Group 1 - The A-share rare earth permanent magnet sector is experiencing active bidding, with companies such as Wolong New Energy and Jingyuntong hitting the daily limit up [1] - Other companies like Sanchuan Wisdom, Huahong Technology, Baogang Co., and Jintian Co. also opened high, rising over 5% [1]

关于北京京运通科技股份有限公司 间询函的回函 致:北京京运通科技股份有限公司 来函收悉。贵司股票于 2025年_ | 月 |0_日至 2025年 7 月 || 日连 续 内 个交易目内日收盘价格涨幅偏离值累计达 20%,属于《上海证券交易所 交易规则》规定的股票交易异常波动情形,作为贵司的控股股东及实际控制人, 就贵司发来的问询函回复如下: 特此回函 控股股东:北京京运通达兴科技投资有限公 实际控制人:一 月 // 日 2025年 2、作为贵司的控股股东及实际控制人,不存在影响贵司股票交易价格异常 波动的重大事宜; 3、除贵司已披露公告事项外,不存在正在筹划涉及贵司的重大事项,包括 但不限于重大资产重组、股份发行、重大交易类事项、业务重组、股份回购、股 权激励、破产重整、重大业务合作、引进战略投资者等重大事项; 4、作为贵司的控股股东及实际控制人,在本次股票交易异常波动期间,不 存在买卖公司股票的情形。 1、作为贵司的控股股东及实际控制人,没有涉及贵司的应披露而未披露的 重大消息; ...

证券代码：601908 证券简称：京运通 公告编号：临 2025-037 北京京运通科技股份有限公司 股票交易异常波动公告 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： ●北京京运通科技股份有限公司（以下简称"公司"或"本公司"）股票于 2025 年 7 月 10 日、7 月 11 日连续两个交易日内日收盘价格涨幅偏离值累计达 20%，根据《上海证券交易所交易规则》等有关规定，属于股票交易异常波动的 情形。 ●经公司自查，并向公司控股股东及实际控制人书面征询核实，截至本公告 披露日，除公司已披露事项外，公司、控股股东及实际控制人不存在应披露而未 披露的重大事项。 ●公司股价短期涨幅较大，敬请广大投资者注意市场交易风险、生产经营风 险、诉讼风险等风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票于 2025 年 7 月 10 日、7 月 11 日连续两个交易日内日收盘价格涨 幅偏离值累计达 20%，根据《上海证券交易所交易规则》等有关规定，属于股票 交易异常波动的情形。 二、公司关注并核实的相 ...

Core Viewpoint - The company, Jingyuntong (601908.SH), has experienced significant stock price fluctuations and faces substantial litigation risks, with a total amount involved in lawsuits and arbitrations reaching approximately 1 billion yuan over the past 12 months [1]. Group 1: Stock Performance - Jingyuntong's stock price showed an abnormal fluctuation, with a cumulative increase of 20% over two consecutive trading days on July 10 and July 11 [1]. - The company confirmed that its production and operational status remains normal, and there are no major contracts signed or significant matters that need disclosure [1]. Group 2: Litigation Risks - The company and its subsidiaries have been involved in lawsuits and arbitrations totaling approximately 1 billion yuan over the last 12 months [1]. - Some of the disclosed lawsuits and arbitration cases are still pending judgment or resolution, leading to uncertainty regarding their impact on the company's current and future profits [1].

Market Activity - On July 11, the A-share market showed active trends with 61 stocks hitting the daily limit up, and a total of 17 stocks achieved consecutive limit ups, resulting in a success rate of 69% for limit orders [1] - The market focused on several strong stocks, with Sifang New Materials achieving a remarkable five consecutive limit ups, and Guotou Zhonglu also performing well with a T-shaped limit up, reaching five consecutive limit ups [1] - Stocks like Jingyi Co. and Yamaton achieved their fifth limit up within eight trading days through reverse limit up strategies [1] Stock Performance - Among the stocks with consecutive limit ups, Forest Packaging demonstrated a strong performance with seven consecutive limit ups, while companies like Shuangwei New Materials, Nanhua Futures, and Hemei Group achieved three consecutive limit ups [1] - ST Yazhen maintained an impressive performance with 12 limit ups over 15 days, while Yamaton and Jingyi Co. kept a pace of five limit ups over eight days [2] Market Sentiment and Capital Inflow - The market showed positive sentiment with active participation from investors, as evidenced by over 15 billion yuan in limit order funds supporting Shuangwei New Materials, and several other stocks like Sifang New Materials and Jin'an Guoji also receiving billions in limit order funds [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.7 trillion yuan, marking the highest level in nearly four months, indicating a significant increase in overall market activity and investor engagement [1] Sector Performance - The non-ferrous metal sector was notably active, with stocks like Hunan Silver and China Nonferrous Metals achieving limit ups [1] - The rare earth permanent magnet sector also showed strength, with companies like Northern Rare Earth and Jingyuntong achieving two consecutive limit ups, while Baogang Group and China Rare Earth also hit limit ups [1] - The securities IT sector attracted capital interest, with stocks like Jinzhen Co. and Guo'ao Technology hitting limit ups [1]

Group 1 - The photovoltaic sector is experiencing renewed activity, with Guosheng Technology (603778) achieving three consecutive trading limits, and Jingyuntong (601908) achieving two consecutive trading limits [1] - Other companies such as Yamaton (002623), Tuori New Energy (002218), and Yijing Photovoltaic (600537) are also seeing price increases [1] - There is a notable influx of dark pool funds into these stocks, indicating strong investor interest [1]

暗盘资金正涌入这些股票，点击速看>>> 稀土永磁板块高开，京运通（601908）涨停走出2连板，包钢股份（600010）、北方稀土（600111）涨 超5%，英洛华（000795）、大地熊跟涨。包钢股份与北方稀土双双发布公告，宣布将2025年第三季度 稀土精矿关联交易价格调整为不含税19109元/吨(干量，REO=50%)，较二季度的18825元/吨上涨1.5%。 这是2024年四季度以来，稀土精矿日常关联交易价格连续四个季度环比上涨。 ...

Real Estate - The recent surge in the real estate market is primarily driven by policy support and upcoming central urban work meetings focusing on urban renewal and potential shantytown redevelopment [1] - Bloomberg reported that the market is betting on China restarting the shantytown renovation support plan from 2015, which may include accelerating new housing construction and providing monetary compensation to families [1] - The State Council aims to stabilize the real estate market and better meet public expectations for quality housing through new development models [1] Banking Sector - Global bank indices have reached new highs, with increases of 52% for global banks, 49% for U.S. banks, and 65% for European banks since the beginning of 2024 [4] - The A-share market saw a collective rise in major indices, with the Shanghai Composite Index recovering above 3500 points, indicating strong performance in the banking sector [5][6] - The banking sector is viewed as a stable investment, with major banks hitting historical highs [5] Market Dynamics - The real estate and housing inspection sectors experienced significant gains, with multiple stocks reaching their daily limit [6] - The silicon wafer manufacturers raised their prices, contributing to sustained gains in the silicon energy sector [6] - The rare earth permanent magnet sector showed positive performance, with North Rare Earth's net profit expected to grow by 1883% to 2015% year-on-year in the first half of the year [6][10] Chip Industry - Nvidia plans to launch a new AI chip designed for the Chinese market, which will comply with U.S. export restrictions by removing advanced technology components [9] - Despite the new chip's performance being inferior to local competitors, Chinese customers are still interested due to the high operational costs of switching platforms [10] - The demand for the new chip is expected to be lower than its predecessor, which faced significant restrictions earlier this year [10] Investment Trends - The non-bank financial sector saw the largest net inflow of capital, indicating strong investor interest [11] - The real estate and banking sectors are currently attracting significant investment, while sectors like electronics and automotive are experiencing net outflows [11] - The overall market sentiment is reflected in the performance of various sectors, with real estate, oil and gas, and steel leading the gains, while defense, electronics, and automotive sectors lag behind [19]

Core Viewpoint - The rare earth permanent magnet sector has shown a positive performance with a 1.95% increase, ranking sixth among concept sectors, driven by significant gains in stocks like Northern Rare Earth and Jingyuntong, which hit the daily limit [1][2]. Market Performance - The rare earth permanent magnet sector saw 46 stocks rise, with notable increases from Jingyuntong (10.03%), Northern Rare Earth (10.02%), and China Rare Earth (5.92%) [1][3]. - Conversely, stocks such as Fangbang Co., Huarui Co., and Xiangming Intelligent experienced declines of 2.58%, 2.09%, and 1.95% respectively [1][5]. Capital Flow - The sector attracted a net inflow of 2.676 billion yuan, with 32 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflows [2][3]. - Northern Rare Earth led the inflow with 1.18 billion yuan, followed by Baogang Co. (367 million yuan) and China Rare Earth (200 million yuan) [2][3]. Stock Performance Metrics - Key stocks in the rare earth permanent magnet sector include: - Jingyuntong: 10.03% increase, 54.51% net inflow ratio - Northern Rare Earth: 10.02% increase, 15.04% net inflow ratio - Baogang Co.: 4.40% increase, 15.41% net inflow ratio [3][4].

（原标题：京运通涨停，沪股通龙虎榜上净买入1655.52万元） 京运通(601908)今日涨停，全天换手率3.46%，成交额3.16亿元，振幅9.09%。龙虎榜数据显示，沪股通净买入1655.52万元，营业部席位合计净买 入7414.29万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.55%上榜，沪股通净买入1655.52万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交1.37亿元，其中，买入成交额为1.14亿元，卖出成交额为2298.90万元，合计净买入 9069.81万元。 具体来看，今日上榜的营业部中，沪股通为第二大买入营业部，买入金额为1655.52万元，合计净买入1655.52万元。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 相关ETF 数字经济ETF (产品代码: 560800) ★ 跟踪：中证数字经济主题指数 近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨3.73%，上榜后5日平均涨5.31%。 资金流向方面，今日该股主力资金净流入1.72亿元，其中，特大单净流入1.87亿元，大单资金净流出1470.73万元。近5日主力资金净流入1.01亿 元。 融 ...