Group 1 - Seli Medical's therapeutic hypertension vaccine project faces significant uncertainty despite recent market interest, with a 2024 revenue of 26,800 yuan and a net loss of 2,382,300 yuan [3] - Renfu Pharmaceutical's shareholder plans to increase their stake with a loan commitment of up to 750 million yuan, aiming to acquire 1% to 2% of the company's shares at a maximum price of 25.53 yuan per share [4] - China Northern Rare Earth's third-quarter trading price for rare earth concentrate is set at 19,109 yuan per ton, with price adjustments based on REO percentage changes [7][9] Group 2 - Saisir expects a net profit increase of 66.2% to 96.98% for the first half of 2025, driven by new product launches and improved sales [13] - WuXi AppTec anticipates a 44.43% increase in adjusted net profit for the first half of 2025, with revenue expected to reach approximately 20.799 billion yuan [15] - Yiyuan Communication forecasts a 121.13% increase in net profit for the first half of 2025, capitalizing on the growth of 5G and AI technologies [16] Group 3 - Longqing Co. expects a net profit increase of 106.02% to 131.77% for the first half of 2025, attributed to production capacity release and cost reduction [17] - Guosheng Financial Holdings predicts a net profit increase of 236.85% to 394.05% for the first half of 2025, supported by improved brokerage and investment banking performance [18] - Dali Long anticipates a net profit increase of 162.38% to 249.84% for the first half of 2025, driven by market expansion and operational efficiency [19] Group 4 - Tianbao Infrastructure expects a staggering net profit increase of 1581.8% to 2329.27% for the first half of 2025, largely due to a significant tax refund [20] - China Shipbuilding anticipates a net profit increase of 98.25% to 119.49% for the first half of 2025, benefiting from improved production efficiency and order structure [21] - Shanghai Xiba expects a net profit increase of 136.47% to 181.85% for the first half of 2025, influenced by non-recurring income [22] Group 5 - *ST Yanzhen reports a total of 53.773 million shares accepted in a tender offer, representing 20.47% of total equity, with a new major shareholder emerging [12] - Shanghai Mechanical and Electrical's major shareholder has received approval for a share transfer that will not change the company's control [10] - Good Products plans to suspend trading due to a potential change in control, with a suspension expected for no more than two trading days [11]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets have released important announcements, highlighting significant developments and performance forecasts that may impact investor decisions [1]. Company Announcements - **Saili Medical**: The therapeutic hypertension vaccine project by its affiliate, Huajiyuan Biotechnology, faces significant uncertainty despite recent market interest in innovative drugs. The company holds a 15.61% stake in Huajiyuan, which reported a revenue of 26,800 yuan and a net loss of 2,382,300 yuan for 2024 [3]. - **Renfu Pharmaceutical**: Shareholder,招商生科, has secured a loan commitment of up to 750 million yuan from招商银行武汉分行 to increase its stake in Renfu Pharmaceutical. The planned share buyback will occur within six months starting from July 3, 2025, with a maximum purchase price of 25.53 yuan per share [4]. - **China Merchants Energy Shipping**: The company has received a new multi-purpose heavy-lift vessel, "Mingshi," as part of its order for four eco-friendly vessels. The fleet now includes 102 operational bulk carriers, with 16 vessels on order for future delivery [5]. - **Shangwei New Materials**: The company announced a significant stock price fluctuation, with a 30% increase over two days. A share transfer agreement was signed, potentially changing the controlling shareholder to Zhiyuan Hengyue, pending shareholder approval [6]. - **Northern Rare Earth**: The trading price for rare earth concentrates has been adjusted to 19,109 yuan per ton for Q3 2025, based on market conditions [7]. - **Baotou Steel**: Similar to Northern Rare Earth, Baotou Steel has proposed an adjustment of the rare earth concentrate trading price to 19,109 yuan per ton for Q3 2025 [9]. - **Shanghai Mechanical & Electrical**: The company received approval from the Shanghai State-owned Assets Supervision and Administration Commission for the transfer of 51.137 million shares from its controlling shareholder, Shanghai Electric, without changing control [10]. Performance Forecasts - **Eyer Communication**: The company expects a net profit of approximately 463 million yuan for the first half of 2025, a year-on-year increase of about 121.13%, driven by growth in the IoT sector [12]. - **Tianbao Infrastructure**: The company forecasts a net profit of 90 million to 130 million yuan for the first half of 2025, representing a year-on-year increase of 1581.8% to 2329.27% due to tax recoveries [13]. - **China Shipbuilding**: The expected net profit for the first half of 2025 is between 2.8 billion and 3.1 billion yuan, reflecting a year-on-year increase of 98.25% to 119.49% due to improved production efficiency and order structure [14]. - **Shanghai Xiba**: The company anticipates a net profit of 99 million to 118 million yuan for the first half of 2025, a year-on-year increase of 136.47% to 181.85%, primarily due to non-recurring income [15]. - **Longyuan Technology**: The expected net profit for the first half of 2025 is between 26 million and 31 million yuan, reflecting a year-on-year increase of 116.61% to 158.26% [16]. - **Zhengbang Technology**: The company forecasts a net profit of 190 million to 210 million yuan for the first half of 2025, marking a return to profitability driven by increased pig sales [17][18]. - **Bolong Technology**: The expected net profit for the first half of 2025 is between 22 million and 28 million yuan, a year-on-year increase of 123.09% to 183.93% due to successful project deliveries [19]. - **Haitou Shares**: The company anticipates a net profit of approximately 380 million yuan for the first half of 2025, a year-on-year increase of about 233.10% due to favorable market conditions [20]. - **Chuangjiang New Materials**: The expected net profit for the first half of 2025 is between 24 million and 29 million yuan, reflecting a year-on-year increase of 42.35% to 72% [21]. - **Hudian Shares**: The company forecasts a net profit of between 1.65 billion and 1.75 billion yuan for the first half of 2025, a year-on-year increase of 44.63% to 53.4% [22]. - **Taiping Bird**: The company expects a net profit of around 77.7 million yuan for the first half of 2025, a decrease of approximately 55% due to declining retail performance [23]. - **China Satellite**: The company anticipates a loss of between 21.2 million and 41.2 million yuan for the first half of 2025, attributed to reduced contract fulfillment and increased operational costs [24]. - **ST Yatai**: The company expects a loss of between 12.6 million and 20.9 million yuan for the first half of 2025, primarily due to cash flow issues and increased non-recurring expenses [25]. Major Contracts - **Bai Da Group**: The company signed a significant leasing contract for the Hangzhou Department Store, with a rental agreement of 375 million yuan per quarter, increasing by 4.5% every three years [26]. Shareholding Changes - **Baoshui Technology**: A major shareholder plans to reduce their stake by up to 1% through market transactions between August 4 and November 3, 2025 [28].

Group 1 - Aishuo Co., Ltd. expects a net loss of 170 million to 280 million yuan for the first half of 2025, with a net loss of 410 million to 520 million yuan after excluding non-recurring gains and losses [1] - Changcheng Military Industry anticipates a net loss of 25 million to 29.5 million yuan for the first half of 2025, with a net loss of 35 million to 41 million yuan after excluding non-recurring gains and losses [1] - Changyuan Donggu expects a net profit of 155 million to 180 million yuan for the first half of 2025, representing a year-on-year increase of 62.65% to 88.88% [1] Group 2 - Beifang Navigation forecasts a net profit of 105 million to 120 million yuan for the first half of 2025, turning around from a loss of 74.2168 million yuan in the same period last year [3] - Xizi Clean Energy expects a net profit of 130 million to 180 million yuan for the first half of 2025, a decrease of 47.40% to 62.01% compared to the same period last year [4] - Tianbao Infrastructure anticipates a net profit of 90 million to 130 million yuan for the first half of 2025, representing a year-on-year increase of 1581.80% to 2329.27% [4] Group 3 - Taiping Bird expects a net profit of approximately 77.7 million yuan for the first half of 2025, a decrease of about 55% compared to the same period last year [6] - Xibu Chuangye forecasts a net profit of approximately 295 million yuan for the first half of 2025, an increase of 88.99% compared to the same period last year [8] - Zhengbang Technology expects a net profit of 190 million to 210 million yuan for the first half of 2025, a year-on-year increase of 249.03% to 264.72% [9] Group 4 - Songzhi Co., Ltd. anticipates a net profit of 140 million to 170 million yuan for the first half of 2025, representing a year-on-year increase of 53.58% to 86.49% [10] - Hailide expects a net profit of 280 million to 310 million yuan for the first half of 2025, a year-on-year increase of 47.65% to 63.47% [12] - Chenhua Co., Ltd. forecasts a net profit of 48.8176 million to 56.6284 million yuan for the first half of 2025, a year-on-year increase of 25% to 45% [13] Group 5 - Yuanlin Co., Ltd. expects a net loss of 68 million to 92 million yuan for the first half of 2025, with a net loss of 70 million to 95 million yuan after excluding non-recurring gains and losses [14] - Chuanhua Zhili anticipates a net profit of 500 million to 550 million yuan for the first half of 2025, representing a year-on-year increase of 72.78% to 90.06% [15] - Longyuan Technology expects a net profit of 26 million to 31 million yuan for the first half of 2025, a year-on-year increase of 116.61% to 158.26% [17] Group 6 - Jiangshan Co., Ltd. forecasts a net profit of 300 million to 360 million yuan for the first half of 2025, a year-on-year increase of 75.65% to 110.78% [32] - Ganli Pharmaceutical expects a net profit of 600 million to 640 million yuan for the first half of 2025, a year-on-year increase of 100.73% to 114.12% [33] - Zhongyan Chemical's subsidiary signed a 6.809 billion yuan mining rights transfer contract [35]

[Performance Overview](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company anticipates a significant year-over-year increase in its 2025 first-half performance, with net profit attributable to shareholders projected between **RMB 26 million and RMB 31 million**, and non-recurring adjusted net profit between **RMB 24.641 million and RMB 29.641 million** Key Performance Indicators for H1 2025 Performance Forecast | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: RMB 26.00 million – RMB 31.00 million | Profit: RMB 12.0032 million | | Year-over-Year Growth Rate | 116.61% - 158.26% | - | | **Net Profit After Deducting Non-Recurring Gains/Losses** | Profit: RMB 24.641 million – RMB 29.641 million | Profit: RMB 7.2304 million | | Year-over-Year Growth Rate | 240.80% - 309.95% | - | [Communication with Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The company explicitly states that the performance forecast data represents preliminary calculations by its finance department and has not yet been audited by an accounting firm - This performance forecast is a preliminary estimate by the company's finance department and is unaudited[3](index=3&type=chunk) [Analysis of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) The substantial increase in net profit for the current period results from a combination of factors, primarily driven by significant improvements in gross profit, a sharp reduction in credit impairment losses, and a year-over-year decrease in income tax expenses - During the reporting period, operating revenue slightly increased by **1.48%** (approximately **RMB 5.2964 million**) compared to the prior year, while gross profit significantly grew by **19.12%** (approximately **RMB 14.4025 million**), indicating enhanced profitability of the main business[4](index=4&type=chunk)[5](index=5&type=chunk) - Period expenses increased, with selling, general and administrative, and research and development expenses collectively rising by approximately **RMB 8.0178 million**, an **11.92%** increase year-over-year[5](index=5&type=chunk) - Investment income decreased significantly by **82.21%** (approximately **RMB 6.8618 million**) year-over-year, primarily due to reduced investment income from an associate company[5](index=5&type=chunk) - Credit impairment losses sharply decreased by **83.37%** (approximately **RMB 8.9525 million**) year-over-year, positively impacting profit growth, mainly due to reduced provision for bad debts resulting from changes in the aging structure of accounts receivable[5](index=5&type=chunk) - Income tax expenses significantly decreased by **204.96%** (approximately **RMB 13.4551 million**) year-over-year, primarily due to an increase in the company's deductible losses by approximately **RMB 80.3258 million**, a factor that significantly contributed to net profit growth[5](index=5&type=chunk) - Non-recurring gains and losses had an approximate impact of **RMB 1.36 million** on net profit during the reporting period, mainly from asset disposal gains and government subsidies[5](index=5&type=chunk) [Other Explanations and Risk Warnings](index=2&type=section&id=%E5%9B%9B%E3%80%81%E5%85%B6%E4%BB%96%E7%9B%B8%E5%85%B3%E8%AF%B4%E6%98%8E) The company reiterates that this performance forecast is a preliminary, unaudited estimate, with final accurate financial data to be disclosed in the 2025 semi-annual report, advising investors to be aware of investment risks - The company reminds investors that this forecast is a preliminary estimate, and specific data will be subject to the 2025 semi-annual report, requiring attention to investment risks[6](index=6&type=chunk)[7](index=7&type=chunk) [Reference Documents](index=3&type=section&id=%E4%BA%94%E3%80%81%E5%A4%87%E6%9F%A5%E6%96%87%E4%BB%B6) The board of directors' explanation regarding the current period's performance forecast is available as a reference document - The board of directors' explanation regarding the current period's performance forecast is available for reference[8](index=8&type=chunk)

特此公告。 按照相关法律法规及《公司章程》的规定，梁成永先生 的辞职未导致董事会成员低于法定最低人数，其辞职不会影 响公司董事会的依法规范运作。公司董事会已接受梁成永先 生的辞职申请，其所负责的工作已实现平稳交接、过渡，离 职不会影响公司的生产经营。公司将按照法定程序尽快补选 董事及聘任总经理。为保证公司相关工作顺利开展，总经理 空缺期间，由董事长曲增杰先生代行总经理职责，直至公司 按程序聘任新任总经理为止。 梁成永先生原定任职期满日为 2027 年 6 月 12 日。截至 本公告日，梁成永先生持有公司股份 92400 股，占公司总股 本的 0.0179%。本人承诺遵守上市公司董事、高级管理人员 所持公司股份管理相关规定。 公司对梁成永先生在任职期间恪尽职守、勤勉尽责的工 作态度以及为公司发展做出的积极贡献表示衷心的感谢！ 股票代码：300105 股票简称：龙源技术 编号：临2025-038 烟台龙源电力技术股份有限公司 关于董事、总经理辞职的公告 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。 烟台龙源电力技术股份有限公司（以下简称"公司"） 董事会近日收到 ...

Group 1: Business Operations and Revenue - The company engages in various project types with power plants, including direct supply, EP, and EPC contracts [2] - The plasma ignition business has seen growth in recent years due to accelerated infrastructure project approvals, although revenue recognition is delayed due to long construction cycles [3] - In Q1 2025, the deferred tax assets increased by 717.43 thousand yuan, a growth of 50.62%, attributed to the recognition of deductible temporary differences from previous losses [4] Group 2: Financial Performance and Projections - The company achieved approximately 45.5 thousand yuan in revenue from overseas projects in 2024, with plans to establish a foreign subsidiary in South Africa to expand its market presence [5] - The spare parts business has shown a steady increase in orders, with a significant portion related to plasma ignition [6] Group 3: Policy Impact and Technological Advancements - The implementation of new policies for coal power upgrades is expected to necessitate more personalized and complex technical modifications to meet modern requirements [7][8] - The company is promoting the concept of transparent boilers, utilizing online monitoring and data analysis to enhance boiler operation efficiency [8]

智通财经6月4日电，龙源技术(300105.SZ)公告称，为增强南非市场竞争力并满足海外业务布局需要， 公司于6月4日召开董事会审议通过在南非设立分公司的议案。分公司初始运营资金为10万美元，注册地 为南非比勒陀利亚，经营范围包括工程承包、本地采购、技术服务等。此举旨在推动能源领域技术装备 合作，提升公司综合竞争力。然而，设立分公司可能面临投资审批风险和经营管理风险，公司将通过专 业机构支持来应对这些挑战。 龙源技术：拟在南非设立分公司以拓展海外业务 ...

龙源技术（300105）公告，公司于2025年6月4日召开第六届董事会第十次会议，审议通过《关于设立龙 源技术南非分公司的议案》，同意公司设立龙源技术南非分公司，并批准授权管理层办理具体事宜。初 始运营资金为10万美元，注册地为南非比勒陀利亚，经营范围包括工程承包、本地采购、技术服务、跨 境贸易及市场开发等。成立南非分公司旨在增强海外项目竞争力，拓展南非市场业务，加快国际化发展 进程，提升综合竞争力。分公司设立不构成关联交易，亦不构成重大资产重组。 ...

股票代码：300105 股票简称：龙源技术 编号：临 2025-037 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。 一、设立南非分公司的概述 基于海外业务拓展需要，为进一步增强南非市场竞争力、满足海 外业务布局需要，烟台龙源电力技术股份有限公司（以下简称"公司 "）于 2025 年 6 月 4 日召开第六届董事会第十次会议，审议通过《关 于设立龙源技术南非分公司的议案》，同意公司设立龙源技术南非分 公司，并同意批准授权公司管理层办理本次设立分公司具体事宜。 本次设立分公司不构成关联交易，亦不构成重大资产重组。本次 设立分公司事项在董事会审批权限范围内，无需提交股东大会审议。 二、设立南非分公司的基本情况 1、公司名称：烟台龙源电力技术股份有限公司南非分公司。 2、初始运营资金：10 万美元（或等额的其他货币）。 烟台龙源电力技术股份有限公司 关于设立龙源技术南非分公司的公告 1、设立目的及对公司的影响 近几年，随着南非煤电绿色转型和可靠性发展需要，南非市场对 煤电节能环保技术及产品的需求持续增长。为增强海外项目竞争力， 进一步拓展南非市场业务，龙源技术拟于 ...

一、监事会会议审议情况 （一）审议通过《关于选举公司监事会主席的议案》 证券代码：300105 证券简称：龙源技术 公告编号：临 2025-036 烟台龙源电力技术股份有限公司 第六届监事会第十次会议决议公告 本公司及监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。 烟台龙源电力技术股份有限公司（以下简称"公司"）第 六届监事会第十次会议于 2025 年 6 月 4 日在烟台公司本部 以现场及通讯方式召开。根据《烟台龙源电力技术股份有限 公司章程》（以下简称"《公司章程》"）有关规定，本次会议 通知已于 2025 年 5 月 30 日以邮件方式发出，经全体监事同 意豁免会议通知时间要求。公司监事会共有监事 3 人，实际 出席会议监事 3 人。张玥监事、高振立监事以通讯方式参会 。监事会主席张玥女士主持本次会议，公司部分高级管理人 员列席。本次会议的通知、召集、召开和表决程序符合有关 法律法规和《公司章程》的规定。会议经认真审议，以举手 方式表决，形成如下决议： （一）经与会监事签字的监事会决议； 1 （二）深交所要求的其他文件。 特此公告。 烟台龙源电力技术股份有限公司 ...