每經記者(zhe)｜王琳    每經編輯｜張海妮    

并(bing)購重(zhong)組

世運電路：擬增資新聲半導體

世運電(dian)路公(gong)(gong)告，公(gong)(gong)司(si)擬(ni)以(yi)1.25億元(yuan)與關聯方天(tian)津順(shun)科聚芯(xin)創(chuang)業(ye)投(tou)資基金(jin)合(he)伙企業(ye)（有(you)限(xian)合(he)伙）、非關聯方天(tian)津泓生(sheng)嘉誠股權投(tou)資合(he)伙企業(ye)（有(you)限(xian)合(he)伙）通過增資方式(shi)對深圳新(xin)聲半導體有(you)限(xian)公(gong)(gong)司(si)（以(yi)下簡稱目標(biao)公(gong)(gong)司(si)）進(jin)行投(tou)資。本次交易完成后，公(gong)(gong)司(si)將取(qu)得(de)目標(biao)公(gong)(gong)司(si)3.8238%股權。

佰維存儲：擬與關聯方共同對外投資北京行云集成

佰(bai)維存儲公(gong)(gong)(gong)告(gao)，公(gong)(gong)(gong)司全資(zi)子公(gong)(gong)(gong)司海(hai)南(nan)(nan)(nan)南(nan)(nan)(nan)佰(bai)算科技有(you)限公(gong)(gong)(gong)司（以下簡稱海(hai)南(nan)(nan)(nan)南(nan)(nan)(nan)佰(bai)算）擬與徐林仙(xian)、董事兼總經理何(he)瀚(han)共同對外(wai)投資(zi)北京行云(yun)集(ji)成(cheng)(cheng)電路有(you)限公(gong)(gong)(gong)司（以下簡稱行云(yun)集(ji)成(cheng)(cheng)）。海(hai)南(nan)(nan)(nan)南(nan)(nan)(nan)佰(bai)算、徐林仙(xian)、何(he)瀚(han)分(fen)別向行云(yun)集(ji)成(cheng)(cheng)增資(zi)1000萬(wan)(wan)(wan)(wan)元(yuan)(yuan)(yuan)(yuan)、200萬(wan)(wan)(wan)(wan)元(yuan)(yuan)(yuan)(yuan)和470萬(wan)(wan)(wan)(wan)元(yuan)(yuan)(yuan)(yuan)，對應(ying)增資(zi)取得的注(zhu)冊(ce)資(zi)本額為7.4472萬(wan)(wan)(wan)(wan)元(yuan)(yuan)(yuan)(yuan)、1.4894萬(wan)(wan)(wan)(wan)元(yuan)(yuan)(yuan)(yuan)和3.5002萬(wan)(wan)(wan)(wan)元(yuan)(yuan)(yuan)(yuan)。本次增資(zi)完成(cheng)(cheng)后，海(hai)南(nan)(nan)(nan)南(nan)(nan)(nan)佰(bai)算、徐林仙(xian)、何(he)瀚(han)分(fen)別持(chi)有(you)行云(yun)集(ji)成(cheng)(cheng)股權的比例為1.0600%、0.2120%和0.4982%。

業績披露(lu)

燕京啤酒：上半年歸母凈利潤同比增長45.45%

燕京啤酒(jiu)披(pi)露2025年(nian)半(ban)年(nian)度報告。公司上半(ban)年(nian)實現(xian)營業收入85.58億元(yuan)(yuan)，同比增(zeng)長(chang)6.37%；歸(gui)母(mu)凈利潤(run)為11.03億元(yuan)(yuan)，同比增(zeng)長(chang)45.45%；基本每股(gu)收益為0.39元(yuan)(yuan)。

佰維存儲：上半年歸母凈利潤虧損2.26億元

佰維存儲披露2025年(nian)(nian)半年(nian)(nian)度報告。公司上半年(nian)(nian)實現(xian)營業(ye)收入39.12億(yi)元，同比增長13.7%；歸(gui)母(mu)凈利潤(run)虧(kui)損2.26億(yi)元，上年(nian)(nian)同期歸(gui)母(mu)凈利潤(run)為2.83億(yi)元。

工業富聯：上半年歸母凈利潤同比增長38.6%

工業(ye)富聯(lian)發布的2025年半年度報告(gao)顯示(shi)，上半年實(shi)現營業(ye)收入約3607.6億元，同比增(zeng)長35.58%；實(shi)現歸母凈利潤約121.13億元，同比增(zeng)長38.61%。

增(zeng)減持

龍利得：股東擬減持不超過1.90%股份

龍利(li)得(de)公(gong)(gong)告，公(gong)(gong)司(si)(si)(si)持(chi)股5%以上股東滁(chu)州浚源創業投(tou)資中心（有(you)限合伙）基于自身(shen)資金需求，計劃自2025年9月1日(ri)至11月30日(ri)期間，通(tong)過集中競價(jia)交(jiao)易或(huo)大(da)宗(zong)交(jiao)易方式減持(chi)公(gong)(gong)司(si)(si)(si)股份不超(chao)過657.4萬股，即不超(chao)過公(gong)(gong)司(si)(si)(si)總(zong)股本的(de)1.90%。

利揚芯片：四名股東擬合計減持不超過3.94%股份

利(li)揚(yang)芯片公(gong)(gong)告，公(gong)(gong)司股(gu)(gu)東張利(li)平、瞿昊(hao)、盧旭坤(kun)、鄭(zheng)朝生計劃減(jian)持公(gong)(gong)司股(gu)(gu)份。其中，張利(li)平擬(ni)減(jian)持不(bu)超過(guo)(guo)608.6萬(wan)股(gu)(gu)，占(zhan)(zhan)公(gong)(gong)司總(zong)股(gu)(gu)本的3.00%；瞿昊(hao)擬(ni)減(jian)持不(bu)超過(guo)(guo)160萬(wan)股(gu)(gu)，占(zhan)(zhan)公(gong)(gong)司總(zong)股(gu)(gu)本的0.79%；盧旭坤(kun)擬(ni)減(jian)持不(bu)超過(guo)(guo)25萬(wan)股(gu)(gu)，占(zhan)(zhan)公(gong)(gong)司總(zong)股(gu)(gu)本的0.12%；鄭(zheng)朝生擬(ni)減(jian)持不(bu)超過(guo)(guo)5.8萬(wan)股(gu)(gu)，占(zhan)(zhan)公(gong)(gong)司總(zong)股(gu)(gu)本的0.03%。四(si)名股(gu)(gu)東擬(ni)合(he)計減(jian)持不(bu)超過(guo)(guo)3.94%股(gu)(gu)份。

南京聚隆：特定股東計劃減持不超過0.87%股份

南(nan)京(jing)聚隆公告，公司特(te)定股(gu)東(dong)蔡(cai)靜計劃在公告披露之日(ri)起3個交易日(ri)后的(de)三(san)個月內，以集(ji)中(zhong)競價(jia)方式(shi)減持(chi)公司股(gu)份96.2106萬股(gu)，占公司總股(gu)本的(de)0.87%。

風險事項

大唐電信：監事會主席收到證監會行政處罰事先告知書

大唐電信公告，公司近日收到監事會主席段茂忠告知，因非公司事項，段茂忠收到中國證監會下發的《行政處罰事先告知書》。段茂(mao)忠因曾任職的*ST高鴻涉嫌信息披露違法(fa)違規，中國(guo)證監會(hui)已向該公司及其本(ben)人送達《行(xing)政(zheng)處罰事先(xian)告(gao)知書》，擬(ni)對段茂忠給予警告，并處以200萬元罰款。

封面(mian)圖(tu)片(pian)來源(yuan)：每日(ri)經濟新聞 劉(liu)國梅 攝（資(zi)料圖(tu)）