配电价改革中统筹疏导。 二、本次电价政策对公司的影响 关于居民生活用电执行低谷电价政策的公告 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。 四川省发展和改革委员会近日发布《关于地方电网居民生活用电 执行低谷电价政策有关事项的通知》（川发改价格〔2025〕369 号）， 因乐山电力股份有限公司（简称"公司"）计量设施和营销系统暂不 具备条件，计划自 2025 年 9 月 1 日起执行。现将本次电价政策的主 要内容及对公司的影响公告如下： 一、本次电价政策的主要内容 行低谷时段电价政策，合表用户不执行低谷时段电价政策。 至次日 07:00，下同)用电价格按照 0.175 元/千瓦时执行；枯、平 水期(11 月-次年 5 月)低谷时段用电价格按照 0.2535 元/千瓦时执 行。低谷时段用电量纳入阶梯电量计算范围，阶梯电量和阶梯加价标 准按各地方电网现行政策执行。 证券代码：600644 证券简称：乐山电力 公告编号：2025-044 乐山电力股份有限公司 该测算仅为初步测算数据，最终影响金额以公司 2025 年度经审 计的年度财 ...

Group 1 - The latest stock price of Leshan Electric is 13.84 yuan, up by 0.31 yuan from the previous trading day, with a trading volume of 219,067 hands and a transaction amount of 300 million yuan [1] - Leshan Electric is a key local power company in Sichuan Province, involved in the entire power supply chain including generation, transmission, distribution, and sales [1] - The company is expanding its renewable energy business through a targeted issuance for energy storage projects [1] Group 2 - The Sichuan Provincial Development and Reform Commission has announced a new low valley electricity price policy for residential use, effective from September 1, with prices set at 0.175 yuan/kWh during the abundant water period and 0.2535 yuan/kWh during the dry season [1] - This policy is expected to reduce the company's electricity business revenue by approximately 16.6 million yuan in 2025, and the company states that this adjustment is a measure to benefit the public [1] - Leshan Electric had a net inflow of 19.01 million yuan in main funds on August 4, accounting for 0.26% of its circulating market value, but experienced a cumulative net outflow of 65.43 million yuan over the past five trading days, representing 0.88% of its circulating market value [1]

Core Viewpoint - The recent adjustment of time-of-use electricity pricing by Sichuan power companies, including Leshan Electric Power, is aimed at benefiting residential users, which is expected to significantly impact the companies' earnings in 2025 [1][3][4]. Group 1: Impact of Time-of-Use Pricing Adjustment - Leshan Electric Power announced that the new low valley pricing for residential users will lead to an estimated reduction of approximately 16.6 million yuan in its electricity business revenue for 2025 [3][4]. - The low valley pricing will apply to residential users with a "one household, one meter" policy, with rates set at 0.175 yuan/kWh during the low valley period in the wet season and 0.2535 yuan/kWh in the dry and normal water periods [3][4]. - Other Sichuan power companies, such as Xichang Electric Power and Guang'an Aizhong, also reported expected impacts on their earnings due to the new pricing policy, with estimated reductions of 5.55 million yuan and 39.38 million yuan in net profit for 2025, respectively [4][3]. Group 2: Company Performance and Market Reaction - Leshan Electric Power's preliminary net profit for the first half of 2025 is reported to be approximately 7.90 million yuan, while Xichang Electric Power expects around 3.10 million yuan [5]. - Despite the announced impacts of the pricing adjustments on earnings, the capital market has shown strong interest in Leshan Electric Power, with its stock price rising significantly from around 7 yuan to a peak of 18 yuan [5]. - The companies are also exploring new business opportunities, such as Leshan Electric Power's investment in a new energy storage project and Guang'an Aizhong's establishment of an investment fund focused on renewable energy [7].

Group 1 - XGIMI Technology is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [3] - Guizhou Moutai has repurchased a total of 3.4517 million shares at a cost of 5.301 billion yuan [6] - Ningde Times has repurchased 6.641 million shares with a total transaction amount of 1.551 billion yuan [9] Group 2 - *ST Huahong's controlling shareholder is planning a change of control, leading to a stock suspension starting August 5 [5] - China Shipbuilding will suspend trading from August 13 to facilitate the implementation of dissenting shareholders' acquisition rights [7][8] - Leshan Electric will implement a low valley electricity price policy for residential use starting September 1, 2025, which is expected to reduce revenue by approximately 16.6 million yuan [4] Group 3 - Tenda Construction has won a bid for a new primary school project valued at 118 million yuan [2] - Jinfeng Technology plans to invest approximately 1.0137 billion yuan in the construction of a new materials production base [9] - High德 Infrared has signed a product order contract worth 307 million yuan [10]

Key Points - The core viewpoint of the articles revolves around various companies' announcements regarding stock performance, financial results, and strategic initiatives, highlighting both growth opportunities and challenges in their respective sectors. Group 1: Company Announcements - Aowei New Materials will resume trading on August 5, 2025, with no significant changes in its fundamentals, reporting a 12.50% increase in revenue to 784 million yuan but a 32.91% decrease in net profit due to foreign exchange losses [1][1] - Guizhou Moutai has repurchased 3.4517 million shares, totaling 5.301 billion yuan, which will be used for capital reduction [1][1] - China Shipbuilding plans to address dissenting shareholder buyout requests, leading to a suspension of its stock from August 13, 2025 [2] - China Heavy Industry is set to be absorbed by China Shipbuilding, potentially leading to its delisting from the Shanghai Stock Exchange [3] - Leshan Electric will implement a low electricity price policy for residential use starting September 1, 2025, which is expected to reduce its revenue by approximately 16.6 million yuan [4] - Ruikeda has begun small-scale supply of humanoid robot products, projecting sales revenue of about 10 million yuan for 2025 [5] - Fuyuan Pharmaceutical's innovative drug FY101 is still in Phase I clinical trials, with significant uncertainty regarding its success [6] - Lvtong Technology plans to acquire 51% of Damo Semiconductor for 530 million yuan to facilitate its strategic transition to the semiconductor industry [8] - Xizang Tianlu sold shares of China Power Construction for a total of 184 million yuan, expecting a net investment gain of approximately 45.75 million yuan [9] - Howey Group anticipates a net profit increase of 39% to 50% for the first half of 2025, driven by growth in its image sensor products [10] - Yipin Hong's subsidiary has received approval for clinical trials of its innovative drug for endometriosis [11] - Huiyu Pharmaceutical's innovative drug for advanced solid tumors has completed its first patient dosing in Phase I trials [12] - XGIMI Technology is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [13] - Longyang Electronics' HVLP copper foil products are still in the verification stage, with no revenue generated yet [14] - ST Yuancheng's independent director is under investigation for serious violations, but this will not affect the company's operations [15] - Xiling Power is focusing on robot components as a strategic direction, expanding its product development [17] - Shanghai Xiba plans to establish a joint venture with Yuyuan Rare Earth to promote lithium sulfide business development [18] Group 2: Financial Performance - Chiplink Integration reported a revenue of 3.495 billion yuan for the first half of 2025, with a net loss of 170 million yuan, an improvement from a loss of 471 million yuan in the previous year [19] - Liaoning Port's net profit for the first half of 2025 increased by 110.78% to 956 million yuan, with total revenue of 5.693 billion yuan [20] Group 3: Share Buybacks and Holdings - Nanjing Bank's shareholder Nanjing High-Tech increased its stake to 9% by acquiring 750,770 shares [21] - Xuedilong plans to reduce its holdings by up to 1% of the total share capital, amounting to 6.36 million shares [21]

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen markets announced significant updates, including plans for H-share issuance, executive resignations, and financial performance reports. Group 1: Corporate Announcements - XGIMI Technology is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange, with details still under discussion [2] - China Merchants Bank's Vice President Wang Xiaoqing resigned for work-related reasons, effective August 4, 2025 [3] - *ST Huaron announced that its controlling shareholder is planning a change in control, leading to a temporary suspension of its stock [4] - *ST Yuancheng's independent director is under investigation for serious violations, but this will not impact the company's operations [6] Group 2: Financial Performance - CATL has repurchased 6.641 million shares for a total amount of 1.551 billion yuan, representing 0.1508% of its total A-share capital [5] - ChipLink Integrated reported a net loss of 170 million yuan in the first half of 2025, an improvement from a loss of 471 million yuan in the same period last year, with revenue increasing by 21.38% [13] - Liaoning Port's net profit for the first half of 2025 increased by 110.78% year-on-year, reaching 956 million yuan [14] - Howey Group expects a net profit increase of 39.43% to 49.67% for the first half of 2025, driven by growth in its image sensor products [15] Group 3: Market Reactions - Daying Electronics clarified that its electronic skin products currently have no customers or revenue, while it does have income from humanoid robot-related businesses [7] - Zhongma Transmission stated that its electric vehicle reducers do not involve robot-related businesses, despite market speculation [8] - Longyang Electronics reported that its HVLP copper foil products are still in the verification stage and have not generated revenue [9][10] Group 4: Regulatory Changes - Xichang Electric announced it will implement a low valley electricity price policy starting September 1, 2025, which is expected to reduce its net profit by approximately 5.55 million yuan [11] - Leshan Electric also plans to execute a low valley electricity price policy from September 1, 2025, with an estimated revenue reduction of about 16.6 million yuan [12] Group 5: Shareholding Changes - Nanjing Bank's shareholder Nanjing High-Tech increased its stake to 9% by acquiring 7.5077 million shares between July 24 and August 4, 2025 [16]

Group 1 - Weihai Guangtai reported a net profit of 83.32 million yuan for the first half of 2025, a year-on-year decrease of 22.41%, while total revenue reached 1.425 billion yuan, an increase of 10.91% [1] - Haowei Group expects a net profit increase of 39.43% to 49.67% for the first half of 2025, estimating a profit range of 1.906 billion to 2.046 billion yuan [1] - Tengda Construction won a bid for a project worth 118 million yuan, with a construction period of 500 calendar days [1] Group 2 - Shanda Power plans to use up to 520 million yuan of idle raised funds for cash management, investing in safe and liquid products with a term not exceeding 12 months [3] - Rundu Co., Ltd. received approval for the listing application of its chemical raw material drug, which is suitable for surgical treatment in adults and children over one month old [4] - Zhongyuan Qihua's subsidiary's clinical trial application for a drug aimed at treating pulmonary fibrosis has been accepted [4] Group 3 - Shanghai Xiba plans to establish a joint venture with Yuyuan Rare Earth, focusing on advanced materials for lithium-ion solid-state batteries, with a registered capital of 200 million yuan [6] - Aorite's senior management plans to reduce their holdings by up to 62,500 shares, accounting for 0.02% of the company's total equity [7] - Yipin Hong's subsidiary's clinical trial application for a new oral drug for endometriosis has been accepted [8] Group 4 - Haya Pharmaceutical plans to lease idle assets covering 22,671.39 square meters for a period of 10 years [9] - Southern Precision Engineering applied for a credit limit of 50 million yuan from a bank for operational purposes [11] - Jindawei's subsidiary established a joint venture with a registered capital of 5 million yuan, focusing on the sale of food additives and health products [12] Group 5 - Gaode Infrared signed a product order contract worth 307 million yuan, expected to account for 11.46% of the company's audited revenue for 2024 [13] - Xichang Electric will implement a low valley electricity price policy starting September 1, 2025, which is expected to reduce net profit by approximately 5.55 million yuan [14] - Huyou Pharmaceutical's first subject has been dosed in a Phase I clinical trial for a drug targeting advanced solid tumors [16] Group 6 - Chuanheng Co., Ltd. received a patent for a dust removal system in mining operations [17] - Spring Wind Power's application for issuing convertible bonds has been accepted by the Shanghai Stock Exchange [18] - Liuyao Group plans to repurchase shares worth between 100 million and 200 million yuan [19] Group 7 - Baiyun Electric has obtained a commitment letter for a stock repurchase loan of up to 18 million yuan [20] - Tonghe Pharmaceutical received a patent for a method of preparing an intermediate for a migraine treatment drug [21] - Tainkang's subsidiary's Phase II clinical trial for a drug for vitiligo has shown significant efficacy and safety [23] Group 8 - Yuhua Tian's secretary and deputy general manager resigned for personal reasons [24] - Heizhima's controlling shareholder is planning a change in control, leading to a temporary suspension of stock trading [25] - Keda Li's subsidiary completed a capital increase, raising its registered capital to 700 million yuan [26] Group 9 - Fangda Special Steel's shareholder plans to reduce holdings by up to 1% of the company's shares [28] - ST Pava's director is under investigation for alleged embezzlement, but the company's operations remain normal [29] - Jiachuan Video's controlling shareholder is planning a change in control, resulting in a temporary stock suspension [32] Group 10 - Danhua Technology will change its stock name to Jinmei Technology starting August 7, 2025, due to a relocation of its registered office [33] - Morning Wind Technology's shareholder plans to reduce holdings by up to 1% of the company's shares [34] - Leshan Electric will adjust residential gas prices starting September 1, 2025, which is expected to increase gross profit by approximately 2.7 million yuan [35] Group 11 - SAIC Motor reported a total vehicle sales of 337,500 units in July 2025, a year-on-year increase of 34.22%, with significant growth in new energy vehicle sales [36] - LIGONG Navigation's shareholders plan to reduce holdings by up to 3% of the company's shares [37] - United Imaging's employee stock ownership platform plans to reduce holdings by up to 1.62% of the company's shares [38] Group 12 - Beiqi Blue Valley's subsidiary reported a 6.38% decline in sales in July 2025 [39] - Watson Bio's clinical research application for an mRNA vaccine has been accepted [40]

乐山电力（600644）(600644.SH)发布公告，四川省发展和改革委员会近日发布《关于地方电网居民生 活用电执行低谷电价政策有关事项的通知》(川发改价格〔2025〕369号)，因公司计量设施和营销系统 暂不具备条件，计划自2025年9月1日起执行。 本次电价政策的主要内容：1.全省地方电网供区内执行"一户一表"阶梯电价的居民用户执行低谷时段电 价政策，合表用户不执行低谷时段电价政策。2."一户一表"居民用户在丰水期(6月-10月)低谷时段(23:00 至次日07:00，下同)用电价格按照0.175元/千瓦时执行;枯、平水期(11月-次年5月)低谷时段用电价格按照 0.2535元/千瓦时执行。低谷时段用电量纳入阶梯电量计算范围，阶梯电量和阶梯加价标准按各地方电 网现行政策执行。3.各地方电网企业因执行低谷电价产生的损益纳入地方电网输配电价改革中统筹疏 导。 本次居民生活用电执行低谷电价对公司经营业绩会造成较大影响，经初步测算，本次调整预计减少公司 2025年电力业务收益约1660万元。 ...

智通财经APP讯，乐山电力(600644.SH)发布公告，四川省发展和改革委员会近日发布《关于地方电网 居民生活用电执行低谷电价政策有关事项的通知》(川发改价格〔2025〕369号)，因公司计量设施和营 销系统暂不具备条件，计划自2025年9月1日起执行。 本次电价政策的主要内容：1.全省地方电网供区内执行"一户一表"阶梯电价的居民用户执行低谷时段电 价政策，合表用户不执行低谷时段电价政策。2."一户一表"居民用户在丰水期(6月-10月)低谷时段(23:00 至次日07:00，下同)用电价格按照0.175元/千瓦时执行;枯、平水期(11月-次年5月)低谷时段用电价格按照 0.2535元/千瓦时执行。低谷时段用电量纳入阶梯电量计算范围，阶梯电量和阶梯加价标准按各地方电 网现行政策执行。3.各地方电网企业因执行低谷电价产生的损益纳入地方电网输配电价改革中统筹疏 导。 本次居民生活用电执行低谷电价对公司经营业绩会造成较大影响，经初步测算，本次调整预计减少公司 2025年电力业务收益约1660万元。 ...

四川省发展和改革委员会近日发布《关于地方电网居民生活用电 执行低谷电价政策有关事项的通知》（川发改价格〔2025〕369 号）， 因乐山电力股份有限公司（简称"公司"）计量设施和营销系统暂不 具备条件，计划自 2025 年 9 月 1 日起执行。现将本次电价政策的主 要内容及对公司的影响公告如下： 一、本次电价政策的主要内容 1.全省地方电网供区内执行"一户一表"阶梯电价的居民用户执 行低谷时段电价政策，合表用户不执行低谷时段电价政策。 证券代码：600644 证券简称：乐山电力 公告编号：2025-044 乐山电力股份有限公司 关于居民生活用电执行低谷电价政策的公告 2."一户一表"居民用户在丰水期(6 月-10 月)低谷时段(23:00 至次日 07:00，下同)用电价格按照 0.175 元/千瓦时执行；枯、平 水期(11 月-次年 5 月)低谷时段用电价格按照 0.2535 元/千瓦时执 行。低谷时段用电量纳入阶梯电量计算范围，阶梯电量和阶梯加价标 准按各地方电网现行政策执行。 3.各地方电网企业因执行低谷电价产生的损益纳入地方电网输 配电价改革中统筹疏导。 二、本次电价政策对公司的影响 本次居民生活用 ...