New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]

证券代码：001298 证券简称：好上好 公告编号：2025-043 深圳市好上好信息科技股份有限公司 关于控股子公司变更住所并完成工商变更登记的公告 上市首日风险提示公告 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，不存在 任何虚假记载、误导性陈述或者重大遗漏。 二、备查文件 2 《深圳市宝汇芯微电子有限公司营业执照》。 特此公告。 深圳市好上好信息科技股份有限公司 2025 年 7 月 2 日 深圳市好上好信息科技股份有限公司的控股子公司深圳市宝汇芯微电子有 限公司因业务发展需要，已于近日变更住所，现已完成工商变更登记手续，并取 得了深圳市市场监督管理局换发的《营业执照》，现将相关情况公告如下： 1 项目 变更前 变更后 名称 深圳市宝汇芯微电子有限公司 无变化 统一社会信用代 码 91440300MAELUB2Y69 无变化 类型 有限责任公司 无变化 法定代表人 窦贵栋 无变化 经营范围 一般经营项目是：集成电路芯片及 产品销售；集成电路芯片设计及服 务；电子产品销售；技术服务、技术 开发、技术咨询、技术交流、技术转 让、技术推广；技术进出口；货物进 出口。（除依法须经批准的项目外， 凭 ...

Market Overview - On July 2, both Shanghai and Shenzhen stock markets closed lower with a decrease in trading volume [1] - Steel and photovoltaic equipment sectors showed the highest gains, while components and communication equipment sectors experienced the largest declines [1] Top Stocks - The top stock by popularity was Haoshanghao (002198), which closed at 35.16 with a rise of 4.77% and a popularity value of 10.6962 million [2] - Hongbaoli (002165) ranked second, closing at 10.8 with a gain of 6.82% and a popularity value of 5.5133 million [2] - Yaxing Anchor Chain (601890) reached a closing price of 10 with a gain of 10% and a popularity value of 2.8643 million [2] - Anni Shares (002235) and Great Wall Military Industry (601606) were among the stocks with the largest declines, closing at 10.49 with a drop of 10.03% and 29.6 with a drop of 7.38% respectively [2] Company Highlights - Haoshanghao (001298) saw its popularity exceed 10 million, driven by its involvement in storage chip and AI glasses concepts, with a focus on TWS Bluetooth chip development [3] - Hongbaoli (002165) experienced a resurgence in popularity after a significant price increase of over 200% from March to April, with its main business in epoxy propylene derivatives [4] - Yaxing Anchor Chain (601890) closed at a high after a strong performance, benefiting from government support for the marine economy, with its main products including ship anchor chains and offshore platform mooring chains [6]

4月25日公司发布的一季报数据显示，一季度公司共实现营业总收入17.72亿元，同比增长13.14%，实现 净利润0.18亿元，同比增长273.64%。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.01 | 3.45 | 55.38 | -20885.75 | | 2025.06.30 | 10.00 | 22.79 | 34801.24 | | 2025.06.27 | 10.00 | 54.00 | -7392.47 | | 2025.06.26 | 10.01 | 34.97 | -1586.17 | | 2025.06.25 | 10.02 | 20.68 | 25074.72 | | 2025.06.24 | 3.89 | 19.30 | 1048.71 | | 2025.06.23 | 1.91 | 10.62 | 1145.50 | | 2025.06.20 | -2.70 | 10.89 | -1817.62 | | 2025.06.19 | -2.27 | 16 ...

好上好：公司不存在应披露而未披露的重大事项 智通财经7月1日电，好上好(001298.SZ)公告称，公司股票于2025年6月27日、6月30日、7月1日连续三 个交易日收盘价格涨幅偏离值累计超过20%，属于股票异常波动情况。经自查及核实，公司前期披露的 信息无误，近期公共传媒未报道可能影响股价的重大信息，公司经营环境未发生重大变化，公司、控股 股东和实际控制人无应披露而未披露的重大事项或筹划阶段的重大事项，控股股东、实际控制人在股票 异动期间无买卖公司股票的行为。公司半年度财务数据正在核算中，如达到披露业绩预告的情形，将按 规定披露。公司提醒投资者注意市场风险和公司面临的风险因素。 ...

证券代码：001298 证券简称：好上好 公告编号：2025-042 深圳市好上好信息科技股份有限公司（以下简称"公司"）股票（证券简称： 好上好，证券代码：001298）于 2025 年 6 月 27 日、2025 年 6 月 30 日、2025 年 7 月 1 日连续三个交易日收盘价格涨幅偏离值累计超过 20%，根据《深圳证券 交易所交易规则》，属于股票异常波动情况。 经公司自查并向控股股东及实际控制人核实，不存在应披露而未披露的重大 信息。 二、公司关注并核实情况的说明 针对公司股票异常波动，公司对有关事项进行了核查，有关情况说明如下： 深圳市好上好信息科技股份有限公司 股票交易异常波动公告 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，不存在 任何虚假记载、误导性陈述或者重大遗漏。 一、股票交易异常波动情况 1、经自查，公司不存在违反信息公平披露的情形。 （四）经核查，公司、控股股东和实际控制人不存在关于公司的应披露而未 披露的重大事项，或处于筹划阶段的重大事项； （五）经核查，公司控股股东、实际控制人在股票异动期间不存在买卖公司 股票的行为； 2、目前公司半年度财务数据正在核算中，如经财 ...

Core Viewpoint - The article highlights the strong performance of military stocks, technology stocks, and new consumption sectors, indicating a bullish market trend in these areas while banking stocks continue to face downward pressure [1][9]. Military and Technology Stocks - Military stocks experienced significant gains, with military equipment and electronics sectors leading the surge [1]. - Technology stocks also showed strength, particularly in the semiconductor industry, with leading stocks like Haoshanghao (001298) hitting the limit up shortly after market open, marking a four-day consecutive rise [1][10]. - The AI hardware sector continues to thrive, with companies like Xinyisheng and Zhongji Xuchuang seeing sustained increases [1][10]. New Consumption Sector - The new consumption sector is rebounding, with notable performances from the "three sisters" of new consumption in the Hong Kong market, including Laopu Gold, which rose over 16% and reached a historical high [4]. - In the A-share market, the new consumption sector is also active, with significant gains in IP economy and cultivated diamond sectors, particularly stocks like Hangzhou Garden and Kaiying Network [5][6]. - Open Source Securities suggests focusing on four main lines within the new consumption sector: differentiated gold and jewelry brands, retail enterprises adapting to trends, high-quality domestic beauty brands, and differentiated medical beauty product manufacturers [8]. Market Performance - As of the morning close, the Shanghai Composite Index rose by 0.2%, the Shenzhen Component Index increased by 0.54%, and the ChiNext Index saw a rise of 0.93% [1].

Market Overview - The A-share market saw all three major indices rise in the morning session, with the Shanghai Composite Index up 0.2%, the Shenzhen Component Index up 0.54%, and the ChiNext Index up 0.93% [1] - The total market turnover reached 932.6 billion yuan, a decrease of 81.1 billion yuan compared to the previous day, with over 3,500 stocks rising [1] Sector Performance - The gaming, military, brain-computer interface, and photolithography concept stocks led the gains, while the banking, securities, and dairy sectors experienced declines [3] - Notable stocks in the military sector included Hengyu Xintong (300965), Chenxi Aviation (300581), and Zhongbing Hongjian (000519), all of which hit the daily limit [3] - The gaming sector saw significant increases with Kaiying Network (002517) and Giant Network (002558) both reaching the daily limit [3] - Photolithography concept stocks were active, with Blue Eagle Equipment (300293) hitting the daily limit, along with Kaimete Gas (002549) and Zhongci Electronics (003031) [3] - The innovative drug sector rebounded, with Zhaoyan New Drug (603127) also hitting the daily limit [3] - The banking and securities sectors faced early declines, with Guosheng Jinkong (002670) dropping over 5% [3] Hot Stocks - The strongest sectors included new energy vehicles, military, and specialized innovative companies, with multiple stocks hitting daily limits [8][9][10] - In the new energy vehicle sector, 16 stocks reached the daily limit, with the highest consecutive limit being 9 days [8] - The military sector had 14 stocks hitting the daily limit, with the highest consecutive limit also being 9 days [9] - The specialized innovative sector had 13 stocks hitting the daily limit, with a maximum of 3 consecutive limits [10] Sector Insights - The military equipment sector is expected to benefit from increasing global military trade demand and domestic military modernization efforts, potentially leading to a dual boost in fundamentals and industry valuations [12] - The gaming sector is supported by a record number of game approvals, indicating regulatory support for healthy industry development [13] - The brain-computer interface sector is gaining attention due to advancements from Neuralink, with significant usage data reported from trial participants [14] - The digital currency sector is poised for growth as Hong Kong aims to enhance cross-border payment efficiency through stablecoins, with new regulations set to take effect [15]

Group 1 - The storage chip sector opened high, with Chengbang Co., Ltd. (603316) achieving a three-day consecutive rise [1] - Haoshanghao (001298) increased by over 7%, indicating strong market interest [1] - Multiple stocks including Zhanxin Co., Ltd., Zhongjing Electronics (002579), and Huatian Technology (002185) also opened high, reflecting a positive trend in the sector [1] Group 2 - Dark pool funds are flowing into these stocks, suggesting increased investment activity and potential bullish sentiment [1]

Market Overview - On June 27, the A-share market exhibited structural differentiation, with the Shanghai Composite Index down by 0.70%, while the Shenzhen Component Index and the ChiNext Index rose by 0.34% and 0.47% respectively [2] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached 1.58 trillion yuan, with over 3,400 stocks rising and 54 stocks hitting the daily limit [2] Sector Performance - The electronic, non-ferrous metals, and textile sectors attracted significant capital, with Tesla supply chain and military protection stocks showing particularly active performance [2] - In the electronic sector, nine stocks hit the daily limit, with notable inflows into Huaten Technology and Shenzhen Huqiang, which saw net inflows of 5.82 billion yuan and 6.40 billion yuan respectively [2] Non-Ferrous Metals - North Copper achieved a four-day limit increase, closing at 10.31 yuan with a net inflow of 2.57 billion yuan [3] - The sector saw a collective rise in small metal varieties such as zinc, tin, and molybdenum, driven by interest in Tesla's new electric vehicle concepts [3] Military and Defense - The defense sector saw significant activity, with Inner Mongolia First Machinery Group receiving a large net buy of 4.8 billion yuan, while Jihua Group also hit the daily limit [4] - The military protection theme ranked among the top gainers, supported by recent advancements in new equipment development by military enterprises [4] Communication Equipment - The communication equipment sector experienced a net inflow of 12.80 billion yuan, with Hengbao Co. hitting the daily limit at 19.15 yuan and a turnover rate of 54.38% [5] - The sector's activity is linked to the accelerated rollout of 5G-A networks by operators, indicating a potential for valuation recovery in related industries [5] Capital Flow Insights - The main sectors attracting capital included electronic components, communication equipment, and small metals, with net inflows of 19.26 billion yuan, 12.80 billion yuan, and 5.47 billion yuan respectively [5] - As the semi-annual report disclosure period approaches, sectors with strong earnings certainty, such as technology and high-end manufacturing, are likely to continue attracting investment [5]