Core Viewpoint - Sichuan Shuangma's stock price experienced a decline of 1.82% on July 30, closing at 19.44 yuan, with a trading volume of 136,800 hands and a transaction amount of 266 million yuan [1][2]. Group 1: Business Overview - Sichuan Shuangma operates in two main sectors: cement building materials and biopharmaceuticals [1]. - The company has two cement production lines with an annual capacity of 2 million tons and two aggregate production lines with an annual capacity of 5 million tons [1]. - In the biopharmaceutical sector, the company, through its subsidiary Hubei Jianxiang, is involved in the raw material pharmaceutical business [1]. Group 2: Recent Developments - Hubei Jianxiang Biopharmaceutical Co., Ltd., a subsidiary of Sichuan Shuangma, recently received the "Export EU Raw Material Drug Certification Document" from the Hubei Provincial Drug Administration, and its liraglutide production line passed the GMP compliance inspection [1]. - This certification is expected to help the company expand into international markets and enhance product competitiveness [1]. - The company has stated that it has not yet participated in the Yarlung Tsangpo River hydropower project [1]. Group 3: Market Activity - On July 30, the main funds for Sichuan Shuangma saw a net outflow of 18.2757 million yuan [2].

证券代码：000935 证券简称：四川双马 公告编号：2025-35 四川和谐双马股份有限公司（以下简称"公司"）控股子公司湖北健翔生物 制药有限公司（以下简称"湖北健翔"）于近期收到了湖北省药品监督管理局出 具的《湖北省药品 GMP 符合性检查告知书》（编号：鄂 GMP 2025-95 号）和《出 口欧盟原料药证明文件》（Written confirmation for active substances exported to EU， 以下简称"WC 证书"）（编号：HB250024）。湖北健翔 A101 车间 A101 生产 线（原料药利拉鲁肽）经湖北省药品监督管理局现场检查，符合中国药品 GMP （即，药品生产质量管理规范）的要求，等同于欧盟、世界卫生组织以及 ICH Q7 （即，国际人用药品注册技术协调会关于原料药的药品生产质量管理规范指南） 药品 GMP 要求。 一、本次通过药品 GMP 检查及获得出口欧盟原料药证明文件（WC 证书） 的具体情况 （一）《湖北省药品 GMP 符合性检查告知书》（编号：鄂 GMP 2025-95 号） 5、检查结论：符合要求 （二）《出口欧盟原料药证明文件》（WC ...

Core Viewpoint - Sichuan Shuangma's subsidiary, Hubei Jianxiang Biopharmaceutical Co., Ltd., has received compliance certificates from the Hubei Provincial Drug Administration, indicating that its production line meets GMP standards equivalent to those of the EU and WHO [1] Group 1 - Hubei Jianxiang has obtained the "Notice of Compliance Inspection for Drug GMP" and "Certificate of Export of Raw Materials to the EU" from the Hubei Provincial Drug Administration [1] - The A101 production line for the raw material drug Liraglutide has passed the on-site inspection and complies with China's GMP requirements [1] - The GMP compliance is recognized as equivalent to the standards set by the EU, WHO, and ICH Q7 guidelines for raw material drug production [1]

Group 1 - The A-share multi-financial sector experienced significant fluctuations and a downward trend, with Nanhua Futures hitting the daily limit down [1] - Other companies such as Hongye Futures, Yong'an Futures, Cuiwei Co., and Sichuan Shuangma also followed the downward trend [1]

Mergers and Acquisitions - Dajia Weikang plans to acquire 60.85% equity of Anhui Dajia Weikang Health Pharmacy for a transaction price of 116 million yuan, making it a subsidiary post-transaction [1] - Jizhong Energy intends to purchase 49% equity of Jingneng Xilin Gol Energy for 669 million yuan, with the target company having a construction scale of 2×660MW efficient supercritical indirect air-cooled units [2] - Bomin Electronics has terminated its acquisition plan for Benchuang Electronics due to failure to reach consensus on key transaction terms [3] Shareholding Changes - Jingbeifang's employee shareholding platform plans to reduce its stake by up to 3% of the company's total shares, equating to a maximum of 26 million shares [4] - Sichuan Shuangma's major shareholders plan to collectively reduce their holdings by up to 2.92% of the company's total shares, amounting to approximately 1.11 million shares [5] - Chenghe Technology's shareholder, Shanghai Kehui Investment, intends to reduce its stake by up to 3% of the company's total shares, which is approximately 564,960 shares [6] Earnings Disclosure - China Merchants Heavy Industry expects a significant decline in net profit attributable to shareholders, projecting a decrease of 90.16% to 91.95%, with an estimated profit of 9 million to 11 million yuan [7] - Dongpeng Beverage anticipates a net profit increase of 33.48% to 41.57%, estimating a profit range of 2.31 billion to 2.45 billion yuan for the first half of 2025 [8] - Shuanglu Pharmaceutical forecasts a substantial net profit growth of 237.95% to 356.24%, estimating a profit of 100 million to 135 million yuan for the first half of 2025, primarily due to changes in the fair value of financial assets [10]

特别提示： 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 证券代码：000935 证券简称：四川双马 公告编号：2025-34 四川和谐双马股份有限公司 关于持股5%以上股东减持股份的预披露公告 公司持股 5%以上股东中国中信金融资产管理股份有限公司、中融人寿保险股份 有限公司－传统产品保证向本公司提供的信息内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 1、持有四川和谐双马股份有限公司（简称"本公司"）股份 56,767,945 股 （占本公司总股本比例 7.4358%）的股东中国中信金融资产管理股份有限公司 （简称"中信金融资产"）计划在本公告披露之日起 15 个交易日后的连续 90 个 自然日内以集中竞价和大宗交易方式合计减持本公司股份不超过 11,106,100 股 （含本数），占本公司总股本的 1.4547%，占剔除本公司回购专用证券账户中的 股份数量后总股本的 1.4667%。 2、持有本公司股份 51,919,170 股（占本公司总股本比例 6.8007%）的股东 中融人寿保险股份有限公司－传 ...

Group 1 - The cement sector saw an increase of 1.75%, ranking 8th among concept sectors, with 32 stocks rising, including Sifang New Material and Sichuan Shuangma hitting the daily limit [1] - Notable gainers in the cement sector included Tibet Tianlu, Zhongtai Chemical, and Jinyu Group, which rose by 3.77%, 3.44%, and 2.53% respectively [1] - The sector experienced a net inflow of 233 million yuan, with 16 stocks receiving net inflows, and 8 stocks exceeding 10 million yuan in net inflow [2] Group 2 - The top net inflow stock was Sichuan Shuangma, with a net inflow of 113 million yuan, followed by China Energy Construction, Conch Cement, and Tibet Tianlu with net inflows of 93.47 million yuan, 66.49 million yuan, and 32.38 million yuan respectively [2][3] - The net inflow ratio for Sifang New Material, Sichuan Shuangma, and Ordos was 70.30%, 14.96%, and 14.27% respectively [3] - The trading volume and turnover rates for key stocks in the cement sector were highlighted, with Sichuan Shuangma showing a trading increase of 9.98% and a turnover rate of 5.00% [3][4]

Group 1: Securities Sector - The report indicates a significant increase in IPO approvals, with 149 companies approved in June alone, accounting for 86% of the total for the year, a year-on-year increase of 452% [2] - Investment recommendations focus on four main lines: (1) Hong Kong Stock Exchange benefiting from deepening connectivity and the return of Chinese concept stocks; (2) multi-financial companies with strong performance and high dividends; (3) brokerage firms showing clear improvement in performance with significant mismatches in high profitability and low valuation; (4) Sichuan Shuangma, which is expected to benefit from the technology sector [2] Group 2: Insurance Sector - The insurance industry reported a premium income of 3.06 trillion yuan in the first five months of 2025, a year-on-year growth of 3.77% [40] - The report highlights the introduction of a new commercial health insurance innovative drug directory, which aims to include high-value innovative drugs beyond basic insurance coverage [41] - The insurance sector has seen a capital increase of nearly 50 billion yuan in the first half of the year, with 13 companies completing or announcing capital increase plans [42]

Group 1 - The cement sector experienced a surge, with Fujian Cement (600802) hitting the daily limit up [1] - Other companies such as Sichuan Shuangma (000935), Wanyanqing (000789), Conch Cement (600585), Shangfeng Cement (000672), and Jinyu Group (601992) also saw increases in their stock prices [1]

四川和谐双马股份有限公司(简称"公司"或"本公司"）于近日接到控股 股东北京和谐恒源科技有限公司（简称"和谐恒源"）的告知函，获悉和谐恒源 将所持有的本公司的部分股份办理了质押手续，具体事项如下： 一、股东本次股份质押的基本情况 证券代码：000935 证券简称：四川双马 公告编号：2025-33 四川和谐双马股份有限公司 关于控股股东所持部分股份质押的公告 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。 上述"质押后质押股份数量占其所持股份比例"为所质押股份的数量占和谐 恒源及其一致行动人持股数量的比例。 如出现总数与各分项数值之和不符的情况，为四舍五入造成。 三、备查文件 | 股 | 是否为控股 | | | | 是否 | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 东 | 股东或第一 | 本次质押 | 占其所持 | 占公司总 | 为限 | 为补 | 质押起 | 质押到 | 质权人 | 质押 | | 名 | 大股东及其 | 数量（股） | ...