Group 1: Policy and Regulatory Updates - The Ministry of Finance and the State Taxation Administration issued a notice clarifying tax policies for the transfer of state-owned equity and cash income to supplement the social security fund [1][2] - The notice states that interest income from loans and financial product transfers related to the transferred state-owned equity will be exempt from VAT, and income from the transfer of non-listed state-owned equity will be exempt from corporate income tax [1][2] - The notice will take effect on April 1, 2024, and taxpayers who have paid taxes before the notice can apply for refunds if they meet the criteria [3] Group 2: Market Performance and Company News - Tianpu Co. announced that its stock price has increased by 100% over eight consecutive trading days, indicating a significant deviation from its fundamental value, and may apply for a trading suspension if the abnormal rise continues [6] - China Petroleum announced the transfer of 541 million A-shares (0.30% of total shares) to China Mobile, which will not change the controlling shareholder or actual controller [6] - The North Exchange reported that its 274 listed companies achieved a total revenue of 92.064 billion yuan in the first half of the year, with a year-on-year growth of 6.01%, while net profit decreased by 10.59% [3][4] Group 3: Industry Insights - The software industry in China reported a revenue of 83.246 billion yuan in the first seven months, with a year-on-year growth of 12.3%, and profits increased by 12.4% [5] - The Shanghai Municipal Economic and Information Commission announced the launch of the 2025 "Artificial Intelligence+" action project, aiming to enhance the integration of AI with various sectors and promote high-quality industrial development [4]

证券代码：000627 证券简称：*ST天茂 公告编号：2025-053 天茂实业集团股份有限公司关于以股东会决议方式主动终止公司股票上市现金选择权派发的公告 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、误导性陈述或者重大遗 漏。 特别提示： 1、由于天茂实业集团股份有限公司（以下简称"天茂集团"或"公司"）拟进行业务结构调整，面临重大 不确定性，可能对天茂集团造成重大影响。根据《深圳证券交易所股票上市规则》（以下简称"《深交 所股票上市规则》"）等相关法律、法规及规范性文件的规定，天茂集团拟以股东会决议方式主动撤回 A股股票在深交所的上市交易，并在股票终止上市后申请转入全国中小企业股份转让系统有限责任公司 代为管理的退市板块转让。 2、为充分保护投资者的利益，公司将启动异议股东及其他股东保护机制，由荆门市维拓宏程管理合伙 企业（有限合伙）向除新理益集团、王薇、刘益谦外现金选择权股权登记日登记在册的全体A股股东提 供现金选择权（限售或存在权利限制的股份等情形除外）。 6、截至2025年8月13日，即本公告刊登之日的前一个交易日，天茂集团收盘价为1.58元/股，现金选择 权行权价格为1. ...

（原标题：*ST天茂(000627.SZ)：现金选择权申报期间为9月15日至9月19日） 智通财经APP讯，*ST天茂(000627.SZ)发布公告，公司拟以股东会决议方式主动终止公司股票上市。为 充分保护投资者利益，公司将启动异议股东及其他股东保护机制，由荆门市维拓宏程管理合伙企业(有 限合伙)向除新理益集团、王薇、刘益谦外现金选择权股权登记日登记在册的全体A股股东提供现金选 择权。现金选择权申报期间为2025年9月15日至2025年9月19日之间的交易日上午9:30-11:30和下午13:00- 15:00内。获得现金选择权的股东可在申报期间以其所持有的公司股票按照现金选择权的行权价格1.6元/ 股全部或部分申报行使现金选择权，并在清算交收后获得现金对价。 ...

证券代码：000627 证券简称：*ST天茂 公告编号：2025-053 关于以股东会决议方式主动终止公司股票上市 现金选择权派发的公告 天茂实业集团股份有限公司 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、误导性陈述或者重大遗漏。 特别提示： 进行业务结构调整，面临重大不确定性，可能对天茂集团造成重大影响。根据《深 圳证券交易所股票上市规则》（以下简称"《深交所股票上市规则》"）等相关法 律、法规及规范性文件的规定，天茂集团拟以股东会决议方式主动撤回A股股票在 深交所的上市交易，并在股票终止上市后申请转入全国中小企业股份转让系统有限 责任公司代为管理的退市板块转让。 荆门市维拓宏程管理合伙企业（有限合伙）向除新理益集团、王薇、刘益谦外现金 选择权股权登记日登记在册的全体A股股东提供现金选择权（限售或存在权利限制 的股份等情形除外）。 开市时起开始连续停牌。本次以股东会决议方式主动终止公司股票上市事项已经 公司2025年第一次临时股东会审议通过。公司将在股东会做出终止上市决议后十 五个交易日内向深圳证券交易所提交主动终止上市申请。 公司股票将进入现金选择权派发、行权申报、行权清算交收 ...

特别提示： 1、由于天茂实业集团股份有限公司（以下简称"天茂集团"或"公司"）拟 进行业务结构调整，面临重大不确定性，可能对天茂集团造成重大影响。根据《深 圳证券交易所股票上市规则》（以下简称"《深交所股票上市规则》"）等相关法 律、法规及规范性文件的规定，天茂集团拟以股东会决议方式主动撤回A股股票在 深交所的上市交易，并在股票终止上市后申请转入全国中小企业股份转让系统有限 责任公司代为管理的退市板块转让。 2、为充分保护投资者的利益，公司将启动异议股东及其他股东保护机制，由 荆门市维拓宏程管理合伙企业（有限合伙）向除新理益集团、王薇、刘益谦外现金 选择权股权登记日登记在册的全体A股股东提供现金选择权（限售或存在权利限制 的股份等情形除外）。 3、公司股票（证券简称：*ST天茂，证券代码：000627）已自2025年8月14日 开市时起开始连续停牌。本次以股东会决议方式主动终止公司股票上市事项已经 公司2025年第一次临时股东会审议通过。公司将在股东会做出终止上市决议后十 五个交易日内向深圳证券交易所提交主动终止上市申请。 公司股票将进入现金选择权派发、行权申报、行权清算交收阶段，不再交易。 敬请广大投资者注 ...

证券代码：000627 证券简称：*ST天茂 公告编号：2025-052 天茂实业集团股份有限公司 关于以股东会决议方式主动终止公司股票上市 现金选择权派发的提示性公告 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 导性陈述或者重大遗漏。 特别提示： 1、由于天茂实业集团股份有限公司（以下简称"天茂集团"或"公司"）拟 进行业务结构调整，面临重大不确定性，可能对天茂集团造成重大影响。根据《深 圳证券交易所股票上市规则》（以下简称"《深交所股票上市规则》"）等相关法 律、法规及规范性文件的规定，天茂集团拟以股东会决议方式主动撤回A股股票在 深交所的上市交易，并在股票终止上市后申请转入全国中小企业股份转让系统有限 责任公司代为管理的退市板块转让。 2、为充分保护投资者的利益，公司将启动异议股东及其他股东保护机制，由 荆门市维拓宏程管理合伙企业（有限合伙）向除新理益集团、王薇、刘益谦外现金 选择权股权登记日登记在册的全体A股股东提供现金选择权（限售或存在权利限制 的股份等情形除外）。 3、公司股票（证券简称：*ST天茂，证券代码：000627）已自2025年8月14日 开市时起开始连续停牌 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000627 证券简称：*ST天茂 公告编号：2025-050 天茂实业集团股份有限公司 3、公司股票（证券简称：*ST天茂，证券代码：000627）已自2025年8月14日开市时起开始连续停牌。 本次以股东会决议方式主动终止公司股票上市事项已经公司2025年第一次临时股东会审议通过。公司将 在股东会做出终止上市决议后十五个交易日内向深圳证券交易所提交主动终止上市申请。 公司股票将进入现金选择权派发、行权申报、行权清算交收阶段，不再交易。敬请广大投资者注意投资 风险。 满足条件的A股股东所持的每1股有权行使现金选择权的股票获派1份现金选择权权利，获得现金选择权 权利的A股股东可于现金选择权申报期间以其所持有的公司股票按照现金选择权的行权价格（1.60元/ 股）全部或部分申报行使现金选择权，并在清算交收后获得现金对价。 4、申报现金选择权的股东不得就其限售、已被冻结、质押或其他权利受到限制的股份申报现金选择 权，股东申报股份数量的上限是截至现金选择权实施股权登记日收市后其股东账户持有的不存在限售、 质押、司法冻结或其他权利受到限制情形的股票数量。若已申 ...

（文章来源：第一财经） Wind数据显示，9月1日，镇洋发展、芯原股份、申科股份等13只个股停牌。 | 股票简称 | 停牌类型 | 停牌原因 | | --- | --- | --- | | 镇洋发展 | 停牌一天 | 拟筹划重大资产重组 | | 芯原股份 | 停牌- 一天 | 拟筹划重大资产重组 | | 申科股份 | 停牌- 一天 | 重大事项 | | 晶升股份 | 停牌一天 | 重要公告 | | 旷达科技 | 今起停摆 | 重大事项 | | 中本国际 | 今起停牌 | 拟筹划重大资产重组 | | 中环海陆 | 停牌一天 | 車大事项 | | 中国重工 | 停牌- 天 | 重要公告 | | 东芯股份 | 停牌一天 | 重要事项未公告 | | 东珠生态 | 停牌一天 | 拟筹划重大资产重组 | | *ST紫天 | 停牌- 天 | 重大事项 | | *ST广道 | 停牌- 一天 | 股票交易异常波动 | | *ST天茂 | 停牌一天 | 重大事项 | ...

Group 1 - Central Huijin Investment and its subsidiaries hold a total of 1.28 trillion yuan in stock ETFs as of June 30, 2025, representing an increase of nearly 23% compared to the end of last year [2][4] - The number of stock ETFs held by Central Huijin has increased to 1.58 times that of the end of last year, with multiple broad-based ETFs receiving over 1 billion shares in additional purchases [2][4] Group 2 - In the first half of 2025, the total operating revenue of listed companies in the market reached 35.01 trillion yuan, a year-on-year increase of 0.16% [4] - The net profit for the first half of the year was 3.00 trillion yuan, reflecting a year-on-year growth of 2.54%, with an increase of 4.76 percentage points compared to the previous year's overall growth rate [4] Group 3 - BYD reported a net profit of 15.51 billion yuan for the first half of the year, marking a year-on-year increase of 13.79% [9] - Huawei announced a revenue of 427 billion yuan for the first half of the year, a year-on-year growth of 3.94%, while net profit decreased by 32% to 37.1 billion yuan [10] - Tianshan Lithium Industry reported a net profit of 84.41 million yuan for the first half of the year, achieving a turnaround from losses [10]

Core Viewpoint - The article highlights significant developments in the investment landscape, particularly focusing on the actions of central financial institutions and key companies in various sectors, including semiconductor, electric vehicles, and financial markets. Group 1: Central Financial Institutions - As of the end of June, the Central Huijin Investment Co. and its subsidiaries held stock ETFs worth 1.28 trillion yuan, an increase of nearly 23% compared to the end of last year [2][3] - The number of stock ETFs held by Central Huijin at the end of June is 1.58 times that of the end of last year, with several broad-based ETFs receiving over 10 billion shares in increases [3] Group 2: Semiconductor Industry - On August 30, the Ministry of Commerce spokesperson commented on the U.S. revoking the "validated end-user" authorization for three semiconductor companies in China, stating that this action would negatively impact the global semiconductor supply chain [5] Group 3: Company Earnings and Announcements - In the first half of 2025, the total revenue of listed companies reached 35.01 trillion yuan, a year-on-year increase of 0.16%, with a second-quarter revenue of 18.11 trillion yuan, up 0.43% year-on-year and 7.15% quarter-on-quarter [5] - Net profit for the first half of the year was 3.00 trillion yuan, reflecting a year-on-year growth of 2.54%, with an acceleration of 4.76 percentage points compared to the previous year's full-year growth [5] - BYD reported a net profit of 15.51 billion yuan for the first half of the year, a year-on-year increase of 13.79% [12] - Huawei announced a revenue of 427 billion yuan for the first half of the year, a year-on-year increase of 3.94%, while net profit decreased by 32% to 37.1 billion yuan [13] - Guizhou Moutai's controlling shareholder plans to increase its stake in the company by 3 to 3.3 billion yuan [11] Group 4: Regulatory and Market Developments - The new national standard for electric bicycles will be implemented, allowing a maximum weight of 55 kg for lithium battery models and increasing the weight limit for lead-acid battery models from 55 kg to 63 kg [5] - WeChat's "Coral Security" announced measures against accounts providing illegal stock recommendation services, indicating a crackdown on misleading financial information [6]