Group 1: WuXi AppTec Financial Performance - WuXi AppTec reported a revenue of 20.799 billion yuan for the first half of 2025, representing a year-on-year increase of 20.64% [2] - The net profit attributable to shareholders reached 8.561 billion yuan, showing a significant growth of 101.92% compared to the previous year [2][3] - The total profit increased by 96.20% year-on-year, driven by the focus on CRDMO business model and improved operational efficiency [1][2] Group 2: Haida Group Financial Performance - Haida Group achieved a revenue of 588.31 billion yuan in the first half of 2025, marking a 12.50% increase year-on-year [6] - The net profit attributable to shareholders was 26.39 billion yuan, reflecting a growth of 24.16% compared to the same period last year [6] - The company plans to distribute a cash dividend of 2 yuan per 10 shares to all shareholders [6] Group 3: Shandong Gold's H-Share Listing - Shandong Gold's subsidiary, Shanjin International, plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [9] - The listing aims to enhance global strategic layout and accelerate overseas business development [9] Group 4: Xinwei Technology Fundraising - Lexin Technology's non-public offering has been approved, aiming to raise up to 1.778 billion yuan for various technology projects [10] - The funds will be used for the development and industrialization of Wi-Fi 7 router chips and AI edge chips [10] Group 5: Zhonghua Equipment Acquisition - Zhonghua Equipment plans to issue shares to acquire 100% equity of two companies, enhancing its capabilities in rubber machinery and chemical equipment [13] - The transaction is expected to constitute a major asset restructuring [13] Group 6: Company Leadership Changes - Jiangshan Co. elected Wang Li as the new chairman and appointed Meng Changchun as the new general manager following leadership adjustments [22] - The previous chairman, Xue Jian, will continue to provide consulting and advisory services as the honorary chairman [22]

记者注意到，伍佰英里科技控股股东王新目前持有江特电机股份5012万股，持股比例为2.94%，为公司 第二大股东。其早在2017年就持有江特电机股票，此后多次增持股份。 公告显示，王新在2025年2月还通过二级市场买入了江特电机股票166万股，买入区间价格为7.49元/股 ~8.29元/股。 每经记者｜于垚峰 每经编辑｜张海妮 停牌五个交易日后，江特电机（002176.SZ）公告控制权发生变化，二股东王新联手原实控人之一的朱 军，成为公司新的实控人。 7月28日晚，江特电机公告，公司实际控制人朱军、卢顺民与北京伍佰英里科技有限公司（以下简称伍 佰英里科技）签署了股权转让协议，朱军、卢顺民向伍佰英里科技转让其持有的江西江特实业有限公司 （以下简称江特实业）合计50%的股权。 本次转让后，伍佰英里科技持有江特实业50%的股权，朱军、卢顺民各持有江特实业25%的股权。 同日，伍佰英里科技控股股东王新与朱军签署了《一致行动协议》，约定自本次转让完成工商变更之日 起，朱军与王新在江特实业、江特电气、江特电机的经营管理和决策中保持一致行动，双方及双方控制 的企业、委派的董事等在行使或受托行使股东权利、承担集团公司股东义务、 ...

江西特种电机股份有限公司 简式权益变动报告书 住所：江西省宜春市*** 通讯地址：江西省宜春市环城南路 583 号 权益变动性质：股份减少（间接持股比例减少）、表决权委托 签署日期：2025 年 7 月 1 上市公司名称：江西特种电机股份有限公司 股票上市地点：深圳证券交易所 股票简称：江特电机 股票代码：002176.SZ 信息披露义务人名称：卢顺民 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券 法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则 第 15 号-权益变动报告书》及相关法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司 收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号-权益变 动报告书》的规定，本报告书已全面披露了信息披露义务人在江西特种电机股份 有限公司拥有权益的股份变动情况。 截止本报告书签署日，除本报告书披露的持股信息外，信息披 ...

证券代码：002176 证券简称：江特电机 公告编号：2025-039 江西特种电机股份有限公司 关于筹划公司控制权变更事项的进展暨复牌公告 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。 特别提示： 江西特种电机股份有限公司（以下简称"公司"）股票（股票简称：江特电 机，股票代码：002176）自 2025 年 7 月 29 日（星期二）开市起复牌。 一、停牌情况概述 公司近日收到实际控制人朱军先生、卢顺民先生的通知，其正在筹划公司控 制权变更相关事项，该事项可能导致公司实际控制人发生变更。 鉴于该事项正在筹划中，具有较大不确定性。为保证公平信息披露，维护投 资者利益，避免造成公司股价异常波动，根据《深圳证券交易所股票上市规则》 《深圳证券交易所上市公司自律监管指引第 6 号——停复牌》等有关规定，经公 司向深圳证券交易所申请，公司股票（股票简称：江特电机，股票代码：002176） 自 2025 年 07 月 22 日（星期二）上午开市起停牌。具体内容详见公司于 2025 年 07 月 22 日、2025 年 07 月 24 日刊登在《证券时报》和巨潮资讯网 ...

证券代码：002176 证券简称：江特电机 公告编号：2025-038 江西特种电机股份有限公司 关于实际控制人签署协议暨公司控制权发生变更的提示性公告 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。 同日，伍佰英里科技控股股东王新先生与朱军先生签署了《一致行动协议》， 约定自本次转让完成工商变更之日起，朱军先生与王新先生双方在江特实业、江 特电气、江特电机的经营管理和决策中一致行动，双方及双方控制的企业、委派 的董事等在行使或受托行使股东权利、承担集团公司股东义务、行使集团公司董 事职务时保持一致行动；卢顺民先生与朱军先生签署了《表决权委托协议》，约 1 定自本次转让完成工商变更之日起，卢顺民先生将其所持有的江特实业 25%的股 权对应的表决权等股东权利全部委托给朱军先生行使。 本次权益变动完成后，公司控股股东未发生变化，仍为江特电气，公司实际 控制人由"朱军先生、卢顺民先生"变更为"王新先生、朱军先生"，卢顺民先 生在表决权委托期间，与朱军先生构成一致行动关系。 特别提示： 1、本次权益变动前，江西特种电机股份有限公司（以下简称"公司"、"上 市公司"、" ...

江西特种电机股份有限公司 详式权益变动报告书 上市公司名称：江西特种电机股份有限公司 股票上市地点：深圳证券交易所 股票简称：江特电机 股票代码：002176.SZ 信息披露义务人一：北京伍佰英里科技有限公司 住所、通讯地址：北京市朝阳区农展馆南路 13 号 15 层 1806 信息披露义务人二：王新 住所：北京市东城区*** 通讯地址：北京朝阳区农展馆南路 13 号 15 层 1807 室 信息披露义务人三：朱军 住所：江西省宜春市*** 通讯地址：江西省宜春市环城南路 581 号 信息披露义务人四：卢顺民 住所：江西省宜春市*** 通讯地址：江西省宜春市环城南路 583 号 权益变动性质：股份增加（间接方式转让、一致行动安排、表决权委托） 签署日期：二〇二五年七月 1 信息披露义务人声明 2 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式 准则第 15 号——权益变动报告书》和《公开发行证券的公司信息披露内容与格 式准则第 16 号——上市公司收购报告书》等相关法律、法规和规范性文件编写 本权益变动报告书。 二、依据《 ...

Report Summary 1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Core View of the Report - Supply - side rumor disturbances have led to a stronger price trend. At the current price level, downstream acceptance of spot goods is low, with few actual transactions and an increase in upstream hedging volume. In the short term, market sentiment is strong, but after the price rises, the pricing weights of fundamental contradictions and hedging pressure may increase. Industrial players can consider selling at high prices [3]. 3. Summary According to Related Catalogs Lithium Compounds - SMM battery - grade lithium carbonate has an average price of 72,900 yuan with a daily increase of 2,350 yuan; SMM industrial - grade lithium carbonate has an average price of 70,700 yuan with a daily increase of 1,800 yuan [1]. - Futures contracts: lithium carbonate 2508 has a closing price of 79,400 yuan with a daily increase of 8%; lithium carbonate 2509 has a closing price of 80,520 yuan with a daily increase of 7.99%; lithium carbonate 2510 has a closing price of 79,860 yuan with a daily increase of 7.86%; lithium carbonate 2511 has a closing price of 79,160 yuan with a daily increase of 7.99%; lithium carbonate 2512 has a closing price of 78,600 yuan with a daily increase of 7.35% [1]. Lithium Ore - Lithium spodumene concentrate (CIF China) (Li₂O: 5.5% - 6%) has an average price of 810 yuan with a daily increase of 46 yuan; lithium mica (Li₂O: 1.5% - 2.0%) has an average price of 1,165 yuan with a daily increase of 85 yuan; lithium mica (Li₂O: 2.0% - 2.5%) has an average price of 1,790 yuan with a daily increase of 135 yuan; phospho - lithium - aluminum stone (Li₂O: 6% - 7%) has an average price of 6,490 yuan with a daily increase of 645 yuan; phospho - lithium - aluminum stone (Li₂O: 7% - 8%) has an average price of 7,450 yuan with a daily increase of 650 yuan [1][2]. Cathode Materials - The average price of lithium iron phosphate (power type) is 33,255 yuan with a daily increase of 565 yuan; the average price of ternary material 811 (polycrystalline/power type) is 144,230 yuan with a daily increase of 780 yuan; the average price of ternary material 523 (single - crystal/power type) is 116,595 yuan with a daily increase of 650 yuan; the average price of ternary material 613 (single - crystal/power type) is 121,635 yuan with a daily increase of 760 yuan [2]. Price Spreads - The difference between battery - grade and industrial - grade lithium carbonate is 2,200 yuan with a daily increase of 550 yuan; the difference between battery - grade lithium carbonate and the main contract is - 7,620 yuan with a daily decrease of 1,490 yuan; the difference between the near - month and the first - continuous contract is - 1,120 yuan with a daily decrease of 940 yuan; the difference between the near - month and the second - continuous contract is - 460 yuan with a daily decrease of 1,500 yuan [2]. Inventory - The total inventory (weekly, tons) is 143,170 tons with a weekly increase of 550 tons; the inventory of smelters (weekly, tons) is 55,385 tons with a weekly decrease of 2,654 tons; the inventory of downstream enterprises (weekly, tons) is 42,815 tons with a weekly increase of 1,544 tons; the inventory of other sources (weekly, tons) is 44,970 tons with a weekly increase of 1,660 tons; the registered warehouse receipts (daily, tons) is 11,996 tons with a daily increase of 342 tons [2]. Profit Estimation - The cash cost of purchasing lithium spodumene concentrate externally is 71,661 yuan, and the profit is 77,138 yuan; the cash cost of purchasing lithium mica concentrate externally is not clearly stated, and the profit is - 7,248 yuan [3]. Industry News - Jiangte Motor's subsidiary Yichun Yinli plans to conduct equipment maintenance on its production line starting from July 25, 2025, with an estimated maintenance time of 26 days, covering all lithium salt production lines [3]

Core Viewpoint - Jiangte Motor (002176.SZ) is undergoing a potential change in control, which may impact its operations and strategic direction, amidst ongoing challenges in the lithium market [2][4]. Group 1: Control Change and Company Announcements - On July 21, Jiangte Motor announced a stock suspension due to plans for a change in control, with no formal agreements signed yet [2][4]. - The company’s wholly-owned subsidiary, Yichun Yinli New Energy, will initiate a comprehensive production halt for maintenance starting July 25, lasting approximately 26 days [4][6]. Group 2: Financial Performance and Market Context - As of the suspension date, Jiangte Motor's total market capitalization reached 13.207 billion yuan [3]. - The company has faced continuous losses in 2023 and 2024, with projected revenues of 2.103 billion yuan in 2024, a decline of 24.86%, and a net loss of 319 million yuan [8]. - The lithium market has seen a significant drop in carbonate prices, impacting Jiangte Motor's profitability, despite growth in its motor segment [8][9]. Group 3: Industry Position and Resource Control - Jiangte Motor is a leading player in lithium extraction from mica, holding over 100 million tons of lithium resources [7]. - The company has been actively acquiring mining rights and enhancing production capabilities in Yichun, known as "Asia's Lithium Capital" [7]. - In 2020, Jiangte Motor attempted to bring in Ganfeng Lithium as a major shareholder but failed to reach an agreement [6]. Group 4: Strategic Responses to Market Conditions - The maintenance halt is aimed at reducing production costs and ensuring the safe operation of production equipment, reflecting a common strategy among leading firms to optimize operations during market downturns [6][9]. - Recent trends indicate a potential rebound in lithium carbonate prices, which may provide some support to the market, although uncertainties remain for companies like Jiangte Motor [9].

Report Industry Investment Rating - No information provided Core View of the Report - Affected by rumors from the supply side of Jiangxi mines, the price of lithium carbonate has rapidly soared. At the current price level, the acceptance of the spot market by downstream buyers is low, resulting in a small actual trading volume. In the short term, market sentiment is strong with frequent speculations, and the pricing weight of fundamental contradictions and hedging pressure may increase. Industrial players can consider hedging at high prices [3] Summary by Relevant Catalogs Lithium Compounds - The average price of SMM battery - grade lithium carbonate is 70,550 yuan/ton, with a daily increase of 100 yuan; the average price of SMM industrial - grade lithium carbonate is 68,900 yuan/ton, with a daily increase of 100 yuan [1] - The closing prices and daily increases of lithium carbonate futures contracts are as follows: Li2508 at 76,500 yuan/ton with a 5.84% increase; Li2509 at 76,680 yuan/ton with a 7.21% increase; Li2510 at 75,460 yuan/ton with a 6.1% increase; Li2511 at 75,000 yuan/ton with a 6.17% increase; Li2512 at 74,680 yuan/ton with a 6.35% increase [1] Lithium Ore - The price of lithium spodumene concentrate (CIF China) (Li2O: 5.5% - 6%) is 764 yuan, with a daily increase of 14 yuan; the price of lithium mica (Li2O: 1.5% - 2.0%) is 1080 yuan, with a daily increase of 40 yuan; the price of lithium mica (Li2O: 2.0% - 2.5%) is 1655 yuan, with a daily increase of 50 yuan; the price of amblygonite (Li2O: 6% - 7%) is 5845 yuan; the price of amblygonite (Li2O: 7% - 8%) is 6800 yuan, with a daily increase of 475 yuan [1][2] Cathode Materials - The average price of lithium iron phosphate (power type) is 32,690 yuan/ton, with a daily increase of 25 yuan; the average price of ternary material 811 (polycrystalline/power type) is 143,450 yuan/ton, with a daily increase of 300 yuan; the average price of ternary material 523 (single - crystal/power type) is 115,945 yuan/ton, with a daily increase of 100 yuan; the average price of ternary material 613 (single - crystal/power type) is 120,875 yuan/ton, with a daily increase of 200 yuan [2] Price Spreads - The difference between battery - grade and industrial - grade lithium carbonate is 1650 yuan/ton, with no change; the difference between battery - grade lithium carbonate and the main contract is - 6130 yuan/ton, a decrease of 7200 yuan; the difference between the near - month and the first - continuous contract is - 180 yuan/ton, a decrease of 120 yuan; the difference between the near - month and the second - continuous contract is 1040 yuan/ton, an increase of 520 yuan [2] Inventory - The total inventory (weekly, tons) is 143,170 tons, an increase of 550 tons; the inventory of smelters (weekly, tons) is 55,385 tons, a decrease of 2654 tons; the inventory of downstream (weekly, tons) is 42,815 tons, an increase of 1544 tons; the inventory of others (weekly, tons) is 44,970 tons, an increase of 1660 tons; the registered warehouse receipts (daily, tons) is 11,654 tons, an increase of 900 tons [2] Profit Estimation - The cash cost of purchasing lithium spodumene concentrate is 68,690 yuan, and the profit is 910 yuan; the cash cost of purchasing lithium mica concentrate is 74,022 yuan, and the profit is - 6048 yuan [3] Company News - Jiangte Motor's subsidiary, Yichun Yinli, plans to conduct equipment maintenance on its production line on July 25, 2025, with an estimated maintenance time of about 26 days [3]

Summary of Employee Stock Ownership Plans Core Viewpoint The company has approved the extension of its second and third employee stock ownership plans, reflecting confidence in its future development and stock value. Group 1: Second Employee Stock Ownership Plan - The second employee stock ownership plan was approved on September 5, 2022, with a duration of 36 months from September 28, 2022, to September 27, 2025 [1][2] - As of now, the second plan holds 814,100 shares, accounting for approximately 0.0477% of the company's total share capital [2][3] - The plan can be extended based on the management committee and holders' agreement, subject to board approval [3][4] Group 2: Third Employee Stock Ownership Plan - The third employee stock ownership plan was approved on October 10, 2022, also with a duration of 36 months from October 27, 2022, to October 26, 2025 [2][3] - Currently, the third plan holds 312,500 shares, representing about 0.0183% of the company's total share capital [3] - Similar to the second plan, the third plan's duration can be extended with the necessary approvals [4] Group 3: Extension of Plans - On June 24, 2025, the company held meetings to approve the extension of both the second and third employee stock ownership plans for an additional 36 months [4][5] - The new expiration dates for the second and third plans will be September 27, 2028, and October 26, 2028, respectively [4][5] - The management committee retains the right to sell shares based on stock price conditions, and the plans can be terminated early if all shares are sold [5]