沪指7月14日上涨0.27%，申万所属行业中，今日上涨的有21个，涨幅居前的行业为机械设备、公用事 业，涨幅分别为1.23%、1.04%。综合行业位居今日涨幅榜第三。跌幅居前的行业为房地产、传媒，跌 幅分别为1.29%、1.24%。 资金面上看，两市主力资金全天净流出381.11亿元，今日有6个行业主力资金净流入，机械设备行业主 力资金净流入规模居首，该行业今日上涨1.23%，全天净流入资金5.39亿元，其次是公用事业行业，日 涨幅为1.04%，净流入资金为3.36亿元。 主力资金净流出的行业有25个，计算机行业主力资金净流出规模居首，全天净流出资金85.06亿元，其 次是非银金融行业，净流出资金为70.29亿元，净流出资金较多的还有有色金属、电子、传媒等行业。 综合行业今日上涨1.04%，全天主力资金净流入1368.03万元，该行业所属的个股共19只，今日上涨的有 12只；下跌的有5只。以资金流向数据进行统计，该行业资金净流入的个股有7只，净流入资金居首的是 东阳光，今日净流入资金7661.27万元，紧随其后的是悦达投资、天宸股份，净流入资金分别为1714.66 万元、1178.63万元。综合行业资金净流出 ...

Group 1 - The article discusses the recent market performance, indicating that the Shanghai Composite Index has stabilized around 3500 points, driven by policy expectations and potential government stimulus measures [1][2] - Analysts from Citigroup predict that the upcoming Politburo meeting will not revise the budget or increase government bond quotas, but will focus on implementing existing policies to support consumption and the real estate sector [1][2] - The article highlights that the real estate market has shown signs of recovery, with a potential for further gains in the coming weeks, based on historical trends of policy-driven market movements [3][5] Group 2 - The banking sector is expected to see an increase in dividend yields due to upcoming dividend distributions, which could enhance the attractiveness of bank stocks [7] - The article notes that the insurance sector is adjusting its investment strategies to favor high-dividend assets, which may impact the overall market dynamics [7] - The article mentions that the real estate index has risen by 9.69% since June 23, indicating a positive trend relative to the Shanghai Composite Index [3][5] Group 3 - The article outlines the upcoming key events in the financial calendar, including the Politburo meeting and FOMC meetings, which are expected to influence market sentiment and policy direction [2] - It emphasizes the importance of monitoring economic indicators and policy announcements as they could significantly impact market performance in the second half of the year [2][10] - The article suggests that sectors such as renewable energy, construction materials, and industrial metals are likely to benefit from current market trends and policy support [15][18]

Group 1 - The company announced the resignation of General Manager Gai Jianguo due to personal reasons, effective immediately upon submission of his resignation report [1][3] - The board of directors approved the chairman Ye Maojing to act as the general manager until a new general manager is appointed [2] - Gai Jianguo's resignation will not affect the company's normal operations, and he has no disagreements with the board [3] Group 2 - The company expects to achieve a net profit attributable to shareholders of the parent company between 18.8 million and 22.5 million yuan for the first half of 2025, representing an increase of 640% to 786% year-on-year [5][6][7] - The expected net profit after deducting non-recurring gains and losses is projected to be between 17.5 million and 21 million yuan, compared to a loss of 20.6 million yuan in the same period last year [6][9] - The significant increase in profit is primarily due to revenue from property sales, which was absent in the same period last year, as the previous revenue mainly came from renovation services [11][12]

Group 1 - Yuntian Lifa plans to issue H-shares and list on the Hong Kong Stock Exchange [3] - Aerospace Electromechanical's wholly-owned subsidiary intends to transfer 70% equity of Eschong Korea [4] - Three Gorges Water Conservancy plans to publicly transfer 41.0071% equity of Chongqing Tiantai Energy Group [5] Group 2 - Galaxy Microelectronics intends to invest 310 million yuan in the construction of a high-end integrated circuit device industrialization base [6] - Wanye Enterprises' wholly-owned subsidiary plans to invest 299 million yuan to establish a private equity investment fund [7] - Dailor New Materials will invest 45 million yuan to establish a holding subsidiary [8] Group 3 - Huaxi Securities expects a net profit increase of 1025.19% to 1353.9% year-on-year for the first half of 2025 [10][11] - Guolian Minsheng anticipates a net profit increase of approximately 1183% year-on-year for the first half of 2025 [12] - Gaode Infrared expects a net profit increase of 734.73% to 957.33% year-on-year for the first half of 2025 [13] Group 4 - Tianchen Co. expects a net profit increase of 640% to 786% year-on-year for the first half of 2025 [14] - Shenkai Co. anticipates a net profit increase of 183% to 278% year-on-year for the first half of 2025 [15] - Taishan Petroleum expects a net profit increase of 123% to 173% year-on-year for the first half of 2025 [16] Group 5 - Ruikeda expects a net profit increase of 132.44% to 163.22% year-on-year for the first half of 2025 [17] - Jinkong Electric anticipates a net profit of 120 million to 150 million yuan, turning from loss to profit [18] - Ankai Bus expects a net profit increase of 106.67% to 189.34% year-on-year for the first half of 2025 [19] Group 6 - Yara International expects a net profit increase of 170% to 244% year-on-year for the first half of 2025 [20] - Zhongshun Jierou anticipates a net profit increase of 59.85% to 82.68% year-on-year for the first half of 2025 [21] - Guoan Co. expects a loss of 25.9 million to 36.7 million yuan for the first half of 2025 [22] Group 7 - Huamei Holdings expects a loss of 46.5 million to 60 million yuan for the first half of 2025 [23] - AOC Technology anticipates a loss of 450 million to 490 million yuan for the first half of 2025 [24] - Shangrong Medical expects a loss of 7 million to 9.5 million yuan for the first half of 2025 [25] Group 8 - Hangang Co. expects a net loss of approximately 111 million yuan for the first half of 2025 [26] - Baili Electric's shareholder plans to reduce its stake by no more than 2% [27] - Dream Lily's major shareholder plans to reduce its stake by no more than 0.5% [28]

上海市天宸股份有限公司 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： 证券代码：600620 证券简称：天宸股份 公告编号：临2025-021 利润为 1,880 万元到 2,250 万元，与上年同期相比，将增加 1,626.20 万元到 利润为 1,750 万元到 2,100 万元，与上年同期相比，将增加 3,809.55 万元到 （三）本次预计的业绩未经注册会计师审计。 二、上年同期经营业绩和财务状况 （一）利润总额：684.03 万元。归属于母公司所有者的净利润：253.80 万 元。归属于母公司所有者的扣除非经常性损益的净利润：-2,059.55 万元。 （二）每股收益：0.0037 元。 三、本期业绩预增的主要原因 本期业绩预增的主要原因为： ? 本期业绩预告适用于实现盈利，且净利润与上年同期相比上升 50%以上。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 务带来的收入及相关利润。 四、风险提示 本次业绩预告是公司财务部门基于自身专业判断进行的初步核算，未经会计 师事务所审计。公 ...

关于总经理离任及董事长代行总经理职责的公告 证券代码：600620 证券简称：天宸股份 公告编号：临 2025-022 上海市天宸股份有限公司 二、关于董事长代行总经理职责的事项 公司于 2025 年 7 月 11 日以通讯方式召开第十一届董事会第十三 次会议,会议审议并通过了《关于公司董事长代行总经理职责的议案》， 表决结果为 9 票同意，0 票反对，0 票弃权。 为保证公司经营、管理工作的正常开展，同意公司董事长叶茂菁 先生代行总经理职责，自本次董事会审议通过之日起至公司聘任总经 盖剑高先生任职期间恪尽职守，勤勉尽责。公司董事会对盖剑高 先生任职期间为公司经营发展做出的贡献表示衷心感谢！ 特此公告。 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。 上海市天宸股份有限公司（以下简称"公司"）董事会近日收到公 司总经理盖剑高先生的书面辞职报告，盖剑高先生因个人原因申请辞 去公司总经理职务及公司下属相关公司的所有职务。辞职后，盖剑高 先生将不在公司及公司下属相关公司担任任何职务。 姓名 离任职务 离任时间 原定任期 到期日 离任 ...

证券代码：600620 证券简称：天宸股份 公告编号：临2025-021 上海市天宸股份有限公司 2025年半年度业绩预告 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： 一、本期业绩预告情况 1 本期业绩预告适用于实现盈利，且净利润与上年同期相比上升 50%以上。 上海市天宸股份有限公司(以下简称"公司")预计 2025 年半年度实现 归属于母公司所有者的净利润为 1,880 万元到 2,250 万元，同比增加 640%到 786%。 预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益的净 利润为 1,750 万元到 2,100 万元，上年同期金额为-2,059.55 万元。 二、上年同期经营业绩和财务状况 （一）利润总额：684.03 万元。归属于母公司所有者的净利润：253.80 万 元。归属于母公司所有者的扣除非经常性损益的净利润：-2,059.55 万元。 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 （二）业绩预告情况 1. 经财务部门初步测算， ...

Core Viewpoint - Tianchen Co., Ltd. (600620.SH) expects a significant increase in net profit for the first half of 2025, projecting a year-on-year growth of 640% to 786% [1] Financial Performance - The estimated net profit attributable to the parent company for the first half of 2025 is projected to be between 18.8 million and 22.5 million [1] - The primary source of revenue for the company in the first half of 2025 is expected to be from property sales, contrasting with the previous year's revenue, which was mainly derived from renovation services [1] - The revenue and related profits from property sales are anticipated to exceed those generated from renovation services in the same period last year [1]

Core Viewpoint - The announcement details the freezing of certain bank accounts of Shanghai Tianchen Co., Ltd.'s wholly-owned subsidiary, Tianchen Health Management Co., Ltd., due to a civil contract dispute with Shanghai Rongheng Intelligent Technology Co., Ltd. [1][2] Summary by Sections 1. Basic Situation of Frozen Funds - Tianchen Health discovered that several of its bank accounts had been frozen, with a total amount of 4,901,371.36 yuan across different banks [1] - The breakdown of frozen amounts includes: - Shanghai Bank Jing'an Branch: 74,970.37 yuan - Shanghai Bank Xuhui Branch: 313,384.22 yuan - Agricultural Bank of China: 2,517,884.74 yuan - Bank of Communications: 1,995,132.03 yuan [1] 2. Reason for Frozen Funds - The freezing of accounts is due to a civil contract dispute related to the water supply connection for the Chengdong land project, initiated by Rongheng Intelligent against Tianchen Health and the company [2] - As of the announcement date, Tianchen Health has not received the formal legal document regarding the account freeze [2] 3. Impact and Response Measures - The frozen funds represent 0.32% of Tianchen Health's total assets and 1.93% of the company's most recent audited cash and cash equivalents [2] - The company asserts that the relatively small amount will not materially affect its daily operations [2] - The company plans to assert its legal rights, take relevant legal actions, and actively communicate with the court to resolve the issue promptly [2]

近日，上海市天宸股份有限公司（以下简称"公司"）的全资子 公司上海天宸健康管理有限公司（以下简称"天宸健康"）财务人员 在查询银行账户时，发现天宸健康的部分银行账户资金被冻结。网银 显示，本次冻结所依据的执行法律文书编号为（2025）沪 0112 执保 04998 号，具体情况如下： | 开户银行 | 银行账号 | 账户性质 | 冻结金额（元） | | --- | --- | --- | --- | | 上海银行静安支行 | 3161*********7205 | 基本户 | 74,970.37 | | 上海银行徐汇支行 | 0300***8622 | 一般户 | 313,384.22 | | 农业银行水清南路支行 | 0341*********8157 | 一般户 | 2,517,884.74 | | 交通银行同济支行 | 3100*********5867 | 一般户 | 1,995,132.03 | | | 合计 | | 4,901,371.36 | 证券代码：600620 股票简称：天宸股份 公告编号：临 2025-020 上海市天宸股份有限公司 关于全资子公司部分银行账户资金被冻结的公告 本公司董事 ...