格隆汇9月15日丨云南锗业(002428.SZ)在投资者互动平台表示，公司前期6英寸磷化铟晶片研发项目已 完成项目研究任务，但从研发到规模化生产尚存在较大不确定性。目前公司及子公司并无6英寸磷化铟 晶片量产的具体计划，下一步在市场与需求风险、技术风险等可控的前提下，公司方会考虑相关计划， 如有相关计划，公司会按规定进行公开披露。 ...

Core Viewpoint - Yunnan Zheye has completed the research tasks for its 6-inch indium phosphide and silicon carbide wafer projects, but there remains significant uncertainty in scaling up production [1] Group 1: Project Status - The company has finished the research tasks for the 6-inch indium phosphide and silicon carbide wafer projects [1] - There are currently no specific plans for mass production of the 6-inch indium phosphide and silicon carbide wafers [1] Group 2: Future Plans - If the company has any plans related to the mass production of these wafers, it will disclose them in accordance with regulations [1]

Core Viewpoint - Yunnan Zhenye (002428) is currently focusing on research and development of larger-sized indium phosphide wafers after achieving mass production of 2-4 inch wafers, but there are significant uncertainties regarding the transition from R&D to large-scale production [1] Group 1 - The company has no specific plans for large-scale production of 6-inch indium phosphide wafers at this time [1] - Future plans for larger wafer production will be considered only under controllable market and technical risks [1] - Any related plans will be publicly disclosed in accordance with regulations if they materialize [1]

Core Viewpoint - The company has no current plans for mass production of 6-inch indium phosphide wafers, despite ongoing research and development for larger sizes in response to potential market demand [2]. Group 1 - The company’s subsidiary, Xinyao, has successfully achieved mass production of 2-4 inch indium phosphide wafers [2]. - The company is exploring the development of larger-sized products to meet future market demands, but there are significant uncertainties from research and development to large-scale production [2]. - The company will consider plans for mass production of 6-inch indium phosphide wafers only if market demand and technological risks are manageable, and any such plans will be disclosed in accordance with regulations [2].

Group 1 - Tianwei Food is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international strategy and brand recognition [4] - Longpan Technology intends to raise no more than 2 billion yuan through a private placement for projects including 110,000 tons of high-performance phosphate-based cathode materials [8][9] - Heng Rui Pharmaceutical reported a net profit of 4.45 billion yuan for the first half of the year, representing a year-on-year increase of 29.67% [10] - Dongfang Caifu's subsidiary received approval from the CSRC to issue up to 1 billion yuan in technology innovation corporate bonds [11] - Muyuan Foods achieved a net profit growth of 1169.77% year-on-year, proposing a cash dividend of 9.32 yuan per 10 shares [12] Group 2 - SOTONG Development reported a net profit of 523 million yuan for the first half of the year, a year-on-year increase of 1568.52%, and proposed a cash dividend of 2.1 yuan per 10 shares [2] - Dongfeng Group adjusted the maximum repurchase price of its shares to no more than 6.28 yuan per share, reflecting confidence in its future development [3] - Hengyu Environmental signed a sales contract worth 27.58 million USD (approximately 198 million yuan) with a UK client, expected to positively impact its performance in 2025-2026 [5] - Chunqiu Electronics reported a net profit of 93.32 million yuan for the first half of the year, a year-on-year increase of 248.44% [6] - ST Yanzhen's stock will resume trading on August 21 after completing a trading suspension due to significant price fluctuations [7] Group 3 - Kosen Technology clarified that it does not produce AI glasses or related components, despite being associated with the AI sector in media reports [10] - Yunnan Ge Industry stated that it currently has no specific plans for large-scale production of 6-inch indium phosphide wafers, despite recent technological breakthroughs [14] - Yanjin Puzhi reported a net profit of 373 million yuan for the first half of the year, a year-on-year increase of 16.70% [15]

人民财讯8月20日电，云南锗业(002428)8月20日晚间发布股票交易异常波动公告，公司了解到，近期有 国内研发机构发布了其在6英寸磷化铟外延生长工艺领域实现了技术突破相关事宜。就公司控股子公司 鑫耀公司而言，在2—4英寸规格的磷化铟晶片量产后，为应对未来的市场需求，对更大尺寸的产品开展 了研究开发，但从研发到规模化生产尚存在较大不确定性。公司及鑫耀公司目前并无6英寸磷化铟晶片 规模化量产的具体计划，下一步在市场与需求风险、技术风险等可控的前提下，公司方会考虑相关计 划。 转自：证券时报 ...