Group 1 - The synchronous reluctance motor sector is leading the market with a rise of 2.4% [1] - Wolong Electric Drive increased by 3.68% [1] - New Times Da rose by 2.89% [1] - Weichuang Electric saw an increase of 0.59% [1]

证券之星消息，8月4日电机板块较上一交易日上涨3.36%，湘电股份领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。电机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) | | --- | --- | --- | --- | --- | --- | | 600416 | 湘电股份 | 14.87 | 6.37% | 73.45万 | 10.65 Z | | 003021 | 兆威机电 | 115.30 | 5.30% | 8.20万 | 9.29亿 | | 301023 | 江南奕帆 | 43.79 | 4.71% | 2.29万 | 9811.30万 | | 300660 | 江苏雷利 | 46.76 | 4.56% | 15.04万 | 6.91亿 | | 603728 | 鸣志电器 | 60.18 | 3.69% | 8.56万 | 5.08亿 | | 603320 | 迪贝电气 | 19.69 | 3.69% | 4.56万 | 8879.56万 | | 600580 | 卧龙电驱 | 23.3 ...

流动性方面，稀土ETF嘉实盘中换手2.78%，成交1.15亿元。拉长时间看，截至8月1日，稀土ETF嘉实近1周日均成交3.57亿元，居可比基金第一。 规模方面，稀土ETF嘉实近1周规模增长1.38亿元，实现显著增长，新增规模位居可比基金第一。份额方面，稀土ETF嘉实近1周份额增长2.94亿份，实现显 著增长，新增份额位居可比基金第一。 资金流入方面，拉长时间看，稀土ETF嘉实近5个交易日内有4日资金净流入，合计"吸金"5.75亿元。 截至8月1日，稀土ETF嘉实近1年净值上涨62.04%，指数股票型基金排名153/2944，居于前5.20%。从收益能力看，截至2025年8月1日，稀土ETF嘉实自成立 以来，最高单月回报为41.25%，最长连涨月数为4个月，最长连涨涨幅为83.89%，上涨月份平均收益率为10.02%。 数据显示，截至2025年7月31日，中证稀土产业指数前十大权重股分别为北方稀土、包钢股份、中国稀土、盛和资源、卧龙电驱、中国铝业、领益智造、格 林美、厦门钨业、金风科技，前十大权重股合计占比59.32%。 截至2025年8月4日 11:07，中证稀土产业指数上涨0.01%，成分股湘电股份上涨3. ...

Group 1 - Wang Wentao met with the delegation from the US-China Business Council to discuss Sino-US economic relations and the development of US companies in China, emphasizing the need for mutual efforts to maintain a stable and sustainable economic relationship [1] - Contemporary Amperex Technology Co., Ltd. (CATL) reported a net profit of 30.5 billion yuan for the first half of 2025, a year-on-year increase of 33.02%, with revenue reaching 178.9 billion yuan, up 7.27% year-on-year [1] - The stock of Upwind New Materials will be suspended for trading due to multiple instances of abnormal trading fluctuations, with the company stating that its fundamentals have not changed significantly [1] Group 2 - The US core PCE price index for the second quarter increased by 2.5%, exceeding expectations of 2.3%, while actual personal consumption expenditures rose by 1.4% [2] - The Federal Reserve maintained the federal funds rate in the range of 4.25%-4.5%, marking the fifth consecutive decision to keep rates unchanged, with Chairman Powell indicating no decisions have been made regarding potential policy adjustments in September [2][3] Group 3 - The first intercity long-haul drone logistics route in the Greater Bay Area was launched, successfully demonstrating the feasibility of long-distance logistics operations [7] - The "Fengdeng Gene Scientist" AI system was released, marking a significant advancement in China's smart breeding technology, filling a technological gap in autonomous scientific discovery systems in the field of biological breeding [7] Group 4 - Longyang Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project [9] - NIO and other Chinese concept stocks experienced declines, with NIO and New Oriental dropping over 4% [3]

卧龙电气驱动集团股份有限公司 2025 年第二次临时股东大会会议资料 卧龙电气驱动集团股份有限公司 2025 年第二次临时股东大会 会议资料 卧龙电气驱动集团股份有限公司 2025 年第二次临时股东大会会议资料 卧龙电气驱动集团股份有限公司 2025 年第二次临时股东大会会议规则特别提示 3、股东发言时，其他参会人员应当充分尊重股东发言的权利，充分听取发 言股东的意见。 四、本次会议采用现场投票和网络投票相结合的投票表决方式，由推选的两 名股东代表和一名监事代表作监票人，投票结果由大会秘书处统计，监票人确认 后，由主持人当场宣布。 五、股东或股东授权代表对表决结果有异议的，有权在宣布表决结果后立即 要求重新点票，会议主持人应即时点票。 （2025 年 08 月 06 日） 为了维护全体股东的合法权益，确保本次股东大会公开、公正、合法有效， 保证会议顺利进行，卧龙电气驱动集团股份有限公司（以下简称"卧龙电驱"、 "本公司"或"公司"）股东大会秘书处根据《中华人民共和国公司法》（以下简 称"公司法"）、《中华人民共和国证券法》（以下简称"证券法"）《上市公司股东 大会规则》和本公司《公司章程》《股东大会议事规则》 ...

Core Viewpoint - Wolong Electric Drive is accelerating its listing in Hong Kong as part of its overseas expansion strategy, aiming to enhance its international presence and competitiveness [1][3]. Group 1: Company Strategy - The company has announced plans to issue H-shares and list on the Hong Kong Stock Exchange, with the aim of deepening its global strategy and improving its international image [3]. - The focus for 2025 includes strengthening three major overseas regional headquarters and enhancing the synergy of production, supply, and research to accelerate its overseas operations [4]. - Since initiating its international strategy in 1998, the company has built a global industrial layout through strategic acquisitions and regional development [3][4]. Group 2: Financial Performance - In 2023 and 2024, the company's revenue from overseas markets accounted for nearly 40% of its total revenue, with domestic revenue being 96.26 billion and 101.38 billion respectively [2][4]. - The company achieved a net profit attributable to shareholders of approximately 8 billion in 2024, with a first-quarter profit of 2.68 billion in 2025, both showing year-on-year growth [2][7]. Group 3: Research and Development - Wolong Electric Drive has established five major R&D centers globally, with R&D investment exceeding 800 million in 2024 [2][6]. - The company has a strong focus on innovation in motor and control technologies, holding numerous intellectual property rights and leading positions in various new motor product fields [6][7]. Group 4: Market Position - The company has achieved global leadership in several fields, including high-pressure drive solutions and electric motors for new energy vehicles, through strategic mergers and acquisitions [5][6]. - Wolong Electric Drive has integrated international brand advantages with domestic manufacturing cost benefits, significantly enhancing its market competitiveness [5].

主力资金监控：计算机板块净流出超88亿 | 排名 | 板块名称 | 主力资金净流出 (亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | 7 | 计算机 | -88.88 | -6.76 | | 2 | 电子 | -51.71 | -3.10 | | 3 | 机械设备 | -49.95 | -3.13 | | ব | 非银金融 | -40.02 | -6.58 | | 5 | 交运设备 | -34.04 | -4.67 | 星矿主力资金监控: 午后买入前十榜 (截止时间: 14时 15 分) | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 长城军工 | 8.52 | 18.40 | | 2 | 特变电工 | 5.14 | 10.48 | | 3 | 贵州茅台 | 4.86 | 10.47 | | র | 歌尔股份 | 4.75 | 11.93 | | 5 | 宁德时代 | 4.02 | 5.02 | | 6 | 五粮液 | 3.61 | 11.86 | | 1 | 中 ...

Group 1: Liquidity and Fund Performance - The liquidity of the rare earth ETF managed by Jiashi has a turnover rate of 6.85% with a transaction volume of 216 million yuan [3] - As of July 21, the Jiashi rare earth ETF has reached a scale of 3.145 billion yuan, marking a one-year high and ranking first among comparable funds [3] - In the past week, the Jiashi rare earth ETF has seen a significant increase in shares by 12 million, leading in new share growth among comparable funds [3] - The latest net inflow of funds into the Jiashi rare earth ETF is 78.4154 million yuan, with a total of 305 million yuan net inflow over four out of the last five trading days [3] - The Jiashi rare earth ETF has achieved a net value increase of 63.74% over the past year, ranking 131 out of 2929 in the index stock fund category, placing it in the top 4.47% [3] - Since its inception, the Jiashi rare earth ETF has recorded a highest monthly return of 41.25% and an average monthly return of 9.69% [3] Group 2: Market Trends and Price Movements - Since July, domestic rare earth product prices have shown signs of recovery, with the average market price of praseodymium and neodymium oxide reaching 477,000 yuan per ton, reflecting a week-on-week increase of 5.3% and a month-on-month increase of 8.2% [4] - The upcoming consumption peak season in September and October is expected to drive raw material procurement, leading to a positive outlook for rare earth prices [4] - Historical trends indicate that high overseas prices often lead to domestic price increases, potentially enhancing corporate profits and creating a dual opportunity for valuation and profit expansion in the sector [4] Group 3: Key Stocks in the Rare Earth Sector - The top ten weighted stocks in the rare earth industry index as of June 30, 2025, include Northern Rare Earth, China Rare Earth, and China Aluminum, collectively accounting for 55.58% of the index [4] - The performance of key stocks shows varied changes, with Northern Rare Earth down by 2.40% and Xiamen Aluminum up by 3.50% [6]

| 排名 | 板块名称 | 主力资金净流出 (亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | ح | 计算机 | -57.12 | -7.37 | | 2 | 机械设备 | -42.50 | -4.10 | | 3 | 非银金融 | -39.89 | -11.48 | | ব | 基础化工 | -27.56 | -4.90 | | 5 | 交运设备 | -24.82 | -5.72 | 主力资金监控：海螺水泥净卖出超8亿 智通财经7月22日电，智通财经星矿数据显示，今日早盘主力资金净流入贵金属、生物制品、半导体等板块，净流出计算机、机械设 备、非银金融等板块，其中计算机板块净流出超57亿元。个股方面，长城军工涨停，主力资金净买入7.71亿元位居首位，宁德时 代、寒武纪-U、华伍股份获主力资金净流入居前；海螺水泥遭净卖出超8亿元，卧龙电驱、中油资本、建设工业主力资金净流出额居 前。 | 排名 | 板块名称 | 主力资金净流入（亿元） | 主力资金净流入率(%) | | --- | --- | --- | --- | | | 贵金属 | 4.38 | 5.60 | ...

Group 1 - The company held its 17th temporary board meeting on July 21, 2025, with all 7 directors present, including independent directors participating via communication [2][4] - The board approved the proposal to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its global strategy and competitiveness [3][6] - The proposal requires approval from the shareholders' meeting [5] Group 2 - The H-shares will be publicly offered on the main board of the Hong Kong Stock Exchange, with a nominal value of RMB 1.00 per share [7][9] - The issuance will target global investors, including public investors in Hong Kong and qualified domestic institutional investors [13] - The issuance method will include both public offering in Hong Kong and international placement [15] Group 3 - The proposed issuance scale is up to 10% of the total share capital post-issuance, with an option for an additional 15% through an over-allotment option [17] - The final pricing will be determined based on market conditions and investor demand [20] - The distribution of shares will follow a mechanism that considers the number of valid applications received during the public offering [22] Group 4 - The company plans to use the funds raised for capacity expansion, enhancing production infrastructure, and general working capital [28] - The board's resolutions regarding the issuance will remain valid for 24 months from the date of approval by the shareholders' meeting [30] - The board is authorized to handle all matters related to the issuance and listing of H-shares [32] Group 5 - The company will register as a "non-Hong Kong company" under Hong Kong law to facilitate the listing process [60] - The board approved the appointment of independent directors to enhance governance in line with listing requirements [63] - The company will revise its articles of association and related rules to comply with the new listing regulations [73]