蓝海华腾（300484）公告，持股5%以上股东、董事徐学海因自身资金需求，拟于2025年8月20日至2025 年11月19日，通过集中竞价或大宗交易方式减持不超过150万股，占公司总股本0.72%；任意连续90个 自然日内集中竞价减持总数不超过公司股份总数的1%，大宗交易不超过2%；减持价格不低于发行价。 ...

证券代码：300484 证券简称：蓝海华腾 公告编号：2025-048 深圳市蓝海华腾技术股份有限公司 关于持股 5%以上股东、董事股份减持计划的预披露公告 蓝海华腾 2025 年公告 持股 5%以上股东、董事徐学海先生保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 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）减持计划 1、本次拟减持的原因：自身资金需求 2、股份来源： 公司首次公开发行前已发行的股份、参与公司年度利润分配送转的股份及增 持的股份。 3、减持数量及占公司总股本的比例： 徐学海先生减持股份数量不超过1,500,000股，占公司总股本比例0.72%。（若 计划减持期间公司有送股、资本公积金转增股本等股份变动事项，上述股份数量 蓝海华腾 2025 年公告 深圳市蓝海华腾技术股份有限公司（以下简称"蓝海华腾"或"公司"）董 事会近日收到公司持股 5%以上股东、董事徐学海先生《关于拟减持深圳市蓝海 华腾技术股份有限公司股份的告知函》，现将有关情况公告如下： | 序 | | | | 持有公司 | 占公司 | 拟 ...

蓝海华腾 2025 年公告 | 赁）、运营管理服务；房屋租赁； | 赁）、运营管理服务；房屋租赁； | | --- | --- | | 工业自动控制系统装置制造；工 | 工业自动控制系统装置制造；工 | | 业自动控制系统装置销售；电机 | 业自动控制系统装置销售；电机 | | 及其控制系统研发；智能控制系 | 及其控制系统研发；智能控制系 | | 统集成；物联网设备制造；物联 | 统集成；物联网设备制造；物联 | | 网设备销售；物联网应用服务； | 网设备销售；物联网应用服务； | | 先进电力电子装置销售；电力电 | 先进电力电子装置销售；电力电 | | 子元器件销售；电力电子元器件 | 子元器件销售；电力电子元器件 | | 制造；合同能源管理；汽车零部 | 制造；合同能源管理；汽车零部 | | 件及配件制造；输配电及控制设 | 件及配件制造；输配电及控制设 | | 备制造；智能输配电及控制设备 | 备制造；智能输配电及控制设备 | | 销售；气体压缩机械制造；气体 | 销售；气体压缩机械制造；气体 | | 压缩机械销售；新能源汽车电附 | 压缩机械销售；新能源汽车电附 | | 件销售。（以上均不含法律 ...

Key Points - Zhongsheng Gaoke is planning a change in company control, with a potential transfer of 22.35% of shares at a valuation of 2.5 billion yuan, leading to a stock suspension starting July 16, 2025 [3][4] - Yanshan Technology's subsidiary is participating in a partnership to invest 41.64 million yuan in a fund that will ultimately invest in Bytedance Ltd [5] - Sanyuan Bio received an initial ruling of a 450.64% anti-dumping duty from the US Department of Commerce on erythritol, prompting a shift in sales strategy towards domestic markets [6] - Chutianlong is exploring digital currency projects but faces risks related to new technology development and commercial application [7] - Bertley is establishing a partnership to invest in humanoid robots and other emerging sectors, committing 198 million yuan [8] - China Merchants Highway's chairman resigned due to reaching retirement age [9] - Tibet Summit's controlling shareholder is under investigation for information disclosure violations, but it will not affect the company's operations [10][11] - ST Weir plans to acquire 51% of Zijiang New Materials for 546 million yuan, entering the lithium battery materials sector [12] - ST Yazhen's stock will be suspended for three days due to abnormal trading fluctuations [13] - Dahua Technology's subsidiary is shifting its listing to the Hong Kong Stock Exchange [14] Performance Forecasts - Zhongji Xuchuang expects a net profit increase of 52.64% to 86.57% for the first half of 2025, driven by strong demand for high-end optical modules [15] - Juchip Technology anticipates a 122.28% increase in net profit for the same period, benefiting from successful AI audio chip promotions [16] - Sitwei forecasts a net profit growth of 140% to 180%, with significant revenue increases from smartphone collaborations [17] - Tianyu Co. expects a net profit increase of 144.29% to 238.25%, aided by improved product structure and market strategies [18] - Jinli Yongci predicts a net profit growth of 151% to 180%, focusing on renewable energy and related sectors [19] - Blue Ocean Huaten expects a net profit increase of 152.76% to 190.68%, driven by growth in the new energy heavy truck market [20] - Maiqu'er anticipates a turnaround with a net profit of 1.4 million to 2 million yuan, compared to a loss in the previous year [21] - China Galaxy expects a net profit increase of 45% to 55%, with growth across various business segments [23] - Baicheng Pharmaceutical forecasts a significant decline in net profit, down 95.53% to 100% [24] Major Contracts - Jincheng signed a contract worth approximately 52.98 million USD for underground mining operations in the Democratic Republic of Congo [25] - ST Yundong entered a strategic cooperation agreement for drone development and investment with two companies [26] - Changgao Electric New's subsidiary won contracts totaling 445 million yuan from the State Grid [27] Shareholding Changes - Angli Education plans to reduce its repurchased shares by up to 573.1 million shares [28][29] - Lingzhi Software's shareholders plan to collectively reduce their holdings by up to 2.11% [30] - Founder Technology's major shareholder intends to reduce its stake by up to 2.27% [31] - Zhongfu Shenying's shareholder plans to reduce its stake by up to 1% [32] - Hangzhou Bank's shareholder intends to reduce its stake by up to 0.7% [33] - Haoyun Technology's chairman plans to reduce his stake by up to 400,000 shares [34] Financing Activities - Yuanwang Valley plans to raise up to 300 million yuan through a private placement for RFID production line projects and working capital [35]

7月15日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者参 考。 【品大事】 中晟高科：筹划公司控制权变更事项 股票明起停牌 中晟高科(002778)公告，公司收到控股股东苏州市吴中金融控股集团有限公司及其一致行动人苏州吴中 区天凯汇达股权投资合伙企业（有限合伙）（以下简称"天凯汇达"）的通知，天凯汇达正在筹划拟以上 市公司市值25亿的价格对外转让其所持公司22.35%股份事宜，该事项可能导致公司控制权发生变更。 本次交易对手方为福州千景投资有限公司，系其实际控制人翁声锦与何从夫妇主要从事投资业务的平台 公司。公司股票自2025年7月16日开市起停牌，预计停牌时间不超过2个交易日。 岩山科技：全资子公司参与设立合伙企业 将以股权形式最终投向Bytedance Ltd. 岩山科技(002195)公告，全资子公司海南瑞弘于近日与上海国策投资管理有限公司、上海子璟商务信息 管理中心、上海起铭信息科技有限公司共同参与投资嘉兴澜晟创业投资合伙企业（有限合伙），并签署 了《嘉兴澜晟创业投资合伙企业（有限合伙）合伙协议》。合伙企业的认缴出资总额为4164万元，公司 全资子公司海南瑞弘作为有 ...

Group 1 - Multiple QDII funds, including Bank of China Asia Pacific Select Bond (QDII), Bank of China US Dollar Bond (QDII), and Huaan Nasdaq 100 ETF Link (QDII), announced a suspension of large subscriptions, with limits set at 100 yuan for the first two and 1000 yuan for the latter [1] Group 2 - Several rural commercial banks in Zhejiang, including Qingtian, Songyang, Liandu, Suichang, Yunhe, and Jingning, received approval for capital increases, with Liandu Rural Commercial Bank increasing its registered capital from 561 million yuan to 578 million yuan [2] Group 3 - TrendForce estimates that the Robotaxi market in China will reach a scale of 44.5 billion USD by 2035, with a CAGR of 96% from 2025 to 2035, driven by increased vehicle numbers and reduced hardware costs [2] Group 4 - Canalys reports a 1% year-on-year decline in global smartphone shipments for Q2 2025, marking the first drop in six consecutive quarters [2] Group 5 - A surge in delivery orders due to platform promotions has led to significant operational strain on businesses, with one milk tea shop reporting a daily profit of only 400 yuan after costs and employee bonuses [3] Group 6 - Two brokerage apps, Yintai Securities and Caida Securities, were reported for illegally collecting and using personal information [4] Group 7 - Zhang Chunyan has resigned from his positions at two companies under Wanda Group, with changes in key personnel also reported [5] Group 8 - "Zhiyuan Robot" received strategic investment from Charoen Pokphand Robotics, aimed at exploring business in life sciences, new retail, and health services [6] Group 9 - CIFI Group's restructuring plan for three domestic bonds was approved, with participation rates of 91.63%, 81.71%, and 66.21% for the respective bonds [6] Group 10 - Changgao Electric New announced that its subsidiaries won a project from the State Grid worth 445 million yuan, accounting for 25.27% of the company's projected revenue for 2024 [6] Group 11 - China Nuclear Engineering reported new contracts totaling 87.149 billion yuan and revenue of 53.184 billion yuan as of June 2025 [7] Group 12 - Meili Technology expects a net profit increase of 66.85% to 92.52% for the first half of 2025, projecting profits between 78 million and 90 million yuan [8] Group 13 - Blue Ocean Huaten anticipates a net profit increase of 152.76% to 190.68% for the first half of 2025, with projected profits between 40 million and 46 million yuan [9] Group 14 - Jinwo Co. expects a net profit increase of 90.43% to 120.90% for the first half of 2025, projecting profits between 25 million and 29 million yuan [10] Group 15 - Satellite Chemical forecasts a net profit increase of 31.32% to 53.20% for the first half of 2025, with projected profits between 2.7 billion and 3.15 billion yuan [11] Group 16 - The ChiNext index rose by 1.73%, with significant activity in AI-related stocks, while the overall market saw a mixed performance with a total trading volume of 1.61 trillion yuan [12][13]

卫星化学：上半年净利润预增31.32%-53.20% 7月15日晚，卫星化学（002648）发布2025年半年度业绩预告，公司预计上半年实现归属于上市公司股 东的净利润27亿元至31.5亿元，同比增长31.32%-53.20%；预计实现扣除非经常性损益后的净利润28.52 亿元至33.02亿元，同比增长27.65%-47.79%。 资料显示，卫星化学成立于2005年8月，主营业务是(聚)丙烯、丙烯酸及酯、乙二醇、环氧乙烷、环氧 丙烷和聚乙烯等产品的生产和销售。 所属行业：基础化工–化学原料–其他化学原料 中国核建：累计新签合同871.49亿元 7月15日晚，中国核建（601611）发布公告称，截至2025年6月，公司累计实现新签合同871.49亿元，累 计实现营业收入531.84亿元。 资料显示，中国核建成立于2010年12月，主营业务是核电工程建设及工业与民用工程建设。 所属行业：建筑装饰–基础建设–基建市政工程 资料显示，怡球资源成立于2001年3月，主营业务是利用所回收的各种废旧铝资源，进行分选、加工、 熔炼等工序，生产出再生铝合金产品。 所属行业：有色金属–工业金属–铝 光库科技：上半年净利润预增60 ...

Bluesea Huateng 2025 Semi-Annual Performance Forecast Analysis [Performance Forecast Overview](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company projects a significant year-on-year increase in 2025 first-half net profit, driven by enhanced core business profitability Performance Forecast Summary | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | **Profit: 40 million CNY to 46 million CNY** | Profit: 15.825 million CNY | | Year-on-Year Growth | 152.76% - 190.68% | - | | **Net Profit After Deducting Non-Recurring Gains/Losses** | **Profit: 35.415 million CNY to 41.415 million CNY** | Profit: 9.982 million CNY | | Year-on-Year Growth | 254.79% - 314.90% | - | [Reasons for Performance Change](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Change) Significant performance growth is primarily driven by strong demand in the new energy heavy truck market and positive non-recurring gains/losses - The core driver of performance growth is the favorable demand in the downstream new energy heavy truck market, leading to strong growth in the company's new energy vehicle business segment[5](index=5&type=chunk) - Non-recurring gains/losses are expected to have a positive impact of approximately **4.585 million CNY** on the company's net profit for the current reporting period[6](index=6&type=chunk) [Important Statement and Risk Warning](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm%20and%20IV.%20Other%20Related%20Explanations) This performance forecast is a preliminary, unaudited estimate, with final data to be disclosed in the 2025 semi-annual report, cautioning investors about investment risks - The data related to this performance forecast has not been audited by an accounting firm[4](index=4&type=chunk) - This performance forecast is a preliminary estimate by the company's finance department, and specific data will be subject to the 2025 semi-annual report, so investors are advised to be aware of investment risks[7](index=7&type=chunk)

蓝海华腾 2025 年公告 证券代码：300484 股票简称：蓝海华腾 公告编号：2025-045 深圳市蓝海华腾技术股份有限公司 关于 2022 年限制性股票激励计划部分限制性股票 回购注销完成的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要提示： 1、深圳市蓝海华腾技术股份有限公司（以下简称"公司"）本次回购注销 2022 年限制性股票激励计划74名限制性激励对象已获授但尚未解除限售的限制性股票 合计 469,000 股，回购价格为 5.70 元/股，占本次回购注销前公司总股本的 0.23%， 并按《2022 年限制性股票激励计划（草案）》（以下简称"《激励计划》"）的 规定加算银行同期存款利息，回购资金总额为 2,815,587.93 元（含利息）。 2、截至 2025 年 7 月 10 日，公司已在中国证券登记结算有限责任公司深圳分 公司办理完成上述部分限制性股票的回购注销手续。本次回购注销完成后，公司 总股本将由 207,632,900.00 股减少至 207,163,900.00 股。 一、本激励 ...

蓝海华腾 2025 年公告 证券代码：300484 证券简称：蓝海华腾 公告编号：2025-044 深圳市蓝海华腾技术股份有限公司 关于持股 5%以上股东、董事减持股份触及 1%整数倍的公告 持股 5%以上股东、董事徐学海先生保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或者重大遗漏。 | 股份性质 | | 本次变动前持有股份 | 本次变动后持有股份 | | | --- | --- | --- | --- | --- | | | 股数（股） | 占总股本比 例 | 股数（股） | 占总股本比 例 | | 合计持有股份 | 13,456,348 | 6.4808% | 12,456,348 | 5.9992% | | 其中：无限售条件股份 | 3,364,087 | 1.6202% | 2,364,087 | 1.1386% | | 有限售条件股份 | 10,092,261 | 4.8606% | 10,092,261 | 4.8606% | | 股份种类（A | 股、B | 股） | 减持股数（股） | 减持比例（%） | | --- | --- | --- | --- | --- | ...