截至2025年7月11日收盘，特发信息（000070）报收于7.72元，较上周的8.04元下跌3.98%。本周，特发 信息7月7日盘中最高价报8.12元。7月10日盘中最低价报7.61元。特发信息当前最新总市值69.51亿元， 在通信设备板块市值排名51/87，在两市A股市值排名2322/5149。 本周关注点 2024年度公司实现营业收入440,940.49万元，同比下降10.69%，归属于母公司股东的净利润为-40,256.61 万元，亏损金额同比增长47.74%。主要原因是智慧服务板块营业收入下降74,544.05万元，毛利下降及 计提减值损失所致。公司期末货币资金余额为5.07亿元，短期借款金额为9.96亿元，短期债务为10.71亿 元，短期债务占流动负债比例为34.15%，货币资金占短期债务比例为47.33%。公司不存在重大债务偿 还相关风险。公司递延所得税资产为1.01亿元，占净资产的比例为6.76%，主要系由信用减值准备和可 抵扣亏损产生。公司确认递延所得税资产测算准确，符合企业会计准则规定。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号 ...

Group 1 - The company ST Te Xin (000070.SZ) announced a one-day suspension of its stock on July 8, 2024, with trading resuming on July 9 and the removal of other risk warnings, changing its name from "ST Te Xin" to "Te Fa Information" [2] - The stock code remains unchanged at "000070," and the trading limit for stock price fluctuations has increased from 5% to 10% [2] Group 2 - Te Fa Information has been under scrutiny for financial fraud, with its subsidiary Te Fa Dong Zhi inflating profits by 149 million yuan over five years through cost adjustments and fictitious business activities, leading to false annual reports from 2015 to 2019 [4] - On May 10, 2024, the company and responsible individuals received an administrative penalty notice from the Shenzhen Securities Regulatory Commission, resulting in the stock being marked as "ST Te Xin" and a consecutive nine-day trading halt [4] - After over a year of rectification, the company has corrected its financial statements for 2015 to 2019, and a special audit report has been issued by Tianzhi International Accounting Firm [4][5] Group 3 - Te Fa Information has made provisions for investor compensation, totaling 10.07 million yuan, indicating that the factors leading to the risk warning have been eliminated [5] - The company meets the conditions for applying to the Shenzhen Stock Exchange to remove other risk warnings, as it has restated its financial reports and more than 12 months have passed since the administrative penalty [5] Group 4 - As of July 7, 2024, the stock price of ST Te Xin was 8.03 yuan per share, reflecting a rebound of over 90% compared to the previous year [7] - For the fiscal year 2024, Te Fa Information reported an operating income of 4.409 billion yuan, a year-on-year decrease of 10.69%, and a net loss attributable to shareholders of 403 million yuan [7] - In the first quarter of 2025, the company achieved an operating income of 790 million yuan, a year-on-year decline of 26.16%, with a net loss of 15.06 million yuan [7]

三木集团：上半年预亏1亿–1.2亿元 7月8日，三木集团（000632）发布2025年半年度业绩预告，公司预计2025年上半年归属于上市公司股东 的净亏损1亿元至1.2亿元，较上年同期盈利740.27万元大幅下降；预计扣除非经常性损益后的净亏损 7700万元至9500万元；基本每股收益为亏损0.2148-0.2578元/股。 资料显示，三木集团成立于1992年10月，主营业务是进出口贸易、城市产业发展、经营性物业运营管理 和创业投资等业务。 所属行业：综合–综合Ⅱ–综合Ⅲ 蓝黛科技：筹划控制权变更事项 股票停牌 7月8日，蓝黛科技（002765）发布公告称，公司实际控制人正在筹划转让所持有的公司18%股份等股权 事宜，可能导致公司控制权发生变更。目前该事项处于洽谈阶段，存在较大不确定性。公司股票自2025 年7月8日上午开市起停牌，预计停牌时间不超过2个交易日。 资料显示，蓝黛科技成立于1996年5月，主营业务是动力传动业务、触控显示业务。 所属行业：电子–光学光电子–面板 新锐股份：高管拟减持不超过75万股公司股份 7月8日，新锐股份（688257）发布公告称，公司高级管理人员刘勇计划自2025年7月30日 ...

Group 1 - The core viewpoint of the articles highlights that Shenzhen Tefa Information Co., Ltd. has successfully removed the "ST" label, marking the completion of its governance upgrade since 2024 [1][2] - The company has faced challenges head-on, implementing comprehensive reforms to strengthen compliance management and risk control, which are essential for stable development [2] - Tefa Information has maintained its industry position and operational stability, with its core cable business experiencing a 6.25% growth in 2024 despite industry pressures, showcasing its strong risk resilience [2] Group 2 - The removal of the "ST" label is seen as the beginning of a new journey towards high-quality development, with the company's accumulated R&D strength and business layout showing significant growth potential [3] - The company has invested a total of 9.53 billion yuan in R&D over three years, even during the "ST" period, leading to over 600 effective patents by the end of 2024, including nearly 200 invention patents [3] - Tefa Information is committed to its strategic positioning as a "provider of new generation information technology products and services," focusing on digital transformation and high-quality development [3] Group 3 - With the significant enhancement of its fundamentals, Tefa Information is entering a value reassessment phase, supported by clear strategic planning and a renewed governance system [4] - The ongoing governance reforms and improved internal control levels are expected to accelerate the conversion of R&D achievements, further releasing the company's intrinsic value [4] - Tefa Information is poised to offer greater returns to investors as it embarks on a new chapter in its development journey [4]

【导读】ST特信成功摘帽，证券简称由"ST特信"变更为"特发信息" 光纤通信领域的老牌国企ST特信（深圳市特发信息股份有限公司，证券代码：000070），在经历一年多的风险警示后，即将告别ST标签。 7月7日晚间，ST特信发布公告称，公司股票将自7月8日停牌一天，于7月9日开市起复牌并撤销其他风险警示，证券简称由"ST特信"变更为"特发信息"； 股票代码不变，仍为"000070"，股票交易日涨跌幅限制由5%变为10%。 因子公司财务造假被ST 已为投资者索赔计提1007万元 回溯事件起源，特发信息因子公司深圳特发东智科技有限公司在2015年至2019年间通过虚构业务、跨期调节成本等手段虚增收入、虚增或虚减营业成本和 利润，导致特发信息2015年度至2018年度利润总额分别虚增1039.33万元、9173.46万元、5624.61万元、1162.92万元，2019年度利润总额虚减2108.06万 元。故特发信息披露的2015年至2019年年度报告存在虚假记载。 2024年5月10日，特发信息及相关责任人收到深圳证监局出具的《行政处罚及市场禁入事先告知书》，深圳证券交易所亦自2024年5月14日开市起对特发信 息 ...

【导读】ST特信成功摘帽，证券简称由"ST特信"变更为"特发信息" 中国基金报记者 庄佳 光纤通信领域的老牌国企ST特信（深圳市特发信息股份有限公司，证券代码：000070），在 经历一年多的风险警示后，即将告别ST标签。 7月7日晚间，ST特信发布公告称，公司股票将自7月8日停牌一天，于7月9日开市起复牌并撤 销其他风险警示，证券简称由"ST特信"变更为"特发信息"；股票代码不变，仍 为"000070"，股票交易日涨跌幅限制由5%变为10%。 2024年5月10日，特发信息及相关责任人收到深圳证监局出具的《行政处罚及市场禁入事先 告知书》，深圳证券交易所亦自2024年5月14日开市起对特发信息股票实施其他风险警示。 由此，"特发信息"变更为"ST特信"，随后，该公司股价连续9个交易日跌停。 经过一年多的整改，特发信息表示，公司已对2015年至2019年度财务报表进行了会计差错更 正，天职国际会计师事务所已出具了《关于深圳市特发信息股份有限公司前期会计差错更正 说明的专项审核报告》。 根据相关规定，同时符合下列条件的，可以向深交所申请对其股票交易撤销其他风险警示： （一）公司已就行政处罚决定所涉事项对相应年度 ...

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen markets have announced significant developments, including management changes, stock trading fluctuations, and major contracts, which may present investment opportunities and risks for investors [2]. Group 1: Management Changes and Legal Issues - Scanda's chairman and general manager, Li Yuejie, along with director Zhu Chuncheng, have been subjected to criminal coercive measures due to alleged violations related to information disclosure [3]. - Longhong High-Tech is planning to acquire 100% equity of Guangxi Changke, leading to a stock suspension for up to 10 trading days [6]. Group 2: Stock Trading and Performance - New Asia Electronics reported abnormal stock trading with a cumulative price deviation exceeding 20% over three days, while confirming that its operations are normal and consistent with previously disclosed share reduction plans [5]. - ST Tiexin announced the removal of risk warnings and a name change, which will increase the trading limit from 5% to 10% [8]. Group 3: Financial Performance Forecasts - Industrial Fulian expects a net profit increase of 36.84% to 39.12% year-on-year for the first half of 2025, driven by a surge in AI-related business [18]. - Huayou Cobalt anticipates a net profit increase of 55.62% to 67.59% for the same period, benefiting from integrated operations and rising cobalt prices [19]. - Guoli Co. forecasts a staggering net profit increase of 130.91% to 158.08% for the first half of 2025, attributed to new product and market expansions [20]. - Bangji Technology expects a net profit increase of 166.77% to 200.91%, driven by increased sales from direct sales channels [21]. - Lier Chemical predicts a net profit increase of 185.24% to 196% due to rising product sales and cost reduction efforts [25]. Group 4: Major Contracts and Projects - Huadian Science and Technology signed significant contracts worth approximately RMB 25.16 billion for coal handling and transportation systems [41]. - Aerospace Engineering is the first candidate for a project with a bid of RMB 23.92 billion for a coal gasification facility [43].

Core Viewpoint - Two A-share listed companies are set to "remove their hats" and lift risk warnings, indicating a positive shift in their financial standings and compliance with regulatory requirements [1][5]. Group 1: Company Announcements - ST Tiexin (000070) announced that its stock will be suspended for one day starting July 8, 2025, and will resume trading on July 9, 2025, with its name changing from "ST Tiexin" to "Tefa Information" and the trading limit increasing from 5% to 10% [1]. - ST Zhongli (002309) will also suspend trading for one day on July 8, 2025, and will resume on July 9, 2025, with its name changing from "ST Zhongli" to "Zhongli Group" while maintaining the same stock code and increasing the trading limit from 5% to 10% [5]. Group 2: Regulatory Compliance - ST Tiexin has received approval from the Shenzhen Stock Exchange to remove the risk warning after addressing previous financial discrepancies and completing necessary corrections for the years 2015 to 2019 [4][9]. - ST Zhongli has also rectified its financial reporting issues and resolved non-operating fund occupation and guarantee violations, leading to the approval for the removal of risk warnings after a 12-month compliance period [8][9].

又有2家A股上市公司即将"脱帽"。 ST特信(000070)7月7日晚间公告称，公司股票自2025年7月8日开市起停牌一天，并于7月9日开市起复 牌。自7月9日起，公司股票撤销其他风险警示，证券简称由"ST特信"变更为"特发信息"，股票代码不变， 仍为"000070"，股票交易日涨跌幅限制由5%变为10%。 2024年5月10日，公司及相关责任人收到中国证监会深圳监管局出具的《行政处罚及市场禁入事先告知 书》。根据《深圳证券交易所股票上市规则》（2024年修订）第9.8.1条第（八）款规定："根据中国证监 会行政处罚事先告知书载明的事实，公司披露的年度报告财务指标存在虚假记载，但未触及本规则第9.5.2 条第一款规定情形，前述财务指标包括营业收入、利润总额、净利润、资产负债表中的资产或者负债科 目"，深圳证券交易所自2024年5月14日开市起对公司股票实施其他风险警示。 对于上述财务指标存在虚假记载的问题，公司表示，已对2015—2019年度财务报表进行了会计差错更正 及追溯调整。天职国际会计师事务所（特殊普通合伙）出具了《关于深圳市特发信息股份有限公司前期会 计差错更正说明的专项审核报告》。 同时，导致公司 ...

Core Viewpoint - ST Telex (000070.SZ) announced the removal of other risk warnings and will resume trading on July 9, 2025, after a one-day suspension [1] Summary by Relevant Sections - **Stock Trading Resumption** - The company's stock will be suspended for one day starting from July 8, 2025, and will resume trading on July 9, 2025 [1] - **Change in Stock Designation** - The stock's designation will change from "ST Telex" to "Te Fa Information," while the stock code remains "000070" [1] - **Trading Limit Adjustments** - The daily price fluctuation limit for the stock will increase from 5% to 10% starting July 9, 2025 [1] - **Removal of Risk Warnings** - The company received an administrative penalty and market ban notice on May 10, 2024, leading to the implementation of other risk warnings from May 14, 2024 [1] - The company has corrected accounting errors in its financial statements and adequately provided for expected liabilities related to investor claims, which has led to the removal of the risk warnings [1] - **Approval from Regulatory Authority** - The application for the removal of other risk warnings has been approved by the Shenzhen Stock Exchange [1]