Market Overview - The A-share market experienced fluctuations on July 1, with the Shanghai Composite Index rising by 0.09%, while the Shenzhen Component Index and the ChiNext Index fell by 0.34% and 0.57% respectively [2][4]. Chip Industry - The chip industry chain continued to rise, with sectors such as photolithography machines and advanced packaging leading the gains. Notable stocks like Blue Eagle Equipment and San Chao New Materials reached the daily limit of 20% increase [6][8]. - The photolithography machine segment is highlighted as a core area for self-sufficiency, with significant market share in semiconductor equipment. Domestic demand for photolithography machines is expected to remain strong as local wafer fabs continue to expand [8]. Stablecoin Concept Stocks - Stablecoin concept stocks saw a significant decline, with companies like Jingbeifang, Xiongdi Technology, and Cuiwei Co. all dropping over 6% [9][10]. - The current divergence in monetary policy between the U.S. government and the Federal Reserve has created uncertainty regarding the future of stablecoin legislation, which is closely tied to the core issue of U.S. dollar issuance rights [10][11].

Group 1 - The U.S. President Trump signed an executive order to end sanctions against Syria, allowing for the relaxation of export controls on certain goods and aid to Syria [2] - Iran's Foreign Ministry is documenting Israel's aggression and crimes, maintaining communication with international organizations [3] - 17 provinces in China reported their fiscal data for the first five months of 2025, with Jilin province showing the highest growth rate [4] Group 2 - China's Ministry of Foreign Affairs stated that it has conditionally restored imports of seafood from certain regions of Japan, while maintaining its opposition to the discharge of nuclear-contaminated water [6] - The Chinese Ministry of Commerce expressed strong dissatisfaction and opposition to Canada's closure of Hikvision's operations in Canada, citing national security concerns [7] - China's manufacturing PMI rose to 49.7% in June, indicating a continuous improvement in manufacturing activity [8] Group 3 - The Ministry of Culture and Tourism in China plans to issue 570 million yuan in consumer vouchers during the summer cultural and tourism consumption season [9][10] - The Yangtze River Delta railway is expected to send over 190 million passengers during the summer transport period, marking a historical high [11] - The Chinese government announced a tax credit policy for foreign investors using distributed profits for direct investment in China from 2025 to 2028 [12] Group 4 - The State Administration of Foreign Exchange issued a new batch of QDII quotas totaling 3.08 billion USD to support qualified domestic institutional investors in cross-border investment [13] - The number of legal entities and other organizations in China has surpassed 200 million, with over 66 million legal entities and more than 1.27 billion individual businesses [14] - Chengdu's land revenue in the first half of the year reached 44 billion yuan, with a year-on-year increase of over 100% [16] Group 5 - Baidu and Huawei announced significant open-source initiatives for their AI models, with Baidu releasing 10 models from its Wenxin series and Huawei open-sourcing its Pangu models [29] - The competition in the Chinese automotive industry is intensifying as BYD is reportedly surpassing Tesla in sales in several key global markets [36]

第六届董事会第五次会议决议公告 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。 一、董事会会议召开情况 深圳市雄帝科技股份有限公司（以下简称"公司"）第六届董事会第五次会 议于 2025 年 6 月 30 日在公司会议室以现场与通讯表决的方式召开，会议通知于 2025 年 6 月 27 日以电子邮件、电话方式送达。本次董事会应参加董事 7 人，实 际参加董事 7 人，其中王绍宏、冯绍津、漆韡及唐孝宏以通讯表决方式参会。会 议由公司董事长郑嵩先生主持，公司全体监事、高级管理人员及董事会秘书列席 了本次会议。会议的召开符合《公司法》《公司章程》和《董事会议事规则》的 有关规定。 二、董事会会议审议情况 证券代码：300546 证券简称： 雄帝科技 公告编号：2025 – 030 深圳市雄帝科技股份有限公司 表决结果：同意：7 票；反对：0 票；弃权：0 票。 三、备查文件 1.《深圳市雄帝科技股份有限公司第六届董事会第五次会议决议》； 2. 深交所要求的其他文件。 特此公告。 深圳市雄帝科技股份有限公司董事会 经与会董事投票表决，审议通过了如下决议： 1.审议通过 ...

深圳市雄帝科技股份有限公司（以下简称"公司"或"雄帝科技"）于 2025 年 6 月 30 日召开第六届董事会第五次会议及第六届监事会第五次会议，会议审 议通过《关于新增部分募投项目实施主体、调整盈利模式及开立募集资金专户并 签订三方监管协议的议案》，同意新增部分募投项目实施主体、调整盈利模式及 开立募集资金专户并签订三方监管协议事项。现将具体情况公告如下： 一、募集资金基本情况 根据中国证券监督管理委员会《关于同意深圳市雄帝科技股份有限公司向特 定对象发行股票注册的批复》（证监许可〔2021〕1346 号），公司获准向特定对象 发行人民币普通股（A 股）股票 6,896,551 股，发行价为每股人民币 29.00 元， 共计募集资金 199,999,979.00 元，坐扣不含税承销和保荐费用 2,358,490.56 元 （实际不含税保荐及承销费为 3,301,886.78 元，前期已预付不含税保荐费 943,396.22 元）后的募集资金为 197,641,488.44 元，已由主承销商平安证券股 份有限公司于 2022 年 3 月 23 日汇入本公司募集资金监管账户。另扣除律师费、 审计费、发行登记费等 ...

证券代码：300546 证券简称： 雄帝科技 公告编号：2025 – 031 深圳市雄帝科技股份有限公司 经与会监事投票表决，审议通过了如下决议： 1.审议通过《关于新增部分募投项目实施主体、调整盈利模式及开立募集资 金专户并签订三方监管协议的议案》 经审核，监事会认为：本次募投项目相关调整事项，根据公司自身业务战略 布局及实际经营发展需要所做的调整具有合理性，符合公司及全体股东利益，不 存在改变或变相改变募集资金投资方向的情形，符合《上市公司募集资金监管规 则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运 作》等相关法律法规的规定。不存在损害公司及全体股东尤其是中小股东利益的 情形，不会对募投项目实施造成不利影响。 具体内容详见公司同日于巨潮资讯网（http://www.cninfo.com.cn）披露的 《关于新增部分募投项目实施主体、调整盈利模式及开立募集资金专户并签订三 方监管协议的公告》。 表决结果：同意：3 票；反对：0 票；弃权：0 票。 三、备查文件 第六届监事会第五次会议决议公告 本公司及监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 ...

平安证券股份有限公司 关于深圳市雄帝科技股份有限公司 新增部分募投项目实施主体、调整盈利模式及开立募集资金专 户并签订三方监管协议事项的核查意见 根据中国证券监督管理委员会《关于同意深圳市雄帝科技股份有限公司向 特定对象发行股票注册的批复》（证监许可〔2021〕1346 号），公司获准向特 定对象发行人民币普通股（A 股）股票 6,896,551 股，发行价为每股人民币 29.00 元，共计募集资金 199,999,979.00 元，坐扣不含税承销和保荐费用 2,358,490.56 元（实际不含税保荐及承销费为 3,301,886.78 元，前期已预付不含 税保荐费 943,396.22 元）后的募集资金为 197,641,488.44 元，已由主承销商平 安证券股份有限公司于 2022 年 3 月 23 日汇入本公司募集资金监管账户。另扣 除律师费、审计费、发行登记费等其他发行费用（不含增值税）1,606,506.18 元 以及前期预付的不含税保荐费 943,396.22 元，公司本次募集资金净额为 195,091,586.04 元。上述募集资金到位情况业经天健会计师事务所（特殊普通合 伙）验证，并由其出 ...

Market Overview - The three major A-share indices collectively rose, with over 4,000 stocks in the market increasing. The Shanghai Composite Index rose by 0.59%, the Shenzhen Component Index by 0.83%, and the ChiNext Index by 1.35% [1] - The defense and military industry led the market, with stocks such as Hengyu Xintong, Chenxi Aviation, and Guorui Technology hitting the daily limit [1] Sector Performance - The media sector remained active, with stocks like Kaiying Network, Jibite, and Giant Network reaching the daily limit [2] - The telecommunications sector saw a late surge, with Zhongguang Fang雷 hitting the daily limit, along with Dongxin Heping, Zhongci Electronics, and Rihai Intelligent also reaching the daily limit [3] - Conversely, the large financial sector weakened, with non-bank financials experiencing significant declines, including Guosheng Jinkong down by 6% and Nanhua Futures and Ruida Futures dropping over 3% [3] Institutional Activity - Institutional participation remained consistent with the previous week, with a net buying and selling amount exceeding 10 million yuan for 25 stocks, including 17 net buys and 8 net sells. Notable net buys included Chengfei Integration at 249 million yuan, Xiongdi Technology at 137 million yuan, and Chenxi Aviation at 115 million yuan [4]

Market Overview - On June 30, the market opened high with over 4,000 stocks rising, 1,127 stocks declining, 92 stocks hitting the daily limit up, and 5 stocks hitting the daily limit down [1] - Market hotspots focused on sectors such as military industry, solid-state batteries, performance growth, and controllable nuclear fusion [1] High-Performing Stocks - Notable military stocks include Changcheng Military Industry with 7 limit ups in 9 days, Hunan Tianyan with 4 limit ups in 6 days, and Zhongguang Optical with 3 limit ups in 4 days [3][4] - In the PCB sector, Zhongjing Electronics achieved 6 limit ups in 9 days, while solid-state battery stocks like Xingye Co. had 6 limit ups in 8 days [3][4] Trading Volume and Turnover - The top three stocks by net buying on the Dragon and Tiger list were Chenxi Aviation, Chengfei Integration, and Xiongdi Technology, with net purchases of 307 million, 257 million, and 160 million respectively [5][6] - The trading volume for Chenxi Aviation reached 1.457 billion, with a turnover rate of 13.50% [6] Stock Performance Metrics - Changcheng Military Industry saw a price increase of 10.00% to 29.05, with a turnover rate of 12.47% and a trading volume of 256.4 million [4] - Xingye Co. increased by 10.01% to 19.79, with a turnover rate of 20.39% and a trading volume of 103.3 million [4] Institutional Activity - Institutional net buying was significant, with Chengfei Integration attracting 2.5 billion in net purchases, and Xiongdi Technology receiving 1.38 billion [8][10] - The top net selling stocks included Hengbao Co., Wanlima, and Dadongnan, with net sales of 183 million, 143 million, and 98.6 million respectively [7][9] Sector Highlights - The military sector showed strong performance, with stocks like Zhongguang Optical and Beifang Navigation also experiencing significant gains [4][12] - Solid-state battery stocks are gaining traction, with companies like Dadongnan and Xingye Co. showing robust trading activity [4][17] Summary of Key Stocks - Chenxi Aviation, a military and aviation equipment stock, saw a significant price increase of 19.99% and a trading volume of 1.457 billion, marking a cumulative increase of over 141% since April 9 [9][12] - Chengfei Integration reported a revenue of 329.51 million, a year-on-year increase of 149.25%, despite a net loss of 1.52 million [12][16]

Group 1 - The core viewpoint of the news highlights that 34 stocks were listed on the institutional trading leaderboard, with 25 stocks experiencing net buying and 9 stocks facing net selling [1] - The top three stocks with the highest net buying by institutions were Chengfei Integration (¥250 million), Xiongdi Technology (¥138 million), and Chenxi Aviation (¥115 million) [1][2] - Chengfei Integration is actively expanding into markets such as aviation engines and aerospace, while also focusing on civil aviation and low-altitude economy developments, seeking new business opportunities [3] Group 2 - The military industry is expected to benefit from increasing global military trade demand due to geopolitical changes, with China's military products gaining recognition after recent conflicts [3] - The digitalization and capitalization of Real World Assets (RWA) is becoming a significant direction for the integration of the digital economy and the real economy, with various countries initiating RWA-related projects [3]

雄帝科技（300546）今日涨10.17%，成交额20.62亿元，换手率43.38%，盘后龙虎榜数据显示，3家机构 专用席位净买入1.38亿元。 ...