格隆汇8月27日丨初灵信息（维权）(300250.SZ)公告称，全资子公司网经科技与中移终端公司签订框架 合同，包段1上限金额为1.4995亿元或数量达10万台，包段2上限金额为0.1896亿元或数量达6万台。该合 同为日常生产经营合同，不构成关联交易或重大资产重组。产品需通过中移终端公司入库测试后进入其 行业智能硬件库，再通过移动省公司落地，存在合同部分履行甚至无法履行的可能，对公司未来年度业 绩产生的影响存在不确定性。 ...

初灵信息公告，全资子公司网经科技（苏州）有限公司与中国移动通信集团终端有限公司签订了全光组 网融合终端配套从网关系列产品框架合同。合同分为两个包段，包段1上限金额为1.5亿元或数量合计10 万台，包段2上限金额为1896.03万元或数量合计6万台。合同有效期为3年。此次签约是基于公司全光组 网系列产品体系的高度认可，有助于公司在企业数智化转型相关业务的拓展。 ...

Suspension and Resumption of Trading - Yuanli Co., Ltd. is planning to acquire control of Fujian Tongsheng New Materials Technology Co., Ltd., resulting in a stock suspension [1] - Degute is planning to purchase 100% of Haowei Technology, leading to the resumption of trading. This acquisition will expand the company's main business from energy-saving environmental equipment manufacturing to telecom software development, cloud and AI software development, and industry digital solutions, successfully building a second growth curve [1] - Kanghua Bio is planning a change in control of the company, resulting in a stock suspension [1] Mergers and Acquisitions - Fuda Alloy is planning to acquire at least 51% of the equity of Guangda Electronics, which primarily produces TOPCon battery silver paste [3] - Dajia Weikang has acquired 60.85% of Anhui Dajia Weikang for a transaction price of 116 million yuan. Anhui Dajia Weikang operates 119 chain pharmacies, with revenue of 57 million yuan and net profit of 1.04 million yuan from January to April 2025 [3] Investment Cooperation and Business Conditions - Chuling Information has won a bid for the procurement project of all-optical network integration terminal supporting products from China Mobile [4] - Galaxy Microelectronics plans to invest 310 million yuan to build the first phase of a high-end integrated circuit discrete device industrialization base [5] - Yuntian Lifa plans to issue H-shares and list on the Hong Kong Stock Exchange [6] - Xingchen Technology is planning to issue shares overseas (H-shares) and list on the Hong Kong Stock Exchange [7] Performance Changes - Guosen Securities expects a net profit of 4.78 billion to 5.53 billion yuan for the first half of the year, an increase of 52% to 76% compared to 3.139 billion yuan in the same period last year, with significant growth in major business revenues [8] - Guolian Minsheng expects a net profit of 1.129 billion yuan, a year-on-year increase of approximately 1183% [8] - Huaxi Securities anticipates a net profit of 445 million to 575 million yuan, a year-on-year increase of 1025.19% to 1353.90% [9] - Ruijie Networks expects a net profit of 400 million to 510 million yuan, an increase of 160.11% to 231.64% compared to 154 million yuan in the same period last year [9] - Gaode Infrared expects a net profit of 150 million to 190 million yuan, a year-on-year increase of 734.73% to 957.33% [9] - CRRC expects a net profit of 6.722 billion to 7.562 billion yuan, a year-on-year increase of 60% to 80% [10] - Lanke Technology expects a net profit of 1.1 billion to 1.2 billion yuan, a year-on-year increase of 85.50% to 102.36% [10] - Jingfang Technology expects a net profit of 150 million to 175 million yuan, a year-on-year increase of 36.28% to 58.99% [10] - Yaqi International expects a net profit of 730 million to 930 million yuan, an increase of 170% to 244% compared to 270 million yuan in the same period last year [10] - Hunan Gold expects a net profit of 613 million to 701 million yuan, a year-on-year increase of 40% to 60% [10] - Western Gold expects a net profit of 130 million to 160 million yuan, an increase of 96.35% to 141.66% [10] - Zhongjin Gold expects a net profit of 2.614 billion to 2.875 billion yuan, a year-on-year increase of 50% to 65% [11] - Zijin Mining expects a net profit of 23.2 billion yuan, a year-on-year increase of approximately 54% [12] - Allwinner Technology expects a net profit of 156 million to 171 million yuan, a year-on-year increase of 31.02% to 43.62% [13]

Group 1 - The company Chuling Information (300250) announced that its wholly-owned subsidiary, Wangjing Technology (Suzhou) Co., Ltd., is one of the candidates for the procurement project of customized all-optical network integrated terminal supporting gateway series products for China Mobile (600941) from 2025 to 2028 [1] - The bid share for Package 1 is 100%, with an estimated amount of 150 million yuan (including tax); the bid share for Package 2 is 60%, with an estimated amount of 24 million yuan (including tax) [1] - This bid is part of the all-optical network terminal supporting gateway project, which aims to create efficient collaboration with the main gateway, focusing on expanding network coverage and achieving seamless coverage of all-optical networks and wireless networks [1]