Group 1 - The latest financing balance of the ChiNext market is 360.094 billion yuan, with a week-on-week increase of 0.882 billion yuan. Among the stocks, 26 have seen financing balances increase by over 10%, while 11 stocks experienced a decline of over 10% [1][2] - On July 7, the ChiNext index fell by 1.21%, with a total margin balance of 361.141 billion yuan, an increase of 0.877 billion yuan from the previous trading day. The financing balance reached 360.094 billion yuan, up 0.882 billion yuan from the previous day [1][2] - The stock with the largest increase in financing balance is Jialian Technology, which saw a financing balance of 31.1503 million yuan, a week-on-week increase of 54.91%, and its stock price rose by 19.98% on the same day [1][3] Group 2 - Among the stocks with significant financing balance increases, 14 stocks had net inflows of main funds on July 7, with the highest net inflows recorded for Shaanxi Huada, Jialian Technology, and Xinlei Co., amounting to 43.5309 million yuan, 42.3161 million yuan, and 36.8185 million yuan respectively [2][4] - Conversely, 12 stocks experienced net outflows, with the largest outflows seen in Changliang Technology, Longyang Electronics, and Nanling Technology, with outflows of 118 million yuan, 87.4527 million yuan, and 72.5194 million yuan respectively [2][4] Group 3 - A total of 439 stocks saw a decrease in financing balance, with 11 stocks experiencing declines of over 10%. The stock with the largest decline is Hairong Technology, with a financing balance of 55.2004 million yuan, down 27.15% [4][5] - Other notable declines include Nanwang Technology and Tongguan Copper Foil, with financing balances decreasing by 23.81% and 22.78% respectively [4][5]

Core Points - The Shanghai Composite Index closed at 3473.13 points, slightly above the five-day moving average, with a change of 0.02% [1] - The total trading volume of A-shares reached 1,227.067 billion yuan, indicating active market participation [1] - A total of 1,094 A-shares have surpassed the five-day moving average, with notable stocks showing significant deviation rates [1] Stock Performance Summary - The stocks with the highest deviation rates from the five-day moving average include: - Suwen Electric (300982) with a deviation rate of 15.15% and a daily increase of 20.01% [1] - Huirong Technology (300915) with a deviation rate of 14.73% and a daily increase of 20.02% [1] - Xinling Electric (301388) with a deviation rate of 12.89% and a daily increase of 20.00% [1] - Other notable stocks with significant daily increases include: - Zhongchuan Hanguang (300847) with a daily increase of 20.02% and a deviation rate of 11.78% [1] - Nanguang Technology (688248) with a daily increase of 14.72% and a deviation rate of 10.87% [1] - The stocks with lower deviation rates that just crossed the five-day moving average include: - Jizhong High-tech (600807) with a daily increase of 10.16% and a deviation rate of 7.76% [1] - Shimao Energy (605028) with a daily increase of 10.01% and a deviation rate of 7.50% [1]

Group 1 - The food and beverage sector showed strong performance on July 7, with companies like Huirong Technology and Jiahe Food hitting the daily limit up [1] - Meituan's retail orders reached a historical high of 120 million on July 5, with over 100 million being food delivery orders, indicating robust growth in takeaway consumption demand [1] - Huirong Technology is a key player in the vegetable fat cream sector, focusing on the R&D and production of baking food ingredients, and holds a significant position in China's vegetable fat cream market [1] Group 2 - New tea beverage stocks in the Hong Kong market also saw collective gains, with companies like Tea Baidao and Gu Ming experiencing varying degrees of increase, reflecting the surge in takeaway orders from mainland delivery platforms [1] - Guotou Zhonglu, a concentrated juice company, achieved a limit up following its announcement of a major asset restructuring plan to acquire 100% equity of China Electronic Engineering Design Institute, indicating a shift from traditional juice business to the electronic engineering sector [1] - The active performance of the food and beverage sector reflects optimistic market expectations for consumer recovery, with the historic surge in takeaway orders providing positive signals for related industry chain companies [1][2]

Market Overview - On July 7, the A-share market experienced a slight decline, with the Shanghai Composite Index down 0.07%, Shenzhen Component Index down 0.52%, and ChiNext Index down 0.99% [1][2] - The trading volume was significantly reduced, with total turnover around 570 billion, indicating a decrease in market activity [1] Key Stocks and Sectors - The real estate sector saw a sudden surge, with stocks like Yuhua Development and Haitai Development hitting the daily limit, while several others rose over 5% [8][9] - The new tea beverage sector also performed well, with stocks such as Cha Baidao and Guming rising by 8.33% and 7.69% respectively [4][5] - Hai Rong Technology experienced a rapid increase, hitting the daily limit with a 20.02% rise, attributed to its position in the upstream supply chain of new tea beverages [3][7] Company Developments - Hai Rong Technology focuses on high-quality raw materials and products, covering seven categories including cream, plant-based beverages, chocolate, and more [5] - Guotou Zhonglu, a major player in concentrated juice, announced a significant asset restructuring plan to acquire 100% of China Electronic Engineering Design Institute, marking a shift from traditional juice production to electronic engineering [6][8] - The housing and urban-rural development ministry is actively researching measures to stabilize expectations and stimulate demand in the real estate market, indicating potential policy support [9][10]

Core Viewpoint - The article highlights the performance of various sectors in the A-share market, particularly the surge in the real estate sector and the strong performance of new tea beverage stocks following significant subsidies from major companies like Alibaba and Meituan [1][10]. Market Performance - On July 7, the A-share market experienced a slight decline, with the Shanghai Composite Index down 0.07%, Shenzhen Component Index down 0.52%, and the ChiNext Index down 0.99%. The total trading volume was approximately 570 billion, indicating a significant decrease compared to the previous trading day [1][2]. - The real estate sector saw a sudden rise, with stocks like Yuhua Development and Haitai Development hitting the daily limit, while companies such as Xincheng Holdings and I Love My Home also experienced gains [11]. Key Stocks and Sectors - Hai Rong Technology (300915) opened with a significant increase, reaching a limit up of 20.02% at a price of 29.32, with a market capitalization of 13.69 billion [5][9]. - The new tea beverage sector saw a collective rise, with stocks like Cha Bai Dao and Gu Ming increasing by 8.33% and 7.69%, respectively, following a record-breaking day for Meituan's retail orders [6][7]. - The food and beverage sector also performed well, with major players like Guotou Zhonglu and Jiahe Foods hitting the daily limit and increasing by over 7% [8][9]. Real Estate Sector Insights - The Ministry of Housing and Urban-Rural Development has been actively researching ways to stabilize expectations and stimulate demand in the real estate market, which has led to a positive response in stock performance [11]. - According to Liu Shui, Director of Enterprise Research at the China Index Academy, there was a month-on-month increase in new and second-hand home sales in key cities in June, although year-on-year figures still showed a decline. Continued policy support is expected to foster a weak recovery in the housing market in July [12].

智通财经7月7日电，早盘食品饮料板块走强，海融科技、佳禾食品涨停，香飘飘、一致魔芋、欢乐家、 熊猫乳品等跟涨。消息面上，在7月5日，美团单日零售订单突破历史纪录——达到1.2亿单，其中餐饮 订单则超过1亿单。 食品饮料板块盘初活跃 海融科技、佳禾食品双双涨停 ...

本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：300915 证券简称：海融科技 公告编号：2025-045 上海海融食品科技股份有限公司 关于使用闲置自有资金进行现金管理的进展公告 上海海融食品科技股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日 召开第四届董事会第三次会议和第四届监事会第三次会议，2025 年 5 月 15 日召 开 2024 年年度股东会，审议通过了《关于使用闲置自有资金进行现金管理的议 案》，同意公司及控股子公司在确保不影响公司正常经营的情况下，使用不超过 70,000 万元的闲置自有资金进行现金管理，投资期限自 2024 年年度股东会审议 通过该议案后一年。 具体内容详见公司分别于 2025 年 4 月 24 日和 2025 年 5 月 15 日在巨潮资 讯网（www.cninfo.com.cn）上披露的《第四届董事会第三次会议决议公告》（公 告编号：2025-015）、《第四届监事会第三次会议决议公告》（公告编号：2025- 016）、《关于使用闲置自有资金进行现金管理的公告》（公告编号：2025-024 ...

证券代码：300915 证券简称：海融科技 公告编号：2025-044 上海海融食品科技股份有限公司 关于募投项目延期的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 上海海融食品科技股份有限公司（以下简称"公司"）募投项目中的奶油扩 产及升级建设项目已按募投项目规划完成建筑主体结构及土建工程内部验收，产 线相关配套设施及设备均已安装完毕，并完成设备调试、无菌验证，本项目已通 过上海市奉贤区市场监督管理局的现场审核，并已取得食品生产许可证（许可证 编号：SC10231012000201）；果酱扩产及升级建设项目及冷冻烘焙工厂建设项目 已按募投项目规划完成建筑主体结构及土建工程内部验收；科技研发中心建设项 目已按募投项目规划完成建筑主体结构及土建工程内部验收，因应市场环境变化 及公司内部产品需求调整，目前正对小试、中试产线工艺和设备的技术性能重新 评估和论证后进行进一步的升级；冷藏库建设项目已按募投项目规划完成建筑主 体结构及土建工程内部验收，相关配套设施及设备均已安装完毕，预计 2025 年 6 月底前进行调试并完成内部验收。上述项目已进入外部验收阶段， ...

东方证券股份有限公司 关于上海海融食品科技股份有限公司 募投项目延期的核查意见 一、募集资金基本情况 经中国证券监督管理委员会《关于同意上海海融食品科技股份有限公司首次 公开发行股票注册的批复》（证监许可[2020]2766 号）同意注册，上海海融食品 科技股份有限公司（以下简称"公司"）首次公开发行人民币普通股（A 股）1,500 万股，每股面值为人民币 1.00 元，发行价格为人民币 70.03 元/股，募集资金总 额为人民币 105,045 万元，扣除发行费用人民币 8,270.38 万元（不含税）后的募 集资金净额为人民币 96,774.62 万元。众华会计师事务所（特殊普通合伙）已于 2020 年 11 月 26 日对公司首次公开发行股票的资金到位情况进行了审验，并出 具众会字[2020]第 09037 号《上海海融食品科技股份有限公司截至 2020 年 11 月 25 日验资报告》。募集资金到账后，公司已对募集资金进行了专户存储，公司、 东方证券股份有限公司（以下简称"保荐机构"）与募集资金开户行签署了《募 集资金三方监管协议》。 二、募集资金投资项目情况 （一）资金投入情况 根据公司《首次公开发 ...

证券代码：300915 证券简称：海融科技 公告编号：2025-042 上海海融食品科技股份有限公司 上海海融食品科技股份有限公司（以下简称"公司"）第四届董事会第六次 会议（以下简称"会议"）通知于 2025 年 6 月 20 日以书面、电话及邮件等方式 向各位董事发出。会议于 2025 年 6 月 27 日以现场结合通讯方式在公司会议室召 开。本次会议应出席董事 6 人，实际出席董事 6 人。会议由董事长黄海晓先生主 持，公司监事及高级管理人员列席了会议。本次会议的召开符合《中华人民共和 国公司法》等有关法律、行政法规、部门规章、规范性文件及《上海海融食品科 技股份有限公司章程》的有关规定。 二、董事会会议审议情况 经与会董事认真审议，充分讨论，审慎表决，会议审议通过了以下议案： 1、审议通过《关于募投项目延期的议案》 经审慎分析和认真研究，董事会同意将"奶油扩产和升级建设项目""果酱 扩产和升级建设项目""冷冻烘焙工厂建设项目""科技研发中心建设项目"和 "冷藏库建设项目"完成相关部门外部验收后，项目整体结项日期延长至 2026 年 6 月 30 日前。本次募投项目延期，是公司根据募投项目实际情况，并基 ...