Group 1 - The combustible ice concept index declined by 0.10% as of the market close on August 11, ranking among the top decliners in the concept sector [1] - Within the combustible ice sector, major decliners included Guangzhou Development, Nanjing Steel, and Sinopec, while notable gainers were Deshi Co., Haimer Technology, and Petrochemical Machinery, with increases of 1.71%, 0.94%, and 0.86% respectively [1] - The net inflow of main funds into the combustible ice concept was 2.42 million yuan, with five stocks experiencing net outflows, led by Sinopec with a net outflow of 24.15 million yuan [2] Group 2 - The top gainers in the market included PEEK materials with a rise of 5.99%, MicroLED concept at 3.32%, and Tianjin Free Trade Zone at 3.27%, while the combustible ice concept was down by 0.10% [2] - The main funds' net inflow leaders included Guangzhou Development, Petrochemical Oil Service, and Petrochemical Machinery, with net inflows of 39.55 million yuan, 11.29 million yuan, and 9.63 million yuan respectively [2] - The outflow list for the combustible ice concept included Sinopec, with a decline of 1.05% and a turnover rate of 0.13%, followed by other companies like China International Marine Containers and Potential Energy Holdings [2]

证券日报网讯海默科技（300084）8月7日在互动平台回答投资者提问时表示，截至2025年7月31日公司 股东人数为31270户。 ...

Investment Rating - The report indicates an "Overweight" rating for the industry, suggesting a positive outlook for the next six months [31]. Core Insights - The report highlights a total of 79 merger and acquisition (M&A) events during the period from July 28 to August 3, with 14 classified as significant M&A transactions. Out of these, 15 M&A events were completed, while no significant M&A transactions were finalized [10]. - Recent policy updates emphasize that government investment funds should not engage in public trading of stocks, except for M&A, directed placements, and strategic allocations. This aims to prevent the increase of local government hidden debts [7][8]. - The report notes that the restructuring index outperformed the Wind All A index by 1.07% during the specified period, indicating a strong performance in the restructuring sector [25]. Summary by Sections M&A Activity Overview - During the week of July 28 to August 3, there were 79 M&A events involving listed companies, with 2 failures. The significant M&A events included 14 transactions, with 15 completed [10][16]. Major M&A Updates - The report lists several major M&A transactions involving state-owned enterprises and private companies, with notable transactions including China Shipbuilding's acquisition of China Heavy Industry for approximately 11.52 billion CNY [14]. Control Changes - Four listed companies reported changes in actual control, with notable transitions including Renfu Pharmaceutical being taken over by the State-owned Assets Supervision and Administration Commission [19]. Market Performance - The restructuring index showed a positive trend, outperforming the broader market index, which reflects a favorable environment for M&A activities [25].

证券代码：300084 证券简称：海默科技 公告编号：2025—052 2、本次权益变动不会导致公司控股股东、实际控制人发生变更。 海默科技（集团）股份有限公司（以下简称"公司"、"上市公司"或"海 默科技"）于今日收到公司持股 5%以上股东窦剑文先生及其一致行动人张立刚 先生、张立强先生（以下简称"信息披露义务人"）出具的《简式权益变动报告 书》，现将有关情况公告如下： 一、本次权益变动的基本情况 1、窦剑文协议转让 海默科技（集团）股份有限公司 关于披露权益变动报告书的提示性公告 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。 特别提示： 1、本次权益变动方式为股份协议转让和解除一致行动关系，未触及要约收 购。 2025 年 6 月 13 日，窦剑文先生、山东新征程能源有限公司（以下简称 "山东新征程"）、苏占才先生与范中华先生签订了《股份转让协议》，范中华先 生受让窦剑文先生、山东新征程、苏占才先生合计持有的上市公司 25,525,000 股流通股股份，占上市公司总股本的 5.00%，其中窦剑文先生转让其持有的上 市公司 4,460,850 股流 通 股 ...

海默科技(集团)股份有限公司 简式权益变动报告书 上市公司名称：海默科技（集团）股份有限公司 股票上市地点：深圳证券交易所 股票简称：海默科技 股票代码：300084 信息披露义务人 1：窦剑文 住所及通讯地址：甘肃省兰州市城关区民主东路 信息披露义务人 2：张立刚 住所及通讯地址：甘肃省天水市秦州区滨河东路 7 号 信息披露义务人 3：张立强 住所及通讯地址：甘肃省兰州市城关区南河路 2956 号 股份变动性质：协议转让、解除一致行动关系 签署日期：二〇二五年八月 信息披露义务人声明 一、本权益变动报告书系根据《中华人民共和国公司法》《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》及相关法律法规、部门规章编写。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露了窦剑文、张立刚、张立强在海默科技（集团）股份有限公 司拥有权益的股份变动情况。 截至本报告书签署之日，除本报告书披露的持股信息外，上述信息披露义 务人没有通过任何其他方式增加或减少在海默科技（集团）股份有限公司拥有 权益的股份。 三、本次权 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 动物疫苗 | 2.22 | 中船系 | -2.54 | | DRG/DIP | 1.87 | 兵装重组概念 | -1.90 | | BC电池 | 1.71 | 国产航母 | -1.45 | | 禽流感 | 1.62 | 民爆概念 | -1.19 | | ERP概念 | 1.61 | 可燃冰 | -1.14 | | 医疗废物处理 | 1.61 | 国家大基金持股 | -0.86 | | TOPCON电池 | 1.53 | 足球概念 | -0.78 | | 烟草 | 1.53 | 稀土永磁 | -0.73 | | 医药电商 | 1.51 | 中字头股票 | -0.73 | | MLOps概念 | 1.50 | 共封装光学(CPO) | -0.71 | 截至8月1日收盘，可燃冰概念下跌1.14%，位居概念板块跌幅榜前列，板块内，中国石化、新锦动力、 德石股份等跌幅居前，股价上涨的有3只，涨幅居前的有潜能恒信、广州发展、海默科技等，分别上涨 1.26%、0.63%、0.48%。 资金面上看，今日 ...

Core Viewpoint - The transfer of shares in Haimer Technology has resulted in a change of control, with Fan Zhonghua becoming the new controlling shareholder and actual controller of the company [1][2]. Group 1: Share Transfer Details - Haimer Technology announced the completion of a share transfer involving 25.525 million shares, representing 5% of the company's total share capital [1]. - The share transfer agreement was signed in June, and the voting rights for an additional 117 million shares, accounting for 23.02% of the total share capital, were also delegated to Fan Zhonghua [1]. - As of July 31, Fan Zhonghua directly holds 25.525 million shares and has voting rights over a total of 143 million shares, which is 28.02% of the company's total shares [1]. Group 2: New Controlling Shareholder Profile - Fan Zhonghua has extensive experience in managing and operating real enterprises, having led Ningxia Yinghai Group for over 20 years, transforming it into the 48th largest cement company in China [2]. - The new controlling shareholder plans to continue the strategy of "improving quality and efficiency, focusing on core business," while promoting business transformation and digital upgrades [2]. - The strategy also includes resource integration to explore new growth points, aiming to enhance the company's profitability and sustainability [2].

风险提示：投资有风险，入市需谨慎。 7月31日，海默科技发布公告称，公司控制权发生变更。范中华通过协议受让2553万股股份，并受托行 使1.17亿股表决权，合计控制28.02%表决权，成为公司新控股股东及实际控制人。范中华承诺18个月内 不减持所获股份。 当日主力资金净流出3599.78万元，占流通市值的1.25%。 截至2025年7月31日收盘，海默科技股价报8.38元，较前一交易日下跌4.88%，成交额2.48亿元。当日开 盘价为8.70元，盘中最高触及8.72元，最低下探至8.34元，振幅4.31%。 海默科技主营业务为石油和天然气开采服务业，属于采掘行业，同时涉及氢能源、天然气等概念。公司 2025年一季度实现营业收入7768万元，归母净利润亏损1858万元。 ...

Group 1 - The core point of the article highlights the recent performance and financial metrics of Haimer Technology, indicating a decline in stock price and significant net outflow of funds [1][3] - As of July 31, 2025, Haimer Technology's stock closed at 8.38 yuan, down 4.88%, with a turnover rate of 8.46% and a trading volume of 291,400 hands, amounting to 248 million yuan [1] - The latest quarterly report shows total revenue of 77.68 million yuan, a year-on-year increase of 18.66%, and a net profit attributable to shareholders of 18.58 million yuan, up 12.26% [1] Group 2 - The company has made investments in 12 enterprises and participated in 164 bidding projects, indicating active engagement in business development [2] - Haimer Technology holds 17 trademark registrations and 99 patents, showcasing its focus on intellectual property [2] - The company has 12 administrative licenses, reflecting its compliance and operational capabilities [2]

Group 1 - The core point of the article is that HaiMo Technology has undergone a change in its controlling shareholder and actual controller, with Fan Zhonghua becoming the new controlling shareholder, holding approximately 143 million shares, which accounts for 28.02% of the total shares [2] - As of the announcement date, Fan Zhonghua directly holds about 25.52 million shares, indicating a significant ownership stake in the company [2] - The transfer of shares from Shandong New Journey Energy Co., Ltd. and other individuals to Fan Zhonghua has been completed, marking a shift in control [2] Group 2 - For the year 2024, HaiMo Technology's revenue composition is entirely from the oil and gas extraction services industry, indicating a focused business model [3]