Macro Trends - The central government plans to support 20 cities in implementing urban renewal actions, including major cities like Beijing, Guangzhou, and Tianjin [1] - The State-owned Assets Supervision and Administration Commission (SASAC) is conducting intensive research on eight central enterprises, signaling the direction for future state-owned enterprise reforms [2] Market Adjustments - FTSE Russell announced adjustments to several indices, including the FTSE China 50 Index and FTSE China A50 Index, effective June 20, 2025 [3] - The Shanghai Stock Exchange has initiated a pilot program for the re-issuance of corporate bonds and asset-backed securities, aiming to enhance market liquidity and promote high-quality development in the bond market [3] Energy Sector Developments - The National Energy Administration is promoting breakthroughs in the construction of new power systems, focusing on various innovative technologies and models [4] Financial Innovations - The Hong Kong Securities and Futures Commission is considering introducing virtual asset derivatives trading for professional investors, aiming to enhance product offerings while ensuring orderly and transparent trading [5] Company News - Wantai Biological Pharmacy's nine-valent HPV vaccine has been approved for market launch, targeting women aged 9 to 45, which will enhance the company's product line and competitiveness [8] - Hainan Huatie is planning to issue shares overseas and list on the Singapore Exchange to advance its international strategy [9] - Maiwei Co. intends to invest 100 million yuan in a fund focused on growth-stage companies in the new energy and semiconductor sectors [10] - Suqian Agricultural Development plans to acquire a 28.75% stake in Jinyang Sun Grain and Oil for 178 million yuan [11] - CITIC Securities has received approval to issue up to 8 billion yuan in technology innovation corporate bonds to professional investors [12] - Zhongke Electric plans to invest up to 8 billion yuan in a lithium-ion battery anode material integrated base project in Oman [13] - Feiya Technology intends to acquire all or part of the equity of Chang Kong Gear [14] - Lehui International's fresh beer business is currently small and in a loss phase, with projected losses of 60.65 million yuan and 75.28 million yuan for 2023 and 2024, respectively [15] - Harta Technology is validating RFID chips for railway applications [17] - Xidi Micro has established partnerships with several well-known brands in the AI glasses sector [16] - Yutong Heavy Industry reports limited orders for its L4 autonomous sanitation vehicles, contributing minimally to its performance [17] - Huamao Technology plans to acquire a 57.84% stake in Fuchuang Youyue, with stock resuming trading [18] - Kingsoft Office intends to acquire the remaining 31.9769% stake in its subsidiary, Shuke Network Technology, for 254 million yuan [19] - Li New Energy plans to invest approximately 1.25 billion yuan in three independent energy storage projects [20]

Mergers and Acquisitions - Huamao Technology plans to acquire 57.84% stake in Fuchuang Youyue through direct and indirect means, and will issue shares to raise matching funds from its controlling shareholder Dongyang Huasheng [1] - Milkway intends to acquire 30% stake in Tianjin Wuze for 142 million yuan to enhance logistics services for hazardous cargo in Tianjin and surrounding areas [2] - Suqian Agricultural Development plans to invest 178 million yuan to acquire 28.75% of Jintaiyang Grain and Oil, resulting in an 80% ownership post-transaction [3] Share Buybacks and Reductions - Yong'an Futures plans to repurchase shares worth between 50 million to 100 million yuan, with a maximum repurchase price of 18.63 yuan per share, aimed at reducing registered capital [4] - Lian Ce Technology's vice chairman Yu Xuanxuan intends to reduce holdings by up to 54,000 shares, representing 0.84% of total shares, while another shareholder plans to reduce by 10,000 shares, or 0.16% [5] - Bixing Wulian's shareholder Ningbo Fengtu Huizheng plans to reduce holdings by up to 235,560 shares, which is 3% of the total share capital [6] Risk Matters - *ST Sailong warns of potential market overheating risk due to significant recent stock price increases, which deviate from reasonable valuations and fundamentals [7] - Lehui International reports that its draft beer business is relatively small and currently operating at a loss, cautioning investors about associated risks [8] - Wangzi New Materials clarifies that its controllable nuclear fusion business contributes minimally to overall revenue, emphasizing limited short-term impact on performance [9][10]

Group 1 - The Ministry of Industry and Information Technology is promoting the development of the artificial intelligence industry and empowering new industrialization, focusing on the layout of general large models and industry-specific large models, emphasizing hardware and software adaptation, and accelerating the establishment of high-quality industry data sets to enhance the intelligence level of key product equipment [1] - The Hong Kong Securities and Futures Commission is considering introducing virtual asset derivatives trading for professional investors, encouraging local and international companies to explore innovations and applications of virtual asset technology [1] - The National Energy Administration is organizing the first batch of pilot work for the construction of a new power system, coordinating regional stock and incremental data center green electricity demand and new energy resource conditions, and collaboratively planning the layout of computing power and electricity projects [1] Group 2 - The Ministry of Finance and the Ministry of Housing and Urban-Rural Development are conducting the 2025 annual evaluation for central financial support for urban renewal actions, planning to support 20 cities including Beijing and Tianjin in implementing urban renewal actions [1] - Kingsoft Office continues to appoint Lei Jun as the honorary chairman of the company [1] - Sinovac Biotech's controlling shareholder, Koyi Medicine, plans to reduce its holdings by no more than 3% of the company's shares [1] - Zhongheng Design has reported that the revenue from its "low-altitude economy" and "commercial aerospace" related project designs is relatively small [1] - Lehui International has indicated that its fresh beer business accounts for a small proportion and is still in a loss stage [1] - A portion of the company's directors and supervisors at Aoheng Co., Ltd. reduced their holdings by 153,000 shares during the period of abnormal stock trading according to the reduction plan [1] - Wantai Biological's application for marketing authorization of its nine-valent HPV vaccine has been approved [1]

Group 1: Stock Performance and Trading Activities - Lehui International's stock has experienced a significant increase, with a cumulative price deviation of 20% over three trading days, although its fresh beer business is still in a loss phase [1] - Hexing Co., Ltd. reported that some executives reduced their holdings by 153,000 shares during the stock's abnormal trading period, while clarifying that the company is not involved in "unmanned logistics vehicles" or "autonomous driving" [2] - Nanhua Futures' stock also saw a 20% price deviation over three trading days, with uncertainty surrounding its H-share issuance and listing on the Hong Kong Stock Exchange [4] Group 2: Share Buybacks and Major Transactions - Guizhou Moutai has repurchased 3.31 million shares, accounting for 0.2635% of its total share capital, with a total expenditure of approximately 5.1 billion yuan [3] - Bangji Technology announced a stock suspension due to planning a major transaction involving the acquisition of 100% of Shandong Beixi Agricultural and Animal Husbandry Co., Ltd. and 80% of Paistong Livestock Technology Consulting [5] - Honghe Technology's stock is suspended as it plans a potential change in control through a share transfer, with the counterparty primarily engaged in investment and asset management [6] Group 3: New Projects and Market Developments - China Electric Power Construction Corporation's subsidiary won a 6.282 billion yuan contract for a large-scale energy storage project in Inner Mongolia [8][11] - Huamao Technology plans to acquire the remaining 57.84% stake in Fuchuang Youyue, which will become a wholly-owned subsidiary, enhancing its position in the global computing manufacturing industry [9] - Hainan Huatie is planning to issue shares and list on the Singapore Exchange, with discussions ongoing regarding the specifics of the S-share listing [10] Group 4: Business Segment Insights - Wangzi New Materials clarified that its subsidiary's involvement in controllable nuclear fusion is minimal, with revenue from this segment being a small part of its overall business [7]

证券代码：603076 证券简称：乐惠国际 公告编号：2025-033 宁波乐惠国际工程装备股份有限公司 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个别及连带责任。 重要内容提示： 公司股票连续3个交易日内日收盘价格涨幅偏离值累计达到20%，根据《上海证 券交易所交易规则》的有关规定，属于股票交易异常波动的情形。 二、公司关注并核实的相关情况 根据上海证券交易所的相关规定，公司对相关问题进行了必要核实，现说明如 下： （一）生产经营情况 经公司自查，公司目前生产经营情况正常，日常经营情况未发生重大调整或变 化，不存在影响公司股票异常波动的重大事项。 ? 宁波乐惠国际工程装备股份有限公司（以下简称"公司"）股票连续3个交易 日内日收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的有 关规定，属于股票交易异常波动的情形。 ? 经营业绩下滑风险提示：公司2024年度营业收入149,037.70万元，同比下降 ? 鲜啤业务经营风险：公司鲜啤业务占比较小，尚处于亏损阶段。公司2023 年、2024年鲜啤业 ...

证券代码：603076 证券简称：乐惠国际 公告编号：2025-033 宁波乐惠国际工程装备股份有限公司 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个别及连带责任。 重要内容提示： 宁波乐惠国际工程装备股份有限公司（以下简称"公司"）股票连续3个交易 日内日收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的有 关规定，属于股票交易异常波动的情形。 经营业绩下滑风险提示：公司2024年度营业收入149,037.70万元，同比下降 9.77%；归属于上市公司股东的扣除非经常性损益的净利润114.79万元，同比下降 95.51%。公司提醒广大投资者注意公司经营业绩下滑的风险。 鲜啤业务经营风险：公司鲜啤业务占比较小，尚处于亏损阶段。公司2023 年、2024年鲜啤业务分别亏损6,065.06万元、7,527.88万元。公司提醒广大投资者 注意公司鲜啤业务的经营风险。 经公司自查及向控股股东、实际控制人发函询证核实，截至本公告披露日， 公司及公司控股股东、实际控制人不存在应披露而未披露的重大信息。 公司 ...

关于宁波乐惠国际工程装备股份有限公司 股票交易异常波动问询函的回复 宁波乐惠国际工程装备股份有限公司: 本公司已收到你公司发来的《关于宁波乐惠国际工程装备股份有限公司股票 交易异常波动问询函》,经自查核实,现就相关事项回复如下: 一、本公司作为宁波乐惠国际工程装备股份有限公司(以下简称"公司")的 控股股东,截止目前,不存在影响公司股票交易异常波动的重大事项,不存在其 他应披露而未披露的重大信息,包括但不限于重大资产重组、发行股份、上市公 司收购、债务重组、业务重组、资产剥离和资产注入等重大事项。 二、本次股票交易异常波动期间，本公司不存在买卖贵公司股票的情形。 特此回复。 (以下无正文) (本页无正文,为《关于宁波乐惠国际工程装备股份有限公司股票交易异常波动 问询函的回复》之签署页) 宁波乐惠投资控股有 公司(盖 法定代表人(签字)· 秒云来 2025 年 6 月 4 日 关于宁波乐惠国际工程装备股份有限公司 股票交易异常波动问询函的回复 宁波乐惠国际工程装备股份有限公司: 本人已收到你公司发来的《关于宁波乐惠国际工程装备股份有限公司股票交 易异常波动问询函》,经自查核实,现就相关事项回复如下: 一、本人作 ...

乐惠国际（603076）发布股票交易异常波动公告，公司鲜啤业务占比较小，尚处于亏损阶段。公司2023 年、2024年鲜啤业务分别亏损6,065.06万元、7,527.88万元。公司提醒广大投资者注意公司鲜啤业务的经 营风险。 ...

Market Overview - On June 4, the market continued to recover, with 3,900 stocks rising and 1,200 stocks falling, including 86 stocks hitting the daily limit up and 2 stocks hitting the limit down [1] - Market hotspots focused on solid-state batteries, IP economy, and beer sectors [1] High-Performance Stocks - Craft beer company Lehui International achieved 5 consecutive limit ups in 7 days, driven by growth in its Q1 report [3][4] - Financial service company Yuyin Co. recorded 5 consecutive limit ups, previously involved in digital currency [3][4] - Autonomous driving concept stocks such as Hexing Co. and Qiaoyin Co. also showed strong performance with multiple limit ups [3][4] Trading Data - The top three net purchases on the Dragon and Tiger list were Jili Rigging (147 million), Keheng Co. (85.86 million), and Huijin Co. (83.08 million) [5] - The top three net sales were Xue Ren Co. (114 million), Huijin Tong (78.64 million), and Hezhuan Intelligent (71.66 million) [5] Stock Performance - Notable stocks included: - Guoshen Youse: +10.00%, price at 52.03, turnover rate 7.29%, total transaction amount 2.56 billion [6] - Jili Rigging: +10.02%, price at 6.37, turnover rate 15.45%, total transaction amount 899 million [6] - Keheng Co.: +20.02%, price at 11.75, turnover rate 15.50%, total transaction amount 373 million [6] Institutional Activity - Institutional net purchases included Huasheng Pharmaceutical (40.36 million), Huijin Co. (38.27 million), and Hengbao Co. (37.82 million) [8] - Institutional net sales were led by Baile Electric (96.78 million), Lepu Medical (68.21 million), and Tianyuan Pet (55.06 million) [9] Sector Highlights - Solid-state battery and rare earth sectors saw significant interest, with Keheng Co. achieving a 20% limit up and a turnover rate of 15.5% [14] - The deep-sea mooring system sector is developing core products with international leading technical indicators, applicable in deep-sea oil and gas platforms [13]

Core Insights - The beer sector experienced a significant increase of 3.85%, leading the concept sectors in terms of growth, with 24 stocks rising, including notable gainers such as Jiamei Packaging, Yongshuntai, and Lehui International, which hit the daily limit up [1][2] Sector Performance - The beer concept was the top-performing sector today, with a rise of 3.85%, while other sectors like military restructuring and glyphosate saw declines of -0.34% and -0.26% respectively [2] - Major gainers in the beer sector included: - Pinwo Food: +12.84% - Huichuan Beer: +7.03% - China Haicheng: +5.50% [1] Capital Flow - The beer sector attracted a net inflow of 488 million yuan from main funds, with 17 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflow [2][3] - The top stocks by net inflow included: - Emei Mountain A: 209 million yuan - Yongshuntai: 109 million yuan - Jiamei Packaging: 54 million yuan [2] Stock Performance - Key stocks in the beer sector with notable performance included: - Emei Mountain A: +10.00% with a net inflow ratio of 30.30% - Yongshuntai: +10.01% with a net inflow ratio of 18.06% - Jiamei Packaging: +10.12% with a net inflow ratio of 30.81% [3][4] - Other stocks with positive movement included: - Pinwo Food: +12.84% - China Haicheng: +5.50% [1][4]