Wind统计显示，9月2日，科创板两融余额合计2308.39亿元，较上一交易日减少0.67亿元。其中，融资 余额合计2300.51亿元，较上一交易日减少0.68亿元；融券余额合计7.88亿元，较上一交易日增加0.01亿 元。 （文章来源：证券时报网） 从个股来看，9月2日有305只科创板个股获融资净买入，净买入金额在5000万元以上的有18股。其中， 百济神州获融资净买入额居首，净买入3.52亿元；融资净买入金额居前的还有华虹公司、绿的谐波、上 纬新材、凌云光等股，净买入金额均超1亿元。 ...

Group 1: Policy and Regulatory Updates - The Ministry of Finance and the State Taxation Administration issued a notice clarifying tax policies for the transfer of state-owned equity and cash income to supplement the social security fund [1][2] - The notice states that interest income from loans and financial product transfers related to the transferred state-owned equity will be exempt from VAT, and income from the transfer of non-listed state-owned equity will be exempt from corporate income tax [1][2] - The notice will take effect on April 1, 2024, and taxpayers who have paid taxes before the notice can apply for refunds if they meet the criteria [3] Group 2: Market Performance and Company News - Tianpu Co. announced that its stock price has increased by 100% over eight consecutive trading days, indicating a significant deviation from its fundamental value, and may apply for a trading suspension if the abnormal rise continues [6] - China Petroleum announced the transfer of 541 million A-shares (0.30% of total shares) to China Mobile, which will not change the controlling shareholder or actual controller [6] - The North Exchange reported that its 274 listed companies achieved a total revenue of 92.064 billion yuan in the first half of the year, with a year-on-year growth of 6.01%, while net profit decreased by 10.59% [3][4] Group 3: Industry Insights - The software industry in China reported a revenue of 83.246 billion yuan in the first seven months, with a year-on-year growth of 12.3%, and profits increased by 12.4% [5] - The Shanghai Municipal Economic and Information Commission announced the launch of the 2025 "Artificial Intelligence+" action project, aiming to enhance the integration of AI with various sectors and promote high-quality industrial development [4]

Core Viewpoint - The stock price of Shangwei New Materials has significantly increased, raising concerns about its detachment from the company's current fundamentals and potential market risks for investors [1][2]. Group 1: Company Fundamentals - The company's main business remains focused on the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, wind turbine blade materials, new composite materials, and circular economy materials, with no significant changes reported [2]. - The company reported a 12.50% increase in revenue for the first half of 2025, amounting to 783.77 million yuan, while the net profit attributable to shareholders decreased by 32.91% to 29.90 million yuan, primarily due to exchange losses and increased costs [3]. Group 2: Stock Performance and Trading Activity - From July 9, 2025, to September 2, 2025, the company's stock price surged by 1154.50%, significantly outpacing the growth of relevant indices such as the Sci-Tech Innovation Index and the Sci-Tech 50 [1][6]. - The stock has experienced multiple instances of abnormal trading fluctuations, with seven occurrences of both abnormal and severe abnormal trading conditions during the specified period, leading to 13 risk warning announcements [5]. - The trading turnover rate on September 2, 2025, was 6.58%, with an external turnover rate of 40.18%, both significantly higher than the average turnover rates of the previous five trading days [7]. Group 3: Market Position and Valuation - As of September 2, 2025, the company's price-to-earnings (P/E) ratio was reported at 443.93 times, with a rolling P/E ratio of 531.91 times, which is substantially higher than the industry average P/E ratio of 26.56 times [8]. Group 4: Control and Regulatory Matters - There are significant uncertainties regarding the change of control of the company, as the transaction requires compliance confirmation from the Shanghai Stock Exchange and other regulatory approvals, which may affect the completion of the share transfer [9].

Group 1 - The humanoid robot sector in A-shares experienced explosive growth, with multiple stocks hitting the daily limit up, including Qin Chuan Machine Tool, Longxi Co., Giant Wheel Intelligent, and Zhejiang Rongtai [1] - Several listed companies disclosed progress in humanoid robot-related businesses, such as Jiechang Drive's development of linear actuators and joint modules, and New Times' plans to launch a general-purpose controller by the end of 2025 [2] - Zhejiang Rongtai announced a stock trading anomaly due to a cumulative price increase exceeding 20% over three trading days, confirming stable operations and no undisclosed significant information [3] Group 2 - New Times highlighted its unique position in the field of embodied intelligence, focusing on customized development for industrial applications and planning to provide complete machine products in humanoid robotics [2] - Zhejiang Rongtai has been active in the robotics sector, acquiring stakes in companies related to intelligent robotics and establishing a wholly-owned subsidiary in Jiaxing [3] - As of June 30, 2025, notable shareholder Zhang Jianping held 3.00% of Zhejiang Rongtai's shares, entering the top ten circulating shareholders [3]

Core Viewpoint - The company, Upwind New Materials (688585.SH), issued a risk warning announcement indicating that its main business remains focused on the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, wind turbine blade materials, new composite materials, and circular economy materials, with no significant changes occurring in its operations or market environment [1] Company Operations - The company's production and operations have not experienced significant changes, and there have been no major adjustments in market conditions or industry policies [1] - Production costs and sales situations have also not shown any significant changes [1] Market Conditions - Despite the stable fundamentals of the company, the recent trading price of its stock has significantly deviated from its current fundamental situation, indicating potential market risks for investors participating in trading [1]

Group 1 - The core business of the company remains focused on the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, materials for wind turbine blades, new composite materials, and circular economy materials, with no significant changes reported [1] - The company's production and operations have not experienced major changes, and there have been no significant adjustments in the market environment or industry policies, nor in production costs and sales [1] - Despite the stable fundamentals, the company's stock trading price has significantly deviated from its current fundamental situation, indicating potential market risks for investors participating in trading [1]

Group 1 - The stock price of the company has increased by 1154.50% from July 9, 2025, to September 2, 2025, significantly outpacing the growth of relevant indices such as the Sci-Tech Innovation Index and the Sci-Tech 50 [1] - The company has experienced multiple instances of abnormal stock trading fluctuations, indicating a potential disconnection between the stock price and the current fundamentals [1] - The company's main business remains focused on the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, wind turbine blade materials, new composite materials, and circular economy materials, with no significant changes reported [1] Group 2 - The acquiring parties, Shanghai Zhiyuan Hengyue Technology Partnership (Limited Partnership) and Shanghai Zhiyuan Xinchuan Technology Equipment Partnership (Limited Partnership), have no plans to sell, merge, or collaborate on the assets and business of the company or its subsidiaries within the next 12 months [2] - There are no restructuring plans regarding the purchase or replacement of assets by the company [2]

格隆汇9月2日｜上纬新材公告称，公司股票价格自2025年7月9日至9月2日累计上涨1154.50%，远超相 关指数涨幅，多次触及异常波动及严重异常波动情形。公司基本面未发生重大变化，但股票价格已严重 脱离基本面，投资者可能面临较大市场风险。此外，公司2025年上半年净利润同比减少32.91%，主要 因汇兑损失、运费增加等。收购方未来十二个月内无资产重组计划。公司股票换手率和市盈率显著高于 行业平均水平，且外部流通盘较小。控制权变更事项仍存在不确定性。公司未发现其他可能影响股价的 重大事件或敏感信息。 ...

证券代码：688585 证券简称：上纬新材 公告编号：2025-074 上纬新材料科技股份有限公司 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、准确性和完整性依法承担法律责任。 上纬新材料科技股份有限公司（以下简称"公司"、"上纬新材"）股票价 格自 2025 年 7 月 9 日至 2025 年 9 月 2 日累计上涨 1154.50%，短期涨幅显著高 于科创综指、科创 50 及同行业等相关指数涨幅，期间多次触及股票交易异常波 动及严重异常波动情形，股票价格存在脱离当前基本面的风险，投资者参与交易 可能面临较大风险。敬请广大投资者务必充分了解二级市场交易风险，切实提高 风险意识，理性投资并注意投资风险。 一、目前公司基本面未发生重大变化，股票价格存在脱离当前基本面的风险 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。 目前，公司基本面未发生重大变化，但近期公 ...

（原标题：上纬新材：公司股价存在脱离当前基本面的风险） 人民财讯9月2日电，上纬新材(688585)9月2日晚间发布股票交易风险提示公告，公司股票价格自7月9日 至9月2日累计上涨1154.5%，短期涨幅显著高于科创综指、科创50及同行业等相关指数涨幅，期间多次 触及股票交易异常波动及严重异常波动情形，股票价格存在脱离当前基本面的风险，投资者参与交易可 能面临较大风险。 ...