买到即赚到？ 8月26日锦龙股份3500万股二次司法拍卖结束。这场原计划当天10点结束的拍卖项目，因竞买人出价激烈，延时逾2小时 才全部结束。 上述股份被拆分为17个标的进行拍卖，最终竞买人累计出价达531次，成交价总计4.33亿元，相较于3.78亿元的起拍价溢 价15%。6名自然人成功竞得，其中陈学赓、顾斌、魏巍、张寿春等多名A股法拍"常客"现身此次锦龙股份法拍。 近一个月以来，券商股行情升温，配置价值重获投资者关注。持有中山证券股权、东莞证券股权的锦龙股份8月以来股价 上涨8.14%。据券商中国记者简单测算，上述竞得者此次获得锦龙股份的成本价约在11.8元/股至12.8元/股之间，按8月26 日锦龙股份15.54元/股的收盘价计算，已浮盈20%-30% 。 上述股份实际上被拆成17个标的，其中有16个标的均为"200万股及孳息"，起拍价各为2157.3万元；另有1个标的为"300万 股及孳息"，起拍价为3235.95万元。此前有市场人士分析称，3500万股被拆成17个标的进行拍卖，更容易促成竞拍。 相比一拍而言，锦龙股份二拍受到更多关注。根据券商中国记者统计，17个标的均迎来竞买人的报名，合计88人次。 ...

Group 1 - The auction of Jinlong Co., Ltd. attracted six individual bidders, resulting in a total bid of 342 million yuan for 35 million shares, indicating market interest despite differing views on the company's future [1] - The auction process involved 88 participants and 531 bids, reflecting a competitive environment in the market for quality equity [1] - The presence of prominent individual investors, known as "bulls," may provide short-term support for the stock price, although fundamental improvements in the company still need to be observed [1] Group 2 - The public fund market in China has reached a historic milestone, with total assets surpassing 35 trillion yuan as of the end of July, driven primarily by net value growth [2] - Despite a strong A-share market, the overall sentiment among investors has leaned towards profit-taking, leading to a decrease in the number of shares in stock and mixed funds [2] - This significant growth in public fund assets is expected to benefit financial sectors such as brokerage and asset management, injecting long-term capital into the market [2] Group 3 - Billion-yuan private equity firms have concentrated their investments in five major sectors: electronics, pharmaceuticals, computers, machinery, and basic chemicals, reflecting confidence in technological innovation and manufacturing upgrades [3] - The total market value of shares held by these private equity firms in the top ten shareholders of 94 companies reached 34.731 billion yuan [3] - The focus on these sectors indicates a strategic positioning towards structural opportunities in the market, potentially guiding future capital flows [3] Group 4 - Changcheng Securities reported a significant increase in net profit of 91.92% year-on-year for the first half of 2025, with total revenue rising by 44.24% [4] - The company's cash flow from operating activities improved dramatically, with a net cash flow of 7.546 billion yuan, marking a 102.85% increase [4] - This strong performance is likely to boost investor confidence in the company's growth prospects and support valuations in the brokerage sector [4]

｜2025年8月27日 星期三｜ NO.3 百亿元级私募机构二季度重仓五大行业个股 随着A股上市公司2025年中报披露进入尾声，百亿元级私募机构的最新持仓情况逐渐浮出水面。私募排 排网最新数据显示，按2025年8月26日已经披露中报的A股上市公司前十大流通股股东名单统计，已有 27家百亿元级私募机构旗下产品出现在94家公司前十大流通股股东名单中，合计持股市值达347.31亿 元。从行业分布来看，二季度，百亿元级私募机构的重仓股主要集中在电子、医药生物、计算机、机械 设备和基础化工五大领域，重仓股数量依次为15只、13只、10只、8只和7只。 点评：百亿级私募二季度重仓电子、医药生物等五大行业，显示其对科技创新和制造业升级的持续看 好。这些行业代表经济转型方向，私募重仓或引领市场资金流向相关优质标的。电子、计算机等科技板 块估值有望获得支撑，医药生物则受益于人口老龄化趋势。整体来看，私募机构布局反映对结构性机会 的把握，或为市场提供新的投资风向标。 NO.4 长城证券：2025年上半年净利润13.85亿元，同比增长91.92% NO.1 法拍竞价超500次，牛散入场接盘锦龙股份 锦龙股份最新公告披露，公司控股股 ...

Core Insights - The value of brokerage stocks has regained investor attention in the past month, highlighted by the successful auction of 35 million shares of Jinlong Co., which fetched a total price of 4.33 billion yuan, a 15% premium over the starting price [1][2] - The auction saw significant participation, with 531 bids placed, indicating increased interest compared to a previous auction that failed to attract buyers [1][2] - The stock price of Jinlong Co. has risen over 8% since August, with auction participants potentially realizing a floating profit of 20% to 30% based on their acquisition costs [1][2] Auction Details - The auction consisted of 17 lots, with 16 lots starting at 21.573 million yuan each and one lot starting at 32.3595 million yuan [1] - Some lots exceeded their initial auction prices, with notable purchases including 200 million shares sold for 27.673 million yuan, reflecting a 9% premium over the first auction's starting price [2] - The starting price for the second auction was approximately 10.79 yuan per share, with Jinlong Co.'s stock fluctuating between 14 yuan and 16 yuan in the past month, contributing to the competitive bidding [2] Market Participants - Several bidders in the auction are recognized as frequent participants in the A-share judicial auction market, indicating a trend of investors seeking "bargain" opportunities through auctions [3] - Notable bidders include early market players and those who have previously engaged in various judicial auctions, suggesting a shift in strategy from long-term holding to short-term profit-taking [3] - The increasing number of participants in the judicial auction market has led to heightened competition, potentially diminishing the cost-effectiveness of such investments [3]

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、误导性陈述或重大遗漏。 广东锦龙发展股份有限公司（下称"公司"）于 2025 年 8 月 5 日披露了《关于股东股份被第二次司法拍卖的提示性公告》（公告编 号：2025-48），公司控股股东东莞市新世纪科教拓展有限公司（下 称"新世纪公司"）所持有的合计 35,000,000 股股份于 2025 年 8 月 （http://sf.taobao.com）进行公开拍卖（第二次拍卖）。 根据淘宝网司法拍卖网络平台发布的《网络竞价成功确认书》： 台开展的"东莞市新世纪科教拓展有限公司名下持有的上市公司股 票 200 万股及孳息（包 1） （证券简称：锦龙股份，证券代码：000712） 证券代码：000712 证券简称：锦龙股份 公告编号：2025-51 广东锦龙发展股份有限公司 一、本次司法拍卖的竞价结果 项目公开竞价中，以最高应价胜出。 该标的网络拍卖成交价格：?25073000（贰仟伍佰零柒万叁仟元） 台开展的"东莞市新世纪科教拓展有限公司名下持有的上市公司股 票 200 万股及孳息（包 2） （证券简称：锦龙股份，证券代码：000712， ...

证券代码：000712 证券简称：锦龙股份 公告编号：2025-51 广东锦龙发展股份有限公司 关于股东股份被第二次司法拍卖的进展公告 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、误导性陈述或重大遗漏。 广东锦龙发展股份有限公司（下称"公司"）于 2025 年 8 月 5 日披露了《关于股东股份被第二次司法拍卖的提示性公告》（公告编 号：2025-48），公司控股股东东莞市新世纪科教拓展有限公司（下 称"新世纪公司"）所持有的合计 35,000,000 股股份于 2025 年 8 月 25 日 10 时至 2025 年 8 月 26 日 10 时止在淘宝网司法拍卖网络平台 （http://sf.taobao.com）进行公开拍卖（第二次拍卖）。 一、本次司法拍卖的竞价结果 根据淘宝网司法拍卖网络平台发布的《网络竞价成功确认书》： 1．用户姓名魏巍通过竞买号 Q8338 于 2025/08/26 在阿里资产平 台开展的"东莞市新世纪科教拓展有限公司名下持有的上市公司股 票 200 万股及孳息（包 1）（证券简称：锦龙股份，证券代码：000712）" 项目公开竞价中，以最高应价胜出。 ...

8月26日上午12时，经过多名竞拍者激烈竞逐，锦龙股份3500万股股权第二次司法拍卖结果正式出炉。本次拍卖的17个标的物全部达成交易，分别由6位竞 买人竞得。其中，竞买号D3200拍下900万股股份。 与首轮流拍和20天前刚上架时无人问津的冷清不同，锦龙股份3500万股股权二次拍卖出现多名竞拍者出手竞价的"反转"一幕。经记者统计，本次拍卖累计 竞价531轮，延时509次，最终成交总价高出起拍价超5000万元。 这是锦龙股份年内第四次走上拍卖台，也是拍卖进展最顺利的一次。2月18日，首拍涉及新世纪公司200万股及实控人杨志茂6030万股，最终仅新世纪公司 持股以2439.72万元成交，杨志茂所持股份全部流拍。4月25日对前述流拍的6030万股股权重启拍卖，最终有3030万股股权成交，剩余3000万股股权再度流 标；7月7日新世纪公司持有的3500万股股权首拍上架以流拍告终；本次拍卖系该3500万股股权启动二次处置程序。 知名经济学者、工业和信息化部信息通信经济专家委员会委员盘和林向记者表示，锦龙股份这次拍卖遇到了股市行情向好，而锦龙股份下属资产中以券商 资产为主，在当前行情之下券商往往是最值钱的，因此股份拍卖竞 ...

淘宝司法拍卖网站显示，上述股份由锦龙股份控股股东东莞市新世纪科教拓展有限公司持有，为第二轮 司法拍卖，此前一拍在7月初流拍。3500万股被拆成17个标的进行拍卖，其中有16个标的为200万股，1 个标的为300万股，起拍价合计超过3亿元。 17个标的共吸引88人次报名，合计出价531次。根据网络竞价成功确认书，自然人王梓旭以近1.10亿元 的成交价竞得900万股；自然人张寿春以合计9859.2万元的成交价竞得800万股；自然人陈学庚以合计 7641.9万元的成交价竞得600万股；自然人魏巍以合计7161.9万元的成交价竞得600万股；自然人顾斌以 合计4924.6万元的成交价竞得400万股；自然人盛伟丽以合计2767.3万元的成交价竞得200万股。 人民财讯8月26日电，8月26日13:03锦龙股份（000712）3500万股司法拍卖结束，这笔司法拍卖原计划 于当天10:00结束，但竞买人出价激烈，司法拍卖延时约2小时才全部结束。 ...

Market Overview - The A-share market experienced a sudden decline in the afternoon, with the Shanghai Composite Index dropping over 0.2% before recovering slightly, while the Shenzhen Component and ChiNext indices fell [2] - The trading volume in the Shanghai and Shenzhen markets exceeded 2 trillion yuan for the first time this year, marking the seventh consecutive trading day of such volume [2] Sector Performance - Securities stocks collectively faced a pullback, with notable declines including Changcheng Securities down over 6% and Hato Securities down over 5% [2][3] - Several high-priced stocks hit the daily limit down, including Lianhuan Pharmaceutical and Zhongdian Xindong, with others like Shunlian Bio and Sainuo Medical dropping over 8% [4] Banking Sector - In contrast, bank stocks showed strength in the afternoon, with Agricultural Bank of China and Postal Savings Bank reaching new historical highs during the session [2] Hong Kong Market - The Hang Seng Index fell over 0.5%, and the Hang Seng Tech Index dropped more than 1% [6] - AAC Technologies Holdings (02018.HK) saw a rapid decline of over 14% following the release of its interim results, despite reporting a revenue of 13.32 billion yuan, a year-on-year increase of 18.4% [6][8] Company Performance - AAC Technologies reported a gross margin of 20.7%, down 0.8 percentage points year-on-year, attributed to changes in product mix, while net profit attributable to shareholders increased by 63.1% to 876 million yuan due to improved profitability in optical business and rapid growth in precision structural components [8] - CICC noted that the overall valuation level of A-shares remains reasonable, but the rapid increase in trading volume may lead to short-term volatility [8]

Group 1 - The company Jinlong Co., Ltd. announced the convening of its 19th temporary board meeting on August 19, 2025, to review the proposal for loan extension and other documents [2] - For the fiscal year 2024, the revenue composition of Jinlong Co., Ltd. is as follows: Securities investment business accounts for 52.08%, securities brokerage business for 42.76%, structured entity business for 21.98%, margin trading business for 14.13%, futures brokerage business for 10.63%, and investment banking business for 5.72% [2]