Market Overview - The Shanghai Composite Index is at 3597.22 points, above the five-day moving average, with a slight increase of 0.10% [1] - The total trading volume of A-shares today is 14,360.10 billion yuan [1] Stocks Performance - A total of 656 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Tongguan Copper Foil (15.08%) - Defu Technology (9.48%) - *ST Huike (9.43%) [1] - Stocks with smaller deviation rates that have just crossed the five-day moving average include: - Yao Yigou - Ningde Times - SAIC Group [1] Top Stocks by Deviation Rate - The following stocks have the highest deviation rates from the five-day moving average: - Tongguan Copper Foil: 20.00% increase, trading at 25.08 yuan [1] - Defu Technology: 11.96% increase, trading at 30.99 yuan [1] - *ST Huike: 12.10% increase, trading at 12.88 yuan [1] - Other notable stocks include: - Chaojie Shares: 12.51% increase, trading at 42.08 yuan [1] - Zhongxin Fluorine: 10.00% increase, trading at 20.68 yuan [1] [2]

PCB、CPO等算力硬件股午后持续走高，生益科技（600183）、胜宏科技（300476）、仕佳光子、景旺 电子（603228）、铜冠铜箔（301217）、芯碁微装、鼎泰高科（301377）、华工科技（000988）等多股 创历史新高。 ...

Group 1 - The National Taxation Administration will introduce tax reform and development during the "14th Five-Year Plan" period in a press conference [1] - The Ministry of Transport will hold a press conference to discuss the protection of legal rights for truck drivers [2] - The National Health Commission will promote the Sanming medical reform experience and deepen public hospital reform in a press conference [3] Group 2 - A total of 350.8 billion yuan worth of restricted shares will be unlocked today, with 21 companies involved and a total of 1.417 billion shares released [4] - Nine companies have over 10 million shares unlocked, with Copper Crown Copper Foil, Shanghai Electric, and Luguan Technology leading in unlock volume [4] - The unlocking value for Copper Crown Copper Foil, Luguan Technology, and Yidong Electronics is 125.4 billion yuan, 85.29 billion yuan, and 33.96 billion yuan respectively [4] - Eight companies have an unlocking ratio exceeding 10%, with Copper Crown Copper Foil, Jun Cheng Technology, and Yidong Electronics having the highest ratios of 72.38%, 71.28%, and 60.55% respectively [4] Group 3 - 170.7 billion yuan of 7-day reverse repos will mature today, with an operation rate of 1.40% [5]

Macro News - The National Bureau of Statistics reported that from January to June, the total profit of industrial enterprises above designated size reached 34,365 billion yuan, a year-on-year decrease of 1.8% [2] - In June, the profit of industrial enterprises above designated size fell by 4.3% year-on-year, although the decline was narrower compared to May, with rapid profit growth in new momentum industries like equipment manufacturing [2] - The Chinese government proposed the establishment of a World Artificial Intelligence Cooperation Organization, with initial considerations for its headquarters to be located in Shanghai [2] Industry and Company News - The Ministry of Agriculture and Rural Affairs and nine other departments jointly issued the "Implementation Plan for Promoting Agricultural Product Consumption," which includes nine measures to optimize supply, innovate circulation, and activate market potential [3] - The State Council's Food Safety Office emphasized increased daily supervision of infant food and disaster relief food to ensure public dietary safety [4] - Tesla showcased its smart electric vehicles and autonomous driving technology at the World Artificial Intelligence Conference, planning to further implement its smart assisted driving system in China by the end of 2025 [14] - Alibaba announced the technological progress of its self-developed AI glasses, "Quark AI Glasses," which integrate various functionalities and support multiple applications within the Alibaba ecosystem [16] - China Mobile's chairman stated the company's commitment to upgrading its "AI+" action plan to enhance technological and industrial innovation, aiming to contribute significantly to high-quality economic development [19] - Taiyuan Heavy Industry announced that it is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [20]

Core Points - The Shanghai Composite Index closed at 3599.44 points, above the five-day moving average, with an increase of 0.48% [1] - The total trading volume of A-shares reached 1,133.02 billion yuan [1] - A total of 978 A-shares have prices that surpassed the five-day moving average, indicating a positive market trend [1] Company Performance - Zhongying Electronics (300327) saw a significant increase of 16.53% with a deviation rate of 12.23% from the five-day moving average [1] - Tongguan Copper Foil (301217) experienced a rise of 20.02%, with a deviation rate of 10.94% [1] - Shennong Agriculture (300189) increased by 15.79%, with a deviation rate of 9.95% [1] - Other notable companies include Huijin Holdings (300368) with a 13.10% increase and a deviation rate of 8.61%, and Qidi Design (300500) with a 14.40% increase and a deviation rate of 8.20% [1] Trading Activity - The trading turnover rate for Zhongying Electronics was 11.79%, while Tongguan Copper Foil had a turnover rate of 26.15% [1] - Shennong Agriculture had a high turnover rate of 44.39%, indicating strong investor interest [1] - Other companies with notable turnover rates include Yantang Dairy (002732) at 6.79% and Hainan Rubber (601118) at 4.43% [1]

证券代码：301217 证券简称：铜冠铜箔 公告编号：2025-039 安徽铜冠铜箔集团股份有限公司 关于部分首次公开发行前已发行股份上市流通提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： "公司"或"发行人"）部分首次公开发行前已发行股份。本次解除股份限售的 股东人数为1名，解除限售股份的数量为600,000,000股，占总股本的比例为 年7月27日为非交易日，上市流通日顺延至2025年7月28日）。 一、首次公开发行股份及上市后股本变动概况 经中国证券监督管理委员会《关于同意安徽铜冠铜箔集团股份有限公司首次 公开发行股票注册的批复》（证监许可〔2021〕3834号）同意注册，公司首次公 开发行人民币普通股（A 股）股票20,725.3886万股，并于2022年1月27日在深圳 证券交易所创业板上市。本次发行后，公司总股本增至829,015,544股，其中有 限售条件流通股638,616,040股，占公司发行后总股本的比例为77.03%，无限售 条件流通股190,399,504股，占公司发行后总股本的比例为22.97%。 潮资讯网（w ...

证券代码：301217 证券简称：铜冠铜箔 公告编号：2025-039 安徽铜冠铜箔集团股份有限公司 关于部分首次公开发行前已发行股份上市流通提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次上市流通的限售股份为安徽铜冠铜箔集团股份有限公司（以下简称 "公司"或"发行人"）部分首次公开发行前已发行股份。本次解除股份限售的 股东人数为1名，解除限售股份的数量为600,000,000股，占总股本的比例为 72.375%。 2、本次解除限售股份的上市流通日期为2025年7月28日（星期一）（因2025 年7月27日为非交易日，上市流通日顺延至2025年7月28日）。 一、首次公开发行股份及上市后股本变动概况 1、首次公开发行股份情况 经中国证券监督管理委员会《关于同意安徽铜冠铜箔集团股份有限公司首次 公开发行股票注册的批复》（证监许可〔2021〕3834号）同意注册，公司首次公 开发行人民币普通股（A 股）股票20,725.3886万股，并于2022年1月27日在深圳 证券交易所创业板上市。本次发行后，公司总股本增至829,015,54 ...

国泰海通证券股份有限公司 关于安徽铜冠铜箔集团股份有限公司 部分首次公开发行前已发行股份上市流通的核查意见 国泰海通证券股份有限公司（以下简称"保荐人"）作为安徽铜冠铜箔集团 股份有限公司（以下简称"铜冠铜箔"或"公司"）首次公开发行股票并在创业 板上市的保荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交易所上 市公司自律监管指引第 13 号——保荐业务》《深圳证券交易所创业板股票上市 规则》及《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规 范运作》等有关规定，对铜冠铜箔部分首次公开发行前已发行股份上市流通事项 进行了核查，核查情况及核查意见如下： 一、首次公开发行股份及上市后股本变动概况 1、首次公开发行股份情况 本次解除限售的股份为公司部分首次公开发行前已发行的股份，共计 600,000,000股，占公司总股本的比例为72.375%。该等股份的限售期原为自公司 首次公开发行并上市之日起36个月，因触发延长股份锁定期的承诺履行条件，锁 定期限相应自动延长6个月，限售期变更为公司首次公开发行股票并上市之日的 42个月，具体内容详见公司于2022年4月13日在巨潮资讯网（www.cni ...

Industry Overview - The high-frequency copper clad laminate (HFCCL) industry in China is experiencing rapid growth, driven by increasing demand in sectors such as 5G base station construction, autonomous driving millimeter-wave radar, and satellite navigation [1][13] - The market size of the HFCCL industry is projected to grow from 950 million yuan in 2017 to 4.334 billion yuan in 2024, with a compound annual growth rate (CAGR) of 24.21% [1][13] - HFCCL is essential for 5G communication due to its low dielectric constant and low dielectric loss, making it a key material for base station antennas and RF modules [1][11] Industry Chain - The upstream of the HFCCL industry includes raw materials such as copper foil, resin, fiberglass cloth, and silica powder, with copper foil being critical for signal transmission efficiency [7][9] - The midstream involves the manufacturing of HFCCL, while the downstream applications span across 5G communication, wireless networks, and automotive radar [7] Key Companies - Leading companies in the HFCCL industry include Shengyi Technology, Zhongying Technology, and Huazheng New Materials, which leverage their technological expertise and manufacturing scale to drive industry development [16] - Other notable companies include Nanya New Materials, Jinan Guoji, and Baoding Technology, which focus on niche markets and product differentiation [16] Market Trends - The HFCCL industry is moving towards miniaturization, with demands for smaller sizes and thinner thicknesses driven by 5G millimeter-wave communication and consumer electronics [23] - There is a trend towards higher-layer structures, evolving to more than 16 layers to meet the complex interconnection needs of high-performance computing and AI chips [24] - Flexibility is becoming a key focus, with innovations in bendable materials to cater to the growing market for wearable devices and flexible displays [26] - The integration of smart technologies is also on the rise, with HFCCL incorporating passive components and sensors for enhanced functionality [27]

二、补助的类型及其对上市公司的影响 1、补助的类型 关于获得政府补助的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、获取政府补助的基本情况 安徽铜冠铜箔集团股份有限公司（以下简称"公司"）及全资子公司铜陵铜冠 电子铜箔有限公司、合肥铜冠电子铜箔有限公司于近期获得政府补助资金 446.09 万元、705.83 万元、668.50 万元、零星补助 13.12 万元。补助金额分别占公司最 近一个会计年度经审计的归属于上市公司股东的净利润绝对值的 2.85%、4.51%、 4.28%、0.08%。该项政府补助与公司日常经营活动相关，不具备可持续性。 证券代码：301217 证券简称：铜冠铜箔 公告编号：2025-038 安徽铜冠铜箔集团股份有限公司 根据《企业会计准则第 16 号—政府补助》的规定，与资产相关的政府补助， 是指企业取得的、用于购建或以其他方式形成长期资产的政府补助；与收益相关 的政府补助，是指除与资产相关的政府补助之外的政府补助。公司本次披露的政 府补助属于与收益相关的政府补助。 2、补助的确认和计量 3、补助对公司的影响 相关补助的收款凭 ...