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。 证券代码:301003 证券简称:江苏博云 公告编号:2025-048 江苏博云塑业股份有限公司 关于回购股份注销完成暨股份变动的公告 特别提示： 1、本次注销的回购股份数量为 1,920,010 股，占注销前公司总股本的比例为 1.94%，本次注销完成后，公司总股本由 99,053,333 股变更为 97,133,323 股。 2、经中国证券登记结算有限责任公司深圳分公司确认，公司本次 1,920,010 股回购股份注销事宜已于 2025 年 7 月 4 日办理完成。 根据《中华人民共和国公司法》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关法律法规规定，现就本次回购公司股份注销完成的具 体情况公告如下： 一、回购股份的实施情况 2024 年 2 月 29 日，公司首次通过回购专用证券账户以集中竞价交易方式回 购公司股份，本次回购股份数量为 360,000 股，占公司总股本的 0.363%，最高成 交价为 19.62 元/股，最低成交价为 19.05 元/股，成交总金额为 6,997,816 ...

Group 1: Macro Trends and Innovations - The report discusses the potential transformation of the global monetary and financial systems due to the development of stablecoins and RWA (Real World Assets), suggesting that these innovations may create a parallel decentralized financial system alongside the existing centralized one [2][3] - It is anticipated that the changes brought by stablecoins and RWA could be as significant as the impact of AI on the global economy, indicating a major shift in how currencies and financial systems operate [2][3] Group 2: Steel Industry Insights - Recent data shows a slight decrease in steel demand, with total inventory shifting from a reduction to an increase, indicating a potential weakening in demand as the industry enters a traditional off-season [5][6] - The apparent consumption of five major steel products was 8.7985 million tons, down by 4.33 million tons week-on-week, while total inventory rose to 13.4003 million tons, marking a 1.14% increase [5][6] - The report forecasts that steel demand may stabilize gradually, with construction and manufacturing sectors expected to support demand, despite ongoing challenges in the real estate sector [6] Group 3: Cement and Building Materials - The cement industry is showing signs of stabilization after price adjustments, with competition and profitability continuing to improve [4] - The report notes that the national average cement price has seen a slight decline of 1.2%, with certain regions experiencing price increases due to demand fluctuations [8] - The building materials sector is expected to enter a low base period starting June 2024, which may improve demand metrics as previous high demand levels are compared against lower future figures [9] Group 4: Glass and Fiberglass Market - The domestic float glass market is experiencing a downturn, with average prices dropping to 1250.27 yuan per ton, reflecting a weak demand environment [8] - The fiberglass market is also facing challenges, with limited order growth and competitive pressures affecting pricing and profitability [8] Group 5: Investment Recommendations - The report recommends several steel companies that are expected to benefit from industry consolidation and high-quality development, including Baosteel and Hualing Steel [7] - In the cement sector, leading companies such as Anhui Conch Cement and Huaxin Cement are highlighted as strong investment opportunities due to their market positions [10] - For the glass industry, companies like Fuyao Glass and Xinyi Glass are recommended based on their competitive advantages and market resilience [10]

证券代码:301003 证券简称:江苏博云 公告编号:2025-047 江苏博云塑业股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍暨减持计划 实施完成的公告 持股 5%以上股东龚伟先生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。 江苏博云塑业股份有限公司（以下简称"公司"或"江苏博云"）于 2025 年 6 月 6 日在巨潮资讯网（http://www.cninfo.com.cn）披露了《关于持股 5%以上 股东减持股份预披露的公告》（公告编号：2025-042）。公司持股 5%以上的股 东龚伟先生计划在上述公告披露之日起 15 个交易日后的 3 个月内，以集中竞价 方式减持持有公司股份不超过 971,333 股，即不超过公司总股本的 1%（总股本 已剔除公司回购股份）；以大宗交易方式减持持有公司股份不超过 1,942,666 股, 即不超过公司总股本的 2%（总股本已剔除公司回购股份）。 截至目前，上述股东减持股份计划已实施完成。公司收到龚伟先生出具的《关 于股份减持计划实施完成暨权益变动 ...

Group 1 - The core viewpoint is that lightweight technology is becoming a key direction for the development of the robotics industry, significantly enhancing performance, energy efficiency, and installation convenience while expanding application boundaries in specialized fields like space exploration and medical surgery [1] - The demand for improved motion performance, energy efficiency, and adaptability in robotics is increasing, making lightweight technology essential for enhancing acceleration, dynamic response, and flexibility, while also reducing energy dependence and maintenance costs [1] - High-performance materials such as PEEK, carbon fiber, aluminum-magnesium alloys, and nylon are emerging as crucial components for achieving lightweight designs in robotics, providing a solid foundation for the widespread adoption of lightweight technology [1] Group 2 - Significant advancements have been made in the lightweight solutions for core components such as motors, reducers, lead screws, joint modules, and structural parts, enhancing overall robot performance and efficiency [2] - Innovations like frameless motors, harmonic reducers, and planetary roller screw assemblies are contributing to the reduction of size and weight while improving key performance indicators such as stiffness, precision, and lifespan [2] - Related companies in the lightweight robotics sector include Xinhan New Materials, Zhongxin Fluorine Materials, Water Co., Polymeric Shun, Jiangsu Boyun, Xingyuan Zhuomei, Jinfat Technology, Pulit, Yongmaotai, Zhaomin Technology, Weike Technology, and Hengbo Co. [2]

Group 1 - *ST San Sheng (002742.SZ): The controlling shareholder Pan Xianwen's judicial auction of 32.2 million shares has been completed, with 30 million shares transferred, accounting for 6.94% of the total share capital. After the reduction, Pan Xianwen's shareholding ratio decreased from 24.20% to 17.26%, which will not lead to a change in company control [1] - Aike Co., Ltd. (300889.SZ): Shareholder Zhang Fengbin, holding over 5%, reduced his stake by 1% (1.67818 million shares) from May 13 to June 27, 2025, bringing his holding to 7.9902% [1] - Anlu Technology (688107.SH): The shareholder National Integrated Circuit Industry Investment Fund Co., Ltd. completed its reduction plan, selling 4.008493 million shares (1% of total share capital) from May 8 to June 30, 2025, with a total reduction amount of 109.36 million yuan, current holding ratio at 5.76% [1] Group 2 - Anshuo Information (300380.SZ): The controlling shareholder Shanghai Anshuo Technology Development Co., Ltd. and actual controllers reduced their stakes by 1.16% (1.599416 million shares), 0.94% (1.300187 million shares), and 0.65% (900,000 shares) respectively [1] - Baoming Technology (002992.SZ): Directors and management plan to reduce their holdings by a total of 0.0107%, 0.0714%, and 0.0107% over the next three months [2] - Beiyikang (870199.BJ): Employee shareholding platforms completed their reduction plans, selling 546,284 shares (0.8%) and 131,650 shares (0.19%) [2] Group 3 - Boyun New Materials (002297.SZ): Major shareholder Hunan Xiangtou High-tech Venture Capital Co., Ltd. reduced its stake by 406.74 million shares (0.71%) from June 5 to June 30, 2025, bringing its holding to 6.99% [2] - Dongwei Technology (688700.SH): Specific shareholder Xie Yulong completed a reduction plan, selling 574,857 shares (0.1927%) from June 4 to June 30, 2025, with a total reduction amount of 21.362156 million yuan, current holding ratio at 0% [2] - Fuzhi Environmental Protection (688335.SH): Major shareholder Deqing Junjie Enterprise Management Partnership plans to reduce up to 4.441035 million shares (3%) over the next three months [3] Group 4 - Gu Gao Technology (301510.SZ): Shareholder Beijing Equity Investment Development Management Center completed its reduction plan, selling 4.0001 million shares (1%) from June 5 to June 30, 2025, bringing its holding to 7.68% [3] - Guangbo Co., Ltd. (002103.SZ): Shareholder Ren Hangzhong reduced his stake by 156,440 shares (0.2928%), bringing his holding to 9.99999% [3] - Guoke Military Industry (688543.SH): Specific shareholders Yang Minghua and Chen Gonglin plan to reduce up to 2.08842 million shares (1%) and 3.789115 million shares (1.8143%) over the next three months [3] Group 5 - Guorui Technology (300600.SZ): Major shareholder Gong Ruiliang reduced his stake by 3.243209 million shares (1.1%) from June 27 to July 1, 2025, bringing his holding to 20.63% [4] - Hangzhou Thermal Power (605011.SH): Shareholder Huashi Investment plans to reduce up to 5.997 million shares (1.4989%) over the next three months [4] - Huaya Intelligent (003043.SZ): Executives plan to reduce their holdings by a total of 0.0132%, 0.0092%, and 0.0092% over the next three months [4]

证券代码:301003 证券简称:江苏博云 公告编号:2025-046 二、本次变更后的《营业执照》相关登记信息 名称：上海罗兴保贸易有限公司 统一社会信用代码：9131011768095494X6 江苏博云塑业股份有限公司 关于全资子公司变更经营范围、住所并完成工商变更 登记的公告 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。 江苏博云塑业股份有限公司全资子公司上海罗兴保贸易有限公司（以下简称 "上海罗兴保"）因业务发展需要，对经营范围及住所进行了变更。近日上海罗 兴保已完成工商变更登记手续并取得了上海市松江区市场监督管理局核发的《营 业执照》，相关变更情况如下： 一、本次变更情况 | 变更事项 | | 变更前 | 变更后 | | --- | --- | --- | --- | | 经营范围 | | | 塑料制品销售，化工产品销售(不含 | | | | | 许可类化工产品)电于产品销售:机械 | | | | 塑胶原料及制品、化工原料及产品 | 设备销售;通信设备销售，汽车零配 | | | | (除危险化学品、监控化学品、烟 | 件批发，汽车零配件零售;金属 ...

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。 证券代码:301003 证券简称:江苏博云 公告编号:2025-045 江苏博云塑业股份有限公司 关于持股 5%以上股东减持股份触及 1%整数倍的公告 持股 5%以上股东龚伟先生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。 江苏博云塑业股份有限公司（以下简称"公司"或"江苏博云"）于 2025 年 6 月 6 日在巨潮资讯网（http://www.cninfo.com.cn）披露了《关于持股 5%以上 股东减持股份预披露的公告》（公告编号：2025-042）。公司持股 5%以上的股 东龚伟先生计划在上述公告披露之日起 15 个交易日后的 3 个月内，以集中竞价 方式减持持有公司股份不超过 971,333 股，即不超过公司总股本的 1%（总股本 已剔除公司回购股份）；以大宗交易方式减持持有公司股份不超过 1,942,666 股, 即不超过公司总股本的 2%（总股本已剔除公司回购股份）。 公司近日收到龚伟先生出具的《关于减持公司股份触及 1%整数倍的告知函》， 龚伟先生于 2025 年 6 月 30 日通过集 ...

Core Insights - The depreciation benefit concept rose by 0.59% as of the market close on July 1, with a capital inflow of 177 million [1] - A total of 93 stocks increased in value while 73 stocks decreased [1] Top Gainers - The top ten stocks with the highest gains include: - Kaichuang Electric: +10.3% - Meinuohua: +6.9% - Henglin Shares: +6.5% - Wuzhou Medical: +6.35% - Jiangsu Boyun: +6.03% - Shandong Gold: +4.32% - Air China Ocean: +4.3% - Tonghe Pharmaceutical: +4.3% - Yiyi Shares: +4.29% - Huatong Cable: +4.26% [1] Top Losers - The stocks with the largest declines include: - Haitai Technology: -5.29% - ST Dehao: -5.0% - Pulutong: -4.96% - Qifeng Precision: -4.38% - Huasheng Shares: -3.27% [1]

Group 1 - Aike Cyber (688719.SH) shareholders Dachen Chuangtong and Dachen Chuanghong reduced their holdings by 2,298,151 shares, accounting for 1.99% of the total share capital, and did not complete the planned reduction [1] - Benchuan Intelligent (300964.SZ) controlling shareholder Dong Xiaojun reduced his holdings by 355,787 shares, accounting for 0.4582% of the total share capital, bringing his shareholding down to 21.64% [1] - Changlian Co., Ltd. (603648.SH) completed its reduction plan by selling 3,624,050 shares, which is 1% of the total share capital [1] Group 2 - Chuan Yi Technology (002866.SZ) controlling shareholder Zou Weimin and his concerted party reduced their holdings, with Zou's shareholding dropping to 48.53% [2] - Daoshi Technology (300409.SZ) controlling shareholder Rong Jihua plans to reduce his holdings by up to 15,416,611 shares, accounting for 1.97% of the total share capital [2] - Electric Alloy (300697.SZ) completed its reduction plan by selling 2,741,390 shares, which is 0.63% of the total share capital [2] Group 3 - Fujirei (688272.SH) shareholders Suzhou Kongkong, Suzhou Zhaorong, and Shanghai Zhaoren reduced their holdings by 1,215,618 shares, 1,463,490 shares, and 44,944 shares, accounting for 1.60%, 1.93%, and 0.06% of the total share capital respectively [3] - Gaoweida (300465.SZ) controlling shareholder Yingtan Yinggao Investment Consulting Co., Ltd. reduced its holdings by 4,261,700 shares, accounting for 0.96% of the total share capital, bringing its shareholding down to 22.00% [3] - Haizheng Materials (688203.SH) shareholder Sinopec Capital plans to reduce its holdings by up to 3,525,600 shares, accounting for 1.74% of the total share capital [3] Group 4 - Hangyu Micro (300053.SZ) shareholder Yan Jun reduced his holdings by 3,930,000 shares, accounting for 0.56% of the total share capital [4] - He Shi Eye Hospital (301103.SZ) shareholder Advanced Manufacturing Industry Investment Fund plans to reduce its holdings by up to 3,106,074 shares, accounting for 2% of the total share capital [4] - He Yuan Gas (002971.SZ) shareholder Baishide Chuangye completed its reduction plan by selling 854,064 shares, which is 0.415% of the total share capital [4] Group 5 - Huaren Health (301408.SZ) shareholder Saifu Investment reduced its holdings by 2,107,696 shares, accounting for 0.53% of the total share capital [5] - Jiangsu Boyun (301003.SZ) shareholder Gong Wei reduced his holdings by 1,558,900 shares, accounting for 1.57% of the total share capital [5] - Jeya Co., Ltd. (301108.SZ) shareholders Mingyuan Fund and its concerted party did not reduce their holdings, and the reduction plan period expired [5] Group 6 - Longxin General (603766.SH) directors plan to reduce their holdings by up to 350,000 shares and 100,000 shares, accounting for 0.0170% and 0.0049% of the total share capital respectively [6] - Ruchuang Micro-Nano (688002.SH) shareholder Li Weicheng plans to reduce his holdings by up to 8,000,000 shares, accounting for 1.75% of the total share capital [6] - Shilan Micro (600460.SH) shareholder Luo Huabing plans to reduce his holdings by up to 500,000 shares, accounting for 0.03005% of the total share capital [6] Group 7 - Tongfu Microelectronics (002156.SZ) shareholder National Integrated Circuit Industry Investment Fund reduced its holdings by 15,175,969 shares, accounting for 1% of the total share capital [7] - Wangzi New Materials (002735.SZ) controlling shareholder Wang Jinjun reduced his holdings by 9,717,874 shares, accounting for 2.54% of the total share capital [7] - Xingye Co., Ltd. (603928.SH) shareholder Shen Genzhen reduced his holdings by 2,620,000 shares, accounting for 1.00% of the total share capital [7] Group 8 - Yikang Co., Ltd. (301085.SZ) controlling shareholder concerted party reduced its holdings by 633,700 shares, accounting for 0.73% of the total share capital [8] Group 9 - Yiming Pharmaceutical (002826.SZ) major shareholder Zhou Zhan reduced his holdings by 3,586,777 shares, accounting for 1.88% of the total share capital [9] - Yiming Pharmaceutical (002826.SZ) director Xi Ke reduced his holdings by 283,862 shares, accounting for 0.15% of the total share capital [9] - Youyan Powder Materials (688456.SH) concerted party reduced its holdings by 1,030,000 shares, accounting for 0.99% of the total share capital [9] Group 10 - Zhongma Transmission (603767.SH) directors plan to reduce their holdings through block trading and centralized bidding [10] - Zhongqi Co., Ltd. (301215.SZ) shareholder Jiangsu Yueda Group did not reduce its holdings, and the reduction plan period expired [10]

关于持股 5%以上股东减持股份触及 1%整数倍的公告 证券代码:301003 证券简称:江苏博云 公告编号:2025-044 江苏博云塑业股份有限公司 持股 5%以上股东龚伟先生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。 江苏博云塑业股份有限公司（以下简称"公司"或"江苏博云"）于 2025 年 6 月 6 日在巨潮资讯网（http://www.cninfo.com.cn）披露了《关于持股 5%以上 股东减持股份预披露的公告》（公告编号：2025-042）。公司持股 5%以上的股 东龚伟先生计划在上述公告披露之日起 15 个交易日后的 3 个月内，以集中竞价 方式减持持有公司股份不超过 971,333 股，即不超过公司总股本的 1%（总股本 已剔除公司回购股份）；以大宗交易方式减持持有公司股份不超过 1,942,666 股, 即不超过公司总股本的 2%（总股本已剔除公司回购股份）。 公司近日收到龚伟先生出具的《关于减持公司股份触及 1%整数倍的告知函》， 龚伟先生于 2025 年 6 月 27 日通过集 ...