Group 1 - The brain-computer interface (BCI) sector has seen significant advancements since 2025, with related stocks experiencing substantial increases, such as Saily Medical up 165.37% and Innovative Medical up 92.46% as of July 3 [1] - The A-share BCI sector has an overall increase of 49.1% this year, indicating a strong market sentiment towards this industry [1] - Policy support has been a driving force, with cities like Beijing and Shanghai launching five-year action plans for BCI development, aiming to cultivate innovative enterprises and achieve clinical application of BCI products by 2030 [1][2] Group 2 - The establishment of China's first BCI industrial cluster in Shanghai marks a significant step in the domestic BCI landscape, with the new facility expected to be operational within the year [2] - The stock market has reacted positively, with multiple BCI-related stocks experiencing consecutive gains, such as Saily Medical and Jihua Group achieving three consecutive trading limits [2] - The BCI theme index in A-shares has risen by 4.96% over the past month, reflecting ongoing investor interest [2] Group 3 - Companies are increasingly engaging with investors regarding BCI developments, with Chengyitong announcing a dual-track strategy in invasive and non-invasive BCI technologies [3] - Chengyitong plans to release three prototypes of neuro-rehabilitation devices integrating BCI technology by July 2024 [3] - Other companies, such as Chengdu Huamei and Pulite, are also exploring BCI applications, focusing on signal processing hardware and high-performance materials, respectively [3]

证券代码：601718 证券简称：际华集团 公告编号：临 2025-035 际华集团股份有限公司 关于股份回购进展公告 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，在回购股份期间，上市公司应当每个月的前 3 个 交易日内，公告截至上月末的回购进展情况。现将公司股份回购的进展情况公告 如下： 截至 2025 年 6 月 30 日，公司通过上海证券交易所交易系统以集中竞价交易 方式回购股份数量 15,240,401 股，占公司当前总股本的比例为 0.3470%，回购成 交的最高价为人民币 2.73 元/股，最低价为人民币 2.51 元/股，已支付的总金额 为人民币 39,935,045.57 元（不含交易费用）。股份回购符合法律法规的有关规定 和公司回购股份方案的要求。 三、 其他事项 公司将严格按照《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，在回购期限内根据市场情况择机做出 回购决策并予以实施，同时根据回购股份事项进展情况及时履行信息披露义务， 敬请广大投资者注意投资风险。 特 ...

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]

Market Performance - The brain-computer interface concept declined by 2.60%, ranking among the top declines in concept sectors [1][2] - Within the sector, companies such as Xiangyu Medical and Aipeng Medical experienced significant declines, while Lepu Medical and ST Huaton saw increases of 4.05% and 3.05% respectively [1][3] Capital Flow - The brain-computer interface sector experienced a net outflow of 2.376 billion yuan, with 27 stocks seeing net outflows and 5 stocks exceeding 100 million yuan in outflows [2] - The company with the highest net outflow was Jihua Group, with a net outflow of 998.798 million yuan, followed by Innovation Medical and Haige Communication with net outflows of 288.118 million yuan and 186.919 million yuan respectively [2][3] Top Gainers and Losers - The top gainers in the brain-computer interface sector included Lepu Medical with a gain of 4.05% and ST Huaton with a gain of 3.05% [1][3] - The top losers included Xiangyu Medical with a decline of 8.34% and Aipeng Medical with a decline of 6.17% [3]

Group 1: Company Announcements - Changchun High-tech plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and international brand image [1] - Saisir reported June sales of 46,086 new energy vehicles, a year-on-year increase of 4.44%, with a total of 172,100 units sold in the first half of the year, down 14.35% year-on-year [1] - Hangzhou High-tech announced a change in controlling shareholder to Jirong Weiye, with stock resuming trading on July 2, 2025 [1] Group 2: Financial Performance - Guomai Technology expects a net profit of 125 million to 156 million yuan for the first half of 2025, a year-on-year increase of 60.52% to 100.33% [2] - Kid King anticipates a net profit of 120 million to 160 million yuan for the first half of 2025, representing a year-on-year growth of 50% to 100% [2] - Mould Technology received a project from a well-known North American electric vehicle company, with expected total sales of 1.236 billion yuan over five years [3] Group 3: Regulatory and Compliance - *ST Yuancheng is under investigation by the China Securities Regulatory Commission for suspected false disclosures in financial reports [4] - The company received a notice of investigation on July 1, 2025, which may lead to significant penalties and potential delisting [4] Group 4: Market Activity - Changcheng Military Industry's stock has experienced significant volatility, with a cumulative price deviation exceeding 20% over three trading days, indicating potential irrational speculation [5] - Anglikang has only one innovative drug project, ALK-N001, currently in Phase I clinical trials, highlighting the long and uncertain nature of drug development [6] Group 5: Sales and Contracts - Beiqi Blue Valley's subsidiary reported a 139.73% year-on-year increase in sales for the first half of the year [7] - Dong'an Power's engine sales in June increased by 82.79% year-on-year [7] - Pudong Construction's subsidiary won multiple major projects with a total bid amount of 1.964 billion yuan [7]

证券代码：601718 证券简称：际华集团 公告编号：临 2025-034 际华集团股份有限公司（以下简称"公司"或"本公司"）股票于 2025 年 6 月 26 日、6 月 27 日、6 月 30 日连续三个交易日收盘价格涨幅偏离值累计达到 20%，属于股票交易异常波动。公司已于 2025 年 7 月 1 日披露《际华集团股票交易 异常波动公告》（公告编号：2025-033）。 2025 年 7 月 1 日，公司股价再次涨停，鉴于公司股票价格短期涨幅较大， 敬请广大投资者注意投资风险，审慎决策，理性投资。 公司股票于 2025 年 6 月 26 日、6 月 27 日、6 月 30 日连续三个交易日收盘 价格涨幅偏离值累计达到 20%，属于股票交易异常波动。公司已于 2025 年 7 月 1 日披露《际华集团股票交易异常波动公告》（公告编号：2025-033）。2025 年 7 月 1 日，公司股价再次涨停，鉴于公司股票价格短期涨幅较大，现对有关事项和 风险说明如下： 一、二级市场交易风险 公司股票于 2025 年 6 月 26 日、6 月 27 日、6 月 30 日连续三个交易日收盘价格 际华集团股份有限公 ...

New Stock Issuance - The new stock "同宇新材" (code: 301630) is listed at an issuance price of 84.00[1] - "信通电子" (code: 001388) has an issuance price of 16.42[1] Rights Issues and Announcements - "济川药业" (code: 600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - "中程退" (code: 300208) has 13 trading days remaining until the last trading day[1] - "退市锦港" (code: 600190) also has 13 trading days remaining until the last trading day[1] - "恒立退" (code: 000622) has 10 trading days remaining until the last trading day[1] Abnormal Fluctuations - "浙江东日" (code: 600113) reported severe abnormal fluctuations[1] - "汇金股份" (code: 300368) is noted for abnormal fluctuations[3]

截至收盘，上证指数报收3457.75点，上涨0.39%；深证成指收于10476.29点，上涨0.11%；创业板指下 跌0.24%；科创50指数下跌0.86%。 | 605006 | 山东玻纤 | 7.39 | 8.15 | 710.06 | 5247.38 | 建筑材 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 料 | | 603936 | 博敏电子 | 10.37 | 11.69 | 495.73 | 5140.68 | 电子 | | 603091 | 众鑫股份 | 69.60 | 10.08 | 73.46 | 5112.57 | 轻工制 | | | | | | | | 造 | | 000900 | 现代投资 | 4.65 | 3.59 | 1098.30 | 5107.1 1 | 交通运 | | | | | | | | 输 | | 600353 | 旭光电子 | 14.67 | 12.69 | 321.23 | 4712.44 | 电子 | | 002102 | 能特科技 | 3.48 | 4.70 | 1317.38 | 45 ...

Core Viewpoint - The A-share military industry sector is experiencing a rebound, with significant stock price increases observed in several companies, indicating renewed investor interest and confidence in the sector [1] Company Performance - Changcheng Military Industry has seen its stock hit the daily limit up, achieving a remarkable performance of 8 out of 10 trading days with price increases [1] - Other companies such as China Shipbuilding Emergency, Lijun Shares, Sichuan Chuang Electronics, and Jihua Group also experienced stock price surges, with some stocks reaching their daily limit [1] - Zhongke Haixun's stock price increased by over 10%, reflecting positive market sentiment towards military-related stocks [1]

Core Points - Jihua Group's stock has hit the daily limit up for three consecutive trading days, with a current price of 4.31 yuan and a total market capitalization of 18.928 billion yuan [2] - The stock has seen a cumulative increase of 33.02% during the consecutive limit-up period, with a turnover rate of 8.44% [2] - As of June 30, the margin trading balance for the stock was 558 million yuan, with a financing balance of 555.6 million yuan, reflecting a day-on-day increase of 16.1383 million yuan, or 2.99% [2] Trading Performance - On June 30, the stock experienced a daily increase of 10.11% with a turnover rate of 0.81% and a net inflow of 41.6843 million yuan [2] - The stock's performance over the past few days shows significant fluctuations, with a notable increase of 9.88% on June 27 and a decrease of 2.56% on June 24 [2] - The stock has been featured on the Dragon and Tiger list due to a cumulative price deviation of 20% over three trading days and a daily deviation of 7% [2] Financial Performance - In the first quarter, the company reported total revenue of 1.631 billion yuan, a year-on-year decrease of 37.35%, while net profit reached 7.3961 million yuan, a year-on-year increase of 128.02% [2]