Core Insights - The 2025 China Smart Energy Conference and Exhibition focuses on energy equipment such as wind, solar, storage, and hydrogen, showcasing advancements in energy digitalization and intelligence [1] Company Insights - Jinshi Technology presented its hybrid energy storage architecture and all-scenario solutions, combining energy-type lithium-ion batteries with power-type supercapacitor systems to enhance economic benefits and improve grid frequency regulation and power quality [1] - Jinshi Technology's hybrid storage system utilizes dynamic power distribution and intelligent scheduling through core algorithms, with supercapacitors handling transient high power and lithium batteries ensuring long-term energy output, thus improving frequency modulation efficiency and extending system life [1] - Jinshi Technology's core business has shifted to energy storage, with energy storage equipment revenue reaching 258 million yuan in 2024, accounting for 68.70% of total revenue, while energy storage safety solutions contributed 114 million yuan, representing 30.24% [2] - Jinshi Technology's subsidiary, Qianye Technology, focuses on lithium-ion battery thermal runaway monitoring and fire prevention research, indicating a comprehensive approach to energy storage safety [2] - Zhongzi Technology showcased its "source-network-load-storage" comprehensive energy management system, expanding its business from gasoline vehicle exhaust purification catalysts to energy storage solutions, with revenue from energy storage and related services exceeding 80 million yuan in 2024 [3] Industry Insights - In 2024, China's energy storage industry experienced significant growth, with 109.8 GWh of new energy storage capacity added, bringing the total installed capacity to 184.2 GWh, surpassing pumped storage for the first time [3] - East China Securities noted a rebound in terminal energy storage system prices since the second quarter of last year, driven by demand in emerging markets and the core drivers of energy storage installations being consumption, profitability, and electricity reliability [3]

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]

Group 1 - Trump threatens to impose high tariffs on copper and pharmaceuticals, with a potential 200% tariff on imported drugs and a 50% tariff on copper starting from August 1, 2025 [3][4] - The State Council issued an opinion on enhancing the mechanism for efficiently completing key tasks, emphasizing the management of key task lists and inter-departmental collaboration [3][4] Group 2 - GAC Fiat announced bankruptcy, marking a significant event in the automotive industry [9] - Huayin Electric has seen a significant trading volume, with an 80.95% turnover rate over the past six trading days, indicating heightened investor interest [10] - Juhua Co. expects a net profit increase of 136% to 155% year-on-year for the first half of the year, reflecting strong financial performance [13] - Shenhua Development anticipates a net profit increase of 732.89% to 830.88% year-on-year for the first half of 2025, indicating robust growth [20]

Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding their operational status and significant developments. Group 1: Company Announcements - Jinshi Technology (002951) stated that it has not engaged in any business related to stablecoins and confirmed no undisclosed significant matters [3] - New Asia Electronics (605277) reported that revenue from its "lotus core structure" technology application is less than 3.31% of total revenue, and the technology has not yet been mass-produced [4] - New Zhonggang (605162) confirmed that its main business has not undergone significant changes and its operational status remains normal [6] - Zhuoyue New Energy (688196) plans to invest 700 million yuan in a bioenergy project in Thailand, which includes a biodiesel production line with an annual capacity of 300,000 tons [7] - Zhengfan Technology (688596) intends to acquire 62.23% of Han Jing Semiconductor, aiming to enhance its competitiveness in the semiconductor sector [8] - Alliance Electronics (688311) announced that five shareholders plan to transfer 3.68% of the company's shares through a pricing inquiry [9] - Xinpeng Co., Ltd. (002328) reported that its subsidiary's investment project has been listed on the STAR Market [10] - Bayi Shikong (688181) is expanding into edge computing services, partnering with China Broadcasting Network [12] - Dafu Technology (300134) plans to invest up to 100 million yuan in Anhui Yunta Electronics [14] - Jinchengzi (688291) noted that revenue from its laser 3D printing control systems will account for less than 2% of total revenue in 2024 [15] - Dazhi (601519) confirmed that its daily operations are normal and there are no significant changes [16] - Senlin Packaging (605500) clarified that its consumer packaging business currently represents a small portion of its overall operations [17] - Guangyunda (300227) intends to acquire 56.0299% of Yilian Unlimited for 352 million yuan [18] - Xinning Electric (301388) reported no significant changes in its operational environment [19] - Shangwei New Materials (688585) announced progress in its controlling shareholder's control change plan [20] - Yong'an Futures (600927) confirmed no undisclosed significant information [21] Group 2: Performance Reports - Jingji Zhino (000048) reported June sales of 176,400 pigs, generating revenue of 310 million yuan [23] - Kemin Foods (002661) noted a 111.22% year-on-year increase in June sales revenue from its subsidiary [24] - Lihua Co., Ltd. (300761) reported a 21.3% year-on-year decline in June chicken sales revenue [25] - Xiaoming Co., Ltd. (300967) experienced a 182.52% year-on-year increase in June chicken product sales revenue [26] - Tiankang Bio (002100) reported a 19.53% year-on-year decline in June pig sales revenue [27] - Shen Shen Fang A (000029) expects a net profit increase of 1411.7% to 2034.17% for the first half of the year [29] - Juhua Co., Ltd. (600160) anticipates a net profit increase of 136% to 155% for the first half of the year [30] - Jieshun Technology (002609) expects a net profit increase of 105.68% to 193.82% for the first half of the year [31] - Haopeng Technology (001283) forecasts a net profit increase of 228.03% to 271.77% for the first half of the year [32] - Dajin Heavy Industry (002487) expects a net profit increase of 193.32% to 227.83% for the first half of the year [33] - Huace Navigation (300627) anticipates a net profit increase of 27.37% to 33.34% for the first half of the year [34] - Yatai Co., Ltd. (002284) expects a net profit increase of 81.97% to 101.13% for the first half of the year [35] - Huagong Technology (000988) forecasts a net profit increase of 42.43% to 52.03% for the first half of the year [36] - Shangwei Co., Ltd. (603333) expects a net loss of 27 million to 35 million yuan for the first half of the year [37] Group 3: Major Contracts and Share Transactions - Hongyuan Green Energy (603185) signed a cooperation agreement with Jiangsu Shunfeng Photovoltaic Technology [38] - Pulite (002324) announced a procurement contract for a 30MWh sodium-ion battery energy storage system [40] - Hisense Home Appliances (000921) plans to increase its shareholding by 6.92 million to 13.86 million shares [41] - Yanpai Co., Ltd. (301081) intends to increase its shareholding by 17 million to 34 million yuan [42] - Yuanzu Co., Ltd. (603886) announced a plan to reduce its shareholding by up to 1% [43] - 吉祥航空 (603885) plans to reduce its shareholding by up to 1% [44] - Jin Domain Medical (603882) intends to reduce its shareholding by up to 1% [45] - Chao Tu Software (300036) announced plans for its controlling shareholder to reduce its shareholding by up to 2.01% [46] - Xintong Lian (603022) plans to reduce its shareholding by up to 3% [47] - Dongfang Zhongke (002819) intends to reduce its shareholding by up to 3% [48] - Shuo Beid (300322) plans to repurchase shares worth 20 million to 30 million yuan [49]

7月8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】 二连板金时科技：公司未开展任何与稳定币概念相关的业务 二连板金时科技(002951)披露股票交易异动公告称，截至目前，公司未开展任何与稳定币概念相关的业 务。经查询，公司及控股股东、实际控制人不存在关于公司的应披露而未披露的重大事项，也不存在与 公司相关的应披露而未披露处于筹划阶段的重大事项。 4天3板新亚电子：公司"藕芯结构"技术应用产品所产生的营收占比较小 4天3板新亚电子(605277)披露股票交易风险提示公告称，近期公司"藕芯结构"技术解决方案受市场关注 较大，该项技术应用在公司高频高速铜缆连接线-PCle系列产品所产生的营收占比不足3.31%（数据来 源：公司2024年年度报告），应用在高速铜缆外部线上目前尚未量产。截至目前，公司主营业务、生产 经营情况及经营环境与前期披露的信息相比，未发生重大变化，公司不存在应披露而未披露的重大事 项。 三连板新中港：公司主营业务未发生重大变化 三连板新中港(605162)披露股票交易风险提示公告称，公司采用热电联产的方式进行热力产品、电力产 品和压缩空气 ...

四川金时科技股份有限公司 证券代码：002951 证券简称：金时科技 公告编号：2025-051 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、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 四川金时科技股份有限公司（以下简称"公司"）股票（股票简称：金时科技， 股票代码：002951）交易价格连续三个交易日（2025 年 7 月 4 日、2025 年 7 月 7 日、 2025 年 7 月 8 日）收盘价格涨幅偏离值累计超过 20.00%，根据深圳证券交易所的有 关规定，属于股票交易异常波动的情况。 根据相关规定的要求，针对公司股票交易异常波动，公司对有关事项进行了核 查，并问询了公司控股股东及实际控制人，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒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、公司目前经营情况正常，内外部经营环境未发生重大变化； 4、经查询，公司及控股股东、实际控制人不存在关于公司的应披露而未披露的 重大事项，也不存在与公司相关的应披露而未披露处于筹划 ...

证券代码：002951 证券简称：金时科技 公告编号：2025-050 四川金时科技股份有限公司 关于为控股子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整、没有虚假 记载、误导性陈述或重大遗漏。 一、担保情况概述 为支持子公司的发展，满足其生产经营需要，四川金时科技股份有限公司（以 下简称"公司"）于 2025 年 6 月 24 日召开第三届董事会第十五次会议，审议通过 了《关于为控股子公司提供担保的议案》，同意为控股子公司四川千页科技股份有 限公司（以下简称"千页科技"）提供最高本金不超过 3,500 万元人民币的保证担 保。具体内容详见公司于 2025 年 6 月 25 日在指定信息披露媒体和巨潮资讯网 （www.cninfo.com.cn）上披露的《关于为控股子公司提供担保的公告》（公告编号： 2025-045）。 二、担保进展概况 近日，公司分别与成都农村商业银行股份有限公司青龙支行、永赢金融租赁有 限公司签署了《保证合同》，具体情况如下： 单位：万元 | 担保方 | 被担保方 | 本次担保签约金融机构 | 担保方式 | 担保金额 | 担保期限 | 是否关 联担保 ...

New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]

证券代码：002951 证券简称：金时科技 公告编号：2025-049 四川金时科技股份有限公司 关于控股子公司股权变动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整、没有虚假 记载、误导性陈述或重大遗漏。 一、交易概述 2021 年 9 月，四川金时科技股份有限公司（以下简称"公司"）与深圳经纬晨 旭咨询合伙企业（有限合伙）（以下简称"经纬晨旭"）共同投资设立深圳金时材 料科技有限公司（以下简称"深圳金时"），其中公司出资 2,550.00 万元，持有深 圳金时 51.00%股权；经纬晨旭出资 2,450.00 万元，持有深圳金时 49.00%股权。具 体内容详见公司于 2021 年 9 月 18 日披露的《关于对外投资设立控股子公司的公告》 （公告编号：2021-061）。 近日，公司与经纬晨旭签署《股权转让协议》，经协商一致，公司拟以 1.00 元 的价格受让经纬晨旭持有的深圳金时 49.00%股权。交易完成后，深圳金时将成为公 司的全资子公司。 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指 引第 1 号——主板上市公司规范运作》及《四川金时科技股份有限公司章程 ...

四川金时科技股份有限公司 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、完整、没有虚假 记载、误导性陈述或重大遗漏。 证券代码：002951 证券简称：金时科技 公告编号：2025-048 2、公司未发现近期公共传媒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、公司目前经营情况正常，内外部经营环境未发生重大变化； 4、经查询，公司及控股股东、实际控制人不存在关于公司的应披露而未披露的 重大事项，也不存在与公司相关的应披露而未披露处于筹划阶段的重大事项； 5、经查询，股票异常波动期间控股股东、实际控制人未买卖本公司的股票。 三、不存在应披露而未披露信息的说明 公司董事会确认：本公司目前没有任何根据《深圳证券交易所股票上市规则》 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《深圳证券交易所股票上市规则》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； 一、股票交易异常波动的情况介绍 四川金时科技股份有限公司（以下简称"公司"）股票（股票简称：金时科技， 股票代码： ...