万里马8月20日收盘报13.13元，较前一交易日下跌0.39元，跌幅2.88%。当日开盘价为13.44元，最高触 及13.77元，最低下探至12.90元，成交量为857321手，成交金额达11.42亿元。 风险提示：股市有风险，投资需谨慎。 8月20日早盘9点38分左右，万里马股价出现快速反弹，5分钟内涨幅超过2%，当时报价13.6元，成交额 1.68亿元。 资金流向方面，8月20日主力资金净流出11932.80万元，占流通市值的2.59%。近五个交易日累计主力资 金净流出27871.10万元，占流通市值的6.05%。 万里马属于纺织服装行业，公司主营业务为箱包、服饰等产品的研发设计、生产和销售。公司产品线涵 盖商务、休闲、旅行等多个系列，主要面向国内市场。 ...

证券代码：300591 证券简称：万 里 马 公告编号：2025-042 广东万里马实业股份有限公司 关于收到中标通知书的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 2025 年 7 月 30 日，中国南航集团进出口贸易有限公司（招标代理机构）在 中国南方航空采购招标网（https://csbidding.csair.cn）上发布了《2025-2026 年南航 综合保障部空勤箱包采购项目评标公示》，广东万里马实业股份有限公司（以下 简称"公司"）成为中国南方航空股份有限公司 2025-2026 年南航综合保障部空 勤箱包采购项目的预中标单位。具体内容详见公司在巨潮资讯网披露的《关于南 航采购项目预中标的提示性公告》（公告编号：2025-040）。近日公司收到招标 代理机构发来的中标通知书，现将有关情况提示如下： 一、中标项目概况 1. 项目名称：2025-2026 年南航综合保障部空勤箱包采购项目 本项目招标采用框架采购模式，无固定总金额。根据公示评标结果、招标规 模及预测采购量，公司中标金额预计为 4,383.50 万元左右。合同期内的采购数 ...

Market Performance - The Shanghai Composite Index increased by 2.11% this week, with 76 stocks having a turnover rate exceeding 100% [1] - Among the stocks with a turnover rate over 100%, the machinery equipment sector had the highest representation with 19 stocks, followed by electronics and pharmaceuticals with 12 and 10 stocks respectively [1] High Turnover Stocks - The stock with the highest turnover rate this week was Beifang Changlong, with a turnover rate of 302.24% and a price increase of 48.46% [1] - Wanlima followed with a turnover rate of 212.07% and a price increase of 23.19% [1] - Weiman Sealing ranked third with a turnover rate of 208.77% and a price increase of 41.89% [2] Fund Flow - Beifang Changlong experienced a net outflow of 161.24 million yuan in main funds despite significant trading activity [1] - Wanlima also saw a net outflow of 257.57 million yuan in main funds [1] - Weiman Sealing had a net inflow of 123.29 million yuan in main funds [2] Earnings Reports - Among the stocks with a turnover rate over 100%, three have released mid-year reports, with Furi Electronics showing the highest net profit growth of 123.62% year-on-year [2] - A total of 20 stocks have announced half-year performance forecasts, with 10 expecting profit increases and 5 expecting to be profitable [2] - The stock with the highest median net profit growth forecast is Nanfang Precision, with an expected median net profit of 225 million yuan, representing a year-on-year increase of 32,215.50% [2]

Market Overview - The Shanghai Composite Index rose by 0.16% on August 7, with 18 out of the 28 sectors experiencing gains. The top-performing sectors were non-ferrous metals and beauty care, with increases of 1.20% and 0.99% respectively. The textile and apparel sector also saw a rise of 0.81%. Conversely, the pharmaceutical and biological sector and the electric equipment sector faced declines of 0.92% and 0.74% respectively [1]. Capital Flow Analysis - The main capital flow showed a net outflow of 37.824 billion yuan across the two markets. Eight sectors recorded net inflows, with the electronics sector leading at a net inflow of 3.124 billion yuan and a daily increase of 0.45%. The non-ferrous metals sector followed with a net inflow of 650 million yuan and a daily increase of 1.20% [1]. - A total of 23 sectors experienced net outflows, with the machinery equipment sector seeing the largest outflow of 6.321 billion yuan, followed by the national defense and military industry with an outflow of 6.071 billion yuan. Other sectors with significant outflows included pharmaceuticals, electric equipment, and computers [1]. Textile and Apparel Sector Performance - The textile and apparel sector increased by 0.81% with a net inflow of 465 million yuan. Out of 105 stocks in this sector, 47 stocks rose, including 5 that hit the daily limit. However, 54 stocks declined. Notably, 37 stocks had net inflows, with 5 stocks receiving over 50 million yuan in net inflows. The top stock for net inflow was Jihua Group, with an inflow of 388 million yuan, followed by Feiyada and Laishen Tongling with inflows of 135 million yuan and 110 million yuan respectively [2]. - The sector also had stocks with significant net outflows, with 6 stocks experiencing outflows exceeding 30 million yuan. The stocks with the largest outflows were Huafu Fashion, Wanlima, and Nanshan Zhishang, with outflows of 112 million yuan, 86.16 million yuan, and 39.82 million yuan respectively [2][4]. Top Gainers in Textile and Apparel Sector - The top gainers in the textile and apparel sector included: - Jihua Group: +10.09% with a turnover rate of 9.66% and a main capital flow of 388.31 million yuan - Feiyada: +10.03% with a turnover rate of 11.49% and a main capital flow of 135.38 million yuan - Laishen Tongling: +10.02% with a turnover rate of 10.05% and a main capital flow of 110.23 million yuan - Other notable gainers included Jin Hong Group and Mankalon with increases of 10.05% and 5.71% respectively [3]. Top Losers in Textile and Apparel Sector - The top losers in the textile and apparel sector included: - Huafu Fashion: -1.15% with a turnover rate of 9.28% and a main capital flow of -112.27 million yuan - Wanlima: +3.57% with a turnover rate of 47.18% and a main capital flow of -86.16 million yuan - Nanshan Zhishang: -2.20% with a turnover rate of 4.25% and a main capital flow of -39.82 million yuan - Other notable losers included Tanshizhe and Qipiwolf with declines of -0.44% and -1.47% respectively [4].

Group 1 - Northern Long Dragon, Hengyu Xintong, and Xingtuxinke experienced a surge, hitting the daily limit up [1] - A total of over ten stocks, including Aileda, Great Wall Military Industry, Aerospace Electronics, and Lijun Shares, also reached the limit up [1] - Companies such as Hangya Technology and Wanlima saw their stock prices increase by over 10% [1]

Group 1 - The artificial intelligence sector experienced significant stock price increases, with companies like Kesi Technology and Dongjie Intelligent reaching a 20% limit up, while others like Shanhai Intelligent and Nengke Technology also hit the limit up [1][2] - Notable stock performances included Wanlima at +14.72%, Jinxian Modern at +14.66%, and Yangguang Nuohe at +13.95%, indicating strong investor interest in AI-related companies [2] Group 2 - The State Council meeting on July 31 approved the "Deepening the Implementation of 'Artificial Intelligence+' Action Opinions," emphasizing the need for large-scale commercialization of AI applications across various sectors [3] - The policy aims to create a virtuous cycle of innovation and application, with government and state-owned enterprises leading by example and supporting technology implementation through open scenarios [3] - The report from Zhonghang Securities highlights that the AI industry is entering a value release window, with 2025 expected to mark the year of AI application landing, driven by advancements in general large model technology [3] - Investment focus is recommended on two main lines: (1) developers of large models and AI agent capabilities, and (2) applications of AI in real-world scenarios [3]

Key Points - Tibet Tourism may apply for suspension of trading if significant abnormalities occur in stock transactions [1] - Southern Road Machinery's stock price has deviated from its fundamental situation [1] - Industrial Fulian's major customers and products have not undergone significant changes [1] - Yingweike has established a relatively complete liquid cooling technology and product solution capability [1] - Victory Energy's operational situation remains normal with no significant changes in the internal and external business environment [1] - Qizheng Tibetan Medicine's operational situation is normal with no significant changes in the internal and external business environment [1] - Dongxin Co. states that its investment in Shanghai Lishuan's chip products is not applicable for large model computing clusters [1] - Guosheng Co. has obtained project filing related to PEEK from its wholly-owned subsidiary [1] - Action Education's actual controller proposed a mid-term dividend of 10 yuan per 10 shares [1] Mergers and Acquisitions - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share acquisition [1] - Dashengda intends to acquire 30% equity of Thailand's Far East [1] Financing - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1] - Sixuan New Materials intends to raise no more than 466 million yuan through a private placement [1] - Changhua Chemical plans to raise no more than 230 million yuan for a carbon dioxide polyether project [1] Share Buybacks and Reductions - Fuanna plans to repurchase shares worth between 55.85 million and 104 million yuan [1] - Jiangnan Yifan's board member intends to increase his stake in the company [1] - Jieya Co. and its concerted parties plan to reduce their holdings by no more than 4.95% [1] - Other companies including Tongda Co., Haohan Deep, and Wanhu Chemical also plan to reduce their holdings [1] Operational Data - Sinopec expects a net profit decline of 39.5% to 43.7% year-on-year for the first half of the year [1] - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half, up 16.05% year-on-year [1] - Daodaquan's net profit increased by 563.15% year-on-year, proposing a dividend of 1.76 yuan per 10 shares [1] - Zhengdan Co. reported a net profit increase of 120.35% year-on-year, proposing a dividend of 3 yuan per 10 shares [1] - Other companies reported varying profit changes, including losses and significant increases [1] Contracts and Major Investments - Sanhui Electric signed a framework contract for robot equipment sales [1] - Zhejiang University Network New's subsidiary won a smart engineering project worth 94.2712 million yuan [1] - New Aluminum Times plans to invest no less than 500 million yuan in a project for lightweight, high-strength auto parts [1] - Zhishang Technology will use part of its raised funds for a smart manufacturing production base in Vietnam [1]

Group 1 - The company, Wanlima, has been announced as the pre-bid winner for the procurement project of aircrew luggage for China Southern Airlines for the years 2025-2026 [1] - The estimated contract amount for the project is approximately 43.835 million yuan [1]

Core Viewpoint - The company has been selected as the preliminary winning bidder for the procurement project of aircrew luggage for China Southern Airlines for the years 2025-2026, with an estimated total bid amount of 43.835 million yuan [1] Group 1 - The project will utilize a framework procurement model, meaning there is no fixed total amount, and the final figures will depend on actual contracts and orders signed [1] - Successful implementation of this project is expected to have a positive impact on the company's future operating performance [1]

2025 年 7 月 30 日，中国南航集团进出口贸易有限公司（招标代理机构）在 中国南方航空采购招标网（https://csbidding.csair.cn）上发布了《2025-2026 年南 航综合保障部空勤箱包采购项目评标公示》，对项目中标候选人进行了公示，公 示期于 2025 年 8 月 2 日届满。广东万里马实业股份有限公司（以下简称"公司"） 成为中国南方航空股份有限公司2025-2026年南航综合保障部空勤箱包采购项目 的预中标单位。现将有关情况公告如下： 一、预中标项目概况 1. 项目名称：2025-2026 年南航综合保障部空勤箱包采购项目 2. 招标人：中国南方航空股份有限公司综合保障部 3. 项目编号：CZ2024011103 证券代码：300591 证券简称：万 里 马 公告编号：2025-040 广东万里马实业股份有限公司 关于南航采购项目预中标的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 4. 项目评审结果 经评审，确定为中标候选人。 5. 预计中标总金额 本项目招标采用框架采购模式，无固定总金额。根据公示评标结果、 ...