证券代码：002938 证券简称：鹏鼎控股 公告编号：2025-051 鹏鼎控股（深圳）股份有限公司 关于公司 2024 年限制性股票激励计划第一个解除限售期 解除限售条件部分成就的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 票数量 261.1412 万股，占公司目前总股本的 0.1127%。 后上市流通前，公司将发布相关提示性公告，敬请投资者注意。 鹏鼎控股（深圳）股份有限公司（以下简称"公司"）于 2025 年 8 月 12 日召开了第三届董事会第十八次会议，审议通过了《关于公司 2024 年限制性股 票激励计划第一个解除限售期解除限售条件部分成就的议案》。鉴于公司 2024 年限制性股票激励计划（以下简称"本次激励计划"）第一个解除限售期解除限 售条件已部分成就，根据公司 2024 年第一次临时股东大会的授权，公司将按照 规定为本次符合解除限售条件的激励对象办理第一个解除限售期解除限售相关 事宜。具体情况说明如下： 一、本次激励计划实施情况概要 鹏鼎控股（深圳）股份有限公司 2024 年限制性股票激励计划（草案）>及其摘要的 议案》 ...

格隆汇8月12日丨鹏鼎控股(002938.SZ)公布2025年半年度报告，上半年公司实现营业收入163.75亿元， 同比增长24.75%；归属于上市公司股东的净利润12.33亿元，同比增长57.22%；归属于上市公司股东的 扣除非经常性损益的净利润11.49亿元，同比增长51.90%；基本每股收益0.53元。 ...

（文章来源：每日经济新闻） 奥士康（SZ 002913，收盘价：40.06元）8月12日晚间发布半年度业绩报告称，2025年上半年营业收入 约25.65亿元，同比增加19.43%；归属于上市公司股东的净利润约1.96亿元，同比减少11.96%；基本每 股收益0.62元，同比减少11.43%。 ...

Group 1 - The company announced an adjustment to its share repurchase price ceiling from 39.40 yuan per share to 53.35 yuan per share, reflecting confidence in its future development [2] - The adjustment to the price ceiling will take effect from August 13, 2025, while other aspects of the repurchase plan remain unchanged [2]

奥士康公告，2025年上半年营业收入25.65亿元，同比增长19.43%。净利润1.96亿元，同比下降 11.96%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

Group 1 - A total of 67 A-share companies have disclosed their 2024 annual profit distribution plans, with 6 companies planning to distribute over 1 billion yuan [1] - The pharmaceutical and computer industries have seen a significant increase in dividend payout ratios, while traditional industries have seen a decrease [1] - The China Securities Regulatory Commission (CSRC) has issued new guidelines to enhance the regular dividend mechanism for listed companies, encouraging clear dividend policies in company charters [1][2] Group 2 - The new regulations have led to a noticeable increase in the enthusiasm for dividends among listed companies, with a projected total dividend payout of 2.4 trillion yuan for 2024, marking a historical high [2] - Companies with strong dividend capabilities are more likely to attract funding, as institutional investors prefer stable dividend-paying stocks, which can enhance market stability and promote healthy development of listed companies [3] - Dividends are expected to influence the market value of listed companies through both short-term adjustments and long-term value reassessments, thereby improving market structure and guiding capital flow [4]

（文章来源：证券日报） 证券日报网讯 8月11日晚间，四会富仕发布公告称，公司使用部分闲置募集资金进行现金管理，截至本 公告日，公司已将到期的现金管理产品（招商银行智汇系列看涨两层区间94天结构性存款）的本金及收 益赎回，赎回本金5，000万元，取得现金管理收益251，095.89元，本金及收益已归还至募集资金专 户。截至本公告日，公司使用闲置募集资金购买的尚未到期的金融机构理财产品金额为16，000万元， 未超过董事会对公司使用部分闲置募集资金进行现金管理的批准额度。 ...

证券日报网讯崇达技术（002815）8月11日在互动平台回答投资者提问时表示，截至2025年8月8日，公 司股东人数为50，244户。 ...

Core Viewpoint - After the acquisition by local state-owned assets, the PCB manufacturer Shiyun Circuit is expanding its profit margins by investing in the filter field, specifically in Shenzhen New Sound Semiconductor Co., Ltd. with an investment of 125 million yuan to acquire a 3.82% stake [1][2]. Investment Details - Shiyun Circuit, along with partners Shunke Juxin and Hongsheng Jiacheng, plans to invest a total of 269 million yuan in New Sound Semiconductor, with Shiyun Circuit contributing 125 million yuan, of which 949,234 yuan will be registered as capital and 124 million yuan as capital reserve [2]. - New Sound Semiconductor specializes in the research, production, and sales of SAW (Surface Acoustic Wave) filters and BAW (Bulk Acoustic Wave) filters, with products already supplied to major smartphone brands like Xiaomi, Honor, and Samsung [2][3]. Market Potential - The demand for automotive-grade filters is expected to grow rapidly with the advancement of intelligent driving technology. Shiyun Circuit aims to leverage its customer resources in the automotive electronics sector to support New Sound Semiconductor in reaching end customers and accelerating the introduction of automotive-grade filters [3]. Strategic Positioning - The investment aligns with Shiyun Circuit's strategic goal of establishing a presence in high-tech segments of the electronic information industry, focusing on innovative technology needs in smart vehicles and AIoT applications [3]. - The company anticipates forming a deep cooperative relationship with New Sound Semiconductor to promote the adoption of new automotive filters and modular solutions in the industry, aiming for mutual benefits [3]. Ownership Structure - The transaction constitutes a related party transaction as Shunke Juxin is an affiliate of Shiyun Circuit. The ownership structure indicates that Shunke Juxin is a partnership established by several entities controlled by the Foshan Shunde District State-owned Assets Supervision and Administration Commission [4]. - The introduction of local state-owned assets is expected to enhance the financial credibility and capital strength of Shiyun Circuit, facilitating domestic market expansion and connections with new energy vehicle manufacturers and leading internet companies [5].

Core Viewpoint - Shiyun Circuit plans to invest 125 million yuan in Shenzhen Xinsong Semiconductor, which has a net asset of 21.2 million yuan and a valuation of 3 billion yuan [2][3] Investment Details - The investment will be made through capital increase, acquiring 3.8238% equity in Xinsong Semiconductor [2] - The investment requires only board approval and does not need a shareholders' meeting [2] Company Overview - Xinsong Semiconductor specializes in the R&D, production, and sales of SAW (Surface Acoustic Wave) filters and BAW (Bulk Acoustic Wave) filters [3] - The company holds over 170 authorized patents in China and the U.S., with products covering mainstream mobile communication frequency bands [3] - It is the first filter company in China to pass AEC-Q200 automotive certification, with products already in mass production for the automotive market [3] Financial Performance - As of June 30, 2025, Xinsong Semiconductor's total assets and net assets are 458 million yuan and 21.2 million yuan, respectively, with a debt ratio of 95.37% [4][6] - The company reported revenues of 227 million yuan and a net loss of 28.8 million yuan for the year 2024, with a revenue of 102 million yuan and a net loss of 55.3 million yuan for the first half of 2025, indicating an expanding loss [4][6] Valuation Basis - The investment is based on a pre-investment valuation of 3 billion yuan, which reflects the company's product development progress and business growth compared to the previous financing round [7] - The previous financing round had a post-investment valuation of approximately 2.538 billion yuan [7] Product Development and Business Growth - Xinsong Semiconductor has made significant progress in product development, including new high-frequency BAW products and successful mass production of automotive-grade filters [7] - The company achieved a revenue of 102 million yuan in the first half of 2025, representing a 25% year-on-year growth, with a strong order backlog [8] Company Background - Shiyun Circuit specializes in PCB (Printed Circuit Board) manufacturing and was listed on the Shanghai Stock Exchange in April 2017 [8] - As of August 8, 2023, Shiyun Circuit's market capitalization is 23.06 billion yuan [9]