雅下水电概念股持续下挫调整，中设股份（002883）触及跌停，铁建重工、深水规院（301038）跌超 10%，华新水泥（600801）跌超8%，壶化股份（003002）、中国能建（601868）跌幅居前。 ...

雅下水电概念股多数低开，深水规院（301038）跌超10%，基康技术、中设股份（002883）、铁建重 工、设研院（300732）跌超5%。 ...

Group 1: Market Overview - Google's earnings report indicates strong demand for AI, contributing to a rise in tech stocks, while initial jobless claims in the U.S. have decreased for six consecutive weeks, leading to new highs for the Nasdaq and S&P 500 indices [1] - The S&P 500 closed up 0.07%, while the Dow Jones fell by 0.70%, and the Nasdaq rose by 0.18% [1] Group 2: Company Performance - Google opened high but closed up by 1%, while Tesla's stock dropped over 8% due to a pessimistic outlook [2] - Nvidia reached a new closing high, whereas Intel's stock fell approximately 3% after its earnings report [2] Group 3: Economic Indicators - U.S. jobless claims data has reduced expectations for Federal Reserve interest rate cuts, with the 2-year yield rising by 5 basis points [4] - The dollar increased by 0.3%, while gold prices fell by 0.55% [4] Group 4: Domestic Events - China's State Council will focus on optimizing state-owned asset investments and resisting "involution" competition [8] - The People's Bank of China and the Ministry of Agriculture and Rural Affairs issued guidelines to enhance financial services for rural reforms [7] Group 5: Industry Insights - The upcoming 2025 World Artificial Intelligence Conference will gather over 800 companies, with significant product launches expected, including over 50 AI terminals and 40 large models [18] - The Chinese IP toy market is projected to grow from 75.6 billion yuan in 2024 to 167.5 billion yuan by 2029, with a compound annual growth rate of 17% [19] Group 6: New Stock Offerings - HanSang Technology is set to launch an IPO on the ChiNext board at a price of 28.91 yuan per share, focusing on the high-end audio sector [22] Group 7: Corporate Announcements - Angel Yeast plans to acquire a 55% stake in Shengtong Sugar Industry for 506 million yuan, aiming to enhance its sugar segment and downstream business [23] - High Energy Environment intends to repurchase shares worth 100 million to 150 million yuan, reporting a net profit of 502 million yuan for the first half of the year, a year-on-year increase of 20.85% [23]

Group 1 - The State Council's General Office announced that Premier Li Qiang will attend the opening ceremony of the 2025 World Artificial Intelligence Conference in Shanghai on July 26 [1] - The State-owned Assets Supervision and Administration Commission held a seminar from July 23 to 24, emphasizing the need to optimize the allocation of state-owned assets and resist "involution" competition [1] - The National Development and Reform Commission and the State Administration for Market Regulation are soliciting opinions on the draft amendment to the Price Law, aiming to improve standards for identifying low-price dumping and regulate market pricing order [1] Group 2 - As of June 30, 2025, the total scale of public funds in China reached 34.39 trillion yuan, marking a historical high since early 2024, while money market funds saw a decline of over 160 billion yuan [2] - The second batch of 12 floating fee funds has been approved and will be launched successively [2] - The U.S. has imposed counter-tariffs totaling 93 billion euros on American products, which will take effect on August 7 if no trade agreement is reached with the U.S. [2] Group 3 - Yuanli Co. announced plans to acquire 100% equity of Tongsheng Co., and its stock has resumed trading [3] - Hengtong Optic-Electric won a marine energy project worth 1.509 billion yuan [3] - China Gold Group's Inner Mongolia Mining Co. has suspended production, and the company will promote follow-up work [3] Group 4 - Intel reported second-quarter revenue of $12.86 billion, a year-on-year increase of 0.2%, with a net loss of $2.92 billion compared to a loss of $1.61 billion in the same period last year [4] - OpenAI plans to release its flagship model GPT-5 as early as early August, along with mini and nano versions [4] - The European Central Bank maintained its main refinancing rate at 2.15%, the deposit facility rate at 2%, and the marginal lending rate at 2.4%, all in line with market expectations [4]

Group 1 - The market is experiencing frequent hotspots but lacks sufficient trading volume, leading to a cautiously optimistic outlook [20] - The S&P 500 and Nasdaq indices reached new historical closing highs [3] - The Dow Jones Industrial Average fell by 0.7%, while the Nasdaq rose by 0.18% and the S&P 500 increased by 0.07% [4] Group 2 - The Nasdaq China Golden Dragon Index declined by 1.54%, with mixed performances among popular Chinese concept stocks [5] - The U.S. Department of Labor reported that initial jobless claims fell to 217,000, a decrease of 4,000 from the previous value and below market expectations [6] Group 3 - The People's Bank of China plans to conduct a 400 billion MLF operation to maintain liquidity in the banking system [7] - The National Development and Reform Commission is soliciting opinions on the draft amendment to the Price Law, aiming to clarify standards for unfair pricing behaviors [7] Group 4 - The Ministry of Agriculture and Rural Affairs is supporting Hainan in advancing agricultural technology innovation and high-quality development of tropical agriculture [9] - The State-owned Assets Supervision and Administration Commission is focusing on high-quality completion of state-owned enterprise reforms and optimizing the allocation of state capital [10] Group 5 - The European Central Bank maintained its key refinancing rate at 2.15%, aligning with market expectations [11] - The EU member states voted to impose counter-tariffs on U.S. products totaling €93 billion [11]

Group 1 - The company's stock experienced a significant price fluctuation, with a cumulative price deviation exceeding 30% over two consecutive trading days on July 23 and 24, 2025, indicating abnormal trading activity [1][2] - The stock's price deviation exceeded 100% over four consecutive trading days from July 21 to July 24, 2025, categorizing it as severe abnormal trading activity [2] - The company's current price-to-earnings (P/E) ratio stands at 170.26, which is substantially higher than the industry average P/E ratio of 36.95 for the "Professional Technical Services" sector [1][2] Group 2 - The company provides professional technical services including surveying design, planning consultation, and project management, holding various qualifications in the hydropower sector [2] - The company is closely monitoring the Yaxia Hydropower Station project but has not participated in its construction [2] - The board confirmed that there are no undisclosed significant matters or risks that could impact the company's stock price [2]

Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding operational changes, financial performance, and potential risks. Group 1: Company Announcements - Zhongjin Gold announced the suspension of operations at its Inner Mongolia mining subsidiary following a tragic incident where six students drowned during a site visit [3] - China Power Construction is involved in the Yarlung Tsangpo River downstream hydropower project, but the long construction cycle introduces uncertainty regarding its future financial impact [4][5] - Su Bote's stock has seen a significant increase, with its rolling P/E ratio at 55.52, well above the industry average of 19.61, prompting a warning about trading risks [6] - Agricultural Bank of China successfully issued a total of 600 billion yuan in secondary capital bonds, with two different maturities and interest rates [7] - Nanjing Xinbai's major assets are under judicial freeze due to liquidity issues faced by its controlling shareholder [8] - Time Space Technology's stock is suspended as the controlling shareholder plans a change in control [9] - Pioneer New Materials and its former controlling shareholder are under investigation by the China Securities Regulatory Commission for information disclosure violations [10] - *ST Wanfang faces risks of change in control as its major shareholder's stock is subject to auction [11] - ST Xia Chuang plans to publicly transfer 20% of its stake in a subsidiary to optimize its asset structure [12] - Saiwei Microelectronics is planning to transfer up to 18% of its shares through an agreement, without affecting control [13] - Hailun Piano's controlling shareholder is set to change, with a new entity becoming the largest shareholder [14] - Yuanli Co. intends to acquire 100% of Tongsheng Co. to enhance its strategic business layout in silica [15][16] - Zhongtung High-tech is focusing on opportunities in the Yarlung hydropower market [17] - Shen Shui Planning Institute is monitoring developments in the Yarlung hydropower project but is not currently involved [18] - *ST Baoying plans to transfer 50.1% of its stake in a subsidiary to optimize resource allocation [19] Group 2: Financial Performance - Zhimingda reported a net profit of 38.298 million yuan for the first half of 2025, a year-on-year increase of 2147.93% [20] - Leshan Electric Power's net profit for the first half of 2025 was 7.9031 million yuan, down 14.55% year-on-year, attributed to new pricing policies and increased costs [21][22] - Sainuo Medical expects a net profit of 13.84 million yuan for the first half of 2025, a 296.54% increase year-on-year, driven by strong sales of its coronary stent products [23] - China Haisong reported a net profit of 152 million yuan for the first half of 2025, up 8.52% year-on-year [24] Group 3: Shareholding Changes - Beitaini's shareholder plans to reduce its stake by up to 2% [25] - Yaoji Technology's controlling shareholder intends to reduce their stake by up to 3% [26] - Adit's major shareholder plans to reduce their stake by up to 3% [27] - Zhonghuan Environmental Protection's specific shareholder did not execute its planned share reduction [31] - Zhangyue Technology's major shareholder plans to reduce their stake by up to 3% [37] Group 4: Buybacks and Financing - Gaon Environment plans to repurchase shares worth between 100 million and 150 million yuan [38] - Quanzhu Co. intends to raise no more than 180 million yuan through a private placement for AI-related projects [39]

Group 1 - The company's stock experienced a significant price fluctuation, with a cumulative deviation of over 100% in closing prices from July 21 to July 24, 2025, indicating severe abnormal trading conditions [1] - There is heightened market attention on the Yarlung Tsangpo River downstream hydropower project, which may impact the company's operations [1] - The company specializes in providing surveying design, planning consulting, and project operation management services for water engineering, holding various qualifications in the water conservancy and hydropower sectors [1] Group 2 - The company has not participated in the construction of the Yarlung Tsangpo hydropower station but is closely monitoring related business information [1]

证券代码：301038 证券简称：深水规院 公告编号：2025-021 公司股票于2025年7月23日、7月24日连续两个交易日收盘价格涨幅偏离值累计 超过30%，根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动 的情形。 深圳市水务规划设计院股份有限公司 关于股票交易异常波动及严重异常波动公告 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、深圳市水务规划设计院股份有限公司（以下简称"公司"）股票（证券简 称：深水规院，证券代码：301038）于2025年7月23日、7月24日连续两个交易日收 盘价格涨幅偏离值累计超过30%，根据《深圳证券交易所交易规则》的有关规定， 属于股票交易异常波动的情形； 2、公司股票于2025年7月21日至7月24日连续四个交易日收盘价格涨幅偏离值 累计超过100%，根据《深圳证券交易所交易规则》的有关规定，属于股票交易严 重异常波动的情形； 3、截至2025年7月23日，根据中证指数有限公司最新数据显示，公司最新滚动 市盈率为170.26倍，公司所属中上协行业分类"专业技术服务业（M74）"最新滚 ...

20CM四连扳深水规院：西藏分公司暂未参与雅下水电工程规划设计 智通财经7月24日电，深水规院在互动平台表示，公司西藏分公司暂未参与雅下水电工程的规划设计。 ...