证券代码：603262 证券简称：技源集团 公告编号：2025-007 技源集团股份有限公司 关于使用部分闲置募集资金进行现金管理的公告 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。 重要内容提示: ●现金管理产品：技源集团股份有限公司（以下简称"公司"）拟使用部分暂 时闲置募集资金购买安全性高、流动性好、低风险、稳健型的保本型理财产品（单 项产品投资期限最长不超过12个月，包括但不限于结构性存款、协定存款、通知存 款、大额存单、收益凭证等）。该现金管理产品不得用于质押，不用于以证券投资 为目的的投资行为。 ●现金管理额度及期限：公司拟使用总额不超过45,000万元（含本数）的闲置 募集资金进行现金管理，使用期限为自公司董事会审议通过之日起12个月内。在前 述额度和期限范围内，资金可循环滚动使用。 ●已履行的审议程序：公司召开第二届董事会第四次会议、第二届监事会第三 次会议，审议通过了《关于使用部分闲置募集资金进行现金管理的议案》，保荐机 构对公司本次使用部分闲置募集资金进行现金管理的事项无异议。本事项无需提交股 东大会审议 ...

证券代码：603262 证券简称：技源集团 公告编号：2025-004 技源集团股份有限公司 关于使用募集资金向全资子公司增资及提供借款 以实施募投项目的公告 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。 技源集团股份有限公司（以下简称"公司"）于2025年8月12日召开第二届董事 会第四次会议、第二届监事会第三次会议，审议通过了《关于使用募集资金向全资 子公司增资及提供借款以实施募投项目的议案》，同意公司以募集资金净额14,730.50 万元、9,913.75万元一次或分次向全资子公司技源健康科技（江苏）有限公司（以下 简称"启东技源"）增资或借款的形式实施募集资金投资项目（以下简称"募投项目" ）。公司董事会、监事会及保荐机构人东方证券股份有限公司（以下简称"保荐机 构"）对前述事项发表了明确的同意意见。现将有关情况公告如下： 一、募集资金基本情况 经营范围：许可项目：技术进出口；保健食品生产；保健食品销售；食品生产； 食品经营（销售预包装食品）；货物进出口（依法须经批准的项目，经相关部门批 准后方可开展经营活动，具体经 ...

证券代码：603262 证券简称：技源集团 公告编号：2025-002 1、审议通过《关于调整部分募投项目金额的议案》； 监事会认为：公司本次对募投项目拟使用募集资金金额的调整是基于募集资金 净额低于原计划投入募投项目中募集资金金额的实际情况，并为保证募投项目的顺 利实施和募集资金的高效使用所做出的决策。本次调整不会对募集资金的正常使用 造成实质性影响，不存在改变或变相改变募集资金用途和损害股东利益的情况。本 次调整符合中国证监会、上海证券交易所关于上市公司募集资金管理的有关规定， 有利于提高公司资金使用效率，优化资源配置，符合公司未来发展战略和全体股东 的利益。综上，监事会同意本议案。 技源集团股份有限公司 第二届监事会第三次会议决议公告 本公司监事会及全体监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。 一、监事会会议召开情况 技源集团股份有限公司（以下简称"公司"）第二届监事会第三次会议通知和 文件于 2025 年 8 月 8 日以电话、邮件方式送达公司全体监事，会议于 2025 年 8 月 12 日在公司上海分公司会议室以现场结合通 ...

证券代码：603262 证券简称：技源集团 公告编号：2025-001 技源集团股份有限公司 第二届董事会第四次会议决议公告 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。 一、董事会会议召开情况 技源集团股份有限公司（以下简称"公司"）第二届董事会第四次会议通知和 文件于 2025 年 8 月 8 日以电话、邮件方式送达公司全体董事，会议于 2025 年 8 月 12 日在公司上海分公司会议室以现场结合通讯的方式召开。会议应出席董事 7 人， 实际出席董事 7 人。会议由董事长周京石（Jingshi Joe Zhou）先生召集并主持，公 司监事、高级管理人员列席会议。本次会议的召集、召开及表决程序符合《中华人 民共和国公司法》等法律、法规、规范性文件以及《公司章程》的有关规定。 二、董事会会议审议情况 与会董事审议通过了以下议案： 1、审议通过《关于调整部分募投项目金额的议案》； 同意：7 票，反对：0 票，弃权：0 票。 相关内容请查阅公司在上海证券交易所网站（www.sse.com.cn）披露的《关于 调整部分募投项目金 ...

Core Viewpoint - The financing activities of Jiyuan Group indicate a relatively low trading volume, with net selling observed in recent days [1] Financing Summary - On August 8, Jiyuan Group had a financing buy-in amount of 0.11 billion, ranking 1167th in the two markets, with a financing repayment amount of 0.14 billion, resulting in a net sell of 2.3984 million [1] - Over the last three trading days (August 6-8), Jiyuan Group recorded financing buy-ins of 0.14 billion, 0.08 billion, and 0.11 billion respectively [1] Securities Lending Summary - On the same day, Jiyuan Group had no shares sold short, resulting in a net sell of 0.00 shares [1]

Group 1 - The company has not launched infant formula products but offers innovative nutritional products suitable for children, such as STRW (straw) and FZZR (micro effervescent tablets) [2] - The company has the capability to develop and provide high-quality, innovative nutritional supplement solutions for downstream customers targeting children or women [2] - The introduction of Australian local brand infant formula to the Chinese market was inquired by investors, but the company clarified it does not engage in this business [2]

Market Overview - The food processing sector experienced a decline of 0.25% on August 6, with *ST Chuntian leading the drop [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Individual Stock Performance - Notable gainers included: - Weizhi Xiang (605089) with a closing price of 26.37, up 2.17% [1] - Chunxue Food (605567) at 11.15, up 1.00% [1] - Kangbiter (833429) at 22.70, up 0.53% [1] - Major decliners included: - *ST Chuntian (600381) at 4.57, down 3.79% [2] - Xianle Health (300791) at 23.45, down 1.68% [2] - Baba Food (605338) at 19.56, down 1.21% [2] Trading Volume and Capital Flow - The food processing sector saw a net outflow of 161 million yuan from institutional investors, while retail investors contributed a net inflow of 146 million yuan [2] - The trading volume for major stocks included: - Jindaiwei (002626) with a trading volume of 75,500 lots and a transaction value of 153 million yuan [1] - Jinzi Ham (002515) with a trading volume of 296,300 lots and a transaction value of 210 million yuan [1] Capital Flow Analysis - Major stocks with significant capital flow included: - Shuanghui Development (000895) with a net inflow of 11.11 million yuan from institutional investors [3] - Chunxue Food (605567) with a net inflow of 6.68 million yuan from institutional investors [3] - Wufangzhai (603237) with a net inflow of 2.34 million yuan from institutional investors [3]

- The report tracks the recent performance of the IPO market, focusing on the Sci-Tech Innovation Board (STAR Market), ChiNext, and the Main Board, assuming all stocks are fully subscribed and sold at the average market price on the first day of listing, excluding lock-up restrictions[2][10] - As of August 1, 2025, the IPO yield for a 2 billion A-class account is 1.92%, while for a 10 billion A-class account, it is 0.61%[2][10] - The average first-day increase for STAR Market stocks is 218.45%, and for ChiNext stocks, it is 227.38%, based on the performance of 20 recently listed stocks[2][20] - The median number of valid bidding accounts for STAR Market IPOs is approximately 3,062 for A-class accounts and 1,602 for B-class accounts, while for ChiNext IPOs, the numbers are 3,630 and 2,080, respectively[2][27] - The report calculates the theoretical full subscription income for each stock using the formula: **Full Subscription Quantity = Maximum Subscription Limit × Average Offline Winning Rate** **Full Subscription Income = (First Board Price - Initial Offering Price) × Full Subscription Quantity**[39][42] - The highest full subscription income among recent IPOs is 141.4 million yuan for Huadian New Energy, followed by 44.18 million yuan for Yitang Co., and 17.26 million yuan for Shanda Electric[42][45] - For A-class accounts, the cumulative IPO yield since 2024 is 5.65% for a 2 billion account, while for 2025 alone, it is 1.92%[47][48] - For B-class accounts, the cumulative IPO yield since 2024 is 4.64% for a 2 billion account, while for 2025 alone, it is 1.72%[51][52]

Quantitative Models and Construction Methods Model Name: New Stock Issuance Model - **Construction Idea**: The model aims to track the performance of newly issued stocks in various market segments, including the main board, ChiNext, and STAR Market[1][12][22]. - **Construction Process**: - Collect data on the number of new stocks issued, the amount of funds raised, and the first-day price performance. - Calculate the average first-day price increase for each market segment. - Formula: $ \text{Single Account Stock Return} = \min(\text{Account Size}, \text{Subscription Limit}) \times \text{Winning Rate} \times \text{Return Rate} $ $ \text{A/B/C Class Investors Full Return} = \text{Subscription Limit} \times \text{A/B/C Class Offline Winning Rate} \times \text{Return Rate} $ - Parameters: - Winning Rate: Actual winning rate of offline new stock issuance. - Return Rate: For new stocks listed on the STAR Market and ChiNext, and under the comprehensive registration system on the main board, the return rate is the first-day average transaction price relative to the issue price. For non-registration system main board stocks, the return rate is the average transaction price on the opening day relative to the issue price[40][41][42]. - **Evaluation**: The model provides a comprehensive view of the performance of new stock issuances across different market segments, helping investors understand the potential returns from participating in new stock offerings[1][12][22]. Model Backtesting Results New Stock Issuance Model - **Main Board**: - A Class: Monthly return rate 0.159%, cumulative return 1.000%[41][42][47] - C Class: Monthly return rate 0.141%, cumulative return 0.908%[41][42][47] - **ChiNext**: - A Class: Monthly return rate 0.035%, cumulative return 1.128%[41][45][47] - C Class: Monthly return rate 0.034%, cumulative return 0.989%[41][45][47] - **STAR Market**: - A Class: Monthly return rate 0.064%, cumulative return 0.547%[41][46][47] - C Class: Monthly return rate 0.063%, cumulative return 0.527%[41][46][47] Quantitative Factors and Construction Methods Factor Name: New Stock Performance Factor - **Construction Idea**: This factor aims to measure the performance of new stocks on their first day of trading, providing insights into the potential returns from participating in new stock offerings[1][12][22]. - **Construction Process**: - Collect data on the first-day price performance of new stocks. - Calculate the average first-day price increase for each market segment. - Formula: $ \text{First-Day Price Increase} = \frac{\text{First-Day Closing Price} - \text{Issue Price}}{\text{Issue Price}} \times 100\% $ - Parameters: - First-Day Closing Price: The closing price of the stock on its first day of trading. - Issue Price: The price at which the stock was issued[1][12][22]. - **Evaluation**: This factor provides a clear measure of the initial performance of new stocks, helping investors gauge the potential returns from participating in new stock offerings[1][12][22]. Factor Backtesting Results New Stock Performance Factor - **Main Board**: - Average first-day price increase: 276.29%[22][23] - **ChiNext**: - Average first-day price increase: 356.00%[22][23] - **STAR Market**: - Average first-day price increase: 174.56%[22][23] Fund Product Performance Fund Product Performance in New Stock Offerings - **Construction Idea**: Measure the participation and success rate of fund products in new stock offerings, and calculate their estimated returns based on their participation and winning rates[57][58][59]. - **Construction Process**: - Collect data on the participation and winning rates of fund products in new stock offerings. - Calculate the estimated returns based on the latest fund quarterly report. - Formula: $ \text{Participation Rate} = \frac{\text{Number of New Stocks Quoted}}{\text{Total Number of New Stocks Issued}} $ $ \text{Winning Rate} = \frac{\text{Number of Valid Quotes}}{\text{Number of New Stocks Quoted}} $ - Parameters: - Participation Rate: The rate at which the fund product participates in new stock offerings. - Winning Rate: The rate at which the fund product's quotes are accepted[57][58][59]. - **Evaluation**: This method provides a detailed view of the performance of fund products in new stock offerings, helping investors understand the potential returns from participating in new stock offerings through fund products[57][58][59]. Fund Product Backtesting Results Fund Product Performance - **Top Performing Funds**: - Middle European Shanghai-Shenzhen 300 Index A: Estimated return rate 0.337%[57][58][59] - ICBC Quality Selection A: Estimated return rate 0.33%[57][58][59] - Huatai-PineBridge Innovation Power: Estimated return rate 0.33%[57][58][59] Institutional Performance Institutional Performance in New Stock Offerings - **Construction Idea**: Measure the participation and success rate of institutions in new stock offerings, and calculate their estimated returns based on their participation and winning rates[60][61][62]. - **Construction Process**: - Collect data on the participation and winning rates of institutions in new stock offerings. - Calculate the estimated returns based on the latest institutional quarterly report. - Formula: $ \text{Participation Rate} = \frac{\text{Number of New Stocks Quoted}}{\text{Total Number of New Stocks Issued}} $ $ \text{Winning Rate} = \frac{\text{Number of Valid Quotes}}{\text{Number of New Stocks Quoted}} $ - Parameters: - Participation Rate: The rate at which the institution participates in new stock offerings. - Winning Rate: The rate at which the institution's quotes are accepted[60][61][62]. - **Evaluation**: This method provides a detailed view of the performance of institutions in new stock offerings, helping investors understand the potential returns from participating in new stock offerings through institutional products[60][61][62]. Institutional Backtesting Results Institutional Performance - **Top Performing Institutions**: - GF Fund: Estimated return rate 1.74 billion[60][61][62] - China Asset Management: Estimated return rate 1.51 billion[60][61][62] - E Fund Management: Estimated return rate 1.33 billion[60][61][62]

金融界消息 截至2025年7月31日收盘，技源集团（603262）报收于30.06元，下跌3.96%，换手率 24.22%，成交量9.40万手，成交金额2.86亿元。 资金流向方面，今日主力资金净流出3627.03万元，占比成交额12.66%。其中，超大单净流出1801.45万 元、占成交额6.29%，大单净流出1825.58万元、占成交额6.37%，中单净流出流出1502.05万元、占成交 额5.24%，小单净流入5129.08万元、占成交额17.91%。 来源：金融界 技源集团最新一期业绩显示，截至2025一季报，公司营业总收入2.65亿元、同比增长16.59%，归属净利 润4260.17万元，同比增长9.25%，扣非净利润4161.90万元，同比增长12.56%，流动比率3.982、速动比 率2.887、资产负债率19.93%。 天眼查商业履历信息显示，技源集团股份有限公司，成立于2002年，位于无锡市，是一家以从事食品制 造业为主的企业。企业注册资本35000万人民币，实缴资本35000万人民币。公司法定代表人为龙玲。 通过天眼查大数据分析，技源集团股份有限公司共对外投资了7家企业，参与招投标项目12 ...