转自：智通财经 【新凯来概念股午后震荡拉升 新莱应材涨超15%】智通财经10月14日电，新凯来概念股午后震荡拉 升，新莱应材涨超15%，凯美特气冲击涨停，深纺织A午后触及涨停，利和兴、国林科技跟涨。消息面 上，10月10日，深圳市政府新闻办新闻发布会举行。深圳市发展和改革委员会主任郭子平介绍，深圳半 导体企业新凯来将亮相"湾芯展"。 ...

Core Viewpoint - The A-share market is experiencing a surge in stocks related to the new "Kai Lai" concept, with significant gains observed in several companies following the announcement of Shenzhen's semiconductor enterprise participation in the "Bay Chip Exhibition" [1] Group 1: Stock Performance - New Lai Ying Material has seen a rise of over 15% [1] - Kai Mei Te Qi is approaching a trading halt due to its price surge [1] - Shen Fang Zhi A has reached its trading limit [1] - Li He Xing and Guo Lin Technology are also experiencing upward movement [1] Group 2: Government Announcement - On October 10, the Shenzhen Municipal Government held a press conference [1] - Guo Ziping, Director of the Shenzhen Development and Reform Commission, announced the participation of Shenzhen semiconductor company New Kai Lai in the "Bay Chip Exhibition" [1]

Core Viewpoint - The A-share market is experiencing a surge in stocks related to the new "Kai Lai" concept, with significant gains observed in several companies following the announcement of Shenzhen's semiconductor enterprise participation in the "Bay Chip Exhibition" [1] Group 1: Stock Performance - New Lai Ying Material has seen a rise of over 15% [1] - Kai Mei Te Qi is approaching a trading halt due to its price surge [1] - Shen Fang Zhi A has reached its trading limit [1] - Li He Xing and Guo Lin Technology are also experiencing upward movement [1] Group 2: Government Announcement - On October 10, the Shenzhen Municipal Government held a press conference [1] - Guo Ziping, Director of the Shenzhen Development and Reform Commission, announced the participation of Shenzhen semiconductor company New Kai Lai in the "Bay Chip Exhibition" [1]

证券代码：000045、200045 证券简称：深纺织 A、深纺织 B 公告编号:2025-37 深圳市纺织（集团）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公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 深圳市纺织（集团）股份有限公司（以下简称"公司"或"本公司"）股票 （证券代码：000045，证券简称：深纺织 A)于 2025 年 10 月 10 日、2025 年 10 月 13 日连续 2 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》的相关规定，属于股票交易异常波动的情形。 二、公司关注、核实情况说明 针对公司股票交易异常波动的情况，经公司自查并向公司控股股东就相关事 项进行了核实，现将有关情况说明如下： （一）公司前期所披露的信息，不存在需要更正、补充之处； （二）公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生 较大影响的未公开重大信息； 公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协 议等； ...

Core Viewpoint - The company announced that its stock experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over two consecutive trading days in October 2025 [1] Group 1 - The company conducted a self-examination and confirmed that there is no need to correct or supplement previously disclosed information [1] - No undisclosed significant information that could have a major impact on the company's stock trading price was found [1] - The company's current operating conditions are normal, and there have been no significant changes in the internal and external environment [1] Group 2 - The controlling shareholder and actual controller did not trade the company's stock during the period of abnormal fluctuation [1] - The company is scheduled to disclose its Q3 2025 report on October 27, 2025 [1]

Market Overview - The A-share market opened lower but rebounded, with the Shanghai Composite Index closing at 3846.25 points, down 1.3% [3] - The total market turnover was 1.59 trillion yuan, slightly lower than the previous day, with 4545 stocks declining and 840 stocks rising [5] Sector Performance - The aerospace, banking, shipping, and environmental protection sectors showed gains, while sectors like automotive, communication, and media struggled [5] - The banking sector led the gains among major industries, with Shanghai Pudong Development Bank rising over 4% and Nanjing Bank up over 3% [10][11] Concept Stocks - Rare earth, photolithography, and semiconductor concept stocks performed well, with rare earth stocks rising by 7.77% and photolithography stocks by 6.10% [6] - Domestic software stocks surged, with Rongji Software and China Software hitting the daily limit, and Chengmai Technology and Kingsoft Office also seeing significant increases [15] Notable Stocks - WuXi Biologics fell over 9%, while WuXi AppTec and Sunny Optical Technology dropped more than 8%, leading the decline in the Hang Seng Index [9] - Environmental stocks like Huicheng Environmental Protection and Huahong Technology saw significant gains, with Huicheng Environmental Protection hitting the daily limit [12] Recent Developments - The Ministry of Commerce announced new export controls on certain rare earth-related items, which has sparked discussions in the market [17] - The upcoming Bay Area Semiconductor Industry Ecological Expo is expected to attract attention, with Shenzhen's semiconductor companies participating [19]

Core Viewpoint - The Shenzhen state-owned enterprise reform sector in the A-share market has shown significant upward movement, with several stocks reaching their daily limit up. Group 1: Stock Performance - Shenfangzhi A and Shen Zhenye A stocks hit the daily limit up [1] - Shen Saige stock increased by over 4% [1] - Shahe Co. stock rose by over 2% [1]

Group 1 - The core viewpoint of the news is the significant rise in the stock prices of companies related to the New Kylin concept, with several stocks hitting the daily limit up [1] - New Lai Materials, Kaimete Gas, Aopu Optoelectronics, Shenfang Textile A, and Shen Zhenye A all reached the daily limit up [1] - Other companies such as Lihexing and Guolin Technology saw their stock prices increase by over 10% [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000045、200045 证券简称：深纺织A、深纺织B 公告编号：2025-35 深圳市纺织（集团）股份有限公司 2025年第二次临时股东大会决议公告 一、会议召开的情况 1、会议召开时间： （1）现场会议召开时间：2025年9月29日（星期一）下午3:00 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或者重大 遗漏。 特别提示： 1、本次股东大会无否决、修改或新增议案的情况； 2、本次股东大会不涉及变更前次股东大会决议； 3、为尊重中小投资者利益，本次股东大会所提议案均对中小投资者的表决单独计票。 （2）网络投票时间： 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025年9月29日，上午9:15－9:25、9:30－ 11:30、下午1:00－3:00 通过深圳证券交易所互联网投票系统投票的具体时间为：2025年9月29日上午9:15至下午3:00中的任意 时间 2、现场会议召开地点：深圳市福田区华强北路3号深纺大厦A座六楼会议室 3、召开方式：现场表决与网络投票相结合 4、召集人：公司董事会 5、 ...

Core Points - The company held its 44th meeting of the 8th Board of Directors on September 29, 2025, where Li Gang was elected as the Chairman of the Board [1][2] - The previous Chairman, Yin Kefa, resigned on September 1, 2025, and will not hold any positions in the company or its subsidiaries [3][4] - The company reported a revenue of 1.6 billion yuan for the first half of 2025, a slight decrease of 1.41% year-on-year, but a significant increase in net cash flow from operating activities by 2648.95% to 325 million yuan [4][5] Company Leadership Changes - Li Gang was elected as the Chairman of the 8th Board of Directors with a unanimous vote of 8 in favor [1][2] - Yin Kefa's resignation was effective immediately upon the board's receipt of the controlling shareholder's letter, and he will not hold any positions in the company post-resignation [3][4] Financial Performance - The company achieved a net profit attributable to shareholders of 35.23 million yuan for the first half of 2025, a decrease of 19.73% year-on-year [4][5] - The core business of polarizers generated 1.511 billion yuan in revenue, accounting for 94.41% of total revenue [4][5] - The overall gross margin improved by 0.47 percentage points to 14.87% despite challenges such as increased costs and R&D investments [5]