Core Viewpoint - The company has repurchased a total of 2.0411 million shares, representing 1.45% of its total share capital of 141 million shares, with a total expenditure of approximately RMB 44.9933 million [1] Summary by Relevant Sections - **Share Repurchase Details** - The company conducted the share repurchase through the Shanghai Stock Exchange trading system using a centralized bidding method [1] - The highest price for the repurchased shares was RMB 22.9 per share, while the lowest price was RMB 20.7 per share [1] - The total amount paid for the repurchase was RMB 44.9933 million, excluding stamp duty and transaction commissions [1]

Group 1 - The Economic Daily emphasizes the need to promote the redevelopment of inefficient urban land [1] - In Guangzhou, the number of second-hand residential transactions in July was 8,962 units, a year-on-year decrease of 10.68% [2] - Shenzhen plans to supply 40,000 units of commercial housing in 2025 [4] Group 2 - The new launch of 171 units at Shenzhen's Shentie Qianhai Times Mansion achieved a sales rate of 81% within 2 hours, indicating market confidence [3] - Hong Kong's second-hand residential registration has increased for two consecutive months [7] - In Wuhan, a new generation of residential properties achieved sales exceeding 100 million yuan within 3 hours of opening [8] Group 3 - The Jiangsu city of Nantong saw three residential land parcels sold for a total of 2.12 billion yuan, with the highest floor price reaching 6,502 yuan per square meter [6] - The company Fantasia Holdings updated its overseas debt restructuring terms, with the controlling shareholder providing a subordinated loan of 6 million dollars [5]

智通财经8月4日电，德国投行Bankhaus Metzler将保时捷（Porsche）股票评级上调至"持有"，目标价为 45欧元。 ...

| 连板数 | 晋级率 | 2025-8-4 | | --- | --- | --- | | 3 #4 | 1/2=50% | 胜通能源(油气+物流) | | 2进3 | 3/9=33% | 利德曼(并购重组) | | | | 文科股份(光伏+重组预期) | | 1进2 | 5/29=17% | 日盈电子 (机器人) | | | | 东杰智能(机器人+签订大单) | | | | 中马传动 (机器人) | | 其他涨停 | | 山河智能 11天7板 (盾构机+军工) | | | | 江南新材3天2板 (PCB) | | | | 恒宇信通4天2板 (军工) | 8月4日连板股分析：连板股晋级率36% 军工、机器人板块表现强势 今日共55股涨停，连板股总数9只，其中三连板及以上个股4只，上一交易日共11只连板股，连板股晋级率36.36%（不含ST股、退市股）。个股方面，全市 场超3800只个股上涨，胜通能源一字涨停晋级4连板，并购重组的利德曼20CM3连板，山河智能11天7板再创历史新高，东芯股份反包涨停走出20CM5天3 板。板块方面，军工板块全线爆发，近20股涨停或涨超10%，其中万泽股份2连板，长城军工3天2 ...

霍普股份（301024）公告，全资子公司天津嘉晖电力工程有限公司与河南楚能电力工程有限公司、湖南 鸿源电力建设有限公司作为联合体，与发包人甘肃通渭易恒新能源科技有限公司签订了《通渭易恒新 50MW/200MWh独立储能电站示范项目工程总承包合同书》。签约合同价为人民币1.59亿元(含税)，其 中天津嘉晖负责部分金额为人民币1.33亿元(含税)。合同已对工程范围、工期、合同价款及支付条件、 各方权利和义务、违约责任、争议解决方式等做出明确规定，但存在履约能力、外部宏观环境重大变 化、国家有关政策变化以及其他不可抗力等因素，可能存在无法如期或全面履行合同的风险。若项目顺 利实施，预计将对公司未来经营业绩产生积极影响。 ...

天眼查App显示，本溪北营鑫盛能源发展有限公司近日成立，法定代表人为姜延奇，注册资本3000万人 民币，经营范围包括发电技术服务、企业管理咨询、专用设备修理等。股权全景穿透图显示，该公司由 本钢集团旗下本溪北营钢铁(集团)股份有限公司全资持股。(智通财经) ...

精工钢构（600496）公告，公司董事会收到董事黄幼仙提交的辞职报告，因公司内部工作调整，黄幼仙 申请辞去公司第九届董事会董事职务。该辞职报告自送达董事会之日起生效，黄幼仙辞职后将继续在公 司担任其他职务。公司于2025年8月4日召开职工代表大会，选举黄幼仙为公司第九届董事会职工代表董 事，任期至公司第九届董事会任期届满之日止。 ...

Core Insights - Malaysia has agreed to increase its purchases of technology and liquefied natural gas from the United States, committing up to $150 billion over the next five years for equipment in the semiconductor, aerospace, and data center sectors [1] - The agreement is part of a tariff reduction deal, with the U.S. announcing a 19% tariff on Malaysia starting August 8, down from a previously threatened 25% [1] - Malaysia's national oil company will purchase $3.4 billion worth of liquefied natural gas annually, while Malaysia commits to $70 billion in cross-border investments in the U.S. over the next five years to address trade imbalances [1]

Core Insights - The Ukrainian Armed Forces reported that in the past day, Russian military losses included approximately 1,010 soldiers, 1 tank, 8 armored personnel carriers, and 28 artillery systems [1] Summary by Categories Military Losses - Russian military losses in the last day included around 1,010 soldiers [1] - Additional losses comprised 1 tank, 8 armored personnel carriers, and 28 artillery systems [1]

太力科技（301595）公告，公司董事长石正兵提议实施2025年度中期分红，向全体股东每10股派发现金 红利不低于2.5元(含税)，不送红股，不以资本公积金转增股本。具体利润分配方案由公司结合自身经营 情况并报董事会及股东会审议确定。石正兵先生承诺将在相关会议审议该事项时投"同意"票。 ...