专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年度A股董秘数据报告》显示，2024年A股上市公司董 秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，A股和新三板铁路公路行业（申万二级）进入统计的上市公司共33家，董秘薪酬合计金额2069.13万元，平均年薪62.70万元。 责任编辑：公司观察 行业内，深高速2024年营收同比下降0.53%，归母净利润大降50.08%，公司董秘赵桂萍仍以121.80万元的年薪位列行业第二，达同行平均薪酬的2倍。 | 证券间称 | 行业(申万二级) | 董秘 | 2024新酬 | 薪酬变化 | 増減幅 | 学历 | | --- | --- | --- | --- | --- | --- | --- | | 东莞控股 | 铁路公路 | 林永森 | 137.28 | 4. 55 | 3. 43% | 硕士 | | 深高速 | 铁路公路 | 赵桂萍 | 121.80 | -4. 98 | -3.93% | 硕士 | | 招商公路 | 铁路公 ...

今天，A股三大主线表现强势，龙头股均创历史新高。 其中，军工板块延续强势，长城军工再次涨停，创历史新高；银行股震荡走强，农业银行创历史新高；算力硬件股午后表现活跃， 长芯博创（300548） 上涨13.44%，股价创历史新高。 此外，上纬新材（688585）今日复牌尾盘"20CM"涨停，股价报110.48元。该股自7月初启动一波凌厉的上涨行情，今年以来累计涨幅达1566.4%。 截至收盘，上证指数上涨0.96%， 再创年内收盘新高 ；深证成指上涨0.59%，创业板指上涨0.39%。全市场成交额16158亿元，较上日放量976亿元。两市 超3900只个股上涨。 板块方面，PEEK材料、脑机接口、铜缆高速连接、银行等板块涨幅居前，影视、智谱AI等板块跌幅居前。 国产开源模型、国产AI大模型应用的国际竞争力持续提升。 平安证券认为， 我国国产大模型的持续迭代升级以及大模型应用的普及，将带来对AI算力在 训练端及推理端的持续旺盛需求，从而拉动AI算力市场持续高景气。 算力硬件股上涨 今天，CPO、铜缆高速连接等算力硬件股探底回升，长芯博创涨超10%，股价创历史新高。 | 威腾电气 | | 40.85 | +9.22% ...

Market Performance - A-shares showed strong performance with major indices reaching historical highs, including the Shanghai Composite Index up 0.96% and the Shenzhen Component Index up 0.59% [1] - The total market turnover was 16,158 billion yuan, an increase of 976 billion yuan from the previous day, with over 3,900 stocks rising [1] Sector Highlights - The military industry sector continued its strong performance, with Changcheng Military Industry (601606) hitting the daily limit and reaching a historical high [1] - Banking stocks also showed strength, with Agricultural Bank of China reaching a historical high [1] - Computing hardware stocks were active in the afternoon, with Changxin Bochuang (300548) rising 13.44% to a historical high [1][2] Notable Stocks - Aowei New Materials (688585) resumed trading and hit the daily limit, closing at 110.48 yuan, with a year-to-date increase of 1,566.4% [1] - Brain-computer interface concept stocks saw gains, with Xiangyu Medical rising over 10% [5] - Notable stocks in the computing hardware sector included Weiteng Electric and Zhaolong Interconnect, with significant percentage increases [3] Investment Trends - Recent increases in capital expenditure by major overseas tech companies validate the long-term high prosperity of global computing infrastructure [4] - Major tech giants like Google, Meta, Microsoft, and Amazon have collectively raised their 2025 capital expenditure plans, with Amazon's quarterly capital expenditure increasing by 90% year-on-year [4] - The domestic AI model's continuous iteration and application are expected to drive sustained demand for AI computing power, contributing to a high prosperity in the AI computing market [4][7] Brain-Computer Interface Development - The National Medical Insurance Administration has established new pricing mechanisms for newly listed drugs, including specific fees for brain-computer interface technologies [7] - The brain-computer interface industry is entering a high growth phase, with significant market potential and expected rapid clinical application [7]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 FF301 致：香港交易及結算所有限公司 公司名稱: 深圳高速公路集團股份有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00548 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 747,500,000 | RMB | | | 1 RMB | | 747,500,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 747,500,000 | RMB | | | 1 RMB | | 747,500,000 | | 2. 股份分類 ...

Core Viewpoint - Shenzhen International and Shenzhen Expressway have announced the subscription of two structured deposit products, each with a principal amount of RMB 500 million, aimed at enhancing cash management and increasing overall returns while ensuring the safety of raised funds [1][4]. Group 1: Subscription Details - Shenzhen Expressway subscribed to the first structured deposit product on July 30, 2025, and the second on July 31, 2025, each with a principal of RMB 500 million [1][3]. - The structured deposit products have a range of yields between 1.2% and 3.1% [3][4]. - Both products are issued by Jiangsu Bank and are categorized as capital-protected floating yield types [4][5]. Group 2: Compliance and Reporting - The subscription amounts for both structured deposit products are below 5% for Shenzhen Expressway, exempting it from the reporting and shareholder approval requirements under Listing Rules [2][5]. - For Shenzhen International, the first structured deposit product does not require disclosure, but the combined calculations of both products exceed 5% but remain below 25%, necessitating compliance with reporting requirements while being exempt from shareholder approval [2][6]. Group 3: Strategic Rationale - The structured deposit products are considered low-risk and are intended to utilize temporarily idle raised funds for cash management, thereby improving fund utilization efficiency and enhancing capital preservation and appreciation [4][8]. - The boards of Shenzhen International and Shenzhen Expressway believe that the transactions are conducted on normal commercial terms and are fair and reasonable, aligning with the overall interests of their shareholders [4][8]. Group 4: Company Background - Shenzhen Expressway primarily engages in the investment, construction, and management of toll roads and environmental protection businesses, including solid waste resource processing and clean energy generation [4]. - Shenzhen International focuses on logistics, toll roads, ports, and environmental protection, with strategic operations in key regions such as the Guangdong-Hong Kong-Macao Greater Bay Area and Yangtze River Delta [4].

Group 1 - The core point of the announcement is the unaudited toll revenue for Shenzhen Expressway Group in June 2025, which is presented in a detailed table format [1] - The total toll revenue for various expressways in Guangdong Province, including specific figures for each project, is highlighted, with the highest revenue coming from the Guangshen Expressway at 243,309 thousand RMB [1] - The announcement includes a breakdown of daily average toll revenues for each expressway, providing insights into the performance of different segments [1] Group 2 - The company emphasizes that the toll revenue data is unaudited and may differ from periodic report disclosures due to the nature of revenue recognition and estimation processes [2] - Investors are cautioned that the disclosed toll revenue figures are preliminary and should be used with caution, as they may be subject to adjustments based on actual settlements [2]

Performance Updates - 开拓药业-B (09939.HK) has completed patient enrollment for the Phase III clinical trial of KX-826 solution for androgenetic alopecia in adult males in China [2] - 李氏大药厂 (00950.HK) has received approval from the National Medical Products Administration for Socazolimab to be used in combination with chemotherapy for first-line treatment of extensive-stage small cell lung cancer in mainland China [2] - 恒瑞医药 (01276.HK) has received approval for clinical trials of SHR-8068 injection, Adebali monoclonal antibody injection, and Bevacizumab injection [2] - 恒瑞医药 (01276.HK) has also received approval to conduct clinical trials for HRS-5041, intended for prostate cancer treatment [2] - 深圳高速公路股份 (00548.HK) reported toll revenue of 106 million yuan for the outer ring project in June [2] - 大成生化科技 (00809.HK) has signed an EPC contract with Northeast Electric and Liaoning Electric for boiler renovation projects, with a maximum cost of 129.1 million yuan [2] - 小黄鸭德盈 (02250.HK) has signed a contract to develop an AI marketing system to diversify revenue sources [2] Buyback and Financing Activities - 威海银行 (09677.HK) plans to issue up to approximately 758 million domestic shares and 154 million H-shares, raising nearly 3 billion yuan [2] Financial Results - 香港电讯-SS (06823.HK) reported total revenue of 17.322 billion HKD for the first half, a year-on-year increase of 4%, with a net profit of 2.07 billion HKD, also up 4% [4] - 青岛银行 (03866.HK) reported operating revenue of 7.662 billion yuan for the first half, a growth of 7.5%, and a net profit of 3.065 billion yuan, up 16.05% [4] - 中国石油化工股份 (00386.HK) expects mid-term net profit to be between 20.1 billion and 21.6 billion yuan, a year-on-year decline of 39.5%-43.7% [4] - 汽车之家-S (02518.HK) reported total revenue of 3.212 billion yuan for the first half, a decrease of 7.75%, with a net profit of 772 million yuan, down 15.99% [4] - 绿茶集团 (06831.HK) issued a profit warning, expecting mid-term net profit to be between 230 million and 237 million yuan, a year-on-year increase of approximately 32%-36% [4] - 粤海置地 (00124.HK) issued a profit warning, expecting mid-term net profit to exceed 260 million HKD, turning from loss to profit [4] - 药师帮 (09885.HK) issued a profit warning, expecting mid-term net profit to exceed 70 million yuan [4] - 中国东方教育 (00667.HK) issued a profit warning, expecting mid-term net profit to grow by 45%-50% year-on-year [4] - 中核国际 (02302.HK) issued a profit warning, expecting mid-term revenue to increase to at least 585 million HKD, with net profit of at least 9.5 million HKD [4] - 大唐环境 (01272.HK) issued a profit warning, expecting mid-term net profit to decrease to between 350 million and 400 million yuan [4] - 长江生命科技 (00775.HK) issued a profit warning, expecting mid-term net loss of approximately 150 million HKD, turning from profit to loss year-on-year [4] - 延长石油国际 (00346.HK) issued a profit warning, expecting mid-term loss of approximately 27.9 million HKD [4]

Core Viewpoint - Shenzhen Expressway Company Limited (00548) reported toll revenue for various projects in June 2025, indicating a diversified income stream from multiple highway segments [1] Revenue Summary - Meiguan Expressway generated toll revenue of RMB 13.088 million [1] - Jihe East Section recorded toll revenue of RMB 60.258 million [1] - Jihe West Section achieved toll revenue of RMB 49.624 million [1] - Yangjiang Project contributed toll revenue of RMB 66.302 million [1] - Outer Ring Project reported toll revenue of RMB 106 million [1]

Group 1 - The company Shenzhen Expressway Company Limited (00548) announced its toll revenue for various projects in June 2025 [1] - The toll revenue for Meiguan Expressway is projected to be RMB 13.088 million [1] - The toll revenue for Jihuo East Section is projected to be RMB 60.258 million [1] - The toll revenue for Jihuo West Section is projected to be RMB 49.624 million [1] - The toll revenue for Yangjiang Project is projected to be RMB 66.302 million [1] - The toll revenue for Outer Ring Project is projected to be RMB 106 million [1]

Group 1 - The company Shenzhen Expressway Company Limited (00548.HK) announced the subscription of a structured deposit product with a principal amount of RMB 500 million on July 30, 2025, as the first phase [1] - On July 31, 2025, the company further subscribed to another structured deposit product with a principal amount of RMB 500 million as the second phase [1]