Group 1 - The A-share smart wearable concept has experienced a volatile rebound, with Feiya Technology hitting the daily limit up [1] - Other companies such as Fenda Technology, Changying Precision, Zhihui Power, Dongshan Precision, Lexin Medical, and Huanshu Electronics also saw increases in their stock prices [1]

Group 1 - The company signed a share acquisition intention agreement with Hanhang Electromechanical Co., Ltd. to acquire all or part of the controlling stake in Shaanxi Changkong Gear Co., Ltd. through cash payment [1] - The capital increase of Changkong Gear has been completed, with a registered capital increase from 21,000,000.00 yuan to 38,313,076.07 yuan, utilizing the state-owned capital reserve of China Aviation Industry Corporation [2] - The company is actively promoting the audit and evaluation work related to the acquisition, with the final acquisition plan subject to the results of these processes and necessary decision-making procedures [2]

证券代码：000026 200026 证券简称：飞亚达 飞亚达 B 公告编号：2025-022 飞亚达精密科技股份有限公司 关于拟收购陕西长空齿轮有限责任公司股权暨关联交易的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或者重 大遗漏。 飞亚达精密科技股份有限公司（以下简称"公司"）于 2025 年 6 月 4 日与汉中汉航机电有 限公司（以下简称"汉航机电"）签署了《股权收购意向协议》，拟以现金方式收购陕西长空齿 轮有限责任公司（以下简称"长空齿轮"）的全部或部分控股权（以下简称"本次收购"）。具 体内容详见公司于 2025 年 6 月 5 日在巨潮资讯网披露的《关于签署股权收购意向协议暨关联 交易的公告 2025-018》。 近日，长空齿轮的国有独享资本公积转股事宜已完成。公司实际控制人中国航空工业集团 有限公司（以下简称"中航工业"）与汉航机电、长空齿轮签署了《增资协议》，约定以长空齿 轮截至 2024 年 10 月 31 日归属于中航工业的国有独享资本公积账面值 100,763,011.27 元转增 长空齿轮注册资本 17,313,076.07 元，剩余 ...

New Stock Issuance - Huadian New Energy (证券代码: 730930) issued shares at a price of 3.18 on July 7, 2025[1] - Jichuan Pharmaceutical (证券代码: 600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (证券代码: 603389) has a tender offer period from June 10 to July 9, 2025[1] Trading Alerts - The last trading day for TSM Jinguang (证券代码: 600190) is in 9 trading days[1] - The last trading day for TSM Jinyou (证券代码: 600462) is in 5 trading days[1] - The last trading day for TSM Gongzhi (证券代码: 000584) is in 3 trading days[1] Abnormal Fluctuations - Northern Long (证券代码: 301357) is experiencing severe abnormal fluctuations[1] - ST Dongjing (证券代码: 002199) reported abnormal fluctuations[3] - ST Yunchuang (证券代码: 835305) reported abnormal fluctuations on July 4, 2025[3]

New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]

Market Overview - On July 2, the Shanghai Composite Index fell by 0.09%, with institutional investors appearing on the trading lists of 32 stocks, net buying 9 and net selling 23 [1][2] - The total net selling amount by institutional investors reached 641 million yuan [1] Institutional Trading Highlights - The stock with the highest net buying from institutional seats was Anglikang, which closed at the daily limit with a trading volume of 927 million yuan and a turnover rate of 11.45%, net buying amounting to 100.91 million yuan [2][5] - Feiya Technology also closed at the daily limit, with a trading volume of 1.549 billion yuan and a turnover rate of 23.87%, net buying 69.19 million yuan [2][5] - Xinhenghui saw a decline of 5.43% with a turnover rate of 47.06%, net buying 45.42 million yuan [2][5] Performance of Net Bought Stocks - Stocks that were net bought by institutions showed an average increase of 2.57%, outperforming the Shanghai Composite Index [3] - Stocks like Xiangqiang Co. and Kangda New Materials reported strong performances, closing at the daily limit [3] - Historical data indicates a 54.87% probability of net bought stocks rising the next day, with a 51.62% chance of outperforming the index [3] Earnings Forecasts - Among the stocks net bought by institutions, only one stock, Xinhenghui, provided a half-year earnings forecast, expecting a net profit of 106 million yuan, representing a year-on-year increase of 4.59% [3] Net Sold Stocks - The stock with the highest net selling was Changqing Technology, with a net selling amount of 177.81 million yuan, and a turnover rate of 56.72% [3][6] - North Copper, with a net selling of 102.36 million yuan, had a volatility of 16.01% [4][6] - Hongbaoli experienced a net selling of 79.41 million yuan, with a turnover rate of 46.13% [4][6] Southbound Trading Activity - On July 2, 19 stocks on the trading list had southbound trading activity, with net buying in stocks like Rongfa Nuclear Power and Kaimete Gas, amounting to 123 million yuan and 96.13 million yuan respectively [7][9] - Stocks like Hongye Futures and Xiexin Energy saw net selling amounts of 33.58 million yuan and 29.89 million yuan respectively [7][9]

Group 1: Stock Market Activity - On the day, 37 stocks were listed on the institutional leaderboard, with 9 stocks seeing net purchases and 28 stocks experiencing net sales [1] - The top three stocks with the highest institutional purchases were: Anglikon (¥115 million), Feiyada (¥69.19 million), and Xinhenghui (¥45.41 million) [1] Group 2: Anglikon Company Overview - Anglikon saw a net purchase of ¥115 million from 7 institutions [3] - The company is currently developing an innovative drug project, ALK-N001, which received clinical trial approval on April 2025 and is in Phase I clinical trials [3] - The National Medical Products Administration has approved ALK-N001 for clinical trials in advanced solid tumors, showing significant tumor suppression effects in various models and good safety profiles, indicating strong innovation and development potential [3] Group 3: Marine Economy and Deep-Sea Technology - The Chinese government emphasizes the high-quality development of the marine economy, aiming for a unique path towards maritime strength [4] - The 2025 Government Work Report first mentioned "deep-sea technology," aligning it with emerging industries like commercial aerospace and low-altitude economy, indicating a commitment to developing deep-sea technology with a market capacity in the trillion-yuan range [4] - The deep-sea technology industry is expected to accelerate its development, supported by continuous policy initiatives and financing opportunities [4] Group 4: Polysilicon Market Insights - Polysilicon futures saw a limit-up increase of 6.99% [5] - Discussions on production cuts are ongoing to control supply and enhance demand, which is expected to stabilize silicon material prices for healthy industry development [5] - The approval of the "Three Norths" photovoltaic desertification planning is anticipated to drive an additional photovoltaic installation scale of 253 million kilowatts, with an average annual increase exceeding 50 GW, primarily impacting next year [5]

证券代码：000026 200026 证券简称：飞亚达 飞亚达 B 公告编号：2025-021 飞亚达精密科技股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大 遗漏。 一、股票交易异常波动的情况介绍 飞亚达精密科技股份有限公司（以下简称"公司"）的股票（证券简称：飞亚达，证券代 码：000026）交易价格于 2025 年 6 月 30 日、2025 年 7 月 1 日、2025 年 7 月 2 日连续三个交 易日收盘价格涨幅偏离值累计超过 20%。根据《深圳证券交易所交易规则》的有关规定，属于 股票交易异常波动情况。 公司于 2025 年 6 月 30 日披露了《股票交易异常波动公告 2025-020》，公司股价短期波动 幅度较大，敬请广大投资者理性投资，注意投资风险。 二、公司关注并核实的情况 针对公司股票交易异常波动，公司董事会对有关事项进行了自查，并向控股股东、实际控 制人进行了核实，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 3、近期公司经营情况及内外部经营环境未发生重大变化； 4、公司于 20 ...

Core Viewpoint - Feiya's stock reached the daily limit, with a turnover rate of 23.87% and a transaction volume of 1.549 billion yuan, indicating strong market interest and volatility [2] Trading Activity - The stock was listed on the Shenzhen Stock Exchange due to a price deviation of 10.67%, with institutional investors net buying 69.19 million yuan [2] - The top five trading departments accounted for a total transaction volume of 356 million yuan, with a net buying amount of 30.78 million yuan [2] - Specific trading details show that five institutional special seats were involved, with total buying amount of 147 million yuan and selling amount of 78.23 million yuan, resulting in a net buying of 69.19 million yuan [2] Fund Flow - The stock experienced a net inflow of 117 million yuan from main funds, with large orders contributing 91.29 million yuan and big orders contributing 25.97 million yuan [2] - Over the past five days, the net inflow of main funds reached 210 million yuan [2]

Group 1 - The A-share market showed a mixed pattern on July 2, with a total of 60 stocks hitting the daily limit up, and the overall success rate of limit-up stocks was 79% [1] - The focus of the market was on several strong-performing stocks, including Zhejiang Dongri in the brain-computer interface sector, which achieved its 7th limit-up in 12 days [1] - The marine economy sector performed notably well, with stocks like Shenwater Haina and Kelaite reaching their limit-up, while the aquaculture sector saw multiple stocks, including Guolian Aquatic and Zhangzidao, also hitting limit-up [1] Group 2 - The photovoltaic equipment sector received a net inflow of 4.491 billion yuan from main funds, ranking first among all industries [2] - Traditional industries such as steel, food and beverage, and energy metals also attracted significant attention from funds [2] - In contrast, the semiconductor sector faced a net outflow of 6.792 billion yuan from main funds, along with other tech sectors like communication equipment and software development experiencing outflow pressure [2]