Group 1 - The tobacco sector saw an increase of 1.53%, ranking 8th among concept sectors, with 32 stocks rising, including a limit-up for Kain Co., and significant gains for Huichen Co., Xiangyi Rongtong, and Qiming Star, which rose by 8.32%, 6.01%, and 4.45% respectively [1][2] - The tobacco sector experienced a net inflow of 239 million yuan from main funds, with 16 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow, led by Qiming Star with a net inflow of 137 million yuan [2][3] - Kain Co., Zhongke Information, and Guanhao High-tech had the highest net inflow ratios at 32.04%, 13.49%, and 13.09% respectively [3][4] Group 2 - The top gainers in the tobacco sector included Qiming Star, Zhongke Information, Kain Co., and Huichen Co., with respective daily gains of 4.45%, 4.33%, 9.96%, and 8.32% [3][4] - The stocks with the largest declines included Yuanwanggu, Yaxiang Co., and Changrong Co., which fell by 4.24%, 2.35%, and 2.11% respectively [1][5] - The overall market performance showed a mixed trend with various sectors experiencing both gains and losses, indicating a diverse investment landscape [2][5]

证券之星消息，8月1日造纸板块较上一交易日上涨1.47%，松炀资源领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。造纸板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603863 松炀资源 | | 7771.93万 | 19.60% | -3643.61万 | -9.19% | -4128.32万 | -10.41% | | 002012 凯恩股份 | | 5265.44万 | 28.52% | -2537.87万 | -13.75% | -2727.57万 | -14.77% | | 600966 博汇纸业 | | 1074.19万 | 11.57% | -797.09万 | -8.59% | -277.10万 | -2.99% | | 600793 宜宾纸业 | | 984.84万 | 4.67% | 398.20万 | 1.89% ...

造纸板块活跃，松炀资源、凯恩股份等涨停，山鹰国际涨近4%，博汇纸业、民丰特纸涨幅居前。 ...

Core Viewpoint - The military stocks experienced a significant surge, with multiple companies reaching their daily trading limits and notable percentage increases in their stock prices [1] Group 1: Stock Performance - Ruikeda reached a 20% limit up [1] - Guankuang Technology increased by over 13% [1] - Huapengfei rose by over 10% [1] - Zhanpeng Technology and Kain Co. both hit a 10% limit up [1] - Fengxing Co. approached the limit up [1] - Xiling Power, Zhenyou Technology, and Xinguang Optoelectronics all increased by over 8% [1] - Jihua Group rose by over 7% [1] - Guoyi Bidding, Tongyu Heavy Industry, and Shanhe Intelligent increased by over 6% [1] - Great Wall Military Industry, Lingyun Co., Pinggao Co., and Kesi Technology all rose by over 5% [1]

Market Overview - The Shanghai Composite Index is at 3597.22 points, above the five-day moving average, with a slight increase of 0.10% [1] - The total trading volume of A-shares today is 14,360.10 billion yuan [1] Stocks Performance - A total of 656 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Tongguan Copper Foil (15.08%) - Defu Technology (9.48%) - *ST Huike (9.43%) [1] - Stocks with smaller deviation rates that have just crossed the five-day moving average include: - Yao Yigou - Ningde Times - SAIC Group [1] Top Stocks by Deviation Rate - The following stocks have the highest deviation rates from the five-day moving average: - Tongguan Copper Foil: 20.00% increase, trading at 25.08 yuan [1] - Defu Technology: 11.96% increase, trading at 30.99 yuan [1] - *ST Huike: 12.10% increase, trading at 12.88 yuan [1] - Other notable stocks include: - Chaojie Shares: 12.51% increase, trading at 42.08 yuan [1] - Zhongxin Fluorine: 10.00% increase, trading at 20.68 yuan [1] [2]

证券代码：002012 证券简称：凯恩股份 公告编号：2025-033 浙江凯恩特种材料股份有限公司 凯丰新材股票在全国中小企业股份转让系统终止挂牌的事项不会影响其正 常业务的开展，亦不会对公司及凯丰新材的生产经营产生重大影响。敬请广大投 资者注意投资风险。 特此公告。 浙江凯恩特种材料股份有限公司 董 事 会 2025 年 6 月 19 日 关于控股子公司获批在全国中小企业股份转让系统 终止挂牌的公告 公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 浙江凯恩特种材料股份有限公司(以下简称"公司")于2025年4月28日召开 第十届董事会第三次会议，会议审议通过了《关于控股子公司拟申请在全国中小 企业股份转让系统终止挂牌的议案》，公司控股子公司浙江凯丰新材料股份有限 公司（以下简称"凯丰新材"）拟主动申请其股票在全国中小企业股份转让系统 终止挂牌。具体内容详见公司于2025年4月29日在《上海证券报》《证券时报》 及巨潮资讯网(www.cninfo.com.cn)披露的《关于控股子公司拟申请在全国中小 企业股份转让系统终止挂牌的公告》（公告编号：2025-029 ...

Group 1 - BYD reported August sales of 174,915 new energy vehicles, a year-on-year increase of 184.84% [1] - Cumulative sales from January to August reached 978,795 units, representing a year-on-year growth of 267.31% [1] - The company sold 5,092 new energy passenger vehicles overseas in August [1] Group 2 - Zhongke Electric's subsidiary plans to establish a joint venture with Chongqing Fudi for the production of anode materials, with a registered capital of 1 billion RMB [2] - Zhongke Electric's subsidiary will contribute 650 million RMB, while Chongqing Fudi will contribute 350 million RMB [2] Group 3 - Yuyuan Group intends to transfer 13% of its shares in Jinhuijiu for approximately 1.937 billion RMB, reducing its stake to 25% [3] - The company plans to further reduce its holdings by more than 5% within the next six months [3] Group 4 - Lizhu Group's recombinant COVID-19 fusion protein vaccine has been included in the emergency use for sequential booster immunization [4] Group 5 - Guanghui Energy plans to repurchase shares worth between 800 million and 1 billion RMB to support employee stock ownership plans [5] Group 6 - Cambrian has launched four cloud-based intelligent chips, although mass sales will require a longer time frame and initial technical service investments [7] Group 7 - LePu Medical has received approval from the China Securities Regulatory Commission for the issuance of Global Depositary Receipts (GDRs) and listing on the Swiss Stock Exchange [9] - The GDR issuance will correspond to no more than 180,458,875 new A-shares [9] Group 8 - Fushi Holdings' subsidiary has entered into an exclusive advertising agency cooperation with the Central Radio and Television Station's automotive channel for three years [10] Group 9 - Guangzhou Port's container throughput in August was 1.981 million TEUs, a year-on-year increase of 2.4% [11] - The total cargo throughput for August was 44.788 million tons, a decrease of 0.6% [11] Group 10 - Ningbo Port expects to complete a container throughput of 3.58 million TEUs in August, a year-on-year increase of 10.2% [12] - The total cargo throughput is projected to decline by 3.0% [12] Group 11 - Ming Tai Aluminum reported a 7% year-on-year decrease in aluminum plate and strip sales in August, while aluminum profile sales increased by 47% [13] Group 12 - Electric Power Investment plans to invest in multiple wind and solar projects, with total static investments of 1.585 billion RMB for wind and 538 million RMB for solar [14] Group 13 - Northeast Pharmaceutical has signed a cooperation agreement with MedAbome for the development of the MAb11-22.1 antibody project [19] Group 14 - New Five Feng plans to acquire equity in Tianxin Seed Industry and several other companies for a total price of approximately 2.208 billion RMB [26] Group 15 - Sumeida's subsidiary plans to transfer 100% equity of eight photovoltaic power station project companies, with an estimated transaction value of 657 million RMB [27] Group 16 - *ST Tongzhou intends to acquire 51% equity in Tongtaiwei, fulfilling the capital contribution obligation of 10.2 million RMB [29] Group 17 - Tianyin Holdings' subsidiary plans to invest 120 million RMB in Xundong Xintong to acquire 40% equity [30] Group 18 - Hainan Haiyao plans to publicly transfer 43% equity in Shanghai Lishengte to attract new investors [31] Group 19 - New Asia Process plans to transfer 7.76% of its shares to Xiangcai New Materials at a price of 5.274 RMB per share [32] Group 20 - Lanwei Medical plans to raise no more than 664 million RMB through a private placement for provincial laboratory construction projects [34] Group 21 - Lida New Materials plans to issue convertible bonds to raise no more than 300 million RMB for a new aluminum material project [35] Group 22 - Gekewei has successfully launched its 12-inch CIS integrated circuit project, achieving over 95% yield [51] Group 23 - Baijin Medical's tricuspid valve ring product has received registration approval [52] Group 24 - Shanghai Pharmaceuticals has received approval to initiate Phase I clinical trials for a recombinant anti-CD20 humanized monoclonal antibody [53] Group 25 - Junda Co. has increased the production capacity of its solar cell production base project from 8GW to 10GW [54]

浙江凯恩特种材料股份有限公司 2024 年年度权益分派实施公告 公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股东大会审议通过利润分配方案等情况 1、浙江凯恩特种材料股份有限公司(以下简称"公司"或"本公司")2024 年度利润分配预案已获2025年4月17日召开的2024年度股东大会审议通过，股东 大会审议通过的公司2024年度利润分配的预案为：以截止2024年12月31日的总股 本467,625,470股为基数，向全体股东以每10股派发现金红利0.04元（含税）， 不送红股，不以公积金转增股本。若公司利润分配方案公布后至实施前，公司股 本发生变动的，将按照现金分配总额不变的原则对分配比例进行调整。 2、本次分配方案自披露之日起至实施期间公司股本总额未发生变化。 3、本次实施的分配方案与股东大会审议通过的分配方案及其调整原则是一 致的。 证券代码：002012 证券简称：凯恩股份 公告编号：2025-032 本公司此次委托中国结算深圳分公司代派的A股股东现金红利将于2025年5 月26日通过股东托管证券公司（或其他托管机构）直接划入其资金账户。 4、本次 ...

Group 1: Financial Overview - The company reported a revenue of 140 million in Q1 2025, which is flat compared to the same period last year [3] - The company is focusing on maintaining production stability and supporting the high-end product market competitiveness of its subsidiary, Kaifeng New Materials [3] Group 2: Shareholder and Governance Issues - The company has not received any recent updates regarding the major shareholder's equity disposal, which has been a concern for several years [3] - The company adheres to the "three separations and two independents" principle, ensuring operational independence from the controlling shareholder [3] Group 3: Strategic Decisions - Kaifeng New Materials voluntarily applied to terminate its listing on the National Equities Exchange and Quotations (NEEQ) based on its operational needs and long-term strategic planning [4] - The company is committed to supporting Kaifeng New Materials in enhancing its market competitiveness and expanding into overseas markets [4]

本次活动 将采用 网 络远程的 方式举 行 ，投资者 可登录 " 全景路演 " 网站 （https://rs.p5w.net）；或关注微信公众号"全景财经"；或下载全景路演 APP 参与本次 互动交流。活动时间为 2025 年 5 月 13 日（周二）15:00-17:00。届时公司高管将在线就 公司 2024 年度及 2025 年第一季度业绩、公司治理、发展战略、经营状况和可持续发展 等投资者关心的议题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 关于参加 2025 年浙江辖区上市公司投资者 网上集体接待日活动的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏。 为进一步加强与投资者的互动交流，浙江凯恩特种材料股份有限公司（以下简称"公 司"）将参加由浙江证监局指导、浙江上市公司协会主办、深圳市全景网络有限公司承 办的"2025 年浙江辖区上市公司投资者网上集体接待日暨 2024 年度业绩说明会"，现 将相关事项公告如下： 证券代码：002012 证券简称：凯恩股份 公告编号：2025-031 浙江凯恩特种材料股份有限公司 特此公告。 浙江凯恩特种材料 ...