大股东项光明先生及一致行动人朱善玉先生、章锦福先生、章小建先生、迎 水兴盛 6 号、迎水飞龙 20 号、新享嘉恳 7 号计划自本公告发布之日起 15 个交易 日后的 3 个月内（窗口期等不得减持股份期间不减持），拟通过集中竞价及大宗 交易方式合计减持不超过 26,395,390 股，占公司当前总股本比例为 1.55%。减 持价格将按照减持实施时的市场价格确定。 采用集中竞价交易方式减持公司股份的，在任意连续 90 日内，上述股东减 持股份的总数不超过公司总股本的 1%；采用大宗交易方式减持公司股份的，在 任意连续 90 日内，上述股东减持股份的总数不超过公司总股本的 2%。若上述减 持期间公司有送股、资本公积金转增股本、配股等事项，减持股份数量将相应调 重要内容提示： 大股东及一致行动人持股的基本情况 截至本公告披露日，浙江伟明环保股份有限公司（以下简称"公司"）大股 东项光明先生及一致行动人朱善玉先生、章锦福先生、章小建先生、上海迎水投 资管理有限公司-迎水兴盛 6 号私募证券投资基金（以下简称"迎水兴盛 6 号"）、 上海迎水投资管理有限公司-迎水飞龙 20 号私募证券投资基金（以下简称"迎水 飞龙 20 ...

| 转债代码：113652 | 转债简称：伟 22 转债 | | | | --- | --- | --- | --- | | 证券代码：603568 转债代码：113683 | 证券简称：伟明环保 转债简称：伟 转债 24 | 公告编号：临 | 2025-056 | 浙江伟明环保股份有限公司 关于"伟 22 转债"预计满足转股价格修正条件的 提示性公告 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、 "伟 22 转债"基本情况 经中国证券监督管理委员会证监许可[2022]1252 号文核准，浙江伟明环保股 份有限公司（以下简称"公司"）于 2022 年 7 月 22 日公开发行了 1,477.00 万张 可转换公司债券，每张面值 100 元，发行总额 147,700.00 万元。本次发行的可转 债期限为发行之日起 6 年。本次发行的可转债票面利率为：第一年 0.20%、第二 年 0.40%、第三年 0.80%、第四年 1.50%、第五年 1.80%、第六年 2.00%。 经上海证券交易所自律监管决定书[2022]220 ...

Core Viewpoint - The major shareholder of Weiming Environmental (603568.SH) plans to reduce their stake by selling up to 26,395,390 shares, representing 1.55% of the company's total share capital within three months after the announcement [1] Summary by Relevant Categories Shareholder Actions - The major shareholder, Xiang Guangming, along with associated parties, intends to reduce their holdings through centralized bidding and block trading [1] - The planned reduction will occur within three months starting from 15 trading days after the announcement [1] Share Capital Impact - The total number of shares to be sold is up to 26,395,390, which constitutes 1.55% of the current total share capital of the company [1] - The selling price will be determined based on the market price at the time of the reduction [1]

Group 1 - The major shareholder, Mr. Xiang Guangming, along with his concerted parties, plans to reduce their holdings by up to 26.3954 million shares, which represents 1.55% of the company's total share capital [1] - The reduction will take place within three months after a 15 trading day period from the announcement date, during which no shares will be sold [1] - The selling price will be determined based on the market price at the time of the reduction [1]

Market Overview - The Shanghai Composite Index closed at 3888.00 points, with a slight increase of 0.11% and total trading volume of 169.94 billion yuan [1] - A total of 26 A-shares have surpassed their annual moving average, indicating positive market sentiment [1] Notable Stocks - Creative Information (300366) showed the highest deviation rate of 4.01%, with a daily increase of 4.72% and a turnover rate of 13.12% [1] - TCL Smart Home (002668) followed with a 3.37% deviation rate, increasing by 5.49% today [1] - Weiming Environmental (603568) had a deviation rate of 2.57%, with a daily increase of 3.46% [1] Stocks with Smaller Deviations - China National Pharmaceutical (600938), Zhongju High-tech (600872), and China Oil (000028) all had minor deviation rates, just above their annual lines, with increases of 0.31%, 1.11%, and 0.57% respectively [2]

（文章来源：证券时报网） 8月26日突破年线个股乖离率排名 证券时报·数据宝统计，截至今日上午10:29，上证综指3871.31点，收于年线之上，涨跌幅为-0.32%，A 股总成交额为12408.94亿元。到目前为止，今日有14只A股价格突破了年线，其中乖离率较大的个股有 TCL智家、创意信息、伟明环保等，乖离率分别为3.84%、3.46%、2.42%；银邦股份、上海石化、湖南 裕能等个股乖离率较小，刚刚站上年线。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 002668 | TCL智 | 5.96 | 3.25 | 10.79 | 11.20 | 3.84 | | | 家 | | | | | | | 300366 | 创意信 | 4.16 | 10.88 | 8.96 | 9.27 | 3.46 | | | 息 | | | | ...

Group 1: Ruijie Networks - Ruijie Networks reported that its data center product revenue growth in the first half of the year was primarily driven by internet clients, accounting for over 90% of revenue, with 400G products making up over 60% [1] - The demand for cloud computing infrastructure remains strong, with expected increased capital expenditure from the internet industry based on intelligent computing [1] - The company’s overseas revenue reached 1.145 billion yuan, a year-on-year increase of 48%, primarily targeting the SMB market, with the number of partners growing to 2,620 [1] Group 2: Baillie Gifford - Baillie Gifford is collaborating with BMS to develop iza-bren and has initiated three key overseas clinical trials for treating triple-negative breast cancer, EGFR-mutant non-small cell lung cancer, and urothelial carcinoma [2] - The company has nine DC drugs in clinical trials and one in the IND acceptance stage, with R&D expenses amounting to 1.038 billion yuan as of June 30 [2] - The company aims to become a leading entry-level multinational corporation in the oncology treatment field within five years [2] Group 3: Weiming Environmental - Weiming Environmental achieved revenue of 1.711 billion yuan from environmental project operations in the first half, an increase of 100 million yuan year-on-year, while equipment manufacturing revenue decreased by 300 million yuan to 2.175 billion yuan [3] - The company’s environmental operation business saw an increase in gross margin due to higher waste processing volumes and improved operational efficiency [3] - The company has received over 50 million yuan in national subsidies and is optimistic about the second half of the year [3]

Group 1: Zhaoyi Innovation - Zhaoyi Innovation reported good growth across all business lines in Q2 2024, with NOR Flash growing in the high single digits, niche DRAM growing over 50%, MCU close to 20%, and sensor chips growing about 10% [1] - The company expects a quarter-on-quarter growth in Q3, with significant revenue growth in niche DRAM and rising contract prices [1] - The overall gross margin remains stable, with expectations of moderate price increases for Flash and improved DRAM margins [1] Group 2: Ruijie Networks - Ruijie Networks' data center product revenue growth in H1 was primarily driven by internet clients, accounting for over 90% of revenue, with 400G products making up over 60% [2] - The company anticipates continued strong demand for cloud computing infrastructure, with a projected growth rate of over 50% for data center products [2] - The gross margin for data center products is relatively low (15%-20%), while margins in the enterprise and SMB markets have improved [2] Group 3: Baillie Tianheng - Baillie Tianheng is collaborating with BMS on three key overseas clinical trials for treating triple-negative breast cancer, EGFR-mutant non-small cell lung cancer, and urothelial carcinoma [3] - The company has nine DC drugs in clinical trials and one in the IND acceptance stage, with R&D expenses reaching 1.038 billion yuan by mid-year [3] - The company aims to become a leading entry-level MNC in the oncology treatment field within five years [3] Group 4: Weiming Environmental - Weiming Environmental achieved revenue of 1.711 billion yuan from environmental project operations in H1, a year-on-year increase of 100 million yuan [4] - The equipment manufacturing business saw a revenue decline of 300 million yuan, while the new energy materials business has yet to contribute revenue [4] - The company expects optimistic performance in the second half of the year, with several projects set to commence operations [4] Group 5: Baipu Sais - Baipu Sais focused on antibody drugs and cell immunotherapy, achieving a revenue of 387.36 million yuan in H1 2025, a year-on-year increase of 29.38% [5] - The company benefits from national policy support and a vibrant innovative drug market, with nearly 60 GMP-grade products developed in the cell gene therapy field [5] - In the ADC field, Baipu Sais offers a comprehensive range of products covering the entire R&D chain [5] Group 6: Cambridge Technology - Cambridge Technology's main business in North America focuses on broadband access and wireless networks, with unclear business plans for 2027 [6] - The company is increasing the production capacity of its 800G series products to an annualized 2 million units [6] - Expansion plans are progressing smoothly, with potential financing from Hong Kong for future capacity needs [6] Group 7: Lepu Medical - Lepu Medical's subsidiary, Lepu Ruikang, focuses on elderly care services, with the company holding a 70.18% stake [7] - The company has received regulatory approval for its self-developed polylactic acid facial filler [7] - Lepu Medical's AI products include various hardware for life monitoring, targeting different application scenarios [7]

Group 1: Zhaoyi Innovation - Zhaoyi Innovation reported good growth across all business lines in Q2 2024, with NOR Flash growing in the high single digits, niche DRAM up over 50%, MCU close to 20%, and sensor chips growing about 10% [1] - The company expects sequential growth in Q3, with significant revenue growth in niche DRAM and rising contract prices [1] - NOR Flash demand is increasing due to a rise in electronic product code volume, while supply remains tight due to wafer manufacturing capacity constraints [1] Group 2: Huijia Times - Huijia Times has optimized its product structure, achieving over 90% similarity to the product structure of a leading competitor [2] - The company has upgraded its shopping environment and service experience, resulting in increased daily sales, customer traffic, and average transaction value since the reopening of its Beijing Road store [2] - The supermarket segment is divided into boutique, lifestyle, and community supermarkets, with ongoing adjustments to enhance operations [2] Group 3: Baile Tianheng - Baile Tianheng is collaborating with BMS on new clinical trials for cancer treatments, with several drugs in various stages of clinical trials [3] - The company has submitted an IND application for its first nuclear medicine candidate and is advancing new toxin drugs into clinical trials [3] - R&D expenses reached 1.038 billion yuan by mid-year, with expectations for future clinical research costs to increase [3] Group 4: Stanley - Stanley achieved steady growth in H1, with revenue of 6.391 billion yuan, up 12.66% year-on-year, and net profit of 607 million yuan, up 18.9% [4] - The increase in profit was driven by reduced losses in new materials and improved profitability from phosphate chemical exports [4] - Future growth is expected from increased market share in compound fertilizers and expansion in the phosphate chemical sector [4] Group 5: Weiming Environmental - Weiming Environmental's environmental project operations generated revenue of 1.711 billion yuan, a year-on-year increase of 100 million yuan [5] - The equipment manufacturing segment saw a revenue decline of 300 million yuan, while new energy materials have yet to contribute to revenue [5] - The company is optimistic about future growth, with several projects expected to come online in the near term [5]

Group 1: Key Insights from Reports - The report highlights the strong performance of the A-share market, with technology stocks continuing to rise and the Shanghai Composite Index surpassing 3800 points [4] - The report indicates that the coal consumption is seasonally increasing, with the basic frequency index rising to 127.3 points, reflecting a year-on-year increase of 5.5 points [4][5] - The report discusses the significant growth in the traditional business of Daoshi Technology, with a net profit of 230 million yuan in H1 2025, representing a year-on-year increase of 108% [6][8] Group 2: Company-Specific Analysis - Jiuhua Tourism is leveraging its natural resources and optimizing operations to achieve steady growth, with projected revenues of 890 million, 1.02 billion, and 1.22 billion yuan from 2025 to 2027 [8] - Leap Motor has achieved profitability in the first half of the year, with a target of 1 million units sold next year, projecting revenues of 65.3 billion, 114.4 billion, and 152.9 billion yuan from 2025 to 2027 [9] - New Australia Co. reported stable performance with a slight increase in net profit, projecting net profits of 441 million, 498 million, and 567 million yuan from 2025 to 2027 [11] Group 3: Industry Trends - The report notes that the copper and cobalt sectors are experiencing significant growth, with the company expecting revenues of 230.1 billion, 248.5 billion, and 268.4 billion yuan from 2025 to 2027 [12][15] - The report emphasizes the potential of the solid-state battery materials market, with the company forming a comprehensive product matrix to accelerate development [7][8] - The waste-to-energy sector is projected to maintain stable profits, with expected net profits of 3.25 billion, 3.8 billion, and 4.23 billion yuan from 2025 to 2027 [18]