| 601139 | 深圳燃 | 0.92 | 0.30 | 6.57 | 6.61 | 0.63 | | --- | --- | --- | --- | --- | --- | --- | | | 气 | | | | | | | 002813 | 路畅科 | 1.36 | 2.69 | 24.37 | 24.52 | 0.63 | | | 技 | | | | | | | 000966 | 长源电 | 0.66 | 0.71 | 4.58 | 4.60 | 0.45 | | | 力 | | | | | | | 601158 | 重庆水 | 0.43 | 0.12 | 4.70 | 4.72 | 0.35 | | | 务 | | | | | | | 000875 | 吉电股 | 1.35 | 0.84 | 5.24 | 5.25 | 0.25 | | | 份 | | | | | | | 002032 | 苏泊尔 | 0.21 | 0.08 | 51.32 | 51.39 | 0.14 | | 002157 | 正邦科 | 0.70 | 0.38 | 2.87 | 2.87 | 0.12 | | | 技 | | ...

Group 1 - The company held its 33rd meeting of the 9th Board of Directors on August 7, 2025, via telecommunication, with all 8 invited directors attending [2][3][4] - The meeting approved the proposal to cease investment in the 200 MW integrated wind-solar-storage project in Huai'an County, Zhangjiakou City, due to market conditions affecting the project's capital return rate [6][5] - The decision to not invest in the project will not impact the company's current profit and loss [6] Group 2 - The company received project approval for a total of 1,507.93 MW of wind power projects from the Guizhou Provincial Energy Bureau on August 6, 2025 [10] - The cumulative approved project capacity for 2025 reached 1,607.93 MW, exceeding 10% of the company's total installed capacity from the previous year [10][19] - The approved projects are expected to enhance the company's renewable energy resource reserves and improve overall profitability, aligning with the company's strategic goals [19]

Group 1: Company Performance - SMIC reported Q2 revenue of $2.21 billion, a 16% year-over-year increase, but a 1.7% decrease quarter-over-quarter [1] - China Mobile achieved a net profit of 84.2 billion yuan in the first half of 2025, a 5% year-over-year increase, with a mid-term dividend of 2.75 HKD per share, up 5.8% [2] - Huahong Semiconductor's Q2 revenue was $566.1 million, an 18.3% year-over-year increase, with Q3 revenue guidance of $620 million to $640 million [3] Group 2: Business Operations and Developments - Chuangzhong Technology clarified that it does not engage in the production of liquid-cooled servers, only participating in testing platforms, with no revenue generated from this segment in H1 2025 [4] - Shuo Beid announced it has sent samples of liquid-cooled server plates to Taiwanese clients, but the ability to pass testing and achieve mass production remains uncertain [5] - Furi Electronics stated that its subsidiary provides JDM/OEM services for service robots, but this revenue accounts for less than 1% of the company's total revenue [6] Group 3: Industry Trends and Market Movements - Sales of new energy vehicles by Seres reached 44,581 units in July, reflecting a 5.7% year-over-year increase [7] - Longyuan Power completed a power generation of 6,328.76 MWh in July, marking a 2.44% year-over-year growth [8] - Jianglong Shipbuilding won a bid for the "Blue Granary" marine economic development project, indicating ongoing infrastructure investments [8]

（文章来源：证券日报） 证券日报网讯 8月7日晚间，吉电股份发布公告称，2025年8月6日，吉林电力股份有限公司（以下简 称"公司"）收到贵州省能源局的项目核准通知，公司1，507.93MW风电项目获得核准。主要受此影响， 2025年公司累计新增核准项目容量1，607.93MW，达到公司上年度总装机容量的10%以上。 ...

证券日报网讯 8月7日晚间，吉电股份发布公告称，公司第九届董事会第三十三次会议审议通过了《关 于不再投资建设河北省张家口市怀安县200兆瓦风光储一体化项目的议案》。 （文章来源：证券日报） ...

Group 1: RWA Registration and Brain-Computer Interface Development - The RWA registration platform has officially launched in Hong Kong, initiated by the Hong Kong Web3.0 Standardization Association, aiming to facilitate the entire process of RWA asset tokenization [1] - Seven government departments in China have released implementation opinions to promote innovation in the brain-computer interface industry, focusing on the development of high-precision surgical robots for implanting brain-computer interfaces [1] Group 2: Market Trends and Company Developments - The global cellular IoT connections are expected to reach 5.1 billion by 2030, driven by key technologies such as 5G RedCap and 4G LTE Cat-1bis modules [2] - The company "Ele.me" faced user dissatisfaction due to system failures, leading to delivery delays and order issues [2] - The collaboration between Yuanrong Qixing and Smart has reportedly ended, with Yuanrong denying the claims and stating they have reported the matter to the police [2] Group 3: Financial Performance and Corporate Actions - Xinhua Insurance has received regulatory approval for Zhang Xiaodong to serve as a director, effective from August 6, 2025 [3] - Guangfa Asset Management has withdrawn its application for public fund management qualifications, with only two firms receiving approvals in 2023 [3] - Lingxin Qiaoshou has completed a multi-hundred million yuan angel round financing led by Ant Group, aimed at enhancing technology reserves and data collection capabilities [5] - The China Securities Regulatory Commission has approved the IPO registration of Guangzhou Bibete Medical Co., Ltd. for listing on the Sci-Tech Innovation Board [5] - *ST Tianmao is likely to apply for voluntary delisting due to significant operational uncertainties, marking the third company this year to pursue such action [5] Group 4: Project Approvals and Financial Results - Lichong Group's subsidiary has received project approvals for aluminum alloy wheels from international vehicle manufacturers, with expected sales of approximately 1.643 billion yuan over the project durations [6] - Jidian Co. has received approval for a 1507.93 MW wind power project, which will add over 10% to its total installed capacity [7] - Jian Sheng Group reported a net profit of 142 million yuan for the first half of 2025, a year-on-year decrease of 14.46% [8] - Nanya New Materials reported a net profit of 87.19 million yuan for the first half of 2025, a year-on-year increase of 57.69% [9] - Hewei Electric reported a net profit of 243 million yuan for the first half of 2025, a year-on-year increase of 56.79% [10] - Rongzhi Rixin reported a net profit of 14.24 million yuan for the first half of 2025, a year-on-year increase of 2063.42% [11] - Chaoping San reported a net profit of 11.31 million yuan for the first half of 2025, a year-on-year increase of 163.01% [13] - Zhangyuan Tungsten reported a net profit of 115 million yuan for the first half of 2025, a year-on-year increase of 2.54% [14] Group 5: Market Performance - The Shanghai Composite Index rose by 0.16%, reaching a new high for the year, while the Shenzhen Component Index and the ChiNext Index experienced declines [15] - The market saw significant trading volume, with a total turnover of 1.83 trillion yuan, reflecting a 914 billion yuan increase from the previous trading day [15]

Group 1 - Hewei Electric achieved a net profit of 243 million yuan in the first half of 2025, a year-on-year increase of 56.79% [1] - The company reported a revenue of 1.884 billion yuan, representing a year-on-year growth of 36.39% [1] - Hewei Electric specializes in the sales of wind power converters and photovoltaic inverters, along with related services [1] Group 2 - Jidian Co. received approval for a 1507.93 MW wind power project, increasing its approved project capacity to 1607.93 MW, over 10% of last year's total installed capacity [2] - The company focuses on the research, production, and sales of thermal power, hydropower, and renewable energy [2] Group 3 - Nanya New Materials reported a net profit of 87.19 million yuan in the first half of 2025, a year-on-year increase of 57.69% [2] - The company achieved a revenue of 2.305 billion yuan, reflecting a year-on-year growth of 43.06% [2] - Nanya specializes in the design, research, production, and sales of copper-clad laminates and bonding sheets [2] Group 4 - Rongzhi Rixin reported a net profit of 14.24 million yuan in the first half of 2025, a significant year-on-year increase of 2063.42% [2] - The company achieved a revenue of 256 million yuan, representing a year-on-year growth of 16.55% [2] - Rongzhi Rixin provides intelligent operation and maintenance solutions for industrial equipment [3] Group 5 - Jiasheng Group reported a net profit of 142 million yuan in the first half of 2025, a year-on-year decrease of 14.46% [4] - The company achieved a revenue of 1.171 billion yuan, showing a slight year-on-year growth of 0.19% [4] - Jiasheng specializes in the production and manufacturing of knitted sportswear [4] Group 6 - Lidong Group's subsidiary received project approvals for aluminum alloy wheels from international automotive manufacturers, with expected sales of approximately 1.643 billion yuan over the project duration [5][6] - The company focuses on the research, manufacturing, and sales of aluminum alloys and related products [6] Group 7 - Jianglong Shipbuilding won a bid for a 78.55 million yuan infrastructure project in the marine economic development zone [7] - The project has a duration of 540 days and involves the design, research, production, and sales of various types of boats [7] Group 8 - Liyuan Information reported a net profit of 96.13 million yuan in the first half of 2025, a year-on-year increase of 65.79% [31] - The company achieved a revenue of 4.034 billion yuan, reflecting a year-on-year growth of 17.46% [31] - Liyuan specializes in the distribution of electronic components and the development of smart grid products [31] Group 9 - Baijie Shenzhou reported a net profit of 450 million yuan in the first half of 2025, reversing a loss of 287.7 million yuan from the previous year [32] - The company achieved total revenue of 17.518 billion yuan, a year-on-year increase of 46% [32] - Baijie Shenzhou focuses on the research, development, production, and commercialization of innovative drugs [32] Group 10 - Xianhe Co. plans to invest 11 billion yuan in a new integrated high-performance paper-based material project [34] - The project will include the construction of production lines for bamboo pulp and high-performance paper-based materials [34] Group 11 - Zhongchuan Technology's subsidiary plans to invest approximately 5.712 billion yuan in a 1.3 million kilowatt wind power project [35] - The company specializes in wind turbine manufacturing and related engineering services [35] Group 12 - Source Technology received a purchase order worth 1.415 billion yuan for high-power laser chips [20] - The company focuses on the research, design, production, and sales of optical chips [21]

格隆汇8月7日丨吉电股份(000875.SZ)公布，2025年8月6日，吉林电力股份有限公司收到贵州省能源局 的项目核准通知，公司1,507.93MW风电项目获得核准。主要受此影响，2025年公司累计新增核准项目 容量1,607.93MW，达到公司上年度总装机容量的10%以上。 ...

证券代码：000875 证券简称：吉电股份 公告编号：2025-056 吉林电力股份有限公司 关于公司获得新能源项目核准的公告 3.纳雍县姑开合心风电场项目 根据贵州省能源局《省能源局关于同意纳雍县姑开合心风电场项目 核准的通知》（黔能源审〔2025〕204号），公司全资子公司北京吉能 新能源科技有限公司取得该项目核准，建设规模202.5MW，建设地点纳 雍县。 4.纳雍县张家湾阿雍风电场项目 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。 2025年8月6日，吉林电力股份有限公司（以下简称"公司"）收到贵 州省能源局的项目核准通知，公司1,507.93MW风电项目获得核准。主要 受此影响，2025年公司累计新增核准项目容量1,607.93MW，达到公司上 年度总装机容量的10%以上。根据《深圳证券交易所上市公司自律监管 指引第3号——行业信息披露（2025年修订）》，现将有关情况公告如 下： 一、本次项目核准获取情况概述 1.纳雍县居仁桃园风电场项目 根据贵州省能源局《省能源局关于同意纳雍县居仁桃园风电场项目 核准的通知》（黔能源审〔2025〕202号），公 ...

证券代码：000875 证券简称：吉电股份 公告编号：2025-055 吉林电力股份有限公司 第九届董事会第三十三次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 1.吉林电力股份有限公司第九届董事会第三十三次会议通知于 2025 年 7 月 27 日以电子邮件、书面送达等方式发出。 2.2025 年 8 月 7 日，公司第九届董事会第三十三次会议以通讯方 式召开。 3.公司应参会董事 8 人，实参会董事 8 人。 4.本次会议的召开符合《公司法》及公司《章程》的规定。 二、董事会会议审议情况 审议《关于不再投资建设河北省张家口市怀安县 200 兆瓦风光储 一体化项目的议案》 1 届董事会第二十七次会议审议同意投资建设，具体详见公司于 2024 年 12 月 13 日披露的《关于投资建设河北省张家口市怀安县 200 兆瓦 风光储一体化项目的公告》（2024-101）。 三、备查文件 经与会董事签字并加盖董事会印章的董事会决议。 特此公告。 吉林电力股份有限公司董事会 二○二五年八月七日 2 会议以 8 票赞同、0 票反对、 ...