又一上市公司实控人被取保候审。 7月30日，红相股份（300427.SZ）发布公告称，公司实际控制人杨成因涉嫌违法被厦门市公安局 决定取保候审，期限自2025年7月29日起生效。 公告指出，杨成目前未在该公司担任任何职务，该公司日常经营管理由高管团队负责，此事项不会 对日常生产经营活动产生影响。 7月31日，红相股份开盘大跌近5%。据经济观察报统计，6月份以来，这已经是A股市场第三家实 控人被取保候审的上市公司，另外两家分别为中荣印刷集团股份有限公司（301223.SZ）、甬金科 技集团股份有限公司（603995.SH）。 被取保候审背后 7月31日，经济观察报记者致电红相股份证券事务部，一名人员回应称，此次实控人杨成被取保候 审，系因其此前涉及信息披露违法违规相关事项。目前该公司仍在配合公安机关的调查工作。 7月31日，经济观察报记者致电红相股份证券事务部，一名人 员回应称，此次实控人杨成被取保候审，系因其此前涉及信息 披露违法违规相关事项。目前该公司仍在配合公安机关的调查 工作。 作者： 蔡越坤 封图：图虫创意 上述红相股份证券事务部人员所指信息披露违规事项要追溯至2024年上半年。 2024年4月8日， ...

格隆汇7月31日｜红相股份(300427.SZ)跌7.6%，报6.32元，总市值32.14亿元。红相股份公告称，公司实 际控制人杨成收到厦门市公安局的《取保候审决定书》，根据《中华人民共和国刑事诉讼法》相关规 定，决定对其取保候审，期限从2025年7月29日起算。杨成目前未在公司担任职务，公司日常经营管理 由高管团队负责，上述事项不会对公司日常生产经营活动产生影响。公司生产经营正常，各项工作有序 开展。(格隆汇) ...

被取保候审背后 7月31日，经济观察报记者致电红相股份证券事务部，一名人员回应称，此次实控人杨成被取保候审，系因其此前涉及信息披露违法违规相关事项。目前该 公司仍在配合公安机关的调查工作。 取保候审，是指侦查机关责令犯罪嫌疑人提供担保人或缴纳保证金并出具保证书，保证其不逃避或妨碍侦查，并随传随到的一种强制措施。该措施通常对犯 罪较轻，不需要拘留、逮捕，但需要对其行动自由作一定限制的犯罪嫌疑人采用。 据红相股份年报披露，杨成，中国籍，无境外居留权，1961年出生，厦门大学统计学硕士。曾先后任厦门红相电力设备有限公司副总经理、厦门红相电力设 备进出口有限公司（"红相有限"，红相股份前身）副总经理、红相有限董事长、总经理、红相电力澳大利亚有限公司董事、中宁县银变新能源有限公司执行 董事、吴忠市红寺堡区银变新能源有限公司执行董事、卧龙电气银川变压器有限公司董事长、董事、厦门红相智能电力有限公司执行董事、红相股份董事 长、总经理。 7月29日公告披露，目前，杨成持有的2000万股红相股份处于质押状态，占其所持股份比例的73.96%，占该公司总股本比例的3.93%。 记者 蔡越坤 又一上市公司实控人被取保候审。 7月30 ...

来源：股市直击 7月31日消息，三大指数涨跌不一，元件板块涨幅居前。截至今日开盘，沪指报3604.70点，跌0.30%； 深成指报11208.46点，涨0.05%；创指报2382.97点，涨0.65%。 消息面： 1、中共中央政治局7月30日召开会议，决定今年10月在北京召开中国共产党第二十届中央委员会第四次 全体会议。会议指出，宏观政策要持续发力、适时加力；深入实施提振消费专项行动，在扩大商品消费 的同时，培育服务消费新的增长点；增强国内资本市场的吸引力和包容性，巩固资本市场回稳向好势 头。 2、7月30日，商务部部长王文涛会见美中贸易全国委员会董事会主席芮思博率领的代表团一行。双方就 中美经贸关系、美资企业在华发展等议题交换意见。王文涛表示，中国欢迎包括美资企业在内的各国企 业投资中国，共享发展机遇。 3、中央财政今年初步安排预算900亿元育儿补贴，各地将在8月下旬陆续开放育儿补贴申领。 4、天津大学科研团队与西北农林科技大学合作，成功构建"可吞服光电子胶囊-工程菌双向交流系统"， 建立起人类与肠道工程菌之间的光学"语言"，为肠道健康监测与疾病治疗开辟了新路径。 5、全国基孔肯雅热疫情防治工作电视电话会议 ...

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 - The Central Committee of the Communist Party of China will hold its fourth plenary session in October, emphasizing the need for macro policies to continue and enhance efforts to boost consumption and strengthen the domestic capital market [1] - The Ministry of Commerce of China expressed welcome for foreign investment, including from U.S. companies, to share development opportunities [2] - The National Development and Reform Commission has allocated a budget of 90 billion yuan for childcare subsidies, with applications opening in late August [3] Group 2 - The Hubei humanoid robot fund has launched with an initial investment of 5 billion yuan, focusing on the development of robotics technology [6] - The China Coking Industry Association has called for an increase in coke prices, with specific price adjustments announced for various types of coke effective July 31 [7] - The Dalian Commodity Exchange has adjusted trading limits for certain contracts related to industrial silicon and lithium carbonate [8] Group 3 - CATL reported a net profit of 30.5 billion yuan for the first half of the year, a year-on-year increase of 33.02%, and announced a cash dividend of 10.07 yuan per share [9] - Vanke A announced a loan of up to 869 million yuan from Shenzhen Metro Group [10] - Long River Power plans to invest approximately 26.6 billion yuan in the Gezhouba shipping capacity expansion project [10] Group 4 - Lide Man plans to acquire up to 70% of a tuberculosis diagnostic screening company, which is expected to constitute a major asset restructuring [11] - Dongxin Co. announced ongoing product optimization for its chip products, which have not yet generated revenue [12] - The stock of Hehua Co. is suspended due to plans for a change in control [13] Group 5 - The Federal Reserve maintained its target range for the federal funds rate at 4.25% to 4.50%, marking the fifth consecutive decision to keep rates unchanged [15] - The U.S. government announced a 50% tariff on imported semi-finished copper products effective August 1 [18] - The U.S. stock market showed mixed results, with the Dow Jones down 0.38% and the Nasdaq up 0.15% [21] Group 6 - Microsoft reported fourth-quarter revenue of $76.44 billion, a year-on-year increase of 18%, exceeding expectations [22] - Qualcomm's third-quarter adjusted revenue was $10.37 billion, a 10% increase year-on-year, with adjusted net income rising by 25% [23]

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]

今日焦点 宁德时代：上半年实现净利润305亿元同比增长33.02% 宁德时代公告，上半年实现收入1789亿元，同比增加7.27%；净利润305亿元，同比增长33.02%。报告 期内，本集团实现毛利448亿元，相比2024年同期增加14.45%；综合毛利率为25.02%，相比2024年同期 的23.45%上升1.57个百分点。 上纬新材：多次触及股票交易异常波动和严重异常波动情形明起停牌核查 上纬新材公告称，公司股票自2025年7月9日至7月30日期间多次触及股票交易异常波动及严重异常波动 情形。公司将于7月31日开市起停牌，预计停牌时间不超过3个交易日。公司基本面未发生重大变化，但 股票交易价格已严重脱离基本面，投资者参与交易可能面临较大市场风险。此外，公司股票价格涨幅显 著高于同期相关指数涨幅，换手率显著高于前期水平，市盈率显著高于行业平均水平。公司主营业务和 生产经营未发生重大变化，收购方未来十二个月内不存在资产重组计划，但控制权变更事项仍存在重大 不确定性风险。 金橙子：筹划购买萨米特光电55%股权，股票停牌 金橙子公告称，公司正在筹划以发行股份及支付现金的方式购买长春萨米特光电科技有限公司55%的股 ...

Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding operational updates, financial performance, and corporate governance changes. Group 1: Corporate Announcements - Happiness Blue Sea expects that the film "Nanjing Photo Studio" will not have a significant impact on its operating performance due to its low investment ratio [3] - Changjiang Electric Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project, with a total construction period of 91 months [4][5] - Yunnan City Investment elected Cui Kai as the new chairman following the resignation of Kong Weiran [6] - San Chao New Materials is planning a change in control, leading to a temporary suspension of its stock [7] - Hongxiang Co., Ltd.'s actual controller Yang Cheng has been granted bail pending trial, but this will not affect the company's daily operations [8] - Digital Certification will change its controlling shareholder to Beijing Data Group following a transfer of state-owned shares [9] - Pengding Holdings reported normal recent operations with no undisclosed significant matters [10] - Dongjie Intelligent is undergoing a potential change in its actual controller due to a planned transfer of fund shares [11] - Jin Chengzi is planning to acquire 55% of Samit’s equity, leading to a temporary stock suspension [13] - Dongxin Co., Ltd. has not yet generated revenue from its newly developed chip products [14] - Hehua Co., Ltd. is planning a change in control, with stock suspension expected [15] Group 2: Financial Performance - CATL reported a 33.02% year-on-year increase in net profit for the first half of the year, with total revenue of 178.886 billion yuan [18] - XGIMI expects a net profit of 88.6622 million yuan for the first half of the year, a significant increase of 2062.33% [19] - Changjiang Electric Power achieved a net profit of 12.984 billion yuan in the first half of the year, up 14.22% year-on-year [20] - Jinhe Biological reported a net profit of 138 million yuan for the first half of the year, a 51.52% increase [21] - Nanchip Technology anticipates a net profit decrease of 35.09% to 47.03% for the first half of the year, despite revenue growth [22] Group 3: Project and Contract Updates - Tengda Construction won a bid for the Taizhou Luqiao District Jin Qing Fishing Port shore protection project, with a bid amount of 56.0634 million yuan [23] - Sinopec Oilfield Services won a construction contract worth 3.597 billion yuan for a natural gas pipeline project [24] Group 4: Shareholding Changes - Hato Co., Ltd. announced that its shareholder Dazheng Group plans to reduce its stake by up to 1% [25] - Jiangbolong's actual controller and some directors committed not to reduce their holdings within 12 months [26] - Wansheng Co., Ltd. announced a planned reduction of up to 500,000 shares by a shareholder [27] - Desheng Technology's actual controller plans to reduce holdings by up to 3% [28] - Guangwei Composite's controlling shareholder intends to reduce its stake by up to 1.21% [30] Group 5: Fundraising Activities - Yonghui Supermarket plans to raise up to 3.992 billion yuan through a private placement to fund store upgrades and logistics improvements [31]

今日聚焦 1、上纬新材：多次触及股票交易异常波动和严重异常波动情形 明起停牌核查 上纬新材公告称，公司股票自2025年7月9日至7月30日期间多次触及股票交易异常波动及严重异常波动 情形。公司将于7月31日开市起停牌，预计停牌时间不超过3个交易日。公司基本面未发生重大变化，但 股票交易价格已严重脱离基本面，投资者参与交易可能面临较大市场风险。此外，公司股票价格涨幅显 著高于同期相关指数涨幅，换手率显著高于前期水平，市盈率显著高于行业平均水平。公司主营业务和 生产经营未发生重大变化，收购方未来十二个月内不存在资产重组计划，但控制权变更事项仍存在重大 不确定性风险。 注：截至周三收盘，上纬新材今年已累计涨超1288%，成2025年首只10倍股。 2、长江电力：拟出资约266亿元建设葛洲坝航运扩能工程 长江电力公告称，公司于2025年7月30日召开第六届董事会第四十四次会议，审议通过出资建设葛洲坝 航运扩能工程的议案，出资金额约为266亿元(可研估算)，出资范围为葛洲坝航运扩能工程及与其相关 的其他费用，资金来源为自有资金，最终具体出资金额以国家核定的初步设计概算为依据进一步确认。 3、永辉超市：拟定增募资不超过3 ...