【导读】上海国盛（集团）有限公司副总裁、上海建科（603153）董事陈为接受纪律审查和监察调查 据廉洁上海微信公众号8月11日晚消息，上海国盛（集团）有限公司副总裁陈为涉嫌严重违纪违法，目前正接受上海市纪委监委纪律审查和监察调查。 陈为（资料图） 同日晚间，上海建科（证券代码：603153）发布公告称，从中共上海市纪律检查委员会、上海市监察委员会网站获悉，公司董事陈为涉嫌严重违纪违法， 目前正接受上海市纪委监委纪律审查和监察调查。 上海建科表示，陈为系公司股东上海国盛（集团）有限公司委派的董事，目前除公司董事外，未担任公司其他职务，不参与公司日常经营管理。上述事项 不会对公司生产经营活动产生重大影响。 根据上海建科7月24日发布的临时公告，上海国盛（集团）有限公司是上海建科第一大股东，持股28.11%。 公 开简历显示，陈为，男，1971年12月出生，汉族，籍贯上海，全日制大学，工学学士，1994年7月参加工作，1992年6月加入中国共产党。 上海建科资料显示，陈为系公司董事、上海国盛（集团）有限公司副总裁，历任上海市住宅建设发展中心主任、党总支副书记、书记，市住房保障和房屋 管理局办公室主任，市城市管理行政 ...

Core Viewpoint - The company Huangshanghuang (002695) plans to acquire 51% of Lixing Food for 4.95 billion yuan, which is expected to significantly enhance its net profit [1][2]. Group 1: Acquisition Details - The acquisition involves purchasing shares from multiple shareholders of Lixing Food, with a total transaction price of 4.947 billion yuan [2][4]. - Lixing Food reported a revenue of 415 million yuan and a net profit of 42.22 million yuan for 2024, with a commitment to achieve a cumulative net profit of no less than 264 million yuan from 2025 to 2027 [2][5]. - The transaction is subject to shareholder approval and will be funded through the company's own or self-raised funds [2][6]. Group 2: Financial Impact - After the acquisition, Huangshanghuang will have controlling interest in Lixing Food, which will be consolidated into its financial statements, potentially boosting its performance [4][6]. - In the first half of the year, Huangshanghuang reported a net profit of 76.92 million yuan, while Lixing Food's net profit was 41.88 million yuan, indicating a positive impact on Huangshanghuang's overall financial results [4][6]. Group 3: Company Background and Market Position - Lixing Food, established in 2006, specializes in OEM/ODM processing services and has a diverse product range, including freeze-dried foods, which are popular domestically and internationally [5][7]. - The acquisition is expected to allow Huangshanghuang to leverage Lixing Food's sales channels and market resources, facilitating entry into emerging markets and broadening its consumer base [5][7]. Group 4: Performance Metrics - Lixing Food's financial performance shows growth potential, with a revenue of 251 million yuan and a net profit of 41.88 million yuan in the first half of 2025 [5][6]. - The valuation of Lixing Food's 100% equity is set at 970 million yuan, with a premium of approximately 250% over its net assets as of June 2025 [7]. Group 5: Historical Performance of Huangshanghuang - Huangshanghuang has experienced declining revenues and net profits from 2020 to 2024, with a notable drop in revenue from 24.36 billion yuan in 2020 to 17.39 billion yuan in 2024 [8][9]. - The company reported a recovery in performance in the first half of 2025, with a non-recurring net profit of 68.1 million yuan [8]. Group 6: Market Capitalization - As of August 11, Huangshanghuang's market capitalization stood at 8.918 billion yuan [10].

Group 1 - The core viewpoint of the article highlights that Jinbo Bio achieved significant growth in both revenue and net profit in the first half of 2025, with a net profit of 392 million yuan, representing a year-on-year increase of 26.65% [1][2] - The company's revenue reached 859 million yuan, marking a 42.43% increase compared to the same period last year, with a basic earnings per share of 3.41 yuan [2][3] - The medical device segment showed strong performance, generating 708 million yuan in revenue, accounting for over 80% of total sales, with a gross margin of 95.04% [3][4] Group 2 - Jinbo Bio's gross margin decreased to 90.68%, down 0.90 percentage points year-on-year, while the net profit margin fell to 45.50%, a decline of 5.84 percentage points [5] - The company reported a net cash flow from operating activities of 383 million yuan, with cash received from sales amounting to 882 million yuan [6] - Jinbo Bio plans to distribute a cash dividend of 10 yuan per 10 shares to all shareholders, totaling approximately 115 million yuan [7] Group 3 - The company significantly increased its R&D expenses by 85.43% to 45.8 million yuan, alongside a 67.77% rise in sales expenses, indicating a strong commitment to technological investment and market expansion [7] - The investment landscape in the beauty industry shows heightened activity, particularly in the recombinant collagen sector, with Jinbo Bio being a key player [10][11] - As of August 11, Jinbo Bio's stock price reached 320 yuan per share, with a total market capitalization of 36.8 billion yuan, reflecting a year-to-date increase of over 101% [12]

对于本次增资，南华期货表示，有利于促进南华基金的良性运营和可持续发展，符合该公司的发展战略 规划和长远利益。增资后，南华基金仍为该公司的全资子公司，不会导致该公司合并报表范围发生变 化。 同时，本次增资事项不会对该公司的财务状况造成重大不利影响，不存在损害该公司及全体股东利益的 情况。 不过，南华期货也表示，南华基金的公募基金业务受宏观经济环境、国家政策、行业环境、企业自身经 营管理等多方面影响，该公司对南华基金增资所产生的效益，存在不确定性。同时，该公司与南华基金 将严格遵循相关监管规定，加强内控管理工作。 公开资料显示，南华基金成立于2016年11月17日，是国内首家由期货公司全资控股的公募基金管理公 司，总部位于浙江省金华市，法定代表人为朱坚，该公司经营范围包括基金募集、基金销售、资产管 理、特定客户资产管理和中国证监会许可的其他业务。 【导读】南华期货拟对全资子公司南华基金增资1亿元 8月11日晚间，南华期货发布公告称，为提升全资子公司南华基金管理有限公司（以下简称南华基金） 的资本实力，决定以现金方式对其增资1亿元。 对南华基金增资1亿元 南华期货公告称，此次增资后，南华基金的注册资本将由原来的2. ...

制，从根本上堵塞漏洞防范风险。 据悉，长江产业投资集团成立于2022年1月，注册资本为336亿元，资产总额为2509亿元，旗下认缴基金规模超7000亿元，拥有实控二级子公司25家。其 中，控股广济药业、万润科技、双环科技、奥特佳、凯龙股份5家上市公司，战略性投资长江存储、大冶有色、长江证券等重要企业。 公开信息显示，谢斌出生于1970年11月，高级经济师，曾在多家湖北当地企业任职。近年来，谢斌曾代表长江产业投资集团多次参加公开活动。2024年7 月，谢斌以长江产业投资集团党委委员的身份出席"2024地方国资上市公司高质量发展大会"并作发言。 彼时谢斌称，面对国资上市公司的发展瓶颈，长江产业投资集团迎难而上，通过快速完成重组、深化内部改革、聚焦主业发展、强化资本运作、支持民营 经济以及加强科技创新等多维度发力，为上市公司注入了新的活力与动力。 此次谢斌系任上被查。截至发稿，长江产业投资集团"集团领导"板块仍有谢斌任职信息，职务为"专职党委委员"。 据长江产业投资集团官网，7月15日晚，长江化工党委召开深入贯彻中央八项规定精神学习教育查摆问题情况检视交流会，集团党委委员谢斌到会指导。 谢斌称，要坚持问题导向，抓牢 ...

Group 1 - The company has issued a statement denying any collaboration or plans regarding the so-called "Rare Earth RMB Stablecoin" with Ant Group or the People's Bank of China, labeling the information as malicious fabrication by criminals [2][5]. - The company warns the public and investors to be vigilant against illegal financial activities and to take precautions to prevent financial losses [2][5]. - The company has reported the matter to relevant authorities and demands that the involved parties cease any infringing or fraudulent activities, reserving the right to pursue legal action for any damage to its image and interests [2].

【导读】南华期货（603093）拟对全资子公司南华基金增资1亿元 8月11日晚间，南华期货发布公告称，为提升全资子公司南华基金管理有限公司（以下简称南华基金） 的资本实力，决定以现金方式对其增资1亿元。 对南华基金增资1亿元 去年净利润亏损超千万元 南华基金发展历程较为"坎坷"，2023年扭亏为盈后，2024年再度亏损。 财报数据显示，截至2024年末，南华基金总资产为1.52亿元，净资产为1.38亿元。报告期内，该公司实 现营业收入5991.50万元，净利润为-1048.51万元（经审计）。今年一季度，南华基金仍延续亏损态势， 净利润为-271.88万元。 自2016年成立以来，除去2023年之外，南华基金每年均亏损，累计亏损额超过1亿元。具体来看：2022 年公司实现净利润-1075.99万元，2021年实现净利润-2846.85万元，2020年实现净利润-1168.56万元， 2019年实现净利润-437.83万元，2018年实现净利润-2224.71万元，2017年实现净利润-2409.06万元， 2016年实现净利润-143.05万元。 2023年12月，该公司还发生重要高管变动。据南华基金此前公告 ...

2025年8月11日，外交部发言人林剑答记者问。 路透社记者：据报道，消息人士称，近期中国官员向美国专家表示，希望美方放宽对高带宽内存芯片对 华出口管制。报道称，该类芯片可用于人工智能技术开发，中方担心美方管制可能阻碍华为等中企自研 人工智能芯片，中方将此要求作为双方贸易协议的一部分。中方能否证实？对此有何评论？ 来源：外交部网站 （文章来源：中国基金报） 林剑：具体问题建议向中方主管部门询问。中方反对将科技和经贸问题政治化、工具化、武器化，反对 对中国进行恶意封锁和打压的立场是一贯、明确的。这种做法扰乱全球产供链稳定，不符合任何一方利 益。 路透社记者：据报道，英伟达公司与超威半导体公司已同意向美国政府上缴在华芯片销售收入的15％， 以换取对华出口许可证。中方对此有何评论？（英国广播公司亦问及） 林剑：在美输华芯片问题上，中方已经多次表明了立场。 ...

Core Viewpoint - The long-term service contract between Beijing University Pharmaceutical's wholly-owned subsidiary and Peking University International Hospital will terminate in May 2025, leading to significant operational challenges for the company [1][3]. Group 1: Business Impact - The termination of the contract is expected to result in a revenue decrease of approximately 600 million yuan (29.13% of the latest audited revenue) and a net profit decrease of about 40 million yuan (28.99% of the latest audited net profit) starting from June 2025 [3]. - From 2026 onwards, the company may face a revenue reduction of around 1.027 billion yuan (49.85% of the latest audited revenue) and a net profit decrease of approximately 68.69 million yuan (49.78% of the latest audited net profit) [3][5]. Group 2: Strategic Adjustments - The company is exploring new directions for the transformation of its subsidiary to mitigate the impact of the contract termination, although the success of this transformation remains uncertain [5]. - A strategic adjustment of the production and manufacturing system is proposed to enhance operational efficiency and core competitiveness, focusing on establishing a manufacturing subsidiary [6]. Group 3: Corporate Identity Changes - The company is initiating a name change process to gradually achieve a "de-Peking University" status, following changes in its actual controlling shareholder [7]. - The company primarily engages in the research, production, and sales of chemical drug formulations, pharmaceutical distribution, and medical services [7]. Group 4: Market Position - As of August 11, the company's stock price was 6.93 yuan per share, with a total market capitalization of 4.1 billion yuan [8].

据中国海事局网站消息，烟台海事局发布航行警告，8月12日至14日每日6时至18时，渤海海峡大竹山岛 附近海域部分水域内进行军事活动，禁止驶入。 A股又大涨，火速研判！"或再度上攻" （原标题：明起军事活动，禁止驶入！） 来源：中国海事局网站 ...