Market Overview - During the past week (July 28 to August 1), all three major A-share indices experienced declines, with the Shanghai Composite Index closing at 3559.95 points, down 0.94% for the week [2] - The Shenzhen Component Index closed at 10991.32 points, down 1.58%, while the ChiNext Index closed at 2322.63 points, down 0.74% [2] - Over 31% of stocks rose during the week, with 128 stocks increasing by over 15%, while 14 stocks fell by more than 15% [2] Top Gainers - Nanjing New Pharmaceutical (688189.SH) led the weekly gainers with a 78.01% increase, followed by Dongxin Technology (688110.SH) with a 53.68% rise [4] - Other notable gainers included Southern Road Machinery (603280.SH), Sixuan New Materials (301489.SZ), Dongjie Intelligent (300486.SZ), and Lide Man (300289.SZ), all with weekly gains exceeding 46% [4] Nanjing New Pharmaceutical - Nanjing New Pharmaceutical specializes in antiviral drugs and is currently planning to acquire a domestic pharmaceutical technology asset group, which has led to a significant stock price increase of nearly 70% over three days [5][7] - The company has faced continuous financial pressure, reporting net losses of -78.83 million yuan in 2022, -10.87 million yuan in 2023, and projected losses of -357 million yuan in 2024 [6] - The stock price surged by 17.01% and 20% on July 28 and 29, respectively, and reached a 20% limit up on July 31, closing at 17.14 yuan [7] Top Losers - Aimer Group (603511.SH) was the biggest loser, with a weekly decline of 23.19%, attributed to unmet performance targets leading to the repurchase and cancellation of restricted stock [9] - The company, which focuses on the design, production, and sales of lingerie and homewear, reported a revenue drop from 33.00 billion yuan in 2022 to 31.63 billion yuan in 2024, with a corresponding decline in net profit [10][12] - Aimer's stock experienced significant volatility, hitting a limit down on July 29 and closing at 15.97 yuan with a trading volume of 4.1 billion yuan [10]

Core Viewpoint - The evolution of the lingerie market in China reflects changing female consciousness, with a shift towards comfort, health, and self-acceptance, leading to increased competition for established brands like Aimer [1][3]. Company Overview - Aimer has developed into a leading lingerie company in China with over 30 years of history, offering multiple brands including Aimer, Aimer Mr., Aimer Kids, and LA CLOVER, with over 1,700 stores across more than 200 cities [2]. - The company reported a revenue of 3.163 billion yuan for the fiscal year 2024, a decrease of 7.71% year-on-year, and a net profit of 163 million yuan, down 46.56% from the previous year [3]. Market Trends - The lingerie market is witnessing a trend towards wireless and simplified sizing options, with new brands like Ubras and Banana Inner gaining popularity among consumers [3]. - Aimer faces challenges in adapting to these market changes while maintaining its traditional strengths in wired bras [3]. Future Strategies - Aimer plans to open more flagship stores while increasing its online sales proportion, aiming for online sales to account for over 30% of total revenue [3][22]. - The company is focusing on brand restructuring, particularly for Aimer's sub-brand Aimer Beauty, to attract younger consumers [12][15]. Product Development - Aimer has been innovating in materials, with a significant portion of its product line now consisting of wireless bras, which account for half of its offerings [26]. - The company is also exploring sustainable materials, such as seaweed fiber, which has been introduced in its latest sleepwear line [32]. Research and Development - Aimer invests over 3% of its annual revenue in R&D, employing around 500 personnel in this area, which constitutes nearly 6% of its workforce [34]. International Expansion - Aimer has been expanding internationally since 2007, with plans to focus on markets in Asia, Southeast Asia, and Australia in its next phase of growth [35].

Core Viewpoint - Aimer Co., Ltd. experienced a significant stock price decline, with a cumulative drop of 20% over three consecutive trading days, triggering an abnormal trading fluctuation notice [2][3]. Group 1: Stock Trading Abnormality - The company's stock price fell by a cumulative 20% over the trading days of July 28, 29, and 30, 2025, which is classified as an abnormal trading fluctuation according to the Shanghai Stock Exchange rules [2][3]. Group 2: Company Operations and Major Events - A self-examination by the company confirmed that its operations are normal, with no significant changes in the market environment or industry policies, and no undisclosed information that should have been disclosed [4]. - The company verified with its controlling shareholder and actual controller, Mr. Zhang Rongming, that there are no major undisclosed events affecting the stock price, including significant asset restructuring, share issuance, or major business collaborations [5]. - There have been no media reports or market rumors identified that could have impacted the company's stock price [6]. Group 3: Other Sensitive Information - The company confirmed that there are no other significant events that could substantially affect its stock price, and there were no stock transactions by directors, supervisors, senior management, or controlling shareholders during the period of abnormal trading [7].

爱慕股份有限公司 股票交易异常波动公告 证券代码：603511 证券简称：爱慕股份 公告编号：2025-029 经公司自查，公司目前经营正常，公司市场环境或行业政策未发生重大调整，内 部经营秩序正常，不存在应当披露而未披露的信息。 （二）重大事项情况 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： ? 爱慕股份有限公司（以下简称"公司"）股票于 2025 年 7 月 28 日、2025 年 7 月 29 日、2025 年 7 月 30 日连续 3 个交易日内日收盘价格跌幅偏离值累计达 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的情形。 ? 经公司自查，并向公司控股股东、实际控制人发函核实，截至本公告披露日， 确认不存在应披露而未披露的重大事项。 一、股票交易异常波动的具体情况 公司股票于 2025 年 7 月 28 日、2025 年 7 月 29 日、2025 年 7 月 30 日连续 3 个 交易日内日收盘价格跌幅偏离值累计达 20%。根据《上海证券交易所交易规则》的相 关规定， ...

金橙子：筹划购买萨米特光电55%股权 金橙子公告，公司正在筹划以发行股份及支付现金的方式购买长春萨米特光电科技有限公司55%的股权，同时拟募集配套资金。本次交易预计不构成重大 资产重组，不构成公司关联交易，不会导致公司实控人变更。公司股票自2025年7月31日开市起停牌。 特宝生物：子公司收购Skyline Therapeutics Limited部分资产完成交割 特宝生物公告，全资子公司厦门伯赛基因转录技术有限公司收购Skyline Therapeutics Limited部分资产，收购范围包括Skyline Therapeutics Limited及其下属 公司的资产。2025年7月29日（开曼群岛时间2025年7月28日），本次交易已完成交割。 每经记者｜王琳 每经编辑｜程鹏 魏官红 并购重组 业绩披露 宁德时代：上半年归母净利润同比增长33.02% 宁德时代披露半年度报告，2025年上半年实现营业收入1788.86亿元，同比增加7.27%；归母净利润305.12亿元，同比增长33.02%。 金河生物：上半年归母净利润同比增长51.52% 金河生物披露半年度报告，公司2025年上半年实现营业收入为13. ...

证券日报网讯 7月30日晚间，爱慕股份发布公告称，公司股票于2025年7月28日、2025年7月29日、2025 年7月30日连续3个交易日内日收盘价格跌幅偏离值累计达20%，属于股票交易异常波动情形。经公司自 查，并向公司控股股东、实际控制人发函核实，截至本公告披露日，确认不存在应披露而未披露的重大 事项。 （编辑 姚尧） ...

证券代码：603511 证券简称：爱慕股份 公告编号：2025-029 爱慕股份有限公司 股票交易异常波动公告 （一）生产经营情况 经公司自查，公司目前经营正常，公司市场环境或行业政策未发生重大调整，内 部经营秩序正常，不存在应当披露而未披露的信息。 （二）重大事项情况 经公司自查，并向公司控股股东、实际控制人张荣明先生发函核实如下：截至本 公告披露日，除了在指定媒体上已公开披露的信息外，公司及公司控股股东、实际控 制人不存在影响公司股票交易异常波动的重大事项，不存在其他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。 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： 爱慕股份有限公司（以下简称"公司"）股票于 2025 年 7 月 28 日、2025 年 7 月 29 日、2025 年 7 月 30 日连续 3 个交易日内日收盘价格跌幅偏离值累计达 20%， 根据《上海证券交易所交易 ...

爱慕股份（603511）公告，公司股票于2025年7月28日、2025年7月29日、2025年7月30日连续3个交易日 内日收盘价格跌幅偏离值累计达20%，属于股票交易异常波动情形。经公司自查及向控股股东、实际控 制人核实，确认不存在应披露而未披露的重大事项。公司目前经营正常，市场环境或行业政策未发生重 大调整，不存在影响公司股票交易异常波动的重大事项。 ...

Market Overview - The indices continued to rise collectively, with a significant drop in the morning followed by a recovery in sentiment in the afternoon [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 0.33%, 0.64%, and 1.86% respectively, with over 3,000 stocks declining and more than 2,200 stocks rising [4] Optimizing Fertility - The "Implementation Plan for Childcare Subsidy System" was officially launched, providing annual subsidies of 3,600 yuan per child for children under three years old starting January 1, 2025 [8] - The fertility optimization sector saw a collective high opening but ended with a "high open low close" trend, with the sector rising by only 0.18% after an initial surge [9][10] - Stocks like Beiyinmei and Aiyingshi opened strongly but fell significantly, while stocks in the dairy sector also experienced a similar pattern [10] Yajiang Hydropower Station - The Yajiang Hydropower Station saw a rebound in the afternoon, with stocks like Xining Special Steel and Tibet Tianlu hitting the daily limit [15] - The Yajiang Hydropower concept stocks rose over 2% by the end of the day, indicating a recovery in investor interest [14] Stablecoin Sector - The stablecoin concept stocks experienced a partial rebound, with companies like Hengbao Co. and Sifang Jichuang showing strong performance [19] - The sector had been quiet for about two weeks but is now looking for a significant catalyst to revive interest [21] Guotou Intelligent - Guotou Intelligent saw a significant rise, closing up over 18.5%, attributed to news regarding a special action by the Internet Information Office [25] - The company is reportedly working on AI fraud prevention services, with a potential market space exceeding 120 billion yuan if it covers 1 billion smartphone users [28]

证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交8698.41万元，其中，买入成交额为3346.91万元，卖出成交额为5351.50万元，合计 净卖出2004.59万元。 具体来看，今日上榜营业部中，第一大买入营业部为东方财富证券股份有限公司拉萨金融城南环路证券营业部，买入金额为992.26万元，第一大 卖出营业部为华鑫证券有限责任公司深圳财富大厦证券营业部，卖出金额为1561.39万元。 近半年该股累计上榜龙虎榜5次，上榜次日股价平均跌3.40%，上榜后5日平均跌5.25%。 资金流向方面，今日该股主力资金净流出1.41亿元，其中，特大单净流出1.17亿元，大单资金净流出2429.20万元。近5日主力资金净流出1.53亿 元。 4月25日公司发布的一季报数据显示，一季度公司共实现营业收入8.54亿元，同比下降2.86%，实现净利润8555.98万元，同比下降20.26%。（数据 宝） 爱慕股份7月29日交易公开信息 （原标题：爱慕股份跌停，上榜营业部合计净卖出2004.59万元） 爱慕股份(603511)今日跌停，全天换手率6.34%，成交额4.10亿元，振幅5.45%。龙虎榜数据显示，营业部席位合 ...