证券之星消息，7月29日汽车服务板块较上一交易日上涨0.11%，交运股份领涨。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。汽车服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600676 | 交运股份 | 5.53 | 9.94% | 30.16万 | 1.64亿 | | 838030 | 德众汽车 | 7.79 | 0.39% | 2.03万 | 1566.45万 | | 600335 | 国机汽车 | 6.55 | -0.15% | 10.83万 | 7051.09万 | | 600386 | 北巴传媒 | 4.74 | -0.21% | 11.39万 | 5368.71万 | | 300825 | 阿尔特 | 11.65 | -0.51% | 15.22万 | 1.76亿 | | 600653 | 申博控股 | 1.93 | -0.52% | 29.12万 | 5610.82万 | | 000701 | 厦门 ...

New Stock Issuance - Multiple companies are scheduled for new stock issuance on July 24, 2025, including *ST Zitian (300280) and ST Nanzhi (002305) [1] - Significant announcements were made for companies like Guosheng Tang (300436) and Huayin Power (600744) on July 17 and July 15, respectively [1] Trading Alerts - Companies such as Gaoguan Min Explosive (002827) and Zhongyan Dadi (003001) have recent trading alerts as of July 24, 2025 [1] - A total of 50 companies have been flagged for abnormal trading fluctuations, indicating potential market volatility [2] Market Trends - The report highlights a trend of increased market activity with numerous companies announcing significant changes in stock status [1] - The presence of multiple *ST (Special Treatment) companies suggests heightened scrutiny and potential risk for investors [1] Regulatory Compliance - Companies are required to disclose significant announcements to ensure transparency in trading activities [1] - The report emphasizes the importance of monitoring announcements to assess market conditions and investment risks [1]

Core Viewpoint - The company is facing significant challenges in the automotive sector, particularly due to the rapid growth of electric vehicles (EVs) which has led to a decline in demand for traditional fuel vehicles, resulting in a substantial decrease in inventory value and increased inventory impairment provisions [1][5][11]. Inventory - As of the end of the reporting period, the company's inventory value was 235 million yuan, a year-on-year decrease of 80.41%, with an additional impairment provision of 8.1457 million yuan [1][2]. - The inventory composition by business segment includes: - Automotive complete vehicles: 202.68 million yuan - Automotive parts: 13.22 million yuan - Other: 1.22 million yuan - Total inventory value: 216.02 million yuan [3][4]. - The significant decrease in inventory value is primarily attributed to a 969.96 million yuan reduction in automotive complete vehicles, reflecting a major shift in market demand towards EVs [2][5]. - The company has adjusted its inventory management strategy to mitigate risks associated with inventory depreciation, leading to a reduction in procurement and inventory levels [5][11]. Financial Performance - The company's operating revenue for the reporting period was 4.517 billion yuan, a year-on-year decline of 42.59%, while accounts receivable increased by 40.12% [1][26]. - The increase in accounts receivable is linked to the automotive finance business model, which has seen a rise in service fees from banks, rather than a direct correlation with sales revenue [26][27]. - The company reported a decrease in the provision for bad debts, indicating a shift in the management of receivables despite the overall increase in accounts receivable [26][29]. Cash and Cash Equivalents - As of the end of 2024, the company's cash and cash equivalents amounted to 1.145 billion yuan, with a significant portion held in a financial company, which has seen a gradual increase in deposits over the years [13][19]. - The interest income growth was lower than the increase in cash balances, primarily due to a decline in market interest rates [14][19]. - The company has optimized its cash management strategy by utilizing a financial company for efficient fund management and payment processing, enhancing operational liquidity [19][21]. Market Trends - The automotive industry is undergoing a structural transformation, with over 84.4% of dealers experiencing negative gross margins on new car sales due to increased competition and the rise of EVs [26]. - The company is positioned in a highly competitive segment, facing direct impacts from the shift towards EVs, which has led to a significant reduction in sales of traditional fuel vehicles [11][26].

证券代码：600822 证券简称：上海物贸 公告编号：临 2025-029 900927 物贸B股 上海物资贸易股份有限公司 关于回复上海证券交易所 2024 年年度报告的 信息披露监管问询函的公告 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。 上海物资贸易股份有限公司（以下简称"公司"）于近日收到上海证券交易 所《关于上海物资贸易股份有限公司 2024 年年度报告的信息披露监管问询函（上 证公函[2025]0870 号）》（以下简称"《问询函》"）。公司高度重视，会同年审会 计师立信会计师事务所（特殊普通合伙）就《问询函》提及的问题逐项认真核实， 现将有关问题回复如下： 在本问询函相关问题的回复中，若合计数与各分项数值相加之和在尾数上存 在差异，均为四舍五入所致。 一、关于经营业绩 2024 年公司实现营业收入 45.17 亿元，同比下滑 42.59%，归母净利润 5,053.74万元，同比下滑63.90%，扣非归母净利润820.19万元，同比减少80.50%。 分产品看，报告期内汽车板块实现收入 35.34 亿元，同比下 ...

关于上海物资贸易股份有限公司 2024 年 年度报告的信息披露监管问询函的回复 信会师函字[2025]第 ZA335 号 上海证券交易所上市公司管理一部： 上海物资贸易股份有限公司（以下简称"上海物贸"、"公司"） 收到贵所出具的《关于上海物资贸易股份有限公司 2024 年年度报告 的信息披露监管问询函》（上证公函【2025】0870 号）（以下简称 "问询函"）。立信会计师事务所（特殊普通合伙）（以下简称"立 信"、"会计师"或"我们"）作为上海物贸 2024 年年审会计师，就 其中需要年审会计师进行核查并发表意见的事项回复如下： 本回复中部分合计数与各明细数直接相加之和在尾数上存在差 异，均系计算中四舍五入造成。 1 问题 二、关于存货 报告期末，公司存货账面价值 2.35 亿元，同比下降 80.41%，本期新增计 提存货跌价准备 814.57 万元。近三年公司存货跌价准备计提比例分别为 1.15%， 0.85%，4.24%，报告期内存货跌价准备计提比例大幅上升。 请公司：（1）分业务板块列示期末存货的具体构成，包括名称、金额、库 龄分布、跌价准备，以及本期存货跌价准备的计提、转回、结转情况等，说明 存货 ...

Group 1 - Multiple high-profile stocks are experiencing adjustments, with Shanghai Material Trade hitting the daily limit down [1] - Tianchen Co. also reached the daily limit down, while Lianfa Co., Jinshi Technology, Huahong Technology, Forest Packaging, and Huitong Group all fell over 5% [1]

融资融券数据显示，该股最新（7月18日）两融余额为2.78亿元，其中，融资余额为2.78亿元，融券余额 为34.03万元。近5日融资余额合计增加1.39亿元，增幅为100.27%。融券余额合计增加9.97万元，增幅 41.41%。 4月30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4.72亿元，同比下降45.21%，实现净 利润674.21万元，同比增长30.58%。（数据宝） 上海物贸(600822)今日上涨2.34%，全天换手率24.23%，成交额14.94亿元，振幅14.70%。龙虎榜数据显 示，营业部席位合计净卖出6903.48万元。 上交所公开信息显示，当日该股因日换手率达24.23%上榜，营业部席位合计净卖出6903.48万元。 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3.31亿元，其中，买入成交额为1.31亿 元，卖出成交额为2.00亿元，合计净卖出6903.48万元。 具体来看，今日上榜营业部中，第一大买入营业部为国泰海通证券股份有限公司总部，买入金额为 4397.91万元，第一大卖出营业部为中信证券股份有限公司浙江分公司，卖出金额为1.04亿元。 近半年该股累计上榜 ...

Group 1 - The Ministry of Housing and Urban-Rural Development emphasizes the importance of urban renewal and the implementation of various livelihood, safety, and development projects [1] - The Ministry of Finance and the State Taxation Administration announced adjustments to the consumption tax policy for ultra-luxury cars, now applicable to vehicles with a retail price of 900,000 yuan (excluding VAT) and above [3] - The State Council's press conference reported that the national summer grain production reached 299.48 billion jin, marking the second-highest production year after last year [4] Group 2 - The Shenzhen government implemented measures to promote the high-quality development of the micro-short drama industry, including support for enterprises and projects [6] - JD.com responded to the recent competition in the food delivery industry, labeling the "0 yuan purchase" and "18-18" promotions as severe internal competition, stating that it did not participate [7] - The Shanghai Stock Exchange announced new trading limits for non-futures company members or clients on polysilicon and industrial silicon futures contracts starting July 21, 2025 [8] Group 3 - Zongheng Co. announced that its actual controller Ren Bin is getting divorced, which will result in the transfer of 11.41% of the company's shares to Kwang Mingfang [9] - Jintongling is facing criminal charges for fraudulent stock issuance and for violating important information disclosure regulations [10] - Shanghai Wumao announced that its subsidiary's data product "Non-ferrous Metal Spot Index Query" is currently in a "temporarily invalid" state [11] Group 4 - Fudi Technology announced it will exclusively supply the second-generation semi-solid eVTOL battery for the E20 model to Shanghai Shidi Technology [13] - Zhongwei Company reported a year-on-year net profit increase of 31.61%-41.28% for the first half of the year, while Hangzhou Bank reported a 17% increase [14] - ST Shengxun announced that shareholders plan to collectively reduce their holdings by 5.08% [15] Group 5 - The three major U.S. stock indices closed higher, with the Nasdaq up 0.74%, the S&P 500 up 0.54%, both reaching new closing highs, and the Dow Jones up 0.52% [16] - The U.S. House of Representatives passed the "Genius Act," aimed at significant legislative reform for cryptocurrency regulation, with a vote of 308 in favor and 122 against [17] - President Trump indicated that the U.S. may soon impose a 25% tariff on goods imported from Japan and could reach a trade agreement with India [18]

Core Viewpoint - The emergence of RDA (Real Data Assets) as a new form of stablecoin is gaining significant attention in the A-share market, particularly with companies like Shanghai Material Trade (600822.SH) and others experiencing substantial stock price increases due to this concept [1][2]. Group 1: RDA Concept and Market Response - RDA is positioned as a new asset form that integrates high-frequency, trustworthy, and assessable operational data with physical assets, aiming to solve trust issues inherent in previous models like RWA (Real-World Assets) [1][2]. - The market has shown high expectations for RDA, with companies like Shanghai Material Trade achieving multiple trading halts, indicating strong investor interest [1]. - RDA's differentiation from RWA lies in its ability to ensure data credibility through innovative mechanisms, addressing trust issues that have hindered RWA's adoption [2]. Group 2: Shanghai Material Trade's Position - Shanghai Material Trade is seen as a leader in the RDA space due to its existing data products and its relationship with the Shanghai Data Exchange, which positions it favorably for future RDA projects [4][5]. - The company’s core business remains traditional commodity trading, and while RDA could enhance its operational efficiency, the immediate impact on financial performance is expected to be minimal [4][6]. - The reliance on external policy support for RDA's success raises concerns about the sustainability of its current market enthusiasm, as the company lacks direct control over the project's execution [5][6]. Group 3: Financial Performance and Projections - In 2024, Shanghai Material Trade reported total revenue of 4.517 billion yuan, a 42.59% decline year-on-year, primarily due to challenges in its automotive trading segment [8]. - The contribution of data asset transactions to overall revenue is projected to be negligible, with even optimistic estimates suggesting it would account for less than 1% of total revenue [8][9]. - The company’s recent acquisition of a stake in a chemical market management firm raises questions about its financial viability, as the acquired entity has shown losses and may increase financial pressure on Shanghai Material Trade [11][13][14].

Industry News - The Ministry of Finance and the State Taxation Administration announced an adjustment to the consumption tax policy for ultra-luxury cars, with the taxable price threshold set at 900,000 yuan (excluding VAT) for various types of passenger cars and light commercial vehicles [3][4] - The agricultural sector reported a summer grain production of 299.48 billion jin, marking the second-highest production year in history [6] - A new rare earth mineral named "Neodymium Yellow River Mine" was discovered by a Chinese research team, receiving full approval from the International Mineralogical Association [6] - The photovoltaic industry is experiencing a recovery phase, with multiple government initiatives aimed at promoting high-quality development and addressing previous internal competition issues [23] Company News - Zhongwei Company announced a projected net profit increase of 31.61% to 41.28% year-on-year for the first half of the year [11] - Hangzhou Bank reported a 17% year-on-year growth in net profit for the first half of the year [12] - Gold Communication announced that it received an indictment from the prosecution regarding fraudulent stock issuance and the violation of important information disclosure [2][12] - *ST Shengxun announced that shareholders plan to reduce their holdings by a total of 5.08% of the company's shares [13] - Yutai Micro announced that a shareholder intends to reduce their holdings by no more than 3% of the company's shares [14]