Core Viewpoint - Nord Shares (600110.SH) experienced a significant stock price increase of 105.13% from June 16 to June 26, which raised concerns about abnormal trading behavior and potential risks of overheating in trading [1][2]. Group 1: Stock Performance and Financials - The stock price of Nord Shares reached 7.2 yuan, with a market capitalization of 12.493 billion yuan [1]. - The company reported a revenue of 5.277 billion yuan for 2024, reflecting a year-on-year growth of 15.44%, but incurred a net loss of 352 million yuan [2]. - In the first quarter of 2025, the revenue was 1.409 billion yuan, with a net loss of 38 million yuan [2]. Group 2: Business Operations and Market Position - Nord Shares specializes in the research, production, and sales of electrolytic copper foil for lithium-ion batteries, with a minimal contribution of less than 1% of its revenue coming from solid-state battery applications [2]. - The company is developing double-sided nickel-plated copper foil, which is compatible with semi-solid and solid-state battery technologies, but the business remains in its early stages and faces intense market competition [2]. Group 3: Regulatory and Compliance Issues - The company is under investigation by the China Securities Regulatory Commission (CSRC) for potential violations related to information disclosure and undisclosed related-party transactions [3][4]. - Nord Shares has been cooperating with the CSRC during the investigation and has not yet received conclusive opinions or decisions regarding the matters under investigation [3]. - The company is currently verifying whether its actual controllers and directors have undisclosed related-party relationships with Hongtian Shares and is urging relevant parties to clarify any potential connections [5].

Market Overview - The market experienced a broad decline after a previous day of enthusiasm, leading to discussions about the differences between past market cycles, particularly the short-lived bull market of September 24 and the conditions surrounding June 24 [1][3] - The banking sector has shown resilience, achieving nine consecutive days of gains, indicating a potential localized bull market despite overall market fluctuations [1][3] Market Sentiment - The notion that a bear market has begun due to a drop in the securities sector is questioned, suggesting that market dynamics are more complex and that understanding market rhythm is crucial for profitability [3][5] - The presence of a significant number of stocks still performing well, particularly in sectors like solid-state batteries and military technology, indicates that the market is not uniformly weak [5][6] Trading Data - Today's trading data shows a buy volume of 437, while sell volume was 443, indicating a slight imbalance but not a definitive trend towards a bear market [4] - The number of stocks hitting the daily limit up was 46, while the limit down was only 12, suggesting that bullish sentiment remains in certain sectors [4][6] Sector Analysis - The RWA (Real World Assets) theme has emerged, linked to the concept of tokenization, reflecting market interest in blockchain-related assets [5][6] - The solid-state battery sector has seen significant activity, with multiple stocks reaching their daily limit up, indicating strong investor interest and potential for growth [5][6] Conclusion - Overall, while there are signs of market weakness, particularly in the securities sector, there are also strong performances in specific industries, suggesting a more nuanced market environment where localized bull trends may still exist [1][3][5]

Group 1 - Great Wall Military Industry's stock has experienced a significant price increase, with a market-to-book ratio of 8.19, higher than the industry average of 4.69 [1] - Jida Zhengyuan's shareholder plans to reduce holdings by up to 1.37 million shares, representing 0.73% of the total share capital [2] - Guosheng Financial's stock price has deviated significantly, but the company reports no major changes in its operations or environment [3] Group 2 - Yintai's stock has seen a price increase of over 20% in two consecutive trading days, with a minor revenue contribution from selling related products [4] - Nord's stock price has surged by 100% over nine trading days, indicating potential trading overheating risks [5] - Beifang Navigation's executives have reduced their holdings in accordance with previously announced plans [6] Group 3 - Ningbo Huaxiang's subsidiary has signed a contract to produce biped robots for Shanghai Zhiyuan, which may positively impact future business expansion [8] - Fuguang's major shareholder plans to reduce holdings by up to 3% of the total share capital due to personal funding needs [9] - Xiangcai's stock has shown significant price deviation, but the company confirms no undisclosed major issues [10] Group 4 - Songyang Resources is planning a potential change in control, leading to a temporary suspension of its stock [11] - Dalian Heavy Industry expects a net profit increase of 11.12%-18.92% for the first half of 2025, driven by a 6% revenue growth [12] - Fuguang's major shareholder is set to reduce holdings by up to 3% of the total share capital [13] - Huate Dain's major shareholder plans to increase holdings by 1.85%-3.70% of the total share capital, reflecting confidence in the company's future [14]

证券代码：600110 证券简称：诺德股份 公告编号：临 2025-047 诺德新材料股份有限公司 关于上海证券交易所对公司2024年年度报告的 信息披露监管问询函的部分回复公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 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 担法律责任。 诺德新材料股份有限公司（以下简称"诺德股份"或"公司"） 于 2025 年 5 月 29 日收到上海证券交易所（以下简称"上交所"）出 具的《关于诺德新材料股份有限公司 2024 年年度报告的信息披露监 管问询函》（上证公函【2025】0703 号）（以下简称"监管问询函"）， 收函后，公司第一时间就监管问询函中所提的问题逐项进行了认真分 析及反复核实。现将相关回复具体内容公告如下： 问题 1、关于实控人、董事被立案调查。根据披露，因涉嫌未按 规定披露关联交易等违法违规行为，公司实控人陈立志、董事许松青 被中国证监会立案调查。结合本所上市公司江苏洪田科技股份有限公 司(以下简称洪田股份)披露的 2024 年年报及相关公告，公司与洪田 股份开展的交易可能构成关联交易，公司涉嫌关联交易信息披露违规。 请公 ...

诺德新材料股份有限公司 2024 年年度报告信息披露 监管问询函核查意见 德皓函字[2025]00000068 号 【2025】0703号)奉悉。诺德股份董事会针对信息披露监管问询函所 提及的事项作出说明并提供相关证据资料,同时出具《关于诺德新材 料股份有限公司 2024 年年度报告的信息披露监管问询函的回复》, 我们就信息披露监管问询函中需要我们核查的事项进行了审慎核查, 现回复如下: 问题 1、关于实控人、董事被立案调查。根据披露,因涉嫌未按 规定披露关联交易等违法违规行为,公司实控人陈立志、董事许松青 被中国证监会立案调查。结合本所上市公司江苏洪田科技股份有限公 司(以下简称洪田股份)披露的 2024 年年报及相关公告,公司与洪田 股份开展的交易可能构成关联交易,公司涉嫌关联交易信息披露违规。 请公司:(1) 补充披露公司实控人陈立志、董事许松青与洪田股 份及其控股股东、实控人是否存在应披露而未披露的关联关系或其他 利益安排,并自查是否存在其他应披露但未披露的关联交易:(2) 补 北京德皓国际会计师事务所(特殊普通合伙) Beijing Dehao International Certified Pub ...

| | 代码 | 名称 | 几天几板 涨停分析 | 价格 | 涨幅% | 换手率 | 成交额 | 首次涨停时间 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 002207 | 准油股份 | 10天7板 油气服务+订单增长+国企改 9.43 | | +10.04% | 47.17% | 10.42 Z | 14:02:57 | | 2 | 600113 | 浙江东日 | 8天6板 农批市场+特医食品+脑机接 27.83 | | +10.00% | 7.94% | 8.62 7 | 13:14:57 | | 3 | 601606 | 长城军工 | 7天6板 兵装重组概念+弹药武器装 24.55 | | +9.99% | 7.54% | 13.197 | 09:35:04 | | 4 | 603022 | 新闻联 | 5连板 包装一体化+光伏项目+股权 13.66 | | +9.98% | 1.43% | 3916.94万 | 09:25:02 | | 5 | 003029 | 吉大正元 | 4连板 数字货币+跨境支付+蚂蚁金 34. ...

证券代码：600110 证券简称：诺德股份 公告编号：临 2025-046 诺德新材料股份有限公司 股票交易严重异常波动公告 重要内容提示： 诺德新材料股份有限公司（以下简称"公司"）股票价格于 2025 年 6 月 16 日至 2025 年 6 月 26 日连续 9 个交易日内日收盘价格涨幅偏离值累计达到 100%。根据《上海证券交易所交易规则》的相关规定，属于股票交易严重异常波 动情形。 经公司自查并向公司控股股东、实际控制人书面函证核实，截至本公告 日，公司、公司控股股东及实际控制人不存在应披露而未披露的重大信息。 重大风险提示： 1、公司近期发现有市场投资者将公司列入"固态电池"概念，就该情况， 公司做出以下说明：2025 年，公司推出了双面镀镍铜箔，目前已适配半固态/固 态电池技术。目前公司自主研发的材料已小批量送样到头部电池企业测试。公司 铜箔业务应用于固态电池领域的收入占公司总营业收入不足 1%，对公司整体业 绩的贡献较小，尚未形成规模经济效益，且该业务领域市场竞争激烈，未来存在 不确定性，敬请广大投资者注意相关风险。 2、公司股票于 2025 年 6 月 16 日至 2025 年 6 月 26 ...

智通财经6月26日电，诺德股份(600110.SH)公告称，公司股票价格连续9个交易日内日收盘价格涨幅偏 离值累计达到100%，属于股票交易严重异常波动情形。经核实，公司、控股股东及实际控制人不存在 应披露而未披露的重大信息。公司股价涨幅远超行业平均水平及可比公司，存在交易过热风险。公司未 发现其他可能影响股价的重大事件，董事、高管及控股股东在异常波动期间无买卖公司股票行为。 诺德股份：股价涨幅远超行业平均水平及可比公司 存在交易过热风险 ...

Group 1 - The solid-state battery industry is experiencing significant market interest, with A-share related companies seeing substantial stock price increases, particularly Nord Shares, which has risen by 116.87% in June [2][5] - Nord Shares has achieved seven consecutive trading limits but showed signs of market divergence on June 26, with high trading volume and turnover rates [2] - Despite the optimistic long-term outlook for solid-state batteries, many companies in the sector, including Nord Shares, exhibit speculative characteristics, with several still reporting losses [5][6] Group 2 - Nord Shares has seen a decline in net profit, with projections indicating a potential loss in 2024, marking the first loss in five years, and its gross margin has dropped to single digits [6] - The company has faced high levels of negative public sentiment in 2024, primarily due to financial losses and regulatory investigations related to information disclosure violations [8] - Despite these challenges, Nord Shares' stock price has surged, attributed to the excitement surrounding solid-state battery technology, although its revenue from this segment remains minimal [9] Group 3 - The solid-state battery industry is witnessing a series of catalytic events, with multiple significant conferences scheduled globally, indicating a shift from laboratory research to industrialization [10][11] - Key industry players, including Changan Automobile and SAIC Group, have set 2027 as a critical milestone for the commercialization of solid-state batteries, with ambitious production and performance targets [15] - The industry is expected to transition from semi-solid to fully solid-state applications, with advancements in energy density and performance metrics anticipated between 2026 and 2028 [14]

Core Viewpoint - The stock market in Shanghai and Shenzhen experienced a decline on June 26, with a notable performance in the tourism, hotel, and military equipment sectors, while the biopharmaceutical and semiconductor sectors faced significant losses [1] Group 1: Market Overview - Both Shanghai and Shenzhen stock markets saw a drop, with trading volume remaining relatively stable [1] - The tourism and hotel sectors, along with military equipment, showed the highest gains, while biopharmaceuticals and semiconductors recorded the largest declines [1] Group 2: Top Stocks - The top-performing stocks included Nord Shares, Hengbao Shares, Shandong Molong, and Zhun Oil Shares, with Zhun Oil Shares reaching a limit-up [2] - Notable declines were observed in Hai Lian Jin Hui and Xingye Shares, with the latter experiencing a significant drop [2] Group 3: Individual Stock Analysis - **Nord Shares**: Experienced a high opening and briefly reached the limit-up before closing with a gain of 4.96%. The stock's recent activity is linked to its involvement in solid-state battery concepts and successful development of ultra-thin lithium copper foil products [3] - **Zhun Oil Shares**: After opening lower, the stock reversed its trend and closed at the limit-up. The company specializes in oil technology services and is the only firm in Xinjiang providing comprehensive monitoring and technical services for shale gas [4] - **Hai Lian Jin Hui**: Opened high but saw a significant decline, closing down 3.32%. The company is involved in internet finance, focusing on internet payment services and partnerships with financial institutions [5][7]