Group 1 - Seli Medical's therapeutic hypertension vaccine project faces significant uncertainty despite recent market interest, with a 2024 revenue of 26,800 yuan and a net loss of 2,382,300 yuan [3] - Renfu Pharmaceutical's shareholder plans to increase their stake with a loan commitment of up to 750 million yuan, aiming to acquire 1% to 2% of the company's shares at a maximum price of 25.53 yuan per share [4] - China Northern Rare Earth's third-quarter trading price for rare earth concentrate is set at 19,109 yuan per ton, with price adjustments based on REO percentage changes [7][9] Group 2 - Saisir expects a net profit increase of 66.2% to 96.98% for the first half of 2025, driven by new product launches and improved sales [13] - WuXi AppTec anticipates a 44.43% increase in adjusted net profit for the first half of 2025, with revenue expected to reach approximately 20.799 billion yuan [15] - Yiyuan Communication forecasts a 121.13% increase in net profit for the first half of 2025, capitalizing on the growth of 5G and AI technologies [16] Group 3 - Longqing Co. expects a net profit increase of 106.02% to 131.77% for the first half of 2025, attributed to production capacity release and cost reduction [17] - Guosheng Financial Holdings predicts a net profit increase of 236.85% to 394.05% for the first half of 2025, supported by improved brokerage and investment banking performance [18] - Dali Long anticipates a net profit increase of 162.38% to 249.84% for the first half of 2025, driven by market expansion and operational efficiency [19] Group 4 - Tianbao Infrastructure expects a staggering net profit increase of 1581.8% to 2329.27% for the first half of 2025, largely due to a significant tax refund [20] - China Shipbuilding anticipates a net profit increase of 98.25% to 119.49% for the first half of 2025, benefiting from improved production efficiency and order structure [21] - Shanghai Xiba expects a net profit increase of 136.47% to 181.85% for the first half of 2025, influenced by non-recurring income [22] Group 5 - *ST Yanzhen reports a total of 53.773 million shares accepted in a tender offer, representing 20.47% of total equity, with a new major shareholder emerging [12] - Shanghai Mechanical and Electrical's major shareholder has received approval for a share transfer that will not change the company's control [10] - Good Products plans to suspend trading due to a potential change in control, with a suspension expected for no more than two trading days [11]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets have released important announcements, highlighting significant developments and performance forecasts that may impact investor decisions [1]. Company Announcements - **Saili Medical**: The therapeutic hypertension vaccine project by its affiliate, Huajiyuan Biotechnology, faces significant uncertainty despite recent market interest in innovative drugs. The company holds a 15.61% stake in Huajiyuan, which reported a revenue of 26,800 yuan and a net loss of 2,382,300 yuan for 2024 [3]. - **Renfu Pharmaceutical**: Shareholder,招商生科, has secured a loan commitment of up to 750 million yuan from招商银行武汉分行 to increase its stake in Renfu Pharmaceutical. The planned share buyback will occur within six months starting from July 3, 2025, with a maximum purchase price of 25.53 yuan per share [4]. - **China Merchants Energy Shipping**: The company has received a new multi-purpose heavy-lift vessel, "Mingshi," as part of its order for four eco-friendly vessels. The fleet now includes 102 operational bulk carriers, with 16 vessels on order for future delivery [5]. - **Shangwei New Materials**: The company announced a significant stock price fluctuation, with a 30% increase over two days. A share transfer agreement was signed, potentially changing the controlling shareholder to Zhiyuan Hengyue, pending shareholder approval [6]. - **Northern Rare Earth**: The trading price for rare earth concentrates has been adjusted to 19,109 yuan per ton for Q3 2025, based on market conditions [7]. - **Baotou Steel**: Similar to Northern Rare Earth, Baotou Steel has proposed an adjustment of the rare earth concentrate trading price to 19,109 yuan per ton for Q3 2025 [9]. - **Shanghai Mechanical & Electrical**: The company received approval from the Shanghai State-owned Assets Supervision and Administration Commission for the transfer of 51.137 million shares from its controlling shareholder, Shanghai Electric, without changing control [10]. Performance Forecasts - **Eyer Communication**: The company expects a net profit of approximately 463 million yuan for the first half of 2025, a year-on-year increase of about 121.13%, driven by growth in the IoT sector [12]. - **Tianbao Infrastructure**: The company forecasts a net profit of 90 million to 130 million yuan for the first half of 2025, representing a year-on-year increase of 1581.8% to 2329.27% due to tax recoveries [13]. - **China Shipbuilding**: The expected net profit for the first half of 2025 is between 2.8 billion and 3.1 billion yuan, reflecting a year-on-year increase of 98.25% to 119.49% due to improved production efficiency and order structure [14]. - **Shanghai Xiba**: The company anticipates a net profit of 99 million to 118 million yuan for the first half of 2025, a year-on-year increase of 136.47% to 181.85%, primarily due to non-recurring income [15]. - **Longyuan Technology**: The expected net profit for the first half of 2025 is between 26 million and 31 million yuan, reflecting a year-on-year increase of 116.61% to 158.26% [16]. - **Zhengbang Technology**: The company forecasts a net profit of 190 million to 210 million yuan for the first half of 2025, marking a return to profitability driven by increased pig sales [17][18]. - **Bolong Technology**: The expected net profit for the first half of 2025 is between 22 million and 28 million yuan, a year-on-year increase of 123.09% to 183.93% due to successful project deliveries [19]. - **Haitou Shares**: The company anticipates a net profit of approximately 380 million yuan for the first half of 2025, a year-on-year increase of about 233.10% due to favorable market conditions [20]. - **Chuangjiang New Materials**: The expected net profit for the first half of 2025 is between 24 million and 29 million yuan, reflecting a year-on-year increase of 42.35% to 72% [21]. - **Hudian Shares**: The company forecasts a net profit of between 1.65 billion and 1.75 billion yuan for the first half of 2025, a year-on-year increase of 44.63% to 53.4% [22]. - **Taiping Bird**: The company expects a net profit of around 77.7 million yuan for the first half of 2025, a decrease of approximately 55% due to declining retail performance [23]. - **China Satellite**: The company anticipates a loss of between 21.2 million and 41.2 million yuan for the first half of 2025, attributed to reduced contract fulfillment and increased operational costs [24]. - **ST Yatai**: The company expects a loss of between 12.6 million and 20.9 million yuan for the first half of 2025, primarily due to cash flow issues and increased non-recurring expenses [25]. Major Contracts - **Bai Da Group**: The company signed a significant leasing contract for the Hangzhou Department Store, with a rental agreement of 375 million yuan per quarter, increasing by 4.5% every three years [26]. Shareholding Changes - **Baoshui Technology**: A major shareholder plans to reduce their stake by up to 1% through market transactions between August 4 and November 3, 2025 [28].

持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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： ? 大股东及董监高持股的基本情况 证券代码：600794 证券简称：保税科技 公告编号：2025-032 张家港保税科技（集团）股份有限公司 减持期间公司有送股、资本公积金转增股本、回购注销等股本变动事项的， 拟减持的比例不变，减持数量将根据公司总股本的变动进行相应调整。 一、减持主体的基本情况 | 股东名称 胜帮凯米 | | | | | | | --- | --- | --- | --- | --- | --- | | 控股股东、实控人及一致行动人 □是 √否 | | | | | | | 直接持股 5%以上股东 | | | √是 | □否 | | | 股东身份 | | | | | | | 董事、监事和高级管理人员 | | | | □是 | √否 | | 其他：无 | | | | | | | 持股数量 60,007,608股 | | | | | | | 持股比例 5.0000% | | | | | | | 当前持股股份 ...

证券代码：600794 证券简称：保税科技 公告编号：2025-032 张家港保税科技（集团）股份有限公司 持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 大股东及董监高持股的基本情况 截至本公告披露日，上海胜帮私募基金管理有限公司－共青城胜帮凯米投资 合伙企业（有限合伙）（以下简称"胜帮凯米"）持有张家港保税科技（集团）股 份有限公司（以下简称"公司"）无限售条件流通股 60,007,608 股，占公司总股 本的 5.0000%。 减持计划的主要内容 胜帮凯米计划自 2025 年 8 月 4 日至 2025 年 11 月 3 日通过集中竞价交易方 式减持不超过 12,001,521 股，即不超过公司总股本的 1%。 减持期间公司有送股、资本公积金转增股本、回购注销等股本变动事项的， 拟减持的比例不变，减持数量将根据公司总股本的变动进行相应调整。 | 股东名称 | 胜帮凯米 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、 ...

保税科技(600794.SH)公告称，公司持股5%以上股东胜帮凯米计划自2025年8月4日至11月3日通过集中竞 价交易方式减持不超过1200万股，即不超过公司总股本的1%。减持期间公司有 送股、资本公积金 转增 股本等股本变动事项的，拟减持的比例不变，减持数量将根据公司总股本的变动进行相应调整。 ...

保税科技(600794)今日涨停，全天换手率25.21%，成交额15.40亿元，振幅7.16%。龙虎榜数据显示，营业部席位合计净卖出3130.98万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.44%、日换手率达25.21%上榜，营业部席位合计净卖出3130.98万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交2.73亿元，其中，买入成交额为1.21亿元，卖出成交额为1.52亿元，合计净卖出 3130.98万元。 具体来看，今日上榜营业部中，第一大买入营业部为瑞银证券有限责任公司上海浦东新区花园石桥路第二证券营业部，买入金额为2953.62万元， 第一大卖出营业部为高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部，卖出金额为4158.44万元。 近半年该股累计上榜龙虎榜9次，上榜次日股价平均涨1.12%，上榜后5日平均跌6.20%。 资金流向方面，今日该股主力资金净流入2656.16万元，其中，特大单净流入4236.33万元，大单资金净流出1580.17万元。近5日主力资金净流入 2.40亿元。 4月26日公司发布的一季报数据显示，一季度公司共实现营业收入2.28亿元，同比下 ...

张家港保税科技（集团）股份有限公司 股票交易异常波动公告 证券代码：600794 证券简称：保税科技 编号：临 2025-031 经公司自查，并经向控股股东发函确认：截至本公告披露日，公司、控股股东 及实际控制人均不存在影响公司股票交易异常波动的重大事项，不存在应披露而未 披露的重大信息，包括但不限于重大资产重组、股份发行、收购、债务重组、业务 重组、资产剥离、资产注入、股份回购、股权激励、破产重整、重大业务合作、引 进战略投资者等重大事项。 （三）媒体报道、市场传闻、热点概念情况 公司目前未发现对公司股票交易价格可能产生重大影响的媒体报道或市场传 闻，亦未涉及市场热点概念。 本公司及董事会全体成员保证公告内容不存在虚假记载、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： 张家港保税科技（集团）股份有限公司（以下简称"公司"）股票于 2025 年 6 月 20 日、6 月 23 日连续两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。经公司自查，并向公司控股股东发函问询核实，确认不存在应披露 而未披露的重大信息。 一、股票交易异常波动的具体情况 ...

证券代码：600794 证券简称：保税科技 编号：临 2025-031 张家港保税科技（集团）股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证公告内容不存在虚假记载、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： 张家港保税科技（集团）股份有限公司（以下简称"公司"）股票于 2025 年 6 月 20 日、6 月 23 日连续两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。经公司自查，并向公司控股股东发函问询核实，确认不存在应披露 而未披露的重大信息。 一、股票交易异常波动的具体情况 经公司自查，并经向控股股东发函确认：截至本公告披露日，公司、控股股东 及实际控制人均不存在影响公司股票交易异常波动的重大事项，不存在应披露而未 披露的重大信息，包括但不限于重大资产重组、股份发行、收购、债务重组、业务 重组、资产剥离、资产注入、股份回购、股权激励、破产重整、重大业务合作、引 进战略投资者等重大事项。 二、公司关注并核实的相关情况 （三）媒体报道、市场传闻、热点概念情况 （一）生产经营情况 经公司自查，公司目前生产经营正常，内外部经营 ...

张家港保税科技(集团)股份有限公司: 张家港保税区金遴 |有限公司 2025 6月 23 贵司来函收悉,函告如下: 张家港保税区金港资产经营集团有限公司 关于保税科技股票交易异常波动的回复函 特此函复。 截至目前,本公司及股东不存在应披露而未披露的影响 贵司股价异常波动的重大信息,包括但不限于重大资产重组、 发行股份、上市公司收购、债务重组、业务重组、资产剥离 和资产注入等重大事项。 截至目前,本公司及股东无买卖贵司股票的行为。 ...

智通财经6月23日电，保税科技(600794.SH)发布异动公告，经自查，公司目前生产经营正常，内外部经 营环境未发生重大变化。公司、控股股东及实际控制人均不存在影响公司股票交易异常波动的重大事 项，不存在应披露而未披露的重大信息。公司股票价格于2025年6月20日、6月23日连续两个交易日内日 收盘价格涨幅偏离值累计超过20%，股价剔除大盘和板块整体因素后的实际波动幅度较大。敬请广大投 资者注意二级市场交易风险，理性决策，审慎投资。 2连板保税科技：生产经营正常 无应披露而未披露的重大事项 ...