近年来，随着国家政策支持力度加大，LED行业迎来新发展机遇期。小间距LED、光电子器件、智能电 子终端等细分领域展现出巨大市场潜力。国星光电通过此次定增，旨在优化产品结构，将资源向高增长 领域倾斜，以提升整体盈利能力。在LED行业快速迭代的背景下，公司特别重视前瞻性技术布局，以应 对市场竞争和技术变革。 7月11日，国星光电发布2025年度定向增发预案，拟募资不超过9.81亿元加码Mini/Micro LED等新兴领 域。本次发行对象包括控股股东佛山电器照明在内的不超过35名特定投资者，募集资金将重点投向超高 清显示、光电传感、智慧家居、智能车载、研发实验室等五大核心领域。 市场分析指出，随着超高清视频产业推进、智能家居普及和汽车智能化加速，Mini/Micro LED等新兴技 术的应用场景持续拓展。国星光电此次定增项目紧扣行业发展趋势，实施后将显著增强公司在关键领域 的技术实力和市场竞争力。公司表示将严格按照监管要求推进发行工作，确保募集资金合理使用，为投 资者创造更大价值。 在超高清显示领域，公司将重点建设Mini/Micro LED及显示模组产品生产线，把握下一代显示技术发展 机遇。光电传感方面，将推进 ...

中泰证券股份有限公司 关于南京华脉科技股份有限公司 部分募投项目延期及调整内部投资结构的核查意见 中泰证券股份有限公司（以下简称"中泰证券"或"保荐机构"）作为南京华脉 科技股份有限公司（以下简称"华脉科技"、"公司"）2020 年度非公开发行股票（以 下简称"本次非公开发行"）的保荐机构，根据《证券发行上市保荐业务管理办法》 《上市公司募集资金监管规则》《上海证券交易所股票上市规则》《上海证券交 易所自律监管指引第 11 号——持续督导》及《上海证券交易所上市公司自律监 管指引第 1 号——规范运作》等有关法律、法规和规范性文件的规定，对华脉科 技部分募投项目延期及调整内部投资结构事项进行了审慎核查，具体情况如下： | 南 | 京 | 银 | 行江宁支行 | 0178250000003304 | 14,511,843.27 | 20,000,000.00 | | --- | --- | --- | --- | --- | --- | --- | | 南 | 京 | 银 | 行江宁支行 | 0178220000003305 | 634,582.26 | - | 合计 62,280,340.27 20,000, ...

中国经济网北京7月11日讯仕佳光子(300410.SZ)今日收报43.70元，涨幅14.85%。 仕佳光子昨晚发布关于披露发行股份及支付现金购买资产并募集配套资金暨关联交易预案的一般风险提 示暨公司股票复牌的公告。仕佳光子拟通过发行股份及支付现金方式购买东莞福可喜玛通讯科技有限公 司股权并募集配套资金(以下简称"本次交易")。公司股票(证券简称：仕佳光子，证券代码：688313)于 2025年6月30日(星期一)开市起停牌，预计停牌时间不超过10个交易日。经公司申请，公司股票将于 2025年7月11日(星期五)开市起复牌。 仕佳光子发行股份及支付现金购买资产并募集配套资金暨关联交易预案显示，本次交易由发行股份及支 付现金购买资产和募集配套资金两部分组成。本次募集配套资金以发行股份及支付现金购买资产的成功 实施为前提，但最终募集配套资金成功与否不影响本次发行股份及支付现金购买资产的实施。 上市公司拟以发行股份及支付现金的方式购买光电子基金、刘晓明、玄国栋、佛山优势、赵洪军5名交 易对方合计持有的福可喜玛82.3810%股权。本次交易完成后，福可喜玛将成为上市公司控股子公司。 截至预案签署日，本次交易相关的审计、 ...

功率半导体能最大限度地降低能耗，提升汽车、可再生能源基础设施和工业设备的性能，因此被广泛应用于消费电子、工业应用和汽车等领 域，为现代电气化需求提供了更智能、高效、可靠的解决方案。 随着越来越多的设备和系统实现电气化，功率半导体的作用日益凸显，包括士兰微、华润微、斯达半导等在内的企业以行业龙头的姿态持续引 领我国功率半导体行业的不断成长。 而于近日，一家来自功率半导体领域的企业开启了赴港上市征程。智通财经APP观察到，成立于2019年，总部位于杭州的芯迈半导体已于6月 30日向港交所递交了招股书，申请于主板上市，华泰国际为独家保荐人。 据弗若斯特沙利文数据显示，按过去十年的总出货量计算，芯迈半导体在全球OLED显示PMIC(电源管理集成电路)市场中排名第1位;若按2024 年的收入计算，芯迈半导体在全球OLED显示PMIC市场排名第2位，在全球智能手机PMIC市场排名第3位。由此可见，芯迈半导体在全球智能 手机PMIC市场、以及OLED显示PMIC市场已冲入了行业第一梯队。 但从业绩来看，芯迈半导体在利润端的表现不容乐观。2022年至2024年，芯迈半导体的收入分别为16.88亿(人民币，下同)、16.40亿 ...

①AIDC电源架构逐步向800V HVDC和固态变压器（SST）演进，2026年起有望迎来市场爆发"临界 点"，相关企业已进入验证技术、锁定核心客户的关键时期；②SST高度依赖关键的宽禁带半导体器件（Si C、GaN）和特种磁性材料，目前产能主要集中在少数厂商手中，产业链规模化生产能力直接影响SST的 经济性；③高频变压器是SST系统的核心，这些公司凭借在关键子部件上的传统专业优势，有望成为维 谛、台达不可或缺的合作伙伴。 前言 《金牌纪要库》是财联社VIP倾力打造的一款高端会议纪要类产品，结合财联社的媒体资源和行业圈层 优势，为投资者提供全面、深入的市场及行业洞察，以及专业分析和解读。 ...

证券代码：300051 证券简称：琏升科技 公告编号：2025-060 琏升科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别风险提示： 截至目前，琏升科技股份有限公司（简称"公司"）及子公司实际提供担保 总余额已超过公司最近一期经审计净资产100%，对资产负债率超过70%的单位担 保金额已超过公司最近一期经审计净资产50%，请投资者充分关注担保风险。 一、担保情况概述 公司于2024年7月8日在巨潮资讯网上披露了《关于控股子公司为其下属子公司 提供担保的公告》（公告编号：2024-073），控股孙公司眉山琏升光伏科技有限公 司（简称"眉山琏升"）因生产经营需要，拟向公司分批采购原材料、辅料。为支 持眉山琏升业务发展，公司控股子公司、眉山琏升控股股东天津琏升科技有限公司 （简称"天津琏升"）拟为本次交易提供连带责任保证担保，担保总额不超过2,000 万元（该担保额度在有效期内可滚动循环使用，最终实际担保总额不超过本次审批 的担保总额），该担保额度有效期限为本次交易主合同项下债务履行期限届满之日 起三年。根据眉山琏升生产经营需要，拟调整上述担 ...

Core Viewpoint - The company Feirongda (300602) expects its net profit to double in the first half of 2025, driven by market recovery and the return of key customers [1] Group 1: Financial Performance - Feirongda anticipates revenue of approximately 2.886 billion yuan and a net profit between 155 million and 170 million yuan for the first half of 2025, representing a year-on-year growth of 103.95% to 123.69% [1] - The company's non-recurring net profit is projected to be between 125 million and 140 million yuan, reflecting an increase of 82.34% to 104.22% compared to the same period last year [1] Group 2: Product and Market Development - Feirongda's main products include electromagnetic shielding materials, thermal management materials, and lightweight composite materials, which are widely used in communication, consumer electronics, and new energy sectors [1] - The company has strengthened its R&D capabilities and increased investment in R&D, enhancing its product structure and expanding into emerging markets [1] - The return of significant customers, particularly Huawei, has contributed to the company's market share growth in the smartphone sector [2] Group 3: Business Segments - In the communication sector, Feirongda reports successful business operations with increased sales revenue and profitability, particularly in AI server cooling solutions [2] - The company's new energy vehicle business is seeing a gradual increase in sales revenue, although profit margins remain relatively low due to fluctuations in raw material prices [3] - Feirongda's subsidiary completed the acquisition of Jiangsu Zhongyu Rubber and Plastic Technology Co., Ltd., which will be included in the consolidated financial statements [3] Group 4: Non-Recurring Gains - The company expects non-recurring gains to impact net profit by approximately 30 million yuan, primarily from government subsidies and the consolidation of Jiangsu Zhongyu [3]

Group 1 - The core point of the article is that Shijia Photon plans to acquire a portion of the equity of Dongguan Fokexima Communications Technology Co., Ltd. through a combination of issuing shares and cash payment, while also raising matching funds [2][3] - The acquisition involves purchasing 82.38% of Fokexima's equity from several shareholders, and the company will issue shares to no more than 35 specific investors to raise matching funds [3] - Following the completion of the transaction, Fokexima will become a subsidiary of Shijia Photon, and the transaction is expected not to constitute a major asset restructuring but will be classified as a related party transaction [5] Group 2 - Shijia Photon primarily engages in the production of optical chips and devices, indoor optical cables, and polymer materials, with applications in data communication, telecommunications, and sensing markets [6] - Fokexima focuses on the research, production, and sales of MPO components such as MT connectors, which are essential in the optical communication field [6] - The acquisition is expected to enhance Shijia Photon’s production capabilities for MT connectors, ensuring stable supply and reducing overall product costs, thereby improving the company's core competitiveness [6][7] Group 3 - As of the end of the first quarter of this year, Fokexima reported total assets of 249 million yuan, with projected revenues of 270 million yuan and a net profit of approximately 79.94 million yuan for 2024 [7] - Shijia Photon anticipates that the integration with Fokexima will enhance its financial performance, as the acquired assets will be included in the company's consolidated financial statements [8] - The strategic significance of this acquisition includes internalizing MT connector production capacity, further integrating the supply chain, accessing top-tier customer supply chains, and building technological barriers [9]

Core Viewpoint - Shijia Photon plans to acquire 82.38% equity of Dongguan Fokexima Communication Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising matching funds [5][10]. Group 1: Acquisition Details - The acquisition will make Fokexima a subsidiary of Shijia Photon, and the transaction is expected to constitute a related party transaction but not a major asset restructuring [7][10]. - The company aims to enhance its production capabilities for MT connectors, ensuring stable supply and reducing overall product costs [10][15]. Group 2: Financial Performance - As of the end of Q1 2024, Fokexima reported total assets of 249 million yuan and projected revenue of 270 million yuan with a net profit of approximately 80 million yuan for the year [12][13]. - The financial data shows a significant increase in total assets from 113.64 million yuan in 2023 to 248.79 million yuan in Q1 2025 [13]. Group 3: Strategic Importance - The acquisition is seen as a strategic move to internalize MT connector production capacity, integrate the supply chain, and build technological barriers [15]. - The collaboration is expected to enhance product structure, technical accumulation, and market expansion, ultimately improving competitiveness in the optical communication sector [11][15].

Core Viewpoint - The company Shijia Photonics plans to acquire an 82.381% stake in Dongguan Fokexima Communication Technology Co., Ltd. through a combination of share issuance and cash payment, aiming to enhance its production capabilities in optical components and strengthen its market position in the optical communication sector [1][2]. Group 1: Acquisition Details - Shijia Photonics will acquire the stake from five parties, including Guangdian Fund and Liu Xiaoming, and the company's stock will resume trading on July 11 [1]. - Fokexima specializes in the research, production, and sales of MPO components, which are essential for high-speed data transmission in data centers [1][2]. Group 2: Market Context - The optical device market is experiencing rapid growth due to increasing demand driven by advancements in cloud computing, big data, IoT, and AI technologies [1]. - Fokexima has launched several low-loss MT connectors and has developed a range of MT connector products, achieving mass production and gaining recognition from major market clients [2]. Group 3: Financial Performance - In 2024, Shijia Photonics reported a revenue of 1.075 billion yuan, a year-on-year increase of 42.40%, and a net profit of 64.93 million yuan, up 236.57% [3]. - For the first quarter of 2025, the company achieved a revenue of 436 million yuan, reflecting a 120.6% year-on-year growth, and a net profit of 93.19 million yuan, which is a 1003.8% increase [3].