5月14日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者参 考。 【品大事】 万科A：深铁集团拟向公司提供不超过15.52亿元借款 万科A公告称，公司第一大股东深圳市地铁集团有限公司拟向公司提供借款，借款金额不超过15.52亿 元，用于偿还公司在公开市场发行的债券的本金与利息，借款期限36个月，借款利率为每笔借款提款日 前一工作日全国银行间同业拆借中心公布的1年期贷款市场报价利率（LPR）减76个基点。本次交易已 获得深圳证券交易所同意豁免提交公司股东大会审议。 贵州茅台：因登记参会人数超过原定会场容量 拟调整股东大会召开地点 贵州茅台公告称，由于登记参会人数超过原定会议召开地点会场容量，公司计划调整2024年度股东大会 现场会议召开地点至贵州省仁怀市茅台镇茅台会议中心，股东大会现场会议报到地点为贵州省仁怀市茅 台镇茅台国际大酒店，报到时间为2025年5月18日14:00至20:00，以及2025年5月19日9:00至14:00。除上 述调整外，原股东大会通知事项不变。 ST联合：筹划购买江西润田实业部分或全部股权 股票停牌 ST联合公告称，公司正在筹划以发行股份及支付现金的 ...

证券代码：002651 证券简称：利君股份 公告编号：2025-13 成都利君实业股份有限公司 股票交易异常波动公告 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 陈述或重大遗漏。 一、股票交易异常波动的情况介绍 3、公司经营情况及内外部经营环境未发生重大变化； 4、公司、实际控制人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、公司实际控制人在本公司股票交易异常波动期间未买卖公司股票。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据深交所《股票上市规则》等有关规定应予以 披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等；董事会也未获悉本公司有 根据深交所《股票上市规则》等有关规定应予以披露而未披露的、对本公司股票及其衍生品种 交易价格产生较大影响的信息；公司前期披露的信息不存在需要更正、补充之处。 四、本公司认为必要的风险提示 成都利君实业股份有限公司（以下简称"公司"或"本公司"），证券简称：利君股份，股 票代码：002651，公司股票于2025年5月13日、14日连续两个交易日收盘价格涨幅偏离值累计 ...

Stock Performance - Hongqiang Co., Ltd. has achieved a 10.02% increase over 17 trading days with 11 consecutive boards, driven by the price increase of hydroxy esters [3] - Suzhou Longjie has seen a 10.04% rise over 4 trading days with 4 consecutive boards, attributed to chemical fiber and military applications [3] - Zhongyida has recorded a 10.03% increase over 6 trading days with 3 consecutive boards, linked to the production of pentanediol [3] - Jitai Co., Ltd. has gained 10.02% over 2 trading days with 2 consecutive boards, due to chemical and coating materials [3] - Youfu Co., Ltd. has increased by 10.00% over 2 trading days with 2 consecutive boards, related to chemical fiber and technology [3] - Sanfangxiang has made its debut with a 10.05% increase, driven by chemical industry factors [3] Chemical Industry - Anada has debuted with a 10.01% increase, attributed to titanium dioxide [4] - Bohai Chemical has also made its debut with a 9.89% rise, linked to epoxy propane [4] - Maohua Shihua has seen a 10.11% increase on its first board, driven by chemical and optical applications [4] - Yong'an Pharmaceutical has debuted with a 10.02% increase, related to taurine production [4] - Fangda New Materials has achieved a significant 13.55% increase, attributed to chemical and material applications [4] - Changhua Chemical has recorded a 12.93% rise, driven by chemical industry factors [4] Shipping and Port Industry - Ningbo Shipping has achieved a 10.12% increase over 2 trading days with 2 consecutive boards, driven by shipping industry dynamics [7] - Ningbo Ocean has also seen a 10.01% rise over 2 trading days with 2 consecutive boards, linked to shipping [7] - Nanjing Port has recorded a 10.03% increase over 2 trading days with 2 consecutive boards, attributed to port operations [7] - Lianyungang has achieved a 10.02% increase over 2 trading days with 2 consecutive boards, related to port activities [7] - COSCO Shipping has made its debut with a 10.13% increase, driven by shipping industry factors [7] Military Industry - Chengfei Integration has achieved a 10.01% increase over 6 trading days with 6 consecutive boards, linked to military applications [9] - Lijun Co., Ltd. has also recorded a 9.99% rise over 6 trading days with 6 consecutive boards, attributed to military industry factors [9] - Zhanpeng Technology has seen a 9.98% increase over 5 trading days with 3 consecutive boards, related to military and information technology [9] - Ganhuakegong has achieved a 10.05% increase over 4 trading days with 2 consecutive boards, driven by military and chip applications [9] Computing Power Industry - IDC forecasts that China's intelligent computing power will reach 1037.3 EFLOPS by 2025 and exceed 2781.9 EFLOPS by 2028, with a compound annual growth rate of 46.2% [10] Robotics Industry - Tesla's official Weibo account released a video of its humanoid robot "Optimus" dancing, indicating advancements in simulation training through reinforcement learning [13] - Xiangyang Bearing has achieved a 10.00% increase over 6 trading days with 3 consecutive boards, linked to military and robotics applications [14] - Dashi Intelligent has made its debut with a 10.15% increase, driven by robotics and Huawei collaboration [14] Carbon Fiber Industry - Jilin Chemical Fiber has made its debut with a 9.92% increase, attributed to carbon fiber applications [17] - Jilin Carbon Valley has recorded a significant 17.09% increase, linked to carbon fiber market dynamics [17] - CITIC Securities indicates that the demand for carbon fiber will rise significantly due to the mechanical arms of humanoid robots and drones [16]

Group 1 - The General Aviation ETF Huabao (159231) has seen a cumulative increase of 9% since its listing on April 29, 2025, but experienced a slight decline of 0.56% on May 14, 2025 [1] - Despite the overall market correction, some constituent stocks like Lijun Co. and Yihua Co. have shown strong performance, with Lijun Co. hitting six consecutive trading limits and Yihua Co. rising over 4% [1] - The General Aviation Index has had varied performance over the past five years, with significant annual changes: 53.02% in 2020, 3.92% in 2021, -26.60% in 2022, 0.46% in 2023, and 21.18% in 2024 [3] Group 2 - The military aircraft sector is benefiting from increasing global military trade due to rising geopolitical uncertainties and security demands, with Chinese military products being competitive in terms of cost and technology [3] - The regional situation provides practical validation for Chinese military equipment, enhancing its hard power and positioning Chinese military enterprises to benefit from the expanding international military trade market [3] - The civil aviation sector is seeing developments such as the establishment of a low-altitude economy fund in Sichuan, aimed at attracting more social capital for investments in helicopter and eVTOL infrastructure [4] Group 3 - The low-altitude economy is emerging as a new paradigm for urban transportation, supported by policy changes and infrastructure development, which is expected to accelerate the formation of a trillion-level industry cluster [4] - The General Aviation ETF Huabao (159231) covers various sectors including low-altitude economy, military-civil integration, large aircraft, commercial space, and flying cars, focusing on technological barriers and core commercialization aspects [4] - The defense and military industry is the largest sector within the General Aviation Index, accounting for 58.6% of its weight as of May 13, 2025 [5]

（原标题：揭秘涨停 | 这一板块掀起涨停潮） （原标题：揭秘涨停丨这一板块掀起涨停潮） 15股封单资金超1亿元。 从连续涨停天数看，非ST股中，成飞集成、利君股份、天箭科技斩获5连板；苏州龙杰、迎丰股份实现 3连板。ST股中，*ST和科今日7连板；*ST创兴和*ST亚振均收获6连板。 以封单金额计算，15股封单资金超1亿元。成飞集成遥遥领先，封单金额高达10.32亿元；苏州龙杰、恒 而达封单资金分列第二、第三，金额分别为6.51亿元、2.11亿元。 成飞集成昨日发布股票交易异常波动公告，表示董事会确认公司没有任何应予以披露而未披露的事项。 请投资者理性投资，注意风险。 值得关注的是，今日多家涉及跨境电商、港口航运概念的上市公司相继涨停，包括外贸与跨境电商概念 的酷特智能、盛泰集团、青岛金王，港口航运板块的连云港、宁波海运、凤凰航运、宁波远洋等。 消息面上，近日中美经贸高层会谈取得实质性进展，大幅降低双边关税水平，对相关板块形成提振。 龙头点睛： 涨停战场： 成飞集成封单资金逾10亿元 据证券时报·数据宝统计，从收盘涨停板封单量看，*ST金科、苏州龙杰、协鑫集成排名前三，依次为 65.75万手、49.85万手、 ...

Mergers and Acquisitions - China Medical plans to acquire 100% equity of Jinsui Technology for 302 million yuan, with Jinsui's core business being e-commerce operations and brand authorization for Philips personal health products [1] - Sunshine Nuohuo intends to purchase 100% equity of Jiangsu Langyan Life Science Technology through share issuance and convertible bonds, focusing on high-end chemical drugs and providing pharmaceutical production services [2] - Yunnan Copper is planning to acquire 40% equity of Liangshan Mining from its parent company, with the stock suspension expected to last no more than 10 trading days [3] Share Buybacks and Increases - Haizheng Pharmaceutical intends to repurchase shares worth between 50 million and 100 million yuan for an employee stock ownership plan, with a maximum repurchase price of 13 yuan per share [4] - Tianqiao Hoisting's controlling shareholder plans to increase holdings between 75 million and 150 million yuan, with a maximum purchase price of 5 yuan per share [5] - China Railway Industry's controlling shareholder plans to increase holdings between 160 million and 300 million yuan, with a limit of 2% of the total share capital [6] Stock Market Activity - Chunguang Technology's stock has seen a significant increase of 59.76% over six trading days, indicating potential irrational market speculation [7] - Lijun Co. confirms normal operations and no undisclosed significant matters despite stock price fluctuations exceeding 20% [8][9] - Tongwei Co. executives plan to reduce their holdings by a total of 22,200 shares due to personal financial needs, representing 0.1016% of the total share capital [10]

Group 1 - The US and China have committed to a series of measures by May 14, 2025, including modifying and canceling tariffs on each other's goods and suspending or canceling non-tariff countermeasures [1] - The People's Bank of China and four other departments have proposed increased support for the marine industry, commercial aerospace, and the integration of key digital technologies like blockchain and artificial intelligence in Nansha [2] - Sichuan has proposed to accelerate the implementation of the province's first invasive brain-computer interface surgery and support its inclusion in the medical service system, aiming for key breakthroughs in the industrial chain by 2027 [3] Group 2 - Morgan Stanley's report indicates that US hedge funds increased their bullish bets on Chinese stocks last week while reducing positions in Thailand, India, and Australia [4] - China has launched a special campaign to combat the smuggling and export of strategic minerals, with recent actions including the implementation of export controls on heavy rare earths [5] - Zhaowei Electromechanical announced that its shareholder Qingmo Investment plans to reduce its stake by no more than 1.5% [6] - China CRRC recently signed significant contracts totaling 54.74 billion yuan [6] - Lijun Co., which has seen four consecutive trading limit increases, stated that its current operating conditions are normal and there are no undisclosed significant matters [6] - Kweichow Moutai has no plans for a Hong Kong listing at this time [6]

| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 302132 | 中航成 飞 | 20.01 | 18.29 | 104992.50 | 10.78 | | 002179 | 中航光 电 | 3.40 | 2.26 | 17589.78 | 8.83 | | 301302 | 华如科 技 | 19.98 | 17.87 | 13512.50 | 33.44 | | 002651 | 利君股 份 | 9.96 | 20.34 | 13470.51 | 12.61 | | 301311 | 昆船智 能 | 20.02 | 21.68 | 9980.44 | 26.25 | | 603809 | 豪能股 份 | 5.52 | 9.97 | 4780.18 | 3.53 | | 002560 | 通达股 | 2.16 | 27.22 | 4602.55 | 4.94 | 截至5月12日收盘，成飞概念上涨5.77%，位居概念板块涨 ...

Company Announcements - Zhaowei Electromechanical plans to reduce its shareholding by no more than 1.5%, equating to approximately 3.6 million shares [1] - China CNR Corporation has signed several major contracts totaling approximately 54.74 billion yuan, representing about 22.2% of its expected revenue for 2024 [2] - Yunnan Copper is planning to acquire a 40% stake in Liangshan Mining, leading to a temporary suspension of its stock [2] - Sunshine Nuohua intends to acquire 100% of Langyan Life, with its stock set to resume trading [3] - Wolong Materials is planning to issue H-shares and apply for a listing on the Hong Kong Stock Exchange [3] - Hanyu Pharmaceutical has signed a joint development agreement for a novel peptide drug targeting metabolic diseases [3] - Lijun Co. confirms that its operations are normal and there are no undisclosed significant matters [3] Investments & Acquisitions - China Medical plans to acquire 100% of Jinsui Technology for 302 million yuan [4] - Shuangyi Technology intends to acquire 100% of Marky Industries for 18 million AUD, along with specific assets [5] Strategic Partnerships - Sileck has signed a strategic cooperation agreement with Lihua Power for the development of large cylindrical batteries [6] - Hongchang Technology plans to invest 15 million yuan in a humanoid robot industry chain company [7] - Macroview Technology is establishing a wholly-owned subsidiary focused on artificial intelligence [8] - Yihua Jiaye has signed a strategic cooperation framework agreement with Hanyu Pharmaceutical and Hanyu Health to develop a sleep health ecosystem [9] - Wanda Film is investing in Lezi Tiancheng and will engage in strategic cooperation in IP toy product development [10] Shareholding Changes - Tiandi Online's controlling shareholder is transferring 6.97% of its shares to introduce a strategic investor [12] - Longjiang Transportation plans to reduce its shareholding by no more than 3% [13] - Boyun New Materials intends to reduce its shareholding by no more than 3% [14] - Tongrun Equipment's major shareholder plans to reduce its stake by no more than 2% [15] Financing & Capital Increase - Tangyuan Electric plans to raise no more than 864 million yuan through a private placement [16] - Shangsheng Electronics intends to issue convertible bonds to raise up to 330 million yuan [17] Other Developments - Xianju Pharmaceutical has obtained a domestic production registration certificate for Dydrogesterone tablets [18] - Rongchang Bio has received a clinical trial application acceptance notice for its antibody-drug conjugate RC278 [19] - Jiangsu Leili's subsidiary Dingzhi Technology is implementing a stock incentive plan [20]

证券代码：002651 证券简称：利君股份 公告编号：2025-12 成都利君实业股份有限公司 股票交易异常波动公告 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 陈述或重大遗漏。 2、近期不存在公共媒体报道了可能或已经对本公司股票交易价格产生较大影响的未公开 重大信息； 3、公司经营情况及内外部经营环境未发生重大变化； 4、公司、实际控制人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、公司实际控制人在本公司股票交易异常波动期间未买卖公司股票。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据深交所《股票上市规则》等有关规定应予以 披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等；董事会也未获悉本公司有 根据深交所《股票上市规则》等有关规定应予以披露而未披露的、对本公司股票及其衍生品种 交易价格产生较大影响的信息；公司前期披露的信息不存在需要更正、补充之处。 一、股票交易异常波动的情况介绍 成都利君实业股份有限公司（以下简称"公司"或"本公司"），证券简称：利君股份，股 票代码：002651，公司股票于2 ...