New Stock Issuance - New stock issued by Dingjia Precision at a price of 11.16 on July 22, 2025[1] - ST Kelly's tender offer period is from July 17 to August 15, 2025[1] - ST Zitian and other companies have also announced new stock issuances[1] Market Alerts - Significant abnormal fluctuations reported for several stocks including Guangshengtang and Huayin Power[1] - Multiple companies have disclosed announcements regarding stock performance and market activities[1] - The report includes links to detailed announcements for various stocks, indicating ongoing market monitoring[1]

New Stock Issuance - The new stock issued by Hanguo Group is priced at 15.43 RMB per share[1] - The subscription period for the tender offer of ST Kelly is from July 17, 2025, to August 15, 2025[1] Abnormal Fluctuations - Several stocks, including ST Zitian and Guangshengtang, have reported severe abnormal fluctuations[2] - The announcement links for stocks experiencing abnormal fluctuations are provided for investor reference[2] Market Updates - A total of 30 stocks have been listed for trading updates, with various announcements made between July 15 and July 21, 2025[1] - The report includes links to detailed announcements for each stock, ensuring transparency and accessibility for investors[1]

中银国际证券股份有限公司 关于江苏扬电科技股份有限公司 详式权益变动报告书 之 财务顾问核查意见 财务顾问 签署日期：二〇二五年七月 | 目录 | | --- | | 目录 1 | | --- | | 重要声明 2 | | 释义 4 | | 财务顾问核查意见 6 | | 一、对信息披露义务人本次《详式权益变动报告书》内容的核查 6 | | 二、对信息披露义务人基本情况的核查 6 | | 三、对信息披露义务人本次权益变动目的及批准程序的核查 12 | | 四、对本次权益变动的方式的核查 13 | | 五、对信息披露义务人资金来源的核查 14 | | 六、对信息披露义务人对上市公司后续计划的核查 16 | | 七、对本次权益变动对上市公司影响的核查 18 | | 八、信息披露义务人与上市公司之间重大交易的核查 21 | | 九、信息披露义务人前 6 个月内买卖上市公司股份的情况的核查 22 | | 十、对上市公司原控股股东、实际控制人及其关联方损害公司利益情形的核 | | 查 22 | | 十一、对过渡期间保持上市公司稳定经营安排的核查 23 | | 十二、对信息披露义务人的辅导与督促情况的说明 23 | | 十 ...

证券代码：301012 证券简称：扬电科技 公告编号：2025-045 关于公司股东签署《关于江苏扬电科技股份有限公司之表决 权放弃协议之补充协议》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。 一、本次权益变动的情况 2025 年 7 月 15 日，公司控股股东、实际控制人程俊明先生及持股 5%以上 股东赵恒龙先生与四川汉唐云智算科技有限公司（以下简称"汉唐云智算"）签 署《关于江苏扬电科技股份有限公司之股份转让协议》（以下简称"《股份转让协 议》"），同时，程俊明先生与汉唐云智算签署《关于江苏扬电科技股份有限公司 之表决权放弃协议》（以下简称"《表决权放弃协议》"或"原协议"）。赵恒龙先 生拟将所持上市公司的 17,808,280 股人民币普通股股份（占上市公司总股本的比 例为 9.04%）转让给汉唐云智算，同时约定，程俊明先生所持上市公司股份限售 期届满后，程俊明先生拟将所持上市公司的 25,522,956 股股份（占上市公司总股 本的比例为 12.96%）转让给汉唐云智算，届时程俊明先生及汉唐云智算应当依 据中国证监会、深圳证券交易所的相关规定 ...

江苏扬电科技股份有限公司 简式权益变动报告书 （修订稿） 上市公司名称：江苏扬电科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：扬电科技 股票代码：301012 信息披露义务人：程俊明 住所：江苏省南京市******** 通讯地址：江苏省南京市******** 权益变动性质：表决权放弃 签署日期：二〇二五年七月 修订说明 信息披露义务人已于 2025 年 7 月 15 日披露《江苏扬电科技股份有限公司 简式权益变动报告书》，现基于本次权益变动相关方签署《关于江苏扬电科技 股份有限公司之表决权放弃协议之补充协议》的情况，对相关内容进行修订。 具体修订内容请详见下文楷体加粗部分。 1 信息披露义务人声明 二、本报告书已全面披露信息披露义务人在江苏扬电科技股份有限公司拥 有权益的股份变动情况。截至本报告书签署日，除本报告书披露的信息外，信 息披露义务人没有通过其他任何方式增加或减少其在江苏扬电科技股份有限公 司拥有权益的股份。 三、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 四、本次权益变动尚需取得深圳证券交易所的合规性确认意 ...

股票简称：扬电科技 股票代码：301012 信息披露义务人名称：四川汉唐云智算科技有限公司 住所：四川省成都市简阳市东溪街道万古社区4组99号（自编号附2号） 上市公司名称：江苏扬电科技股份有限公司 股票上市地点：深圳证券交易所 详见本报告之"释义" "第二节 本次权益变动决定及目的" "第三节 权 益变动方式" "第十一节 备查文件"。 二、根据信息披露义务人控股股东汉唐云信息最近三年财务报表对相关内 容进行修订 详见本报告书之"第一节 信息披露义务人介绍" "第九节 信息披露义务 人的财务资料"。 三、根据上市公司组织架构设置，更新了信息披露义务人保持上市公司独 立性承诺中相关表述 通讯地址：四川省成都市简阳市东溪街道万古社区4组99号（自编号附2号） 权益变动性质：股份增加（协议转让） 信息披露义务人已于 2025 年 7 月 15 日公告了《江苏扬电科技股份有限公司 详式权益变动报告书》，现基于本次权益变动涉及的相关事项发生变化，信息 披露义务人对本次权益变动相关情况进行修订，本次主要修订内容如下。 一、根据本次权益变动相关方签署《表决权放弃协议之补充协议》的情况， 对相关内容进行修订 详见本报告书之 ...

Market Overview - The net inflow of large orders in the two markets reached 16.628 billion yuan, with 44 stocks seeing net inflows exceeding 200 million yuan, led by Changshan Beiming with a net inflow of 2.333 billion yuan [1] - The Shanghai Composite Index closed up 0.37%, with a total of 2,101 stocks experiencing net inflows and 2,633 stocks seeing net outflows [1] Industry Analysis - Among the 19 industries with net inflows, the computer sector had the highest net inflow of 5.790 billion yuan, with an index increase of 1.33%. The electronics sector followed with a net inflow of 4.318 billion yuan and a rise of 2.18% [1] - The public utilities sector experienced the largest net outflow of 809 million yuan, followed by the banking sector with a net outflow of 741 million yuan [1] Individual Stock Performance - 44 stocks had net inflows exceeding 200 million yuan, with Changshan Beiming leading at 2.333 billion yuan, followed by Jianghuai Automobile at 1.193 billion yuan [2] - Stocks with significant net inflows saw an average increase of 7.58%, outperforming the Shanghai Composite Index, with 43 stocks closing higher, including Man Kun Technology and Jin Modern, which hit the daily limit [2] - The top sectors for net inflows among individual stocks were computer, electronics, and communication, with 10, 9, and 4 stocks respectively [2] Top Net Inflow Stocks - The top stocks by net inflow include: - Changshan Beiming: 2.333 billion yuan, 10.02% increase [2] - Jianghuai Automobile: 1.193 billion yuan, 10.01% increase [2] - Runhe Software: 903 million yuan, 9.68% increase [2] - Construction Industry: 771 million yuan, 10.01% increase [2] - AVIC Shenyang Aircraft: 745 million yuan, 10.00% increase [2] Top Net Outflow Stocks - The stocks with the largest net outflows include: - ST Huatuo: 398 million yuan, -4.77% decrease [4] - Sunshine Power: 329 million yuan, -0.55% decrease [4] - Zhongdian Port: 307 million yuan, -1.21% decrease [4] - Zijin Mining: 267 million yuan, -0.37% decrease [4] - C Huaxin: 240 million yuan, -9.19% decrease [4]

证券代码：301012 证券简称：扬电科技 公告编号：2025-044 江苏扬电科技股份有限公司 1、江苏扬电科技股份有限公司（以下简称"公司"或"扬电科技"）股票 交易价格连续两个交易日（2025年7月16日、2025年7月17日）收盘价涨幅偏离 值累计超过30%，根据《深圳证券交易所创业板交易规则》的有关规定，属于股 票交易异常波动。 2、公司自查并向控股股东程俊明核实，截至本公告披露日，除公司已披露信 息外，公司、公司控股股东、实际控制人程俊明（以下简称"控股股东"）不存 在应披露而未披露的重大信息。 3、2025年7月15日，公司控股股东、实际控制人程俊明及持股5%以上股东赵恒龙 先生与四川汉唐云智算科技有限公司（以下简称"汉唐云智算"）签署《关于江苏 扬电科技股份有限公司之股份转让协议》（以下简称"《股份转让协议》"），同 时，程俊明先生与汉唐云智算签署《关于江苏扬电科技股份有限公司之表决权放弃 协议》（以下简称"《表决权放弃协议》"）。赵恒龙先生拟将所持上市公司的 17,808,280股人民币普通股股份（占上市公司总股本的比例为9.04%，以下简称"第 一期标的股份"）转让给汉唐云智算，同时约定， ...

Group 1: Stock Performance - Zhejiang Zhenyuan and Asia-Pacific Pharmaceutical both achieved a 2-day limit-up with increases of 10.01% and 9.98% respectively, driven by innovation in pharmaceuticals [2] - Chengdu XianDao saw a first board listing with a significant rise of 20.02%, attributed to innovative drug developments [2] - TaiJing Technology and YanHua Intelligent both recorded first board listings with increases of 9.97% and 9.94%, linked to Huawei's influence in robotics [5] Group 2: AI and Robotics - Nvidia's CEO suggested that Huawei's AI chips could potentially replace Nvidia's offerings, indicating a competitive shift in the AI chip market [4] - The domestic robotics industry is gaining traction with significant orders being awarded, highlighting its importance in national competition [7] Group 3: Market Trends - The light communication sector is expected to see sustained growth due to high demand in both domestic and international markets, with performance likely to continue improving [13] - The low-altitude economy is gaining attention, with a notable $1 billion procurement agreement signed for eVTOL aircraft, indicating growth potential in this sector [17] Group 4: Consumer and Retail - The Chinese government is implementing measures to boost consumer spending, which is expected to positively impact the retail sector [21] - Companies like Guoguang Chain and Hanshang Group have seen first board listings with increases of 9.98% and 9.97%, reflecting the positive sentiment in the retail market [23] Group 5: Solar and Food & Beverage - The price of polysilicon has increased by 12.4% week-on-week, indicating a rising trend in the solar industry [24] - The food and beverage sector is also benefiting from government initiatives aimed at enhancing consumer demand, with companies like Huangshi Group seeing a 10.10% increase [26]

Market Overview - On July 16, the Shanghai Composite Index fell by 0.03%, with institutional investors appearing on the trading lists of 25 stocks, net buying 11 and net selling 14 [1][2] - The total net selling amount by institutional investors reached 1.015 billion yuan [1] Institutional Trading Activity - The stock with the highest net buying by institutional investors was Huahong Technology, which closed at the daily limit with a trading volume of 1.919 billion yuan and a turnover rate of 27.83%. The net buying amount was 112.81 million yuan [2][5] - Other notable stocks included Beifang Changlong, which rose by 6.59% with a turnover rate of 42.00% and a net buying amount of 70.49 million yuan [2][5] Performance of Net Bought Stocks - Stocks that were net bought by institutions saw an average increase of 5.35%, outperforming the Shanghai Composite Index. Stocks like Jujie Microfiber and Degute achieved daily limit increases [3] - Historical data indicates that stocks net bought by institutions have a 50.17% probability of rising the next day, with a 37.46% probability of increasing over the next three days [3] Earnings Forecasts - Among the stocks net bought by institutions, four have released half-year earnings forecasts, with Huahong Technology expected to see a net profit increase of 3384.71% [3] Net Sold Stocks - The stock with the highest net selling was C Huaxin, with a net selling amount of 999.70 million yuan. This stock had a significant net inflow of 3.172 billion yuan [3][6] - Annie Shares also saw substantial net selling, amounting to 247.11 million yuan, with a net outflow of 117 million yuan [3][6] Deep and Hong Kong Stock Connect Activity - On July 16, 12 stocks on the trading list had participation from the Shenzhen and Shanghai Stock Connect, with net buying in stocks like Hengbao Co. and Dawi Technology [7][8] - Hengbao Co. had a net buying amount of 160.75 million yuan, while stocks like Zhongdian Port and Qianhong Pharmaceutical experienced net selling [7][9]