Market Overview - On September 10, the software development sector rose by 0.52% compared to the previous trading day, with Sitergy leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Gainers in Software Development Sector - Sitergy (300608) closed at 13.29, up 6.58% with a trading volume of 258,500 shares and a transaction value of 338 million yuan [1] - Galun Electronics (688206) closed at 35.38, up 6.25% with a trading volume of 99,100 shares and a transaction value of 347 million yuan [1] - Digital Certification (300579) closed at 37.64, up 5.11% with a trading volume of 135,100 shares and a transaction value of 504 million yuan [1] - Other notable gainers include Silverjet (300085) up 4.70% and Zhiyuan Interconnection (688369) up 4.29% [1] Top Losers in Software Development Sector - Ambotong (688168) closed at 100.00, down 6.63% with a trading volume of 38,900 shares [2] - Shimu Information (002153) closed at 10.68, down 4.64% with a trading volume of 628,300 shares and a transaction value of 679 million yuan [2] - Xinan Century (688201) closed at 14.56, down 3.89% with a trading volume of 173,500 shares and a transaction value of 253 million yuan [2] Capital Flow Analysis - The software development sector saw a net inflow of 153 million yuan from institutional investors, while retail investors experienced a net outflow of 411 million yuan [2][3] - Notable net inflows from institutional investors include Sitergy (300608) with 47.68 million yuan and Digital Certification (300579) with 47.55 million yuan [3] - Conversely, significant net outflows from retail investors were observed in Sitergy (300608) with -44.60 million yuan and Digital Certification (300579) with -51.92 million yuan [3]

（文章来源：证券日报） 证券日报网讯 9月8日晚间，概伦电子发布公告称，公司2025年第三次临时股东会于2025年9月8日召 开，审议通过了《关于参与投资私募基金暨关联交易的议案》等多项议案。 ...

证券代码：688206 证券简称：概伦电子 公告编号：2025-059 （二） 股东会召开的地点：：上海市浦东新区秋月路 26 号矽岸国际 4 号楼 9 层公司会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 119 | | --- | --- | | 普通股股东人数 | 119 | | 2、出席会议的股东所持有的表决权数量 | 301,237,780 | | 普通股股东所持有表决权数量 | 301,237,780 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 69.4291 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 69.4291 | 上海概伦电子股份有限公司 2025年第三次临时股东会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 9 月 ...

上海市锦天城律师事务所 关于上海概伦电子股份有限公司 2025 年第三次临时股东会的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所法律意见书 上海市锦天城律师事务所 关于上海概伦电子股份有限公司 基于上述，本所律师按照律师行业公认的业务标准、道德规范和勤勉尽责精 神，对与出具本法律意见书有关的资料和事实进行了核查和验证，现发表法律意 见如下： 2025 年第三次临时股东会的 法律意见书 致：上海概伦电子股份有限公司 上海概伦电子股份有限公司（以下简称"公司"）2025 年第三次临时股东 会于 2025 年 9 月 8 日（星期一）14 点在上海市浦东新区秋月路 26 号矽岸国际 4 号楼 9 层公司会议室如期召开。上海市锦天城律师事务所经公司聘请委派周源、 俞凯律师列席现场会议，根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《上市公司股东会规则》（以下简称"《股东会规则》"）等法律法规、其他规 范性文件以及《上海概伦电子股份有限公司公司章程》（以下简称 ...

截至2025年9月5日收盘，概伦电子(688206)报收于33.53元，上涨3.97%，换手率1.34%，成交量5.83万 手，成交额1.93亿元。 当日关注点 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：9月5日主力资金净流出864.54万元，占总成交额4.49%。 来自公司公告汇总：概伦电子正推进收购成都锐成芯微科技100%股权及纳能微电子45.64%股权， 相关尽调、审计、评估工作仍在进行中。 交易信息汇总 资金流向 9月5日主力资金净流出864.54万元，占总成交额4.49%；游资资金净流入660.3万元，占总成交额 3.43%；散户资金净流入204.24万元，占总成交额1.06%。 公司公告汇总 关于筹划发行股份及支付现金购买资产并募集配套资金暨关联交易事项的进展公告 上海概伦电子股份有限公司拟通过发行股份及支付现金方式购买成都锐成芯微科技股份有限公司100% 股权及纳能微电子（成都）股份有限公司45.64%股权，并募集配套资金。本次交易构成重大资产重组 和关联交易，不构成重组上市。公司股票自2025 ...

上海概伦电子股份有限公司（以下简称"公司"或"概伦电子"）拟通过发 行股份及支付现金的方式购买成都锐成芯微科技股份有限公司 100%股权及纳能 微电子（成都）股份有限公司 45.64%股权，并募集配套资金（以下简称"本次 交易"）。本次交易完成后，成都锐成芯微科技股份有限公司与纳能微电子（成都） 股份有限公司均将成为公司的全资子公司。本次交易预计构成重大资产重组，构 成关联交易，不构成重组上市。 证券代码：688206 证券简称：概伦电子 公告编号：2025-058 上海概伦电子股份有限公司 关于筹划发行股份及支付现金购买资产并募集配套 资金暨关联交易事项的进展公告 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相应的法律责任。 一、本次交易基本情况 二、本次交易进展情况 三、本次交易的后续工作安排 截至本公告日，公司正与交易各方积极沟通最终交易方案，有序推进本次交 易相关工作。本次交易相关的尽调、审计、评估等工作正在持续有序推进中。 公司后续将根据本次交易的进展情况，严格按照《上市公司重大资产重组管 理办法》《上海证券交易所上市公司自 ...

Market Overview - On September 4, the software development sector declined by 2.79%, with Gai Lun Electronics leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Notable gainers in the software development sector included: - Xin'an Century (688201) with a closing price of 15.60, up 6.41% and a trading volume of 391,400 shares, totaling 605 million yuan [1] - Hanyi Co., Ltd. (301270) closed at 38.33, up 4.24% with a trading volume of 78,500 shares, totaling 303 million yuan [1] - Keda Automation (831832) closed at 29.00, up 3.24% with a trading volume of 113,300 shares, totaling 325 million yuan [1] - Major decliners included: - Gai Lun Electronics (688206) closed at 32.25, down 7.62% with a trading volume of 95,100 shares, totaling 316 million yuan [2] - Guangli Micro (301095) closed at 77.81, down 7.24% with a trading volume of 92,500 shares, totaling 737 million yuan [2] - Xinghuan Technology (688031) closed at 52.68, down 6.36% with a trading volume of 61,600 shares, totaling 335 million yuan [2] Capital Flow - The software development sector experienced a net outflow of 4.792 billion yuan from institutional investors, while retail investors saw a net inflow of 4.105 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling contrasted by retail buying [2] Individual Stock Capital Flow - Key stocks with significant capital flow include: - Yan Hua Intelligent (002178) with a net inflow of 78.76 million yuan from institutional investors, but a net outflow of 82.45 million yuan from retail investors [3] - Xin'an Century (688201) had a net inflow of 31.44 million yuan from institutional investors, while retail investors saw a net outflow of 70.63 million yuan [3] - Hanyi Co., Ltd. (301270) experienced a net inflow of 30.10 million yuan from institutional investors, with a net outflow of 28.91 million yuan from retail investors [3]

证券代码：688206 证券简称：概伦电子 公告编号：2025-057 登录新浪财经APP 搜索【信披】查看更多考评等级 上海概伦电子股份有限公司关于参加2025年半年度科创板软件行业集体 业绩说明会的公告 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。 重要内容提示： ● 投资者可于2025年9月4日（星期四）至9月10日 （星期三）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过上海概伦电子股份有限公司（以下简称"公司"）邮箱IR@primarius-tech.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 公司已于2025年8月30日在上海证券交易所网站（www.sse.com.cn）披露了《上海概伦电子股份有限公 司2025年半年度报告》，为便于广大投资者更全面深入地了解公司2025年半年度经营成果、财务状况， 公司计划于2025年9月11日（星期四）15:00-17:00参加2025年半年度科创板软件行业集体业绩说明会， 就投资者关心的问题进行交流。 一、 说明会类型 本次业 ...

Core Viewpoint - The announcement details a change in equity ownership for Shanghai Gaolun Electronics Co., Ltd, specifically regarding a reduction in shareholding by shareholders holding more than 5% of the company's equity, which does not trigger a mandatory tender offer [1][6]. Group 1: Equity Change Details - The equity change involves shareholders including Qiongqing Chengjinqiu Equity Investment Management Partnership (Limited Partnership) and its concerted actions, which include several other investment partnerships [1][2]. - After the equity change, the total number of shares held by the aforementioned shareholders is reduced, but the company will not experience a change in its controlling shareholder or actual controller [2][6]. - The equity change does not violate any previously made commitments or plans [2]. Group 2: Shareholder Information - Qiongqing Chengjinqiu Equity Investment Management Partnership (Limited Partnership) has a registered capital of 170 million RMB and was established on April 11, 2019 [2][3]. - Qiongqing Jiaocheng Equity Investment Partnership (Limited Partnership) has a registered capital of 54.6 million RMB and was established on October 9, 2019 [3][4]. - Jinggangshan Jingyuan Equity Investment Partnership (Limited Partnership) has a registered capital of 160 million RMB and was established on April 2, 2020 [3][4]. - Qiongqing Ruicheng Equity Investment Partnership (Limited Partnership) has a registered capital of 107 million RMB and was established on June 8, 2020 [4]. - Zhuzhou Guoxing Tongying Venture Capital Partnership (Limited Partnership) has a registered capital of 45 million RMB and was established on December 11, 2020 [4][5]. Group 3: Shareholding Changes - Prior to the equity change, the shareholders held a total of 58,771,749 shares, representing 13.55% of the company's total equity of 433,804,445 shares [5]. - Following the reduction, the shareholders collectively hold 43,517,785 shares, which is 10.00% of the updated total equity of 435,177,853 shares [5][6]. - The reduction in shareholding was executed through various trading methods, including centralized bidding and block trading [5][6].

Core Viewpoint - The report outlines the equity changes of Shanghai Gaialun Electronics Co., Ltd, indicating a reduction in shareholding by several investment entities due to their funding needs, with a total reduction of shares amounting to 4,351,778 shares, representing 1% of the company's total share capital [8][9][10]. Group 1: Information Disclosure Obligors - The report identifies five information disclosure obligors, including: 1. Gongqingcheng Jinqiu Equity Investment Management Partnership (Limited Partnership) [4] 2. Gongqingcheng Jiacheng Equity Investment Partnership (Limited Partnership) [5] 3. Jinggangshan Jingyuan Equity Investment Partnership (Limited Partnership) [6] 4. Gongqingcheng Ruicheng Equity Investment Partnership (Limited Partnership) [6] 5. Zhuzhou Guoxing Tongying Venture Capital Partnership (Limited Partnership) [6] - All obligors are registered in Jiangxi Province and have a common address in Shanghai [4][5][6]. Group 2: Shareholding Changes - Prior to the equity change, the shareholding structure was as follows: - Jinqiu Investment held 33,588,352 shares (7.74%) - Jiacheng Investment held 10,773,624 shares (2.48%) - Jingyuan Investment held 7,400,000 shares (1.71%) - Ruicheng Investment held 4,933,333 shares (1.14%) - Guoxing Tongying held 2,076,440 shares (0.48%) - Total combined shareholding was 58,771,749 shares (13.55%) [9][14]. - After the reduction, the new shareholding structure is: - Jinqiu Investment: 23,467,043 shares (5.39%) - Jiacheng Investment: 7,265,612 shares (1.67%) - Jingyuan Investment: 6,561,914 shares (1.51%) - Ruicheng Investment: 4,377,119 shares (1.01%) - Guoxing Tongying: 1,846,097 shares (0.42%) - Total combined shareholding is now 43,517,785 shares (10.00%) [10][15]. Group 3: Future Plans - The obligors plan to continue reducing their holdings within the next 12 months, with a maximum of 4,351,778 shares to be sold through centralized bidding and block trading [8][9]. - The reduction is driven by the need for liquidity, and the selling price will be determined by market conditions [8][9].