【导读】新藏铁路大利好，拉动新疆板块集体大涨 中国基金报记者 泰勒 大家好，今天的市场略微平淡，三大指数走势颇为震荡。 一起看看发生了什么事情。 A股震荡 8月8日，A股全天震荡调整，三大指数小幅下跌。截至收盘， 沪指跌0.12%，深成指跌0.26%，创业板指跌0.38%。 两市共2429只个股上涨，72只个股涨停，2802只个股下跌。 | 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | 12 | | 涨幅 > 7% | 123 | | 涨幅 5-7% | 78 | | 涨幅 3-5% | 217 | | 涨幅 0-3% | 2011 | | 跌幅 0-3% | 2409 | | 跌幅 3-5% | 285 | | 跌幅 5-7% | 70 | | 跌幅 > 7% | 38 | | 其中 跌停 | 2 | | 上涨家数 | 2429 | | 下跌家数 | 2802 | | 平盘停牌 | 191 | | 总品种数 | 5422 | | 总成交额 | 17363.03亿 | | 总成交量 | ל/121808.8 | | 涨家增减 | -282 | | 涨家增幅 | -10.40% ...

每经AI快讯，8月8日，新疆板块异动拉升，八一钢铁、北新路桥、天顺股份、青松建化涨停，西域旅 游涨超11%，西部建设、天山股份、国统股份纷纷拉涨。 （文章来源：每日经济新闻） ...

【新疆本地股持续活跃 天顺股份等多股涨停】智通财经8月8日电，午后新疆本地股持续活跃，天顺股 份直线涨停，此前新疆交建、北新路桥、洪通燃气涨停，青松建化、八一钢铁、西部建设、天山股份、 西域旅游等跟涨。消息面上，天眼查工商信息显示，近日，新藏铁路有限公司成立，注册资本950亿人 民币。股东信息显示，该公司由中国国家铁路集团有限公司全资持股。 转自：智通财经 ...

Group 1 - Leshan Electric achieved operating revenue of 1.623 billion yuan, a year-on-year increase of 1.94%, and a net profit of 7.9031 million yuan, a year-on-year decrease of 14.55% [1] - Zhimingda reported operating revenue of 295 million yuan, a year-on-year increase of 84.83%, and a net profit of 38.3 million yuan, a year-on-year increase of 2147.93% [2] - Dahu Co. reported operating revenue of 426 million yuan, a year-on-year decrease of 14.40%, and a net loss of 2.5716 million yuan, an improvement from a loss of 13.7824 million yuan in the same period last year [3] - Yubang Electric expects a net profit of 21.2 million to 25 million yuan, a year-on-year decrease of 35.47% to 45.28% [4] - Zhejiang Securities achieved operating revenue of 6.512 billion yuan, a year-on-year decrease of 18.60%, and a net profit of 1.149 billion yuan, a year-on-year increase of 46.54% [5] - Huashu Media reported operating revenue of 4.435 billion yuan, a year-on-year increase of 2.07%, and a net profit of 254 million yuan, a year-on-year increase of 4.63% [7] Group 2 - Sinopec reported oil and gas equivalent production of 262.81 million barrels, a year-on-year increase of 2%, and crude oil processing volume of 119.97 million tons, a year-on-year decrease of 5.3% [8] - Hengrui Medicine's subsidiary received approval for clinical trials of HRS8179, aimed at reducing brain edema after stroke [8] - Hengrui Medicine's subsidiary also received approval for clinical trials of HRS-1893, intended for treating heart failure with preserved ejection fraction [8] - Wanfu Co. announced a plan to reduce its stake by up to 2% through block trading [10] - Biological Co. received a warning letter from the Inner Mongolia Securities Regulatory Bureau for inaccuracies in financial reporting [11] - Zhujiang Co. reported a signed construction area of 47.1432 million square meters across 396 projects [13] Group 3 - Watson Bio received a patent for a peptide delivery system for RNA drugs [15] - Sanwei Chemical signed 31 new contracts worth 335 million yuan in the second quarter [17] - Shenzhou Cell's SCT640C injection received approval for clinical trials for rheumatoid arthritis [18] - Xinjiang Jiaojian reported new contracts worth 1.434 billion yuan in the second quarter [19] - Lais Information plans to use 550 million yuan of idle funds for cash management [21] - Zhongqi New Materials signed a mining rights transfer contract, increasing production capacity [22] Group 4 - Hengtong Optic-Electric won multiple marine energy projects worth 1.509 billion yuan [24] - China State Construction signed new contracts totaling 2.501 trillion yuan in the first half of the year [26] - David Medical's ventilator product registration application has been accepted [28] - Tianhai Defense's subsidiary signed a construction contract worth 16.224 million yuan [29] - Nantian Information plans to sign a procurement framework contract worth 58.27 million yuan with its controlling shareholder [31] - Baida Group announced a plan to reduce its stake by up to 3% [32] Group 5 - Jinli Permanent Magnet plans to issue $117.5 million in convertible bonds [34] - Haizheng Pharmaceutical's fumarate bedaquiline raw material drug application has been approved [36] - Huatai passed the advanced intelligent factory re-evaluation in Anhui Province [37] - Everbright Bank's shareholder increased its stake from 7.08% to 8% [40] - Supor reported total operating revenue of 11.478 billion yuan, a year-on-year increase of 4.68%, and a net profit of 940 million yuan, a year-on-year decrease of 0.07% [41] - Qianjin Pharmaceutical's subsidiaries received registration certificates for two drugs [42]

Group 1 - The next round of China-US economic talks is scheduled for July 27-30 in Sweden, focusing on mutual respect and cooperation [2] - The Hainan Free Trade Port is set to officially launch on December 18, 2025, as part of its development strategy [2] - The Ministry of Public Security emphasizes that current "smart driving" systems in vehicles have not achieved full automation, highlighting the legal responsibilities of drivers [2] Group 2 - A new round of coal production checks is being initiated to stabilize coal supply, as confirmed by the National Energy Administration [3] - The National Development and Reform Commission is working on enhancing cooperation between state-owned and private enterprises to boost economic vitality and competitiveness [3] - The Ministry of Agriculture and Rural Affairs is focusing on stabilizing the pig market and promoting the transformation of the pig industry [3] Group 3 - The Ministry of Science and Technology has released ethical guidelines for automated driving technology to mitigate ethical risks in its development [4] - The Dalian Commodity Exchange has adjusted trading limits and margin requirements for industrial silicon and polysilicon futures [4] - The Supreme People's Court has issued new regulations to protect the rights of homebuyers, effective July 24, 2025 [5] Group 4 - Companies such as Hanjian He Shan and China Railway Industry have reported no significant changes in their operational environments [6][7] - There are uncertainties regarding the participation of companies like *ST Zhengping and Huaxin Cement in the Yaxia Hydropower Project [10][11] - Watson Bio has signed a strategic cooperation framework agreement with a state-owned capital operation company [16] Group 5 - The establishment of China Fusion Energy Co., Ltd. marks a significant development in the nuclear fusion industry, indicating a trend towards commercialization [21] - The Hainan Free Trade Port's upcoming closure will lead to significant changes in tax policies, enhancing its attractiveness for tourism and retail [21]

Core Viewpoint - Several companies have announced uncertainties regarding their potential involvement in the "Yarlung Tsangpo River downstream hydropower project," reflecting the cautious sentiment in the market about this project and its related opportunities [3][4][5][6]. Group 1: Company Announcements on Yarlung Tsangpo Project - Kailong Co., Ltd. has noted uncertainty about its participation in the Yarlung Tsangpo hydropower project, as it primarily operates in the civil explosives industry [3]. - *ST Zhengping has also expressed uncertainty regarding its potential involvement in the Yarlung Tsangpo hydropower project, leveraging its extensive experience in high-altitude construction management [4]. - Huaxin Cement has indicated that it has the capacity to provide construction materials for the Yarlung Tsangpo hydropower project but acknowledges uncertainty about the revenue and profit it may derive from this project [5]. - Dayu Water-saving has emphasized that it currently does not have any contracts related to the Yarlung Tsangpo project, despite its experience in water conservancy projects in Tibet [6]. - ST Xifa has clarified that its main business is beer production and does not involve any projects related to hydropower station construction [7]. Group 2: Financial Performance and Market Position - Rongzhi Rixin expects a significant increase in net profit for the first half of 2025, projecting a year-on-year growth of 2027.62% to 2.18 billion yuan, driven by the digital transformation across various industries [16]. - Weiguang Co., Ltd. reported a total revenue of 750 million yuan for the first half of 2025, reflecting a year-on-year growth of 10% [17]. Group 3: Major Contracts and Projects - Nantian Information plans to sign a procurement framework contract worth 58.27 million yuan with its controlling shareholder, which will span three years [18]. - China Communication Signal has won seven important projects in the rail transit market, with a total bid amount of approximately 1.431 billion yuan, accounting for 4.41% of its projected revenue for 2024 [19]. - Beixin Road and Bridge announced that its subsidiaries have won contracts totaling 1.629 billion yuan for highway projects, which is expected to positively impact future performance [20]. Group 4: Shareholding Changes - Tiancheng Zikong announced that Yunnan Trust plans to reduce its stake in the company by up to 1% [21]. - Baobian Electric has disclosed that the Equipment Finance Group intends to reduce its stake by up to 1% as well [22][23]. - Hongchang Technology's employee shareholding platform plans to reduce its stake by up to 2.56% [24].

证券代码：002307 证券简称：北新路桥 公告编号：2025－39 新疆北新路桥集团股份有限公司 工程中标公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 新疆北新路桥集团股份有限公司（以下简称"公司""本公司"）近日收到新疆 生产建设兵团第一师交通运输事业发展中心发来的《中标通知书》。根据《中标 通知书》，本公司子公司阿拉尔市北新交通建设科技有限公司（以下简称"北新 交通"）被确定为 G217 阿拉尔至图木舒克公路（以下简称"该项目"）第一合同段、 第三合同段中标人；本公司子公司新疆生产建设兵团交通建设有限公司（以下简 称"兵团交建"）被确定为该项目第二合同段中标人。中标金额如下：该项目第一 合同段中标金额为人民币伍亿柒仟壹佰伍拾万肆仟捌佰伍拾伍元整 （¥571,504,855.00）；该项目第二合同段中标金额为人民币陆亿壹仟叁佰伍拾万 伍仟肆佰捌拾元整（¥613,505,480.00）；该项目第三合同段中标金额为人民币肆 亿肆仟叁佰陆拾陆万柒仟捌佰叁拾贰元整（¥443,667,832.00）。该项目三个合同 段中标金额总计为：人民币壹拾陆亿贰仟捌佰陆 ...

Core Viewpoint - The company, Beixin Road and Bridge, has won the bid for the G217 Aral to Tumushuke highway project, with a total contract value of 1.629 billion yuan [1] Summary by Relevant Sections Project Details - The project consists of three contract sections with bid amounts of 572 million yuan, 614 million yuan, and 444 million yuan, totaling 1.629 billion yuan [1] - The project duration is set for 1,095 calendar days, with a quality standard classified as qualified [1] Impact on Company - Winning this bid is expected to enhance the company's market competitiveness and market share [1] - The project is anticipated to have a positive impact on the company's future performance [1]

Core Viewpoint - The company, Xinjiang Beixin Road and Bridge Group Co., Ltd., is proceeding with a specific stock issuance and has made commitments regarding post-approval matters following the review by the Shenzhen Stock Exchange [1][2]. Group 1: Changes in Accounting Firms - The company has changed its auditing firm from Yongtuo Certified Public Accountants to Sigma Certified Public Accountants for the specific stock issuance project, with new signing accountants appointed [2][3]. - Both the previous and new accounting firms have issued commitments confirming the authenticity and completeness of the documents signed, ensuring no misleading statements or omissions exist [3][4]. Group 2: Post-Approval Commitments - The company has confirmed that the change in accounting firms will not adversely affect the stock issuance application and that all necessary transitions have been orderly managed [3][4]. - The company and its sponsors have provided special explanations regarding the change, and all involved parties have not faced penalties from relevant authorities [4][5]. - The company commits to timely reporting to the China Securities Regulatory Commission and the Shenzhen Stock Exchange if any significant matters arise that could impact investor decisions [5].

新疆北新路桥集团股份有限公司 关于 2023 年度向特定对象发行股票 会后事项承诺函 中国证券监督管理委员会、深圳证券交易所： 新疆北新路桥集团股份有限公司（以下简称"公司""发行人""北新路桥"） 2023 年度向特定对象发行股票（以下简称"本次发行"）的申请已于 2025 年 6 月 23 日经深圳证券交易所上市审核中心审核通过。根据中国证券监督管理委员会 《监管规则适用指引——发行类第 3 号》以及《深圳证券交易所上市公司证券发 行上市审核规则》（深证上〔2025〕340 号）等文件的规定，发行人自深圳证券交 易所上市审核中心审核通过（2025 年 6 月 23 日）至本承诺函签署日的相关会后 事项具体说明如下： 一、会计师事务所及签字会计师变更 （一）会计师事务所及签字会计师变更情况 为顺利推进本次向特定对象发行股票的后续工作，经友好协商，公司第七 届董事会第二十一次会议审议通过，改聘希格玛会计师事务所（特殊普通合伙） 为本次向特定对象发行股票项目审计机构，并变更签字会计师。 本次变更前，北新路桥向特定对象发行股票项目会计师事务所为永拓会计 师事务所（特殊普通合伙），签字会计师为张炜、周超；本次变更后 ...