（来源：北交所） 近日，湖州安达汽车配件股份有限公司（以下简称"安达股份"）完成北交所第二轮审核问询函的回复。该公司2024年在手订单金额大幅下滑，引发外界对其 业绩增长持续性的质疑。 | 代码 | 874433 | 简称 | 安达股份 | | --- | --- | --- | --- | | 公司全称 | 湖州安达汽车配件股份有限公司 | 受理目期 | 2024-12-26 | | 审核状态 | 已问询 | 更新日期 | 2025-07-15 | | 保荐机构 | 财通证券股份有限公司 | 保存代表人 | 咸淑亮,孙江龙 | | 会计师事务所 | 中汇会计师事务所(特殊普通合伙) | 签字会计师 | 彭远卓,俞翔 | | 律师事务所 | 上海市锦天城律师事务所 | 签字律师 | 彭春桃,王高平,王兆春 | | 评估机构 | 天源资产评估有限公司 | 签字评估师 | 陈菲莲,李虹 | 随着经营活动产生的现金流入减少，安达股份2025年一季度末货币资金余额为0.60亿元，相较于至少2.17亿元的短期有息借款，该公司存在较大的短债偿还 压力。 安达股份成立于2005年，主要从事汽车铝合金精密压铸件的研发、生产和 ...

近日，厦门优迅芯片股份有限公司（以下简称"优迅股份"）IPO 进入首轮问询环节。该公司此次IPO拟募资8.89亿元，计划用于下一代接入网及高速数据中 心电芯片开发及产业化项目、车载电芯片研发及产业化项目、800G及以上光通信电芯片与硅光组件研发项目、补充流动资金。 | 公司全称 | 厦门优迅芯片股份有限公司 | 受理日期 | 2025-06-26 | | --- | --- | --- | --- | | 公司简称 | 优迅股份 | 融资金额(亿元) | 8.89 | | 审核状态 | 已问询 | 更新日期 | 2025-07-15 | （来源：上交所） 优迅股份成立于2003年，主要从事光通信前端收发电芯片的研发、设计与销售，产品主要应用于光模组（包括光收发组件、光模块和光终端）中，应用场景 涵盖接入网、4G/5G/5G-A 无线网络、数据中心、城域网和骨干网等领域。 招股书显示，2022年至2024年（以下简称"报告期"），优迅股份实现营收分别为3.39亿元、3.13亿元、4.11亿元,实现净利润分别为0.81亿元、0.72亿元、0.78 亿元。受通信市场需求波动影响，该公司业绩稳定性较弱，其中2023年 ...

（来源：北交所） 龙鑫智能成立于2001年，主要从事超细粉体尤其是微纳米高端复合材料制备装备及自动化生产线研发、生产、销售和服务，主要生产研磨设备、干燥设备及 物料自动化生产线，产品主要覆盖磷酸铁锂材料、光伏材料、涂料油墨等领域。 招股书显示，龙鑫智能此次IPO拟募资4.58亿元，主要用于智能微纳米材料生产设备及配套自动化生产线扩建项目、大型自动化装备建设项目、研发中心建 设项目。 2022年至2024年（以下简称"报告期"），龙鑫智能实现营收分别为3.36亿元、5.82亿元、6.04亿元，实现归母净利润分别为0.87亿元、1.43亿元、1.20亿元， 净利润率分别为25.93%、24.52%、19.86%，"增收不增利"态势明显。 近日，常州市龙鑫智能装备股份有限公司（以下简称"龙鑫智能"）收到北交所第一轮审核问询函，问题聚焦于创新特征与市场空间披露准确性、经营业绩下 滑风险、毛利率高于可比公司合理性及下滑风险、募投项目的必要性及合理性等8个方面。 | 吊川 北菱目肥衣田放カ月限公司 已受理 | 已问询 | 上市委会议 | 提交注册 | 注册结果 | | --- | --- | --- | --- | -- ...

国联智选红利股票基金合同显示，连续20个工作日出现基金份额持有人数量不满200人或者基金资产净值低于5000万元情形的，基金管理人应当在定期报告 中予以披露；连续60个工作日出现前述情形的，基金管理人应当向中国证监会报告并提出解决方案，如转换运作方式、与其他基金合并或者终止基金合同 等，并召开基金份额持有人大会进行表决。 截至2025年一季度末，国联智选红利股票基金资产净值约为1070.9万元。一季报显示，一季度，国联智选红利股票基金存在连续60个工作日基金资产净值低 于5000万元的情形，出现该情况的时间范围为2025年1月1日至3月31日。 国联智选红利股票基金成立于2018年3月，截至2025年一季度末，A类份额成立以来跑输业绩比较基准21.36个百分点，过去5年跑输业绩比较基准47.04个百 分点，过去1年跑赢业绩比较基准0.92个百分点。 截至一季度末，国联智选红利股票基金持有股票占比为91.99%，持有债券占比为5.58%，该基金持有股票较为分散，前十大持仓个股占比合计为17.57%，分 别为兖矿能源、广日股份、雅戈尔、中谷物流、陕西煤业、厦门银行、林洋能源、南京银行、江苏银行、平安银行。 7月1 ...

Group 1 - Fumiao Technology signed a strategic cooperation agreement with New Hu Textile to advance technology development and market expansion in the textile dyeing industry [1] - Fumiao Technology's shareholder, Feixiang Chemical, transferred 6.1076 million shares at a price of 16.38 yuan per share, representing 5% of the company's total shares [1] - Huaitian Thermal Power was recommended as the owner of a 700,000 kW wind power project, aligning with local government policies for investment strategy [1][2] Group 2 - Beiyinmei's controlling shareholder applied for pre-restructuring due to liquidity issues, holding 1.33 billion shares, 98.85% of which are pledged or frozen [3] - *ST Songfa's subsidiary signed a contract for the construction of two LNG dual-fuel oil tankers, expected to positively impact future performance [4] - Hongming Technology terminated a major asset restructuring plan to acquire 83% of Shenzhen Chisu Automation Equipment due to failure to reach an agreement [18] Group 3 - Guoxiang Technology's controlling shareholder plans to transfer 4 million shares at a price of 44.14 yuan per share, representing 5% of the total shares [20] - Longpin Puzhi's controlling shareholder is set to change to Changjiang Guomao after transferring 72.239 million shares at 12.42 yuan per share, totaling 1.046 billion yuan [28] - Hanwujing adjusted its 2025 fundraising plan to raise up to 3.985 billion yuan for AI chip platform projects and working capital [31]

Group 1: Financial Instruments and Market Trends - The first batch of Sci-tech Bond ETFs has been launched, increasing the total number of credit bond ETFs to 21, which will help attract more medium to long-term funds into the market [1] - Insurance companies have raised over 74 billion yuan in capital this year, indicating a sustained high demand for capital supplementation [1] Group 2: Automotive Industry Developments - The penetration rate of L2-level assisted driving in China has exceeded 50%, the highest globally, with emerging technologies like parking assistance also gaining traction [2] - The automotive industry's competitiveness is shifting from mechanical hardware to intelligence and AI, emphasizing the need for companies to adapt to this new landscape [2] Group 3: Solar Industry Performance - The solar industry is facing significant challenges, with most companies in the supply chain reporting losses, highlighting a clear divergence in performance among firms [2] - Only 8 out of 30 solar companies that released half-year performance forecasts expect positive net profits, with only 2 showing year-on-year growth [2] Group 4: Swine Industry Insights - Despite a decline in pig prices, many pig farming companies are expected to report profits, driven by effective cost control measures [3] - The industry is focusing on regulating sow production capacity to stabilize prices, which may lead to increased market concentration [3] Group 5: Film Industry Performance - The summer film season has seen box office revenues surpass 3.5 billion yuan, with diverse genres and innovative themes contributing to its success [4] Group 6: AI and Robotics Innovations - A new AI framework for malaria diagnosis has achieved an accuracy rate of 96.47%, showcasing advancements in AI applications for disease control [4] - A new type of robot capable of self-growth and repair by absorbing surrounding materials has been developed, marking a significant step towards sustainable robotic systems [4] Group 7: Corporate Changes and Market Reactions - JD.com has criticized the recent "0 yuan purchase" promotions in the food delivery sector as a form of unhealthy competition [5] - Wahaha's sales have reportedly dropped significantly following legal issues faced by its chairman, raising concerns among distributors [5] - Good Products announced a significant change in its controlling shareholder, with the Wuhan State-owned Assets Supervision and Administration Commission set to become the actual controller [9] - Han's announcement of a fundraising adjustment indicates a focus on projects related to large model chip platforms and software [11] - Zongheng's actual controller's divorce has led to a significant change in shareholding structure, but control remains unchanged [11] - Gujia Home's CFO and board secretary have resigned, with new appointments made to fill these roles [10]

GPLP犀牛财经注意到，上海固生堂同保康中医门诊部曾在2024年5月和2025年1月两次因过度诊疗、重复收费等被罚。对此，固生堂告诉GPLP犀牛财经，关 于上海同保康处罚，该处罚涉及金额相对较低，"参照该机构收入规模及其所处行业标准，其处罚程度本身即可视为合规管控水平相对较好的体现"。 在固生堂看来，其始终将合规经营置于首要地位，并持续投入构建长效机制。具体举措包括：将核心医疗及医保合规要求深度内嵌至核心医疗信息系统 （HIS），通过系统性信息化管控手段降低操作合规风险。"但鉴于医疗服务的高度复杂性，在实际服务过程中，不排除会出现个别问题的可能性。对此， 固生堂建立了主动沟通与申诉机制，在面临存疑情形时将主动与相关部门沟通澄清或进行合规申诉。"固生堂强调，任何个案均不意味着公司合规管理体系 失控，公司也将持续强化合规监管力度，以最大限度降低问题发生率。 近日，港股上市公司固生堂（02273.HK）在境内的主体公司"广东固生堂中医养生健康科技股份有限公司"被法院列为被执行人一事受到市场关注。7月16 日，固生堂方面回应GPLP犀牛财经称，该案件源于一项历史并购交易中关于特定付款条款的履约争议。交易双方就该条款的 ...

财政部、国家税务总局调整超豪华小汽车消费税政策 财政部调整超豪华小汽车消费税政策，将超豪华小汽车征收范围调整为"每辆零售价格90万元（不含增 值税）及以上的各种动力类型（含纯电动、燃料电池等动力类型）的乘用车和中轻型商用客车"。 越赚越少！锦江酒店递表港交所后首份财报：上半年净利润预降超五成 在递交港交所IPO申请后的首个财报窗口期，上海锦江国际酒店股份有限公司（以下简称"锦江酒店"） 于7月14日发布2025年半年度业绩预告：上半年净利润预降超五成。预告发布后，锦江酒店股价冲高回 落，7月15日收盘，涨0.86%，成交额3.19亿元，换手率1.56%，总市值238.78亿元。公告显示，预计 2025年半年度实现归属于上市公司股东的净利润为3.6亿元到4亿元，与上年同期（法定披露数据）相 比，将减少4.88亿元到4.48亿元，同比下降57.53%到52.81%。预计2025年半年度实现归属于上市公司股 东的扣除非经常性损益后的净利润为3.9亿元到4.1亿元，与上年同期（法定披露数据）相比，将增加148 万元到2148万元，同比增长0.38%到5.53%。（泰山财经） 霸王茶姬泰国拓店失败！1.42亿泰铢卖身求 ...

大唐发电：上半年上网电量同比增长1.30% 7月17日晚，大唐发电（601991）发布公告称，截至2025年6月30日，公司及子公司累计完成上网电量约 1239.93亿千瓦时，同比上升1.30%。其中，风电和光伏上网电量同比分别增长31.27%和36.35%。 资料显示，大唐发电成立于1994年12月，主营业务是以火电为主的发电。 所属行业：公用事业–电力–火力发电 所属行业：有色金属–小金属–钼 微芯生物：上半年净利润预增35% 7月17日晚，微芯生物（688321）发布2025年上半年业绩预告，公司预计上半年实现营业收入4.07亿 元，同比增长35%；预计实现归属于母公司所有者的净利润约3006万元，同比增加173%，同比扭亏为 盈。 资料显示，微芯生物成立于2001年3月，主营业务是药物技术开发、相关成果商业应用。 7月17日晚，北自科技（603082）发布公告称，公司与巨石集团淮安有限公司签订了《设备采购合 同》，合同总金额为1.64亿元。 资料显示，北自科技成立于2002年10月，主营业务是智能物流系统和装备的研发、设计、制造与集成业 务。 所属行业：机械设备–自动化设备–其他自动化设备 金钼股份： ...

Group 1 - Yaxin Security plans to reduce its shareholding by up to 3%, totaling no more than 12 million shares, from August 8, 2025, to November 7, 2025 [1] - Shangwei Co. intends to issue up to 180 million shares to its controlling shareholder, raising no more than 1.144 billion yuan for digital upgrades and working capital [1][2] - Anker Innovations is exploring the possibility of overseas share issuance to enhance its global strategy and brand image, with no specific plan confirmed yet [3] Group 2 - AVIC Xi'an Aircraft Industry Group's chairman resigned due to work changes, effective immediately upon submission of the resignation [4] - Tianci Materials signed a procurement cooperation agreement to supply at least 550,000 tons of electrolyte products to Chuangneng New Energy from 2025 to 2030, enhancing market share and profitability [5][6] - Guangshentang's innovative drug GST-HG131 has been included in the list of breakthrough therapies, but this does not guarantee market approval or immediate financial impact [7][8] Group 3 - Chaozhuo Aerospace plans to reduce its shareholding by up to 3%, totaling no more than 896,000 shares, from August 7, 2025, to November 6, 2025 [9] - Taiji Group intends to repurchase shares worth between 80 million and 120 million yuan, with a maximum price of 28.03 yuan per share, to be used for cancellation [11][12] - Xibu Materials plans to invest 125 million yuan in a private placement by its subsidiary to raise 147 million yuan for working capital and loan repayment [13] Group 4 - Shantui Co. plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [14] - *ST Huawang intends to acquire 55.5% of Niwei Power for 666 million yuan, entering the new energy hybrid vehicle sector [15] - Tailin Bio's controlling shareholder plans to reduce its shareholding by up to 1.5%, totaling no more than 1.8195 million shares, for personal funding needs [17] Group 5 - Huicheng Vacuum plans to reduce its shareholding by up to 3%, totaling no more than 3 million shares, from August 7, 2025, to November 6, 2025 [18][19] - Kesi Co.'s actual controller plans to reduce its shareholding by up to 3%, totaling no more than 14.27 million shares, for personal funding needs [20][21] - Zhongchong Co.'s controlling shareholder plans to reduce its shareholding by up to 1.5%, totaling no more than 4.56 million shares, for funding needs [22][23] Group 6 - Shanhigh Environmental plans to raise no more than 718 million yuan through a private placement to supplement working capital and repay bank loans [24][25] - Zhongrong Electric plans to invest 114 million yuan in the construction of the Sinok New Energy Technology Park, expected to be completed by the end of 2027 [26] - Kaisen New Materials' shareholder plans to transfer 4.75% of its shares, totaling 20 million shares, for personal funding needs [27] Group 7 - Xinxin Standard's controlling shareholder plans to reduce its shareholding by up to 3%, totaling no more than 6.7792 million shares, for personal funding needs [28] - Chuhuan Technology plans to invest 9.99 million yuan in a partnership focused on high-end manufacturing, including semiconductors and new materials [29] - Shankai Intelligent's stock will resume trading after a share transfer agreement with Changjiang Aerospace, which will become the controlling shareholder [30]