Group 1: Company Announcements - China Merchants Bank has received approval to establish a wholly-owned subsidiary, China Merchants Financial Asset Investment Co., with a registered capital of 15 billion yuan, aimed at market-oriented debt-to-equity swaps and equity investment pilot projects [3] - Aerospace Chengtong has had its qualification for military material engineering service procurement restored after completing internal investigations and appeals [4] - Funiu Co.'s controlling shareholder has obtained a loan commitment of up to 162 million yuan from Bank of China Fujian Branch to increase its stake in the company [5] - Jiete Bio plans to establish a partnership fund with a total investment of 50.01 million yuan, focusing on early and mid-stage biopharmaceutical projects [6] - ST Yazhen's stock will resume trading on July 4 after completing a review due to a significant price deviation [7] - Xingxin New Materials intends to invest approximately 800 million yuan in a project to produce 153,000 tons of polyolefin amine series products in the China-Malaysia Qinzhou Industrial Park [8] - Changling Hydraulic's controlling shareholder is planning a change in control, leading to a temporary suspension of trading [9] - Xinda Real Estate's affiliate will provide up to 240 million yuan for asset renovation projects, with a 7-year term and a 5% annual interest rate [10] Group 2: Major Contracts - China Electric Power Construction has signed a mining transportation project contract worth approximately 5.063 billion yuan in Guinea, with a total project duration of about 72 months [12] - China Oil Engineering's subsidiary has signed a contract worth 294 million USD (approximately 2.122 billion yuan) for the Atawi GMP pipeline project in Iraq, which will positively impact future revenues and profits [13] - Boshi Co. has entered into an outsourcing service contract with China National Petroleum Corporation, valued at 109 million yuan over a 3-year period [14] Group 3: Performance Updates - Poly Developments reported a 30.95% year-on-year decrease in June contract amount to 29.011 billion yuan, with a total of 145.171 billion yuan for the first half of the year, down 16.25% [16] - Huayin Power expects a net profit increase of 175 to 215 million yuan for the first half of 2025, driven by increased power generation and reduced fuel costs [17]

证券简称：华银电力 证券代码：600744 公告编号：临 2025-017 本公司董事会及全体董事保证本公告内容不存在虚假 记载、误导性陈述或重大遗漏，并对公告内容的真实性、准 确性、完整性承担法律责任。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司目前经营正常，内外部经营环境未发 生重大变化，不存在影响公司股票交易价格异常波动的重大 事项。 ●重要内容提示 ●公司股票于2025年7月1日、7月2日、7月3日连续三个 交易日内收盘价格涨幅偏离值累计超过20%，根据《上海证 券交易所交易规则》等有关规定，属于股票交易异常波动的 情形。 ●经公司自查并向控股股东及实际控制人核实，公司生 产经营正常，不存在应披露而未披露的重大事项。 一、股票交易异常波动的具体情况 大唐华银电力股份有限公司 关于股价异常波动的公告 公司股票于2025年7月1日、7月2日、7月3日连续三个交 易日内收盘价格涨幅偏离值累计超过20%，根据《上海证券 交易所交易规则》等有关规定，属于股票交易异常波动的情 形。 （一）公司生产经营情况说明 公司目前经营正常，内外部经营环境未发生重大变化， 不存在影响公司股票交易价格异常 ...

3天2板华银电力：预计半年度归母净利润1.8亿-2.2亿元（未经审计） 智通财经7月3日电，华银电力(600744.SH)公告称，公司股票于2025年7月1日、7月2日、7月3日连续三 个交易日内收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。经自查和问询控股股东及 实际控制人，截至本公告披露日，不存在影响公司股票交易异常波动的重大事项，也不存在应披露而未 披露涉及公司的重大信息。公司预计2025年半年度实现归属于母公司所有者的净利润1.8亿-2.2亿元，与 上年同期相比将增加1.75亿-2.15亿元。 ...

Core Viewpoint - The short-term sentiment in the market has improved, with a significant number of stocks reaching their upper limit, indicating a potential recovery in investor confidence [1] Group 1: Market Performance - A total of 61 stocks hit the daily limit, with 14 stocks classified as consecutive limit-up stocks, and 5 of these achieved three consecutive limit-ups or more [1] - The upgrade rate for consecutive limit-up stocks was 41.67%, excluding ST and delisted stocks [1] - Over 3,200 stocks in the market experienced an increase, reflecting a broad-based rally [1] Group 2: Notable Stocks - Chengbang Co. achieved a limit-up, marking its sixth consecutive limit-up [1] - Dazhongnan showcased a "ground-to-sky" performance with 8 limit-ups in 6 days [1] - Haoshanghao reached a historical high with 5 limit-ups over 7 days [1] Group 3: Sector Performance - The innovative drug sector led the market gains, with notable performances from companies like Innovent Biologics, which saw a rise of over 9% in Hong Kong [1] - In the A-share market, Selin Medical achieved three consecutive limit-ups, while Chengyi Pharmaceutical and Weiming Pharmaceutical recorded two and three limit-ups, respectively [1] - The PCB sector also showed strength, with Shenghong Technology increasing over 6%, surpassing a market capitalization of 120 billion, and Pengding Holdings hitting the limit-up [1]

华银电力3天2板， 九洲集团、华电聊能涨超5%， 乐山电力、 杭州热电、 西昌电力、 赣能股份、 湖南 发展、 江苏新能等跟涨。消息面上，近期南方区域电力市场启动连续结算，这意味着电力交易由过去 按周、按月交易，变为现在每天不间断、跨省区交易，这是全国统一电力市场初步建成的标志性成果。 ...

Group 1 - A-share power stocks experienced significant upward movement, with Huayin Power rising over 9% [1] - Jiuzhou Group saw an increase of more than 6% [1] - Other companies such as Leshan Power, Hengsheng Energy, Huadian Liaoning, and Chuan Electric International also followed suit with gains [1]

Market Overview - The Shanghai Composite Index rose by 0.39% on July 1, with 20 out of 28 sectors experiencing gains. The top-performing sectors were Comprehensive and Pharmaceutical & Biological, with increases of 2.60% and 1.80% respectively [1] - The Utilities sector saw a rise of 1.05%, with a net inflow of 860 million yuan in main funds. Out of 131 stocks in this sector, 93 rose, and 3 hit the daily limit [1] Utilities Sector Performance - In the Utilities sector, 69 stocks experienced net inflows, with 7 stocks receiving over 50 million yuan in net inflows. The top stock for net inflow was Huayin Electric, with 364 million yuan, followed by Huadian Energy and Changjiang Electric with 105 million yuan and 102 million yuan respectively [1] - The stocks with the highest net outflows included Xiexin Energy Technology, Sheneng Co., and Gansu Energy, with net outflows of 219 million yuan, 53 million yuan, and 44 million yuan respectively [2] Top Gainers in Utilities Sector - The top gainers in the Utilities sector included: - Huayin Electric: +9.98%, turnover rate 7.72%, main fund flow 364.48 million yuan - Huadian Energy: +9.83%, turnover rate 5.33%, main fund flow 104.96 million yuan - Changjiang Electric: +0.76%, turnover rate 0.25%, main fund flow 102.34 million yuan [1] Top Losers in Utilities Sector - The top losers in the Utilities sector included: - Xiexin Energy Technology: +2.37%, turnover rate 17.60%, main fund flow -219.26 million yuan - Sheneng Co.: +0.23%, turnover rate 0.56%, main fund flow -53.37 million yuan - Gansu Energy: -1.10%, turnover rate 2.56%, main fund flow -44.23 million yuan [2] Related ETF - The Green Power ETF (Product Code: 562550) tracks the China Securities Green Power Index, with a recent five-day change of +1.42% and a price-to-earnings ratio of 17.18 times. The latest share count is 12 million, a decrease of 500,000 shares, with a net inflow of 816,000 yuan [4]

Group 1 - The electricity sector experienced a strong rebound on July 1, with Huayin Power hitting the daily limit and Huadian Liaoning Energy rising over 9% [1] - The overall strength of electricity stocks is driven by the expectation of approaching peak electricity demand due to higher than normal temperatures in most regions of the country in July [1] - Huayin Power, as a leading thermal power enterprise in Hunan Province, has over 70% of its installed capacity from thermal power and has diversified into wind and solar projects, achieving a dual-driven model of "thermal power + new energy" [1] Group 2 - Huayin Power has all 13 thermal power units operational and is implementing measures to ensure stable electricity supply, including optimizing generation plans and managing coal procurement channels [1] - The electricity sector's fundamentals are improving, with a significant downward trend in coal prices reducing cost pressures for thermal power companies, while the optimization of capacity pricing mechanisms enhances revenue expectations [1] - The hydropower and green energy sectors are also showing structural investment opportunities as clean energy continues to develop, benefiting related enterprises [2]

Core Points - Huayin Power (600744) closed at 4.43 yuan on June 27, 2025, up 2.31% from the previous week [1] - The company's market capitalization is currently 8.998 billion yuan, ranking 54th out of 102 in the power sector and 1793rd out of 5151 in the A-share market [1] Company Announcements - The 2024 Annual General Meeting of Huayin Power was held on June 27, 2025, in Changsha, presided over by Chairman Liu Xuedong [1] - A total of 2,061 shareholders and authorized representatives attended the meeting, representing 800,743,916 shares, which is 39.4236% of the total voting shares [1] - The meeting approved 12 resolutions, including the 2024 Board of Directors' work report, Supervisory Board's work report, annual report and summary, and the profit distribution and capital reserve transfer to share capital for 2024 [1] - The profit distribution and capital reserve transfer to share capital resolution received 798,057,515 votes in favor, accounting for 99.6645% [1][3] - The meeting was witnessed by lawyers from Hunan Jinzhou Law Firm, confirming the legality of the meeting's procedures and results [1]

湖 南 金 州 律 师 事 务 所 ------HUNAN JIN ZHOU LAW FIRM------ 全国优秀律师事务所 司法部部级文明所 地址：湖南省长沙市岳麓区潇湘南路一段 208 号柏宁地王广场北栋 7-10、19 层 电话：0731-85012988 传真：0731-85231168 网址：www.hnjzlaw.net 湖南金州律师事务所 关于大唐华银电力股份有限公司 法律意见书 2025金律非字第 237 号 致：大唐华银电力股份有限公司 根据《中华人民共和国公司法》 （以下简称" 《公司法》 "）、 《中华 人民共和国证券法》 （以下简称" 《证券法》 "）、 《中华人民共和国律师 法》和中国证券监督管理委员会（以下简称"证监会"）关于《上市 公司股东会规则》 （以下简称"《股东会规则》 "）等相关法律、法规、 规章、规范性文件以及大唐华银电力股份有限公司章程（以下简称 " 《公司章程》 "）的规定，湖南金州律师事务所（以下简称"本所" ） 接受大唐华银电力股份有限公司（证券简称：华银电力；证券代码： ）的委托，指派律师出席公司 2024 年年度 股东大会（以下简称"本次股东大会" ）并出 ...