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Core Insights - The convertible bond market showed positive performance with the Zhongzheng Convertible Bond Index rising by 0.58% to 467.84, with a total transaction volume of 874.89 billion [1] - A total of 458 convertible bonds were traded, with 380 increasing in value, 3 remaining flat, and 75 declining [1] - Notable gainers included JuLong Convertible Bond (涨12.11%), BoRui Convertible Bond (涨10.72%), and YouZu Convertible Bond (涨8.09%) [1][2] - Significant decliners included TianLu Convertible Bond (跌14.54%), Dongjie Convertible Bond (跌12.05%), and QiZheng Convertible Bond (跌4.97%) [1][2] Convertible Bonds Performance - Top five performing convertible bonds included: - JuLong Convertible Bond: 12.11% increase - BoRui Convertible Bond: 10.72% increase - YouZu Convertible Bond: 8.09% increase - HaoMei Convertible Bond: 8.04% increase - GaoCe Convertible Bond: 7.74% increase [2] - Bottom five performing convertible bonds included: - TianLu Convertible Bond: -14.54% decrease - Dongjie Convertible Bond: -12.05% decrease - QiZheng Convertible Bond: -4.97% decrease - LianCheng Convertible Bond: -4.51% decrease [2] Corresponding Stocks Performance - The stocks corresponding to convertible bonds showed varied performance: - Top gainers included: - HongWei Technology: 19.98% increase - KaiSheng New Materials: 19.98% increase - JuLong: 15.94% increase - FuLiWang: 12.65% increase - BoRui Pharmaceutical: 9.96% increase [4] - Top decliners included: - Dongjie Intelligent: -16.43% decrease - TianLu: -10.01% decrease - QiZheng Tibetan Medicine: -9.97% decrease - SheYan Institute: -8.46% decrease - GongTong Pharmaceutical: -7.30% decrease [5]

Market Performance - The three major A-share indices closed higher, with the Shanghai Composite Index up by 0.45%, the Shenzhen Component Index up by 0.64%, and the ChiNext Index up by 0.66% [1] - The Northbound 50 Index increased by 1.58%, and the total trading volume in the Shanghai and Shenzhen markets reached 1.7591 trillion yuan, an increase of 143.3 billion yuan compared to the previous day [1] - Over 3,300 stocks in the two markets experienced gains [1] Sector Performance - The PEEK materials, military equipment, and humanoid robot sectors saw significant gains [1] - PEEK materials showed strong performance, with companies like Zhongxin Fluorine Materials (002915) hitting the daily limit, and others such as Kaisheng New Materials (301069) and Xinhang New Materials (301076) also reaching the daily limit [1] - The military equipment sector continued to strengthen, with companies like Guorui Technology (300600) and Jiekang Equipment (300875) hitting the daily limit [1] - The humanoid robot sector also performed well, with Huami New Materials reaching the daily limit and several other companies like Haichang New Materials (300885) also hitting the daily limit [1] - Conversely, the pharmaceutical sector experienced a collective adjustment, with Qizheng Tibetan Medicine (002287) dropping over 9% and Guilin Sanjin (002275) declining nearly 7% [1]

Core Viewpoint - PEEK materials have shown strong performance in early trading, with significant gains in several companies involved in this sector [1] Company Performance - Xinhan New Materials has increased by over 16% [1] - Kaisheng New Materials has risen by over 12% [1] - Zhongxin Fluorine Materials has reached the daily limit [1] - Nanjing Julong and Pulite have also seen upward movement [1]

证券代码：300644 证券简称：南京聚隆 公告编号：2025-085 债券代码：123209 债券简称：聚隆转债 南京聚隆科技股份有限公司 （含交易费用）。本次回购符合公司回购股份方案及相关法律法规的要求。 二、其他说明 （一）公司回购股份的时间、回购股份数量、回购股份方式、回购价格等 符合公司《回购报告书》相关内容。 （二）公司回购股份的时间、回购股份数量、回购股份价格及集中竞价交 易的委托时段符合《深圳证券交易所上市公司自律监管指引第 9 号——回购股 份》等相关规定。 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 南京聚隆科技股份有限公司（以下简称"公司"）于 2025 年 1 月 13 日召 开的第六届董事会第五次会议，审议通过了《关于以集中竞价交易方式回购公 司股份方案的议案》，同意公司使用资金总额不低于人民币 2,000 万元（含） 且不超过人民币 4,000 万元（含）的自有资金及股票回购专项贷款资金以集中 竞价交易方式回购公司股份，用于员工持股计划或股权激励。回购股份价格不 超过人民币 32 元/股（含），实施期限为自公司第六届董事会第五次 ...

（文章来源：证券日报） 证券日报网讯 8月5日晚间，南京聚隆发布公告称，截至2025年7月31日，公司通过股份回购专用证券账 户以集中竞价交易方式回购公司股份1，263，000股，占公司目前总股本的1.14%。 ...

Group 1 - The company Nanjing Julong announced a share buyback of approximately 1.26 million shares, representing 1.14% of its total share capital, with a total expenditure of about 29.58 million yuan [2] - The highest transaction price during the buyback was 25.79 yuan per share, while the lowest was 18 yuan per share [2] Group 2 - For the fiscal year 2024, the company's revenue composition is as follows: automotive parts accounted for 74.63%, electronics and electrical for 9.58%, construction engineering for 6.57%, others for 4.49%, and rail transit fastening systems for 3.48% [2]

Group 1 - The PEEK materials concept increased by 4.11%, ranking second among concept sectors, with 32 stocks rising, including Xinhan New Materials which hit a 20% limit up [1][2] - Major gainers in the PEEK materials sector included Zhongxin Fluorine Materials, Fuchun Dyeing and Weaving, with respective increases of 12.41%, 9.71%, and 8.44% [1][2] - The sector saw a net inflow of 494 million yuan from main funds, with 20 stocks receiving net inflows, and 14 stocks exceeding 10 million yuan in net inflow [2][3] Group 2 - Zhongxin Fluorine Materials led the net inflow with 281 million yuan, followed by Xinhan New Materials and Jintian Co., with net inflows of 142 million yuan and 41.34 million yuan respectively [2][3] - The top three stocks by net inflow ratio were Zhongxin Fluorine Materials at 25.29%, Fuchun Dyeing and Weaving at 12.94%, and Hailide at 11.30% [3][4] - The trading volume and turnover rates for key stocks in the PEEK materials sector were significant, with Xinhan New Materials showing a turnover rate of 34.85% [3][4]

格隆汇8月5日丨南京聚隆(300644.SZ)公布，截至2025年7月31日，公司通过股份回购专用证券账户以集 中竞价交易方式回购公司股份1,263,000股，占公司目前总股本的1.14%，最高成交价为25.79元/股，最 低成交价为18.00元/股，支付的总金额2957.90万元(含交易费用)。 ...

南京聚隆科技股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 南京聚隆科技股份有限公司（以下简称"公司"）于 2025 年 1 月 13 日召 开的第六届董事会第五次会议，审议通过了《关于以集中竞价交易方式回购公 司股份方案的议案》，同意公司使用资金总额不低于人民币 2,000 万元（含） 且不超过人民币 4,000 万元（含）的自有资金及股票回购专项贷款资金以集中 竞价交易方式回购公司股份，用于员工持股计划或股权激励。回购股份价格不 超过人民币 32 元/股（含），实施期限为自公司第六届董事会第五次会议审议 通过本次回购股份方案之日起不超过 12 个月。具体内容详见公司于 2025 年 1 月 15 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《回购报告书》 （2025-006）。 根据公司《回购报告书》，自董事会通过本次回购方案之日起至回购实施 完成前，若公司在回购股份期内发生派息、送股、资本公积转增股本等除权除 息事项，自股价除权除息之日起，按照中国证监会及深圳证券交易所的相关规 定相应 ...