Core Viewpoint - The company Saiwu Technology (603212) is expected to report a significant net loss for the first half of 2025, primarily due to adverse market conditions in the photovoltaic industry [1] Financial Performance - The projected net profit attributable to the parent company for the first half of 2025 is estimated to be between -82 million yuan and -70 million yuan [1] - The expected net profit after deducting non-recurring gains and losses is forecasted to be between -85 million yuan and -75 million yuan [1] Industry Context - The company's poor performance is attributed to overcapacity in the photovoltaic industry and intensified competition leading to product price declines [1] - There has been a decrease in sales volume of photovoltaic backsheet products and a drop in the price of photovoltaic film products compared to the same period last year, resulting in reduced revenue and profit margins [1]

Core Viewpoint - The Tesla concept sector experienced a slight decline of 0.15% with a significant capital outflow of approximately 2.92 billion [1] Group 1: Stock Performance - A total of 84 stocks within the sector saw an increase, while 113 stocks experienced a decline [1] - The top-performing stocks included: - Gongzhi Tui (11.54%) - Kelu Electronics (10.02%) - Haosen Intelligent (7.49%) - Zhongke Sanhuan (5.22%) - Hezhuan Intelligent (5.02%) - Jinli Yongci (4.48%) - China Automotive Research (4.1%) - Jinjing Technology (3.23%) - Southern Precision (3.09%) - Nanbo A (2.49%) - *ST Weier (2.38%) - Nord Shares (2.03%) - Spring and Autumn Electronics (2.02%) - Baolong Technology (1.92%) - Hengdian East Magnet (1.74%) - Galaxy Magnet (1.71%) - Paislin (1.63%) - Shida Shenghua (1.61%) - Bowei Alloy (1.4%) - Delian Group (1.38%) [1] Group 2: Declining Stocks - The stocks with the largest declines included: - Rongtai Co. (-7.53%) - Yamaton (-5.0%) - Shenghong Technology (-4.96%) - Quanfeng Automotive (-4.64%) - Shuanglin Co. (-3.99%) - Xingyuan Zhuomei (-3.36%) - Jintuo Co. (-3.08%) - Keda Li (-3.01%) - Hailian Jinhui (-2.98%) - Huafeng Superfiber (-2.86%) - Chaojie Co. (-2.74%) - Jifeng Co. (-2.66%) - Ningbo Huaxiang (-2.64%) - Changsheng Bearing (-2.54%) - Saiwu Technology (-2.34%) - Fabon Information (-2.25%) - Chaoda Equipment (-2.07%) - Lingyun Co. (-2.06%) - Sikan Technology (-1.94%) - Changhua Group (-1.86%) [1]

New Stock Issuance - Huadian New Energy (证券代码: 730930) issued shares at a price of 3.18 on July 7, 2025[1] - Jichuan Pharmaceutical (证券代码: 600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (证券代码: 603389) has a tender offer period from June 10 to July 9, 2025[1] Trading Alerts - The last trading day for TSM Jinguang (证券代码: 600190) is in 9 trading days[1] - The last trading day for TSM Jinyou (证券代码: 600462) is in 5 trading days[1] - The last trading day for TSM Gongzhi (证券代码: 000584) is in 3 trading days[1] Abnormal Fluctuations - Northern Long (证券代码: 301357) is experiencing severe abnormal fluctuations[1] - ST Dongjing (证券代码: 002199) reported abnormal fluctuations[3] - ST Yunchuang (证券代码: 835305) reported abnormal fluctuations on July 4, 2025[3]

New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]

证券代码：603212 证券简称：赛伍技术 公告编号：2025-028 苏州赛伍应用技术股份有限公司 关于公司股票交易异常波动的公告 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个别及连带责任。 重要内容提示： 苏州赛伍应用技术股份有限公司（以下简称"公司"）股票于 2025 年 6 月 30 日、7 月 1 日、7 月 2 日连续三个交易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。 一、股票交易异常波动情况介绍 公司股票于 2025 年 6 月 30 日、7 月 1 日、7 月 2 日连续三个交易日收盘价格涨幅 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。 二、公司关注并核实的相关情况 针对公司股票异常波动情形，公司对有关事项进行了核查，现将情况说明如下： （一）生产经营情况 经公司自查，目前生产经营情况正常，内、外部经营环境未发生重大变化，不存在 影响公司股票交易价格异常波动的应披露而未披露的重大信息。 （二）重大事项 ...

Market Overview - The market experienced a volume contraction with the ChiNext index dropping over 1% while the marine economy sector surged, with nearly 20 stocks hitting the daily limit up [1] - The photovoltaic sector rebounded collectively, with multiple stocks including Tongwei Co., Ltd. and Oujing Technology reaching the limit up [1] - The steel sector saw an afternoon rally, with stocks like Liugang Co., Ltd. and Chongqing Steel hitting the limit up [1] - In contrast, the military industry stocks collectively adjusted, with some like Beifang Changlong dropping over 10% [1] - Overall, more than 3,200 stocks in the Shanghai and Shenzhen markets were in the red, with a total transaction volume of 1.41 trillion yuan [1] Key Highlights Marine Economy - The marine economy sector saw significant gains, with stocks like Jixin Technology and Dongfang Ocean hitting the limit up [4] - A meeting chaired by Xi Jinping emphasized the need for high-quality development in the marine economy, advocating for increased policy support and encouraging social capital participation [4] - The meeting highlighted the importance of enhancing marine technology innovation and developing leading enterprises in marine technology [4] - The deep sea is recognized as a resource-rich area, with potential for clean energy and biopharmaceutical development, as well as significant carbon sink capabilities [5][6] Photovoltaic Sector - The photovoltaic sector also experienced a notable rise, with stocks like Changcheng Electric and Oujing Technology reaching the limit up [7] - A recent meeting stressed the need for a unified national market and the orderly exit of outdated production capacity in the photovoltaic industry [7] - Reports indicated that leading photovoltaic glass companies plan to increase their production cuts to 30%, reducing the supply to approximately 45 GW in July [7][9] Steel Sector - The steel sector showed positive movement, with stocks like Liugang Co., Ltd. and Chongqing Steel hitting the limit up [10] - Reports suggest that environmental restrictions in Tangshan will lead to production cuts, potentially reducing the capacity utilization rate from 83% to 70% [10] - Despite current challenges, the steel industry is expected to maintain stability due to supportive policies and steady demand from real estate and infrastructure investments [11] Other Sectors - Other sectors such as consumer goods and pharmaceuticals showed localized performance, while military and financial sectors faced declines [12]

Core Viewpoint - Saiwu Technology (603212) experienced a significant increase in stock price, reaching the daily limit with a turnover rate of 6.43% and a transaction volume of 346 million yuan, indicating strong market interest and trading activity [2]. Trading Activity - The stock was listed on the Shanghai Stock Exchange due to a price deviation of 9.45%, with a net buying amount of 44.204 million yuan from brokerage seats [2]. - The top five brokerage seats accounted for a total transaction volume of 130 million yuan, with a buying amount of 87.104 million yuan and a selling amount of 42.900 million yuan, resulting in a net buying of 44.204 million yuan [2]. - The largest buying brokerage was CITIC Securities, with a purchase amount of 26.505 million yuan, while the largest selling brokerage was Guolian Minsheng Securities, with a selling amount of 20.678 million yuan [2][3]. Capital Flow - The stock saw a net inflow of 162 million yuan from major funds, with a significant inflow of 159 million yuan from large orders and 2.885 million yuan from smaller orders. Over the past five days, the net inflow of major funds totaled 129 million yuan [2]. Margin Trading Data - As of June 27, the margin trading balance for the stock was 203 million yuan, with a financing balance of 202 million yuan and a securities lending balance of 294,000 yuan. The financing balance increased by 40.316 million yuan over the past five days, representing a growth of 24.86% [3]. - The securities lending balance saw a slight increase of 1,860 yuan, with a growth rate of 6.77% [3]. Financial Performance - In the first quarter, the company reported a revenue of 643 million yuan, reflecting a year-on-year decline of 27.35%, and a net loss of 33.155 million yuan [3].

Group 1 - The BC battery concept increased by 2.99%, ranking 9th among concept sectors, with 41 stocks rising, including Saiwu Technology hitting the daily limit, and Guangxin Materials, Inno Laser, and Tongwei Co. showing significant gains of 15.35%, 7.89%, and 7.03% respectively [1][2] - The BC battery sector attracted a net inflow of 1.057 billion yuan, with 26 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflow, led by Longi Green Energy with 210 million yuan [2][3] - The top stocks by net inflow ratio in the BC battery sector included Saiwu Technology at 46.66%, followed by Xiexin Integration at 16.49%, and Guangxin Materials at 13.76% [3] Group 2 - The leading stocks in the BC battery concept based on net inflow included Longi Green Energy, Tongwei Co., Xiexin Integration, Saiwu Technology, and Guangxin Materials, with respective net inflows of 210 million yuan, 209 million yuan, 168 million yuan, 162 million yuan, and 151 million yuan [2][3] - The overall market performance showed a mixed trend, with various sectors experiencing different levels of gains and losses, indicating a diverse investment landscape [2][5] - Stocks such as Lushan New Materials and Haimeixing experienced declines of 1.52% and 0.24% respectively, highlighting the volatility within the sector [1][5]

Group 1 - The core viewpoint of the article highlights the recent performance and financial metrics of Saiwu Technology (603212), indicating a significant drop in revenue and net profit for the first quarter of 2025 [1] - As of June 30, 2025, Saiwu Technology's stock closed at 12.49 yuan, reflecting a 10.04% increase with a trading volume of 281,300 hands and a transaction amount of 346 million yuan [1] - The company experienced a net inflow of 160 million yuan from main funds, accounting for 46.08% of the transaction amount, with large orders showing a net inflow of 162 million yuan [1] Group 2 - For the first quarter of 2025, Saiwu Technology reported total operating revenue of 643 million yuan, a year-on-year decrease of 27.35%, and a net profit attributable to shareholders of 33.155 million yuan, down 216.13% year-on-year [1] - The company's liquidity ratios are reported as a current ratio of 1.998 and a quick ratio of 1.651, with a debt-to-asset ratio of 38.17% [1] - Saiwu Technology, established in 2008 and located in Suzhou, has a registered capital of 437.49 million yuan and a paid-in capital of 115.97 million yuan [1] Group 3 - Saiwu Technology has made investments in 15 companies and participated in 39 bidding projects, showcasing its active engagement in the market [2] - The company holds 63 trademark registrations and 495 patent registrations, indicating a strong focus on intellectual property [2] - Additionally, Saiwu Technology possesses 28 administrative licenses, further demonstrating its operational capabilities [2]

Group 1 - The photovoltaic concept stocks continue to rise, with BC battery direction leading the gains [1] - GCL-Poly Energy (002506) has reached a daily limit increase, while Saiwu Technology (603212) previously hit a daily limit [1] - Tongwei Co., Ltd. (600438) has increased by over 6%, with Haiyou New Materials and Aiko Solar (600732) also experiencing gains [1] Group 2 - Dark pool funds are flowing into these stocks, indicating increased investor interest [1]