Market Overview - The Shanghai Composite Index rose by 0.32% on July 4, with 13 out of the 28 sectors experiencing gains, led by the banking and media sectors, which increased by 1.84% and 0.91% respectively [1] - The sectors that saw the largest declines were beauty care and non-ferrous metals, with decreases of 1.87% and 1.60% respectively [1] - The basic chemical industry ranked third in terms of decline today [1] Capital Flow Analysis - The net outflow of capital from the two markets was 21.74 billion yuan, with 8 sectors experiencing net inflows [1] - The computer industry had the largest net inflow of capital, totaling 2.81 billion yuan, despite a slight decline of 0.05% in its stock price [1] - The banking sector also saw a net inflow of 758 million yuan, with a daily increase of 1.84% [1] Basic Chemical Industry Performance - The basic chemical industry fell by 1.22%, with a total net outflow of 2.174 billion yuan [2] - Out of 401 stocks in this sector, 41 stocks rose, and 354 stocks fell, with 4 stocks hitting the daily limit down [2] - The top three stocks with the highest net inflow in the basic chemical sector were Huafeng Super Fiber (1.62 billion yuan), Dongcai Technology (1.39 billion yuan), and Limin Co., Ltd. (1.24 billion yuan) [2] Basic Chemical Industry Capital Inflow and Outflow - The top stocks with capital inflow included: - Huafeng Super Fiber: +1.83%, 16.59% turnover, 161.85 million yuan inflow - Dongcai Technology: +10.01%, 11.12% turnover, 138.64 million yuan inflow - Limin Co., Ltd.: +5.83%, 22.57% turnover, 124.30 million yuan inflow [2][3] - The top stocks with capital outflow included: - Dazhongnan: +2.55%, 38.91% turnover, -195.83 million yuan outflow - Wanhua Chemical: -0.86%, 0.72% turnover, -137.99 million yuan outflow - Yanhai Co., Ltd.: -2.43%, 0.88% turnover, -98.39 million yuan outflow [3]

Group 1 - The stock of Xingye Co., Ltd. (603928) experienced a limit down today, with a turnover rate of 21.21% and a trading volume of 1.116 billion yuan, showing a fluctuation of 8.02% [2] - The stock was listed on the Shanghai Stock Exchange due to a daily price deviation of -10.18%, with a net sell of 20.9042 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 170 million yuan, with a buying amount of 74.692 million yuan and a selling amount of 95.5962 million yuan, resulting in a net sell of 20.9042 million yuan [2] Group 2 - In the past six months, the stock has appeared on the龙虎榜 (Dragon and Tiger List) 13 times, with an average price increase of 2.39% the day after being listed and an average increase of 9.64% over the following five days [2] - The stock saw a net outflow of 92.7111 million yuan in main funds today, with a significant outflow of 52.2556 million yuan from large orders and 40.4556 million yuan from major orders [2] - Over the past five days, the main funds have experienced a net outflow of 112 million yuan [2] Group 3 - The company reported a revenue of 364 million yuan in the first quarter, representing a year-on-year growth of 8.63%, while the net profit was 13.0151 million yuan, showing a year-on-year decline of 17.47% [3]

New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]

Group 1 - The solid-state battery concept stocks experienced a collective decline, with Xingye Co., Ltd. hitting the daily limit down [1] - Other companies such as Dadongnan, Silica Treasure Technology, Shanghai Washba, and Xiangfenghua fell over 5% [1] - Additional companies like Jinlongyu, Tianji Co., Ltd., Defu Technology, and Yinglian Co., Ltd. also saw declines [1]

Group 1 - The China Securities Regulatory Commission emphasizes maintaining market stability as a primary regulatory task and aims to create a favorable environment for high-quality capital market development [2] - The People's Bank of China issued a notice on anti-money laundering and anti-terrorist financing management for precious metals and gemstones, effective from August 1, 2025, requiring institutions to report large cash transactions [3] - The first batch of 10 science and technology innovation bond ETFs has been approved, enhancing the bond ETF market in China [3] Group 2 - The Longhua District of Shenzhen released a three-year action plan to promote the cultivation of listed companies, encouraging social participation and cooperation with financial research institutions [4] - The Guangzhou Housing Provident Fund Management Center announced a draft for public consultation regarding the implementation of commercial housing loans transitioning to provident fund loans, with specific thresholds for action based on loan rates [4] Group 3 - The Civil Aviation Administration and China Railway Group jointly issued a task list for promoting high-quality development of "air-rail intermodal transport" from 2025 to 2027, focusing on collaboration and integration [5] - Guizhou Moutai reported a total of 3.3821 million shares repurchased by the end of June 2025, with a total expenditure of 5.202 billion yuan [7] - Jiangnan Waterworks received a stake increase from Anren Life Insurance, raising its holding to 5.03% [9] - Hainan Highway is planning to acquire a 51% stake in Jiaokong Petrochemical, which is expected to constitute a major asset restructuring [17]

Group 1 - The China Securities Regulatory Commission emphasizes maintaining market stability as a primary task and aims to create a favorable environment for high-quality capital market development [1] - The People's Bank of China issued a notice regarding anti-money laundering and anti-terrorist financing management for precious metals and gemstone institutions, effective from August 1, 2025 [2] - The first batch of 10 science and technology innovation bond ETFs has been approved, enhancing the bond ETF market in China [2] Group 2 - The Longhua District of Shenzhen released a three-year action plan to promote listing cultivation, encouraging social participation and cooperation with financial research institutions [3] - The Guangzhou Housing Provident Fund Management Center is seeking public opinion on a draft implementation plan for converting commercial housing loans to provident fund loans, with specific measures based on loan rate thresholds [3] Group 3 - The Civil Aviation Administration and China National Railway Group jointly issued a task list for promoting high-quality development of "air-rail intermodal transport" from 2025 to 2027, focusing on collaboration and integration [4] Group 4 - Kweichow Moutai has repurchased a total of 3.3821 million shares as of June 30, 2025, with a total expenditure of 5.202 billion yuan [6] - Jiangnan Water Services has been targeted by Life Insurance Company of China, increasing its shareholding to 5.03% [8] - Hainan Highway plans to acquire a 51% stake in Jiaokong Petrochemical, which is expected to constitute a major asset restructuring [8]

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 ...