Core Viewpoint - Zhongjin Securities report indicates that new Fengming achieved a net profit attributable to shareholders of 709 million yuan in the first half of the year, representing a year-on-year increase of 17.28% [1] Financial Performance - In Q2, the net profit attributable to shareholders was 403 million yuan, showing a year-on-year growth of 22.24% and a quarter-on-quarter increase of 31.44% [1] - The average selling price of major products decreased year-on-year, while PTA sales volume growth contributed to overall revenue increase [1] Production Capacity and Revenue - By mid-2025, the company's PTA production capacity is expected to reach 7.7 million tons [1] - In the first half of the year, PTA revenue was 4.652 billion yuan, compared to 1.18 billion yuan in the same period last year, with sales volume of 1.0879 million tons, up from 226,500 tons year-on-year [1] Strategic Initiatives - The company is actively exploring the industrialization path of bio-based materials [1] - In July 2025, the company announced plans to invest 100 million yuan in Hefei Lif Biotechnology Co., acquiring a 7.0175% stake post-investment [1] - Lif Biotechnology is one of the earliest teams globally to research furan-based materials, and its FDCA technology is expected to enable the company to explore high-end bio-based fibers and green packaging [1]

9月17日，景业智能涨5.16%，截至发稿，报67.66元/股，成交2.13亿元，换手率3.16%，总市值69.14亿 元。 资料显示，杭州景业智能科技股份有限公司位于浙江省杭州市滨江区乳泉路925号，成立日期2015年5月 20日，上市日期2022年4月29日，公司主营业务涉及特种机器人及智能装备的研发、生产及销售。主营 业务收入构成为：核工业智能装备系统57.26%，非核专用智能装备系统25.94%，特种机器人8.93%，其 他7.87%。 从基金十大重仓股角度 数据显示，中银证券旗下1只基金重仓景业智能。中银证券优势制造股票A（011269）二季度持有股数 8.13万股，与上期相比持股数量不变，占基金净值比例为5.49%，位居第三大重仓股。根据测算，今日 浮盈赚取约27万元。 中银证券优势制造股票A（011269）成立日期2021年7月8日，最新规模6016.65万。今年以来收益 66.02%，同类排名130/4222；近一年收益119.21%，同类排名173/3804；成立以来收益36.72%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论 ...

证券日报网讯 9月16日晚间，中银证券（601696）发布公告称，公司董事会近日收到董事沈金艳先生递 交的辞呈。 ...

证券代码：601696 证券简称：中银证券 公告编号：2025-043 中银国际证券股份有限公司 关于公司董事辞任的公告 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。 中银国际证券股份有限公司（以下简称"公司"）董事会近日收到董事沈金 艳先生递交的辞呈。 中银国际证券股份有限公司董事会 | 一、离任的基本情况 | | --- | 2025 年 9 月 17 日 | | | | | | | 是否继续在 | 是否存在 | | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | 离任时间 | | 原定任期 | 离任原 | 上市公司及 | 未履行完 | | | | | | 到期日 | 因 | 其控股子公 | 毕的公开 | | | | | | | | 司任职 | 承诺 | | 沈金 | 第二届董 事会董事、 | 年 2025 | 9 | 第二届董 | 工作安 | 否 | | | 艳 | 风险控制 | 月 日 16 | | 事会届满 | 排原因 | | 否 | | ...

Group 1 - The core viewpoint of the news is that Huichuan Technology has seen a significant increase in stock price, with a rise of 5.02% to 84.17 yuan per share, and a total market capitalization of 227.015 billion yuan [1] - Huichuan Technology, established on April 10, 2003, and listed on September 28, 2010, specializes in providing core components for industrial automation and robotics, with a revenue composition of 45.18% from new energy vehicles and rail transit, 42.94% from general automation, and 11.25% from smart elevator electrical [1] - The trading volume for Huichuan Technology reached 5.166 billion yuan, with a turnover rate of 2.66% [1] Group 2 - According to data, a fund under Bank of China Securities holds Huichuan Technology as its third-largest position, with a net value proportion of 3.71% [2] - The Bank of China Securities Growth ETF (159821) reduced its holdings by 2,300 shares in the second quarter, now holding 13,100 shares, resulting in an estimated floating profit of approximately 52,700 yuan [2] - The fund has achieved a year-to-date return of 43.83% and a one-year return of 100.49%, ranking 650 out of 4,222 and 418 out of 3,804 respectively [2] Group 3 - The fund managers of the Bank of China Securities Growth ETF are Liu Xianzheng and Zhang Yimin, with Liu having a tenure of 7 years and Zhang 5 years [3] - Liu's best fund return during his tenure is 118.04%, while Zhang's best return is 20.07% [3] - Both fund managers currently manage a total asset size of 287 million yuan [3]

Group 1 - Zhejiang Rongtai Electric Equipment Co., Ltd. experienced a stock price increase of 5.3%, reaching 109.67 CNY per share, with a trading volume of 1.799 billion CNY and a turnover rate of 8.29%, resulting in a total market capitalization of 39.892 billion CNY [1] - The company, established on April 22, 1998, specializes in the research, production, and sales of high-temperature resistant insulating mica products, with 99.92% of its revenue coming from mica products and 0.08% from other supplementary products [1] Group 2 - According to data, a fund under Bank of China Securities holds a significant position in Zhejiang Rongtai, with the fund "Bank of China Securities Domestic Demand Growth Mixed A" (013755) owning 32,200 shares, accounting for 2.42% of the fund's net value, making it the fourth-largest holding [2] - The fund was established on November 9, 2021, and has a latest scale of 51.129 million CNY, achieving a year-to-date return of 42% and ranking 1327 out of 8174 in its category, with a one-year return of 59.22% and a ranking of 2299 out of 7982 [2] - The fund manager, Liu Hang, has been in position for 2 years and 268 days, with the fund's total asset scale at 11.8 million CNY, and the best and worst returns during his tenure being -8.03% and -11.38%, respectively [2]

北京市中伦（上海）律师事务所 关于中银国际证券股份有限公司 2025 年第二次临时股东会的 法律意见书 致：中银国际证券股份有限公司 北京市中伦（上海）律师事务所（以下简称"本所"）作为中银国际证券股 份有限公司（以下简称"公司"）的常年法律顾问，受公司委托，指派律师出席 公司 2025 年第二次临时股东会（以下简称"本次股东会"）。本所律师根据《中 华人民共和国公司法》（以下简称《公司法》）等相关法律、法规、规范性文件及 《中银国际证券股份有限公司章程》（以下简称《公司章程》）、《中银国际证券股 份有限公司股东会议事规则》（以下简称《股东会规则》）等的规定，通过现场方 式对本次股东会进行见证并出具法律意见。 本所及经办律师依据《证券法》《律师事务所从事证券法律业务管理办法》 和《律师事务所证券法律业务执业规则》等规定及本法律意见书出具日以前已经 发生或者存在的事实，严格履行了法定职责，遵循了勤勉尽责和诚实信用原则， 进行了充分的核查验证，保证本法律意见所认定的事实真实、准确、完整，所发 表的结论性意见合法、准确，不存在虚假记载、误导性陈述或者重大遗漏，并承 担相应法律责任。 为出具本法律意见书，本所律师审查 ...

本次会议是否有否决议案：无 一、 会议召开和出席情况 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： 证券代码：601696 证券简称：中银证券 公告编号：2025-042 中银国际证券股份有限公司 2025年第二次临时股东会决议公告 | 1、出席会议的股东和代理人人数 | 1,286 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 1,415,449,096 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 50.9521 | | 份总数的比例（%） | | (四)表决方式是否符合《公司法》及《公司章程》的规定，股东会主持情况等。 本次会议由公司董事会召集，采取现场投票表决与网络投票表决相结合的方式进 行。本次会议由公司董事长周权先生主持，会议的召集、召开及表决方式符合《公 司法》等法律、法规及《公司章程》相关规定。 (五)公司董事和董事会秘书的列席情况 1、公司在任董事13人，列席13人； 2、董事会秘书刘国强先生列席本次股东会；高级管理人员列席本次股 ...

Group 1 - The core viewpoint of the news is that Aofei Data has experienced a significant stock price increase, with a cumulative rise of 11.36% over four consecutive days, reaching a price of 22.55 yuan per share and a market capitalization of 22.216 billion yuan [1] - Aofei Data's main business involves Internet Data Center (IDC) operations, with IDC services accounting for 82.18% of its revenue and other internet comprehensive services making up 17.82% [1] - The stock has seen a trading volume of 1.767 billion yuan and a turnover rate of 8.03% on the reporting date [1] Group 2 - According to data from the top ten holdings of funds, a fund under Bank of China Securities has increased its holdings in Aofei Data, with a total of 124,700 shares, representing 4.52% of the fund's net value [2] - The fund, Zhongyin Securities Preferred Industry Leaders Mixed A (009640), has achieved a year-to-date return of 60.52% and a one-year return of 87.31% [2] - The fund manager, Song Fangyun, has been in position for 2 years and 267 days, with the best fund return during this period being 24.52% [3]

金融工程| 证券研究报告 —周报 2025 年 9 月 15 日 中银量化大类资产跟踪 中小盘反弹力度领先，微盘拥挤度降至低位 股票市场概览 本周 A 股上涨，港股上涨，美股上涨，其他海外权益市场普遍上涨。 A 股风格与拥挤度 成长 vs 红利：成长风格拥挤度及超额净值持续处于历史低位；红利风 格拥挤度近期处于历史较低位置。 小盘 vs 大盘：小盘风格超额净值及拥挤度均处于历史低位，大盘风格 拥挤度近期上升至历史较高位置。 微盘股 vs 基金重仓：微盘股拥挤度下降至历史低位；基金重仓超额累 计净值持续处于历史低位，拥挤度近期上行至历史高位。 A 股行情及成交热度 本周领涨的行业为电子、非银行金融、农林牧渔；领跌的行业为银行、综 合金融、医药。本周成交热度最高的行业为国防军工、纺织服装、纺织服 装；成交热度最低的行业为煤炭、综合金融、石油石化。 A 股估值与股债性价比 A 股资金面 机构调研活跃度 当前机构调研活跃度历史分位居前的行业为有色金属、房地产、石油石 化，居后的行业为银行、机械、医药。 利率市场 本周中国国债利率上涨，美国国债利率下跌，中美利差处于历史高位。 汇率市场 近一周在岸人民币较美元升值，离岸 ...