Core Viewpoint - The company, Beifang Changlong, announced the termination of its plan to acquire a 51% stake in Henan Zhongsheng Composite Materials Co., Ltd., leading to a significant drop in its stock price by 11.19% to 80.00 yuan [1][2]. Group 1: Acquisition Details - The company intended to acquire the stake for a total cash consideration of 101.9786 million yuan, with 42 million yuan for equity transfer and 59.9786 million yuan for capital increase [3][4]. - The overall valuation of the target company was set at 140 million yuan, with the final transaction price to be determined by a qualified assessment agency [3][4]. Group 2: Reasons for Termination - The termination was due to changes in market conditions and the target company's operational status, which did not meet the company's requirements for financial internal control [2][3]. - The decision was made after thorough research and discussions with the transaction counterpart, ensuring no breach of obligations by the company or related parties [3]. Group 3: Financial Performance - In 2024, the company reported a revenue of 108 million yuan, a decrease of 20.13% year-on-year, with a net loss of 10.89 million yuan [4]. - For Q1 2025, the company achieved a revenue of 20.569 million yuan, down 16.86% year-on-year, and a net loss of 5.0704 million yuan [5].

Group 1 - Hualing Cable recently won multiple contracts totaling approximately 557 million yuan, accounting for 13.40% of its audited revenue for 2024 [1] - The projects include contracts from Southern Power Grid, China Institute of Atomic Energy, Zijin Mining, Tianjin Rail Transit, and China Nonferrous Metal International Mining [1] Group 2 - Weisi Medical's shareholder plans to reduce its stake by up to 3%, totaling no more than 2.8731 million shares, due to personal funding needs [2] - Han Yi Co. intends to invest 102 million yuan to acquire a 39% stake in Shanghai Pidong Cultural Media, aiming to expand its IP derivative business [2] Group 3 - Zhongsheng High-Tech's controlling shareholder will change to Fuzhou Qianjing after signing a share transfer agreement, with stock resuming trading [3] - Tianli Lithium Energy plans to invest 30% in a joint venture for advanced energy research, contributing 30 million yuan [5] Group 4 - Zhenbang Intelligent plans to invest up to 11 million USD to establish a production base in Indonesia [8] - Shenhuo Co. aims to set up a 1.512 billion yuan industry fund focusing on strategic emerging industries [9] Group 5 - Shenhuo Co. intends to acquire a 14.69% stake in Shenhuo New Materials for 298 million yuan through public bidding [11] - Kema Technology plans to acquire a 73% stake in Suzhou Kaixin Semiconductor for 102 million yuan to enhance its capabilities in silicon carbide materials [13] Group 6 - China Power Construction's subsidiary won two major engineering projects with total contract values of approximately 57.52 billion yuan and 54.39 billion yuan [14] - Huaxin Environmental plans to reduce its stake by up to 1.58% due to personal funding needs [15] Group 7 - Yuandong Bio's shareholders plan to collectively reduce their stake by up to 1.91% for personal funding needs [17] - Xiangming Intelligent's controlling shareholder plans to reduce its stake by up to 3% due to personal funding needs [18] Group 8 - Sand Technology's actual controller's associates plan to reduce their stake by up to 2% for personal funding needs [19] - Beifang Changlong decided to terminate the acquisition of 51% of Henan Zhongzheng due to changes in market conditions [20] Group 9 - ST Huicheng plans to publicly transfer 30% of its subsidiary Peak Intelligent for a starting price of 5.1 million yuan [22] - Yunji Group's major shareholder plans to reduce its stake by up to 3% for personal funding needs [23] Group 10 - Shunbo Alloy plans to raise up to 600 million yuan through a private placement to enhance its main business [24] - Berry Gene's major shareholder will face judicial enforcement on 1% of its shares due to a pledge default [25] Group 11 - Guanglian Aviation's controlling shareholder is under investigation, but the company's operations remain normal [26]

军工装备板块盘初下挫，广联航空（300900）、北方长龙（301357）跌超10%，长城军工（601606）跌 超7%，捷强装备（300875）、中船应急（300527）纷纷下挫。 ...

Core Viewpoint - Several companies have announced significant investments, acquisitions, and strategic partnerships, indicating a trend of expansion and diversification in various sectors, including technology, energy, and manufacturing [3][4][15][26]. Group 1: Investments and Acquisitions - Guizhou Moutai plans to establish a research institute with its controlling shareholder, contributing a total of 10 billion yuan in registered capital, with Moutai contributing 4.9 billion yuan for a 49% stake [3]. - GoerTek intends to acquire 100% of Hong Kong Mia and Changhong Limited for approximately 104 billion HKD (around 95 billion yuan), enhancing its capabilities in precision metal components [4][5]. - China Nuclear Power is set to invest 1 billion yuan in China Fusion Energy Company, aiming to strategically position itself in the nuclear fusion energy sector [15]. - Hunan YN plans to invest approximately 9.5 billion yuan in a lithium battery cathode material project in Malaysia, enhancing its market presence in Southeast Asia [16]. - Tianrun Industrial proposes to acquire 100% of Shandong Altai for 135 million yuan, focusing on automotive lightweight components [18]. - Kema Technology aims to purchase 73% of Suzhou Kaixin Semiconductor for 102 million yuan, expanding its product offerings in silicon carbide materials [24]. Group 2: Project Developments - Sichuan Chengyu is part of a consortium that has been pre-selected for the G5 Jingkun Expressway expansion project, with an estimated total investment of 285.48 billion yuan, where the company plans to contribute approximately 49.02 billion yuan [8]. - Zhejiang Fu Holdings' subsidiary is involved in the research and development of large-scale hydropower generator sets, with a focus on the Yarlung Tsangpo River downstream hydropower project [6]. Group 3: Financial Performance - Anfu Technology reported a net profit of 107 million yuan for the first half of 2025, marking a 14.38% increase year-on-year, driven by overseas alkaline battery business expansion [26]. - Jieput's net profit is expected to increase by 57.03% to 82.6% in the first half of 2025, benefiting from rising global laser demand [27]. - Microelectrophysiology anticipates a net profit increase of 76.34% to 105.73% for the same period, attributed to successful product launches in the cardiac electrophysiology field [29]. - Jiangling Motors reported a net profit of 733 million yuan for the first half of 2025, a decline of 18.17% year-on-year, despite a slight revenue increase [30].

Group 1 - The company held its 12th meeting of the second Supervisory Board on July 22, 2025, with all three supervisors present, confirming the legality and validity of the meeting procedures [1][2] - The Supervisory Board approved the proposal to terminate the issuance of shares and cash payment for asset acquisition and capital increase, which involved a cash payment of approximately RMB 101.98 million to acquire 51% equity in Henan Zhongsheng Composite Materials Co., Ltd. [1][2] - Following the completion of the transaction, the company would have a 60% stake in Henan Zhongsheng [1] Group 2 - The company decided to terminate the transaction due to changes in market conditions and the operational status of the target company, which did not meet the financial internal control standards required by the listed company [2] - The decision was made after friendly negotiations and thorough research, emphasizing the company's commitment to safeguarding the long-term interests of all shareholders [2] - The voting result for the termination was unanimous, with all three votes in favor and no opposition or abstentions [2]

证券代码：301357 证券简称：北方长龙 公告编号：2025-059 北方长龙新材料技术股份有限公司 （一）审议通过《关于终止发行股份及支付现金购买资产并增资事项的议 案》 根据公司战略规划需要，公司拟以人民币现金 10,197.86 万元（暂定价）通 过受让股权及增资方式共计取得河南众晟复合材料有限公司（以下简称"河南众 晟"或"标的公司"）51%股权，并通过发行股份向索近善购买其持有的河南众 晟 9.00%股权。上述交易完成后，公司将持有河南众晟 60%股权。 第二届监事会第十二次会议决议公告 本公司及监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、监事会召开情况 北方长龙新材料技术股份有限公司（以下简称"公司"）第二届监事会第十 二次会议于 2025 年 7 月 22 日以现场方式召开，会议通知于 2025 年 7 月 18 日通 过现场、电话、电子邮件方式发出。本次会议由监事会主席程慧敏女士召集并主 持，应出席监事 3 人，实际出席监事 3 人。本次会议的召集、召开、表决程序及 所形成的决议符合《中华人民共和国公司法》等有关法律、法规、规范性文件及 《公 ...

证券代码：301357 证券简称：北方长龙 公告编号：2025-058 北方长龙新材料技术股份有限公司 第二届董事会第十三次会议决议公告 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、董事会召开情况 北方长龙新材料技术股份有限公司（以下简称"公司"）第二届董事会第十 三次会议于 2025 年 7 月 22 日以现场与通讯相结合的方式召开，会议通知于 2025 年 7 月 18 日通过现场、电话、电子邮件方式发出。本次会议由董事长陈跃先生 召集，应出席董事 7 人，实际出席董事 7 人（其中以通讯表决方式出席会议的 人数 3 人，董事赵彤、吴韬、郭澳以通讯表决方式出席了会议）。本次会议由董 事长陈跃先生主持，全体监事及高级管理人员列席会议。本次会议的召集、召开、 表决程序及所形成的决议符合《中华人民共和国公司法》等有关法律、法规、规 范性文件及《公司章程》的规定，会议合法、有效。 二、董事会审议情况 （一）审议通过《关于终止发行股份及支付现金购买资产并增资事项的议 案》 根据公司战略规划需要，公司拟以人民币现金 10,197.86 万元（暂定价）通 过受让 ...

证券代码：301357 证券简称：北方长龙 公告编号：2025-061 北方长龙新材料技术股份有限公司 关于召开终止发行股份及支付现金购买资产并增资事项 投资者说明会的公告 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。 北方长龙新材料技术股份有限公司（以下简称"公司"或"上市公司"）于 2025 年 7 月 22 日分别召开第二届董事会第十三次会议和第二届监事会第十二次 会议，审议通过了《关于终止发行股份及支付现金购买资产并增资事项的议案》， 同意公司终止本次发行股份及支付现金购买资产并增资事项。具体内容详见公司 同日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于终止发行股份及支 付现金购买资产并增资事项的公告》（公告编号：2025-060）。 为加强与投资者的沟通和交流，根据深圳证券交易所的相关规定，公司决定 于 2025 年 7 月 23 日（星期三）15:00-16:00 举办关于终止本次发行股份及支付 现金购买资产并增资事项投资者说明会（以下简称"说明会"），就终止本次交 易的相关情况与投资者进行互动交流和沟通。说明会具 ...

证券代码：301357 证券简称：北方长龙 公告编号：2025-060 北方长龙新材料技术股份有限公司 关于终止发行股份及支付现金购买资产并增资事项的公告 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。 北方长龙新材料技术股份有限公司（以下简称"公司"或"上市公司"）于 2025 年 7 月 22 日分别召开第二届董事会第十三次会议和第二届监事会第十二次 会议，审议通过了《关于终止发行股份及支付现金购买资产并增资事项的议案》， 同意公司终止本次发行股份及支付现金购买资产并增资事项。现将有关情况公告 如下： 2025 年 6 月 9 日，公司召开第二届董事会第十二次会议和第二届监事会第 十一次会议，分别审议通过了《关于<北方长龙新材料技术股份有限公司发行股 份购买资产预案>及其摘要的议案》《关于现金收购河南众晟复合材料有限公司 30%股权并对其增资的议案》等与本次交易相关的议案。根据深圳证券交易所的 相关规定，经公司申请，公司证券（证券品种：A 股股票，证券简称：北方长 龙，证券代码：301357）于 2025 年 6 月 10 日开市起复牌。具体内容详见公司于 ...

Market Performance - The ChiNext Index rose by 1.75%, closing at 2269.33 points, with a total trading volume of 443.12 billion yuan, an increase of 14.10 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 1048 stocks closed higher, with 14 stocks hitting the daily limit up, including ST Lifan, Mankun Technology, and Nanjing Julong [1] Trading Activity - The average turnover rate for the ChiNext today was 4.05%, with 39 stocks having a turnover rate exceeding 20% [1] - The stock with the highest turnover rate was Xinling Electric, which closed up 0.31% with a turnover rate of 52.50% and a trading volume of 564 million yuan [1] Sector Analysis - The electronics sector had the most stocks with a turnover rate exceeding 20%, totaling 8 stocks, followed by the power equipment and machinery sectors, each with 6 stocks [2] - Among the high turnover stocks, Mankun Technology saw a net institutional buy of 86.33 million yuan, while Nanjing Julong had a net buy of 59.29 million yuan [2] Fund Flow - In terms of fund flow, 20 high turnover stocks experienced net inflows, with Jinxianda, Mankun Technology, and Copper Crown Copper Foil leading with net inflows of 217 million yuan, 179 million yuan, and 106 million yuan respectively [3] - The stocks with the highest net outflows included Yangdian Technology, Degute, and ST Lifan, with net outflows of 224 million yuan, 189 million yuan, and 89.63 million yuan respectively [3] Earnings Forecast - Among the high turnover stocks, three companies released earnings forecasts for the first half of the year, with two expecting profit increases and one expecting a profit [3] - Xintian Technology is projected to have the highest net profit growth, with a median expected net profit of 10.75 million yuan, representing a year-on-year increase of 146.42% [3]