Core Insights - The state-owned enterprise reform sector saw a rise of 0.76% on August 5, with Dongjie Intelligent leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Stock Performance - Dongjie Intelligent (300486) closed at 20.39, with a significant increase of 20.01% and a trading volume of 1.3342 million shares, totaling 2.643 billion yuan [1] - Aerospace Intelligent Equipment (300455) rose by 16.48% to 17.03, with a trading volume of 1.0246 million shares, amounting to 1.738 billion yuan [1] - Other notable performers included Shenda Co. (600626) with a 10.12% increase, Maanshan Steel (600808) up 10.09%, and Shanshi Development (600748) up 10.06% [1] Capital Flow - The state-owned enterprise reform sector experienced a net outflow of 2.65 billion yuan from institutional investors, while retail investors saw a net inflow of 4.036 billion yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing while retail investors are actively buying [2] Individual Stock Capital Flow - Dongxin Peace (002017) had a net inflow of 482.1 million yuan from institutional investors, but a net outflow of 271 million yuan from speculative funds [3] - Zhangjiang Hi-Tech (600895) saw a net inflow of 460 million yuan from institutional investors, while speculative funds experienced a net outflow of 243 million yuan [3] - Hunan Tianyan (600698) had a substantial net inflow of 404 million yuan from institutional investors, indicating strong institutional interest [3]

Market Overview - The automotive parts sector increased by 1.59% on August 5, with Huami New Materials leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Top Gainers in Automotive Parts Sector - Huami New Materials (Code: 836247) closed at 23.73, up 12.41% with a trading volume of 192,200 shares and a transaction value of 450 million yuan [1] - Jiezhong Technology (Code: 873690) closed at 28.89, up 11.12% with a trading volume of 97,300 shares and a transaction value of 292 million yuan [1] - Shenda Co., Ltd. (Code: 600626) closed at 4.46, up 10.12% with a trading volume of 290,600 shares and a transaction value of 127 million yuan [1] Fund Flow Analysis - The automotive parts sector saw a net inflow of 884 million yuan from institutional investors, while retail investors experienced a net inflow of 28.08 million yuan [2][3] - Major stocks like Hunan Tianyan (Code: 600698) had a net inflow of 404 million yuan from institutional investors, but a net outflow of 210 million yuan from retail investors [3] Notable Decliners - Redik (Code: 300652) closed at 61.42, down 3.97% with a trading volume of 64,700 shares and a transaction value of 402 million yuan [2] - Fosa Technology (Code: 301529) closed at 68.88, down 2.03% with a trading volume of 61,600 shares and a transaction value of 428 million yuan [2]

Market Performance - On August 4, the Shanghai State-Owned Enterprise Reform sector rose by 0.13% compared to the previous trading day, with Feilo Acoustics leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Top Gainers - Feilo Acoustics (600651) closed at 6.12, with a gain of 10.07% and a trading volume of 1.22 million shares, amounting to a transaction value of 724 million [1] - Huahong Semiconductor (688347) closed at 63.10, up 7.55%, with a trading volume of 284,100 shares and a transaction value of 1.777 billion [1] - Other notable gainers include: - Jiao Yun Co. (600676) at 5.52, up 5.75% [1] - Shenda Co. (600626) at 4.05, up 5.74% [1] Top Losers - Yihaitian (601595) closed at 36.39, down 7.87%, with a trading volume of 352,400 shares and a transaction value of 1.299 billion [2] - Electric Wind Power (688660) closed at 14.21, down 3.73%, with a trading volume of 630,600 shares [2] - Other notable losers include: - Huajian Group (600629) at 13.26, down 3.21% [2] - Bright Real Estate (600708) at 3.46, down 2.54% [2] Capital Flow - The Shanghai State-Owned Enterprise Reform sector experienced a net outflow of 1.036 billion from institutional investors, while retail investors saw a net inflow of 697 million [2] - Notable capital flows include: - Feilo Acoustics had a net inflow of 88.17 million from institutional investors, but a net outflow of 44.36 million from speculative funds [3] - Shanghai Construction Technology (603153) had a net inflow of 17.28 million from institutional investors, with a net outflow of 20.34 million from retail investors [3]

卫星化学：上半年净利润预增31.32%-53.20% 7月15日晚，卫星化学（002648）发布2025年半年度业绩预告，公司预计上半年实现归属于上市公司股 东的净利润27亿元至31.5亿元，同比增长31.32%-53.20%；预计实现扣除非经常性损益后的净利润28.52 亿元至33.02亿元，同比增长27.65%-47.79%。 资料显示，卫星化学成立于2005年8月，主营业务是(聚)丙烯、丙烯酸及酯、乙二醇、环氧乙烷、环氧 丙烷和聚乙烯等产品的生产和销售。 所属行业：基础化工–化学原料–其他化学原料 中国核建：累计新签合同871.49亿元 7月15日晚，中国核建（601611）发布公告称，截至2025年6月，公司累计实现新签合同871.49亿元，累 计实现营业收入531.84亿元。 资料显示，中国核建成立于2010年12月，主营业务是核电工程建设及工业与民用工程建设。 所属行业：建筑装饰–基础建设–基建市政工程 资料显示，怡球资源成立于2001年3月，主营业务是利用所回收的各种废旧铝资源，进行分选、加工、 熔炼等工序，生产出再生铝合金产品。 所属行业：有色金属–工业金属–铝 光库科技：上半年净利润预增60 ...

证券代码：600626 证券简称：申达股份 公告编号：2025-027 上海申达股份有限公司 关于为全资子公司 Auria Solutions Ltd. 提供担保的公告 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： 担保对象及基本情况 | | 被担保人名称 本次担保金额 | Auria 1,000 | Solutions Ltd.（以下简称"Auria 公司"） 万欧元 | | --- | --- | --- | --- | | 担保对象 | 实际为其提供的担保余额 | 17,100 | 万欧元、5,000 万美元及人民币 43,000 万元，折合人民币 22.17 亿元。 | | | 是否在前期预计额度内 | 是 | □否 □不适用：_________ | | | 本次担保是否有反担保 | □是 | 否 □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0.00 | | | --- | --- | --- | | 截至本公告日上市公司及其控股子公 | 17,100万 ...

Group 1 - The company expects a net profit attributable to shareholders of the parent company for the first half of 2025 to be between -58.5 million yuan and -39 million yuan, indicating a loss compared to a profit of 54.2 million yuan in the same period last year [1][2] - The expected net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is projected to be between -67.2 million yuan and -44.8 million yuan [1][2] - The previous year's net profit attributable to shareholders of the parent company was 54.2 million yuan, with a total profit of 109.6 million yuan [2] Group 2 - The significant reason for the expected loss is a substantial foreign exchange loss of approximately 88.8 million yuan from non-US dollar borrowings, compared to a foreign exchange gain in the same period last year [2]

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company anticipates a net loss for the first half of 2025, with net profit attributable to shareholders ranging from **RMB -58.5 million to -39 million**, and non-recurring net profit from **RMB -67.2 million to -44.8 million** 2025 Semi-Annual Performance Forecast | Metric (2025 Semi-Annual Forecast) | Amount (RMB) | | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | -58.5 million to -39 million | | Net Profit Attributable to Parent Company Shareholders (Excluding Non-Recurring Items) | -67.2 million to -44.8 million | [Comparison with Prior Period Performance](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E7%BB%8F%E8%90%A5%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5) The company's performance for the first half of 2025 is expected to shift from a profit of **RMB 54.2046 million** in the prior year to a loss, with prior year earnings per share at **RMB 0.0410** - The company's performance shifted from profit to loss: a net loss of **RMB 39 million to 58.5 million** is projected for H1 2025, compared to a net profit of **RMB 54.2046 million** in the prior year period[4](index=4&type=chunk)[5](index=5&type=chunk) Prior Period Operating Performance and Financial Status | Metric (Prior Period) | Amount (RMB) | | :--- | :--- | | Total Profit | 109.6294 million | | Net Profit Attributable to Parent Company Shareholders | 54.2046 million | | Net Profit Attributable to Parent Company Shareholders (Excluding Non-Recurring Items) | 52.6512 million | | Earnings Per Share | 0.0410 | [Analysis of Pre-Loss Performance](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E4%BA%8F%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The primary cause for the current period's anticipated loss is exchange rate fluctuations, resulting in an **RMB 88.8 million** foreign exchange loss from non-USD borrowings by Auria Solutions Ltd., a significant negative impact compared to the prior year's **RMB 73 million** gain - The primary reason for the performance loss is exchange rate fluctuations: non-USD borrowings by key overseas subsidiary Auria Solutions Ltd. resulted in approximately **RMB 88.8 million** in foreign exchange losses[7](index=7&type=chunk) - The impact of foreign exchange gains and losses is significant: compared to a foreign exchange gain of **RMB 73 million** in the prior year, the current period's foreign exchange loss has a substantial negative impact on profit[7](index=7&type=chunk) [Risk Warning and Other Disclosures](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company emphasizes that this performance forecast is a preliminary estimate by the finance department, unaudited by certified public accountants, and investors should refer to the officially disclosed 2025 semi-annual report for final accurate financial data and be aware of investment risks - The data in this performance forecast represents preliminary estimates by the company's finance department and has not been audited[8](index=8&type=chunk) - The company advises investors that the final accurate financial data will be based on the officially disclosed 2025 semi-annual report, and investment risks should be noted[9](index=9&type=chunk)

Core Viewpoint - The company Shenda Co., Ltd. (stock code: 600626) is expected to report a significant loss in the first half of 2025, contrasting sharply with the profit recorded in the same period last year [1] Financial Performance - The company anticipates a net profit attributable to shareholders of the parent company to be between -58.5 million and -39 million yuan for the first half of 2025, indicating a loss compared to a profit of 54.2 million yuan in the same period last year [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between -67.2 million and -44.8 million yuan [1]

证券代码：600626 证券简称：申达股份 公告编号：2025-025 上海申达股份有限公司 关于为全资子公司Auria Solutions Ltd. 提供担保的公告 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。 重要内容提示： 截至本公告日公司实际为 Auria 公司担保余额合计为 5,000 万美元、 16,100 万欧元及人民币 43,000 万元，折合人民币 21.35 亿元。 本次担保是否有反担保：无 对外担保逾期的累计数量：无 特别风险提示：Auria 公司资产负债率超过 70%，请投资者注意相关风险。 月 4 日、2025 年 7 月 1 日在指定信息披露媒体《中国证券报》和上海证券交易 所网站(http://www.sse.com.cn)刊载的相关公告。本次担保在上述 30.39 亿元人民 币的担保预计范围内。 三、担保合同的主要内容 Auria 公司于 2025 年 7 月 11 日与光大银行上海分行签署了《信贷协议》，信 贷额度不超过 5,000 万美元（或等值的任何其他货币金额）。申达股份于 20 ...

Core Viewpoint - The board of directors of Shanghai Shenda Co., Ltd. held its first meeting of the 12th session, where several key resolutions were passed regarding the election of board members and the appointment of senior management [1][2]. Board Meeting Overview - The meeting was convened on June 30, 2025, with 9 directors eligible to vote, and 7 directors present. Proxies were used for the absent directors [2][3]. - The meeting was chaired by Chairman Lu Zhijun, and all resolutions passed were in compliance with the Company Law of the People's Republic of China and the company's articles of association [2]. Resolutions Passed - Election of Lu Zhijun as the Chairman of the Board with unanimous support (9 votes in favor) [4]. - Election of Zhang Lei as the Chairman of the Nomination Committee, with unanimous support (9 votes in favor) [4]. - Election of Deng Xiaoyang and Guo Hui as members of the Nomination Committee, both receiving unanimous support (9 votes in favor) [4]. - Appointment of Li Jie as the General Manager, also receiving unanimous support (9 votes in favor) [5]. - Appointment of Gong Dudi as the Technical Director, receiving unanimous support (9 votes in favor) [5]. - Appointment of Hu Nan as the Financial Director, receiving unanimous support (9 votes in favor) [5]. - Appointment of Luo Qionglin as the Secretary of the Board, receiving unanimous support (9 votes in favor) [5]. - Appointment of Liu Zhijun as the Securities Affairs Representative, receiving unanimous support (9 votes in favor) [5]. Amendments to Regulations - Several amendments to the working rules of various committees and management systems were approved, including: - Revision of the Strategic and Investment Decision-Making Committee's working rules [6]. - Revision of the Audit Committee's working rules [6]. - Revision of the Nomination Committee's working rules [6]. - Revision of the Compensation and Assessment Committee's working rules [7]. - Revision of the Financial Derivatives Trading Management System [9]. - Revision of the Related Party Transaction System [9]. - Revision of the Information Disclosure Management System [10]. - Revision of the Insider Registration Management System [11]. - Revision of the Investor Relations Work System [13]. - Revision of the Internal Audit Work System [13]. - Revision of the External Guarantee Management System [14]. Management Background - The announcement included brief resumes of the newly appointed senior management, highlighting their previous roles and experience within the company and related industries [15][16][17].