资金流向方面，今日主力资金净流出2947.27万元，占比成交额25.76%。其中，超大单净流出2364.34万 元、占成交额20.67%，大单净流出582.93万元、占成交额5.1%，中单净流出流入910.09万元、占成交额 7.95%，小单净流入2037.18万元、占成交额17.81%。 金融界消息 截至2025年7月29日收盘，清源股份（603628）报收于13.39元，下跌0.37%，换手率 3.16%，成交量8.59万手，成交金额1.14亿元。 天眼查商业履历信息显示，清源科技股份有限公司，成立于2007年，位于厦门市，是一家以从事电气机 械和器材制造业为主的企业。企业注册资本27380万人民币，实缴资本10000万人民币。公司法定代表人 为HONG DANIEL。 通过天眼查大数据分析，清源科技股份有限公司共对外投资了45家企业，参与招投标项目50次，知识产 权方面有商标信息29条，专利信息124条，此外企业还拥有行政许可16个。 来源：金融界 清源股份最新一期业绩显示，截至2025一季报，公司营业总收入3.61亿元、同比增长3.83%，归属净利 润3198.84万元，同比增长191.84%，扣非净 ...

Group 1 - The core viewpoint of the news is that companies are actively engaging in share buyback and employee stock ownership plans to enhance investor confidence and align management interests with shareholders [1][2]. - Shenzhen Overseas Chinese Town Holdings Company plans to increase its stake in Huaqiang City A by investing between 111 million and 220 million RMB within six months, currently holding 48.78% of the total shares [1]. - Chengyi Pharmaceutical announced an employee stock ownership plan for 2025, targeting to raise up to 48.2864 million RMB, with a share price set at 5.02 RMB per share, covering up to 228 employees [1][2]. Group 2 - The employee stock ownership plan has performance targets for revenue and net profit from 2025 to 2027, with growth rates set at 30%, 55%, and 85% for revenue, and 35%, 65%, and 100% for net profit [2]. - Several companies have announced plans for share reductions by executives and major shareholders, including Jinzheng Co., which plans to reduce up to 28.8 million shares, equivalent to approximately 568 million RMB [3][4][5]. - The reduction plans are set to commence from July 15, indicating a trend of liquidity events in the market as companies adjust their shareholder structures [7][8].

[Performance Forecast Summary](index=1&type=section&id=I.%E3%80%81Current%20Period%20Performance%20Forecast) The company anticipates a substantial year-on-year increase in both net profit attributable to shareholders and non-recurring net profit for the first half of 2025 Key Financial Performance Indicators | Indicator | 2025 H1 Estimated | 2024 H1 Actual | Year-on-Year Change | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | 75 - 90 million yuan | 53.4225 million yuan | +40.39% to +68.47% | | Net Profit Attributable to Shareholders (Excluding Non-recurring Items) | 73 - 88 million yuan | 51.4263 million yuan | +41.95% to +71.12% | [Analysis of Performance Changes](index=2&type=section&id=III.%E3%80%81Main%20Reasons%20for%20Current%20Period%20Performance%20Increase) Performance growth is primarily driven by increased main business revenue and significant foreign exchange gains from major currency appreciation - Key drivers for performance growth include: - Year-on-year revenue growth during the reporting period[9](index=9&type=chunk) - Significant exchange gains due to the appreciation of major settlement foreign currencies (Euro, AUD, GBP, etc.)[9](index=9&type=chunk) [Risk Warning and Other Matters](index=2&type=section&id=IV.%E3%80%81Risk%20Warning) The company confirms no significant uncertainties affect the forecast's accuracy, noting preliminary, unaudited data will be finalized in the semi-annual report - The company states no significant uncertainties exist that could impact the accuracy of this performance forecast[10](index=10&type=chunk) - The forecast data are preliminary and unaudited by certified public accountants, with final figures subject to the officially disclosed semi-annual report[11](index=11&type=chunk)

清源股份（603628）公告，预计2025年半年度实现归属于母公司所有者的净利润7500万元到9000万元， 与上年同期相比，将增加2157.75万元到3657.75万元，同比增加40.39%到68.47%。预计2025年半年度实 现归属于母公司所有者的扣除非经常性损益的净利润7300万元到8800万元，与上年同期相比，将增加 2157.37万元到3657.37万元，同比增加41.95%到71.12%。 ...

Group 1 - The National New Office will hold two press conferences on July 14, focusing on the financial statistics for the first half of 2025 and import-export data [1] - The 12th World Chemical Engineering Conference and the 21st Asia-Pacific Chemical Alliance Conference will take place from July 14 to 18, addressing challenges in chemical engineering and future talent education [2] Group 2 - On July 14, a total of 14 companies will have their restricted shares unlocked, with a total unlock volume of 1.008 billion shares, amounting to a market value of 14.507 billion yuan [3] - Six companies will have over 10 million shares unlocked, with Zhaoxin Co., Beixin Road and Bridge, and Tianyue Advanced leading in unlock volume [3] - The companies with the highest unlock market value include Tianyue Advanced, Xinghui Huan Material, and Huasheng Lithium Battery, with values of 7.487 billion yuan, 2.753 billion yuan, and 1.826 billion yuan respectively [3] Group 3 - Four companies disclosed stock repurchase progress on July 14, with one company reporting ongoing repurchase and three completing their repurchase plans [4] - The highest repurchase amount reported was 20.0616 million yuan by Cambrian [4] - Companies that completed repurchases include Wanhua Chemical, Qingyuan Co., and Mercury Home Textiles, with repurchase amounts of 500 million yuan, 4.2422 million yuan, and 291,900 yuan respectively [4] Group 4 - A total of 106.5 billion yuan in 7-day reverse repos will mature today, following a central bank operation on July 7 with an interest rate of 1.40% [5] Group 5 - Economic data such as India's June CPI year-on-year and Japan's May production capacity index will be released [6]

Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, highlighting changes in control, major asset acquisitions, and performance forecasts for the first half of 2025. Group 1: Control Changes and Stock Suspension - Yangdian Technology is planning a change in control, leading to a stock suspension starting July 14, 2025, for up to 2 trading days [3] - Yuanli Co. is also planning to acquire control of Fujian Tongsheng New Materials Technology, resulting in a stock suspension starting July 14, 2025, for up to 10 trading days [5] - Kanghua Bio is planning a change in control, with stock suspension starting July 14, 2025, for up to 2 trading days [6] - Fuda Alloy is planning to acquire at least 51% of Guangda Electronics, which constitutes a major asset restructuring but will not change the actual controller [7] Group 2: Performance Forecasts - Limin Co. expects a net profit of 260 million to 280 million yuan for H1 2025, a year-on-year increase of 719.25% to 782.27% due to rising sales and prices [9] - Zijin Mining anticipates a net profit of approximately 23.2 billion yuan for H1 2025, a year-on-year increase of about 54% [10] - Chunqiu Electronics forecasts a net profit of 90 million to 110 million yuan for H1 2025, an increase of 236.05% to 310.72% [11] - Jinqilin expects a net profit of around 106 million yuan for H1 2025, a year-on-year increase of 222.36% [12] - Beihua Co. anticipates a net profit of 98 million to 111 million yuan for H1 2025, a year-on-year increase of 182.72% to 220.23% [14] - Guojin Securities expects a net profit of 1.092 billion to 1.137 billion yuan for H1 2025, a year-on-year increase of 140% to 150% [15] - Jiu Yuan Silver Sea forecasts a net profit of 26.49 million to 32.25 million yuan for H1 2025, a year-on-year increase of 130% to 180% [16] - Lankai Technology expects a net profit of 1.1 billion to 1.2 billion yuan for H1 2025, a year-on-year increase of 85.5% to 102.36% [17] - Changcheng Securities anticipates a net profit of 1.335 billion to 1.407 billion yuan for H1 2025, a year-on-year increase of 85% to 95% [18] - Weilan Lithium Core expects a net profit of 300 million to 360 million yuan for H1 2025, a year-on-year increase of 79.29% to 115.15% [19] - Yinlong Co. forecasts a net profit of 161 million to 181 million yuan for H1 2025, a year-on-year increase of 60% to 80% [21] - Aopumai expects a net profit of approximately 37 million yuan for H1 2025, a year-on-year increase of 53.28% [22] - Bailong Dongfang anticipates a net profit of 350 million to 410 million yuan for H1 2025, a year-on-year increase of 50.21% to 75.97% [23] - Shanghai Electric expects a net profit of 1.754 billion to 2.087 billion yuan for H1 2025, a year-on-year increase of 32.18% to 57.27% [24] - Huazhong Securities expects a net profit of 1.035 billion yuan for H1 2025, a year-on-year increase of 44.94% [25] - Bailong Chuangyuan anticipates a net profit of 171 million yuan for H1 2025, a year-on-year increase of 42.68% [26] - Chengyi Pharmaceutical expects a net profit of 107 million to 119 million yuan for H1 2025, a year-on-year increase of 40% to 55% [27] - Jinhai Biological anticipates a net profit of 127 million to 141 million yuan for H1 2025, a year-on-year increase of 40% to 55% [28] - Kanda New Materials expects a net profit of 50 million to 55 million yuan for H1 2025, turning from loss to profit [29] - China Shenhua expects a net profit of 23.6 billion to 25.6 billion yuan for H1 2025, a year-on-year decrease of 8.6% to 15.7% [30] - ST Songfa anticipates a net profit of 580 million to 700 million yuan for H1 2025, turning from loss to profit [31] - Chengxing Co. expects a net profit of 16 million to 23 million yuan for H1 2025, turning from loss to profit [33] - Ningbo Fubon anticipates a net profit of 8 million to 12 million yuan for H1 2025, turning from loss to profit [34] - ST Yundong expects a loss of 100 million to 150 million yuan for H1 2025, worsening from the previous year [35] - Kairuide expects a loss of 15 million to 22 million yuan for H1 2025, turning from profit to loss [36] Group 3: Shareholding Changes - Defu Technology's shareholders plan to reduce their holdings by up to 4.04% [38] - Jinzhen Co.'s shareholders plan to reduce their holdings by up to 3.04% [39] - Shikong Technology's shareholder plans to reduce their holdings by up to 3% [40] - Qilu Bank's shareholder plans to reduce their holdings by up to 1.1% [41] - Zhongci Electronics' shareholder plans to reduce their holdings by up to 1% [42] - Jiamei Packaging's shareholders plan to reduce their holdings by up to 1% [43] - Saike Xide's shareholder plans to reduce their holdings by up to 1% [44] - Gongda High-tech's general manager plans to reduce their holdings by up to 0.3424% [46] - Qingyuan Co.'s shareholder plans to reduce their holdings by up to 273,800 shares [47] Group 4: Major Contracts - Dashijiang expects to win a procurement project worth 122 million yuan [49] - Robotech signed significant daily operational contracts worth approximately 14.18 million USD [50]

Group 1 - The core viewpoint of the articles highlights various companies' shareholder actions, financial forecasts, and market activities, indicating potential investment opportunities and risks in the market [1][2]. Group 2 - Qingyuan Co., Ltd. plans to reduce its shareholding by no more than 1% of the company's total shares [1] - Jiamei Packaging also intends to collectively reduce its shareholding by no more than 1% [1] - ST Dongshi is publicly recruiting investors for restructuring [1] - Hongcheng Convertible Bond will not be forcibly redeemed [1] - Jintian Co., Ltd. expects a net profit of 340 million to 400 million for the first half of 2025, representing a year-on-year increase of 176.66% to 225.48% [1] - Meijin Energy anticipates a loss of 700 million to 480 million for the first half of 2025 [1] - Zhonglu Convertible Bond and Kuitian Convertible Bond will not undergo adjustments [1] - Xizhen Convertible Bond has been listed [1] - Shanda Electric Power and Jiyuan Group are new stocks available for subscription on the Shanghai and Shenzhen exchanges [1] - Southern Universal Data Center REIT (508060) and Southern Runze Technology Data Center REIT (180901) are available for subscription [1]

Corporate Announcements - Yangdian Technology is planning a change in control, leading to a suspension of its stock from July 14, 2025, for up to 2 trading days [3] - Degute is planning to acquire 100% of Haowei Technology through a combination of share issuance and cash payment, with stock resuming trading on July 14, 2025 [4] - Yuanli Co. is planning to acquire control of Fujian Tongsheng New Materials Technology, resulting in a stock suspension starting July 14, 2025, for up to 10 trading days [5] - Kanghua Bio is also planning a change in control, with stock suspension from July 14, 2025, for up to 2 trading days [6] - Fuda Alloy is planning to acquire at least 51% of Guangda Electronics, which will constitute a major asset restructuring but will not change the actual controller [7] Performance Forecasts - Limin Co. expects a net profit of 260 million to 280 million yuan for the first half of 2025, a year-on-year increase of 719.25% to 782.27% [9] - Zijin Mining anticipates a net profit of approximately 23.2 billion yuan for the first half of 2025, a year-on-year increase of about 54% [10] - Chunqiu Electronics forecasts a net profit of 9 million to 11 million yuan, an increase of 236.05% to 310.72% year-on-year [12] - Jinqilin expects a net profit of approximately 106 million yuan, a year-on-year increase of 222.36% [13] - Beihua Co. anticipates a net profit of 98 million to 111 million yuan, a year-on-year increase of 182.72% to 220.23% [14] - Guojin Securities expects a net profit of 1.092 billion to 1.137 billion yuan, a year-on-year increase of 140% to 150% [15] - Jiuyuan Silver Sea forecasts a net profit of 26.49 million to 32.25 million yuan, a year-on-year increase of 130% to 180% [16] - Lankai Technology expects a net profit of 1.1 billion to 1.2 billion yuan, a year-on-year increase of 85.5% to 102.36% [17] - Changcheng Securities anticipates a net profit of 1.335 billion to 1.407 billion yuan, a year-on-year increase of 85% to 95% [18] - Weilan Lithium Core expects a net profit of 300 million to 360 million yuan, a year-on-year increase of 79.29% to 115.15% [19] - Yinlong Co. forecasts a net profit of 161 million to 181 million yuan, a year-on-year increase of 60% to 80% [20] - Aopumai expects a net profit of approximately 37 million yuan, a year-on-year increase of 53.28% [22] - Bailong Dongfang anticipates a net profit of 350 million to 410 million yuan, a year-on-year increase of 50.21% to 75.97% [23] - Shanghai Electric expects a net profit of 1.754 billion to 2.087 billion yuan, a year-on-year increase of 32.18% to 57.27% [24] - Huazheng Securities reports a net profit of 1.035 billion yuan, a year-on-year increase of 44.94% [25] - Bailong Chuangyuan expects a net profit of 171 million yuan, a year-on-year increase of 42.68% [26] - Chengyi Pharmaceutical anticipates a net profit of 107 million to 119 million yuan, a year-on-year increase of 40% to 55% [27] - Jinhai Biological expects a net profit of 127 million to 141 million yuan, a year-on-year increase of 40% to 55% [28] - Kangda New Materials forecasts a net profit of 50 million to 55 million yuan, turning from loss to profit [29] - China Shenhua expects a net profit of 23.6 billion to 25.6 billion yuan, a year-on-year decrease of 8.6% to 15.7% [30] - ST Songfa anticipates a net profit of 580 million to 700 million yuan, turning from loss to profit [31] - Chengxing Co. expects a net profit of 16 million to 23 million yuan, turning from loss to profit [32] - Bofubang anticipates a net profit of 8 million to 12 million yuan, turning from loss to profit [33] - ST Yundong expects a loss of 100 million to 150 million yuan, an increase in loss compared to the previous year [34] - Kerryde expects a loss of 15 million to 22 million yuan, turning from profit to loss [35] Shareholding Changes - Defu Technology's shareholders plan to reduce their holdings by up to 4.04% [37] - Jinzhen Co.'s shareholders plan to reduce their holdings by up to 3.04% [38] - Shikong Technology's shareholder plans to reduce their holdings by up to 3% [39] - Qilu Bank's shareholder plans to reduce their holdings by up to 1.1% [40] - Zhongci Electronics' shareholder plans to reduce their holdings by up to 1% [41] - Jiamei Packaging's shareholders plan to reduce their holdings by up to 1% [42] - Saike Xide's shareholder plans to reduce their holdings by up to 1% [43] - Gongda High-Tech's general manager plans to reduce their holdings by up to 0.3424% [44] - Qingyuan Co.'s shareholder plans to reduce their holdings by up to 273,800 shares [45] Major Contracts - Dash Intelligent has been pre-awarded a procurement project worth 122 million yuan [46] - Robotech has signed significant daily operational contracts amounting to approximately 1.418 million USD [48]

Core Viewpoint - The announcement details a share reduction plan by a major shareholder, Wang Xiaoming, who intends to sell up to 2,738,000 shares of Qingyuan Technology Co., Ltd. between August 4, 2025, and November 3, 2025, due to personal financial needs [2][4][11]. Group 1: Shareholder Information - Wang Xiaoming holds 11,971,643 shares, representing 4.37% of the total shares of Qingyuan Technology Co., Ltd. [3][4] - Together with his action-in-concert party, Xiamen Heying Investment Management Co., Ltd., they hold a total of 16,324,693 shares, accounting for 5.96% of the company [3][4]. Group 2: Reduction Plan Details - The planned reduction is limited to a maximum of 1.00% of the total shares, specifically 2,738,000 shares [4][11]. - The reduction will occur through centralized bidding, and the shares to be sold are from those held prior to the company's IPO [4][5]. - The reduction period is set from August 4, 2025, to November 3, 2025 [4][11]. Group 3: Compliance and Commitments - Wang Xiaoming's reduction price will not be lower than the IPO price of 5.57 yuan per share, adjusted for any corporate actions such as dividends or stock splits [5][8]. - He has made commitments regarding the holding period and conditions under which shares may be sold, including a 36-month lock-up period post-IPO [6][7][8]. - The company confirms that the reduction plan complies with relevant regulations and will not affect the company's governance structure or ongoing operations significantly [11].

清源科技股份有限公司 | 证券代码：603628 | 证券简称：清源股份 | 公告编号：2025-050 | | --- | --- | --- | | 债券代码：113694 | 债券简称：清源转债 | | 清源科技股份有限公司 关于 5%以上股东集中竞价减持股份计划公告 本公司董事会、全体董事及相关股东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。 清源科技股份有限公司 重要内容提示： 清源科技股份有限公司（以下简称"公司"或"清源股份"）于 2025 年 7 月 11 日收到 5%以上股东王小明先生出具的《关于减持清源科技股份有限公司股份计 划的告知函》。具体情况如下： | 股东名称 | 王小明 | | | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 √否 | | | 直接持股 5%以上股东 | □是 √否 | | | 董事、监事和高级管理人员 | □是 √否 | | | 其他：股东及一致行动人累计持股 | 5%以上 | | 持股数量 | 11,971,643股 | | 一、减持主体的基本情况 ...