Key Points - The article highlights significant announcements from various companies, including investment projects, performance data, and share buybacks [1][2] Company Announcements - Anzheng Fashion's controlling company, Lishang Information, has not engaged in the production of maternal and infant products [1] - New Aluminum Era plans to invest in a project to produce 800,000 sets of lightweight, high-strength auto parts annually [1] - Wanlima is expected to win a procurement project from China Southern Airlines [1] - Guangzhou Port anticipates a cargo throughput of 50.233 million tons in July, reflecting a year-on-year increase of 3.1% [1] - Shenma Co. intends to acquire a 10.27% minority stake in Nylon Chemical [1] - Fuanna plans to repurchase shares worth between 55.85 million to 104 million yuan [1] - Zhengdan Co. reported a 120.35% year-on-year increase in net profit for the first half of the year and plans to distribute 3 yuan per 10 shares [1] - Jieya Co. and Heyuan Gas's major shareholders plan to reduce their stakes by up to 4.95% and 2%, respectively [1][2] - Changhua Chemical aims to raise no more than 230 million yuan through a simplified procedure for a carbon dioxide polyether project [1] - Aoshikang plans to issue convertible bonds to raise no more than 1 billion yuan for a high-end printed circuit board project [1] Performance Data - Zhengdan Co. expects a significant increase in net profit for the first half of the year, with a proposed dividend distribution [2] - Jiejia Weichuang anticipates a net profit increase of 38.65% to 59.85% for the half-year [2] - Sinopec forecasts a 39.5% to 43.7% decline in net profit for the first half of the year [2]

Key Points - Tibet Tourism may apply for suspension of trading if significant abnormalities occur in stock transactions [1] - Southern Road Machinery's stock price has deviated from its fundamental situation [1] - Industrial Fulian's major customers and products have not undergone significant changes [1] - Yingweike has established a relatively complete liquid cooling technology and product solution capability [1] - Victory Energy's operational situation remains normal with no significant changes in the internal and external business environment [1] - Qizheng Tibetan Medicine's operational situation is normal with no significant changes in the internal and external business environment [1] - Dongxin Co. states that its investment in Shanghai Lishuan's chip products is not applicable for large model computing clusters [1] - Guosheng Co. has obtained project filing related to PEEK from its wholly-owned subsidiary [1] - Action Education's actual controller proposed a mid-term dividend of 10 yuan per 10 shares [1] Mergers and Acquisitions - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share acquisition [1] - Dashengda intends to acquire 30% equity of Thailand's Far East [1] Financing - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1] - Sixuan New Materials intends to raise no more than 466 million yuan through a private placement [1] - Changhua Chemical plans to raise no more than 230 million yuan for a carbon dioxide polyether project [1] Share Buybacks and Reductions - Fuanna plans to repurchase shares worth between 55.85 million and 104 million yuan [1] - Jiangnan Yifan's board member intends to increase his stake in the company [1] - Jieya Co. and its concerted parties plan to reduce their holdings by no more than 4.95% [1] - Other companies including Tongda Co., Haohan Deep, and Wanhu Chemical also plan to reduce their holdings [1] Operational Data - Sinopec expects a net profit decline of 39.5% to 43.7% year-on-year for the first half of the year [1] - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half, up 16.05% year-on-year [1] - Daodaquan's net profit increased by 563.15% year-on-year, proposing a dividend of 1.76 yuan per 10 shares [1] - Zhengdan Co. reported a net profit increase of 120.35% year-on-year, proposing a dividend of 3 yuan per 10 shares [1] - Other companies reported varying profit changes, including losses and significant increases [1] Contracts and Major Investments - Sanhui Electric signed a framework contract for robot equipment sales [1] - Zhejiang University Network New's subsidiary won a smart engineering project worth 94.2712 million yuan [1] - New Aluminum Times plans to invest no less than 500 million yuan in a project for lightweight, high-strength auto parts [1] - Zhishang Technology will use part of its raised funds for a smart manufacturing production base in Vietnam [1]

Core Viewpoint - The company has experienced significant stock price increases recently, which may not be supported by its financial performance, indicating potential risks for investors [1][2][3] Group 1: Stock Price Fluctuations - The company's stock price has seen a cumulative increase of over 20% in the last three trading days, with specific daily increases of 20%, 17.33%, and 20% [1] - The stock price increase has outpaced that of most peers in the industry and the Shanghai Composite Index, raising concerns about a potential correction [1][2] Group 2: Financial Performance - The company reported a net loss of 59,241,841.00 yuan for the first quarter of 2025, indicating ongoing financial difficulties [1][2] - The company is expected to remain in a loss position for the first half of 2025, with no significant changes in its core business operations or external environment [2] Group 3: Valuation Metrics - As of July 31, 2025, the rolling P/E ratio for the industry is 42.12, while the company's rolling P/E ratio is negative, indicating a significant deviation from industry averages [2] Group 4: Investment in Shanghai Lishuan Technology - The company has invested in Shanghai Lishuan Technology, which is developing a self-researched GPU chip and graphics card, with applications in various fields such as AI and cloud gaming [2][3] - The products from Shanghai Lishuan are still in the development phase and have not yet generated revenue, highlighting potential risks related to market entry and competition [3][4] Group 5: Risks Associated with Product Development - The development of graphics rendering chips requires continuous investment and market adaptation, with risks of funding shortages impacting the company's core competitiveness [4] - The company faces challenges in market competition, and failure to meet market demands could lead to decreased product competitiveness and profitability [3][4]

Group 1 - Dongxin Co., Ltd. (688110.SH) experienced a 20% limit-up for two consecutive trading days, reaching a historical high in stock price with a turnover rate of 7.22% and a transaction volume of 2 billion yuan [1] - The Northbound trading data indicates that the Shanghai Stock Connect bought 120 million yuan and sold 60.96 million yuan, resulting in a net purchase of 59.52 million yuan [1] - The top five buying entities included a significant purchase from the Northbound trading special account, accounting for 39.89% of total transactions, with a total buy amount of 120.48 million yuan [1] Group 2 - The top five selling entities included a notable sell from the "Zhongshan East Road" speculative fund, which sold 113 million yuan, representing 42.62% of total sales [1] - The overall buying and selling amounts from the top five entities resulted in a net sell of approximately 2.95 million yuan [1] - The total buying amount from the top five buying entities was 296.50 million yuan, while the total selling amount was 326.96 million yuan [1]

Group 1 - The closing price of Dongxin Co., Ltd. (688110) on July 31 was 64.76 yuan, reaching the daily limit with a trading volume of 2 billion yuan and a turnover rate of 7.22% [2] - The stock was listed on the daily trading list due to a price increase of 15% [2] - The top five trading departments accounted for a total transaction of 622 million yuan, with a net selling of approximately 29.46 million yuan [2] Group 2 - The main capital inflow for the stock was 130 million yuan throughout the day [3] - The largest buying department was the Shanghai-Hong Kong Stock Connect, with a purchase amount of 120.48 million yuan [3] - The largest selling department was Guotai Junan Securities, with a selling amount of 112.54 million yuan [3]

8月1日（周五）申购提示 3．商务部新闻发言人何亚东在商务部7月31日举行的例行新闻发布会上表示，关于长和集团出售海外港 口资产一事，有关部门此前已多次发表声明。中国政府将依法进行审查监管，保护市场公平竞争，维护 社会公共利益，坚决维护国家主权、安全、发展利益。 重要的消息有哪些 新股方面，广东建科申购代码301632，发行价6.56元/股，申购上限1.45万股。 投资有风险，申购需谨慎。 1．国务院办公厅发布关于加强重度残疾人托养照护服务的意见。其中提到，加大政策扶持力度。鼓励 各地加大对残疾人托养照护服务设施建设和存量土地、场地供给的支持力度，对社区服务机构提供减免 场地租金等支持。对符合条件的非营利性残疾人托养照护服务机构，可以划拨方式供地，按公益事业建 设用地纳入年度建设用地供应计划，依法依规享受现行税收优惠以及水电气热价格优惠政策。开展残疾 人辅助性就业服务的机构可按规定享受相关扶持政策。 2．7月31日，国家发展改革委召开2025年上半年发展改革形势通报会。国家发展改革委党组书记、主任 郑栅洁主持会议并讲话。会议强调，纵深推进全国统一大市场建设，破除"内卷式"竞争，深入推进招标 投标制度改革，规范 ...

《科创板日报》7月31日讯 今日科创板晚报主要内容包括：国常会审议通过《关于深入实施"人工智能 +"行动的意见》；国家医保局支持脑机接口等新技术进入临床并收费；特斯拉将Robotaxi服务范围扩大 至加州湾区。 【热点聚焦】 简讯： 国常会审议通过《关于深入实施"人工智能+"行动的意见》 据央视新闻报道，国务院总理李强7月31日主持召开国务院常务会议，会议审议通过《关于深入实施"人 工智能+"行动的意见》。会议指出，当前人工智能技术加速迭代演进，要深入实施"人工智能+"行动， 大力推进人工智能规模化商业化应用，充分发挥我国产业体系完备、市场规模大、应用场景丰富等优 势，推动人工智能在经济社会发展各领域加快普及、深度融合，形成以创新带应用、以应用促创新的良 性循环。政府部门和国有企业要强化示范引领，通过开放场景等支持技术落地。要着力优化人工智能创 新生态，强化算力、算法和数据供给，加大政策支持力度，加强人才队伍建设，构建开源开放生态体 系，为产业发展壮大提供有力支撑。要提升安全能力水平，加快形成动态敏捷、多元协同的人工智能治 理格局。 国家发改委：推动"人工智能+"行动走深走实 推进低空经济高质量发展 国家发展 ...

证券代码：688110 证券简称：东芯股份 公告编号：2025-037 东芯半导体股份有限公司 关于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、准确性和完整性依法承担法律责任。 重要内容提示： 1 股价累计涨幅较大风险提示：近期，东芯半导体股份有限公司（以下简称"公 司"或"上市公司"）股价累计涨幅较大，超过大部分同行业公司股价涨幅 及上证指数涨幅，可能存在短期上涨过快出现的下跌风险。公司基本面未发 生重大变化，也不存在其他应披露而未披露的重大信息。 业绩亏损风险：公司目前生产经营活动正常，内外部经营环境未发生重大变 化。公司于 2025 年 4 月 30 日披露了《2025 年第一季度报告》，公司 2025 年第一季度实现归属于上市公司股东的净利润为-59,241,841.00 元，处于亏 损状态。公司 2025 年半年度预计仍处于亏损状态。 根据中证指数有限公司官方网站发布的截至 2025 年 7 月 31 日的市盈率数据 显示，公司所属《中国上市公司协会上市公司行业统计分类指引》"C39 计 算机、通信和其他电子设备制造业" ...

Core Viewpoint - Dongxin Co., Ltd. (688110) has issued a stock trading risk warning due to a significant increase in its stock price, which has outpaced most of its industry peers and the Shanghai Composite Index, indicating potential short-term decline risks [1] Company Summary - The company's fundamentals have not undergone any significant changes, and there are no undisclosed major information [1] - Dongxin's investment in Shanghai Lishuan focuses on chip products primarily used in personal computers, professional design, AIPC, cloud gaming, cloud rendering, and digital twins, rather than in large model computing clusters [1] - The chip products still require client product certification and customer onboarding processes before they can be fully utilized [1]

Core Viewpoint - The announcement highlights the investment by the company in Shanghai Lishuan, which has developed its first self-researched GPU chip "7G100" and the first graphics card product Lisuan eXtreme, indicating a strategic move into the GPU market [1] Investment Details - The company invested 200 million yuan in Shanghai Lishuan in 2024, acquiring a 37.88% stake, which will not be included in the consolidated financial statements [1] - The investment is aimed at enhancing the company's presence in the GPU chip development sector, particularly for applications in personal computers, professional design, AI PCs, cloud gaming, cloud rendering, and digital twins [1] Product Development - As of May 25, 2025, Shanghai Lishuan has received the first batch of packaged G100 chips and has completed major functionality testing [1] - The company is currently focused on product optimization and will proceed with customer sampling and mass production, although no revenue has been generated yet [1]