Market Overview - A total of 52 stocks hit the daily limit up in the A-share market, with 44 stocks remaining after excluding 7 ST stocks and 1 delisted stock, resulting in an overall limit-up rate of 69.33% [1] Stock Performance - The highest limit-up order volume was from Huitong Group, with 1.0636 million hands, followed by Liao Group, Shuangwei New Materials, and Jinpu Titanium Industry with 825,600 hands, 466,400 hands, and 414,000 hands respectively [2] - Huitong Group won a bid for a project with a contract amount of 426 million yuan, which is expected to positively impact the company's business development and future operating performance [2] - In terms of consecutive limit-up days, Shuangwei New Materials achieved 5 consecutive limit-ups, while Huitong Group, Shanghai Wumao, and Huahong Technology had 3 consecutive limit-ups [2] Fund Flow - Ten stocks had limit-up order funds exceeding 100 million yuan, with Shuangwei New Materials, Huitong Group, and Xinyi Sheng leading at 903 million yuan, 720 million yuan, and 605 million yuan respectively [3] Sector Highlights Optical Communication - Stocks such as Xinyi Sheng and Yueling Co. saw limit-ups, with Xinyi Sheng expected to achieve a net profit of 3.7 billion to 4.2 billion yuan in the first half of the year, representing a year-on-year growth of 327.68% to 385.47% [4] - Yueling Co. holds a 10.05% stake in Zhongshi Guangxin, which focuses on optical communication applications [4] Performance Growth - Liao Group is expected to achieve a net profit of 350 million to 450 million yuan in the first half of the year, turning a profit due to gains from its investment in Li Auto [4] - Zhongdian Port anticipates a net profit of 170 million to 190 million yuan, reflecting a year-on-year increase of 55.06% to 73.3% [4][5] AI and Digital Transformation - Stocks like Dingjie Smart, Shuiyou Co., and Fanwei Network are focusing on AI applications, with Dingjie Smart investing in AI model development and Shuiyou Co. utilizing Alibaba Cloud for its AI services [6][7] Institutional Activity - Institutional net purchases were significant, with Zhongji Xuchuang receiving over 800 million yuan in net buying, followed by Xinyi Sheng and Liao Group [8]

证券代码：603176 证券简称：汇通集团 公告编号：2025-049 债券代码：113665 债券简称：汇通转债 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： 汇通建设集团股份有限公司（以下简称"公司"或"本公司"） 股票于 2025 年 7 月 11 日、7 月 14 日连续两个交易日内日收盘价格 涨幅偏离值累计超过 20%，属于股票交易异常波动情形。公司已于 2025 年 7 月 15 日披露《汇通集团股票交易异常波动公告》（公告编 号：2025-048）。 截至 2025 年 7 月 15 日，公司股票再次涨停，已连续三个交 易日涨停；鉴于公司近期股票涨幅较大，明显偏离上证指数增长幅度， 可能存在非理性炒作，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。 2025 年 4 月 29 日，公司在上海证券交易所网站披露《2025 年第一季度报告》，2025 年第一季度归属于上市公司股东的净利润 为-4,214.23 万元，归属于上市公司股东的扣除非经常性损益的净利 润为 ...

关于《汇通建设集团股份有限公司股票交易异常 波动问询函》的回函 汇通建设集团股份有限公司： 贵公司发出的《汇通建设集团股份有限公司股票交易异常波 动问询函》已收悉。作为贵公司的控股股东及实际控制人，经认 真自查核实，现将有关问题回复如下： 一、截至目前，本人及本人控制的公司不存在涉及汇通集团 应披露而未披露的重大信息。 二、截至目前,本人及本人控制的公司不存在处于筹划阶段 的涉及汇通集团的重大事项，包括但不限于重大资产重组、股份 发行、收购、债务重组、业务重组、资产剥离、资产注入、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。 三、在本次股票交易异常波动期间,本人及本人控制的公司、 本人的一致行动人不存在买卖汇通集团股票的情形。 特此回复。 (本页以下无正文) (本页无正文,为《关于〈汇通建设集团股份有限公司股票交易 异常波动问询函>的回函》之签章页） 控股股东、实际控制人:_ 张忠强 lo2 年 ７月 14日 and and the subject of the subject of the subject of the subject of the subject of the ...

证券代码：603176 证券简称：汇通集团 公告编号：2025-048 债券代码：113665 债券简称：汇通转债 二级市场交易风险：截至 2025 年 7 月 14 日收盘，公司收盘价 格为 6.15 元，根据中证指数网（www.csindex.com.cn）发布的数据， 公司所属的行业分类"E 建筑业"最新市净率为 0.65 倍，公司最新 市净率为 2.58 倍，高于同行业上市公司平均水平。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。 公司股票价格短期涨幅较大，敬请广大投资者注意二级市场交 易风险，理性投资。 一、股票交易异常波动的具体情况 汇通建设集团股份有限公司 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 担法律责任。 重要内容提示： 汇通建设集团股份有限公司（以下简称"公司"或"本公司"） 股票于 2025 年 7 月 11 日、7 月 14 日连续两个交易日内日收盘价格 涨幅偏离值累计超过 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情形。 经公司自查并向控股 ...

Group 1 - The company announced that its cumulative new borrowings in 2025 exceeded 20% of the net assets at the end of the previous year, amounting to 240.86 million yuan, which is 20.62% of the audited net assets as of the end of 2024 [1][3] - The total borrowings as of the end of 2024 were reported at 2.2533713 billion yuan [1] - The new borrowings are intended to support the company's business development needs, and the company maintains a stable operating condition with no significant adverse impact on its debt repayment capacity [3]

Group 1 - The company, Huitong Construction Group, has been approved to publicly issue convertible bonds totaling 360 million yuan with a maturity of 6 years [2] - The bonds will have an interest rate of 2.00% in the fifth year and 2.50% in the sixth year [2] - The company has committed to timely information disclosure and has been monitored by ShenGang Securities as the bond trustee [3][6] Group 2 - The company has incurred new borrowings exceeding 20% of its net assets as of the end of the previous year, indicating significant financial activity [3] - The new borrowings are primarily for project construction and daily operations, with the company maintaining a stable financial condition [4] - The estimated increase in interest expenses from the new borrowings for 2025 is approximately 975,470 yuan, which represents 7.44% of the projected profit for 2024 [4][5] Group 3 - Key financial ratios as of December 31, 2024, include a current ratio of 1.36, a quick ratio of 1.06, and a debt-to-asset ratio of 78.70% [5] - The impact of the new borrowings on the company's debt servicing capacity is minimal, with no significant changes to key solvency indicators expected [5]

股票简称：汇通集团 股票代码：603176 二〇二五年七月 债券简称：汇通转债 债券代码：113665 申港证券股份有限公司 关于汇通建设集团股份有限公司 公开发行可转换公司债券 2025 年第二次临时受托管理事务报告 债券受托管理人： （中国（上海）自由贸易试验区世纪大道 1589 号 长泰国际金融大厦 16/22/23 楼） 重要声明 申港证券股份有限公司（以下简称"申港证券"）编制本报告的内容及信 息来源于汇通建设集团股份有限公司（以下简称"汇通集团"、"公司"或 "发行人"）对外公布的公开信息披露文件及发行人向申港证券提供的资料。 申港证券依据《公司债券发行与交易管理办法》《公司债券受托管理人执 业行为准则》《可转换公司债券管理办法》《汇通建设集团股份有限公司公开 发行可转换公司债券受托管理协议》（以下简称"《受托管理协议》"）《汇 通建设集团股份有限公司公开发行可转换公司债券募集说明书》等编制本报 告。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相 关事宜做出独立判断，而不应将本报告中的任何内容据以作为申港证券所作的 承诺或声明。请投资者独立征询专业机构意见，在任何情况下，投资者 ...

证券代码：603176 证券简称：汇通集团 公告编号：2025-047 债券代码：113665 债券简称：汇通转债 汇通建设集团股份有限公司 关于当年累计新增借款超过上年末净资产20%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。 汇通建设集团股份有限公司（以下简称"公司"）根据《公司债 券发行与交易管理办法》《上海证券交易所公司债券上市规则》《上 海证券交易所上市公司自律监管指引第 12 号——可转换公司债券》 等相关规定，现就 2025 年累计新增借款情况披露如下： 四、其他说明 上述财务数据为合并报表口径计算，除 2024 年末数据已经审计 外，其余财务数据未经审计，敬请投资者注意投资风险。 特此公告。 汇通建设集团股份有限公司董事会 截至 2024 年末，公司经审计归属于上市公司股东的净资产为 116,823.62 万元，借款余额为 201,251.34 万元。截至 2025 年 6 月底， 公司借款余额为 225,337.13 万元，累计新增借款金额为 24,085.79 万 元，占 2024 年末经审计归 ...

Group 1 - The company, Huitong Construction Group, has won a bid for the "High-speed Railway Vocational Education Center New Construction Project" with a contract amount of 426 million yuan, covering a construction area of 53,000 square meters and expected completion by December 31, 2026 [1] - The project is supported by local government special bonds, indicating a high level of payment security for such vocational education infrastructure projects [1] - The successful bid is expected to enhance the company's business volume and performance, laying a solid foundation for stable development in its main business [1] Group 2 - The company holds multiple high-level qualifications, including being the second private enterprise in the country to obtain a special grade qualification for highway engineering construction, which reflects its comprehensive competitive strength [2] - The industry is currently in a "qualification + technology" dual-driven phase, where qualification levels serve as an "entry ticket" for participating in major projects, directly influencing project scale and profit margins [2] - The company emphasizes that its high-level and diverse business qualifications are fundamental to its sustained rapid growth [3] Group 3 - The company is strategically located in Baoding, Hebei Province, near Beijing and the Xiong'an New Area, benefiting from national strategies like the coordinated development of the Beijing-Tianjin-Hebei region and infrastructure investments [3] - The recent bid win strengthens the company's competitive position in the regional infrastructure market and provides a substantial order reserve to ensure short-term performance [3] - The company aims to leverage its proximity to the Xiong'an New Area and utilize self-developed intelligent construction systems to improve cost efficiency and profitability [3]

Group 1 - The company, along with Hebei Shiyuan Engineering Consulting Group, has won the bid for the "High Beidian Vocational Education Center New Construction Project General Contracting Section 1" with a bid amount of approximately 425.57 million yuan [1][2] - The project includes a total construction area of 53,291.22 square meters, which encompasses various facilities such as a gymnasium, library, administrative building, and multiple teaching buildings [1][2] - The project has a construction period of 538 calendar days and a design period of 30 calendar days, indicating a structured timeline for project completion [1][2] Group 2 - The successful bid is expected to enhance the company's business volume and performance in the construction sector, positively impacting future operational results and market expansion [2] - The joint venture structure assigns the company full responsibility for construction and related work, while Hebei Shiyuan is tasked with all design and related responsibilities [1][2]