Performance Forecast - The company expects a net loss attributable to shareholders of 80 million to 100 million yuan for the period from January 1, 2025, to June 30, 2025, compared to a loss of 38.93 million yuan in the same period last year [1] - The basic earnings per share are projected to be a loss of 0.0650 to 0.0813 yuan per share, compared to a loss of 0.0317 yuan per share in the previous year [1] Reasons for Performance Change - The decline in non-recurring gains and losses is primarily due to the decrease in the fair value of the company's equity holdings in Nanjing Yunchuang Big Data Technology Co., Ltd., which impacted the net profit by -121 million yuan, a decrease of 29 million yuan compared to the previous year [1] - The company has increased provisions for bad debts and inventory write-downs compared to the same period last year [1]

证券代码：835305 证券简称：*ST 云创 公告编号：2025-052 南京云创大数据科技股份有限公司 关于股票交易停牌核查结果暨复牌的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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 别及连带法律责任。 特别提示： 南京云创大数据科技股份有限公司（以下简称"公司"）股票于 2025 年 7 月 14 日开市起复牌。 公司于 2025 年 4 月 27 日收到中国证券监督管理委员会（以下简称"中国证 监会"）下发的《立案告知书》。因公司涉嫌信息披露违法违规，根据《中华人 民共和国证券法》《中华人民共和国行政处罚法》等法律法规，中国证监会决定 对公司立案。 利益，公司就股票交易异常波动情况进行核查。 一、停牌情况概述 公司当前停牌事项类别为： □重大事项 □向境内其他证券交易所申请股票转板 □未在规定期限内披露季度报告 √股票交易异常波动 □退市相关 □规定的其他停牌事项 □强制停牌事项 公司股票于 2025 年 7 月 2 日至 2025 年 7 月 4 日以内收盘价涨幅偏离值累 计达到 49.47%，根据《北京证 ...

Summary of Key Points Core Insights - The report highlights the listing and trading activities of various ETFs and bonds on July 10, 2025, indicating a busy market day with multiple announcements regarding suspensions and resumption of trading for various financial instruments [1][2][3][4][5][6][7][8][9]. Group 1: Listings and Trading Activities - The report mentions the listing of 127110 Guanghe Convertible Bond and 301603 Qiaofeng Intelligent on July 10, 2025, marking significant events for these financial instruments [1]. - Several ETFs, including 159209 China Merchants CSI All-Share Dividend Quality ETF and 159232 Southern CSI All-Share Free Cash Flow ETF, announced dividend distributions and were temporarily suspended from trading during specific hours on the same day [1]. - The report notes that multiple ETFs, such as 159351 Jiashi CSI A500 ETF and 159355 Huabao CSI 800 Dividend Low Volatility ETF, also experienced similar trading suspensions due to dividend announcements [1]. Group 2: Special Suspensions - The report details the special suspension of stock 000545 Jinpu Titanium Industry due to significant asset restructuring and related transactions, effective from July 1, 2025 [2]. - Other financial instruments, including various SCPs from Zhonglin Group, have been suspended since November 21, 2023, indicating ongoing issues or restructuring within those entities [2][3][4][5][6][7][8][9]. Group 3: General Market Activity - The report reflects a general trend of increased market activity with multiple announcements of trading suspensions and resumption, indicating a dynamic environment for investors [1][2][3][4][5][6][7][8][9]. - The focus on dividend announcements and asset restructuring suggests a strategic shift among companies to enhance shareholder value and manage financial health [1][2][3][4][5][6][7][8][9].

Summary of Key Points Core Insights - The report highlights significant stock suspensions and announcements related to various companies, indicating potential changes in corporate governance and financial strategies [1][2][3][4][5][6][7][8][9] Company Announcements - **华电新能 (Huadian New Energy)** is set to be listed on July 8, 2025, with the online subscription rate announced [1] - **ST特信 (ST Texin)** and **ST中利 (ST Zhongli)** have announced a one-day suspension of trading due to the publication of risk warning announcements [1] - **金浦钛业 (Jinpu Titanium Industry)** is suspended due to planning a major asset swap and related transactions [2] - **蓝黛科技 (Landai Technology)** is also suspended as it plans to change its corporate control [2] Fund Announcements - **景顺长城标普消费精选ETF (Invesco Great Wall S&P Consumer Select ETF)** and **国泰标普500ETF (Guotai S&P 500 ETF)** will be suspended for a short period to protect investor interests [1] - **富国天丰强化债券(LOF)A** announced a cash dividend of 0.11 yuan per 10 fund shares, with a record date of July 10, 2025 [1] - **融通四季添利债券(LOF)A** will also be suspended for one hour due to dividend announcements [1] Risk Warnings and Suspensions - ***ST信通 (ST Xintong)** has published a notice regarding the removal of delisting risk warnings, but will continue to be subject to other risk warnings and will be suspended for one day [1] - Multiple bonds and securities have been suspended due to various reasons, including continuous losses and issuer applications [3][4][5][6][7][8][9]

行业周报 | 北交所 IPO 扩容提速，关注稀缺、景气、低估三条主线 北交所市场周报——250630-250704 核心结论 北交所市场复盘：当周北交所全部 A 股日均成交额达 279.8 亿元，环比下跌 17.8%。当周北证 50 收跌 1.7%，当周日均换手率达 3.1%。当周涨幅前五 大个股分别为：云创数据（42.4%）、广道数字（29.9%）、灿能电力（13.2%）、 百甲科技（12.5%）、远航精密（12.2%）；跌幅前五大个股分别为：国源科 技（11.7%）、雅葆轩（-10.5%）、长虹能源（-10.5%）、天马新材（-9.4%）、 灵鸽科技（-9.3%）。 重点新闻及政策：1）三部门发布境外投资者以分配利润直接投资税收抵免 政策：财政部等三部门发布公告，2025 至 2028 年境外投资者以中国境内居 民企业分配的利润用于境内符合条件的直接投资，可按投资额的 10%抵免当 年应纳税额。2）证监会：始终把维护市场稳定作为监管工作首要任务，推 动健全常态化稳市机制安排: 中国证监会召开会议，深入学习习近平同志在 福建的金融论述，部署资本市场落实举措，强调维护市场稳定，推动健全常 态化稳市机制，统筹改 ...

Group 1 - The central government emphasizes the high-quality development of the marine economy, with the national marine GDP expected to reach 11.18 trillion yuan in 2025, reflecting a year-on-year growth of 5.9% in 2024 [4][11][20] - The marine economy's contribution to the national GDP is projected to be 7.8%, with 15 marine industries achieving a total added value of 4.3733 trillion yuan in 2024, growing by 7.5% [21][22] - The deep-sea technology sector is identified as a key area for development, with significant investments and strategic initiatives aimed at enhancing capabilities in underwater observation, construction, and resource extraction [9][30][31] Group 2 - The report identifies 11 companies within the deep-sea economic industry chain listed on the Beijing Stock Exchange, including Audiwei (ultrasonic underwater ranging sensors), Wantong Hydraulic (hydraulic cylinders for offshore drilling platforms), and Klete (ventilation and air treatment systems) [40] - The marine engineering equipment manufacturing industry in China is experiencing a recovery, with an expected added value of 112.6 billion yuan in 2025, following a growth of 9.1% to 103.2 billion yuan in 2024 [30][33] - The report highlights the increasing market interest in deep-sea technology, with emerging sectors such as deep-sea energy storage and carbon sequestration expected to drive future growth [31][32]

Core Points - The North Exchange A-shares performed exceptionally well in the first half of 2025, with the North Exchange 50 Index reaching a new high of 1500 points, an increase of 39.45%, significantly outperforming other indices [1][2] - A total of 37 stocks doubled in value, with 138 stocks rising over 50%, indicating a strong market profit effect [1] - The merger and acquisition activities are accelerating, with Keda Control announcing the acquisition of HaiTu Technology, marking the first acquisition of a New Third Board company by a North Exchange company [1][6] Group 1: Market Performance - The North Exchange 50 Index began to rise rapidly from January 2025, despite a brief decline in April, and recovered to reach a new high on May 21 [2] - As of June 30, 2025, the North Exchange 50 Index had a cumulative increase of 39.45%, outperforming the Shanghai Composite Index, ChiNext Index, and Hang Seng Index [2] - The net asset value of several North Exchange-themed funds reached new highs in the first half of 2025, with public fund holdings in the North Exchange amounting to 6.743 billion yuan, a 24.45% increase from the end of 2024 [2] Group 2: Regulatory Actions - The North Exchange has implemented strict monitoring on *ST stocks, particularly *ST Guandao and *ST Yunchuang, due to their continuous price increases [4] - A total of 27 cases of abnormal trading behavior were subjected to self-regulatory measures, including the suspension of trading for four individuals [4][5] - The regulatory measures aim to protect the market and investors, ensuring healthy market development [5] Group 3: Mergers and Acquisitions - The North Exchange has seen a significant increase in merger and acquisition activities, with 30 important investment and acquisition events occurring since its establishment in 2022 [6] - Keda Control's acquisition of a 51% stake in HaiTu Technology for 209.1 million yuan has attracted market attention, showcasing the North Exchange's role in facilitating mergers with New Third Board companies [6] - Analysts suggest that the trend of mergers and acquisitions will continue, with a focus on resource integration and enhancing operational efficiency [7]

证券代码：835305 证券简称：*ST 云创 公告编号：2025-051 南京云创大数据科技股份有限公司 股票异常波动暨停牌核查公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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 带法律责任。 重要风险提示： 公司于 2025 年 4 月 27 日 收到中国证券监督管理委员会（以下简称"中 国证监会"） 下发的《立案告知书》。 因公司涉嫌信息披露违法违规，根据《中 华人民共和国证券法》《中华人民共和国行政处罚法》等法律法规，中国证监会 决定对公司立案。详见公司于北京证券交易所网站 （http://www.bse.cn）披露的 公告《关于公司收到中国证券监督管理委员会立案告知书的公告》（公告编号： 2025-014）。 □重大事项 □退市相关 □规定的其他停牌事项 一、停牌情况概述 （二）停牌情况及规则依据 （一）停牌事项类别 公司股票最近 3 个有成交的交易日 2025 年 7 月 2 日至 2025 年 7 月 4 日以内 收盘价涨幅偏离值累计达到 49.47%，根据《北京证券交易所交易规则（试行）》 公司本次 ...

Core Points - *ST Yun Chuang (835305) experienced a significant increase of 22.78% in its stock price, with a trading volume of 3.63 billion yuan and a turnover rate of 29.92% on the day of the report [2] - The stock was listed on the龙虎榜 due to its daily price increase, price fluctuation of 32.84%, and high turnover rate [2] - The net selling amount from the trading desks was 16.72 thousand yuan, with the top buying and selling desks being 东方财富证券 and 华西证券 respectively [2] Trading Data Summary - The top five trading desks accounted for a total transaction amount of 50.78 million yuan, with buying transactions amounting to 25.31 million yuan and selling transactions amounting to 25.47 million yuan, resulting in a net selling of 16.72 thousand yuan [2] - The largest buying desk was 东方财富证券拉萨团结路第一证券营业部, with a buying amount of 6.15 million yuan, while the largest selling desk was 华西证券上海延安西路证券营业部, with a selling amount of 6.86 million yuan [2] - Over the past six months, *ST Yun Chuang has appeared on the龙虎榜 10 times, with an average price increase of 0.36% the day after being listed and an average increase of 16.33% over the following five days [2]

New Stock Offerings - 济川药业 (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST亚振 (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - 中程退 (300208) has 10 trading days remaining until the last trading day[1] Delisting Notices - 退市锦港 (600190) has 10 trading days remaining until the last trading day[1] - 恒立退 (000622) has 7 trading days remaining until the last trading day[1] - 退市九有 (600462) has 6 trading days remaining until the last trading day[1] Trading Alerts - 工智退 (000584) has 4 trading days remaining until the last trading day[1] - 退市海越 (600387) last trading day is July 4, 2025[1] - 北方长龙 (301357) reported severe abnormal fluctuations[1]