Group 1 - Company GuoDeWei plans to repurchase shares with a total investment of between 100 million to 150 million yuan, with a maximum repurchase price of 53 yuan per share, expecting to buy back between 1.89 million to 2.83 million shares, accounting for 0.78% to 1.17% of total share capital [1] - Company Shuangliang Energy has won a bid for the Gansu Energy Chemical Qinyang 2×660MW coal power project, with a total bid amount of 237 million yuan, representing 1.82% of the company's projected revenue for 2024 [1] - Company China Pacific Insurance reported a total premium income of 227.17 billion yuan from its two subsidiaries in the first five months, with a year-on-year growth of 10.2% for its life insurance subsidiary and 0.5% for its property insurance subsidiary [1][2] Group 2 - Company LuKang Pharmaceutical has received a drug registration certificate for injectable Cefoperazone Sodium, a third-generation cephalosporin with broad-spectrum antibacterial properties [3] - Company 吉祥航空 reported a 4.97% year-on-year increase in passenger turnover in May, with a seat occupancy rate of 86.14%, up 3.70% year-on-year [4][5] - Company DuRui Pharmaceutical's subsidiary has also received a drug registration certificate for injectable Cefoperazone Sodium [6] Group 3 - Company KeLan Software announced that part of the shares held by its controlling shareholder will be auctioned, involving 5.09 million shares, accounting for 1.07% of the total share capital [7] - Company HuaCan Optoelectronics received a government subsidy of 87.84 million yuan, which is expected to positively impact the company's pre-tax profit for 2025 [8] - Company JinZhi Technology has won a bid for projects from the State Grid and China Resources New Energy, with a total bid amount of 84.41 million yuan [9] Group 4 - Company Vision China completed a capital increase for its subsidiary, raising 100 million yuan to accelerate its layout in the AI field [11] - Company Youa Co. received a profit distribution of 96.03 million yuan from its investment in Changsha Bank [13] - Company WanBangde's subsidiary obtained a patent for a deuterated compound, enhancing the chemical stability and reducing toxicity [16] Group 5 - Company DongCheng Pharmaceutical completed the enrollment of all 488 participants in the Phase III clinical trial for Fluorine-18 PSMA peptide injection, aimed at prostate cancer diagnosis [17] - Company China Merchants Expressway announced that its first phase of medium-term notes for 2024 will pay interest on July 2, 2025, with a total issuance of 2.5 billion yuan and an interest rate of 2.35% [18] - Company JinPu Titanium's subsidiary has temporarily suspended production for maintenance due to falling product prices and high production costs [20] Group 6 - Company BeiLu Pharmaceutical received a marketing authorization for Iodinated Contrast Injection in Hungary, marking another approval in the EU [22] - Company LiXing Co. obtained an overseas investment certificate for its wholly-owned subsidiary in Singapore, with a total investment of 2.16 million yuan [24] - Company LangKun Technology won a garbage collection service project with a bid amount of 21.57 million yuan [26] Group 7 - Company KeRui International plans to transfer 55% of its subsidiary Tianjin ZhiRui's equity for 41.96 million yuan [28] - Company Nanjing JuLong intends to invest 130 million yuan to build a production project for special materials with an annual output of 40,000 tons [30] - Company NanShan Intelligent plans to use up to 50 million yuan of idle funds for cash management in safe and liquid financial products [32] Group 8 - Company GuangLian Aviation completed the business change registration for its subsidiary, involving the introduction of strategic investors [34] - Company XiaoFang Pharmaceutical signed a cooperation agreement to develop a new drug for hair loss treatment [36] - Company GuiZhou SanLi plans to sign a 150 million yuan technology transfer and development contract with Guangdong Pharmaceutical University [38] Group 9 - Company ST SiLong's subsidiary received a drug registration certificate for Famotidine injection, used for treating upper gastrointestinal bleeding [52] - Company ZhongKe Information's executive plans to reduce holdings of up to 180,000 shares, accounting for 0.06% of total share capital [53] - Company KeLun Pharmaceutical's injectable Cefoperazone Sodium/Chloride Sodium injection received drug registration approval [54] Group 10 - Company LuXin Investment plans to transfer 10.06% of its stake in LuXin HuiJin for 203 million yuan, aiming to focus on its main business [56] - Company Western Gold plans to acquire 100% of Xinjiang MeiSheng for 1.655 billion yuan [58] - Company JinTou City Development intends to swap assets worth 5.862 billion yuan, changing its main business to urban centralized heating [60]

Group 1 - In May, new RMB deposits exceeded 2 trillion, while new RMB loans were nearly 620 billion, indicating a disparity in growth between deposits and loans due to changes in financial institutions' asset diversification and financing structures [1] - The "Guzi economy" has rapidly exploded, with the Taotian toy industry achieving a market share of 70% during the first phase of the 618 shopping festival, significantly surpassing last year's performance [1] - Micron has confirmed the discontinuation of DDR4 production, with expectations of severe shortages in the coming quarters, particularly affecting the PC and data center sectors [1] Group 2 - The search volume for "LABUBU" on the Xianyu platform surged by 1000% month-over-month, indicating a strong demand for rental services of LABUBU figurines [2] - Multiple counterfeit LABUBU factories in Dongguan have ceased operations, likely due to increased copyright enforcement [2] - Minsheng Securities' chief strategist, Miao Yiling, has left the company, marking a significant change in the firm's research leadership [3] Group 3 - China Pacific Insurance reported a total premium income of 227.169 billion for its two subsidiaries in the first five months, with a year-on-year growth of 10.2% for life insurance [6] - Goldway plans to repurchase shares worth between 100 million to 150 million, with a maximum repurchase price set at 53 yuan per share [11] - Nanjing Julong intends to invest 130 million in a new production project for special materials, aiming for an annual output of 40,000 tons [10] Group 4 - A strategic research collaboration between Stone Pharmaceutical Group and AstraZeneca has been established, with potential earnings exceeding 5 billion from milestone payments and royalties [7] - The China Securities Regulatory Commission has approved the registration application for Jiangxi Aifenda's IPO on the Growth Enterprise Market [6] - Xizi Elevator has appointed Gao Feng as the new chairman following the passing of the previous chairman [4][5]

Group 1 - The company, Jiangsu Jinzhikeji Co., Ltd., has successfully won bids for several projects from State Grid Corporation of China and its subsidiaries, as well as China Resources New Energy (Long County) Co., Ltd., with a total bid amount of 84.41 million yuan [1][3] - The projects primarily focus on power transmission and transformation, distribution networks, and renewable energy sectors, enhancing the company's core competitiveness and brand influence in the smart energy business [3] - The total contract amount of 84.41 million yuan accounts for 4.76% of the company's total revenue for the year 2024, indicating a positive impact on the company's operating performance [3] Group 2 - The counterparties for the projects include State Grid Corporation of China and its subsidiaries, which are known for their strong commercial credit and financial capability, ensuring their ability to pay project funds [3] - The payment methods and delivery schedules for the projects will be specified in the contracts signed between the company and the project units [3]

证券代码：002090 证券简称：金智科技 公告编号：2025- 023 江苏金智科技股份有限公司 关于中标项目的公告 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、 误导性陈述或重大遗漏。 一、中标项目概况 近期，江苏金智科技股份有限公司（以下简称"公司"）成功中标国家电网有限 公司及其下属子公司、华润新能源（陇县）有限公司相关项目，累计中标金额 8,440.91 万元。具体情况如下： | 序号 | 交易对手 | 项目名称 | 招标编号 | 中标内容 | 合同金额 | | --- | --- | --- | --- | --- | --- | | | 方 | | | | （万元） | | | 国家电网 | 国家电网有限公司 2025 年第十六批采购（数字 | | 调度类硬件 | | | 1 | | | 0711-25OTL02212007 | | 452.61 | | | 有限公司 | 化项目第一次设备招标 | | 包 20 | | | | | 采购） | | | | | | 国网山东 | 国家电网有限公司 2025 | | 一二次融合成 | | | 2 | 省电力公 | 年华北区域第 ...

Core Viewpoint - The company, Jinzhikeji (002090), has recently won bids for projects from State Grid Corporation of China and its subsidiaries, totaling 84.41 million yuan, which will enhance its competitiveness and brand influence in the smart energy sector [1] Group 1: Project Details - The total bid amount for the projects is 84.41 million yuan [1] - The projects include digitalization equipment bidding, and joint procurement for integrated ring network box agreements in North and Northwest regions [1] - The successful bids will strengthen the company's core competitiveness in power transmission and transformation, distribution networks, and renewable energy [1] Group 2: Financial Impact - The contract amount represents 4.76% of the company's projected total revenue for 2024 [1] - The execution of these projects is expected to have a positive impact on the company's operating performance [1]

Core Viewpoint - The company Jinzhitech (002090) confirmed that its electrical automation quick-cut devices are used in some nuclear power plants, but these applications do not involve controllable nuclear fusion [1] Group 1 - The company has engaged in the development of electrical automation quick-cut devices [1] - The application of these devices is specifically noted in certain nuclear power plants [1] - There is a clear distinction made that the technology does not pertain to controllable nuclear fusion [1]

Market Overview - A-shares experienced a rally in the afternoon, with the ChiNext Index and the STAR Market Index both rising over 1% [1] - The Shanghai Composite Index closed up 0.23% at 3384.1 points, while the Shenzhen Component Index rose 0.58% to 10203.5 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 13.172 billion yuan, an increase of nearly 1.4 billion yuan compared to the previous day [1] Sector Performance - The food and beverage sector saw a pullback, with Yanjinpuzi dropping over 8% [1] - Pharmaceutical stocks also weakened, with Jinkai Biotechnology down nearly 10% and Sinovac Biotech falling over 8% [1] - The CPO concept stocks surged, with Shengyi Electronics and Haide Control hitting the daily limit [3][4] - The computing power concept stocks were strong, with Huijin Co. and Qingyun Technology also reaching the daily limit [1][3] - The virtual power plant concept gained traction, with Hengshi Technology and Ankao Zhidian both hitting the daily limit [7][8] - The sports concept remained active, with Jinling Sports achieving a three-day limit increase and Gongchuang Lawn hitting the limit for four consecutive days [9][10] CPO Concept - The CPO concept saw significant gains, with Shengyi Electronics closing at a 20% limit increase [3][4] - Other notable performers included Shijia Photon and Haide Control, both reaching their daily limits [3][4] Virtual Power Plant Concept - The virtual power plant concept also experienced a strong performance, with Hengshi Technology closing at a 20% limit increase [7][8] - Other companies in this sector, such as Ankao Zhidian and Jinzhi Technology, also saw substantial gains [7][8] Sports Sector - The sports sector showed continued strength, with Jinling Sports achieving a 20% limit increase and a cumulative increase of approximately 94% over four days [9][10] - The Jiangsu Province City Football League attracted significant attendance, boosting local tourism and consumption [11] Policy Developments - The National Energy Administration has initiated pilot projects focusing on new power system construction, including virtual power plants and intelligent microgrids [8][9] - The National Development and Reform Commission and the Energy Administration have introduced policies to promote green electricity connections, enhancing the traceability of renewable energy consumption [9]

Market Overview - The market experienced narrow fluctuations in the morning, with the three major indices showing slight increases. The Shanghai Composite Index rose by 0.08%, the Shenzhen Component increased by 0.16%, and the ChiNext Index gained 0.32% [1] Sector Performance - The virtual power plant concept stocks strengthened, with companies like Hengshi Technology, Jinzhi Technology, and Jicheng Electronics hitting the daily limit. Football concept stocks continued their strong performance, with Jinling Sports, Gongchuang Lawn, and Shuhua Sports also reaching the daily limit. Computing hardware stocks saw a resurgence, with Tianjin Pulin and Guanghe Technology hitting the daily limit, while Shenghong Technology surged over 9% to reach a new high [1] - Conversely, the consumer sector experienced a collective adjustment, with Mankalon dropping over 10% [1] Stock Movement - A total of 2029 stocks rose, with 54 hitting the daily limit, while 2876 stocks declined, with 6 hitting the daily limit. There were 16 stocks that experienced a "炸板" (a term indicating a stock hitting the limit and then falling back), resulting in a 31% limit-up rate [1]

Group 1 - The A-share virtual power plant sector showed significant activity at the beginning of trading, with New Alliance Electronics, China Electric Power Xinlong, and Jinzhih Technology all hitting the daily limit up [1] - Hengshi Technology experienced a substantial increase of 15%, while Wansheng Intelligent and Kanan Intelligent also saw gains [1]

Group 1 - The core viewpoint of the article highlights the active emergence of the virtual power plant concept, with Jinzhitech experiencing a limit-up in stock price [1] - The National Energy Administration has announced the initiation of pilot projects for the construction of new power systems, emphasizing the need for the establishment or renovation of various types of virtual power plants [1] - The virtual power plants will aggregate distributed energy sources, controllable loads, and energy storage, optimizing control to enhance flexible adjustment capabilities [1] Group 2 - Several companies, including Zhongdian Xinlong, Pino Technology, and Hengshi Technology, have seen significant stock price increases, with some rising over 10% [1] - The market response indicates a growing interest in companies involved in the virtual power plant sector, as evidenced by the stock performance of related firms [1] - The notification from the National Energy Administration suggests a strategic shift towards integrating decentralized resources in the energy sector [1]