| 1．基本情况 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | | 钱志达 | | | | | | | | 住所 | | 浙江省海宁市****** | | | | | | | | 权益变动时间 | | 2025 年 7 5 日至 | 月 | 2025 | 年 7 月 | 10 日 | | | | 股票简称 兄弟科技 | | | | 股票代码 | | | 002562 | | | 变动类型 | | | | | | | | | | （可多 | 增加□ | 减少 | | 一致行动人 | | | 有 | 无□ | | 选） | | | | | | | | | | 是否为第一大股东或实际控制人 | | | | | | 是 否□ | | | | 2．本次权益变动情况 | | | | | | | | | | 股份种类（A | 股、B 股 | 减持股数（股） | | | | | | 减持比例（%） | | 等） | | | | | | | | | | A | 股 | 13,950,000 | | ...

Group 1: Company Overview - The company has a significant inventory amounting to approximately 880 million at the end of 2024, which has not changed much since then. The company maintains a large inventory to meet diverse customer needs and to account for periodic production line maintenance [3] - The largest production base is located in Jiujiang, Jiangxi, where future investments will be concentrated. This base has already seen investments in co-generation, wastewater treatment, and solid waste incineration projects [4] - The company operates in the fine chemical industry and is expanding into the pharmaceutical sector, forming a collaborative development system between the pharmaceutical and specialty chemicals business segments [6] Group 2: Financial Performance - The company reported a significant year-on-year growth in the first half of 2025, primarily due to rising prices of certain vitamin products and a decrease in costs for some products. The largest profit contribution comes from vitamin products [1] - The price fluctuations of vitamin products are driven by multiple factors, including supply-demand structure, cost volatility, industry cycles, and competition [2] Group 3: Strategic Initiatives - There are currently no plans for a new equity incentive program, following the implementation of a restricted stock incentive plan in 2015 and an employee stock ownership plan in 2021. Future arrangements will be considered based on actual circumstances [5] - The controlling shareholder's reduction plan is still ongoing, with future plans to further reduce the overall pledge ratio of the shareholder [7] Group 4: Legal Matters - The company is currently involved in a technical secret infringement case with China National Chemical Corporation, which is still under judicial review with no substantial progress reported [8] Group 5: Product Development - The company has successfully promoted its para-hydroxyphenol products in the PEEK field after extensive process optimization and customer validation. Currently, it is in the verification stage with major domestic PEEK manufacturers [1]

New Stock Listings - The new stock "同宇新材" (code: 301630) is listed at an issue price of 84 on July 10, 2025[1] - "中程退" (code: 300208) and "退市锦港" (code: 600190) have 6 trading days remaining until their last trading day[1] - "恒立退" (code: 000622) has 3 trading days remaining until its last trading day[1] Delisting and Trading Alerts - "退市九有" (code: 600462) has 2 trading days remaining until its last trading day[1] - "工智退" (code: 000584) will have its last trading day on July 10, 2025[1] - "美迪西" (code: 688202) is listed with no specific trading alerts mentioned[1] Market Volatility - "北方长龙" (code: 301357) has been flagged for severe abnormal fluctuations[1] - "浙江东日" (code: 600113) and "诺德股份" (code: 600110) have also been noted for abnormal trading activities[1] - "长春一东" (code: 600148) is included in the list of stocks with trading alerts[1]

New Stock Listings - Yitang Co., Ltd. (688729) listed at an issue price of 8.45 on July 8, 2025[1] - Jichuan Pharmaceutical (600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (603389) has a tender offer period from June 10 to July 9, 2025[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 8 trading days remaining until the last trading day[1] - Hengli Tui (000622) has 5 trading days remaining until the last trading day[1] - Tui Shi Jiu You (600462) has 4 trading days remaining until the last trading day[1] Market Volatility - North China Long Dragon (301357) reported severe abnormal fluctuations[1] - Multiple stocks including ST Zhengping (603843) and Hunan Tianyan (600698) have reported abnormal fluctuations[3]

Group 1 - The National Development and Reform Commission and three other departments aim to have over 100,000 high-power charging facilities nationwide by the end of 2027 [1] - Changxin Storage, a domestic DRAM memory chip manufacturer, has initiated the listing guidance process with China International Capital Corporation and CITIC Securities as advisory institutions [4] Group 2 - ShenNan Electric A expects a net profit loss of between 21 million to 27 million yuan for the first half of the year [5] - Xinyada's cross-border payment business is projected to account for less than 5% of the company's total revenue in 2024 [5] - Brother Technology's controlling shareholder reduced holdings by 5.6 million shares during a period of unusual stock trading fluctuations [5] - New Asia Electronics experienced stock fluctuations during which directors and senior management reduced their holdings [5] - Industrial Fulian anticipates a year-on-year net profit increase of 36.84% to 39.12% for the first half of the year [5] Group 3 - As of the end of June, China's gold reserves stood at 73.9 million ounces (approximately 2,298.55 tons), with an increase of 70,000 ounces (approximately 2.18 tons) month-on-month, marking the eighth consecutive month of gold accumulation [3]

Group 1 - The stock of Brothers Technology (stock code: 002562) experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over two consecutive trading days on July 4 and July 7, 2025 [1] - The company's board conducted a self-examination regarding the abnormal trading situation and verified with major stakeholders, confirming that the reduction of 5.6 million shares by the controlling shareholder was consistent with previously disclosed plans and did not involve any illegal actions [1] - The board confirmed that there are no undisclosed matters that should be reported according to the Shenzhen Stock Exchange listing rules, and previous disclosures do not require any corrections or supplements [2] Group 2 - The controlling shareholder, Mr. Qian Zhida, plans to reduce his holdings by up to 31,911,015 shares, which is no more than 3% of the company's total share capital, within three months after the announcement [2] - The company will continue to monitor the progress of the controlling shareholder's reduction plan and ensure compliance with disclosure obligations [2]

兄弟科技股份有限公司 关于公司股票交易异常波动的公告 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、股票交易异常波动情况 兄弟科技股份有限公司（以下简称"公司"）股票（股票简称：兄弟科技，股票代码：002562） 于 2025 年 7 月 4 日、2025 年 7 月 7 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》等有关规定，属于股票交易异常波动的情况。 股票代码：002562 股票简称：兄弟科技 公告编号：2025-043 二、公司关注及核实情况说明 针对公司股票交易异常波动的情况，公司董事会就相关事项进行了自查，并通过电话、 现场等问询方式，对公司控股股东、实际控制人、公司全体董事、监事及高级管理人员就相 关问题进行了核实，现将有关情况说明如下： 1、截至本公告日，公司前期披露的信息不存在需要补充、更正之处。 2、公司未发现近期公共媒体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、截至目前，公司经营情况正常，近期公司经营情况及内外部经营环境未发生重大变化。 公司董事会确认，除上述情况 ...

Core Insights - The article discusses recent developments in the nutrition and health industry, highlighting regulatory changes, new product approvals, and market trends that could impact investment opportunities [2][3][4][5][6]. Regulatory Developments - The State Administration for Market Regulation issued a guideline clarifying the definition of commercial advertising under the Advertising Law, addressing ongoing disputes in advertising enforcement [2]. - The National Health Commission approved D-alloheptulose and four other substances as new food raw materials, indicating a push for innovation in the nutrition sector [3]. - The market regulator released multiple responses to proposals regarding health food regulations, signaling a focus on traditional Chinese medicine formulations as a potential growth area [4]. Market Trends and Investment Opportunities - Yangtuo Technology Inc. submitted an IPO application to the Hong Kong Stock Exchange, aiming to raise funds for market expansion and supply chain optimization, reflecting growing investor interest in the nutrition and health sector [5]. - A report on 68 nutrition and health companies showed an average market value increase of 20% in the first half of the year, driven by rising consumer health awareness and demand for nutritional products [6]. Company Performance - New Hope Liuhe (002001) projected a net profit of 3.3 billion to 3.75 billion yuan for the first half of 2025, representing a year-on-year growth of 50% to 70% [12]. - Brother Technology (002562) expects a net profit of 60 million to 75 million yuan for the same period, marking an increase of 325% to 431% compared to the previous year [13]. New Product Launches - Guangji Pharmaceutical (000952) received a notice of administrative penalty for information disclosure violations, indicating regulatory scrutiny in the sector [14]. - TCM brand Tongrentang launched its first OTC glucosamine product, expanding its product line in the bone and joint health category [14].

Core Viewpoint - The controlling shareholder of Brother Technology Co., Ltd., Mr. Qian Zhida, has reduced his shareholding by 10,559,810 shares, accounting for 0.99% of the company's total equity from April 28, 2025, to July 4, 2025 [2][5]. Summary by Relevant Sections Shareholding Changes - Mr. Qian Zhida's shareholding decreased from 257,395,438 shares (24.22%) to 246,835,628 shares (23.21%) after the reduction [2][3]. - The total number of shares held by Mr. Qian Zhida before the reduction was 1,063,700,541 shares, and the reduction was executed through centralized bidding [2][5]. Compliance with Regulations - The reduction aligns with the previously disclosed plan, which allows for a maximum reduction of 31,911,015 shares, representing 1.00% of the total equity through centralized bidding and 2.00% through block trading [5][6]. - The company confirmed that the reduction does not violate any securities laws or regulations [6].

Market Overview - On July 4, A-shares showed mixed performance with the three major indices fluctuating. The total trading volume reached 1.45 trillion yuan, an increase of 121 billion yuan compared to the previous trading day, with over 4,100 stocks declining [1] - Market focus was on stablecoins, digital currencies, and cross-border payment sectors, while banking and gaming sectors strengthened. Energy metals and small metals sectors experienced declines [1] Stock Performance - A total of 39 stocks hit the daily limit up, with 10 stocks achieving consecutive limit ups. The limit up rate was 65% (excluding ST and delisted stocks) [3] - Notable stocks included Chengbang Co., which saw a significant drop after hitting the limit up, while innovative drug concept stock Seli Medical achieved a limit up for the fourth consecutive day [3] Key Stocks and Trading Data - **Shenzhou Cell**: Increased by 16.46% with a trading volume of 20.17 million shares and a total transaction value of 1.63 billion yuan. Institutional net buying amounted to 156 million yuan [18] - **Jingxin Pharmaceutical**: Rose by 10.02% with a trading volume of 8.74 million shares and a total transaction value of 1.49 billion yuan. The company focuses on innovative drugs and medical devices [9][10] - **Hengbao Co.**: Engaged in financial technology and digital currency, with a focus on expanding overseas markets. The company reported overseas revenue of 93.62 million yuan, accounting for 10.37% of total revenue [12] - **Jingbeifang**: Engaged in stablecoin and digital currency sectors, recently signed a strategic cooperation agreement to enhance financial technology innovation [15] Institutional Trading - The top three net buying stocks by institutions were Shenzhou Cell, Hengbao Co., and Nanling Technology, with net purchases of 156 million yuan, 98.35 million yuan, and 91.73 million yuan respectively [6] - The top three net selling stocks were Haoshanghao, Jingbeifang, and Yingfangwei, with net sales of 110 million yuan, 105 million yuan, and 72.72 million yuan respectively [6] Summary of Key Companies - **Jingxin Pharmaceutical**: Focuses on the mental health sector and has a first-class innovative drug expected to be listed in March 2024, with plans to enter the medical insurance payment directory [9][10] - **Hengbao Co.**: Involved in financial technology and digital security, with a focus on digital currency innovation and expanding into overseas markets [12] - **Jingbeifang**: Actively participates in the construction of key digital currency systems for major state-owned banks and aims to innovate in financial technology [15]