Market Overview - As of July 1, the Shanghai Composite Index closed at 3457.75 points, up 13.32 points, with a gain of 0.39% [1] - The Shenzhen Component Index closed at 10476.29 points, up 11.17 points, with a gain of 0.11% [1] - The ChiNext Index closed at 2147.92 points, down 5.10 points, with a loss of 0.24% [1] Trading Activity - A total of 140 A-shares had a turnover rate exceeding 20% on the same day [1] - Notable stocks with high turnover rates included: - C Xintong (证券代码: 001388) with a turnover rate of 82.61% and a price increase of 286.36% [1] - Beifang Changlong (证券代码: 301357) with a turnover rate of 65.99% and a price decrease of 7.75% [1] - Annie Co. (证券代码: 002235) with a turnover rate of 55.73% and a price increase of 10.00% [1] Notable Stocks - Other stocks with significant turnover rates included: - Haoshanghao (证券代码: 001298) with a turnover rate of 55.38% and a price increase of 3.45% [1] - Ruina Intelligent (证券代码: 301129) with a turnover rate of 52.53% and a price increase of 2.39% [1] - Zhili Fang (证券代码: 301312) with a turnover rate of 51.72% and a price increase of 5.79% [1] Additional Trading Insights - The trading data indicates a mix of high volatility among stocks, with some experiencing significant price increases while others faced declines [1][2][3][4] - The overall market sentiment appears to be cautious, as evidenced by the mixed performance of major indices and individual stocks [1][2][3][4]

证券代码：002366 证券简称：融发核电 公告编号：2025-041 融发核电设备股份有限公司 截至本公告披露日，公司及子公司不存在使用闲置自有资金购买理财产品未 到期的情形，未超出公司 2024 年年度股东大会关于公司使用闲置自有资金进行 现金管理的授权额度。 关于使用自有闲置资金进行现金管理的进展公告 本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。 融发核电设备股份有限公司（以下简称"公司"）于 2025 年 4 月 22 日召开 第六届董事会第十五次会议、第六届监事会第十次会议及于 2025 年 6 月 3 日召 开 2024 年年度股东大会审议通过了《关于使用自有闲置资金进行现金管理的议 案》，同意在确保不影响公司正常经营并有效控制风险的前提下，可使用不超过 人民币 3 亿元的自有闲置资金购买低风险、高流动性的投资理财产品，期限不超 过 12 个月，在额度内可以循环滚动使用，使用期限自公司 2024 年年度股东大会 审议通过之日起至下次年度股东大会审议通过之日有效。在上述额度、期限范围 内，董事会授权公司董事长签署相关合同文件，具体投资活动由公司财务 ...

Market Overview - A-shares experienced a collective rise on June 30, with the Shanghai Composite Index up by 0.59%, the Shenzhen Component Index up by 0.83%, and the ChiNext Index up by 1.35% [1][2][3] - Over 4,000 stocks in the market closed in the green, indicating a broad-based rally [1] Performance Metrics - The Shanghai Composite Index recorded a cumulative increase of 2.76% in the first half of the year, while the North Star 50 Index surged nearly 40% [2] Sector Performance - The military equipment sector showed strong performance, with stocks like Changcheng Military Industry, Hunan Tianyan, and Beifang Navigation hitting the daily limit [5] - Other active sectors included gaming, brain-computer interfaces, and photovoltaics, while the financial sector underperformed [5] Capital Flow - Main capital inflows were observed in the defense, media, and electronics sectors, while there were net outflows from non-bank financials, banks, and non-ferrous metals [5] - Notable net inflows included Chengfei Integration (6.95 billion), Dongxin Peace (5.15 billion), and Rongfa Nuclear Power (5.13 billion) [5] - Conversely, Hengbao Co., Tianfeng Securities, and Dongfang Fortune experienced significant net outflows of 7.32 billion, 6.62 billion, and 5.33 billion respectively [5] Institutional Insights - Dongfang Securities highlighted the ongoing development of AI and the expanding potential in the gaming sector [7] - Boxin Securities projected that the market may continue to rebound in the second half of the year, potentially reaching above 3,600 points if trading volume supports the trend [9] - Guocheng Investment noted that the index has completed a bottoming process and may strongly approach 3,700 points in the latter half of the year [9]

Group 1 - The concept stocks related to controllable nuclear fusion have shown strong fluctuations, with Rongfa Nuclear Power (002366) rising over 8% [1] - Other companies such as Haheng Huaton (301137), Zhongzhou Special Materials (300963), China Nuclear Technology (000777), and Changfu Co., Ltd. have also experienced significant increases [1]

Group 1 - The ocean economy is a significant driver of GDP growth, with the national marine production value expected to exceed 10 trillion yuan in 2024, accounting for 7.8% of the GDP, and contributing 11.5% to economic growth [1][8] - The government has highlighted "deep-sea technology" in its reports, indicating its importance alongside commercial aerospace and low-altitude economy, suggesting a rapid development potential in deep-sea equipment and exploration [1][8] - The deep-sea technology sector is identified as a key pillar for building a maritime power, encompassing three main areas: deep-sea materials, deep-sea equipment manufacturing, and deep-sea digital applications [3][17] Group 2 - Various provinces and cities are accelerating the development of marine economy, with policies focusing on high-end, intelligent, and green development, and establishing multi-level industrial systems [2][13] - Shanghai's marine industry development plan (2025-2035) proposes a "3+5+X" industrial system, while Guangdong's regulations emphasize support for eight emerging marine industry clusters [2][14] - The deep-sea materials sector is crucial for deep-sea technology, involving structural and buoyancy materials necessary for the development of marine resources, with a focus on high-performance steel, alloy materials, and composite materials [3][21] Group 3 - The deep-sea equipment sector is essential for supporting deep-sea development, facing challenges from complex underwater environments, with significant growth in China's shipbuilding industry, which saw a 13.8% increase in completed shipbuilding volume in 2024 [4][26] - The deep-sea digitalization and intelligence sector is a vital direction for deep-sea technology development, aiming to create a "digital ocean" that enhances marine decision-making and governance through advanced information technologies [5][17] - The report suggests focusing on marine engineering equipment manufacturing, marine equipment components, and marine observation instruments as key areas for investment [4][26]

中国北京市朝阳区建国路 77 号华贸中心 3 号写字楼 34 层 邮政编码 100025 电话: (86-10) 5809-1000 传真: (86-10) 5809-1100 关于 融发核电设备股份有限公司 二〇二五年第一次临时股东大会的 法律意见书 致：融发核电设备股份有限公司 北京市竞天公诚律师事务所（以下简称"本所"）作为在中国取得律师执业 资格的律师事务所，接受融发核电设备股份有限公司（以下简称"公司"）的委 托，根据《中华人民共和国证券法》（以下简称"《证券法》"）、《中华人民共和 国公司法》（以下简称"《公司法》"）、《上市公司股东会规则》（以下简称"《股 东会规则》"）、《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公 司规范运作》（以下简称"《自律监管指引第 1 号》"）等相关法律法规，就公司 2025 年第一次临时股东大会（以下简称"本次股东大会"）的有关事宜出具本 法律意见书。 本所律师根据《股东会规则》的要求，按照律师行业公认的业务标准、道 德规范和勤勉尽责精神，对公司提供的文件和有关事实进行了核查和验证，并 列席了本次股东大会，现出具法律意见如下： 一、 本次股东大会的召 ...

证券代码：002366 证券简称：融发核电 公告编号：2025-040 融发核电设备股份有限公司 2025 年第一次临时股东大会决议公告 本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。 特别提示： 1.本次股东大会无否决提案的情况。 2.本次股东大会无变更以往股东大会已通过决议的情况。 一、会议召开和出席情况 1.现场会议召开时间：2025 年 6 月 27 日 15:00。 网络投票时间：2025 年 6 月 27 日,其中：通过深圳证券交易所交易系统投 票的时间为 2025 年 6 月 27 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深 圳证券交易所互联网投票系统投票的时间为 2025 年 6 月 27 日 9:15-15:00 期间 的任意时间。 现场会议召开地点：山东省青岛市西海岸新区庐山路 57 号经控大厦 30 楼 3006 会议室 会议召开方式：现场表决和网络投票相结合 会议召集人：公司董事会 会议主持人：公司董事长陈伟先生 本次股东大会的召开符合法律、行政法规、部门规章、规范性文件和公司章 程的规定。 2.本次股 ...

Market Overview - A-shares experienced a collective rise on June 23, with total market turnover reaching 1,146.92 billion yuan, an increase of over 55 billion yuan compared to the previous Friday [1] - Almost all industry sectors saw gains, with notable increases in energy metals, mining, shipping ports, software development, oil, batteries, computer equipment, and internet services, while the liquor industry declined [1] Capital Flow - The net inflow of main funds in the Shanghai and Shenzhen markets was 2.117 billion yuan, with 15 sectors experiencing net inflows, led by computer, electric equipment, and pharmaceutical industries, which saw inflows of 2.269 billion yuan, 1.41 billion yuan, and 1.187 billion yuan respectively [1] - Other sectors with net inflows exceeding 200 million yuan included non-ferrous metals, basic chemicals, transportation, and automobiles [1] Individual Stocks - A total of 51 stocks in the Shanghai and Shenzhen markets had net inflows exceeding 100 million yuan, with 14 stocks receiving over 200 million yuan [2] - Tianyuan Dike saw a net inflow of 620 million yuan, while Rongfa Nuclear Power had a net inflow of 505 million yuan, both stocks hitting the daily limit [2][3] - The digital currency sector experienced significant gains, with stocks like Sifang Precision, Youbo Information, Jida Zhengyuan, and Shenzhou Information reaching their daily limits [2] Net Outflow Analysis - 32 stocks experienced net outflows exceeding 100 million yuan, with 11 stocks seeing outflows over 200 million yuan [4] - Tianfu Communication led the outflows with 677 million yuan, followed by Xinyi Sheng, Zhongji Xuchuang, and Qiangli New Materials [4][5] Tail-End Capital Movement - At the end of the trading day, the main funds saw a net inflow of 2.408 billion yuan, with electric equipment, pharmaceutical, and non-ferrous metals industries leading the inflows, each exceeding 200 million yuan [6] - Individual stocks such as Guanghua Technology and Dasheng Intelligent saw net inflows exceeding 100 million yuan at the close [6][7]

Market Overview - On June 23, the total trading volume of the Shanghai and Shenzhen stock markets reached 1.12 trillion yuan, an increase of 54.9 billion yuan compared to the previous trading day [1] - Sectors that saw significant gains included military equipment restructuring, cross-border payments, port shipping, military information technology, and oil and gas extraction, while a few sectors like liquor experienced declines [1] Stock Performance - Notable stocks with significant price increases included: - Shandong Molong (002490) +9.97% at 7.72 yuan, benefiting from shale gas and oil equipment [2] - Junyou Co. (002207) +9.98% at 10.58 yuan, driven by oil and gas and order growth [2] - Nord Co. (600110) +10.10% at 5.67 yuan, linked to solid-state battery materials [2] - Yong'an Pharmaceutical (005362) +10.00% at 65.62 yuan, associated with taurine and functional beverages [2] - Longcheng Military Industry (601606) +10.02% at 20.20 yuan, related to military equipment restructuring [2] Trading Dynamics - The top three net purchases on the Dragon and Tiger list were Jinlongyu, Hengbao Co., and Rongfa Nuclear Power, with net purchases of 227 million yuan, 221 million yuan, and 163 million yuan respectively [5] - The top three net sales were Keheng Co., Anni Co., and Haike New Source, with net sales of 200 million yuan, 126 million yuan, and 108 million yuan respectively [6] Sector Highlights - The oil and gas sector showed strong performance with Shandong Molong achieving a seven-day consecutive rise and Junyou Co. a six-day rise [3] - Solid-state battery concept stocks like Nord Co. and Yong'an Pharmaceutical also demonstrated strong upward momentum [3] Institutional Activity - In the Dragon and Tiger list, stocks with significant institutional net purchases included: - Microchip Bio (688321) +15.63% with a net purchase of 86.74 million yuan [8] - Shenzhou Cell (688520) +16.66% with a net purchase of 46.02 million yuan [8] - Dazhi Co. (002213) +10.00% with a net purchase of 21.39 million yuan [8] Key Company Updates - Jinlongyu reported a trading increase of +10.01% with a turnover of 1.47 billion yuan, indicating strong market interest [10] - Hengbao Co. also saw a trading increase of +10.00% with a turnover of 4.41 billion yuan, reflecting robust demand in the digital currency and fintech sectors [14] - Rongfa Nuclear Power experienced a trading increase of +10.01% with a turnover of 293.8 million yuan, highlighting its role in the nuclear energy sector [19]

Group 1 - The concept stocks related to controllable nuclear fusion have experienced significant fluctuations, with融发核电 (002366) hitting the daily limit up, indicating strong investor interest [1] - 哈焊华通 (301137) saw an increase of over 8%, reflecting positive market sentiment towards companies involved in nuclear technology [1] - Other companies such as 中洲特材 (300963), 中核科技 (000777), and 炬光科技 also experienced upward movement, suggesting a broader trend in the sector [1]