基金最新调仓动向曝光，637只股基金新进持有，其中，基金新建仓比例超3%的共有14只股。 根据刚刚披露完毕的基金二季报，2950只股票出现在基金重仓股名单。调仓动向显示，637只股新进基 金重仓股名单，增持个股1139只，减持1148只，26只股持股量环比上一季度未发生变化。 证券时报·数据宝统计显示，基金新建仓个股中，深沪主板个股有351只，创业板个股有194只，科创板 个股有64只，北交所有26只。行业分布上，基础化工、机械设备、电子行业较为扎堆，分别有74只、63 只、56只股票获基金新建仓。 基金新进股中，以持股量占流通股比例统计，持股比例在5%~10%之间的有6只，持股比例在3%~5%之 间的有8只，持股比例在1%~3%之间的有44只。 新进持股比例最高的是广信材料，二季度末新入围11家基金重仓股名单，合计持股量为1190.38万股， 占流通股的比例达8.27%；其次是有方科技，获21家基金新建仓，合计持股量696.94万股，占流通股的 比例为7.59%，基金新进且持股比例较高还有科拓生物、舒泰神、浩通科技等，持股比例分别为 7.52%、6.99%、5.67%。 从重仓基金家数看，基金高比例新建仓个 ...

Core Viewpoint - The company has announced its 2024 annual profit distribution plan, which includes a cash dividend of RMB 1.50 per 10 shares, totaling RMB 39,524,267.70, approved by the shareholders' meeting on May 21, 2025 [1][2]. Summary by Sections Profit Distribution Plan - The total share capital is 263,495,118 shares, and the cash dividend will be distributed at a rate of RMB 1.50 per 10 shares (before tax) [1]. - The total cash distribution amounts to RMB 39,524,267.70 (before tax), with no stock bonus or capital reserve transfer to increase share capital [1]. Taxation Details - For overseas institutions and certain individual shareholders, the cash dividend will be RMB 1.35 per 10 shares after tax [1]. - Different tax rates apply for individual shareholders based on their holding period, with no withholding tax by the company at the time of distribution [2]. Key Dates - The record date for the distribution is July 15, 2025, and the ex-dividend date is July 16, 2025 [2]. Distribution Method - Cash dividends will be directly credited to shareholders' accounts through their custodial securities companies [2]. Adjustments to Parameters - The minimum selling price for shares held under lock-up conditions will be adjusted from RMB 23.70 to RMB 7.58 per share after the distribution [3]. - The stock grant price for restricted stock plans will also be adjusted from RMB 12.85 to RMB 12.70 per share following the distribution [4].

Investment Rating - Industry Rating: Neutral (maintained rating) [6] Core Viewpoints - The approval of D-Alulose as a new food ingredient is a significant development, indicating potential growth in the food additive sector [1] - TDI and DMF prices have shown upward trends, with TDI prices increasing by 6.7% and DMF by 5.1% in the recent week, reflecting supply-demand dynamics in the chemical market [2][3] - The basic chemical sector has underperformed compared to the broader market, with a weekly increase of 0.46% compared to a 1.54% rise in the CSI 300 index, ranking 21st among all sectors [4][16] Summary by Sections Key News Tracking - On July 2, the National Health Commission announced the approval of D-Alulose and other substances as new food materials, which may enhance market opportunities in the food sector [1][13] Product Price Tracking - WTI oil prices rose by 1.5% to $66.5 per barrel, while key chemical products like TDI and DMF saw price increases of 6.7% and 5.1%, respectively [2] - The top five chemical products with price increases included carbon dioxide (+25.6%) and TDI (+6.7%) [2][30] Sector Performance - The basic chemical sector's performance was weaker than the CSI 300 index, with a 0.46% increase compared to the index's 1.54% rise, indicating a need for strategic focus on sectors with better growth potential [4][16] Focused Sub-industry Insights - The report suggests focusing on industries with stable demand and supply dynamics, such as refrigerants and phosphates, while also highlighting opportunities in MDI and agricultural chemicals [5] - Companies recommended for investment include Juhua Co., Yuntianhua, and Wanhua Chemical, reflecting a strategic approach to capitalize on market trends [5]

证券代码：300858 证券简称：科拓生物 公告编号：2025-025 北京科拓恒通生物技术股份有限公司 2024年年度权益分派实施公告 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。 北京科拓恒通生物技术股份有限公司（以下简称"公司"或"本公司"）2024 年年度权益分派方案已获 2025 年 5 月 21 日召开的 2024 年年度股东大会审议通 过，现将权益分派事宜公告如下： 一、股东大会审议通过利润分配方案 1、公司 2024 年年度权益分派方案具体内容为：以截至 2024 年 12 月 31 日 的总股本 263,495,118 股为基数，向全体股东每 10 股派发现金人民币 1.50 元（含 税），共计派发现金人民币 39,524,267.70 元（含税），不实施送股或资本公积金转 增股本。 QFII、RQFII）以及持有首发前限售股的个人和证券投资基金每 10 股派 1.350000 元；持有首发后限售股、股权激励限售股及无限售流通股的个人股息红利税实行 差别化税率征收，本公司暂不扣缴个人所得税，待个人转让股票时，根据其持股 期限计算应纳税额【注 ...

Industry Investment Rating - The industry investment rating is "Outperform" and is maintained [2] Core Views - The report highlights the need to prevent disorderly competition and encourages companies to enhance product quality while promoting the orderly exit of outdated production capacity. Focus areas include silicon materials, coal chemical, and chlor-alkali chemical sectors, with price increases expected in potassium fertilizers, phosphorus fertilizers, active dyes, and pesticides [5][6] Summary by Sections Industry Overview - The closing index for the industry is at 3518.55, with a 52-week high of 3564.08 and a low of 2687.54 [2] - The basic chemical sector experienced a weekly change of +0.80%, underperforming the CSI 300 index, which had a weekly change of +1.54% [6][19] Stock Performance - Notable stock price increases include: - Kaimete Gas: +27.46% - Kete Biology: +21.90% - Jiuri New Materials: +21.01% [7][20] - Significant stock price decreases include: - Tiansheng New Materials: -15.80% - Jinji Co.: -15.34% - Xinyaqiang: -14.41% [8][21] Commodity Price Movements - Key commodities with price increases include: - Dichloropropane-white material: +8.82% - Isobutyraldehyde: +7.20% - TDI: +7.02% [9][23] - Key commodities with price decreases include: - Liquid chlorine: -86.51% - Chick seedlings: -47.31% - Meta-cresol: -9.09% [10][26] Investment Recommendations - The report suggests focusing on opportunities in silicon materials, coal chemical, and chlor-alkali chemical sectors while monitoring price trends in fertilizers and pesticides [5][6]

Core Viewpoint - The dairy sector has seen a significant increase of 3.55%, ranking second among concept sectors, with 28 stocks rising, including notable gains from companies like Ketaobiotechnology and Junyao Health, which hit the daily limit of 20% [1][2]. Group 1: Market Performance - The dairy concept sector experienced a 3.55% increase, with 28 stocks rising, while the top gainers included Ketaobiotechnology and *ST Tianshan, both reaching a 20% limit up [1][2]. - The leading stocks in terms of percentage increase were Junyao Health (10.01%), Huanlejia (7.48%), and Xibu Muye (6.98%) [1][2]. - Conversely, stocks such as New Dairy, Yili, and Yiyaton saw declines of 2.42%, 0.49%, and 0.22% respectively [1][2]. Group 2: Capital Inflow - The dairy sector attracted a net inflow of 243 million yuan, with 21 stocks receiving net inflows, and 12 stocks exceeding 10 million yuan in net inflow [2][3]. - Ketaobiotechnology led the net inflow with 90.21 million yuan, followed by Yiming Foods (45.94 million yuan) and Beingmate (33.55 million yuan) [2][3]. - The net inflow ratios for Junyao Health, Ketaobiotechnology, and *ST Tianshan were 75.70%, 20.12%, and 16.10% respectively [3]. Group 3: Stock Performance Metrics - Ketaobiotechnology had a daily increase of 19.99% with a turnover rate of 13.90% and a net inflow of 90.21 million yuan [3]. - Other notable performers included Yiming Foods (4.16% increase, 5.10% turnover) and Beingmate (3.43% increase, 24.22% turnover) [3]. - Stocks like New Dairy and Yili experienced declines of 2.42% and 0.49% respectively, with negative net inflows [4].

北京市东城区 北三环东路 36 号环球贸易中 心 B 座 11 层 电话（Tel）： 52213236/7 邮编（P.C）： 100013 关 于 北 京 科 拓 恒 通 生 物 技 术 股 份 有 限 公 司 2024 年 年 度 股 东 大 会 的 法 律 意 见 书 北 京 市 君 致 律 师 事 务 所 北京市东城区北三环东路 36 号环球贸易中心 B 座 11 层 邮编(100013) Add: 11/F, Tower B, Global Trade Center, No.36 North Third Ring Road East, Dongcheng District, Beijing, 100013, PRC Tel: 010-52213236/7 www.junzhilawyer.com 关于北京科拓恒通生物技术股份有限公司 2024 年年度股东大会的 法律意见书 致：北京科拓恒通生物技术股份有限公司 北京市君致律师事务所（以下简称"本所"）接受北京科拓恒通生物技术股份有限 公司（以下简称"公司"）的委托，指派邓鸿成律师、黄辽希律师见证了公司于 2025 年 5 月 21 日召开的 2024 ...

证券代码：300858 证券简称：科拓生物 公告编号：2025-024 北京科拓恒通生物技术股份有限公司 2024 年年度股东大会决议公告 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。 特别提示： 一、会议召开及出席的情况 （一）会议召开情况 1、会议召开时间： （1）现场会议召开时间：2025年5月21日（星期三）14:30 （2）网络投票时间：2025年5月21日。其中，通过深圳证券交易所交易系统 进行网络投票的具体时间为：2025年5月21日，9:15-9:25，9:30-11:30，13:00-15:00； 通过深圳证券交易所互联网投票系统投票的具体时间为：2025年5月21日， 9:15-15:00。 2、会议召开方式：本次股东大会采取现场投票与网络投票相结合的方式。 3、会议召开地点：北京市怀柔区雁栖经济开发区牤牛河路31号院1号-2 公 司会议室。 4、会议召集人：公司董事会。 1、本次股东大会未出现否决议案的情形； 2、本次股东大会不涉及变更以往股东大会已通过的决议的情形。 5、会议主持人：公司董事长孙天松女士。 6、本次会议的召集、召开符合 ...

北京科拓恒通生物技术股份有限公司（以下简称"公司"）于2025年2月10 日披露了《关于特定股东减持股份预披露公告》（公告编号：2025-002）。特定 股东张列兵计划在减持公告披露之日起3个交易日后的3个月内以集中竞价或大 宗交易的方式拟减持公司股份数量不超过4,000,000股，即不超过公司股份总数的 1.5181%。 公司于近日收到特定股东张列兵出具的《关于股份减持计划期限届满的告知 函》，截至2025年5月12日，上述减持计划的实施期限已届满，现将相关情况公 告如下： 证券代码：300858 证券简称：科拓生物 公告编号：2025-023 北京科拓恒通生物技术股份有限公司 关于特定股东减持计划期限届满的公告 公司股东张列兵保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 | 股东名称 | 股份性质 | 本次减持前持有股份 | | 本次减持后持有股份 | | | --- | --- | --- | --- | --- | --- | | | | 股数（股） | 占公司总 股本比例 | 股数（股） | 占 ...

Group 1: Industry Overview - The domestic probiotics raw material market is dominated by multinational companies like DuPont and Chr. Hansen, which together hold over 80% market share, indicating a need for increased market share of domestic strains [2] - The probiotics industry is experiencing robust growth due to rising consumer health awareness and the rapid development of functional food markets [3] Group 2: Company Performance - In 2024, the company achieved operating revenue of 302.79 million CNY, a year-on-year increase of 1.19%, with the edible probiotics segment growing by 20.85% [4] - The net profit attributable to the parent company was 94.36 million CNY, reflecting a year-on-year growth of 0.94% [4] Group 3: Future Growth Drivers - The edible probiotics segment is the largest revenue contributor and has the strongest profitability, representing a key growth point for the company [3] - The company plans to increase R&D investment, enhance product development and market coverage, and strengthen brand influence to expand market share [3]