Market Overview - On September 16, A-shares opened slightly higher with the Shanghai Composite Index up 0.14% at 3865.98 points, the Shenzhen Component Index up 0.09% at 13017.58 points, and the ChiNext Index up 0.2% at 3072.3 points [1] - The market focus included stocks like Shoukai Co., which opened up 1.65% after a significant price increase, and other sectors such as gold and real estate showing strong performance [1] Company News - CATL announced that its sodium-ion battery has passed the new national standard certification, making it the first globally certified sodium-ion battery for passenger vehicles [2] - Shoukai Co. experienced a significant stock price fluctuation, with a cumulative increase of 100% over a short period, indicating abnormal trading activity [2] - Shanghai Construction Group reported an increase in gold mine resources, valued at approximately 4.27 billion RMB, although this has minimal impact on the company's overall revenue [2] - New Dazheng is planning a major asset restructuring involving the acquisition of at least 51% of Jiaxin Liheng Facility Management [3] - Jiugui Liquor's collaboration with a partner has led to strong sales of a new product, with plans to accelerate the development of innovative alcoholic beverages [3] - Longpan Technology signed a procurement agreement with CATL for lithium iron phosphate cathode materials, with total sales expected to exceed 6 billion RMB [3] - Dingtong Technology plans to invest up to 15 million USD in Vietnam for the development of high-speed communication connectors and other products [3] - Borui Pharmaceutical received approval for clinical trials of a new drug targeting obesity, marking a significant milestone in its product development [3] Stock Movements - Siwu Fushi's major shareholder reduced their stake by approximately 0.94%, bringing their total holding down to 64.8% [4] - Junsheng Electronics secured projects with major automotive brands, with a total lifecycle order value estimated at around 15 billion RMB [4] Investment Opportunities - Crystal Morning plans to acquire 100% of Chip Micro Semiconductor for 316 million RMB, focusing on IoT and automotive applications [5] - Nanfeng Co. is in the early stages of a 3D printing service project, with an initial investment of 50 million RMB [5] - Zhenghai Magnetic Materials' convertible bonds will cease trading after September 16, with a forced redemption price set at 100.50 RMB per bond [5] Regulatory Updates - ST Suwu's stock price fell below 1 RMB, risking delisting if it remains below this threshold for 20 consecutive trading days [6] Industry Trends - Keli Yuan plans to accelerate the construction of energy storage projects in various regions, aiming for at least 4 GWh of new projects by the end of 2025 [7] - The electronic industry is seeing a shift towards advanced packaging and thermal management solutions, driven by the demands of AI and data centers [11] - The new policies from the National Development and Reform Commission and the National Energy Administration are expected to boost the growth of energy storage and wind power projects [19]

今日聚焦 1、均胜电子：子公司新获总金额约150亿元全球性汽车智能化项目定点 计划从2027年开始量产 均胜电子公告称，子公司近期新获两家头部品牌主机厂客户项目定点通知，公司将为上述客户在全球范 围内开发并提供一系列汽车智能化产品，包括CCU、智能网联等产品，根据客户规划，上述项目预计 全生命周期订单总金额约人民币150亿元，计划从2027年开始量产。该定点项目预计不会对公司本年度 经营业绩产生重大影响，但将有利于增厚公司未来年度业务收入。 2、博瑞医药：BGM0504片获批在成人超重/肥胖患者中开展临床试验 全球尚无同类靶点口服剂型获批 上市 博瑞医药公告称，公司全资子公司博瑞制药近日收到国家药品监督管理局签发的《药物临床试验批准通 知书》，同意BGM0504片在成人超重/肥胖患者中开展临床试验。BGM0504是公司自主研发的GLP-1和 GIP受体双重激动剂，可激动GIP和GLP-1下游通路，产生控制血糖、减重和治疗非酒精性脂肪性肝炎 (NASH)等生物学效应。BGM0504注射液2型糖尿病和减重两项适应症目前在国内处于III期临床试验阶 段，BGM0504片是BGM0504的口服剂型。截至本公告披露日， ...

均胜电子(600699.SH)公告称，子公司近期新获两家头部品牌主机厂客户项目定点通知，公司将为上述 客户在全球范围内开发并提供一系列汽车智能化产品，包括CCU、智能网联等产品，根据客户规划， 上述项目预计全生命周期订单总金额约人民币150亿元，计划从2027年开始量产。该定点项目预计不会 对公司本年度经营业绩产生重大影响，但将有利于增厚公司未来年度业务收入。 【商络电子：拟7亿元收购立功科技88.79%股权 后者主要从事授权分销存储芯片等各类IC产品】 | | | 9月15日重要公告摘要 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | | 均胜电子 | 子公司新获总金额约150亿元全球性汽车智能化项目定点 计划从 拟1500万美元在越南设立全资子公司 研发、生产光模块液冷散 | | | | 2027年开始量产 | | | 商络电子 | 拟7亿元收购立功科技88.79%股权 后者主要从事授权分销存储芯 | | | | 片等各类IC产品 | | | 新大正 | 拟购买嘉信立恒设施管理(上海)有限公司不低于51%股份 股票 | | | | 停牌 | | 今日聚焦 | 鼎通科技 ...

一、停牌 新大正：正在筹划发行股份及支付现金购买嘉信立恒设施管理（上海）有限公司的不低于51%股权并募 集配套资金，股票停牌。 二、并购 1、晶晨股份：拟收购芯迈微半导体100%股权，收购对价合计3.16亿元。 2、商络电子：拟7亿元收购IC产品分销公司立功科技88.79%股权。 三、回购、股权转让 1、灿瑞科技：拟以2000万元-4000万元回购股份，回购股份价格不超过52.46元/股。 2、科捷智能：拟将回购价格上限由不超过15.77元/股调整为不超过23.73元/股。 3、新点软件：董事长提议以3000万元-5000万元回购股份。 4、工业富联：回购注销128.55万股股权激励限制性股票。 5、科兴制药：股东询价转让初步定价为30.88元/股，较今日收盘价折价28%。 6、杭可科技：实际控制人曹骥拟询价转让总股本3%。 四、对外投资、日常经营 1、均胜电子：子公司新获总金额约150亿元全球性汽车智能化项目定点，计划从2027年开始量产。 2、斯莱克：签订2.3亿元新能源精密结构件项目投资合作协议。 3、龙磁科技：全资子公司龙磁科技（越南）拟投资约2.1亿元建设二期工程，主要建设内容为新增 10,000吨 ...

每经AI快讯，9月15日，鼎通科技(688668.SH)公告称，公司拟投资不超过1500万美元在越南设立全资子 公司，用于研发、生产和销售高速通讯连接器、新能源汽车连接器、光模块液冷散热器等产品。 ...

鼎通科技公告，为进一步优化公司战略布局，拓宽海外市场业务，拟对外投资不超过1500万美元，用于 新设立越南全资子公司。该投资将用于研发、生产和销售高速通讯连接器、新能源汽车连接器、光模块 液冷散热器等产品，资金来源为公司自有资金。此次投资尚需履行国内境外投资审批或备案手续，以及 越南当地投资许可和企业登记等审批或登记程序。 ...