Market Performance - As of July 25, 2025, the North Exchange A-share component stocks totaled 268, with an average market capitalization of 3.184 billion yuan[16] - The North Exchange 50 Index rose by 2.85% to close at 1458.98 points, compared to the previous week's closing[16] - The average daily trading volume for North Exchange A-shares reached 31.082 billion yuan, an increase of 41.81% from the previous week[16] Sector Comparison - The PE ratios for North Exchange A-shares, ChiNext, Shanghai Main Board, Shenzhen Main Board, and Sci-Tech Innovation Board are 55.14, 38.43, 21.81, 23.69, and 35.79 respectively as of July 25, 2025[25] - The North Exchange A-share turnover rate was 7.04%, up by 1.83 percentage points from the previous week, indicating improved liquidity[16] Investment Insights - The report suggests focusing on sectors with strong mid-year report expectations and high thematic interest[25] - The North Exchange continues to expand, with a total of 11 new companies listed in April 2024 and 12 in July 2025, reflecting a trend of increasing average net profit among new listings[16] Risks - Potential policy risks may affect investor enthusiasm and market heat[26] - Liquidity risks exist due to smaller trading volumes compared to other boards, which could negatively impact the market[26] - There is a risk of companies not meeting profit expectations due to external market changes, potentially affecting stock prices[26]

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]

近半年该股累计上榜龙虎榜13次，上榜次日股价平均涨2.18%，上榜后5日平均涨5.35%。（数据宝） 铁拓机械7月25日交易公开信息 | 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 | 1767.65 | 435.56 | | | 东方财富证券股份有限公司拉萨东环路第二证券营业 | | | | 买二 | 部 | 796.93 | 674.04 | | 买三 | 东方财富证券股份有限公司拉萨团结路第一证券营业 | 753.91 | 912.08 | | | 部 | | | | 买四 | 国信证券股份有限公司深圳互联网分公司 | 669.31 | 408.63 | | 买五 | 东方财富证券股份有限公司拉萨团结路第二证券营业 | 651.22 | 490.03 | | | 部 | | | | 卖一 | 东方财富证券股份有限公司拉萨团结路第一证券营业 | 753.91 | 912.08 | | | 部 | | | | 卖二 | 中信证券股份有限公司泉州丰泽街证券营业部 | 18.19 ...

Market Performance - The Shanghai Composite Index rose by 1.67% this week, with 71 stocks having a turnover rate exceeding 100% [2] - Among the stocks with a turnover rate over 100%, the machinery equipment sector had the highest representation with 19 stocks, followed by the electronics and power equipment sectors, each with 7 stocks [2] High Turnover Stocks - The stock with the highest turnover rate this week was Southern Road Machinery, with a turnover rate of 229.04% and a price increase of 43.51%. It saw a net inflow of 135.09 million yuan from major funds [2] - Iron Tuo Machinery had a turnover rate of 205.57% and a price increase of 64.86%, but experienced a net outflow of 4.85 million yuan from major funds [2] - Weiwan Sealing ranked third with a turnover rate of 203.97% and a price increase of 13.99%, but had a net outflow of 8 million yuan from major funds [3] Stock Performance Overview - The average increase for stocks with a turnover rate over 100% was 12.01%, with 52 stocks rising and 19 stocks falling [3] - The top gainers included Hengli Drill Tools, Iron Tuo Machinery, and Tianrun Technology, with increases of 184.05%, 64.86%, and 51.04% respectively [3] - The stocks with the largest declines included Xinling Electric, C Shanda, and Wenzhou Hongfeng, with decreases of 16.41%, 15.72%, and 15.06% respectively [3] Earnings Forecasts - Among the stocks with a turnover rate over 100%, 25 companies released half-year earnings forecasts, with 11 expecting profit increases and 3 expecting profits [3] - Huahong Technology is projected to have the highest net profit increase, with a median expected net profit of 77.50 million yuan, representing a year-on-year increase of 3384.71% [3]

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]

（一） 股东因以下原因披露减持计划实施结果： √减持计划实施完毕 □减持时间区间届满 持股 5%以上股东减持股份结果公告 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误导性 陈述或重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 一、 减持主体减持前基本情况 证券代码：873706 证券简称：铁拓机械 公告编号：2025-053 | 股东名称 | 股东身份 | | 持股数量 | 持股比例 | 当前持股股份来源 | | --- | --- | --- | --- | --- | --- | | | | | （股） | （%） | | | 蔡建良 | 持股 | 5%以 | 11,400,000 | 12.3370% | 北京证券交易所上市 | | | 上股东 | | | | 前取得 | 福建省铁拓机械股份有限公司 二、 减持计划的实施结果 □是 √否 | 股东 | 减持数 | 减持数 | 减 | | | | 减持 | 当前持 | 当前持 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 量占总 | ...

证券代码：873706 证券简称:铁拓机械 公告编号：2025-052 福建省铁拓机械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 66.14%，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%以上的股东，在任的董事、监事及 高级管理人员。 本公司董事会确认，本公司没有任何根据《北京证券交易所股票上市规则》等有关规定 应披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等，董事会也未获悉本公 司有根据《北京证券交易所股票上市规则》等有关规定应披露而未披露的、对本公司股票交 易价格产生较大影响的信息。 四、公司及控股股东、实际控制人、董监高在异常波动期间交易公司股票的情况 公司 ...

福建省铁拓机械股份有限公司 员工持股平台减持股份结果公告 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误导性 陈述或重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 二、 减持计划的实施结果 （一） 股东因以下原因披露减持计划实施结果： √减持计划实施完毕 □减持时间区间届满 | 股东名称 | 减持数 | 减持数 | | | | | | | 减持 | 当前持 股数量 | 当前持 股比例 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 量占总 | 减持 | | 减持 | 减持价 | | 已减持总金 | 计划 | | | | | 量（股） | 股本比 | 方式 | | 期间 | 格区间 | | 额（元） | 完成 | （股） | （%） | | | | 例（%） | | | | | | | 情况 | | | | 泉 州 米 德 股 权 投 资 中 心 | 975,000 | 1.06% | 集 | 中 | 2025.05.27- | 17.55 | 元 | 19,593,3 ...

证券代码：873706 证券简称：铁拓机械 公告编号：2025-051 福建省铁拓机械股份有限公司 持股 5%以上股东权益变动触及 1%整数倍的提示性公告 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） 本次权益变动不会导致公司控股股东及实际控制人发生变化，不会 对公司生产经营产生不利影响； 三、 本次权益变动前后，信息披露义务人及其一致行动人拥有上市公司权 益的股份情况 | 股东名称 | 本次权益变动前 | 本次权益变动后 | | | --- | --- | --- | --- | | | 持股数量 持股比例 | 持股数量 | 持股比例 | 信息披露义务人 名称 持股变动时间 蔡建良 2025 年 7 月 17 日至 2025 年 7 月 21 日 股票简称 铁拓机械 股票代码 873706 变动类型 增加□ 减少√ 是否存在一致行动人 是□ 否√ 是否为第一大股东、实际控制人或其一致行动人 是□ 否√ 一、 信息披露义务人基本情况 | 蔡建良 | 11,088,600 | 12.0000% ...

证券代码：873706 证券简称：铁拓机械 公告编号：2025-049 福建省铁拓机械股份有限公司 持股 5%以上股东权益变动触及 1%整数倍的提示性公告 | 本次变动是否与已作出的承诺或已披露的减持计划存在差异 | 是□ | 否√ | | --- | --- | --- | | 本次变动是否存在违法《证券法》《上市公司收购管理办法》 | 是□ | 否√ | | 等法律法规和证监会、北交所业务规则等规定的情况 | | | 五、 所涉后续事项 | 股东名称 | 本次权益变动前 | 本次权益变动后 | | | --- | --- | --- | --- | | | 持股数量 持股比例 | 持股数量 | 持股比例 | 信息披露义务人 名称 持股变动时间 蔡建良 2025 年 5 月 20 日至 2025 年 7 月 16 日 股票简称 铁拓机械 股票代码 873706 变动类型 增加□ 减少√ 是否存在一致行动人 是□ 否√ 是否为第一大股东、实际控制人或其一致行动人 是□ 否√ 一、 信息披露义务人基本情况 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 ...