2024年1至12月份，南京聚隆的营业收入构成为：汽车零部件占比74.63%，电子电气占比9.58%，建筑 工程占比6.57%，其他占比4.49%，轨道交通扣件系统占比3.48%。 （文章来源：每日经济新闻） 南京聚隆（SZ 300644，收盘价：36.14元）8月5日晚间发布公告称，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约126万股，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元/股，支付的总金额约2958万元。 ...

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 ...

Market Overview - The Shanghai Composite Index closed at 3608.33 points, above the five-day moving average, with a gain of 0.70% [1] - The total trading volume of A-shares reached 1,290.701 billion yuan [1] Stocks Performance - A total of 1,063 A-shares have surpassed the five-day moving average, with notable stocks showing significant deviation rates [1] - Stocks with the highest deviation rates include: - Nanjing Julong (10.11%) - Changxin Bochuang (8.01%) - Dazhu CNC (7.93%) [1] - Stocks with smaller deviation rates that just crossed the five-day moving average include: - Allwinner Technology - Jinshiyuan - Yinlun Shares [1] Top Performing Stocks - The top stocks that broke through the five-day moving average and their respective performance metrics are: - Nanjing Julong: 11.60% increase, 23.45% turnover rate, latest price 36.76 yuan [1] - Changxin Bochuang: 13.44% increase, 14.23% turnover rate, latest price 95.40 yuan [1] - Dazhu CNC: 11.05% increase, 20.73% turnover rate, latest price 81.20 yuan [1]

Core Viewpoint - The A-share market shows a certain degree of differentiation, with the Shanghai Composite Index performing relatively strong, breaking through the 3600-point mark again, while the ChiNext Index shows weaker performance [2][4]. Market Performance - As of the midday close, the Shanghai Composite Index rose by 0.53% to 3602.13 points, the Shenzhen Component Index increased by 0.14% to 11056.69 points, while the ChiNext Index fell by 0.26% to 2328.36 points [4][5]. - The PEEK materials concept saw significant gains, with stocks like Huami New Materials rising over 20%, and Xinhang New Materials hitting a 20% limit up [2][6]. Sector Performance - In terms of sector performance, industries such as comprehensive, steel, real estate, banking, and agriculture showed notable gains, while sectors like computer, pharmaceutical, and communication experienced declines [5]. Notable Stocks - Huami New Materials saw a rise of 20.23%, with a market cap of 3.998 billion [7]. - Xinhang New Materials reached a limit up, with a market cap of 6.497 billion [7]. - Nanjing Julong increased by 13.63%, with a market cap of 4.116 billion [7]. - Zhongxin Fluorine Materials also hit a limit up [6]. Convertible Bonds - Dongjie Intelligent and its corresponding convertible bond, Dongjie Convertible Bond, both experienced a continuous 20% limit up for three consecutive trading days [9][11]. Overseas Orders - Dongjie Intelligent announced it received an overseas order worth 37.09 million Malaysian Ringgit, approximately 62.5 million RMB, which is expected to positively impact its business performance [12]. Hong Kong Market - In the Hong Kong market, Xindong Company saw a significant rise of over 26% [13][14]. - Xindong Company projected a revenue of no less than 3.05 billion RMB for the first half of the year, a year-on-year increase of approximately 37%, and a net profit of no less than 790 million RMB, a year-on-year increase of about 215% [16].

Market Performance - The three major A-share indices showed mixed results, with the Shanghai Composite Index up by 0.53%, the Shenzhen Component Index up by 0.14%, and the ChiNext Index down by 0.26% [2] - The North China 50 Index increased by 0.18%, and the total trading volume in the Shanghai and Shenzhen markets reached 101.86 billion yuan, an increase of 8.6 billion yuan compared to the previous day [2] - Over 3,300 stocks in the market experienced gains [2] Sector Performance - The PEEK materials sector, military equipment restructuring, and photolithography machine sectors saw significant gains, while the pharmaceutical sector underwent adjustments [2] - PEEK materials showed strong performance across the board, with Zhongxin Fluorine Materials hitting the daily limit, and companies like Xinhan New Materials, Huami New Materials, and Nanjing Julong rising over 10% [2] - The military equipment restructuring concept experienced fluctuations, with Great Wall Military Industry reaching the daily limit [2] - The photolithography machine sector also performed well, with Zhangjiang Hi-Tech hitting the daily limit [2] - The pharmaceutical sector faced collective adjustments, with Qizheng Tibetan Medicine hitting the daily limit down, and companies like Anglikang and Nanjing New Medicine dropping over 9% [2]

Core Viewpoint - The A-share market is experiencing a positive trend with significant movements in various sectors, particularly in brokerage stocks and PEEK material concepts, indicating potential investment opportunities and market confidence [1][3][4]. Market Performance - As of August 5, the A-share market showed positive fluctuations with the Shanghai Composite Index up by 0.29%, the Shenzhen Component Index up by 0.36%, and the ChiNext Index up by 0.42% [1]. - Notable stocks include Xinyi New Materials, which resumed trading and saw its price rise over 10%, exceeding 100 yuan [1]. Sector Highlights - The PEEK material concept stocks surged, with Weike Technology increasing by over 10%, alongside other companies like Nanjing Julong and Xinhan New Materials also showing gains [1][2]. - The military industry sector continued its strong performance, with Changcheng Military Industry hitting the daily limit [1]. Institutional Insights - Industrial analysts from Xinyi Securities believe that the core logic supporting the current market trend remains intact, with several potential catalysts that could boost market confidence, suggesting a new market rally could start at any time [3]. - According to China Merchants Securities, there is a high possibility of the A-share market reaching new highs in August, driven by the release of performance reports and the influx of external capital [4]. - Everbright Securities anticipates a structural market trend, with a focus on advanced packaging concepts, especially with the upcoming 26th International Conference on Electronic Packaging Technology [5].

2024年1至12月份，南京聚隆的营业收入构成为：汽车零部件占比74.63%，电子电气占比9.58%，建筑 工程占比6.57%，其他占比4.49%，轨道交通扣件系统占比3.48%。 南京聚隆（SZ 300644，收盘价：32.94元）8月4日晚间发布公告称，公司第六届第十五次董事会会议于 2025年8月4日在公司会议室召开。会议审议了《关于新增募集资金专户并授权签订募集资金三方监管协 议的议案》等文件。 （文章来源：每日经济新闻） ...

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-084 | | --- | --- | --- | | 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 关于使用部分闲置募集资金暂时补充流动资金的公告 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 8 月 4 日召开 第六届董事会第十五次会议，审议通过了《关于使用部分闲置募集资金暂时补充 流动资金的议案》，同意公司及全资子公司安徽聚兴隆新材料科技有限公司在保 证募集资金使用计划正常实施的前提下，使用部分闲置募集资金暂时性补充流动 资金，用于与主营业务相关的生产经营，总额不超过人民币 5,000 万元（含本数）， 使用期限自董事会审议批准之日起不超过 12 个月，到期或募集资金投资项目需 要时及时归还至募集资金专项账户。 现将具体情况公告如下： 一、募集资金基本情况 公司 2023 年 5 月 11 日经中国证券监督管理委员会证监许可〔2023〕1061 号《关于同意南京聚隆科技股份有限公司 ...

长城证券股份有限公司 关于南京聚隆科技股份有限公司 使用闲置募集资金进行现金管理的核查意见 二、募集资金投资项目及使用情况 根据《南京聚隆科技股份有限公司创业板向不特定对象发行可转换公司债 券招股说明书》，发行人向不特定对象发行可转换公司债券募集资金扣除发行费 用后将用于以下项目的投资建设： | 序号 | 项目名称 | | 项目总投资 | 募集资金投入金额 | | --- | --- | --- | --- | --- | | | | | （万元） | （万元） | | 1 | 年产 | 万吨特种工程塑料及改性 5 材料生产线建设项目 | 13,422.74 | 11,847.58 | | 2 | 年产 建设项目 | 30 吨碳纤维复合材料生产线 | 10,750.31 | 9,327.85 | | | 合 计 | | 24,173.05 | 21,175.43 | 截至 2025 年 7 月 31 日，公司已累计使用募集资金 132,716,217.31 元，募集 资金余额为 83,761,862.27 元（含利息收入）。 具体情况如下： 一、募集资金基本情况 发行人自 2023 年 5 月 11 日经中国 ...

| 证券代码：300644 | 证券简称：南京聚隆 | 公告编号：2025-083 | | --- | --- | --- | | 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 关于使用部分闲置募集资金进行现金管理的公告 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 8 月 4 日召开第 六届董事会第十五次会议审议通过了《关于使用部分闲置募集资金进行现金管理 的议案》。公司在确保不影响正常生产经营和募集资金投资项目建设的情况下， 使用不超过 5,000 万元（含本数）暂时闲置的募集资金进行现金管理，使用期限 自董事会审议通过之日起不超过 12 个月，在上述额度及有效期内可循环滚动使 用。公司闲置募集资金现金管理理财到期后将及时归还至募集资金专户。 一、募集资金基本情况 公司 2023 年 5 月 11 日经中国证券监督管理委员会证监许可〔2023〕1061 号《关于同意南京聚隆科技股份有限公司向不特定对象发行可转换公司债券注册 的批复》核准，获准向不特定对象发行 ...