8月20日，甬矽转债盘中上涨2.26%报181.802元/张，成交额1.24亿元，转股溢价率43.44%。 资料显示，甬矽转债信用级别为"A+"，债券期限6年（本次发行的可转换公司债券票面利率设定为:第一 年0.20%,第二年0.40%,第三年0.80%,第四年1.50%,第五年2.00%,第六年2.50%），对应正股名称为甬矽电 子，转股开始日为2026年1月2日，转股价28.39元。 可转换债券简称可转债，是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券，兼具债 权和股权的特征。一般而言，持有人可按照发行时约定的价格将债券转换成公司的普通股票的债券。如 果债券持有人不想转换，则可以继续持有债券，直到偿还期满时收取本金和利息，或者在流通市场出售 变现。 资料显示，甬矽电子(宁波)股份有限公司于2022年11月在上交所科创板上市,股票简称:甬矽电子,股票代 码:688362。公司成立于2017年11月,主要从事集成电路封装和测试方案开发、不同种类集成电路芯片的 封装加工和测试。公司以中高端封装及先进封装技术和产品为主,一期厂区占地面积约126亩,总投资约45 亿元,主要生产QFN/DFN、WBLG ...

Core Viewpoint - Shanghai Xiangxin Integrated Circuit Co., Ltd. has filed for bankruptcy, marking the exit of a significant local packaging and testing enterprise from the market, despite its previous achievements in the industry [1][2]. Group 1: Company Overview - Xiangxin was established in 2011 and focused on integrated circuit packaging and testing, aiming to become a reliable supplier of power management chips [3]. - The company developed various mature packaging processes, including SOP and SOT, and accumulated 35 patents, earning titles such as "High-tech Enterprise" and "Specialized and Innovative" [1][2]. Group 2: Business Challenges - Despite its technological capabilities, Xiangxin struggled to maintain operational resilience, facing challenges such as failed equity restructuring attempts and multiple contract disputes [1]. - The company had a total of 4 million yuan in mortgaged equipment, indicating significant pressure on its cash flow [1]. - A reduction in customer orders and rising costs led to an inability to sustain operations, ultimately resulting in the decision to enter judicial bankruptcy proceedings [1][2]. Group 3: Market Context - Xiangxin initially benefited from the surge in domestic demand for power management chips, supporting applications in consumer electronics and industrial control [3]. - However, the company could not withstand market shocks due to its reliance on a single technology route and a relatively concentrated customer base, leading to a vicious cycle of revenue decline and cash flow strain when core customer orders fluctuated [3].

截至预案公告日，公司股本总额为10,687.98万股，梁大钟直接持有公司4,579.00万股股份，通过气 派谋远间接控制公司1.50万股，合计控制公司股份总数的42.86%，系公司的控股股东；白瑛直接持有公 司1,080.00万股，占公司股份总数的10.11%，梁大钟、白瑛夫妇合计控制公司股份总数的52.96%，系公 司实际控制人。本次发行的股票由公司实际控制人梁大钟、白瑛及其关联方梁华特全额认购，本次发行 完成后，梁大钟先生仍为公司的控股股东，梁大钟、白瑛、梁华特为公司实际控制人，公司实际控制人 由梁大钟、白瑛变更为梁大钟、白瑛、梁华特。 2021年6月23日，气派科技在上交所科创板上市，公开发行新股2657.00万股，每股发行价格14.82 元，保荐机构（主承销商）是华创证券有限责任公司，保荐代表人是杨锦雄、孙翊斌。 气派科技的募集资金总额为3.94亿元，募集资金净额为3.38亿元，较原拟募资少1.48亿元。气派科 技此前披露的招股书显示，公司拟募资4.86亿元，分别用于"高密度大矩阵小型化先进集成电路封装测 试扩产项目""研发中心（扩建）建设项目"。 中国经济网北京8月15日讯 气派科技（688216. ...

Group 1 - The core point of the news is the performance and characteristics of the convertible bond issued by Yongxi Electronics, which has seen a decline in its market price and has specific terms regarding its conversion into equity [1][2] - Yongxi Electronics was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board in November 2022, focusing on integrated circuit packaging and testing solutions [2] - The company has a significant investment in advanced packaging technology, with a total investment of approximately 156 billion yuan across its two phases of development [2] Group 2 - For the first quarter of 2025, Yongxi Electronics reported a revenue of 945.5 million yuan, representing a year-on-year increase of 30.12%, and a net profit attributable to shareholders of 24.6 million yuan, up 169.4% year-on-year [2] - The concentration of shareholding is notable, with the top ten shareholders holding a combined 52.91% of the shares, indicating a relatively concentrated ownership structure [2] - The average holding amount per shareholder is approximately 503,300 yuan, with a total of 16,660 shareholders [2]

Core Viewpoint - The news highlights the performance and financial metrics of Yongxi Electronics and its convertible bonds, indicating a positive trend in revenue and profit growth, alongside details of the company's operations and future plans [1][2]. Group 1: Convertible Bonds - Yongxi Convertible Bonds rose by 2.37% to 154.175 yuan per bond, with a trading volume of 50.35 million yuan and a conversion premium of 34.32% [1]. - The credit rating of Yongxi Convertible Bonds is "A+", with a maturity of 6 years and a tiered coupon rate starting from 0.20% in the first year to 2.50% in the sixth year [1]. - The conversion price for the bonds is set at 28.39 yuan, with the conversion period starting on January 2, 2026 [1]. Group 2: Company Overview - Yongxi Electronics was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board in November 2022, focusing on integrated circuit packaging and testing solutions [2]. - The company was established in November 2017 and has invested approximately 45 billion yuan in its first-phase facility, which covers 126 acres and produces various high-end packaging products [2]. - The second phase of the project will cover 500 acres with an investment of 111 billion yuan, focusing on advanced wafer-level packaging technologies [2]. Group 3: Financial Performance - For the first quarter of 2025, Yongxi Electronics reported a revenue of 945.5 million yuan, a year-on-year increase of 30.12% [2]. - The net profit attributable to shareholders was 24.6 million yuan, reflecting a significant year-on-year increase of 169.4% [2]. - The company reported a non-recurring net profit of -28.1 million yuan, which is an increase of 38.95% year-on-year [2]. Group 4: Shareholder Structure - As of March 2025, Yongxi Electronics has a concentrated shareholder structure, with the top ten shareholders holding a combined 52.91% of shares [2]. - The top ten circulating shareholders account for 35.14% of the shares, with a total of 16,660 shareholders [2]. - The average circulating shares per shareholder are 16,720, with an average holding amount of 503,300 yuan [2].

Group 1 - The core transaction involved Tongfu Microelectronics, with a block trade of 1.4324 million shares [1] - The total transaction value was 35.108 million yuan, accounting for 2.48% of the total trading volume on that day [1] - The transaction price was 24.51 yuan per share, representing an 11.61% discount compared to the market closing price of 27.73 yuan [1]

1、泸州老窖：2024年度每10股派45.92元现金，合计分红总额约67.59亿元 泸州老窖公告，2024年度分红派息方案为每10股派45.92元人民币现金(含税)。股权登记日为2025年8月7 日，除权除息日为2025年8月8日。本次现金分红总额约67.59亿元(含税)。公司总股本为14.72亿股，不 送红股，不进行资本公积金转增股本。此次分红派息对象为截止2025年8月7日下午深圳证券交易所收市 后，在中国证券登记结算有限责任公司深圳分公司登记在册的公司全体股东。分红派息将通过中国结算 深圳分公司代派或公司自行派发。 2、华天科技：拟20亿元设立2.5D/3D集成电路封装测试公司 抢抓先进封装市场先机 华天科技公告称，公司拟由全资子公司华天江苏、华天昆山及全资下属合伙企业先进壹号共同出资，设 立全资子公司南京华天先进封装有限公司，注册资本总额20亿元。其中，华天江苏认缴出资10亿元，占 比50%;华天昆山认缴出资6.65亿元，占比33.25%;先进壹号认缴出资3.35亿元，占比16.75%。新公司将 主要从事2.5D/3D集成电路封装测试业务，旨在抢抓先进封装市场先机，推动公司在先进封装领域的布 局，提升 ...

Core Viewpoint - Huatian Technology (002185.SZ) plans to establish a wholly-owned subsidiary, Nanjing Huatian Advanced Packaging Co., Ltd., with a total registered capital of 2 billion yuan to enhance its investment in advanced packaging business, specifically in 2.5D/3D integrated circuit packaging and testing [1]. Group 1 - The new subsidiary will focus on 2.5D/3D integrated circuit packaging and testing [1]. - The establishment of Nanjing Huatian Advanced Packaging is part of the company's strategy to accelerate the development of advanced packaging business [1]. - The total registered capital for the new company is set at 2 billion yuan [1].

General Provisions - The company aims to protect the legal rights of shareholders, employees, and creditors while regulating its organization and behavior according to relevant laws and regulations [1] - The company is established as a joint-stock company in accordance with the Company Law and is registered with the Shenzhen Market Supervision Administration [1][2] - The company was registered with the China Securities Regulatory Commission on May 18, 2021, and issued 26,570,000 shares to the public [1][3] Company Structure - The registered capital of the company is RMB 106.879805 million [2] - The company is a permanent joint-stock company, with the chairman serving as the legal representative [2][3] - The legal representative's civil activities conducted on behalf of the company will have legal consequences for the company [2] Business Objectives and Scope - The company's business objective is to enhance economic efficiency, improve corporate governance, and advance technology research and development [3][4] - The business scope includes research, testing, packaging, design, and sales of integrated circuits, as well as import and export of goods and technology [4] Share Issuance and Capital Management - The company's shares are issued in the form of stocks, adhering to principles of openness, fairness, and justice [5][6] - The total number of shares issued by the company is 106,879,805, all of which are ordinary shares [6][7] - The company may increase capital through various methods, including issuing shares to unspecified objects or existing shareholders [8] Shareholder Rights and Responsibilities - Shareholders have rights to dividends, participate in shareholder meetings, supervise company operations, and access company documents [12][13] - Shareholders must comply with laws and the company's articles of association, and they are liable for their subscribed shares [17][18] - The company must maintain the independence of its assets, personnel, finance, and operations [18] Shareholder Meetings - The company holds annual and extraordinary shareholder meetings, with specific procedures for convening and conducting these meetings [21][24] - Shareholder meetings require a quorum and must follow legal and regulatory requirements for decision-making [36][37] - Resolutions can be classified as ordinary or special, with different voting thresholds for approval [80][82]

Group 1 - The core point of the news is the performance and characteristics of the convertible bond issued by Yongxi Electronics, which has seen a price increase and notable trading activity [1] - Yongxi Electronics' convertible bond has a credit rating of "A+" and a maturity of 6 years, with a coupon rate that increases over the years, starting from 0.20% in the first year to 2.50% in the sixth year [1] - The bond is convertible into common stock at a price of 28.39 yuan, with the conversion starting on January 2, 2026, and the current conversion premium is 31.73% [1] Group 2 - Yongxi Electronics was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board in November 2022, focusing on integrated circuit packaging and testing solutions [2] - The company has a total investment of approximately 45 billion yuan for its first phase, which covers 126 acres, and plans for a second phase with an investment of 111 billion yuan covering 500 acres [2] - For the first quarter of 2025, Yongxi Electronics reported a revenue of 945.5 million yuan, a year-on-year increase of 30.12%, and a net profit attributable to shareholders of 24.6 million yuan, up 169.4% year-on-year [2]