Investment Rating - The report does not explicitly provide an investment rating for the industry, but it suggests focusing on sectors with technological scarcity and high financial growth potential, particularly in solid-state batteries, AI hardware, and fertility subsidies [3][19]. Core Insights - The market experienced fluctuations with a notable decrease in trading volume, where the North Exchange A-share trading amount reached 24.24 billion, down by 4.23 billion from the previous trading day [1][7]. - The report highlights the importance of monitoring sectors such as solid-state batteries and AI hardware, which are expected to benefit from recent developments and policy support [3][19]. - The upcoming earnings reports are anticipated to drive structural market trends, with a focus on companies showing high growth potential [3][19]. Summary by Sections Market Review - On July 28, the North Exchange A-share trading volume was 24.24 billion, a decrease of 4.23 billion from the previous day, with the North Exchange 50 Index closing at 1455.37, down 0.25% [1][7]. - Among 268 companies listed, 153 saw an increase in stock prices, while 106 experienced declines, indicating a mixed market performance [1][16]. Important News - The Ministry of Industry and Information Technology emphasized the need to consolidate the results of the comprehensive rectification of the new energy vehicle industry and strengthen governance in the photovoltaic sector [19]. - The State Administration for Market Regulation announced measures to combat low-quality and low-price competition among enterprises [20]. Key Company Announcements - Zizhong Temple announced plans to use up to 290 million yuan of idle funds for low-risk short-term financial products to enhance capital efficiency [21]. - Kairun Intelligent Control received a termination notice from the North Exchange regarding its application for a specific stock issuance [22]. - Dadi Electric announced the establishment of a wholly-owned subsidiary in Anhui Province with a registered capital of 50 million yuan to enhance production capacity [23].

证券代码：834407 证券简称：驰诚股份 公告编号：2025-060 河南驰诚电气股份有限公司 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、 授权委托理财情况 （一）审议情况 为提高闲置募集资金使用效率，公司召开第三届董事会第二十一次会议、第 三届监事会第十六次会议、2025 年第一次临时股东大会，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》，公司拟使用不超过人民币 4,500 万 元的闲置募集资金进行现金管理，在上述额度内，资金可循环滚动管理。使用闲 置募集资金进行现金管理的品种满足安全性高、流动性好、期限最长不超过 12 个月等要求，包括但不限于向金融机构购买通知存款、结构性存款、大额存单等 产品，且购买的产品不得抵押，不用作其他用途，不影响募集资金投资计划正常 进行。 具体内容详见公司 2025 年 1 月 7 日在北京证券交易所官方信息披露平台 (www.bse.cn)发布的《使用部分闲置募集资金进行现金管理的公告》（公告编 ...

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]

Group 1: Stock Performance - Yiming Pharmaceutical achieved a 10.00% increase over two consecutive days, driven by developments in Tibet and medical technology [3] - Kantai Medical saw a first board listing with a 20.03% rise, attributed to medical device advancements [4] - Zhengchuan Co. also debuted on the first board with a 9.99% increase, linked to medicinal glass [3] - Yuheng Pharmaceutical and Tianmu Pharmaceutical both recorded first board listings with increases of 10.09% and 10.00% respectively, related to the pharmaceutical sector [3] Group 2: AI and Robotics - Zhi Zhen Technology and Zhongdian Xinlong both debuted on the first board with a 10.01% increase, associated with computing power and machine learning [6] - Hubei Broadcasting and Duolun Technology also saw first board listings with increases of 10.04% and 9.95%, driven by computing power and AI applications [7] - The M-Robots open-source project was announced, aiming to create a unified robot operating system [11] Group 3: Infrastructure and Energy - The announcement of a 1.2 trillion yuan investment in a super hydropower project has led to significant interest in related stocks [13][16] - Nanfang Road Machinery and Tuoshan Heavy Industry both achieved consecutive board listings with increases of 9.99% and 10.01%, linked to engineering machinery [15] Group 4: Tourism and Hospitality - The demand for various types of tourism, including educational and family trips, has surged, with national railways reporting 341 million passenger trips [18][19] - Sizhizang Tourism and Tianfu Cultural Tourism both recorded first board listings with increases of 9.99% and 10.04%, reflecting the growing tourism sector [20] Group 5: Market Trends - The stock market has shown a strong focus on sectors such as robotics, AI, and infrastructure, with multiple companies achieving significant stock price increases [22][23]

Market Overview - The Shanghai Composite Index closed at 3605.73 points, above the six-month moving average, with an increase of 0.65% [1] - The total trading volume of A-shares reached 1,873.88 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 232 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Zhifei Biological Products (12.29%) - Jiexun Feihong (6.69%) - Hongtaiyang (6.56%) [1] Stocks with Smaller Deviation Rates - Stocks that have just crossed the six-month moving average with smaller deviation rates include: - Chanyi Intelligent - Donghu High-tech - Dingxin Communications [1] Performance of Selected Stocks - Zhifei Biological Products: Today's increase of 20.01%, turnover rate of 11.40%, latest price at 24.77 yuan [1] - Jiexun Feihong: Today's increase of 7.18%, turnover rate of 12.67%, latest price at 9.11 yuan [1] - Hongtaiyang: Today's increase of 7.44%, turnover rate of 8.62%, latest price at 7.08 yuan [1]

河南驰诚电气股份有限公司章程 第二条 公司系依照《公司法》及其他法律法规和规范性文件的规定，经 由河南驰诚电气有限公司整体变更成立的股份有限公司。河南驰诚电气有限公 司原有的权利和义务均由公司继承。 第三条 公司经北京证券交易所（以下简称"北交所"）审核，并于 2023 年 1 月 18 日经中国证券监督管理委员会（以下简称"中国证监会"）作出同意 注册的决定，向不特定合格投资者发行人民币普通股 1,150.00 万股，于 2023 年 2 月 16 日在北交所上市。 第四条 公司在郑州市市场监督管理局注册登记，取得营业执照（统一社 会信用代码：91410100769494476Q）。 第五条 公司名称及住所 中文名称：河南驰诚电气股份有限公司 英文名称：HENAN CHICHENG ELECTRIC CO.,LTD 公司住所：郑州高新区长椿路 11 号 2 号厂房 5 层 D5 号 第一章 总则 第一条 为维护河南驰诚电气股份有限公司（以下简称"公司"或"本公 司"）、股东和债权人的合法权益，规范公司的组织和行为，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》《北京证券交 ...

河南驰诚电气股份有限公司 关于完成工商变更登记并取得换发营业执照的公告 证券代码：834407 证券简称：驰诚股份 公告编号：2025-058 统一社会信用代码：91410100769494476Q 名称：河南驰诚电气股份有限公司 类型：其他股份有限公司（上市） 法定代表人：徐卫锋 经营范围：仪器仪表、电子产品、环保设备、防护装备、安防监控设备及系 统、第二类医疗器械的开发、生产、销售及服务；计算机系统集成；软件开发及 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、基本情况 河南驰诚电气股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日召开 第四届董事会第二次会议，于 2025 年 5 月 23 日召开 2024 年年度股东会，审议 通过《关于变更公司注册资本暨修订<公司章程>的议案》，具体内容详见公司于 2025 年 4 月 28 日在北京证券交易所指定信息披露平台（www.bse.cn）披露的《关 于变更公司注册资本暨修订<公司章程>的公告》（公告编号：2025-047）；20 ...

证券代码：834407 证券简称：驰诚股份 公告编号：2025-057 河南驰诚电气股份有限公司 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、 授权委托理财情况 （一）审议情况 为提高闲置募集资金使用效率，公司召开第三届董事会第二十一次会议、第 三届监事会第十六次会议、2025 年第一次临时股东大会，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》，公司拟使用不超过人民币 4,500 万 元的闲置募集资金进行现金管理，在上述额度内，资金可循环滚动管理。使用闲 置募集资金进行现金管理的品种满足安全性高、流动性好、期限最长不超过 12 个月等要求，包括但不限于向金融机构购买通知存款、结构性存款、大额存单等 产品，且购买的产品不得抵押，不用作其他用途，不影响募集资金投资计划正常 进行。 具体内容详见公司 2025 年 1 月 7 日在北京证券交易所官方信息披露平台 (www.bse.cn)发布的《使用部分闲置募集资金进行现金管理的公告》（公告编 ...

2024 年年度权益分派实施公告 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。 河南驰诚电气股份有限公司 2024 年年度权益分派方案已获 2025 年 5 月 23 日召开的股东会审议通过，本次实施分配方案距离股东会审议通过的时间未超过 两个月。 现将权益分派事宜公告如下： 本次权益分派基准日合并报表归属于母公司的未分配利润为 101,750,305.48 元，母公司未分配利润为 100,816,660.24 元，母公司资本公积为 76,844,086.67 元（其中股票发行溢价形成的资本公积为 69,186,203.30 元，其他资本公积为 7,657,883.37 元）。本次权益分派共计转增 19,704,000 股，派发现金红利 6,568,000.00 元。 证券代码：834407 证券简称：驰诚股份 公告编号：2025-056 河南驰诚电气股份有限公司 一、权益分派方案 1、本公司 2024 年年度权益分派方案为： 以公司现有总股本 65,680,000 股为基数，向全体股东每 10 股转 ...

证券代码：834407 证券简称：驰诚股份 公告编号：2025-055 □媒体采访 √现场参观 □新闻发布会 □分析师会议 投资者关系活动记录表 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、 投资者关系活动类别 □特定对象调研 □业绩说明会 河南驰诚电气股份有限公司 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 6 月 19 日 活动地点：公司现场 参会单位及人员：通过国泰海通证券参加北交所"直达服务行千里 理性投 资进万家"投教系列活动的投资者 上市公司接待人员：董事长：徐卫锋先生；董事、总经理：石保敬先生；财 务负责人：张大健先生；董事会秘书：翟硕先生。 三、 投资者关系活动主要内容 问题 1：请公司介绍一下公司经营情况及营利预期（包括产品信息、销售额、 投资回报率及研发经费等方面） 回答：尊敬的投资者，您好！目前，公司的主要产品包括智能仪器仪表、报 警控制系统及配套、智能传感器和智能家居类产品。2024 年，公司在市场拓展 方面取得显著成果，在气体环境安全监测领域的 ...