Group 1: Company News - *ST Tianmao announced that its controlling shareholder is planning significant matters related to the company, leading to a stock suspension starting August 7, expected to last no more than 2 trading days [6] - *ST Yazhen's stock will be suspended from trading starting August 7 due to abnormal price fluctuations, with a cumulative increase of 33.92% from July 30 to August 6 [6][7] - Xianhe Co. plans to invest approximately 11 billion yuan in a new integrated high-performance paper-based material project in Sichuan, with an expected annual output value of about 5.15 billion yuan after the first phase [6] - Hehua Co. announced a change in its actual controller due to the transfer of 100% equity of its controlling shareholder, with a total transaction price of 692 million yuan [8] - Fenzhong Media intends to acquire 100% equity of New潮传媒 for 8.3 billion yuan, which will become a wholly-owned subsidiary [8] Group 2: Industry News - The People's Bank of China has 283.2 billion yuan of 7-day reverse repos maturing today, indicating ongoing liquidity management in the financial market [2] - The National Development and Reform Commission and the National Energy Administration have issued basic rules for electricity market measurement and settlement, effective from October 1, marking a significant step towards a unified national electricity market [2] - The China Photovoltaic Industry Association is soliciting opinions on the draft amendment to the Price Law, focusing on price behavior norms and regulatory mechanisms [3]

Group 1 - BeiGene reported a net profit of 450 million yuan for the first half of 2025, reversing a loss of 287.7 million yuan in the same period last year, with a total revenue of 17.518 billion yuan, up 46.0% year-on-year [1] - The company attributed the profit increase to significant growth in product revenue and improved operational efficiency through cost management [1] Group 2 - Tianyang Technology is planning to acquire a portion of the equity in Tonglian Financial Services Co., Ltd. and related companies, aiming to enhance its competitive advantage in credit card and consumer finance system services [2] - The acquisition is expected to create synergies in areas such as industry positioning, product development, and technical services [2] Group 3 - ST Yazhen's stock experienced abnormal trading fluctuations, with a cumulative price increase of 12% over three consecutive trading days, leading to a suspension of trading for investigation starting August 7, 2025 [3] - The company noted that the short-term price increase significantly deviated from the Shanghai Composite Index and the furniture manufacturing industry [3] Group 4 - Shunbo Alloy reported a revenue of approximately 7.126 billion yuan for the first half of 2025, an increase of 11.75% year-on-year, with a net profit of about 176.6 million yuan, up 110.56% [4] - Tapa Group achieved a revenue of approximately 2.056 billion yuan, a 4.05% increase year-on-year, with a net profit of about 435.4 million yuan, up 92.47% [4] - Liyuan Information reported a revenue of approximately 4.034 billion yuan, a 17.46% increase year-on-year, with a net profit of about 96.1 million yuan, up 65.79% [5] Group 5 - Zhongchumei reported a revenue of approximately 461.1 million yuan for the first half of 2025, a 16.46% increase year-on-year, with a net profit of about 126.8 million yuan, up 31.52% [5] - Pudong Development Bank reported a revenue of approximately 90.559 billion yuan, a 2.62% increase year-on-year, with a net profit of about 29.737 billion yuan, up 10.19% [5]

Mergers and Acquisitions - Ningbo Energy announced the acquisition of 60% equity in Ningbo Ningneng Investment Management Co., Ltd. for 13.2759 million yuan, resulting in 100% ownership post-transaction [1] - Huaxi Co., Ltd. plans to acquire 100% equity of Jiangyin Xiefeng Cotton and Hemp Co., Ltd. for 90 million yuan to enhance regional warehousing resources [2] - Dalian Technology intends to purchase 39% equity of its subsidiary Aimers Technology for 180 million yuan, increasing its ownership from 51% to 90% [3] Performance Disclosure - Tapa Group reported a 4.05% increase in revenue to approximately 2.056 billion yuan for the first half of 2025, with a net profit growth of 92.47% to about 435 million yuan [4] - Tiantan Biological released a report showing a 9.47% revenue increase to 3.11 billion yuan, but a 12.88% decline in net profit to 633 million yuan [5] - Jerry Shares reported a 39.21% increase in revenue to 6.901 billion yuan, with a net profit growth of 14.04% to 1.241 billion yuan [6] Shareholding Changes - Tianyang New Materials announced that Zhuhai Hengqin Caidong Fund plans to reduce its stake by up to 3%, equating to a maximum of 12.9802 million shares [7] - Yifeng Pharmacy's controlling shareholder completed a 2% stake reduction, totaling 24.2482 million shares [8] - Jiahe Meikang reported that shareholder Hongyun Jiukang has completed a 1% stake reduction, amounting to 1.3759 million shares [9] Risk Matters - Filinger reported a stock price fluctuation with a cumulative increase of 20% over three trading days, during which the president sold 8,600 shares [10] - *ST Yazhen announced a stock suspension for investigation after a 33.92% price increase, with a suspension expected to last no more than 10 trading days [11]

*ST亚振再度停牌核查，停牌时间最高可达10个交易日。 不过与此前三次停牌核查不同的是，*ST亚振本次停牌时间上限为10 个交易日，此前三次停牌核查的时间分别为3个交易日、5个交易日、3个交易日。 据记者不完全统计，在停牌核查事项中，预期停牌时间上限达10个交易日的情况在今年比较罕见，去年则有正丹股份、同达创业等少数股票触发此类情 形。近期较为显眼的"15倍股"上纬新材，停牌核查时间也仅三个交易日。 回溯*ST亚振本轮股价异动原因，*ST亚振在今年5月完成实际控制人变更，由高伟、户美云、高银楠变更为吴涛。同时，*ST亚振在8月宣布拟向海南锆钛 购买其持有的广西锆业51.00%的股权。考虑到公司已被实施退市风险警示，上述动向让投资者产生*ST亚振业绩反转的期待。 对此，*ST亚振反复强调，经自查，公司目前生产经营活动正常，主营业务未发生重大变化。吴涛及其一致行动人暂无在未来12个月内改变公司主营业务 或者对公司主营业务做出重大调整的计划。现金收购事项能否取得审批、以及获得相关审批的时间尚存在一定的不确定性。 8月6日，*ST亚振(603389)再度宣布进入停牌核查。这是6月以来*ST亚振的第四次停牌核查，但是最 ...

Group 1: Company Performance - BeiGene reported a net profit of 450 million yuan for the first half of 2025, marking a turnaround from losses in the previous year, with product revenue increasing by 45.8% to 17.36 billion yuan and total revenue rising by 46.0% to 17.52 billion yuan [1] - CITIC Securities announced that Huaxia Fund achieved an operating income of 4.258 billion yuan and a net profit of 1.123 billion yuan in the first half of 2025, with total comprehensive income of 1.106 billion yuan [3] - Shanghai Pudong Development Bank's net profit for the first half of 2025 was 29.737 billion yuan, reflecting a year-on-year growth of 10.19%, with total operating income of 90.559 billion yuan, up 2.62% [6] - Xianhe Co. plans to invest approximately 11 billion yuan in a new integrated high-performance paper-based material project, with an expected annual output value of about 5.15 billion yuan from the first phase [7] - Shengmei Shanghai reported a net profit of 696 million yuan for the first half of 2025, representing a year-on-year increase of 56.99% [14] Group 2: Regulatory and Corporate Actions - Sino Medical's subsidiary received breakthrough medical device designation from the FDA for its intracranial atherosclerosis treatment product, marking it as the first of its kind globally [2] - *ST Dongtong's actual controller and chairman is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [8] - Tianyang Technology is planning to purchase equity in Tonglian Financial Services, with key transaction details still under negotiation [10] - Dongfang Guoxin's major shareholder reduced their stake by 2.68 million shares, decreasing their total shareholding from 27.06% to 26.82% [5] - Filinger's president reduced his holdings by 8,600 shares during a period of stock price volatility, while other executives did not sell shares [4]

Group 1: Company Performance - BeiGene reported a net profit of 450 million yuan for the first half of 2025, marking a turnaround from losses in the previous year, with product revenue increasing by 45.8% to 17.36 billion yuan and total revenue rising by 46.0% to 17.52 billion yuan [1] - CITIC Securities announced that Huaxia Fund achieved a net profit of 1.123 billion yuan in the first half of 2025, with total operating income of 4.258 billion yuan and total comprehensive income of 1.106 billion yuan [1] - Shanghai Pudong Development Bank reported a net profit of 29.737 billion yuan for the first half of 2025, reflecting a year-on-year growth of 10.19%, with total operating income of 90.559 billion yuan, up 2.62% [4] - Xianhe Co., Ltd. plans to invest approximately 11 billion yuan in a new integrated high-performance paper-based material project, with an expected annual output value of about 5.15 billion yuan from the first phase [5] - Shunbo Alloy reported a net profit growth of 110.56% year-on-year for the first half of 2025 [12] Group 2: Regulatory and Corporate Actions - Sino Medical announced that its subsidiary received breakthrough medical device designation from the FDA for a new intracranial atherosclerosis treatment product, marking a significant milestone as the first of its kind globally [1] - *ST Dongtong's actual controller and chairman is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [6][7] - Tianyang Technology is planning to purchase equity in Tonglian Jinfu and related companies, with key transaction details still under negotiation [8] - Filinger reported stock price fluctuations, with the president reducing his holdings by 8,600 shares during a period of abnormal trading activity [2] - Dongfang Guoxin's controlling shareholder reduced their stake by 2.68 million shares, decreasing their total shareholding from 27.06% to 26.82% [3]

2025.08. 06 8月6日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 仙鹤股份：拟110亿元投建林浆纸用一体化高性能纸基新材料项目 仙鹤股份公告，公司拟投资约110亿元建设林浆纸用一体化高性能纸基新材料项目，其中一期投资约 55亿元，二期投资约55亿元，正式动工之日起计三年内实现一期投产。一期项目计划投资约55亿 元，预计年产值约51.5亿元，年税收约4.5亿元，提供就业岗位约2000人。二期项目将根据一期项 目的实施情况，参照市场形势和企业经营情况，适时投资建设。 *ST亚振：股票交易异常波动 8月7日起停牌核查 中信证券：华夏基金上半年净利润11.23亿元 *ST亚振公告，公司股票于2025年7月30日至8月6日收盘价格涨幅偏离值累计达到33.92%。公司 股票短期涨幅与同期上证指数、家具制造业存在严重偏离。公司将就股票交易情况进行核查。经申 请，公司股票自2025年8月7日开市起停牌，自披露核查公告后复牌，预计停牌时间不超过10个交易 日。 天阳科技：正在筹划购买通联金服及相关公司部分股权 天阳科技公告，公司正在筹划以支付现金的方式购买上海 ...

每经记者｜王琳 每经编辑｜董兴生 并购重组 宁波能源：以1327.59万元收购宁能投资60%股权 宁波能源公告，公司按照1327.59万元的价格收购深圳金晟硕恒创业投资中心（有限合伙）持有的宁波 宁能投资管理有限公司60%股权，收购完成后，公司将持有宁能投资100%股权。 华西股份：拟以9000万元收购协丰棉麻100%股权 华西股份公告，为整合区域仓储资源，扩大仓储服务业务，公司与江苏华西村纺织服装有限公司签署 《股权收购协议》，拟收购其持有的江阴市协丰棉麻有限公司100%股权，交易总金额为9000万元。本 次交易完成后，协丰棉麻将成为公司全资子公司。 电连技术：拟收购控股子公司爱默斯39%股权 电连技术公告，公司拟与控股子公司深圳市爱默斯科技有限公司（简称"爱默斯"）少数股东文立、文声 平签订股权购买协议，以1.8亿元受让文立、文声平持有的爱默斯39%的股权。交易完成后，公司持有 爱默斯的股权比例将由51%上升至90%。 业绩披露 塔牌集团：上半年归母净利润同比增长92.47% 杰瑞股份：上半年归母净利润同比增长14.04% 杰瑞股份发布2025年半年度报告，报告期内公司实现营业收入69.01亿元，同比增长 ...

福能股份：拟投建福建省南安抽水蓄能电站项目 登录新浪财经APP 搜索【信披】查看更多考评等级 转自：证券日报网 重要公告： 仙鹤股份：拟约110亿元投建林浆纸用一体化高性能纸基新材料项目 中船科技：子公司拟57.12亿元投建130万千瓦风电项目 浦发银行：上半年归母净利润297.37亿元 同比增长10.19% 沪市重要公告： 江南水务：拟公开挂牌转让浦发村镇银行8%股权 江南水务（601199）公告，公司参股子公司浦发村镇银行将进行改革重组，公司为进一步优化投资 结构，拟通过产权交易机构以公开挂牌方式转让所持有的浦发村镇银行8%股权，挂牌转让价格不低于 1254.8353万元。 仙鹤股份：拟约110亿元投建林浆纸用一体化高性能纸基新材料项目 仙鹤股份（603733）公告，公司拟在四川省泸州市合江县投资建设林浆纸用一体化高性能纸基新材 料项目，建设年产80万吨竹浆和120万吨高性能纸基新材料生产线及相关配套设施。项目预计总投资约 110亿元。 神农集团：7月生猪销售收入3.27亿元 神农集团（605296）公告，2025年7月份，公司销售生猪17.47万头，销售收入3.27亿元。2025年7月 份，公司商品猪价 ...

公司郑重提醒广大投资者，公司股价可能存在短期涨幅较大后下跌的风险，请投资者务必充分了解二级 市场交易风险，切实提高风险意识，理性决策、审慎投资。 智通财经APP讯，*ST亚振(603389.SH)发布公告，公司股票于2025年7月30日至8月6日收盘价格涨幅偏 离值累计达到33.92%。公司股票短期涨幅与同期上证指数、家具制造业存在严重偏离。为维护投资者 利益，公司将就股票交易情况进行核查。经申请，公司股票自2025年8月7日开市起停牌，自披露核查公 告后复牌，预计停牌时间不超过10个交易日。 （原标题：*ST亚振(603389.SH)股票自8月7日起停牌核查） ...