Key Points - Jiangnan Water received a stake increase from Lianan Life Insurance, reaching 5.03% of total shares [3] - Yingboer plans to transfer 100% equity of Zhuhai Dingyuan for 239 million yuan to optimize asset structure [4] - Chengbang Co. warns that its stock price fluctuations are not aligned with its fundamentals, as it has seen five consecutive trading days of price increases [6] - Weimais intends to invest 190 million yuan into its subsidiary for a new electric drive assembly project [7] - Fosun Pharma's subsidiary received EU GMP certification for its production facilities, indicating compliance with EU standards [8] - Jingwei Huikai plans to acquire an additional 12.44% stake in Nosi Micro, increasing its control in the semiconductor sector [9] - ST Tongmai will remove its delisting risk warning starting July 4, while continuing other risk warnings [10] - ST Modern seeks to apply for the removal of other risk warnings but will maintain delisting risk warnings [11] - Luxshare Precision is planning to issue H-shares for listing on the Hong Kong Stock Exchange [12] - Hainan Highway intends to purchase a 51% stake in Hainan Jiaokong Petrochemical, which will become a subsidiary [13] - Jucheng Co. plans to transfer 1.25% of its shares through a price inquiry [14] Performance Highlights - Foton Motor reported a 150.96% year-on-year increase in new energy vehicle sales for the first half of the year [15] - Jiangling Motors achieved a total vehicle sales of 172,700 units in the first half, up 8.15% year-on-year [16] - Changan Automobile's sales reached 1.3553 million units in the first half, with new energy vehicle sales growing by 49.05% [17] - Meinuohua expects a net profit increase of 142.84% to 174.52% for the first half of the year [18] - Jihong Co. anticipates a net profit increase of 55% to 65% for the first half of the year [19] - Nanjing Business Travel expects a net profit decrease of 67.4% to 78.27% for the first half of the year [20] - Madi Technology forecasts a net profit of 25 million to 27 million yuan, marking a turnaround from losses in the previous year [21] Major Contracts - Dash Intelligent signed a contract for an intelligent project worth 11.88 million yuan [22] - Jinyi Industrial won a bid for a 335 million yuan intercity railway materials procurement project [23] - Sichuan Road and Bridge signed a construction contract worth approximately 11.596 billion yuan [24] - Fulian Precision signed a cooperation framework agreement with Chuanfa Longmang for lithium battery material projects [26] Share Buybacks - Kweichow Moutai repurchased 72,000 shares in June, totaling 1.02 billion yuan [27] - Feiwo Technology plans to repurchase shares worth 25 million to 50 million yuan [28] - Nengte Technology intends to repurchase shares worth 300 million to 500 million yuan for capital reduction [29] - CATL has repurchased 6.641 million A-shares for a total of 1.551 billion yuan [30] Shareholding Changes - Renfu Pharmaceutical's shareholder plans to increase its stake by 1% to 2% [31] - Sanwei Xinan's shareholder intends to reduce its stake by up to 2% [33] - Data Port's shareholders plan to reduce their stakes by up to 2% [34] - Zhuzhou Design's controlling shareholders plan to reduce their stakes by up to 3% [35] - Tianji Co.'s controlling shareholders plan to reduce their stakes by up to 3% [36] - Anjisi's shareholders plan to reduce their stakes by up to 4% [37] Financing Activities - CITIC Securities received approval to issue up to 20 billion yuan in perpetual subordinated bonds [39]

Group 1 - Guizhou Moutai has repurchased a total of 3.3821 million shares as of June 30, 2025, accounting for 0.2692% of the total share capital, with a total expenditure of 5.202 billion yuan [2] - Luxshare Precision is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global financing capabilities and governance transparency [2] - Huazhong Xinchuang has received a project notification from a leading domestic eVTOL manufacturer for the development and supply of an intelligent cockpit multimedia display system [3] Group 2 - Meinohua expects a net profit of 46 million to 52 million yuan for the first half of 2025, representing a year-on-year increase of 142.84% to 174.52% [4] - Jiangnan Water has received a report from shareholder Lianan Life Insurance indicating an increase in shareholding by 46.99 million shares, representing 5.03% of the total share capital [5] - Huasen Pharmaceutical has received approval for clinical trials of its CX001 sustained-release tablets, marking a milestone for its innovative drug development platform [6] Group 3 - Zongshen Power anticipates a net profit growth of 70% to 100% for the first half of the year [7] - Yutong Bus reported a sales volume of 5,919 units in June, a year-on-year increase of 24.79% [7] - Guangzhou Port expects a 7.0% year-on-year increase in container throughput for June 2025 [7] Group 4 - Data Port's shareholders plan to reduce their holdings by up to 1.74% and 0.26% of the company's shares [9] - Humanwell Healthcare's shareholder plans to increase its stake by 1% to 2% [9] - Nengte Technology plans to repurchase shares worth between 300 million to 500 million yuan [10]

Group 1 - The core viewpoint of the news is the collaboration between Chuanfa Longmang and Fulim Precision Engineering to establish a joint venture for high-pressure dense lithium iron phosphate cathode materials and precursor projects [1][2] - The joint venture will invest in a new project with an annual capacity of 100,000 tons for high-pressure lithium iron phosphate and 100,000 tons for lithium dihydrogen phosphate precursor, as well as a 100,000 tons per year ferrous oxalate project [1] - Both companies are leaders in the domestic phosphate chemical sector and have expanded into lithium iron phosphate and other new energy materials [1][2] Group 2 - Fulim Precision Engineering reported a revenue of 2.697 billion yuan in Q1, a year-on-year increase of 80.30%, and a net profit of 124 million yuan, up 211.85% [1] - Chuanfa Longmang achieved total revenue of 2.084 billion yuan in Q1, with a year-on-year growth of 24.70%, while its net profit was 103 million yuan, a slight decline of 0.24% [1] - The collaboration aims to leverage Fulim's market demand and technical advantages along with Chuanfa's resource advantages to optimize product performance and cost [1][2] Group 3 - The partnership will enhance the core competitiveness and sustainable development capabilities of Fulim's lithium iron phosphate business [2] - Chuanfa Longmang believes the collaboration will strengthen its new energy materials business layout and improve its core competitiveness through a multi-resource green circular economy industry chain [2] - Both companies plan to establish a special working group to ensure high-quality completion of the collaboration projects through regular meetings and technical exchanges [2]

Core Viewpoint - The company Fulin Precision signed a cooperation framework agreement with Sichuan Development Longmang to establish a joint venture for lithium battery material projects, enhancing its capacity in the lithium material industry [1] Group 1: Partnership and Collaboration - Fulin Precision and Sichuan Development Longmang will engage in equity and capital cooperation [1] - The collaboration aims to jointly invest in a new joint venture company [1] Group 2: Project Details - The joint venture plans to establish a 100,000 tons/year high-pressure dense lithium iron phosphate project [1] - Additionally, a 100,000 tons/year lithium dihydrogen phosphate precursor project will be developed [1] - The projects will be located in the Mianzhu City Deyang-Abazhou Ecological Economic Industrial Park [1]

证券代码：300432 证券简称：富临精工 公告编号：2025-042 富临精工股份有限公司 关于与四川发展龙蟒股份有限公司签署《合作框架协议》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。 特别提示： 1、本协议为业务合作框架协议，为双方合作意愿和基本原则的框架性约定， 协议相关的实施内容和进度存在不确定性；合作具体事宜需双方另行协商签订项 目投资合作协议，并以有权机构审批为准，合作事项尚存在不确定性。 2、本次合作是基于公司整体发展战略需要以及对磷酸铁锂动力电池行业市 场前景的判断，但仍可能存在因受宏观经济、行业政策、市场环境变化等因素的 影响而未能按期建设完成、未能达到预期收益的风险。在项目推进过程中，双方 将通过建立和完善公司管理体系、建立健全的内部控制制度，并根据政策及市场 环境变化，防范和应对可能发生的经营风险，达到双方合作共赢的目的。敬请广 大投资者注意投资风险。 3、本协议的签署预计对公司2025年度经营业绩不会产生重大影响，对公司 未来年度经营业绩的影响需根据后续具体战略合作情况而定，能否达到合作预期 存在一定的不确定性。双方后续合作 ...

Group 1 - The controlling shareholder, Sichuan Fulian Industrial Group Co., Ltd., has released part of its pledged shares in Fulian Precision Engineering Co., Ltd. [1] - As of the announcement date, the controlling shareholder holds 519,741,617 shares, with 61,600,000 shares in a margin trading account, indicating no transfer of ownership [1] - There is no risk of forced liquidation of the pledged shares, ensuring stability in the company's operations and governance [4] Group 2 - The company completed the registration capital change and received a new business license, with the updated registered capital being 1.709 billion yuan [8] - The company specializes in the research, manufacturing, and sales of lithium iron phosphate and manganese lithium batteries for the new energy vehicle sector [8] - The company has a diverse range of products, including intelligent thermal management systems and electronic components for automotive applications [8]

富临精工股份有限公司 关于完成注册资本变更登记并换发营业执照的公告 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。 证券代码：300432 证券简称：富临精工 公告编号：2025-041 经营范围：研发、制造和销售：用于新能源汽车动力电池领域与储能电池领域 的磷酸铁锂、磷酸锰铁锂及新型电池正极材料；用于新能源智能汽车热管理系统的 智能热管理集成模块、电子水泵、电子油泵、电控执行器、电子水阀及电子控制器； 用于新能源汽车的电驱动系统、减速器、齿轴、壳体及差速器；用于汽车智能悬架 的可变阻尼减振系统、电磁阀、电子控制器及传感器；用于汽车发动机的电动 VVT、 液压 VVT、VVL 电磁阀、气门挺柱、气门摇臂、张紧器、喷嘴、喷嘴电磁阀、油泵 电磁阀及 GDI 泵壳；用于汽车变速箱的电磁阀及阀芯；用于工程机械领域的电子 泵、微特电机及控制器；非标设备及机电一体化产品（不含汽车）。从事技术、实 验及检测服务；从事货物及技术的进出口业务。（依法须经批准的项目，经相关部 - 1 - 类型：其他股份有限公司（上市） 住所：四川省绵阳高端制造产业园凤凰中路37号 富临精工股份有 ...

证券代码：300432 证券简称：富临精工 公告编号：2025-040 富临精工股份有限公司 关于控股股东部分股权解除质押的公告 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。 富临精工股份有限公司（以下简称"公司"）于2025年6月24日收到公司控 股股东四川富临实业集团有限公司（以下简称"富临集团"）函告，富临集团将 其持有的公司部分股份解除了质押，现将具体情况公告如下： 一、股东股份解除质押基本情况 1、本次股东股份解除质押基本情况 | 股东名称 | 是否为控股 股东及其一 | 本次解除质 押股份数量 | 占其所 持股份 | 占公司 总股本 | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 致行动人 | （股） | 比例 | 比例 | | | | | | | 24,640,000 | 4.74% | 1.44% | 2023 年 6 月 26 日 | 2025 年 6 月 20 日 | 中信证券股 份有限公司 | | 四川富临实 业集团有限 | 是 | | ...

Core Viewpoint - The reducer concept sector has shown significant growth, with a 4.82% increase, leading the market in terms of gains, driven by strong performances from several key stocks [1][2]. Sector Performance - The reducer concept sector outperformed other sectors, with 109 stocks rising, including notable gainers such as Xingyuan Zhuomei (20% increase), Liancheng Precision, Hangchi Qianjin, and Dexin Technology, all reaching their daily limit [1][2]. - Other sectors with notable gains include solid-state batteries (4.45%), humanoid robots (4.30%), and automotive thermal management (4.02%) [2]. Capital Flow - The reducer concept sector attracted a net inflow of 1.679 billion yuan, with 77 stocks receiving significant capital inflow. Six stocks saw net inflows exceeding 100 million yuan, led by Jiangsu Leili with 229 million yuan [2][3]. - Stocks with the highest net inflow rates include Liancheng Precision (34.57%), Hangchi Qianjin (32.73%), and Xingyuan Zhuomei (17.92%) [3]. Stock Highlights - Jiangsu Leili reported a 17.23% increase with a turnover rate of 10.96% and a net capital flow of approximately 229 million yuan [3]. - Hangchi Qianjin and Fulin Precision also showed strong performances with increases of 10.02% and 8.44%, respectively, alongside significant capital inflows [3][4].

Group 1: Industry Growth and Performance - The commercial vehicle production and sales in Sichuan reached over 11,000 units in the first five months of the year, marking a nearly 55% year-on-year increase, with new energy vehicle production and sales growing approximately 115% [1] - Yibin Kaiyi Automobile Co., Ltd. reported a production of 46,200 units and sales of 44,700 units in the same period, representing year-on-year increases of 352% and 251%, respectively [1] - Sichuan's total automobile production reached 420,000 units, a 36.4% increase year-on-year, with new energy vehicle production at 119,000 units, reflecting a 283.9% growth [1] Group 2: Strategic Initiatives and Market Expansion - Heavy Truck Chengdu's new energy vehicle models now account for nearly one-third of their production, a significant increase from less than 10% two years ago, driven by targeted market strategies and advanced product offerings [2] - Yibin Kaiyi has expanded its sales to 54 countries and regions, with an export volume exceeding 10,000 units, a 303% increase year-on-year [2] - Sichuan has established a collaborative mechanism around 15 key industrial chains, focusing on strengthening the new energy vehicle and power battery industry chain [2][3] Group 3: Technological Advancements and Future Prospects - Fulin Precision's automotive engine components and new energy vehicle intelligent control segments have seen double-digit growth in production [4] - Sichuan is enhancing traditional industries while strategically positioning itself for future industries, with companies like Sichuan Saike Power Technology rapidly advancing in solid-state battery development [4] - The province is actively promoting major vehicle projects and improving the ecosystem of the power battery industry to sustain growth [5][6]