Group 1 - The core point of the article is that Bohui Co., Ltd. (300839) announced that its subsidiary, Wuxi Jizhi Liquid Cooling Technology Co., Ltd., plans to purchase servers, data center facilities, and related technical services and network equipment, with a total procurement amount not exceeding RMB 390 million [1] Group 2 - The transaction is intended to support the development of intelligent computing power services and related businesses [1] - The purchase is subject to approval by the company's shareholders' meeting [1]

Group 1 - The company, Bohui Co., Ltd. (300839.SZ), announced plans to acquire assets worth up to RMB 390 million to develop intelligent computing power services [1] - The acquisition will be conducted through its wholly-owned subsidiary, Wuxi Jizhi Liquid Cooling Technology Co., Ltd., and includes servers, data center facilities, and related technical services [1] - This strategic move is a significant step for the company in laying out its new business in intelligent computing power services, which is expected to accelerate its growth in this field [1]

Group 1: ExxonMobil Huizhou Ethylene Project - The ExxonMobil Huizhou Ethylene Project Phase I officially commenced production on July 15, with a total investment of $10 billion, marking it as the first major petrochemical project wholly owned by a U.S. company in China and the first foreign-funded petrochemical project in the Guangdong-Hong Kong-Macao Greater Bay Area [1][2] - Ethylene, known as the "mother of the petrochemical industry," is a crucial raw material for organic chemicals, and the project aims to produce high-end chemical products to effectively meet domestic market demand [1] Group 2: XPeng Heavens' B Round Financing - XPeng Heavens announced the completion of a $250 million B round financing on July 15, which will be used to ensure the smooth progress of research and development, mass production, and commercialization of flying cars [3] - The world's first flying car mass production factory has been topped out and is currently undergoing equipment debugging, with plans to be completed in the fourth quarter of this year, and the "land aircraft carrier" is expected to be delivered in 2026 [3][4] Group 3: Guangdong's Innovative Drug Approvals - Guangdong has received approval from the National Medical Products Administration for 25 Class I innovative drugs and 48 innovative medical devices, showcasing products like Ivosidenib injection and Orelabrutinib tablets [5] - The province ranks among the top in the country in terms of the number of pharmaceutical, medical device, and cosmetic manufacturing enterprises, as well as the quantity of registered products and innovative approvals [5][6] Group 4: Macao Tourism Price Index - The Macao tourism price index increased by 1.42% year-on-year in the second quarter of 2025, driven by higher prices for jewelry, watches, and entertainment, while clothing and dining services saw price declines [7] - The price index for miscellaneous items (jewelry, watches, and crafts) and entertainment and cultural activities rose by 13.40% and 12.00% respectively, while clothing and dining prices fell by 3.14% and 2.80% [7] Group 5: Shenzhen Stock Market Performance - The Shenzhen Component Index closed at 10,744.56 points, up 0.56% on July 15 [8] - Notable gainers included Dingjie Zhishi with a price of 46.02 yuan, up 20.00%, and Xinyi Sheng at 157.08 yuan, also up 20.00% [8]

Group 1 - The company's stock price has experienced an abnormal fluctuation, with a cumulative increase of over 30% in closing prices over three consecutive trading days as of July 15, 2025 [1] - The company conducted a self-examination and verified with its controlling shareholder and actual controller regarding the abnormal stock price movement [1] - The board of directors confirmed that there are no undisclosed significant matters that should have been disclosed according to the Shenzhen Stock Exchange's rules [1] Group 2 - The company is not required to disclose a semi-annual performance forecast as per the Shenzhen Stock Exchange's rules for Growth Enterprise Market listed companies [2] - Investors are advised to pay attention to the upcoming disclosure of the 2025 semi-annual report [2]

1、本次权益变动主要系公司可转换公司债券转股使公司总股本增加，致使 控股股东、实际控制人及其一致行动人、持股 5%以上的股东所持有的公司股份 比例被动稀释超过 1%，不涉及持股数量发生变化。 证券代码：300839 证券简称：博汇股份 公告编号：2025-097 债券代码：123156 债券简称：博汇转债 宁波博汇化工科技股份有限公司 关于控股股东、实际控制人及其一致行动人、持股 5%以上 的股东因可转债转股持股比例被动稀释触及 1%整数倍的 权益变动公告 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。 特别提示： 自 2025 年 5 月 1 日至 2025 年 7 月 11 日，"博汇转债"累计转股 1,399,262 股，公司总股本由 245,481,453 股增加至 246,880,715 股，导致公司控股股东文 魁集团在持有公司股份数量不变的情况下，持有公司股份占总股本的比例由 39.1930%被动稀释至 38.9709%，权益变动触及 1%整数倍；持股 5%以上的股东 原鑫曦望在持有公司股份数量不变的情况下，持有公司股份占总股本持的比例由 13.0 ...

| 证券代码：300839 | 证券简称：博汇股份 | 公告编号：2025-098 | | --- | --- | --- | | 债券代码：123156 | 债券简称：博汇转债 | | 二、公司关注并核实情况 针对公司股票交易异常波动情形，经公司自查及向公司控股股东、实际控制人 就相关问题进行了核实，现说明如下： 1、公司前期披露的信息不存在需要更正、补充的事项。 宁波博汇化工科技股份有限公司 关于股票交易异常波动的公告 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、股票交易异常波动的情况介绍 截至 2025 年 7 月 15 日，宁波博汇化工科技股份有限公司（以下简称"公司"） 股票交易价格连续三个交易日收盘价格涨幅偏离值累计超过 30%，根据《深圳证券 交易所交易规则》的规定，属于股票交易异常波动的情况。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大 影响的未公开重大信息。 3、近期公司生产经营情况正常，内外部经营环境未发生重大变化。 2、公司已预约于 2025 年 8 月 26 日披露 2025 年半年度报告，目前相关编制 ...

| 证券代码：300839 | 证券简称：博汇股份 | 公告编号：2025-099 | | --- | --- | --- | | 债券代码：123156 | 债券简称：博汇转债 | | 宁波博汇化工科技股份有限公司 关于博汇转债交易异常波动的公告 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、可转债发行上市概况 经中国证券监督管理委员会证监许可〔2022〕1568 号文同意注册，公司于 2022 年 8 月 16 日向不特定对象发行了 397 万张可转换公司债券（以下简称"可转债"）， 每张面值 100 元，发行总额 39,700.00 万元，期限为发行之日起六年。债券利率第一 年为 0.40%、第二年为 0.60%、第三年为 1.10%、第四年为 1.80%、第五年为 2.40%、 第六年为 3.00%。 经深交所同意，公司发行的 39,700.00 万元可转债于 2022 年 9 月 2 日在深交所 挂牌交易，债券简称"博汇转债"，债券代码"123156"。 博汇转债转股期自可转换公司债券发行结束之日（2022 年 8 月 22 日）起满六 个月后 ...

A股液冷服务器板块走强，博汇股份涨超15%，欧陆通、利欧股份、科华数据、华勤技术等跟涨。 ...

Group 1 - The liquid cooling server sector is experiencing significant growth, with BoHui Co., Ltd. (300839) rising over 15% [1] - Other companies in the sector, such as Oulu Tong (300870), Liou Co., Ltd. (002131), Kehua Data (002335), and Huaqin Technology (603296), are also seeing increases in their stock prices [1]

Company Overview - Ningbo Bohui Chemical Technology Co., Ltd. is planning to issue A-shares to specific investors, aiming to raise a total of no more than RMB 416.8268 million, which will be used to supplement working capital and repay bank loans [2][5] - The company has a registered capital of RMB 245,481,453 and was established on October 12, 2005, with its shares listed on the Shenzhen Stock Exchange since June 30, 2020 [9][10] - The company focuses on the research, production, and sales of specialty oil products, particularly in the fuel oil deep processing sector [16][23] Shareholding Structure - As of April 30, 2025, the major shareholder is Wuxi Huishan Yuanxinxiwang Industrial Upgrade M&A Investment Partnership, holding 65.08% of the shares [9][10] - The controlling shareholder, Wenquai Group, holds 39.19% of the shares, with the actual controllers being Jin Bihua and Xia Yaping [10][11] Industry Characteristics - The company operates within the refined petroleum products manufacturing industry, which is characterized by government macro-control and self-regulation [11][12] - The industry is subject to various regulations and policies, including environmental protection and safety standards, which are enforced by multiple government agencies [12][13] Market Trends - The fuel oil deep processing industry is experiencing a shift towards high-end products, driven by increasing demand for specialty chemicals and materials [15][16] - The white oil market in China is growing, with production increasing from 1.082 million tons in 2016 to 1.9 million tons in 2023, reflecting a compound annual growth rate of 8.38% [19][20] - The lubricating oil base oil market is also expanding, with a projected increase in demand for both conventional and unconventional base oils [22] Competitive Landscape - The fuel oil deep processing industry has relatively few competitors due to high entry barriers related to technology and environmental standards [23][24] - Major competitors include Hengli Petrochemical and China National Petroleum Corporation, which have significant refining capacities and product offerings [24][25] Competitive Advantages - The company emphasizes specialization in the chemical sector, focusing on the development and production of specialty oil products, which enhances its competitive edge [16][23] - The integration of upstream and downstream operations is a key strategy for the company, aimed at improving supply chain resilience and competitiveness [16][23]