New Stock Issuance - Shanda Electric (Stock Code: 301609) issued at a price of 14.66[1] - Jiyuan Group (Stock Code: 732262) issued at a price of 10.88[1] Market Alerts - Jichuan Pharmaceutical (Stock Code: 600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - The last trading day for Tuisan Jinguang (Stock Code: 600190) is July 14, 2025, with 4 trading days remaining[1] - The last trading day for Tuisan Jinjing (Stock Code: 900952) is also July 14, 2025, with 4 trading days remaining[1] Abnormal Fluctuations - *ST Zitian (Stock Code: 300280) reported severe abnormal fluctuations on July 10, 2025[1] - *ST Yushun (Stock Code: 002289) reported abnormal fluctuations on July 11, 2025[1] Other Notable Announcements - Longyuan Green Energy (Stock Code: 603185) announced on July 11, 2025[1] - Kedi Pharmaceutical (Stock Code: 000590) announced on July 14, 2025[1]

股票方面，截至上周末，多晶硅板块通威股份（600438）7月至今大涨逾两成，大全能源大涨近两成； 光伏玻璃亚玛顿（002623）大涨逾六成；钢铁股金岭矿业（000655）大涨逾四成，重庆钢铁（601005） 大涨16%。 深圳商报·读创客户端记者 陈燕青 随着"反内卷"政策信号持续释放，市场对行业格局优化的预期增强，近期多晶硅、黑色系商品期货持续 反弹。根据统计，截至7月11日，7月以来多晶硅主力合约大涨23.4%，焦煤主力合约上涨8.37%，玻璃 主力合约上涨6.68%，螺纹钢主力合约上涨4.12%。 业内普遍认为，"反内卷"背后，意在减少低效竞争，解决产能过剩和资源浪费问题。 对此，广发证券首席策略分析师刘晨明表示，从2023年底以来，"反内卷"在多个顶层会议被频繁提及， 自上而下推动的供给调节与需求刺激手段形成配合，目标是使得经济的物价水平重回稳定区间。本轮市 场对于"反内卷"的形式和力度也存在观望期，未来行情斜率的提升还需要看到进一步坚决推进的政策信 号。如果政策持续，单靠供给收缩可以实现相关行业的资产周转率上升、价格上涨、利润修复，构成结 构性机会。 根据统计，7月以来商品价格上涨较多的品类集中在新 ...

Group 1 - The company's stock experienced abnormal trading fluctuations on July 9, 2025, as per the Shenzhen Stock Exchange regulations [1] - The company conducted a verification regarding the abnormal trading and confirmed no undisclosed significant information affecting the stock price [1] - The board of directors stated that there are no undisclosed matters that should be reported according to the Shenzhen Stock Exchange listing rules [1] Group 2 - The company is in the process of transferring 100% equity and debt of Tashkurgan County Jingan Mining Co., Ltd., but there has been no progress on this matter to date [2] - The company has made announcements regarding the transfer, which can be found in major financial news outlets [2][3]

证券代码：000655 证券简称：金岭矿业 公告编号：2025－027 山东金岭矿业股份有限公司 关于股票交易异常波动公告 针对公司股票交易异常波动，公司对有关事项进行了核查，现将有 关情况说明如下： 本公司及董事会全体成员保证公告内容真实、准确和完整， 没有虚假记载、误导性陈述或者重大遗漏。 二、公司关注、核实情况 一、股票交易异常波动的情况介绍 山东金岭矿业股份有限公司（以下简称"公司"）的股票（证券简 称：金岭矿业；证券代码：000655）交易价格于 2025 年 7 月 9 日、7 月 10 日连续两个交易日收盘价格涨幅偏离值累计达到 20%以上，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的情况。 1.公司前期披露的信息不存在需要更正、补充之处； 2.公司未发现近期公共媒体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； 3.近期公司生产经营情况正常，公司内外部经营环境未发生重大变 化； 4.公司、控股股东和实际控制人不存在关于本公司的应披露而未披 露的重大事项或处于筹划阶段的重大事项； 5.在公司股票异常波动期间，公司控股股东、实际控制人不存在买 卖公司股票的 ...

Market Overview - The Shanghai Composite Index increased by 0.36% as of the morning close, with a trading volume of 783.11 million shares and a transaction amount of 934.47 billion yuan, a decrease of 3.50% compared to the previous trading day [1] Industry Performance - Real estate, banking, and oil & petrochemicals sectors showed the highest gains, with increases of 1.53%, 1.42%, and 1.23% respectively [1] - The automotive, defense, and electronics sectors experienced the largest declines, with decreases of 0.93%, 0.92%, and 0.76% respectively [2] Leading Stocks - In the real estate sector, Yuhua Development led with a gain of 9.94% [1] - In the banking sector, Minsheng Bank rose by 5.12% [1] - In the oil & petrochemicals sector, *ST Xinchao increased by 5.08% [1] - In the steel sector, Jinling Mining surged by 10.02% [1] - In the non-bank financial sector, Nanhua Futures also rose by 10.02% [1] - In the pharmaceutical sector, Qianyuan Pharmaceutical saw a significant increase of 19.98% [1] Sector Summary - The real estate sector had a transaction amount of 117.03 billion yuan, up 26.74% from the previous day [1] - The banking sector recorded a transaction amount of 266.82 billion yuan, up 36.61% [1] - The oil & petrochemicals sector had a transaction amount of 80.95 billion yuan, up 36.47% [1] - The automotive sector had a transaction amount of 389.36 billion yuan, down 16.50% [2] - The defense sector recorded a transaction amount of 316.85 billion yuan, down 23.79% [2] - The electronics sector had a transaction amount of 1,036.63 billion yuan, down 10.88% [2]

| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.09 | 10.04 | 4.39 | -2885.10 | | 2025.07.08 | 9.95 | 2.85 | 2432.05 | | 2025.07.07 | 0.14 | 1.27 | -186.24 | | 2025.07.04 | 0.41 | 1.62 | 323.77 | | 2025.07.03 | 0.55 | 1.83 | -527.66 | | 2025.07.02 | 1.97 | 2.03 | 33.35 | | 2025.07.01 | 0.85 | 1.16 | 209.83 | | 2025.06.30 | -0.14 | 1.04 | -114.35 | | 2025.06.27 | 1.14 | 1.32 | -675.35 | | 2025.06.26 | -0.57 | 0.86 | -316.23 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 4月9日公司发布的一季 ...

Core Insights - The report highlights a significant increase in domestic excavator sales, with a year-on-year growth exceeding 20% in the first half of the year, indicating a recovery in the construction machinery sector [5] - The investment in ultra-high voltage projects is accelerating, with expected investments surpassing 650 billion yuan in 2025, suggesting strong growth potential in the energy sector [5] - Global semiconductor sales reached 59 billion USD in May, marking a year-on-year increase of 19.8%, reflecting robust demand in the technology sector [5] Industry Updates - The National Development and Reform Commission has allocated an additional 10 billion yuan for central budget investments to support employment initiatives, which is expected to create jobs for 310,000 key groups [4] - Seven departments have issued a document to expedite the development of a universal childcare service system, indicating a focus on social infrastructure [4] - The Hong Kong Securities and Futures Commission is expanding the range of institutions participating in the southbound trading scheme, which may enhance market liquidity [4] Company Focus - Wanma Co., Ltd. (002276) is set to increase its annual production capacity to 60,000 tons after the completion of its high-performance polymer insulation project, raising its market share from 15% to approximately 20% [6] - United Chemical (301209) plans to invest 120 million yuan in Zhuoguangrui Technology, acquiring a 19.35% stake post-investment [6] - Jinling Mining (000655) anticipates a net profit growth of 66.48% to 111.54% year-on-year for the first half of the year, driven by increased sales of its main product, iron concentrate [6] - Keda Intelligent (300222) has a subsidiary that holds an 18% stake in a company supplying charging piles for Xiaomi's electric vehicles, indicating strategic partnerships in the EV sector [6] Market Review and Outlook - On July 8, the market opened slightly higher and experienced a steady upward trend, with the Shanghai Composite Index closing up 0.7% at 3,497 points, reaching a new high for the period [7] - The trading volume in the Shanghai and Shenzhen markets increased to 1.4 trillion yuan, up 240 billion yuan from the previous trading day, indicating heightened market activity [7] - The report notes a rotation in market sentiment, with funds shifting from defensive dividend sectors to undervalued growth sectors, particularly in the ChiNext index, which shows greater elasticity [8] - The recent emphasis on anti-involution policies and supply-side reforms suggests potential investment opportunities in sectors aligned with these themes [8]

这几只票暗盘资金正在偷偷流入，立即查看>> 有色金属板块高开，金岭矿业（000655）涨停价开盘，精艺股份（002295）涨超7%，北方铜业 （000737）、云南铜业（000878）、鹏欣资源（600490）高开。消息面上，特朗普威胁对铜和药品征收 高额关税，纽约期铜一度大涨17%，突破历史高点。 ...

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 - Jinling Mining (000655.SZ) forecasts a significant increase in net profit for the first half of 2025, projecting earnings between 133 million and 169 million yuan, representing a year-on-year growth of 66.48% to 111.54% [1] Group 1: Performance Drivers - The expected growth in net profit is primarily attributed to an increase in sales volume of the main product, iron concentrate [1] - The company has optimized procurement channels, leading to a reduction in raw material and spare parts costs, which has improved production efficiency and decreased unit production costs year-on-year [1] - Additionally, sales volume and prices of by-product copper concentrate have also increased compared to the previous year [1]