Group 1: Stock Performance - Nord Co. has achieved a 4-day consecutive increase with a rise of 10.04% attributed to solid-state batteries [2] - Xiangtan Electric has also seen a 2-day increase of 10.03% linked to solid-state batteries [2] - Haike New Source recorded a 2-day increase of 20.00% due to solid-state battery developments [2] - Other companies like Saiwu Technology and Binhai Energy have made their debut with increases of 10.04% and 10.02% respectively, both related to solid-state batteries [2] - Zhengye Technology and Yinglian Co. have also debuted with increases of 19.97% and 9.98% respectively, driven by solid-state battery technology [2] Group 2: Semiconductor Industry - According to Huatai Securities, the revenue of China's semiconductor equipment market in Q1 2023 decreased by 19% compared to Q4 2022, with market share dropping by 3 percentage points to 42% [4] - Northern Huachuang and Zhongwei have seen their revenue share increase by 3 percentage points to 18% [4] Group 3: Renewable Energy and Water Infrastructure - The photovoltaic sector is expected to see a significant reduction in production in Q3, with operating rates projected to decrease by 10%-15% [6] - Investment in water infrastructure has shown strong growth, with year-on-year increases of 25.4% and 26.6% for hydropower and water conservancy investments respectively from January to May [8] Group 4: Shipping and Oil Prices - The rental price for super-large oil tankers has surged from $19,998 per day to $47,609 per day, indicating a doubling in leasing costs [11] - Companies like Ningbo Shipping and Xingtong Co. have debuted with increases of 10.10% and 9.97% respectively, reflecting the shipping sector's positive momentum [12] Group 5: Pharmaceutical and Clinical Trials - The National Medical Products Administration has proposed to shorten the review period for innovative drug clinical trial applications from 60 days to 30 days, which could expedite the approval process [13][17] - Companies such as Meinuohua and Shengnuo Biotech have debuted with increases of 10.01% and 15.01% respectively, linked to the CXO sector [14] Group 6: Military and Defense - The military trade market is expected to expand from military aircraft and radar-related stocks to include missiles, ammunition, and the broader military supply chain [19] - Companies like Changcheng Military Industry and Jianglong Shipbuilding have seen increases of 10.01% and 10.00% respectively, reflecting the growing interest in military stocks [20] Group 7: Digital Currency - JD.com is aiming to obtain a stablecoin license by the fourth quarter of this year, with plans to launch a stablecoin based on public blockchain technology [24] - Stocks like Chutianlong and Huaming Intelligent have seen increases of 10.00% and 13.22% respectively, driven by developments in the digital currency space [25]

中化新网讯 上周(6月3日至6日)，石油和化工指数几近全线飘红。化工板块方面，化工原料指数累计上 涨2.17%、化工机械指数累计上涨1.28%、化学制药指数累计上涨0.45%、农药化肥指数累计上涨 3.93%；石油板块方面，石油加工指数累计下跌0.34%、石油开采指数累计上涨2.37%、石油贸易指数累 计上涨0.37%。 上周，受多重利多因素提振，国际原油价格整体上行。截至6月6日，纽约商品交易所西得克萨斯轻质原 油期货(WTI)主力合约结算价格为64.58美元/桶，较5月30日上升6.23%；洲际交易所布伦特原油期货 (Brent)主力合约结算价格为66.47美元/桶，较5月30日上升4.02%。 从资本市场看，上周沪深两市涨幅前五名的上市化企分别为联化科技上涨39.13%、∗ST达志上涨 28.99%、中毅达上涨22.51%、苏利股份上涨21.56%、唯科科技上涨19.86%；跌幅前五名的上市化企分 别为恒天海龙下跌15.91%、苏州龙杰下跌12.58%、万朗磁塑下跌8.66%、宿迁联盛下跌8.31%、拉芳家 化下跌8.06%。 从现货市场看，涨幅前五名的石化产品分别为液氯上涨11.83%、美国轻质原油上 ...

国泰海通证券股份有限公司 关于宿迁联盛科技股份有限公司差异化分红事项的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 宿迁联盛科技股份有限公司（以下简称"公司"、"上市公司"或"宿迁联盛"） 的保荐机构，根据《中华人民共和国公司法》《中华人民共和国证券法》《证券发 行上市保荐业务管理办法》《上市公司股份回购规则》和《上海证券交易所上市 公司自律监管指引第 7 号——回购股份》等有关规定，对宿迁联盛 2024 年年度 利润分配所涉及的差异化分红（以下简称"本次差异化分红"）相关事项进行了 审慎核查，核查情况及核查意见如下： 一、本次差异化分红的原因 2024 年 3 月 9 日，宿迁联盛召开第二届董事会第十六次会议，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 集中竞价交易方式进行股份回购，回购股份将用于股权激励或员工持股计划，回 购股份的资金总额不低于人民币 2,500 万元（含），不超过人民币 5,000 万元（含）， 回购股份的价格不超过人民币 16.19 元/股（含），回购股份的期限自董事会审议 通过本次回购股份方案之日起 12 个月内 ...

证券代码：603065 证券简称：宿迁联盛 公告编号：2025-039 宿迁联盛科技股份有限公司 2024年年度权益分派实施公告 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： 差异化分红送转： 是 一、 通过分配方案的股东大会届次和日期 每股分配比例 本次利润分配方案经公司2025 年 5 月 19 日的2024年年度股东会审议通过。 A 股每股现金红利0.10元（含税） 二、 分配方案 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/17 | － | 2025/6/18 | 2025/6/18 | 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》，公司通过回购专用 证券账户所持有的股份 3,526,700 股不 ...

Core Points - The company announced a cash dividend of 0.10 yuan per share (including tax) for its A shares [1] - The profit distribution plan was approved at the annual shareholders' meeting on May 19, 2025 [1] - The total share capital of the company is 418,967,572 shares, with 3,526,700 shares held in a repurchase account not participating in the distribution [2][3] Dividend Distribution Details - The cash dividend distribution will be based on the total share capital minus the repurchased shares, resulting in a participating share capital of 415,440,872 shares [2] - The reference price for ex-dividend trading will be calculated as: (previous closing price - 0.09916) [2] - The key dates for the dividend distribution are as follows: - Record date: June 17, 2025 - Last trading day: June 18, 2025 - Ex-dividend date: June 18, 2025 [2] Taxation on Dividends - For individual shareholders holding shares for over one year, the dividend income is exempt from personal income tax, resulting in a net cash dividend of 0.10 yuan per share [4] - For shares held for one year or less, the company will not withhold personal income tax at the time of distribution, but tax will be calculated upon sale of the shares [4] - For limited sale condition shareholders, the dividend will be taxed at a reduced rate of 10% after a 50% reduction in taxable income [5] Additional Information - The company will not withhold corporate income tax for other institutional investors, allowing them to determine their own tax obligations [6] - The company has provided contact information for inquiries regarding the dividend distribution [6]

国泰海通证券股份有限公司 关于宿迁联盛科技股份有限公司差异化分红事项的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 宿迁联盛科技股份有限公司（以下简称"公司"、"上市公司"或"宿迁联盛"） 的保荐机构，根据《中华人民共和国公司法》《中华人民共和国证券法》《证券发 行上市保荐业务管理办法》《上市公司股份回购规则》和《上海证券交易所上市 公司自律监管指引第 7 号——回购股份》等有关规定，对宿迁联盛 2024 年年度 利润分配所涉及的差异化分红（以下简称"本次差异化分红"）相关事项进行了 审慎核查，核查情况及核查意见如下： 一、本次差异化分红的原因 2024 年 3 月 9 日，宿迁联盛召开第二届董事会第十六次会议，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 集中竞价交易方式进行股份回购，回购股份将用于股权激励或员工持股计划，回 购股份的资金总额不低于人民币 2,500 万元（含），不超过人民币 5,000 万元（含）， 回购股份的价格不超过人民币 16.19 元/股（含），回购股份的期限自董事会审议 通过本次回购股份方案之日起 12 个月内 ...

证券代码：603065 证券简称：宿迁联盛 公告编号：2025-039 宿迁联盛科技股份有限公司 每股分配比例 A 股每股现金红利0.10元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/17 | － | 2025/6/18 | 2025/6/18 | 差异化分红送转： 是 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 19 日的2024年年度股东会审议通过。 二、 分配方案 2024年年度权益分派实施公告 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： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》，公司通过回购专用 证券账户所持有的股份 3,526,700 股不 ...

| | | （文章来源：证券时报网） 6月10日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 872351 | 华光源 海 | 26.88 | 41.29 | 34.15 | 41.07 | 20.27 | | 872808 | 曙光数 创 | 24.01 | 7.33 | 54.41 | 62.75 | 15.32 | | 688656 | 浩欧博 | 20.00 | 5.68 | 105.19 | 118.78 | 12.92 | | 301108 | 洁雅股 份 | 14.83 | 17.94 | 35.31 | 38.80 | 9.89 | | 831087 | 秋乐种 业 | 11.99 | 16.15 | 19.08 | 20.64 | 8.18 | | 002300 | 太阳电 缆 | 10.00 | 5.69 | 6.31 | 6.82 | 8. ...

（文章来源：证券时报网） 技 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 872808 | 曙光数 创 | 22.27 | 5.70 | 54.24 | 61.87 | 14.08 | | 002300 | 太阳电 缆 | 10.00 | 3.89 | 6.31 | 6.82 | 8.01 | | 603065 | 宿迁联 盛 | 10.00 | 12.55 | 9.22 | 9.90 | 7.42 | | 603716 | 塞力医 疗 | 9.97 | 12.21 | 12.54 | 13.46 | 7.37 | | 603019 | 中科曙 光 | 10.00 | 0.40 | 63.58 | 68.09 | 7.10 | | 002161 | 远望谷 | 9.97 | 15.11 | 6.81 | 7.28 | 6.90 | | 600644 | 乐山电 力 | 10.01 | 1 ...

Investment Rating - The report maintains a "Recommend" rating for the new materials sector [1]. Core Insights - The new materials sector has shown resilience, outperforming the broader market and the basic chemicals sector, with a weekly change of 2.11% compared to 1.85% for the basic chemicals index [11]. - The report highlights a recovery in prices for certain materials, with SAF Europe FOB prices increasing by 6.51% and oxygen prices rising by 0.24% [20]. - The report emphasizes the importance of domestic production capabilities in response to international trade tensions, particularly in the new materials sector [10]. Industry Updates - The easing of US-China trade tensions has led to a replenishment window in trade, resulting in increased inquiries and rising prices for oil and chemical products [9]. - The report notes that the ROE-PB for the chemical industry has reached new lows, indicating a potential for recovery in the sector [9]. - The report suggests a focus on growth sectors, particularly in new materials that are critical for self-sufficiency and innovation [9][10]. Market Performance - The report provides data on the performance of various materials, indicating that lithium iron phosphate prices have decreased by 3.81%, while SAF China FOB prices fell by 2.94% [20]. - The report lists the top-performing new materials stocks, including Lingpai Technology and Suli Co., which have seen significant weekly gains [25]. Regulatory Developments - The report discusses the investigation into DuPont China by the State Administration for Market Regulation, which may benefit domestic production efforts [12]. - New safety regulations for electric vehicle batteries will be enforced starting July 1, 2026, which may drive innovation in battery materials [13]. Sector Trends - The report identifies key areas for investment within the new materials sector, including high-tech materials that are currently dominated by foreign companies and are in urgent need of domestic alternatives [17][18]. - The report highlights the potential for growth in the renewable energy materials sector, particularly in hydrogen and battery technologies [15][16].