Core Viewpoint - Shunbo Alloy announced the approval of multiple proposals, including the full text and summary of the 2025 semi-annual report, during the 24th meeting of the fourth supervisory board [2] Group 1 - The company held its 24th meeting of the fourth supervisory board on August 6 [2] - The meeting resulted in the approval of the 2025 semi-annual report and its summary [2]

（文章来源：证券日报） 证券日报网讯 8月6日晚间，顺博合金发布公告称，公司于2025年8月5日召开的第四届董事会第三十次 会议审议通过了《关于使用部分闲置募集资金进行现金管理的议案》，公司使用总额不超过人民币1， 244万元（含本数）的暂时闲置募集资金进行现金管理，使用期限自公司董事会审议通过之日起12个月 内有效。在上述额度和期限内，资金可循环滚动使用。 ...

Group 1: National Grid and Electricity Demand - National Grid's electricity load reached a historical high of 1.233 billion kilowatts from August 4 to 6, an increase of 53 million kilowatts compared to last year's peak of 1.180 billion kilowatts [1] - The load is expected to remain above 1.2 billion kilowatts on August 7, with a potential decrease later in the week due to rain and cooler temperatures [1] Group 2: Gaming Laptop Market - The Chinese consumer gaming laptop market saw a year-on-year growth rate of 24.3% in Q2 2025, significantly outpacing the overall consumer PC market [1] - This growth is driven by the demand for high-performance devices from university students and core gaming enthusiasts, as well as the rapid evolution of gaming content [1] Group 3: Real Estate and Office Leasing - Adidas will establish its new Greater China headquarters in a 32,400 square meter office building in Shanghai's West Bund, expected to be completed in Q1 2026 [2] - This leasing transaction is one of the largest in Shanghai's Grade A office market in 2023 [2] Group 4: Bankruptcy and Financial Performance - Claire's, a fashion jewelry manufacturer, filed for bankruptcy protection for the second time since 2018, with estimated assets and liabilities between $1 billion and $10 billion [2] - Evergrande Real Estate Group has recently been executed for over 1.67 billion yuan, with a total of over 55.9 billion yuan in outstanding execution amounts [2] Group 5: Financial Results - Jerry Holdings reported a net profit of 1.241 billion yuan for the first half of 2025, a year-on-year increase of 14.04% [6] - Tiantan Biological's net profit for the same period was 633 million yuan, reflecting a year-on-year decrease of 12.88% [7] - Shunbo Alloy achieved a net profit of 177 million yuan, marking a significant year-on-year increase of 110.56% [8] Group 6: Market Performance - The Shanghai Composite Index rose by 0.45% with a trading volume of 1.73 trillion yuan, indicating a broad market rally with over 3,300 stocks rising [9] - PEEK material concept stocks and military stocks saw significant gains, while pharmaceutical stocks experienced a downturn [10]

Group 1 - Jerry Holdings reported a net profit of 1.241 billion yuan for the first half of 2025, an increase of 14.04% year-on-year, with total revenue reaching 6.901 billion yuan, up 39.21% year-on-year [1] - Tian Tan Biological announced a net profit of 633 million yuan for the first half of 2025, a decrease of 12.88% year-on-year, with total revenue of 3.110 billion yuan, an increase of 9.47% year-on-year [2] - Shunbo Alloy achieved a net profit of 177 million yuan for the first half of 2025, a significant increase of 110.56% year-on-year, with total revenue of 7.126 billion yuan, up 11.75% year-on-year [7] Group 2 - Dashi Intelligent signed a contract for the Jingpai Building smart project with a total contract value of 34.06 million yuan, accounting for 1.07% of the company's audited revenue for 2024 [3] - Maglev Technology plans to invest 700 million yuan to establish a research and production base for maglev compressors, aiming to optimize product structure and enhance production capacity [4] - Koweil received government subsidies totaling 5.502 million yuan, which are expected to positively impact the company's profits for 2025 [5] Group 3 - Pengding Holdings reported a consolidated revenue of 3.002 billion yuan for July 2025, an increase of 12.28% compared to the same period last year [9] - Liuyou Group repurchased 544,500 shares at a price range of 18.29 to 18.36 yuan per share, totaling approximately 9.9828 million yuan [10] - Jin Xin Nong reported a sales revenue of 96.731 million yuan from pig sales in July 2025, with a total of 79,400 pigs sold [12] Group 4 - Jiangsu Huachen plans to use up to 70 million yuan of idle raised funds for cash management, investing in safe and liquid financial products [13] - Gongtong Pharmaceutical's subsidiary intends to purchase assets from an affiliate for 16.57 million yuan to build a wastewater treatment facility [15] - Tian Shi Li appointed Wang Yimin as the vice general manager, effective immediately [16] Group 5 - Zhejiang Yongqiang established a subsidiary in Indonesia with a registered capital of 230 billion Indonesian rupiah, focusing on overseas capacity investment and international trade [18] - Wangli Security received three invention patents, enhancing its product portfolio in security locks [20] - Shennong Group reported a sales revenue of 327 million yuan from pig sales in July 2025, with an average selling price of 14.73 yuan per kilogram [21] Group 6 - Dize Pharmaceutical's product DZD8586 received fast track designation from the FDA for treating relapsed refractory chronic lymphocytic leukemia [23] - Daqin Railway reported a cargo transportation volume of 31.79 million tons in July 2025, a year-on-year increase of 5.40% [24] - Xin Hongye's subsidiary won a bid for a nuclear-grade cable procurement project worth 81.58 million yuan [26] Group 7 - Hainan Hengbo established a wholly-owned subsidiary with a registered capital of 50 million yuan, focusing on technology services and new material technology research [26] - Changhong Huayi reported a net profit of 257 million yuan for the first half of 2025, an increase of 13.42% year-on-year, with total revenue of 6.628 billion yuan [27] - Haiguang Information achieved a net profit of 1.201 billion yuan for the first half of 2025, an increase of 40.78% year-on-year, with total revenue of 5.464 billion yuan [28] Group 8 - Dongmu Co. reported a net profit of 261 million yuan for the first half of 2025, an increase of 37.61% year-on-year, with total revenue of 2.930 billion yuan [29] - Hanma Technology announced the resignation of its executive vice president due to personal reasons [30] - Guangge Technology's shareholders plan to reduce their holdings by up to 4.04% of the company's shares [31] Group 9 - *ST Energy's subsidiary won a bid for an independent energy storage project with a total bid price of 320 million yuan for design and 301 million yuan for construction [32] - Chipeng Micro plans to reduce its holdings by up to 2% of the company's shares due to personal financial needs [33] - Ancar Detection announced a change in its controlling shareholder to Silicon Technology, with stock resuming trading [35] Group 10 - Dahao Technology's vice president is temporarily unable to perform duties due to health reasons [36] - Sanjiang Shopping's cooperation agreement with Hema will not be renewed after its expiration in March 2026 [37] - Huisheng Biological reported a net profit of 117 million yuan for the first half of 2025, a year-on-year increase of 325.88% [38] Group 11 - Dongshan Precision plans to increase capital in its subsidiary by 3.5 billion USD to support high-end PCB projects [39] - Yunnan Copper's subsidiary's bankruptcy liquidation application has been accepted by the court due to resource depletion [40] - Shanghai Bank's board member and chairman's qualifications have been approved by regulatory authorities [41] Group 12 - Junwei Electronics plans to acquire 100% of Flat Electronics Co., Ltd. for 2.6 billion yen to enter the film resistor market [42] - Daodaoquan's controlling shareholder plans to increase its stake in the company by 50 million to 100 million yuan [43] - Yinglian Co.'s subsidiary signed a strategic cooperation agreement with a well-known cylindrical battery company [45] Group 13 - Debang Technology's state integrated circuit fund plans to reduce its holdings by up to 3% of the company's shares [47] - Tianyi New Materials plans to sell part of its subsidiary's assets for 51.4 million yuan to improve cash flow [49] - Rongtai Co. intends to acquire 51% of Zhongshan Aoduo for 288 million yuan [51]

顺博合金（SZ 002996，收盘价：7.71元）8月6日晚间发布公告称，公司第四届第三十次董事会会议于 2025年8月5日在公司会议室以现场结合通讯方式召开。会议审议了《2025年半年度报告全文及其摘要》 等文件。 2024年1至12月份，顺博合金的营业收入构成为：废弃资源综合利用业占比98.99%，其他业务占比 1.01%。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the article highlights the financial performance of Shunbo Alloy, which reported a significant increase in revenue and net profit for the first half of 2025 [1] - Shunbo Alloy's operating revenue for the first half of 2025 is approximately 7.126 billion yuan, representing a year-on-year increase of 11.75% [1] - The net profit attributable to shareholders of the listed company is about 177 million yuan, showing a substantial year-on-year increase of 110.56% [1] - The basic earnings per share is reported at 0.27 yuan, which is an increase of 58.82% compared to the previous year [1] Group 2 - As of the report, Shunbo Alloy has a market capitalization of 5.2 billion yuan [2]

国海证券股份有限公司 关于重庆顺博铝合金股份有限公司 | | 40万吨再生铝项目 | | | --- | --- | --- | | 2 | 补充流动资金 | 20,000.00 | | | 合计 | 81,895.09 | 使用部分闲置募集资金进行现金管理的核查意见 国海证券股份有限公司（以下简称"国海证券"或"保荐人"）作为重庆顺博 铝合金股份有限公司（以下简称"顺博合金"或"公司"）公开发行可转换公司债 券的保荐人，根据《证券发行上市保荐业务管理办法》、《上市公司募集资金监管 规则》、《深圳证券交易所股票上市规则》及《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》等有关规定，对顺博合金使用部分闲置募集 资金进行现金管理的事项进行了审慎核查，具体情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会《关于核准重庆顺博铝合金股份有限公司公开发 行可转换公司债券的批复》（证监许可[2022]1467号）核准，并经深圳证券交易所同 意，公司向社会公开发行面值总额为人民币83,000万元可转换公司债券，每张面值 为人民币100元，发行数量为830万张，期限6年。本次发行可转换公司债券募 ...

智通财经APP讯，顺博合金(002996.SZ)发布2025年半年度报告，该公司营业收入为71.26亿元，同比增 长11.75%。归属于上市公司股东的净利润为1.77亿元，同比增长110.56%。归属于上市公司股东的扣除 非经常性损益的净利润为1.51亿元，同比增长114.05%。基本每股收益为0.27元。 报告期营业收入增长主要原因系本期规模扩大，产品销量较上期上涨7.27%;受铝价波动影响，本期销售 单价相较上年同期上浮。 ...

根据可转债募集资金使用计划的安排，本次募集资金用于以下项 目： 单位：万元 | 证券代码：002996 | 证券简称：顺博合金 | 公告编号：2025-057 | | --- | --- | --- | | 债券代码：127068 | 债券简称：顺博转债 | | 重庆顺博铝合金股份有限公司 关于使用部分闲置募集资金进行现金管理的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 重庆顺博铝合金股份有限公司（以下简称"公司"）于2025年8月 5日召开的第四届董事会第三十次会议审议通过了《关于使用部分闲置 募集资金进行现金管理的议案》，具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于核准重庆顺博铝合金股份有限 公司公开发行可转换公司债券的批复》(证监许可〔2022〕1467号)的 核准，本公司向社会公开发行面值总额83,000万元可转换公司债券， 每张面值为人民币100元，发行数量为830万张，期限6年。扣除各项发 行费用11,049,122.64元后，实际募集资金净额为818,950,877.36元。 上述募集资金经众华会计师事务所（特殊 ...

重庆顺博铝合金股份有限公司 2025 年半年度财务报告 （未经审计） 2025 年 8 月 7 日 1 财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：重庆顺博铝合金股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 1,849,303,653.55 | 1,958,658,183.93 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 18,830,054.46 | 28,030,054.46 | | 衍生金融资产 | | | | 应收票据 | 373,401,217.98 | 402,439,474.35 | | 应收账款 | 2,975,631,532.75 | 3,372,303,930.02 | | 应收款项融资 | 110,745,451.58 | 171,606,067.02 | | 预付款项 | 371,906,655. ...