Market Overview - The Shanghai Composite Index fell by 0.13% on July 9, with 17 out of the 28 sectors rising, led by Media and Agriculture sectors, which increased by 1.35% and 0.65% respectively [1] - The Electric Equipment sector saw a slight increase of 0.17% [1] - The sectors with the largest declines were Non-ferrous Metals and Basic Chemicals, which dropped by 2.26% and 0.85% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 38.536 billion yuan, with only three sectors experiencing net inflows: Media (1.055 billion yuan), Retail (864 million yuan), and Construction Decoration (40.34 million yuan) [1] - The Electronic sector had the largest net outflow, totaling 7.789 billion yuan, followed by Non-ferrous Metals with 5.412 billion yuan [1] Electric Equipment Sector Performance - In the Electric Equipment sector, 358 stocks were tracked, with 99 stocks rising and 252 stocks declining; 5 stocks hit the daily limit up [2] - The top net inflow stock was Ningde Times, with a net inflow of 378 million yuan, followed by Tongguan Copper Foil and Kelu Electronics with inflows of 219 million yuan and 178 million yuan respectively [2] - The sector experienced a total net outflow of 4.576 billion yuan, with 11 stocks seeing outflows exceeding 100 million yuan; the largest outflows were from Rongfa Nuclear Power, Sunshine Power, and Nord Shares, with outflows of 327 million yuan, 250 million yuan, and 226 million yuan respectively [2][3] Top Gainers in Electric Equipment Sector - The top gainers in the Electric Equipment sector included: - Ningde Times: +2.84%, turnover rate 0.75%, main capital flow 377.94 million yuan - Tongguan Copper Foil: +20.02%, turnover rate 48.19%, main capital flow 218.52 million yuan - Kelu Electronics: +10.06%, turnover rate 7.49%, main capital flow 178.39 million yuan [2] Top Losers in Electric Equipment Sector - The top losers in the Electric Equipment sector included: - Rongfa Nuclear Power: +0.42%, turnover rate 33.08%, main capital flow -327.43 million yuan - Sunshine Power: -0.57%, turnover rate 3.01%, main capital flow -249.65 million yuan - Nord Shares: -4.98%, turnover rate 14.04%, main capital flow -226.20 million yuan [3]

New Stock Issuance - Huadian New Energy (证券代码: 730930) issued shares at a price of 3.18 on July 7, 2025[1] - Jichuan Pharmaceutical (证券代码: 600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (证券代码: 603389) has a tender offer period from June 10 to July 9, 2025[1] Trading Alerts - The last trading day for TSM Jinguang (证券代码: 600190) is in 9 trading days[1] - The last trading day for TSM Jinyou (证券代码: 600462) is in 5 trading days[1] - The last trading day for TSM Gongzhi (证券代码: 000584) is in 3 trading days[1] Abnormal Fluctuations - Northern Long (证券代码: 301357) is experiencing severe abnormal fluctuations[1] - ST Dongjing (证券代码: 002199) reported abnormal fluctuations[3] - ST Yunchuang (证券代码: 835305) reported abnormal fluctuations on July 4, 2025[3]

Group 1 - The wind power equipment sector continues to decline, with Jixin Technology (601218) dropping nearly 10% [1] - Taisheng Wind Power (300129) has seen a decline of over 4% [1] - Other companies such as Dajin Heavy Industry (002487), Yunda Holdings (002120), and Jinlei Co., Ltd. (300443) also experienced declines [1]

证券代码：601218 证券简称：吉鑫科技 公告编号：2025-021 江苏吉鑫风能科技股份有限公司 关于股票交易异常波动的公告 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。 ●根据中证指数有限公司发布的滚动市盈率（中证行业分类），公司最新滚 动市盈率为 80.10 倍（7 月 2 日数据），公司所处行业发电设备最新滚动市盈率为 22.39 倍（7 月 2 日数据），公司滚动市盈率显著高于平均水平。近期公司股票累 计涨幅较大，公司股价可能存在短期涨幅较大后下跌的风险，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。 ●根据公司公开披露的《2024 年年度报告》，2024 年度公司归属于上市公司 股东的净利润为 3,045.21 万元，同比下降 76.81%。公司特别提醒投资者注意业 绩风险。 ●经公司自查及发函问询公司控股股东、实际控制人包士金先生，截至本公 告披露日，公司及公司控股股东、实际控制人包士金先生不存在对公司股票价格 造成重大影响的事项，也未涉及公司应披露而未披露的重大信息。 一、股票交易异常波动的具体 ...

New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]

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]

Market Performance - The Shanghai Composite Index closed at 3461.15 points, up 0.18% [1] - The Shenzhen Component Index closed at 10534.58 points, up 1.17% [1] - The ChiNext Index rose by 1.90% [1] - The STAR 50 Index increased by 0.24% [1] Stock Movement - Among the tradable A-shares, 3271 stocks rose, accounting for 60.54%, while 1866 stocks fell [1] - There were 66 stocks that hit the daily limit up, and 9 stocks that hit the limit down [1] - The top sectors for limit-up stocks included Electronics, Pharmaceuticals, and Power Equipment, with 12, 12, and 5 stocks respectively [1] Notable Stocks - *ST Gaohong and *ST Xingguang were among the limit-up stocks [1] - Chengbang Co. has achieved 6 consecutive limit-up days, the highest among all stocks [1] - Jixin Technology had the highest closing limit-up order volume with 48.18 million shares [1] - In terms of order value, Industrial Fulian, Jixin Technology, and Yamada had significant limit-up order funds of 306.44 million, 263.52 million, and 254.12 million respectively [1] Limit-Up Stock Overview - A detailed table lists various stocks with their closing prices, turnover rates, limit-up order volumes, and order values across different industries [2][3]

Group 1 - The ChiNext index showed strong performance, rising over 1% with active participation from innovative drug and commercial aerospace concepts [1][2][3] - The ChiNext index rose by 1.36% at midday, with notable stocks such as Lens Technology (300433) increasing over 8% and Ningde Times (300750) nearly 4% [2][3] - The innovative drug concept saw significant gains, with multiple stocks hitting the daily limit, including ShenZhou Cell and Jiuzhitang [3][6] Group 2 - The Hong Kong stock market experienced a slight decline, with the Hang Seng Index dropping over 1% at one point [9] - Multi-point Intelligence saw its stock price surge, with an intraday increase nearing 90%, attributed to its plans for a stablecoin license [10][12] - The pharmaceutical sector in the Hong Kong market rose over 2%, with several stocks, including Huahao Zhongtian Pharmaceutical-B, increasing over 10% [12] Group 3 - JiXin Technology (601218) experienced its fourth consecutive trading day of hitting the daily limit, while issuing a risk warning regarding its high rolling P/E ratio of 72.85 compared to the industry average of 22.24 [7][8] - SaiLi Medical also hit the daily limit for the third consecutive day, with the company confirming no undisclosed significant information affecting its stock price [8]

Group 1: Market Performance - On July 2, 2023, 14 stocks had a closing limit order amount exceeding 100 million yuan, with the highest being Xishanghai at 582 million yuan [2] - Xishanghai led in limit order volume with 839,500 hands, followed by Juyi Suoj, Jixin Technology, and Chongqing Steel with 521,700 hands, 477,600 hands, and 447,600 hands respectively [2] - The stocks with significant limit order amounts included Juyi Suoj, Dongfang Ocean, and Jixin Technology, all of which are related to the marine economy [2] Group 2: Company Insights - Xishanghai is focused on automotive logistics services and the production and sales of automotive parts, and it reported a revenue of 371 million yuan in Q1, a year-on-year increase of 40.61%, but incurred a net loss of 7.66 million yuan [2][3] - The company is actively pursuing business transformation and upgrading through strategic acquisitions to enhance its manufacturing capabilities in passenger and commercial vehicles [3] - The marine economy sector saw several stocks, including Shenkai Co., Aikang International, and Yaxing Anchor Chain, achieving limit increases, supported by the central government's emphasis on high-quality development of the marine economy [4] Group 3: Steel Industry - The steel sector had stocks like Chongqing Steel, Liugang Co., and Shougang Co. achieving limit increases, with the government promoting the orderly exit of backward production capacity [5][6] - Chongqing Steel primarily produces medium and heavy plates, hot coils, and construction steel, which are widely used in hydropower station construction projects [6] - Liugang Co. is one of the top 50 steel companies globally and focuses on steel production and sales [6] Group 4: Investment Trends - The top net purchases on the Dragon and Tiger list included stocks like Kelaite, Guolian Aquatic Products, and Xiugang Co., with net purchases exceeding 100 million yuan [7] - Institutional investors showed significant net buying in stocks such as Anglikang and Feiyada, indicating strong interest in these companies [7]

证券代码：601218 证券简称：吉鑫科技 公告编号：2025-020 二、市场交易风险 江苏吉鑫风能科技股份有限公司 关于股票交易风险提示公告 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。 重要内容提示： ●江苏吉鑫风能科技股份有限公司（以下简称"公司"）股票于 2025 年 6 月 27 日、6 月 30 日、7 月 1 日连续 3 个交易日收盘价格涨幅偏离值累计达到 20%， 公司已于 2025 年 7 月 2 日披露了《江苏吉鑫风能科技股份有限公司关于股票交 易异常波动的公告》（公告编号：2025-019）。 ●2025 年 7 月 2 日，公司股票再次涨停，公司股价短期波动幅度较大，现 对有关事项和风险说明如下，敬请广大投资者注意交易风险，理性决策，审慎投 资。 一、公司主营业务未发生变化 公司的主营业务为风电零部件的研发、生产及销售，主要为风电机组的球墨 铸铁零部件，为风力发电行业提供铸件产品配套。公司主营业务未发生重大变化， 目前生产经营活动正常，不存在影响公司股票交易异常波动的重大事项。 江苏吉鑫风能科技股份 ...