个股方面，上纬新材跌停开盘，该股年内累计涨幅近19倍。公司公告称，截至目前，未来36个月内，智 元创新不存在通过上市公司借壳上市的计划或安排。 记者 | 李香香 编辑 | 叶映橙 10月13日，A股三大指数大幅低开。截至9:45，跌幅均有所收窄，沪指跌1.12%，深成指跌1.52%，创业 板指跌1.11%，板块方面，消费电子、算力硬件等板块跌幅居前。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3853.24 | 13152.72 | 1483.26 | | -43.78 -1.12% | -202.70 -1.52% | -23.64 -1.57% | | 科创50 | 创业板指 | 万得全A | | 1461.82 | 3078.65 | 6248.73 | | +9.15 +0.63% | -34.61 -1.11% | -77.67 -1.23% | | 沪深300 | 中证500 | 中证A500 | | 4561.36 | 7306.01 | 5510.74 | | -55.47 -1.20% | -92.22 -1.25% | -66.91 -1.2 ...

Market Overview - A-shares opened significantly lower on October 13, with the Shanghai Composite Index down 1.12%, the Shenzhen Component Index down 1.52%, and the ChiNext Index down 1.11% [1][2] - The decline in major indices was led by sectors such as consumer electronics and computing hardware [1] Index Performance - Shanghai Composite Index: 3853.24, down 43.78 points (-1.12%) [2] - Shenzhen Component Index: 13152.72, down 202.70 points (-1.52%) [2] - ChiNext Index: 3078.65, down 34.61 points (-1.11%) [2] - The STAR Market 50 Index showed a slight increase of 0.63% [2] Individual Stock Movement - Upwind New Materials opened at the daily limit down, despite a year-to-date increase of nearly 19 times [2] - The company announced that it has no plans for a backdoor listing through the public company in the next 36 months [2] Futures Market - FTSE China A50 Index futures opened higher but were down 1.2% after a previous night session decline of 4.26% [3]

经核实，截至目前，收购方智元恒岳及其一致行动人上海致远新创科技设备合伙企业（有限合伙）（简称"致远新创合伙"）不存在未来12个月内对上市 公司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明确计划，或上市公司拟购买或置换资产的明确重组计划。截至目前，未来36个月 内，智元创新不存在通过上市公司借壳上市的计划或安排。 消息面上，上纬新材10日发布公告称，已关注到近期市场存在部分媒体关于上纬新材与实际控制人邓泰华及其控制的智元创新（上海）科技有限公司 （简称"智元创新"）相关资产进行整合的讨论与报道。 10月13日， 上纬新材复牌20%跌停，该股今年来涨势强劲，此前 年内最大涨幅超20倍 。 同时，上纬新材于2025年9月24日收到智元恒岳就本次要约收购事宜出具的《上纬新材料科技股份有限公司要约收购报告书》，要约收购价格、拟要约 收购股数等相关内容均无变化。 ...

Core Viewpoint - The stock of Shangwei New Materials (688585) experienced a significant drop after resuming trading, despite a previous surge of nearly 16 times from July 9 to September 25 [1] Group 1: Company Announcement - The company acknowledged recent media discussions regarding asset integration involving its actual controller, Deng Taihua, and Zhiyuan Innovation (Shanghai) Technology Co., Ltd [1] - The company confirmed that the acquiring party, Zhiyuan Hengyue, and its affiliates do not have any explicit plans for asset sales, mergers, or partnerships involving the listed company or its subsidiaries within the next 12 months [1] - There are no plans for Zhiyuan Innovation to pursue a backdoor listing through the company within the next 36 months [1] Group 2: Business Operations - The company's fundamental operations remain unchanged, focusing 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 [1] - There have been no significant changes in production operations, market environment, industry policies, or production costs and sales [1] Group 3: Market Risk - Despite the company's fundamentals remaining stable, the stock price has significantly deviated from its current fundamental situation, posing a risk of rapid decline [2] - If the stock price continues to diverge from the company's fundamentals, the company may apply for a trading suspension for further investigation [2]

Core Viewpoint - The stock of Suwei New Materials (SH688585) hit the daily limit down, closing at 105.68 yuan, reflecting a decline of 20% and a total market capitalization of 42.627 billion yuan, indicating significant investor concern over the company's performance and valuation [1][2]. Group 1: Company Performance - The company's net profit for the first half of 2025 decreased by 32.91% year-on-year, while the non-recurring net profit fell by 37.02%, highlighting a decline in profitability that negatively impacted the stock price [2]. - The company’s price-to-earnings (P/E) ratio reached as high as 540 times, significantly exceeding the industry average of 27 times, raising concerns about overvaluation and leading to skepticism regarding its investment value [2]. Group 2: Control and Risk Factors - There is uncertainty regarding a change in control, which requires compliance confirmation from the exchange, adding to the instability of the company's future [2]. - An important client, TPI Mexico, has filed for bankruptcy protection, affecting accounts receivable amounting to 32.37 million yuan, further complicating the company's financial outlook [2]. Group 3: Market Dynamics - The stock experienced a historical high on September 25, with a 20% increase, which may have led to profit-taking pressure at elevated levels [2]. - The company's external circulation is only 15-16%, with the top three shareholders holding over 90% of the shares, indicating liquidity risks due to concentrated ownership [2]. - The stock has been under close monitoring by the exchange for six consecutive weeks due to abnormal fluctuations, which has affected investor confidence and contributed to capital outflows, resulting in the stock hitting the daily limit down [2].

北京商报讯（记者 马换换 王蔓蕾）10月13日，上纬新材（688585）开盘"20cm"跌停，截至北京商报记 者发稿，公司股价仍未打开跌停板，报跌停价105.68元/股。 10月10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的相关事项进行了核查。经核 实，收购方未来十二个月内不存在资产重组计划。目前公司基本面未发生重大变化，公司近期经营情况 正常，但近期公司股票交易价格已严重脱离公司目前的基本面情况，公司股价存在随时快速下跌的风 险。 ...

经济观察网 上纬新材20CM跌停开盘，该股年内累计涨幅近19倍。公司公告称，截至目前，未来36个月 内，智元创新不存在通过上市公司借壳上市的计划或安排。 ...

2025.10. 13 本文字数：2393，阅读时长大约4分钟 作者 | 一财 阿驴 09:25 A股开盘丨三大指数大幅低开 上证指数低开2.49%，深证成指低开3.88%，创业板指低开4.44%。CPO、消费电子、人形机器人 概念股大幅低开。上纬新材复牌跌停。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 1 | 3800.11c | -96.92 | -2.49% | | 399001 | 深证成指 | | 12837.25c | -518.17 | -3.88% | | 399006 | 创业板指 | | 2975.03 c | -138.24 | -4.44% | | 000688 | 科创50 | | 1409.68c | -42.99 | -2.96% | | | 31.208(CNY) 34.200 +2.080 +6.48% | | | | | 金山软件 立即 3888 交易 | | | --- | --- | --- | --- | --- | --- | - ...

Core Viewpoint - The company, Upwind New Materials, experienced a 20% limit down upon resuming trading, following an announcement that Zhiyuan Innovation has no plans or arrangements to go public through a reverse merger with the company [1] Group 1 - Upwind New Materials' stock fell by 20% after resuming trading [1] - The company clarified that there are no plans for Zhiyuan Innovation to use it as a vehicle for a reverse merger [1]

Group 1 - The Ministry of Housing and Urban-Rural Development will collaborate with relevant departments to formulate supporting documents to implement the spirit of the Central Urban Work Conference [1] - The Ministry of Industry and Information Technology is conducting commercial trials for satellite IoT services [1] - In September, the number of new accounts reached 2.9372 million, representing a year-on-year increase of 60.73% [1] Group 2 - The logistics demand continues to improve, with the logistics industry prosperity index in September showing a month-on-month rebound [1] - The Shanghai government is accelerating the cultivation of industries such as silicon photonics, 6G, fourth-generation semiconductors, and brain-like intelligence [1] - The Ministry of Transport will impose special port service fees on American vessels [1]