Group 1 - The rumor of Federal Reserve Chairman Powell being fired by Trump caused significant market fluctuations, with a drop in U.S. stocks and a rise in gold and Bitcoin prices [1][3] - After Trump denied the rumors, U.S. stocks rebounded, with the S&P 500 rising by 0.32%, the Dow Jones by 0.53%, and the Nasdaq by 0.26% [1] - The 2-year U.S. Treasury yield fell by over 7 basis points during the rumor but narrowed its decline after the denial [3] Group 2 - Tesla's stock increased by 3.5% as the Model Y L is set to be delivered this fall [2] - Chip stocks experienced mixed results, with AMD rising by 3% while ASML fell by over 8% [2] - The Nasdaq Golden Dragon China Index fell by 1.41%, with notable movements in Chinese concept stocks [2] Group 3 - The U.S. House Financial Services Committee Chairman stated that there are enough votes to push forward a stablecoin bill [5] - The CEO of a major U.S. bank indicated plans to collaborate with some stablecoin projects [6] Group 4 - Major developments in China's economic policies include initiatives to boost consumption and regulate the electric vehicle industry [9][10] - The Henan provincial government has introduced policies to support mergers and acquisitions for listed companies [10] Group 5 - The tungsten market continues to see price increases, with black tungsten concentrate prices rising by 25% since the beginning of the year [21] - The Ministry of Natural Resources has reduced the tungsten mining quota for 2024 and 2023, indicating tighter supply conditions [21] Group 6 - MiniMax is nearing completion of a new financing round of approximately $300 million, with a post-financing valuation exceeding $4 billion [19] - The company is reportedly seeking an A-share listing, reflecting its commercial potential in the AI sector [19] Group 7 - The Beijing Economic Development Zone has launched a special fund to support 6G technology development, with a maximum funding of 30 million yuan for qualifying enterprises [20] - The initiative aims to establish a leading 6G innovation development area by 2030 [20]

Group 1 - The technology growth and AI sectors, which have undergone sufficient adjustments, are expected to see elastic improvements supported by performance [1][11] - The U.S. stock market showed a rebound with the Dow Jones up 0.53%, Nasdaq up 0.25%, and S&P 500 up 0.32% [4] - Major tech stocks exhibited mixed performance, with Tesla rising 3.5% and Google, Apple, and Nvidia also gaining, while Meta Platforms and Amazon saw declines [4] Group 2 - Goldman Sachs reported Q2 revenue of $14.583 billion, down 28.65% year-on-year, but net profit increased by 22.35% to $3.723 billion [4] - Bank of America experienced a 6.12% decline in Q2 revenue to $34.066 billion, with net profit rising 10.82% to $7.396 billion [4] - Morgan Stanley's Q2 revenue increased by 6.48% to $13.748 billion, with net profit up 26.47% to $4.315 billion [4] Group 3 - The U.S. Producer Price Index (PPI) showed a year-on-year increase of 2.3%, better than market expectations, with no month-on-month change in June [5] - The National Energy Administration reported a record national peak electricity load of 1.506 billion kilowatts, an increase of 0.55 billion kilowatts from the previous year [7] - The Ministry of Industry and Information Technology announced new vehicle product listings, including Tesla's new electric model [7] Group 4 - Pingming Technology expects a net profit increase of 231.79% to 302.89% for the first half of 2025, driven by growth in construction information software revenue and cost control [9] - Taiji Group plans to repurchase shares worth between 80 million and 120 million yuan, with a maximum repurchase price of 28.03 yuan per share [10] - Huayuan Holdings intends to repurchase shares worth between 20 million and 40 million yuan for employee stock ownership plans, with a maximum price of 12.28 yuan per share [11]

Core Viewpoint - The company plans to repurchase shares through a centralized bidding process, with a total amount between 80 million yuan and 120 million yuan, aimed at reducing registered capital and enhancing shareholder value [1][4][10]. Summary by Relevant Sections Repurchase Plan Details - The repurchase amount is set between 80 million yuan (inclusive) and 120 million yuan (inclusive) [1][4]. - The funding source for the repurchase will be the company's own funds or self-raised funds [1][4]. - The maximum repurchase price is capped at 28.03 yuan per share, which is not higher than 130% of the average trading price over the previous 30 trading days [1][7]. - The shares repurchased will be fully canceled to reduce the company's registered capital [1][4][8]. - The repurchase will occur within 12 months from the date the shareholders' meeting approves the plan [1][3]. Shareholder and Management Plans - As of the board resolution date, there are no plans for share reduction by directors, supervisors, major shareholders, or actual controllers in the next 3 to 6 months [2][9]. - The company will ensure compliance with legal disclosure obligations if any share reduction plans arise in the future [2][9]. Implementation Procedures - The board of directors approved the repurchase plan on July 16, 2025, and it will be submitted for shareholder approval [3][4]. - The company will notify creditors and obtain their consent after the shareholders' meeting approves the repurchase plan [3][10]. Financial Impact Analysis - As of December 31, 2024, the company's total assets were 14.058 billion yuan, with current assets at 6.704 billion yuan and net assets attributable to shareholders at 3.492 billion yuan [8]. - The estimated funds required for the repurchase (at the upper limit of 120 million yuan) represent 0.85% of total assets, 1.79% of current assets, and 3.44% of net assets [8]. - The repurchase is not expected to adversely affect the company's daily operations, financial status, or future development [8][11]. Share Structure Changes - The total share capital before the repurchase is 556,890,744 shares, with the repurchase potentially reducing this by approximately 2,854,085 to 4,281,127 shares, representing 0.51% to 0.77% of the total share capital [4][5][6]. - The repurchase will not affect the company's listing status or control structure [8][11]. Authorization for Implementation - The board of directors will seek authorization from the shareholders' meeting to manage the repurchase process, including necessary adjustments to the plan [10].

Group 1 - Meidi Kai plans to acquire 100% equity of Haisholi and INNOWAVE VIETNAM for a total of 2 billion KRW, entering Samsung's supply chain and filling gaps in its ultra-thin optical film business [3] - Tuo Xin Pharmaceutical will invest 10 million CNY in Jiangsu Jinsan Biotechnology, acquiring a 1.75% stake, as Jinsan has successfully produced high-purity ergothioneine [4] - Zhejiang Energy Power reported a 4.48% increase in power generation to 78.848 billion kWh in the first half of the year, driven by rising electricity demand in Zhejiang province [5] Group 2 - Anker Innovation is researching overseas share issuance to enhance its global strategy and brand image, with no specific plan confirmed yet [6] - *ST Chuangxing announced a change in actual controller to Wang Xiangrong after a judicial auction of shares [7] - Hosheng Silicon Industry's controlling shareholder plans to transfer 5.08% of its shares for 2.634 billion CNY [8] Group 3 - Wuchan Zhongda's subsidiary plans to acquire 100% equity of South Taihu Technology for 1.457 billion CNY, aiming to strengthen its position in the cogeneration sector [9] - Postal Savings Bank intends to invest 10 billion CNY to establish a financial asset investment company, supporting technological innovation and private enterprises [10] - *ST Huawang plans to purchase 55.5% equity of Niwei Power for a total of approximately 6.01 billion CNY, focusing on the development of high-pressure fuel tank systems for hybrid vehicles [11] Group 4 - Tiande Yu expects a 50.89% increase in net profit to 152 million CNY in the first half of 2025, driven by growth in display driver chips [14] - Pinming Technology anticipates a net profit increase of 231.79% to 340 million CNY in the first half of 2025, attributed to growth in construction information software [15] - *ST Jinglun forecasts a loss of 19 to 22 million CNY in the first half of 2025, despite a 23.5% revenue increase [16] Group 5 - Jindi Co. signed an industrial project investment contract with the government for no less than 1.5 billion CNY to expand its market in Southwest China [17] - Baiyun Electric is expected to win a procurement project from the State Grid worth 164 million CNY [18] Group 6 - Fulei New Materials plans to reduce its stake by up to 1.33% through trading [19] - Yaxin Security's shareholders plan to collectively reduce their stake by up to 3% [20] - Zhongchong Co.'s controlling shareholder plans to reduce its stake by up to 1.5% [21] Group 7 - Huayuan Holdings intends to repurchase shares worth 20 to 40 million CNY for employee stock ownership plans [24] - Taiji Group plans to repurchase shares worth 80 to 120 million CNY, all for cancellation [25] Group 8 - Fengshen Co. plans to raise up to 1.1 billion CNY through a private placement for a tire expansion project [26] - Shangwei Co. plans to raise up to 1.144 billion CNY through a private placement to enhance its capabilities [27] - Shanggao Environmental plans to raise up to 718 million CNY through a private placement for working capital and debt repayment [28]

证券代码：600129 证券简称：太极集团 公告编号：2025-053 重庆太极实业（集团）股份有限公司 关于以集中竞价交易方式回购股份的预案 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、准确性和完整性依法承担法律责任。 ● 回购股份方式：以集中竞价交易方式回购。 ● 回购股份期限：自公司股东大会审议通过回购方案之日起 12 个月内。 ● 相关股东是否存在减持计划：经问询，截至审议本次回购股份 的公司董事会决议日，公司董监高、控股股东、持股 5%以上股东及实 际控制人未来 3 个月、未来 6 个月均无减持公司股份的计划。若前述 主体未来拟实施股份减持计划，相关方将严格按照有关法律、法规及 规范性文件的相关规定及时履行信息披露义务。 ● 相关风险提示： 1.本次回购股份方案尚须提交公司股东大会审议通过，如果股东 大会未能审议通过，将导致本次回购股份方案无法实施。 2.本次回购方案需通知债权人，可能存在公司无法满足债权人清 偿债务或提供担保进而导致回购方案难以实施的风险； 重要内容提示： ● 回购股份金额：不低于 8,000 万元（含）且不超过 12,00 ...

一、股东大会有关情况 1. 股东大会的类型和届次： 2025年第二次临时股东大会 | 股份类别 | 股票代码 | 股票简称 | 股权登记日 | | --- | --- | --- | --- | | Ａ股 | 600129 | 太极集团 | 2025/7/29 | 证券代码：600129 证券简称：太极集团 公告编号：2025-054 重庆太极实业（集团）股份有限公司 关于2025年第二次临时股东大会增加 临时提案的公告 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。 2. 股东大会召开日期：2025 年 8 月 6 日 3. 股权登记日 1. 提案人：太极集团有限公司 2. 提案程序说明 为提高决策效率，公司控股股东太极集团有限公司将《<关于以集中竞价交 易方式回购公司股份预案>的议案》作为临时提案提交公司 2025 年第二次临时股 东大会审议。上述议案已经公司第十届董事会第三十次会议审议通过，具体内容 详见公司同日在《中国证券报》《上海证券报》《证券时报》《证券日报》和上海 证券交易所网站（www.sse.com.cn）披 ...

Group 1 - The company, Taiji Group (600129), announced a plan to repurchase its shares through centralized bidding, with a total repurchase amount not less than 80 million yuan and not exceeding 120 million yuan [1] - The maximum repurchase price is set at 28.03 yuan per share, and the total number of shares expected to be repurchased ranges from 2.8541 million to 4.2811 million shares, which represents 0.51% to 0.77% of the company's total share capital [1] - All repurchased shares will be used for cancellation, thereby reducing the company's registered capital [1]

[Important Notice](index=1&type=section&id=Important%20Content%20Notice) This performance forecast applies to situations where profitability is achieved but net profit declines by more than 50% year-on-year - This performance forecast applies to situations where profitability is achieved and net profit declines by **more than 50%** year-on-year[2](index=2&type=chunk) Key Performance Indicators for H1 2025 Performance Forecast | Indicator | Estimated Amount (CNY million) | Year-on-Year Decrease (CNY million) | Year-on-Year Decrease (%) | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | 139.00 | 355.61 | 71.90% | | Net Profit Attributable to Shareholders (Excluding Non-Recurring Items) | 120.00 | 349.95 | 74.47% | [H1 2025 Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) This section details the company's preliminary financial estimates for the first half of 2025, indicating significant declines in net profit [Performance Forecast Period](index=1&type=section&id=(I)%20Performance%20Forecast%20Period) This performance forecast covers the period from January 1 to June 30, 2025 - The performance forecast period is from **January 1 to June 30, 2025**[3](index=3&type=chunk) [Performance Forecast Details](index=1&type=section&id=(II)%20Performance%20Forecast%20Situation) Preliminary estimates indicate a significant year-on-year decline of over **70%** in both net profit attributable to shareholders and non-recurring net profit for H1 2025 Detailed H1 2025 Performance Forecast Data | Indicator | Estimated Amount (CNY million) | Year-on-Year Decrease (CNY million) | Year-on-Year Decrease (%) | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | 139.00 | 355.61 | 71.90% | | Net Profit Attributable to Shareholders (Excluding Non-Recurring Items) | 120.00 | 349.95 | 74.47% | [Audit Status Explanation](index=1&type=section&id=(III)%20Unaudited%20Performance%20Forecast%20Data) The performance forecast data is unaudited, and investors should be aware of the associated risks - This performance forecast data has **not been audited** by a certified public accountant[3](index=3&type=chunk) [H1 2024 Comparative Performance Review](index=2&type=section&id=II.%20Prior%20Period%20Comparative%20Performance) This section provides a review of the company's financial performance for the first half of 2024, serving as a benchmark for comparison [Key Financial Indicators](index=2&type=section&id=(I)%20Total%20Profit%20Disclosed%20in%20H1%202024%20Report) The total profit, net profit attributable to shareholders, and non-recurring net profit for H1 2024 are disclosed as a comparative baseline Key Financial Indicators for H1 2024 | Indicator | Amount (CNY million) | | :--- | :--- | | Total Profit | 596.43 | | Net Profit Attributable to Shareholders | 494.61 | | Net Profit Attributable to Shareholders (Excluding Non-Recurring Items) | 469.95 | [Earnings Per Share](index=2&type=section&id=(II)%20Earnings%20Per%20Share) The earnings per share for the first half of 2024 are disclosed H1 2024 Earnings Per Share | Indicator | Amount (CNY/share) | | :--- | :--- | | Earnings Per Share | 0.89 | [Analysis of Main Reasons for Performance Decline](index=2&type=section&id=III.%20Main%20Reasons%20for%20Current%20Period%20Performance%20Decline) This section analyzes the primary factors contributing to the anticipated decline in the company's performance, including business operations and non-recurring items [Impact on Main Business Operations](index=2&type=section&id=(I)%20Impact%20on%20Main%20Business%20Operations) Sales of key products, including gastrointestinal cold, anti-infective, and cough remedies, declined year-on-year due to policy impacts and inventory digestion, leading to a **CNY 2.16 billion** decrease in H1 2025 revenue - Sales of main products, including gastrointestinal cold, anti-infective, and cough remedies, decreased year-on-year due to relevant policies and continuous social inventory digestion[5](index=5&type=chunk) - The company maintains strong R&D investment, enhances product secondary development and new product R&D, and actively promotes professional academic promotion, marketing reform, operational control, and strict shipment management to boost terminal sales[5](index=5&type=chunk) H1 2025 Operating Revenue Change | Indicator | Change Amount (CNY billion) | | :--- | :--- | | Year-on-Year Decrease in Operating Revenue | 2.16 | [Impact of Non-Recurring Gains and Losses](index=2&type=section&id=(II)%20Impact%20of%20Non-Recurring%20Gains%20and%20Losses) Non-recurring gains and losses are expected to impact net profit attributable to shareholders by **CNY 19 million**, a decrease of approximately **CNY 5.5 million** year-on-year Impact of Non-Recurring Gains and Losses on Net Profit | Indicator | Estimated Impact Amount (CNY million) | Year-on-Year Decrease (CNY million) | | :--- | :--- | :--- | | Non-Recurring Gains and Losses Impact | 19.00 | 5.50 | [Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) This section highlights that there are no significant uncertainties affecting the accuracy of the performance forecast content - The company confirms no significant uncertainties exist that would affect the accuracy of this performance forecast[6](index=6&type=chunk) [Other Explanatory Notes](index=2&type=section&id=V.%20Other%20Explanatory%20Notes) This section clarifies that the forecast data is preliminary and advises investors to exercise caution - The forecast data is preliminary, and the accurate financial figures will be based on the company's officially disclosed H1 2025 report[7](index=7&type=chunk) - Investors are advised to exercise caution regarding investment risks[7](index=7&type=chunk)

Core Points - The company held its 29th meeting of the 10th Board of Directors on July 7, 2025, where several key resolutions were passed, including the appointment of a new accounting firm and changes in board composition [1][2][3][4][5][6][7][8][9][10][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54][55][56][57][58][59][60][61][62][63][64][65][66][67][68][69][70][71] Group 1 - The company plans to change its accounting firm from Tianjian CPA to Lixin CPA for the 2025 financial report and internal control audit due to the expiration of the service term of the former firm [1][45][46] - The board approved the addition of a new director, Ms. Yu Xingyue, nominated by the controlling shareholder, with her term starting from the approval date by the shareholders' meeting [3][4][57][58] - The company intends to simplify its structure by canceling the indirect holding subsidiary, Hainan Taiji Pharmaceutical Import and Export Co., Ltd., to focus on its core business [5][62][63][64] Group 2 - The company will acquire 100% of the shares of Yuncheng Taiji Smart Traditional Chinese Medicine Co., Ltd. by purchasing the 90% and 10% stakes held by its subsidiaries for a nominal price of 1 yuan [6][31][32] - The company’s subsidiary, Taiji Group Chongqing Fuling Pharmaceutical Factory, will acquire 40% of Hainan Taiji Marine Pharmaceutical Co., Ltd. for 248,000 yuan, increasing its ownership from 60% to 100% [7][31][32] - The company has decided to cancel the supervisory board, transferring its responsibilities to the audit committee of the board, and will revise its articles of association accordingly [8][69][70]

Group 1 - The company held its 29th meeting of the 10th Board of Directors on July 7, 2025, with 11 out of 12 directors present, and the meeting was deemed legal and effective [1][2] - The company proposed to change its accounting firm from Tianjian Accounting Firm to Lixin Accounting Firm due to the expiration of the service term, which requires shareholder approval [1][2] - The company plans to supplement its board of directors by nominating Ms. Yu Xingyue, with her term starting from the approval date by the shareholders [2][6] Group 2 - The company intends to simplify its structure by liquidating its indirect subsidiary, Hainan Taiji Pharmaceutical Import and Export Co., Ltd., to focus on its core business [2][3] - The company will acquire 100% equity of Yuncheng Taiji Smart Traditional Chinese Medicine Co., Ltd. by purchasing shares from its subsidiaries for a nominal price of 1 yuan [3][4] - The company’s subsidiary, Chongqing Fuling Pharmaceutical Factory, will acquire 40% equity of Hainan Taiji Marine Pharmaceutical Co., Ltd. for 2.48 million yuan, increasing its ownership from 60% to 100% [4][5] Group 3 - The company approved the cancellation of the supervisory board and the revision of its articles of association, pending shareholder approval [5][6] - The company revised several governance documents, including the rules for shareholder meetings and board meetings, which will also be submitted for shareholder approval [5][6] - The company announced the convening of its second extraordinary general meeting of shareholders in 2025 [5][6]