Core Viewpoint - Hainan Wenqin intends to reduce its stake in Bluefeng Biochemical by up to 9,795,589 shares, representing 2.61% of the total share capital, within three months after the announcement [1] Group 1: Shareholder Information - Hainan Wenqin holds 33,589,000 shares in Bluefeng Biochemical, accounting for 8.95% of the total share capital [1] - The reduction will occur through centralized bidding and block trading methods [1] Group 2: Reduction Details - The maximum number of shares to be reduced via centralized bidding is limited to 1% of the total share capital [1] - The maximum number of shares to be reduced via block trading is limited to 2% of the total share capital [1]

格隆汇7月29日丨亿田智能(300911.SZ)公布，公司于近日与SMEG S.p.A.斯麦格股份公司(以下简 称"SMEG")在嵊州签署了《经销协议》(以下简称"《合同一》")，合同有效期为3年；公司与思美科(深 圳)家用电器有限公司(以下简称"思美科")于近日在嵊州签署了《经销协议》(以下简称"《合同二》")， 合同有效期为3年。公司同意在《合同一》《合同二》项下的"区域"内进行产品的进口与分销业务； SMEG、思美科拟根据《合同一》《合同二》条款指定经销商负责产品的销售与推广，经销商亦同意向 SMEG采购产品并在约定区域内进行分销。 ...

本次权益变动属于公司控股股东泓昇集团的股权结构变动，未导致泓昇集团持有的公司股份数量发生变 化，不触及对上市公司的要约收购，本次权益变动后，公司控股股东不变，仍为泓昇集团，公司实际控 制人由周江先生、邓峰先生、缪勤女士、黄翔先生变更为周江先生、邓峰先生、刘礼华先生、黄翔先 生。 格隆汇7月29日丨法尔胜(000890.SZ)公布，近日，江苏法尔胜股份有限公司收到公司控股股东法尔胜泓 昇集团有限公司(简称"泓昇集团")通知，由于泓昇集团原股东缪勤女士已退休，其将持有的泓昇集团的 全部股权转让给配偶刘礼华先生，转让后，刘礼华先生重新与周江先生、邓峰先生、黄翔先生签署《一 致行动人协议书》。 ...

格隆汇7月29日丨中化岩土(002542.SZ)公布2025年第二季度经营情况简报，第二季度工程服务新签订单 金额合计2.75亿元，截至报告期末累计已签约未完工订单金额合计18.45亿元，已中标尚未签约订单金额 合计7,066.57万元。 ...

| 买入金额最大的前5名 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 | 深股通专用 | | 494次 45.34% | 2 | 19840.52 | 4.55% | | 2 | 中信证券股份有限公司福州湖东路证券营业部 | | 12次 41.67% | ▶ | 4672 49 | 1.07% | | 3 | 东方财富证券股份有限公司昌都两江大道证券营业部 | | 89次 42.70% | ▲ | 4267.21 | 0.98% | | 4 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | | 844次 31.87% | | 4031.14 | 0.92% | | 5 | 东方财富证券股份有限公司拉萨金融城南环路证券营业部 | | 740次 31.89% | ▶ | 3732.24 | 0.86% | | | 卖出金额最大的前5名 | | | | | | | 序号 | | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | ...

Core Viewpoint - The report from Guosheng Securities indicates that Haida Group achieved a net profit attributable to shareholders of 2.639 billion yuan in the first half of 2025, representing a year-on-year growth of 24.16%, with performance largely in line with expectations [1] Group 1: Financial Performance - In the first half of 2025, the company realized feed sales of 14.7 million tons, a year-on-year increase of approximately 25%, with external sales nearing the annual target for 2025 [1] - The feed business, as the primary core business, is steadily progressing towards the sales target of 51.5 million tons by 2030 [1] Group 2: Business Segmentation - By product type, aquatic feed grew by approximately 16% year-on-year, poultry feed external sales increased by about 24%, and pig feed saw a year-on-year growth of approximately 43% [1] Group 3: Livestock Farming Strategy - In the pig farming business, the company continues to focus on building the capabilities of its pig farming team and innovating a light-asset model, exploring and implementing an operational model of "purchasing piglets, company + family farms, locking in profits, and hedging risks" [1] - With the enhancement of team professional capabilities and the iterative exploration of the model, overall farming risks are controllable and profitability is considerable [1]

Core Viewpoint - The company, Metro Design (003013.SZ), has a strong overall operational stability and a sufficient backlog of orders, supported by its high-level qualifications in engineering design and comprehensive design capabilities [1] Group 1 - The company holds multiple high-level qualifications, including comprehensive Class A in engineering design and comprehensive Class A in engineering surveying [1] - The company possesses a comprehensive design capability and customer service ability across various specialties [1] - The current operational status of the company is stable, indicating a solid foundation for future growth [1]

格隆汇7月29日丨恩华药业(002262.SZ)公布2025年半年度报告，上半年公司实现营业收入30.10亿元，同 比增长8.93%；归属于上市公司股东的净利润7.00亿元，同比增长11.38%；归属于上市公司股东的扣除 非经常性损益的净利润6.99亿元，同比增长10.33%；基本每股收益0.69元。 ...

Market Overview - The Hong Kong stock market indices showed a recovery in the afternoon, with the Hang Seng Index and the Hang Seng China Enterprises Index down by 0.15% and 0.34% respectively, while the Hang Seng Tech Index fell by 0.35% after a larger drop of 2% during the day [1][2] - Despite the index adjustments, southbound funds significantly net bought over 10 billion HKD in Hong Kong stocks [1] Sector Performance - Large tech stocks saw a narrowing of losses in the afternoon, with Alibaba slightly turning positive, while Tencent, JD.com, Meituan, and Kuaishou experienced declines within 1%. Xiaomi continued to decline by 2.6% [2] - Biopharmaceutical stocks performed strongly, particularly in the innovative drug sector, with WuXi AppTec rising over 11%, and both CSPC Pharmaceutical and Luye Pharma increasing by over 8% [2] - The "anti-involution" sectors, including steel and photovoltaic stocks, showed a notable recovery, while oil, gambling, and semiconductor stocks mostly rose [2] - The three-child policy subsidy of 3600 yuan led to a mixed performance in related stocks, with some experiencing declines [2][6] Banking Sector - The banking sector faced declines, with several banks such as Chongqing Rural Commercial Bank and China Everbright Bank dropping over 3% [4][5] - Major banks like Industrial and Commercial Bank of China, China Construction Bank, and Agricultural Bank of China also saw declines [4] Biopharmaceutical Sector - WuXi AppTec reported a strong performance with a revenue of 20.8 billion yuan for the first half of 2025, a year-on-year increase of 20.64%, and a net profit surge of 101.92% [8] - The company expects continued double-digit growth in operating revenue, adjusting its growth forecast from 10-15% to 13-17% [8] Automotive Sector - Automotive dealership stocks rose against the trend, with Guanzhong Holdings increasing over 9% and Zhongsheng Holdings up over 6% [9][10] - UBS reported that the rebound in stock prices for Zhongsheng and Yongda Automotive is attributed to expectations of improved profit margins from new car sales due to government policies [10] Steel Sector - Steel stocks experienced gains, with Maanshan Iron & Steel rising over 8% and several other companies like Ansteel and Asia Pacific Resources also seeing increases [11][12] Apple-Related Stocks - Apple-related stocks were active, with AAC Technologies rising over 3% and other companies like GoerTek and BYD Electronics also showing gains [13] Future Outlook - Haitong Securities expressed optimism about the Hong Kong stock market, particularly in the technology sector, suggesting a focus on sectors with improving conditions and low valuations [15]

Core Viewpoint - Fuyuan Pharmaceutical (601089.SH) has received a drug registration certificate from the National Medical Products Administration for its product, a 1% solution of bifonazole, which is approved for production [1]. Group 1: Product Approval - Fuyuan Pharmaceutical's wholly-owned subsidiary, Fuyuan Pharmaceutical Co., Ltd., has been granted a drug registration certificate for bifonazole solution (specification: 1% (10ml: 0.1g)) [1]. - The drug is indicated for the treatment of various skin fungal diseases, including tinea (foot, body, and groin), candidiasis (interdigital maceration, intertrigo, and cutaneous candidiasis), and vitiligo [1].