Market Overview - On August 6, the Shanghai Composite Index rose by 0.45%, with the total margin trading balance reaching 2009.41 billion yuan, an increase of 9.155 billion yuan compared to the previous trading day [1] - The margin trading balance in the Shanghai market was 1023.066 billion yuan, up by 3.839 billion yuan; in the Shenzhen market, it was 979.971 billion yuan, up by 5.161 billion yuan; and in the Beijing Stock Exchange, it was 6.377 billion yuan, up by 0.155 billion yuan [1] Industry Analysis - Among the industries tracked by Shenwan, 21 industries saw an increase in margin trading balances, with the mechanical equipment industry leading with an increase of 2.043 billion yuan, followed by the electronics and defense industries with increases of 1.395 billion yuan and 1.338 billion yuan, respectively [1] Stock Performance - A total of 2104 stocks experienced an increase in margin trading balances, accounting for 56.70% of the total, with 523 stocks seeing an increase of over 5% [1] - Tianming Technology had the largest increase in margin trading balance, reaching 16.6608 million yuan, a rise of 111.76% from the previous trading day, and its stock price increased by 5.09% [1] - Other notable stocks with significant increases in margin trading balances included Yuanhang Precision and LIGONG Navigation, with increases of 86.49% and 65.40%, 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 6.11%, with Huami New Materials, Riyue Ming, and Yuanhang Precision leading with increases of 29.96%, 19.99%, and 11.99%, respectively [2] - Conversely, stocks with the largest declines in margin trading balances included Baolijie, with a decrease of 34.99%, followed by Feng'an Co. and Anke Innovation, with declines of 33.76% and 25.58%, respectively [4][5]

Group 1 - The battery sector increased by 0.51% on the previous trading day, with Yuanhang Precision leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] - Notable gainers in the battery sector included Yuanhang Precision, which rose by 11.99% to a closing price of 31.29, and Yema Battery, which increased by 9.98% to 23.25 [1] Group 2 - The battery sector experienced a net inflow of 319 million yuan from main funds, while retail investors saw a net outflow of 37.96 million yuan [2][3] - The top stocks by main fund inflow included Nandu Power with 171 million yuan and Fulian Precision with 140 million yuan [3] - Retail investors showed significant outflows in stocks like Yema Battery and Liyuanheng, with outflows of 59.09 million yuan and 96.01 million yuan respectively [3]

Group 1 - In the past month (from July 6 to August 5), 23 companies listed on the Beijing Stock Exchange (BSE) were investigated by institutions, with Minshida being the most notable, receiving attention from 96 institutions [1] - The types of institutions conducting the research included 20 brokerages, 9 funds, 8 private equity firms, and 3 insurance companies [1] - The companies that received the most institutional attention were Minshida, Xingtum Control, Taihu Snow, and Yuanhang Precision, with 96, 37, 36, and 23 institutions participating in their investigations, respectively [1] Group 2 - The most frequently investigated companies included Xingtum Control, Hanwei Technology, and Hengli Drill Tools, each receiving two rounds of institutional research [2] - Companies that were investigated by institutions saw an average stock price increase of 8.93% over the month, with notable gainers including Hengli Drill Tools (up 172.72%), Guangxin Technology (up 14.15%), and Sanwei Equipment (up 13.68%) [2] - The average market capitalization of all companies on the BSE was 3.136 billion yuan, while the average market capitalization of the companies that received institutional research was 3.609 billion yuan [2] Group 3 - A detailed list of companies investigated includes Minshida, Xingtum Control, Taihu Snow, and others, with their respective number of institutions involved, research frequency, latest closing prices, and percentage changes in stock prices [3] - The highest stock price increase was recorded by Hengli Drill Tools, while other companies like Guangxin Technology and Sanwei Equipment also showed significant gains [3]

Group 1: Utilities - Recommended stock: Su Yan Jing Shen (603299.SH) due to its stable cash flow from traditional salt and salt chemical businesses, and the potential growth from gas storage projects [3][4] - The company is expected to enter a performance release period with the first phase of the gas storage project nearing production [4] Group 2: Pharmaceuticals - Recommended stock: Ang Li Kang (002940.SZ) as the impact of centralized procurement is gradually clearing, and new products are expected to drive revenue growth [4] - The introduction of ALK-N001, a promising anti-tumor candidate, is anticipated to enhance the company's innovation capabilities [4] Group 3: Media - Recommended stock: Alibaba-W (09988.HK) with a focus on the stabilization of traditional e-commerce and the potential for growth in the instant retail sector [5] - Alibaba Cloud's leading position in the domestic market and continuous revenue growth are highlighted [5] Group 4: Electronics - Recommended stock: Zhong Wei Company (688012.SH) due to its robust order backlog and continuous revenue growth driven by new product launches [6] Group 5: Non-Banking Financials - Recommended stock: China Life (601628.SH) for its excellent asset-liability matching and early transformation in dividend insurance sales [8] - The company is expected to release significant solvency capacity following asset reclassification [8] Group 6: Automotive - Recommended stock: Li Auto (02015.HK) as the company is positioned to leverage its strategic foresight and adaptability in the evolving automotive landscape [9] - The i-series is expected to maintain strong sales momentum, with the first model projected to achieve over 5,000 monthly sales [9] Group 7: Transportation - Recommended stock: YTO Express (600233.SH) with a leading growth rate in business volume, benefiting from the "anti-involution" trend in the industry [10] Group 8: Agriculture - Recommended stock: De Kang Agriculture (02419.HK) as it is positioned at a pivotal point in the agricultural sector, leveraging technology and innovative models for growth [12] - The company's platform strategy is expected to extend into other agricultural segments, enhancing its market presence [12] Group 9: Metals and New Materials - Recommended stock: Luoyang Molybdenum (603993.SH) with a strong performance in the first quarter, exceeding expectations [14] Group 10: North Exchange - Recommended stock: Yuan Hang Precision (833914.BJ) as a leading player in the domestic nickel-based conductor materials sector, benefiting from stable demand across multiple industries [14][15]

证券代码：833914 证券简称：远航精密 公告编号：2025-133 江苏远航精密合金科技股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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、 授权现金管理情况 （一）审议情况 江苏远航精密合金科技股份有限公司（以下简称"公司"）于 2024 年 12 月 30 日召开第五届董事会第十次会议、第五届监事会第十一次会议，审议通过了 《关于使用部分闲置募集资金进行现金管理的议案》。为了提高闲置募集资金使 用效率，为公司及股东获取更多的回报，在确保资金安全、不影响募集资金投资 项目建设的前提下，公司拟使用不超过人民币 2 亿元暂时闲置的募集资金进行现 金管理，用于购买安全性高、流动性好、可以保障本金安全的投资产品，期限自 公司董事会审议通过之日起 12 个月内有效。 公司本次使用闲置募集资金进行现金管理的产品为结构性存款，收益类型为 保本浮动收益型，市场风险较小，能够满足安全性高、流动性好、保证本金安全 的要求。 （三） 累计现金管理金额未超过授 ...

Group 1 - In the past month (from June 30 to July 29), 23 companies listed on the Beijing Stock Exchange (BSE) received institutional research, with Minshida being the most popular, attracting 96 participating institutions [1] - The types of institutions conducting research include 22 brokerages, 11 funds, 10 private equity firms, 4 insurance companies, and 1 overseas institution [1] - The companies that received the most attention after Minshida are Yuanhang Precision, Xingtum Control, and Tieda Technology, with 43, 37, and 26 participating institutions respectively [1] Group 2 - Yuanhang Precision, Xingtum Control, and Zhongyu Technology had the highest frequency of institutional research, each receiving 2 rounds of research [2] - On average, companies that received institutional research saw a 0.80% increase in stock prices over the past month, with notable gainers including Zhongyu Technology (up 13.49%), Wanyuantong (up 13.07%), and Kairun Zhikong (up 12.18%) [2] - The average daily turnover rate for these companies was 6.39%, with the highest rates recorded for Guangxin Technology (20.22%), Wanyuantong (14.95%), and Kairun Zhikong (11.62%) [2] Group 3 - As of July 29, the average market capitalization of all companies on the BSE was 3.187 billion yuan, while the average market capitalization of the companies that received research was 3.683 billion yuan [2] - The companies with the highest market capitalization among those researched include Xingtum Control, Guangxin Technology, and Guohang Ocean [2] - A detailed list of companies that received institutional research includes their respective codes, number of institutions, research frequency, latest closing prices, percentage changes, and industry classifications [2][3]

证券代码：833914 证券简称：远航精密 公告编号：2025-097 二、 制度的主要内容，分章节列示： 江苏远航精密合金科技股份有限公司 独立董事工作制度 第一章 总 则 第一条 为进一步完善江苏远航精密合金科技股份有限公司（以下简称"公 司"或"上市公司"）法人治理结构，充分发挥独立董事在公司规范运作中的作 用，强化对内部董事及经理层的约束和监督机制，保护投资者的合法利益，促进 公司规范运作，根据《中华人民共和国公司法》（以下简称"《公司法》"）《中 华人民共和国证券法》《上市公司独立董事管理办法》及《北京证券交易所股票 上市规则》（以下简称"《股票上市规则》"）《北京证券交易所上市公司持续 监管指引第1号——独立董事》（以下简称"1号指引"）等法律、法规、规章、 江苏远航精密合金科技股份有限公司独立董事工作制度 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 江苏远航精密合金科技股份有限公司（以下简称"公司"）于 2025 年 7 月 22 日召开第五届董事会第十五次会议， ...

江苏远航精密合金科技股份有限公司投资者关系管理制度 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 江苏远航精密合金科技股份有限公司（以下简称"公司"）于 2025 年 7 月 22 日召开第五届董事会第十五次会议，审议通过了《关于制定及修订公司部分 内部管理制度的议案》之子议案 2.12：《关于修订<投资者关系管理制度>的议案》， 表决结果：同意 7 票；反对 0 票；弃权 0 票。 本议案无需提交公司股东会审议。 二、 制度的主要内容，分章节列示： 江苏远航精密合金科技股份有限公司 证券代码：833914 证券简称：远航精密 公告编号：2025-106 投资者关系管理制度 第一章 总 则 第一条 为了加强江苏远航精密合金科技股份有限公司（以下简称"公司"） 与投资者和潜在投资者（以下统称"投资者"）之间的信息沟通，切实建立公司与 投资者（特别是社会公众投资者）的良好沟通平台，完善公司治理结构，切实保护 投资者（特别是社会公众投资者）的合法权益，形成公司与投资者之间长期、稳定、 ...

证券代码：833914 证券简称：远航精密 公告编号：2025-109 江苏远航精密合金科技股份有限公司对外投资管理制度 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 江苏远航精密合金科技股份有限公司（以下简称"公司"）于 2025 年 7 月 22 日召开第五届董事会第十五次会议，审议通过了《关于制定及修订公司部分 内部管理制度的议案》之子议案 2.15：《关于修订<对外投资管理制度>的议案》， 表决结果：同意 7 票；反对 0 票；弃权 0 票。 本议案尚需提交公司股东会审议。 二、 制度的主要内容，分章节列示： 江苏远航精密合金科技股份有限公司 对外投资管理制度 第一章 总则 第一条 为规范江苏远航精密合金科技股份有限公司（以下简称"公司"） 对外投资行为，降低对外投资风险，提高对外投资收益，依照《中华人民共和国 公司法》《中华人民共和国证券法》《北京证券交易所股票上市规则》等有关法 律、法规及规范性文件和《江苏远航精密合金科技股份有限公司章程》（以下简 称"公司章程"）规 ...

证券代码：833914 证券简称：远航精密 公告编号：2025-118 董事会审计委员会工作细则 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 江苏远航精密合金科技股份有限公司（以下简称"公司"）于 2025 年 7 月 22 日召开第五届董事会第十五次会议，审议通过了《关于制定及修订公司部分 内部管理制度的议案》之子议案 2.24：《关于修订<董事会审计委员会工作细则> 的议案》，表决结果：同意 7 票；反对 0 票；弃权 0 票。 本议案无需提交公司股东会审议。 二、 制度的主要内容，分章节列示： 江苏远航精密合金科技股份有限公司 董事会审计委员会工作细则 第一章 总则 第一条 为进一步建立健全江苏远航精密合金科技股份有限公司（以下简称 "公司"）内部控制制度，强化董事会决策功能，确保董事会对经理层的有效监 督，充分发挥公司内部控制制度的独立性、有效性，完善公司治理结构，根据《中 华人民共和国公司法》（以下简称"《公司法》"）《北京证券交易所股票上市规 则》等有关法律、法规和 ...