证券代码：301024 证券简称：霍普股份 公告编号：2025-044 上海霍普建筑设计事务所股份有限公司 关于全资子公司收到中标通知书的公告 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。 公司全资子公司天津嘉晖电力工程有限公司作为牵头方与中建八局新型建 造工程有限公司组成的联合体于近日收到"阆苑新能源 200MW/400MWh 共享 储能示范项目（EPC）"的《中标通知书》，确定联合体为项目的中标人。现 将有关内容公告如下： 一、中标信息 1、项目名称：阆苑新能源 200MW/400MWh 共享储能示范项目（EPC） 2、招标单位：青岛阆苑新能源科技有限公司 4、中标人：天津嘉晖电力工程有限公司、中建八局新型建造工程有限公司 （联合体） 5、中标工期：150 天 二、中标对上市公司的影响 本项目如与相关单位签订正式合同并顺利实施，预计将对公司未来经营业 绩产生积极影响。该事项属于公司日常经营事项，不会影响公司业务的独立性。 三、风险提示 本项目尚未签署正式合同，公司将根据后续进展情况及时履行信息披露义 务，敬请广大投资者谨慎决策、注意投资风险。 四、备查文 ...

Group 1 - The market focus is on leading stocks, with notable performances from LiuGao Co., which opened up 3.10%, and innovative drug concept stocks such as Sairui Medical, which opened up 3.89% [1][2] - Huayin Electric, a power stock, achieved a limit-up increase, marking its third consecutive day of gains [1][2] - Other stocks in the market included GuangShengTang, which opened up 6.17%, and WeiXinKang, which opened up 7.18%, indicating a positive trend in the healthcare sector [1][2] Group 2 - The stock performance data shows LiuGao Co. at 5.32 with a 3.10% increase, Sairui Medical at 21.90 with a 3.89% increase, and GuangShengTang at 54.51 with a 6.17% increase [2] - Huayin Electric is listed at 6.70 with a significant increase of 10.02%, reflecting strong investor interest [2] - Other notable stocks include YaMaTon, which opened down 1.93%, and HuoHui Co., which opened down 1.58%, indicating mixed performance in the market [2]

Group 1: 6G Technology - Beijing has released its first special policy for the 6G industry, aiming to promote the development of 6G technology through supportive measures and collaboration between academia and industry [1] - The 6G industry is expected to enter a commercial phase after 2029, with significant transformations anticipated in sectors such as education, entertainment, and manufacturing [1] Group 2: Superconductors - The State-owned Assets Supervision and Administration Commission emphasizes the need to enhance the security of important metal mineral resources and accelerate the development of new production capabilities, particularly in superconducting materials [2] - The demand for superconducting materials in nuclear fusion devices is expected to increase, potentially driving down costs and expanding application areas [2] Group 3: AI in Healthcare - Beijing has launched an action plan to integrate AI with healthcare, aiming to establish itself as a leading innovation hub in this field by 2027 [3] - The AI healthcare sector is anticipated to accelerate, addressing limitations in human resources and enhancing precision and efficiency in medical services [3] Group 4: Brain-Computer Interface - Sichuan has introduced a plan to foster the development of brain science and brain-computer interface technologies, focusing on original technology breakthroughs and clinical applications [4] - This initiative is expected to invigorate the emerging industry landscape in Sichuan, creating new opportunities for future industrial development [4] Group 5: Cell Therapy - A team at Huazhong University of Science and Technology has successfully treated multiple myeloma using an in-body CAR-T therapy, which simplifies the process and reduces costs compared to traditional methods [5] - The global cell therapy market is projected to reach hundreds of billions of dollars as various cell treatment technologies gain traction [5] Group 6: Data Elements - The National Data Bureau has introduced measures to enhance the efficiency of data circulation and transactions, including a standardized contract template [6] - The data circulation market is expected to grow significantly, with projections of reaching 200 billion yuan by 2025 and 700 billion yuan by 2030 [6] Group 7: Cross-Border Payments - The People's Bank of China has released a draft for the rules governing the Cross-Border Interbank Payment System (CIPS), aiming to streamline operations and enhance efficiency [7] - CIPS is crucial for the internationalization of the renminbi, with significant growth in cross-border payment volumes anticipated [7] Group 8: Solid-State Batteries - Chery is accelerating its development of solid-state batteries, with plans to expand its research team and focus on various materials [8] - Solid-state batteries are expected to see widespread application by 2030, driven by their high energy density and safety advantages [8]

Group 1: Market Overview - A-share major indices showed mixed performance on July 4, with the Shanghai Composite Index closing at 3472.32 points, up 0.32%, while the Shenzhen Component Index fell 0.25% to 10508.76 points [2] - The total trading volume in the Shanghai and Shenzhen markets reached 142.86 billion yuan, an increase of approximately 120 billion yuan compared to the previous trading day [2] Group 2: Power Sector Performance - The power sector saw significant gains, with multiple stocks hitting the daily limit up, driven by positive earnings forecasts from several power companies [2] - Huayin Power announced an expected net profit of 180 million to 220 million yuan for the first half of 2025, an increase of 175 million to 215 million yuan compared to the same period last year [2] Group 3: Investment Opportunities in Power Sector - China Galaxy Securities' mid-term strategy report for the power industry highlights investment opportunities in the second half of the year, focusing on improved profitability in thermal power due to declining coal prices, attractive dividend yields in hydropower, long-term growth in nuclear power, and clear revenue expectations in renewable energy [3] - Despite challenges such as declining electricity volume and prices, thermal power is expected to benefit from significant coal price reductions, providing room for profit improvement [3] Group 4: Solar Energy Sector Activity - The solar energy sector has been active, with stocks like Hopu Co. and Yamaton experiencing significant gains, driven by policies aimed at phasing out outdated production capacity [4] - Recent government meetings emphasized the need to address low-price competition in the solar industry and promote sustainable development [4] - The polysilicon market is showing signs of recovery, with prices slightly increasing due to stable production and easing supply-demand tensions [4] Group 5: Earnings Outlook and Sector Focus - Historical trends indicate that July and August in the A-share market will focus on semi-annual earnings reports, with structural opportunities expected to dominate [5] - Sectors with strong earnings certainty include wind power, gaming, and rare earths, while some renewable energy segments are seen as having reached reasonable valuation levels [5] - The macroeconomic outlook for July is stable, with expectations for trading to revolve around earnings reports [5] Group 6: Defensive Investment Strategies - Given uncertainties in the overseas market, high-dividend sectors such as telecommunications and electricity are recommended as risk-hedging investments [6] - If external conditions improve, sectors like non-bank financials may drive indices upward, warranting attention to insurance and brokerage firms [6]

Financial Performance - Whirlpool expects a net profit of approximately 205 million yuan for the first half of 2025, an increase of about 174 million yuan or approximately 559% year-on-year [2] - Chipmotion Technology anticipates a net profit between 138 million to 169 million yuan for the first half of 2025, representing a year-on-year growth of approximately 144.46% to 199.37% [2] Mergers and Acquisitions - China Shipbuilding's absorption merger with China Shipbuilding Industry Corporation has been approved by the Shanghai Stock Exchange, pending further regulatory approvals [3] - Guotou Zhonglu plans to acquire 100% of China Electronic Engineering Design Institute through a share issuance, which constitutes a major asset restructuring [4] Shareholder Actions - Aotewei's actual controllers plan to transfer 4.99% of the company's shares, totaling 15.75 million shares, due to personal funding needs [5] - Yaguang Technology's chairman has been placed under detention, but the company's operations remain normal [5] Industry Developments - Ningbo Port expects a 9.8% year-on-year increase in container throughput for the first half of 2025 [8] - Three Trees anticipates a net profit growth of 80.94% to 119.04% for the first half of 2025 [8] - Zhuhai Group expects a net profit increase of 50.97% to 75.23% for the first half of 2025 [8] Project Wins - Sanxing Medical's subsidiary has pre-qualified for a 306 million yuan project with Southern Power Grid [8] - Hopu Co., Ltd. has jointly won a 449 million yuan shared energy storage demonstration project [8] - Hongsheng Huayuan's subsidiary has pre-qualified for an 1.127 billion yuan project with Southern Power Grid [8]

Core Viewpoint - The company, Hopu Co., Ltd. (301024), announced that its wholly-owned subsidiary, Tianjin Jiahui Power Engineering Co., Ltd., has won a bid for the "Langyuan New Energy 200MW/400MWh Shared Energy Storage Demonstration Project (EPC)" in partnership with China State Construction Engineering Corporation's Eighth Bureau [1] Group 1 - The joint venture was confirmed as the winning bidder for the project on July 4, 2025 [1] - The bid amount for the project is 449 million yuan [1]

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: 证券代码：301024 证券简称：霍普股份 公告编号：2025-043 本项目为联合体中标，截至本公告披露之日，项目尚处于中标结果公示期， 公司能否取得《中标通知书》并最终签署正式合同，存在一定的不确定性。上 海霍普建筑设计事务所股份有限公司（以下简称"公司"）将根据实际进展情 况及时履行信息披露义务，敬请广大投资者注意投资风险。 公司全资子公司天津嘉晖电力工程有限公司作为牵头方与中建八局新型建 造工程有限公司组成的联合体于近日参与了"阆苑新能源 200MW/400MWh 共 享储能示范项目（EPC）"的投标。2025 年 7 月 4 日，中国招标投标公共服务 平台（http://www.cebpubservice.cn/）发布了《阆苑新能源 200MW/400MWh 共 享储能示范项目（EPC）中标结果公示》，确定联合体为项目的中标人。现将 有关内容公告如下： 一、中标信息 上海霍普建筑设计事务所股份有限公司 1、项目名称：阆苑新能源 200MW/400MWh 共享储能示范项目（EPC） 关于全资子 ...

New Stock Issuance - The new stock "同宇新材" (code: 301630) is listed at an issuance price of 84.00[1] - "信通电子" (code: 001388) has an issuance price of 16.42[1] Rights Issues and Announcements - "济川药业" (code: 600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - "中程退" (code: 300208) has 13 trading days remaining until the last trading day[1] - "退市锦港" (code: 600190) also has 13 trading days remaining until the last trading day[1] - "恒立退" (code: 000622) has 10 trading days remaining until the last trading day[1] Abnormal Fluctuations - "浙江东日" (code: 600113) reported severe abnormal fluctuations[1] - "汇金股份" (code: 300368) is noted for abnormal fluctuations[3]

一、股票交易异常波动的具体情况 证券代码：301024 证券简称：霍普股份 公告编号：2025-042 上海霍普建筑设计事务所股份有限公司 关于股票交易异常波动的公告 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。 三、是否存在应披露而未披露信息的说明 公司董事会确认，除上述情况外，公司目前没有任何根据《深圳证券交易 所创业板股票上市规则》规定应予以披露而未披露的事项或与该事项有关的筹 上海霍普建筑设计事务所股份有限公司（以下简称"公司"）股票于2025 年6月27日、6月30日连续两个交易日收盘价格涨幅偏离值累计超过30%，根据 深圳证券交易所相关规定，属于股票交易异常波动的情况。 二、公司关注并核实相关情况 针对公司股票交易异常波动的情况，公司对有关事项进行了核查，并问询 了公司控股股东、实际控制人，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能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； 3、目前公司经营情况正常，内外部经营环境未发生重大变化； 4、经核实，公司、控股股东和实际 ...

Market Overview - The market experienced a rebound with the ChiNext Index leading the gains. The military industry sector saw significant growth, with over 20 stocks including Changcheng Military and Hunan Tianyan hitting the daily limit. The stablecoin concept also surged, with stocks like Hopu Co. and Xiexin Energy reaching their limits. Brain-computer interface stocks rose, with Xiangyu Medical and Innovation Medical hitting the limit. Overall, more than 4,000 stocks in Shanghai and Shenzhen markets were in the green, with a total transaction volume of 1.51 trillion [1]. Hot Topics Military Industry - The military sector continued its upward trend, with stocks like Changcheng Military, Feiyada, and Zhongguang Defense hitting consecutive limits. Hunan Tianyan and Beifang Navigation also saw significant rebounds [4]. RWA (Real World Assets) - The RWA sector experienced substantial gains, with stocks like Hopu Co. and Hangzhou Garden hitting their limits. The market is witnessing a rapid growth of RWA ecosystem participants, including issuers, custodial banks, and investors, which may present investment opportunities in asset operation, banking IT, and cross-border payments [6][8]. Brain Science - The brain science sector saw significant increases, with stocks like Rongtai Health and Innovation Medical hitting their limits. Recent developments from Neuralink, including clinical trials for brain-computer interfaces, have generated excitement in the market. The brain-computer interface market in China is projected to reach 3.2 billion by 2024 and exceed 5.5 billion by 2027, with global applications expected to reach between 40 billion to 145 billion by 2030-2040 [9][10][11].