中信建投研报表示，展望未来，理财子公司参与定增市场将呈现多元化发展趋势。一方面，随着经验积 累和能力建设，参与深度和广度将不断提升，从单纯的财务投资向战略投资延伸；另一方面，产品形态 将更加丰富，可能出现与ESG主题、科技创新等国家战略相结合的特色定增产品。同时，数字化技术应 用将更加广泛，如运用人工智能辅助定增项目筛选和定价决策，提高投资效率和精准度。这些趋势共同 预示着理财资金将成为定增市场中日益重要的参与者，对优化上市公司股权结构、促进资本市场稳定发 展发挥积极作用。 ...

Market Overview - The A-share market is experiencing a significant upward trend, with the Shanghai Composite Index closing at 3771.1 points, up 0.13% [1] - Recent market activity has led to a notable increase in stock account openings, with some brokerage firms reporting a month-on-month growth of over 300% to 400% [2][3] - However, the overall account opening volume remains significantly lower than the levels seen during the "9.24" market surge last year [2][4] Account Opening Trends - The current increase in stock account openings is primarily a month-on-month comparison, and the total volume is still below the peak levels of early this year [2][4] - Margin trading account openings are also on the rise, but the numbers are only about half of what was seen during the "9.24" market [3][4] Investor Behavior - Investors are showing a preference for ETFs and index products to mitigate the challenges of stock selection, especially in a market characterized by mixed individual stock performances [1][14] - The increase in the number of listed companies has made stock selection more difficult, leading to a rise in the popularity of ETFs among retail investors [13][14] Brokerage Strategies - Leading brokerages are shifting their focus from acquiring new accounts to activating dormant clients, recognizing the potential revenue from re-engaging existing customers [6][7] - Strategies to attract high-net-worth clients include offering algorithmic trading and customized investment advisory services, which are becoming standard offerings among top brokerages [9][10] Investment Opportunities - Analysts suggest focusing on four key investment directions: high-margin assets with low valuations, technology growth sectors, consumer sectors boosted by policy support, and companies with long-term competitive advantages [16][17][18] - The technology sector, particularly in areas like artificial intelligence and biotechnology, is highlighted as having significant investment potential [16]

南都讯 记者杨振华 实习生张媖玫 企业队伍人员结构持续优化，全市国企高企总量从3家增至15家，市 属国企信用评级显著增强。据悉，三年来，惠州市国资委深入实施国企改革深化提升行动，取得了显著 成效，主体任务完成率突破90%，预计9月底前将全面完成，全市国有企业核心功能和核心竞争力显著 增强。 成立数字化转型联盟 加快数智化转型升级 记者了解到，为构建符合惠州实际的国企改革政策支持体系，加快改革深化提升，惠州市国资委出台了 20余份改革配套制度。其中，《惠州市国资委所属企业主责主业清单》围绕水务、交通、城市建设、港 口、资本运作及产业投资六大核心领域，明确功能类企业（水务、交投、城投、港投）非主业投资比例 上限为3%，竞争类企业（国投、产投）为10%，坚决遏制盲目扩张，避免资源分散与经营风险。 明确了主责主业，市国资委将科技创新作为推动企业高质量发展的核心动能，成立数字化转型联盟，加 快市属国企数智化转型升级。 其中，市国投集团大数据公司联合广州数据交易所，累计上架进场的数据交易标的达52个，涵盖金融、 交通、旅游、低空等多个领域；市交通集团惠泊车公司依托智慧共享停车云平台，推出的"智行统计类 数据产品"，顺利获 ...

江苏省高邮市龙虬镇太宏水产专业合作社养殖基地内，虾农汤太宏抄起网，往水里一兜，就捞出数十只 青壳透亮、活蹦乱跳的高邮大虾。 汤太宏脸上笑开了花，"以前养虾是看天吃饭，品质难以把控。现在养的是生态虾，品质好，心里那叫 一个踏实。" 几年前，汤太宏的虾塘远非这般景象。传统养殖密度过大，过度投喂，水环境不堪重负，辛苦一年，亩 产利润不过一两千元。"虾苗放下去，心也跟着悬起来，密度大了怕生病，虾的质量没保障，卖不上 价。"回忆起那段日子，汤太宏眉头紧蹙。 转机始于当地推行生态养殖。在市乡两级农业农村部门的指导下，老汤的虾塘开始了一场"生态蝶 变"——转变养殖观念，改变养殖模式，塘里种植水草，水中投放花白鲢、螺蛳，岸边还建起了"跑道 式"循环水槽。"水草是天然栖息所和水体净化器，螺蛳吃掉残饵，花白鲢抑制有害蓝藻生长。"汤太宏 说。 生态养殖，悄然改写着虾农们的账本。老汤掰着指头算得实在："水干净了，虾'住'得好了，长得壮 实，品质上了个大台阶，以前是我们到处找销路，现在是客户追着塘口跑。"今年，他的200亩虾塘大虾 规格达到1斤15头。 "尝过就知道，生态虾肉质紧实、味道鲜美，营养价值更是没的说。"高邮大虾现代农业高质 ...

Group 1 - The company held its fourth meeting of the sixth board of directors on August 21, 2025, with all nine directors present, and the meeting was conducted in accordance with relevant laws and regulations [2][4] - The board approved the investment in the Qingdao Nuclear Power Equipment Capacity Enhancement Project, with an estimated fixed asset investment of 206.8 million yuan [3][10] - The board also approved the investment in the Xinjiang Lanshi Industrial Park Supporting Facilities Project, with a planned total investment of 16 million yuan [5][21] Group 2 - The Qingdao Nuclear Power Equipment Capacity Enhancement Project aims to address existing site and equipment bottlenecks and enhance the company's manufacturing capabilities for high-end nuclear power equipment [11][15] - The project will involve the construction of new heavy-duty plants and the acquisition of core equipment, with a total investment of 206.8 million yuan and an expected internal rate of return of 14.0% [15] - The project is expected to be completed by the end of 2026, providing a stable supply for the company's nuclear energy business and enhancing its competitive position in the industry [16] Group 3 - The Xinjiang Lanshi Industrial Park Supporting Facilities Project will involve the construction of a comprehensive research and development building with a total investment of 16 million yuan [20][27] - The project aims to strengthen the company's innovation capabilities and support its transition from manufacturing to intelligent and creative production [29] - The project is expected to be completed by the end of 2025, and the funding will be sourced from the company's own funds, ensuring no significant impact on the company's normal operations [28][30]

登录新浪财经APP 搜索【信披】查看更多考评等级 （九）审议通过了《关于公司以简易程序向特定对象发行股票摊薄即期回报的风险提示及采取填补措施 和相关主体承诺的议案》 根据《国务院办公厅关于进一步加强资本市场中小投资者合法权益保护工作的意见》（国办发〔2013〕 110号）、《国务院关于进一步促进资本市场健康发展的若干意见》（国发〔2014〕17号）以及《关于 首发及再融资、重大资产重组摊薄即期回报有关事项的指导意见》（证监会公告〔2015〕31号）的相关 要求，公司就本次以简易程序向特定对象发行股票事项对即期回报摊薄的影响进行了认真分析并提出了 填补回报的相关措施，相关主体对公司填补回报措施能够得到切实履行作出了承诺。 表决情况：3票同意、0票反对、0票弃权。议案审议通过。 具体内容详见公司于2025年8月22日在上海证券交易所网站（www.sse.com.cn）上披露的《关于以简易 程序向特定对象发行股票摊薄即期回报及填补回报措施和相关主体承诺的公告》（公告编号：2025- 051）。 （十）审议通过了《关于公司未来三年（2025年-2027年）股东分红回报规划的议案》 经充分考虑公司实际及发展需要，公司特 ...

Jiangsu Boqian New Materials Stock Co., Ltd. Social Responsibility Report CONTENTS edge technologies, with focuses on the core business of ultrafine nano-metallic design products tailored to the needs of diverse consumer groups worldwide, achievements, from the independent development of high-performance capacitor formulation of China's first industry standard for nickel powder used in capacitor electrodes certification, all reflect our R&D team's relentless dedication, showcase our perseverance commitment ...

中国电器科学研究院股份有限公司2025 年半年度报告 公司代码：688128 公司简称：中国电研 中国电器科学研究院股份有限公司 中国电器科学研究院股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 报告期内，公司不存在重大风险事项。公司已在本报告中详细描述可能存在的相关风险，敬 请查阅第三节"管理层讨论与分析"中有关风险的说明。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人秦汉军、主管会计工作负责人韩保进及会计机构负责人（会计主管人员）刘婷 声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的未来计划、发展战略等前瞻性描述不构成本公司对投资者的实质承诺，敬请 投资者注意投资风险。 九、 是否存在被控股股东及其 ...

深圳广田集团股份有限公司 2025 年半年度报告全文 深圳广田集团股份有限公司 二〇二五年八月 深圳广田集团股份有限公司 2025 年半年度报告全文 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、 完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法 律责任。 公司负责人严静、主管会计工作负责人李辉及会计机构负责人(会计主管 人员)屈才云声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告所涉及的未来计划等前瞻性陈述可能受宏观经济环境、市场环境 等因素的影响而存在一定的不确定性，不构成公司对投资者的实质性承诺， 投资者及相关人士均应对此保持足够的风险认识，并且应当理解计划、预测 与承诺之间的差异。公司在本报告第三节"管理层讨论与分析"的"公司面 临的风险和应对措施"部分描述了公司未来经营中可能面临的风险。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 深圳广田集团股份有限公 司 2025 年半年度报告全文 深圳广田集团股份有限公司 2025 年半年度报告全文 一、载有公司法定代表人、主管会计工作负责人、会计机构负责 ...

Core Viewpoint - The A-share market has shown significant upward momentum since the introduction of a series of macro policies last September, with the Shanghai Composite Index rising from nearly 2900 points to over 3700 points, indicating a robust recovery driven by effective macroeconomic policies [1] Group 1: Macro Policy Impact - The macro policies initiated in September 2022 have focused on stabilizing economic growth through coordinated monetary and fiscal measures, which have laid a solid foundation for the market's development [2] - The People's Bank of China has implemented a comprehensive policy mix, including two rounds of reserve requirement ratio cuts, releasing approximately 2 trillion yuan in long-term funds, and maintaining liquidity in the financial market [2] - Fiscal policies have emphasized increasing expenditure intensity and optimizing expenditure structure, with a notable 45% year-on-year increase in the issuance of local government special bonds, amounting to 2.16 trillion yuan in the first half of the year [3] Group 2: Investment and Market Dynamics - The continuous increase in fiscal policy support and the expansion of local special bond issuance have provided a solid foundation for market stability, with the overall funding environment remaining loose [4] - Policies have been directed towards fostering new strengths in the capital market, particularly in technology innovation and industrial upgrades, which have reshaped the value logic of the capital market [5] - The issuance of science and technology innovation bonds has surged, with 788 bonds issued since May 7, totaling 980.25 billion yuan, reflecting a 102.05% increase in quantity and a 159.09% increase in scale compared to the previous year [5] Group 3: Structural Changes in the Market - The focus on nurturing new productive forces has led to significant policy support for emerging industries, with the proportion of technology companies among A-share listed companies increasing from 12% to 27% over the past decade [6] - The revenue compound growth rates for companies in the new generation information technology and new materials sectors have reached 12.5% and 17.9% respectively over the past five years, indicating strong performance in these areas [6] - The targeted policy measures have not only strengthened economic growth but also fostered a consensus on "premium assets" in the capital market, enhancing investor recognition of companies with core competitiveness [6][7]