Group 1 - The Tianjin Free Trade Zone concept rose by 3.27%, ranking third among concept sectors, with 14 stocks increasing, including Gui Faxiang which hit the daily limit, and Tianbao Infrastructure, Jintou City Development, and Haitai Development showing notable gains of 6.65%, 6.01%, and 4.64% respectively [1] - The top concept sectors by daily change included PEEK materials at 5.99%, MicroLED concept at 3.32%, and AI PC at 3.11%, while the metal lead and zinc sectors saw declines of -0.27% and -0.23% respectively [1] - The Tianjin Free Trade Zone concept attracted a net inflow of 176 million yuan from main funds, with eight stocks receiving net inflows, and six stocks exceeding 10 million yuan in net inflow, led by Gui Faxiang with a net inflow of 103 million yuan [1] Group 2 - The main fund inflow ratios for Gui Faxiang, Jintou City Development, and HNA Technology were 20.56%, 13.27%, and 8.72% respectively, indicating strong investor interest [2] - The top stocks in the Tianjin Free Trade Zone concept by main fund flow included Gui Faxiang with a daily increase of 9.99% and a turnover rate of 20.80%, followed by HNA Technology with a 4.52% increase and a turnover rate of 4.66% [2] - Other notable stocks included Tianjin Port with a 3.80% increase and a turnover rate of 2.10%, and Jintou City Development with a 6.01% increase and a turnover rate of 4.65% [2]

天保基建最新一期业绩显示，截至2025一季报，公司营业总收入1.69亿元、同比减少34.62%，归属净利 润1.00亿元，同比增长737.29%，扣非净利润9446.75万元，同比增长834.22%，流动比率2.104、速动比 率0.240、资产负债率57.38%。 天眼查商业履历信息显示，天津天保基建股份有限公司，成立于1998年，位于天津市，是一家以从事资 本市场服务为主的企业。企业注册资本110983.0895万人民币，实缴资本110983.0895万人民币。公司法 定代表人为侯海兴。 金融界消息 截至2025年7月30日收盘，天保基建（000965）报收于4.24元，下跌3.2%，换手率6.13%， 成交量68.02万手，成交金额2.93亿元。 通过天眼查大数据分析，天津天保基建股份有限公司共对外投资了12家企业，参与招投标项目42次，知 识产权方面有商标信息22条，此外企业还拥有行政许可3个。 资金流向方面，今日主力资金净流出5715.25万元，占比成交额19.48%。其中，超大单净流出3386.04万 元、占成交额11.54%，大单净流出2329.21万元、占成交额7.94%，中单净流出流入200 ...

Group 1 - The legal opinion letter is issued by Tianjin Senyu Law Firm regarding the third extraordinary general meeting of shareholders of Tianjin Tianbao Infrastructure Co., Ltd. scheduled for July 24, 2025 [1][2] - The meeting was announced through various channels, including China Securities Journal and Securities Times, detailing the time, location, convenor, attendees, agenda, voting rules, and registration methods [2][3] - A total of 540 shareholders participated in the meeting, representing 574,160,516 shares, which accounts for 51.7341% of the total voting shares [3][5] Group 2 - The meeting was presided over by the company's chairman, Hou Haixing, and the attendance and qualifications of participants were confirmed to comply with relevant laws and regulations [3][5] - The convenor of the meeting was the company's board of directors, which is deemed qualified to convene the shareholders' meeting [5] - The resolutions discussed during the meeting were consistent with those outlined in the meeting notice, with no new proposals introduced by the shareholders [5][6] Group 3 - Voting was conducted through a combination of on-site and online platforms, with the results showing 573,274,666 shares in favor, representing 99.8457% of the valid votes cast [6] - The voting results for minority shareholders indicated 2,278,770 shares in favor, accounting for 5.5808% of the valid votes from minority shareholders [6] - The legal opinion concludes that all procedures, qualifications, and voting results of the meeting are in compliance with applicable laws and the company's articles of association, rendering the resolutions valid [6]

2025 年第三次临时股东大会决议公告 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。 证券代码：000965 证券简称：天保基建 公告编号：2025-36 天津天保基建股份有限公司 特别提示： 1、本次股东大会未出现否决提案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、召开时间 （1）现场会议时间：2025年7月24日（星期四）下午2:30 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投 票的时间为2025年7月24日上午9:15至9:25，9:30至11:30和下午 1:00至3:00；通过互联网投票系统投票的时间为2025年7月24日上 午9:15至下午3:00。 2、召开地点：天津空港经济区西五道35号汇津广场一号楼公 司八楼会议室 3、召开方式：采取现场投票与网络投票相结合的方式 4、召集人：公司董事会 1 5、主持人：董事长侯海兴先生 通过现场和网络投票的中小股东539人，代表股份3,164,620股， 占公司有表决权股份总数的0.2851％。 其中：通过现场投票的中小股东 ...

天津森宇律师事务所 关于天津天保基建股份有限公司 2025 年第三次临时股东大会的 致：天津天保基建股份有限公司 法律意见书 一、关于本次股东大会的召集、召开的程序 2025 年 7 月 8 日，公司第九届董事会第二十六次会议决议召开 2025 年第三次临 时股东大会，并于 2025 年 7 月 9 日在《中国证券报》、《证券时报》及巨潮资讯网 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共 和国证券法》等有关法律、行政法规、规范性文件以及《天津天保基建股份有限公 司章程》（以下简称"《公司章程》"）的规定，天津森宇律师事务所接受天津天 保基建股份有限公司（以下简称"公司"）的委托，指派本所张贝贝律师、毛艾婷 律师出席公司 2025 年第三次临时股东大会（以下简称"本次股东大会"），并出具 本法律意见书。 为出具本法律意见书，本所律师审查了《公司章程》、公司董事会为召开本次 股东大会所做的董事会决议、公告文件、出席本次股东大会股东或股东委托代理人 的登记证明等相关必要的文件和资料。同时，本所已得到公司的书面确认，即公司 提供给本所律师的所有文件及相关资料均是真实、完整、有效的，无任何隐瞒 ...

Group 1 - The Yarlung Tsangpo River downstream hydropower project has officially commenced with a total investment of approximately 1.2 trillion yuan, aiming to build five tiered power stations primarily for electricity transmission and local consumption in Tibet [1] - The Ministry of Industry and Information Technology (MIIT) plans to accelerate the development of biomanufacturing and low-altitude industries, while promoting innovation in future industries such as humanoid robots and brain-computer interfaces [2][3] - The MIIT and the National Development and Reform Commission (NDRC) are set to issue work plans to stabilize growth in key industries including steel, non-ferrous metals, petrochemicals, and building materials [2][3] Group 2 - The U.S. Department of Commerce has imposed a preliminary anti-dumping duty of 93.5% on Chinese imported anode-grade graphite, citing unfair subsidies [5] - The State Administration for Market Regulation has urged major platform companies like Ele.me, Meituan, and JD.com to standardize promotional activities and foster a healthy competitive environment in the food service industry [6] - A meeting was held to discuss the regulation of the new energy vehicle industry, focusing on enhancing supervision and monitoring product prices and quality [8] Group 3 - The China Iron and Steel Association has proposed a new mechanism for capacity governance to prevent overcapacity risks in the steel industry and to eliminate irrational competition [10] - Yu Shu Technology has initiated its listing guidance, with its controlling shareholder holding approximately 34.76% of the company's shares [11] - Multiple provinces are planning to establish companies to develop local cultural creative Moutai liquor, with participation from distributors based on their allocation of Moutai products [12] Group 4 - As of July 18, 1551 A-share listed companies have released performance forecasts for the first half of 2025, with 26 companies expecting a net profit increase of over 1000% year-on-year [14] - Longhua Automobile reported a net profit of 6.337 billion yuan for the first half of the year, reflecting a year-on-year decline of 10.22% [19] - The major shareholder of Hongbaoli plans to reduce its stake by up to 2% [20]

Group 1 - The A-share market saw a rise in several real estate stocks, with Tianbao Infrastructure (000965) hitting the daily limit, and other stocks like Yucheng Development (000514), New Huangpu (600638), and Dayue City (000031) also experiencing gains [1] - The Central Urban Work Conference was held in Beijing from July 14 to 15, emphasizing the need for high-quality urban development and a focus on modernizing cities with characteristics unique to China [1][3] - The conference highlighted the transition of urbanization in China from rapid growth to stable development, shifting the focus from large-scale expansion to improving existing urban quality and efficiency [3] Group 2 - The conference outlined seven key tasks for urban work, aiming to enhance urban governance and development strategies [4] - Specific stock performance data showed significant increases, with Tianbao Infrastructure rising by 9.98% and achieving a year-to-date increase of 58.42%, while Yucheng Development increased by 5.81% with a year-to-date rise of 63.99% [2]

Core Viewpoint - The A-share listed companies are entering a peak period for mid-year performance forecasts, with a significant increase in the number of companies announcing their forecasts compared to the previous week [1] Group 1: Performance Forecasts - A total of 455 listed companies in Shanghai, Shenzhen, and Beijing announced mid-year performance forecasts from July 7 to July 13, a substantial increase from 32 companies in the previous week [1] - Among these, 210 companies are from the Shanghai main board, 8 from the Shanghai STAR Market, 214 from the Shenzhen main board, 22 from the Shenzhen Growth Enterprise Market, and 1 from the Beijing Stock Exchange [1] Group 2: Companies with Significant Profit Growth - Ten companies forecasted a mid-year net profit growth lower limit exceeding 1000%, with Sanhe Pile leading at a net profit growth rate of 3090.81% to 3888.51% [2] - Other notable companies include Muyuan Foods, which expects a net profit of 1.02 billion to 1.07 billion yuan, and Northern Rare Earth, anticipating a net profit of 900 million to 960 million yuan [4][5] Group 3: Factors Influencing Performance - Sanhe Pile attributes its performance improvement to market demand, focusing on core businesses in emerging fields such as photovoltaics, wind power, and water conservancy, alongside effective cost control and product structure improvement [3] - Muyuan Foods reported a significant increase in operating performance due to higher pig sales and lower breeding costs compared to the same period last year [5] - Northern Rare Earth expects a non-GAAP net profit growth of 5538.33% to 5922.76%, driven by a full order book and an optimistic outlook on future rare earth prices [5] Group 4: Overall Market Sentiment - Among the 455 companies that released forecasts, 139 predicted losses, and 152 anticipated a decline in net profit, indicating a notable increase in the proportion of companies forecasting negative performance compared to the previous week [5]

Group 1 - The real estate sector has experienced a short-term decline, with specific companies like Yucheng Development (000514) dropping over 7% [1] - Other companies in the sector, including Everbright Jiabao (600622), Tianbao Infrastructure (000965), Shoukai Co., Ltd. (600376), and Rong'an Real Estate (000517), also saw declines [1]

Trading Information Summary - Tianbao Infrastructure (000965) closed at 4.59 yuan on July 11, 2025, with a 10.07% increase, reaching the daily limit [1] - The stock hit the limit at 9:30 AM, opened once, and closed with a total order amount of 67.8259 million yuan, accounting for 1.33% of its circulating market value [1] - On July 11, the net inflow of main funds was 46.7262 million yuan, while retail funds saw a net outflow of 13.7552 million yuan [1] Company Announcement Summary - Tianbao Infrastructure announced a half-year performance forecast for 2025, predicting a net profit attributable to shareholders of 90 million to 130 million yuan, an increase of 1581.80% to 2329.27% compared to the same period last year [1] - The net profit after deducting non-recurring gains and losses is expected to be between 75 million and 115 million yuan, representing an increase of 2203.44% to 3431.94% year-on-year [1] - Basic earnings per share are projected to be between 0.0811 yuan and 0.1171 yuan, compared to 0.0048 yuan in the same period last year [1] - The significant increase in performance is attributed to a recovery of land value-added tax amounting to 170 million yuan from a wholly-owned subsidiary's residential project in the first quarter [1]