New Stock Issuance - Huadian New Energy (证券代码: 730930) issued shares at a price of 3.18 on July 7, 2025[1] - Jichuan Pharmaceutical (证券代码: 600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (证券代码: 603389) has a tender offer period from June 10 to July 9, 2025[1] Trading Alerts - The last trading day for TSM Jinguang (证券代码: 600190) is in 9 trading days[1] - The last trading day for TSM Jinyou (证券代码: 600462) is in 5 trading days[1] - The last trading day for TSM Gongzhi (证券代码: 000584) is in 3 trading days[1] Abnormal Fluctuations - Northern Long (证券代码: 301357) is experiencing severe abnormal fluctuations[1] - ST Dongjing (证券代码: 002199) reported abnormal fluctuations[3] - ST Yunchuang (证券代码: 835305) reported abnormal fluctuations on July 4, 2025[3]

New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]

Group 1 - The A-share aerospace and military industry sector has experienced a pullback, with Inner Mongolia First Machinery Group hitting the daily limit down [1] - Hengyu Xintong and Beifang Changlong both fell over 8% [1] - Construction Industry saw a decline of over 7% [1]

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]

Core Viewpoint - Northern Long Dragon (301357.SZ) announced that there have been no significant changes in its operational situation and external business environment, aside from ongoing asset acquisition plans [1] Group 1 - The company is currently planning a share issuance to acquire assets and is implementing a cash acquisition of a 30% stake in a target company, along with capital increase [1] - During the period of significant stock price fluctuations, there were no transactions involving the controlling shareholder or actual controller of the company [1] - The company confirmed that there are no undisclosed matters or major risk issues that could have led to the severe fluctuations in stock trading [1]

证券代码：301357 证券简称：北方长龙 公告编号：2025-056 北方长龙新材料技术股份有限公司 股票交易严重异常波动公告 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。 重要提示： 1、北方长龙新材料技术股份有限公司（以下简称"公司"）（证券代码： 301357，证券简称：北方长龙）股票交易价格连续 9 个交易日（2025 年 6 月 18 日至 2025 年 6 月 30 日）收盘价格涨幅偏离值累计超过 100%，属于股票交易严 重异常波动情形。 2、公司最近一年及一期经营业绩情况：2024年度，公司实现营业收入 10,773.91万元，较上年同期下降20.13%；实现归属于上市公司股东的净利润- 1,089.00万元，较上年同期下降194.36%。2025年第一季度，公司实现营业收入 2,056.90万元，较上年同期下降16.86%；实现归属于上市公司股东的净利润- 507.04万元，较上年同期下降244.16%。具体情况详见公司于2025年4月29日在指 定信息披露媒体披露的《2024年年度报告》（公告编号：2025-013）、《2025年 第一 ...

Market Overview - The three major A-share indices collectively rose, with over 4,000 stocks in the market increasing. The Shanghai Composite Index rose by 0.59%, the Shenzhen Component Index by 0.83%, and the ChiNext Index by 1.35% [1] - The defense and military industry led the market, with stocks such as Hengyu Xintong, Chenxi Aviation, and Guorui Technology hitting the daily limit [1] Sector Performance - The media sector remained active, with stocks like Kaiying Network, Jibite, and Giant Network reaching the daily limit [2] - The telecommunications sector saw a late surge, with Zhongguang Fang雷 hitting the daily limit, along with Dongxin Heping, Zhongci Electronics, and Rihai Intelligent also reaching the daily limit [3] - Conversely, the large financial sector weakened, with non-bank financials experiencing significant declines, including Guosheng Jinkong down by 6% and Nanhua Futures and Ruida Futures dropping over 3% [3] Institutional Activity - Institutional participation remained consistent with the previous week, with a net buying and selling amount exceeding 10 million yuan for 25 stocks, including 17 net buys and 8 net sells. Notable net buys included Chengfei Integration at 249 million yuan, Xiongdi Technology at 137 million yuan, and Chenxi Aviation at 115 million yuan [4]

Market Overview - As of June 30, the Shanghai Composite Index closed at 3444.43 points, up by 20.20 points, representing a 0.59% increase [1] - The Shenzhen Component Index closed at 10465.12 points, up by 86.57 points, with a 0.83% increase [1] - The ChiNext Index closed at 2153.01 points, up by 28.67 points, reflecting a 1.35% increase [1] High Turnover Stocks - A total of 126 A-shares had a turnover rate exceeding 20% on June 30, indicating significant trading activity [1] - Notable stocks with high turnover rates include: - Beifang Changlong (301357) with a turnover rate of 69.24% and a closing price of 95.46 yuan, up by 18.58% [1] - Wanlima (300591) with a turnover rate of 59.32% and a closing price of 11.25 yuan, up by 0.18% [1] - Xinhenghui (301678) with a turnover rate of 58.14% and a closing price of 59.20 yuan, up by 10.51% [1] - Zhongke Magnetic (301141) with a turnover rate of 51.79% and a closing price of 63.80 yuan, up by 8.41% [1] - Yuyin Co., Ltd. (002177) with a turnover rate of 50.46% and a closing price of 8.06 yuan, up by 7.04% [1] Additional High Turnover Stocks - Other stocks with notable turnover rates include: - Hengbao Co., Ltd. (002104) at 49.49% turnover, closing at 19.91 yuan, up by 3.97% [1] - Annie Co., Ltd. (002235) at 46.53% turnover, closing at 10.60 yuan, up by 6.00% [1] - Huazhi Jie (603400) at 44.05% turnover, closing at 57.38 yuan, down by 0.80% [1] - Weiteou (301319) at 43.42% turnover, closing at 36.00 yuan, up by 14.65% [1] - Xiongdi Technology (300546) at 43.38% turnover, closing at 35.86 yuan, up by 10.17% [1]

Market Overview - On the last trading day of June, A-shares rose across the board, with the ChiNext Index and the STAR 50 Index both increasing by over 1% [1] - For the month, the Shanghai Composite Index rose by 2.9%, while the Shenzhen Component Index and the ChiNext Index increased by 4.23% and 8%, respectively [1] - The Hong Kong stock market showed weakness, with the Hang Seng Index dropping nearly 1% [1] A-share Performance - The Shanghai Composite Index closed at 3444.43 points, up 0.59%, while the Shenzhen Component Index closed at 10465.12 points, up 0.83% [1] - The ChiNext Index rose by 1.35% to 2153.01 points, and the STAR 50 Index increased by 1.54% [1] - The total trading volume in the Shanghai and Shenzhen markets was 151.75 billion yuan, a decrease of 58.4 billion yuan from the previous day [1] Sector Highlights Military Industry - The military sector continued to show strength, with stocks like Zhongguang Fang雷 achieving three consecutive trading limits, and Beifang Changlong and Changcheng Military Industry reaching new historical highs [4][6] - The military industry is gaining attention due to geopolitical changes, which are expected to enhance overall valuations and performance in the second quarter [6] - Institutions predict that military trade could become a second growth driver, benefiting from demand amplification effects [6] Lithography Machine Concept - The lithography machine concept saw a strong surge, with stocks like Blue Eagle Equipment and Guangxin Materials hitting their daily limits [8] - The importance of lithography machines in semiconductor manufacturing is highlighted, as they account for about one-third of manufacturing costs and 40%-50% of the time spent [10] - The market for high-end EUV and DUV lithography machines is expanding, with significant potential for domestic breakthroughs [11] Brain-Computer Interface (BCI) - The BCI concept gained traction, with stocks like Xiangyu Medical and Aipeng Medical seeing significant increases [13] - Neuralink's recent advancements in BCI technology have drawn attention, with successful trials on patients allowing them to control computers using their thoughts [15] - The BCI market is expected to grow significantly, with projections indicating a potential increase of around $10 billion globally over the next decade [15]

Core Viewpoint - The Shanghai Composite Index rose by 1.91% this week, with 121 stocks experiencing a turnover rate exceeding 100% [1] Group 1: Stock Performance - A total of 121 stocks had a turnover rate over 100%, while 334 stocks had a turnover rate between 50% and 100%, and 2320 stocks had a turnover rate between 10% and 50% [1] - The average increase for stocks with a turnover rate over 100% was 10.15%, with 90 stocks rising and 31 stocks falling [2] - The top-performing stocks included Wanlima, Tianli Technology, and Taihe Technology, with increases of 91.97%, 58.40%, and 48.09% respectively [2] Group 2: Notable Stocks - Huazhi Jie had the highest turnover rate at 357.44%, with a price increase of 7.37% and a net outflow of 3.63 million yuan in main funds [1] - Beifang Changlong followed with a turnover rate of 345.22% and a price increase of 34.17%, with a net inflow of 6.73 million yuan in main funds [1] - Xinhenghui ranked third with a turnover rate of 326.41% and a price increase of 27.18%, with a net inflow of 548,090 yuan in main funds [2] Group 3: Industry Insights - The computer industry had the highest number of stocks with a turnover rate over 100%, totaling 21 stocks, followed by the power equipment and electronics industries with 14 and 13 stocks respectively [1] - Among the stocks with over 100% turnover, five had released half-year performance forecasts, with Guoxin Technology expecting a net profit of 95 million yuan, representing an 88.58% year-on-year increase [2]