Group 1 - The company expects a net profit attributable to shareholders of between 28 million to 35 million yuan for the first half of 2025, representing an increase of 42.49% to 78.11% compared to the same period last year, which was 19.65 million yuan [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 26.5 million to 33.5 million yuan, an increase of 69.09% to 113.76% compared to last year's 15.67 million yuan [1] - The basic earnings per share are anticipated to be between 0.09 yuan to 0.12 yuan, compared to 0.096 yuan per share in the previous year [1] Group 2 - The increase in operating performance for the first half of 2025 compared to the same period in 2024 is primarily attributed to growth in sales scale and an increase in gross profit, along with a decrease in financing costs, particularly the interest on overseas US dollar loans [1]

[2025 Semi-Annual Performance Forecast](index=1&type=section&id=Shenzhen%20Haoshanghao%20Information%20Technology%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Core Performance Indicators Forecast](index=1&type=section&id=I.%20Expected%20Performance%20for%20the%20Current%20Period) The company forecasts a significant year-on-year increase in 2025 H1 net profit and non-recurring net profit, ranging from 42.49% to 113.76% Key Performance Indicators Forecast | Item | Current Period (2025 H1) | Prior Period (2024 H1) | Year-on-Year Change | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: 28.00 million RMB to 35.00 million RMB | Profit: 19.65 million RMB | Increase: 42.49% to 78.11% | | **Net Profit Excluding Non-Recurring Items** | Profit: 26.50 million RMB to 33.50 million RMB | Profit: 15.67 million RMB | Increase: 69.09% to 113.76% | | **Basic Earnings Per Share** | Profit: 0.09 RMB/share to 0.12 RMB/share | Profit: 0.096 RMB/share | - | - The company confirms a **year-on-year increase** in the current period's performance forecast[3](index=3&type=chunk) [Analysis of Performance Change Reasons](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Change%20Reasons) The primary drivers for the 2025 H1 year-on-year performance growth are increased gross profit from expanded sales volume and reduced financing costs, particularly lower interest on overseas USD loans - Core drivers for performance growth include: - Increased sales volume compared to the prior year - Corresponding increase in gross profit - Decrease in financing costs, especially reduced interest on overseas USD loans[4](index=4&type=chunk) [Other Statements and Risk Disclosures](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm%20%26%20IV.%20Risk%20Disclosure) The company states this performance forecast is a preliminary internal assessment, unaudited by certified public accountants, and advises investors that final financial data will be disclosed in the 2025 semi-annual report, urging caution regarding investment risks - This performance forecast is a **preliminary estimate** by the company's finance department and has not been audited by certified public accountants[3](index=3&type=chunk)[5](index=5&type=chunk) - The company reminds investors that final data will be based on the 2025 semi-annual report, and **investment risks** should be considered[5](index=5&type=chunk)

Core Viewpoint - The company expects a significant increase in net profit for the first half of 2025, projecting a range of 28 million to 35 million yuan, which represents a year-on-year increase of 42.49% to 78.11% compared to 19.65 million yuan in the same period last year [1] Financial Performance - The net profit attributable to shareholders is projected to be between 28 million and 35 million yuan, up from 19.65 million yuan, indicating a substantial growth [1] - The net profit after deducting non-recurring gains and losses is expected to be between 26.5 million and 33.5 million yuan, compared to 15.67 million yuan in the previous year, reflecting an increase of 69.09% to 113.76% [1] - The basic earnings per share are forecasted to be between 0.09 yuan and 0.12 yuan [1] Operational Factors - The increase in operating performance for the first half of 2025 compared to the same period in 2024 is attributed to a growth in sales scale, an increase in gross profit, and a decrease in financing costs compared to the previous year [1]

New Stock Issuance - Huadian New Energy (证券代码: 730930) issued shares at a price of 3.18 on July 7, 2025[1] - Jichuan Pharmaceutical (证券代码: 600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (证券代码: 603389) has a tender offer period from June 10 to July 9, 2025[1] Trading Alerts - The last trading day for TSM Jinguang (证券代码: 600190) is in 9 trading days[1] - The last trading day for TSM Jinyou (证券代码: 600462) is in 5 trading days[1] - The last trading day for TSM Gongzhi (证券代码: 000584) is in 3 trading days[1] Abnormal Fluctuations - Northern Long (证券代码: 301357) is experiencing severe abnormal fluctuations[1] - ST Dongjing (证券代码: 002199) reported abnormal fluctuations[3] - ST Yunchuang (证券代码: 835305) reported abnormal fluctuations on July 4, 2025[3]

好上好今日下跌5.14%，全天换手率39.15%，成交额20.28亿元，振幅7.87%。龙虎榜数据显示，机构净 买入3158.16万元，深股通净买入3695.41万元，营业部席位合计净买入1748.23万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专用 | 3920.76 | 225.34 | | 买二 | 中国国际金融股份有限公司上海分公司 | 3758.04 | 44.55 | | 买三 | 机构专用 | 3158.16 | 0.00 | | 买四 | 平安证券股份有限公司深圳分公司 | 3129.25 | 77.38 | | 买五 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 部 | 2139.90 | 3121.42 | | 卖一 | 国信证券股份有限公司浙江互联网分公司 | 1766.74 | 3359.70 | | 卖二 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 部 | 2139.90 | 3121.42 | | 卖三 | 东方财富证券股份 ...

Group 1 - The company "好上好" (001298) experienced a decline of 5.14% in its stock price today [1] - The trading volume reached 2.028 billion yuan, with a turnover rate of 39.15% [1] - According to the post-market data, the Shenzhen Stock Connect special seat bought 39.2076 million yuan and sold 2.2534 million yuan [1] Group 2 - One institutional special seat had a net purchase of 31.5816 million yuan [1]

Market Overview - On July 4, the Shanghai Composite Index rose by 0.32%, while the Shenzhen Component Index and the ChiNext Index fell by 0.25% and 0.36% respectively [2] - A total of 54 stocks appeared on the "Dragon and Tiger List" due to significant price movements, with the highest net inflow of funds being 111 million yuan into Jingxin Pharmaceutical (002020.SZ) [3][5] Stock Performance - Jingxin Pharmaceutical saw a net purchase of 111 million yuan, accounting for 9.41% of its total trading volume, and closed up by 10.02% with a turnover rate of 11.2% [3][5] - The stock with the highest net outflow was Haoshanghao (001298.SZ), which experienced a net sell of 110 million yuan, representing 4.06% of its total trading volume, and closed down by 10.01% with a turnover rate of 49.46% [6][3] Institutional Activity - On the same day, 24 stocks on the Dragon and Tiger List had institutional participation, with institutions net buying 91,500 yuan in total [7] - The stock with the highest institutional net purchase was Shenzhou Cell (688520.SH), which closed up by 16.46% and had a turnover rate of 4.53% [7][8] Northbound Capital Flow - Northbound funds participated in 14 stocks on the Dragon and Tiger List, with a total net outflow of 243 million yuan [12] - The highest net purchase by northbound funds was also in Jingxin Pharmaceutical, amounting to 48.64 million yuan, while the highest net sell was in Jingbeifang (002987.SZ) at 180 million yuan [12][14] Summary of Institutional and Northbound Fund Activities - Institutions and northbound funds jointly net bought stocks such as Longyang Electronics, Guangsheng Hall, and Shenzhou Cell, while they jointly net sold stocks including Lingang Steel, Yingfang Micro, and Haoshanghao [14][15] - The total net purchase by institutions for Shenzhou Cell was 155.81 million yuan, while the total net sell for Haoshanghao was 249.7 million yuan [15]

Group 1 - The company "好上好" (stock code: 001298) experienced a limit down today, indicating a significant drop in stock price [1] - The trading volume reached 2.703 billion yuan, with a turnover rate of 49.46%, suggesting high trading activity [1] - Data from the post-market龙虎榜 shows that the Shenzhen Stock Connect special seat bought 1.567 million yuan and sold 11.8 million yuan, indicating a net selling trend [1] Group 2 - One institutional special seat recorded a net sell of 24.968 million yuan, reflecting potential bearish sentiment among institutional investors [1]

Group 1 - The computer sector saw a net inflow of over 44 billion yuan, leading the market in capital inflow [1][2] - Other sectors with net inflows include non-bank financials (9.5 billion yuan) and banks (6.31 billion yuan) [2] - The sectors experiencing net outflows include non-ferrous metals (-44.1 billion yuan), electronics (-32.5 billion yuan), and new energy (-29.26 billion yuan) [2] Group 2 - The top stock by net inflow was沃尔核材 with 11.82 billion yuan, representing a net inflow rate of 19.67% [3] - Other notable stocks with significant net inflows include 协鑫能科 (5.36 billion yuan) and 长亮科技 (4.65 billion yuan) [3] - The stock with the highest net outflow was 好上好, with a net outflow of 4.62 billion yuan, reflecting a net outflow rate of -18.59% [4] Group 3 - The overall market showed a mixed trend with strong inflows in the computer sector while facing significant outflows in sectors like non-ferrous metals and electronics [1][2] - The data indicates a potential shift in investor sentiment towards technology and financial sectors, while traditional sectors may be losing appeal [1][2]

Market Overview - As of July 3, the Shanghai Composite Index closed at 3461.15 points, up by 6.36 points, with a gain of 0.18% [1] - The Shenzhen Component Index closed at 10534.58 points, increasing by 121.96 points, representing a rise of 1.17% [1] - The ChiNext Index ended at 2164.09 points, up by 40.37 points, reflecting a growth of 1.90% [1] Stock Performance - A total of 118 A-shares had a turnover rate exceeding 20%, with seven stocks, including Xining Electric and Yihua New Materials, having turnover rates above 50% [1] - Notable stocks with high turnover rates include: - Xining Electric (301388) with a turnover rate of 64.19% and a closing price of 28.12 yuan, down by 5.00% [1] - Yihua New Materials (301176) with a turnover rate of 57.71% and a closing price of 32.64 yuan, up by 20.00% [1] - Good Up Good (001298) with a turnover rate of 55.09% and a closing price of 38.68 yuan, up by 10.01% [1] - Other significant stocks include Bofei Electric (001255), Zhilifang (301312), and Southern Road Machinery (603280) with turnover rates above 50% [1] Additional Stock Insights - Other stocks with notable turnover rates include: - Yuyin Co. (002177) with a turnover rate of 50.30% and a closing price of 7.43 yuan, down by 9.83% [1] - Daye Intelligent (300670) with a turnover rate of 48.51% and a closing price of 8.21 yuan, up by 4.45% [1] - Shenwei Haina (300961) with a turnover rate of 47.78% and a closing price of 23.08 yuan, up by 6.56% [1] - The data indicates a significant level of trading activity in the market, particularly among certain stocks, suggesting potential volatility and investor interest [1]