Group 1 - The A-share internet e-commerce sector has experienced a pullback, with Qingmu Technology dropping nearly 9% [1] - Yiwan Yichuang has seen a decline of over 5.5% [1] - Other companies such as Xinghui Co., Kaichun Co., Xinxinda, and Nanji E-commerce also followed the downward trend [1]

Group 1 - Company Gongchuang Turf (605099.SH) stated that the impact of domestic football events on its operations and performance is minimal, as its main business of artificial turf has a low revenue contribution from domestic sports grass [1] - Company Anglikang (002940.SZ) confirmed that its innovative drug project ALK-N001 is still in Phase I clinical trials, indicating a long R&D cycle and significant investment [2] - Company Yiwei Lithium Energy (300014.SZ) plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance capital strength and international brand image [3] Group 2 - Company Chaohongji (002345.SZ) also intends to issue H-shares and apply for listing on the Hong Kong Stock Exchange to advance its global strategy and improve competitiveness [4] - Company Dexin Technology (603032.SH) clarified that its subsidiary's sales revenue from products used in solid-state battery production is less than 1% of total revenue, emphasizing its focus on quality service [5] - Company Changshan Pharmaceutical (300255.SZ) announced that its application for the marketing authorization of Aibennapeptide injection for type 2 diabetes has been accepted, but the approval timeline remains uncertain [6] Group 3 - Company Baili Electric (600468.SH) reported that its revenue from nuclear fusion-related business is currently minimal, accounting for less than 1% of total revenue [7] - Company Chutianlong (003040.SZ) is exploring digital currency projects but faces risks related to new technology development and commercial application [8] - Company Dongxing Medical (301290.SZ) signed contracts with Shanghai Jiao Tong University for synthetic biology technology development, totaling 6 million yuan, enhancing its R&D capabilities [9] Group 4 - Company Maixinlin (688685.SH) announced that its subsidiary signed contracts for computing power services worth 1.184 billion yuan, expected to positively impact future performance [10] - Company Haichen Pharmaceutical (300584.SZ) reported that its solid-state battery-related business has not yet generated revenue, which does not significantly affect overall performance [11] - Company Filinger (603226.SH) is undergoing stock trading suspension for investigation due to significant price deviations from fundamentals [12] Group 5 - Company Zhongdian Port (001287.SZ) disclosed that the National Integrated Circuit Fund reduced its stake by 1%, now holding 8.97% of the company [13] - Company Huasheng Co., Ltd. (600156.SH) is planning to acquire 100% of Yixin Technology, leading to a stock suspension for up to 10 trading days [14] - Company Jianghuai Automobile reported a 3.52% year-on-year decline in May sales, with new energy vehicle sales down 57.81% [15] - Company Aonong Biological reported a 9.44% year-on-year increase in May pig sales, with a total of 156,200 pigs sold [16]

Group 1 - Kaichun Co., Ltd. adjusted the share repurchase price limit from 26.625 yuan/share to 40 yuan/share, effective from June 10, 2025 [1] - Yipin Pharmaceutical's subsidiary received a drug registration certificate for Dexmedetomidine Hydrochloride Injection, a Class 3 chemical drug used for sedation during anesthesia [1] - Bohui Innovation obtained a medical device registration certificate for HPV Genotyping Test Kit, used for qualitative detection of HPV DNA [1][2] Group 2 - Lingyi Zhi Zao's application for issuing convertible bonds and cash payment to acquire 66.46% of Jiangsu Kedasiteng Automotive Technology Co., Ltd. has been accepted by the Shenzhen Stock Exchange [3] - Kemin Food reported a 23.06% year-on-year increase in pig sales in May, with a total of 48,300 pigs sold [4][5] - Meian Sen decided to terminate the issuance of shares to specific objects due to market conditions and strategic considerations [6][7] Group 3 - Zhengbang Technology reported a 146.6% year-on-year increase in pig sales revenue in May, totaling 731 million yuan [9] - Yuanda Holdings plans to reduce the registered capital of its subsidiary from 73 million to 24.3 million USD to optimize asset structure [10] - East China Pharmaceutical's subsidiary received FDA approval for clinical trials of HDM1010 tablets for type 2 diabetes [12] Group 4 - Liangxin Co., Ltd. received a government subsidy of 14.1 million yuan, accounting for 4.52% of its audited net profit for 2024 [13] - Erkang Pharmaceutical's Vitamin B6 Injection passed the consistency evaluation for generic drugs [14] - New Industry received a patent certificate for an antibody related to anti-PIC detection, enhancing detection efficiency [16][15] Group 5 - Dongxing Medical signed a 6 million yuan technology development contract with Shanghai Jiao Tong University for collagen preparation processes [16] - Suchang Chai A's subsidiary will absorb and merge another subsidiary, adjusting internal equity structure [17] - Yibin Technology received a project designation notice from a domestic new energy vehicle company, with an estimated total sales of 256 million yuan over five years [18] Group 6 - Mingchen Health received a cash dividend of 20 million yuan from its subsidiary [19] - Hendi Pharmaceutical obtained a drug registration certificate for Ibuprofen Suspension, a common medication for children [19] - Huaren Pharmaceutical's subsidiary received a drug registration certificate for Dexmedetomidine Hydrochloride Injection, classified as a Category B drug under national medical insurance [20] Group 7 - Enwei Pharmaceutical obtained a renewed drug production license for six key products [21] - Xiaoming Co., Ltd. reported a 45.59% year-on-year increase in chicken product sales in May, totaling 23.25 million birds [23][24] - Shan Natural Gas successfully issued a 350 million yuan short-term financing bond with a 1.78% interest rate [25] Group 8 - Xidamen announced plans for board members to reduce their holdings by up to 581,000 shares [26] - Shentong Technology's shareholder plans to reduce holdings by up to 3% of the company's shares [27] - Saintno Bio plans to distribute a cash dividend of 0.14 yuan per share and a capital increase of 0.4 shares per share [28] Group 9 - *ST King Kong's subsidiary received a debt transfer notice from its controlling shareholder, totaling 364 million yuan [29] - Foxit Software's executives plan to reduce their holdings by a total of 55,800 shares [30] - Youyou Green Energy plans to apply for a bank credit line of up to 1.5 billion yuan [31] Group 10 - Guoxing Optoelectronics plans to distribute a cash dividend of 0.5 yuan per 10 shares [32] - Guangxun Technology plans to distribute a cash dividend of 2.6 yuan per 10 shares [33] - Hanrui Cobalt plans to distribute a cash dividend of 1.5 yuan per 10 shares [35] Group 11 - Tigermed plans to distribute a cash dividend of 3 yuan per 10 shares [37] - Shenliang Holdings plans to distribute a cash dividend of 1.5 yuan per 10 shares [38] - Yishitong plans to distribute a cash dividend of 1 yuan per 10 shares [39]

1、本次董事会由董事长王莉女士召集，会议通知于 2025 年 6 月 3 日以专人 送达、电子邮件、电话等通讯方式发出。 2、本次董事会于 2025 年 6 月 6 日在上海凯淳实业股份有限公司（以下简称 "公司"）5 楼元宇宙会议室采取现场结合通讯表决的方式召开。 3、本次董事会应出席 7 人，实际出席会议董事 7 人，其中：现场出席董事 1 人（宋鸣春），以通讯表决方式出席董事 6 人（王莉、徐磊、吴凌东、李祖滨、 厉洋、谢力）。 4、本次董事会由董事长王莉女士主持，公司监事及高级管理人员列席会议。 5、本次董事会会议的召集、召开和表决程序符合法律、行政法规、部门规 章、规范性文件和《公司章程》的规定，合法有效。 证券代码：301001 证券简称：凯淳股份 公告编号：2025-035 上海凯淳实业股份有限公司 第三届董事会第十三次会议决议公告 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 董事会认为：鉴于近期公司股票价格持续超出回购股份方案拟定的回购价格 上限，基于对公司未来持续稳健发展的信心和对公司投资价值的高度认可，同时 为了 ...

证券代码：301001 证券简称：凯淳股份 公告编号：2025-036 上海凯淳实业股份有限公司 关于调整回购公司股份价格上限的公告 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： 1、本次回购股份价格上限将由不超过人民币 26.625 元/股（含本数）调整 为不超过人民币 40 元/股（含本数），该价格未超过董事会审议通过《关于调整 回购股份价格上限的议案》的决议前 30 个交易日公司股票交易均价的 150%。 2、除上述调整回购股份价格上限外，回购股份方案的其他内容未发生变化。 3、回购股份价格上限调整的生效日期为 2025 年 6 月 10 日。 上海凯淳实业股份有限公司（以下简称"公司"）于 2025 年 6 月 6 日召开 了第三届董事会第十三次会议，审议通过了《关于调整回购股份价格上限的议 案》，现将相关情况公告如下： 因实施 2024 年度权益分派，公司以集中竞价交易方式回购股份的价格上限 由不超过人民币 27.00 元/股（含）调整为不超过人民币 26.625 元/股（含）， 具体内容详见公司于 2025 年 5 月 30 日在巨潮 ...

上海凯淳实业股份有限公司（以下简称"公司"） 于 2024 年 7 月 1 日召开 公司第三届董事会第九次会议，审议通过了《关于回购公司股份方案的议案》， 同意公司使用自有资金以集中竞价交易方式回购公司部分社会公众股份（以下简 称"本次回购"），用于员工持股计划或股权激励。本次回购股份的资金总额不 超过人民币 2,000.00 万元，回购价格上限不超过人民币 27.00 元/股；回购期限 自董事会审议通过本次回购股份方案之日起不超过 12 个月；具体回购股份的数 量以回购结束时实际回购的股份数量为准。具体内容详见公司于 2024 年 7 月 3 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于回购公司股份方案 的公告》（公告编号：2024-025）等相关公告。 证券代码：301001 证券简称：凯淳股份 公告编号：2025-034 上海凯淳实业股份有限公司 关于回购公司股份的进展公告 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。 二、其他说明 自回购计划启动以来，公司持续关注资本市场的整体表现及公司股价走势， 公司股价大部分时间 ...

Investment Rating - Industry rating: Recommended [4] Core Insights - The report highlights a robust growth in visitor numbers during the Dragon Boat Festival, with a projected total of 6.87 billion trips, reflecting a year-on-year increase of 3.0% [1][18] - The demand for family-oriented travel has surged, particularly for short-distance self-driving trips and parent-child tours, with bookings for parent-child group tours increasing by 80% year-on-year [1][2] - The launch of new products by Lao Pu Gold, such as the Seven Sons Gourd, is expected to drive high demand in the fashion gold jewelry sector, despite a tightening overall consumption environment [2] Summary by Sections 1. Market Review - The consumer service index and retail index outperformed the CSI 300 index, with significant gains in the jewelry and watch sector [11] - The report notes a 5.1% year-on-year increase in total retail sales in April, with jewelry sales growing by 25.3% [36][50] 2. Industry & Company Dynamics - The report discusses the increase in domestic tourism, with various regions reporting significant visitor numbers during the holiday period [18][19] - Lao Pu Gold's new product launch is positioned to capture the growing trend in fashion jewelry, appealing to consumer sentiment and aesthetic preferences [2][3] 3. Macro & Industry Data - April's retail sales data indicates a stable growth trajectory, with online retail sales showing a 5.8% year-on-year increase [37] - The report provides insights into the gold jewelry market, noting a decline in overall gold consumption but an increase in gold bars and coins [52][55] 4. Investment Recommendations - The report suggests five investment themes, including the revival of traditional retail formats, the rise of AI technology applications, and the potential for new retail sectors to outperform expectations [59][61]

证券代码：301001 证券简称：凯淳股份 公告编号：2025-033 上海凯淳实业股份有限公司 关于 2024 年度权益分派实施后 调整回购股份价格上限的公告 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： 1、调整前回购股份价格上限：不超过人民币 27.00 元/股。 二、调整回购股份价格上限的原因 公司 2024 年度权益分配方案为：以截至 2024 年 12 月 31 日公司的总股本 80,000,000 股为基数，向全体股东每 10 股派发现金股利人民币 3.75 元（含税）， 合计派发现金股利人民币 30,000,000 元（含税）。本次分配不送红股，不以公 积金转增股本，剩余未分配利润结转下一年度。在利润分配预案披露日至实施权 益分派股权登记日期间，公司股本若因新增股份上市、股权激励授予行权、可转 债转股、股份回购等事项发生变化，公司将按照最新总股本计算分配比例，现金 分红总额不变。 本次权益分派股权登记日为 2025 年 6 月 9 日，除权除息日为 2025 年 6 月 10 日。自分配预案披露至实施期间公司股本总额未发生变化。具 ...

2、 自本次利润分配预案披露至实施期间，公司股本总额未发生变化。 3、 本次实施分配方案与股东大会审议通过的分配方案及其调整原则一致。 证券代码：301001 证券简称：凯淳股份 公告编号：2025-032 上海凯淳实业股份有限公司 2024 年度分红派息实施公告 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。 上海凯淳实业股份有限公司（以下简称"公司"）2024 年度权益分派方案已 获 2025 年 5 月 15 日召开的 2024 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的情况 1、 公司于 2025 年 5 月 15 日召开 2024 年度股东大会，审议通过了《关于公 司 2024 年度利润分配方案的议案》。议案内容如下：公司以截至 2024 年 12 月 31 日公司的总股本 80,000,000 股为基数，向全体股东每 10 股派发现金股利人 民币 3.75 元（含税），合计派发现金股利人民币 30,000,000 元（含税）。本次 分配不送红股，不以公积金转增股本，剩余未分配利润结转下一年度。在利润分 配 ...

Market Overview - The three major stock indices collectively declined, with the Shanghai Composite Index closing at 3339.93 points, down 0.02%, the Shenzhen Component Index at 10003.27 points, down 0.26%, and the ChiNext Index at 1985.38 points, down 0.31% [1]. Sector Performance - Strong sectors included medical waste treatment (+2.66%), combustible ice (+2.50%), beverage manufacturing (+2.30%), controllable nuclear fusion (+2.02%), and textile and apparel (+1.48%) [4]. - The internet e-commerce sector led the decline, with a drop of -2.01%, followed by medical services at -1.81% [4]. Individual Stock Highlights - In the medical waste treatment sector, notable performers included Yuhua Tian and Boschke, both hitting the 20% daily limit up, while Qiaoyin Co. also reached the limit up [4]. - The combustible ice sector saw ShenKai Co. hitting the limit up, with potential gains for QianNeng HengXin (+8%) and other companies like HaiMo Technology and Sinopec following suit [4]. Fund Flow Analysis - Major funds saw net inflows in sectors such as machinery, power equipment, and communications, while experiencing net outflows in banking, media, and public utilities [5]. - Specific stocks with significant net inflows included XueRen Co. (5.06 billion), GongXiao DaJi (3.37 billion), and GuoFang Group (3.36 billion) [6]. - Conversely, companies like BYD, Great Wall Motors, and Seres faced substantial sell-offs, with net outflows of 8.33 billion, 7.51 billion, and 6.21 billion respectively [7]. Institutional Insights - Dongfang Securities noted that liquidity disturbances are expected to continue, with long-term bond yields likely to remain high, indicating a tight overall market liquidity [8]. - The report emphasized that sectors with better performance visibility, such as consumption and pharmaceuticals, may offer relatively better short-term elasticity [8]. - Galaxy Securities advised caution in chasing high valuations in the fast-rotating new consumption sector [9]. - Guotai Haitong expressed a mid-term positive outlook on beverage manufacturing but recommended against chasing high prices in the short term [10].