作者 |一财资讯 8月19日晚，亚钾国际、天娱数科、科思科技、达梦数据等多家A股公司发布公告，披露公司董事因涉 嫌违法犯罪被留置、逮捕或立案调查。 几家公司均表示，该事项不会对公司日常生产经营产生重大影响。 2025.08.20 本文字数：1145，阅读时长大约2分钟 达梦数据：公司董事兼总经理皮宇被留置 达梦数据公告，公司于近期收到湖北省应城市监察委员会下发的《立案通知书》及《留置通知书》，对 公司董事兼总经理皮宇立案调查并实施留置措施。目前，公司已按照《公司法》等相关法律规范及《公 司章程》的有关规定对相关工作进行了妥善安排，该事项预计不会对公司生产经营产生重大影响。 科思科技：公司实际控制人、董事刘建德被实施留置和立案调查 科思科技公告，公司近日接到实际控制人、董事刘建德家属告知，刘建德收到国家某监察委员会出具的 《留置通知书》和《立案通知书》，被实施留置和立案调查，暂不能履行董事相关职责。刘建德在公司 未担任除董事外的任何职务。目前，公司控制权未发生变化，日常经营由高级管理人员负责，各项生产 经营情况正常。本事项未对公司正常经营产生重大影响。公司将持续关注后续进展情况，并及时履行信 息披露义务。 亚钾 ...

Core Viewpoint - Several A-share companies, including YK International, Tianyu Digital Science, Kesi Technology, and Xiling Information, announced that their directors are under investigation or have been detained for suspected illegal activities, but these matters are not expected to significantly impact their daily operations [3][4]. Group 1: Company Announcements - Dameng Data announced that its director and general manager, Pi Yu, is under investigation and has been detained, but the company expects no significant impact on its operations [5]. - Kesi Technology reported that its actual controller and director, Liu Jiande, has been detained and is under investigation, with daily operations managed by senior management and no significant impact on business [7]. - YK International disclosed that its chairman, Guo Baichun, has been arrested for suspected embezzlement and abuse of power, but this matter is personal and unrelated to the company, which continues to operate normally [9]. - Tianyu Digital Science stated that its director, Guo Baichun, is under arrest for personal matters during his public office tenure, with no impact on the company's operations [11]. - Xiling Information reported that its actual controller and director, Yue Yamei, is under investigation and has been detained, with the chairman temporarily assuming the general manager's responsibilities, ensuring normal operations [14].

Group 1 - The Ministry of Human Resources and Social Security has announced three new scenarios for receiving personal pensions, effective from September 1 [2][3] - The new scenarios include: medical expenses exceeding the average disposable income of residents in the province within the last 12 months, receiving unemployment insurance for 12 months within the last two years, and currently receiving minimum living security [2][3] Group 2 - Xiaomi has stated it will not participate in the automotive price war, focusing instead on vehicle deliveries, with significant reductions in operating losses expected [7] - Apple has expanded its iPhone production in India, with all four iPhone 17 models now being manufactured there, aiming to reduce reliance on third-party supply chains [5] - Starbucks plans to raise salaries for all salaried employees in North America by 2%, marking a shift from previous practices where raises were determined by managers [5] Group 3 - The chairman of Yara International has been arrested for embezzlement and abuse of power, although the company’s operations remain normal [8] - Nexstar has agreed to acquire Tegna for $3.5 billion in cash, which will significantly increase its coverage of U.S. households [14] - South Korea's automotive exports increased by 8.8% year-on-year in July, driven by a surge in exports to Europe [14] Group 4 - Xiaomi reported a revenue of 116 billion yuan for Q2 2025, a year-on-year increase of 30.5%, with net profit rising by 75.4% [18] - Pinduoduo's revenue for the first half of 2025 reached 138.8 billion yuan, a 204.4% increase year-on-year, with significant growth across various regions [19] - XPeng Motors reported a revenue of 182.7 billion yuan for Q2 2025, a 125.3% increase year-on-year, with vehicle deliveries rising by 241.6% [20] Group 5 - China’s Hainan province has optimized the method for calculating the "cumulative residence of 183 days" for personal income tax preferential policies [13] - The Danish jewelry brand Pandora plans to close 100 stores in China this year, doubling its initial plan [12] - Kodak has denied reports of ceasing operations or filing for bankruptcy, asserting confidence in its financial recovery [12]

8月19日晚，亚钾国际、天娱数科、科思科技、达梦数据等多家A股公司发布公告，披露公司董事因涉 嫌违法犯罪被留置、逮捕或立案调查。 几家公司均表示，该事项不会对公司日常生产经营产生重大影响。 达梦数据：公司董事兼总经理皮宇被留置 达梦数据公告，公司于近期收到湖北省应城市监察委员会下发的《立案通知书》及《留置通知书》，对 公司董事兼总经理皮宇立案调查并实施留置措施。目前，公司已按照《公司法》等相关法律规范及《公 司章程》的有关规定对相关工作进行了妥善安排，该事项预计不会对公司生产经营产生重大影响。 科思科技：公司实际控制人、董事刘建德被实施留置和立案调查 科思科技公告，公司近日接到实际控制人、董事刘建德家属告知，刘建德收到国家某监察委员会出具的 《留置通知书》和《立案通知书》，被实施留置和立案调查，暂不能履行董事相关职责。刘建德在公司 未担任除董事外的任何职务。目前，公司控制权未发生变化，日常经营由高级管理人员负责，各项生产 经营情况正常。本事项未对公司正常经营产生重大影响。公司将持续关注后续进展情况，并及时履行信 息披露义务。 天娱数科：公司董事郭柏春被采取强制措施 天娱数科公告，公司获悉，银川市人民检察院依法 ...

Market Overview - The essence of the current market trend is described as "deposit migration," with expectations of continuous inflow of funds [1] - Major U.S. stock indices showed mixed performance, with the Nasdaq index experiencing a significant drop of 1.46% to 21,314.95 points, while the Dow Jones Industrial Average slightly increased by 0.02% to 44,922.27 points [3] - Technology stocks were a major drag on the market, with Nvidia falling 3.5%, marking its largest single-day drop in nearly four months [3] Commodity Market - International oil prices declined on August 19, with WTI crude oil futures settling at $61.77 per barrel, down $0.93, a decrease of 1.48% [4] - Brent crude oil futures also fell, closing at $65.79 per barrel, down $0.81, a drop of 1.22% [4] - COMEX gold futures decreased by $19.30, or 0.57%, settling at $3,358.70 per ounce [4] Fiscal and Economic Data - From January to July, China's general public budget revenue reached 1,358.39 billion yuan, a year-on-year increase of 0.1% [5] - Tax revenue was reported at 1,109.33 billion yuan, showing a decline of 0.3%, while non-tax revenue increased by 2% to 249.06 billion yuan [5] - The announcement of new personal pension withdrawal scenarios aims to enhance the flexibility of pension access starting September 1 [5] Industry Developments - The Ministry of Industry and Information Technology held a meeting to regulate the photovoltaic industry, emphasizing the importance of maintaining a healthy competitive environment and supporting sustainable development [6] - The Guangdong provincial government issued policies to promote high-quality development in the commercial aerospace sector from 2025 to 2028 [6] Company News - Jiubite reported a 28.49% year-on-year increase in revenue for the first half of the year, totaling 2.518 billion yuan, with a net profit growth of 24.50% to 645 million yuan [8] - Dongjie Intelligent announced a potential change in control due to a transfer of fund shares, leading to a temporary suspension of its stock and convertible bonds [9][10] - Yara International's chairman was arrested for alleged embezzlement and abuse of power, but the company's operations remain normal [11] - Kosi Technology's actual controller is under investigation, but the company reports no significant impact on its operations [12] Investment Insights - Analysts from various firms suggest that the current market conditions are healthy, with expectations for further capital inflow and a focus on sectors with strong fundamentals, such as infrastructure [1][3] - The rare earth sector is highlighted for its growth potential, driven by increasing demand in electric vehicles, air conditioning, and consumer electronics [1]

Group 1 - The Ministry of Human Resources and Social Security, along with four other departments, has issued a notice that starting from September 1, individuals can withdraw personal pensions under three new conditions: suffering from major illnesses, receiving unemployment insurance, and receiving minimum living security. Participants can withdraw their pensions monthly, in installments, or as a lump sum [2] - Xiaomi Group reported its Q2 financial results, achieving record highs in several key metrics: revenue of 116 billion yuan, a year-on-year increase of 30.5%; adjusted net profit of 10.8 billion yuan, a significant increase of 75.4%; revenue from the smartphone and AIoT segment reached 94.7 billion yuan, up 14.8% year-on-year. The smartphone business generated 45.5 billion yuan, with positive growth for eight consecutive quarters. The automotive segment reported revenue of 21.3 billion yuan, with operating losses narrowing to 300 million yuan, and is expected to achieve profitability in the second half of the year [2] Group 2 - The Ministry of Finance reported that in July, the national general public budget revenue reached 202.73 billion yuan, a year-on-year increase of 2.6%, the highest growth rate this year. Tax revenue was 180.18 billion yuan, growing by 5%. For the first seven months of the year, total revenue was 1.35839 trillion yuan, with a slight year-on-year increase of 0.1% [3] - The People's Bank of China has added 100 billion yuan in re-lending to support agriculture and small businesses, encouraging financial institutions to increase credit support for affected areas and small enterprises [3] - The National Bureau of Statistics reported that the unemployment rate for urban youth aged 16-24 in July was 17.8%, while the rate for those aged 25-29 was 6.9%, and for those aged 30-59 was 3.9% [3] Group 3 - The A-share market experienced a narrow fluctuation with all three major indices closing lower, while the North Star 50 index reached a new historical high. The consumer electronics, CPO, and liquor sectors led the gains, while insurance, PEEK materials, and lithography machine concepts saw notable adjustments [5] - The Hong Kong Hang Seng Index fell by 0.21%, closing at 25,122.9 points, with the Hang Seng Technology Index down 0.67%. Southbound funds saw a significant net inflow of 18.573 billion Hong Kong dollars [6] - The margin financing balance in the A-share market exceeded 2.1 trillion yuan, marking a significant increase and the largest single-day growth in 2024. This reflects a growing bullish sentiment in the market [7] Group 4 - Xpeng Motors reported Q2 total revenue of 18.27 billion yuan, a year-on-year increase of 125.3%, with an adjusted net loss of 390 million yuan, down from a loss of 1.22 billion yuan in the same period last year. The company expects Q3 vehicle deliveries to reach between 113,000 and 118,000 units, representing a year-on-year growth of 142.8% to 153.6% [8] - Pop Mart's revenue and net profit for the first half of the year exceeded the total for the previous year, with revenue of 13.876 billion yuan, a year-on-year increase of 204.4%, and adjusted net profit of 4.71 billion yuan, up 362.8% [9]

今日（8月19日）晚间，亚钾国际（SZ000893，股价30.76元，市值284.2亿元）公告，公司今日获悉银 川市人民检察院依法以涉嫌挪用公款罪、滥用职权罪对董事长郭柏春作出逮捕决定。 天娱数科（SZ002354，股价7.91元，市值130.9亿元）也同步发布了公告。郭柏春现任天娱数科董事。 上述两家公司均称，郭柏春被逮捕事项与公司无关，公司生产经营正常。 《每日经济新闻》记者了解到，郭柏春现年60岁。一个月前，亚钾国际披露了郭柏春被刑事拘留的消 息。据亚钾国际2024年年报，除在亚钾国际、天娱数科任职外，郭柏春还现任北京天象星云私募基金管 理有限公司董事长。 从股价表现上看，截至8月19日收盘，亚钾国际年内股价累计涨幅达52.58%。 7月26日亚钾国际公告，公司第一大股东由中国农业生产资料集团有限公司（以下简称中农集团）变更 为汇能控股集团有限公司（以下简称汇能集团）。 业绩表现方面，今年上半年，亚钾国际预计实现归母净利润7.3亿元至9.3亿元，同比增长170%至 244%。这主要得益于公司钾肥产销量同比提升，同时国际和国内钾肥价格上涨。 郭柏春被逮捕，案件进一步办理中 《每日经济新闻》记者获悉，亚钾国 ...

Core Points - Guo Baichun, the chairman of Yara International, has been arrested on charges of embezzlement and abuse of power, which is unrelated to the company's operations [1][2] - The company has experienced a significant change in its major shareholder, with Huineng Group becoming the largest shareholder after acquiring shares from China Agricultural Materials Group [1][4] Group 1: Arrest and Legal Proceedings - Guo Baichun was arrested by the Yinchuan People's Procuratorate for suspected embezzlement and abuse of power, following an investigation by the Ningxia Hui Autonomous Region Supervisory Commission [2][3] - Guo Baichun, aged 60, has a background in economics and previously served as the vice mayor of Yinchuan [2] - The case against Guo is currently under further investigation [2][3] Group 2: Company Performance and Shareholder Changes - As of August 19, Yara International's stock price has increased by 52.58% year-to-date [4] - The company expects to achieve a net profit attributable to shareholders of between 730 million to 930 million yuan for the first half of the year, representing a year-on-year growth of 170% to 244% [4] - The change in major shareholders did not result in a change of control for Yara International, which remains without a controlling shareholder or actual controller [5]

科思科技公告称，公司实际控制人、董事刘建德被国家某监察委员会实施留置和立案调查，暂不能履行董事职责。 近期，A股市场接连传出上市公司董事被采取强制措施的消息。 据披露，这些事件均属其个人事项，相关公司也均对外表示"生产经营正常、治理结构完善"。 科思科技：实控人、董事刘建德被留置 公司称其未担任除董事外的其他职务，目前公司控制权未发生变化，资金账户与经营情况正常。 记者注意到，8月5日，刘建德曾收到深交所下发的《深圳市科思科技股份有限公司股票交易异常波动问询函》并回复称，截至当时，其本人没有正在筹划 的关于公司的重大事项，包括但不限于并购重组、股份发行、债务重组、业务重组、资产剥离和资产注入等对公司股票交易价格产生较大影响的重大事 项，也不存在其他应披露而未披露的重大信息。在公司股票交易异常波动期间，其本人及一致行动人不存在买卖公司股票的情况。 达梦数据：董事兼总经理皮宇被留置 达梦数据同样于当晚公告，公司董事兼总经理皮宇被湖北省应城市监察委员会立案调查并实施留置。 公司表示已妥善安排相关职责，目前生产经营未受重大影响。 值得注意的是，公司此前公告，皮宇未亲自出席7月16日举行的公司董事会，并委托他人代为表决 ...

近期，A股市场接连传出上市公司董事被采取强制措施的消息。 8月19日晚，亚钾国际（000893）、天娱数科（002354）、科思科技（688788）、达梦数据（688692）等先后发布公告，披露公司董事因涉嫌违法犯罪被 留置、逮捕或立案调查。 据披露，这些事件均属其个人事项，相关公司也均对外表示"生产经营正常、治理结构完善"。 科思科技：实控人、董事刘建德被留置 科思科技公告称，公司实际控制人、董事刘建德被国家某监察委员会实施留置和立案调查，暂不能履行董事职责。 公司称其未担任除董事外的其他职务，目前公司控制权未发生变化，资金账户与经营情况正常。 记者注意到，8月5日，刘建德曾收到深交所下发的《深圳市科思科技股份有限公司股票交易异常波动问询函》并回复称，截至当时，其本人没有正在筹划 的关于公司的重大事项，包括但不限于并购重组、股份发行、债务重组、业务重组、资产剥离和资产注入等对公司股票交易价格产生较大影响的重大事 项，也不存在其他应披露而未披露的重大信息。在公司股票交易异常波动期间，其本人及一致行动人不存在买卖公司股票的情况。 达梦数据：董事兼总经理皮宇被留置 亚钾国际、天娱数科：郭柏春被逮捕 达梦数据同样于 ...