Group 1 - The construction of a financial powerhouse is essential for achieving a modern socialist strong nation, as finance is a crucial component of national economic strength and competitiveness [3] - The relationship between building a financial powerhouse and achieving socialist modernization is one of local serving the overall goal, emphasizing that a strong financial system is necessary for the modernization process [3] Group 2 - Multiple stocks have been flagged for trading risks due to significant short-term price increases, indicating potential irrational speculation [4][26] - External institutions like Morgan Stanley and UBS are optimistic about the A-share market, predicting an earnings growth rate of 8% for 2026, driven by improved nominal GDP growth and policy support [5][6] - The A-share market is expected to see further valuation increases due to macro policies, accelerated earnings growth, and sustained inflows of long-term capital [6] Group 3 - IBM's CEO expressed skepticism about the current data center construction trend, stating that the high costs make it unlikely for tech giants to achieve returns on such investments [14] - The company estimates that building a 1 GW data center requires an investment of approximately $80 billion [14] Group 4 - The stock of Chen'an Technology will resume trading after a change in its controlling shareholder to a state-owned entity, which is expected to enhance collaboration and support [15] - The stock of *ST Zhengping will resume trading after a significant price increase, which raised concerns about trading risks [16] Group 5 - The Ningbo Port expects a 10.8% year-on-year increase in container throughput for November 2025, indicating growth in shipping activities [30] - Yutong Bus reported a production increase of 11.21% and sales increase of 8.62% in November 2025, reflecting positive trends in the bus manufacturing sector [31]

1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | 投资者及其一致行动人的身 | ☑其他 5%以上大股东及其一致行动人 | | 份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 证券代码：603022 证券简称：新通联 公告编号：2025- 045 上海新通联包装股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的 提示性公告 芜湖远澈毕方投资中心（有限合伙）保证向本公司提供的信息真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一 致。 一、 信息披露义务人及其一致行动人的基本信息 2.信息披露义务人信息 | 信息披露义务人名称 | 投资者身份 | | 统一社会信用代码 | | --- | --- | --- | --- | | | □ 控股股东/实控人 | | | | 芜湖远澈毕方投资中 | □ 控股股东/实控人的一 | ☑ | 91340202MA2WFLT03Q | | 心（有限合 ...

格隆汇12月2日丨新通联(603022.SH)公布，近日，公司收到毕方投资的《关于权益变动触及1%刻度的 告知函》，毕方投资在2025年11月28日至2025年12月1日通过集中竞价、大宗交易方式减持公司股份189 万股。本次权益变动后，毕方投资持有公司股份由1490.37万股减少至1301.37万股，持股比例由7.45% 下降至6.51%，权益变动触及1%刻度。 ...

格隆汇12月2日丨新通联（维权）(603022.SH)公布，近日，公司收到毕方投资的《关于权益变动触及 1%刻度的告知函》，毕方投资在2025年11月28日至2025年12月1日通过集中竞价、大宗交易方式减持公 司股份189万股。本次权益变动后，毕方投资持有公司股份由1490.37万股减少至1301.37万股，持股比例 由7.45%下降至6.51%，权益变动触及1%刻度。 ...

新通联公告称，持股5%以上股东芜湖远澈毕方投资中心（有限合伙）因资金需要，于2025年11月披露 减持不超600万股（不超总股本3%）的计划。11月28日至12月1日，该股东通过集中竞价、大宗交易减 持189万股，持股由1490.37万股降至1301.37万股，比例由7.45%降至6.51%，权益变动触及1%刻度。本 次减持未违反承诺，不触及要约收购，减持计划尚未执行完毕。 ...

| 股票基金信息 | | --- | | 交易日期 | | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 025-12-01 | 新通联 | 603022 | 9.54 | 954 | 100 | 公司青岛有思营任 | 有機器能發覺 | ка | 12月1日，新通联大宗交易成交100万股，成交额954万元，占当日总成交额的18.72%，成交价9.54元， 较市场收盘价10.51元折价9.23%。 ...

Group 1 - The core point of the article highlights the trading activity of Xintonglian, which saw a slight increase in stock price and a significant block trade on December 1 [1] - Xintonglian's stock closed at 10.51 yuan, with a block trade involving 1 million shares and a total transaction value of 9.54 million yuan [1] - The first transaction price was 9.54 yuan per share, with a premium rate of -9.23%, indicating a discount on the transaction [1] Group 2 - Over the past three months, Xintonglian has recorded a total block trade amounting to 9.54 million yuan [1] - In the last five trading days, the stock has increased by 2.94%, with a net inflow of 1.53 million yuan from major funds [1]

Core Viewpoint - The announcement of a share reduction plan by a major shareholder of Xintonglian (603022) indicates ongoing financial challenges and strategic shifts within the company, particularly following a failed restructuring effort [1] Group 1: Shareholder Actions - On November 7, Xintonglian announced that its major shareholder, Bibang Investment, plans to reduce its holdings by up to 6 million shares, representing no more than 3% of the total share capital, between November 28, 2025, and February 28, 2026 [1] - Bibang Investment currently holds 14.90 million shares, accounting for 7.45% of Xintonglian's total share capital [1] - Less than three months prior, Bibang Investment had already reduced its stake by 3% [1] Group 2: Historical Context - Since 2021, Bibang Investment has sold shares at a loss, having acquired 18.45% of the company for over 400 million yuan at a price of 11.34 yuan per share from the controlling shareholder [1] - The company has seen multiple instances of share reductions below the acquisition cost since 2022 [1] Group 3: Company Strategy and Market Position - The decision to sell shares is attributed to the shareholder's personal financial needs, and the company has not continued investments in intelligent data services following a failed restructuring [1]

Core Viewpoint - The second largest shareholder of Xintonglian, Wuhu Yuancheng Bifang Investment Center, has announced another share reduction plan, following a previous reduction of 3% of its holdings within three months. The investment center has been reducing its shares at prices below its acquisition cost since 2022, indicating potential concerns about the company's future performance and its strategic direction in the data intelligence service industry [1][14]. Shareholding Changes - Bifang Investment plans to reduce its holdings by up to 6 million shares, representing no more than 3% of the total share capital, from November 28, 2025, to February 28, 2026, due to funding needs [2][11]. - As of now, Bifang Investment holds 14,903,700 shares, accounting for 7.45% of Xintonglian's total share capital [12][13]. Historical Share Acquisition - Bifang Investment acquired 18.45% of Xintonglian's shares in September 2021 for over 400 million yuan at a price of 11.34 yuan per share [3][5]. - The shareholding peaked at 36,896,200 shares, which was later reduced through multiple transactions at prices lower than the acquisition cost [6][10]. Recent Financial Performance - Xintonglian's revenue for the years 2022 to 2024 was reported as 793 million yuan, 864 million yuan, and 876 million yuan, respectively, with net profits of 35.13 million yuan, 51.68 million yuan, and 49.84 million yuan [14]. - As of November 11, 2025, Xintonglian's closing price was 10.82 yuan, with a market capitalization of 2.164 billion yuan and a dynamic P/E ratio of 41.25 [14]. Strategic Concerns - Bifang Investment's decision to sell at a loss raises questions about the company's strategic direction, particularly in the data intelligence service sector, especially after a failed restructuring that halted further investments in this area [14].

Core Insights - The packaging and printing sector experienced a 1.01% increase on November 10, with Zhongrui Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Sector Performance - Zhongrui Co., Ltd. (002374) saw a closing price of 3.48, with a significant increase of 10.13% and a trading volume of 1.0281 million shares, amounting to a transaction value of 343 million yuan [1] - Jiyou Co., Ltd. (603429) also performed well, closing at 10.34 with a 10.00% increase and a trading volume of 299,900 shares, resulting in a transaction value of 299 million yuan [1] - Other notable performers included Jinghua Laser (603607) with a 5.88% increase, Xianggang Technology (663499) with a 3.35% increase, and Aori Co. (002701) with a 2.19% increase [1] Capital Flow - The packaging and printing sector saw a net inflow of 80.2079 million yuan from institutional investors, while retail investors experienced a net outflow of 120 million yuan [2] - The main stocks with significant capital inflow included Zhongrui Co. with a net inflow of 119 million yuan, and Jinghua Laser with a net inflow of 44.5035 million yuan [3] - Conversely, retail investors showed a net outflow from several stocks, including Shunhao Co. (002565) with a net outflow of 81.7314 million yuan [3]