Group 1 - The stock of Jingyi Co., Ltd. experienced a decline of 6.25% with a turnover rate of 27.81% and a trading volume of 767 million yuan, showing a volatility of 19.40% throughout the day [1] - Institutional investors net bought 767,500 yuan, while the total net selling by brokerage seats amounted to 18.35 million yuan [1] - The top five brokerage seats accounted for a total transaction volume of 128 million yuan, with a buying amount of 55.41 million yuan and a selling amount of 72.99 million yuan, resulting in a net selling of 17.58 million yuan [1] Group 2 - The main funds for Jingyi Co., Ltd. saw a net outflow of 44.65 million yuan today, with large orders contributing to a net outflow of 5.49 million yuan and a net outflow of 39.16 million yuan from big orders [1] - Over the past five days, the main funds have experienced a net outflow of 166 million yuan [1] - Specific brokerage seats involved in trading included China Galaxy Securities and Guojin Securities, with significant buying and selling activities recorded [1]

New Stock Listings - Yitang Co., Ltd. (688729) listed at an issue price of 8.45 on July 8, 2025[1] - Jichuan Pharmaceutical (600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (603389) has a tender offer period from June 10 to July 9, 2025[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 8 trading days remaining until the last trading day[1] - Hengli Tui (000622) has 5 trading days remaining until the last trading day[1] - Tui Shi Jiu You (600462) has 4 trading days remaining until the last trading day[1] Market Volatility - North China Long Dragon (301357) reported severe abnormal fluctuations[1] - Multiple stocks including ST Zhengping (603843) and Hunan Tianyan (600698) have reported abnormal fluctuations[3]

Group 1 - The stock of Jingyi Co., Ltd. has experienced a significant increase, with three limit-up days within five trading days, resulting in a cumulative increase of 17.29% and a turnover rate of 46.58% [2] - As of 14:10, the stock's trading volume reached 26.08 million shares, with a transaction amount of 245 million yuan and a turnover rate of 10.42% [2] - The latest total market capitalization of the A-shares is 2.516 billion yuan, with a circulating market capitalization of 2.513 billion yuan [2] Group 2 - The stock has appeared on the Dragon and Tiger list due to a cumulative deviation in the increase of 20% over three consecutive trading days, with institutional net selling of 2.6229 million yuan and a total net buying of 37.7026 million yuan from brokerage seats [2] - The company's Q1 report shows a total operating revenue of 1.079 billion yuan, representing a year-on-year increase of 48.58%, and a net profit of 7.7243 million yuan, up 6.69% year-on-year [2] - The stock's daily performance data indicates fluctuations in trading, with notable changes in net inflow of main funds across various dates [2]

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]

Group 1 - The non-ferrous metal sector continues to weaken, with significant declines in stock prices [1] - Precision Instrument Co., Ltd. (002295) hit the daily limit down [1] - Northern Copper Industry (000737) fell over 7% [1] Group 2 - Guangsheng Nonferrous Metals (600259) and Feinan Resources (301500) both dropped over 5% [1] - Tengyuan Cobalt Industry (301219) and Tibet Mining (000762) also experienced declines [1]

Group 1 - The non-ferrous metal sector experienced a decline at the beginning of trading, with significant drops in stock prices [1] - Jingyi Co., Ltd. (002295) fell over 7%, indicating a notable downturn in its market performance [1] - Other companies such as Northern Copper Industry (000737) and Feinan Resources (301500) also saw declines exceeding 5% [1] Group 2 - Tengyuan Cobalt Industry (301219), Huayu Mining (601020), and Huaxi Nonferrous Metals (600301) all faced downward pressure in their stock prices [1]

证券代码：002295 证券简称：精艺股份 公告编号：2025-038 广东精艺金属股份有限公司 股票交易异常波动公告 4、公司、控股股东不存在关于公司的应披露而未披露的重大事项，也不存 在处于筹划阶段的重大事项； 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。 一、股票交易异常波动的情况介绍 广东精艺金属股份有限公司(以下简称"公司"或"本公司")股票（证券 简称：精艺股份，证券代码：002295）于 2025 年 7 月 2 日、2025 年 7 月 3 日 连续两个交易日收盘价格涨幅累计偏离 20.75%，符合深圳证券交易所股票异常 波动的相关标准。 二、公司关注并核实的情况说明 针对公司股票交易异常波动的相关情况，公司对相关事项进行核查，并询 问了公司控股股东，现就有关关注问题及核实结论说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 3、公司近期经营情况正常，内外部经营环境未发生重大变化； 5、控股股东、实际控制人在股票交易异常波动期间不存在买卖 ...

Core Viewpoint - The newly revised "Management Measures for Information Disclosure of Listed Companies" has been officially implemented on July 1, 2023, incorporating recent regulatory practices and enhancing supervision of key matters [1][4]. Summary by Sections Implementation of New Regulations - The revised information disclosure measures were publicly solicited for opinions in December 2024 and officially released on March 28, 2023 [1]. - Key changes include strengthened risk disclosure requirements, increased regulation on outsourcing of information disclosure, and an adjustment of the maximum penalty to 100,000 yuan [1]. Companies Facing Penalties - On the first day of the new regulations, *ST Wan Fang and Ren Ren Le were publicly reprimanded for information disclosure issues [4][5]. - *ST Wan Fang initially forecasted a net profit of 20 million to 25 million yuan for 2024 but later revised it to a loss, leading to a public reprimand for failing to disclose accurate performance forecasts [4]. - Ren Ren Le also faced similar issues, with a significant discrepancy between its profit forecast and the audited results, resulting in a public reprimand [5]. Regulatory Actions and Statistics - In June, 18 companies were subjected to regulatory measures related to information disclosure, including failures in timely and accurate reporting [8]. - Specific companies like Jun Yao Health and Long Yang Technology were noted for not meeting disclosure standards in their performance forecasts [8]. - Two companies, Mei Chen Technology and Song Cheng Performing Arts, were penalized for accounting errors that led to inaccurate disclosures [9][11]. Additional Company Cases - ST Jing Gu received a regulatory letter regarding asset freezing and the need for risk disclosure, aligning with the new regulations' emphasis on risk factors [6][7]. - Companies like Heng Bang and Jing Yi failed to disclose critical information, receiving regulatory letters for their omissions [12]. Conclusion - The new information disclosure regulations aim to enhance transparency and accountability among listed companies, with immediate repercussions observed in the market [1][4][8].

Market Overview - The three major A-share indices collectively declined in the morning session, with the Shanghai Composite Index down 0.04%, the Shenzhen Component Index down 0.42%, and the ChiNext Index down 0.84% [1] - The total market turnover for the half-day was 867.4 billion yuan, a decrease of 113.8 billion yuan compared to the previous day, with over 3,200 stocks declining [1] Sector Performance - The marine engineering, aquaculture, photovoltaic, and non-ferrous metal sectors showed the highest gains, while computing hardware, semiconductors, brain-computer interfaces, and diversified finance sectors experienced the largest declines [2] - The marine engineering sector saw a collective surge, with stocks like Deepwater Haina (300961), Dalian Heavy Industry (002204), and Shenkai Co. (002278) hitting the daily limit [2] - Photovoltaic concept stocks also rallied, with Yijing Optoelectronics (600537), Oujing Technology (001269), and Yamaton (002623) reaching the daily limit [2] - The banking sector remained active, with China Construction Bank and Shanghai Pudong Development Bank reaching new highs [2] - The non-ferrous metal sector was also active, with Jingyi Co. (002295) hitting the daily limit and Zijin Mining reaching a new high [2] - In contrast, computing hardware and semiconductor stocks collectively declined, with stocks like Blue Arrow Electronics (301348), Taiji Co. (300046), and Kexiang Co. (300903) leading the losses [2] - The diversified finance and digital currency sectors showed weakness, with Aijian Group (600643) hitting the daily limit down, and other stocks like Hongye Futures (001236), Cuiwei Co. (603123), and Lakala (300773) also declining [2] Notable Stocks - The strongest stocks included Chengbang Co. (603316) with five consecutive limits, and several stocks with three consecutive limits such as Kai Mei Teqi (002549) and Xuedilong (002658) [3][4] Hot Sectors - The marine engineering sector was the top performer with 11 stocks hitting the daily limit, while the nuclear power sector had 10 stocks hitting the daily limit [5][6] - The Belt and Road sector also had 10 stocks hitting the daily limit, with notable stocks including Kangda New Materials (002669) and Hailide (002206) [7] Sector Insights - The marine engineering sector is expected to benefit from the emphasis on high-quality development of the marine economy as highlighted in the Central Financial Committee's sixth meeting [10] - In the photovoltaic sector, a collective production cut of 30% by major glass manufacturers is anticipated to address supply-demand imbalances, with July's glass supply expected to decrease to 45GW [11] - The non-ferrous metal sector is influenced by renewed discussions on copper tariffs and low LME inventories, with expectations of copper prices remaining strong in the second half of the year [12]

Core Viewpoint - The non-ferrous metal sector has experienced significant stock price increases, particularly with North Copper rising over 7%, driven by market dynamics and external factors [1] Group 1: Stock Performance - North Copper's stock increased by over 7% during the trading session [1] - Other companies such as Jingyi Co., Zijin Mining, Western Mining, Jincheng Mining, Electric Alloy, Zhongfu Industrial, Tianshan Aluminum, and Baiyin Nonferrous also saw price increases [1] Group 2: Market Dynamics - A report from Wukuang Securities highlighted renewed discussions around U.S. copper tariffs, alongside low LME (London Metal Exchange) inventory levels leading to warehouse congestion [1] - The LME copper prices have broken through their previous trading range and are showing a strong upward trend [1] Group 3: Future Outlook - The market is advised to monitor the results and implementation timeline of the Section 232 investigation, as copper prices are expected to rise ahead of any potential tariff imposition [1]