Market Overview - The Chinese stock market is expected to reach new highs, with continued optimism in financial, growth, and certain cyclical sectors [1][12] - The US stock indices experienced their largest gains since May 27, driven by investor buying on dips and speculation about a potential interest rate cut in September [4][12] - Major technology stocks showed strong performance, with Nvidia up 3.6%, Meta up 3.5%, and Google up 3.1% [4] Economic Indicators - The People's Bank of China reported a net liquidity injection of 100 billion yuan through MLF and 200 billion yuan through reverse repos [5] - In July, wholesale sales of new energy passenger vehicles in China reached 1.18 million units, a year-on-year increase of 25% [5] Company Announcements - Aowei New Materials announced that its stock will resume trading on August 5, 2025, with no significant changes in its fundamentals [8] - China Shipbuilding Industry Corporation plans to absorb China Shipbuilding Heavy Industry Company, which may lead to the latter's stock being delisted [9][10] - Kweichow Moutai reported a total share buyback of 3.45 million shares, amounting to 5.301 billion yuan [11]

重要新闻提示 上纬新材（688585）：核查结束，今日复牌 1. 中国人民银行8月4日消息，新修订的反洗钱法于2025年1月1日起正式施行，为落实反洗钱法有关要 求，有效应对反洗钱国际评估，中国人民银行会同国家金融监督管理总局、中国证券监督管理委员会起 草了《金融机构客户尽职调查和客户身份资料及交易记录保存管理办法（征求意见稿）》，现向社会公 开征求意见。意见反馈截止时间为2025年9月3日。管理办法规范的主要内容包括：明确客户尽职调查总 体要求。完善客户尽职调查具体要求。完善适用范围等内容，确保与反洗钱法相衔接。 2. 8月4日，中国人民银行发布2025年7月中央银行各项工具流动性投放情况。数据显示，7月，常备借贷 便利（SLF）净回笼3亿元，中期借贷便利（MLF）净投放1000亿元，抵押补充贷款（PSL）净回笼 2300亿元，短期逆回购净投放1880亿元，买断式逆回购净投放2000亿元。7月没有开展公开市场国债买 卖。 中国船舶、中国重工：披露中国船舶换股吸收合并中国重工事项异议股东收购请求权实施公告。中国船 舶股票8月13日起连续停牌；中国重工股票8月13日起连续停牌，直至终止上市，不再复牌。 天坛生物 ...

Core Viewpoint - The company, Shangwei New Materials, announced that its stock will resume trading on August 5, 2025, after a significant price increase, while also projecting a decline in net profit for the first half of 2025 [2][3]. Group 1: Stock Trading and Performance - Shangwei New Materials' stock was suspended from trading due to price volatility, with a cumulative increase of 1083.42% from July 9 to July 30, making it the first stock in A-shares this year to exceed a tenfold increase [3][8]. - The company reported that its stock price has significantly deviated from its fundamental performance, indicating potential market risks for investors [3][4]. - The average turnover rate of Shangwei New Materials' stock from July 22 to July 30 was 6.37%, with a median of 5.60%, while the external turnover rate was significantly higher at 41% [10]. Group 2: Financial Performance and Projections - The company expects a decline in net profit for the first half of 2025, with a projected decrease of 32.91% in net profit attributable to shareholders and a 37.02% drop in net profit after deducting non-recurring gains and losses [2][6]. - The decline in performance is attributed to increased overseas sales shipping costs, commission fees, foreign exchange losses, and rising costs associated with testing recyclable products [6]. Group 3: Corporate Control and Ownership Changes - Shangwei New Materials is undergoing a change in control, with Shanghai Zhiyuan Hengyue Technology Partnership and Shanghai Zhiyuan Xinchuan Technology Equipment Partnership planning to acquire controlling stakes in the company [6][7]. - The new controlling shareholder will be Zhiyuan Hengyue, with Deng Taihua as the actual controller, who is associated with Zhiyuan Robotics, a prominent player in the humanoid robotics sector [6][7]. - The change in control is subject to regulatory approvals, and there is uncertainty regarding the completion of the acquisition process [7].

上纬新材介绍，净利润下滑主要是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 11.76%，致使海外美元应收账款造成的汇兑损失约768万元，及研发可回收产品检测试验费增加约572 万元，使净利润较上年同期减少。 此外，停牌核查前后，上纬新材均强调的风险包括：目前公司基本面未发生重大变化、收购方未来十二 个月内不存在资产重组计划、公司股票价格脱离当前基本面的风险、公司外部流通盘较小、公司控制权 变更事项仍存在重大不确定性风险等因素。 盘面上来看，上纬新材目前外部流通盘较小，公司5%以上股东之外的其余外部流动股占公司A股比例 约为15%。如按外部流通盘计算，上纬新材7月22日至7月30日期间的换手率平均值已达41%、中位值已 达36%。截至8月4日，上纬新材最新市盈率为418.77倍。 从消息面来看，收购方已明确表示，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。 A股今年首只10倍股将要恢复交易。短暂的三日停牌核查之后，上纬新材(688585)宣布将在今日复牌。 上纬新材8月4日晚间公告，近期公司就股 ...

（一）业绩预告期间 （二）业绩预告情况 经上纬新材料科技股份有限公司（以下简称公司）财务部门对公司 2025 年 半年度财务情况的初步测算： 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 （三）本业绩预告采用中国企业会计准则编制测算，未经注册会计师审计。 证券代码：688585 证券简称：上纬新材 公告编号：064 上纬新材料科技股份有限公司 关于 2025 年半年度业绩预告的自愿性披露公告 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。 一、本期业绩预告情况 利 润 4,456.92 万元 ， 归 属于 上市 公司 股东 的 扣除 非 经 常 性损 益的 净利 润 三、本期业绩变化的主要原因 公司归属于上市公司股东的净利润及归属于上市公司股东的扣除非经常性 损益的净利润较上年同期减少，主系海外销售运费及佣金增加约 1,100 万,二季 度新台币兑美金汇率急升 11.76%,致使海外美金应收账款造成的汇兑损失约 768 万，及研发可回收产品检测试验费增加约 5 ...

证券代码：688585 证券简称：上纬新材 公告编号：2025-063 上纬新材料科技股份有限公司 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。 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。 关于股票交易停牌核查结果暨复牌的公告 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。 重要内容提示： ? 证券停复牌情况：适用 材"、"公司"）相关证券停复牌情况如下： 停牌 证券代码 证券简称 停复牌类型 停牌起始日 停牌终止日 复牌日 期间 证券交易所科创板股票上市规则》等相关规定，经向上海证券交易所申请，公司 股票将于 2025 年 8 月 5 日（星期二）开市起复牌。 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 ...

Core Viewpoint - The stock of Shangwei New Materials (688585) is set to resume trading after a three-day suspension for investigation, marking it as the first tenfold stock in A-shares this year [1][3]. Group 1: Stock Performance - Shangwei New Materials experienced a dramatic increase in stock price, rising 1083% from approximately 3 billion yuan to 37.1 billion yuan within 16 trading days from July 9 to July 30, 2025, with a year-to-date increase of 1282% [3][4]. - The stock's current price-to-earnings ratio stands at 418.77 times as of August 4, 2025 [6]. Group 2: Acquisition and Corporate Changes - The surge in stock price was triggered by the announcement that Zhiyuan Robotics' operating entity and core team plan to acquire at least 63.62% of Shangwei New Materials, making them the controlling shareholder [4]. - This acquisition is viewed as a landmark case for new productivity enterprises in A-shares and the first acquisition case for intelligent enterprises on the Sci-Tech Innovation Board [4]. Group 3: Financial Performance and Risks - Preliminary estimates for the first half of 2025 indicate Shangwei New Materials expects revenue of 784 million yuan, a 12.5% increase year-on-year, while net profit is projected at 29.9 million yuan, a decrease of 32.91% compared to the previous year [5]. - The decline in net profit is attributed to increased overseas shipping costs and commissions, as well as foreign exchange losses due to currency fluctuations [5]. - The company has highlighted several risks, including the lack of significant changes in its fundamentals, the absence of asset restructuring plans in the next twelve months, and the potential for stock price to deviate from current fundamentals [5][6].

Core Viewpoint - The company, Shuangwei New Materials, has announced a significant decline in net profit for the first half of the year, with a year-on-year decrease of 32.91%, leading to concerns among investors about its stock performance and future prospects [1][3]. Financial Performance - Shuangwei New Materials expects its revenue for the first half of 2025 to be 784 million yuan, representing a 12.50% increase compared to the same period last year [1]. - The net profit attributable to shareholders is projected to be 29.90 million yuan, a decrease of 32.91% year-on-year [1]. Stock Market Activity - The company's stock will resume trading on August 5, 2025, after being suspended due to unusual trading activity [2]. - Shuangwei New Materials was previously recognized as the first 10x stock in A-shares for 2025, with its price surging significantly from July 9 to July 30, 2025 [4][6]. Acquisition and Corporate Changes - Shanghai Zhiyuan New Technology Co., Ltd. plans to acquire at least 63.62% of Shuangwei New Materials for 2.1 billion yuan, which has generated speculation about potential changes in control and corporate structure [7]. - The acquisition is not classified as a reverse merger or shell listing, as the acquiring company aims to clarify its intentions [7][8]. Market Sentiment - Investor sentiment has turned negative following the profit warning, with discussions in stock forums reflecting concerns about the company's future stock performance [3][4].

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 ...