重要内容提示： 已披露增持计划情况 南京晶升装备股份有限公司（以下简称"晶升股份"或"公司"）于 2025 年 4 月 11 日披露了《南京晶升装备股份有限公司关于控股股东、实际控制人兼 董事长增持公司股份计划的公告》（公告编号：2025-011），公司控股股东、实际 控制人兼董事长李辉先生计划使用其自有资金或自筹资金，自 2025 年 4 月 11 日起 6 个月内，通过上海证券交易所交易系统允许的方式（包括但不限于集中竞 价和大宗交易等）增持公司股份，合计增持金额不低于人民币 1000 万元（含） 且不超过人民币 2000 万元（含）。 增持计划的实施进展 截至本公告披露日，李辉先生通过上海证券交易所系统集中竞价交易方式增 持公司股份 252,707 股，占公司股份总数的 0.1826%，已增持金额约为人民币 7,379,002.72 元（不含交易费用），已达到本次增持计划增持金额下限 1000 万 元的 73.79%，本次增持计划尚未实施完毕。 证券代码：688478 证券简称：晶升股份 公告编号：2025-048 南京晶升装备股份有限公司 关于控股股东、实际控制人兼董事长增持公司股份 计划的进展暨延期 ...

Core Viewpoint - Jing Sheng Co., Ltd. (688478.SH) announced a plan to acquire control of Beijing Weizhun Intelligent Technology Co., Ltd. through a combination of issuing shares and cash payment, alongside raising supporting funds, which has led to a significant drop in its stock price [1][2]. Group 1: Acquisition Details - The company plans to purchase all shares of Weizhun Intelligent held by ten counterparties, with the transaction price yet to be finalized based on an asset evaluation report [1][3]. - The share issuance price for the acquisition is set at 28.93 CNY per share, which is 80% of the average trading price over the last 60 trading days prior to the pricing date [2][3]. - The transaction is expected to involve issuing shares to no more than 35 specific investors, with the total number of shares issued not exceeding 30% of the company's total share capital post-transaction [2][3]. Group 2: Financial Performance - As of June 30, 2025, the total assets of Weizhun Intelligent were 42.80 billion CNY, with net assets of 38.03 billion CNY [4]. - The company reported a revenue of 7.39 billion CNY and a net profit of 2.81 billion CNY for the first half of 2025 [4]. - In the first half of 2025, Jing Sheng Co., Ltd. experienced a revenue decline of 20.29% year-on-year, with a net loss of 7.45 million CNY [5][6].

Group 1 - Chip stocks opened lower on September 9, with Jing Sheng Co. falling over 10% [1] - SMIC resumed trading and dropped over 9% [1] - Other companies such as Tongfu Microelectronics, Aojie Technology, Baiwei Storage, Shengmei Shanghai, Zhichun Technology, Allwinner Technology, and Jiangbolong also experienced declines [1]

Group 1 - The core point of the article is that Jing Sheng Co., Ltd. plans to acquire a majority stake in Beijing Weizhun Intelligent Technology Co., Ltd. through a combination of share issuance and cash payment, aiming to achieve vertical integration in the semiconductor industry chain and enhance its core competitiveness [2][3] - The transaction has been approved by the board of directors and will be submitted for shareholder and regulatory approval [2] - The acquisition target, Weizhun Intelligent, is recognized as a national-level "little giant" enterprise specializing in the research, production, and sales of wireless communication testing equipment, which aligns with Jing Sheng's business in the semiconductor industry [2][4] Group 2 - The restructuring plan consists of two parts: issuing shares and cash payment for asset acquisition, and raising matching funds, with the share issuance price set at 28.93 yuan per share [3] - The total amount of matching funds raised will not exceed 100% of the asset acquisition price, and the number of shares issued will not exceed 30% of the total share capital post-transaction [3] - The lock-up period for shares obtained by the transaction counterparties will vary from 6 to 36 months based on their holding time of the target asset rights [3] Group 3 - By acquiring Weizhun Intelligent, Jing Sheng aims to extend its industry chain into downstream applications, achieving multi-dimensional synergies in business, customers, and operations [4] - This acquisition will allow Jing Sheng to directly understand end customer needs, optimize equipment R&D direction, and leverage Weizhun's existing customer resources to expand market share while reducing operational costs through resource sharing [4]

【导读】晶升股份拟收购为准智能控制权，交易对方包括小米智造 中国基金报记者 吴君 停牌约两周后，科创板公司晶升股份披露了并购预案并宣布复牌。 根据公告，晶升股份拟通过发行股份及支付现金的方式购买北京为准智能科技股份有限公司（以下简称为准智能）的控制权，同时募集配套资金。公司股 票将于2025年9月9日开市起复牌。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 688478 | 晶升股份 | A 股 复牌 | | | 2025/9/8 | 2025/9/9 | 晶升股份拟收购为准智能控制权 将产业链延伸至终端应用领域 根据预案，晶升股份拟通过发行股份及支付现金的方式购买北京本尚科技合伙企业（有限合伙）、北京小米智造股权投资基金合伙企业（有限合伙）、葛 思静等10名交易对方持有的为准智能全部股份，并取得为准智能的控制权。 预案披露，本次发行股份及支付现金购买资产的股份发行价格为28.93元/股。 晶升股份称，本次交易前，交易对方与上市公司不存在关联关系。本次交易 ...

北京商报讯（记者 马换换 实习记者 李佳雪）9月8日晚间，晶升股份（688478）披露发行股份及支付现 金购买资产并募集配套资金暨关联交易预案，公司股票将于9月9日开市起复牌。 据悉，为准智能专注于无线通信领域测试设备的研发、生产和销售，是一家以无线信号综合测试仪和高 精度直流程控电源两大产品为主体的检测解决方案供应商，主要应用于无线通信产品的检测。 晶升股份表示，公司与标的公司主营业务均围绕半导体产业链开展，通过本次交易，上市公司可将其产 业链由上游"起点"处延伸至具体的终端产品应用领域中，完成产业链的垂直整合。 预案显示，晶升股份拟通过发行股份及支付现金的方式购买北京本尚科技合伙企业（有限合伙）等10名 交易对方持有的北京为准智能科技股份有限公司（以下简称"为准智能"）全部股份并取得为准智能的控 制权，同时募集配套资金。本次交易预计不构成重大资产重组，构成关联交易，不构成重组上市。公司 股票已于8月26日起停牌。 ...

证券日报网讯 9月8日晚间，晶升股份发布公告称，公司第二届董事会第十四次会议审议通过了《关于 公司符合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条件的议案》等多项议案。 （文章来源：证券日报） ...

Group 1 - SMIC (688981) announced plans to acquire 49% of the equity of SMIC North from several investment entities at a price of 74.20 CNY per share [1][2] - The transaction aims to enhance the asset quality and business synergy of the listed company, promoting long-term development without changing the main business scope [2][3] - As of the announcement date, the audit and evaluation of the transaction were not completed, and the valuation of the target assets had yet to be determined [3] Group 2 - For Q2 2025, SMIC reported total sales revenue of 2.209 billion USD, a decrease of 1.7% from the previous quarter, with a gross margin of 20.4%, down by 2.1 percentage points [3][5] - The company’s production capacity utilization rate was 92.5%, an increase of 2.9 percentage points compared to the previous quarter [3] - For the first half of 2025, SMIC achieved sales revenue of 4.46 billion USD, a year-on-year increase of 22%, with a gross margin of 21.4%, up by 7.6 percentage points from the same period last year [5] Group 3 - The company provided guidance for Q3 2025, expecting revenue growth of 5% to 7% and a gross margin between 18% and 20% [6] - Prior to the suspension, SMIC's A-share price was 114.76 CNY per share, with a total market capitalization of 916.6 billion CNY [6]

Group 1 - The company plans to acquire a majority stake in Beijing Weizhun Intelligent Technology Co., Ltd. through a combination of issuing shares and cash payment, aiming for vertical integration in the semiconductor industry [1] - The acquisition has been approved by the board and will be submitted for shareholder and regulatory approval [1] - Weizhun Intelligent is recognized as a national-level "little giant" enterprise specializing in wireless communication testing equipment, which aligns with the company's existing operations [1] Group 2 - The transaction involves issuing shares at a price of 28.93 yuan per share, which is at least 80% of the average trading price over the last 60 trading days [2] - The company plans to raise funds from no more than 35 specific investors, with the total amount not exceeding 100% of the asset purchase price [2] - The lock-up periods for shares obtained by the transaction counterparties will vary from 6 to 36 months based on their holding duration [2] Group 3 - The company, as a supplier of semiconductor crystal growth equipment, aims to extend its business into downstream applications through the acquisition [3] - This acquisition is expected to enhance business, customer, and operational synergies, allowing the company to better understand end-user needs and optimize equipment development [3] - The company anticipates leveraging Weizhun Intelligent's existing customer resources to expand market share and reduce operational costs [3]

Core Viewpoint - The company plans to acquire all shares of Beijing Weizhun Intelligent Technology Co., Ltd. through a combination of issuing shares and cash payments, thereby gaining control over the target company and raising matching funds [1] Group 1: Acquisition Details - The acquisition involves 10 trading parties and aims to enhance the company's control over the target company [1] - The company's stock will resume trading on September 9, 2025 [1] Group 2: Target Company Overview - The target company specializes in the research, production, and sales of testing equipment in the wireless communication field [1] - It primarily focuses on wireless signal comprehensive testing instruments and high-precision direct current power supplies [1] Group 3: Strategic Implications - The transaction allows the company to extend its industry chain from upstream to specific end-product application areas, achieving vertical integration [1] - The acquisition enriches the company's product structure and technical accumulation [1] - The overlap in customer bases between the two companies is expected to strengthen market development and enhance cooperation with existing clients while attracting new customers [1] - The deep integration and synergy post-transaction will include the target assets in the company's consolidated financial statements, potentially boosting financial performance [1]