Group 1 - New Tibet Railway Co., Ltd. has been established with a registered capital of 95 billion RMB, focusing on railway transportation, equipment manufacturing, catering, and accommodation services [1] - The establishment of the New Tibet Railway is expected to positively impact companies involved in construction and engineering services, particularly in the explosive materials sector [1] - Kailong Co., Ltd. reported that its explosive materials business is crucial for various industries, including oil, coal, mining, metallurgy, and infrastructure projects, indicating a growth in its Xinjiang blasting service business [1] Group 2 - Dahongli Company plans to closely monitor the progress of national major projects and continue market tracking [2] - Jiangnan Chemical focuses on three main business areas in the explosive materials sector: product development, engineering services, and mining management, aiming to enhance project acquisition capabilities [2]

金融界消息 截至2025年8月5日收盘，大宏立（300865）报收于34.28元，下跌1.83%，换手率6.34%，成 交量4.29万手，成交金额1.48亿元。 资金流向方面，今日主力资金净流出2251.77万元，占比成交额15.18%。其中，超大单净流出635.13万 元、占成交额4.28%，大单净流出1616.63万元、占成交额10.9%，中单净流出流出320.19万元、占成交 额2.16%，小单净流入2571.95万元、占成交额17.34%。 大宏立最新一期业绩显示，截至2025一季报，公司营业总收入7239.17万元、同比增长8.36%，归属净利 润102.33万元，同比增长209.72%，扣非净利润45.18万元，同比增长118.09%，流动比率4.042、速动比 率2.941、资产负债率16.68%。 天眼查商业履历信息显示，成都大宏立机器股份有限公司，成立于2004年，位于成都市，是一家以从事 汽车制造业为主的企业。企业注册资本9568万人民币，实缴资本9568万人民币。公司法定代表人为甘德 宏。 通过天眼查大数据分析，成都大宏立机器股份有限公司共对外投资了7家企业，参与招投标项目158次， 知 ...

Core Viewpoint - The financing balance of the ChiNext market has increased, with a total of 378.92 billion yuan, marking a week-on-week increase of 0.22% [1] Group 1: Financing Balance Overview - The total margin balance of ChiNext stocks reached 380.07 billion yuan, with an increase of 0.21% from the previous trading day [1] - The financing balance specifically increased by 0.22% to 378.92 billion yuan, continuing a streak of 13 consecutive trading days of growth [1] - The margin trading balance for short selling decreased to 1.15 billion yuan, reflecting a reduction of approximately 0.06% [1] Group 2: Stocks with Increased Financing Balance - A total of 470 stocks experienced an increase in financing balance, with 31 stocks seeing an increase of over 10% [1] - The stock with the highest increase in financing balance was Dahongli, which saw a 65.04% increase to 91.58 million yuan, despite a 1.19% drop in its stock price [1][3] - Other notable stocks with significant increases include Guanlong Energy and Weiman Sealing, with increases of 50.49% and 47.29% respectively [1][3] Group 3: Market Performance of Stocks with Increased Financing Balance - Among the stocks with a financing balance increase of over 10%, the average price increase was 2.01%, with 15 stocks rising [2] - Stocks that hit the daily limit include Zhendong Pharmaceutical and Jinchun Co., with notable price increases of 14.13% and 11.00% respectively [2] - Conversely, stocks like Weiman Sealing and Guanlong Energy experienced declines of 16.05% and 5.67% respectively [2] Group 4: Stocks with Decreased Financing Balance - A total of 471 stocks saw a decrease in financing balance, with 15 stocks experiencing a decline of over 10% [4] - The stock with the largest decrease was Dingtai High-Tech, which saw a 17.09% drop in financing balance to 149.82 million yuan [4][5] - Other stocks with significant declines include Yangdian Technology and Xice Testing, with decreases of 16.94% and 13.91% respectively [4][5]

Group 1 - The A-share water conservancy sector is experiencing significant activity, with several companies showing notable stock price increases [1] - Deep Water Planning and Dahongli both reached the daily limit of a 20% increase [1] - BiKang Technology saw a rise of over 18%, while Wuxin Tunnel Equipment increased by more than 15% [1] - The Design Research Institute rose by over 14%, and Dayu Water-saving increased by over 13% [1]

证券代码：300865 证券简称：大宏立 公告编号：2025-064 成都大宏立机器股份有限公司 股票交易异常波动公告 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。 公司董事会通过通讯及现场问询的方式，对公司实际控制人、控股股东就相 关问题进行了核实，现将相关情况说明如下： 1、经自查，公司前期披露的信息不存在需要更正、补充之处； 2、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； 一、股票交易异常波动的具体情况 成都大宏立机器股份有限公司（以下简称"公司"）股票连续两个交易日内 （2025 年 7 月 21 日、7 月 22 日）收盘价涨幅偏离值累计超过 30%，根据《深圳 证券交易所交易规则（2023 年修订）》，股票连续三个交易日内日收盘价涨幅偏 离值累计达到 30%，属于股票交易异常波动的情况。 二、公司关注并核实情况说明 3、公司未发现近期公共传媒报道可能对或已经对本公司股票交易价格产生 较大影响的未公开重大信息； 4、公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重 大事项； 5、公司实际控制人、控股股东在本公司股票交易异 ...

Core Viewpoint - The A-share market is experiencing a rebound, with significant performance in sectors such as hydropower, CPO, and robotics, indicating a new round of market trends and investment opportunities [1][4][5]. Sector Performance - The hydropower sector continues to show strong performance, with stocks like Wuxin Tunnel Equipment and Iron Construction Heavy Industry hitting their daily limits. The announcement of a 1.2 trillion yuan investment in hydropower projects is expected to boost demand for related industries such as steel and building materials [2][3]. - The CPO sector is also gaining strength, with stocks like Fuxin Technology reaching their daily limit. The robotics sector remains active, with companies like Weiwang New Materials achieving a streak of 10 consecutive limit-ups [1][2]. Market Outlook - Huaxi Securities suggests that a new round of market trends has begun, recommending a focus on high-growth sectors and resource price increases, while stable dividend assets will remain important for long-term investment [1][5]. - China Galaxy indicates that the market is showing positive signals, with the Shanghai Composite Index remaining above 3500 points, suggesting limited downside and a clearer upward trend [4]. - Dongfang Securities highlights that the current market is supported by both policy and fundamental factors, with a focus on new industries such as artificial intelligence and robotics expected to lead the market [6].

Group 1 - The new urbanization sector opened high, with notable stocks such as Zhubo Design (300564) and Guanlong Energy (301151) hitting the 20% daily limit up [1] - Dahongli (300865), Shenzhen Water Planning Institute (301038), and Feilu Co., Ltd. (300665) opened more than 10% higher [1] - There is a significant influx of dark pool funds into these stocks, indicating strong investor interest [1]

成都大宏立机器股份有限公司 对外投资管理制度 成都大宏立机器股份有限公司 对外投资管理制度 第一章 总则 第一条 为规范成都大宏立机器股份有限公司（以下简称"公司"）的投资 行为，降低投资风险，提高投资效益，使投资管理真正做到科学化、民主化、规 范化，根据《中华人民共和国公司法》《中华人民共和国民法典》和《成都大宏 立机器股份有限公司章程》（以下简称《公司章程》）等有关规定，制定本制度。 第二条 本制度所称投资，是指公司为获取未来收益以一定数量的货币资金、 股权、经评估后的房屋、机器、设备、物资等实物资产、以及专利权、商标权、 土地使用权等无形资产作价出资，取得相应的股权或权益的投资活动，包括： （一） 公司购买及出售资产； （七） 购买其它上市公司股票、证券投资基金、债券、委托贷款、银行理 财产品、信托计划、集合资产管理计划、各种金融衍生产品及其他债权或结构 性投资等风险投资。 第三条 投资管理应遵循的基本原则：符合公司发展战略、合理配置企业资 源、促进要素优化组合，创造良好经济效益。 第四条 本制度适用于公司所属各部门（中心）、各全资子公司和控股子公 司及其控股、控制的所有关联企业的一切投资行为。 第二章 ...

北京金诚同达律师事务所 关于 成都大宏立机器股份有限公司 2025 年第二次临时股东大会的 法律意见书 北京市朝阳区建国门外大街 1 号国贸大厦 A 座 10 层 电话：010-5706 8585 传真：010-6518 5057 金诚同达律师事务所 法律意见书 北京金诚同达律师事务所 关于成都大宏立机器股份有限公司 2025 年第二次临时股东大会的 法律意见书 金证法意[2025]字 0623 第 0610 号 致：成都大宏立机器股份有限公司 北京金诚同达律师事务所（以下简称"本所"）接受成都大宏立机器股份有 限公司（以下简称"成都大宏立机器"或"公司"）的聘请，指派本所律师出席 公司 2025 年第二次临时股东大会（以下简称"本次股东大会"）并对会议的相关 事项出具法律意见书。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》《上市公司股东会规则》（以下简称"《股东会规则》"）《律师事 务所从事证券法律业务管理办法》《律师事务所证券法律业务执业规则（试行）》 等有关法律、法规和规范性文件的要求以及《成都大宏立机器股份有限公司章程》 （以下简称"《公司章程》"）的规 ...

证券代码：300865 证券简称：大宏立 公告编号：2025-062 第五届董事会第一次会议决议公告 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 成都大宏立机器股份有限公司（以下简称"公司"）第五届董事会第一次会 议（以下简称"本次会议"）于 2025 年 6 月 23 日在四川省成都市大邑县大安路 399 号公司会议室以现场表决的方式召开，本次会议的通知于 2025 年 6 月 23 日 以书面及口头方式送达全体董事。因审议事项紧急，经全体董事一致同意豁免本 次会议的通知时限。本次会议由全体董事推选甘德宏先生主持，本次会议应出席 董事 6 人，实际出席董事 6 人，公司高级管理人员列席了本次会议。本次会议的 召集、召开和表决程序符合《中华人民共和国公司法》等法律法规、规范性文件 和《成都大宏立机器股份有限公司章程》的有关规定，会议合法有效。 二、董事会会议审议情况 1、审议通过《关于选举公司第五届董事会董事长的议案》 经审议，董事会同意选举甘德宏先生为公司第五届董事会董事长，任期为自 本次董事会审议通过之日起至公司第五届董事会届满 ...