股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 國聯民生證券股份有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01456 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 442,640,000 | RMB | | | 1 RMB | | 442,640,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 442,640,000 | RMB | | | 1 RMB | | 442,640,000 | | 2. 股份分類 | 普通股 | ...

会议资料 2025 年 8 月 | 会 | 议 | 议 程 | 2 | | --- | --- | --- | --- | | 会 | 议 | 须 知 | 3 | | 议案 | | 1：关于选举公司第五届董事会独立董事的议案 | 4 | 国联民生证券股份有限公司 2025 年第二次临时股东大会会议资料 国联民生证券股份有限公司 2025 年第二次临时股东大会 四、审议议案 五、现场投票 六、休会，汇总现场及网络投票结果 七、宣布投票表决结果 八、律师宣读关于本次股东大会的法律意见 会 议 议 程 现场会议开始时间：2025 年 8 月 22 日（星期五）13 点 30 分 现场会议召开地点：江苏省无锡市金融一街 8 号国联金融大厦 1 层会议室 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票日期：2025 年 8 月 22 日（星期五） 通过交易系统投票平台的投票时间为股东大会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东 大会召开当日的 9:15-15:00。 召集人：国联民生证券股份有限公司（以下简称"本公司"或" ...

证券代码：601456 证券简称：国联民生 公告编号：2025-047 号 国联民生证券股份有限公司 关于召开2025年第二次临时股东大会的通知 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。 (一) 股东大会类型和届次 2025年第二次临时股东大会 召开的日期时间：2025 年 8 月 22 日 13 点 30 分 召开地点：江苏省无锡市金融一街 8 号国联金融大厦 1 层会议室 1 股东大会召开日期：2025年8月22日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 (二) 股东大会召集人：国联民生证券股份有限公司（以下简称"公司"）董事 会 (三) 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 (四) 现场会议召开的日期、时间和地点 (五) 网络投票的系统、起止日期和投票时间 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 8 月 22 日 重要内容提示： 一、 召开会议的基本情况 至2025 年 8 月 22 日 采用上海证券交易所 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 公司名稱: 國聯民生證券股份有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01456 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 442,640,000 | RMB | | | 1 RMB | | 442,640,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 442,640,000 | RMB | | | 1 RMB | | 442,640,000 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | - ...

Core Viewpoint - Haofan Bio (301393.SZ) is currently experiencing a decline in stock price, trading at 59.05 yuan with a drop of 4.28%, resulting in a total market capitalization of 6.377 billion yuan [1] Group 1: IPO Details - Haofan Bio was listed on the Shenzhen Stock Exchange's ChiNext board on July 12, 2023, with an initial public offering (IPO) of 27 million shares at a price of 67.68 yuan per share [1] - The total amount raised from the IPO was 1.82736 billion yuan, with a net amount of 1.6553887 billion yuan after deducting issuance costs [1] - The net amount raised exceeded the original plan by 510.3887 million yuan, which was initially set at 1.145 billion yuan [1] Group 2: Fund Utilization - The funds raised are intended for several projects, including the development and production of 100kg/year peptide and protein reagents, construction of a headquarters, and a project for producing 1,002 tons of peptide reagents and pharmaceutical intermediates [1] - Additional allocations include the establishment of a research platform for peptides and protein reagents and supplementing working capital [1] Group 3: Issuance Costs - The total issuance costs for the IPO amounted to 171.9713 million yuan, with underwriting and sponsorship fees accounting for 146.1888 million yuan [1]

中国经济网北京8月1日讯科净源（301372）(301372.SZ)今日收报27.50元，跌幅9.54%，总市值18.86亿 元。 科净源于2023年8月11日在深交所创业板上市，公开发行17,142,858股，约占发行后公司股份总数的比例 为25.00%，全部为发行新股，发行价格为45.00元/股。科净源发行的保荐机构为民生证券股份有限公司 (现为国联民生（601456）证券股份有限公司)，保荐代表人为谢国敏、崔增英。 上市首日，科净源股价盘中创下上市最高价128.00元。目前该股处于破发状态。 科净源公开发行募集资金总额为人民币77,142.86万元，扣除发行费用后募集资金净额为62,879.12万元。 公司募集资金净额比原计划少25,896.13万元。科净源2023年8月7日披露的招股说明书显示，公司拟募集 资金88,775.25万元，用于北京科净源总部基地项目、深州生态环保产业基地建设项目、昆明市科净源生 产水处理专业设备项目、补充流动资金。 科净源发行费用总额为14,263.74万元，其中保荐费及辅导费103.77万元，承销费用11,262.86万元。 ...

Core Viewpoint - The majority of the 26 listed securities firms have reported significant profit growth for the first half of 2025, with some firms achieving tenfold increases in net profit, indicating a strong recovery in the sector [2][3][5]. Group 1: Performance Highlights - Huaxi Securities expects a net profit of 4.45 billion to 5.75 billion RMB, representing a year-on-year increase of 1025.19% to 1353.90% [5][6]. - Guolian Minsheng anticipates a net profit of 11.29 billion RMB, marking an increase of approximately 1183% compared to the previous year [5][6]. - Among the 26 firms, Guotai Haitong stands out with an expected net profit between 152.83 billion and 159.57 billion RMB, significantly higher than its competitors [3][4]. Group 2: Sector Growth Drivers - The overall net profit growth for the securities sector is attributed to increased trading activity, regulatory optimization, and supply-side reforms, which enhance long-term growth potential and investment value [8][9]. - The sector's main revenue sources, including proprietary trading, brokerage, and investment banking, have shown substantial year-on-year increases, contributing to the overall performance [7][8]. - The integration of Guolian Minsheng with Minsheng Securities has also played a role in boosting its financial results, alongside a general recovery in various business lines [6][8]. Group 3: Market Outlook - Analysts predict a dual boost in valuation and profitability for securities stocks, driven by increased market activity and improved operational efficiency within firms [8][9]. - The recent approval of virtual asset trading licenses for firms like Guotai Junan International is expected to further stimulate interest and investment in the securities sector [9].

Group 1 - The core viewpoint of the reports indicates that the recent "anti-involution" policies are beneficial in curbing low-level repetitive construction in the chemical industry and are actively promoting a shift from homogeneous price wars to high-quality development [1][3] - The chemical industry is expected to see a recovery in its prosperity, with a focus on the revival of terminal product demand, increasing industry concentration, and investment opportunities in segments with industrial moats and potential cyclical rebounds, such as refining, ethylene, polyester filament, PVC, organic silicon, battery materials, glyphosate, and soda ash [1][2] Group 2 - The chemical industry has faced significant pressure since 2022 due to demand contraction and supply shocks, with the CCPI continuing to decline by 5.57% from early 2025 to July 24, 2025 [2] - From January to May 2025, the revenue of the chemical raw materials and chemical products manufacturing industry grew by 2.10% year-on-year, while total profits decreased by 4.70% [2] - The industry's capacity utilization rate was 71.90% in the second quarter of 2025, down by 1.60 percentage points from the first quarter [2] - The capital expenditure in the large chemical sector has significantly declined, with the capital expenditure growth rate for the oil and petrochemical/basic chemical sectors turning negative at -6.6% and -15.0%, respectively [2] Group 3 - The "anti-involution" policies are expected to reshape the petrochemical industry landscape, addressing the pressures of overcapacity and homogeneous competition [3] - Refining is experiencing a decline in operating rates due to demand downturn and electrification, with potential policy measures to reduce inefficient capacity and encourage integrated development [3] - The ethylene sector faces oversupply and competition, but controlling production and improving quality could alleviate supply-demand imbalances [3] Group 4 - In the battery materials sector, rapid capacity expansion amid growing demand has led to significant supply pressure, but "anti-involution" policies may guide healthier industry development [4] - The organic silicon industry is nearing the end of its capacity expansion phase, with recent supply disruptions and sustained demand growth expected to ease short-term supply pressures [4] - The "anti-involution" policies are anticipated to improve the supply landscape in the soda ash sector by accelerating the exit of outdated processes and capacities [4]

国联民生证券承销保荐有限公司关于 碧兴物联科技（深圳）股份有限公司首次公开发行 部分战略配售限售股上市流通的核查意见 国联民生证券承销保荐有限公司（以下简称"保荐机构"）作为碧兴物联科 技（深圳）股份有限公司（以下简称"碧兴物联"、"公司"）首次公开发行股 票并在科创板上市的保荐机构，根据《中华人民共和国公司法》《中华人民共和 国证券法》《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上 市规则》等法律法规有关规定，对碧兴物联首次公开发行部分战略配售限售股上 市流通的事项进行了核查，具体情况如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会2023年5月9日签发的《关于同意碧兴物联科技 （深圳）股份有限公司首次公开发行股票注册的批复》（证监许可[2023]1009号） ，公司首次向社会公众公开发行人民币普通股（A股）19,630,000股，并于2023年8 月9日在上海证券交易所科创板挂牌上市。本次发行后，公司总股本为78,518,900 股，其中有限售条件流通股为61,908,078股，无限售条件流通股为16,610,822股。 本次上市流通的限售股为公司首次公开发行的部分战略配售限 ...

金融界7月30日消息，有投资者在互动平台向国联民生提问："请问贵公司在欧盟国家是否有销售收入? 主要涉及哪些国家?占公司总收入的比例是多少? 本文源自：金融界 作者：公告君 公司回答表示：您好，公司的主要业务和分支机构在境内，并在香港设立子公司国联证券（香港）有限 公司，通过其下设的子公司从事境外证券业务。感谢您的关注。 ...