格隆汇7月31日｜A股开盘，上证指数跌0.3%，深证成指涨0.05%，创业板指涨0.65%。盘面上，CPO概 念高开，东山精密(002384)、中际旭创(300308)、生益电子涨超5%；辅助生殖概念活跃，利德曼 (300289)、汉商集团(600774)涨停，我国31省将辅助生殖技术纳入医保；有色金属板块普跌，湖南白 银、北方铜业跌超3%；军工装备板块低开，国瑞科技跌超8%，建设工业跌近6%。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) ...

以下文章来源于e公司 ，作者e公司 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时 上市公司标准化快讯，针对可能影响上市公司股价的主题概念、行业事件及时采访二次解读，从投资者 需求出发，直播上市公司有价值的活动、会议。 具体而言，7月30日，利德曼与先声祥瑞、先声祥瑞股东上海百家汇投资管理有限公司、海南先声百家汇 科技发展有限公司、南京百佳瑞企业管理咨询合伙企业（有限合伙）签署了《框架协议》，利德曼拟以现 金方式收购先声祥瑞合计不超过 70%的股份。 公告披露， 目标公司所处行业为生物药品制造，是一家主要从事体内诊断试剂及人用疫苗的企业，主要 产品为结核菌素纯蛋白衍生物， 卡介菌纯蛋白衍生物，结核分枝杆菌特异性细胞免疫反应检测试剂盒， 主要应用于结核筛 查、诊断、治疗及创新疫苗领域。 据官网显示，先声祥瑞是先声投资集团旗下成员企业，是一家正在成为创新驱动型的国家高新技术企业、 北京市专精特新 "小巨人"企业。 从本次交易资金来源看，公告披露，利德曼拟运用自有资金并结合银行并购贷款等方式筹集资金。截至目 前， 本次交易交易价格 尚未确定 。 公告显示， ...

Focus Events - The 20th Central Committee's Fourth Plenary Session will be held in October in Beijing, focusing on the report of work and the formulation of the 15th Five-Year Plan for national economic and social development [1] Macro News - The average interest rate for newly issued commercial housing loans in Q2 2025 is 3.09% [18] - The Ministry of Agriculture and Rural Affairs is guiding the orderly elimination of low-yield dairy cows and enhancing support for large-scale breeding enterprises [18] Company Focus - Feilong Co., Ltd. is expanding into the robotics industry, collaborating with several vehicle manufacturers on product development [20] - Yonghui Supermarket plans to raise up to 3.992 billion yuan through a private placement for store upgrades and logistics improvements [21] - WuXi AppTec is issuing new H-shares at a price of 104.27 HKD per share, aiming to raise approximately 7.7 billion HKD [23] - China Shipbuilding Emergency Response received a warning and a fine of 4 million yuan for information disclosure violations, with its stock being marked as ST [25] - Hongxiang Co., Ltd.'s actual controller has been released on bail [27] - A stock of Upwind New Materials has been suspended for review after a 1083.42% increase in price over 16 trading days [29] - CATL reported a net profit of 30.5 billion yuan for the first half of 2025, a 33% year-on-year increase [31] - XGIMI expects a 2062.33% increase in net profit for the first half of 2025 [33] - Zhiwei Intelligent reported a net profit of 102 million yuan for the first half of 2025, an 80.08% increase [34] - Jinhai Biological reported a net profit of 138 million yuan for the first half of 2025, a 51.52% increase [34] - Lideman is planning to acquire control of Xiansheng Xiangrui [36] - San Chao New Materials is planning a change in control, with stock suspension starting July 31 [36] - Digital Certification will change its controlling shareholder to Beijing Data Group [37] - Jin Orange is planning to acquire 55% of Samit [37] - Taotao Vehicle announced a strategic cooperation agreement with Yushu Technology for market expansion in robotics [38] - China State Construction recently secured 9 major projects totaling 28.33 billion yuan [40] - Yangtze Power plans to invest approximately 26.6 billion yuan in the Gezhouba shipping capacity expansion project [42] - Changying Precision has established partnerships with several leading humanoid robot brands [44]

Group 1 - Xizang Tourism (600749.SH) has not engaged in business cooperation with units related to the lower reaches of the Yarlung Tsangpo River hydropower project [1] - Changjiang Electric Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project [1] - Sinopec Oilfield Service has won a contract worth 3.597 billion yuan for an engineering project [1] Group 2 - Inner Mongolia Huadian completed a power generation volume of 24.324 billion kWh in the first half of the year, a year-on-year decrease of 14.58% [1] - Datang Telecom plans to transfer 3.3333% equity in its subsidiary Hefei Storage [1] - Junsheng Electronics has repurchased a total of 0.925% of its shares, completing the buyback [1] Group 3 - CATL reported a net profit increase of 33.33% to 30.485 billion yuan in the first half of the year and plans to distribute a dividend of 10.07 yuan per share [1] - Rongda Photoelectric's controlling shareholder and concerted parties plan to reduce their holdings by no more than 2.00% [1][2] - Huanzi Technology's shareholders plan to collectively reduce their holdings by no more than 3% [1][2] Group 4 - Yonghui Supermarket plans to raise no more than 3.992 billion yuan through a private placement for store upgrade and renovation projects [3] - Hongxiang Co., Ltd.'s actual controller Yang Cheng has been released on bail [3]

Group 1 - Lideman is planning a major asset restructuring by acquiring up to 70% of Beijing Xiansheng Xiangrui Biological Products Co., Ltd. This acquisition will grant Lideman control over the target company, which will become a subsidiary [1][2] - The target company specializes in in vitro diagnostic reagents and human vaccines, with products primarily used for tuberculosis screening, diagnosis, treatment, and innovative vaccine development. The acquisition will enhance Lideman's IVD business segment and overall competitiveness [2] Group 2 - Hehua Co. and Sanchao New Materials are planning control changes, leading to a suspension of their stocks starting July 31, 2025, for up to two trading days [3] - Changjiang Electric Power has approved an investment of approximately 26.6 billion yuan for the construction of the Gezhouba shipping capacity expansion project, with funding sourced from its own funds [4] Group 3 - Contemporary Amperex Technology Co., Ltd. (CATL) reported a 7.27% increase in revenue to 178.886 billion yuan and a 33.33% increase in net profit to 30.485 billion yuan for the first half of 2025. The company plans to distribute a cash dividend of 10.07 yuan per 10 shares [5] - Dingtong Technology reported a 73.51% increase in revenue to 0.785 billion yuan and a 134.06% increase in net profit to 0.115 billion yuan for the first half of 2025 [6] - XGIMI Technology expects a net profit of 88.662 million yuan for the first half of 2025, a significant increase of 2062.33% compared to the previous year [7] Group 4 - Jinchengzi is planning to acquire 55% of Changchun Samit Optoelectronics Technology Co., Ltd. through a combination of stock issuance and cash payment, with the stock suspension starting July 31, 2025, for up to 10 trading days [8] - Digital Certification is undergoing a change in its controlling shareholder due to the establishment of Beijing Data Group, which will involve the transfer of shares from its current controlling shareholder [9][10]

Core Viewpoint - Company is planning to acquire up to 70% of Beijing Xiansheng Xiangrui Biological Products Co., Ltd. through cash payment, aiming to gain control over the target company, which will become a subsidiary after the transaction is completed [1] Group 1: Transaction Details - The funding for the acquisition will come from the company's own funds and bank merger loans [1] - Prior to the transaction, the company did not hold any shares in the target company [1] - The investment framework agreement has been signed with the target company and its shareholders [1] Group 2: Target Company Overview - The target company operates in the biopharmaceutical manufacturing industry (C2761) [1] - It specializes in in vitro diagnostic reagents and human vaccines, with key products including purified protein derivative for tuberculosis and specific immune response detection kits [1] - The main applications of the target company's products are in tuberculosis screening, diagnosis, treatment, and innovative vaccine development [1] Group 3: Strategic Implications - Upon completion of the acquisition, the company's IVD (in vitro diagnostics) business segment will expand to include tuberculosis diagnostic screening and integrated treatment business, as well as innovative vaccine initiatives [1]

证券代码：300289 证券简称：利德曼 公告编号：2025-029 北京利德曼生化股份有限公司 关于筹划重大资产重组暨签署投资框架协议的提示性 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： 审批程序，存在未能通过有关决策、审批程序的风险。本次交易相关 事项尚存在重大不确定性，敬请广大投资者注意投资风险。 5、根据《上市公司股票停复牌规则》《深圳证券交易所上市公司 自律监管指引第 6 号——停复牌》等相关规定，本次交易筹划事项公 司股票不停牌，公司将根据相关事项的进展情况，分阶段及时履行信 息披露义务，敬请广大投资者注意投资风险。 一、本次交易事项概述 2025 年 7 月 30 日，公司与目标公司、目标公司股东上海百家汇 投资管理有限公司、海南先声百家汇科技发展有限公司、南京百佳瑞 企业管理咨询合伙企业（有限合伙）签署了《框架协议》，公司拟以现 金方式收购目标公司合计不超过 70%的股份。本次交易前，公司未持 有目标公司的股份；本次交易完成后，公司将成为目标公司控股股东， 目标公司将成为公司的控股子公司。 根据《上市公司重大资产重组管理办 ...

北京利德曼生化股份有限公司(以下简称"公司")于 2025 年 3 月 4 日召开第六届董事会第二次会议和第六届监事会第二次会议，审议通过 了《关于使用闲置自有资金进行委托理财的议案》，同意公司及子公司 使用额度不超过人民币70,000万元的暂时闲置自有资金进行委托理财， 用于购买银行、证券公司、信托公司、基金管理公司等金融机构发行的 安全性高、流动性好、中低风险的现金管理类产品或理财产品等，上述 额度自公司董事会审议通过之日起 12 个月内可循环滚动使用。内容详 见公司在巨潮资讯网（www.cninfo.com.cn）披露的《关于使用闲置自 有资金进行委托理财的公告》（公告编号：2025-007）、《关于使用闲置 自有资金进行委托理财的进展公告》（公告编号：2025-027）。 一、公司使用闲置自有资金进行委托理财进展情况 1、公司近期购买的银行理财产品到期赎回及取得收益情况： | 交易方 | 产品 | 类型 | 金额 （万 | 起息 | | 到期日 | | 预计年化收益率 | 赎回本金 | 实际收 益（万 | | --- | --- | --- | --- | --- | --- | --- | --- ...

证券代码：300289 证券简称：利德曼 公告编号：2025-027 北京利德曼生化股份有限公司 关于使用闲置自有资金进行委托理财的进展公告 | 产品 类型 | 金额 （万 | 起息 | | 到期日 | | 预计年化收益率 | 赎回本金 | 实际收 益（万 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 元） | 日 | | | | | （万元） | 元） | | 保本 浮动 | 8,000 | 2025 年 1 | 月 | 2025 7 月 | 年 7 | 1.3%-2.51% | 8,000 | 100.12 | | 收益 | | | | | | | | | | 公司 型 | | 6 日 | | 日 | | | | | | 交易方 华夏银行 股份有限 | | | | | | | | | | 名称 结 构 性 存 款 | | | | | | | | | 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。 北京利德曼生化股份有限公司(以下简称"公司")于 2025 年 3 月 4 日召开第 ...

Core Viewpoint - The in vitro diagnostics sector experienced a slight increase of 0.24% on July 4, with a net outflow of funds amounting to 42.33 million [1] Group 1: Market Performance - A total of 18 stocks in the sector saw gains, while 49 stocks declined [1] - The top decliners included Dongfang Ocean (-6.51%), Xilong Scientific (-3.81%), and Nearshore Protein (-2.54%) [1][1] Group 2: Stock Performance - Notable gainers included: - Hotgen Biotech with a price of 194.81 and an increase of 20.08%, attracting a net fund inflow of 2.125 million [1] - Saily Medical at 21.08, up 10.02%, with a net inflow of 1.758 million [1] - Zhongyuan Union at 25.87, rising 9.99%, with a net inflow of 1.38 billion [1] - Decliners included: - Botao Biotech at 37.34, down 3.38%, with a net outflow of 1.087 million [1] - Maike Biotech at 7.99, down 2.44%, with a net inflow of 176.92 thousand [1]