据iFind统计，截至8月1日，沪深两市共有148只个股连续5日或5日以上获主力资金净买入。连续获主力 资金净买入天数最多的股票是聚和材料，已连续15个交易日获净买入；连续获主力资金净买入天数较多 的还有光大银行、红蜻蜓、ST诺泰、宏盛华源、哈空调、正泰电器、倍加洁、海油工程等股，分别获 10个、9个、9个、8个、8个、8个、8个、8个交易日净买入。 （文章来源：证券时报网） ...

天眼查商业履历信息显示，常州聚和新材料股份有限公司，成立于2015年，位于常州市，是一家以从事 其他制造业为主的企业。企业注册资本24203.3643万人民币，实缴资本24203.3643万人民币。公司法定 代表人为刘海东。 通过天眼查大数据分析，常州聚和新材料股份有限公司共对外投资了17家企业，参与招投标项目91次， 知识产权方面有商标信息5条，专利信息119条，此外企业还拥有行政许可38个。 金融界消息 截至2025年8月1日收盘，聚和材料（688503）报收于49.52元，上涨2.74%，换手率3.91%， 成交量7.06万手，成交金额3.46亿元。 资金流向方面，今日主力资金净流入2710.39万元，占比成交额7.83%。其中，超大单净流出1097.79万 元、占成交额3.17%，大单净流入3808.18万元、占成交额11.0%，中单净流出流出1138.38万元、占成交 额3.29%，小单净流出1572.01万元、占成交额4.54%。 聚和材料最新一期业绩显示，截至2025一季报，公司营业总收入29.94亿元、同比增长1.38%，归属净利 润8965.33万元，同比增长18.24%，扣非净利润8858 ...

Group 1 - A total of 174 stocks in the Shanghai and Shenzhen markets have received net buying from main funds for 5 consecutive days or more as of July 31 [1] - The stock with the highest number of consecutive net buying days is Juhe Materials, which has seen net buying for 13 trading days [1] - Other notable stocks with significant consecutive net buying days include Dongfang Cable, Hetai Electromechanical, Zhongzhi Co., Xiangyi Rongtong, Weili, Zongyi Co., Yindu Co., and Changyuan Electric, with 11, 11, 10, 10, 10, 10, 10, and 9 trading days of net buying respectively [1]

Group 1 - A total of 168 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more as of July 30 [1] - The stock with the longest consecutive net inflow days is Chunzhong Technology, which has seen net inflows for 16 trading days [1] - Other notable stocks with significant consecutive net inflow days include Longqi Technology, Daon Shares, Chengdi Xiangjiang, Huicheng Environmental Protection, Gaocai Shares, Juhe Materials, Wancheng Group, Huaxi Biological, and Xindian Software, with 14, 13, 13, 13, 11, 10, 10, 10, and 10 trading days of net inflows respectively [1]

Group 1 - As of July 30, a total of 118 stocks in the Shanghai and Shenzhen markets have experienced net buying by main funds for 5 consecutive days or more [1] - The stock with the longest consecutive net buying days is Juhe Materials, which has seen net buying for 13 trading days [1] - Other notable stocks with significant net buying days include Hetai Electromechanical, Dongfang Cable, Shenchi Electromechanical, Weili, Zongyi Shares, Xiangyi Rongtong, Zhongzhi Shares, Shanghai Yanpu, Yindu Shares, and Changyuan Electric Power, with 10, 10, 10, 9, 9, 9, 9, 9, 9, and 8 trading days of net buying respectively [1]

据iFind统计，截至7月29日，沪深两市共有133只个股连续5日或5日以上获主力资金净买入。连续获主 力资金净买入天数最多的股票是中国银行、聚和材料，均已连续12个交易日获净买入；连续获主力资金 净买入天数较多的还有华电国际、苏农银行、纽威股份、宇通客车、中控技术、东方电缆、神驰机电、 赛轮轮胎等股，分别获11个、11个、10个、10个、10个、9个、9个、9个交易日净买入。 （文章来源：证券时报网） ...

Investment Rating - The report maintains a "Positive" investment rating for the photovoltaic industry [9] Core Insights - The current round of anti-involution in the photovoltaic sector is marked by a more mature and pragmatic approach compared to the previous round, initiated by a series of policy and corporate events starting from late June [3][6] - The government has shown increased attention and clearer communication regarding the photovoltaic industry, with higher-level officials participating in discussions and setting more stringent regulations [6][22] - Companies and industry associations are taking proactive steps to address issues, demonstrating a higher degree of consensus and commitment to compliance with pricing regulations [6][26] Summary by Sections Overview - The report highlights that the current anti-involution measures are more mature and pragmatic than previous efforts, with significant developments in both policy and corporate actions since late June [3][6] Government and Corporate Attitudes - Government officials have publicly emphasized the need to regulate low-price competition and improve product quality, with more structured meetings and discussions involving higher-level participants [6][18] - Companies have taken the initiative to propose practical solutions and have shown a stronger commitment to enforcing pricing regulations, leading to a more unified industry response [6][26] Capacity and Production Measures - The focus has shifted from quota-based production limits to a strategy of consolidating capacity, particularly in the silicon material sector, where leading companies are acquiring smaller firms to manage supply and demand effectively [6][28] Pricing Measures - The current measures extend price controls beyond just components to include silicon materials, silicon wafers, batteries, and modules, with a higher baseline price established compared to previous rounds [6][36] - Recent price increases have been observed across all segments, with silicon material prices rising significantly, indicating a recovery towards reasonable levels [7][42] Investment Opportunities - The report identifies significant investment opportunities in silicon materials and battery components, highlighting specific companies such as Tongwei Co., GCL-Poly Energy, and LONGi Green Energy as key players to watch [7][36]

Group 1 - The core point of the article is that Juhe Materials announced the approval of a proposal to engage in financial derivatives trading at its second extraordinary general meeting of shareholders in 2025 [2]

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。 证券代码：688503 证券简称：聚和材料 公告编号：2025-037 常州聚和新材料股份有限公司 2025年第二次临时股东会决议公告 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） 股东会召开的时间：2025 年 7 月 29 日 （二） 股东会召开的地点：常州市新北区浏阳河路 66 号公司会议 （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： | 1、出席会议的股东和代理人人数 | 80 | | --- | --- | | 普通股股东人数 | 80 | | 2、出席会议的股东所持有的表决权数量 | 62,634,547 | | 普通股股东所持有表决权数量 | 62,634,547 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比例（%） | 27.2125 | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 27.2125 | （四） 表决方式是否符合《公司法》及公 ...

上海市广发律师事务所 关于常州聚和新材料股份有限公司 2025年第二次临时股东会的法律意见书 致:常州聚和新材料股份有限公司 常州聚和新材料股份有限公司(以下简称"公司")2025年第二次临时股 东会于 2025年 7 月 29 日在常州市新北区浏阳河路 66 号公司会议室召开。上海 市广发律师事务所(以下简称"本所")经公司聘请,委派成赞律师、藕渠律师 出席现场会议。根据《中华人民共和国公司法》(以下简称"《公司法》")、 《上市公司股东会规则》(以下简称"《股东会规则》")等法律法规、其他规 范性文件以及《常州聚和新材料股份有限公司章程》(以下简称"《公司章程》") 的规定,就本次股东会的召集和召开程序、召集人及出席会议人员的资格、会议 议案、表决方式和表决程序、表决结果和会议决议等出具本法律意见书。 为出具本法律意见书,本所律师对本次股东会所涉及的有关事项进行了审 查,查阅了相关会议文件,并对有关问题进行了必要的核查和验证。 公司已向本所保证和承诺,公司向本所律师所提供的文件和所作的陈述和说 明是完整的、真实的和有效的,有关原件及其上面的签字和印章是真实的,且一 切足以影响本法律意见书的事实和文件均已向 ...