7月16日，上证指数下跌0.03%，深证成指下跌0.22%，创业板指下跌0.22%。盘后龙虎榜数据显示，共有53只个股 因当日异动登上龙虎榜，资金净流入最多的是恒宝股份（002104.SZ），达2.42亿元。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | | 恒宝股份 | 3.98% | 24156 | 4.47% | 39.31% | 买一主买,成功率4 | | | | | | | 2.66% | | 大位科技 | 7.17% | 15172 | 3.28% | 34.2% | 买一主买,成功率4 | | | | | | | 4.92% | | 生物股份 | 10.04% | 12497 | 15.26% | 8.74% | 普通席位买入,成功 | | | | | | | 率30.86% | | 广生堂 | 16.55% | 11514 | 4.92% | 24.15% | 主力做T，成功率2 | | | | | | | 6.99% | | 东田微 | ...

超卓航科公告，股东航证科创投资有限公司因自身资金需求，计划自公告披露日起15个交易日后的3个 月内，通过集中竞价方式减持不超过89.6万股，占公司总股本的1%；通过大宗交易方式减持不超过 179.21万股，占公司总股本的2%。减持价格将根据市场价格确定。截至公告披露日，航证科创持有公 司567.42万股，占公司总股本的6.33%。此次减持计划不会对公司治理结构及持续经营产生重大影响。 ...

Core Viewpoint - Iwubio is expected to achieve a net profit of 170 million to 185 million yuan in the first half of 2025, reflecting a year-on-year growth of 13.92% to 23.97% [2] Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders of 166 million to 181 million yuan after excluding non-recurring gains and losses, representing a year-on-year increase of 16.96% to 27.56% [2] - Sales of dust mite drops reached 455 million yuan, showing a year-on-year growth of 10.51% [2] - Revenue from the new products, such as Artemisia pollen sublingual drops and skin prick solution, increased significantly, with sales of 21.02 million yuan and 6.32 million yuan, respectively, marking growth rates of 71.37% and 104.38% [2] Group 2: Product Strategy and Market Position - The company focuses on the diagnosis and treatment of allergic diseases, with a strong emphasis on market promotion leading to increased product penetration [2] - Iwubio has commercialized eight skin prick products and received approval for new products, enhancing its diagnostic product line to meet a broader range of allergen testing needs [3] - The company aims to consolidate its advantages in the allergic disease treatment sector and expand into complementary products, enhancing its comprehensive competitiveness in the market [3] Group 3: Marketing and Promotion - Iwubio is enhancing its academic promotion system targeting both doctors and patients, utilizing a combination of internal marketing teams and external professional promotion teams [4] - The overall promotion strategy is developed by the company and involves third-party organizations to conduct academic meetings and market research, improving doctors' awareness and proper use of desensitization treatments [4] Group 4: Future Developments - The company is strategically entering new major medical product areas, including stem cell therapies and natural drugs (antibiotics resistant to treatment), aiming to develop more innovative drugs for sustainable growth [5]

Core Viewpoint - The ongoing legal battle between CATL and Hichain Energy, which is seeking an IPO in Hong Kong, poses significant risks to Hichain's valuation and market position, with the court hearing scheduled for August 12 being a critical juncture for the company [1][6]. Group 1: Legal Disputes - Hichain Energy's founder, Wu Zuyu, has been previously ordered to pay 1 million yuan in damages for violating a non-compete agreement with CATL, which claims that Wu poached key technical talents, causing immeasurable losses [2]. - The current lawsuit focuses on Hichain's flagship product, the 587Ah energy storage cell, which CATL alleges closely overlaps with its patented specifications, with only a 4.4% deviation in energy density [2][3]. - Hichain Energy argues that its product offers a different technical route, emphasizing a longer cycle life of 10,000 cycles compared to CATL's 8,000 cycles, despite a slightly lower energy density [3]. Group 2: Market Challenges - Hichain Energy faces a significant setback as its major U.S. client, Powin, has filed for bankruptcy, resulting in the loss of a 1.5 billion yuan order that was crucial for its 2024 revenue [4]. - The company’s overseas market, which contributes 42.3% gross margin, is under threat due to changing U.S. policies that require 100% localization of energy storage components and increased tariffs on Chinese imports [4]. - Hichain's financial health is concerning, with accounts receivable skyrocketing from 22.3 million yuan in 2022 to 831.5 million yuan in 2024, representing 69.5% of revenue, indicating a long cash collection cycle of 185.7 days [5]. Group 3: Financial Performance - Despite impressive revenue growth from 3.615 billion yuan in 2022 to 12.917 billion yuan in 2024, the company’s profitability is questionable, relying heavily on 414 million yuan in government subsidies to mask actual losses exceeding 100 million yuan [5]. - Hichain's debt levels are alarming, with bank borrowings reaching 9.983 billion yuan and a debt-to-asset ratio of 73.1%, significantly above the industry threshold of 60% [5]. - The company’s production capacity utilization is declining, with the Xiamen facility dropping from 99% in 2022 to 72.1% in 2024, raising concerns about operational efficiency [5]. Group 4: Industry Implications - The legal battle reflects broader industry challenges, as the energy storage sector faces a shake-up with declining capacity utilization and aggressive price competition, pushing average cell prices down from 0.8 yuan/Wh to 0.3 yuan/Wh [6]. - Hichain holds 3,900 patents, with 72% overlapping with CATL, and faces potential invalidation of key patents, which could reshape competitive dynamics in the industry [7]. - The outcome of the August 12 court ruling could have far-reaching implications for Hichain's operational viability and its ability to proceed with its IPO, as well as influence the competitive landscape in the energy storage market [6][7].

7月16日，上海概伦电子股份有限公司(以下简称"概伦电子")发布公告称，公司多位股东与上海芯合创 一号私募投资基金合伙企业(有限合伙)(以下简称"上海芯合创")签署了《股份转让协议书》，拟将其合 计持有的2175.8893万股概伦电子股份转让给上海芯合创。 资料显示，上海芯合创是一家具有深厚国资背景的基金。国资入股后，概伦电子有望获得国资资金和相 关政策的助力，进一步带动主业的发展。 受让方认可公司内在价值 概伦电子公告显示，公司希望引入认可公司长期价值且看好未来发展的战略投资者，而上海芯合创认可 公司内在价值且看好公司未来长期发展。基于上述原因，概伦电子多位股东向上海芯合创协议转让公司 5.00%的股份。 公告显示，本次交易的转让方为KLProTechH.K.Limited、共青城明伦投资合伙企业(有限合伙)、共青城 峰伦投资合伙企业(有限合伙)、共青城伟伦投资合伙企业(有限合伙)、共青城经伦投资合伙企业(有限合 伙)、共青城毅伦投资合伙企业(有限合伙)、共青城智伦投资合伙企业(有限合伙)、井冈山兴伦投资合伙 企业(有限合伙)(以下简称"转让方")。 作为本次股份转让的受让方，上海芯合创是一家具有深厚国资背 ...

Group 1 - Postal Savings Bank plans to invest 10 billion yuan to establish China Post Financial Asset Investment Co., with a registered capital of 10 billion yuan, aiming to enhance comprehensive service capabilities and support technological innovation and private enterprises [1] - Tuo Xin Pharmaceutical intends to increase capital by 10 million yuan in Jiangsu Jin San Biotechnology Co., acquiring a 1.75% stake, with Jin San successfully producing high-purity ergothioneine for various products [2] - Anker Innovations is researching overseas share issuance to expand its global strategy and enhance brand influence, with no specific plan confirmed yet [3] Group 2 - Hoshine Silicon Industry's controlling shareholder plans to transfer 5.08% of shares to Xiao Xiugan for a total price of 2.634 billion yuan, with no change in control [4] - Zhuhai Guanyu has won a final ruling from the Supreme People's Court, dismissing the lawsuit from ATL, with 14 ATL patents declared invalid and no negative impact on the company's operations [5] - Lixing Co. has terminated the acquisition of Qingdao Feiyan Precision Steel Ball Manufacturing Co. due to failure to reach an agreement, with no adverse effects on its financial status [6] Group 3 - Pinming Technology expects a net profit of 28 million to 34 million yuan for the first half of the year, representing a year-on-year increase of 231.79% to 302.89% [7] - Tiande Yu's performance report anticipates a net profit of 152 million yuan for the first half, up 50.89% year-on-year [7] - Huahong Technology reports normal operations with no undisclosed significant matters [8]

抗氧化剂"麦角硫因"迎来新玩家。 公告资料显示，仅三生物是一家集研发、生产、销售于一体的合成生物科技公司，专注于麦角硫因的研发、生产与产业化应用。仅三生物凭借在菌株构 建、发酵、提纯及工程化量产等全链条技术上的突破，成功实现了高纯度麦角硫因的制备。其主要产品包括麦角硫因护肤品、口服胶囊、洗眼液等。 对于此次投资，拓新药业称，鉴于公司在化学及合成生物学领域工艺研发方面具备技术优势，目标公司拥有上游优势及下游销售优势。目前公司积极布局 大健康产品领域，成功储备麦角硫因等产品的核心制备技术。 7月16日晚间，拓新药业（301089.SZ）发布公告称，公司将以自有资金1000万元对江苏仅三生物科技有限公司（以下简称"仅三生物"）进行增资，其中 22.34万元计入注册资本，剩余部分计入资本公积，本次交易完成后，公司将直接持有仅三生物1.75%的股权。 "未来随着标的公司业务量逐渐增加，当标的公司原有产能或产量不足以满足市场需求，公司有望在未来更好地发挥产能补充作用，以实现业务的高效对 接。"拓新药业在公告中表示。 据了解，麦角硫因是一种天然的小分子组氨酸硫脲衍生物，存在于微生物细胞和动植物体内，人体自身不能合成麦角硫因 ...

华电新能作为五大央企电力集团中首个完成新能源发电资产整合并上市的企业，本次上市是积极响应国家"双碳"目标和"十四五"期间新能源事业高质量发 展的成功之作。中金公司坚持服务国家战略，以绿色金融赋能中国华电集团有限公司（以下简称"中国华电"）产业发展，深度服务中国华电超过20年，协 助中国华电以前瞻性视野规划资本运作顶层设计，并全面牵头完成华电福新私有化、中国华电新能源资产整合重组、华电新能引入战略投资者和A股IPO 的一系列工作。 中金公司凭借对能源电力行业的深刻认知，结合央企大规模项目丰富的执行经验和保荐业务专业能力优势，在本次项目中高质量、高效率地组织开展工 作，量身定做工作方案，协助华电新能论证了多个关键专题，并积极协助发行人高效推进注册和发行工作。同时，中金公司独家负责发行沟通、战略配售 及"绿鞋"稳市等关键安排，在战略配售过程中成功引入众多高质量长期资本。在投资者推介环节，中金公司主导开展高质量、多层次的路演工作，充分挖 掘并展示华电新能的投资亮点，助力华电新能实现融资和定价目标，赢得了发行人的高度认可。 华电新能是中国华电风力发电、太阳能发电为主的新能源业务最终整合的唯一平台，截至2024年12月3 ...

7月15日，《每日经济新闻》记者实探这处机器人"学堂"。自今年5月份开放以来，已有聆动通用、零次方、中科深谷、乐聚机器人、江淮前沿技术协同创新 中心等5家企业或机构的机器人进入预训练场。场景构造涵盖汽车制造、家庭服务、3C（计算机、通信、消费电子）、新零售、物流等，实现"拎包即可训 练"。 具身智能机器人有了"真"场景 每经记者｜张宝莲 每经编辑｜杨夏 戴上VR（虚拟现实）头显，手握动作捕捉控制器，人类"带教老师"抬手、拧转，手把手示范教学，机器人跟着重复动作，在真实世界中完成拧螺丝、搬箱 子、洗衣做饭、分拣零件等工作。 在合肥市具身智能机器人数据采集预训练场上，这一幕时刻在上演。 在合肥专为机器人打造的这所"大学"里，人类经验被"翻译"成看不见的数据，源源不断注入后台，成为机器人智能成长的养分。数据采集是连接物理世界与 赛博世界的桥梁。它既是机器人感知环境的五官，也是学习人类技能、适配场景的指南、优化性能的依据。 通过持续的数据采集，再对采集到的数据进行清洗，随后交由人工智能大模型学习和优化，具身智能机器人完成从跟学模仿到自主学习适应的过程，逐步成 长为能灵活应对复杂现实的"智能体"。 预训练场有三种主要运 ...

该公司还强化了工艺管理，及时调整工艺指标，精准控制工艺流程，密切关注换热设备的工况、冷却水 运行情况以及温度、液位、压力的非正常变化等，定期清除设备表面的灰尘和油污，并通过优化措施进 行局部降温，确保各装置安全平稳生产。 同时，该公司通过定期组织设备安全知识培训，模拟设备故障场景，让职工在设备出现故障时能够迅速 判断原因并采取有效措施处理，并进一步优化设备管理，明确巡检、清洁、维护等工作的责任和要求， 建立设备故障报告和处理机制，对设备故障进行及时记录和处理，规范设备管理工作，确保设备安全稳 定运行。 此外，该公司还积极组织开展防暑降温劳动保护宣传教育，增强职工防暑降温意识和自我保护能力。通 过合理安排或调整职工作业时间，采取换班轮休等方式降低职工及现场作业人员劳动强度。根据气温及 时为基层一线"送清凉"，提前配备药箱，确保防暑降温药品随取随用，并重点关注从事室外高温作业的 一线职工及参与抢修人员的防暑降温诉求，协调解决高温作业中存在的困难，保证职工体能充足、精神 饱满，筑牢高温天气下安全生产防线。（赵鹏钧） 来源：环球网 7月以来，持续高温席卷，为一线生产带来严峻挑战。面对持续高温，中国石化河南炼化公司提前 ...