Core Viewpoint - The China Securities Index for cyclical steady growth has shown a mixed performance, with a recent decline in the index while maintaining a positive trend over the past month and three months [1][2]. Group 1: Index Performance - The Shanghai Composite Index decreased by 0.37%, while the China Securities Index for cyclical steady growth 50 fell by 0.84%, closing at 1652.84 points with a trading volume of 17.107 billion yuan [1]. - Over the past month, the cyclical steady growth 50 index has increased by 3.62%, and over the last three months, it has risen by 7.90%. However, year-to-date, it has declined by 1.53% [1]. Group 2: Index Composition - The cyclical steady growth 50 index comprises 50 companies selected based on low price-to-book ratios, high revenue growth, and high return on equity (ROE) [1]. - The top ten weighted companies in the index include China State Construction (9.6%), China Petroleum (9.45%), and COSCO Shipping Holdings (9.33%) among others [1]. - The index is primarily composed of companies listed on the Shanghai Stock Exchange, which accounts for 76.10% of the index, while the Shenzhen Stock Exchange represents 23.90% [1]. Group 3: Sector Allocation - The sector allocation of the cyclical steady growth 50 index shows that materials account for 40.39%, industrials for 29.59%, and energy for 28.80%, with real estate making up only 1.22% [2]. - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2].

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 格隆汇6月3日丨华鲁恒升(600426.SH)公布，截至2025年5月31日，公司已累计回购股份230.00万股，占 公司总股本的比例为0.11%，回购成交的最高价为21.08元/股、最低价为20.75元/股，支付的资金总额为 人民币4809.98万元(不含交易费用)。 ...

具体内容详见公司于 2025 年 7 月 3 日上海证券交易所网站（www.sse.com.cn）上 披露的《关于 2024 年度权益分派实施后调整回购股份价格上限的公告》（公告编 号：临 2025-039）。 证券代码：600426 证券简称：华鲁恒升 公告编号：临 2025-041 山东华鲁恒升化工股份有限公司 关于股份回购进展公告 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。 重要内容提示： | 回购方案首次披露日 | 2025/4/18，由董事长提议 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2025 30 4 | 4 | 日~2026 | 年 | 月 | 日 29 | | 预计回购金额 | 20,000万元~30,000万元 | | | | | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | | □为维护公司价值及股东权益 | | | | | ...

格隆汇8月1日丨华鲁恒升(600426.SH)公布，截至2025年7月31日，公司已累计回购股份350.00万股，占 公司总股本的比例为0.16%，回购成交的最高价为24.25元/股、最低价为20.75元/股，支付的资金总额为 人民币7,689.62万元（不含交易费用）。 ...

Group 1: Company Performance Highlights - Jiangfeng Electronics (300666.SZ) achieved a revenue of 3.605 billion CNY in 2024, a year-on-year increase of 38.57%[9] - Lianhua Holdings (600186.SH) is expected to see a revenue growth of 35.09% from 2025 to 2027, with net profits projected at 335 million CNY in 2025[19] - Meige Intelligent (002881.SZ) forecasts revenues of 3.786 billion CNY in 2025, with net profits of 229 million CNY[22] - Foxit Software (688095.SH) anticipates a net profit of 33 million CNY in 2025, with a significant increase in subscription revenue[25] - Lanjian Intelligent (688557.SH) expects net profits of 162 million CNY in 2025, with a projected EPS of 1.59 CNY[34] - Western Mining (601168.SH) reported a revenue of 31.619 billion CNY in H1 2025, a year-on-year increase of 26.59%[36] Group 2: Market Trends and Opportunities - The global market for semiconductor precision components is projected to reach approximately 428.8 billion CNY by 2025, with China's market growing faster than the global average[12] - The AI and big data sectors are driving rapid growth in computing power demand, with the Chinese intelligent computing market expected to reach 1,037.3 EFLOPS by 2025[17] - The smart connected vehicle market is projected to grow from 2.3 billion CNY in 2020 to 5 billion CNY by 2024, with a compound annual growth rate of 21%[21] - The Chinese seasoning market is expected to continue expanding due to the rise of pre-packaged meals and digital marketing strategies[15]

Group 1: Company Performance - Ningde Times reported a net profit of 30.5 billion yuan for the first half of the year, representing a year-on-year increase of 33.02% [1] - The company achieved revenue of 178.9 billion yuan, an increase of 7.27% compared to the same period last year [1] - Gross profit reached 44.8 billion yuan, up 14.45% year-on-year, with a gross margin of 25.02%, an increase of 1.57 percentage points from the previous year [1] Group 2: Stock Trading and Suspensions - Shangwei New Materials announced a suspension of trading due to multiple instances of abnormal stock price fluctuations, with the suspension expected to last no more than three trading days [2] - Jinchengzi is planning to acquire 55% of Samit Optoelectronics, leading to a stock suspension for up to ten trading days [3] - Sanchao New Materials is also planning a change in control, resulting in a stock suspension for up to two trading days [6] - Hehua Co. announced a stock suspension due to potential changes in its controlling shareholder [9] Group 3: Major Investments and Projects - Changjiang Electric Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba Navigation Capacity Expansion Project [5] - The company will use its own funds for this investment, with the final amount to be confirmed based on state-approved preliminary design estimates [5] Group 4: Other Corporate Actions - Sunshine Dairy's controlling shareholder sold a total of 1.1452 million shares, accounting for 0.41% of the company's total share capital, without triggering any significant changes in control [4] - Nanjing Pharmaceutical is in the process of planning the acquisition of a domestic pharmaceutical technology asset group, with uncertainty regarding whether it constitutes a major asset restructuring [7]

证券日报网讯 7月30日晚间，华鲁恒升发布公告称，根据化工企业连续生产的特点，为确保生产装置安 全有效运行，公司将于2025年8月2日开始对一套煤气化装置及部分产品生产装置进行停车检修，检修及 停开车时间预计20天左右。本次停车检修预计将影响公司营业收入约2.55亿元，占全年营业收入预算的 0.73%左右。本次检修是根据年度生产计划安排的检修，不影响公司2025年度生产计划的完成。 （编辑 任世碧） ...

山东华鲁恒升化工股份有限公司 关于部分生产装置停车检修的公告 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个别及连带责任。 根据化工企业连续生产的特点，为确保生产装置安全有效运行， 公司将于2025年8月2日开始对一套煤气化装置及部分产品生产装置 进行停车检修，检修及停开车时间预计20天左右。 证券代码：600426 证券简称：华鲁恒升 编号：临2025-040 本次停车检修预计将影响公司营业收入约2.55亿元，占全年营业 收入预算的0.73%左右。 本次检修是根据年度生产计划安排的检修，不影响公司2025年度 生产计划的完成。 特此公告。 2025 年 7 月 31 日 山东华鲁恒升化工股份有限公司董事会 ...

格隆汇7月30日丨华鲁恒升(600426.SH)公布，根据化工企业连续生产的特点，为确保生产装置安全有效 运行，公司将于2025年8月2日开始对一套煤气化装置及部分产品生产装置进行停车检修，检修及停开车 时间预计20天左右。本次停车检修预计将影响公司营业收入约2.55亿元，占全年营业收入预算的0.73% 左右。本次检修是根据年度生产计划安排的检修，不影响公司2025年度生产计划的完成。 ...

人民财讯7月30日电，华鲁恒升（600426）7月30日晚间公告，公司将于2025年8月2日开始对一套煤气化 装置及部分产品生产装置进行停车检修，检修及停开车时间预计20天左右。本次停车检修预计将影响公 司营业收入约2.55亿元，占全年营业收入预算的0.73%左右。本次检修是根据年度生产计划安排的检 修，不影响公司2025年度生产计划的完成。 ...