Group 1 - Tian Tie Technology's wholly-owned subsidiary signed a procurement order worth 400 million yuan with Zhuhai Xinjie Energy Technology [1] - Shenli Co., Ltd. announced the termination of a share transfer agreement due to the buyer's failure to pay [1] - *ST Tianwei expects a net profit of 30.06 million yuan for the first half of 2025, a significant increase compared to the previous year [2] Group 2 - Weisheng Information reported a net profit of 305 million yuan for the first half of 2025, up 12.24% year-on-year [3] - Fudan Microelectronics anticipates a net profit decline of 39.67% to 48.29% for the first half of 2025 [3] - Jinbei Electric achieved a net profit of 296 million yuan for the first half of 2025, a 7.46% increase year-on-year [4] Group 3 - Huaneng International reported a net profit of 9.262 billion yuan for the first half of 2025, a 24.26% increase year-on-year [4] - Quzhou Development is planning to issue shares to acquire assets, leading to a temporary stock suspension [4] - Huaye Fragrance's controlling shareholder plans to reduce their stake by up to 3% [5] Group 4 - Zhongbei Communication's subsidiary terminated a planned acquisition due to a lack of consensus on key issues [6] - Saiwei Electronics' major shareholder reduced their stake by 1.06% [7] - Suzhou Planning's shareholders plan to collectively reduce their stake by up to 4.5% [7] Group 5 - *ST King Kong received court approval for a new 100 million yuan debt during its pre-restructuring period [8] - Anche Detection's controlling shareholder is planning a change in control, resulting in a temporary stock suspension [9] - Ruishun Technology's shareholders plan to reduce their stake by up to 3.0013% [11] Group 6 - Guanghuan New Network's controlling shareholder's associates plan to reduce their stake by up to 0.08% [13] - Shanghai Auto Parts' shareholders plan to reduce their stake by up to 1.75% [14] - Aosaikang's shareholder plans to reduce their stake by up to 1.48% [14] Group 7 - Edifier's director plans to reduce their stake by up to 850,810 shares [14] - Xintian Pharmaceutical elected a new chairman and vice chairman [15] - Sanbaisuo adjusted its investment plan to increase investment in its subsidiary in Vietnam by 20.52 million USD [17]

Economic Overview - Guangzhou's GDP nominal growth rate is approximately 5.5%, which is higher than the provincial rate of 5.3% and the rate of Chongqing at 5.23% [1] - The city's industrial output value has finally returned to positive growth after 15 months of decline, with a growth rate of 0.7% [1][4] - Real estate development investment has also turned positive, showing a year-on-year growth of 4.1% after three years of negative growth [1][9] Industrial Performance - The automotive sector remains sluggish, with a year-on-year decrease in output value of 5.7%, although the decline has narrowed compared to the first quarter [4] - Other industrial sectors, such as electrical machinery and specialized equipment manufacturing, have shown better performance, with growth rates of 11.3% and 7.5% respectively [4][5] - The production of new energy vehicles has increased by 9.5% year-on-year, indicating a recovery in this segment [5] Foreign Trade - Guangzhou's foreign trade has seen significant growth, with total trade reaching a historical high of 6050.5 billion yuan, a year-on-year increase of 15.5% [10] - The export growth rate is particularly impressive at 25.2%, making it the highest among the top ten foreign trade cities [10][11] - The export of electric vehicles, lithium batteries, and photovoltaic products has contributed to this growth, with a 30.8% increase in these "new three items" [11] Real Estate Sector - After three years of negative growth, real estate investment in Guangzhou has shown signs of recovery, with a 4.1% increase in the first half of 2025 [9] - The sales situation in the real estate sector has not significantly improved, but there has been a rebound in land sales, new construction areas, and new investment amounts [9] Contribution of Private Enterprises - Private enterprises, such as Xpeng Motors and Shein, have played a crucial role in boosting exports, with Xpeng's overseas sales increasing by 217% year-on-year [13] - The number of foreign trade enterprises in Guangzhou has reached 23,000, an increase of 10.3%, indicating a growing participation of private companies in the export market [13]

Economic Performance - In the first half of 2025, Guangzhou's GDP reached 1,508.099 billion yuan, with a year-on-year growth of 3.8% [1] - The primary industry added value was 11.234 billion yuan, growing by 4.2%; the secondary industry added value was 370.587 billion yuan, growing by 2.1%; and the tertiary industry added value was 1,126.278 billion yuan, growing by 4.3% [1] Industrial Growth - The industrial added value in Guangzhou increased by 0.7% year-on-year, with the automotive manufacturing sector facing challenges, showing a decline of 5.7% [2] - New energy vehicle production accelerated, with cumulative output growing by 9.5%, an increase of 8.8 percentage points compared to the first quarter [2] - The integrated circuit manufacturing sector saw a significant increase in added value by 30.0%, while production of LCD modules, analog chips, and industrial robots grew by 150%, 19.5%, and 19.0% respectively [2] - Fixed asset investment in Guangzhou grew by 0.8% year-on-year, with infrastructure investment increasing by 4.2% and real estate development investment recovering with a growth of 4.1% [2] Consumer Market Recovery - The total retail sales of consumer goods in Guangzhou reached 561.122 billion yuan, with a year-on-year growth of 5.9%, improving by 2.4 percentage points from the first quarter [3] - Retail sales of new energy vehicles, communication equipment, home appliances, and furniture showed strong demand, with significant increases in sales [3] - Online retail sales of physical goods grew by 16.4%, and restaurant revenues through online platforms increased by 10.9% [3] - By the end of June, the balance of deposits and loans in Guangzhou's financial institutions reached 17.69 trillion yuan, with deposits growing by 4.7% and loans by 5.0% [3]

Group 1 - RuiLian New Materials plans to terminate the raw material project of Weinan RuiLian Pharmaceutical due to uncertainties in the construction timeline of the second phase [1] - HaiDa Group reported a net profit of 2.639 billion yuan for the first half of 2025, a year-on-year increase of 24.16% [1] Group 2 - JinCheng Pharmaceutical's subsidiary received the CEP certificate for Oseltamivir phosphate chemical raw material from the European Medicines Agency [2] - WenFeng Co. announced that 124 million shares held by shareholder Zheng SuZhen will be judicially auctioned [3] Group 3 - ShanJin International plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [5] - XiDian Pharmaceutical's shareholders plan to reduce their holdings by up to 3% of the company's total shares [7] Group 4 - ZhongTung High-Tech's subsidiary intends to purchase assets from Wukuang Tungsten Industry for 135 million yuan [9] - ZhongTung High-Tech's subsidiary plans to implement a 1.4 billion micro-drill intelligent manufacturing project with an estimated total investment of 178 million yuan [10] Group 5 - TianYi Co. has been selected as the first candidate for two procurement projects by China Mobile, with a total share of 160% [11] - GuangKu Technology is planning a major asset restructuring and has suspended trading of its stock [13] Group 6 - FaShiLong's controlling shareholder plans to transfer part of its shares, with the stock resuming trading [14] - TaiGe Pharmaceutical's shareholder plans to reduce holdings by up to 3 million shares [15] Group 7 - DaLian ShengYa's controlling shareholder is set to change, with the stock resuming trading [16] - JuRan Smart Home announced the passing of its actual controller and CEO, Wang LinPeng [18] Group 8 - JingQuanHua's shareholder plans to reduce holdings by up to 1% of the company's total shares [19] - JiangTe Electric's control change has progressed, with the stock resuming trading [21] Group 9 - AiWei Electronics plans to issue convertible bonds to raise up to 1.901 billion yuan for various projects [22] - ShangWei New Materials stated that its stock price has significantly deviated from its current fundamentals [22] Group 10 - JingHe Integrated plans to invest 1.195 billion yuan in Anhui Jingmei to support its layout in the photomask industry [23]

Core Viewpoint - Company plans to invest in Anhui Jingmei Photomask Co., Ltd. with a total capital increase of 1.195 billion yuan, where the company will contribute 200 million yuan, resulting in a 16.67% equity stake in the target company [1][3][5] Summary by Sections Investment Overview - The investment involves collaboration with related parties, including Hefei State-owned Capital Venture Investment Co., Ltd. and Hefei Jianxiang Investment Co., Ltd., constituting a related party transaction but not a major asset restructuring as per regulations [2][5] - The investment has been approved by the company's board and supervisory board, and does not require shareholder approval [2][21] Industry Context - The semiconductor industry in China is rapidly developing, with photomasks being a critical material in semiconductor manufacturing, leading to increased demand for high-performance photomasks [3][4] - The company began constructing a photomask production line in 2022 and produced the first semiconductor photomask in Anhui Province in July 2024, filling a market gap [3][4] Strategic Rationale - The company aims to separate its photomask business for independent operation to better capture market opportunities and enhance production scale, supply chain stability, and competitiveness [3][4] - The collaboration with external investors is intended to support the establishment of a photomask production line focused on 28nm and above process nodes [3][4] Financial Details - The total capital increase for Anhui Jingmei is set at 1.195 billion yuan, with each investor contributing at a price of 1.00 yuan per registered capital [1][3] - After the investment, the company will hold a 16.67% stake in Anhui Jingmei, with the remaining shares distributed among other investors [5][11] Related Party Transactions - Hefei State-owned Capital Venture Investment Co., Ltd. and Hefei Jianxiang Investment Co., Ltd. are identified as related parties, and the transaction is structured to ensure fairness and compliance with regulations [5][6] - The company has no prior equity stake in Anhui Jingmei before this investment [5][11] Governance and Compliance - The investment agreement is subject to various approvals and conditions, including the completion of necessary legal and regulatory procedures [16][18] - The company has committed to ensuring that the transaction does not adversely affect the interests of shareholders, particularly minority shareholders [5][22]

Group 1 - The company held the sixth special meeting of the second board of independent directors on July 25, 2025, via telecommunication, with all three independent directors present [1] - The meeting reviewed and approved the proposal for external investment and related transactions, which aligns with the company's strategic development needs and enhances sustainable development capabilities [1] - The independent directors unanimously agreed to submit the proposal for external investment and related transactions to the board for further review, with a voting result of 3 in favor, 0 against, and 0 abstentions [1] Group 2 - The proposal for transferring technology to Anhui Jingmei was reviewed and approved, supporting the company's business development and adhering to principles of openness, fairness, and justice [2] - The independent directors unanimously agreed to submit the technology transfer proposal to the board for further review, with a voting result of 3 in favor, 0 against, and 0 abstentions [2] - The proposal for leasing factory buildings and supporting facilities to Anhui Jingmei and Anhui Jingrui was also reviewed and approved, benefiting the company's business development without harming the interests of shareholders [2] - The independent directors unanimously agreed to submit the leasing proposal to the board for further review, with a voting result of 3 in favor, 0 against, and 0 abstentions [2]

Core Viewpoint - The company, Hefei Jinghe Integrated Circuit Co., Ltd., is planning to invest in and establish Anhui Jingmei Photomask Co., Ltd. to enhance its photomask production capabilities, which are crucial for the semiconductor industry, particularly for 28nm and above process nodes [1][2][3]. Summary by Sections 1. Overview of Related Transactions - The company is establishing a photomask production line, with the first semiconductor photomask produced in July 2024, filling a gap in Anhui Province [1]. - The investment aims to separate the photomask business for independent operation, enhancing market competitiveness and operational flexibility [2]. 2. Investment Details - The company plans to invest a total of 1.195 billion yuan in Anhui Jingmei, with its own contribution being 200 million yuan, representing a 16.67% equity stake post-investment [3][4]. - The investment will involve multiple investors, including Hefei State-owned Capital Venture Investment Co., Ltd. and Hefei Jianxiang Investment Co., Ltd. [3]. 3. Related Party Transactions - The transaction is classified as a related party investment due to the involvement of companies controlled by the company's major shareholder [4]. - The company has not previously held any equity in Anhui Jingmei, and the transaction does not affect its independence or financial status significantly [4][5]. 4. Financial and Operational Impact - Anhui Jingmei has not yet commenced operations, and its financials currently show zero assets and liabilities [13]. - The investment is expected to enhance the company's supply chain stability and overall competitiveness in the semiconductor industry [22]. 5. Governance and Compliance - The investment proposal has been approved by the company's board and independent directors, ensuring compliance with relevant regulations [23][25]. - The pricing for the investment is deemed fair and reasonable, with no adverse effects on the interests of shareholders, particularly minority shareholders [25].

Core Viewpoint - The article discusses the special verification opinion regarding the differentiated dividend distribution of Haowei Integrated Circuit (Group) Co., Ltd., confirming that the distribution complies with relevant laws and regulations [1][5]. Group 1: Reasons for Differentiated Dividend - The company has conducted multiple share repurchase plans, with total repurchase amounts ranging from RMB 3 billion to RMB 12 billion, and share prices capped between RMB 85 and RMB 100 per share [1]. - As of the latest report, the company has repurchased a total of 15,134,363 shares, which are held in a dedicated repurchase account and do not participate in the dividend distribution [3][4]. Group 2: Dividend Distribution Details - The proposed dividend distribution is set at RMB 2.20 per 10 shares (including tax), based on a total share capital of 1,217,223,785 shares, excluding the repurchased shares [4]. - The actual number of shares participating in the distribution is 1,202,089,422 shares, leading to a calculated ex-dividend reference price of RMB 125.57 per share [4]. Group 3: Conclusion - The special verification opinion concludes that the differentiated dividend distribution aligns with the Company Law, Securities Law, and self-regulatory guidelines, ensuring no harm to the interests of the company and its shareholders [5].

A 股代码：688981 A 股简称：中芯国际 公告编号：2025-018 港股代码：00981 港股简称：中芯国际 中芯国际集成电路制造有限公司 关于作废处理 2021 年科创板限制性股票激励计划 议案》、《关于公司 2021 年科创板限制性股票激励计划预留授予部分第一个归属 期符合归属条件的议案》、《关于作废处理 2021 年科创板限制性股票激励计划部 分限制性股票的议案》。 议案》、《关于公司 2021 年科创板限制性股票激励计划预留授予部分第二个归属 期符合归属条件的议案》、《关于作废处理 2021 年科创板限制性股票激励计划部 分限制性股票的议案》。 部分限制性股票的公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 或"公司"）董事会以书面决议形式审议通过了《关于作废处理 2021 年科创板限 制性股票激励计划部分限制性股票的议案》，现将有关事项说明如下： 一、公司 2021 年科创板限制性股票激励计划已履行的决策程序和信息披露 情况 年科创板限制性股票激励计划（草案）>及其摘要的议案》、《关于公司<2021 ...

A 股代码：688981 A 股简称：中芯国际 公告编号：2025-017 港股代码：00981 港股简称：中芯国际 中芯国际集成电路制造有限公司 首次授予部分第四个归属期及 预留授予部分第三个归属期符合归属条件的公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： ? 限制性股票拟归属数量：1,120.82 万股（首次授予部分 983.59 万股、预 留授予部分 137.23 万股） ? 归属股票来源：公司向激励对象定向发行公司 A 股普通股股票。 一、本次股权激励计划批准及实施情况 （一）本次股权激励计划方案及履行的程序 （1）股权激励方式：第二类限制性股票。 （2）授予数量：授予的限制性股票总量为 7,565.04 万股，约占公司 2021 年 科创板限制性股票激励计划（以下简称"激励计划"）草案公告时公司股本总额 告时公司股本总额的 0.85%；预留 811.52 万股，约占激励计划草案公告时公司股 本总额的 0.10%。 （3）授予价格：20 元/股，即满足授予条件和归属条件后，激励对象可以每 股 ...