Core Viewpoint - The overall pace of stock buybacks by listed companies has slowed down despite the strong performance of the Shanghai Composite Index [1][3][4]. Buyback Activity - In July, the number of companies announcing buyback plans halved compared to June, with only 15 companies making announcements, down from 30 [4][3]. - The total proposed buyback amount for these 15 companies is approximately 2.045 billion yuan, which is only 34.5% of the 5.927 billion yuan proposed in June [4]. - Among the 15 companies, 8 have proposed buybacks exceeding 100 million yuan, accounting for 53.33% of the total [4]. Notable Companies - Nengte Technology has the highest proposed buyback amount, ranging from 300 million to 500 million yuan, with a buyback price cap of 4.7 yuan per share [5]. - The company has already repurchased 11.3 million shares for a total of approximately 45.59 million yuan as of the end of July [5]. - Nengte Technology expects a significant profit increase of 480.15% to 568.05% year-on-year for the first half of 2025, driven by strong performance in its vitamin E and pharmaceutical intermediate business [6]. Central Enterprises - In July, 12 central enterprises implemented buybacks, with a total buyback amount of approximately 384 million yuan [12]. - Among 33 central enterprises currently executing buybacks, the cumulative buyback amount is about 5.124 billion yuan, achieving 70.1% of the proposed minimum buyback amount of 7.31 billion yuan [12]. - The company Liao Port has the shortest time until its buyback deadline, expected to expire on September 23, with a proposed buyback amount of 420 million to 840 million yuan [12]. Market Impact - The overall buyback activity in July saw 143 transactions totaling approximately 20.94 billion yuan, a 24% increase from June [8]. - However, many companies are facing pressure as their stock prices have exceeded the buyback price caps, which may hinder future buyback efforts [10][9].

Group 1 - The company has approved a share repurchase plan using its own funds, self-raised funds, and bank loans, with a total repurchase amount not less than RMB 150 million and not exceeding RMB 300 million, at a maximum price of RMB 15.77 per share, within a 12-month period [2] - As of July 31, 2025, the company has repurchased a total of 11,809,649 shares, accounting for 6.53% of the total share capital, with a total expenditure of RMB 133,048,407.93, at a maximum price of RMB 14.60 per share and a minimum price of RMB 9.64 per share [3] - The share repurchase is in compliance with relevant laws and regulations, as well as the company's repurchase plan [4] Group 2 - The company will make repurchase decisions based on market conditions and will fulfill its information disclosure obligations in a timely manner [5]

Group 1 - The core point of the article is that KJ Intelligent announced a share buyback plan, having repurchased a total of 11,809,649 shares as of July 31, 2025, which represents 6.5301% of the company's total share capital of 180,849,167 shares [1]

证券代码：688455 证券简称：科捷智能 公告编号：2025-051 科捷智能科技股份有限公司 关于 2024 年第三期以集中竞价交易方式回购公司股份 的进展公告 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： | 回购方案首次披露日 | 2024/11/22，由公司实际控制人、董事长兼总经理 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 龙进军先生提议 | | | | | | | 回购方案实施期限 | 2024 年 月 12 10 日 | 12 | 11 | 日~2025 | 年 | 月 | | 预计回购金额 | 15,000万元~30,000万元 | | | | | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | 累计已回购股数 | □为维护公司价值及股东权益 11,809,649股 | | | | | | | 累计已回购股数占总股本比例 | 6.5301% | ...

格隆汇8月1日丨科捷智能(688455.SH)公布，截至2025年7月31日，公司通过上海证券交易所交易系统以 集中竞价交易方式累计回购股份1180.96万股，占公司总股本的比例为6.5301%，回购成交的最高价为 14.60元/股，最低价为9.64元/股，支付的资金总额为人民币1.33亿元（不含印花税、交易佣金等交易费 用）。 ...

（三）出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及其持有表决权数量的情 况： 证券代码：688455 证券简称：科捷智能 公告编号：2025-049 科捷智能科技股份有限公司 2025年第二次临时股东大会决议公告 本公司董事会及全体董事保证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： ● 本次会议是否有被否决议案：无 一、会议召开和出席情况 （一）股东大会召开的时间：2025年7月31日 （二）股东大会召开的地点：山东省青岛市高新区锦业路21号科捷智能科技股份有限公司A栋办公楼 101会议室 ■ 注：截至本次股东大会股权登记日，公司回购专用账户中股份数为24,143,759股，不享有股东大会表决 权。 （四）表决方式是否符合《公司法》及公司章程的规定，大会主持情况等。 本次股东大会由公司董事会召集，董事长龙进军先生主持，会议由现场投票结合网络投票的表决方式召 开，会议的召集、召开和表决程序符合《公司法》及《公司章程》的规定。 （五）公司董事、监事和董事会秘书的出席情况 1、公司在任董事9人，出席9人； 2、公司在任 ...

Group 1 - The stock price of KJ Intelligent as of July 31, 2025, closed at 14.45 yuan, down by 0.16 yuan, representing a decline of 1.10% from the previous trading day [1] - The trading volume on the same day was 0.38 billion yuan, with a turnover rate of 1.99% [1] - KJ Intelligent operates in the general equipment industry, focusing on smart logistics and smart manufacturing, providing automated sorting, conveying, and warehousing system solutions [1] Group 2 - On the evening of July 31, KJ Intelligent announced that its second extraordinary general meeting of shareholders for 2025 approved several proposals, including the cancellation of the supervisory board and amendments to related rules [1] - On the same day, the employee representative assembly elected Ms. Li Xiaobin as the employee representative director of the second board of directors [1] - The net outflow of main funds on that day was 3.3791 million yuan, accounting for 0.18% of the circulating market value [1]

证券日报网讯7月31日晚间，科捷智能发布公告称，公司于2025年7月31日召开职工代表大会，选举李晓 彬女士为公司第二届董事会职工代表董事。 ...

（编辑 姚尧） 证券日报网讯 7月31日晚间，科捷智能发布公告称，公司2025年第二次临时股东大会于2025年7月31日 召开，审议通过了《关于取消监事会暨修改及相关议事规则的议案》等多项议案。 ...

证券代码：688455 证券简称：科捷智能 公告编号：2025-050 科捷智能科技股份有限公司 关于选举第二届董事会职工代表董事的公告 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。 科捷智能科技股份有限公司（以下简称"公司"）分别于 2025 年 7 月 14 日、2025 年 7 月 31 日召开第二届董事会第十二次会议及 2025 年第二次临时股 东大会，审议通过了《关于取消监事会暨修改<公司章程>及相关议事规则的议 案》，修订后的《科捷智能科技股份有限公司章程》（以下简称"《公司章程》"） 已于 2025 年 7 月 31 日起生效。 根据《公司章程》的相关规定，董事会设立一名职工代表董事，董事会中的 职工代表董事由公司职工通过职工代表大会、职工大会或者其他形式民主选举产 生，无需提交股东会审议。 公司于 2025 年 7 月 31 日召开职工代表大会，选举李晓彬女士为公司第二届 董事会职工代表董事，任期自本次职工代表大会审议通过之日起至第二届董事会 任期届满之日止。李晓彬女士的简历详见附件。 特此公告。 科捷智 ...