证券代码：601606 证券简称：长城军工 公告编号：2025-028 安徽长城军工股份有限公司 股票交易严重异常波动公告 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。 全文内容详见上海证券交易所网站 （www. sse.com.cn）。 重要内容提示： ● 截至2025年6月30日收盘，安徽长城军工股份有限公司（以下简称"长城军工" 或"公司"）股票连续10个交易日内（2025年6月18日至6月30日）收盘价格涨幅偏离 值累计超过100%，根据《上海证券交易所交易规则》有关规定，属于股票交易严重异 常波动情况。目前，公司股票波动严重异常，存在市场情绪过热的情形，可能存在非 理性炒作，公司股票击鼓传花效应十分明显，交易风险极大，存在短期大幅下跌的风 险。敬请广大投资者理性投资，注意投资风险。 ● 经公司自查并向控股股东及实际控制人核实，不存在应披露而未披露的重大事 项。公司特别提醒广大投资者，注意二级市场交易风险。 ● 相关风险提示： 股票短期涨幅严重高于同期行业指数及上证指数涨幅，但公司基本面没有重大变化，也 不存在应披露 ...

本文字数：593，阅读时长大约1分钟 2025.06. 30 6月30日晚，长城军工（601606.SH）发布股票交易严重异常波动公告，截至6月30日收盘，公司股票连续10个交易日内收盘价格涨幅偏离值累计超过 100%。目前，公司股票波动严重异常，存在市场情绪过热的情形，可能存在非理性炒作，公司股票击鼓传花效应十分明显，交易风险极大，存在短期 大幅下跌的风险。 证券代码:601606 证券简称:长城军工 -- 2.业绩风险:根据《安徽长城军工股份有限公司2024年年度报告》,2024年归属于 上市公司股东的净利润为-363.277,070.70元,归属于上市公司股东的扣除非经常性损 益的净利润为-377,999,295.21元,公司特别提醒投资者注意业绩风险。《安徽长城军 工股份有限公司2024年年度报告》全文内容详见上海证券交易所网站(www.sse.com. cn）。 公告编号:2025-028 安徽长城军工股份有限公司 股票交易严重异常波动公告 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: ● 截至20 ...

Core Viewpoint - The company, Changcheng Military Industry, has experienced significant abnormal fluctuations in its stock price, with a cumulative deviation of over 100% in closing price over the last 10 trading days, indicating potential irrational speculation in the market [1] Summary by Relevant Categories Stock Performance - The stock price of Changcheng Military Industry has shown severe abnormal volatility, with a cumulative closing price deviation exceeding 100% over a span of 10 trading days [1] Market Speculation - The company suggests that the abnormal stock fluctuations may be due to irrational speculation, highlighting a high level of trading risk [1] Company Communication - The company has not identified any media reports or market rumors that could significantly impact its stock trading price [1] - The company has issued a special reminder to investors regarding the risks associated with secondary market trading, performance risks, and the potential dangers of excessive short-term stock price increases [1]

Core Viewpoint - The company, Great Wall Military Industry (601606.SH), has reported that its daily operations have not undergone significant changes, despite the stock experiencing abnormal trading fluctuations and potential short-term risks of a sharp decline [1] Group 1: Business Overview - The company's main business is divided into two segments: specialty products and civilian products, with specialty products being the primary focus [1] - Civilian products include pre-stressed anchoring series, high-speed rail and urban rail dampers, automotive air conditioning compressors, and plastic products, which are involved in research, production, and sales [1] Group 2: Stock Performance - The company conducted a self-inspection and confirmed that its production and operational activities are normal, with no significant events affecting the abnormal stock trading fluctuations [1] - The stock price has seen a significant short-term increase, outpacing the industry index and the Shanghai Composite Index, indicating a potential overheating market sentiment and high speculation risk [1] - As of June 30, 2025, the closing stock price was 29.05 yuan per share, which is at a historical high, suggesting a risk of a sharp decline in the short term [1]

Core Viewpoint - After a significant increase in stock price, major shareholders of Hotgen Biotech (688068.SH) plan to reduce their holdings to cash out [2][11]. Shareholder Reduction Plans - Shareholder Zhou Xin intends to reduce his holdings by no more than 1.94% of the company's total shares, equating to 180,000 shares, within three months [3][4]. - Zhou Xin currently holds 7.34% of Hotgen Biotech's shares, amounting to 680,660 shares [4]. - If the maximum reduction is executed at the closing price of 137.30 CNY per share on June 25, Zhou Xin could cash out approximately 247 million CNY [5][6]. Historical Context of Shareholder Reductions - Zhou Xin's planned reduction follows a similar pattern observed in 2021, where he and other shareholders executed high-level cash-outs after stock price surges [8][12]. - In 2021, Zhou Xin reduced his holdings from 10.35% to 8.48%, cashing out approximately 102 million CNY at prices ranging from 36.89 to 199.5 CNY per share [10]. Recent Performance and Financials - Hotgen Biotech's stock price has surged approximately fivefold from 23.08 CNY per share on September 23, 2024, to 137.30 CNY per share on June 25, 2024 [7]. - The company has experienced significant financial distress, reporting a loss of 191 million CNY in 2024 and a further loss of 24 million CNY in the first quarter of the same year [17][18]. - Revenue has declined sharply from 35.57 billion CNY in 2022 to 5.11 billion CNY in 2024, marking a decrease of 84.78% year-on-year [17]. Business Operations and Market Position - Hotgen Biotech specializes in in vitro diagnostics (IVD) and has seen fluctuating performance due to the COVID-19 pandemic, with revenues peaking at 5.14 billion CNY in 2020 [15][16]. - The company has been involved in the development of various COVID-19 testing products, which initially drove significant revenue growth [15]. - However, as the pandemic subsided, the company's revenue and net profit have sharply declined, leading to concerns about its future profitability [17][18]. Research and Development Trends - The company's R&D investment has been decreasing, with expenditures dropping from 191 million CNY in 2022 to 113 million CNY in 2024 [18]. - Despite the decline in financial performance, the company has invested in several innovative pharmaceutical companies, although these ventures have yet to yield profits [18].

Core Viewpoint - Platinum prices have experienced significant volatility, with a notable drop of 5.90% on June 27, 2023, closing at $1,337.30 per ounce, despite a year-to-date increase of 47.93% [1][4][9] Group 1: Market Performance - Platinum has become one of the best-performing precious metals in the first half of the year, driven by investment overflow from rising gold prices, which increased by approximately 24% during the same period [4][5] - The price of platinum surged dramatically, with a cumulative increase of 42.49% from May 20 to June 26, 2023, reaching an intraday high of $1,435.22 per ounce on June 27 [6][9] Group 2: Supply and Demand Dynamics - The World Platinum Investment Council reported a 10% year-on-year decline in global platinum supply to 45 tons in Q1 2023, while demand rose by 10% to 71 tons, indicating a supply-demand imbalance [6] - Investment demand for platinum surged by 28% quarter-on-quarter to 14 tons, with monetary demand increasing by 17% year-on-year to 2 tons [6] Group 3: Investor Sentiment and Market Risks - Industry insiders suggest that the recent price surge is driven by speculative trading and the push for platinum as a substitute for gold, with a cautionary note on potential volatility in the future [7][8] - Analysts express a cautious outlook on future price movements, indicating that the recent sharp increases and subsequent declines may lead to further fluctuations [8] Group 4: Market Behavior and Recovery - Despite the rising prices, the platinum recycling market remains subdued, with recovery prices around 200 yuan per gram, significantly lower than current market prices [5] - Retail sales of platinum jewelry are lagging behind gold, with consumers often preferring K-gold due to shorter processing times and similar pricing [5]

油料产业风险管理日报 2025/06/27 边舒扬（投资咨询证号：Z0012647） 靳晚冬（期货从业证号：F03118199） 投资咨询业务资格：证监许可【2011】1290号 油料价格区间预测 | 价格区间预测（月度） | 当前波动率（20日滚动） | 当前波动率历史百分位（3年） | | --- | --- | --- | | 豆粕：2800-3300 | 12.5% | 19.4% | | 菜粕：2450-2750 | 0.1857 | 0.3888 | source： 南华研究,同花顺 油料套保策略表 | 行为导向 | 情景分析 | 现货敞 | 策略推荐 | 套保工 | 买卖方 | 套保比例 | 建议入场 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 口 | | 具 | 向 | （%） | 区间 | | 贸易商库存 | 蛋白库存偏高，担心粕类价格下跌 | 多 | 为了防止存货叠加损失，可以根据在企业库存情况，做空豆粕期货来锁定利 | M250 | 卖出 | 25% | 3300-340 | | 管理 | | | 润，弥补企业的生产 ...

和讯自选股写手 风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投 资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨 询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保 证和承诺。 下个周期，谁来带头？ 市场当前有固态电池、稳定币 + 金融、军工三条主线。固态和稳定币今日高位分歧、低位补涨，金融 股前排延续、后排分化，军工继续加强。预计固态和稳定币明日强分化，军工明日开始分化。分化后这 三条线能否走强待察，可关注：一是分化调整时有无活跃品种；二是分化后有无新领涨品种，若有主线 地位或降低；三是 7 月中报业绩炒作是否到来。目前部分中报业绩预报股如泰凌微、广大特材获高溢 价，AI 算力核心股如新易盛等创新高。AI 算力、半导体等业绩预期方向走势将影响三条主线最终走 向。投资有风险，入市需谨慎。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 股票名称["四方精创","京北方","泰凌微","广大特材","新易盛","胜宏科技"] 板块名称["固态电池","稳定币+金融","军工 ...

油料产业风险管理日报 2025/06/24 边舒扬（投资咨询证号：Z0012647） 靳晚冬（期货从业证号：F03118199） 投资咨询业务资格：证监许可【2011】1290号 油料价格区间预测 | 价格区间预测（月度） | 当前波动率（20日滚动） | 当前波动率历史百分位（3年） | | --- | --- | --- | | 豆粕：2800-3300 | 9.5% | 5.9% | | 菜粕：2450-2750 | 0.1551 | 0.1961 | 2、到港方面看，7月1150万吨，8月950万吨，三季度供应仍偏宽裕，四季度缺口关注中美关系。 source： 南华研究,同花顺 油料套保策略表 | 行为导向 | 情景分析 | 现货敞 | 策略推荐 | 套保工 | 买卖方 | 套保比例 | 建议入场 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 口 | | 具 | 向 | （%） | 区间 | | 贸易商库存 | 蛋白库存偏高，担心粕类价格下跌 | 多 | 为了防止存货叠加损失，可以根据在企业库存情况，做空豆粕期货来锁定利 | M25 ...

自6月13日以来，山东墨龙（002490.SZ）股价狂飙，连续7个交易日录得涨停板，累计涨幅超95%。这 波暴涨背后，多个知名游资席位频繁现身龙虎榜，叠加中东地缘政治局势持续趋紧推动油气板块热度，点 燃市场炒作情绪。 然而，在股价飙升的背后，山东墨龙基本面承压。尽管2024年通过处置子公司大幅减亏，但主营业务仍 面临增收不增利困境，扣非归母净利润连续5年亏损，二股东智梦控股及其一致行动人则高位减持，合计 减持公司股份占总股本的比例高达17%。 截至6月23日收盘，山东墨龙再次涨停，报收7.72元/股，但当日盘中多次开板回封，换手率超30%，主 力资金流出7553万元，多空博弈激烈。 2025.06. 23 本文字数：2134，阅读时长大约4分钟 作者 | 第一财经 王媛丽 今年以来，山东墨龙股价一路飙升，而公司基本面仍面临诸多挑战。2024年山东墨龙实现营业总收入 13.56亿元，同比增长2.95%，结束连续两年营收下滑趋势，但归母净利润亏损4369.98万元，虽较 2023年的亏损5.67亿元大幅减亏，但仍处于亏损状态。 游资助推录得7连板 因近期股价暴涨，山东墨龙连发3份股价异动公告提示风险，自6月13日 ...