智通财经7月14日电，生益科技(600183.SH)发布2025年半年度业绩预告，预计归属于母公司所有者的净 利润为14亿元-14.5亿元，同比增长50%到56%。报告期内，公司覆铜板销量同比上升，覆铜板产品营业 收入增加，同时持续优化产品结构提升毛利率，推动盈利水平提升；下属子公司生益电子股份有限公司 着力提升高附加值产品占比，进一步巩固了在中高端市场的竞争优势，实现营业收入及净利润较上年同 期大幅增长。 生益科技：上半年净利同比预增50%-56% ...

Core Viewpoint - Bomin Electronics has terminated its acquisition of Benchuang Electronics due to the inability to reach consensus on key transaction terms, and will recover the 28 million yuan deposit along with interest [1][5][6]. Group 1: Acquisition Details - The acquisition plan was initiated on September 20, 2024, with a proposed cash purchase of up to 250 million yuan for 86.8535% of Benchuang Electronics [3]. - The goal of the acquisition was to enhance procurement efficiency and quality through resource integration [1][5]. - Despite the potential synergies due to Benchuang's HDI technology and capacity, negotiations lasted 10 months without reaching a formal agreement [5]. Group 2: Financial Implications - Bomin Electronics will recover the 28 million yuan deposit and interest within 30 days following the termination agreement [6]. - The termination of the acquisition is not expected to adversely affect the company's normal operations or financial status [5]. Group 3: Company Performance - In Q1 2025, Bomin Electronics reported revenue of 823 million yuan, a year-on-year increase of 14.38%, and a net profit of 27.33 million yuan, up 4.53% [7]. - The company aims to continue its strategic goals and diversify its product offerings despite the acquisition's termination [7]. - As of July 11, Bomin Electronics' stock closed at 9.95 yuan per share, reflecting a decline of 5.6%, with a market capitalization of 6.272 billion yuan [7].

Core Viewpoint - Bomin Electronics has terminated its acquisition of Benchuang Electronics, resulting in the recovery of a deposit of 28 million yuan and interest [2][10]. Summary by Sections Acquisition Details - The acquisition plan was initiated on September 20, 2024, with a cash offer not exceeding 250 million yuan for an 86.8535% stake in Benchuang Electronics [6]. - The goal was to enhance procurement efficiency and quality through resource integration [2][6]. Reasons for Termination - The parties failed to reach consensus on key transaction terms during a 10-month negotiation period, leading to the signing of a termination agreement on July 11, 2025 [8]. - Bomin Electronics emphasized that the termination would not adversely affect its normal operations or financial status [8]. Financial Implications - Bomin Electronics will recover the 28 million yuan deposit along with interest within thirty days of the termination agreement's effectiveness [10]. - The company will also release the pledge on 40% of Benchuang Electronics' shares [10]. Company Performance - In Q1 2025, Bomin Electronics reported revenue of 823 million yuan, a year-on-year increase of 14.38%, and a net profit of 27.33 million yuan, up 4.53% [10]. - The company aims to continue its strategic goals and diversify its product offerings despite the acquisition's termination [10]. Market Reaction - As of July 11, Bomin Electronics' stock closed at 9.95 yuan per share, reflecting a decline of 5.6%, with a market capitalization of 6.272 billion yuan [10].

Group 1 - The company expects a net profit of 1.65 billion to 1.75 billion yuan for the first half of 2025, representing a growth of 44.63% to 53.40% compared to the same period last year [1] - The expected basic earnings per share are between 0.86 yuan and 0.91 yuan, compared to 0.5966 yuan in the previous year [1] - The growth in revenue and net profit is attributed to the structural demand for printed circuit boards driven by emerging computing scenarios such as high-performance servers and artificial intelligence, supported by a balanced product portfolio and years of experience in mid-to-high-end products and mass production technology [1] Group 2 - The earnings forecast has not been pre-audited by the accounting firm [1] - The specific financial data will be confirmed in the company's 2025 semi-annual report [1]

Core Viewpoint - The article highlights that Chaoying Electronics Circuit Co., Ltd. has received approval for its IPO application from the Shanghai Stock Exchange, indicating a positive outlook for the company's future growth and market entry [1]. Group 1: Company Overview - Chaoying Electronics specializes in the research, production, and sales of printed circuit boards [4]. - The company was established in November 2015 and transitioned to a joint-stock company in December 2022, with a total share capital of 384,529,321 shares before the issuance [4]. - As of the end of 2024, the company employs a total of 5,581 people [4]. Group 2: Financial Performance - The company's revenue for the reporting period was 3,514.16 million yuan, 3,656.25 million yuan, and 4,123.62 million yuan, showing a growth trend [6]. - The net profit attributable to the parent company for the same period was 75.12 million yuan, 256.13 million yuan, and 260.60 million yuan, indicating significant profit growth [6]. Group 3: Shareholding Structure - The direct controlling shareholder of the company is Dynamic Holding, which holds 97.85% of the shares. Dynamic Holding is a wholly-owned subsidiary of WINTEK (MAURITIUS), which is in turn a wholly-owned subsidiary of Dingying Electronics [5]. - Dingying Electronics is a wholly-owned subsidiary of Dingying Investment Holdings, which does not have a single controlling shareholder due to the dispersed shareholding structure [5]. Group 4: Key Issues Raised During Listing Committee Inquiry - The company was asked to explain the necessity of selling through overseas subsidiaries, the reasons for price differentials, and the effectiveness of internal controls related to overseas fund management [7]. - The inquiry also focused on the high proportion of external sales revenue and customer concentration, requesting an analysis of the impact of trends in the domestic and international electric vehicle industry on the company's revenue and profit sustainability [8]. - The company was questioned about the trends in gross profit margin and whether these trends would adversely affect its ongoing operations [9]. - Additionally, the inquiry addressed the company's debt structure, asset pledges, capital expenditure needs, and cash flow from operating activities to assess the reasonableness and stability of its debt scale [10].

沪电股份（002463）公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为16.5亿 元–17.5亿元，同比上年11.41亿元增长44.63%-53.40%；扣除非经常性损益后的净利润为16.1亿元-17.1亿 元，同比上年11.11亿元增长44.85%-53.85%；基本每股收益为0.86元/股–0.91元/股。受益于高速运算服 务器、人工智能等新兴计算场景对印制电路板的结构性需求，依托平衡的产品布局以及深耕多年的中高 阶产品与量产技术，预计公司2025年半年度的营业收入和净利润较上年同期均将有所增长。 ...

Summary of Key Points Core Viewpoint - The company, Jin'an Guoji Group Co., Ltd., has released its performance forecast for the first half of 2025, indicating a significant decline in net profit attributable to shareholders compared to the same period last year, while the net profit after deducting non-recurring gains is expected to show substantial growth [1][2]. Financial Performance - The expected net profit attributable to shareholders is projected to be between 15 million and 22.5 million yuan, a decrease of 67.83% to 78.56% compared to last year's 69.95 million yuan [1]. - The net profit after deducting non-recurring gains is forecasted to be between 6 million and 8 million yuan, reflecting a growth of 4700% to 6300% from last year's 1.25 million yuan [2]. - The basic earnings per share are estimated to be between 0.021 yuan and 0.031 yuan, compared to 0.096 yuan in the previous year [1]. Reasons for Performance Changes - The decline in net profit attributable to shareholders is primarily due to the absence of significant investment income, which was 77.01 million yuan in the previous period, as the company sold 60% of its stake in Shanghai Jinban Technology Co., Ltd. [1]. - The increase in net profit after deducting non-recurring gains is attributed to improved internal management, optimized product structure, and increased production capacity utilization, leading to a rise in the quantity of copper-clad laminates sold and a slight recovery in sales prices [2].

Core Viewpoint - The company Ultrasonic Electronics has decided to lower the transfer price of its 62% stake in Sichuan Ultrasonic Printed Circuit Board Co., Ltd. by up to 10% after failing to attract potential buyers despite extending the listing period 21 times over six months [1][2]. Group 1: Price Adjustment and Financials - The adjusted transfer price will not be less than 67.11 million yuan, which is slightly above the book value of 65.10 million yuan for the stake [2]. - Sichuan Ultrasonic reported a revenue of 120 million yuan in 2023, with a net loss of 61.55 million yuan. In the first half of 2024, the revenue was 45.88 million yuan, with a loss of 10.67 million yuan [2]. Group 2: Transaction Details - The transfer will not change the corporate entity of Sichuan Ultrasonic, and there will be no employee relocation issues or transfer of debts [3]. - The buyer is required to provide a shareholder loan to Sichuan Ultrasonic to settle a 16 million yuan loan from a bank, as the company lacks sufficient cash flow [4]. - After the transfer, the buyer will have one year to continue using the name "Sichuan Ultrasonic Printed Circuit Board Co., Ltd." before it must be changed [4].

Core Viewpoint - The company has announced a profit distribution plan for the fiscal year 2024, which includes a cash dividend of 0.198 CNY per share, totaling approximately 197.69 million CNY to be distributed to all shareholders [3][4][5]. Distribution Plan - The profit distribution plan was approved at the annual general meeting held on May 29, 2025 [1]. - The cash dividend of 0.198 CNY per share (including tax) will be distributed based on a total share capital of 998,442,611 shares [3][4]. - The distribution will be managed by China Securities Depository and Clearing Corporation Limited Shanghai Branch, with cash dividends available for collection at designated securities firms on the payment date [2][3]. Taxation Details - For individual shareholders holding shares for over one year, the dividend income is exempt from personal income tax; for those holding shares for less than one month, the full amount is subject to a 20% tax rate [4]. - Qualified Foreign Institutional Investors (QFII) will have a 10% corporate income tax withheld, resulting in a net dividend of 0.1782 CNY per share [5][6]. - Hong Kong investors will also have a 10% tax withheld, with the same net dividend of 0.1782 CNY per share, and they may apply for tax treaty benefits if applicable [6]. Consultation Information - For inquiries regarding the profit distribution, shareholders can contact the board office of Guangdong Yidun Electronics Technology Co., Ltd. at 0760-22813684 [8].

Core Viewpoint - The announcement from Huadian Co., Ltd. indicates a strategic move to engage in investment negotiations with the Huangshi Economic and Technological Development Zone, with a proposed investment not exceeding 3.6 billion yuan to support the future development of its wholly-owned subsidiary, Huangshi Hushi Electronics Co., Ltd. [1] Company Overview - Huadian Co., Ltd. is a leading PCB (Printed Circuit Board) manufacturer, which plays a crucial role in the electronics industry by providing essential components for various applications, including communication electronics, consumer electronics, computers, and data centers [3]. Performance of Huangshi Hushi - Huangshi Hushi, a wholly-owned subsidiary of Huadian Co., Ltd., has shown strong performance with a reported revenue of 2.929 billion yuan and a net profit close to 500 million yuan for the fiscal year 2024, reflecting year-on-year growth of 47.33% and 47.65% respectively [4]. Industry Cluster Advantages - The Huangshi Economic and Technological Development Zone is recognized as the largest optical electronic information industry cluster in Hubei Province outside of Wuhan, with a complete industrial chain for the PCB industry. Numerous significant investments have been made in the area, including projects exceeding 2 billion yuan and 5 billion yuan, with over 100 optical electronic information companies, including several global top 50 PCB firms [5]. Investment Negotiation Status - The potential investment project for Huangshi Hushi is currently in the negotiation phase and has not yet resulted in a legally binding agreement. The final investment cooperation agreement will require further discussions and formal signing, indicating significant uncertainty regarding the implementation of the investment [5].