Market Performance - The decoration and renovation sector increased by 0.56% on August 4, with Zhengzhong Design leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Stock Performance - Zhengzhong Design (002811) closed at 12.28, up 5.32% with a trading volume of 712,700 shares and a transaction value of 865 million [1] - Other notable gainers included *ST Chuangxing (600193) up 5.04%, Kexin Development (600234) up 4.12%, and Zhongtian Jingzhuang (002989) up 3.47% [1] - Conversely, Jianghe Group (601886) fell by 1.59%, and Hainan Development (002163) decreased by 0.99% [2] Capital Flow - The decoration and renovation sector experienced a net outflow of 137 million from institutional investors, while retail investors saw a net inflow of 1.32 billion [2] - The overall capital flow indicates that retail investors are more active in this sector compared to institutional investors [2] Individual Stock Capital Flow - *ST Chuangxing (600193) had a net inflow of 14.49 million from institutional investors, while it faced a net outflow of 12.26 million from speculative funds [3] - Zhengzhong Design (002811) saw a net inflow of 82.17 million from speculative funds, indicating strong retail interest despite a net outflow from institutional investors [3] - The overall trend shows that while institutional investors are withdrawing, retail investors are actively buying into certain stocks within the sector [3]

| 代码 | 简称 | 今日涨跌 | 今日换手 | 5日均线 | 10日均线 | 5日较10日均线 | 最新价 | 较10日均线乖 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （%） | 率（%） | （元） | （元） | 距离（%） | （元） | 离率（%） | | 002052 | 同洲 | -0.77 | 2.45 | 10.71 | 10.85 | -1.25 | 10.32 | -4.85 | | | 电子 | | | | | | | | | 002989 | 中天 | -0.77 | 2.14 | 32.36 | 32.71 | -1.07 | 31.12 | -4.87 | | | 精装 | | | | | | | | | 603983 | 丸美 生物 | -2.64 | 0.70 | 39.79 | 40.17 | -0.93 | 38.69 | -3.68 | | | 格科 | | | | | | | | | 688728 | 微 | 0.46 | 0.48 | 15.71 | 15.82 | -0.68 ...

Core Viewpoint - The company Zhongtian Jingzhuang (002989) has disclosed its indirect equity holdings in several semiconductor companies, indicating a strategic interest in the semiconductor sector [1] Group 1: Equity Holdings - The company holds an indirect stake of 12.16% in Chipsea (Shanghai) Semiconductor Co., Ltd. [1] - The company has an indirect ownership of 6.71% in Shenzhen Yuanjian Zhichun Technology Co., Ltd. [1] - The company possesses an indirect stake of 8.50% in Hefei Xinfeng Technology Co., Ltd. [1]

金融界消息 截至2025年7月29日收盘，中天精装（002989）报收于33.03元，下跌2.22%，换手率 2.82%，成交量5.27万手，成交金额1.75亿元。 天眼查商业履历信息显示，深圳中天精装股份有限公司，成立于2000年，位于深圳市，是一家以从事计 算机、通信和其他电子设备制造业为主的企业。企业注册资本19666.0676万人民币，实缴资本 18169.9015万人民币。公司法定代表人为楼峻虎。 通过天眼查大数据分析，深圳中天精装股份有限公司共对外投资了6家企业，参与招投标项目300次，知 识产权方面有商标信息35条，专利信息79条，此外企业还拥有行政许可8个。 来源：金融界 资金流向方面，今日主力资金净流出2466.91万元，占比成交额14.12%。其中，超大单净流出1613.01万 元、占成交额9.23%，大单净流出853.89万元、占成交额4.89%，中单净流出流入609.96万元、占成交额 3.49%，小单净流入1856.95万元、占成交额10.63%。 中天精装最新一期业绩显示，截至2025一季报，公司营业总收入5180.57万元、同比减少41.52%，归属 净利润379.90万元，同比 ...

Core Viewpoint - Zhongtian Jingzhuang (002989) holds a 27.99% indirect stake in Coreis Semiconductor Technology (Dongyang) Co., Ltd. through Dongyang Zhongjing Xinjie Enterprise Management Partnership (Limited Partnership) [1] Company Information - Coreis Semiconductor has not yet commenced formal production and has not achieved profitability [1] - The company is listed on the Shenzhen Stock Exchange and will continue to monitor the operational development of the invested entity [1] - Any significant developments regarding external investments or capital operation plans will be disclosed in a timely manner [1]

Market Overview - The decoration and renovation sector experienced a decline of 0.68% on July 29, with ST Keli Da leading the drop [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Stock Performance - Notable gainers in the sector included: - ST Zhongzhuang: closed at 3.41, up 3.96% with a trading volume of 108,400 shares and a turnover of 36.58 million yuan [1] - ST Mingjiahui: closed at 4.28, up 2.88% with a trading volume of 103,400 shares and a turnover of 43.66 million yuan [1] - Major decliners included: - ST Keli Da: closed at 4.78, down 2.65% with a trading volume of 47,400 shares and a turnover of 22.69 million yuan [2] - Zhongtian Jingzhuang: closed at 33.03, down 2.22% with a trading volume of 52,700 shares and a turnover of 175 million yuan [2] Capital Flow - The decoration and renovation sector saw a net outflow of 129 million yuan from main funds, while retail investors contributed a net inflow of 87.63 million yuan [2] - Specific stock capital flows included: - Kexin Development: main funds net inflow of 5.86 million yuan, retail net outflow of 4.40 million yuan [3] - ST Zhongzhuang: main funds net inflow of 5.64 million yuan, retail net outflow of 4.81 million yuan [3]

Core Viewpoint - The company Zhongtian Jingzhuang (002989.SZ) announced a significant reduction in shareholding by its shareholder Qiao Rongjian and his concerted party Tianrenheyi, which may impact the stock's market perception and liquidity [1][2]. Shareholding Reduction Summary - Tianrenheyi reduced its shareholding by a total of 1,798,242 shares from June 12, 2025, to July 16, 2025, accounting for 0.8932% of the total share capital as of July 15, 2025 [1][2]. - From June 12 to June 30, 2025, Tianrenheyi sold 1,562,042 shares through centralized bidding, representing 0.7759% of the total share capital, with a trading price range of 32.500 to 36.454 yuan per share [1][2]. - From July 1 to July 16, 2025, Tianrenheyi sold 97,500 shares through centralized bidding (0.0484% of total share capital) at a price range of 33.010 to 34.200 yuan per share, and 138,700 shares through block trading (0.0689% of total share capital) at a price of 29.1500 yuan per share [1][2]. Shareholding Structure - After the reduction, Qiao Rongjian and Tianrenheyi collectively hold 20,132,158 shares, reducing their ownership to 9.9999%, which touches the 1% and 5% thresholds [1][2]. - Tianrenheyi is identified as the fifth largest shareholder of the company as of the first quarter of 2025 [3]. Major Shareholders Overview - The largest shareholder, Suqian Zhongtian Rongjian Enterprise Management Co., Ltd., holds 26.85% of shares, followed by Suqian Zhongtian Anhui Zhijishu Co., Ltd. with 16.24% [4]. - Qiao Rongjian holds 7.37% of the shares, while Tianrenheyi holds 3.78% [4]. Company Background - Zhongtian Jingzhuang was listed on the Shenzhen Stock Exchange on June 10, 2020, with an initial issuance price of 24.52 yuan per share and a total issuance of 37.85 million shares [4][5]. - The total funds raised during the IPO amounted to 928 million yuan, with a net amount of 782 million yuan after deducting issuance costs [5]. - The company has also issued convertible bonds totaling 577 million yuan, with a net amount of approximately 571 million yuan after costs [6].

Core Viewpoint - The announcement details a significant change in shareholding for Shenzhen Zhongtian Jingzhuang Co., Ltd, where major shareholder Qiao Rongjian and his concerted action partner Tianrenheyi reduced their stake, impacting the company's governance structure and shareholding percentages [1][2]. Shareholding Changes - Qiao Rongjian and Tianrenheyi collectively reduced their shareholding by 1,798,242 shares, representing 0.8932% of the total share capital as of July 15, 2025 [1][2]. - Following the reduction, Qiao Rongjian and Tianrenheyi's total shareholding decreased from 21,930,400 shares (12.0697%) to 20,132,158 shares (9.9999%) [2][3]. - The reduction was executed through centralized bidding and block trading from June 12, 2025, to July 16, 2025, without causing a change in control of the company [2][3]. Impact of Convertible Bonds - The issuance of "Jingzhuang Convertible Bonds" since August 29, 2022, led to an increase in the company's total share capital, resulting in a passive dilution of Qiao Rongjian and Tianrenheyi's shareholding percentage [1][2]. - The announcement confirms that the reduction in shareholding will not significantly impact the company's ongoing operations or governance [2][3]. Compliance and Disclosure - The company has adhered to relevant regulations and disclosed the shareholding changes in accordance with the Shenzhen Stock Exchange's rules [3]. - The information disclosure obligations have been fulfilled, and the details are available on the official information disclosure platform [3].

Core Viewpoint - The report outlines the equity changes of Shenzhen Zhongtian Decoration Co., Ltd., indicating a passive dilution of shares due to the conversion of convertible bonds and a reduction in shares held by a significant shareholder, Tianrenheyi [1][2]. Group 1: Equity Change Details - The equity change involves a reduction in shares held by Tianrenheyi through centralized bidding and block trading, resulting in a total reduction of 1,798,242 shares, which is approximately 1% of the company's total share capital as of July 15, 2025 [6][11]. - Following the equity change, the total shares held by the information disclosure obligors decreased to 20,132,158 shares, representing 9.9999% of the total share capital [6][11]. - The equity change was primarily driven by Tianrenheyi's need for funds and the passive dilution of shares held by the information disclosure obligors due to the conversion of convertible bonds [4][11]. Group 2: Information Disclosure Obligors - The first information disclosure obligor, Qiao Rongjian, holds 14,496,000 shares, with 75% of these shares being locked due to his position as a director of the company [6][11]. - The second obligor, Suqian Tianrenheyi Enterprise Management Partnership, holds 7,434,400 shares, with a contribution ratio of 27.5875% from Qiao Rongjian [4][11]. - Both obligors are considered to have a concerted action relationship due to Qiao Rongjian's role as the managing partner of Tianrenheyi [4][11]. Group 3: Future Plans and Compliance - The report indicates that there may be further changes in equity holdings within the next 12 months, although no specific plans have been disclosed [5][11]. - The obligors have committed to comply with relevant laws and regulations regarding any future equity changes [5][11]. - The report confirms that there are no other significant matters that need to be disclosed beyond what has been reported [6][11].

深圳中天精装股份有限公司 简式权益变动报告书 上市公司名称：深圳中天精装股份有限公司 股票上市地点：深圳证券交易所 股票简称：中天精装 股票代码：002989 信息披露义务人 1：乔荣健 住所/通讯地址：广东省深圳市****** 股份权益变动性质：数量不变（被动稀释） 信息披露义务人 2：宿迁天人和一企业管理合伙企业（有限合伙） 住所/通讯地址：宿迁经济技术开发区古楚街道赵庄居委会 210 室 股份权益变动性质：数量减少（集中竞价、大宗交易、被动稀释） 签署日期：二〇二五年七月 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》《上市公司收 购管理办法》《公开发行证券的公司信息披露内容与格式准则第15号——权益变动 报告书》等相关法律法规编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反 信息披露义务人章程或内部规则中的任何条款，或与之冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行证 券的公司信息披露内容与格式准则第15号——权益变动报告书》等规定，本报告书 已全面披露信息披露义务人在深圳中天精装股份有限公司（以下简称"中天精装" ...