Group 1 - The core point of the news is that the new energy sector experienced a significant net outflow of over 4.7 billion yuan, while the communication and automotive sectors saw net inflows [1][2] - The communication sector had a net inflow of 1.453 billion yuan, representing a 2.44% increase, while the automotive sector saw a net inflow of 699 million yuan, with a 5.88% increase [2] - Other sectors such as machinery, pharmaceuticals, and non-ferrous metals also faced net outflows, with the machinery sector losing approximately 3.993 billion yuan and the pharmaceuticals sector losing about 3.794 billion yuan [2] Group 2 - The top stocks with net inflows included Liou Co., which had a net inflow of 1.191 billion yuan, representing a 37.89% increase, and Xinyi Sheng with a net inflow of 1.131 billion yuan, showing a 15.31% increase [3] - On the other hand, the stocks with the highest net outflows included Zhaoyi Innovation, which saw a net outflow of 438 million yuan, reflecting a 26.03% decrease, and Zhongyuan Haike with a net outflow of 361 million yuan, indicating a 21.17% decrease [4]

Group 1 - The stock of China Merchants Industry Holdings Co., Ltd. experienced an abnormal fluctuation, exceeding 20% in 2025, which is classified as an abnormal trading situation according to the Shenzhen Stock Exchange trading rules [1] - The company's board of directors conducted verification regarding the abnormal stock trading and confirmed that there are no undisclosed significant matters that could impact the stock price [1][1] - The board also stated that there are no matters that should have been disclosed according to the Shenzhen Stock Exchange listing rules that have not been disclosed, nor are there any ongoing negotiations or agreements related to such matters [1][1] Group 2 - The company plans to disclose its 2025 semi-annual report on August 27, 2025, which will provide specific operational conditions and financial data [2] - All information regarding the company will be published in designated media, and investors are advised to invest rationally and pay attention to risks [2]

股票简称：中远海科 股票代码：002401 编号： 2025-027 中远海运科技股份有限公司 股票交易异常波动公告 4.公司、控股股东及间接控股股东均不存在关于本公司的应披露 而未披露的重大事项或处于筹划阶段的重大事项。 5.经核实，公司控股股东、间接控股股东在异常波动期间未买卖 公司股票。 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 一、股票交易异常波动情况 中远海运科技股份有限公司（以下简称"公司"）股票于 2025 年 7 月 11 日、2025 年 7 月 14 日连续两个交易日收盘价格涨幅偏离值累 计超过 20%，根据《深圳证券交易所交易规则》的相关规定，属于股票 交易异常波动情形。 二、公司关注并核实相关情况 针对公司股票交易异常波动，公司董事会对公司、控股股东及间 接控股股东就相关事项进行了核实，现就有关情况说明如下： 1.公司未发现前期披露的信息存在需要更正、补充之处。 2.公司未发现近期公共传媒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.公司近期经营正常，经营情况及内外部经营环境没有发生重大 变化。 三、不存在应 ...

2连板中远海科：公司经自查确认不存在违反公平信息披露的情形 智通财经7月14日电，中远海科(002401.SZ)公告称，公司股票于2025年7月11日、14日连续两个交易日 收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。经核实，公司未发现前期披露的信息 存在需要更正、补充之处，近期经营正常，经营情况及内外部经营环境没有发生重大变化。公司、控股 股东及间接控股股东均不存在关于本公司的应披露而未披露的重大事项或处于筹划阶段的重大事项。公 司经自查确认不存在违反公平信息披露的情形。 ...

Core Concept - The article discusses the emerging concept of Real Data Assets (RDA), which transforms previously dormant data into valuable assets that can be traded or used for financing, highlighting its potential to revolutionize how companies leverage data for financial benefits [1][20]. RDA vs RWA - RDA is positioned as a more advanced version of Real World Assets (RWA), providing not just a digital representation of assets but also integrating real-time data to validate and enhance the value of those assets [3][4]. Key Companies Leveraging RDA - **Shanghai Steel Union**: Dominates the steel data market with over 70% global market share, generating 900 million yuan annually by issuing a data-backed stablecoin called "STEEL-CNY" [5][7][8]. - **COSCO Shipping Technology**: Monitors real-time data of over 5,000 global ports, transforming shipping logistics data into a payment system called "Cargo Treasure CNY," significantly reducing transaction fees [9][10]. - **Shanghai Nonferrous Metals Network**: Influences pricing in the nonferrous metals market through its established indices, allowing it to charge for pricing authority rather than just data [10]. - **Sanwei Tiandi**: Enhances data credibility through AI-driven tagging, ensuring data quality for RDA applications, and plays a role in setting RDA standards [11][12]. - **Zhongxin Saike**: Collects traffic data across 80% of highways in China, enabling infrastructure financing through packaged RDA assets [13][14]. - **Data Harbor**: Provides data center services and has begun to offer computing power as RDA assets, allowing companies to rent computing resources [14][15]. - **Huayang Lianzhong**: Utilizes advertising data from over 1 billion devices to create RDA packages that can be used for financing, enhancing the value of advertising investments [17][18]. - **Great Wisdom**: Offers financial data services and has created a closed loop for data assetization, allowing users to leverage their data for loans [18][19]. Market Trends and Implications - RDA is seen as a crucial solution for small and medium enterprises facing financing challenges, as it allows them to use real-time data as collateral for loans [20]. - The article emphasizes the importance of data monopolies and state-owned enterprises in the RDA landscape, suggesting that companies with unique data or strong government ties are better positioned to succeed [21].

Investment Rating - The report maintains a "Positive" investment rating for the computer industry, specifically focusing on Real World Assets (RWA) [4] Core Insights - RWA represents a transformative innovation in financial technology by converting real-world assets into digital assets on the blockchain, potentially leading to exponential growth in the sector [2][6] - The global RWA asset market reached $24.5 billion as of June 2025, with projections to exceed $16 trillion by 2030, indicating a significant opportunity for investment [6][18] - The report emphasizes the importance of regulatory frameworks being established globally to support the growth of RWA, with regions like Hong Kong and the EU leading the way [26][30] Summary by Sections RWA: Connecting Real World Assets to Blockchain - RWA involves the tokenization of tangible and intangible assets through blockchain technology, enhancing liquidity and reducing transaction costs [11][12] - The RWA market is rapidly expanding, with a diverse range of assets including real estate, bonds, and commodities being tokenized [15][16] RWA Issuance Process and Regulatory Framework - The RWA issuance process consists of five key steps: asset selection, legal and compliance framework establishment, technology implementation, token issuance, and ongoing management [21][23] - Various countries are developing regulatory frameworks for RWA, with Hong Kong adopting a sandbox approach to foster innovation while ensuring compliance [26][30] Expansion of Asset Classes and RWA Market - RWA assets can be categorized into cash flow, equity, and non-cash flow assets, with credit and bonds currently leading the market [35][36] - The report highlights the significant growth potential in the RWA sector, particularly in tokenized real estate and securities, which are becoming increasingly popular [46][53] RWA Industry Ecosystem - The RWA ecosystem is forming a collaborative industry chain involving asset providers, technology firms, platforms, compliance custodians, and investors [4][6] - Key players in the blockchain and fintech sectors are recommended for investment, including companies like 恒生电子 and 新国都 [2][6]

Mergers and Acquisitions - Dajia Weikang plans to acquire 60.85% equity of Anhui Dajia Weikang Health Pharmacy for a transaction price of 116 million yuan, making it a subsidiary post-transaction [1] - Jizhong Energy intends to purchase 49% equity of Jingneng Xilin Gol Energy for 669 million yuan, with the target company having a construction scale of 2×660MW efficient supercritical indirect air-cooled units [2] - Bomin Electronics has terminated its acquisition plan for Benchuang Electronics due to failure to reach consensus on key transaction terms [3] Shareholding Changes - Jingbeifang's employee shareholding platform plans to reduce its stake by up to 3% of the company's total shares, equating to a maximum of 26 million shares [4] - Sichuan Shuangma's major shareholders plan to collectively reduce their holdings by up to 2.92% of the company's total shares, amounting to approximately 1.11 million shares [5] - Chenghe Technology's shareholder, Shanghai Kehui Investment, intends to reduce its stake by up to 3% of the company's total shares, which is approximately 564,960 shares [6] Earnings Disclosure - China Merchants Heavy Industry expects a significant decline in net profit attributable to shareholders, projecting a decrease of 90.16% to 91.95%, with an estimated profit of 9 million to 11 million yuan [7] - Dongpeng Beverage anticipates a net profit increase of 33.48% to 41.57%, estimating a profit range of 2.31 billion to 2.45 billion yuan for the first half of 2025 [8] - Shuanglu Pharmaceutical forecasts a substantial net profit growth of 237.95% to 356.24%, estimating a profit of 100 million to 135 million yuan for the first half of 2025, primarily due to changes in the fair value of financial assets [10]

Group 1 - The company expects a net profit of between 9 million and 11 million yuan for the period from January 1, 2025, to June 30, 2025, which represents a significant decline of approximately 90.16% to 91.95% compared to the same period last year, where the net profit was 111.82 million yuan [1] - The company's net profit attributable to shareholders is projected to be between 3.2 million and 4 million yuan, down from 110.24 million yuan in the previous year, indicating a decline of about 96.37% to 97.10% [1] - Basic earnings per share are expected to be between 0.0250 yuan and 0.0280 yuan, compared to 0.3017 yuan per share in the same period last year [1] Group 2 - The decline in revenue and gross profit in the digital city and transportation business segment is attributed to decreased customer demand and intensified industry competition, while the digital shipping and supply chain business is expected to maintain steady growth [2] - The company is focusing on enhancing its core digital capabilities and optimizing the structure of its city and transportation business through digital transformation, aiming to stabilize overall revenue despite the challenges faced [2]

Meeting Notification and Conduct - The 40th meeting of the 7th Board of Directors of COSCO Shipping Technology Co., Ltd. was held on July 11, 2025, via written ballot [1][2] - The meeting was convened by Chairman Wang Xinbo, with all eight directors participating, complying with the Company Law and Articles of Association [1] Resolutions Passed - The Board approved the "Audit Committee Work Rules" with a unanimous vote of 8 in favor [1] - The Board approved the "Strategic Committee Work Rules" with a unanimous vote of 8 in favor [1] - The Board approved the "Nomination Committee Work Rules" with a unanimous vote of 8 in favor [1] - The Board approved the "Compensation and Assessment Committee Work Rules" with a unanimous vote of 8 in favor [1] - The Board approved the "Risk and Compliance Management Committee Work Rules" with a unanimous vote of 8 in favor [1] - The Board approved the "General Manager Work Rules" with a unanimous vote of 8 in favor [1][2] - The Board approved the "Secretary of the Board Work Rules" with a unanimous vote of 8 in favor [2] Reference Documents - The specific details of the approved rules and regulations will be disclosed on the Securities Times and the Giant Tide Information Network [1][2]

Core Points - The document outlines the governance structure and operational rules for China COSCO Shipping Technology Co., Ltd, focusing on the roles and responsibilities of the general manager and the management team [1][2][3] Group 1: General Manager Responsibilities - The general manager is responsible to the board of directors and must report on work and accept supervision [5] - The general manager has the authority to manage production operations, implement board resolutions, and draft annual business and investment plans [6] - The general manager is tasked with establishing risk management and internal control systems, as well as proposing financial budgets and profit distribution plans [6][7] Group 2: General Manager Office Meeting System - The general manager's office meeting is a platform for discussing and implementing board resolutions and important company matters [3][4] - Key decisions, including those requiring board approval, must be reviewed in these meetings, ensuring a structured decision-making process [9] - The meeting must have a quorum of more than half of the management team present, and decisions are made based on the general manager's final conclusions after discussions [4][5] Group 3: Reporting and Compliance - The general manager must provide annual and semi-annual reports to the board on business performance and implementation of board decisions [7][8] - In cases of significant changes in the business environment or expected performance losses, the general manager must promptly inform the board [7][8] - The management team is required to strictly adhere to shareholder and board resolutions, reporting any discrepancies or risks encountered during execution [9][10]