申万宏源证券承销保荐有限责任公司 关于 西藏奇正藏药股份有限公司 公开发行可转换公司债券受托管理事务 第三次临时报告 （2025 年度） 二〇二五年八月 重要声明 本报告依据《公司债券发行与交易管理办法》、 《西藏奇正藏药股份有限公司 公开发行可转换公司债券受托管理协议》（以下简称"《受托管理协议》"）《西藏 奇正藏药股份有限公司公开发行可转换公司债券募集说明书》 《关于核准西藏奇正 藏药股份有限公司公开发行可转换公司债券的批复》 （证监许可【2020】1766 号） 核准，公司公开发行可转换公司债券，每张面值为人民币 100 元，共计 800 万 张，按面值发行，发行总额 8.00 亿元，债券期限为六年。 经深圳证券交易所（以下简称"深交所"）"深证上[2020]952 号"文同意， 公司 8.00 亿元可转换公司债券于 2020 年 10 月 27 日起在深交所挂牌交易，债券 简称"奇正转债"，债券代码"128133"。 （以下简称"《募集 说明书》"）等相关规定，由本次债券受托管理人申万宏源证券承销保荐有限责任 公司（以下简称"申万宏源承销保荐"）编制。申万宏源承销保荐对本报告中所 包含的从上述文件中引 ...

公司于2021年8月27日披露的《非公开发行情况报告书》显示，2021年8月5日，希格玛会计师事务所(特 殊普通合伙)出具了希会验字(2021)0039号《验资报告》。经审验，截止2021年8月5日止，正平股份本次 实际非公开发行A股股票1.40亿股，每股发行价人民币3.15元，募集资金总额为人民币4.40亿元，扣除承 销保荐费人民币380.00万元(不含增值税)及其他发行费用人民币132.04万元(不含增值税)后，本次非公开 发行A股募集资金净额为人民币4.35亿元，其中增加股本人民币1.40亿元，增加资本公积人民币2.95亿 元。 *ST正平上市以来2次募资共计募集9.41亿元。 *ST正平2019年7月公布分红方案，每10股转增4股派息0.3元。除权除息日为2019年7月12日。 中国经济网北京8月14日讯*ST正平（603843）(603843.SH)今日收报2.60元，跌幅4.76%。目前该股处于 破发状态。 *ST正平2016年9月5日在上海证券交易所上市，发行数量为9970万股，发行价格为5.03元/股。*ST正平 上市发行募集资金总额50149.10万元，募集资金净额为45000.00万元。 ...

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 申万宏源的管理层应重视这一情况，尽快为任全胜合理涨薪。这不仅是对任全胜辛勤付出的肯定，更是 激励任全胜继续为公司发展贡献力量、推动公司长远发展的重要举措。 资料显示，任全胜女士，现任申万宏源执行委员会成员、财务总监。主要工作经历包括：自1992年8月 至2000年6月任北京市朝阳区人民法院书记员、法官；自2000年6月至2008年9月任北京市高级人民法院 法官；自2008年9月至2012年12月先后担任宏源证券法律合规部副总经理、总经理；自2012年12月至 2015年1月任宏源证券合规总监；自2015年1月至2015年7月任申万宏源集团副总经理；自2015年8月至 2020年5月任申万宏源证券有限公司副总经理，并于2015年8月至2020年4月兼任合规总监，于2016年11 月至2017年12月兼任首席风险官，先后分管合规、风控、稽核审计等工作；自2020年5月至2021年5月任 申万宏源集团副总经理；自2020年12月至2021年3月代行申万 ...

Core Viewpoint - Donggang Co., Ltd. is actively engaging with institutional investors to discuss its business performance and future growth strategies, particularly in the areas of printing, composite products, and technical services, with a focus on AI and robotics development. Group 1: Business Overview - Donggang Co., Ltd. operates in three main product categories: printing, composite products, and technical services, with a total of nine subcategories, each holding significant influence in their respective fields [1][3]. - The traditional printing business has remained stable despite challenges from electronic ticketing, with a notable increase in market share due to product and service advantages [3][4]. - The composite products segment, particularly smart card products, has shown rapid revenue growth and established partnerships with major domestic banks, positioning the company as a leading smart card supplier [3][4]. Group 2: Technical Services and AI Development - The technical services segment has experienced steady growth, with revenue from document storage and electronic services increasing over recent years, making the company a leading service provider in the industry [4]. - The company has recognized the trend in AI technology and has increased investments in this area, developing various robotic products tailored to customer needs, including government and educational robots [4][10]. Group 3: Business Strategy and Market Position - The company maintains a strategy of sustaining traditional business while pursuing rapid development in new business areas [5]. - The smart card business is expected to continue its growth trajectory, with significant increases in revenue and profit anticipated in 2024 [6][7]. - The company is focused on expanding its market presence in the robotics sector, which, although currently a small part of overall business, is projected to grow significantly by 2025 [9][10]. Group 4: Blockchain and Dividend Policy - The company's blockchain business has not expanded significantly due to the small market capacity, primarily serving the electronic ticketing sector [11]. - Donggang Co., Ltd. has a stable cash dividend policy and intends to maintain this approach to reward shareholders [2][14].

Core Insights - The Shanghai Composite Index surpassed 3700 points for the first time since December 2021, indicating a bullish trend in the market [1] - The securities sector showed strong performance, with the CSI Securities Company Index rising by 0.72% [1] - The recent liquidity trends and trading volumes in the securities ETF suggest a growing interest and investment in the sector [3] Market Performance - The CSI Securities Company Index saw significant gains from key stocks, including Changcheng Securities (+8.33%) and Guosheng Financial Holdings (+6.20%) [1] - The securities ETF (512000) experienced a 0.84% increase, marking its fourth consecutive rise [1] - The trading volume for the securities ETF reached 1.461 billion yuan, with a turnover rate of 5.48% [3] Fund Flows and Size - The securities ETF's latest size reached 26.36 billion yuan, a six-month high, with a notable increase in shares by 71.9 million over the past week [3] - In the last five trading days, there were net inflows on three occasions, totaling 485 million yuan [3] Dividend Distribution - As of August 13, 2024, 44 securities firms have announced dividend distributions, with 30 already implementing them [3] - Shenwan Hongyuan reported that the margin trading balance reached 2 trillion yuan, accounting for 2.3% of the A-share market's circulating value [3] Investment Strategy - The securities ETF passively tracks the CSI Securities Company Index, encompassing 49 listed securities firms, with a focus on top-tier firms while also considering smaller firms for their growth potential [5]

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 8月14日，上证指数一度突破3700点整数关口，续刷近四年新高，并冲击九连阳。 上一个交易日，沪指突破了去年"924"行情后的阶段高点，创下2021年12月以来的新高，市场成交活 跃，交易量突破2.1万亿元。 当日，素有"牛市旗手"之称的券商股也表现突出。49只券商及券商概念股中，48只收涨，1只平盘，其 中长城证券和国盛金控涨停。 中金公司分析称，近期A股的强劲表现由多方面因素促成，乐观情绪下本轮行情尚未结束，今年A股市 场更像"增强版2013"。 资金面上，中金指出，居民储蓄存款增长叠加"资产荒"，股市吸引力提升，且近期A股资金面筹码结构 改善，早期入场投资者整体转为浮盈，新入场投资者也处于浮盈状态，显示当前位置有较好的赚钱效 应。 而在业绩方面，中金认为，今年A股市场整体盈利增速有望结束"四年连降"转为正增长，上市公司盈利 变化对指数表现形成支撑。外部环境上，8月12日中美发布联合声明暂停实施24%的关税90天，美国7月 CPI低于预期，通胀不高加大美国9月降息概率，均对中国资产形成正向支持。 中泰证券研究所政策组首席分析师杨畅表示，这是财政政策 ...

截至2025年8月14日 09:36，中证全指证券公司指数(399975)上涨0.93%，成分股长城证券(002939)上涨7.33%，华泰证券(601688)上涨3.84%，中银证券 (601696)上涨3.31%，东方证券(600958)上涨2.59%，国金证券(600109)上涨1.65%。券商ETF(512000)上涨1.01%， 冲击4连涨。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300059 | 东方财富 | 0.28% | 15.14% | | 600030 | 中信证券 | 1.05% | 13.96% | | 601211 | 国泰海通 | 0.94% | 11.21% | | 601688 | 华泰证券 | 3.84% | 4.72% | | 6009999 | 招商证券 | 0.99% | 3.38% | | 600958 | 东方证券 | 2.59% | 2.62% | | 000776 | 广发证券 | 1.12% | 2.57% | | 000166 | 申万宏源 | 0.92% | 2.34% | | 601 ...

Group 1 - The 2025 "Shangzheng Cup" semi-finals will take place from August 1 to August 29, featuring 8 individual teams and 20 university teams competing for a total of 10 spots in the finals [2][4] - The competition has seen a record participation of over 70,000 contestants, with the top 40 forming the 8 individual teams and 20 university teams selected from 128 universities based on their overall performance [4] - The significant increase in participation, nearly three times that of the previous year, is attributed to the event's established reputation, optimized competition format, and extensive outreach efforts by over 100 brokerages [4][5] Group 2 - Brokerages are leveraging their extensive networks and resources to engage with universities, enhancing financial education and providing industry insights to students [5][6] - Various brokerages have implemented innovative outreach strategies, including lectures, educational visits, and interactive sessions to promote the competition and financial literacy among students [6] - The pre-selection phase of the competition has concluded successfully, setting the stage for an exciting semi-final round, which is anticipated to showcase intense competition among participants [7]

Core Viewpoint - The A-share market has seen significant gains, with the Shanghai Composite Index reaching a nearly four-year high, and brokerage firms are increasing their dividend payouts, indicating a positive trend in shareholder returns [1][4][5]. Group 1: Dividend Trends - Many brokerage firms are doubling their dividend payouts for 2024 compared to 2023, with Huayin Securities' dividend scale reaching ten times that of 2023 [1][5]. - As of August 13, over ten companies have proposed mid-term dividend plans for 2025, a significant increase from only two and one in 2022 and 2023, respectively [1][8]. - The number of brokerages planning mid-term dividends has surged to 26 in 2024, with expectations for further increases in 2025 [1][8]. Group 2: Specific Brokerage Dividend Data - In terms of per-hand dividend payouts for 2024, GF Securities leads with 40 yuan, followed by China Merchants Securities and Huatai Securities at 37.7 yuan and 37 yuan, respectively [2][11]. - Huayin Securities has seen its total dividend scale for 2024 reach 1.08 billion yuan, a significant increase from 0.108 billion yuan in 2023 [5][6]. - Southwest Securities' 2024 dividend scale is over double that of 2023, reaching 5.65 billion yuan, with plans for three dividend distributions throughout the year [6][8]. Group 3: Dividend Payment Rates - Among brokerages with a payout ratio above 50%, Guolian Minsheng leads at 80.04%, followed by Hongta Securities and Southwest Securities at 63.59% and 61.76%, respectively [12][14]. - In contrast, major brokerages like China Merchants Securities and GF Securities maintain payout ratios around 30%, with some even below 20% [12][14]. Group 4: Future Dividend Planning - More than ten brokerages have established three-year shareholder return plans for 2024-2026, indicating a strategic focus on long-term shareholder value [9][10]. - The upcoming half-year reports, typically released in late August, are expected to coincide with the announcement of mid-term dividend plans, potentially increasing the number of brokerages disclosing such plans [9][10].

Core Insights - The article presents the rankings of analysts and research teams across various sectors as part of the 23rd New Fortune Best Analyst Awards, highlighting the performance of different securities firms in macroeconomic, strategy, fixed income, and sector-specific research [1][2][3]. Macroeconomic Research - The top firms in macroeconomic research include: - Guangfa Securities ranked 1st - Huachuang Securities ranked 2nd - Changjiang Securities ranked 3rd [1]. Strategy Research - In strategy research, the rankings are as follows: - Guangfa Securities ranked 1st - Xingye Securities ranked 2nd - Shenwan Hongyuan Securities ranked 3rd [2]. Fixed Income Research - The leading firms in fixed income research are: - Shenwan Hongyuan Securities ranked 1st - Xingye Securities ranked 2nd - Huatai Securities ranked 3rd [3]. Sector-Specific Research - The rankings for various sectors are detailed, with notable mentions including: - Real Estate: Changjiang Securities ranked 1st, Shenwan Hongyuan Securities 2nd, Xingye Securities 3rd [6]. - Food and Beverage: Changjiang Securities ranked 1st, Guangfa Securities 2nd, Huachuang Securities 3rd [7]. - Pharmaceuticals: Xingye Securities ranked 1st, Huachuang Securities 2nd, Tianfeng Securities 3rd [8]. - New Energy and Power Equipment: Changjiang Securities ranked 1st, Dongwu Securities 2nd, Tianfeng Securities 3rd [17]. Overall Rankings - The overall performance of securities firms is summarized, with Guangfa Securities frequently appearing at the top across multiple categories, indicating a strong reputation in the industry [4][5][6].