从基金调研公司的A股总市值统计，总市值在500亿元以上的共有2家，其中总市值超千亿元的有中航沈 飞等，总市值不足100亿元的有8家，分别是卫信康、鑫铂股份、和远气体等。 昨日基金共对17家公司进行调研，扎堆调研冰轮环境、新坐标、中航沈飞等。 证券时报·数据宝统计，6月30日共28家公司被机构调研，按调研机构类型看，基金参与17家公司的调研 活动，其中，10家以上基金扎堆调研公司共5家。冰轮环境最受关注，参与调研的基金达28家；新坐 标、中航沈飞等分别获20家、13家基金集体调研。 基金参与调研的公司中，按所属板块统计，深市主板公司有5家，创业板公司有1家，沪市主板公司有9 家，科创板公司有2家。所属行业来看，基金调研的公司共涉及11个行业，所属汽车行业最多，有3家公 司上榜；国防军工、电力设备等紧随其后，分别有2家、2家公司上榜。 数据宝统计，基金参与调研股中，近5日资金净流入的有11只，中航沈飞近5日净流入资金4.69亿元，主 力资金净流入最多；净流入资金较多的还有新坐标、冰轮环境等，净流入资金分别为8608.16万元、 7484.17万元。（数据宝） 市场表现上，基金调研股中，近5日全部上涨，涨幅居前的有 ...

Core Insights - The biopharmaceutical industry in China has significant growth potential, driven by a series of supportive policies aimed at promoting innovative drug development [1][2] - Companies in the Shenzhen market are focusing on independent innovation to explore new frontiers in life and health, contributing to the global pharmaceutical innovation landscape [1][2] Policy Support - The Chinese government has intensified support for the innovative drug industry, with a comprehensive policy framework established in July 2024 to enhance various aspects such as pricing management, insurance payments, and clinical trial approvals [2] - Local governments are also actively promoting the development of innovative drugs, exemplified by Beijing's plan for high-quality construction of an international pharmaceutical innovation park from 2025 to 2030 [2] Company Developments - Huadong Medicine (000963) has 133 ongoing pharmaceutical projects, with 94 focused on innovative drugs and biosimilars, including a diverse range of drug types targeting various diseases [3][5] - Haizhu Pharmaceutical (002653) has 14 innovative drug products in clinical stages, emphasizing its commitment to becoming a trusted international pharmaceutical company [3] - Betta Pharmaceuticals (300558) has over 20 years of experience in cancer drug innovation and is focused on developing proprietary drugs [3] Financial Performance - Huadong Medicine reported a 16.77% increase in R&D investment to 2.678 billion yuan in 2024, with direct R&D expenses accounting for 12.91% of its pharmaceutical revenue [5][6] - Haizhu Pharmaceutical's revenue reached 3.721 billion yuan in 2024, a 10.92% increase, with a net profit of 395 million yuan, reflecting a 34% growth [6] - Betta Pharmaceuticals achieved a revenue of 2.892 billion yuan in 2024, marking a 17.74% increase, with a net profit growth of 55.92% [7]

证券代码：603040 证券简称：新坐标 公告编号：2025-032 杭州新坐标科技股份有限公司 关于以集中竞价交易方式回购股份的进展公告 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： | 回购方案首次披露日 | 2025/4/10，由实际控制人、董事长兼总经理徐纳 | | | | | | --- | --- | --- | --- | --- | --- | | | 提议 | | | | | | 回购方案实施期限 | 年 月 日 2025 4 4 10 | 10 | 日~2026 | 年 | 月 | | 预计回购金额 | 2,500万元~5,000万元 | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | 累计已回购股数 | □为维护公司价值及股东权益 910,800股 | | | | | | 累计已回购股数占总股本比例 | 0.6672% | | | | | | 累计已回购金额 | 29,573,140.00元 | | | | | ...

暗盘资金正涌入这些股票，点击速看>>> A股三大指数早盘集体上涨，截至午盘，沪指涨0.2%，深成指涨0.54%，创业板指涨0.93%，北证50指数跌0.1%。全市场半日成交额9326亿元，较上日缩量 811亿元。全市场超3500只个股上涨。 板块题材上，游戏、军工、脑机接口、光刻机概念股涨幅居前；银行、证券、乳业板块跌幅居前。 盘面上，军工板块早盘大涨，恒宇信通（300965）、晨曦航空（300581）、中兵红箭（000519）多股涨停。游戏板块持续拉升，恺英网络（002517）、巨人 网络（002558）双双涨停。光刻机概念股表现活跃，蓝英装备（300293）20cm涨停，凯美特气（002549）、中瓷电子（003031）涨停。创新药板块探底回 升，昭衍新药（603127）涨停。银行、证券板块早盘下挫，国盛金控（002670）跌超5%，湘财股份（600095）、苏农银行（603323）、青岛银行 （002948）纷纷下跌。 涨停天梯榜： 【5连板】 弘业期货（001236）。 【4连板】 好上好（001298）。 【3连板】 飞亚达（000026）、时代万恒（600241）、诚邦股份（603316）。 NO ...

Core Insights - The SNEC PV exhibition remains a significant event for the solar industry, even amidst a cyclical downturn, with approximately 500,000 attendees expected from June 11 to June 13 [1] - Major solar companies are actively participating in the exhibition, showcasing new technologies, products, and collaborations, indicating a shift from a pure manufacturing focus [1][2] Group 1: Industry Trends - The solar industry is currently experiencing a phase of deep adjustment, with companies seeking to avoid price wars and focusing on self-discipline [5][6] - There is a consensus among leading solar manufacturers to refrain from increasing production capacity in the short term, emphasizing cautious growth strategies [5][6] Group 2: Technological Innovation - The industry is facing challenges in achieving significant technological breakthroughs, with recent innovations being characterized as "micro-innovations" rather than major advancements [3][4] - Leading companies are introducing higher power and efficiency products, such as Jinko's 670W TOPCon modules and LONGi's 700W HIBC modules, but the differences in performance are narrowing [2][3] Group 3: Market Dynamics - The competition among different N-type technologies (TOPCon, BC, HJT) is intense, but the industry is urged to focus on broader innovations beyond just these technologies [4][5] - The integration of solar energy with storage solutions and smart energy systems is becoming increasingly important, as companies aim to provide comprehensive energy solutions [6][7] Group 4: Future Outlook - The solar industry is undergoing a transformation, moving from being a simple energy source to a central hub connecting energy production, storage, and consumption [7][8] - Industry leaders emphasize the need for a paradigm shift, suggesting that rather than waiting for cyclical recovery, the focus should be on addressing disruptive changes within the industry [8]

Core Insights - Qingdao is leveraging the upcoming Sixth Multinational Corporation Leaders Summit as a key platform to enhance its global openness and attract multinational companies to explore opportunities in China [1][4] - The summit will feature innovative activities aimed at highlighting the role of multinational companies and promoting consumption through various events [1][2] Group 1: Summit Overview - The summit will take place from June 18 to 20, co-hosted by the Ministry of Commerce and the Shandong Provincial Government [1] - Qingdao is introducing a "1+3" main venue series of promotional activities to showcase its development achievements and unique advantages [1] - The "International City Partners Dialogue" will gather global giants like Mizuho, AstraZeneca, and Amcor to discuss supply chain resilience and capital flow optimization [1] Group 2: Forums and Activities - Three major professional forums will address global cooperation hotspots, including a high-quality development forum for China-Arab economic cooperation with over 80 leading companies from Arab nations [2] - The Shandong Port Global Supply Chain Conference aims to strengthen Qingdao's position as an international shipping hub and explore new opportunities in global supply chain development [2] - The summit will also feature a "Consumption Week" to enhance the city’s soft power, showcasing local products and cultural experiences [2] Group 3: Long-term Vision - Qingdao's ambitions extend beyond the summit, aiming to transform resources into sustainable urban growth and a multi-layered global cooperation ecosystem [4] - The city is positioning itself as a strategic hub for multinational companies to engage deeply and share in growth opportunities [4] - Qingdao's initiatives reflect a commitment to expanding its openness and enhancing its attractiveness as a destination for global business leaders [4]

Core Viewpoint - Yunnan Province, known as the "Kingdom of Nonferrous Metals," is leveraging its rich titanium resources to develop a robust titanium industry cluster in Chuxiong Prefecture, aiming for a trillion-level industry scale through strategic planning and collaboration with leading enterprises like Longbai Group [1][2]. Industry Development - Chuxiong Prefecture has established a complete titanium industry chain, from mining to production, with over 30 titanium enterprises and significant production capacities, including 500,000 tons of high-titanium slag, 300,000 tons of chlorination titanium dioxide, 50,000 tons of sponge titanium, and 20,000 tons of titanium materials [2][3]. - The green titanium industry in Chuxiong achieved a production value of 8.861 billion yuan in 2023, reflecting a growth of 13.6%, indicating a positive development trend [3]. Technological Innovation - The titanium industry in Chuxiong faced challenges such as outdated production processes and high energy consumption, which hindered competitiveness. However, after the restructuring in 2019, Longbai Group introduced advanced technologies, leading to significant improvements in production efficiency and profitability [4][5]. - Longbai Group's subsidiary, Yunnan Guotai Metal Co., Ltd., has become a global leader in sponge titanium production, with production capacity and revenue projected to grow significantly by 2024 [5]. Environmental Sustainability - Chuxiong's titanium enterprises are committed to environmental protection, investing in eco-friendly technologies and achieving high resource utilization rates. Innovations such as the MVR evaporation system have reduced energy consumption by 60% per ton of titanium liquid [7][8]. - The industry has achieved a 12% reduction in energy intensity over three consecutive years and an 85% comprehensive utilization rate of industrial solid waste, transforming pollution sources into valuable resources [7][8].

Investment Summary - The automotive industry is experiencing a recovery driven by the "old-for-new" policy, with domestic sales in the first four months of 2025 reaching 8.123 million units, a year-on-year increase of 12% [4][21]. - New energy vehicles (NEVs) saw cumulative sales of 4.3 million units in the same period, marking a significant year-on-year growth of 46.3% [4][26]. - The penetration rate of NEVs increased to 42.7% in the first four months of 2025, up from 40.9% in 2024 [4][26]. Smart Technology Acceleration - The shift towards smart technology in vehicles is expected to accelerate, with intelligent driving capabilities becoming a key competitive factor for automakers [5][41]. - Leading companies like Tesla and Huawei are establishing advantages in training data, facilities, and intelligent driving ecosystems, presenting investment opportunities [5][41]. Performance of Passenger Vehicle Sector - The passenger vehicle sector achieved revenues of CNY 20,634.82 billion in 2024, a year-on-year increase of 9.79%, while net profit attributable to shareholders was CNY 598.32 billion, up 1.37% [6][55]. - In Q1 2025, the sector's revenue reached CNY 4,348.59 billion, reflecting a growth of 7.39%, with net profit increasing by 16.35% to CNY 140.92 billion [6][56]. - The performance disparity among companies is evident, with leading firms like BYD showing strong growth while others like SAIC and GAC faced declines [6][56]. Automotive Parts Sector - The automotive parts sector is witnessing a steady recovery in profitability, with revenues of CNY 9,661.16 billion in 2024, a year-on-year increase of 6.14% [7][55]. - The net profit attributable to shareholders for this sector was CNY 474.1 billion, up 10.29% [7][55]. - Companies are improving operational efficiency and cost control, which is crucial for long-term stability and excess returns [7][10]. Investment Strategy - The report emphasizes focusing on the smart technology segment within the automotive sector, particularly companies that are collaborating with Huawei and other leading firms [8][9]. - In the automotive parts sector, attention is directed towards companies with strong governance and favorable industry dynamics, such as Chuanhuan Technology and Su Lian Co [10]. Key Companies and Forecasts - The report highlights specific companies with promising forecasts, including Zhongyuan Neipei, New Coordinates, and Kewah Holdings, all of which are recommended for investment based on their projected earnings and market positions [11]. - The automotive industry is expected to maintain stable growth, with a focus on NEVs and smart technologies driving future performance [4][26]. Market Trends - The automotive index has shown significant growth, with the passenger vehicle index rising by 4.96% and the automotive parts index increasing by 14.32% year-to-date [7][8]. - The report notes that the market is favoring small and mid-cap stocks, which have outperformed larger indices [7][8]. Conclusion - The automotive industry is positioned for growth, driven by policy support, technological advancements, and a shift towards smart and electric vehicles, presenting various investment opportunities across different segments [4][5][6].

证券代码：603040 证券简称：新坐标 公告编号：2025-031 杭州新坐标科技股份有限公司 一、回购股份的基本情况 公司于 2025 年 4 月 9 日召开第五届董事会第十一次会议，审议通过了《关 于以集中竞价交易方式回购股份方案的议案》，同意公司使用自有资金通过集中 竞价方式回购公司股份，用于实施员工持股计划或股权激励，回购总金额不低于 人民币 2,500 万元（含）且不超过人民币 5,000 万元（含），回购价格不超过人 民币 46.00 元/股。具体内容详见公司在上海证券交易所网站（www.sse.com.cn） 上披露的《新坐标关于以集中竞价交易方式回购股份方案的公告暨回购报告书》 （公告编号：2025-006）。 二、回购股份价格上限的调整原因 公司于 2025 年 5 月 20 日召开 2024 年年度股东大会，审议通过了《关于 2024 年度利润分配预案及 2025 年中期现金分红规划的议案》，以实施权益分派股权 登记日登记的总股数 136,517,896 股，扣除不参与本次利润分配的公司回购专用 证券账户中的股份 579,060 股和待回购注销的限制性股票 31,000 股，本次实际参 ...

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 证券代码：603040 证券简称：新坐标 公告编号：2025-029 杭州新坐标科技股份有限公司 关于以集中竞价交易方式回购股份的进展公告 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： | 回购方案首次披露日 | 2025/4/10，由公司实际控制人、董事长兼总经理 | | --- | --- | | | 徐纳提议 | | 回购方案实施期限 | 待董事会审议通过后 个月 12 | | 预计回购金额 | 2,500万元~5,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 370,800股 | | 累计已回购股数占总股本比例 | 0.2716% | | 累计已回购金额 | 9,088,463.00元 | | 实际回购价格区间 | 23.89元/股~24.80元/股 | 一、回购股份的基本情况 公司于 ...