上市公司 2025 年上半年非经营性资金占用及其他关联资金往来情况汇总表 编制单位：河南省中工设计研究院集团股份有限公司 金额单位：人民币万元 | | | | 上市公司 | | 2025 年上半 | 2025 年上半 | 2025 年上半 | 2025 年上 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | | 资金占用方名称 | 核算的会 | 2025 年初占 用资金余额 | 年占用累计 发生金额（不 | 年占用资金 的利息（如 | 年偿还累计 | 半年占用 | 占用形成原因 | 占用性质 | | | | | 计科目 | | 含利息） | 有） | 发生额 | 资金余额 | | | | 现大股东及其附属 | | | | | | | | | | | | 企业 | | | | | | | | | | | | 小 | 计 | —— | —— | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | —— | —— | | 前大股东及其附属 | | | | | | | | | ...

| 证券代码：300732 | 证券简称：设研院 | 公告编号：2025-056 | | --- | --- | --- | | 债券代码：123130 | 债券简称：设研转债 | | 河南省中工设计研究院集团股份有限公司 关于 2025 年半年度计提资产减值准备的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、计提资产减值准备情况概述 为客观、公允地反映河南省中工设计研究院集团股份有限公司（以下简称"公 司"）的财务状况及经营成果，根据《企业会计准则》等相关规定，基于谨慎性 原则，公司对截至2025年6月30日合并报表范围内各类资产进行了充分的评估和 分析，根据测试结果对存在减值迹象的资产相应计提了减值准备。公司2025年半 年度计提各类资产减值损失共计10,593.55万元，具体如下： 单位：万元 | 序号 | 项目 | 计提减值损失金额 | | --- | --- | --- | | 1 | 信用减值损失 | 9,177.76 | | 2 | 资产减值损失 | 1,415.78 | | | 合 计 | 10,593.55 | 二、计提资产减值准 ...

Summary of Key Points Core Viewpoint - A total of 657 stocks reported their latest shareholder numbers as of August 20, with 337 stocks showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Changes - Among the 657 stocks, 35 stocks experienced a decline in shareholder numbers exceeding 10% [3]. - The stock with the largest decline in shareholder numbers was Huakang Clean, which saw a decrease of 27.60% to 10,900 shareholders, while its stock price increased by 6.11% during the same period [3][5]. - Sheyan Institute reported a 24.78% decrease in shareholder numbers to 32,795, with a cumulative decline of 23.32% in stock price [3][5]. Group 2: Stock Performance - The average increase for concentrated stocks from August 1 to August 10 was 7.13%, slightly underperforming the Shanghai Composite Index, which rose by 7.57% [2]. - Among the stocks with a decline in shareholder numbers, Dongtian Micro had the highest increase of 57.58% since August 1 [2]. Group 3: Industry Insights - The concentrated stocks are primarily found in the machinery, basic chemicals, and pharmaceutical industries, with 45, 37, and 28 stocks respectively [3]. - The performance of concentrated stocks from August 11 onwards averaged an increase of 2.39%, with notable gains from Boyuan Co., Yidong Electronics, and Northern Rare Earth, which rose by 58.87%, 46.30%, and 45.10% respectively [3]. Group 4: Financial Performance - Among the concentrated stocks, 254 have released their semi-annual reports, with Fuji Lai showing the highest net profit growth of 12,430.96% year-on-year [4]. - Nanshan Holdings is expected to report a median net profit of 92 million, reflecting a year-on-year increase of 177.84% [4].

Group 1 - The stock price of the company, Sheyan Institute, closed at 9.44 yuan on August 27, 2025, down 0.54 yuan, representing a decline of 5.41% from the previous trading day [1] - The trading volume on that day was 290,183 hands, with a total transaction amount of 281 million yuan [1] - The company primarily engages in engineering consulting services and operates within the construction and decoration industry, covering areas such as engineering design, supervision, and consulting [1] Group 2 - As of August 20, the number of shareholders for Sheyan Institute was 32,795, a decrease of 24.78% from 43,595 on August 10, marking one of the largest declines in the A-share market during the same period [1] - During the period of concentrated shareholding, the cumulative turnover rate of the stock reached 156.65% [1] - On August 27, the net outflow of main funds from Sheyan Institute was 36.79 million yuan, accounting for 1.2% of the circulating market value, with a total net outflow of 63.41 million yuan over the past five trading days, representing 2.07% of the circulating market value [1]

Summary of Key Points Core Viewpoint - A total of 628 stocks reported their latest shareholder numbers as of August 20, with 326 stocks showing a decline in shareholder numbers compared to the previous period, indicating a trend of decreasing investor interest in certain stocks [1][3]. Group 1: Shareholder Changes - Among the 628 stocks, 34 stocks experienced a decline in shareholder numbers exceeding 10% [3]. - The stock with the largest decline in shareholder numbers was Huakang Clean, which saw a decrease of 27.60% to 10,900 shareholders [3][4]. - Other notable declines included Sheyan Institute with a 24.78% drop and Jiangshun Technology with a 24.66% drop [3][4]. Group 2: Stock Performance - The average increase for concentrated stocks from August 1 to August 10 was 6.34%, slightly underperforming the Shanghai Composite Index, which rose by 6.36% [2]. - Among the stocks with a decline in shareholder numbers, Anpeilong had the highest increase of 51.31% since August 1 [2][3]. - Stocks such as Dongtianwei and Hangzhou High-tech also showed significant gains of 38.18% and 33.92%, respectively [2][3]. Group 3: Industry Insights - The concentrated stocks are primarily found in the machinery, basic chemicals, and pharmaceutical industries, with 45, 34, and 27 stocks respectively [3]. - The performance of concentrated stocks from August 11 onwards averaged an increase of 2.15%, with leading stocks including Boyuan Co., Beifang Rare Earth, and *ST Jinglun [3][4]. Group 4: Financial Performance - Among the concentrated stocks, 179 have reported their semi-annual results, with Fuji Lai showing the highest net profit growth of 12,430.96% [4]. - Companies like Yalian Machinery and Donghua Technology reported net profit growths of 20.57% and 14.64%, respectively [4].

Group 1 - The core announcement from the company indicates that the "Sheyan Convertible Bonds" will be forcibly redeemed at a price of 101.25 yuan per bond after the market closes on September 11, 2025, if not converted by that date [2] - The company highlights a significant discrepancy between the current secondary market price of the "Sheyan Convertible Bonds" and the redemption price, urging bondholders to convert their bonds within the specified timeframe to avoid potential losses [2] - Investors are reminded to be cautious of investment risks associated with the "Sheyan Convertible Bonds" due to the impending redemption and market conditions [2]

| 证券代码：300732 | 证券简称：设研院 | 公告编号：2025-051 | | --- | --- | --- | | 债券代码：123130 | 债券简称：设研转债 | | 赎回价格存在较大差异，特别提醒"设研转债"持有人注意在限期内转股，如 果投资者未及时转股，可能面临损失，敬请投资者注意投资风险。 河南省中工设计研究院集团股份有限公司 关于提前赎回设研转债的第三次提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、"设研转债"（债券代码：123130）赎回价格：101.25 元/张（债券面值 加当期应计利息，当期年利率为 1.5%，且当期利息含税），扣税后的赎回价格以 中国证券登记结算有限责任公司深圳分公司（以下简称"中国结算"）核准的价 格为准。 10、根据安排，截至 2025 年 9 月 11 日收市后尚未实施转股的"设研转债" 将被强制赎回，本次赎回完成后，"设研转债"将在深圳证券交易所（以下简称 "深交所"）摘牌。债券持有人持有的"设研转债"如存在被质押或被冻结的， 建议在停止交易和转股日前解除质押和冻结，以免出 ...

Core Viewpoint - The company has decided to redeem its convertible bonds ("设研转债") early due to the stock price exceeding the conversion price, triggering the conditional redemption clause outlined in the bond issuance prospectus [2][10]. Group 1: Redemption Announcement - The board of directors approved the early redemption of "设研转债" on August 21, 2025, after the stock price was above 130% of the conversion price for 15 trading days [2][10]. - The redemption price is set at 101.25 CNY per bond, which includes accrued interest [12][13]. - The redemption will occur on September 12, 2025, with trading of the bonds ceasing on September 9, 2025 [13][14]. Group 2: Bond Details - "设研转债" was issued with a total value of 376 million CNY and was listed on the Shenzhen Stock Exchange on December 2, 2021 [2][3]. - The initial conversion price was 11.24 CNY per share, which has been adjusted to 8.05 CNY per share [3][10]. - The bond has a fixed annual interest rate of 1.5% [12]. Group 3: Conditions for Redemption - The conditional redemption clause allows the company to redeem the bonds if the stock price remains above 130% of the conversion price for a specified period [11][10]. - The company must also redeem the bonds if the remaining unconverted bonds are less than 30 million CNY [11]. Group 4: Redemption Process - The company will notify bondholders daily about the redemption process leading up to the redemption date [13]. - Bondholders must ensure that any pledged or frozen bonds are released before the trading halt to avoid forced redemption [12][14]. - The redemption funds will be credited to the bondholders' accounts by September 19, 2025 [13].

| 证券代码：300732 | 证券简称：设研院 | 公告编号：2025-050 | | --- | --- | --- | | 债券代码：123130 | 债券简称：设研转债 | | 河南省中工设计研究院集团股份有限公司 关于提前赎回设研转债的第二次提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、"设研转债"（债券代码：123130）赎回价格：101.25 元/张（债券面值 加当期应计利息，当期年利率为 1.5%，且当期利息含税），扣税后的赎回价格以 中国证券登记结算有限责任公司深圳分公司（以下简称"中国结算"）核准的价 格为准。 10、根据安排，截至 2025 年 9 月 11 日收市后尚未实施转股的"设研转债" 将被强制赎回，本次赎回完成后，"设研转债"将在深圳证券交易所（以下简称 "深交所"）摘牌。债券持有人持有的"设研转债"如存在被质押或被冻结的， 建议在停止交易和转股日前解除质押和冻结，以免出现无法转股而被强制赎回的 情形。 11、债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股票 适当性管理要求的，不能将所 ...

投资者除了在定期报告中获得股东信息数据外，还可以在交易所互动平台上通过提问方式了解部分公司 更及时（每月10日、20日、月末）的股东户数信息。以往3期分别有846家、1103家、1000家公司在互动 平台透露了股东户数，截至发稿，共有490家公司公布了截至8月20日股东户数。 上期筹码集中股回测：39%跑赢沪指 证券时报·数据宝对上一期(8月10日)筹码集中股监测显示，这些股8月1日以来平均上涨8.92%，走势强于 同期沪指表现（上涨8.69%），其中，39%的筹码集中股相对大盘获超额收益。 上期股东户数降逾一成个股中，安培龙涨幅最高，8月1日以来累计上涨57.55%，涨幅居前的还有杭州 高新、达威股份等。 27股最新股东户数降逾一成 证券时报·数据宝统计显示，共有490只个股公布了8月20日股东户数，与上期（8月10日）相比，股东户 数下降的有266只。其中股东户数降幅超一成的有27只。 股东户数降幅最多的是设研院，截至8月20日最新股东户数为32795户，较8月10日下降24.78%，筹码集 中以来该股累计下跌16.50%，累计换手率为140.82%，其间主力资金净流出2.73亿元。 其次是江顺科技，截至 ...