New Stock Issuance - The new stock issued by Hanguo Group is priced at 15.43 RMB per share[1] - The subscription period for the tender offer of ST Kelly is from July 17, 2025, to August 15, 2025[1] Abnormal Fluctuations - Several stocks, including ST Zitian and Guangshengtang, have reported severe abnormal fluctuations[2] - The announcement links for stocks experiencing abnormal fluctuations are provided for investor reference[2] Market Updates - A total of 30 stocks have been listed for trading updates, with various announcements made between July 15 and July 21, 2025[1] - The report includes links to detailed announcements for each stock, ensuring transparency and accessibility for investors[1]

证券代码：603115 证券简称：海星股份 公告编号：2025-026 股票交易风险提示公告 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： 南通海星电子股份有限公司 三、媒体报道、市场传闻、热点概念情况 经公司核查，未发现其他可能对公司股票交易价格产生较大影响的媒体报道、 南通海星电子股份有限公司（以下简称"公司"）股票价格于 2025 年 7 月 16 日、7 月 17 日连续 2 个交易日内日收盘价格涨幅偏离值累计达到 20%，公司于 2025 年 7 月 18 日披露《股票交易异常波动公告》。2025 年 7 月 18 日，公司当日股票再次以涨停价收盘。 鉴于近日公司股票剔除大盘和板块整体影响后的实际波动幅度较大，敬 请广大投资者注意二级市场交易风险，理性决策，审慎投资。 市场传闻及热点概念事项。 一、 二级市场交易风险 公司股票于 2025 年 7 月 16 日、7 月 17 日连续 2 个交易日内日收盘价格涨 幅偏离值累计达到 20%，2025 年 7 月 18 日，公司当日股票再次以涨停价收盘。 ...

证券代码：603115 证券简称：海星股份 公告编号：2025-025 公司已向中国证券登记结算有限责任公司上海分公司提交了注销上述股票 期权的申请，经中国证券登记结算有限责任公司上海分公司审核确认，上述股票 期权注销事宜已于 2025 年 7 月 17 日办理完毕。本次股票期权注销对公司股本不 造成影响。 特此公告。 南通海星电子股份有限公司董事会 2025 年 7 月 19 日 1 南通海星电子股份有限公司 关于部分股票期权注销完成的公告 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。 南通海星电子股份有限公司（以下简称"公司"）于 2025 年 6 月 26 日召开 第五届董事会第九次会议、第四届监事会第十九次会议，审议通过了《关于调整 2024 年股票期权激励计划行权价格及注销部分股票期权的议案》，鉴于公司 2024 年股票期权激励计划所确定的激励对象中 3 名激励对象个人层面考核结果未完 全达标，根据公司《2024 年股票期权激励计划（草案）》的规定，公司同意注 销上述已授予但尚未行权的股票期权合计 0.96 万份。 ...

Core Viewpoint - The metal industry experienced a significant increase, with a rise of 2.10% on July 18, driven by strong capital inflow, particularly in the rare earth sector [2][3]. Market Performance - The Shanghai Composite Index rose by 0.50% on July 18, with 22 out of 28 sectors showing gains, led by the metal and basic chemical industries, which increased by 2.10% and 1.36% respectively [2]. - The electronic and media sectors faced declines, with drops of 0.49% and 0.98% respectively [2]. Capital Flow - The total net outflow of capital from the two markets was 229.87 billion yuan, with 10 sectors experiencing net inflows [2]. - The metal industry had the highest net capital inflow of 37.94 billion yuan, while the non-bank financial sector saw a modest inflow of 8.97 billion yuan [2]. Individual Stock Performance in Metal Industry - Out of 137 stocks in the metal sector, 107 stocks rose, with 5 hitting the daily limit up [3]. - The top three stocks with the highest net capital inflow were: - Northern Rare Earth: 2.10 billion yuan [3] - Dongfang Zircon: 434 million yuan [3] - Shengxin Lithium Energy: 327 million yuan [3]. - The stocks with the highest net outflow included: - Mingtai Aluminum: 115 million yuan [3] - Haixing Shares: 87 million yuan [3] - Zhongkuang Resources: 84 million yuan [3]. Capital Inflow and Outflow Rankings - The top stocks by capital inflow included: - Northern Rare Earth: 9.87% increase, 210.89 million yuan inflow [4] - Dongfang Zircon: 10.02% increase, 43.38 million yuan inflow [4] - Shengxin Lithium Energy: 10.00% increase, 32.65 million yuan inflow [4]. - The top stocks by capital outflow included: - Mingtai Aluminum: 0.81% increase, 115.29 million yuan outflow [6] - Haixing Shares: 10.03% increase, 87.20 million yuan outflow [6] - Zhongkuang Resources: 4.15% increase, 84.52 million yuan outflow [6].

Market Overview - On July 18, the A-share market saw all three major indices rise, with the Shanghai Composite Index increasing by 0.5% to close at 3534 points, marking a new high for the year [1] - Over 2600 stocks in the market experienced gains, particularly in sectors such as rare earths, lithium mining, automotive dismantling, and chemicals, while gaming and dairy stocks weakened [1] Key Stocks Performance - The stock *ST Xinchao rose by 4.98% to 4.64, achieving 9 consecutive trading days of gains [2] - Shangwei New Materials surged by 20.01% to 33.47, marking its 8th consecutive gain [2] - *ST Da increased by 45.08% to 5.79, with 10 trading days of gains [2] - Liugang Co. saw a rise of 10.05% to 6.13, achieving 4 consecutive gains [2] - Huahong Technology rose by 9.98% to 14.33, with 6 trading days of gains [2] Trading Activity - The top three net buying stocks on the day were Jianshe Industrial, Maigemeite, and Xiling Information, with net purchases of 1.47 billion, 1.39 billion, and 922.71 million respectively [4] - Conversely, the top three net selling stocks were Chunfeng Power, Mankun Technology, and Liugang Co., with net sales of 1.11 billion, 1.06 billion, and 876.81 million respectively [5] Sector Highlights - The rare earth sector, particularly Huahong Technology, showed strong performance due to better-than-expected earnings, achieving a limit-up on the day [3] - The AI server power supply market is expected to grow significantly, with companies like Maigemeite expanding their overseas presence and product offerings [9][8] Institutional Activity - Institutions showed significant activity, with net buying in stocks like Lisheng Pharmaceutical and Huaxin Environmental Protection, amounting to 630.12 million and 547.19 million respectively [6] - Conversely, institutions net sold stocks such as Chunfeng Power and Liugang Co., with net sales of 1.96 billion and 697.07 million respectively [7] Conclusion - The overall market sentiment remains positive, with strong performances in specific sectors and stocks, indicating potential investment opportunities in the A-share market [1][3][4]

Core Viewpoint - The A-share market showed strong performance on July 18, with the ChiNext Index reaching an 8-month high, driven by significant gains in rare earth permanent magnet stocks and other sectors [2][4][3]. Group 1: Market Performance - The A-share market indices rose, with the ChiNext Index breaking its February high, reaching 2296.91 points, marking the highest level in 8 months [4]. - The overall market saw strong gains in sectors such as non-ferrous metals, steel, coal, and basic chemicals, while public utilities, media, and light manufacturing sectors experienced declines [4]. Group 2: Rare Earth Sector - The rare earth permanent magnet concept surged, with stocks like Jiu Wu High-Tech and Northern Rare Earth hitting the daily limit, reflecting strong investor interest [4][7]. - A new rare earth mineral named "Ned Yellow River" was discovered, which has been approved by the International Mineralogical Association, potentially boosting the sector's profile [7]. - Several rare earth companies reported significant profit increases, with Huahong Technology expecting a net profit growth of 3047% to 3722% year-on-year for the first half of the year, and Northern Rare Earth projecting a growth of 1883% to 2015% [7]. Group 3: Individual Stock Highlights - The stock of Shangwei New Materials hit the daily limit for the eighth consecutive trading day, with a cumulative increase of 330.21% since July [9][11]. - The company announced a significant share transfer agreement that could change its controlling shareholder, pending approval from the shareholders' meeting and regulatory bodies [11][12]. - Haixing Co. also saw its stock hit the limit for the third consecutive trading day, indicating strong market interest [14].

Market Overview - The Shanghai Composite Index increased by 0.34% with a trading volume of 739.68 million shares and a transaction value of 1029.299 billion yuan, representing a 13.06% increase compared to the previous trading day [1]. Industry Performance - The top-performing industries included: - Non-ferrous metals: increased by 1.95% with a transaction value of 694.11 billion yuan, up 140.82% from the previous day, led by Haixing Co., which rose by 10.03% [1]. - Steel: increased by 1.22% with a transaction value of 95.99 billion yuan, up 55.16%, with Baogang Co. leading at 7.46% [1]. - Coal: increased by 1.10% with a transaction value of 59.30 billion yuan, up 106.68%, led by Yunnan Coal Energy, which rose by 10.05% [1]. - The industries with the largest declines included: - Beauty and personal care: decreased by 0.64% with a transaction value of 33.30 billion yuan, up 33.79%, led by ST Meigu, which fell by 2.51% [2]. - Automotive: decreased by 0.40% with a transaction value of 534.76 billion yuan, down 11.82%, led by Shanghai Wumao, which fell by 6.40% [2]. - Public utilities: decreased by 0.38% with a transaction value of 182.71 billion yuan, down 7.78%, led by New Zhonggang, which fell by 6.02% [2]. Summary of Key Industries - Basic chemicals: increased by 0.98% with a transaction value of 561.78 billion yuan, up 48.89%, led by Fumiao Technology, which rose by 20.02% [1]. - Defense and military: increased by 0.93% with a transaction value of 421.97 billion yuan, up 52.43%, led by Tianqin Equipment, which rose by 12.53% [1]. - Computer: increased by 0.70% with a transaction value of 1224.38 billion yuan, up 16.05%, led by Xiling Information, which rose by 15.60% [1].

Group 1 - The stock of Haixing Co., Ltd. has hit the daily limit up for three consecutive trading days, with a current price of 19.64 yuan and a turnover rate of 6.50% [2] - During the consecutive limit-up period, the stock has increased by 33.15%, with a cumulative turnover rate of 14.08% [2] - The latest total market capitalization of A-shares reached 4.698 billion yuan [2] Group 2 - The company reported a total revenue of 506 million yuan for the first quarter, representing a year-on-year growth of 25.53% [2] - The net profit for the same period was 23 million yuan, showing a year-on-year increase of 48.52% [2] - The stock appeared on the Dragon and Tiger list due to a cumulative deviation of 20% in the stock price over three trading days and a daily deviation of 7% [2]

Group 1 - The company's stock experienced an abnormal fluctuation, with a cumulative closing price increase of 20% over two consecutive trading days on July 16 and July 17, 2025 [1][2] - The company confirmed that its production and operational activities are normal, with no significant changes in daily operations [1][2] - There are no undisclosed major events or information that could impact the company's stock price, including significant asset restructuring, share issuance, or major business collaborations [1][2] Group 2 - The company has verified that there are no other significant events that could affect its stock price during the abnormal trading period [2] - The board of directors has confirmed that there are no undisclosed matters that should be reported according to the Shanghai Stock Exchange regulations [2]

证券代码：603115 证券简称：海星股份 公告编号：2025-024 南通海星电子股份有限公司 重要内容提示： 一、 股票交易异常波动的具体情况 公司股票于 2025 年 7 月 16 日、7 月 17 日连续 2 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 票异常波动情形。 二、 公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司目前生产经营活动正常，日常经营情况未发生重大变化。 （二）重大事项情况 经公司自查，并向公司控股股东及实际控制人发函问询，截至本公告披露日， 公司不存在应披露而未披露的重大信息，包括但不限于筹划涉及公司的重大资产 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。 南通海星电子股份有限公司（以下简称"公司"）股票价格于 2025 年 7 月 16 日、7 月 17 日连续 2 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，属于股票异常波 动情形。 经公司自查，并发函问询公司控股股东及实际控制人核实，截至本公 ...