Market Overview - A total of 78 stocks hit the daily limit up, with 54 stocks achieving consecutive limit ups, and 10 stocks failed to close at the limit, resulting in a limit-up rate of 89% (excluding ST and delisted stocks) [1] - The focus stock, Aowei New Materials, achieved a record of 10 consecutive limit ups, setting a new record for "20cm" stocks in A-shares [1] - Infrastructure-related stocks continued to perform well, with Liugang Co. achieving 10 limit ups in 16 days and Sifang New Materials achieving 7 limit ups in 12 days [1] Key Stocks and Their Performance - Aowei New Materials: 10 consecutive limit ups, 20.00% increase [24] - Liugang Co.: 10 limit ups in 16 days, 9.94% increase [26] - Sifang New Materials: 7 limit ups in 12 days, 10.02% increase [26] - Beihua Co.: 4 consecutive limit ups, 10.02% increase [14] - Meibang Co.: 4 consecutive limit ups, 10.00% increase [14] Sector Performance - The "Super Hydropower" sector saw significant activity, with multiple stocks achieving limit ups due to the announcement of a 1.2 trillion yuan investment in hydropower projects [5][9] - The "Shield Machine" sector also performed well, with several stocks hitting limit ups, attributed to the same investment announcement [6][7] - The "Water Conservancy" sector showed strong performance, with stocks like Sanhe Pipe Pile and Hanjian Heshan achieving limit ups [8] Investment Themes - The announcement of the 1.2 trillion yuan investment in hydropower projects is driving interest and investment in related sectors, including construction, materials, and machinery [5][9][15] - Geopolitical tensions are expected to boost the valuation of domestic defense and military companies, as noted by analysts [13]

Core Viewpoint - The stock of Shaanxi Meibang Pharmaceutical Group Co., Ltd. has experienced significant trading volatility, with a cumulative increase of 33.0917% over three consecutive trading days since July 17, 2025, prompting a risk warning for investors [1][2]. Group 1: Company Operations - The company specializes in the research, production, and sales of pesticide products, as well as agricultural technology promotion and services, and its production and operations are currently normal with no significant changes in its main business or external environment [1]. Group 2: Market Trading Risks - Since July 17, 2025, the company's stock has been subject to trading restrictions due to abnormal fluctuations, with a notable increase in stock price leading to a warning for investors to make rational decisions and invest cautiously [2]. Group 3: Media Reports and Market Rumors - The company has conducted a self-examination and found no media reports or market rumors that could significantly impact its stock price, nor has it been involved in any market hot concepts [2]. Group 4: Other Risk Alerts - The company disclosed a shareholder reduction plan on June 4, 2025, which is being executed in accordance with regulations, and there are no violations related to the reduction of shares [2].

重要内容提示： 证券代码：605033 证券简称：美邦股份 公告编号：2025-038 陕西美邦药业集团股份有限公司 关于公司股票交易风险提示公告 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。 三、媒体报道、市场传闻、热点概念情况 经公司自查，公司未发现存在对公司股票交易价格可能产生重大影响的媒体 报道及市场传闻，也未涉及市场热点概念。 四、其他风险提示 陕西美邦药业集团股份有限公司（以下简称"公司"或"本公司"）股票于 2025 年 7 月 17 日、7 月 18 日连续 2 个交易日收盘价格涨幅偏离值累计超过 20%， 根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。公 司于 2025 年 7 月 19 日披露了《陕西美邦药业集团股份有限公司股票交易异常波 动公告》（公告编号：2025-037）。 2025 年 7 月 21 日，公司股票再次涨停。自 2025 年 7 月 17 日以来，公 司股票连续三个交易日累计涨幅达 33.0917%，短期涨幅较大，显著高于同期上 证指数，敬请广大投资者注意 ...

Core Viewpoint - Meibang Co., Ltd. (605033.SH) has announced that its production and operations are currently normal, with no significant changes in its main business activities [1] Group 1 - The company's main business involves the research, production, and sales of pesticide products, as well as agricultural technology promotion and services [1] - There have been no major changes in the external environment affecting the company's operations [1]

New Stock Issuance - The new stock issued by Hanguo Group is priced at 15.43 RMB per share[1] - The subscription period for the tender offer of ST Kelly is from July 17, 2025, to August 15, 2025[1] Abnormal Fluctuations - Several stocks, including ST Zitian and Guangshengtang, have reported severe abnormal fluctuations[2] - The announcement links for stocks experiencing abnormal fluctuations are provided for investor reference[2] Market Updates - A total of 30 stocks have been listed for trading updates, with various announcements made between July 15 and July 21, 2025[1] - The report includes links to detailed announcements for each stock, ensuring transparency and accessibility for investors[1]

Group 1 - The Yarlung Tsangpo River downstream hydropower project has officially commenced with a total investment of approximately 1.2 trillion yuan, aiming to build five tiered power stations primarily for electricity transmission and local consumption in Tibet [1] - The Ministry of Industry and Information Technology (MIIT) plans to accelerate the development of biomanufacturing and low-altitude industries, while promoting innovation in future industries such as humanoid robots and brain-computer interfaces [2][3] - The MIIT and the National Development and Reform Commission (NDRC) are set to issue work plans to stabilize growth in key industries including steel, non-ferrous metals, petrochemicals, and building materials [2][3] Group 2 - The U.S. Department of Commerce has imposed a preliminary anti-dumping duty of 93.5% on Chinese imported anode-grade graphite, citing unfair subsidies [5] - The State Administration for Market Regulation has urged major platform companies like Ele.me, Meituan, and JD.com to standardize promotional activities and foster a healthy competitive environment in the food service industry [6] - A meeting was held to discuss the regulation of the new energy vehicle industry, focusing on enhancing supervision and monitoring product prices and quality [8] Group 3 - The China Iron and Steel Association has proposed a new mechanism for capacity governance to prevent overcapacity risks in the steel industry and to eliminate irrational competition [10] - Yu Shu Technology has initiated its listing guidance, with its controlling shareholder holding approximately 34.76% of the company's shares [11] - Multiple provinces are planning to establish companies to develop local cultural creative Moutai liquor, with participation from distributors based on their allocation of Moutai products [12] Group 4 - As of July 18, 1551 A-share listed companies have released performance forecasts for the first half of 2025, with 26 companies expecting a net profit increase of over 1000% year-on-year [14] - Longhua Automobile reported a net profit of 6.337 billion yuan for the first half of the year, reflecting a year-on-year decline of 10.22% [19] - The major shareholder of Hongbaoli plans to reduce its stake by up to 2% [20]

证券代码：605033 证券简称：美邦股份 公告编号：2025-037 陕西美邦药业集团股份有限公司 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个别及连带责任。 重要内容提示： ? 陕西美邦药业集团股份有限公司（以下简称"公司"或"本公司"）股票于 根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 ? 经公司自查，并向控股股东及实际控制人核实，截至本公告披露日，除 本公司已披露事项外，不存在应披露而未披露的重大信息。 ? 公司敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票交易于 2025 年 7 月 17 日、7 月 18 日连续 2 个交易日收盘价格涨 幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股 票交易异常波动情形。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司目前生产经营活动一切正常，外部环境没有发生重大变化。 （二）重大事项情况 －1－ 经公司自查并向公司的控股股东及实际控制人核实 ...

Core Viewpoint - Meibang Co., Ltd. (605033) experienced a significant stock price surge, with a two-day increase of 21%, reaching a total market capitalization of 3.2 billion yuan, despite ongoing shareholder reductions in holdings [1][2] Group 1: Stock Performance and Trading Activity - Meibang Co., Ltd. achieved consecutive trading limits on July 17 and July 18, with a total trading volume of approximately 46 million yuan and over 220,000 shares still on the buy limit at the close [1] - During the price surge, there were substantial block trades, totaling approximately 28.84 million yuan and 1.544 million shares, with an estimated average transaction price of 18.68 yuan per share, which is over 20% lower than the closing price of 23.36 yuan [1] - The company confirmed that the recent shareholder reductions were consistent with previously disclosed plans and did not constitute illegal trading [1][2] Group 2: Shareholder Reduction Plans - Shareholders, including Meiping Consulting and Hao Xinxin, had announced a reduction plan on June 4, with maximum reduction ratios of 0.92%, 1.29%, and 0.79%, using centralized bidding or block trading from June 26 to September 25 [2] - The company conducted a self-examination and confirmed that there were no undisclosed significant information beyond what had been previously announced [2] Group 3: Business Overview and Market Conditions - Meibang Co., Ltd. specializes in pesticide products, including active ingredients like quinoline copper and insecticides, and is ranked among the top 100 pesticide sales companies in China [2] - Despite being a leading player in the pesticide industry, the overall market is still in a deep adjustment phase, with expected declines in net profit for 2024 and the first quarter of 2025 [2] - The company has experienced multiple stock price fluctuations this year, including a notable 133% increase from January 2 to January 16, reaching a peak price of 32.86 yuan per share [3]

证券代码：605033 证券简称：美邦股份 公告编号：2025-037 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个别及连带责任。 重要内容提示： 陕西美邦药业集团股份有限公司（以下简称"公司"或"本公司"）股票于 2025 年 7 月 17 日、7 月 18 日连续 2 个交易日收盘价格涨幅偏离值累计超过 20%， 根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 经公司自查，并向控股股东及实际控制人核实，截至本公告披露日，除 本公司已披露事项外，不存在应披露而未披露的重大信息。 陕西美邦药业集团股份有限公司 公司敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票交易于 2025 年 7 月 17 日、7 月 18 日连续 2 个交易日收盘价格涨 幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股 票交易异常波动情形。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司目前生产经营活动一切正常，外部环境 ...

证券代码：605033 证券简称：美邦股份 公告编号：2025-036 陕西美邦药业集团股份有限公司 权益变动的提示性公告 股东名称 美富咨询 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：/ 持股数量 4,890,000股 持股比例 3.62% 当前持股股份来源 IPO 前取得：4,890,000股 2 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： 股东持股的基本情况 本次减持计划实施前，连云港美平企业管理咨询合伙企业（有限合伙）（以 下简称"美平咨询"）持有陕西美邦药业集团股份有限公司（以下简称"公司"、 "美邦股份"）股份 3,510,000 股，占公司总股本的 2.60%；连云港美富企业管 理咨询合伙企业(有限合伙)（以下简称"美富咨询"）持有公司股份 4,890,000 股，占公司总股本的 3.62%，前述股份全部来源于公司首次公开发行前已持有的 股份。 减持计划的进展情况 2025 年 6 月 4 日， ...