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 - Jiejia Weichuang expects a net profit of 1.7 billion to 1.96 billion yuan for the first half of 2025, representing a year-on-year increase of 38.65% to 59.85% [1] - Micron Biotech's CS231295 clinical trial application has been approved by the FDA for treating advanced solid tumors [1] - Sinopec anticipates a net profit of 20.1 billion to 21.6 billion yuan for the first half of 2025, a decrease of 39.5% to 43.7% year-on-year [2] Group 2 - High Energy Environment has obtained a loan commitment letter from a financial institution for share repurchase [2] - Electric Power Investment Energy received a warning letter from the Inner Mongolia Securities Regulatory Bureau for inadequate disclosure in its semi-annual report [3] - Zhejiang University Net New won a bid for an intelligent engineering project worth 94.2712 million yuan [5] Group 3 - Daodaoquan reported a net profit of 181 million yuan for the first half of 2025, a year-on-year increase of 563.15% [8] - New Light Optoelectronics expects a net loss of 19 million to 23 million yuan for the first half of 2025 [9] - Aihua Pharmaceutical's two probiotic powder registration applications have been accepted [10] Group 4 - Xinhui Electric's subsidiary signed a product sales framework contract for commercial and household robots [11] - Baida Precision Engineering's subsidiary obtained 134,500 square meters of industrial land use rights [12] - Haiyang Technology's chief engineer resigned for personal reasons [13] Group 5 - Tianhe Magnetic Materials received a project filing notice for a 12,000-ton magnetic material deep processing project [22] - Wanlima is the pre-selected unit for a procurement project worth 43.835 million yuan from China Southern Airlines [24] - Yipin Hong's subsidiaries obtained two drug registration certificates [25] Group 6 - Zhejiang Jiaoke's subsidiary signed new construction projects worth 4.783 billion yuan in the second quarter [27] - Shenglan Co. received approval for issuing convertible bonds [29] - Jimi Technology expects a net profit of 88.6622 million yuan for the first half of 2025, a year-on-year increase of 2062.33% [31] Group 7 - Dingtong Technology reported a net profit of 115 million yuan for the first half of 2025, a year-on-year increase of 134.06% [32] - Huaheng Biological is planning to list on the Hong Kong Stock Exchange [34] - Yuntian Lihui submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [36] Group 8 - Nanchip Technology expects a net profit of 108.8 million to 133.1 million yuan for the first half of 2025, a decrease of 35.09% to 47.03% year-on-year [43] - Anglikang's Mesobam injection has received a drug registration certificate [44] - Jida Zhengyuan's shareholder plans to reduce their stake by up to 0.998% [45]

Group 1 - The core point of the article is that Wanlima (300591.SZ) has been announced as the pre-bid winner for the China Southern Airlines' procurement project for aircrew bags for the years 2025-2026, with an estimated contract value of approximately 43.835 million yuan [1] Group 2 - The procurement project was published by China Southern Airlines Group Import and Export Trade Co., and the public announcement of the bid results is set to conclude on August 2, 2025 [1] - The procurement quantity may vary during the contract period, but the unit price will remain unchanged [1] - The final contract and order will be based on the actual signed procurement contract [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]

Group 1 - The company, Wanlima (300591.SZ), has been announced as the pre-bid winner for the procurement project of aircrew luggage for China Southern Airlines (600029) for the years 2025-2026 [1] - The estimated bid amount for the project is approximately 43.835 million yuan [1]

Core Points - Wanlima has been announced as the pre-bid winner for China Southern Airlines' 2025-2026 comprehensive support department's aircrew luggage procurement project with an estimated bid amount of approximately 43.835 million yuan [1] Company Summary - Wanlima is set to secure a significant contract with China Southern Airlines, indicating potential growth opportunities for the company in the aviation support sector [1] - The contract value of approximately 43.835 million yuan reflects Wanlima's competitive positioning in the market [1] Industry Summary - The procurement project highlights the ongoing demand for aviation support services, particularly in the context of aircrew logistics [1] - Winning such contracts may enhance the reputation and operational capacity of companies like Wanlima within the aviation industry [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、 ...

金融界消息 截至2025年7月29日收盘，万里马（300591）报收于12.0元，上涨4.62%，换手率25.62%， 成交量89.85万手，成交金额10.51亿元。 资金流向方面，今日主力资金净流入6551.99万元，占比成交额6.23%。其中，超大单净流入9158.14万 元、占成交额8.71%，大单净流出2606.16万元、占成交额2.48%，中单净流出流出152.05万元、占成交 额0.14%，小单净流出6399.94万元、占成交额6.09%。 通过天眼查大数据分析，广东万里马实业股份有限公司共对外投资了8家企业，参与招投标项目749次， 知识产权方面有商标信息59条，专利信息173条，此外企业还拥有行政许可25个。 来源：金融界 天眼查商业履历信息显示，广东万里马实业股份有限公司，成立于2002年，位于东莞市，是一家以从事 商务服务业为主的企业。企业注册资本40567.3777万人民币，实缴资本32972.44万人民币。公司法定代 表人为林大耀。 万里马最新一期业绩显示，截至2025一季报，公司营业总收入8431.72万元、同比减少32.50%，归属净 利润1292.02万元，同比减少113.35% ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603511 | 要草股份 | 15.97 | -9.98% | 25.46万 | 4.10亿 | | 002485 | ST雪发 | 3.92 | -5.08% | 7.92万 | 3157.72万 | | 600137 | 浪莎股份 | 20.33 | -4.78% | 6.98万 | 1.44亿 | | 002780 | 三夫户外 | 13.78 | -2.82% | 7.96万 | 1.10亿 | | 002634 | 棒杰股份 | 4.23 | -2.76% | 13.65万 | 5793.72万 | | 001209 | 并示股份 | 17.82 | -2.20% | 3.45万 | 6203.62万 | | 603365 | 水星家纺 | 17.76 | -2.04% | 1.49万 | 2653.16万 | | 603958 | 哈森股份 | 16.42 | -2.03% | 2.79万 | 4596.96万 | | 002569 ...