Group 1: Market Performance - The average daily change for the North Exchange (北证) and A-shares (A股) shows significant fluctuations, with a peak of 30% for Tianrun Technology (天润科技) on July 25, 2025[8] - The trading volume for the North Exchange reached a total of 600 billion CNY, with an average turnover rate of 16% as of July 25, 2025[6] - The average price-to-earnings ratio (PE) for companies listed on the North Exchange varies significantly across industries, with some sectors showing a PE as high as 516.07[12] Group 2: Stock Performance - The top-performing stocks on July 25, 2025, include Tianrun Technology with a 30% increase and a market capitalization of 29.19 billion CNY[8] - Conversely, the worst-performing stock, Jikang Technology (基康技术), saw a decline of 12.56% with a market capitalization of 52.76 billion CNY[9] - The average daily change for the North Exchange was notably higher than that of the A-share market, indicating a more volatile trading environment[7] Group 3: Risks and Challenges - The report highlights risks including lower-than-expected policy support, insufficient technological innovation, and increased market competition[13] - Market volatility remains a significant concern, impacting investor sentiment and stock performance across various sectors[13]

具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买二、卖三，买入金额815.03万元， 卖出金额635.26万元，合计净买入179.77万元。 近半年该股累计上榜龙虎榜11次，上榜次日股价平均涨1.08%，上榜后5日平均涨2.09%。（数据宝） 中设咨询7月23日交易公开信息 中设咨询（833873）今日下跌16.15%，全天换手率37.89%，成交额4.27亿元，振幅17.65%。龙虎榜数据 显示，机构净买入179.77万元，营业部席位合计净买入195.79万元。 北交所公开信息显示，当日该股因日换手率达37.89%上榜，机构专用席位净买入179.77万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交8135.32万元，其中，买入成交额为 4255.44万元，卖出成交额为3879.88万元，合计净买入375.56万元。 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 国金证券股份有限公司深圳分公司 | 906.93 | 720.65 | | 买二 | 机构专用 | 815.03 | 6 ...

Market Overview - On July 22, the Shanghai Composite Index rose by 0.62%, with the total margin trading balance reaching 1,933.273 billion yuan, an increase of 15.354 billion yuan from the previous trading day [1] - The margin trading balance in the Shanghai market was 979.109 billion yuan, up by 10.199 billion yuan; in the Shenzhen market, it was 947.990 billion yuan, up by 5.063 billion yuan; and in the Beijing Stock Exchange, it was 6.174 billion yuan, up by 0.093 billion yuan [1] Industry Analysis - Among the industries classified by Shenwan, 23 industries saw an increase in margin trading balances, with the electronics industry leading with an increase of 2.381 billion yuan, followed by the pharmaceutical and biological industry and the electric equipment industry, which increased by 1.413 billion yuan and 1.359 billion yuan, respectively [1] Stock Performance - A total of 1,944 stocks experienced an increase in margin trading balances, accounting for 52.41% of the total, with 465 stocks seeing an increase of over 5% [1] - The stock with the largest increase in margin trading balance was Shangwei New Materials, with a latest balance of 173.37 million yuan, reflecting a 365.43% increase from the previous trading day, and its stock price rose by 20.00% [1] - Other notable stocks with significant increases in margin trading balances included Zhongshe Consulting and Jikang Technology, with increases of 164.75% and 151.58%, respectively [1] Top Gainers and Losers - Among the top 20 stocks with the largest increases in margin trading balances, the average increase in stock prices was 8.65%, with Jikang Technology, Qiuguan Cable, and Shangwei New Materials leading with increases of 29.99%, 21.01%, and 20.00%, respectively [2] - Conversely, stocks with the largest decreases in margin trading balances included Shibibai, with a decrease of 47.67%, and Ruixing Shares and Dezong Automobile, with decreases of 41.52% and 41.48%, respectively [5]

证券代码：833873 证券简称:中设咨询 公告编号：2025-073 中设工程咨询（重庆）股份有限公司 股票交易异常波动公告 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、股票交易异常波动的具体情况 公司股票最近 2 个有成交的交易日（2025 年 7 月 21 日至 2025 年 7 月 22 日）以内收盘 价涨幅偏离值累计达到 46.77%，根据《北京证券交易所交易规则(试行)》的有关规定，属于 股票交易异常波动情形。 二、公司关注并核实的相关情况 1、 核实对象： 公司控股股东、实际控制人及一致行动人、持股 5%以上股东，在任的董事、监事及 高级管理人员。 前期公告的事项不存在需要更正、补充之处,未发现可能或已经对本公司股票交易价格 产生较大影响的媒体报道或市场传闻，不涉及热点概念事项；近期公司经营情况及内外部经 营环境未发生重大变化；公司、控股股东和实际控制人不存在关于本公司的应披露而未披露 的重大事项，或处于筹划阶段的重大事项；不存在其他可能对股价产生较大影响的重大事件。 三、是否存在应 ...

证券代码：833873 证券简称：中设咨询 公告编号：2025-071 中设工程咨询（重庆）股份有限公司 关于对北京证券交易所 2024 年年报问询函回复的公告 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。 北京证券交易所上市公司管理部： 中设工程咨询（重庆）股份有限公司（以下简称"公司""中设咨询"）及大 信会计师事务所（特殊普通合伙）（以下简称"年审会计师""会计师"）于 2025 年 6 月 26 日收到北京证券交易所出具的《关于对中设工程咨询（重庆）股份有限 公司的年报问询函》（年报问询函【2025】第 034 号）（以下简称"问询函"）， 本着勤勉尽责、诚实守信的原则，公司会同年审会计师对问询函所提问题进行了逐 项落实、核查。为进一步完善回复内容，公司向北京证券交易所上市公司管理部申 请延期至 2025 年 7 月 22 日回复本次年报问询函，现已完成相关核查工作，具体回 复公告如下： 问题 1：关于经营业绩 2024 年，你公司营业收入 7,283.39 万元，同比下降 55.63%；归属 ...

北京证券交易所上市公司管理部: 中 1 路 能 区 知 案 路 1 号 国际大厦 22 层 2206 取 编 100083 WUYIGE Certified Public Accountants.LLP Room 2206 22/F.Xuevuan International Tower No.1 Zhichun Road,Haidian Dist. Beijing,China,100083 +86 (10) 82330558 +86 (10) 87327668 网址 Intemet www.daxincna.com.cn 大信会计师事务所（特殊普通合伙） 关于对中设工程咨询(重庆) 股份有限公司 2024 年年 报问询函的回复的专项说明 大信备字[2025]第 8-00001 号 贵所《关于对中设工程咨询(重庆)股份有限公司的年报问询函》〈年报问询函[2025]第 034 号）(以下简称"问询函")已收悉。根据问询函要求,我们已经对中设工程咨询(重庆) 股份有限公司（以下简称"公司"）财务相关问题进行了专项核查，具体核查情况以及核查 结果如下: 问题 1:关于经营业绩 2024 年,你公司营业收入 7,28 ...

Core Viewpoint - Zhongshe Consulting (833873) experienced a significant increase of 19.50% in stock price, with a trading volume of 580 million yuan and a price fluctuation of 35.49% on the same day [2]. Trading Activity - The stock had a turnover rate of 50.05%, leading to its listing on the trading board due to the high price fluctuation and turnover rate [2]. - The net selling amount from brokerage seats totaled 13.18 million yuan, with the top buying brokerage being Dongfang Caifu Securities, which purchased 8.65 million yuan worth of shares [2]. - The top selling brokerage was Guotai Haitong Securities, which sold shares worth 12.05 million yuan [2]. Historical Performance - Over the past six months, the stock has appeared on the trading board 10 times, with an average price increase of 2.99% the day after being listed and an average increase of 6.26% over the following five days [2].

Group 1 - The stock of Zhongshe Consulting (833873) increased by 25.19% today, with a turnover rate of 45.32% and a transaction amount of 461 million yuan, showing a volatility of 20.53% [2] - The stock was listed on the daily trading board due to its price increase and turnover rate, with a net buying amount of 18.5174 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 87.4302 million yuan, with a buying amount of 52.9738 million yuan and a selling amount of 34.4564 million yuan, resulting in a net buying of 18.5174 million yuan [2] Group 2 - The largest buying brokerage was Shenwan Hongyuan Securities Co., Ltd. with a buying amount of 17.81 million yuan, while the largest selling brokerage was Guosen Securities Co., Ltd. with a selling amount of 8.359 million yuan [2] - In the past six months, the stock has been listed on the trading board nine times, with an average price increase of 0.93% the day after being listed and an average increase of 1.80% over the following five days [2]

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 - On July 14, the Shanghai Composite Index rose by 0.27%, with institutional investors appearing on the trading lists of 35 stocks, net buying 19 and net selling 16 [1] Institutional Trading Summary - Institutional special seats net bought the most in Xiangyang Bearing, which closed at the daily limit with a turnover rate of 27.67% and a transaction amount of 2.076 billion yuan, net buying 110.74 million yuan [2] - San Chuan Wisdom closed up 15.27% with a turnover rate of 32.50%, net buying 75.27 million yuan, but had a net outflow of 35.2 million yuan [2] - Zhongke Magnetic Industry closed down 5.10% with a turnover rate of 45.77%, net buying 53.99 million yuan, but had a net outflow of 49.77 million yuan [2] Market Performance - The average increase of stocks with institutional net purchases was 2.36%, outperforming the Shanghai Composite Index [3] - Stocks like Changrong Co. and Xinling Electric showed strong performance, closing at the daily limit [3] - Historical data indicates a 52.06% probability of stocks with institutional net purchases rising the next day, and a 39.70% probability of rising in the following three days [3] Earnings Forecasts - Among the stocks with institutional net purchases, four have released half-year earnings forecasts, with Yuhua Development expected to have a net profit of 200 million yuan, a year-on-year increase of 708% [3] Net Selling Summary - The stock with the highest net selling by institutions was Siyuan Electric, with a net selling amount of 162.84 million yuan, while also seeing a net inflow of 98.77 million yuan [3] - Dazhihui was noted for a net selling of 120.24 million yuan, with a significant net outflow of 433 million yuan [4] Deep and Shanghai Stock Connect - On July 14, 15 stocks on the trading list had appearances from the Deep and Shanghai Stock Connect, with Siyuan Electric and Zhongke Jincai seeing net purchases of 139 million yuan and 113 million yuan respectively [7][8] - Stocks like Hengbao Co. and Greenland Holdings experienced significant net selling amounts of 193 million yuan and 79.38 million yuan respectively [8]