西藏天路股份有限公司 | 证券代码：600326 | 证券简称：西藏天路 | 公告编号：2025-48 号 | | --- | --- | --- | | 转债代码: 110060 | 转债简称：天路转债 | | | 债券代码：188478 | 债券简称：21 天路 01 | | 关于可转债交易严重异常波动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、 可转债发行上市概况 （一）可转债发行情况 经中国证券监督管理委员会《关于核准西藏天路股份有限公司公开发行可转 换公司债券的批复》（证监许可〔2019〕1574 号）核准，西藏天路股份有限公司 （以下简称"公司"）于 2019 年 10 月 28 日公开发行了 10,869,880 张可转债， 每张面值 100 元，发行总额为人民币 108,698.80 万元，期限 6 年。 （二）可转债上市情况 经上海证券交易所自律监管决定书〔2019〕259 号文同意，公司本次发行的 108,698.80 万元可转债于 2019 年 11 月 28 日起在上海证 ...

Major Events - Xizang Tianlu announced that its convertible bond "Tianlu Convertible Bond" experienced significant abnormal trading fluctuations, with a cumulative closing price increase of over 100% from July 21 to July 29, 2025, closing at 481.80 yuan per bond, representing a premium of 381.80% over the face value and a conversion premium rate of 16.60% [1] - Huqin Technology plans to acquire 6% of Jinghe Integrated's shares for 2.393 billion yuan, purchasing 120 million shares at a price of 19.88 yuan per share, marking its first stake in the company [2] - Liyuan Technology's actual controller, Shen Wanzhong, received a criminal judgment for violating information disclosure regulations, sentenced to one year in prison with a one and a half year probation, and fined 3.3 million yuan, but this will not significantly impact the company's operations [3] - Huashi Technology announced the lifting of detention measures against its actual controller and general manager, Ye Jianbiao, allowing him to resume his duties [4] - Dongfang Materials' chairman, Xu Guangbin, resigned due to personal reasons but will continue as a board member [5] - WuXi AppTec adjusted its share repurchase price limit from 90.72 yuan to 114.15 yuan per share [6] Performance Overview - Greenland Holdings reported a contract sales amount of 21.752 billion yuan in Q2 2025, a year-on-year increase of 16.93%, with a total sales area of 2.217 million square meters, up 31.03% from the previous year [7] - Lujiazui's H1 2025 net profit was 815 million yuan, a decrease of 7.87%, despite a revenue increase of 33.91% to 6.598 billion yuan [8] - Hongfa Co. achieved a net profit of 964 million yuan in H1 2025, a year-on-year increase of 14.19%, with revenue of 8.347 billion yuan, up 15.43% [9] - Nanya New Materials expects a net profit of 80 million to 95 million yuan in H1 2025, representing a year-on-year increase of 44.69% to 71.82% due to increased sales and improved product structure [9] - Sains expects a net profit decline of 57.53% to 60.13% in H1 2025, with revenue between 410 million and 440 million yuan, a year-on-year increase of 15.17% to 23.59% [9] - Baotai anticipates a net loss of 110 million to 140 million yuan in H1 2025, a reduction in losses compared to the previous year, attributed to increased sales of a specific product and reduced R&D expenses [9] Major Contracts - China CNR announced the signing of several major contracts totaling approximately 32.92 billion yuan, accounting for 13.4% of its projected revenue for 2024 [10] - Wantong Zhikong signed an exclusive authorization agreement with Shanghai Shenming Aosi Semiconductor Technology for the sales and cooperation in the field of embodied intelligence [11] - Anhui Construction won a bid for a highway concession project in Chongqing, with an estimated total investment of 3.614 billion yuan [11] Shareholding Changes - Jiahe Meikang's shareholder, Guoshou Chengda, plans to reduce its stake by up to 3% through various trading methods [12] - Lanfeng Biochemical's shareholder, Hainan Wenqin, intends to reduce its stake by up to 2.61% [12]

Market Overview - The indices continued to rise collectively, with a significant drop in the morning followed by a recovery in sentiment in the afternoon [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 0.33%, 0.64%, and 1.86% respectively, with over 3,000 stocks declining and more than 2,200 stocks rising [4] Optimizing Fertility - The "Implementation Plan for Childcare Subsidy System" was officially launched, providing annual subsidies of 3,600 yuan per child for children under three years old starting January 1, 2025 [8] - The fertility optimization sector saw a collective high opening but ended with a "high open low close" trend, with the sector rising by only 0.18% after an initial surge [9][10] - Stocks like Beiyinmei and Aiyingshi opened strongly but fell significantly, while stocks in the dairy sector also experienced a similar pattern [10] Yajiang Hydropower Station - The Yajiang Hydropower Station saw a rebound in the afternoon, with stocks like Xining Special Steel and Tibet Tianlu hitting the daily limit [15] - The Yajiang Hydropower concept stocks rose over 2% by the end of the day, indicating a recovery in investor interest [14] Stablecoin Sector - The stablecoin concept stocks experienced a partial rebound, with companies like Hengbao Co. and Sifang Jichuang showing strong performance [19] - The sector had been quiet for about two weeks but is now looking for a significant catalyst to revive interest [21] Guotou Intelligent - Guotou Intelligent saw a significant rise, closing up over 18.5%, attributed to news regarding a special action by the Internet Information Office [25] - The company is reportedly working on AI fraud prevention services, with a potential market space exceeding 120 billion yuan if it covers 1 billion smartphone users [28]

（原标题：西藏天路7月29日龙虎榜数据） 西藏天路(600326)今日涨停，全天换手率37.99%，成交额81.30亿元，振幅14.71%。龙虎榜数据显示，沪股通净卖出5362.71万元，营业部席位合计 净卖出4.29亿元。 上交所公开信息显示，当日该股因日换手率达37.79%上榜，沪股通净卖出5362.71万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交16.82亿元，其中，买入成交额为6.00亿元，卖出成交额为10.82亿元，合计净卖出 4.82亿元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第二大卖出营业部，买入金额为2.59亿元，卖出金额为3.13亿元，合计净卖出 5362.71万元。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 沪股通专用 | 25913.89 | | | 买二 | 国投证券股份有限公司西安朱雀大街证券营业部 | 11064.35 | | | 买三 | 华林证券股份有限公司北京分公司 | 9054.29 | | | 买四 | 东方财富证券股份有限公司拉 ...

西藏天路（600326）(600326.SH)公告，"天路转债"于7月21日-7月29日连续7个交易日内收盘价格涨幅偏 离值累计超过100%，属于可转债交易严重异常波动情况。 截至2025年7月29日，"天路转债"收盘价格为481.80元/张，相对于票面价格溢价381.80%，转股溢价率 16.60%。 ...

截至2025年7月29日，"天路转债"收盘价格为481.80元/张，相对于票面价格溢价381.80%，转股溢价率 16.60%。 智通财经APP讯，西藏天路(600326.SH)公告，"天路转债"于7月21日-7月29日连续7个交易日内收盘价格 涨幅偏离值累计超过100%，属于可转债交易严重异常波动情况。 ...

一、强势个股 截至7月29日收盘，上证综指上涨0.33%，收于3609.71点，深证成指上涨0.64%，收于11289.41点，创业 板指上涨1.86%，收于2406.59点。今日沪深两市A股共计48只涨停，综合当前连板数以及当日龙虎榜数 据，其中较为强势的前三只个股分别为：南方路机（603280）、山河智能（002097）与西藏天路 （600326）。今日强势个股前10位具体数据见下表： | 概念名称 | 涨跌幅(%) | 涨停成分股占比(%) | 上涨成分股占比(%) | 下跌成分股占比(%) | | --- | --- | --- | --- | --- | | CRO概念 | 4.0 | 4.48 | 91.04 | 8.96 | | 变组蛋白 | 29 | 1.96 | 80.39 | 17.65 | | 创新药 | 279 | 3.86 | 82.83 | 16.31 | | 减肥药 | 2.76 | 1.82 | 89.09 | 10.91 | | F5G概念 | 243 | 278 | 75.0 | 25.0 | | 细胞免疫治疗 | 2.42 | 1.69 | 71.19 | 27.12 | ...

Market Overview - The A-share market saw all three major indices rise, with the Shenzhen Component Index and the ChiNext Index reaching new highs for the year. The Shanghai Composite Index increased by 0.33% to close at 3609.71 points, while the Shenzhen Component Index rose by 0.64% to 11289.41 points, and the ChiNext Index surged by 1.86% to 2406.59 points. The total trading volume in the Shanghai and Shenzhen markets reached 180.32 billion, an increase of 60.9 billion from the previous day [2]. Sector Performance - The concept of sectors is crucial for short-term trading, especially with the ongoing World Artificial Intelligence Conference, which has led to repeated speculation in related sectors. The pharmaceutical sector performed particularly well due to factors such as major overseas orders for innovative drugs and the issuance of fertility subsidies, with the CRO sector seeing a rise of 5.54% and significant trading volume [4][3]. Stock Movements - Some stocks experienced notable fluctuations, such as Tibet Tianlu and Xining Special Steel, both rising by 10%. China Power Construction saw a recovery from a 5% drop to close up by 1.85%, while China Energy Engineering fluctuated between a 3% drop and a 0.75% increase by the end of trading [6]. Market Dynamics - The market displayed a mixed performance, with significant declines in certain sectors like dairy, where Yili fell by 0.78% and Beiyinmei, which opened at a limit up, closed with a modest gain of 3.54%. The steel sector, however, showed strong gains, leading the market in increases [5][7]. Investment Sentiment - The market is characterized by a divide in investment strategies, with institutional investors favoring high-dividend value stocks, while retail investors and speculative funds engage in "hot potato" trading of concepts. This dynamic leads to rapid price movements, with some stocks experiencing gains of 20% to 30% in a single day [8][9]. Conceptual Trading - The case of Hengsheng Electronics illustrates the market's focus on concepts over fundamentals, as it saw a significant price increase despite having a high price-to-earnings ratio of 570 times, indicating a disconnect between stock price and actual performance [9][10]. Conclusion - The current market environment is marked by a search for concepts, with the Shanghai Composite Index stabilizing around 3600 points. The performance of major weighted stocks will be crucial in maintaining market stability, as most individual stocks are experiencing downward pressure [11][12].

西藏天路（600326）公告，公司可转债"天路转债"于7月21日至7月29日连续7个交易日内收盘价格涨幅 偏离值累计超过100%，属于可转债交易严重异常波动情况。截至2025年7月29日，"天路转债"收盘价格 为481.8元/张，相对于票面价格溢价381.80%，转股溢价率16.60%。公司及控股股东不存在应披露而未 披露的重大事项。公司2025年半年度预计实现归属于上市公司股东的净利润为-1.15亿元到-7700万元， 与上年同期相比将出现亏损。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 西藏天路(600326.SH)今日涨停，录得7天6板，换手率37.99%，成交额81.3亿元。龙虎榜数据显示，沪股通买入2.59亿元，卖出3.13亿元，净卖出5363万元； 广发证券深圳深南东路位列卖一席位，卖出4.39亿元；游资"作手新一"位列卖三席位，卖出1.33亿元；"量化基金"位列卖四席位，卖出1.07亿元。上榜席位 全天买入6亿元，卖出10.82亿元，合计净卖出4.82亿元。(格隆汇) | 序号 | 交易营业部名称 | | 头人金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | | 广发证券股份有限公司深圳深南东路证券营业部 | 26次 30.77% (2) | | | | 2 | 沪股通专用 | 356次 40.73% | | | | 3 | 国泰海通证券股份有限公司南京太平南路证券营业部 | 84次 47.62% | | | | 4 | 中国国际金融股份有限公司下海分公司 | 270次 37.78% | | | | 5 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 ...