业内人士认为，上市公司炒股的 "利" 端首先体现在业绩补充功能上。在主营业务增长乏力时，证券投 资收益往往成为美化财报的重要手段。然而，这把双刃剑的 "弊" 端同样不容忽视，首当其冲的是业绩 波动风险，股市的阴晴不定往往导致上市公司业绩大起大落。 要让上市公司炒股这把双刃剑发挥积极作用，需要多方合力规范。监管层面应完善制度设计，明确上市 公司证券投资的比例限制，要求其充分披露投资逻辑、风险控制措施及业绩影响，对过度投机行为进行 严格监管。上市公司自身应坚守主业，将投资作为辅助手段而非核心业务，建立科学的投资决策机制和 风险控制体系，避免盲目跟风炒作。投资者则需理性看待投资收益，重点关注企业主营业务的竞争力和 可持续发展能力，而非被短期业绩波动误导。 A 股市场的版图中，浙江永强一直是户外休闲家具领域的重要参与者。然而，公司计划动用最高 10 亿 元自有资金进行证券投资的决策，引发巨大争议。 浙江永强此番决定将最高 10 亿元自有资金投入证券市场，无疑是一场高风险的博弈。市场波动风险首 当其冲，证券市场向来风云变幻，宏观经济形势、货币政策调整、地缘政治冲突等因素都能在瞬间改变 市场走势，众多企业的证券投资资产价 ...

Core Viewpoint - The surge in the Shanghai Composite Index from around 3000 points in April to over 3600 points has led to a noticeable increase in the enthusiasm of listed companies for stock trading, with 57 companies announcing plans to use idle funds for securities investment [1] Group 1: Company Investment Trends - 57 listed companies have announced plans to use their idle funds for securities investment this year [1] - Companies such as Liou Co., Fangda Carbon, Seven Wolves, Tapa Group, Lianfa Co., Xiantan Co., and Zhejiang Yongqiang plan to invest over 1 billion yuan in securities [1] - Liou Co. leads with a proposed investment of 3 billion yuan, while Fangda Carbon and Seven Wolves plan to invest over 2 billion yuan each [1] Group 2: Company Profitability - Most companies engaging in stock trading are from traditional manufacturing sectors such as electric equipment, construction decoration, and steel [1] - Out of the 57 companies, 52 are expected to be profitable in 2024 [1] - The five companies projected to incur losses in 2024 include Buchang Pharma, Haixiang Pharma, Liou Co., Zhongke Jincai, and Baibang Technology [1] Group 3: Notable Losses - Buchang Pharma and Haixiang Pharma are expected to incur significant losses of 550 million yuan and 330 million yuan respectively in 2024, yet they still plan to allocate 30 million yuan and 70 million yuan for securities investment [1]

Group 1: Company Performance - BeiGene reported a net profit of 450 million yuan for the first half of 2025, marking a turnaround from losses in the previous year, with product revenue increasing by 45.8% to 17.36 billion yuan and total revenue rising by 46.0% to 17.52 billion yuan [1] - CITIC Securities announced that Huaxia Fund achieved an operating income of 4.258 billion yuan and a net profit of 1.123 billion yuan in the first half of 2025, with total comprehensive income of 1.106 billion yuan [3] - Shanghai Pudong Development Bank's net profit for the first half of 2025 was 29.737 billion yuan, reflecting a year-on-year growth of 10.19%, with total operating income of 90.559 billion yuan, up 2.62% [6] - Xianhe Co. plans to invest approximately 11 billion yuan in a new integrated high-performance paper-based material project, with an expected annual output value of about 5.15 billion yuan from the first phase [7] - Shengmei Shanghai reported a net profit of 696 million yuan for the first half of 2025, representing a year-on-year increase of 56.99% [14] Group 2: Regulatory and Corporate Actions - Sino Medical's subsidiary received breakthrough medical device designation from the FDA for its intracranial atherosclerosis treatment product, marking it as the first of its kind globally [2] - *ST Dongtong's actual controller and chairman is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [8] - Tianyang Technology is planning to purchase equity in Tonglian Financial Services, with key transaction details still under negotiation [10] - Dongfang Guoxin's major shareholder reduced their stake by 2.68 million shares, decreasing their total shareholding from 27.06% to 26.82% [5] - Filinger's president reduced his holdings by 8,600 shares during a period of stock price volatility, while other executives did not sell shares [4]

Group 1: Company Performance - BeiGene reported a net profit of 450 million yuan for the first half of 2025, marking a turnaround from losses in the previous year, with product revenue increasing by 45.8% to 17.36 billion yuan and total revenue rising by 46.0% to 17.52 billion yuan [1] - CITIC Securities announced that Huaxia Fund achieved a net profit of 1.123 billion yuan in the first half of 2025, with total operating income of 4.258 billion yuan and total comprehensive income of 1.106 billion yuan [1] - Shanghai Pudong Development Bank reported a net profit of 29.737 billion yuan for the first half of 2025, reflecting a year-on-year growth of 10.19%, with total operating income of 90.559 billion yuan, up 2.62% [4] - Xianhe Co., Ltd. plans to invest approximately 11 billion yuan in a new integrated high-performance paper-based material project, with an expected annual output value of about 5.15 billion yuan from the first phase [5] - Shunbo Alloy reported a net profit growth of 110.56% year-on-year for the first half of 2025 [12] Group 2: Regulatory and Corporate Actions - Sino Medical announced that its subsidiary received breakthrough medical device designation from the FDA for a new intracranial atherosclerosis treatment product, marking a significant milestone as the first of its kind globally [1] - *ST Dongtong's actual controller and chairman is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [6][7] - Tianyang Technology is planning to purchase equity in Tonglian Jinfu and related companies, with key transaction details still under negotiation [8] - Filinger reported stock price fluctuations, with the president reducing his holdings by 8,600 shares during a period of abnormal trading activity [2] - Dongfang Guoxin's controlling shareholder reduced their stake by 2.68 million shares, decreasing their total shareholding from 27.06% to 26.82% [3]

证券代码：002489 证券简称：浙江永强 公告编号：2025-041 浙江永强集团股份有限公司 近日，新加坡永强和MWH GmbH（以下称"德国永强"，香港永强全资子公司）于印尼 共同投资设立一家子公司，该公司主要围绕公司主营业务开展海外产能投资建设及国际贸 易业务，相关信息如下： 公司名称：PT JJD OUTDOOR PRODUCTS INDONESIA 企业注册号：0508250144785 地址： Kawasan Industri Terpadu Batang Kaveling B08, Jalan Kimia 1,Desa/Kelurahan Sawangan, Kec. Gringsing, Kab. Batang, Provinsi JawaTengah 注册资本：2300亿印尼盾 关于对外投资设立子公司的公告 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。 一、对外投资概述 浙江永强集团股份有限公司（以下简称"公司"）于2023年7月12日召开第六届董事会 第十三次会议审议通过了《关于审议永强（香港）有限公司投资设立子公司的议案》，决 定由公 ...

证券代码：002489 证券简称：浙江永强 公告编号：2025-040 浙江永强集团股份有限公司 关于控股子公司定向回购公司股权的进展公告 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。 登录新浪财经APP 搜索【信披】查看更多考评等级 一、交易概述 浙江永强集团股份有限公司（以下简称"公司"）于2025年4月18日召开第六届董事会第二十四次会议审 议并通过了《关于审议处置控股子公司股权的议案》，同意控股子公司北京联拓天际电子商务有限公司 （以下简称"北京联拓"）使用自有资金183,243,449.63元回购公司持有的其全部股权，并同意签署《股 权定向回购协议》等相关文件，授权公司管理层办理本次股权处置相关事宜，包括但不限于签署定向回 购协议及其他必要的法律文件，并办理工商变更备案等相关事项。 上述内容详见公司2025年4月22日刊登在《证券时报》《中国证券报》《上海证券报》《证券日报》及 巨潮资讯网www.cninfo.com.cn上的相关公告（公告编号：2025-023）。 二、交易的进展情况 近日，北京联拓已完成上述股权定向回购事项的工商变更登记手续，公 ...

证券代码：002489 证券简称：浙江永强 公告编号：2025-040 二、 交易的进展情况 近日，北京联拓已完成上述股权定向回购事项的工商变更登记手续，公司也已收到 北京联拓支付的上述全部股权回购款。 截至本公告披露日，本次股权定向回购事项已全部完成交割，公司不再持有北京联 拓股权，北京联拓不再纳入公司合并报表。 特此公告。 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。 一、 交易概述 浙江永强集团股份有限公司（以下简称"公司"）于2025年4月18日召开第六届董 事会第二十四次会议审议并通过了《关于审议处置控股子公司股权的议案》，同意控股 子公司北京联拓天际电子商务有限公司（以下简称"北京联拓"）使用自有资金 183,243,449.63元回购公司持有的其全部股权，并同意签署《股权定向回购协议》等相 关文件，授权公司管理层办理本次股权处置相关事宜，包括但不限于签署定向回购协议 及其他必要的法律文件，并办理工商变更备案等相关事项。 上述内容详见公司2025年4月22日刊登在《证券时报》《中国证券报》《上海证券 报》《证券日报》及巨潮资讯网www.cninf ...

Group 1 - As of July 31, 2025, Zhejiang Yongqiang's stock price is 3.75 yuan, down 0.12 yuan or 3.10% from the previous trading day [1] - The opening price on the same day was 3.86 yuan, with a high of 3.87 yuan and a low of 3.72 yuan, with a trading volume of 646,700 hands and a transaction amount of 244 million yuan [1] - Zhejiang Yongqiang is primarily engaged in the research, production, and sales of outdoor leisure furniture and products, including sunshades, tents, and outdoor furniture [1] Group 2 - On July 30, 2025, Zhejiang Yongqiang announced the completion of its board of directors' re-election and the appointment of core management, with Xie Jianyong elected as chairman and Xie Jianqiang as president [1] - The Xie brothers, Xie Jianyong, Xie Jianping, and Xie Jianqiang, are the actual controllers of the company, holding a significant proportion of the company's shares [1] - On July 31, 2025, the net inflow of main funds into Zhejiang Yongqiang was 2.4815 million yuan, accounting for 0.03% of the circulating market value [1]

Group 1 - The stock price of Zhejiang Yongqiang is reported at 3.71 yuan, down 1.07% from the previous trading day [1] - The company held its first extraordinary general meeting of shareholders in 2025, where several proposals, including the revision of the full text of the articles, were approved [1] - Zhejiang Yongqiang primarily engages in the research, design, production, and sales of outdoor leisure furniture and products, including outdoor furniture, sunshades, and tents, which are widely used in family courtyards, terraces, hotels, and restaurants [1] Group 2 - On July 29, the net outflow of main funds for Zhejiang Yongqiang was 11.82 million yuan [1] - The current price-to-earnings ratio of the company is 5.41, and the price-to-book ratio is 1.84 [1]

浙江永强集团股份有限公司 董事会议事规则 （经 2025 年 7 月 29 日召开的 2025 年第一次临时股东大会审议通过） 第一章 总则 第一条 为明确浙江永强集团股份有限公司(以下简称"公司")董事会的职责权限， 规范公司董事会的议事方式和决策程序，促使公司董事和董事会有效地履行职责，提高 公司董事会规范运作和科学决策水平，根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《中华人民共和国证券法》《上市公司章程指引》《深圳证券交易所股票上市规 则》（以下简称"《上市规则》"）、《上市公司治理准则》及《浙江永强集团股份有限公司 章程》（以下简称"公司章程"）等有关规定，制定本规则。 第二章 董事会的组成和职权 第二条 公司依法设立董事会。 第三条 公司董事会的组成由公司章程作出规定。 第四条 董事会行使下列职权： （一） 负责召集股东会，并向股东会报告工作； （二） 执行股东会的决议； （三） 决定公司的经营计划和投资方案； （四） 制订公司的利润分配方案和弥补亏损方案； 1、与关联自然人发生的成交金额在 30 万元人民币以上的交易； （五） 制订公司增加或减少注册资本、发行债券或其他证券及上市方 ...