New Stock Listings - Tech Source Group issued shares at a price of 10.88 CNY[1] - Shanda Power issued shares at a price of 14.66 CNY[1] Market Alerts - ST Zitian reported an equity date on July 21, 2025, with a link to the announcement[1] - Guangshengtang experienced severe abnormal fluctuations, with an announcement on July 17, 2025[1] - Huayin Power had an announcement on July 15, 2025, regarding market conditions[1] - Multiple companies including Shangwei New Materials, China Power Construction, and Jiangnan Chemical had announcements on July 23, 2025, regarding market activities[1] Abnormal Fluctuations - Companies such as ST Weier and ST Huadong reported significant fluctuations with announcements on July 21, 2025[2] - ST Jinyi and ST Yundong also reported abnormal fluctuations with announcements on July 17, 2025[2]

6月中旬，北交所上市公司同辉信息(430090.BJ)发布董事会公开征集表决权公告，引发市场对公司治理 及未来发展的关注。 相隔1月有余，7月21日，南天数金(北京)信息产业发展有限公司(以下简称"南天数金")及同辉信息创始 股东赵庚飞、李刚、麻燕利联合发布声明，就战略投资推进、公司经营稳定及中小股东权益保护等核心 问题作出明确回应。 回溯合作过程，2023年8月，南天数金下属公司北京力声科力技术有限公司与同辉信息签署战略合作协 议，计划以战略投资方式认购同辉信息增发的30%股份，并同步发布《详实权益变动报告书》，该计划 当时获得了时任董事赵庚飞、李刚、麻燕利的支持。不过，2024年3月29日同辉信息因被北京证监局立 案调查，定向增发进程中止，公司银行融资、招投标等经营活动也受到显著影响。 在此背景下，2024年4月1日，经与同辉信息协商，南天数金选派管理人员担任公司董事及高管，通过终 止亏损业务、优化治理结构等举措稳定经营，该介入获得大股东戴福昊在股东大会上的支持。而近期， 戴福昊提议更换南天数金推荐的任职人员，成为此次声明的直接触发因素。 1)南天数金不主动撤销南天数金下属公司北京力声科力技术有限公司于2 ...

Core Viewpoint - The strategic partnership between Nanjing Shujin and Tonghui Information is aimed at stabilizing the company's operations amid ongoing regulatory investigations and to protect the interests of minority shareholders [1][2]. Group 1: Strategic Partnership and Management Changes - Nanjing Shujin, a mixed-ownership company, plans to invest in Tonghui Information by acquiring 30% of its shares through a strategic cooperation agreement signed in August 2023 [1]. - Due to an ongoing investigation by the Beijing Securities Regulatory Bureau, the share issuance has been suspended, significantly impacting Tonghui Information's financing and bidding activities [1]. - Nanjing Shujin has appointed management personnel to Tonghui Information's board and executive positions to improve governance and protect the operational team [1]. Group 2: Commitment to Governance and Operations - Nanjing Shujin has committed to not withdrawing from the share subscription agreement and will fulfill the agreement upon regulatory approval [2]. - The company aims to address operational challenges faced by Tonghui Information and ensure compliance with listing regulations [2][3]. - Nanjing Shujin will maintain communication with minority shareholders and support the stability of the governance and management structure [2][3].

Market Overview - On July 18, the North Exchange A-shares trading volume reached 22.46 billion yuan, an increase of 1.31 billion yuan from the previous trading day[3] - The North Exchange 50 Index closed at 1418.6, down 0.7%, with a PE TTM of 67.25 times[3] - The North Exchange Specialized and New Index closed at 2428.8, down 0.4%[3] Stock Performance - Among 268 companies on the North Exchange, 74 rose, 7 remained flat, and 187 fell[3] - The top five gainers were: Jiahe Technology (30.0%), Wanyuantong (11.0%), Kaida Catalysis (10.7%), Benlang New Materials (9.1%), and Haidaer (6.8%)[3] - The top five losers were: Guoyi Tender (-6.4%), Chunguang Pharmaceutical (-4.8%), Tonghui Information (-4.3%), Huaxi Technology (-4.2%), and Guoyuan Technology (-3.9%)[3] Investment Insights - The overall trading activity on the North Exchange improved, indicating better capital participation, but market differentiation is significant[6] - Key themes include the Ministry of Industry and Information Technology's upcoming plans for ten key industries, which may boost the materials and basic chemical sectors[6] - Short-term market fluctuations are expected, but policy benefits and deepening reforms at the North Exchange may enhance long-term confidence[6]

Core Viewpoint - The internet finance index has significantly outperformed the CSI 300 index in 2025, with a total increase of 22.63% compared to 2.03% for the CSI 300, but it still lags behind the North Exchange 50 index, which saw a 36.9% increase [1]. Group 1: Performance Comparison - The North Exchange has seven companies tagged with internet finance concepts, but only a few have outperformed the North Exchange 50 index, indicating that not all internet finance stocks yield excess returns [1]. - Companies like Guoyuan Technology, Tonghui Information, Zhisheng Information, and Liandi Information have shown better performance than the North Exchange 50 index, while Huaxin Yongdao, Airong Software, and Hanxin Technology have underperformed [1]. - The market capitalization of companies plays a significant role in their performance, with larger market cap companies generally underperforming [1]. Group 2: Market Trends - The North Exchange 50 index has experienced four distinct upward phases since the beginning of the year, but internet finance companies did not consistently outperform the index during these phases [2][4]. - In the second and third phases, the average increase of internet finance companies was lower than that of the index, suggesting that a blanket investment strategy in internet finance stocks may not be effective [4]. Group 3: Stock Selection Strategy - A successful investment strategy involves careful selection of internet finance stocks rather than indiscriminate buying, as not all stocks in this category will yield superior returns [4]. - For instance, Guoyuan Technology, which recently surged, was added to the internet finance label on June 26, 2025, and has shown potential due to its small market cap and lack of previous strong concept binding [5][6]. - The recommended criteria for selecting stocks include: (1) new concepts, (2) small market capitalization, and (3) high recognition of the internet finance label by investors [6].

Group 1 - The stock of Tonghui Information (430090) increased by 9.50% with a turnover rate of 38.10%, and a total transaction amount of 572 million yuan, showing a volatility of 15.57% [1] - Institutional investors net bought 1.495 million yuan, while the total net buying from brokerage seats was 340,700 yuan [1][2] - The stock has appeared on the Dragon and Tiger list 12 times in the past six months, with an average decline of 1.53% the day after being listed and an average increase of 1.30% over the following five days [3] Group 2 - The top five brokerage seats accounted for a total transaction amount of 80.869 million yuan, with a net buying of 1.8358 million yuan [2] - The specific brokerage seats included one institutional seat that net bought 1.495 million yuan, with a buying amount of 6.1911 million yuan and a selling amount of 4.6961 million yuan [2][3]

Group 1 - The A-share software development sector experienced a significant upward movement in early trading, with Tonghui Information rising over 13%, Puling Software increasing by over 10%, and Jida Zhengyuan hitting the daily limit [1] - Other companies such as Guoyuan Technology saw a rise of over 9%, while New Zhisoft, Chuangyi Information, and Geer Software also experienced gains [1] - The State-owned Assets Supervision and Administration Commission (SASAC) recently held a training program focused on enhancing cross-domain innovation capabilities and ecosystem building in the basic and industrial software sectors [1]

Core Viewpoint - Tonghui Information (430090) experienced a significant decline of 8.00% in its stock price, with a trading volume turnover rate of 24.64% and a total transaction amount of 354 million yuan on the day of reporting [2] Trading Data Summary - The stock was listed on the龙虎榜 due to its turnover rate reaching 24.64%, with institutional investors net selling 1.1823 million yuan [2] - The top five trading departments accounted for a total transaction amount of 61.1093 million yuan, with a buying amount of 22.0362 million yuan and a selling amount of 39.0731 million yuan, resulting in a net selling of 17.037 million yuan [2] - Among the trading departments, one institutional special seat was present, with a buying amount of 4.483 million yuan and a selling amount of 5.6653 million yuan, leading to a net selling of 1.1823 million yuan [2] Historical Performance - Over the past six months, the stock has appeared on the龙虎榜 11 times, with an average price drop of 1.56% the day after being listed and an average drop of 1.62% over the following five days [2]

证券代码：430090 证券简称：同辉信息 公告编号：2025-054 同辉佳视（北京）信息技术股份有限公司 第五届董事会第二十一次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 7 月 8 日 2.会议召开地点：公司一楼会议室 3.会议召开方式：现场+通讯 4.发出董事会会议通知的时间和方式：2025 年 7 月 7 日以通讯方式发出 5.会议主持人：公司董事长 6.会议列席人员：董事会秘书、公司监事 7.召开情况合法、合规、合章程性说明： 会议的召集、召开和议案审议程序符合《公司法》和《公司章程》的相关规 定。 （二）会议出席情况 会议应出席董事 6 人，出席和授权出席董事 6 人。 董事张之阳因工作原因以通讯方式参与表决。 董事唐红新因工作原因以通讯方式参与表决。 董事李芹因工作原因以通讯方式参与表决。 二、议案审议情况 （一）审议通过《关于聘任公司证券事务代表的议案》 1.议案内容： 公司董事会拟聘任王薇女 ...

证券代码：430090 证券简称：同辉信息 公告编号：2025-053 同辉佳视（北京）信息技术股份有限公司 证券事务代表任命公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律责任。 同辉佳视（北京）信息技术股份有限公司（以下简称"公司"）于 2025 年 7 月 8 日召开第五届董事会第二十一次会议，审议通过了《关于聘任公司证券事务代表的议 案》。 聘任王薇女士为公司证券事务代表，任职期限至第五届董事会任期届满之日止，自 2025 年 7 月 8 日起生效。该人员持有公司股份 0 股，占公司股本的 0%，不是失信联合 惩戒对象。 （上述人员简历详见附件） 二、合规性说明及影响 （一）人员变动的合规性说明 王薇女士具备履行职责所必需的工作经验及相关素质，能够胜任相关岗位职责的要 求，其任职资格符合《公司法》《北京证券交易所股票上市规则》等相关法律法规的规 定。 一、证券事务代表任命的基本情况 三、备查文件 （一）《同辉佳视（北京）信息技术股份有限公司第五届董事会第二十一次会议决议》 同辉佳视（北京）信息技术股 ...