7月31日突破年线个股乖离率排名 证券时报·数据宝统计，截至今日上午10:29，上证综指3583.25点，收于年线之上，涨跌幅为-0.90%，A 股总成交额为8429.51亿元。到目前为止，今日有12只A股价格突破了年线，其中乖离率较大的个股有珠 海中富、振江股份、紫光股份等，乖离率分别为4.59%、2.51%、1.98%；亚华电子、拱东医疗、昆仑万 维等个股乖离率较小，刚刚站上年线。 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 000659 | 珠海中 | 5.09 | 4.36 | 2.76 | 2.89 | 4.59 | | | 富 | | | | | | | 603507 | 振江股 | 4.38 | 8.98 | 23.94 | 24.54 | 2.51 | | | 份 | | | | | | | 000938 | 紫光股 | 2.06 | 1.81 | 24.77 | 25.26 ...

证券代码：600246 证券简称：万通发展 公告编号：2025-063 北京万通新发展集团股份有限公司 关于部分已回购股份注销实施的公告 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。 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"）于 2025 年 5 月 23 日召开第九届董事会第十九次临时会议和第九届监事会第十五次临时会议， 并于 2025 年 6 月 13 日召开 2024 年年度股东大会，审议通过本次部分已回购股 份注销的相关事项。 本次注销的相关情况： | 已回购股份数量（股） | 注销股份数量（股） | | 注销日期 | | | | --- | --- | --- | --- | --- | --- | | 26,503,600 | 26,503,600 | 2025 | 年 7 | 月 | 30 日 | 一、本次部分已回购股份注销的决策程序 公司于 2025 年 5 月 23 日召开第九届董事会第十九次临时会议和第九届监事 会第十五次临时会议，并于 2025 年 6 月 13 日召开 2024 ...

Group 1: Economic Policies and Initiatives - The Chinese government announced a child-rearing subsidy plan, providing 3,600 yuan annually for each child until the age of three, starting from January 1, 2025 [1] - The Ministry of Industry and Information Technology emphasized the need to strengthen governance in key industries such as new energy vehicles and solar energy, aiming to eliminate outdated production capacity through enhanced standards [1] - The National Taxation Administration reported that during the 14th Five-Year Plan period, tax revenue is expected to exceed 155 trillion yuan, accounting for about 80% of total fiscal revenue, with a cumulative reduction in taxes and fees of approximately 10.5 trillion yuan [1] Group 2: Corporate Developments - WuXi AppTec reported a 20.64% year-on-year increase in revenue to 20.799 billion yuan for the first half of 2025, with a net profit growth of 101.92% to 8.561 billion yuan [1] - The company adjusted its full-year revenue guidance upward, now expecting total revenue between 42.5 billion and 43.5 billion yuan [1] - China National Chemical Corporation plans to acquire 100% equity of Nantong Xingchen, with stock resuming trading [7] Group 3: Market Trends - The total market capitalization of listed companies in China surpassed 90 trillion yuan, marking the highest point in nearly three years [1] - The Shanghai Municipal Economic and Information Technology Commission issued measures to expand the application of artificial intelligence, including a 600 million yuan subsidy for computing power [1] - The Hong Kong stock market will implement a reduction in the minimum price fluctuation for stocks starting August 4, aimed at lowering trading costs and improving efficiency [1]

Group 1 - The core point of the article is that Wantong Development (600246) has successfully recovered all overdue financial assistance from Source Photonics (Chengdu) Co., Ltd. after signing a settlement agreement [1] - As of July 25, 2025, Wantong Development's stock price increased by 6.8% to 7.22 yuan, with a market capitalization of 13.84 billion yuan, ranking 19th in the real estate development sector [1] - The company had previously provided a convertible bond loan of 50 million USD to Source Photonics (Chengdu) and initiated arbitration due to overdue repayments, which has now been resolved [1] Group 2 - The highest stock price during the week was 7.26 yuan, while the lowest was 6.68 yuan [1] - The total amount recovered from Source Photonics (Chengdu) through the settlement agreement was approximately 352 million yuan [1] - Following the settlement, the company withdrew its arbitration application and received a decision to dismiss the arbitration cases [1]

Financial Assistance Overdue and Arbitration Overview - The company has entered into a convertible bond investment agreement with Source Photonics (Chengdu) Co., Ltd., Source Photonics, LLC, and Source Photonics Holdings (Cayman) Limited [1] - The company provided a loan of USD 50 million in the form of convertible bonds to Source Photonics (Chengdu) [2] - As of May 31, 2025, Source Photonics (Chengdu) has only repaid USD 6.81 million of the principal and has not fully repaid the interest, leading to arbitration proceedings initiated by the company [2] Progress of Arbitration Related to Financial Assistance Overdue - On July 3, 2025, the company reached a settlement with the parties involved in the arbitration and received a total settlement amount of RMB 352,025,121.85 [3] - The company has fully recovered the overdue financial assistance from Source Photonics (Chengdu) [3] - Following the settlement, the company submitted a request to withdraw the arbitration, which was accepted by the Shenzhen International Arbitration Court [3]

经友好协商，公司与前述仲裁事项所涉及的相关方，就仲裁请求事项达成和 解，于 2025 年 7 月 3 日签署《关于万通可转债和万通投资之和解协议》（以下 证券代码：600246 证券简称：万通发展 公告编号：2025-062 北京万通新发展集团股份有限公司 关于对外提供财务资助逾期涉及提起仲裁的进展公告 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。 一、财务资助逾期涉及提起仲裁的概述 北京万通新发展集团股份有限公司（以下简称"公司"）于 2023 年 11 月 26 日召开第八届董事会第三十三次临时会议，审议通过《关于对外投资暨提供 财务资助的议案》。公司与索尔思光电（成都）有限公司（以下简称"索尔思成 都"）、Source Photonics, LLC（以下简称"索尔思美国"）以及 Source Photonics Holdings (Cayman) Limited（以下简称"索尔思光电"）签订《可转债投资协议》， 与 索 尔 思 光 电 签 订 《 Warrant To Purchase Certain Preferre ...

Group 1 - The company expects a net profit attributable to shareholders for the first half of 2025 to be between -33 million yuan and -22 million yuan, indicating a reduction in losses compared to the same period last year [1][2] - The previous year's net profit attributable to shareholders was -79.13 million yuan, with a total profit of -85 million yuan [1][2] - The company reported a decrease in losses compared to the previous year's range of -75 million yuan to -64 million yuan [1][2] Group 2 - The primary reason for the anticipated losses is the impact of macroeconomic factors, with market demand not showing significant improvement [2] - The fair value of the company's held convertible bonds increased, contributing to a reduction in net losses compared to the same period in 2024 [2] - The data provided is preliminary and the final financial figures will be disclosed in the official announcement [2]

[Current Period Performance Forecast (2025 Semi-Annual)](index=1&type=section&id=I.%E3%80%81Current%20Period%20Performance%20Forecast%20Situation) The company anticipates continued losses for H1 2025, with a narrower range of net loss attributable to shareholders and non-recurring adjusted net loss compared to the prior year 2025 Semi-Annual Performance Forecast | Indicator | Estimated Amount (RMB) | | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | -33 million to -22 million | | **Net Profit Attributable to Shareholders of Listed Company After Deducting Non-Recurring Gains and Losses** | -75 million to -64 million | - The performance forecast is unaudited by a certified public accountant[4](index=4&type=chunk) [Prior Period Performance Review (2024 Semi-Annual)](index=1&type=section&id=II.%E3%80%81Prior%20Period%20Performance%20Situation) A review of H1 2024 performance shows the company incurred significant net losses attributable to shareholders and after deducting non-recurring items 2024 Semi-Annual Performance Data | Indicator | Amount (RMB) | | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | -79.1349 million | | **Net Profit Attributable to Shareholders of Listed Company After Deducting Non-Recurring Gains and Losses** | -83.3822 million | | **Earnings Per Share** | -0.0423 | [Analysis of Performance Change in Current Period](index=2&type=section&id=III.%E3%80%81Main%20Reasons%20for%20Anticipated%20Loss%20in%20Current%20Period) The company's ongoing losses are primarily due to a weak macroeconomic environment, though the net loss narrowed year-over-year due to increased fair value of Source convertible bonds - The core reason for the company's continued operating losses is the impact of macroeconomic factors, with no significant improvement in market demand[7](index=7&type=chunk) - The net loss attributable to shareholders decreased compared to the same period in 2024, primarily due to an increase in the fair value of Source convertible bonds held by the company at the end of the reporting period[7](index=7&type=chunk) [Risk Warning and Other Disclosures](index=2&type=section&id=IV.%E3%80%81Risk%20Warning) The company confirms no major uncertainties affect the forecast's accuracy, advising investors that the preliminary data requires confirmation from the official 2025 semi-annual report - There are no significant uncertainties affecting the accuracy of this performance forecast[8](index=8&type=chunk) - The above forecast data is preliminary, and the specific accurate financial data will be subject to the company's officially disclosed 2025 semi-annual report; investors are advised to be aware of investment risks[9](index=9&type=chunk)

Mergers and Acquisitions - Shijia Photon plans to acquire equity in Dongguan Fuke Xima Communications Technology Co., Ltd. through a combination of issuing shares and cash payment, with the transaction price yet to be finalized [1] - Jifeng Technology intends to purchase a 5.29% stake in Sichuan Jifeng Juli Industrial Development Co., Ltd. for 7.1625 million yuan, aiming for 100% ownership post-transaction [2] - Jingce Electronics has completed the signing of an agreement to acquire approximately 4.83% of Shanghai Jingce Semiconductor Technology Co., Ltd. for 183 million yuan from the National Integrated Circuit Industry Investment Fund [3] Earnings Disclosure - Sairisi expects a net profit of 2.7 billion to 3.2 billion yuan for the first half of 2025, representing a year-on-year increase of 66.20% to 96.98% [4] - WuXi AppTec anticipates a revenue of approximately 20.799 billion yuan for the first half of 2025, with an adjusted net profit of about 6.315 billion yuan, reflecting a year-on-year growth of approximately 44.43% [5] - Guosheng Financial Holdings projects a net profit of 150 million to 220 million yuan for the first half of 2025, indicating a year-on-year increase of 236.85% to 394.05% [6] Shareholding Changes - Baoshui Technology announced that Shengbang Kaimi plans to reduce its stake by up to 1%, equivalent to a maximum of 12.0015 million shares, between August 4 and November 3 [7] - Wantong Development reported that shareholder Beijing Fuyuan intends to reduce its holdings by up to 3%, or 57.5074 million shares, through various trading methods [8] - Xingsen Technology's controlling shareholder plans to reduce its stake by up to 1.5%, approximately 25.344 million shares, within three months following the announcement [9]

Group 1 - Seli Medical's therapeutic hypertension vaccine project faces significant uncertainty despite recent market interest, with a 2024 revenue of 26,800 yuan and a net loss of 2,382,300 yuan [3] - Renfu Pharmaceutical's shareholder plans to increase their stake with a loan commitment of up to 750 million yuan, aiming to acquire 1% to 2% of the company's shares at a maximum price of 25.53 yuan per share [4] - China Northern Rare Earth's third-quarter trading price for rare earth concentrate is set at 19,109 yuan per ton, with price adjustments based on REO percentage changes [7][9] Group 2 - Saisir expects a net profit increase of 66.2% to 96.98% for the first half of 2025, driven by new product launches and improved sales [13] - WuXi AppTec anticipates a 44.43% increase in adjusted net profit for the first half of 2025, with revenue expected to reach approximately 20.799 billion yuan [15] - Yiyuan Communication forecasts a 121.13% increase in net profit for the first half of 2025, capitalizing on the growth of 5G and AI technologies [16] Group 3 - Longqing Co. expects a net profit increase of 106.02% to 131.77% for the first half of 2025, attributed to production capacity release and cost reduction [17] - Guosheng Financial Holdings predicts a net profit increase of 236.85% to 394.05% for the first half of 2025, supported by improved brokerage and investment banking performance [18] - Dali Long anticipates a net profit increase of 162.38% to 249.84% for the first half of 2025, driven by market expansion and operational efficiency [19] Group 4 - Tianbao Infrastructure expects a staggering net profit increase of 1581.8% to 2329.27% for the first half of 2025, largely due to a significant tax refund [20] - China Shipbuilding anticipates a net profit increase of 98.25% to 119.49% for the first half of 2025, benefiting from improved production efficiency and order structure [21] - Shanghai Xiba expects a net profit increase of 136.47% to 181.85% for the first half of 2025, influenced by non-recurring income [22] Group 5 - *ST Yanzhen reports a total of 53.773 million shares accepted in a tender offer, representing 20.47% of total equity, with a new major shareholder emerging [12] - Shanghai Mechanical and Electrical's major shareholder has received approval for a share transfer that will not change the company's control [10] - Good Products plans to suspend trading due to a potential change in control, with a suspension expected for no more than two trading days [11]