Core Viewpoint - The company announces the lifting of restrictions on the third phase of its 2021 restricted stock incentive plan, allowing 37,980,750 shares to be listed and circulated starting from July 24, 2025 [1][12]. Summary by Sections 1. Implementation of the 2021 Restricted Stock Incentive Plan - The company has completed the necessary decision-making procedures and disclosed information regarding the 2021 restricted stock incentive plan [1][2]. - Independent directors provided opinions on the relevant proposals, and the supervisory board verified the matters related to the incentive plan [1][2]. 2. Conditions for Lifting Restrictions - The third lifting of restrictions has been achieved as the conditions set forth in the incentive plan have been met [11][12]. - The company’s performance metrics, including a net asset return rate of 11.71% and an economic value added (EVA) growth rate of 87.86%, satisfied the requirements for lifting restrictions [10][11]. 3. Details of the Lifting of Restrictions - A total of 519 individuals are eligible for the lifting of restrictions, with 3,798,075 shares available for release, representing approximately 0.73% of the company's total share capital [11][12]. - The specific lifting of restrictions will occur on July 24, 2025, with the total number of shares being 37,980,750 [12]. 4. Changes in Share Capital Structure - Following the lifting of restrictions, the company’s share capital structure will change, with the number of shares with limited sale conditions dropping to zero, while the number of unrestricted shares will increase to 5,191,682,790 [12]. 5. Legal Opinions - The legal opinion confirms that the company has obtained the necessary approvals for the lifting of restrictions and that the conditions have been met according to the relevant regulations [12].

证券代码：600704 证券简称：物产中大 公告编号：2025-049 物产中大集团股份有限公司 关于 2021 年限制性股票激励计划首次授予部分第三个 解除限售期解除限售暨上市流通的提示性公告 本次股票上市流通日期为2025 年 7 月 24 日。 一、2021 年限制性股票激励计划批准及实施情况 （一）已履行的决策程序和信息披露情况 1．2021 年 4 月 16 日，公司召开九届十六次董事会会议，审议通过了《关于 公司<2021 年限制性股票激励计划（草案）>及其摘要的议案》《关于公司<2021 年 限制性股票激励计划实施考核管理办法>的议案》《关于提请股东大会授权董事会 办理公司 2021 年限制性股票激励计划有关事项的议案》等相关议案。公司独立董 事就本次激励计划相关议案发表了独立意见。 同日，公司召开九届九次监事会会议，审议通过了《关于公司<2021 年限制性 股票激励计划（草案）>及其摘要的议案》《关于公司<2021 年限制性股票激励计划 实施考核管理办法>的议案》《关于公司<2021 年限制性股票激励计划激励对象名 单>的议案》。公司监事会对本次激励计划的相关事项进行核实并出具了相关核查 意见 ...

浙江京衡律师事务所 关于物产中大集团股份有限公司 2021年限制性股票激励计划首次授予部分 第三个解除限售期解除限售条件成就 相关事项的 法律意见书 地址：浙江省杭州市杭大路黄龙世纪广场C区九层 邮编：310007 电话：0571-28006970 传真：0571-87901646 浙江京衡律师事务所 法律意见书 本所及经办律师依据《证券法》《律师事务所从事证券法律业务管理办法》 和《律师事务所证券法律业务执业规则（试行）》等规定及本法律意见书出具日 以前已经发生或存在的事实，严格履行了法定职责，遵循了勤勉尽责和诚实信用 原则，进行了充分的核查验证，保证本法律意见书所认定的事实真实、准确、完 整，所发表的结论性意见合法、准确，不存在虚假记载、误导性陈述或者重大遗 漏，并承担相应法律责任。 公司已向本所律师作出承诺，保证其向本所提供的所有文件资料及所作出的 1 浙江京衡律师事务所 关于物产中大集团股份有限公司 2021 年限制性股票激励计划首次授予部分 第三个解除限售期解除限售条件成就相关事项的 法律意见书 致：物产中大集团股份有限公司 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 ...

证券代码：600704 证券简称：物产中大 公告编号：2025-048 三、本次募集资金专户注销情况 物产中大关于注销募集资金专户的公告 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。 一、募集资金基本情况 经中国证券监督管理委员会《关于核准物产中大集团股份有限公司非公开发 行股票的批复》（证监许可[2019]1159 号）核准，公司采用非公开发行方式， 向特定对象非公开发行人民币普通股(A 股)股票 755,499,623 股，募集资金 381,527.31 万元。根据天健会计师事务所（特殊普通合伙） 出具的《验资报告》 （天健验〔2019〕367 号），截至 2019 年 10 月 31 日止，物产中大实际募集资 金总额为人民币 381,527.31 万元，扣除与本次发行有关的费用人民币 1,628.64 万元后，公司本次募集资金净额为 379,898.67 万元。 二、募集资金存放和管理情况 为规范公司募集资金的管理、存放和使用，保护投资者的合法权益，根据《上 市公司募集资金监管规则》《上市公司监管指引第 2 号— ...

Core Viewpoint - The China Securities Index Transportation Industry Index has shown a slight decline over the past month but has increased over the last three months and year-to-date, indicating a mixed performance in the transportation sector [2]. Group 1: Index Performance - The China Securities Index Transportation Industry Index reported a decrease of 0.91% over the past month, an increase of 3.46% over the last three months, and a year-to-date increase of 0.05% [2]. - The index is designed to reflect the overall performance of different industry companies within the China Securities Index sample, categorized into various industry levels [2]. Group 2: Index Composition - The top ten weighted companies in the China Securities Index Transportation Industry Index are: SF Express (9.92%), Beijing-Shanghai High-Speed Railway (9.56%), COSCO Shipping Holdings (9.55%), Datong Railway (9.49%), Spring Airlines (4.07%), YTO Express (3.58%), China Merchants Energy Shipping (3.05%), Jianfa Holdings (2.8%), Wuzhou International (2.71%), and Blue Lithium (2.49%) [2]. - The index's holdings are primarily listed on the Shanghai Stock Exchange (73.43%) and the Shenzhen Stock Exchange (26.57%) [2]. Group 3: Industry Breakdown - The industry composition of the index includes: logistics (23.54%), shipping (23.29%), railway transportation (22.73%), express delivery (16.98%), air transportation (10.96%), road transportation (2.16%), and public transport (0.33%) [3]. - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3].

Market Overview - The Shanghai Composite Index rose by 0.37% on July 17, with 25 out of 28 sectors experiencing gains, led by defense and military industry (up 2.74%) and communication (up 2.41%) [2] - The transportation sector saw a decline of 0.39%, ranking second in terms of daily losses [2] Capital Flow - The net inflow of capital in the two markets was 11.662 billion yuan, with 15 sectors experiencing net inflows [2] - The computer sector had the highest net inflow of 5.202 billion yuan, with a daily increase of 1.33%, followed by the electronics sector with a net inflow of 4.455 billion yuan and a daily increase of 2.18% [2] Transportation Sector Analysis - The transportation sector had a net inflow of 63.887 million yuan, with 125 stocks in the sector; 44 stocks rose while 70 fell [3] - The top three stocks with the highest net inflow in the transportation sector were HNA Technology (1.89 billion yuan), Dazhong Transportation (1.39 billion yuan), and HNA Holding (482.217 million yuan) [3] - The stocks with the highest net outflow included COSCO Shipping Holdings (-1.68 billion yuan), China Eastern Airlines (-361.695 million yuan), and Wuchan Zhongda (-319.786 million yuan) [5] Transportation Sector Capital Inflow and Outflow - The top inflow stocks in the transportation sector included: - HNA Technology: +10.03%, 6.50% turnover, 189.117 million yuan inflow [4] - Dazhong Transportation: +2.89%, 6.91% turnover, 139.370 million yuan inflow [4] - HNA Holding: +0.71%, 0.90% turnover, 48.221 million yuan inflow [4] - The top outflow stocks included: - COSCO Shipping Holdings: -1.43%, 0.77% turnover, -1.677 billion yuan outflow [5] - China Eastern Airlines: 0.00%, 0.27% turnover, -361.695 million yuan outflow [5] - Wuchan Zhongda: +0.18%, 1.24% turnover, -319.786 million yuan outflow [5]

Group 1 - Datang Power achieved a total on-grid electricity of approximately 123.99 billion kWh for the first half of 2025, a year-on-year increase of 1.30%, with wind and solar power generation increasing by 31.27% and 36.35% respectively [1] - North Self Technology signed an equipment procurement contract with a total amount of 164 million yuan [1] - Jinchuan Co. reported a net profit of 1.38 billion yuan for the first half of 2025, a year-on-year decrease of 8.45%, with operating revenue of 6.96 billion yuan, an increase of 5.55% [1][2] Group 2 - Microchip Biotech expects a revenue of 407 million yuan for the first half of 2025, a year-on-year increase of 35%, and a net profit of approximately 30.06 million yuan, a year-on-year increase of 173% [3] - Zongheng Co. anticipates a revenue of 135 million yuan for the first half of 2025, a year-on-year increase of 61.72%, with a net loss of 34.68 million yuan, reducing losses by 18.34 million yuan compared to the previous year [5] - Tuojing Technology expects a revenue of 1.21 billion to 1.26 billion yuan for the second quarter of 2025, a year-on-year increase of 52% to 58%, with a net profit of 238 million to 247 million yuan, a year-on-year increase of 101% to 108% [7] Group 3 - Star Power reported a net profit of 73.42 million yuan for the first half of 2025, a year-on-year decrease of 13.44%, with total revenue of 1.52 billion yuan, an increase of 13.70% [8] - Xiamen Tungsten reported a net profit of 972 million yuan for the first half of 2025, a year-on-year decrease of 4.41%, with operating revenue of 19.18 billion yuan, an increase of 11.75% [9] - Yikang Pharmaceutical's subsidiary received approval for clinical trials of YKYY029 injection for hypertension [11] Group 4 - Mould Technology received a project designation for luxury car exterior parts, with an expected total sales of 2.044 billion yuan over a five-year lifecycle [13] - Jinzhik Technology won multiple projects from the State Grid and Southern Power Grid, with a total bid amount of 133 million yuan [14] - Changjiang Media plans to use up to 700 million yuan of idle funds to purchase financial products [16] Group 5 - Ningbo Gaofa plans to invest up to 20 million USD to establish a production base in Morocco [20] - Xuantai Pharmaceutical's subsidiary received EU GMP certification for solid dosage production lines [22] - Changhua Group received a project designation for key metal structural components from a domestic new energy vehicle company, with an expected total sales of 235 million yuan over a four-year lifecycle [23]

Group 1 - Henan Province has introduced new policies to support listed companies in mergers and acquisitions, encouraging transformation and resource allocation towards sectors like artificial intelligence, low-altitude economy, biomedicine, new materials, and high-end equipment [1] - Postal Savings Bank announced plans to invest 10 billion yuan to establish a financial asset investment company, marking the establishment of financial asset investment companies by all six major state-owned banks [1] Group 2 - Nvidia CEO Jensen Huang highlighted 11 Chinese companies during his speech at the Chain Expo, praising China's supply chain as a miracle and predicting that factories will be driven by software and AI in the next decade [2] Group 3 - The State Council meeting emphasized strengthening domestic circulation as a strategic move for economic stability, focusing on boosting consumption and optimizing policies to release domestic demand potential [5] - The Minister of Commerce stressed the importance of high-level opening-up to enhance domestic circulation and improve international competitiveness [7] Group 4 - Beijing Yizhuang has launched the first local 6G industry funding support policy, offering up to 30 million yuan for companies undertaking significant 6G technology tasks [9] - National power load has reached a historical high of 1.506 billion kilowatts, marking a 0.55 billion kilowatt increase from last year [10] - China has successfully established the world's first international standard for supercapacitors used in power storage, receiving support from countries like Germany and Japan [10] Group 5 - Fengshen Co. plans to raise up to 1.1 billion yuan through a private placement to expand its production capacity for high-performance giant engineering tires [11] - Pinggao Electric has won a procurement project from the State Grid worth approximately 1.45 billion yuan, accounting for 11.69% of its 2024 revenue [13] - Tuo Xin Pharmaceutical intends to invest 10 million yuan in Jiangsu Jinsan Biotechnology, acquiring a 1.75% stake [15] - Tesla announced the upcoming launch of Model Y L, a luxury electric SUV, expected to be priced around 400,000 yuan [17] - BYD plans the largest-scale OTA update for its "Tian Shen Zhi Yan" intelligent driving system, covering multiple functionalities [19] Group 6 - Wuzhou Zhongda intends to acquire 100% equity of Huzhou South Taihu Technology for 1.457 billion yuan, aiming to enhance its market share in the cogeneration sector [21] - AUX Electric has submitted a listing application to the Hong Kong Stock Exchange, with a market share of 7.1% in 2024 [23] - ST Huawang plans to purchase 55.5% equity of Anhui Niwei Power Systems for a total of approximately 606 million yuan [25] - Shangwei Co. aims to raise up to 1.144 billion yuan through a private placement to enhance its digital transformation and marketing efforts [26] - Faraday Future announced it has secured 105 million USD in financing to accelerate the launch of its new FX Super One model [27] - Huayuan Holdings plans to repurchase shares worth 20 to 40 million yuan for employee stock ownership plans [28] - Pinming Technology expects a net profit of 28 to 34 million yuan for the first half of the year, representing a year-on-year growth of 231.79% to 302.89% [29]

Group 1 - The rumor of Federal Reserve Chairman Powell being fired by Trump caused significant market fluctuations, with a drop in U.S. stocks and a rise in gold and Bitcoin prices [1][3] - After Trump denied the rumors, U.S. stocks rebounded, with the S&P 500 rising by 0.32%, the Dow Jones by 0.53%, and the Nasdaq by 0.26% [1] - The 2-year U.S. Treasury yield fell by over 7 basis points during the rumor but narrowed its decline after the denial [3] Group 2 - Tesla's stock increased by 3.5% as the Model Y L is set to be delivered this fall [2] - Chip stocks experienced mixed results, with AMD rising by 3% while ASML fell by over 8% [2] - The Nasdaq Golden Dragon China Index fell by 1.41%, with notable movements in Chinese concept stocks [2] Group 3 - The U.S. House Financial Services Committee Chairman stated that there are enough votes to push forward a stablecoin bill [5] - The CEO of a major U.S. bank indicated plans to collaborate with some stablecoin projects [6] Group 4 - Major developments in China's economic policies include initiatives to boost consumption and regulate the electric vehicle industry [9][10] - The Henan provincial government has introduced policies to support mergers and acquisitions for listed companies [10] Group 5 - The tungsten market continues to see price increases, with black tungsten concentrate prices rising by 25% since the beginning of the year [21] - The Ministry of Natural Resources has reduced the tungsten mining quota for 2024 and 2023, indicating tighter supply conditions [21] Group 6 - MiniMax is nearing completion of a new financing round of approximately $300 million, with a post-financing valuation exceeding $4 billion [19] - The company is reportedly seeking an A-share listing, reflecting its commercial potential in the AI sector [19] Group 7 - The Beijing Economic Development Zone has launched a special fund to support 6G technology development, with a maximum funding of 30 million yuan for qualifying enterprises [20] - The initiative aims to establish a leading 6G innovation development area by 2030 [20]

Group 1 - Meidi Kai plans to acquire 100% equity of Haisholi and INNOWAVE VIETNAM for a total of 2 billion KRW, entering Samsung's supply chain and filling gaps in its ultra-thin optical film business [3] - Tuo Xin Pharmaceutical will invest 10 million CNY in Jiangsu Jinsan Biotechnology, acquiring a 1.75% stake, as Jinsan has successfully produced high-purity ergothioneine [4] - Zhejiang Energy Power reported a 4.48% increase in power generation to 78.848 billion kWh in the first half of the year, driven by rising electricity demand in Zhejiang province [5] Group 2 - Anker Innovation is researching overseas share issuance to enhance its global strategy and brand image, with no specific plan confirmed yet [6] - *ST Chuangxing announced a change in actual controller to Wang Xiangrong after a judicial auction of shares [7] - Hosheng Silicon Industry's controlling shareholder plans to transfer 5.08% of its shares for 2.634 billion CNY [8] Group 3 - Wuchan Zhongda's subsidiary plans to acquire 100% equity of South Taihu Technology for 1.457 billion CNY, aiming to strengthen its position in the cogeneration sector [9] - Postal Savings Bank intends to invest 10 billion CNY to establish a financial asset investment company, supporting technological innovation and private enterprises [10] - *ST Huawang plans to purchase 55.5% equity of Niwei Power for a total of approximately 6.01 billion CNY, focusing on the development of high-pressure fuel tank systems for hybrid vehicles [11] Group 4 - Tiande Yu expects a 50.89% increase in net profit to 152 million CNY in the first half of 2025, driven by growth in display driver chips [14] - Pinming Technology anticipates a net profit increase of 231.79% to 340 million CNY in the first half of 2025, attributed to growth in construction information software [15] - *ST Jinglun forecasts a loss of 19 to 22 million CNY in the first half of 2025, despite a 23.5% revenue increase [16] Group 5 - Jindi Co. signed an industrial project investment contract with the government for no less than 1.5 billion CNY to expand its market in Southwest China [17] - Baiyun Electric is expected to win a procurement project from the State Grid worth 164 million CNY [18] Group 6 - Fulei New Materials plans to reduce its stake by up to 1.33% through trading [19] - Yaxin Security's shareholders plan to collectively reduce their stake by up to 3% [20] - Zhongchong Co.'s controlling shareholder plans to reduce its stake by up to 1.5% [21] Group 7 - Huayuan Holdings intends to repurchase shares worth 20 to 40 million CNY for employee stock ownership plans [24] - Taiji Group plans to repurchase shares worth 80 to 120 million CNY, all for cancellation [25] Group 8 - Fengshen Co. plans to raise up to 1.1 billion CNY through a private placement for a tire expansion project [26] - Shangwei Co. plans to raise up to 1.144 billion CNY through a private placement to enhance its capabilities [27] - Shanggao Environmental plans to raise up to 718 million CNY through a private placement for working capital and debt repayment [28]