金融界8月4日消息 10倍大牛股上纬新材突然暴雷，上半年净利同比减少32.91%! 4日晚间，上纬新材公告表示近期，公司就股票交易异常波动及严重异常波动的相关事项进行了核查。鉴于 相关核查工作已完成，经公司向上交所申请，公司股票将于8月5日开市起复牌。目前公司基本面未发生重 大变化。 同时上纬新材扔出了一份半年报预告。上纬新材提到公司预计2025年半年度营业收入为7.84亿元，较上年 同期增加12.50%，归属于上市公司股东的净利润为2,990.04万元，较上年同期减少32.91%。对于业绩下 滑，上纬新材给出的解释是海外销售运费及佣金增加约1,100万元，二季度新台币兑美元汇率急升导致汇兑 损失约768万元，以及研发可回收产品检测试验费用增加约572万元。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 688585 | 上纬新材 | A 股 复牌 | | | 2025/8/4 | 2025/8/5 | 在这两份公告发出，上纬新材股吧瞬间炸锅，有投资者调侃" ...

8月4日晚间，上纬新材公告称，经向上海证券交易所申请，公司计划自8月5日开市起复牌。 上纬新材是今年A股首只10倍股。7月9日至7月30日，上纬新材的股价累计涨幅超10倍，期间股票交易多次异常波动及严重异常波动。对此，上纬新材自7 月31日开市起停牌核查。 | 上纬新材㊣ 东方 财富 | 3 7 0 | | --- | --- | | 688585 科创板 融 L1 ▼ | | | 今开 最高 92.07 | 最低 | | 换手⊙ 0.00% 总手 停牌 | 金额 | | 总值☺371.4亿 流值 371.4亿 市盈 こ 411.71 | 車 ミ | | 盘后固定价格: 92.07 量: -- | 霊后分时( ●) ∨ | | C 》 股东大会：于2025-08-06召开2025年第一次临... ○ × | | | 分日本 、五日 日K 周Ｋ | 17月K 更多, | | 均线▼ MA5:75.60↑10:58.54个 20:35.45↑ | | | 99.00 | 99.00-> | | 75.71 | | | 52.41 | | 在上纬新材股价异动前夕，其公告拟易主智元机器人的相关方。8月4日晚间，上纬新 ...

上纬新材8月4日晚间公告，近期公司就股票交易异常波动及严重异常波动的相关事项进行了核查。鉴于 相关核查工作已完成，经公司向上交所申请，公司股票将于8月5日（星期二）开市起复牌。上纬新材的 停牌核查时间与预期一致，为3个交易日。 A 股今年首只 10 倍股将要恢复交易了。短暂的三日停牌核查之后，上纬新材（ 688585 ）宣布将在明日 复牌。 上纬新材是2025年A股的首只10倍股。其主要涨幅在7月9日至30日期间完成，短短16个交易日内上纬新 材累计大涨1083%，对应市值由30亿元左右飙升至371亿元，今年以来累计涨幅1282%。 导致上纬新材股价突然飙涨的事项发生在7月8日晚上——智元机器人的运营主体以及核心团队拟至少收 购上市公司合计63.62%股份，并成为控股股东。业内将之视为新质生产力企业在A股的标志性收购案 例，也是具身智能企业在科创板的首单收购案例。 对比核查前后，上纬新材所提示的交易风险，新增一则自愿性披露的半年度业绩预告。 上纬新材表示，经对公司2025年半年度财务情况的初步测算，预计营业收入为7.84亿元，较上年同期增 加12.50%；归母净利润2990.04 万元，较上年同期减少32.9 ...

Group 1 - New stock offering for Zhigao Machinery with an issuance price of 17.41 CNY per share and a subscription limit of 1.0203 million shares [2] - In July, A-share new accounts reached 1.9636 million, a nearly 20% increase from June and over 70% year-on-year growth, with individual investors accounting for 1.954 million [3] - The revised Anti-Money Laundering Law will take effect on January 1, 2025, with new regulations being drafted for customer due diligence and transaction record management [5] Group 2 - Hainan Province aims for its four leading industries to account for 70% of GDP by 2027, with a focus on high-quality economic development and the integration of productive services with advanced manufacturing [7] - Shanghai's "Explorer Program" aims to support basic research in key industries, with joint funding from local enterprises and associations [6] - Companies like Nanjing Bank and Guizhou Moutai are actively increasing their shareholdings and repurchasing shares, indicating strong market confidence [11]

Core Viewpoint - The company, Aowei New Materials, has voluntarily disclosed its performance forecast for the first half of 2025, expecting a significant decline in net profit due to increased overseas sales costs and commissions [1][3]. Group 1: Performance Forecast - Aowei New Materials anticipates a net profit of 29.90 million yuan for the first half of 2025, representing a year-on-year decrease of 32.91% [1][3]. - The expected operating revenue for the same period is 784 million yuan, reflecting a year-on-year increase of 12.5% [3]. - The net profit attributable to shareholders, excluding non-recurring gains and losses, is projected to be 26.04 million yuan, down 37.02% year-on-year [3]. Group 2: Reasons for Performance Change - The decline in net profit is attributed to an increase in overseas sales costs and commissions by approximately 11 million yuan [3]. - Significant fluctuations in exchange rates in the second quarter resulted in foreign exchange losses of about 7.68 million yuan on accounts receivable in USD [3]. - Increased testing costs for recyclable product research and development amounted to approximately 5.72 million yuan [3]. Group 3: Stock Trading and Control Change - Aowei New Materials' stock was suspended for trading due to abnormal price fluctuations, with a resumption scheduled for August 5, 2025 [4]. - The company's stock price surged from 7.78 yuan to 92.07 yuan per share, becoming a "tenfold bull stock" due to the "embodied intelligent robot" concept and a potential acquisition plan [2][4]. - The acquisition plan involves a holding platform aiming to acquire at least 63.62% of Aowei New Materials' shares, leading to a change in actual control to Deng Taihua and his core team [2][4].

8月4日晚间，上纬新材披露公告称，近期，公司就股票交易异常波动及严重异常波动的相关事项进行了核查。 鉴于相关核查工作已完成，经公司向上交所申请，公司股票将于8月5日开市起复牌。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 688585 | 上纬新材 | A 股 复牌 | | | 2025/8/4 | 2025/8/5 | 公告称，公司基本面未发生重大变化，主营业务仍为环保高性能耐腐蚀材料、风电叶片用材料等的研发、生产 及销售。 同日，公司披露《上纬新材关于2025年半年度业绩预告的自愿性披露公告》，公司预计2025年上半年营业收入 为78377.39万元，较上年同期增加12.50%。 预计实现归属于上市公司股东的净利润2990.04万元，较上年同期减少32.91%，归属于上市公司股东的扣除非经 常性损益的净利润2604.14万元，较上年同期减少37.02%。 对于业绩变动原因，上纬新材表示，主要是因为海外美金应收账款造成的汇兑损失约768万，以及研发可回收 ...

交易行情显示，7月9日—7月30日16个交易日内，公司股价区间累计涨幅1083.42%，同期大盘涨幅 3.38%。 来源：公司公告、公开信息 （文章来源：华夏时报） 上纬新材称，目前公司基本面未发生重大变化。公司主营业务仍为环保高性能耐腐蚀材料、风电叶片用 材料、新型复合材料以及循环经济材料的研发、生产及销售，未发生重大变化。公司生产经营未发生重 大变化，市场环境或行业政策未发生重大调整，生产成本和销售等情况未出现重大变化。 上纬新材同时表示，公司2025年上半年营业收入为78,377.39万元，较上年同期增加12.50%，归属于上 市公司股东的净利润2,990.04万元，较上年同期减少32.91%，归属于上市公司股东的扣除非经常性损益 的净利润2,604.14万元，较上年同期减少37.02%，主系海外美金应收账款造成的汇兑损失、海外销售运 费、佣金及研发检测试验费增加，使净利润较同期减少。 上纬新材公告还显示，截至目前，收购方智元恒岳和致远新创合伙不存在未来 12个月内对上纬新材及 其子公司的资产和业务进行出售、合并、与他人合资或合作的计划，不存在关于上纬新材拟购买或置换 资产的重组计划。公司前期披露的控制 ...

Suspension and Resumption of Trading - Shenzhou New Materials has resumed trading after the completion of verification [1] - *ST Huarong is suspended due to significant matters being planned by its controlling shareholder, which may lead to a change in control [1] - Sanchao New Materials has resumed trading following a change in its controlling shareholder to Boda New Energy's parent company [1] - China Shipbuilding Industry Corporation is suspended as it will submit a voluntary delisting application after implementing cash options for dissenting shareholders [1] Mergers and Acquisitions - Lvtong Technology plans to acquire 51% of Damo Semiconductor for 530 million yuan, which is expected to support its strategic transformation and industrial upgrade [2] Investment Cooperation and Operational Status - Jinfeng Technology plans to invest approximately 1.0137 billion yuan in the "JF New Materials Phase I Eastern Production Base" project in Shanghai [3] - Ruikeda has begun small-scale supply of products for humanoid robots [4] - Gaode Infrared signed contracts worth 307 million yuan for a complete equipment system and thermal imaging products, accounting for 11.46% of its audited revenue for 2024 [4] - Shanghai Xiba plans to establish a joint venture with Yoyan Rare Earth with a registered capital of 200 million yuan to promote lithium sulfide business [4] - Qiaoyuan Co. intends to invest 302 million yuan in a special gas production base for electronic and medical applications in Chengdu [4] Performance Changes - Haowei Group expects a net profit of 1.906 billion to 2.046 billion yuan for the first half of the year, representing a year-on-year increase of 39.43% to 49.67% [5]

Key Points - The core viewpoint of the articles revolves around various companies' announcements regarding stock performance, financial results, and strategic initiatives, highlighting both growth opportunities and challenges in their respective sectors. Group 1: Company Announcements - Aowei New Materials will resume trading on August 5, 2025, with no significant changes in its fundamentals, reporting a 12.50% increase in revenue to 784 million yuan but a 32.91% decrease in net profit due to foreign exchange losses [1][1] - Guizhou Moutai has repurchased 3.4517 million shares, totaling 5.301 billion yuan, which will be used for capital reduction [1][1] - China Shipbuilding plans to address dissenting shareholder buyout requests, leading to a suspension of its stock from August 13, 2025 [2] - China Heavy Industry is set to be absorbed by China Shipbuilding, potentially leading to its delisting from the Shanghai Stock Exchange [3] - Leshan Electric will implement a low electricity price policy for residential use starting September 1, 2025, which is expected to reduce its revenue by approximately 16.6 million yuan [4] - Ruikeda has begun small-scale supply of humanoid robot products, projecting sales revenue of about 10 million yuan for 2025 [5] - Fuyuan Pharmaceutical's innovative drug FY101 is still in Phase I clinical trials, with significant uncertainty regarding its success [6] - Lvtong Technology plans to acquire 51% of Damo Semiconductor for 530 million yuan to facilitate its strategic transition to the semiconductor industry [8] - Xizang Tianlu sold shares of China Power Construction for a total of 184 million yuan, expecting a net investment gain of approximately 45.75 million yuan [9] - Howey Group anticipates a net profit increase of 39% to 50% for the first half of 2025, driven by growth in its image sensor products [10] - Yipin Hong's subsidiary has received approval for clinical trials of its innovative drug for endometriosis [11] - Huiyu Pharmaceutical's innovative drug for advanced solid tumors has completed its first patient dosing in Phase I trials [12] - XGIMI Technology is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [13] - Longyang Electronics' HVLP copper foil products are still in the verification stage, with no revenue generated yet [14] - ST Yuancheng's independent director is under investigation for serious violations, but this will not affect the company's operations [15] - Xiling Power is focusing on robot components as a strategic direction, expanding its product development [17] - Shanghai Xiba plans to establish a joint venture with Yuyuan Rare Earth to promote lithium sulfide business development [18] Group 2: Financial Performance - Chiplink Integration reported a revenue of 3.495 billion yuan for the first half of 2025, with a net loss of 170 million yuan, an improvement from a loss of 471 million yuan in the previous year [19] - Liaoning Port's net profit for the first half of 2025 increased by 110.78% to 956 million yuan, with total revenue of 5.693 billion yuan [20] Group 3: Share Buybacks and Holdings - Nanjing Bank's shareholder Nanjing High-Tech increased its stake to 9% by acquiring 750,770 shares [21] - Xuedilong plans to reduce its holdings by up to 1% of the total share capital, amounting to 6.36 million shares [21]

7月31日起停牌的上纬新材(688585.SH)，要复牌了。 8月4日晚间，上纬新材公告称，近期，公司就股票交易异常波动及严重异常波动的相关事项进行了核 查。鉴于相关核查工作已完成，经公司向上交所申请，公司股票将于8月5日开市起复牌。目前公司基本 面未发生重大变化。 同日，上纬新材公告称，公司预计2025年半年度营业收入为7.84亿元，较上年同期增加12.50%，归属于 上市公司股东的净利润为2990.04万元，较上年同期减少32.91%。业绩下滑主要由于海外销售运费及佣 金增加约1100万元，二季度新台币兑美元汇率急升导致汇兑损失约768万元，以及研发可回收产品检测 试验费用增加约572万元。 7月28日，上纬新材年内累计涨幅超过10倍，成为A股2025年以来首只10倍股。这源于该公司7月8日发 布的一篇公告：上海智元新创技术有限公司（智元机器人运营主体）及其核心团队共同出资设立的持股 平台，以协议转让和要约收购的方式取得公司控制权，至少收购其63.62%股份。智元机器人成立于 2023年2月，是人形机器人头部公司。 受此消息影响，7月9日—7月30日这16个交易日内，上纬新材股价涨幅达1083.42%。截 ...