本次交易第一次董事会决议公告日为 2025 年 5 月 24 日，第二次董事会决 议公告日为 2025 年 7 月 21 日，上述日期前连续二十个交易日上市公司股票收 盘总市值均超过人民币 100 亿元。 二、最近两年交易所对上市公司信息披露质量评价为 A 根据深圳证券交易所公布的上市公司信息披露工作评价结果，截至本核查 意见出具日，深圳证券交易所尚未公布上市公司 2024 年度信息披露考评结果， 云南铜业最近两年（2022 年度和 2023 年度）信息披露考评结果均为 A。 三、本次交易不构成重大资产重组 根据《重组管理办法》第十四条规定："上市公司在十二个月内连续对同 一或者相关资产进行购买、出售的，以其累计数分别计算相应数额。已按照本 办法的规定编制并披露重大资产重组报告书的资产交易行为，无须纳入累计计 算的范围。中国证监会对本办法第十三条第一款规定的重大资产重组的累计期 限和范围另有规定的，从其规定。交易标的资产属于同一交易方所有或者控制， 或者属于相同或者相近的业务范围，或者中国证监会认定的其他情形下，可以 认定为同一或者相关资产。" 中信建投证券股份有限公司 关于本次交易适用简易审核程序的独立财务 ...

Core Viewpoint - Yunnan Copper Co., Ltd. is planning to acquire a 40% stake in Liangshan Mining Co., Ltd. from Yunnan Copper (Group) Co., Ltd. through a share issuance, while also raising matching funds by issuing shares to China Aluminum Corporation and China Copper Corporation [1] Group 1: Insider Information Management - The company has established an Insider Information Management System in accordance with relevant laws and regulations, including the Securities Law of the People's Republic of China and the Shenzhen Stock Exchange Listing Rules [1][3] - The system is designed to manage insider information and ensure compliance with legal requirements during the transaction process [3] Group 2: Execution of Insider Information Management - During the planning and execution of the transaction, the company implemented strict confidentiality measures, informing all parties involved to keep transaction-related information confidential until legal disclosure [2] - Access to sensitive information was limited to core participants registered as insider information holders, ensuring that only authorized personnel were aware of the details [2] - The company submitted necessary documentation, including a transaction progress memorandum and insider information holder registration forms, to the Shenzhen Stock Exchange [2] Group 3: Independent Financial Advisor's Opinion - The independent financial advisor, CITIC Construction Investment Securities, confirmed that the company's Insider Information Management System complies with relevant laws and regulations [3] - The advisor noted that the company has effectively managed the registration and reporting of insider information holders and has taken appropriate confidentiality measures [3]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：6066） 海外監管公告 本 公 告 乃 中 信 建 投 証 券 股 份 有 限 公 司（「本公司」）根 據 香 港 聯 合 交 易 所 有 限公司證券上市規則第13.10B條 而 作 出。 茲 載 列 本 公 司 於 上 海 證 券 交 易 所 網 站 刊 發 之《中 信 建 投 証 券 股 份 有 限 公 司2025年 面 向 專 業 投 資 者 公 開 發 行 永 續 次 級 債 券（第 四 期）發 行 結 果 公 告》 《關 於 延 長 中 信 建 投 証 券 股 份 有 限 公 司2025年面向專業投資者公開發行 短 期 公 司 債 券（第 二 期）簿 記 建 檔 時 間 的 公 告》及《中 信 建 投 証 券 股 份 有 限 公 司2025年 面 向 專 業 投 資 者 ...

截至2025年6月30日，中信建投基金旗下中信建投稳裕定开债A（003573）期末净资产15.33亿元，比上 期增加1.61%，该基金经理为邵彦棋。 简历显示，邵彦棋先生:中国国籍,中央财经大学经济学硕士。曾任清华大学五道口金融学院国家金融研 究院宏观研究员、山西证券股份有限公司宏观固收研究员。2022年3月加入中信建投基金管理有限公司, 曾任固定收益研究部宏观研究员,现任固定收益研究部基金经理助理。2025年1月15日至2025年6月26日 担任中信建投稳祥债券型证券投资基金、中信建投稳益90天滚动持有中短债债券型证券投资基金、中信 建投中债0-3年政策性金融债指数证券投资基金、中信建投中债3-5年政策性金融债指数证券投资基金、 中信建投景和中短债债券型证券投资基金、中信建投添鑫宝货币市场基金、中信建投凤凰货币市场基金 基金经理助理。2025年06月26日担任中信建投稳裕定期开放债券型证券投资基金、中信建投景润3个月 定期开放债券型证券投资基金、中信建投稳丰63个月定期开放债券型证券投资基金、中信建投景晟债券 型证券投资基金基金经理。 近期份额规模变动情况： 日期期间申购（亿份）期间赎回（亿份）期末总份额（ ...

Group 1 - The core viewpoint of the article highlights the trading performance of glass futures, with the main contract 2509 experiencing a price increase of 7.12% as of July 21, 2025, and a total trading volume of 4.83 million contracts [1][3] - The total trading volume for all glass futures contracts reached 4.83 million contracts, with an increase of 1.99 million contracts compared to the previous day [1][4] - The top 20 positions in the glass futures market show a net short position, with a difference of 199,388 contracts [1][3] Group 2 - The top three long positions are held by Guotai Junan with a total holding of 92,492 contracts, followed by Fangzheng Futures with 71,301 contracts, and CITIC Futures with 64,371 contracts [1][4] - The top three short positions are also led by Guotai Junan with 210,469 contracts, followed by Yong'an Futures with 115,224 contracts, and CITIC Futures with 113,332 contracts [1][4] - The long positions in the top 20 show a decrease of 74,200 contracts, while the short positions decreased by 14,270 contracts compared to the previous day [1][3]

Core Viewpoint - Hongfuhuan (301086.SZ) has released a performance forecast for the first half of 2025, indicating a significant decline in net profit compared to the same period last year, attributed to increased competition and rising labor costs [1][2]. Financial Performance Summary - The net profit attributable to shareholders is expected to be between 19.15 million and 23.72 million yuan, representing a decrease of 50.34% to 59.91% year-on-year [1][2]. - The net profit after deducting non-recurring gains and losses is projected to be between 17.41 million and 21.98 million yuan, reflecting a decline of 46.45% to 57.58% compared to the previous year [1][2]. - In the same period last year, the net profit attributable to shareholders was 47.77 million yuan, and the net profit after deducting non-recurring gains and losses was 41.05 million yuan [1][2]. Reasons for Performance Changes - The company cites intensified industry competition and a decline in overall gross margin as primary reasons for the profit decrease [2]. - Increased labor costs due to the addition of employee positions for production, management, and business expansion needs have also contributed to the decline [2]. - The estimated impact of non-recurring gains and losses on net profit is approximately 1.74 million yuan [2]. Company Background - Hongfuhuan was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on October 20, 2021, with an initial offering price of 96.66 yuan per share [3]. - The stock opened at 129.70 yuan on its first trading day and reached a high of 129.74 yuan, but has since experienced a decline and is currently in a state of loss [3]. - The company raised a total of 1.45 billion yuan through its initial public offering, with a net amount of 1.31 billion yuan after deducting issuance costs [3]. - The funds raised are intended for projects related to functional electronic materials, smart devices, and the construction of an industrial automation equipment production base [3].

证券之星消息，截止2025年二季度末，基金经理栾江伟旗下共管理10只基金，本季度表现最佳的为中信建投趋势领航两年持有混合A （016265），季度净值涨4.06%。 | 在任基金 | 规模(亿元) | 年化回报 | 2025年二季度涨幅 | 第一重合股 | 白净值比 | | --- | --- | --- | --- | --- | --- | | 中信建投轮换混合A | 8.12 | 18.08% | 2.42% | 鼎龙股份 | 3.03% | | 003822 | | | | 300054.SZ | | | 中信建投甄选混合A | 6.22 | 16.70% | 2.32% | 鼎龙股份 | 3.51% | | 008347 | | | | 300054.SZ | | | 中信建投轮换混合C | 6.14 | 17.61% | 2.31% | 鼎龙股份 | 3.03% | | 003823 | | | | 300054.SZ | | | 中信建投甄选混合C | 4.67 | 16.23% | 2.22% | 异龙股份 | 3.51% | | 008348 | | | | 300054.SZ | | | ...

Core Viewpoint - The home appliance industry maintains a high level of prosperity, with strong growth in air conditioning demand driven by summer heat, and leading companies are expected to perform well in the upcoming quarters [1] Group 1: White Goods - The summer heat has led to significant growth in the air conditioning sector, with online sales growth of 55% and offline sales growth of 70% in the first two weeks of July [2] - Major companies like Gree, Midea, and Haier reported online sales growth of 61%, 37%, and 222% respectively, while offline sales growth was 66%, 56%, and 99% [2] - The domestic air conditioning market saw a 16% increase in June, with Gree, Midea, and Haier growing by 16%, 26%, and 27% respectively [2] Group 2: Robotic Vacuums - The competitive landscape in the robotic vacuum sector is improving, with companies like Ecovacs and Roborock showing online sales growth of 129% and 63% respectively [2] - The price increase by a competitor has led to a slight loss in market share, but overall, the industry is expected to see a profit margin improvement in Q3 [2] Group 3: Black Goods - The black goods sector experienced a 10% year-on-year growth in online sales in the first two weeks of July, primarily driven by an increase in average prices [3] - Companies like Hisense and Vidda saw online growth of 37% and 6%, while TCL grew by 46% [3] - The average price of 65-inch and 75-inch panels is expected to decline by $4 in July, continuing a downward trend [3] Group 4: Two-Wheelers - The domestic sales of electric two-wheelers are projected to reach 32.325 million units in the first half of 2025, marking a 29.5% year-on-year increase, driven by government subsidies [3] - After a brief disruption in subsidy funding, regions like Wuxi have resumed normal funding trends, supporting industry growth [3] - Companies like Ninebot announced domestic shipments exceeding 8 million units, while Niu Technologies reported significant sales during a recent product launch [3] Group 5: Motorcycles - The sales of motorcycles with engine sizes over 250CC reached 102,000 units in June, reflecting a 14.3% year-on-year increase, with exports growing by 59.9% [4] - The market concentration among top brands is increasing, with the top three brands holding a combined market share of 46.9% [4] - International demand is recovering, with notable growth in registrations in Italy and Spain, indicating a positive trend for Chinese motorcycle manufacturers [4]

本公司董事会及董事保证基金2025年第2季度报告所载资料不存在虚假记载、误导性陈述或重大遗漏， 并对其内容的真实性、准确性和完整性承担个别及连带责任。 中信建投基金管理有限公司旗下： 中信建投景和中短债债券型证券投资基金 中信建投医改灵活配置混合型证券投资基金 中信建投睿溢混合型证券投资基金 中信建投智信物联网灵活配置混合型证券投资基金 中信建投稳裕定期开放债券型证券投资基金 中信建投稳利混合型证券投资基金 中信建投睿信灵活配置混合型证券投资基金 中信建投凤凰货币市场基金 中信建投聚利混合型证券投资基金 中信建投添鑫宝货币市场基金 中信建投稳悦一年定期开放债券型发起式证券投资基金 中信建投中证500指数增强型证券投资基金 中信建投稳丰63个月定期开放债券型证券投资基金 中信建投医药健康混合型证券投资基金 中信建投智享生活混合型证券投资基金 中信建投睿利灵活配置混合型发起式证券投资基金 中信建投稳祥债券型证券投资基金 中信建投行业轮换混合型证券投资基金 中信建投策略精选混合型证券投资基金 中信建投价值甄选混合型证券投资基金 中信建投稳泰一年定期开放债券型发起式证券投资基金 中信建投量化进取6个月持有期混合型证券 ...

Core Viewpoint - The evaluation results of the securities companies' practice quality for the second quarter of 2025 have been released, highlighting significant changes in the rankings of the top ten firms, with Shenwan Hongyuan taking the lead [1][2]. Group 1: Evaluation Results - A total of 103 securities firms were evaluated, with Shenwan Hongyuan scoring 149.30 to rank first [1][2]. - The top ten firms also include Guotou Securities, Dongxing Securities, CITIC Jianan, CITIC Securities, Kaiyuan Securities, Guotai Junan, Guosen Securities, Huatai Securities, and Galaxy Securities [1][2]. - Compared to the first quarter, Shenwan Hongyuan rose from sixth to first place, while Guotai Junan entered the top ten after merging [2]. Group 2: Business Performance - In the area of sponsorship business quality scores at the Beijing Stock Exchange, Shenwan Hongyuan, Guotou Securities, and Dongxing Securities tied for first with a score of 16 [2]. - In the M&A business quality scores, Shenwan Hongyuan and Dongxing Securities both scored over 12 [2]. - In market-making business quality, CITIC Securities led with a score of 4.92 [2]. Group 3: Compliance Issues - Six securities firms were recorded with negative practice quality behaviors, involving issues in information disclosure and compliance [3]. - Specific penalties included public reprimands, warning letters, and requests for written commitments from involved parties [3]. - A case highlighted involved a company failing to disclose accurate sales agreements, leading to warnings for both the company and its sponsor [3]. Group 4: Information Disclosure Standards - In the first half of 2025, the Beijing Stock Exchange received applications from 115 companies for public offerings, with 6 successfully listed, raising a total of 1.923 billion yuan [4]. - The exchange emphasized the importance of accurate and complete information disclosure, warning that errors could lead to regulatory actions [5]. - The standards for listing have not changed, and companies must meet all requirements to apply for public offerings [4][5].