证券日报网讯 7月29日晚间，玲珑轮胎发布公告称，2025年5月7日至7月29日期间，公司控股股东玲珑 集团有限公司以自有资金和自筹资金（包含股票增持专项再贷款）通过上海证券交易所集中竞价方式增 持公司6，738，033股A股股份，占公司总股本的比例约0.46%，累计增持金额约1亿元，增持金额已达 到区间下限的50%。本次增持计划尚未实施完毕。 （编辑 楚丽君） ...

格隆汇7月29日丨玲珑轮胎(601966.SH)公布，2025年5月7日至7月29日期间，玲珑集团以自有资金和自筹资金（包含股票增持专项再贷款）通过上海证券交易所集中竞价方式增持公司673. ...

格隆汇7月29日丨玲珑轮胎(601966.SH)公布，2025年5月7日至7月29日期间，玲珑集团以自有资金和自 筹资金（包含股票增持专项再贷款）通过上海证券交易所集中竞价方式增持公司673.8万股A股股份，占 公司总股本的比例约0.46%，累计增持金额约1亿元，增持金额已达到区间下限的50%。本次增持计划尚 未实施完毕。 ...

证券代码：601966 证券简称：玲珑轮胎 公告编号：2025-053 山东玲珑轮胎股份有限公司 关于控股股东增持公司股份的进展公告 本公司董事会、全体董事及相关股东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： 已披露增持计划情况：基于对山东玲珑轮胎股份有限公司（以下简称"公司"） 未来发展的信心和价值的认可，以及为维护股价稳定和股东利益，公司控股股东 玲珑集团有限公司（以下简称"玲珑集团"）计划自 2025 年 5 月 7 日起（含当日） 6 个月内，以自有资金和自筹资金（包含股票增持专项再贷款）通过上海证券交 易所交易系统增持公司股份，累计增持金额不低于人民币 2 亿元不超过人民币 3 亿元。本次增持计划不设定价格区间，将根据公司股票价格波动情况及资本市场 整体趋势，择机逐步实施增持计划。 增持计划的实施进展情况：2025 年 5 月 7 日至 7 月 29 日期间，玲珑集团以 自有资金和自筹资金（包含股票增持专项再贷款）通过上海证券交易所集中竞价 方式增持公司 6,738,033 股 A 股股份，占公司总股本的比例约 0.4 ...

Core Viewpoint - Linglong Tire is in the process of preparing for an H-share listing on the Hong Kong Stock Exchange, with the application materials accepted by the China Securities Regulatory Commission, but further procedures and time are required for the listing process [1] Company Progress - The company has confirmed that its application materials for overseas listing have been received by the regulatory authority [1] - Linglong Tire's securities department indicated that there are still several procedures to complete before the listing can proceed [1] - The company will provide updates through official announcements as the process continues [1]

Group 1 - The China Capital Market Society was established on July 26, 2025, in Shanghai, with Wu Qing elected as the first president [1] - The society has set up seven professional committees focusing on various aspects such as macro and industrial development, market stability, innovation, and investor protection [1] Group 2 - The 2025 World Artificial Intelligence Conference (WAIC) opened in Shanghai on July 26, attracting over 800 domestic and international companies and showcasing more than 3,000 smart technology exhibits [4] - Notably, over 150 humanoid robots were presented, marking the largest display of humanoid robots in China to date [4] - Major tech companies like Tencent, NetEase, and JD.com unveiled significant AI advancements, including Tencent's global launch of the open-source "Hunyuan 3D World Model" [4] Group 3 - The Henan Provincial Department of Industry and Information Technology announced a notification for recommending enterprises to enter the "Specialized, Refined, Characteristic, and Innovative" board, which will provide various support services [6] Group 4 - The U.S. and EU reached a new trade agreement, with the EU committing to increase investments in the U.S. by $600 billion and purchasing $750 billion worth of U.S. energy products [8] - The agreement maintains existing tariffs on steel and aluminum, with a focus on energy and automotive sectors [8] Group 5 - The U.S. Secretary of Commerce announced that the deadline for imposing additional tariffs on August 1 will not be extended, emphasizing the need for a favorable agreement with the EU [10] Group 6 - The State Council of China announced plans to gradually implement free preschool education, highlighting its importance for long-term development and the need for local governments to detail funding and support measures [12] Group 7 - The National Bureau of Statistics reported a 1.8% decline in profits for large-scale industrial enterprises in the first half of 2025, with state-owned enterprises seeing a 7.6% drop [16] - In contrast, foreign and Hong Kong-Macau investment enterprises experienced a 2.5% profit increase [16] Group 8 - The National Development and Reform Commission allocated 69 billion yuan for the third batch of special bonds to support the consumption of old goods [17] Group 9 - The Chinese government proposed the establishment of a World Artificial Intelligence Cooperation Organization to promote global governance and bridge the digital divide [19] Group 10 - The Ministry of Agriculture and Rural Affairs and nine other departments issued a plan to promote agricultural product consumption, encouraging collaboration between food companies and research institutions [20][21] Group 11 - The China Pesticide Industry Association launched a three-year action plan to improve market order and combat low-price competition in the pesticide industry [23] Group 12 - Shouchuang Securities announced plans to list on the Hong Kong Stock Exchange to enhance capital strength and international influence [25] - Linglong Tire submitted its H-share issuance application to the Hong Kong Stock Exchange [27] Group 13 - Shanghai Jinqiao Information Co., Ltd. plans to raise 633 million yuan through a private placement to fund AI research and upgrade core solutions [29] Group 14 - *ST Suwu faces potential delisting due to alleged information disclosure violations, with the company under investigation by the China Securities Regulatory Commission [31] - *ST Wanfang and Taiyuan Heavy Industry also received notices of investigation for similar violations [32][33] Group 15 - Zijin Mining's vice president plans to reduce holdings by up to 250,300 shares to fund the company's employee stock ownership plan [37] - ST Luton and Ruixin Technology announced plans for share reductions by specific shareholders [37] Group 16 - Rebekah reported a 15.31% increase in net profit for the first half of 2025, with total revenue reaching 598 million yuan [38] - Laopu Gold expects a net profit increase of 279% to 288% for the same period, with sales projected between 138 billion yuan and 143 billion yuan [39] - Tongzhou Electronics turned a profit with a 662% increase in net profit, achieving revenue of 540 million yuan [40]

Economic Developments - China and the US will hold economic talks from July 27 to July 30 in Sweden, led by Vice Premier He Lifeng [1] - The July PMI data will be released on July 31, with June's manufacturing PMI at 49.7%, showing a 0.2 percentage point increase from the previous month [2] - The Federal Reserve will announce its interest rate decision on July 31, with expectations to maintain the current rates, while a potential rate cut may occur in September [3] Regulatory Changes - Hong Kong's Stablecoin Regulation will take effect on August 1, aiming to integrate stablecoins into the traditional financial system while preventing market speculation [4] - The "Regulations on the Sharing of Government Data" will be implemented starting August 1, 2025, establishing a framework for data management and sharing [14] - The "Anti-Money Laundering and Counter-Terrorism Financing Management Measures for Precious Metals and Gemstone Practitioners" will also take effect on August 1, requiring reporting for cash transactions over 100,000 RMB [15] Trade Negotiations - The EU and the US trade negotiations are intensifying as the August 1 deadline approaches, with ongoing disputes over tariffs on steel, automobiles, and pharmaceuticals [5] - The US will impose a 35% tariff on goods imported from Canada starting August 1, citing issues related to fentanyl and unfair trade practices [8] - A 50% tariff on all copper imports to the US will also take effect on August 1, highlighting the strategic importance of copper in technology and defense [9] Corporate Earnings - Major US tech companies, including Microsoft, Meta, Apple, and Amazon, are set to release their earnings reports next week [10] Agricultural Policy - A new policy to boost agricultural product consumption has been announced, with 23 specific measures aimed at enhancing online sales and promoting e-commerce in agriculture [12] Market Insights - The current market conditions suggest a potential shift towards a broader bull market, contingent on improvements in the underlying economic fundamentals [34] - Recommendations include increasing allocations to the Hang Seng Tech Index and focusing on sectors such as non-ferrous metals, communications, innovative pharmaceuticals, military industry, and gaming [35] Stock Unlocking Events - A total of 52 companies will have their locked shares released this week, amounting to 3.385 billion shares with a total market value of approximately 102.679 billion RMB [24] - The peak unlocking day is July 28, with significant releases from companies like BGI (31.025 billion RMB) and Shanghai Airport (14.216 billion RMB) [24][25]

Economic Indicators - In June, profits of large-scale industrial enterprises in China decreased by 4.3% year-on-year, with the decline narrowing compared to May. The total profit for the first half of the year was 34,365 billion yuan, down 1.8% year-on-year. The black metal smelting and rolling industry saw profits increase by 13.7 times, while the mining industry experienced a 30.3% decline [2] - The social logistics total cost to GDP ratio fell to 14% in the first half of the year, a decrease of 0.1 and 0.2 percentage points compared to the first quarter and the same period last year, indicating a reduction in overall logistics costs [5] Trade Agreements - The United States and the European Union reached a 15% tariff agreement, which will impose tariffs on most European goods exported to the U.S., including automobiles. The EU is expected to increase investments in the U.S. by $600 billion and purchase $150 billion in U.S. energy products [2][19] - A high-level U.S. business delegation is set to visit China, organized by the U.S.-China Business Council, indicating ongoing trade discussions [3] Industry Developments - The State-owned Assets Supervision and Administration Commission (SASAC) is focusing on enhancing innovation resilience in central enterprises and supporting the development of emerging pillar industries [4] - The China Capital Market Research Society was established to enhance research capabilities in the capital market, focusing on national strategies and regulatory issues [6] Stock Market Trends - The A-share market has seen its three major indices reach new highs, with the Shanghai Composite Index surpassing 3,600 points. Analysts suggest that global funds are shifting towards Chinese assets, indicating a potential bullish trend for 2025 [7] - All 42 listed banks in A-share are expected to implement cash dividends for 2024, with a total dividend amount exceeding 630 billion yuan, reflecting the resilience of the banking sector [7] Investment Opportunities - The A-share private placement market has shown significant recovery, with 74 companies completing placements and raising a total of 659 billion yuan, indicating a new phase of growth in this market [8] - The artificial intelligence sector is expected to see accelerated development, with significant investments and advancements in technology anticipated in the coming years [11][12] Corporate Announcements - Companies such as Laopu Gold and Junxin Co. are projecting substantial profit increases, with Laopu Gold expecting a net profit growth of approximately 279% to 288% year-on-year [10] - The A-share market is witnessing a surge in companies engaging in strategic partnerships and new projects, such as Qinglong Pipe Industry's collaboration in the wind power sector [10]

Core Insights - The article highlights the growing importance of the circular economy in the context of "dual carbon" goals, emphasizing the advantages of low consumption, low emissions, and high efficiency [1] - The company Hengyu Environmental has evolved into a global leader in the thermal pyrolysis industry, focusing on technology research, equipment manufacturing, and operational services [1] - Hengyu Environmental has successfully transitioned from being an equipment supplier to a comprehensive service provider, enhancing its business model and achieving significant revenue and profit growth in Q1 2025 [1][6] Market Potential - The European Union has set a target for 55% of plastic packaging to be recycled by 2030, with over 40 multinational companies committing $1.5 billion to eliminate plastic waste [2] - In the waste tire recycling sector, major tire manufacturers are prioritizing sustainability, with Bridgestone planning to establish a production line for processing 100,000 tons of waste tires annually by 2027-2030 [2] - China's emphasis on the circular economy is increasing, with companies like Linglong Tire and China Chemical entering the waste tire thermal pyrolysis market [2] Technological Advancements - Continuous stable operation is a recognized challenge in the thermal pyrolysis industry, with many existing technologies unable to meet industrial demands [3] - Hengyu Environmental has developed proprietary technologies that address common issues such as coking, sealing difficulties, and product aggregation, achieving a mineral oil content of less than 0.05% and a cracking rate exceeding 99% [3] - The company's technology has been certified as domestically innovative and meets international advanced standards [3] Global Reach - Hengyu Environmental has made significant strides in waste treatment across various sectors, receiving accolades for its projects and achieving multiple international certifications for its products [4] - The company exports its products to numerous countries, including Germany, the UK, and Brazil, positioning itself as one of the few domestic suppliers capable of meeting stringent international technical requirements [4] Business Model Innovation - To enhance operational stability and sustainability, Hengyu Environmental is actively exploring a "equipment + operation" dual-driven model, focusing on downstream operational services [5] - The company has signed contracts for significant projects, including a $1.48 billion BOO project for hazardous waste treatment in Enshi, which has already commenced operations [5] Future Prospects - In 2024, Hengyu Environmental plans to launch a comprehensive waste tire utilization project with a processing capacity of 200,000 tons, potentially becoming one of the largest projects globally [6] - The company's Q1 2025 performance showed a revenue of 61.43 million yuan, marking a 274.69% year-on-year increase, and a net profit of 8.27 million yuan, reflecting a 150.38% increase [6]

公司根据相关规定已向中国证券监督管理委员会（以下简称"中 国证监会"）报送了本次发行的备案申请材料并于近日获得中国证监 会接收。 公司本次发行尚需取得中国证监会、香港证券及期货事务监察委 员会和香港联交所等相关监管机构、证券交易所的批准、核准或备案， 该事项仍存在不确定性。公司将根据本次发行上市的进展情况及时履 行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 1 证券代码：601966 证券简称：玲珑轮胎 公告编号：2025-052 山东玲珑轮胎股份有限公司 关于发行境外上市股份（H 股）备案申请材料 获中国证监会接收的公告 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个别及连带责任。 山东玲珑轮胎股份有限公司（以下简称"公司"）已于 2025 年 6 月 30 日向香港联合交易所有限公司（以下简称"香港联交所"）递交 了发行境外上市股份（H 股）并在香港联交所主板挂牌上市（以下简 称"本次发行上市"）的申请，并于同日在香港联交所网站刊登了本 次发行上市的申请资料。具体内容详见公司于 2025 年 7 月 1 日在上 海证券 ...