（编辑 楚丽君） 证券日报网讯 8月4日晚间，山大电力发布公告称，公司将于2025年8月20日召开2025年度第二次临时股 东大会。本次股东大会将审议《山东山大电力技术股份有限公司关于使用部分闲置募集资金进行现金管 理的议案》。 ...

Group 1 - Weihai Guangtai reported a net profit of 83.32 million yuan for the first half of 2025, a year-on-year decrease of 22.41%, while total revenue reached 1.425 billion yuan, an increase of 10.91% [1] - Haowei Group expects a net profit increase of 39.43% to 49.67% for the first half of 2025, estimating a profit range of 1.906 billion to 2.046 billion yuan [1] - Tengda Construction won a bid for a project worth 118 million yuan, with a construction period of 500 calendar days [1] Group 2 - Shanda Power plans to use up to 520 million yuan of idle raised funds for cash management, investing in safe and liquid products with a term not exceeding 12 months [3] - Rundu Co., Ltd. received approval for the listing application of its chemical raw material drug, which is suitable for surgical treatment in adults and children over one month old [4] - Zhongyuan Qihua's subsidiary's clinical trial application for a drug aimed at treating pulmonary fibrosis has been accepted [4] Group 3 - Shanghai Xiba plans to establish a joint venture with Yuyuan Rare Earth, focusing on advanced materials for lithium-ion solid-state batteries, with a registered capital of 200 million yuan [6] - Aorite's senior management plans to reduce their holdings by up to 62,500 shares, accounting for 0.02% of the company's total equity [7] - Yipin Hong's subsidiary's clinical trial application for a new oral drug for endometriosis has been accepted [8] Group 4 - Haya Pharmaceutical plans to lease idle assets covering 22,671.39 square meters for a period of 10 years [9] - Southern Precision Engineering applied for a credit limit of 50 million yuan from a bank for operational purposes [11] - Jindawei's subsidiary established a joint venture with a registered capital of 5 million yuan, focusing on the sale of food additives and health products [12] Group 5 - Gaode Infrared signed a product order contract worth 307 million yuan, expected to account for 11.46% of the company's audited revenue for 2024 [13] - Xichang Electric will implement a low valley electricity price policy starting September 1, 2025, which is expected to reduce net profit by approximately 5.55 million yuan [14] - Huyou Pharmaceutical's first subject has been dosed in a Phase I clinical trial for a drug targeting advanced solid tumors [16] Group 6 - Chuanheng Co., Ltd. received a patent for a dust removal system in mining operations [17] - Spring Wind Power's application for issuing convertible bonds has been accepted by the Shanghai Stock Exchange [18] - Liuyao Group plans to repurchase shares worth between 100 million and 200 million yuan [19] Group 7 - Baiyun Electric has obtained a commitment letter for a stock repurchase loan of up to 18 million yuan [20] - Tonghe Pharmaceutical received a patent for a method of preparing an intermediate for a migraine treatment drug [21] - Tainkang's subsidiary's Phase II clinical trial for a drug for vitiligo has shown significant efficacy and safety [23] Group 8 - Yuhua Tian's secretary and deputy general manager resigned for personal reasons [24] - Heizhima's controlling shareholder is planning a change in control, leading to a temporary suspension of stock trading [25] - Keda Li's subsidiary completed a capital increase, raising its registered capital to 700 million yuan [26] Group 9 - Fangda Special Steel's shareholder plans to reduce holdings by up to 1% of the company's shares [28] - ST Pava's director is under investigation for alleged embezzlement, but the company's operations remain normal [29] - Jiachuan Video's controlling shareholder is planning a change in control, resulting in a temporary stock suspension [32] Group 10 - Danhua Technology will change its stock name to Jinmei Technology starting August 7, 2025, due to a relocation of its registered office [33] - Morning Wind Technology's shareholder plans to reduce holdings by up to 1% of the company's shares [34] - Leshan Electric will adjust residential gas prices starting September 1, 2025, which is expected to increase gross profit by approximately 2.7 million yuan [35] Group 11 - SAIC Motor reported a total vehicle sales of 337,500 units in July 2025, a year-on-year increase of 34.22%, with significant growth in new energy vehicle sales [36] - LIGONG Navigation's shareholders plan to reduce holdings by up to 3% of the company's shares [37] - United Imaging's employee stock ownership platform plans to reduce holdings by up to 1.62% of the company's shares [38] Group 12 - Beiqi Blue Valley's subsidiary reported a 6.38% decline in sales in July 2025 [39] - Watson Bio's clinical research application for an mRNA vaccine has been accepted [40]

每经头条（nbdtoutiao）——"我们也深陷残酷价格战"！德资巨头中国区高管警告：智驾绝不能免费， 否则会给全行业带来灾难 （记者 胡玲） 每经AI快讯，山大电力（SZ 301609，收盘价：48.42元）8月4日晚间发布公告称，公司第三届第十五次 董事会会议于2025年8月1日在公司会议室召开。会议审议了《山东山大电力技术股份有限公司关于召开 2025年度第二次临时股东大会的议案》等文件。 截至发稿，山大电力市值为79亿元。 ...

Core Viewpoint - The company has approved a proposal to utilize idle raised funds for cash management, ensuring it does not affect ongoing projects or normal operations [1] Group 1 - The company plans to use up to RMB 520 million (including the principal) of idle raised funds for cash management [1] - The cash management usage period is valid for 12 months from the date of approval by the shareholders' meeting [1] - The funds can be used in a rolling manner within the approved limit and decision validity period [1]

证券代码：301609 证券简称：山大电力 公告编号：2025-004 山东山大电力技术股份有限公司 关于使用部分闲置募集资金进行现金管理的公告 1 如下： 单位：万元 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。 山东山大电力技术股份有限公司（以下简称"公司"）于 2025 年 8 月 1 日召 开了第三届董事会第十五次会议及第三届监事会第十四次会议，审议通过了《山 东山大电力技术股份有限公司关于使用部分闲置募集资金进行现金管理的议案》， 同意在确保不影响募集资金投资项目建设和公司正常生产经营的情况下，拟使用 不超过人民币 5.2 亿元（含本数）的闲置募集资金（含超募资金）进行现金管理， 使用期限自公司股东大会审议通过之日起 12 个月内有效。在前述额度及决议有 效期内，资金可循环滚动使用。本事项尚需提交公司股东大会审议，保荐机构出 具了核查意见。现将相关事项公告如下： 一、募集资金基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意山东山大 电力技术股份有限公司首次公开发行股票注册的批复》（证监许可〔2025〕1082 号）同意注册，公 ...

山东山大电力技术股份有限公司（以下简称"公司"）第三届监事会第十四 次会议于 2025 年 8 月 1 日以现场方式在公司会议室召开。会议通知已于 2025 年 7 月 26 日以微信、电话、电子邮件、专人送达的方式送达各位监事。本次会议 应出席监事 3 名，实际出席监事 3 名。本次会议由监事会主席王中先生召集并主 持。本次会议的召集、召开及表决程序符合《中华人民共和国公司法》等法律、 行政法规、规范性文件和《公司章程》的有关规定，会议合法有效。 与会监事审议通过了以下议案： 二、监事会会议审议情况 证券代码：301609 证券简称：山大电力 公告编号：2025-003 山东山大电力技术股份有限公司 第三届监事会第十四次会议决议公告 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、监事会会议召开情况 本议案尚需提交公司股东大会审议。 三、备查文件 1. 第三届监事会第十四次会议决议 2. 兴业证券股份有限公司关于山东山大电力技术股份有限公司使用部分闲 置募集资金进行现金管理的核查意见 特此公告。 山东山大电力技术股份有限公司 监事会 2025年8月4日 ...

一、董事会会议召开情况 山东山大电力技术股份有限公司（以下简称"公司"）第三届董事会第十五 次会议于 2025 年 8 月 1 日以现场方式在公司会议室召开。会议通知已于 2025 年 7 月 26 日以微信、电话、电子邮件、专人送达的方式送达各位董事。本次会议 应出席董事 9 名，实际出席董事 9 名。本次会议由董事长张波先生召集并主持。 公司监事列席了本次董事会。会议的召集、召开及表决程序符合《中华人民共和 国公司法》等法律、行政法规、规范性文件和《公司章程》的有关规定，会议合 法有效。 本次会议审议通过了以下议案： 证券代码：301609 证券简称：山大电力 公告编号：2025-002 山东山大电力技术股份有限公司 第三届董事会第十五次会议决议公告 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。 公司董事会同意于 2025 年 8 月 20 日（星期三）采用现场结合网络投票的方 式召开 2025 年度第二次临时股东大会。 具体内容详见同日刊载于巨潮资讯网(www.cninfo.com.cn)的《关于召开 2025 年度第二次临时股东大会的通知》。 表决结 ...

一、募集资金基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意山东山 大电力技术股份有限公司首次公开发行股票注册的批复》（证监许可〔2025〕 1082 号）同意注册，公司首次公开发行人民币普通股（A 股）股票 4,072.00 万 股，每股发行价人民币 14.66 元，募集资金总额为人民币 59,695.52 万元，扣除 各类发行费用 6,850.53 万元（不含增值税）后，募集资金净额为人民币 52,844.99 万元。容诚会计师事务所（特殊普通合伙）已对本次发行募集资金到 位情况进行了审验，并于 2025 年 7 月 18 日出具了《验资报告》（容诚验字 [2025]230Z0088 号）。公司已根据相关规定将上述募集资金进行了专户存储管理， 并与保荐人、存放募集资金的银行签署了《募集资金三方监管协议》。 兴业证券股份有限公司 关于山东山大电力技术股份有限公司 使用部分闲置募集资金进行现金管理的核查意见 兴业证券股份有限公司（以下简称"兴业证券"或"保荐人"）作为山东山 大电力技术股份有限公司（以下简称"山大电力"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 ...

一、召开会议基本情况 1.股东大会届次：2025 年度第二次临时股东大会 证券代码：301609 证券简称：山大电力 公告编号：2025-005 山东山大电力技术股份有限公司 关于召开2025年度第二次临时股东大会的通知 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。 山东山大电力技术股份有限公司（以下简称"公司"）于 2025 年 8 月 1 日 召开的第三届董事会第十五次会议审议通过了《山东山大电力技术股份有限公司 关于召开 2025 年度第二次临时股东大会的议案》。公司董事会决定于 2025 年 8 月 20 日上午 10:00 召开公司 2025 年度第二次临时股东大会（以下简称"本次股 东大会"），现就召开本次股东大会的有关事项通知如下： 2.股东大会的召集人：公司董事会 3.会议召开的合法、合规性：本次会议的召开符合有关法律、行政法规、部 门规章、规范性文件和公司章程的规定 4.会议召开的日期、时间： （1）现场会议时间：2025 年 8 月 20 日（星期三）上午 10：00 （2）网络投票时间：2025 年 8 月 20 日 其中，通过深圳证券 ...

Quantitative Models and Construction Methods Model Name: New Stock Issuance Model - **Construction Idea**: The model aims to track the performance of newly issued stocks in various market segments, including the main board, ChiNext, and STAR Market[1][12][22]. - **Construction Process**: - Collect data on the number of new stocks issued, the amount of funds raised, and the first-day price performance. - Calculate the average first-day price increase for each market segment. - Formula: $ \text{Single Account Stock Return} = \min(\text{Account Size}, \text{Subscription Limit}) \times \text{Winning Rate} \times \text{Return Rate} $ $ \text{A/B/C Class Investors Full Return} = \text{Subscription Limit} \times \text{A/B/C Class Offline Winning Rate} \times \text{Return Rate} $ - Parameters: - Winning Rate: Actual winning rate of offline new stock issuance. - Return Rate: For new stocks listed on the STAR Market and ChiNext, and under the comprehensive registration system on the main board, the return rate is the first-day average transaction price relative to the issue price. For non-registration system main board stocks, the return rate is the average transaction price on the opening day relative to the issue price[40][41][42]. - **Evaluation**: The model provides a comprehensive view of the performance of new stock issuances across different market segments, helping investors understand the potential returns from participating in new stock offerings[1][12][22]. Model Backtesting Results New Stock Issuance Model - **Main Board**: - A Class: Monthly return rate 0.159%, cumulative return 1.000%[41][42][47] - C Class: Monthly return rate 0.141%, cumulative return 0.908%[41][42][47] - **ChiNext**: - A Class: Monthly return rate 0.035%, cumulative return 1.128%[41][45][47] - C Class: Monthly return rate 0.034%, cumulative return 0.989%[41][45][47] - **STAR Market**: - A Class: Monthly return rate 0.064%, cumulative return 0.547%[41][46][47] - C Class: Monthly return rate 0.063%, cumulative return 0.527%[41][46][47] Quantitative Factors and Construction Methods Factor Name: New Stock Performance Factor - **Construction Idea**: This factor aims to measure the performance of new stocks on their first day of trading, providing insights into the potential returns from participating in new stock offerings[1][12][22]. - **Construction Process**: - Collect data on the first-day price performance of new stocks. - Calculate the average first-day price increase for each market segment. - Formula: $ \text{First-Day Price Increase} = \frac{\text{First-Day Closing Price} - \text{Issue Price}}{\text{Issue Price}} \times 100\% $ - Parameters: - First-Day Closing Price: The closing price of the stock on its first day of trading. - Issue Price: The price at which the stock was issued[1][12][22]. - **Evaluation**: This factor provides a clear measure of the initial performance of new stocks, helping investors gauge the potential returns from participating in new stock offerings[1][12][22]. Factor Backtesting Results New Stock Performance Factor - **Main Board**: - Average first-day price increase: 276.29%[22][23] - **ChiNext**: - Average first-day price increase: 356.00%[22][23] - **STAR Market**: - Average first-day price increase: 174.56%[22][23] Fund Product Performance Fund Product Performance in New Stock Offerings - **Construction Idea**: Measure the participation and success rate of fund products in new stock offerings, and calculate their estimated returns based on their participation and winning rates[57][58][59]. - **Construction Process**: - Collect data on the participation and winning rates of fund products in new stock offerings. - Calculate the estimated returns based on the latest fund quarterly report. - Formula: $ \text{Participation Rate} = \frac{\text{Number of New Stocks Quoted}}{\text{Total Number of New Stocks Issued}} $ $ \text{Winning Rate} = \frac{\text{Number of Valid Quotes}}{\text{Number of New Stocks Quoted}} $ - Parameters: - Participation Rate: The rate at which the fund product participates in new stock offerings. - Winning Rate: The rate at which the fund product's quotes are accepted[57][58][59]. - **Evaluation**: This method provides a detailed view of the performance of fund products in new stock offerings, helping investors understand the potential returns from participating in new stock offerings through fund products[57][58][59]. Fund Product Backtesting Results Fund Product Performance - **Top Performing Funds**: - Middle European Shanghai-Shenzhen 300 Index A: Estimated return rate 0.337%[57][58][59] - ICBC Quality Selection A: Estimated return rate 0.33%[57][58][59] - Huatai-PineBridge Innovation Power: Estimated return rate 0.33%[57][58][59] Institutional Performance Institutional Performance in New Stock Offerings - **Construction Idea**: Measure the participation and success rate of institutions in new stock offerings, and calculate their estimated returns based on their participation and winning rates[60][61][62]. - **Construction Process**: - Collect data on the participation and winning rates of institutions in new stock offerings. - Calculate the estimated returns based on the latest institutional quarterly report. - Formula: $ \text{Participation Rate} = \frac{\text{Number of New Stocks Quoted}}{\text{Total Number of New Stocks Issued}} $ $ \text{Winning Rate} = \frac{\text{Number of Valid Quotes}}{\text{Number of New Stocks Quoted}} $ - Parameters: - Participation Rate: The rate at which the institution participates in new stock offerings. - Winning Rate: The rate at which the institution's quotes are accepted[60][61][62]. - **Evaluation**: This method provides a detailed view of the performance of institutions in new stock offerings, helping investors understand the potential returns from participating in new stock offerings through institutional products[60][61][62]. Institutional Backtesting Results Institutional Performance - **Top Performing Institutions**: - GF Fund: Estimated return rate 1.74 billion[60][61][62] - China Asset Management: Estimated return rate 1.51 billion[60][61][62] - E Fund Management: Estimated return rate 1.33 billion[60][61][62]