2、3连板爱建集团：公司未开展稳定币相关业务 爱建集团(600643.SH)公告称，公司股票连续三个交易日内日收盘价格涨幅偏离值累计超过20%，属于 股票交易异常波动情形。公司目前生产经营正常，内外部经营环境未发生重大变化。公司关注到近期市 场有关"稳定币"的概念，经公司核实，截至目前，公司未开展稳定币相关业务。敬请广大投资者注意投 资风险，理性投资。 3、科恒股份：与北京纯锂新能源科技签署协议 围绕全固态锂离子电池等多场景战略合作 科恒股份(300340.SZ)公告称，公司与北京纯锂新能源科技签署《战略合作协议》，围绕"材料-装备-研 发-产线"构建全链条战略合作关系，尤其是在全固态锂离子电池生产设备(含定制化设备)、全固态锂离 子电池正极材料、全固态电池储能市场推广等多场景战略合作。 今日聚焦 1、中国船舶：公司换股吸收合并中国重工暨关联交易事项将于7月4日上会审核 中国船舶公告称，公司拟以向中国重工全体换股股东发行A股股票的方式换股吸收合并中国重工。根据 上交所并购重组审核委员会发布的公告，该事项将于2025年7月4日上会审核。本次交易尚需上交所审核 通过并经中国证监会予以注册后方可正式实施，能否实施尚 ...

Core Viewpoint - Huahai Qingsi plans to expand its wafer regeneration capacity by constructing a new project in Kunshan, Jiangsu, with a total planned capacity of 400,000 pieces per month, aiming to seize the opportunity of accelerated expansion in wafer factories [2] Group 1: Investment and Expansion Plans - The company intends to invest no more than 500 million yuan in the first phase of the expansion, which will have a capacity of 200,000 pieces per month [2] - The funding for the project will come from the company's own and self-raised funds, with a construction period expected to be no more than 18 months [2] Group 2: Financial Performance - For 2024, the company anticipates a revenue growth of 35.82% year-on-year, reaching 3.406 billion yuan, and a net profit growth of 41.4%, amounting to 1.023 billion yuan [2] - The company's net profit excluding non-recurring items is expected to grow by 40.79% to 856 million yuan [2] Group 3: Industry Context and Demand - The integrated circuit industry is a strategic sector for national economic and social development, supported by a series of government policies aimed at enhancing innovation capabilities and international competitiveness [2] - The demand for wafer regeneration is increasing due to the accelerated expansion of domestic 12-inch wafer factories, which require higher processing standards for new production lines [3] Group 4: Technological Advantages - The company has established itself as a professional foundry for wafer regeneration, leveraging its proprietary chemical mechanical polishing (CMP) and cleaning equipment to meet downstream customer needs [3] - The wafer regeneration process involves multiple steps, including film removal, coarse polishing, fine polishing, cleaning, and inspection, with CMP and cleaning technologies being core to this process [3][4] Group 5: Customer Relationships and Market Synergy - The company's customer base for wafer regeneration primarily consists of integrated circuit manufacturers, which overlaps significantly with its existing equipment business [4] - Strong cooperation with domestic integrated circuit manufacturers and recognition of the company's equipment products provide a solid foundation for expanding the wafer regeneration business [4]