Group 1: Financing and Investment Plans - Shengyi Electronics plans to raise no more than 2.6 billion yuan through a private placement to invest in AI computing HDI production base, smart manufacturing high-layer circuit board projects, and to supplement working capital and repay bank loans [2] - Lianmicro intends to invest 2.262 billion yuan to construct a project with an annual production capacity of 1.8 million pieces of 12-inch heavily doped substrate wafers [3] - Daimei Co. plans to invest 100 million yuan to establish a wholly-owned subsidiary focused on robotics technology [5] Group 2: Stock Performance and Trading - Furi Shares experienced a significant stock price fluctuation, with an 8-day cumulative deviation of 113.94%, indicating potential irrational speculation [2] - Tianfu Communication has set the initial inquiry transfer price at 140 yuan per share, reflecting a 7.2% discount from the closing price [7] - Ningde Times' third-largest shareholder is transferring shares at a price of 376.12 yuan per share, with full subscription from 16 institutional investors [6] Group 3: Operational Updates - Yongtai Technology's wholly-owned subsidiary is set to begin trial production of a lithium battery additive project with an annual capacity of 5,000 tons, increasing the total capacity to 10,000 tons per year [3] - Trina Solar's subsidiary signed contracts for the sale of 2.66 GWh of energy storage products, which is expected to positively impact future operating performance [5] - Yinglian Co. signed a strategic procurement contract for over 50 million square meters of composite aluminum foil materials for quasi-solid-state batteries, which will enhance its operational development in 2026-2027 [5] Group 4: Corporate Restructuring and Management - Huaxia Happiness has been designated a temporary manager for pre-restructuring by the court, pending a decision on its restructuring application [8] - The National Integrated Circuit Fund has reduced its stake in Shengke Communication by 2.49%, completing its planned share reduction [4]

生益电子股份有限公司 简式权益变动报告书 上市公司名称：生益电子股份有限公司 股票上市地点：上海证券交易所 股票简称：生益电子 股票代码：688183 信息披露义务人：东莞市投资控股集团有限公司 住 所： 广东省东莞市松山湖园区红棉路6号3栋501室 通讯地址： 广东省东莞市松山湖园区红棉路6号3栋 501室 股份变动性质：股权变更注入 签署日期：二〇二五年十一月十七日 二、信息披露义务人签署本报告书已获得必要的授权和批准，其 履行亦不违反信息披露义务人章程或内部规则中的任何条款，或与之 相冲突。 三、依据《证券法》《收购办法》的规定，本报告书已全面披露 信息披露义务人在生益电子股份有限公司中拥有权益的股份变动情 况；截至本报告书签署之日，除本报告书披露的信息外，上述信息披 露义务人没有通过任何其他方式增加或减少其在生益电子股份有限公 司中拥有权益的股份。 四、本次权益变动是根据本报告所载明的资料进行的。除本信息 披露义务人外，没有委托或者授权其他任何人提供未在本报告书列载 的信息和对本报告书做出任何解释或说明。 五、信息披露义务人承诺本报告不存在虚假记载、误导性陈述或 重大遗漏，并对其真实性、准确性和完整性 ...

证券代码：688183 证券简称：生益电子 公告编号：2025-079 本次股东权益变动是东莞市人民政府将持有东莞科技创新投资集团有限 公司（原名"东莞科技创新金融集团有限公司"）（以下简称"科创集团"）100% 股权变更注入给东莞市投资控股集团有限公司（以下简称"投控集团"），投控集 团从而间接持有生益电子股份有限公司（以下简称"公司"或"生益电子"）股 份，根据《上市公司收购管理办法》的规定不触及要约收购。 本次权益变动后，东莞市国弘投资有限公司（以下简称"国弘投资"）持 有公司股份 66,442,666 股，持股比例为 7.99%，其一致行动人科创集团持有公 司股份 8,404,110 股，持股比例为 1.01%，国弘投资及其一致行动人合计持有公 司股份 74,846,776 股，合计持股比例为 9.00%，相关持股情况未发生变化。 生益电子股份有限公司 本次权益变动实施后，公司的控股股东、实际控制人未发生变化。 一、本次权益变动基本情况 关于股东权益变动的提示性公告 公司于 2025 年 11 月 17 日收到公司大股东国弘投资的通知，根据市属国有 企业重组整合总体实施方案，东莞市人民政府将东莞市国资 ...

Core Points - The announcement indicates that after the change in shareholder equity, Dongguan Guohong Investment Co., Ltd. holds 66.4427 million shares, representing 7.99% of the company [1] - Its concerted action partner, Kechuang Group, holds 8.4041 million shares, accounting for 1.01% of the company [1] - Together, Guohong Investment and its concerted action partner hold a total of 74.8468 million shares, which is 9.00% of the company [1] - The change in equity does not affect the company's controlling shareholder or actual controller [1]

Core Viewpoint - Shengyi Electronics plans to raise no more than 2.6 billion yuan through a private placement of shares, with the net proceeds intended for investment in AI computing HDI production base, smart manufacturing high-layer circuit board projects, and to supplement working capital and repay bank loans [2][5]. Group 1: Fundraising and Projects - This is the first equity refinancing since Shengyi Electronics went public in 2021 [5]. - The AI computing HDI production base project has a total investment of 2.032 billion yuan, with 1 billion yuan to be raised from this offering, a construction period of 36 months, and expected to start trial production in the third year, reaching full production by the fifth year [5]. - The smart manufacturing high-layer circuit board project has a total investment of 1.937 billion yuan, with 1.1 billion yuan to be raised from this offering, divided into two phases with a total construction period of 30 months [5]. Group 2: Market Demand and Trends - The exponential growth in AI computing demand is significantly driving the rapid expansion of the AI server and data center market, with a particularly strong demand for HDI boards [5][6]. - It is expected that AI HDI boards will become one of the fastest-growing segments in the PCB market over the next five years, especially for high-tier HDI boards [5]. - The demand for high-layer and high-speed PCBs is expected to maintain rapid growth in AI data center servers and high-end network equipment [6].

Group 1 - Ningde Times announced an inquiry transfer price of 376.12 yuan per share, representing a 3.8% discount from the closing price [1] - The inquiry transfer shares have been fully subscribed, with 16 institutional investors as the preliminary transferees, totaling 45,632,363 shares [1] Group 2 - Trina Solar's subsidiary, Trina Energy Storage, signed sales contracts for a total of 2.66 GWh of energy storage products with clients in North America, Europe, and Latin America, including 1.08 GWh with North American clients [2] - The successful execution of these contracts is expected to positively impact the company's future operating performance [2] Group 3 - Tianpu Co. received a takeover offer report from Zhonghao Xinying, with a proposed acquisition price of 23.98 yuan per share [3] - After the completion of the share transfer and capital increase, Zhonghao Xinying and its concerted parties will control 68.29% of the company, triggering a mandatory takeover obligation [3] Group 4 - Shengke Communication's shareholder, the National Integrated Circuit Industry Investment Fund, reduced its stake by 2.49%, amounting to 10,189,100 shares [4] - The reduction plan has concluded as of November 17, 2025 [4] Group 5 - Kexin Information is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [5] - The company stated that all business activities are operating normally and will cooperate with the investigation [5] Group 6 - Hanjia Design's subsidiary chairman, Shen Gang, has been placed under investigation and detention, but the company's daily operations remain unaffected [6] - The management team continues to oversee normal business activities [6] Group 7 - Shengyi Electronics plans to raise no more than 2.6 billion yuan through a private placement to fund projects including an AI computing HDI production base and to supplement working capital [7] - The issuance will target up to 35 specific investors as defined by the China Securities Regulatory Commission [7] Group 8 - Shenzhen New Star's wholly-owned subsidiary has received approval for trial production of a boron trifluoride project, which will be used in lithium batteries and solid-state battery additives [9] - The project has completed construction and installation, and is now ready for trial production [9] Group 9 - Huaxia Happiness has been designated a temporary administrator for pre-restructuring by the Langfang Intermediate People's Court, pending a decision on its restructuring application [10] - The company is committed to maintaining normal operations regardless of the restructuring outcome [10] Group 10 - Tianfu Communication has set an inquiry transfer price of 140 yuan per share, reflecting a 7.2% discount from the closing price [11] - The transfer will not occur through centralized bidding and has a six-month transfer restriction for the transferee [11] Group 11 - Yinglian Co. signed a strategic procurement contract for over 50 million square meters of composite aluminum foil materials for quasi-solid-state and semi-solid-state batteries with a new energy technology company [12] - The contract is expected to positively influence the company's operations in 2026-2027 [12] Group 12 - Purun Co. plans to acquire a 31% stake in Noah Changtian for 144 million yuan, achieving indirect control over high-performance flash memory company SHM [13] - The acquisition will enhance Purun's position in the semiconductor industry [13] Group 13 - Alibaba Network reduced its stake in Aojie Technology by 423,920 shares, decreasing its holding from 15% to 13.99% [14] Group 14 - ST Zhongdi's stock will resume trading on November 18, 2025, after a review confirmed normal business operations following a significant price increase [15][16]

Core Viewpoint - Shengyi Electronics (688183.SH) plans to issue A-shares to specific investors, aiming to raise up to RMB 2.6 billion for various projects and working capital [1] Group 1: Stock Issuance Details - The company intends to issue shares to no more than 35 specific investors [1] - The issuance price will be no less than 80% of the average trading price of the company's stock over the 20 trading days prior to the pricing date [1] - The total number of shares issued will not exceed 15% of the company's total share capital before the issuance, amounting to a maximum of 125 million shares [1] Group 2: Fund Utilization - The total funds raised will not exceed RMB 2.6 billion, including issuance costs [1] - The net proceeds after deducting issuance expenses are planned for investment in the AI computing HDI production base construction project, high-layer intelligent manufacturing circuit board project, replenishing working capital, and repaying bank loans [1]

Group 1 - The company, Shengyi Electronics (688183.SH), has disclosed a plan to issue A-shares to specific investors in 2025, targeting no more than 35 individuals [1] - The issuance price will be set at no less than 80% of the average trading price of the company's shares over the 20 trading days prior to the pricing date, which is the first day of the issuance period [1] - The total number of shares to be issued will not exceed 15% of the company's total share capital before the issuance, amounting to a maximum of 125 million shares [1] Group 2 - The total funds raised from this issuance are expected to be no more than 2.6 billion RMB, which will be used for various projects including the construction of an AI computing HDI production base and a smart manufacturing high-multilayer computing circuit board project [1] - The net proceeds after deducting issuance costs will also be allocated to supplement working capital and repay bank loans [1]

证券代码：688183 证券简称：生益电子 生益电子股份有限公司 （住所：东莞市东城区（同沙）科技工业园同振路 33 号） 2025 年度向特定对象发行 A 股股票 方案论证分析报告 二〇二五年十一月 1 生益电子股份有限公司（以下简称"生益电子"或"公司"）是上海证券交 易所科创板上市的公司。为满足公司业务发展的资金需求，增强公司的资本实力 和盈利能力，根据《中华人民共和国公司法》（以下简称"《公司法》"）《中 华人民共和国证券法》（以下简称"《证券法》"）和《上市公司证券发行注册 管理办法》（以下简称"《注册管理办法》"）等有关法律、行政法规、部门规 章或规范性文件和《公司章程》的规定，公司编制了 2025 年度向特定对象发行 A 股股票发行方案论证分析报告。 本论证分析报告中如无特别说明，相关用语具有与《生益电子股份有限公司 2025 年度向特定对象发行 A 股股票预案》中相同的含义。 一、本次向特定对象发行股票的背景和目的 （一）本次发行的背景 1、 "十五五建议"突出科技创新的引领作用，PCB 为发展新质生产力提 供重要支撑 2025 年 10 月出台的《中共中央关于制定国民经济和社会发展第十五个五 ...

生益电子股份有限公司（以下简称"公司"）于 2025 年 11 月 17 日召开公 司第三届董事会第三十二次会议，审议通过了《关于公司 2025 年度向特定对象 发行 A 股股票预案的议案》及其他相关议案。具体内容详见公司在上海证券交易 所网站（www.sse.com.cn）披露的《生益电子股份有限公司 2025 年度向特定对 象发行 A 股股票预案》及其他相关公告。 本次向特定对象发行 A 股股票预案的披露事项不代表审批机关对于本次向 特定对象发行股票相关事项的实质性判断、确认或批准，相关事项的生效和完成 尚需公司股东会批准、上海证券交易所审核通过并经中国证监会作出同意注册决 定等程序，存在不确定性，敬请广大投资者注意投资风险。 特此公告。 生益电子股份有限公司董事会 2025 年 11 月 18 日 证券代码：688183 证券简称：生益电子 公告编号：2025-073 生益电子股份有限公司 关于 2025 年度向特定对象发行 A 股股票预案披露的 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、准确性和完整性承担法律责任。 1 ...