重要内容提示： "安集转债"的转股期：2025 年 10 月 11 日起至 2031 年 4 月 6 日，目前尚 未进入转股期。 | 证券代码：688019 | 证券简称：安集科技 公告编号：2025-048 | | --- | --- | | 债券代码：118054 | 债券简称：安集转债 | 安集微电子科技（上海）股份有限公司 关于"安集转债"转股价格调整的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 派送现金股利：P1=P0－D； 一、转股价格调整依据 安集微电子科技（上海）股份有限公司于近日收到中国证券登记结算有限责 任公司上海分公司出具的《证券变更登记证明》及《过户登记确认单》，完成了 公司 2023 年限制性股票激励计划第二个归属期、2024 年限制性股票激励计划第 一个归属期部分登记工作，完成向 212 名激励对象定向发行合计 548,593 股，使 公司总股本由 167,940,414 变更为 168,489,007 股，具体内容详见公司在上海证券 交易所网站（www.sse.com.cn）披 ...

| 证券代码：688019 | 证券简称：安集科技 | 公告编号：2025-047 | | --- | --- | --- | | 转债代码：118054 | 转债简称：安集转债 | | 安集微电子科技（上海）股份有限公司 关于 2024 年限制性股票激励计划第一个归属期 部分归属结果公告（回购股份） 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 安集微电子科技（上海）股份有限公司（以下简称"安集科技"或"公司"） 于 2025 年 8 月 6 日收到中国证券登记结算有限责任公司上海分公司出具的《过 户登记确认书》，根据中国证券监督管理委员会、上海证券交易所、中国证券登 记结算有限责任公司上海分公司有关业务规则的规定，公司完成了 2024 年限制 性股票激励计划（以下简称"本次激励计划"）第一个归属期剩余部分的股份过 户登记工作。现将有关情况公告如下： 一、本次限制性股票归属的决策程序及相关信息披露 （1）2024 年 4 月 15 日，公司召开第三届董事会第九次会议，会议审议通 过了《关于公司<2024 ...

Core Viewpoint - Anji Technology (688019) shows strong financial performance with significant revenue and profit growth, despite a slight outflow of main funds on the trading day [1][3]. Financial Performance - As of the first quarter of 2025, Anji Technology reported total revenue of 545 million yuan, representing a year-on-year increase of 44.08% [1]. - The net profit attributable to shareholders reached 169 million yuan, up 60.66% year-on-year [1]. - The company's non-recurring net profit was 162 million yuan, reflecting a 53.03% increase compared to the previous year [1]. - Key financial ratios include a current ratio of 4.909, a quick ratio of 3.419, and a debt-to-asset ratio of 20.04% [1]. Market Activity - On August 5, 2025, Anji Technology's stock closed at 149.9 yuan, with a slight increase of 0.12% [1]. - The trading volume was 16,100 hands, with a total transaction amount of 241 million yuan [1]. - There was a net outflow of main funds amounting to 14.02 million yuan, accounting for 5.81% of the transaction amount [1]. Company Background - Anji Microelectronics Technology (Shanghai) Co., Ltd. was established in 2006 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices [2]. - The company has a registered capital of 1.292 billion yuan and a paid-in capital of 420.68 million yuan [2]. - The legal representative of the company is Shumin Wang [1]. Investment and Innovation - Anji Technology has made investments in 12 companies and participated in 30 bidding projects [2]. - The company holds 248 patents and has obtained 90 administrative licenses [2].

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index (000698) has shown a slight increase of 0.28% as of August 5, 2025, with notable gains from individual stocks such as Borui Pharmaceutical (688166) up by 6.56% and Huaheng Biological (688639) up by 5.88% [3][4] - The Sci-Tech 100 Index ETF (588030) has reported a 1.74% increase over the past week, with a current price of 1.11 yuan and a trading volume of 1.14 billion yuan [3][4] - The ETF has experienced a significant growth in scale, increasing by 13.55 million yuan over the past year, ranking first among comparable funds [4] Group 2 - The Shanghai Municipal Government has issued measures to support enterprises in enhancing basic research, particularly in critical fields such as integrated circuits, biomedicine, and artificial intelligence [4] - According to CITIC Securities, mainstream and niche storage prices are expected to rise in Q3 2025, with a focus on recommending leading storage chip design companies [4] - The latest financing buy-in amount for the Sci-Tech 100 Index ETF reached 11.4961 million yuan, with a financing balance of 177 million yuan [4] Group 3 - The Sci-Tech 100 Index ETF has achieved a net value increase of 22.98% over the past six months, ranking in the top 9.90% among equity funds [5] - The ETF has a management fee rate of 0.15% and a custody fee rate of 0.05%, which are among the lowest in comparable funds [5] - The ETF closely tracks the Sci-Tech Innovation Board 100 Index, which consists of 100 securities selected for their market capitalization and liquidity [6]

Core Insights - The report highlights a selection of stocks for August, including companies such as SF Holding (顺丰控股) and Heng Rui Pharmaceutical (恒瑞医药) as key investment opportunities [1] - The macroeconomic analysis indicates that low inflation in China is primarily influenced by domestic demand, overseas input factors, and "involution competition," which affects industrial profitability and household income expectations [2][5] Market Indices - The Shanghai Composite Index closed at 3583.31, reflecting a 0.66% increase, while the Shenzhen Component Index rose by 0.46% to 11041.56 [3] - The CSI 300 Index increased by 0.39% to 4070.70, indicating a positive trend in the broader market [3] Industry Performance - The defense and military industry showed a strong performance with a 3.06% increase, while retail and oil sectors experienced declines of 0.46% and 0.36%, respectively [4] - The machinery and equipment sector also performed well with a 1.93% increase, indicating a positive outlook for these industries [4] Macroeconomic Analysis - In the first half of 2025, China's total retail sales of consumer goods grew by 5.0% year-on-year, maintaining the same growth rate as the previous months [5] - The report notes a significant correlation between the price trends of production materials and consumer prices, suggesting that weak production material prices are a key factor in the current lack of consumer price growth [5][6] Fixed Income Insights - The report discusses the potential for the Federal Reserve to adopt a more open stance on interest rate cuts due to lower-than-expected non-farm employment data and a slowdown in nominal consumption growth [8][10] - The analysis indicates that the U.S. economy is experiencing a cooling effect from restrictive policies, which may lead to an earlier-than-expected interest rate cut by the Federal Reserve [9][10]

中银证券近日发布化工行业周报：本周（07.28-08.03）均价跟踪的100个化工品种中， 共有39个品种价格上涨，31个品种价格下跌，30个品种价格稳定。跟踪的产品中33%的产品 月均价环比上涨，60%的产品月均价环比下跌，另外7%产品价格持平。本周（07.28-08.03） 国际油价小幅上涨，WTI原油期货价格收于67.30美元/桶，收盘价周涨幅3.33%；布伦特原油 期货价格收于69.67美元/桶，收盘价周涨幅1.80%。 以下为研究报告摘要： 行业动态 本周（07.28-08.03）均价跟踪的100个化工品种中，共有39个品种价格上涨，31个品种 价格下跌，30个品种价格稳定。跟踪的产品中33%的产品月均价环比上涨，60%的产品月均 价环比下跌，另外7%产品价格持平。周均价涨幅居前的品种分别是环氧氯丙烷（华东）、 液氨（河北新化）、轻质纯碱（华东）、软泡聚醚（华东散水）、石脑油（新加坡）；周均 价跌幅居前的品种分别是NYMEX天然气、天然橡胶（上海）、DMF（华东）、醋酸乙烯 （华东）、顺丁橡胶（华东）。 本周（07.28-08.03）国际油价小幅上涨，WTI原油期货价格收于67.30美元/桶，收盘价 ...

Investment Rating - The report rates the chemical industry as "Outperforming the Market" [1] Core Views - The report highlights the impact of rising international oil prices on the prices of epoxy propane and pure MDI, suggesting a focus on mid-year report trends, the influence of "anti-involution" on supply in related sub-industries, and the importance of self-sufficiency in electronic materials companies [1][8] - It recommends a long-term investment strategy centered on the sustained high demand in the oil and gas extraction sector, the rapid development of downstream industries, and the recovery of demand supported by policy [1][8] Industry Dynamics - As of August 3, the TTM price-to-earnings ratio for the SW basic chemical sector is 24.08, at the 78.12 percentile historically, while the price-to-book ratio is 2.04, at the 40.81 percentile historically [1][8] - The SW oil and petrochemical sector has a TTM price-to-earnings ratio of 11.00, at the 17.99 percentile historically, and a price-to-book ratio of 1.15, at the 20.31 percentile historically [1][8] - The report notes significant impacts from tariff policies and fluctuations in oil prices on the industry this year [1][8] Investment Recommendations - The report suggests focusing on companies with stable dividend policies in the energy sector, as well as those in the electronic materials sector that are increasingly important for self-sufficiency [1][8] - It identifies key investment themes, including the high profitability of the oil and gas extraction sector, the growth potential in new materials, and the resilience of leading companies in the face of policy-driven demand recovery [1][8] Price Changes and Market Trends - In the week of July 28 to August 3, 39 out of 100 tracked chemical products saw price increases, while 31 experienced declines, and 30 remained stable [7][32] - The average price of epoxy propane increased by 7.47% to 7,925 CNY/ton, while pure MDI rose by 4.76% to 17,600 CNY/ton [2][32] - The report notes that the average price of lithium carbonate for battery-grade increased by 15.68% compared to July 1, reaching 71,333.33 CNY/ton [32]

Group 1 - The core point of the article highlights the financing activities of Anji Technology, indicating a net selling position in the recent trading days [1] - On August 1, Anji Technology had a financing buy amount of 0.33 billion yuan, ranking 522nd in the two markets, with a financing repayment amount of 0.39 billion yuan, resulting in a net sell of 6.53 million yuan [1] - Over the last three trading days, Anji Technology received financing buy amounts of 0.45 billion yuan, 0.32 billion yuan, and 0.33 billion yuan respectively [1] Group 2 - In terms of securities lending, on the same day, Anji Technology had a securities lending sell of 0.00 thousand shares and a net buy of 0.12 thousand shares [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002741 | 光华科技 | 19.18 | -3.13% | 23.95万 | 4.63亿 | | 300655 | 晶瑞电材 | 10.22 | -2.67% | 59.14万 | 6.10亿 | | 300398 | 飞凯材料 | 19.23 | -2.34% | 22.33万 | 4.33 乙 | | 300429 | 强力新材 | 13.42 | -2.19% | 1 21.86万 | 2.96亿 | | 301630 | 同宇新材 | 172.09 | -1.87% | 1.74万 | 3.00亿 | | 600330 | 天通股份 | 7.90 | -1.86% | 51.59万 | 4.09亿 | | 688035 | 德邦科技 | 41.53 | -1.59% | 2.62万 | 1.09亿 | | 688019 | 安集科技 | 147.50 | -1.52% | 2.10万 | 3.14亿 | | 002584 | 西陇科学 ...

关于公司 2023 年限制性股票激励计划第二个归属期 证券代码：688019 证券简称：安集科技 公告编号：2025-046 转债代码：118054 转债简称：安集转债 安集微电子科技（上海）股份有限公司 本次限制性股票归属数量与来源：548,593 股，其中，2023 年限制性股票激励 计划第二个归属期本次归属 516,463 股；2024 年限制性股票激励计划第一个归属 期本次归属 32,130 股。上述股票均来源于公司向激励对象定向发行的公司 A 股普 通股股票。 截至本公告日，公司已完成向 212 名激励对象定向发行上述 548,593 股第二类 限制性股票的归属登记工作。另有 36 名激励对象的 122,809 股来源为公司从二级 市场回购的公司 A 股普通股股票，上述股票归属工作尚在办理中，办理完成后公 司将另行公告。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司有关业务规则的规定，安集微电子科技（上海）股份有限公司 （以下简称"安集科技"或"公司"）于 2025 年 7 月 31 日收到中国证券登记结算 有限责任公司上海分公司出具的《证券变更登记证明》，公 ...