| 闽微医学 | 15.72% | 医疗器柄 | | --- | --- | --- | | 688029 | | | | 振东制药 | 13.64% | 创新药+ | | 300158 | | 蚊产品 | | 天智航-U | 13.62% | 骨科手才 | | 688277 | | 机器人 | | 安杰思 | 10.69% | 矢疗器柄 | | 688581 | | | | 三元基因 | 10.53% | 创新药 | | 837344 | | | | 山外山 | 10.10% | 矢疗器柄 | | 688410 | | | l 算力工程 7月25日午间涨停分析 智通财经7月25日电，今日午盘全市场共35股涨停，连板股总数8只，16股封板未遂，封板率为69%（不含ST股、退市股）。焦点股方面，超级水电概念股持 续分化，西藏天路、西宁特钢、南方路机晋级5连板。此外，受益于西藏开发的西藏旅游一字涨停晋级5连板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 易明医药 | 2天2板 | 10.00% | 09:35 | 西藏+ ...

A股智能穿戴概念震荡反弹，飞亚达涨停，奋达科技、长盈精密、智动力、东山精密、乐心医疗、环旭 电子等跟涨。 ...

| 证券代码：601231 | 证券简称：环旭电子 | 公告编号：2025-066 | | --- | --- | --- | | 转债代码：113045 | 转债简称：环旭转债 | | 环旭电子股份有限公司 关于股票期权激励计划限制行权期间的提示性公告 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《上市公司股权激励管理办法》《环旭电子股份有限公司股票期权激励 计划(修订稿)》《2023年股票期权激励计划（定稿版）》及中国证券登记结算有限 责任公司上海分公司关于股票期权自主行权的相关规定，并结合环旭电子股份有 限公司（以下简称"公司"）2025年半年度业绩快报、半年度报告披露计划，现对 公司2015年股票期权激励计划、2023年股票期权激励计划自主行权时间进行限制， 具体情况公告如下： 三、公司将按照有关规定及时向中国证券登记结算有限责任公司上海分公司 申请办理限制行权相关事宜。 1 特此公告。 2 | 股票期权 激励计划 | 行权期 | 期权代码 | | | | | 行权起止日期 | | | | | | | --- ...

Group 1 - Morning Light Biological expects a net profit of 202.0 million to 232.0 million yuan for the first half of 2025, representing a year-on-year increase of 102.33% to 132.38% [1] - Northern Rare Earth anticipates a net profit of 900.0 million to 960.0 million yuan for the first half of 2025, with a significant year-on-year growth of 1882.54% to 2014.71% [1] - Youfa Group forecasts a net profit of 277.0 million to 307.0 million yuan for the first half of 2025, reflecting a year-on-year increase of 151.69% to 178.93% [1] Group 2 - Torch Electronics projects a net profit of approximately 247.0 million to 280.0 million yuan for the first half of 2025, indicating a year-on-year growth of 50.36% to 70.45% [3] - Zhiwei Intelligent expects a net profit of 91.98 million to 112.43 million yuan for the first half of 2025, with a year-on-year increase of 62.85% to 99.06% [4] - Youhao Group anticipates a net profit of 12.0 million yuan for the first half of 2025, representing a year-on-year growth of 51% [5] Group 3 - Nami Technology expects a net profit of 61.0 million to 73.0 million yuan for the first half of 2025, with a year-on-year increase of 35% to 62% [7] - Xinda Co. forecasts a net profit of 130.0 million to 150.0 million yuan for the first half of 2025, reflecting a substantial year-on-year growth of 2443.43% to 2834.73% [8] Group 4 - Shaanxi Coal Industry reported a coal production of 14.36 million tons in June, a year-on-year decrease of 5.07% [9] - Huanxu Electronics announced a consolidated revenue of 4.587 billion yuan in June, a year-on-year decline of 1.23% [10] Group 5 - Huadian International successfully issued 2.0 billion yuan in medium-term notes with a maturity of 3+N years and a coupon rate of 1.89% [20] - Zhongmin Energy reported a total power generation of 1.405 billion kilowatt-hours in the first half of 2025, a year-on-year decrease of 0.89% [20] Group 6 - Huaxia Biotech passed the FDA inspection with zero deficiencies, covering six major systems [21] - Ruikeda's application for convertible bond issuance has been accepted by the Shanghai Stock Exchange [22] Group 7 - Dafu Technology plans to invest no more than 100 million yuan in Anhui Yunta [42] - Tongda Co. won a bid for a project valued at 180.3 million yuan from the Southern Power Grid [46]

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。 环旭电子股份有限公司董事会 特别提示：本简报所载财务数据为初步核算数据，未经会计师事务所审计， 最终数据以公司定期报告为准，请投资者注意投资风险。 2025 年 7 月 10 日 环旭电子股份有限公司（以下简称"公司"）2025 年 6 月合并营业收入为人 民币 4,586,619,818.58 元，较去年同期的合并营业收入减少 1.23%，较 2025 年 5 月合并营业收入环比增加 5.75%。 | 证券代码：601231 | 证券简称：环旭电子 | 公告编号：2025-065 | | --- | --- | --- | | 转债代码：113045 | 转债简称：环旭转债 | | 公司 2025 年 1 月至 6 月合并营业收入为人民币 27,213,701,293.60 元，较去年 同期的合并营业收入减少 0.63%。 环旭电子股份有限公司 2025 年 6 月营业收入简报 公司 2025 年第二季度（2025 年 4 月至 6 月）合并营业收入为人民币 13,565,06 ...

金十数据7月9日讯，环旭电子公告，公司2025年6月合并营业收入为人民币45.87亿元，同比减少 1.23%，环比增加5.75%。2025年上半年合并营业收入为人民币272.14亿元，同比减少0.63%。2025年第 二季度合并营业收入为人民币135.65亿元，同比减少2.37%，环比减少0.61%。 环旭电子：6月合并营收为45.87亿元，同比减少1.23% ...

截至2025年7月4日收盘，环旭电子（601231）报收于14.5元，较上周的14.49元上涨0.07%。本周，环旭 电子7月3日盘中最高价报15.03元。7月2日盘中最低价报14.21元。环旭电子当前最新总市值318.46亿 元，在消费电子板块市值排名10/88，在两市A股市值排名468/5149。 本周关注点 公司公告汇总 第六届董事会第十九次会议决议公告，会议审议并通过三项议案：一是关于拟出售控股子公司土地暨关 联交易的议案，同意5票；二是关于续签《房屋租赁协议》的议案，同意5票；三是关于修订《集团税务 政策》的议案，同意11票。所有议案均无反对或弃权票。 关于2025年第二季度可转债转股及股票期权激励计划自主行权结果暨股份变动的公告 2025年第二季度，公司共有2,000元"环旭转债"换为公司股票，形成股份数量106股；累计共有179,000 元"环旭转债"换为股票，累计形成股份数量9,236股，占转股前公司已发行股份总额的0.0004%。尚未转 股的"环旭转债"金额为3,449,821,000元，占发行总额的99.9948%。2025年第二季度，公司股票期权激励 计划共行权且完成股份过户登记73,8 ...

Core Viewpoint - The announcement details the results of the convertible bond conversion and stock option incentive plan for Huanxu Electronics in the second quarter of 2025, highlighting the number of shares converted and the adjustments in stock option prices due to various corporate actions [1][3][11]. Convertible Bond Conversion - As of June 30, 2025, a total of 179,000 yuan of "Huanxu Convertible Bonds" has been converted into 9,236 shares, representing 0.0004% of the company's total shares before conversion [3][4]. - The remaining unconverted amount of "Huanxu Convertible Bonds" is 3,449,821,000 yuan, accounting for 99.9948% of the total issuance [3][4]. Stock Option Incentive Plan - In the second quarter of 2025, there were no shares exercised under the stock option incentive plan, with a cumulative total of 11,683,419 shares exercised since the plan's inception, raising 181,560,331 yuan for the company [11][15]. - The stock option exercise price for the 2023 plan has been adjusted from 14.54 yuan to 14.04 yuan due to annual equity distribution [12][15]. - The number of stock options for the 2023 plan has been reduced from 1,386.85 million to 687.75 million due to the cancellation of options for those who left or did not meet performance criteria [12][13]. Share Capital Changes - The total share capital increased from 2,196,199,964 shares to 2,196,273,929 shares due to the conversion of convertible bonds and stock options exercised [16].

Summary of Key Points Core Viewpoint - The company, Huanyu Electronics, has initiated a share repurchase program with a total expected investment of between 150 million to 300 million RMB, aimed at enhancing shareholder value and supporting employee stock ownership plans [1][2]. Group 1: Share Repurchase Plan - The share repurchase plan was first disclosed on April 26, 2025, and is set to be implemented from April 25, 2025, to April 24, 2026 [1]. - The total expected repurchase amount is between 150 million and 300 million RMB [1]. - The repurchased shares will be used for employee stock ownership plans or equity incentives [1]. Group 2: Progress of Share Repurchase - As of the end of June 2025, the company has repurchased a total of 257,400 shares, which represents approximately 0.01% of the total share capital [1][2]. - The total amount spent on the repurchase so far is 3,630,573 RMB, with a purchase price range between 13.96 RMB and 14.55 RMB per share [1][2]. - The maximum repurchase price was adjusted from 20.00 RMB to 19.77 RMB per share following the annual equity distribution [1].

| 证券代码：601231 | 证券简称：环旭电子 | 公告编号：2025-063 | | --- | --- | --- | | 转债代码：113045 | 转债简称：环旭转债 | | 环旭电子股份有限公司 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，公司在回购股份期间，应于每个月的前 3 个交易 日内公告截至上月末的回购进展情况。现公司将回购股份进展情况公告如下： 2025 年 6 月，公司通过集中竞价交易方式累计回购股份 257,400 股，占公司 总股本的比例约为 0.01%，购买的最高价为 14.55 元/股、最低价为 13.96 元/股，支 付的金额为 3,630,573.00 元（不含交易费用）。截至 2025 年 6 月月底，公司已累计 回购股份 257,400 股，占公司总股本的比例为 0.01%，购买的最高价为 14.55 元/ 股、最低价为 13.96 元/股，已支付的总金额为 3,630,573.00 元（不含交易费用）。 上述回购股份进展符合相关法律法规规定及公司回购股份方案的要求。 关于 2025 年 ...