Market Overview - The three major stock indices experienced strong fluctuations in the morning but fell in the afternoon, with the Shanghai Composite Index down 0.22% to 3448.45 points, the Shenzhen Component down 0.48% to 10343.48 points, and the ChiNext Index down 0.66% to 2114.43 points. The total trading volume in the Shanghai and Shenzhen markets was 162.35 billion [1] Military Industry - The military sector showed strong performance, with stocks like Youji Co. rising nearly 29%, and several others including Wanlima, Ketech Information, and Zhongke Haixun hitting the daily limit of 20% [3][4] - The military parade scheduled for September 3 is expected to showcase China's defense capabilities and may enhance military trade opportunities, transitioning from "cost-effective alternatives" to "technology benchmarks" [5] Digital Currency - The digital currency sector was active, with stocks like Xin'an Century and Ketech Information reaching the daily limit of 20% [7][9] - Hong Kong's government announced a policy to develop the digital asset sector, aiming to make Hong Kong a global innovation center for digital assets, which may boost the market for stablecoins and related services [10] Tourism and Hospitality - The tourism and hospitality sectors saw significant gains, with stocks like Tianmuhu and Qujiang Cultural Tourism hitting the daily limit, and Junting Hotel rising nearly 8% [13] - The "cooling economy" trend is driving summer tourism, with increased consumer demand for various services, indicating a potential boost in the tourism industry's performance [14]

关于取得发明专利证书的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 新晨科技股份有限公司（以下简称"公司"）于近日收到由国家知识产权局 颁发的《发明专利证书》，具体情况如下： 证书号：第 7969477 号 发明名称：一种联盟链上共识失效的应急方法 专利权人：新晨科技股份有限公司 证券代码：300542 证券简称：新晨科技 公告编号：2025-034 新晨科技股份有限公司 地址：100097 北京市海淀区蓝靛厂东路 2 号院金源时代商务中心 2 号楼 B 座 8 层 发明人：胡建鑫;付正;陈冬;曾凡华 专利号：ZL 2022 1 0533149.0 专利申请日：2022 年 05 月 12 日 申请日时申请人：新晨科技股份有限公司 申请日时发明人：胡建鑫;付正;陈冬;曾凡华 授权公告号：CN 114944913 B 授权公告日：2025 年 05 月 30 日 国家知识产权局依照中华人民共和国专利法进行审查，决定授予专利权，并 予以公告。 专利权自授权公告之日起生效。专利权有效性及专利权人变更等法律信息以 专利登记簿记载为准。 新晨科技股份有限公司董事 ...

Investment Rating - The industry investment rating is "Increase Holding," indicating an expectation that the industry index will outperform the benchmark by more than 5% in the next six months [29]. Core Insights - The report highlights a significant increase in merger and acquisition (M&A) activities, with a total of 78 M&A events reported during the week of June 16-22, excluding one failed event. Among these, 26 were classified as major M&A events, with 11 completed [9][13]. - Recent policy updates from regulatory bodies aim to enhance the M&A environment, including the introduction of simplified review processes and mechanisms for phased payment of shares [7]. - The report notes a growing confidence in the M&A market, with the number of filings for business concentration increasing by 9.9% year-on-year, reflecting a more active market [7]. Section Summaries 1. M&A Activity Overview - During the week of June 16-22, there were 78 M&A events involving listed companies, with 26 classified as major events and 11 completed [9][12]. 2. Policy Updates - Key policy updates include the promotion of phased payment mechanisms and simplified review processes for M&A, aimed at improving the success rate of mergers and enhancing corporate governance [7]. 3. Major M&A Events - A total of 10 major M&A events involved state-owned enterprises as buyers, indicating a trend towards consolidation in key sectors [13]. 4. Failed M&A Events - There was one reported failed M&A event during the week, where a company decided to terminate the transaction due to changing market conditions [16]. 5. Control Changes - Three companies disclosed changes in actual control, with one instance of state-owned capital entering a private enterprise [18]. 6. Market Performance - The restructuring index underperformed compared to the Wind All A index, with a negative excess return of -2.24% during the week [21].

Core Insights - The Web3.0 concept has seen a rise of 3.49%, ranking 10th among concept sectors, with 57 stocks increasing in value, including significant gains from companies like Guankang Technology and Zhongke Jincai, which hit the daily limit [1][2] Group 1: Market Performance - The top-performing stocks in the Web3.0 sector include Guankang Technology with a 20% increase, Zhongke Jincai with a 10% increase, and Sifang Jingchuang with a 19.97% increase [1][3] - The sector experienced a net inflow of 620 million yuan, with 30 stocks receiving net inflows, and six stocks attracting over 50 million yuan each [2][3] Group 2: Fund Flow Analysis - The leading stocks by net inflow ratio include Guankang Technology at 18.84%, Zhongke Jincai at 16.86%, and Xinhua Net at 15.82% [3] - Sifang Jingchuang topped the net inflow list with 222 million yuan, followed by Zhongke Jincai with 184 million yuan and Guankang Technology with 150 million yuan [2][3]

Market Overview - The Shanghai Composite Index closed at 3381.58 points, above the six-month moving average, with an increase of 0.65% [1] - The total trading volume of A-shares reached 1,146.922 billion yuan [1] Stocks Performance - A total of 377 A-shares have surpassed the six-month moving average today [1] - Stocks with significant deviation rates include: - Haixin Energy Technology (300072) with a deviation rate of 15.52% and a daily increase of 20.06% [1] - Tengyuan Cobalt (301219) with a deviation rate of 15.16% and a daily increase of 15.42% [1] - Liandi Information (839790) with a deviation rate of 11.67% and a daily increase of 14.76% [1] - Stocks with smaller deviation rates that just crossed the six-month line include: - JG Development (300323) with a deviation rate of 8.11% and a daily increase of 9.15% [1] - HST Electronics (600570) with a deviation rate of 6.13% and a daily increase of 6.35% [1]

Market Overview - The Shanghai Composite Index closed at 3365.07 points, above the six-month moving average, with a slight increase of 0.15% [1] - The total trading volume of A-shares reached 683.87 billion yuan [1] Stocks Performance - A total of 230 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Haixin Energy Technology (300072) with a deviation rate of 15.52% and a daily increase of 20.06% [1] - Tengyuan Cobalt Industry (301219) with a deviation rate of 14.14% and a daily increase of 14.39% [1] - Huacan Optoelectronics (300323) with a deviation rate of 10.66% and a daily increase of 11.75% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Furui Shares (002691) with a deviation rate of 4.23% and a daily increase of 10.05% [1] - Jiangnan Water (000421) with a deviation rate of 4.20% and a daily increase of 4.18% [1] - Baiyun Airport (600004) with a deviation rate of 4.04% and a daily increase of 4.38% [1]

截至发稿，优博讯、吉大正元、神州信息涨停，广电运通、长亮科技、拉卡拉等涨幅居前。 6月23日，跨境支付板块盘初大幅拉升，截至发稿，优博讯、吉大正元、神州信息涨停，广电运通、长 亮科技、拉卡拉等涨幅居前。 | 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 300531 | 优博讯 | +19.98% | 21.14 | | 003029 | 吉大正元 | +10.01% | 26.16 | | 0002222 | 神州信息 | +9.99% | 13.54 | | 300773 | 拉卡拉 | 46.34% | 30.00 | | 300180 | 华峰超纤 | 45.60% | 8.50 | | 002152 | 广申运通 | +4.51% | 13.19 | | 300348 | 长亮科技 | +4.14% | 14.84 | | 002647 | *ST仁东 | +4.11% | 5.82 | | 300386 | 飞天诚信 | +4.10% | 20.54 | | 002987 | 京北方 | +3.82% | 15.21 | | 300542 | 新 ...

Transaction Overview - The company plans to acquire 96.9628% equity of Beijing Tianyi Enhua Technology Co., Ltd. through a combination of issuing shares and cash payment, along with raising supporting funds [1][3] - This transaction is expected to constitute a major asset restructuring but will not qualify as a restructuring listing [1] Historical Disclosure - The company applied for a trading suspension on the Shenzhen Stock Exchange, which was announced in the suspension notice [1] - The company disclosed the progress of the transaction on April 14, 2025, during the suspension period [1][2] Progress of the Transaction - Since the disclosure of the proposal, the company and relevant parties are actively advancing the necessary work for the transaction [3] - As of the date of the announcement, due diligence, auditing, and evaluation work are being conducted in an orderly manner [3] - The company will convene a board meeting to review the transaction matters after the completion of the auditing and evaluation [3]

证券代码：300542 证券简称：新晨科技 公告编号：2025-033 新晨科技股份有限公司 关于重大资产重组的进展公告 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： 公司拟通过发行股份及支付现金相结合的方式收购北京天一恩华科技股份 有限公司 96.9628%股权并募集配套资金（以下简称"本次交易"）。本次交易预 计构成重大资产重组但不构成重组上市。 二、本次交易的历史披露情况 经公司向深圳证券交易所申请，公司股票（股票简称：新晨科技，股票代码： 300542）自 2025 年 4 月 8 日开市起停牌。具体内容详见公司于 2025 年 4 月 8 日 披露的《新晨科技股份有限公司关于筹划发行股份及支付现金购买资产并募集配 套资金事项的停牌公告》（公告编号：2025-006）。停牌期间，公司根据相关规定 及时履行信息披露义务，于 2025 年 4 月 14 日披露了《新晨科技股份有限公司关 1 于筹划发行股份及支付现金购买资产并募集配套资金事项的停牌进展公告》（公 告编号：2025-007）。 2025 年 4 月 21 日，公司第十一届董事会第 ...

| 300772 | 运达股 | 17.36 | 10.71 | 12.06 | 12.44 | 3.12 | | --- | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | | 300578 | 会畅通 | 2.92 | 3.1 1 | 19.51 | 20.08 | 2.93 | | | 讯 | | | | | | | 603599 | 广信股 | 2.97 | 1.23 | 11.48 | 11.80 | 2.79 | | | 份 | | | | | | | 002561 | 徐家汇 | 6.63 | 8.07 | 8.46 | 8.69 | 2.72 | | 688190 | 云路股 | 8.63 | 1.18 | 89.88 | 92.25 | 2.64 | | | 份 | | | | | | | 300542 | 新晨科 | 3.38 | 7.41 | 20.55 | 21.09 | 2.61 | | | 技 | | | | | | | 001267 | 汇绿生 | 4.13 | 2.26 | 8.60 | 8.82 | 2.54 | | ...