Group 1 - In May, new RMB deposits exceeded 2 trillion, while new RMB loans were nearly 620 billion, indicating a disparity in growth between deposits and loans due to changes in financial institutions' asset diversification and financing structures [1] - The "Guzi economy" has rapidly exploded, with the Taotian toy industry achieving a market share of 70% during the first phase of the 618 shopping festival, significantly surpassing last year's performance [1] - Micron has confirmed the discontinuation of DDR4 production, with expectations of severe shortages in the coming quarters, particularly affecting the PC and data center sectors [1] Group 2 - The search volume for "LABUBU" on the Xianyu platform surged by 1000% month-over-month, indicating a strong demand for rental services of LABUBU figurines [2] - Multiple counterfeit LABUBU factories in Dongguan have ceased operations, likely due to increased copyright enforcement [2] - Minsheng Securities' chief strategist, Miao Yiling, has left the company, marking a significant change in the firm's research leadership [3] Group 3 - China Pacific Insurance reported a total premium income of 227.169 billion for its two subsidiaries in the first five months, with a year-on-year growth of 10.2% for life insurance [6] - Goldway plans to repurchase shares worth between 100 million to 150 million, with a maximum repurchase price set at 53 yuan per share [11] - Nanjing Julong intends to invest 130 million in a new production project for special materials, aiming for an annual output of 40,000 tons [10] Group 4 - A strategic research collaboration between Stone Pharmaceutical Group and AstraZeneca has been established, with potential earnings exceeding 5 billion from milestone payments and royalties [7] - The China Securities Regulatory Commission has approved the registration application for Jiangxi Aifenda's IPO on the Growth Enterprise Market [6] - Xizi Elevator has appointed Gao Feng as the new chairman following the passing of the previous chairman [4][5]

Group 1 - The company held its sixth supervisory board's ninth meeting on June 12, 2025, with all three supervisors present, and the meeting was conducted in accordance with relevant laws and regulations [1][2] - The supervisory board approved the proposal to sign a project cooperation agreement for an investment project, specifically a special materials production project with an annual capacity of 40,000 tons, with a total investment of 130 million yuan [1][2] - The project is expected to enhance the company's overall development strategy, optimize product structure, and strengthen market competitiveness, with a phased investment plan that will not adversely affect the company's financial and operational status [1][2]

Group 1 - The company, Nanjing Julong, plans to invest 130 million yuan to establish a production project for special materials with an annual output of 40,000 tons [1] - The project will involve the construction of a new production line and a three-dimensional warehouse, primarily focusing on the production of flame-retardant products [1] - The investment progress of the project will be phased and implemented based on market development conditions [1]

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-060 | | --- | --- | --- | | 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 第六届监事会第九次会议决议公告 一、监事会会议召开情况 南京聚隆科技股份有限公司（以下简称"公司"）第六届监事会第九次会 议于 2025 年 6 月 12 日在公司会议室现场召开。会议通知已于 2025 年 6 月 5 日 以邮件、专人送达方式发出。公司应参会监事 3 名，实际参加会议监事 3 名， 会议由监事会主席徐俊海先生主持，公司董事会秘书、证券事务代表列席了会 议。本次会议的召集、召开和表决程序符合《公司法》等有关法律法规和《公 司章程》的规定，形成的决议合法有效。 二、监事会会议审议情况 经与会监事认真审议，会议以记名投票表决方式通过了以下议案： 公司监事会在审阅《项目合作协议》等相关资料后，认为公司拟投资 1.3 亿元建设的"聚隆科技年产 4 万吨特种材料生产项目"，有助于持续推进公司 的总体发展战略，进一步优化公司产品结构，增强市场竞争力。项目投资进度 视市场发展情势，分期投资及实施， ...

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-061 | | --- | --- | --- | | 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 关于公司签署《项目合作协议》暨投资建设项目的公告 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 6 月 12 日召 开第六届董事会第十二次会议和第六届监事会第九次会议，审议通过了《关于 公司签署〈项目合作协议〉暨投资建设项目的议案》，现将有关内容公告如下： （一）签约主体：本公司和南京江北新区智能制造产业发展管理办公室 一、投资项目概述 为推进公司发展战略，扩大规模，满足市场需求，降本增效，提升智能化 制造水平，公司拟与南京江北新区智能制造产业发展管理办公室签订《项目合 作协议》。公司将在南京江北新区新锦湖路 6 号租赁 5800 ㎡厂房，项目总投资 1.3 亿元，投资建设"聚隆科技年产 4 万吨特种材料生产项目"。该项目将新建 特种材料生产线及立体库，主要生产阻燃类产品，旨在进一步优化 ...

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-059 | | --- | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | | 公司董事会战略委员会已审议通过了该议案，并同意提交董事会审议。 具 体 内 容 详 见 公 司 于 2025 年 6 月 13 日 在 巨 潮 资 讯 网 （www.cninfo.com.cn）披露的《关于公司签署〈项目合作协议〉暨投资建设 项目的公告》。 南京聚隆科技股份有限公司 第六届董事会第十二次会议决议公告 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。 一、董事会会议召开情况 南京聚隆科技股份有限公司（以下简称"公司"）第六届董事会第十二次 会议（以下简称"会议"）于 2025 年 6 月 12 日以通讯表决方式召开。会议通 知已于 2025 年 6 月 5 日以邮件、专人送达方式发出。公司应参会董事 7 名，实 际参加会议董事 7 名。本次会议由董事长刘曙阳先生主持，公司全体监事和高 级管理人员列席了会议，会议的召集和召开符合《公司法》和《公司章程》等 有关规定， ...

Core Viewpoint - The nanomaterials market in China is expected to grow significantly, reaching a scale of 155.52 billion yuan in 2024, driven by advancements in nanotechnology and expanding applications [1][8]. Group 1: Market Size and Growth - The market size of nanomaterials in China is projected to reach 155.52 billion yuan in 2024, with a further increase to 178.88 billion yuan in 2025 [1][8]. - Nanopowder products will dominate the market, accounting for approximately 63% of the total market size in both 2024 and 2025 [1][8]. Group 2: Industry Definition and Classification - Nanomaterials are defined as materials with at least one dimension in the nanoscale range (1-100 nanometers) and exhibit unique physical and chemical properties [3][5]. - Classification of nanomaterials includes categories based on material type, dimensionality, morphology, and functionality [5]. Group 3: Industry Development Status - The global nanomaterials market is expected to grow to 156.2 billion USD in 2024, with North America and Europe leading the market [6]. - The Asian region has seen rapid development in nanomaterials due to government support and increasing demand for specialized materials [6]. Group 4: Industry Value Chain - The nanomaterials industry value chain consists of upstream raw materials and equipment supply, midstream nanomaterials preparation and processing, and downstream application fields [10]. Group 5: Competitive Landscape - The industry has seen significant advancements in nanomaterials preparation technologies, with several research bases established in China [12]. - Key companies in the industry include Tian Nai Technology, Fangda Carbon, and others, focusing on various nanomaterials applications [12][13]. Group 6: Future Trends - The industry is expected to exhibit three main characteristics: high-end, intelligent, and sustainable development over the next decade [19][21]. - The focus will be on overcoming technological barriers, fostering deep integration of industry and academia, and promoting green processes to reduce carbon emissions [20][21].

Core Viewpoint - Badminton is a popular sport with low risk and high skill, increasingly adopted in schools, leading to a rise in badminton racket market demand. Technological advancements in racket design and materials enhance user experience, expanding the market significantly. The Chinese badminton racket market is projected to grow from approximately 2.553 billion yuan in 2024 to 3.79 billion yuan by 2030, driven by health consciousness and sports popularity [1][17]. Industry Overview - The badminton racket typically consists of the racket head, shaft, handle, and the joint between the shaft and frame. The development of rackets has focused on reducing weight, increasing frame stiffness, improving shaft elasticity, and minimizing air resistance [3][10]. - The badminton racket market is expected to reach approximately 5.55 billion yuan globally in 2024, with projections of growth to 8.24 billion yuan by 2030, fueled by rising health awareness and fitness culture [16]. Key Parameters of Badminton Rackets - Important parameters include racket length, weight, handle thickness, frame cross-section, head shape, balance point, shaft stiffness, maximum tension, and materials used. The standard length for international rackets is 665mm, with most domestic rackets being 675mm [6][9]. - The materials used in rackets have evolved from wood to aluminum and now to advanced composites like carbon fiber, which offers superior strength and lightweight properties [14][26]. Industry Development History - The design of badminton rackets has evolved from simple wooden designs focused on durability to modern rackets made from lightweight materials like carbon fiber, enhancing performance and aesthetics [10][20]. Industry Chain - The upstream of the badminton racket industry includes raw material suppliers (carbon fiber, graphene, titanium alloys, etc.), the midstream involves manufacturing processes (frame molding, handle processing, etc.), and the downstream consists of sales channels (sports specialty stores, e-commerce, supermarkets) [12]. Competitive Landscape - Major domestic brands in the badminton racket market include Li Ning, Victor, and Hong Shuangxi, while international brands like Yonex and Kawasaki dominate the high-end market. The competition is intensifying as brands increase R&D investments to enhance product performance and quality [20][21]. Future Trends - Material technology upgrades will drive high-end development, with a focus on optimizing composite materials and integrating smart technologies into rackets for enhanced user experience [26][27]. - The market is expected to see segmentation, with high-end products led by international brands and local brands focusing on mid-range offerings, catering to diverse consumer needs [28].

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-058 | | --- | --- | --- | | 债券代码：123209 | 债券简称：聚隆转债 | | 一、回购公司股份的进展情况 截至 2025 年 5 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 1.15%，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 29,579,027.23 元（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 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 ...

Group 1 - The company, Nanjing Julong Technology Co., Ltd., has received a notice from Changcheng Securities regarding the change of the designated sponsor representative for the ongoing supervision of its convertible bond issuance project for 2023 [1][2] - The original sponsor representative, Zhang Yandong, has left due to personal reasons, and Qiao Yingying has been appointed to continue the supervision work [1][2] - The new sponsor representatives for the project are Hu Genghua and Qiao Yingying, with the supervision period lasting until the obligations set by the China Securities Regulatory Commission and Shenzhen Stock Exchange are fulfilled [2] Group 2 - Qiao Yingying holds a master's degree, is a registered accountant, and currently works in the investment banking division of Changcheng Securities [4] - She has participated in the 2023 convertible bond issuance project for Nanjing Julong and has a good record in compliance with relevant regulations [4]