Group 1 - The stock of Fangsheng Co., Ltd. (832662) increased by 4.43% today, with a turnover rate of 27.10% and a trading volume of 180 million yuan, showing a fluctuation of 8.66% [1] - Institutional investors net sold 680,200 yuan, while brokerage seats collectively net bought 8,362,200 yuan [1][2] - The stock has appeared on the Dragon and Tiger list 10 times in the past six months, with an average price drop of 1.41% the day after being listed and an average increase of 0.35% over the following five days [3] Group 2 - The top five brokerage seats accounted for a total transaction amount of 42.67 million yuan, with a buying amount of 25.18 million yuan and a selling amount of 17.50 million yuan, resulting in a net buying of 7.68 million yuan [2] - Specific brokerage activities included significant buying from Guosen Securities and selling from Dongfang Fortune Securities, with the largest net selling from an institutional seat [3]

证券代码：832662 证券简称：方盛股份 公告编号：2025-090 无锡方盛换热器股份有限公司董事离任公告 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。 董事会 一、董事离任的基本情况 本公司董事丁振红先生，因个人原因辞任，自 2025 年 7 月 21 日起不再担任董事。 该人员持有公司股份 7,101,581 股，占公司股本的 8.1115%，不是失信联合惩戒对象， 离任后继续担任公司顾问职务，不存在未履行完毕的公开承诺。 二、合规性说明及影响 （一）人员变动的合规性说明 上述人员离任未导致公司董事会成员人数低于法定最低人数，未导致董事会中兼任 高级管理人员的董事和由职工代表担任的董事人数超过公司董事总数的二分之一，未导 致董事会或者其专门委员会中独立董事所占的比例不符合相关规则或者公司章程的规 定，未导致独立董事中欠缺会计专业人士。 （二）人员变动对公司的影响 丁振红先生辞去公司董事职务后，不会对公司生产经营产生不利影响。公司及董事 会对丁振红先生在任职期间为公司发展做出的贡献表示衷心的感谢！ ...

Market Overview - On July 17, the trading volume of North Exchange A-shares reached 21.16 billion yuan, an increase of 1.28 billion yuan from the previous trading day[3] - The North Exchange 50 Index closed at 1428.1, up 0.9%, with a PE TTM of 67.79 times[3] - The North Exchange Specialized and New Index closed at 2438.2, up 0.8%[3] Stock Performance - Among 268 companies on the North Exchange, 140 rose, 11 remained flat, and 117 fell[3] - The top five gainers were: Huiwei Intelligent (14.8%), Hongyu Packaging (11.8%), Jiahe Technology (10.8%), Guangxin Technology (9.8%), and Wuxin Tunnel Equipment (8.7%)[3] - The top five losers were: Guangzi International (-7.3%), Yunchuang Data (-6.3%), Benlang New Materials (-4.8%), Fangsheng Co. (-3.5%), and Taipeng Intelligent (-3.3%)[3] Key News - National electricity load reached a historical high of 1.506 billion kilowatts, an increase of 0.055 billion kilowatts from last year[5] - The adjustment of consumption tax policy for ultra-luxury cars now applies to vehicles priced at 900,000 yuan or above (excluding VAT)[5] Investment Recommendations - Focus on sectors like AI computing, innovative pharmaceuticals, humanoid robots, and power grid construction as key market drivers[6] - The report suggests paying attention to specialized and new companies with strong performance certainty, especially in new productivity areas[6]

Market Overview - On July 16, the Shanghai Composite Index fell by 0.03%, with institutional investors appearing on the trading lists of 25 stocks, net buying 11 and net selling 14 [1][2] - The total net selling amount by institutional investors reached 1.015 billion yuan [1] Institutional Trading Activity - The stock with the highest net buying by institutional investors was Huahong Technology, which closed at the daily limit with a trading volume of 1.919 billion yuan and a turnover rate of 27.83%. The net buying amount was 112.81 million yuan [2][5] - Other notable stocks included Beifang Changlong, which rose by 6.59% with a turnover rate of 42.00% and a net buying amount of 70.49 million yuan [2][5] Performance of Net Bought Stocks - Stocks that were net bought by institutions saw an average increase of 5.35%, outperforming the Shanghai Composite Index. Stocks like Jujie Microfiber and Degute achieved daily limit increases [3] - Historical data indicates that stocks net bought by institutions have a 50.17% probability of rising the next day, with a 37.46% probability of increasing over the next three days [3] Earnings Forecasts - Among the stocks net bought by institutions, four have released half-year earnings forecasts, with Huahong Technology expected to see a net profit increase of 3384.71% [3] Net Sold Stocks - The stock with the highest net selling was C Huaxin, with a net selling amount of 999.70 million yuan. This stock had a significant net inflow of 3.172 billion yuan [3][6] - Annie Shares also saw substantial net selling, amounting to 247.11 million yuan, with a net outflow of 117 million yuan [3][6] Deep and Hong Kong Stock Connect Activity - On July 16, 12 stocks on the trading list had participation from the Shenzhen and Shanghai Stock Connect, with net buying in stocks like Hengbao Co. and Dawi Technology [7][8] - Hengbao Co. had a net buying amount of 160.75 million yuan, while stocks like Zhongdian Port and Qianhong Pharmaceutical experienced net selling [7][9]

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies [53]. Core Insights - The market is experiencing structural differentiation, with active themes in urban renewal and AI hardware. The North Exchange A-share trading volume reached 23.2 billion yuan on July 15, 2025, an increase of 740 million yuan from the previous trading day, while the North Exchange 50 Index closed at 1412.1, down 1.2% [4][14]. - The report highlights significant stock movements, with 60 out of 268 companies on the North Exchange rising, 3 remaining flat, and 205 declining. Notable gainers included Guangdao Digital (29.9%) and Yun Chuang Data (13.7%), while major losers included Xinghao Pharmaceutical (-9.3%) and Silane Technology (-6.2%) [25][29]. - The report emphasizes the importance of urban renewal as a key theme, driven by the central government's focus on high-quality urban development. Companies like Guoyi Tendering and Guangrong International have shown significant price increases in this context [6][30]. Summary by Sections Market Review - On July 15, 2025, the North Exchange A-share trading volume was 23.2 billion yuan, with the North Exchange 50 Index down 1.2% and a PE TTM of 67.04 times. The specialized index closed at 2408.8, down 0.9% [4][14]. - The report notes that the market is seeing a shift towards policy and event-driven themes, with structural opportunities becoming clearer in urban renewal and AI industry chains [7]. Important News - Geely Automobile and Zeekr signed a merger agreement, with Geely acquiring all remaining shares of Zeekr. Shareholders can choose cash or Geely shares as compensation [30]. - The successful launch of the Tianzhou-9 cargo spacecraft has increased interest in aerospace-related companies [31]. Key Company Announcements - Zitan Palace announced a cash dividend of 2 yuan per 10 shares based on its total share capital of 145,463,880 shares [35]. - Shibi Bai disclosed a reduction in shareholding by a major shareholder, decreasing from 8.7324% to 6.7376% [36].

Core Viewpoint - The A-share energy storage concept continues to rise, with companies such as China Electric Port and Yangdian Technology hitting the daily limit, while others like Haineng Industry, Fangsheng Co., Shenchi Machinery, Zhongheng Electric, Ping An Electric, and Boke New Materials also experienced gains [1] Company Summary - China Electric Port and Yangdian Technology reached the daily limit on stock price increase [1] - Haineng Industry, Fangsheng Co., Shenchi Machinery, Zhongheng Electric, Ping An Electric, and Boke New Materials saw significant stock price increases as well [1]

Group 1 - The A-share liquid cooling server sector experienced a significant rise at the beginning of trading, with DingTong Technology increasing by over 9% [1] - Ruijie Networks saw an increase of over 7% [1] - Other companies such as Fangsheng Co., Bohui Co., Hongxin Electronics, and China Great Wall also reported gains of over 4% [1]

Group 1 - The core point of the article is that Fangsheng Co., Ltd. (stock code: 832662) experienced a significant increase of 10.31% in its stock price, with a trading volume of 3.63 billion yuan and a turnover rate of 51.38% on the day of reporting [2] - The stock was listed on the North Exchange's daily trading information due to its high turnover rate, with a net selling amount of 25.65 thousand yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 67.14 million yuan, with a buying amount of 33.44 million yuan and a selling amount of 33.70 million yuan, resulting in a net selling of 25.65 thousand yuan [2] Group 2 - The largest buying brokerage was Guosheng Securities Co., Ltd. with a purchase amount of 7.49 million yuan, while the largest selling brokerage was Founder Securities Co., Ltd. with a selling amount of 7.84 million yuan [2] - Over the past six months, the stock has appeared on the trading list 11 times, with an average price drop of 1.40% the day after being listed and an average increase of 2.52% over the following five days [2]

证券代码：832662 证券简称：方盛股份 公告编号：2025-061 无锡方盛换热器股份有限公司董事会提名委员会工作细则 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、 审议及表决情况 无锡方盛换热器股份有限公司于 2025 年 7 月 14 日召开第四届董事会第十次 会议，审议通过了《关于调整公司部分内部管理制度的议案》之子议案 3.05：《董 事会提名委员会工作细则》的议案；议案表决结果：同意 7 票，反对 0 票，弃 权 0 票。 本议案无需提交股东会审议。 二、 制度的主要内容，分章节列示： 无锡方盛换热器股份有限公司 董事会提名委员会工作细则 第一章 总则 第一条 为规范和完善无锡方盛换热器股份有限公司（以下简称"公司"） 董事、高级管理人员的产生，优化董事会及经营管理层的组成，完善公司法人治 理结构，根据《中华人民共和国公司法》（以下简称"《公司法》"）等法律、 法规、规范性文件及《无锡方盛换热器股份有限公司章程》（以下简称"《公司 章程》"）的规定，公司特设立董事会提名委员会，并制 ...

证券代码：832662 证券简称：方盛股份 公告编号：2025-062 无锡方盛换热器股份有限公司董事会战略委员会工作细则 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、 审议及表决情况 无锡方盛换热器股份有限公司于 2025 年 7 月 14 日召开第四届董事会第十次 会议，审议通过了《关于调整公司部分内部管理制度的议案》之子议案 3.06：《董 事会战略委员会工作细则》的议案；议案表决结果：同意 7 票，反对 0 票，弃 权 0 票。 本议案无需提交股东会审议。 二、 制度的主要内容，分章节列示： 无锡方盛换热器股份有限公司 董事会战略委员会工作细则 第一章 总则 第一条 为适应公司战略发展需要，增强公司核心竞争力，确定公司发展规 划，健全投资决策程序，加强决策科学性，提高重大投资决策的效益和决策的质 量，完善公司的治理结构，根据《中华人民共和国公司法》（以下简称"《公司 法》"）、《上市公司治理准则》等法律、法规、规范性文件及《无锡方盛换热 器股份有限公司章程》（以下简称"《公司章程》"）的 ...