Core Insights - On November 28, a total of 25 stocks were involved with institutional investors, with 16 showing net buying and 9 showing net selling [1] - The top three stocks with net buying by institutions were Xinjinlu, Nanguang Digital, and Wantong Development, with net buying amounts of 120.38 million, 102.66 million, and 98.32 million respectively [1][2] - The top three stocks with net selling by institutions were Rongji Software, Jiayuan Technology, and Annie Shares, with net selling amounts of 102.63 million, 78.76 million, and 33.53 million respectively [1][3] Institutional Buying Summary - Xinjinlu had a price increase of 5.65% with a net buying of 120.38 million [2] - Nanguang Digital experienced a price decrease of 4.00% with a net buying of 102.66 million [2] - Wantong Development saw a price drop of 7.38% with a net buying of 98.32 million [2] - Other notable stocks with institutional buying included Dongtian Micro (20.00% increase, 62.84 million net buying) and Aerospace Power (6.49% increase, 53.29 million net buying) [2] Institutional Selling Summary - Rongji Software had a price decrease of 0.99% with a net selling of 102.63 million [3] - Jiayuan Technology saw a price increase of 5.39% with a net selling of 78.76 million [3] - Annie Shares experienced a price drop of 1.38% with a net selling of 33.53 million [3] - Other stocks with significant institutional selling included Haixin Food (10.03% increase, 0.77 million net selling) and Zhongsheng Pharmaceutical (10.00% decrease, 15.58 million net selling) [3]

格隆汇11月28日｜昨日两连板涨停的万通发展（维权）(600246.SH)今日大跌7.38%，换手率18.69%，成交额47.1亿元。龙虎榜数据显示，一家机构位列买五 席位，买入9832万元；游资"量化基金"位列买二、买四席位，买入2.16亿元；"章盟主"位列卖二席位，卖出1.92亿元；"敢死队"位列卖五席位，卖出9036万 元。(格隆汇) | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | 1 | 沪股通专用 | 576次 44.10% | 9 | 17384.25 | 3.69% | | 2 | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 383次 44.91% | ▶ | 11160.47 | 2.37% | | 3 | 中国银河证券股份有限公司大连黄河路证券营业部 | 32次 50.00% | ▶ | 11057.13 | 2.35% | | 4 | 中信证券股份有限公司上海分公司 | 341次 43.11% | ▶ | 10451.36 | 2.22% | | 5 | 机构专用 | 16 ...

Group 1 - Guosheng Technology opened high at 1.23% after achieving 14 consecutive trading days with 9 limit-ups [1] - ZhiRui Co., a lithium battery sector stock, opened low at 4.00% after 16 consecutive trading days with 9 limit-ups [1] - Guangji Pharmaceutical, a flu prevention concept stock, opened low at 5.95% after 4 limit-ups [1] - Yue Wannianqing, another flu prevention stock, opened low at 9.33% after 2 limit-ups on the ChiNext board [1] - Jinfu Technology, involved in mergers and restructuring, opened with a limit-up after 4 limit-ups [1] - Maoye Commercial, a retail sector stock, opened high at 10.02% after 3 limit-ups [1] - Guangbai Co., another retail stock, opened low at 5.06% after 2 limit-ups [1] - New Jinlu, a quartz and minor metals stock, opened low at 3.42% after 3 limit-ups [1] - Wantong Development, a commercial aerospace concept stock, opened low at 1.08% after 2 limit-ups [1] - Zhongtian Rocket, another aerospace stock, opened high at 2.63% after 4 trading days with 2 limit-ups [1] - Xueqi Electric, a home appliance stock, opened high at 6.23% after 2 limit-ups [1]

Group 1: Market Insights - Morgan Stanley is optimistic about the Chinese stock market, raising the A-share rating to "overweight" due to multiple positive incremental drivers expected next year, such as broader applications of artificial intelligence and consumer stimulus measures [1] - The National Development and Reform Commission warns against the risk of oversaturation in the humanoid robot market, noting that the industry is growing at over 50% annually and is projected to reach a market size of 100 billion yuan by 2030 [2] - The State Administration for Market Regulation is enhancing anti-monopoly enforcement and promoting fair competition to create a market environment that stimulates the vitality of various business entities [3] Group 2: Company News - Moore Threads reported that online investors abandoned the subscription of 29,302 shares, which were fully underwritten by the sponsor, with a total subscription amount of 334.86 thousand yuan [3][4] - Dongxin Co. announced a strategic cooperation framework agreement with a leading domestic cloud computing service provider, focusing on areas such as domestic cloud desktop systems and digital twin solutions [4] - Huayang Group is indirectly supplying optical communication module components to NVIDIA through international clients [4] - Guofeng New Materials plans to acquire 46.26 million shares of Jinzhan Technology, with the Shenzhen Stock Exchange agreeing to resume the review of this transaction [4] - Hunan Gold's subsidiary obtained a mining license for tungsten, magnetite, and silver, with an annual production capacity of 990,000 tons [5] - Jereh Group signed a sales contract for generator sets for North American data centers, exceeding 100 million USD, marking a significant breakthrough in the high-end power market [7] - Saiwei Electronics experienced abnormal stock trading, with the National Integrated Circuit Fund reducing its holdings by 14.26 million shares, dropping below 5% ownership [8] - Fulei New Materials has completed multiple iterations of its self-developed "electronic skin" product and achieved bulk supply, transitioning from a material supplier to a smart sensing solution provider [9] - Tianpu Co. announced a suspension of trading due to significant stock price fluctuations, with a cumulative increase of 452% since August 22 [10] - FAW Jiefang plans to increase capital in its joint venture with CATL and Telda, totaling 412 million yuan, to enhance competitiveness in the new energy commercial vehicle sector [11] - Heng Rui Medicine received clinical trial approval for five drugs, including the anti-PD-L1 monoclonal antibody, with significant research and development investments [12]

证券代码：600246 证券简称：万通发展 公告编号：2025-091 敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票于 2025 年 11 月 26 日、11 月 27 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《上海证券交易所交易规则》的有关规定，属于 股票交易异常波动的情形。 北京万通新发展集团股份有限公司 股票交易异常波动公告 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。 重要内容提示： 北京万通新发展集团股份有限公司（以下简称"公司"或"上市公司"） 股票于 2025 年 11 月 26 日、11 月 27 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《上海证券交易所交易规则》的有关规定，属于股票交易 异常波动的情形。 经公司自查并向控股股东及其一致行动人等相关方核实，公司生产经营一 切正常，公司正稳步推进高效整合北京数渡信息科技有限公司（以下简称"数渡 科技"）等既定的转型发展战略，数渡科技尚处于亏损状态。公司于 2025 ...

Core Viewpoint - The company is steadily advancing its transformation strategy by integrating Shudao Technology, aiming to align the interests of core talents with long-term development goals through a restricted stock incentive plan [1] Group 1: Company Strategy - The company announced a draft summary of the 2025 Restricted Stock Incentive Plan on November 18, 2025, which requires approval from the shareholders' meeting [1] - The initiative is designed to encourage employees to focus on long-term goals and reduce short-term behaviors, thereby enhancing the market share of Shudao Technology's core products [1] Group 2: Financial Performance - Shudao Technology reported net losses attributable to the parent company of -62.57 million yuan for 2023, -137.88 million yuan for 2024, and -78.09 million yuan for the first three quarters of 2025, indicating a continued loss status [1] - There are risks associated with Shudao Technology's products not meeting market demand and intensified industry competition, which could lead to lower sales revenue or profit levels [1]

北京万通新发展集团股份有限公司 本公司监事会及全体监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。 证券代码：600246 证券简称：万通发展 公告编号：2025-090 监事会关于 2025 年限制性股票激励计划激励对象名单的公 示情况说明及核查意见 北京万通新发展集团股份有限公司（以下简称"公司"）于 2025 年 11 月 16 日召开第九届董事会第二十四次临时会议、第九届监事会第十八次临时会议， 审议通过《关于<北京万通新发展集团股份有限公司 2025 年限制性股票激励计划 （草案）>及其摘要的议案》等相关议案，并于 2025 年 11 月 18 日在上海证券交 易所网站（www.sse.com.cn）披露了相关公告。 根据《上市公司股权激励管理办法》（以下简称《管理办法》）等有关法律、 法规、部门规章、规范性文件以及《北京万通新发展集团股份有限公司 2025 年 限制性股票激励计划（草案）》（以下简称《激励计划（草案）》）的规定，公 司对 2025 年限制性股票激励计划（以下简称"本次激励计划"）激励对象名单 在北京数渡信息科技有限公司 ...

北京万通新发展集团股份有限公司 董事会薪酬与考核委员会关于 2025 年限制性股票激励计划 激励对象名单的公示情况说明及核查意见 证券代码：600246 证券简称：万通发展 公告编号：2025-089 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。 北京万通新发展集团股份有限公司（以下简称"公司"）于 2025 年 11 月 16 日召开第九届董事会第二十四次临时会议、第九届监事会第十八次临时会议， 审议通过《关于<北京万通新发展集团股份有限公司 2025 年限制性股票激励计划 （草案）>及其摘要的议案》等相关议案，并于 2025 年 11 月 18 日在上海证券交 易所网站（www.sse.com.cn）披露了相关公告。 根据《上市公司股权激励管理办法》（以下简称《管理办法》）等有关法律、 法规、部门规章、规范性文件以及《北京万通新发展集团股份有限公司 2025 年 限制性股票激励计划（草案）》（以下简称《激励计划（草案）》）的规定，公 司对 2025 年限制性股票激励计划（以下简称"本次激励计划"）激励对象名单 在北京数渡 ...

万通发展公告称，公司股票于2025年11月26日、27日连续两个交易日内日收盘价格涨幅偏离值累计达 20%，属异常波动。经自查，公司生产经营正常，正推进整合数渡科技战略，该公司尚处亏损。公司实 际控制人、董事长王忆会配合调查，董事会推举钱劲舟代行董事长职责。2023 - 2025年前三季度公司净 利润分别为 - 3.90亿元、 - 4.57亿元、 - 1980.02万元。控股股东及其一致行动人累计质押股份占总股本 33.03%，部分股份流拍，后续处置不确定。公司提示多项风险，提醒投资者理性投资。 ...

北京万通新发展集团股份有限公司 2025年第二次临时股东大会 会议资料 2025年12月3日 1 会 议 须 知 为维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证股东大 会的顺利进行，根据《中华人民共和国公司法》《上市公司股东会规则》及《公司章 程》等相关规定，特制定本须知，望出席本次股东大会的全体人员遵照执行。 一、会议按照法律法规、有关规定和《公司章程》的规定进行，参会人员应认真 履行法定义务，自觉维护会议秩序，不得侵犯其他股东的合法权益。 二、参会股东或股东代表应按照股东大会通知的要求办理会议登记手续，证明文 件不齐或手续不全的，谢绝参会。 三、为保证股东大会的严肃性和正常秩序，除依法出席会议的公司股东（或其授 权代表）、董事、监事、董事会秘书、高级管理人员、聘请的律师和董事会邀请参会 的人员外，公司有权依法拒绝其他人士入场。 四、现场参会股东或股东代表需在会议召开前半小时携带相关证件原件到会场办理 签到手续。股东参加股东大会，依法享有发言权、质询权、表决权等权利，参会股东 要求发言的应在签到时进行发言登记。 五、股东或股东代表发言及提问应按照主持人的安排进行。发言及提问前应先介 绍自己 ...