证券代码：603586 证券简称：金麒麟 公告编号：2025-027 山东金麒麟股份有限公司 监事会决议公告 二、监事会会议审议情况 会议审议通过了以下议案，并形成了决议： (一)《山东金麒麟股份有限公司2025年半年度报告全文及摘要》 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 山东金麒麟股份有限公司(以下简称"公司")第五届监事会 2025 年第三次会 议于 2025 年 8 月 11 日以书面、电话和电子邮件等方式通知全体监事，并于 2025 年 8 月 21 日在公司监事会会议室以现场方式召开。会议由监事会主席张永华先 生召集并主持，会议应出席监事 3 名，实际出席监事 3 名，公司董事会秘书列席 了会议。会议的通知、召开及审议程序符合《公司法》等法律法规及《公司章程》 的规定，所作决议合法有效。 监事会认为：公司2025年半年度报告全文及摘要的编制和审议程序符合法律 法规、《公司章程》和公司内部管理制度等各项规定；公司2025年半年度报告全 文及摘要的内容和格式符合中国证监会和上海证 ...

证券代码：603586 证券简称：金麒麟 公告编号：2025-026 山东金麒麟股份有限公司 董事会决议公告 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个别及连带责任。 （二）《山东金麒麟股份有限公司 2025 年半年度募集资金存放与使用情况 的专项报告》 二、董事会会议审议情况 会议审议通过了以下议案，并形成了决议： （一）《山东金麒麟股份有限公司 2025 年半年度报告全文及摘要》 表决结果：9 票同意，0 票反对，0 票弃权。 《山东金麒麟股份有限公司 2025 年半年度报告全文及摘要》已经公司董事 会审计委员会审议通过，一致认为：公司 2025 年半年度报告全文及摘要的编制 和审议程序符合法律法规、《公司章程》和公司内部管理制度等各项规定；公司 2025 年半年度报告全文及摘要的内容和格式符合中国证监会和上海证券交易所 的各项规定，所包含的信息公允的反映了公司报告期内的财务状况和经营成果， 所包含的信息能从各个方面真实地反映出公司报告期内的经营管理和财务状况 等事项；未发现参与公司年度报告编制和审议的人员有泄漏报告信息的行为 ...

[Glossary](index=4&type=section&id=Item%201.%20Glossary) This chapter defines professional terms and company entity abbreviations used in the report for better investor understanding - This chapter primarily defines professional terms and company entity abbreviations used in the report[14](index=14&type=chunk) [Company Profile and Key Financial Indicators](index=5&type=section&id=Item%202.%20Company%20Profile%20and%20Key%20Financial%20Indicators) [Basic Company Information](index=5&type=section&id=Item%202.1.%20Basic%20Company%20Information) This chapter provides an overview of the company's basic business registration, contact details, stock listing, and code Basic Company Information | Item | Content | | :--- | :--- | | Chinese Name | Shandong Jinqilin Co., Ltd. | | Chinese Abbreviation | Jinqilin | | Legal Representative | Sun Peng | | Stock Exchange | Shanghai Stock Exchange | | Stock Abbreviation | Jinqilin | | Stock Code | 603586 | [Key Accounting Data and Financial Indicators](index=5&type=section&id=Item%202.7.%20Key%20Accounting%20Data%20and%20Financial%20Indicators) H1 2025 saw significant performance growth, with operating revenue, net profit, and operating cash flow all increasing substantially Key Accounting Data | Key Accounting Data | Current Period (Jan-Jun) | Prior Year Period | YoY Change (%) | | :--- | :--- | :--- | :--- | | Operating Revenue | 964,374,020.37 CNY | 775,604,102.52 CNY | 24.34% | | Net Profit Attributable to Shareholders | 107,696,721.46 CNY | 33,021,644.47 CNY | 226.14% | | Net Profit Attributable to Shareholders (Excluding Non-recurring Items) | 106,268,189.44 CNY | 33,959,727.84 CNY | 212.92% | | Net Cash Flow from Operating Activities | 102,579,493.39 CNY | 27,269,798.93 CNY | 276.17% | Key Financial Indicators | Key Financial Indicators | Current Period (Jan-Jun) | Prior Year Period | YoY Change | | :--- | :--- | :--- | :--- | | Basic Earnings Per Share (CNY/share) | 0.55 | 0.17 | 223.53% | | Weighted Average Return on Net Assets (%) | 4.64% | 1.46% | 3.18 percentage points increase | - The growth in the company's financial indicators is primarily attributed to increased sales of main products, receipt of investment fund dividends, and the impact of exchange rate fluctuations during the reporting period[23](index=23&type=chunk) [Non-recurring Gains and Losses Items and Amounts](index=6&type=section&id=Item%202.9.%20Non-recurring%20Gains%20and%20Losses%20Items%20and%20Amounts) Non-recurring gains and losses totaled **1.43 million CNY**, primarily from entrusted investment gains and government subsidies Non-recurring Gains and Losses | Non-recurring Gains and Losses Item | Amount (CNY) | | :--- | :--- | | Government Subsidies | 984,192.03 | | Gains/Losses from Entrusted Investment or Asset Management | 1,050,333.33 | | Gains/Losses from Fair Value Changes of Financial Assets/Liabilities | -281,318.08 | | Other Non-operating Income and Expenses | -138,106.72 | | Gains/Losses from Disposal of Non-current Assets | -5,768.10 | | Income Tax Impact | -180,800.44 | | **Total** | **1,428,532.02** | [Management Discussion and Analysis](index=8&type=section&id=Item%203.%20Management%20Discussion%20and%20Analysis) [Industry and Main Business Overview during the Reporting Period](index=8&type=section&id=Item%203.1.%20Industry%20and%20Main%20Business%20Overview%20during%20the%20Reporting%20Period) The company manufactures friction materials and braking products for global automotive AM and OEM markets, with overseas AM as its main revenue source - The company primarily engages in the R&D, production, and sales of friction materials and braking products, belonging to the automotive parts and accessories manufacturing industry, with its development closely linked to the downstream automotive sector[29](index=29&type=chunk) - The company's main products are automotive brake pads and brake discs, with over **300 formulas** capable of producing **6,800 types of brake pads** and over **4,600 types of brake discs** suitable for mainstream global vehicle models, primarily targeting the overseas AM market while also supplying OEM parts to manufacturers like Daimler[33](index=33&type=chunk) - The company employs diversified sales models: the overseas AM market primarily uses ODM, leveraging core R&D technology; the domestic AM market sells through distributors under its own brands (e.g., "LPB Jinqilin"); and the OEM market directly supplies braking system integrators[43](index=43&type=chunk)[44](index=44&type=chunk)[46](index=46&type=chunk) [Discussion and Analysis of Operations](index=13&type=section&id=Item%203.2.%20Discussion%20and%20Analysis%20of%20Operations) H1 2025 saw strong revenue and net profit growth, driven by international market expansion, domestic aftermarket sales, and R&D initiatives Key Operating Indicators | Indicator | H1 2025 | YoY Growth | | :--- | :--- | :--- | | Operating Revenue | 964 million CNY | 24.34% | | Net Profit Attributable to Shareholders | 108 million CNY | 226.14% | | Net Cash Flow from Operating Activities | 103 million CNY | 276.17% | - In terms of market expansion, the company actively responded to Sino-US trade friction, maintaining cooperation with US customers while focusing on developing emerging markets through global exhibitions, with **5 new customers** entering the transaction stage, and domestic aftermarket brake disc sales increasing by **44.65%**[46](index=46&type=chunk)[47](index=47&type=chunk) - In R&D and innovation, the company continues to advance formula development compliant with Euro 7 brake dust emission regulations, steadily progressing the European Mercedes-Benz OES project for mass production, and increasing R&D investment in new energy vehicle products[49](index=49&type=chunk) [Analysis of Core Competencies during the Reporting Period](index=15&type=section&id=Item%203.3.%20Analysis%20of%20Core%20Competencies%20during%20the%20Reporting%20Period) Core competencies include advanced technology, extensive customer base, broad product range, high-quality systems, and 'one-stop' supply capability - Technology and Manufacturing Advantage: The company possesses independent R&D capabilities, a "National Certified Enterprise Technology Center," and masters over **300 brake friction material formulas**, including high-end ceramic formulas[52](index=52&type=chunk) - Scale and Product Variety Advantage: The company is one of the largest enterprises in the domestic industry, offering over **6,800 varieties of brake pads** and over **4,600 varieties of brake discs** to meet customers' "small batch, multi-variety" demands[53](index=53&type=chunk) - Quality Advantage: The company has passed high-level quality system certifications such as IATF16949:2016, with products meeting strict domestic and international standards including GB5763-2018, AMECA, NSF, and ECER90, and a large number of products have obtained E-Mark certification[53](index=53&type=chunk)[54](index=54&type=chunk) [Main Operating Conditions during the Reporting Period](index=16&type=section&id=Item%203.4.%20Main%20Operating%20Conditions%20during%20the%20Reporting%20Period) Key financial accounts showed significant changes, including increased revenue and costs, decreased financial expenses due to exchange rates, and higher operating cash flow, alongside reduced contract liabilities and long-term borrowings Income Statement Items | Item | Current Period Amount (CNY) | Prior Year Period Amount (CNY) | Change (%) | Primary Reason | | :--- | :--- | :--- | :--- | :--- | | Operating Revenue | 964,374,020.37 | 775,604,102.52 | 24.34 | Increased sales of main products | | Operating Cost | 752,739,616.02 | 609,255,845.77 | 23.55 | Increased sales of main products | | Financial Expenses | -16,893,128.66 | 5,823,544.23 | -390.08 | Exchange rate fluctuations | | Net Cash Flow from Operating Activities | 102,579,493.39 | 27,269,798.93 | 276.17 | Increased sales and collections | Balance Sheet Items | Asset/Liability Item | Period-End Amount (CNY) | Prior Year-End Amount (CNY) | Change (%) | Primary Reason | | :--- | :--- | :--- | :--- | :--- | | Contract Liabilities | 2,802,028.53 | 12,890,118.41 | -78.26 | Decrease in product sales prepayments | | Long-term Borrowings | 30,000,000.00 | 60,000,000.00 | -50.00 | Reclassification of some long-term borrowings due within one year | | Non-current Liabilities Due Within One Year | 60,642,937.09 | 974,974.19 | 6,119.95 | Reclassification of long-term borrowings due within one year | [Analysis of Investment Status](index=18&type=section&id=Item%203.4.4.%20Analysis%20of%20Investment%20Status) Main equity investments include a new energy vehicle fund and a 50/50 joint venture with Brembo (Boqilin) for the international brake pad aftermarket - The company, as a limited partner, invested **75 million CNY** (accounting for **29.70%**) to establish Zhuhai Shangqi Huajin Automotive Industry Equity Investment Fund, primarily investing in new energy and intelligent connected vehicle sectors[62](index=62&type=chunk) - In 2022, the company established a joint venture, Boqilin, with Brembo, with both parties contributing **50%** each, aiming to combine their strengths to serve the aftermarket for passenger vehicles, light commercial vehicles, and heavy-duty trucks[63](index=63&type=chunk) [Potential Risks](index=19&type=section&id=Item%203.5.1.%20Potential%20Risks) The company faces risks in product quality, export operations, raw material price volatility, RMB appreciation, and operational management due to scale expansion - Product Quality Risk: Brake pads and discs are critical automotive safety components, and any significant quality issues could lead to substantial losses and impact product certification and sales[64](index=64&type=chunk) - Export Business Operational Risk: Over **80%** of the company's main business revenue comes from exports, and changes in the political and economic environment or trade policies of destination countries and regions will adversely affect operating performance[64](index=64&type=chunk) - Raw Material Price Fluctuation Risk: Significant fluctuations in the prices of major raw materials like steel, if product price adjustments lag, will have a considerable impact on production costs and profitability[65](index=65&type=chunk) - Exchange Loss Risk: The company's exports are primarily settled in USD, and RMB appreciation will lead to exchange losses, adversely affecting operating performance[65](index=65&type=chunk) [Corporate Governance, Environment, and Society](index=21&type=section&id=Item%204.%20Corporate%20Governance%2C%20Environment%2C%20and%20Society) No changes occurred in directors, supervisors, or senior management, no half-year profit distribution plan was set, and a subsidiary was listed for environmental disclosure - During the reporting period, there were no changes in the company's directors, supervisors, or senior management[69](index=69&type=chunk) - The company has no half-year profit distribution or capital reserve capitalization plan[69](index=69&type=chunk) - The subsidiary "Jinan Jinqilin Brake System Co., Ltd." was included in the list of enterprises required to disclose environmental information by law[70](index=70&type=chunk) [Significant Matters](index=22&type=section&id=Item%205.%20Significant%20Matters) [Fulfillment of Commitments](index=22&type=section&id=Item%205.1.%20Fulfillment%20of%20Commitments) The company and related parties strictly fulfilled all IPO commitments, including resolving horizontal competition and share lock-up - The company's controlling shareholder, Jinqilin Investment, and actual controller, Sun Zhongyi, committed not to engage in businesses that compete with the company, and this long-term commitment was strictly fulfilled during the reporting period[73](index=73&type=chunk) [Significant Related Party Transactions](index=26&type=section&id=Item%205.10.%20Significant%20Related%20Party%20Transactions) Significant related party transactions with joint venture Boqilin totaled **107 million CNY**, and the financing counter-guarantee obligation was fulfilled - The company expects to have ordinary related party transactions with affiliate Boqilin not exceeding **307.2412 million CNY** for 2025, with actual transactions during the reporting period amounting to **106.6382 million CNY**, of which material sales transactions were **97.5222 million CNY**[78](index=78&type=chunk)[79](index=79&type=chunk) - As of April 2025, Boqilin had repaid the **40 million CNY** loan, and the company's counter-guarantee obligation for it was fulfilled[82](index=82&type=chunk)[86](index=86&type=chunk) [Significant Contracts and Their Fulfillment](index=27&type=section&id=Item%205.11.%20Significant%20Contracts%20and%20Their%20Fulfillment) The company's **25 million CNY** guarantee for joint venture Boqilin was fulfilled, resulting in a zero external guarantee balance at period-end - The company's guarantee for joint venture Boqilin was fulfilled by April 2025, as Boqilin repaid the **40 million CNY** loan on schedule[86](index=86&type=chunk) Guarantee Information | Guarantee Status | Amount (million CNY) | | :--- | :--- | | Total Guarantees Issued During Reporting Period | -25.00 | | Total Guarantee Balance at Period-End | 0.00 | [Explanation of Proceeds Utilization Progress](index=30&type=section&id=Item%205.12.%20Explanation%20of%20Proceeds%20Utilization%20Progress) All IPO fundraising projects are complete, with **103.47 million CNY** from a brake disc project transferred to working capital, and all special accounts closed - The company's net proceeds from its initial public offering amounted to **1.04 billion CNY**, with a cumulative investment of **900 million CNY** as of the end of the reporting period, representing an investment progress of **86.52%**[88](index=88&type=chunk) - During the reporting period, the company completed the "Annual Production of 6 Million High-Performance Automotive Brake Discs Project" and permanently transferred the remaining **103.4688 million CNY** of raised funds to supplement working capital[92](index=92&type=chunk) - All special fundraising accounts opened by the company for its initial public offering have been closed[93](index=93&type=chunk) [Share Changes and Shareholder Information](index=33&type=section&id=Item%206.%20Share%20Changes%20and%20Shareholder%20Information) Total share capital and structure remained unchanged, with **20,483** common shareholders and stable equity among the top three shareholders - During the reporting period, the company's total share capital and capital structure remained unchanged[96](index=96&type=chunk) Top Three Shareholders | Shareholder Name | Shares Held at Period-End | Proportion (%) | | :--- | :--- | :--- | | Shandong Jinqilin Investment Management Co., Ltd. | 90,672,757 | 46.25 | | Sun Zhongyi | 19,300,062 | 9.84 | | Leling Jinfeng Investment Management Co., Ltd. | 7,012,698 | 3.58 | [Bond-Related Information](index=36&type=section&id=Item%207.%20Bond-Related%20Information) This chapter clarifies that the company has no outstanding corporate bonds, enterprise bonds, or convertible corporate bonds - The company has no outstanding corporate bonds (including enterprise bonds) or non-financial enterprise debt financing instruments[103](index=103&type=chunk) - The company has no outstanding convertible corporate bonds[103](index=103&type=chunk) [Financial Report](index=37&type=section&id=Item%208.%20Financial%20Report) [Financial Statements](index=37&type=section&id=Item%208.2.%20Financial%20Statements) This chapter presents the company's unaudited H1 2025 consolidated and parent company financial statements, reflecting financial position, operating results, and cash flows - Consolidated balance sheet and parent company balance sheet as of June 30, 2025 are provided[105](index=105&type=chunk)[108](index=108&type=chunk) - Consolidated income statement and parent company income statement for January-June 2025 are provided[110](index=110&type=chunk)[114](index=114&type=chunk) - Consolidated cash flow statement and parent company cash flow statement for January-June 2025 are provided[117](index=117&type=chunk)[120](index=120&type=chunk) [Significant Accounting Policies and Estimates](index=60&type=section&id=Item%208.5.%20Significant%20Accounting%20Policies%20and%20Estimates) This chapter details fundamental accounting principles, policies, and estimates for financial instruments, inventories, fixed assets, revenue recognition, and government grants - Financial statements are prepared on a going concern basis and in accordance with the requirements of the Enterprise Accounting Standards[135](index=135&type=chunk)[136](index=136&type=chunk) - Revenue recognition policy: Revenue is recognized when the customer obtains control of the related goods or services, typically for export business, when export customs procedures are completed and bills of lading or other documents are obtained[223](index=223&type=chunk)[227](index=227&type=chunk) - Impairment of financial instruments adopts the expected credit loss model, with bad debt provisions for receivables calculated based on aging portfolios[165](index=165&type=chunk)[167](index=167&type=chunk) [Notes to Consolidated Financial Statements](index=90&type=section&id=Item%208.7.%20Notes%20to%20Consolidated%20Financial%20Statements) This chapter provides detailed notes for major consolidated financial statement items, including assets, liabilities, and owners' equity - As of period-end, the company's monetary funds balance was **746 million CNY**, of which **1.0058 million CNY** were restricted funds (primarily deposits)[252](index=252&type=chunk) - Accounts receivable had a book balance of **660 million CNY** at period-end, with bad debt provisions of **40.2359 million CNY**, resulting in a book value of **619 million CNY**, and the top five customers' accounts receivable collectively accounted for **49.53%** of the total[262](index=262&type=chunk)[265](index=265&type=chunk) - Long-term equity investments had a book value of **69.5831 million CNY** at period-end, entirely comprising investments in joint venture Shandong Boqilin Friction Material Technology Co., Ltd[296](index=296&type=chunk)

专题：第二届新浪财经金麒麟最佳投资顾问评选 公募基金模拟配置组评比中中银证券投顾杨捍卫以周收益率9.7%居周榜首位，其次方正证券投资顾问 洪晓伟以周收益率8.53%居第二，国元证券投顾吴达耀以周收益率8.5%居周榜第三。 股票组周榜明细如下： | 名次 | 姓名 | 机构 | 周收益率 | | --- | --- | --- | --- | | 1 | 廖子槐 | 国信证券 | 20.72% | | 2 | 朱洪佩 | 国金证券 | 20.65% | | 3 | 范依楠 | 恒泰证券 | 20.32% | | 4 | 洪晓伟 | 方正证券 | 19.06% | | 5 | 谢海涛 | 国盛证券 | 18.32% | | 6 | 张嘉嘉 | 方正证券 | 18.11% | | 7 | 陈丙寅 | 国盛证券 | 18.01% | | 8 | 王翀炜 | 信达证券 | 17.99% | | 9 | 杨峰 | 江海证券 | 17.82% | | 10 | 肖潇 | 国金证券 | 17.58% | 场内ETF模拟交易组评比中财通证券投资顾问吴胤超以周收益率10.36%居周榜首位，值得关注的是，这 是吴胤超连续三周蝉联E ...

Core Insights - Liu Zhenggong, an investment advisor from CICC Wealth Securities, achieved the seventh place in the public fund simulation portfolio ranking for July, with a monthly return rate of 11.51% [1][2] Group 1: Investment Strategies and Market Outlook - Liu Zhenggong identified a bullish trend in the Shanghai Composite Index and focused on the Hong Kong stock market's potential, particularly in the innovative pharmaceutical and military sectors [2] - The current market is viewed as a "slow bull" phase with ample liquidity, with short-term focus on sectors like sci-tech, big data, and AI, while mid-to-long-term prospects favor military, robotics, and innovative pharmaceuticals [2] Group 2: Challenges and Transformation in Wealth Management - Investment advisors face challenges due to technological disruption, increased client expectations, and regulatory complexities, necessitating a transformation in their roles and capabilities [3] - The shift from product sales to client-centered service is emphasized, with a focus on providing comprehensive wealth planning and utilizing technology for enhanced service delivery [3] Group 3: Innovations and Service Model of CICC Wealth Securities - CICC Wealth Securities has implemented several key innovations, including a transition from a "sell-side" to a "buy-side" service model, restructuring service processes, and integrating AI for improved service [4] - The company has moved away from commission-based models to a fee structure based on assets under management (AUM), aligning long-term interests with clients [4] - The "China 50" private account product has shown significant success, with over 90% of clients profitable and a high retention rate, indicating strong client satisfaction and engagement [4]

Core Viewpoint - The investment advisory industry in China is experiencing significant growth, driven by increasing wealth management awareness among residents and the evolving role of investment advisors as key facilitators in asset allocation [1][3]. Group 1: Investment Advisor Performance - Yu Yang from Shenwan Hongyuan Securities in Heilongjiang achieved third place in the July stock simulation competition, with a monthly return of 33.18% [2]. - The current competition's overall return rates are higher compared to the previous year's, attributed to unique market conditions and a shift from medium-term to high-frequency trading strategies [3][4]. Group 2: Market Trends and Opportunities - The innovation drug sector is supported by ongoing policy backing and rapid business development, with significant collaborations leading to record-high upfront payments [4]. - The PCB sector is experiencing explosive growth in demand, with related companies showing substantial performance increases [4][5]. Group 3: Investment Strategy and Market Outlook - The Shanghai Composite Index has surpassed 3700 points, indicating a trend of gradual upward movement, with active trading volumes and a notable increase in margin financing [5]. - Future investment opportunities are anticipated in sectors such as innovative drugs, NVIDIA concepts, robotics, and artificial intelligence, focusing on companies with strong performance support [5]. Group 4: Enhancing Advisory Services - Investment advisors are encouraged to enhance their service philosophy by focusing on specialization, precision, and innovation [6][7]. - The emphasis on "specialization" involves building a comprehensive financial knowledge framework to provide valuable investment advice [7][8]. - "Precision" in service delivery aims to transition from merely meeting client needs to proactively creating value through detailed and responsive service [8][9]. - "Innovation" is crucial for adapting to market changes, utilizing new service formats and technologies to enhance client engagement and experience [9][10]. Group 5: Technological Empowerment in Advisory Services - The integration of big data and artificial intelligence is pivotal for optimizing investment strategies and enhancing client service experiences [10][11]. - Shenwan Hongyuan's advisory team is recognized for its high professional standards and innovative service models, including personalized offerings and a dual evaluation mechanism for service quality [11][12].

Group 1 - The article discusses the growing importance of investment advisors in China's wealth management industry, highlighting the opportunities and challenges they face in a rapidly evolving market [1][4] - The "Second Golden Unicorn Best Investment Advisor Selection" event aims to showcase the capabilities of outstanding investment advisors and promote healthy development in the wealth management sector [1][4] Group 2 - Yang Xu, an investment advisor from Huaxi Securities, achieved the top position in a public fund simulation competition with a monthly return of 18.73%, focusing on core sectors and selecting key stocks [2] - Yang Xu's strategy involved deep analysis of market trends, particularly in the innovative drug sector, which has shown strong growth since April [2][3] Group 3 - The current bullish trend in the stock market is supported by factors such as the easing of policy speculation and the resurgence of interest in rate cuts by the Federal Reserve, contributing to a sustained "slow bull" market [3] - The report suggests focusing on new technologies and growth areas like AI computing, robotics, and solid-state batteries, as well as reallocation opportunities in undervalued state-owned enterprises [3] Group 4 - Investment advisors are facing unprecedented challenges in a complex market environment, requiring enhanced professional skills and innovative service capabilities [4] - The rapid development of financial technology is transforming the wealth management landscape, necessitating continuous learning and adaptation by investment advisors [4][5] Group 5 - Huaxi Securities has implemented innovative measures in its investment advisory services, establishing a comprehensive customer service system that includes consultation, needs analysis, and follow-up services [6] - The company emphasizes the importance of cultivating innovative thinking among investment advisors and integrating financial technology to improve service efficiency and quality [6]

中国经济网北京8月1日讯 今日，兴证证券资产管理有限公司公告，匡伟离任兴证资管金麒麟领先优势 一年持有期混合。 匡伟2008年7月进入金融行业，曾任天相投资顾问有限公司医药分析师，万家基金管理有限公司医药分 析师。2014年10月加入兴证证券资产管理有限公司，历任研究部研究员、权益投资部投资经理、权益投 资部总经理助理、公募投资部总经理助理、公募投资部副总经理、权益研究部副总经理、公募业务部投 资经理。现任公募业务部副总经理、权益投资副总监、基金经理。 兴证资管金麒麟领先优势一年持有期混合A/C成立于2020年4月13日，截至2025年7月31日，其今年来收 益率为20.10%、20.10%，成立来收益率为29.61%、36.77%，累计净值为1.3651元、2.1003元。 ...

Group 1 - The announcement date is August 1, 2025 [1] - The company has completed relevant procedures with the Asset Management Association of China regarding the departure of the fund manager [1] - The company will file the necessary documentation in accordance with regulations [1]

Tariff Benefits - The European Union has extended the suspension of countermeasures against the US until August 1 to allow for further negotiations, following threats from President Trump to impose a 30% tariff on EU goods [4][5][6] - The EU has prepared a countermeasure list involving approximately €210 billion ($245 billion) of US goods, with an additional list of about €720 billion ready if necessary [4] - Mexico is confident in reaching an agreement with the US to avoid the proposed 30% tariffs, with ongoing negotiations aimed at finding alternatives to tariffs [7] A-Share Market Benefits - Multiple listed companies have announced significant profit increases for the first half of 2025, with Li Min Co. expecting a net profit of ¥260 million to ¥280 million, a year-on-year increase of 719.25% to 782.27% [10] - Weilan Lithium expects a net profit of ¥300 million to ¥360 million, reflecting a year-on-year growth of 79.29% to 115.15% due to increased sales in lithium battery business [10] - Lanke Technology anticipates a revenue of approximately ¥2.633 billion, a year-on-year increase of about 58.17%, with net profit expected to rise by 85.50% to 102.36% [10] - Other companies like Chunqiu Electronics and Zijin Mining also project substantial profit growth, with Chunqiu expecting a net profit increase of 236.05% to 310.72% and Zijin projecting an increase of approximately 54% [11][12]