华勤技术：拟以23.93亿元协议受让晶合集成6%股份 基于对合肥晶合集成电路股份有限公司（股票代码：688249，以下简称"晶合集成"）长期投资价值的认 可，公司与力晶创投于2025年7月29日签署《股份转让协议》，拟以现金方式协议受让力晶创投持有的 晶合集成1.2亿股股份，占晶合集成总股本的6%，转让价格为19.88元/股，转让总价为23.93亿元。本次 交易前，公司未持有晶合集成股份；本次交易后，公司持有晶合集成6%的股份。 聚焦三 安车检测（300572）：筹划公司控制权变更事项 30日起停牌；衢州发展：筹划发行股份购买资产事项 30日起停牌；时空科技：终止筹划控制权变更事项 30日起复牌；神力股份：控股股东终止筹划公司控 制权变更事项；滨化股份：筹划发行H股并在香港联交所上市；神马电力：拟斥资3亿至4亿元回购股 份；华勤技术：拟以23.93亿元协议受让晶合集成6%股份；万通智控：与深明奥斯签订具身智能领域独 家授权协议；仕佳光子：上半年净利润同比增长1712%…… 聚焦一 安车检测：筹划公司控制权变更事项 30日起停牌 公司控股股东及实际控制人贺宪宁正在筹划股权转让及控制权变更相关事宜，该事项可能导致 ...

Major Events - Xizang Tianlu announced that its convertible bond "Tianlu Convertible Bond" experienced significant abnormal trading fluctuations, with a cumulative closing price increase of over 100% from July 21 to July 29, 2025, closing at 481.80 yuan per bond, representing a premium of 381.80% over the face value and a conversion premium rate of 16.60% [1] - Huqin Technology plans to acquire 6% of Jinghe Integrated's shares for 2.393 billion yuan, purchasing 120 million shares at a price of 19.88 yuan per share, marking its first stake in the company [2] - Liyuan Technology's actual controller, Shen Wanzhong, received a criminal judgment for violating information disclosure regulations, sentenced to one year in prison with a one and a half year probation, and fined 3.3 million yuan, but this will not significantly impact the company's operations [3] - Huashi Technology announced the lifting of detention measures against its actual controller and general manager, Ye Jianbiao, allowing him to resume his duties [4] - Dongfang Materials' chairman, Xu Guangbin, resigned due to personal reasons but will continue as a board member [5] - WuXi AppTec adjusted its share repurchase price limit from 90.72 yuan to 114.15 yuan per share [6] Performance Overview - Greenland Holdings reported a contract sales amount of 21.752 billion yuan in Q2 2025, a year-on-year increase of 16.93%, with a total sales area of 2.217 million square meters, up 31.03% from the previous year [7] - Lujiazui's H1 2025 net profit was 815 million yuan, a decrease of 7.87%, despite a revenue increase of 33.91% to 6.598 billion yuan [8] - Hongfa Co. achieved a net profit of 964 million yuan in H1 2025, a year-on-year increase of 14.19%, with revenue of 8.347 billion yuan, up 15.43% [9] - Nanya New Materials expects a net profit of 80 million to 95 million yuan in H1 2025, representing a year-on-year increase of 44.69% to 71.82% due to increased sales and improved product structure [9] - Sains expects a net profit decline of 57.53% to 60.13% in H1 2025, with revenue between 410 million and 440 million yuan, a year-on-year increase of 15.17% to 23.59% [9] - Baotai anticipates a net loss of 110 million to 140 million yuan in H1 2025, a reduction in losses compared to the previous year, attributed to increased sales of a specific product and reduced R&D expenses [9] Major Contracts - China CNR announced the signing of several major contracts totaling approximately 32.92 billion yuan, accounting for 13.4% of its projected revenue for 2024 [10] - Wantong Zhikong signed an exclusive authorization agreement with Shanghai Shenming Aosi Semiconductor Technology for the sales and cooperation in the field of embodied intelligence [11] - Anhui Construction won a bid for a highway concession project in Chongqing, with an estimated total investment of 3.614 billion yuan [11] Shareholding Changes - Jiahe Meikang's shareholder, Guoshou Chengda, plans to reduce its stake by up to 3% through various trading methods [12] - Lanfeng Biochemical's shareholder, Hainan Wenqin, intends to reduce its stake by up to 2.61% [12]