| 股票代码：600482 | 股票简称：中国动力 | | 编号：2025-055 | | --- | --- | --- | --- | | 债券代码：110808 | 债券简称：动力定 | 02 | | 中国船舶重工集团动力股份有限公司 2025 年半年度 募集资金存放与实际使用情况的专项报告 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。 根据《上市公司募集资金监管规则》（中国证券监督管理委员会公告〔2025〕 10 号）、《上海证券交易所上市公司自律监管指引第 1 号——规范运作》（上证 发〔2025〕68 号）及相关格式指引等规定，中国船舶重工集团动力股份有限公司 （以下简称"公司"）编制了截至 2025 年 6 月 30 日的募集资金存放与实际使用 情况的专项报告，具体情况说明如下： 2、募集资金专户余额情况 经中国证券监督管理委员会证监许可[2016]850 号的核准，公司向特定对象 非公开发行人民币普通股（A 股）股票 45,243 万股（每股面值 1 元），发行的股 票价格为 29.80 元/股，共募集资金人 ...

Core Insights - As of August 27, a total of 104 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more [1] - The stock with the longest consecutive net buying days is China Power, which has seen net buying for 15 trading days [1] - Other notable stocks with significant net buying days include Samsung Medical, Yindu Co., Huashu High-Tech, Yibai Pharmaceutical, Bichu Electronics, Huashu Co., Zhongkong Technology, and Chip Microelectronics [1]

作为国内少数具备高端电动冲浪板全链条产研能力的品牌，Moovi以专业竞速团队身份亮相烟台全国顶 级赛事，不仅为组委会提供多款符合最新国家体育总局标准的专业器材，更组建Team Moovi精英战 队，最终收获四金三银的优异成绩。 来源：中国青年报客户端 中国青年报客户端讯（中青报·中青网记者 梁璇）2025年中国动力冲浪板公开赛暨全国"奔跑吧·少年"U 系列比赛日前在烟台落幕。本次比赛共吸引了全国60余名顶尖选手参与其中，赛事分成人公开组和 U14、U16、U18四个组别，全面展现了动力冲浪板这一新兴水上竞速项目的独特魅力与无限潜力。 ...

Group 1 - The Guozheng Free Cash Flow Index decreased by 0.74% as of August 26, 2025, with mixed performance among constituent stocks, including a limit-up for Yaxiang Integration and declines for SAIC Motor, Anfu Technology, and Shanghai Electric [3] - The Free Cash Flow ETF (159201) fell by 0.70%, with a latest price of 1.13 yuan, but it has seen a cumulative increase of 4.21% over the past week, ranking first among comparable funds [3] - The Free Cash Flow ETF has experienced significant net inflows, totaling 436 million yuan over the past six days, indicating strong demand [3] Group 2 - As of August 25, the Free Cash Flow ETF's net value increased by 13.57% over the past six months, with a maximum monthly return of 3.62% since inception [4] - The ETF has a management fee of 0.15% and a custody fee of 0.05%, which are the lowest among comparable funds [4] - The Free Cash Flow ETF closely tracks the Guozheng Free Cash Flow Index, which reflects the price changes of listed companies with high and stable free cash flow levels [4] Group 3 - The top ten weighted stocks in the Guozheng Free Cash Flow Index account for 57.66% of the index, including SAIC Motor, China National Offshore Oil, Midea Group, and Gree Electric [4] - The performance of the top ten stocks shows a mix of gains and losses, with SAIC Motor declining by 5.26% and Midea Group increasing by 0.34% [6]

（文章来源：证券时报网） 据Wind统计，截至8月22日，沪深两市共有116只个股连续5日或5日以上获主力资金净买入。连续获主 力资金净买入天数最多的股票是中国动力，已连续12个交易日获净买入；连续获主力资金净买入天数较 多的还有华生科技、南京银行、设计总院、梦天家居、森特股份、太阳纸业、龙建股份、莎普爱思等 股。 ...

Group 1 - The core viewpoint of the article highlights the growth in China's civil steel shipbuilding industry, with a projected production of 4.57 million deadweight tons in June 2025, representing a year-on-year increase of 6.2% [1] - Cumulative production for the first half of 2025 is reported at 24.355 million deadweight tons, showing a cumulative growth of 9.4% [1] - The article references several listed companies in the industry, including China Shipbuilding (600150), China Heavy Industry (601989), and others, indicating a broad market interest [1] Group 2 - The data is sourced from the National Bureau of Statistics and organized by Zhiyan Consulting, emphasizing the reliability of the information [3]

证券之星消息，8月22日其他电源设备板块较上一交易日上涨1.27%，通合科技领涨。当日上证指数报收 于3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。其他电源设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300491 | 通合科技 | 25.71 | 12.32% | 38.01万 | 9.45 G | | 300870 | 欧陆通 | 268.75 | 6.23% | 8.03万 | 20.94亿 | | 002335 | 科华数据 | 52.00 | 3.38% | 44.68万 | 22.75 亿 | | 300593 | 新富能 | 19.84 | 3.23% | L 25.79万 | 5.07 亿 | | 002364 | 中恒电气 | 22.31 | 2.81% | 83.02万 | 18.44亿 | | 688411 | 海博思创 | 107.95 | 2.63% | 1.30万 | 1.38亿 | | 832110 | ...

Core Insights - As of August 21, a total of 110 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more [1] - The stock with the longest streak of net buying is Suzhou Bank, which has seen net purchases for 14 consecutive trading days [1] - Other notable stocks with significant net buying days include ST Guangwu, Dong'e Ejiao, China Power, Huasheng Technology, Qilu Bank, Lanzhou Bank, Jiugang Hongxing, Design Institute, Nanjing Bank, and Jilin Expressway [1]

Core Viewpoint - As of August 20, a total of 119 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stock with the longest consecutive net buying days is Jichuan Pharmaceutical, which has seen net buying for 15 consecutive trading days [1] - Other notable stocks with significant net buying days include Suzhou Bank, ST Guangwu, Te Bao Biological, Jinmoly Co., Ningbo Fuda, Dong'a Ejiao, Xidamen, and China Power [1]

Group 1: Liquidity and Fund Performance - The cash flow ETF managed by Jiashi has a turnover rate of 2.1% with a transaction volume of 24.85 million yuan [2] - Over the past month, the average daily transaction volume of the cash flow ETF reached 56.18 million yuan [2] - In the last two weeks, the cash flow ETF saw a significant scale increase of 324 million yuan, ranking first among comparable funds [2] - The fund's shares increased by 25.5 million shares in the last two weeks, indicating substantial growth [2] - In the last ten trading days, the cash flow ETF attracted a total of 301 million yuan in inflows [2] Group 2: Top Holdings and Index Composition - As of July 31, 2025, the top ten weighted stocks in the Guozheng Free Cash Flow Index include SAIC Motor, China National Offshore Oil, Midea Group, Gree Electric Appliances, Luoyang Molybdenum, China Aluminum, Xiamen International Trade, Shanghai Electric, Chint Electric, and China Power, collectively accounting for 57.66% of the index [2] Group 3: Market Trends and Investment Strategies - According to Zhongtai Securities, the current low-risk interest rates and policies enhancing cash flow visibility have made coal stocks with high dividend yields (5%-10%) more attractive to investors [4] - The Social Security Fund's contributions and state-owned asset revitalization policies further support this trend by stabilizing costs and enhancing the value of high-dividend assets [4] - The market is currently prioritizing dividend returns over cyclical resilience, leading to a defensive allocation of funds [4] - Guotai Haitong notes that current policies are tightening capital outflows through stricter regulations, promoting dividends through both encouragement and mandatory measures [5] - The regulatory environment is improving shareholder returns, with the potential for a systematic increase in the valuation of the CSI 300 index, particularly benefiting high-quality blue-chip stocks with stable cash flows and high dividend capabilities [5]