Market Overview - On June 23, the total trading volume of the Shanghai and Shenzhen stock markets reached 1.12 trillion yuan, an increase of 54.9 billion yuan compared to the previous trading day [1] - Sectors that saw significant gains included military equipment restructuring, cross-border payments, port shipping, military information technology, and oil and gas extraction, while a few sectors like liquor experienced declines [1] Stock Performance - Notable stocks with significant price increases included: - Shandong Molong (002490) +9.97% at 7.72 yuan, benefiting from shale gas and oil equipment [2] - Junyou Co. (002207) +9.98% at 10.58 yuan, driven by oil and gas and order growth [2] - Nord Co. (600110) +10.10% at 5.67 yuan, linked to solid-state battery materials [2] - Yong'an Pharmaceutical (005362) +10.00% at 65.62 yuan, associated with taurine and functional beverages [2] - Longcheng Military Industry (601606) +10.02% at 20.20 yuan, related to military equipment restructuring [2] Trading Dynamics - The top three net purchases on the Dragon and Tiger list were Jinlongyu, Hengbao Co., and Rongfa Nuclear Power, with net purchases of 227 million yuan, 221 million yuan, and 163 million yuan respectively [5] - The top three net sales were Keheng Co., Anni Co., and Haike New Source, with net sales of 200 million yuan, 126 million yuan, and 108 million yuan respectively [6] Sector Highlights - The oil and gas sector showed strong performance with Shandong Molong achieving a seven-day consecutive rise and Junyou Co. a six-day rise [3] - Solid-state battery concept stocks like Nord Co. and Yong'an Pharmaceutical also demonstrated strong upward momentum [3] Institutional Activity - In the Dragon and Tiger list, stocks with significant institutional net purchases included: - Microchip Bio (688321) +15.63% with a net purchase of 86.74 million yuan [8] - Shenzhou Cell (688520) +16.66% with a net purchase of 46.02 million yuan [8] - Dazhi Co. (002213) +10.00% with a net purchase of 21.39 million yuan [8] Key Company Updates - Jinlongyu reported a trading increase of +10.01% with a turnover of 1.47 billion yuan, indicating strong market interest [10] - Hengbao Co. also saw a trading increase of +10.00% with a turnover of 4.41 billion yuan, reflecting robust demand in the digital currency and fintech sectors [14] - Rongfa Nuclear Power experienced a trading increase of +10.01% with a turnover of 293.8 million yuan, highlighting its role in the nuclear energy sector [19]

6月23日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者参 考。 【品大事】 嘉澳环保：涉嫌信息披露违法违规 收到证监会立案告知书 嘉澳环保公告称，公司于近日收到中国证监会的《立案告知书》，公司涉嫌信息披露违法违规，证监会 决定对公司立案。目前公司日常经营秩序正常，各项业务活动有序开展。前期，公司于2024年8月16日 收到浙江证监局《关于对浙江嘉澳环保科技股份有限公司及相关责任人员采取出具警示函措施的决 定》，指出公司子公司存在在建工程未按规定转固定资产的情况，导致公司相关年度报告披露不准确。 华升股份：拟购买易信科技100%股份 股票复牌 华升股份公告称，公司正在筹划发行股份及支付现金购买深圳易信科技股份有限公司100%股份，并向 公司控股股东湖南兴湘投资控股集团有限公司发行股份募集配套资金事项。截至本公告日，本次交易涉 及的审计、评估工作尚未完成，公司董事会决定暂不召开股东会审议本次交易事项。公司股票将于6月 24日（星期二）开市起复牌。 4连板长城军工：控股股东及实际控制人等无正在筹划涉及长城军工的重大资产重组等重大事项 国投中鲁：拟购买电子院控股权 股票停牌 国投中 ...

证券代码：600110 证券简称：诺德股份 公告编号：临 2025-044 诺德新材料股份有限公司 股票交易风险提示公告 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"公司"）股票价格于 2025 年 6 月 16 日、2025 年 6 月 17 日和 2025 年 6 月 18 日连续三个交易日内日收盘价格涨幅偏 离值累计达到 20%，公司于 2025 年 6 月 19 日披露了《诺德新材料股份有限公司 股票交易异常波动公告》（公告编号：临 2025-041）。2025 年 6 月 19 日，公司 股票再次以涨停价收盘，公司于 2025 年 6 月 20 日披露了《诺德新材料股份有限 公司股票交易风险提示公告》（公告编号：临 2025-042）。公司股票价格于 2025 年 6 月 19 日和 2025 年 6 月 20 日连续两个交易日内日收盘价格涨幅偏离值累计 达到 20%，公司于 2025 年 6 月 21 日披露了《诺德新材料股份有限公司股票交易 异常波动公告》（公告编号：临 20 ...

Group 1 - Nord Co. announced that its revenue from copper foil business applied in solid-state battery field accounts for less than 1% of total revenue, indicating minimal impact on overall performance [1] - The company has launched double-sided nickel-plated copper foil suitable for semi-solid/solid-state battery technology, with small batch samples sent to leading battery companies for testing [1] - The competitive landscape in the solid-state battery market is intense, and future contributions from this business area remain uncertain [1] Group 2 - Saiwu Technology reported the completion of a share reduction plan by Yinhang Investment, which reduced its holdings by 13.09 million shares, representing 2.99% of the total share capital [2] - The reduction price ranged from 8.44 yuan to 10.80 yuan per share, totaling 122 million yuan, indicating significant recent stock price volatility [2] - This share reduction may influence market sentiment, and investors should monitor the subsequent stock price trends [2] Group 3 - Roma Technology faced a large-scale revocation of 3C certifications for its fast-charging power banks, leaving only a few certifications related to chargers and sockets [3] - The revocation suggests potential issues with product quality or compliance, which could affect consumer trust in the company's products [3] - Investors should pay attention to the implications for the company's reputation and market share, as well as how the company addresses this challenge [3]

Core Viewpoint - The article discusses the current state and future directions of the solid-state battery industry, particularly focusing on the innovations in current collectors and the challenges faced in achieving commercial viability. It highlights the complexity of transitioning from traditional materials to advanced solutions that meet the demands of next-generation battery technologies [1][18][20]. Group 1: Current Trends in Solid-State Battery Technology - The enthusiasm for sulfide solid-state batteries is high, with the industry claiming it has entered the "last mile" of commercialization [1]. - The innovation in current collectors has shifted from traditional attributes to more complex requirements such as 3D structures, high-temperature resistance, and corrosion resistance [1][5]. Group 2: Challenges in Material Performance - The chemical corrosion of copper by sulfide electrolytes and the volume expansion of silicon-based and lithium metal anodes are significant bottlenecks for solid-state battery technology [2]. - The introduction of nickel-plated copper foil by Nord Co. aims to address these challenges, providing a solution that balances performance and cost [3][5]. Group 3: Innovations in Current Collector Design - The development of 3D metal mesh current collectors using materials like foam copper and foam nickel is a promising direction, providing buffer space for high-expansion anodes and reducing local current density [9][10]. - The exploration of porous carbon-based current collectors represents a cutting-edge approach, aiming to eliminate metal while achieving high corrosion resistance and low mass density [11][12]. Group 4: Manufacturing Process Challenges - The introduction of dry electrode processes presents challenges for traditional current collectors, necessitating innovations that ensure strong adhesion between the dry film and the current collector [14][17]. - Equipment companies are leading the way in proposing solutions, such as the "dry powder direct coating technology," which alters the traditional manufacturing process [15][19]. Group 5: Industry Dynamics and Future Outlook - The article emphasizes the multi-dimensional challenges faced by the industry, including material performance competition and manufacturing process compatibility [17][20]. - The ongoing innovation race in current collectors reflects the industry's need for solutions that balance performance, cost, and reliability, with no clear leader emerging yet [18][20].

Core Viewpoint - Jiangsu Hongtian Technology Co., Ltd. has received an inquiry letter regarding its 2024 annual report, focusing on related party transactions and financial performance discrepancies [1]. Group 1: Related Party Transactions - The company reported related sales to Nord New Materials Co., Ltd. amounting to 426 million, 406 million, and 263 million in the last three years, representing 12%, 18%, and 29% of total annual sales respectively, indicating a continuous growth in related sales scale [1]. - The average selling price of lithium foil machines and cathode rollers sold to Nord is over 40% higher than those sold to non-related parties [1]. - The company has been asked to clarify the pricing basis, gross margins, costs, and expense composition of related sales, and whether the high pricing of related sales is fair [1]. Group 2: Financial Performance - The company reported operating revenues of 2.19 billion, 2.24 billion, and 1.37 billion over the last three years, with cash inflows from operating activities of 1.09 billion, indicating a significant gap between cash inflows and operating revenues [1]. - The net cash ratio for the last three years was 0.60, 0.02, and 0.21, with a cumulative net profit discrepancy of 336 million compared to net cash flow from operating activities [1]. - The company is required to explain the reasons for the significant difference between cash inflows and operating revenues, and whether there are any long-term unsettled transactions with Nord [1].

Group 1 - Nord Shares' revenue from copper foil business in solid-state battery applications accounts for less than 1% of total revenue, indicating limited contribution to overall performance and significant market competition [1] - Hainan Huatie clarifies that it does not engage in stablecoin business and has not reached any formal cooperation agreements with Ant Group regarding RWA [2] - Great Wall Military Industry reports normal production and operational activities despite a 37.06% stock price increase over four trading days [3] Group 2 - Huyou Pharmaceutical receives approval for clinical trials of injection HY0001a, a first-in-class innovative biological product for treating advanced solid tumors [4] - Changshan Pharmaceutical obtains approval for clinical trials of Aibennapeptide injection for weight loss indications, which acts as a GLP-1 receptor agonist [5] - Guangting Information signs an investment cooperation agreement to establish a digital automotive innovation laboratory, aimed at enhancing R&D capabilities in smart connected vehicles [6] Group 3 - Heng Rui Pharmaceutical receives six clinical trial approvals for various drug candidates, with total R&D investments ranging from approximately 1.43 billion to 11.7 billion yuan [7][8] - Lvtong Technology faces significant impact on its U.S. business due to a 119.33% anti-dumping duty on low-speed passenger vehicles, with U.S. revenue accounting for 29.14% of total revenue in 2024 [9] - *ST Jinguang receives a decision to terminate its stock listing, with the last trading date expected to be July 18, 2025 [10] Group 4 - Ningbo Huaxiang anticipates a net loss of 273 million to 369 million yuan for the first half of 2025, primarily due to the one-time impact of European business divestiture [11] - China State Construction reports a total of 18,412 billion yuan in new contracts signed from January to May, reflecting a year-on-year growth of 1.7% [12] - Guosheng Technology signs a 1.043 billion yuan sales contract for photovoltaic components, expected to positively impact future operating performance [13] - Zhejiang Jiaokao's subsidiary is expected to win a bid for a 1.897 billion yuan national highway reconstruction project [14]

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 19 日和 2025 年 6 月 20 日连续两个交易日内日收盘价格涨幅偏离值累计达到 20%。根据上海证券交易所的相关规定，属于股票交易异常波动情形。 公司股票价格于 2025 年 6 月 16 日、2025 年 6 月 17 日和 2025 年 6 月 18 日连续三个交易日内日收盘价格涨幅偏离值累计达到 20%，公司于 2025 年 6 月 19 日披露了《诺德新材料股份有限公司股票交易异常波动公告》（公告编号：临 2025-041）。2025 年 6 月 19 日，公司股票再次以涨停价收盘，公司于 2025 年 6 月 20 日披露了《诺德新材料股份有限公司股票交易风险提示公告》（公告编号： 临 2025-042）。 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。 一、股票交易异常波动的具体情况 证券代码：600110 证券简称：诺德股份 公告编号：临 2025-043 诺德新材料股份有限公司 股票交易异常波动公告 本公司董事会 ...

4月22日公司发布的一季报数据显示，一季度公司共实现营业收入14.09亿元，同比增长34.29%，实现净 利润-3767.23万元。（数据宝） 诺德股份6月20日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 华泰证券股份有限公司天津东丽开发区二纬路证券营业 部 | 4124.07 | | | 买二 | 国泰海通证券股份有限公司上海静安区新闸路证券营业 部 | 3183.68 | | | 买三 | 东方证券股份有限公司厦门仙岳路证券营业部 | 3006.21 | | | 买四 | 华林证券股份有限公司北京分公司 | 2841.54 | | | 买五 | 湘财证券股份有限公司西安沣惠南路证券营业部 | 1467.53 | | | 卖一 | 沪股通专用 | | 3383.97 | | 卖二 | 国盛证券有限责任公司南昌桃花路证券营业部 | | 1505.00 | | 卖三 | 华鑫证券有限责任公司深圳财富大厦证券营业部 | 1476.50 | | --- | --- | --- ...

Core Viewpoint - The company, Nord Co., has been associated with the "solid-state battery" concept by market investors, prompting the company to clarify its position regarding this association [1] Group 1: Company Developments - In 2025, the company plans to launch a double-sided nickel-copper foil that is compatible with semi-solid and solid-state battery technologies [1] - The company has sent small batches of its self-developed materials to leading battery enterprises for testing [1] Group 2: Financial Impact - Revenue from the company's copper foil business related to solid-state batteries accounts for less than 1% of its total operating income, indicating a minimal contribution to overall performance [1] - The business in the solid-state battery sector has not yet achieved economies of scale, suggesting limited financial impact at this stage [1] Group 3: Market Conditions - The solid-state battery market is characterized by intense competition, leading to future uncertainties for the company in this sector [1]