Market Overview - The A-share market showed a mixed performance today, with the Shanghai Composite Index falling over 1% and briefly dropping below the 3800-point mark, while the ChiNext Index remained relatively strong, rising by 0.95% to close at 2899.37 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 239.61 billion yuan, a decrease of 51.67 billion yuan compared to the previous day [1] Sector Performance - Over 4500 stocks in the market were in the red, with significant declines in the brokerage, insurance, and banking sectors. Notably, Guosheng Financial Holdings (002670) approached a trading halt, and major insurers like China Life (601628) and Xinhua Insurance (601336) fell over 2% [2] - The military industry sector saw substantial declines, with several stocks hitting the daily limit down [2] - Conversely, the innovative drug concept stocks were active, with Baohua Pharmaceutical (600721) and others hitting the daily limit up, while the solid-state battery concept stocks also surged, with EVE Energy (300014) rising approximately 12% [2][3] Solid-State Battery Sector - The solid-state battery concept was notably active, with stocks like Haibo Technology (300801) and EVE Energy (300014) achieving significant gains, including a 20% limit up for Haibo Technology [3] - EVE Energy announced the official unveiling of its solid-state battery production base in Chengdu, with an annual production capacity of nearly 500,000 cells expected after full operation. The first phase is set to be completed by December 2025, with a capacity of 60Ah batteries [5] - The solid-state battery technology is anticipated to accelerate due to rising demand and the establishment of industry standards, with a conference scheduled for September 2025 to discuss various standards related to solid-state batteries [5][6] Company Highlights - Tianpu Co., Ltd. (605255) achieved a ninth consecutive trading day of limit up, closing at 62.81 yuan per share, with a total market capitalization of 8.4 billion yuan [7] - Tianpu Co., Ltd. reported a revenue of 151 million yuan for the first half of 2025, a year-on-year decrease of 3.44%, and a net profit of 11.3 million yuan, down 16.08% year-on-year [10] - Jian Design (300668) experienced a significant last-minute surge, closing up 17.71% at 20.6 yuan per share, with a total market capitalization of 2.5 billion yuan [12]

Core Viewpoint - Jian Design's stock price increased by 17.71% on the trading day, with a turnover rate of 2.84% and a transaction volume of 52.73 million yuan, indicating strong market interest and activity [2] Trading Activity - The stock was listed on the Shenzhen Stock Exchange due to its closing price increase of 17.71%, with a total net purchase of 4.95 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction volume of 46.72 million yuan, with a buying amount of 25.84 million yuan and a selling amount of 20.89 million yuan, resulting in a net purchase of 4.95 million yuan [2] - The largest buying brokerage was Huaxin Securities, Nanjing Qingliangmen Street branch, with a buying amount of 14.78 million yuan, while the largest selling brokerage was Hu'an Securities, Chizhou branch, with a selling amount of 8.11 million yuan [2] Fund Flow - The stock experienced a net inflow of 980,500 yuan from main funds, with a significant inflow of 732,400 yuan from large orders and 248,100 yuan from medium orders [2] - Over the past five days, the main funds have seen a net outflow of 5.29 million yuan, indicating a potential shift in investor sentiment [2]

Market Overview - The Shanghai Composite Index closed at 3813.56 points, below the five-day moving average, with a decline of 1.16% [1] - The total trading volume of A-shares reached 23956.82 billion [1] Stocks Performance - A total of 136 A-shares broke through the five-day moving average today [1] - Stocks with significant deviation rates include: - Hailianxun (300277) with a deviation rate of 14.15%, closing at 15.46 yuan, up 20.03% [1] - Jian Design (300668) with a deviation rate of 13.27%, closing at 20.60 yuan, up 17.71% [1] - Airo Energy (688717) with a deviation rate of 12.32%, closing at 78.46 yuan, up 19.15% [1] - Other notable stocks with smaller deviation rates include: - Sainuo Medical (688108) with a deviation rate of 8.25%, closing at 36.28 yuan, up 12.67% [1] - Shouke Co. (600376) with a deviation rate of 7.01%, closing at 2.90 yuan, up 9.85% [1] Additional Stocks Data - Other stocks with notable performance include: - Zhongchen Technology (603275) with a deviation rate of 6.97%, closing at 53.94 yuan, up 9.99% [1] - Jingxing Paper (002067) with a deviation rate of 6.55%, closing at 4.62 yuan, up 10.00% [1] - Hanzhong Precision (002158) with a deviation rate of 6.30%, closing at 26.62 yuan, up 10.00% [1] - Additional stocks with lower deviation rates include: - Chaofei Technology (300303) with a deviation rate of 3.71%, closing at 7.10 yuan, up 5.34% [2] - Sega Technology (002796) with a deviation rate of 3.39%, closing at 14.72 yuan, up 10.01% [2] - Yongfu Co. (300712) with a deviation rate of 3.33%, closing at 26.45 yuan, up 5.25% [2]

Core Insights - The company Jian Design (300668) reported a decline in total revenue and net profit for the first half of 2025, indicating financial challenges [1] - The company's gross margin and net margin have significantly decreased compared to the previous year, reflecting operational difficulties [1] Financial Performance - Total revenue for the first half of 2025 was 234 million yuan, a decrease of 8.65% year-on-year [1] - The net profit attributable to shareholders was -588,700 yuan, a decline of 120.21% compared to the previous year [1] - The gross margin was 20.78%, down 17.91% year-on-year, while the net margin was -0.34%, a decrease of 121.84% [1] - The total of selling, administrative, and financial expenses reached 41.47 million yuan, accounting for 17.69% of total revenue, an increase of 34.2% year-on-year [1] Cash Flow and Debt - The company reported cash and cash equivalents of 233 million yuan, an increase of 14.46% year-on-year [1] - Accounts receivable slightly increased to 556 million yuan, up 0.73% year-on-year [1] - Interest-bearing debt decreased significantly to 6.71 million yuan, down 83.10% year-on-year [1] Historical Context - The company's historical median Return on Invested Capital (ROIC) is 19.74%, indicating good investment returns, although the worst year (2024) saw a ROIC of -1.36% [3] - The company has reported one loss year since its listing, suggesting the need for further investigation into the reasons behind recent performance [3] Recommendations - Attention is advised on the company's cash flow situation, as the average operating cash flow over the past three years has been negative [3] - Monitoring of financial expenses is recommended, given the negative net cash flow from operating activities over the past three years [3]

证券代码：300668 证券简称：杰恩设计 公告编号：2025-051 深圳市杰恩创意设计股份有限公司 关于续聘会计师事务所的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 深圳市杰恩创意设计股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日召开了第四届董事会第六次会议及第四届监事会第六次会议，会议审议通过了 《关于续聘会计师事务所的议案》，同意续聘立信会计师事务所（特殊普通合伙） （以下简称"立信"）担任公司 2025 年度审计机构，本事项尚需提交公司股东 会审议通过。本次续聘会计师事务所事项符合财政部、国务院国资委、证监会印 发的《国有企业、上市公司选聘会计师事务所管理办法》（财会〔2023〕4 号） 的规定。现将有关事项公告如下： 一、拟续聘会计师事务所事项的情况说明 立信会计师事务所（特殊普通合伙）具备为上市公司提供审计服务的经验与 能力，在为公司提供审计服务的工作中，能够遵循独立、客观、公正的职业准则， 恪尽职守，为公司提供了高质量的审计服务，其出具的报告能够客观、真实地反 映公司的实际情况、财务状况和经营成果，切实履行了审计机 ...

| | | 占用方与上 | 上市公司核算 | 2025 年期 | 2025 年半年度 占用累计发生 | 2025 年半年 度占用资金 | 2025 年半年 | 2025 年 6 月 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | 市公司的关 | 的会计科目 | 初占用资 | 金额（不含利 | 的利息(如 | 度偿还累计 | 30 日占用资 | 占用形成原因 | 占用性质 | | | | 联关系 | | 金余额 | 息） | 有) | 发生金额 | 金余额 | | | | 控股股东、实际控制 | | | | | | | | | | | | 人及其附属企业 | | | | | | | | | | | | 小计 | - | - | - | - | - | - | - | - | - | - | | 前控股股东、实际控 | | | | | | | | | | | | 制人及其附属企业 | | | | | | | | | | | | 小计 | - | - | - | - | ...

证券代码：300668 证券简称：杰恩设计 公告编号：2025-053 深圳市杰恩创意设计股份有限公司关于2025年半年度 转回资产减值损失及信用减值损失的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 深圳市杰恩创意设计股份有限公司（以下简称"公司"）2025 年半年度转回 信用减值损失 728,984.32 元，转回资产减值损失 2,917,587.85 元，现将具体情况 公告如下： （一）本次转回资产减值损失及信用减值损失的原因 一、本次转回资产减值损失及信用减值损失的情况概述 根据《企业会计准则》《深圳证券交易所上市公司自律监管指引第2号—— 创业板上市公司规范运作》等相关法律、法规和规范性文件及公司相关会计制度 的规定和要求，公司及纳入合并范围的子公司对截至2025年6月30日合并报表范 围内相关资产进行了全面清查并进行了减值测试，同时依据管理层对市场情况及 交易近况的研讨判断。基于谨慎性原则，对有关资产转回相应的减值准备。 （二）本次转回资产减值损失及信用减值损失的资产范围和总金额 公司及纳入合并范围的子公司对截至2025年6月30日的各类资 ...

证券代码：300668 证券简称：杰恩设计 公告编号：2025-052 深圳市杰恩创意设计股份有限公司 关于召开2025年第三次临时股东会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 深圳市杰恩创意设计股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日召开第四届董事会第六次会议，会议审议通过了《关于召开 2025 年第三次临 时股东会的议案》，决定于 2025 年 9 月 16 日（星期二）下午 15:00 召开 2025 年第三次临时股东会，现将相关会议事项通知如下： 一、召开会议的基本情况 1、股东会届次：深圳市杰恩创意设计股份有限公司 2025 年第三次临时股东 会。 2、股东会召集人：公司董事会。经公司第四届董事会第六次会议审议通过， 董事会决定召开本次股东会。 3、会议召开的合法及合规性：本次临时股东会的召开程序符合有关法律、 法规、部门规章、深交所规范性文件和《公司章程》的规定。 4、会议召开时间： （1）现场会议时间：2025 年 9 月 16 日（星期二）15:00 （2）网络投票时间：2025 年 9 月 16 日（ ...

深圳市杰恩创意设计股份有限公司（以下简称"公司"）第四届监事会第六 次会议通知已于 2025 年 8 月 15 日通过电子邮件及其他通讯方式送达，会议于 2025 年 8 月 26 日以现场方式在公司会议室召开。会议应出席监事 3 人，实际出 席监事 3 人，本次会议由公司监事会主席马艳女士召集和主持，会议的召集、召 开和表决程序符合《公司法》等法律、法规和《公司章程》的规定。 二、监事会会议审议情况 （一）审议通过《关于<2025 年半年度报告>全文及其摘要的议案》 证券代码：300668 证券简称：杰恩设计 公告编号：2025-049 深圳市杰恩创意设计股份有限公司 第四届监事会第六次会议决议公告 本公司及监事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 的《关于续聘会计师事务所的公告》。 本议案尚需提交股东会审议。 表决结果：同意 3 票，反对 0 票，弃权 0 票。 三、备查文件 《第四届监事会第六次会议决议》 经审核，监事会认为：公司《2025年半年度报告》全文及摘要的编制和审核 程序符合法律、法规和中国证监会的规定，报告内容真实、准确 ...

证券代码：300668 证券简称：杰恩设计 公告编号：2025-048 深圳市杰恩创意设计股份有限公司 （一）审议通过《关于<2025 年半年度报告>全文及其摘要的议案》 董事会认为：公司编制的《2025 年半年度报告》全文及摘要符合法律、法 规和中国证监会的有关规定，报告内容真实、准确、完整地反映了公司 2025 年 半年度的经营情况和财务状况，不存在虚假记载、误导性陈述或重大遗漏。 具体内容详见公司同日在巨潮资讯网上（http://www.cninfo.com.cn）披露 的《2025 年半年度报告》及《2025 年半年度报告摘要》。 公司董事会审计委员会 2025 年第四次会议审议通过此议案。 第四届董事会第六次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、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 深圳市杰恩创意设计股份有限公司（以下简称"公司"）第四届董事会第六 次会议通知已于 2025 年 8 月 15 日通过电子邮件及其他通讯方式送达，会议于 2025 年 8 月 26 日以现场结合通讯方式在公司会议室召开。会议应出席董事 7 人， 实际出席董事 7 ...