金融界7月11日消息，上证指数高开震荡，中证1000信息技术指数 (1000信息，H30446)报9130.36点。 据了解，中证1000指数行业指数系列从每个行业内选取流动性和市场代表性较好的证券作为指数样本， 形成10条中证1000行业指数，为投资者提供更多样化的投资标的。该指数以2004年12月31日为基日，以 1000.0点为基点。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样本中剔除。样本公司发生收 购、合并、分拆等情形的处理，参照计算与维护细则处理。当中证1000指数调整样本时，中证1000行业 指数样本随之进行相应调整。在样本有特殊事件发生，导致其行业归属发生变更时，将对中证1000行业 指数样本进行相应调整。 从中证1000信息技术指数持仓的市场板块来看，深圳证券交易所占比57.12%、上海证券交易所占比 42.88%。 数据统计显示，中证1000信息技术指数近一个月上涨6.25%，近三个月上涨11.71%，年至今上涨 7.69%。 从中证1000信息技术指数持仓样本的行业来看， ...

Group 1 - The company expects to achieve a turnaround in profitability and a positive growth trend in its operating performance for the period from January 1, 2025, to June 30, 2025 [2] - The company has communicated with its auditing firm regarding the performance forecast, and there are no discrepancies between the two parties [2][3] - The company attributes its performance improvement to enhanced management practices, strategic deployment, market expansion efforts, and optimization of customer and product structures, leading to increased revenue and gross profit [3] Group 2 - The company has implemented measures to control costs and optimize processes, which contributed to the growth in net profit [3] - Organizational restructuring and talent assessment have been conducted to improve operational efficiency and digital capabilities [3]

证券代码：002402 证券简称：和而泰 公告编号：2025-046 深圳和而泰智能控制股份有限公司 2025年半年度业绩预告 1、业绩预告期间：2025年1月1日—2025年6月30日 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，不存在虚假 记载、误导性陈述或者重大遗漏。 一、本期业绩预计情况 2、预计的经营业绩：□扭亏为盈 √ 同向上升 □同向下降 | 项 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东 的净利润 | 盈利：32,667.15 | 万元—36,626.80 | 万元 | 盈利：19,798.27 | 万元 | | | | 比上年同期增长：65%—85% | | | | | 扣除非经常性损益后 | 盈利：31,636.85 | 万元—35,152.06 | 万元 | 盈利：17,576.03 | 万元 | | 的净利润 | | 比上年同期增长：80%—100% | | | | | 基本每股收益 | 盈利：0.3530 | 元/股—0.3958 | 元/股 | 盈利：0.2125 ...

Group 1 - The company Heertai (002402) announced an expected net profit attributable to shareholders of 327 million to 366 million yuan for the period from January 1, 2025, to June 30, 2025, representing a growth of 65% to 85% compared to the same period last year, which was 198 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be between 316 million and 352 million yuan, an increase of 80% to 100% from the previous year's 176 million yuan [1] - The basic earnings per share are projected to be between 0.353 yuan and 0.3958 yuan, compared to 0.2125 yuan per share in the same period last year [1]

证券代码：002402 证券简称：和而泰 公告编号： 2025-045 涉及业绩补偿义务。 （股） | （股） | ） | | ） | | | | --- | --- | --- | --- | --- | --- | | 刘建伟 | | 15.0000 | | 59.9371 | 8.9906 | | 合计 | | 15.0000 | | 59.9371 | 8.9906 | 注：刘建伟先生持有公司股份中111,561,675股为高管锁定股。 三、股份质押情况说明 比例3.6033%，占公司总股本比例0.5405%，对应融资余额5,000万元；未来一年内 到期的质押股份累计数量为5,925万股，占其所持股份比例42.6990%，占公司总股 本比例6.4048%，对应融资余额51,000万元。刘建伟先生具备相应的资金偿还能力， 还款资金来源为其自筹资金或其他融资。 其最近一年又一期与公司不存在资金往来、关联交易、担保等重大利益往来情况， 不存在侵害公司利益的情形。 | 2025-045 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | -- ...

证券代码：002402 证券简称：和而泰 公告编号：2025-045 深圳和而泰智能控制股份有限公司 关于实际控制人部分股份解除质押的公告 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。 深圳和而泰智能控制股份有限公司（以下简称"公司"）近日收到实际控制人 刘建伟先生的通知，获悉刘建伟先生所持有的公司部分股份办理了解除质押的业 务，具体事项公告如下： | 股东 | 是否为控股 股东或第一 | 本次解除质 押股份数量 | 占其所持 股份比例 | 占公司总 股本比例 | 起始日 | | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及其 | | | | | | | | | | 一致行动人 | (股) | （%） | （%） | | | | | | | 是 | 2,920,000 | 2.1043 | 0.3156 | 2025 | 年 3 | | 云南国 | | | | | | | 月 12 | 日 | | | | 刘建伟 | | 5,000,000 | ...

证券代码：002402 证券简称：和而泰 公告编号：2025-044 深圳和而泰智能控制股份有限公司 关于为子公司提供担保的进展公告 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、误导性陈述或者重大遗漏。 一、担保情况概述 1、基本情况 被担保人 名称 成立 日期 注册地点 法定代 表人 注册 资本 经营范围 产权 关系 深圳和而 泰小家电 智能科技 有限公司 2016 年1 月21 日 深圳市光 明新区公 明街道模 具基地根 玉路和而 泰工业园 研发楼3 层 刘建伟 人民 币 2,000 万元 一般经营项目是：智能家电、家用电器、计算 机、光机电一体化产品、汽车电子产品、机械电 子器具、净水处理设备、压缩机、电机、个人护 理设备及其控制器的软硬件的设计、技术开发、 技术服务及销售；电子元器件销售；国内贸易； 货物及技术进出口。许可经营项目是：医疗电子 产品的软硬件设计、技术开发、技术服务、生产 及销售；智能家电、家用电器、计算机、光机电 一体化产品、汽车电子产品、机械电子器具、净 水处理设备、压缩机、电机、个人护理产品及其 控制器的硬件的生产。 公司 持股 100% 深圳和而 泰 ...

Core Viewpoint - The China Securities Shenzhen Technology Innovation Theme Index has shown a mixed performance, with a recent increase of 1.14% and a year-to-date rise of 7.74%, reflecting the overall performance of listed companies in Shenzhen's technology innovation sector [1][2]. Group 1: Index Performance - The China Securities Shenzhen Technology Innovation Theme Index opened lower but closed higher, reporting a value of 7573.16 points with a trading volume of 30.092 billion yuan [1]. - Over the past month, the index has increased by 7.25%, while it has decreased by 1.84% over the last three months [1]. - The index was established on November 14, 2014, with a base point of 3000.0 [1]. Group 2: Index Composition - The top ten weighted stocks in the index include: - Huichuan Technology (7.72%) - ZTE Corporation (7.67%) - BYD (7.3%) - Xinwanda (5.25%) - Shenzhen South Circuit (5.1%) - Huitai Medical (4.46%) - Shunluo Electronics (4.02%) - New Industry (3.95%) - Pengding Holdings (3.95%) - Heertai (3.8%) [1]. - The index's holdings are primarily from the Shenzhen Stock Exchange, accounting for 84.60%, while the Shanghai Stock Exchange contributes 15.40% [1]. Group 3: Industry Breakdown - The industry composition of the index includes: - Information Technology: 35.72% - Industrial: 32.08% - Healthcare: 11.97% - Communication Services: 11.31% - Consumer Discretionary: 8.92% [2]. Group 4: Index Adjustment Mechanism - The index samples are adjusted quarterly, with adjustments occurring in the second week of March, June, September, and December [2]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2].

Core Viewpoint - The controlling shareholder Liu Jianwei of Heertai (002402.SZ) has been reducing his shareholding, with significant transactions occurring between June 18 and June 27, 2025, impacting his ownership percentage and triggering regulatory disclosures [1][2][4]. Shareholding Changes - Liu Jianwei plans to reduce his holdings by up to 18,426,671 shares (not exceeding 2.00% of the total share capital) from June 6 to September 5, 2025 [1]. - As of the report date, Liu Jianwei has already reduced his holdings by 9,712,900 shares (1.0542% of the total share capital) [1]. - On June 18-20, 2025, Liu Jianwei sold 8,272,000 shares (0.8942% of total share capital), reducing his ownership from 16.0500% to 15.1558% [2]. - Following a transaction on June 27, 2025, Liu Jianwei further reduced his holdings by 1,440,900 shares (0.1558% of total share capital), bringing his total ownership down to 15.0000% [2][3]. Financial Details - The average selling price for the shares sold on June 27, 2025, was 20.36 yuan, resulting in total proceeds of approximately 29,336,724 yuan [2][3]. - After the recent transactions, Liu Jianwei holds 138,762,100 shares, with 27,405,850 shares being unrestricted and 111,356,250 shares being restricted [3][4]. Impact on Control - The reduction in shareholding will not lead to a change in the company's control or significantly impact its governance structure and ongoing operations [4].

Market Overview - On June 27, the A-share market exhibited structural differentiation, with the Shanghai Composite Index down by 0.70%, while the Shenzhen Component Index and the ChiNext Index rose by 0.34% and 0.47% respectively [2] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached 1.58 trillion yuan, with over 3,400 stocks rising and 54 stocks hitting the daily limit [2] Sector Performance - The electronic, non-ferrous metals, and textile sectors attracted significant capital, with Tesla supply chain and military protection stocks showing particularly active performance [2] - In the electronic sector, nine stocks hit the daily limit, with notable inflows into Huaten Technology and Shenzhen Huqiang, which saw net inflows of 5.82 billion yuan and 6.40 billion yuan respectively [2] Non-Ferrous Metals - North Copper achieved a four-day limit increase, closing at 10.31 yuan with a net inflow of 2.57 billion yuan [3] - The sector saw a collective rise in small metal varieties such as zinc, tin, and molybdenum, driven by interest in Tesla's new electric vehicle concepts [3] Military and Defense - The defense sector saw significant activity, with Inner Mongolia First Machinery Group receiving a large net buy of 4.8 billion yuan, while Jihua Group also hit the daily limit [4] - The military protection theme ranked among the top gainers, supported by recent advancements in new equipment development by military enterprises [4] Communication Equipment - The communication equipment sector experienced a net inflow of 12.80 billion yuan, with Hengbao Co. hitting the daily limit at 19.15 yuan and a turnover rate of 54.38% [5] - The sector's activity is linked to the accelerated rollout of 5G-A networks by operators, indicating a potential for valuation recovery in related industries [5] Capital Flow Insights - The main sectors attracting capital included electronic components, communication equipment, and small metals, with net inflows of 19.26 billion yuan, 12.80 billion yuan, and 5.47 billion yuan respectively [5] - As the semi-annual report disclosure period approaches, sectors with strong earnings certainty, such as technology and high-end manufacturing, are likely to continue attracting investment [5]