Market Overview - The U.S. stock market experienced a significant decline, with the Dow Jones Industrial Average falling by 542.40 points, or 1.23%, closing at 43,588.58 points. The Nasdaq Composite dropped 2.24% to 20,650.13 points, while the S&P 500 decreased by 1.60% to 6,238.01 points. This downturn was influenced by new tariffs imposed by Trump on several trade partners and a disappointing employment report, which showed a non-farm payroll increase of only 73,000, below the expected 104,000 [2][3]. Individual Stock Performance - Amazon's stock fell by 8.3% due to lower-than-expected revenue guidance for the third quarter. Other major tech stocks also saw declines, with Apple down 2.5%, Nvidia down 2.3%, and Tesla and Microsoft both down 1.8%. The Nasdaq China Golden Dragon Index decreased by 1.8%, with Alibaba down 2.9%, NetEase down 2.2%, Baidu down 2.0%, and JD down 1.8% [3]. Commodity Prices - Oil prices were pressured by economic uncertainty and expectations of increased production from OPEC+. WTI crude oil for the nearest month fell by 2.79% to $67.33 per barrel, while Brent crude oil dropped by 2.83% to $69.67 per barrel [3]. Gold Prices - Increased risk aversion led to a rise in gold prices, with October contracts on the New York Mercantile Exchange surpassing $3,400, marking a 2.02% increase [4]. Economic Policies - The People's Bank of China announced plans for a moderately loose monetary policy, including a reduction in the reserve requirement ratio and support for local government financing platforms. Additionally, a new tax policy on interest income from government bonds will take effect on August 8, 2025 [4][5]. Automotive Industry Performance - In July, several electric vehicle manufacturers reported their delivery figures: Li Auto delivered 30,731 vehicles, XPeng delivered 36,717 vehicles (up 229% year-on-year), NIO delivered 21,017 vehicles (up 25.2% year-to-date), and Leap Motor delivered 50,129 vehicles (up over 126% year-on-year). BYD reported July sales of 344,300 new energy vehicles, a slight increase from 342,400 vehicles in the same month last year [6][7][9]. Corporate Actions - China Shenhua announced plans to issue shares and pay cash to acquire assets from its controlling shareholder, with trading of its A-shares suspended starting August 4, 2025, for up to 10 trading days [8]. - Lianyi Intelligent Manufacturing is set to undergo a restructuring process, with a review by the Shenzhen Stock Exchange scheduled for August 8, 2025 [10].

【头条要闻】 下半年货币政策如何发力稳增长？ 降准降息均有空间 近期召开的多个会议"定调"下半年货币政策。作为宏观调控的一大"主角"，下一阶段的货币政策可能盯 住哪些目标，又面临哪些掣肘？为巩固拓展经济回升向好势头，货币政策在总量、价格、结构上还将如 何发力？ 业内专家认为，宏观经济形势、银行息差水平、宏观杠杆率水平、主要发达经济体货币政策等因素，可 能影响我国下半年货币政策操作的"相机抉择"。货币政策有望在促进社会综合融资成本下行、助力经济 结构调整优化等方面进一步发力。降准降息均有操作空间和落地可能性。 多家国有大行表态落实国常会贴息政策 助推消费升级与服务业焕新 在7月31日召开的国务院常务会议部署实施个人消费贷款贴息政策与服务业经营主体贷款贴息政策后， 《证券日报》记者了解到，多家国有大行率先表态，将切实做好个人消费贷款和服务业经营主体贷款贴 息政策的传导落实。 在业内人士看来，此次会议部署是国家提振内需、激发市场活力、保障和改善民生的又一重要举措。政 策从需求和供给两端发力，通过财政金融协同，有效降低居民消费融资成本、缓解服务业经营主体融资 压力，畅通经济循环，为巩固经济回升向好态势注入强劲动能。 ...

000558 天府文旅 B004 000826 启迪环境 B001 000998 隆平高科 B001 001236 弘业期货 A07 001314 亿道信息 A06 001324 长青科技 A06 002037 保利联合 A06 002198 嘉应制药 A07 002219 新里程 B001 002330 得利斯 B007 002408 齐翔腾达 B003 002424 贵州百灵 A07 002600 领益智造 B007 002629 仁智股份 A07 002634 棒杰股份 A07 002716 湖南白银 A06 002775 文科股份 B004 002799 环球印务 A07 002921 联诚精密 A07 002940 昂利康 B004 002951 金时科技 A06 300691 联合光电 A06 301632 广东建科 A08 600009 上海机场 A08 600031 三一重工 A08 600104 上汽集团 A08 600166 福田汽车 B003 600507 方大特钢 B001 平安基金 B003 融通基金 B007 上银基金 B005 天弘基金 B006 太平基金 B005 信达证券基金 ...

重要新闻提示 8月3日，2025年暑期档总票房（含预售）突破70亿元 三安光电（600703）：拟联合境外投资人以2.39亿美元收购Lumileds Holding B.V.100%股权 领益智造：深交所定于8月8日审核公司重组事项 今日提示 央行公开市场今日有4958亿元7天期逆回购到期 广东省自然资源厅《关于加快解决国有建设用地上不动产登记若干历史遗留问题的指导意见》今起实施 香港证券市场下调股票最低上落价位的第一阶段今日生效，适用证券包括股票、房地产投资信托基金、 股本权证、其他适用证券等 财经新闻 1. 据网络专业平台数据，截至8月3日21时57分，2025年暑期档（6月—8月）总票房（含预售）突破70亿 元，《南京照相馆》《长安的荔枝》《侏罗纪世界：重生》暂列票房榜前三位。截至8月3日21时21分， 单日电影票房突破3.75亿元，刷新2025年暑期档单日大盘票房新高。 2. 中国工商银行微信公众号8月3日消息，日前，工商银行发布《关于个人消费贷款与服务业经营主体贷 款贴息工作的公告》表示，正在依法依规、积极有序推进个人消费贷款与服务业经营主体贷款贴息政策 的组织实施工作。工商银行将坚持市场化、法治化 ...

Core Points - Company plans to acquire 66.46% equity stake in Jiangsu Keda through issuance of convertible bonds and cash payment to eight counterparties [1][2] - The company intends to issue shares to no more than 35 specific investors to raise supporting funds for the acquisition [1] - The Shenzhen Stock Exchange's M&A Review Committee is scheduled to review the restructuring on August 8, 2025 [1] Regulatory Aspects - The restructuring is subject to approval from the Shenzhen Stock Exchange and registration consent from the China Securities Regulatory Commission [2] - There is uncertainty regarding the approval and registration timeline for the restructuring [2] - The company commits to comply with relevant laws and regulations for information disclosure [2]

Group 1: Sales Performance - SAIC Motor reported July vehicle sales of 337,500 units, a year-on-year increase of 34.2% [3] - Changan Automobile's July new energy vehicle sales reached 80,006 units, a year-on-year growth of 74.05% [12] - BAIC Blue Valley's subsidiary reported July sales of 10,280 units, a year-on-year decline of 6.38% [4] Group 2: Corporate Announcements - Sany Heavy Industry announced a cumulative share repurchase of 72.6792 million shares, totaling 1.355 billion yuan [5] - Jiachuan Vision's controlling shareholder is planning a change in company control, leading to a stock suspension starting August 4 [6] - Lingyi Technology is set for a restructuring review by the Shenzhen Stock Exchange on August 8 [7] Group 3: Corporate Changes - Danhua Technology will change its stock name to Jinmei Technology effective August 7 [2] - Mingpu Optoelectronics plans to acquire 60% of Shenzhen ABB Electric Transportation Technology Co., Ltd. for approximately 118 million yuan [11] - Longqing Technology's shareholders plan to reduce their holdings by up to 5.98% of the company's shares [9]

Group 1: Company Announcements - ST Pava's actual controller and director Zhang Bao is under investigation for embezzlement, but the company's control and operations remain unaffected [1] - Danhua Technology will change its stock name to Jinmei Technology starting August 7, 2025, following the approval of its shareholders [2] - SAIC Motor reported July vehicle sales of 337,500 units, a year-on-year increase of 34.2%, with new energy vehicle sales reaching 117,300 units, up 64.9% [2] - BAIC Blue Valley's subsidiary saw July sales decline by 6.38%, but cumulative sales for the first seven months increased by 98.58% [3] - Sany Heavy Industry has repurchased 72.68 million shares, accounting for 0.86% of its total share capital, with a total expenditure of 1.355 billion yuan [4] Group 2: Market and Financial Activities - Jiachuan Video's controlling shareholder is planning a change in control, leading to a temporary suspension of its stock [5] - Lingyi Technology is undergoing a restructuring process, with a review scheduled for August 8, 2025 [5] - Changqing Technology's shareholders plan to reduce their holdings by up to 5.98% of the company's shares due to personal financial needs [6] - *ST Huiteng is facing a pre-restructuring application from creditors due to its inability to repay debts, with significant uncertainty regarding the outcome [7] - Mingpu Optoelectronics plans to acquire 60% of Shenzhen ABB Electric Transportation Technology Co., Ltd. for approximately 118 million yuan [7] - Changan Automobile reported July new energy vehicle sales of 80,006 units, a year-on-year increase of 74.05% [7]

2025.08. 03 8月3日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 拓山重工：近期经营情况正常，内外部经营环境未发生重大变化 拓山重工晚公告，公司股票连续三个交易日收盘价格跌幅偏离值累计超过20%，属于股票交易异常 波动情况。公司近期经营情况正常，内外部经营环境未发生重大变化。 保利联合：目前经营正常，公司经营情况及内外部经营环境未发生重大变化 保利联合晚发布股票交易异常波动公告，股票交易价格连续三个交易日收盘价格跌幅偏离值累计超过 20%，属于股票交易异常波动情况。公司目前经营正常，近期公司经营情况及内外部经营环境未发 生重大变化。 芯导科技：拟购买吉瞬科技100%股权、瞬雷科技17.15%股权，实现对瞬雷科技100%控制 芯导科技发布发行可转换公司债券以及支付现金购买资产并募集配套资金预案，上市公司拟向盛锋、 李晖、黄松、王青松、瞬雷优才发行可转换公司债券以及支付现金形式购买吉瞬科技100%股权、瞬 雷科技17.15%的股权，从而直接及间接持有瞬雷科技100%股权，实现对瞬雷科技的100%控制。 本次交易价格暂定为4.03亿元。瞬雷科技主要 ...

8月3日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者参 考。 【品大事】 芯导科技晚发布发行可转换公司债券以及支付现金购买资产并募集配套资金预案，上市公司拟向盛锋、 李晖、黄松、王青松、瞬雷优才发行可转换公司债券以及支付现金形式购买吉瞬科技100%股权、瞬雷 科技17.15%的股权，从而直接及间接持有瞬雷科技100%股权，实现对瞬雷科技的100%控制。本次交易 价格暂定为4.03亿元。瞬雷科技主要从事功率器件的研发、生产和销售；吉瞬科技直接持有瞬雷科技 82.85%的股权，仅为瞬雷科技持股主体。 保利联合晚发布股票交易异常波动公告，股票交易价格连续三个交易日收盘价格跌幅偏离值累计超过 20%，属于股票交易异常波动情况。公司目前经营正常，近期公司经营情况及内外部经营环境未发生重 大变化。 芯导科技：拟购买吉瞬科技100%股权、瞬雷科技17.15%股权，实现对瞬雷科技100%控制 拓山重工：近期经营情况正常，内外部经营环境未发生重大变化 拓山重工晚公告，公司股票连续三个交易日收盘价格跌幅偏离值累计超过20%，属于股票交易异常波动 情况。公司近期经营情况正常，内外部经营环境未发生 ...

Core Viewpoint - The news highlights various companies' recent activities, including share buybacks, acquisitions, refinancing, and operational updates, indicating a mixed performance across different sectors. Group 1: Company Performance and Activities - Angli Kang currently has only one innovative drug project under research [1] - Sany Heavy Industry has repurchased a total of 72.6792 million shares, with a total payment of 1.355 billion yuan [3] - Mingpu Guangmi plans to acquire 60% of Shenzhen ABB Electric Transportation Technology Co., Ltd. for approximately 118 million yuan [3] - Jinlang Technology has received approval from the Shenzhen Stock Exchange for issuing convertible bonds to unspecified investors [3] - Guangan Aizhong expects to reduce its net profit attributable to shareholders by approximately 39.38 million yuan due to the implementation of low valley period electricity pricing policy [4] Group 2: Clinical Research and Legal Issues - Watson Bio's clinical research application for a respiratory syncytial virus mRNA vaccine has been accepted [5] - ST Pava's co-actual controller and director Zhang Bao is under investigation by public security for suspected embezzlement [5] Group 3: Production and Sales Updates - Qixiang Tengda has resumed production at its 300,000 tons/year propylene oxide facility [6] - Gold Open New Energy's subsidiary has completed the overall delivery of the first phase of a computing power cluster [7] - SAIC Motor's vehicle sales in July reached 337,500 units, a year-on-year increase of 34.2% [9] - BAIC Blue Valley's July sales decreased by 6.38% year-on-year [9] Group 4: Shareholder Actions and Corporate Changes - Shareholders of various companies, including Xu Huigong of Fangda Special Steel and employees of United Imaging Healthcare, plan to reduce their holdings by up to 1% to 5.98% [9] - Jiachuan Vision's controlling shareholder is planning a change in company control, leading to a stock suspension [9] - Jinshi Technology intends to publicly transfer 100% equity of its wholly-owned subsidiary Hunan Jinshi [9] - Liying Intelligent Manufacturing's restructuring matter will be reviewed by the Shenzhen Stock Exchange on August 8 [9] - Chip Guide Technology plans to acquire 100% of Jishun Technology and 17.15% of Shunlei Technology [9] Group 5: Name Changes and Pricing Adjustments - Danhua Technology will change its stock name to Jinmei Technology starting August 7 [10] - Leshan Electric Power expects an increase in gas sales gross profit of approximately 2.7 million yuan for the year 2025 due to price adjustments [10]