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].

证券代码：835305 证券简称：*ST 云创 公告编号：2025-052 南京云创大数据科技股份有限公司 关于股票交易停牌核查结果暨复牌的公告 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。 特别提示： 南京云创大数据科技股份有限公司（以下简称"公司"）股票于 2025 年 7 月 14 日开市起复牌。 公司于 2025 年 4 月 27 日收到中国证券监督管理委员会（以下简称"中国证 监会"）下发的《立案告知书》。因公司涉嫌信息披露违法违规，根据《中华人 民共和国证券法》《中华人民共和国行政处罚法》等法律法规，中国证监会决定 对公司立案。 利益，公司就股票交易异常波动情况进行核查。 一、停牌情况概述 公司当前停牌事项类别为： □重大事项 □向境内其他证券交易所申请股票转板 □未在规定期限内披露季度报告 √股票交易异常波动 □退市相关 □规定的其他停牌事项 □强制停牌事项 公司股票于 2025 年 7 月 2 日至 2025 年 7 月 4 日以内收盘价涨幅偏离值累 计达到 49.47%，根据《北京证 ...

Summary of Key Points Core Insights - The report highlights the listing and trading activities of various ETFs and bonds on July 10, 2025, indicating a busy market day with multiple announcements regarding suspensions and resumption of trading for various financial instruments [1][2][3][4][5][6][7][8][9]. Group 1: Listings and Trading Activities - The report mentions the listing of 127110 Guanghe Convertible Bond and 301603 Qiaofeng Intelligent on July 10, 2025, marking significant events for these financial instruments [1]. - Several ETFs, including 159209 China Merchants CSI All-Share Dividend Quality ETF and 159232 Southern CSI All-Share Free Cash Flow ETF, announced dividend distributions and were temporarily suspended from trading during specific hours on the same day [1]. - The report notes that multiple ETFs, such as 159351 Jiashi CSI A500 ETF and 159355 Huabao CSI 800 Dividend Low Volatility ETF, also experienced similar trading suspensions due to dividend announcements [1]. Group 2: Special Suspensions - The report details the special suspension of stock 000545 Jinpu Titanium Industry due to significant asset restructuring and related transactions, effective from July 1, 2025 [2]. - Other financial instruments, including various SCPs from Zhonglin Group, have been suspended since November 21, 2023, indicating ongoing issues or restructuring within those entities [2][3][4][5][6][7][8][9]. Group 3: General Market Activity - The report reflects a general trend of increased market activity with multiple announcements of trading suspensions and resumption, indicating a dynamic environment for investors [1][2][3][4][5][6][7][8][9]. - The focus on dividend announcements and asset restructuring suggests a strategic shift among companies to enhance shareholder value and manage financial health [1][2][3][4][5][6][7][8][9].

Group 1 - The central government emphasizes the high-quality development of the marine economy, with the national marine GDP expected to reach 11.18 trillion yuan in 2025, reflecting a year-on-year growth of 5.9% in 2024 [4][11][20] - The marine economy's contribution to the national GDP is projected to be 7.8%, with 15 marine industries achieving a total added value of 4.3733 trillion yuan in 2024, growing by 7.5% [21][22] - The deep-sea technology sector is identified as a key area for development, with significant investments and strategic initiatives aimed at enhancing capabilities in underwater observation, construction, and resource extraction [9][30][31] Group 2 - The report identifies 11 companies within the deep-sea economic industry chain listed on the Beijing Stock Exchange, including Audiwei (ultrasonic underwater ranging sensors), Wantong Hydraulic (hydraulic cylinders for offshore drilling platforms), and Klete (ventilation and air treatment systems) [40] - The marine engineering equipment manufacturing industry in China is experiencing a recovery, with an expected added value of 112.6 billion yuan in 2025, following a growth of 9.1% to 103.2 billion yuan in 2024 [30][33] - The report highlights the increasing market interest in deep-sea technology, with emerging sectors such as deep-sea energy storage and carbon sequestration expected to drive future growth [31][32]

Core Points - The North Exchange A-shares performed exceptionally well in the first half of 2025, with the North Exchange 50 Index reaching a new high of 1500 points, an increase of 39.45%, significantly outperforming other indices [1][2] - A total of 37 stocks doubled in value, with 138 stocks rising over 50%, indicating a strong market profit effect [1] - The merger and acquisition activities are accelerating, with Keda Control announcing the acquisition of HaiTu Technology, marking the first acquisition of a New Third Board company by a North Exchange company [1][6] Group 1: Market Performance - The North Exchange 50 Index began to rise rapidly from January 2025, despite a brief decline in April, and recovered to reach a new high on May 21 [2] - As of June 30, 2025, the North Exchange 50 Index had a cumulative increase of 39.45%, outperforming the Shanghai Composite Index, ChiNext Index, and Hang Seng Index [2] - The net asset value of several North Exchange-themed funds reached new highs in the first half of 2025, with public fund holdings in the North Exchange amounting to 6.743 billion yuan, a 24.45% increase from the end of 2024 [2] Group 2: Regulatory Actions - The North Exchange has implemented strict monitoring on *ST stocks, particularly *ST Guandao and *ST Yunchuang, due to their continuous price increases [4] - A total of 27 cases of abnormal trading behavior were subjected to self-regulatory measures, including the suspension of trading for four individuals [4][5] - The regulatory measures aim to protect the market and investors, ensuring healthy market development [5] Group 3: Mergers and Acquisitions - The North Exchange has seen a significant increase in merger and acquisition activities, with 30 important investment and acquisition events occurring since its establishment in 2022 [6] - Keda Control's acquisition of a 51% stake in HaiTu Technology for 209.1 million yuan has attracted market attention, showcasing the North Exchange's role in facilitating mergers with New Third Board companies [6] - Analysts suggest that the trend of mergers and acquisitions will continue, with a focus on resource integration and enhancing operational efficiency [7]

证券代码：835305 证券简称：*ST 云创 公告编号：2025-051 南京云创大数据科技股份有限公司 股票异常波动暨停牌核查公告 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。 重要风险提示： 公司于 2025 年 4 月 27 日 收到中国证券监督管理委员会（以下简称"中 国证监会"） 下发的《立案告知书》。 因公司涉嫌信息披露违法违规，根据《中 华人民共和国证券法》《中华人民共和国行政处罚法》等法律法规，中国证监会 决定对公司立案。详见公司于北京证券交易所网站 （http://www.bse.cn）披露的 公告《关于公司收到中国证券监督管理委员会立案告知书的公告》（公告编号： 2025-014）。 □重大事项 □退市相关 □规定的其他停牌事项 一、停牌情况概述 （二）停牌情况及规则依据 （一）停牌事项类别 公司股票最近 3 个有成交的交易日 2025 年 7 月 2 日至 2025 年 7 月 4 日以内 收盘价涨幅偏离值累计达到 49.47%，根据《北京证券交易所交易规则（试行）》 公司本次 ...

Core Points - *ST Yun Chuang (835305) experienced a significant increase of 22.78% in its stock price, with a trading volume of 3.63 billion yuan and a turnover rate of 29.92% on the day of the report [2] - The stock was listed on the龙虎榜 due to its daily price increase, price fluctuation of 32.84%, and high turnover rate [2] - The net selling amount from the trading desks was 16.72 thousand yuan, with the top buying and selling desks being 东方财富证券 and 华西证券 respectively [2] Trading Data Summary - The top five trading desks accounted for a total transaction amount of 50.78 million yuan, with buying transactions amounting to 25.31 million yuan and selling transactions amounting to 25.47 million yuan, resulting in a net selling of 16.72 thousand yuan [2] - The largest buying desk was 东方财富证券拉萨团结路第一证券营业部, with a buying amount of 6.15 million yuan, while the largest selling desk was 华西证券上海延安西路证券营业部, with a selling amount of 6.86 million yuan [2] - Over the past six months, *ST Yun Chuang has appeared on the龙虎榜 10 times, with an average price increase of 0.36% the day after being listed and an average increase of 16.33% over the following five days [2]

New Stock Offerings - 济川药业 (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST亚振 (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - 中程退 (300208) has 10 trading days remaining until the last trading day[1] Delisting Notices - 退市锦港 (600190) has 10 trading days remaining until the last trading day[1] - 恒立退 (000622) has 7 trading days remaining until the last trading day[1] - 退市九有 (600462) has 6 trading days remaining until the last trading day[1] Trading Alerts - 工智退 (000584) has 4 trading days remaining until the last trading day[1] - 退市海越 (600387) last trading day is July 4, 2025[1] - 北方长龙 (301357) reported severe abnormal fluctuations[1]

中信建投证券股份有限公司关于 南京云创大数据科技股份有限公司募投项目延期 的专项核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"）作为南京云创大 数据科技股份有限公司（以下简称"云创数据"或"公司"）向不特定合格投资 者公开发行股票并在北交所上市的持续督导机构。根据《北京证券交易所证券发 行上市保荐业务管理细则》《北京证券交易所股票上市规则》等相关规定，对云 创数据募投项目延期事项发表专项意见，具体情况如下： 一、募集资金基本情况 公司于 2021 年 7 月 9 日收到中国证券监督管理委员会下发的《关于核准南 京云创大数据科技股份有限公司向不特定合格投资者公开发行股票的批复》（证 监许可〔2021〕2324 号）。公司本次向不特定合格投资者公开发行股票 1,740 万 股（不含行使超额配售选择权所发新股），发行价格 20.00 元/股，募集资金净额 为人民币 32,038.96 万元。中兴华会计师事务所（特殊普通合伙）对公司向不特 定合格投资者公开发行股票的资金到位情况进行了审验，并出具了《南京云创 大数据科技股份有限公司验资报告》（中兴华验字[2021]第 020030 号）。 为规范本次股票 ...

证券代码：835305 证券简称：云创数据 公告编号：2025-049 南京云创大数据科技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。 一、证券事务代表任命的基本情况 南京云创大数据科技股份有限公司（以下简称"公司"）于 2025 年 6 月 30 日 召开了第四届董事会第五次会议，审议通过了《关于聘任公司证券事务代表的议案》。 聘任杨惠馨女士为公司证券事务代表，任职期限公司第四届董事会任期一致，自 2025 年 6 月 30 日起生效。该人员持有公司股份 0 股，占公司股本的 0.00%，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 杨惠馨女士具备履行职责所必须的专业知识、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《中华人民共和国公司法》《北京证券交易所股票上 市规则》等相关法律法规的规定。 （二）人员变动对公司的影响 本次聘任证券事务代表对公司生产、经营无重大影响。 三、备查文件 《南京云 ...