Core Viewpoint - Xingye Co., Ltd. (603928) experienced a significant increase in stock price by 8.09% with a trading volume of 1.271 billion yuan and a turnover rate of 22.71% on the day of reporting [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to a daily price fluctuation of 16.40%, with a net buying amount of 32.82 million yuan from brokerage firms [2] - The top five brokerage firms accounted for a total transaction volume of 179 million yuan, with a buying amount of 106 million yuan and a selling amount of 73.21 million yuan, resulting in a net buying of 32.82 million yuan [2] - The largest buying brokerage was CITIC Securities Shanghai Branch, with a buying amount of 32.26 million yuan, while the largest selling brokerage was Dongfang Caifu Securities Lhasa Financial City South Ring Road Branch, with a selling amount of 16.83 million yuan [2] Recent Performance - Over the past six months, the stock has appeared on the "Dragon and Tiger List" 12 times, with an average price increase of 3.52% the day after being listed and an average increase of 13.70% over the following five days [3] - On the day of reporting, the stock saw a net inflow of 74.01 million yuan in main funds, with a significant inflow of 57.19 million yuan from large orders and 16.82 million yuan from medium orders [3] - The company's Q1 report indicated a revenue of 364 million yuan, representing a year-on-year growth of 8.63%, while net profit was 13.01 million yuan, reflecting a year-on-year decline of 17.47% [3]

证券代码：603928 证券简称：兴业股份 公告编号：2025-029 苏州兴业材料科技股份有限公司 股票交易异常波动公告 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。 重要内容提示： ●苏州兴业材料科技股份有限公司（以下简称"公司"）股票于 2025 年 6 月 30 日、7 月 1 日、7 月 2 日连续三个交易日收盘价格涨幅偏离值累计达 20%， 根据《上海证券交易所股票交易规则》的有关规定，属于股票交易异常波动情 形。自 2025 年 6 月 19 日以来，公司股价累计涨幅为 92.95%。根据中证指数有 限公司发布的相关数据显示（数据统计至 2025 年 7 月 1 日），公司所处的"化 学原料和化学制品制造业" 行业静态市盈率为 24.47 倍、市净率为 1.97 倍， 公司的最新市盈率为 131.04 倍、市净率为 3.47 倍，公司市盈率、市净率已严 重偏离行业平均水平。公司股价短期涨幅巨大，已严重脱离公司基本面，存在 非理性炒作风险，存在短期内股价回调风险。敬请投资者注意二级市场交易风 险。 ●经公司核查及 ...

Group 1 - The chemical sector experienced a collective rebound on July 1, with Hongbaoli leading the surge by hitting the daily limit up [1] - Other stocks such as Shandong Heda, Changqing Technology, and Baihehua also reached the daily limit up, indicating strong market interest in the sector [1] - Hongbaoli's trading volume reached 240 million yuan, with a turnover rate of 3.57%, highlighting its active trading status [1] Group 2 - The chemical industry is a fundamental sector of the national economy, with products widely used in construction, automotive, and electronics [2] - The performance of the chemical sector is closely linked to macroeconomic trends, reflecting the industry's sensitivity to economic conditions [2]

减持后，沈根珍持有公司股份由9,638,070股减少至7,018,070股，公司控股股东、实际控制人及其一致行 动人持有公司股份由180,746,280股减少至178,126,280股，占公司总股本比例由68.97%减少至67.97%， 权益变动触及1%的整数倍。 本次权益变动为公司实际控制人之一沈根珍履行此前披露的减持股份计划所致，不触及要约收购。本次 权益变动不会导致公司控股股东及实际控制人发生变化，不会对公司治理结构及持续经营产生重大影 响。 兴业股份2023年7月4日披露向不特定对象发行可转换公司债券预案。本次向不特定对象发行可转债拟募 集资金总额不超过75,000.00万元(含75,000.00万元)，扣除发行费用后募集资金净额拟投资于特种树脂新 型材料项目(一期)。 2024年4月26日，公司公告称，延长公司向不特定对象发行可转换公司债券股东大会决议有效期及相关 授权有效期，即延长至2025年7月18日。 中国经济网北京7月1日讯兴业股份（603928）(603928.SH)昨日晚间披露《苏州兴业材料科技股份有限 公司持股5%以上股东权益变动触及1%刻度暨股东减持股份结果公告》。 根据公告，公司于 ...

Group 1 - Aike Cyber (688719.SH) shareholders Dachen Chuangtong and Dachen Chuanghong reduced their holdings by 2,298,151 shares, accounting for 1.99% of the total share capital, and did not complete the planned reduction [1] - Benchuan Intelligent (300964.SZ) controlling shareholder Dong Xiaojun reduced his holdings by 355,787 shares, accounting for 0.4582% of the total share capital, bringing his shareholding down to 21.64% [1] - Changlian Co., Ltd. (603648.SH) completed its reduction plan by selling 3,624,050 shares, which is 1% of the total share capital [1] Group 2 - Chuan Yi Technology (002866.SZ) controlling shareholder Zou Weimin and his concerted party reduced their holdings, with Zou's shareholding dropping to 48.53% [2] - Daoshi Technology (300409.SZ) controlling shareholder Rong Jihua plans to reduce his holdings by up to 15,416,611 shares, accounting for 1.97% of the total share capital [2] - Electric Alloy (300697.SZ) completed its reduction plan by selling 2,741,390 shares, which is 0.63% of the total share capital [2] Group 3 - Fujirei (688272.SH) shareholders Suzhou Kongkong, Suzhou Zhaorong, and Shanghai Zhaoren reduced their holdings by 1,215,618 shares, 1,463,490 shares, and 44,944 shares, accounting for 1.60%, 1.93%, and 0.06% of the total share capital respectively [3] - Gaoweida (300465.SZ) controlling shareholder Yingtan Yinggao Investment Consulting Co., Ltd. reduced its holdings by 4,261,700 shares, accounting for 0.96% of the total share capital, bringing its shareholding down to 22.00% [3] - Haizheng Materials (688203.SH) shareholder Sinopec Capital plans to reduce its holdings by up to 3,525,600 shares, accounting for 1.74% of the total share capital [3] Group 4 - Hangyu Micro (300053.SZ) shareholder Yan Jun reduced his holdings by 3,930,000 shares, accounting for 0.56% of the total share capital [4] - He Shi Eye Hospital (301103.SZ) shareholder Advanced Manufacturing Industry Investment Fund plans to reduce its holdings by up to 3,106,074 shares, accounting for 2% of the total share capital [4] - He Yuan Gas (002971.SZ) shareholder Baishide Chuangye completed its reduction plan by selling 854,064 shares, which is 0.415% of the total share capital [4] Group 5 - Huaren Health (301408.SZ) shareholder Saifu Investment reduced its holdings by 2,107,696 shares, accounting for 0.53% of the total share capital [5] - Jiangsu Boyun (301003.SZ) shareholder Gong Wei reduced his holdings by 1,558,900 shares, accounting for 1.57% of the total share capital [5] - Jeya Co., Ltd. (301108.SZ) shareholders Mingyuan Fund and its concerted party did not reduce their holdings, and the reduction plan period expired [5] Group 6 - Longxin General (603766.SH) directors plan to reduce their holdings by up to 350,000 shares and 100,000 shares, accounting for 0.0170% and 0.0049% of the total share capital respectively [6] - Ruchuang Micro-Nano (688002.SH) shareholder Li Weicheng plans to reduce his holdings by up to 8,000,000 shares, accounting for 1.75% of the total share capital [6] - Shilan Micro (600460.SH) shareholder Luo Huabing plans to reduce his holdings by up to 500,000 shares, accounting for 0.03005% of the total share capital [6] Group 7 - Tongfu Microelectronics (002156.SZ) shareholder National Integrated Circuit Industry Investment Fund reduced its holdings by 15,175,969 shares, accounting for 1% of the total share capital [7] - Wangzi New Materials (002735.SZ) controlling shareholder Wang Jinjun reduced his holdings by 9,717,874 shares, accounting for 2.54% of the total share capital [7] - Xingye Co., Ltd. (603928.SH) shareholder Shen Genzhen reduced his holdings by 2,620,000 shares, accounting for 1.00% of the total share capital [7] Group 8 - Yikang Co., Ltd. (301085.SZ) controlling shareholder concerted party reduced its holdings by 633,700 shares, accounting for 0.73% of the total share capital [8] Group 9 - Yiming Pharmaceutical (002826.SZ) major shareholder Zhou Zhan reduced his holdings by 3,586,777 shares, accounting for 1.88% of the total share capital [9] - Yiming Pharmaceutical (002826.SZ) director Xi Ke reduced his holdings by 283,862 shares, accounting for 0.15% of the total share capital [9] - Youyan Powder Materials (688456.SH) concerted party reduced its holdings by 1,030,000 shares, accounting for 0.99% of the total share capital [9] Group 10 - Zhongma Transmission (603767.SH) directors plan to reduce their holdings through block trading and centralized bidding [10] - Zhongqi Co., Ltd. (301215.SZ) shareholder Jiangsu Yueda Group did not reduce its holdings, and the reduction plan period expired [10]

Group 1 - The market is showing a moderate upward trend, with a positive outlook for the overall index, indicating a potential shift towards a bull market mentality [1] - Key stocks that have shown strong performance include Dazhongnan and Hongye Futures, with notable interest in Changcheng Military Industry, Beifang Changlong, and Zhongguang Fanglei [1] - The strategy emphasizes focusing on high-performing stocks and being prepared for potential rapid gains, particularly in sectors like stablecoins, solid-state batteries, military industry, and chips [1][2] Group 2 - The sentiment in the military industry is aligned, with a focus on the acceleration of top stocks, while the risks of chasing after high prices are increasing [2] - The narrative surrounding stablecoins is seen as expansive, providing opportunities for low-entry points during market fluctuations [2] - Today's strategy includes exiting positions in Zhongke Magnetic and Jianye Shares, while increasing holdings in Dazhongnan and targeting stocks like Xingye Shares for potential gains [2]

Group 1 - The photoresist concept index rose by 3.19%, ranking 8th among concept sectors, with 68 stocks increasing in value, including KaiMeiTeQi and XingYe股份 reaching the daily limit, and GuangXin材料, ALaDing, and JiuRi新材 showing significant gains of 15.35%, 7.89%, and 7.81% respectively [1] - The concept sector saw a net inflow of 613 million yuan from main funds, with 43 stocks receiving net inflows, and 8 stocks exceeding 30 million yuan in net inflow, led by KaiMeiTeQi with a net inflow of 226 million yuan [1] - The top three stocks by net inflow ratio were KaiMeiTeQi at 56.32%, JuShi化学 at 15.89%, and LaiBoTaiKe at 15.85% [2] Group 2 - The top gainers in the photoresist concept included KaiMeiTeQi, GuangXin材料, and XingYe股份, with respective daily increases of 10.04%, 15.35%, and 10.01% [2] - The trading volume and turnover rates for the leading stocks were significant, with GuangXin材料 achieving a turnover rate of 31.14% and XingYe股份 at 20.39% [2] - Stocks such as ALaDing and JiuRi新材 also performed well, with increases of 7.89% and 7.81% respectively, indicating strong market interest [4]

本次减持计划实施前，苏州兴业材料科技股份有限公司（以下简称"公司"） 控股股东、实际控制人之一沈根珍女士持有公司股份 9,638,070 股，占公司总股 本的 3.68%。上述股份来源于公司首次公开发行前持有的股份、上市后公司资本 公积转增股本方式取得的股份，均已上市流通。公司控股股东、实际控制人及其 一致行动人持有公司股份 180,746,280 股，持股比例为 68.97%。 证券代码：603928 证券简称：兴业股份 公告编号：2025-028 苏州兴业材料科技股份有限公司 持股 5%以上股东权益变动触及 1%刻度 暨股东减持股份结果公告 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。 重要内容提示： 大股东持股的基本情况 减持计划的实施结果情况 公司于 2025 年 5 月 23 日披露《兴业股份股东减持股份计划公告》（公告编 号：2025-022），沈根珍女士拟自本公告披露之日起 15 个交易日后的 3 个月内 （即 2025 年 6 月 17 日至 2025 年 9 月 16 日），通过集中竞价和/或大宗 ...

6月30日涨停分析 今日共78股涨停，连板股总数14只，15股封板未遂，封板率为84%（不含ST股、退市股）。焦点股方面，军工股长城军工9天7板、中光防雷20CM3连板， 固态电池概念股兴业股份12天7板、大东南5连板，PCB板块中京电子9天6板，大金融板块弘业期货5连板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 长城军工 | 9天7板 | 10.00% | 09:58 | 车工 | | 601606 | | | | | | 湖南大雁 | 6天4板 | 10.04% | 10:36 | 军工央企 | | 600698 | | | | +汽配 | | 飞亚达 | 3天3板 | 10.01% | 09:30 | 军工央企 | | 000026 | | | | | | 中光防雷 | 3天3板 | 20.00% | 14:26 | 军工 | | 300414 | | | | | | 中光学 | 4天3板 | 10.00% | 10:07 | 车工+Al | | 002189 | | | | 眼镜 | | 北方导航 | 4天 ...

兴业股份再度涨停，8个交易日内录得6个涨停，累计涨幅为74.36%，累计换手率为123.35%。截至 9:45，该股今日成交量3679.68万股，成交金额7.06亿元，换手率14.04%。最新A股总市值达51.87亿元。 （文章来源：证券时报网） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.06.27 | 5.45 | 23.98 | -8095.61 | | 2025.06.26 | -6.67 | 23.62 | 1378.62 | | 2025.06.25 | 9.99 | 22.07 | -3567.88 | | 2025.06.24 | 9.99 | 2.64 | -170.86 | | 2025.06.23 | 9.97 | 10.80 | 3890.75 | | 2025.06.20 | 10.01 | 15.09 | -226.49 | | 2025.06.19 | 10.04 | 11.10 | 6893.84 | | 2025.06.18 | -1.30 | 7.45 | ...