Market Performance - On May 23, major market indices experienced fluctuations and closed lower, with A-shares trading volume reaching 1.18 trillion yuan, and over 1,100 stocks closing higher, including 52 stocks hitting the daily limit [1] - For the week, the Shanghai Composite Index fell by 0.57%, the ChiNext Index dropped by 0.88%, and the STAR Market 50 Index decreased by 1.47% [1] Individual Stock Performance - Over 1,600 stocks rose this week, with 22 stocks gaining over 30%. Notably, six stocks surged over 50%, with the largest increase being 99.96% for Sanofi [1][2] - Other significant gainers included Huibo Yuntong (301316) and Binhai Energy (000695), both of which saw weekly increases exceeding 60% [1][2] Sector Analysis - Among the stocks that rose over 30%, the pharmaceutical and biological sector had six representatives, followed by light industry manufacturing with three stocks [1] Historical Highs - On May 23, 17 stocks reached historical closing highs, with the pharmaceutical and biological, mechanical equipment, and automotive sectors showing a concentration of high performers [3][4] - The average increase for stocks reaching historical highs was 8.20%, with notable gainers including Xintiandi (301277) and Zhongzhou Special Materials (300963) [3] Institutional Activity - On May 23, ten stocks saw net purchases from institutions, with Yixin Tang (002727) leading at a net buy of 102 million yuan [5][6] - Conversely, institutions sold off stocks such as Hongchuang Holdings (002379) and Tianqimo (002510), each experiencing net sales exceeding 50 million yuan [5][6] Northbound Capital Flow - Northbound capital was present in nine stocks on the trading board, with net purchases in three stocks: Xue Ren Shares (002639), Huibo Yuntong, and Jinlongyu (002882) [7] - Yixin Tang faced the highest net sell-off from northbound capital, totaling 68.98 million yuan [7] Company Announcements - Zhongjin Gold (600489) plans to inject four companies, including Inner Mongolia Jintao, into the company to resolve competition issues [8] - Huakang Clean (301235) won a bid for a healthcare project with a contract value of 60.24 million yuan and a duration of 120 days [8] - Weier Shares (603501) intends to issue H-shares and list on the Hong Kong Stock Exchange [9] - Yunchongma (603130) plans to raise no more than 640 million yuan for a project to produce DTY silk and high-performance leather base fabric [9]

股票代码：002510 公司简称：天汽模 公告编号 2025-023 天津汽车模具股份有限公司 二〇二四年年度股东大会决议的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没 有虚假记载、误导性陈述或重大遗漏。 重要提示： 1.本次股东大会无否决议案的情形； 一、会议召开和出席情况 1、召开时间 现场会议时间：2025年5月23日14:30 网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为2025 年5月23日上午9:15-9:25、9:30-11:30，下午13:00-15:00。 通过深圳证券交易所互联网投票系统（http://wltp.cninfo.com.cn）投票的时 间为2025年5月23日9:15-15:00期间的任意时间。 2、现场会议召开地点：天津空港经济区航天路77号天津汽车模具股份有限 公司105会议室 3、会议召开方式：现场表决和网络投票相结合的方式召开。 4、会议召集人：公司董事会。 5、会议主持人：董事长任伟先生。 6、出席本次股东大会现场会议和网络投票的股东（或代理人）共708人，代 表股份178,422,030股，占公司总股份的17.5761％。其中，通 ...

北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话：010-88004488/66090088 传真：010-66090016 邮编：100005 北京国枫律师事务所 关于天津汽车模具股份有限公司 2024 年年度股东大会的 法律意见书 国枫律股字[2025]A0282 号 北京国枫律师事务所（以下简称"本所"）接受贵公司的委托，指派律师出席并见证 贵公司 2024 年年度股东大会（以下简称"本次会议"）。 本所律师根据《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》（以下简称"《证券法》"）、《上市公司股东会规则》（以下简称"《股 东会规则》"）、《律师事务所从事证券法律业务管理办法》（以下简称"《证券法律业务管 理办法》"）、《律师事务所证券法律业务执业规则（试行）》（以下简称"《证券法律业务执 业规则》"）等相关法律、行政法规、规章、规范性文件及《天津汽车模具股份有限公司 章程》（以下简称"《公司章程》"）的规定，就本次会议的召集与召开程序、召集人资格、 出席会议人员资格、会议表决程序及表决结果等事宜，出具本法律意见书。 对本法律意见书的出具，本所律师特作如下 ...

5月22日，上证指数下跌0.22%，深证成指下跌0.72%，创业板指下跌0.96%。盘后龙虎榜数据显示，共 有56只个股因当日异动登上龙虎榜，资金净流入最多的是昆仑万维（300418.SZ），达3.39亿元。 5月22日，27只个股龙虎榜出现了机构的身影，机构合计净卖出2.35亿元。具体来看，机构净买入10 股，净卖出17股。 其中，机构净买入金额最多的是天汽模（002510.SZ），当日收盘下跌2.83%，换手率为56.88%。 北向资金净买入金额最多的是三生国健（688336.SH），净买入3502.57万元，占总成交金额的2.77%。 净卖出金额最多的是连云港（601008.SH），为5165.6万元，占总成交金额的2.76%，当日收盘下跌 1.2%，换手率为21.3%。 56只上榜的龙虎榜个股中，29只个股被净买入，27只个股被净卖出。其中，资金净买入最多的是昆仑万 维，达3.39亿元，占总成交金额的6.3%。昆仑万维当日收盘上涨20.01%，换手率为12.32%。 值得注意的是，机构和北向资金共同净买入了新铝时代等1股；共同净卖出了国光电器；在三生国健， 拱东医疗，航天南湖上出现分歧，机构净卖出三生 ...

Market Overview - The two markets experienced a significant net outflow of 15.471 billion yuan, with 1,576 stocks seeing net inflows and 2,986 stocks experiencing net outflows [1] - The Shanghai Composite Index closed down by 0.22% [1] Industry Analysis - Six industries saw net inflows of large orders, with the media sector leading at a net inflow of 1.311 billion yuan, while the defense and military industry followed closely with a net inflow of 1.306 billion yuan [1] - The automotive industry had the highest net outflow of large orders, totaling 2.080 billion yuan, followed by the power equipment sector with a net outflow of 1.909 billion yuan [1] Individual Stock Performance - Eleven stocks had net inflows exceeding 200 million yuan, with Kunlun Wanwei leading at 1.409 billion yuan, followed by Qingdao Kingking with 501 million yuan [2] - Stocks with significant net inflows saw an average increase of 9.57%, outperforming the Shanghai Composite Index [2] - Notable stocks that closed at their daily limit include Kunlun Wanwei and Zhongchao Holdings [2] Top Stocks by Net Inflow | Code | Name | Closing Price (yuan) | Change (%) | Net Inflow (billion yuan) | Industry | |--------|---------------|----------------------|------------|---------------------------|------------------| | 300418 | Kunlun Wanwei | 37.43 | 20.01 | 1.409 | Media | | 002094 | Qingdao Kingking | 8.72 | 6.60 | 0.501 | Beauty Care | | 002229 | Hongbo Shares | 15.98 | 5.41 | 0.477 | Light Industry | | 002364 | Zhongheng Electric | 17.28 | 9.99 | 0.364 | Power Equipment | | 600611 | Dazhong Transportation | 6.92 | 7.45 | 0.358 | Transportation | [2][3] Top Stocks by Net Outflow | Code | Name | Closing Price (yuan) | Change (%) | Net Outflow (billion yuan) | Industry | |--------|---------------|----------------------|------------|-----------------------------|------------------| | 002510 | Tianqimo | 8.23 | -2.83 | -0.596 | Automotive | | 002074 | Guoxuan High-tech | 25.90 | -2.81 | -0.563 | Power Equipment | | 300476 | Shenghong Technology | 76.28 | -3.61 | -0.436 | Electronics | | 002165 | Hongbaoli | 11.69 | -8.60 | -0.407 | Basic Chemicals | | 002617 | Luxiao Technology | 8.02 | -2.55 | -0.320 | Utilities | [4]

星标 ★ IPO日报 精彩文章第一时间推送 最近A股市场重组并购热一浪接着一浪，一些涉及并购的公司，其股价动不动就蹭蹭涨个不停。一 些敢于冒险的股民，特别是以做龙头著称，敢于打板的游资，因此赚得盆满钵满。 笔者发现，在这些轰轰烈烈的并购大军中，有一些上市公司对曾IPO但未成功的企业，特别钟情。 AI制图 比如，常州光洋轴承股份有限公司（002708.SZ）正在筹划发行股份及支付现金方式购买宁波银球 科技股份有限公司100%股权并募集配套资金事项。据IPO日报报道，银球科技在2022年启动A股 上市辅导工作。 前不久，天津汽车模具股份有限公司（002510.SZ）与东实汽车科技集团股份有限公司股东德盛拾 陆号企业管理（天津）合伙企业签署了《股权收购意向协议》，公司拟以现金方式分步收购德盛拾 陆号持有的东实股份50%股权。 由于公司已持有标的公司25%的股权，本次交易完成后，东实股 份将成为公司的控股子公司。 而东实股份曾申请在深市主板上市，后在2024年5月撤单。 光洋股份和天汽模都不过是今年以来上市公司追求IPO失败企业大军中的一员。据笔者所知，目前 上海概伦电子股份有限公司（688206.SH）拟收购成都锐 ...

Group 1 - Tianqi Mould (002510) experienced a decline of 2.83% today, with a trading volume of 4.992 billion yuan and a turnover rate of 56.88% [1] - The post-market data shows that Zhongyuan Securities (601375) Guangzhou branch had a net sell of 233 million yuan, while two institutional special seats had a net buy of 57.2761 million yuan [1] - There is an influx of dark pool funds into these stocks, indicating potential interest from institutional investors [1]

Core Viewpoint - The A-share market experienced a decline, with major indices showing negative performance, while certain sectors like banking performed well amidst overall market weakness [3][4][6]. Market Performance - On May 22, the Shanghai Composite Index fell by 0.22% to 3380.19 points, the Shenzhen Component Index decreased by 0.72% to 10219.62 points, and the ChiNext Index dropped by 0.96% to 2045.57 points. The North Star 50 Index saw a significant decline of over 6% [3][4]. - Over 4400 stocks in the market experienced declines, with sectors such as beauty care, pet economy, chemical fiber, and aquaculture showing the largest drops [7]. Sector Analysis - Banking stocks, including Shanghai Pudong Development Bank, Jiangsu Bank, and Chengdu Bank, reached historical highs, indicating strength in this sector [6]. - Solid-state battery concept stocks faced significant declines, with companies like Ningxin New Materials, Lingge Technology, and Honggong Technology dropping over 10% [6]. Capital Flow - Main capital flows showed net inflows into aerospace, gaming, and insurance sectors, while there were net outflows from power, photovoltaic equipment, and food and beverage sectors. Notable net inflows included Kunlun Wanwei (1.274 billion), Qingdao Jinwang (455 million), and Hongbo Shares (393 million) [9]. - Conversely, Tianqimo, Hongbaoli, and Guoxuan High-Tech faced significant sell-offs, with outflows of 985 million, 616 million, and 599 million respectively [9]. Institutional Perspectives - Galaxy Securities noted that the fundamentals are being revised upwards for Q2, with global funds showing a preference for Hong Kong stocks over A-shares [11]. - CITIC Securities highlighted that the index has repeatedly tested the 3400-point mark without significant volume increase, suggesting potential for a breakthrough. They recommend investors focus on sector rotations and domestic technological innovations [11]. - Shanghai Securities emphasized that market liquidity remains ample, and even with adjustments, the downside is limited. They foresee continued foreign capital inflows and support for technology sectors as a long-term investment theme [11].

Core Viewpoint - Tianqi Mould (002510.SZ) has experienced a significant surge in stock price, attributed to its restructuring concept and acquisition plans, despite facing skepticism from investors regarding its capital operations and financial stability [2][4][8]. Group 1: Stock Performance and Market Reaction - Since May 16, Tianqi Mould has achieved four consecutive trading limits, driven by inflows from retail and quantitative funds [2][5]. - As of May 22, the stock price reached 8.8 yuan, surpassing last year's high and reflecting a cumulative increase of over 100% from a low of 4.32 yuan on April 9 [6][8]. - The stock's trading activity has shown high volatility, with a turnover rate of 46.24% on May 22, indicating intense market speculation [5]. Group 2: Acquisition Plans and Financial Concerns - The company announced plans to acquire 50% of Dongshi Automotive Technology Group, aiming to transition from a mould supplier to a comprehensive service provider [8]. - However, the acquisition faces challenges, including a high dependency on a single customer group and significant cash requirements, with the company needing at least 1 billion yuan for the acquisition [8]. - Tianqi Mould's financial health is concerning, with a debt-to-asset ratio of 68.81% and cash flow pressures that could impact its operational capabilities [8]. Group 3: Historical Capital Operations - Since 2020, Tianqi Mould's major shareholder has attempted multiple equity transfers, all of which have failed to materialize, leading to investor distrust [7]. - The company has faced repeated criticism from investors regarding its inability to execute on promised capital operations, contributing to a loss of confidence in its future acquisition plans [7]. Group 4: Business Performance Metrics - In Q1 2025, Tianqi Mould reported a revenue of 444 million yuan, a year-on-year decline of 1.16%, and a net profit of 20.71 million yuan, down 14.4% [9]. - The company's gross profit margin has also decreased from 15.14% in 2024 to 13.02% in 2025, indicating declining profitability in its traditional mould business [9].

Group 1 - The State Financial Supervision Administration and seven other departments issued measures to support financing for small and micro enterprises, emphasizing the establishment of a coordination mechanism for financing support [1] - The measures include conducting extensive visits to small and micro enterprises to assess their operational status and financing needs, facilitating direct access to bank credit [1] - There is a focus on addressing the operational difficulties faced by small and micro enterprises and encouraging support for key sectors such as foreign trade, private enterprises, technology, and consumption [1] Group 2 - In May 2025, a total of 130 domestic online games were approved by the National Press and Publication Administration [2] Group 3 - The State Council announced the removal of Wang Jianjun from the position of Vice Chairman of the China Securities Regulatory Commission [3] Group 4 - The Shanghai Municipal Government issued a plan to boost consumption, which includes measures to promote reasonable income growth and improve wage distribution mechanisms [4] - The plan aims to enhance the minimum wage adjustment mechanism and support the development of the rural economy and new business models [4] Group 5 - Shanghai is accelerating the introduction of childcare subsidies and maternity social security subsidies as part of its efforts to build a family-friendly society [5] - The city plans to explore increasing parental leave and spouse's paternity leave while enhancing the quality of public kindergartens [5] Group 6 - The Ministry of Foreign Affairs stated that China has the capability and confidence to handle external risks, including tariff wars, as evidenced by a 2.4% year-on-year increase in total goods import and export in the first four months of the year [6] - Exports grew by 7.5%, indicating strong international competitiveness despite high tariff barriers [6] Group 7 - The Ministry of Foreign Affairs expressed strong opposition to the EU's unilateral sanctions against Chinese companies, emphasizing the need for fair trade practices [8] - The ministry highlighted that normal business interactions between Chinese and Russian companies should not be disrupted by these sanctions [8] Group 8 - The Dalian Commodity Exchange announced trading arrangements for the Dragon Boat Festival period, with a market closure from May 31 to June 2, 2025, and a return to normal trading on June 3 [9] Group 9 - Heng Rui Pharmaceutical set the issuance price for its H-shares at HKD 44.05 per share [11] - Xinyuan Technology plans to issue H-shares and list on the Hong Kong Stock Exchange [11] - The company Guokai Microelectronics is planning a major asset restructuring, leading to a suspension of its stock from May 22 [11]