higher security and faster unlocking speed compared to traditional optical methods, as it can penetrate surface contaminants and ensure stable and accurate unlocking in various environments [1] Group 2 - Although ultrasonic fingerprint recognition is currently more expensive and mainly used in high-end flagship phones, advancements in domestic technology and decreasing costs are expected to expand its application to mid-range products and other smart devices [2] - The rapid development of IoT and smart home sectors will further broaden the application scenarios for ultrasonic fingerprint recognition, making it a mainstream solution for secure identity verification [2] - The market size of China's ultrasonic fingerprint recognition industry is projected to reach 363 million yuan by 2028 [2] Group 3 - O-film, a leading company in the optical and electronic field, has been focusing on fingerprint recognition and 3D ToF microelectronics, maintaining a significant market share in the fingerprint recognition module sector [2] - O-film has been producing fingerprint recognition modules since 2015 and has consistently ranked among the top global suppliers [2] - The company has a strong position in both optical and ultrasonic under-display fingerprint recognition modules, and its self-developed technologies enhance smart lock products [2] Group 4 - With the increasing prevalence and upgrade of smart terminal devices, ultrasonic fingerprint recognition technology is expected to maintain a high growth trajectory as a key identity authentication method [3] - O-film has long been producing ultrasonic fingerprint recognition modules for overseas clients, and the company is likely to benefit from the rapid penetration of this technology in the domestic market in the coming years [3] - As ultrasonic technology matures, O-film's advantages in the fingerprint recognition market will become more pronounced, presenting new development opportunities [3]
【私募调研记录】鸿道投资调研智微智能
Zheng Quan Zhi Xing· 2025-07-02 00:13
Group 1 - The core viewpoint of the news is that Hongdao Investment has conducted research on a listed company, Zhimi Intelligent, focusing on its business segments and revenue distribution [1] - Zhimi Intelligent's revenue breakdown shows that the industry terminal business accounts for 64.38%, ICT infrastructure business 15.65%, industrial IoT business 3.75%, and intelligent computing business 7.46% [1] - The company is developing multiple products based on various chip platforms for its robotics controller business and is paying attention to companies in the robotics supply chain [1] Group 2 - The intelligent computing business provides high-performance infrastructure lifecycle services and plans to offer flexible computing power leasing services through the HT computing power service cloud platform [1] - Zhimi Intelligent's proprietary brand business covers multiple application areas, with major clients including Aopu Te, BYD, and Li Auto [1] - Hongdao Investment, founded in March 2010, is a well-known private equity investment fund in China, with a strong team and a successful track record in investment management [2]
苏州规划拟收购连亏6年低空经济公司,东进航科去年亏损743万元
Sou Hu Cai Jing· 2025-07-01 23:38
Group 1 - The company Suzhou Planning announced plans for a significant asset restructuring, intending to acquire a controlling stake in Beijing Dongjin Aviation Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising matching funds [1][3] - The transaction is still in the planning stage, with a preliminary agreement signed with shareholders including Zhang Ning, but the final scope of the transaction is yet to be determined [3] - The final transaction price for Dongjin Aviation will be based on the results of an evaluation report, and the specific price and acquisition plan have not been finalized [3] Group 2 - Dongjin Aviation, established in 2001 with a registered capital of 47.1 million yuan, focuses on the research, production, and sales of military and civilian aviation control electronic equipment, as well as low-altitude flight service support systems and drone regulatory service platforms [3][4] - The company was previously listed on the New Third Board but officially delisted in August 2024, having reported six consecutive years of net losses from 2018 to 2023 [4] - In 2023, Dongjin Aviation achieved a revenue of 55.6288 million yuan, a year-on-year increase of 9.21%, but reported a net loss of 7.4306 million yuan, indicating an increase in the loss compared to previous periods [4]
科思科技: 公司章程
Zheng Quan Zhi Xing· 2025-07-01 16:41
Core Points - The company is Shenzhen Consys Science & Technology Co., Ltd., established as a joint-stock company in accordance with the Company Law of the People's Republic of China [2][3] - The company was registered on September 15, 2020, and publicly issued 18,883,558 shares of ordinary stock, listing on the Shanghai Stock Exchange's Sci-Tech Innovation Board on October 22, 2020 [3][4] - The registered capital of the company is RMB 105,747,925 [5] - The company aims to promote the development of electronic information and artificial intelligence industries, adhering to a culture of "scientific spirit and creative thinking" [4][5] Company Structure - The company is governed by its articles of association, which serve as a legally binding document for the organization and behavior of the company, shareholders, directors, and senior management [4][5] - The company has a permanent existence as a joint-stock company, with the chairman serving as the legal representative [4][5] - Shareholders are liable for the company's debts only to the extent of their subscribed shares, while the company is liable for its debts with all its assets [4][5] Share Issuance and Management - The company issues shares in the form of stocks, with each share having a par value of RMB 1 [6][7] - The total number of shares issued by the company is 157,074,408, all of which are ordinary shares [6][7] - The company can increase its capital through various methods, including issuing shares to unspecified objects or existing shareholders [7][8] Shareholder Rights and Responsibilities - Shareholders have rights to dividends, voting, and participation in company meetings, as well as obligations to comply with laws and the company's articles of association [11][12] - The company must maintain a shareholder register based on records from the securities registration and settlement institution [11][12] - Shareholders holding more than 5% of the company's shares must declare their holdings and any changes [10][11] Governance and Meetings - The company holds annual and temporary shareholder meetings, with specific procedures for calling and conducting these meetings [21][22] - The board of directors is responsible for convening shareholder meetings and must ensure compliance with legal and regulatory requirements [21][22] - Shareholder proposals must be submitted in writing and can be made by shareholders holding at least 1% of the company's shares [25][26] Financial Management - The company is required to disclose financial information and ensure transparency in its operations [15][16] - The board of directors must report on its activities at the annual shareholder meeting, and independent directors must also provide performance reports [74][75] - The company must adhere to regulations regarding external guarantees and financial assistance related to share acquisition [46][47]
上声电子: 苏州上声电子股份有限公司关于可转债转股结果暨股份变动公告
Zheng Quan Zhi Xing· 2025-07-01 16:20
Summary of Key Points Core Viewpoint - The announcement details the conversion results and share changes related to the company's convertible bonds, indicating a low level of conversion activity since the bonds began their conversion period. Group 1: Convertible Bond Issuance Overview - The company issued 5.2 million convertible bonds on July 6, 2023, with a total value of RMB 520 million, netting RMB 507.67 million after fees [2] - The bonds have a six-year term, from July 6, 2023, to July 5, 2029, with an initial conversion price set at RMB 47.85 per share [2] Group 2: Conversion Status - As of June 30, 2025, the total amount converted from the bonds is RMB 52,025,000, resulting in 0 shares being converted in the current quarter [1][6] - The amount of convertible bonds that remain unconverted is RMB 467,975,000, which constitutes approximately 89.9952% of the total issuance [1][6] Group 3: Share Capital Changes - The total share capital as of June 30, 2025, remains at 162,847,152 shares, with no new shares issued from the conversion of the bonds [6]
崔洪波:所有出海的中国公司,首要战略就是改变品牌 | 出海峰会
吴晓波频道· 2025-07-01 15:34
点击上图▲立即报名 6月19日至6月20日,"生而全球·共融共建"第二届出海全球峰会在新加坡举行。与 会的1300名企业家与20多位来自学界、企业界、海外的嘉宾一起,探讨中国企业出 海的新方向和新路径。 崔洪波老师在论坛上进行了《从中国出发的全球化品牌大航海时代》专题演讲,本文 整理了崔洪波老师演讲的精华部分,分享给大家。 演讲 / 崔洪波 整理 / 巴九灵(微信公众号: 吴晓波频道) 中国公司主导的跨国 经营新时代正在开启 这一轮出海,无疑是一个从中国出发的全球化品牌大航海时代。 中国企业今天的出海,并不是我们要不要出海的问题,而是用何种方式、何种姿势、如何低风险的, 或者说尽可能在一个可控范围内的出海,因 为这是一个时代发展的必然。 今天这么多人来到新加坡出海峰会现场,我觉得很欣慰,一方面是因为大家看到了出海的热度,另一方面是因为大家愿意走出来看看。 "观海"是出海的第一步,企业家要抬头看天,职业经理人要低头走路, 这一点非常重要。当你把生意的界面拉到一个很长的视角时,你的格局和 思维其实已经完全不一样了。 就比如这两年中国的车企,让大家有了很强的民族自豪感,觉得丰田和本田在中国都不行了,我们可以笑傲江湖 ...
盈趣科技(002925):IQOS新品迭代周期临近 经营有望逐季向上
Xin Lang Cai Jing· 2025-07-01 08:43
1)根据我们6 月19 日发布的新型烟草深度报告,伴随HNB 产品推新(6 月9日Glo Hilo 上市日本、日本 烟草5 月底推出Ploom Aura)、用户体验提升,其对传统卷烟消费群体的转化率和粘性会变得更强, HNB 产业渗透率有望加速提升(目前全球不到6%);而HNB 对青少年吸引力较弱,同时具备不容易 拉新、税收体系完善、减害性容易论证等特点,其渗透率提升天花板较高。 2)复盘IQOS 历史产品沿革,10 余年时间进行了大小7 次迭代,最新的Iluma i系列在24 年3 月发布(电 磁感应加热技术在21 年8 月发布),根据过往迭代周期推算,我们认为26 年的新品或有较大技术迭代 与改进,看好其销售表现。 PMI 欧洲投资者发布会再次强化HNB 长足发展信心 6 月24 日,菲莫国际(PMI)在欧洲举行投资者交流活动,以欧洲为样本分享了一些重要的数据: 1)IQOS 在欧洲的获客渠道中,雾化电子烟的比重上升、达到了20%。(完整结构:60%来自可燃卷 烟、20%来自雾化烟、15%来自其他HNB 用户、5%来自口含烟),表明HNB 对欧洲的雾化烟消费群体 吸引力正在提升。 2)在欧洲,Poly-U ...
立讯精密取得开关连接器和无线通信模块专利,有效减少相邻线路之间的信号干扰
Jin Rong Jie· 2025-07-01 06:15
金融界2025年7月1日消息,国家知识产权局信息显示,立讯精密工业股份有限公司取得一项名为"开关 连接器和无线通信模块"的专利,授权公告号CN223052516U,申请日期为2024年09月。 天眼查资料显示,立讯精密工业股份有限公司,成立于2004年,位于深圳市,是一家以从事计算机、通 信和其他电子设备制造业为主的企业。企业注册资本717934.0589万人民币。通过天眼查大数据分析, 立讯精密工业股份有限公司共对外投资了50家企业,参与招投标项目86次,财产线索方面有商标信息 123条,专利信息649条,此外企业还拥有行政许可36个。 专利摘要显示,本实用新型实施例公开了一种开关连接器和无线通信模块,包括绝缘主体、多组金属端 子、多个信号隔离件和屏蔽外壳,绝缘主体内设置有多个纵向设置的插接孔和多个横向贯通设置的端子 槽,每组金属端子包括端部相互搭接的静端子和动端子,屏蔽外壳覆盖在绝缘主体外侧,且设置有多个 避开端子槽的固定部,以屏蔽外部电磁干扰,多个插接孔与多个端子槽一一对应连通,每组端子槽内设 置有一组金属端子,当穿过插接孔按压动端子时,动端子与静端子之间分离,断开该金属端子所连接线 路,实现开关的效果 ...
A股彰显韧性,A500ETF基金(512050)盘中强势翻红,东山精密涨超9%
Mei Ri Jing Ji Xin Wen· 2025-07-01 05:39
主线风格不明情况下,布局例如中证A500指数等均衡宽基或是把握A股修复更好的方式,当前有不少主 动权益基金放弃了沪深300等传统宽基指数,转向了中证A500指数等新兴指数,也证明了中证A500的优 质编制方案。均衡宽基A500ETF基金(512050)助力投资者一键布局A股核心资产。该ETF所跟踪中证 A500指数,采取行业均衡配置与龙头优选双策略,细分行业全覆盖,融合价值与成长属性,相比沪深 300,超配电子、医药生物、电力设备等新质生产力行业,具备天然的哑铃投资属性。场外联接(A 类:022430;C类:022431)。 (文章来源:每日经济新闻) 7月1日,A股市场蓄力回调,盘面上计算机、商贸零售等概念领跌,截至13点29分,A500ETF基金 (512050)强势翻红,持仓股东山精密、华天科技、乐普医疗、海澜之家等逆市走强。拉长时间看,截 至6月30日,A500ETF基金(512050)今年上半年收涨1.47%。 国盛证券表示,下半年政策可能难以强刺激,应会更注重抓落实、做好增量政策储备,方向上应更聚焦 稳就业、保民生、稳消费、稳地产、稳市场等,力度上可能更接近"托而不举",同时基于"十五五规 划"布 ...