随着二级市场行情回升，公募定增热情也逐渐升温。近三个月，16家公募旗下基金参与定增的资金超过 了45亿元，参与的定增项目最高涨幅达到344%。但本轮定增中表现踊跃的不是头部公募，而是个别长 期聚焦定增策略的中小公募。 基金业内人士分析，下半年定增供需仍将保持良好趋势，可关注并购重组配套融资。数据显示，年内披 露的定增项目中，配套融资类预案占比超过40%，绝对数量和比例均超过去年全年，配套融资类项目成 为定增项目新的增长点，这类项目投资价值值得深度挖掘。 和公募定增热情上升相对应的是，A股上市公司近期持续推出定增计划，并且从最新股价来看，不少参 与其中的资金已实现浮盈。 数据显示，截至8月1日，近三个月已有34家上市公司实施定增，合计募资总额超5700亿元。如果从今年 1月1日算起，年内则有78家上市公司实施定增，合计募资规模超过6600亿元。不难发现，近三个月的定 增规模占比很高，达到86%。从8月1日最新收盘价和定增发行价格对比来看，上述34家实施定增的上市 公司，有31家股价上涨，占比超过90%。其中，有7只个股涨幅超过100%，涨幅最高的超过340%。 从基金产品层面看，参与定增的100多只基金中大多实 ...

按照议案要求，此次三一重工回购的资金总额不低于10亿元、不超过20亿元，回购股份的价格上限为 29.10元/股，即不超过董事会审议通过回购决议前30个交易日公司股票交易均价的150%；回购期限自三 一重工董事会审议通过此次回购股份方案之日起，不超过12个月，此次回购将用于员工持股计划。 由此，根据20亿元的回购上限计算，三一重工现已回购股份金额达到总额度的比例为67.75%，尚有6.45 亿元的回购额度。需要指出的是，自4月份宣布回购计划后，三一重工二级市场股价保持着平稳向上的 态势，7月22日该股股价一度触及21.47元/股的高位，创下2022年1月以来的新高。 从经营业绩层面来看，三一重工销售持续走高，且净利润增速大幅高于营收增速，体现出该上市公司盈 利能力加速提升的发展趋势。 8月3日晚间，三一重工（600031）发布回购股份进展公告称，已斥资13.55亿元，回购自家股份7268万 股。 公告显示，截至2025年7月底，三一重工已累计回购股份7267.92万股，占上市公司总股本的比例为 0.86%，购买的最高价为19.39元/股、最低价为17.39元/股，已支付的总金额为13.55亿元（不含印花税、 交 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载，误导性陈述或重大遗漏。 江苏通达动力科技股份有限公司（以下简称"公司"）于2025年4月9日召开第六届董事会第十一次会议，审议通过 了《关于回购公司股份方案的议案》，同意公司以自有资金通过集中竞价交易方式回购公司部分人民币普通股（A 股）股份，用于实施员工持股计划或股权激励，回购价格不超过人民币15元/股，回购的资金总额不低于3,000万元 （含）且不超过5,000万元（含），具体回购股份的数量及占总股本的比例以回购期满时实际回购数量为准，实施 期限为自公司董事会审议通过回购方案之日起不超过12个月，具体内容详见于2025年4月10日、2025年4月12日在 指定信息披露媒体《证券时报》《中国证券报》《上海证券报》和巨潮资讯网（http://www.cninfo.com.cn）披露的 《关于回购公司股份方案的公告》（公告编号：2025-002）和《回购股份报告书》（公告编号：2025-004）。 根据《回购股份报告书》相关规定，若公司在回购股份期间发生派发红利、送红股、公积金转增股本等除权 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券时报记者 赵梦桥 公募REITs生态的健康发展离不开发行人、监管方、中介机构、投资者等多方主体的协同发力。在证券时报社主办 的"变革与突围·中国基金业高质量发展系列沙龙"之"掘金公募REITs大时代·生态共建与价值共生"的圆桌论坛环 节，华夏基金、东吴基金、国寿资产、新华资产以及九州通等多家机构和上市公司的嘉宾，阐释了各自视角里"多 层次REITs生态体系"急需补强的环节，并为推动各方实现真正的"价值共生"建言献策。 提高流动性为第一要务 面对当前公募REITs市场存在的资产供给不足、估值分歧、流动性待提升等瓶颈问题，与会嘉宾从生态共建角度提 出了多项建议。 制度完善 或可借鉴股票市场 除了规模困局待解以外，制度的完善也是REITs业务走向成熟的必经之路。 华夏基金基础设施与不动产业务部行政负责人莫一帆指出，Pre-REITs、私募REITs承担了优质资产储备和孵化的功 能，但目前从Pre-REITs/私募REITs到公募REITs的退出路径尚不清晰。在原始权益人认定、净回收资金投资等方面 细节，有待进一步明确和优化。 莫一帆强调，相关各方可推动政策优化完 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 苏豪弘业期货股份有限公司(以下简称"公司")2024年度权益分派方案已获2025年6月26日召开的2024年度股东大会 审议通过，现将权益分派事宜公告如下： 一、股东大会审议通过利润分配方案等情况 1、2024年度股东大会审议通过的2024年度权益分派方案为：以本次利润分配方案实施前的公司总股本 1,007,777,778股为基数，以母公司可供股东分配的利润向全体股东进行现金分红，每10股分配现金0.1元（含 税），共计派发现金红利10,077,777.78元（含税），占2024年度归属于上市公司股东的净利润的比例为33.79%。 其中A股股份数为758,077,778股，分配现金股利7,580,777.78元（含税）；H股股份数为249,700,000股，分配现金股 利2,497,000.00元（含税）。本次利润分配不送红股，不以公积金转增股本。 若在分配预案公布后至实施权益分派股权登记日期间，因可转债转股、股份回购注销、股权激励行权、再融资新 增股份上市等致使公 ...

基于首批数据中心公募REITs申报发行的实践，王雪认为数据中心公募REITs入池资产的筛选，除了法 规指引要求的必需条件之外，还要考虑四类额外指标：一是数据中心项目所在区位，一线城市所带来的 数据中心需求较高，可侧重于选择一线及一线周边区域运营成熟稳定的数据中心资产。二是资产规模， 具备较大规模的数据中心更能匹配终端客户大规模业务部署要求。三是合规手续，应重点关注能耗、 PUE等数据中心项目关键指标。四是增值电信业务经营许可证要求，建议将许可证的维护和管理纳入到 运管协议中重点考虑。 南方基金南方润泽科技（300442）数据中心REIT基金经理王雪以公募REITs与数据中心跨市场协同为主 题，对公募REITs赋能新质生产力进行深入阐述。王雪认为，数据中心是数字经济时代深度转型发展的 重要基础设施，数据中心公募REITs成功获批发行，为数据中心行业走通"投融管退"的资产全生命周期 提供了灵活且有效的退出平台，凸显了REITs作为新质生产力"加速器"的助推作用和活水作用。 王雪还提到，关于数据中心公募REITs重要关注点还包括资本性支出改造，包括专业服务设备的更新换 代以及满足数据中心绿色化、集约化发展趋势所带来 ...

随着科创板重启未盈利企业适用第五套标准上市并扩大适用范围、创业板启动第三套标准，支持人工智 能、商业航天、低空经济等更多前沿科技领域企业上市，国内商业航天企业正在密集闯关资本市场。 8月1日证监会网站显示，屹信航天在江苏证监局上市辅导备案，辅导机构为民生证券。无独有偶，蓝箭 航天空间科技股份有限公司(简称"蓝箭航天")也在近日宣布启动科创板IPO辅导。 屹信航天成立于2018年1月，主要从事微小卫星星载测控通信产品及地面测控系统研发，并覆盖软件开 发、集成电路设计、卫星载荷及信息技术咨询等多元领域。 辅导文件显示，屹信航天控股股东为孙谦，直接持股比例为48.32%，并通过担任无锡屹信投资合伙企 业(有限合伙)的执行事务合伙人合计控制公司表决权比例为68.12%。 中信建投指出，我国国有、民营企业纷纷布局，卫星研制与火箭发射模式逐步转型，商业航天力量有望 加速低轨互联网布局进程。同时，随着海南商业航天发射场的首飞、多款可复用商业航天火箭计划发 射，卫星互联网海外开展试运营业务，今年我国星座整体建设进程将迈入新的阶段。 2021年屹信航天总部落地无锡高新区至今，累计交付宇航电子产品已超500套。公司卫星物联网载荷 ...

Core Viewpoint - The article highlights the booming popularity of Pop Mart's products, particularly the LABUBU series, which has led to significant supply challenges and the emergence of a secondary market driven by scalpers and counterfeit goods [2][3][4][5]. Group 1: Market Demand and Sales Dynamics - The summer season has seen a surge in foot traffic at Pop Mart stores, particularly among students, with parents willing to spend significantly on trendy toys [3]. - LABUBU products are not directly available for purchase in stores; instead, customers must participate in online flash sales, which have proven extremely competitive, often selling out in seconds [3][4]. - The combination of high demand and limited online availability has facilitated the rise of scalpers, who quickly buy up stock and resell it at a premium [4][5]. Group 2: Scalper and Counterfeit Issues - The scalper market has become a significant issue, with dedicated groups on social media facilitating the rapid resale of Pop Mart products, often within minutes of restocking [4][5]. - A new gray market has emerged, where individuals charge fees for real-time restock notifications, exploiting the high demand for limited-edition items [4]. - Counterfeit products have proliferated, with some sellers openly advertising fake items at lower prices, while others misrepresent counterfeit goods as authentic [6][8]. Group 3: Company Performance and Valuation - Pop Mart's strong sales performance has led to explosive growth in revenue and profit, with a projected revenue increase of at least 200% and net profit growth of at least 350% for the first half of 2025 [10]. - The company's stock price has seen significant appreciation, reaching a historical high of 283.4 HKD, with a market capitalization exceeding 380 billion HKD [10]. - Analysts remain optimistic about Pop Mart's long-term prospects, citing its robust retail business model and competitive advantages in the market [10][12]. Group 4: Future Challenges and Opportunities - Despite the positive outlook, the volatility of Pop Mart's stock price is a concern, driven by the unpredictable nature of popular IP products and their limited lifecycles [11]. - The company is seen as a potential leader in the global IP market, with opportunities to enhance its content production capabilities and expand its brand internationally [11]. - Ongoing efforts to combat counterfeit goods and improve consumer trust are critical for maintaining brand integrity and market position [6][8].

Core Viewpoint - Hydrogen energy is recognized globally as a crucial component of future energy systems, with the successful launch of the world's largest green ammonia project in Jilin, China, contributing significantly to energy transition and carbon neutrality goals [1][5]. Group 1: Project Overview - The Daan Green Hydrogen and Ammonia Integration Demonstration Project is the largest single green ammonia production facility globally, with a capacity of 180,000 tons per year [4]. - The project integrates wind and solar power generation with advanced hydrogen production technologies, including alkaline and PEM electrolysis, achieving a hydrogen production rate of 36,000 standard cubic meters per hour and 9,600 standard cubic meters per hour, respectively [4]. - The project features the world's largest solid-state hydrogen storage system, capable of storing 48,000 standard cubic meters of hydrogen, addressing key challenges in hydrogen storage [4]. Group 2: Strategic Significance - The project plays a vital role in enhancing China's energy security by reducing reliance on coal, oil, and natural gas, aligning with national carbon neutrality targets [5]. - It is expected to reduce carbon emissions by approximately 650,000 tons annually and save about 230,000 tons of standard coal, equivalent to offsetting the annual carbon emissions of nearly 500,000 average households [5]. Group 3: Technological Innovations - The project employs a flexible control system developed by the State Power Investment Corporation, which enhances the stability of ammonia production despite the variability of renewable energy sources [3]. - The integration of hydrogen production and ammonia synthesis through a coordinated system allows for efficient energy utilization and addresses the challenges of renewable energy consumption [6]. Group 4: Employment and Talent Development - The project has created nearly 400 jobs and attracted skilled graduates, contributing to local talent development and supporting the "returning talent" strategy in Jilin [7]. - The company emphasizes the training of composite chemical talents who are proficient in both electrical and chemical engineering, enhancing operational efficiency [7]. Group 5: Future Developments - Following the success of the Daan project, the company plans to expand its hydrogen energy initiatives, including the development of green methanol and green aviation fuel projects [8]. - The company is actively pursuing sales agreements for green ammonia and related products with international partners, indicating a strategic focus on global market expansion [9].

Group 1 - The core viewpoint of the news is that multiple active equity funds, including Yongying Fund's Yongying Ruixin, have announced purchase limits to manage investor enthusiasm and maintain fund stability [1][2][3] - Yongying Ruixin Fund has set a daily purchase limit of 1 million RMB per account starting from August 4, 2023, due to increased investor interest following market gains [2][3] - Other funds, such as Guojin Quantitative Multi-Factor and China Merchants Growth Quantitative Stock Selection, have also reduced their purchase limits significantly this year, indicating a trend among quantitative small-cap strategy funds [3] Group 2 - The recent surge in fund limits is attributed to strong performance in the quantitative small-cap strategy funds, with several funds reaching historical net asset value highs in July [3] - The increase in demand for dividend-themed funds is linked to market volatility in the bond market, leading to heightened interest from both institutional and individual investors [3] - Fund companies are focusing on structural opportunities in the market, particularly in technology growth sectors and consumer sectors that may benefit from policy support [4][5]