Focus Events - The 20th Central Committee's Fourth Plenary Session will be held in October in Beijing, focusing on the report of work and the formulation of the 15th Five-Year Plan for national economic and social development [1] Macro News - The average interest rate for newly issued commercial housing loans in Q2 2025 is 3.09% [18] - The Ministry of Agriculture and Rural Affairs is guiding the orderly elimination of low-yield dairy cows and enhancing support for large-scale breeding enterprises [18] Company Focus - Feilong Co., Ltd. is expanding into the robotics industry, collaborating with several vehicle manufacturers on product development [20] - Yonghui Supermarket plans to raise up to 3.992 billion yuan through a private placement for store upgrades and logistics improvements [21] - WuXi AppTec is issuing new H-shares at a price of 104.27 HKD per share, aiming to raise approximately 7.7 billion HKD [23] - China Shipbuilding Emergency Response received a warning and a fine of 4 million yuan for information disclosure violations, with its stock being marked as ST [25] - Hongxiang Co., Ltd.'s actual controller has been released on bail [27] - A stock of Upwind New Materials has been suspended for review after a 1083.42% increase in price over 16 trading days [29] - CATL reported a net profit of 30.5 billion yuan for the first half of 2025, a 33% year-on-year increase [31] - XGIMI expects a 2062.33% increase in net profit for the first half of 2025 [33] - Zhiwei Intelligent reported a net profit of 102 million yuan for the first half of 2025, an 80.08% increase [34] - Jinhai Biological reported a net profit of 138 million yuan for the first half of 2025, a 51.52% increase [34] - Lideman is planning to acquire control of Xiansheng Xiangrui [36] - San Chao New Materials is planning a change in control, with stock suspension starting July 31 [36] - Digital Certification will change its controlling shareholder to Beijing Data Group [37] - Jin Orange is planning to acquire 55% of Samit [37] - Taotao Vehicle announced a strategic cooperation agreement with Yushu Technology for market expansion in robotics [38] - China State Construction recently secured 9 major projects totaling 28.33 billion yuan [40] - Yangtze Power plans to invest approximately 26.6 billion yuan in the Gezhouba shipping capacity expansion project [42] - Changying Precision has established partnerships with several leading humanoid robot brands [44]

金橙子：筹划购买萨米特光电55%股权 金橙子公告，公司正在筹划以发行股份及支付现金的方式购买长春萨米特光电科技有限公司55%的股权，同时拟募集配套资金。本次交易预计不构成重大 资产重组，不构成公司关联交易，不会导致公司实控人变更。公司股票自2025年7月31日开市起停牌。 特宝生物：子公司收购Skyline Therapeutics Limited部分资产完成交割 特宝生物公告，全资子公司厦门伯赛基因转录技术有限公司收购Skyline Therapeutics Limited部分资产，收购范围包括Skyline Therapeutics Limited及其下属 公司的资产。2025年7月29日（开曼群岛时间2025年7月28日），本次交易已完成交割。 每经记者｜王琳 每经编辑｜程鹏 魏官红 并购重组 业绩披露 宁德时代：上半年归母净利润同比增长33.02% 宁德时代披露半年度报告，2025年上半年实现营业收入1788.86亿元，同比增加7.27%；归母净利润305.12亿元，同比增长33.02%。 金河生物：上半年归母净利润同比增长51.52% 金河生物披露半年度报告，公司2025年上半年实现营业收入为13. ...

金河生物2025半年报 ...

Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding operational updates, financial performance, and corporate governance changes. Group 1: Corporate Announcements - Happiness Blue Sea expects that the film "Nanjing Photo Studio" will not have a significant impact on its operating performance due to its low investment ratio [3] - Changjiang Electric Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project, with a total construction period of 91 months [4][5] - Yunnan City Investment elected Cui Kai as the new chairman following the resignation of Kong Weiran [6] - San Chao New Materials is planning a change in control, leading to a temporary suspension of its stock [7] - Hongxiang Co., Ltd.'s actual controller Yang Cheng has been granted bail pending trial, but this will not affect the company's daily operations [8] - Digital Certification will change its controlling shareholder to Beijing Data Group following a transfer of state-owned shares [9] - Pengding Holdings reported normal recent operations with no undisclosed significant matters [10] - Dongjie Intelligent is undergoing a potential change in its actual controller due to a planned transfer of fund shares [11] - Jin Chengzi is planning to acquire 55% of Samit’s equity, leading to a temporary stock suspension [13] - Dongxin Co., Ltd. has not yet generated revenue from its newly developed chip products [14] - Hehua Co., Ltd. is planning a change in control, with stock suspension expected [15] Group 2: Financial Performance - CATL reported a 33.02% year-on-year increase in net profit for the first half of the year, with total revenue of 178.886 billion yuan [18] - XGIMI expects a net profit of 88.6622 million yuan for the first half of the year, a significant increase of 2062.33% [19] - Changjiang Electric Power achieved a net profit of 12.984 billion yuan in the first half of the year, up 14.22% year-on-year [20] - Jinhe Biological reported a net profit of 138 million yuan for the first half of the year, a 51.52% increase [21] - Nanchip Technology anticipates a net profit decrease of 35.09% to 47.03% for the first half of the year, despite revenue growth [22] Group 3: Project and Contract Updates - Tengda Construction won a bid for the Taizhou Luqiao District Jin Qing Fishing Port shore protection project, with a bid amount of 56.0634 million yuan [23] - Sinopec Oilfield Services won a construction contract worth 3.597 billion yuan for a natural gas pipeline project [24] Group 4: Shareholding Changes - Hato Co., Ltd. announced that its shareholder Dazheng Group plans to reduce its stake by up to 1% [25] - Jiangbolong's actual controller and some directors committed not to reduce their holdings within 12 months [26] - Wansheng Co., Ltd. announced a planned reduction of up to 500,000 shares by a shareholder [27] - Desheng Technology's actual controller plans to reduce holdings by up to 3% [28] - Guangwei Composite's controlling shareholder intends to reduce its stake by up to 1.21% [30] Group 5: Fundraising Activities - Yonghui Supermarket plans to raise up to 3.992 billion yuan through a private placement to fund store upgrades and logistics improvements [31]

Important Announcements - Company Shouwei New Materials will suspend trading for inspection on July 31, 2025, due to abnormal stock price fluctuations from July 9 to July 30, 2025 [2] - Company XGIMI Technology expects a net profit attributable to shareholders of 88.66 million yuan for the first half of the year, a year-on-year increase of 2062.33% [4] - Company Yuntian Lifei has submitted an application for H-share issuance and listing [5] - Company Huaheng Biological is planning to issue H-shares and list on the Hong Kong Stock Exchange [6] - Company Hehua Co., Ltd. is planning a change in control, leading to a suspension of trading [10] Financial Performance - Company Dingtong Technology reported a net profit of 115 million yuan for the first half of the year, a year-on-year increase of 134.06%, with a proposed cash dividend of 2 yuan per 10 shares [7] - Company Jinhai Biological achieved a net profit of 138 million yuan in the first half of the year, a year-on-year increase of 51.52% [13] - Company Hisense Home Appliances reported a net profit of 2.077 billion yuan for the first half of the year, a year-on-year increase of 3.01% [14] Corporate Actions - Company Nanxin Pharmaceutical is planning to acquire a domestic pharmaceutical technology asset group, but there is significant uncertainty regarding the completion of this acquisition [3] - Company Jinchengzi is planning to acquire 55% of the shares of Changchun Samit Optoelectronics Technology Co., Ltd., leading to a suspension of trading [9] - Company San Chao New Materials is also planning a change in control, resulting in a trading suspension [11] Project Investments - Company Changjiang Electric Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba Navigation Capacity Expansion Project [8]

（文章来源：证券日报） 证券日报网讯 7月30日晚间，金河生物发布2025年半年度报告摘要称，公司2025年半年度实现营业收入 为1，390，257，781.02元，同比增长30.45%；实现归属于上市公司股东的净利润为137，918，599.30 元，同比增长51.52%。 ...

Group 1: Company Announcements - Upwind New Materials will suspend trading for stock review starting July 31, 2025, due to abnormal price fluctuations from July 9 to July 30, 2025 [2] - XGIMI Technology expects a net profit attributable to shareholders of 88.66 million yuan for the first half of 2025, a year-on-year increase of 2062.33% [4] - CloudWalk Technology has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [5] - Huaheng Biological is planning to issue H-shares and list on the Hong Kong Stock Exchange [6] - Hehua Co., Ltd. is undergoing a control change process, leading to a stock suspension starting July 31, 2025 [9] Group 2: Financial Performance - DingTong Technology reported a net profit of 115 million yuan for the first half of 2025, a year-on-year increase of 134.06%, with a proposed cash dividend of 2 yuan per 10 shares [7] - Jinhe Biological achieved a net profit of 138 million yuan in the first half of 2025, a year-on-year increase of 51.52% [12] - Hisense Home Appliances reported a net profit of 2.077 billion yuan for the first half of 2025, a year-on-year increase of 3.01% [13] Group 3: Corporate Developments - Nanxin Pharmaceutical is planning to acquire a domestic pharmaceutical technology asset group, but there is significant uncertainty regarding the completion of this acquisition [3] - Jinchengzi is planning to acquire 55% of the equity of Changchun Samit Optoelectronics Technology Co., Ltd., leading to a stock suspension starting July 31, 2025 [8] - SanChao New Materials is also planning a control change, resulting in a stock suspension starting July 31, 2025 [10] Group 4: Industry Developments - Changjiang Electric Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba Navigation Capacity Expansion Project, with a total construction period of 91 months [8] - Yonghui Supermarket intends to raise no more than 3.992 billion yuan through a private placement to upgrade stores and logistics [8]

新京报贝壳财经讯7月30日，金河生物（002688）公告，2025年上半年公司实现营业收入13.9亿元，同 比增长30.45%，归母净利润1.38亿元，同比增长51.52%。公司计划不派发现金红利，不送红股，不以公 积金转增股本。 ...

7月30日晚间，金河生物(002688)发布2025年半年报。期内，公司实现营业收入13.90亿元，同比增长 30.45%；实现归属于上市公司股东的净利润1.38亿元，同比增长51.52%，收入和利润规模均创半年度业 绩历史新高。 公司方面表示，业绩增长主要是兽用化学药品板块销售持续向好，主要产品金霉素内外销市场销量齐 增，特别是海外市场销量继续增长。化药板块业绩迅速增长是公司本期整体业绩大幅提升的主要原因。 同时，公司在营业收入增加的情况下，受玉米等原材料价格下降的影响，营业成本增长幅度小于营业收 入增长幅度，整体毛利率较上年同期增加1.25个百分点。 据介绍，公司兽用化药产品在中国、美国、加拿大、欧洲、南美、东南亚、印度、越南等国家和地区养 殖业中得到广泛使用。国内方面，去年10月，公司金霉素预混剂产品增加靶动物绵羊羔羊获农业农村部 批准增加了新的应用场景和适用空间。随着下游生猪养殖端盈利状况改善，市场需求回暖，公司通过大 力拓展销售渠道，实现了金霉素国内市场占有率和渗透率的进一步提升。与此同时，海外市场量价齐 增，美国市场价格上调后客户接受程度较高，销售量继续增长，并对其他海外市场产生一定的辐射带动 效 ...

Group 1 - Company Shenzhou New Materials has experienced multiple instances of abnormal stock trading fluctuations and will be suspended from trading starting July 31, 2025, for up to three trading days [1] - The stock price of Shenzhou New Materials has increased over 1288% this year, making it the first tenfold stock of 2025 [1] - Company Yangtze Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project, with funding sourced from its own funds [2] - Yonghui Supermarket intends to raise no more than 3.992 billion yuan through a private placement of A-shares for store upgrades and logistics improvements [3] Group 2 - Chipsea Technology is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international strategy and competitiveness [4] - Zhongwang Software is facing a copyright infringement lawsuit from Autodesk in a California federal court, with the amount in dispute yet to be determined [5] - Jinchengzi is planning to acquire 55% of the equity of Changchun Samit Optoelectronics Technology Co., Ltd., and will suspend trading starting July 31, 2025, for up to ten trading days [6] - Nanxin Pharmaceutical is in the process of planning the acquisition of a domestic pharmaceutical technology asset group, with significant uncertainty regarding whether it constitutes a major asset restructuring [7] Group 3 - Huaheng Biological is preparing to issue H-shares and list on the Hong Kong Stock Exchange to advance its global strategy [9] - Sanchao New Materials is planning a change in company control and will suspend trading starting July 31, 2025, for up to two trading days [10] - Digital Certification's controlling shareholder will change to Beijing Data Group following a transfer of state-owned shares [11] - Hongxiang Co., Ltd.'s actual controller has been placed under residential surveillance, but this will not affect the company's normal operations [12]