2.其他需要提示的事项 1.公告基本信息 ■ 广发基金管理有限公司（以下简称"本公司"）决定自2025年8月1日起，广发聚财信用债券型证券投资基 金（以下简称"本基金"）调整投资者单日单个基金账户申购（含定期定额和不定额投资）及转换转入本 基金的业务限额为30,000,000.00元。即如投资者单日单个基金账户申购（含定期定额和不定额投资）及 转换转入本基金的申请金额大于30,000,000.00元，则30,000,000.00元确认成功，超过30,000,000.00元 （不含）金额的部分将有权确认失败；如投资者单日单个基金账户多笔累计申购（含定期定额和不定额 投资）及转换转入本基金的金额大于30,000,000.00元，按申请金额从大到小排序，本公司将逐笔累加至 30,000,000.00元的申请确认成功，其余超出部分的申请金额本公司有权确认失败。 投资者通过多家销售渠道的多笔申购（含定期定额和不定额投资）及转换转入申请将累计计算，不同份 额的申请将单独计算限额，并按上述规则进行确认。 如有疑问，请拨打本公司客户服务热线95105828或020-83936999，或登录本公司网站 www.gffunds. ...

华西证券（002926）宏观固收团队相关研报披露的第三方债基申赎数据验证了这位基金经理的说法，7 月21日以来，公募债基净申购指数持续为负，24日已扩张至-29.2，显示公募债基遭遇去年"9·24"行情之 后的最大单日赎回。华泰证券固收研报显示，7月22日-7月24日基金已连续3个交易日净卖出债券，累计 净卖出规模超1200亿元。 从微观层面看，7月以来，债券基金因出现大额赎回并调整基金份额净值精度的公告相比之前大幅增 加。据不完全统计，7月以来因发生大额赎回而发布份额净值精度调整公告的基金多达42只。仅7月21日 以来，遭遇大额赎回的基金就有15只。而6月，仅有22只基金因发生大额赎回而发布份额净值精度调整 公告。 债券基金经理王飞（化名）又一次踏入机构客户的大门——这已是近10天内，他第3次拜访机构，只为 恳请客户暂缓或分批赎回自己管理的债券基金。 故事的背后是债券基金又一次出现"赎回风暴"。7月24日债市大幅回调引发连锁反应，公募债基创去 年"9·24"行情后最大单日赎回规模纪录，基金连续3个交易日累计净卖出债券超1200亿元。7月以来，更 有40余只债基因大额赎回而被迫调整基金份额净值精度。 股债"跷 ...

华西证券股份有限公司 2024 年面向专业投资者公开发行公司债券（第三期） 2025 年付息公告 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。 证券简称：华西证券 证券代码：002926 公告编号：2025-031 债券代码：148839 债券简称：24 华股 03 重要提示： 债券简称：24 华股 03 2．债券名称：华西证券股份有限公司 2024 年面向专业投资者公开发行公 司债券（第三期）。 3．债券简称：24 华股 03 债券代码：148839 债权登记日：2025 年 8 月 4 日 付息日：2025 年 8 月 5 日 计息期间：2024 年 8 月 5 日至 2025 年 8 月 4 日 2024 年面向专业投资者公开发行公司债券（第三期）（以下简称："本期 债券"）2025 年 8 月 5 日支付 2024 年 8 月 5 日至 2025 年 8 月 4 日期间的利 息。为保证付息工作的顺利进行，现将有关事项公告如下： 一、本期债券的基本情况 1．发行人：华西证券股份有限公司。 4．债券代码：148839 5．债券余额：人民币 20 亿元。 ...

（原标题：华西证券大宗交易成交777.75万股 成交额8049.71万元） 华西证券7月29日大宗交易平台出现一笔成交，成交量777.75万股，成交金额8049.71万元，大宗交易成 交价为10.35元，相对今日收盘价溢价0.39%。该笔交易的买方营业部为广发证券股份有限公司成都益州 大道证券营业部，卖方营业部为广发证券股份有限公司成都益州大道证券营业部。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为2.02亿元。 两融数据显示，该股最新融资余额为12.05亿元，近5日增加1.39亿元，增幅为13.08%。（数据宝） 7月29日华西证券大宗交易一览 | 成交 | 成交金 | | 相对当 | | | | --- | --- | --- | --- | --- | --- | | 量 | 额 | 成交价 | 日 | | | | （万 | （万 | 格 （元） | 收盘折 溢价 | 买方营业部 | 卖方营业部 | | 股） | 元） | | （%） | | | | 777.75 | 8049.71 | 10.35 | 0.39 | 广发证券股份有限公司成都益州大 | 广发证券股份有限公司成都益州大 ...

7月29日，华西证券大宗交易成交777.75万股，成交额8049.71万元，占当日总成交额的11.29%，成交价10.35元，较市场收盘 价10.31元溢价0.39%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-07-29 | 002926 | 华西证券 | 10.35 | 777.75 | | 8,049.71广发证券股份有限 | 广发证券股份有限 | | | | | | | | 公司成都益州大道 | 公司成都益州大道 | | | | | | | | 证券营业部 | 证券营业部 | ...

Core Viewpoint - The company, Chengdu Lihang Technology Co., Ltd., is utilizing part of its idle raised funds to temporarily supplement its working capital, ensuring that this does not affect the normal progress of its investment projects [1][5][6]. Summary by Sections 1. Basic Situation of Fundraising - The company issued 19.25 million shares at a price of RMB 19.70 per share, raising a total of RMB 379.225 million, which was verified by an accounting firm [1]. 2. Previous Use of Idle Funds - The company has previously approved the use of idle funds amounting to RMB 4.5 million and RMB 4 million for temporary working capital, both of which were returned to the special account within the stipulated time [2][3]. 3. Current Fund Usage Plan - The company plans to use up to RMB 1 million of idle funds for temporary working capital, with a usage period not exceeding 12 months, ensuring that this will not impact the investment projects [4][5]. 4. Approval Process - The decision to use idle funds was approved in the company's board and supervisory meetings, complying with relevant regulations [6][7]. 5. Verification by Sponsor Institution - The sponsor institution, Huaxi Securities, conducted a thorough review and confirmed that the company's use of idle funds adheres to regulatory requirements and will not alter the intended use of the raised funds [6][7].

（深证上〔2022〕25 鉴于吉峰三农科技服务股份有限公司（以下简称"吉峰科技"或"上市公 司"）实际控制人于近期发生变更，华西证券股份有限公司（以下简称"华西证 券"或"保荐人"）作为吉峰科技创业板向特定对象发行股票的保荐人，根据《深 圳证券交易所上市公司自律监管指引第 13 号——保荐业务》 华西证券股份有限公司关于吉峰三农科技服务股份有限公司 号）等规定，对上市公司控股股东及实际控制人、上市公司的董事、监事、高级 管理人员、中层以上管理人员及证券事务代表等人员进行了培训，具体情况如下： 一、培训时间、地点及参会人员 培训时间：2025 年 7 月 23 日 培训地点：四川省成都市郫都区现代工业港北部园区港通北二路 219 号吉峰 科技办公楼四楼会议室 授课人员：保荐代表人陈亮 参会人员：吉峰科技控股股东及实际控制人、吉峰科技的董事、监事、高级 管理人员、中层以上管理人员及证券事务代表等人员 部分人员线上参会；对于因故未能参加现场或线上培训的相关人员，保荐人 已通过吉峰科技向其提供本次培训的相关资料并提请公司督促其自学，在学习过 程中如有疑问可随时与保荐人培训人员联系。 二、培训的主要内容 本次培训主要内 ...

Group 1 - CITIC Securities expresses optimism about the A-share market, highlighting a bullish sentiment supported by the China Securities Regulatory Commission's commitment to stabilize the market [1] - The report indicates that the financing buy-in and new fund issuance are on the rise, suggesting an acceleration of incremental capital inflow due to the positive market sentiment [1] - The focus is on sectors such as pharmaceuticals, semiconductors, non-bank financials, military, and photovoltaic, with particular attention to new consumption, robotics, and AI applications [1] Group 2 - Huaxi Securities anticipates rapid iteration and volume growth for AR glasses, driven by the integration of AI models and active participation from major manufacturers [2] - Micro LED technology, a key component affecting display quality, is expected to benefit significantly from the growth of AR glasses [2] Group 3 - China Galaxy Securities predicts that the market will maintain a fluctuating high-level operation, driven by liquidity and market expectations, despite the absence of established profit signals [3] - The report notes that the financing balance has been steadily increasing since the end of June, surpassing 1.9 trillion yuan, contributing to the market's upward momentum [3] - The positive feedback loop created by the rising stock market is expected to further enhance opportunities for gains [3]

Group 1 - The State Council, led by Premier Li Qiang, is promoting free preschool education as a significant welfare initiative affecting many families, emphasizing the need for local governments to develop detailed plans and ensure timely funding [2] - The China Capital Market Society was established, with the CSRC Chairman Wu Qing as the head, marking the creation of an official think tank for the capital market [4] - The CSRC is revising the Corporate Governance Guidelines to enhance the regulatory framework for listed companies, focusing on preventing significant adverse impacts from competition and improving related party transaction oversight [5] Group 2 - The China Pesticide Industry Association is launching a three-year campaign to address issues like illegal production and disorderly competition in the pesticide industry, aiming for improved market order and product quality by 2027 [8] - The market sentiment is high, with the CSRC's commitment to stabilizing the market, indicating a potential influx of new funds as the market shows signs of recovery [17] - The A-share market is expected to challenge 2024 highs, driven by the "anti-involution" policy and positive feedback from increased public and private fund positions [26] Group 3 - The recent market rally is characterized by a rotation strategy, with a focus on sectors that have lagged behind, such as steel and construction, which are now benefiting from themes like "anti-involution" and infrastructure projects [23] - The AI industry is anticipated to enter a "computing power-driven" phase, with domestic chip and infrastructure development expected to gain momentum [22] - The current market environment suggests a preference for "rotation and supplementary gains," with an emphasis on identifying sectors that have historically performed well under similar conditions [25]

Core Viewpoint - The brokerage sector in A-shares is experiencing significant growth, with the brokerage index rising over 25% since April 8, and many brokerages reporting substantial increases in net profit for the first half of the year, driven by a recovering capital market and favorable policies [1][2][3][8]. Performance Summary - At least 28 listed brokerages have released performance forecasts for the first half of the year, with most reporting a year-on-year net profit growth exceeding 50%, and some large brokerages, such as Shenwan Hongyuan and Guotai Junan, expecting over 100% growth [2][5][6]. - The overall increase in brokerage performance is attributed to the active trading environment in the capital market, which has significantly boosted self-operated investment income and brokerage fee income [8][9]. Factors Supporting Growth - **Fundamental Support**: The active trading environment is expected to continue benefiting brokerage performance, with most brokerages forecasting net profit growth of over 50% for the second half of the year [3][13]. - **Capital Support**: The allocation of equity funds to non-bank financials has increased slightly, indicating potential for further investment in brokerages [14]. - **Policy Support**: Recent policy changes encourage brokerages to focus on improving return on equity (ROE), which may enhance their performance [15]. - **Valuation Levels**: Most brokerages have a price-to-book ratio just above 1, with only about 10 listed brokerages exceeding a ratio of 2, suggesting room for valuation growth [16]. Dividend Yield and Valuation - Several brokerages offer dividend yields above 2%, which is higher than the yield on 10-year government bonds, making them attractive for income-focused investors [1][16][18].