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、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。 公司负责人刘路坷、主管会计工作负责人岳敏及会计机构负责人(会计主 管人员)武武声明：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。 报告中所涉未来计划等前瞻性陈述，不代表对公司未来盈利预测，不构成 公司对投资者的实质承诺，敬请投资者注意投资风险。公司在本报告"第三节 十、公司面临的风险和应对措施"中，已详细描述公司可能面临的风险及公司 拟应对措施，敬请投资者查阅。 公司计划不派发现金红利，不送红股，不以公积金转增股本。此外，公 司 1 亿元（含）-2 亿元（含）回购股份并注销的方案已于 2025 年 8 月 7 日首 次实施。 第 1 页 共 162 页 第 2 页 共 162 页 （一）载有公司负责人、主管会计工作负责人、会计机构负责人签名并盖章的财务报表； （二）报告期内公开披露过的所有公司文件的正本及公告的原稿； （三）载有公司法定代表人签名的 2025 年半年度报告文本。 第 3 页 共 162 页 ...

石大胜华新材料集团股份有限公司向特定对象发行A股股票，发行数量为30,021,014股，发行价格为 33.31元/股，募集资金总额为999,999,976.34元，募集资金净额为982,169,508.71元。新增股票将于2025 年8月21日在上交所主板上市，投资者认购的股票自发行结束之日起6个月内不得转让。本次发行对象为 7名，包括国投证券国际金融控股有限公司-4号投资计划、星河证券有限公司-永安中国机会投资5号 QFII专户、李桂芳、诺德基金管理有限公司、财通基金管理有限公司、华安证券资产管理有限公司和华 菱津杉（天津）产业投资基金合伙企业（有限合伙）。本次发行完成后，公司增加30,021,014股有限售 条件流通股，控股股东仍为石大控股，实际控制人仍为青岛西海岸新区国有资产管理局。本次发行募集 资金主要用于主营业务拓展和完善，有助于提高公司盈利水平。本次发行不会导致公司控制权发生变 化，股权结构符合上市条件。 截至2025年8月22日收盘，石大胜华（603026）报收于37.49元，较上周的37.38元上涨0.29%。本周，石 大胜华8月21日盘中最高价报38.2元。8月21日盘中最低价报36.88元 ...

截至2025年8月22日收盘，绿田机械（605259）报收于28.24元，较上周的27.42元上涨2.99%。本周，绿 田机械8月21日盘中最高价报30.24元，股价触及近一年最高点。8月18日盘中最低价报27.24元。绿田机 械当前最新总市值48.71亿元，在专用设备板块市值排名84/177，在两市A股市值排名3431/5152。 本周关注点 股本股东变化 近日绿田机械披露，截至2025年6月30日公司股东户数为6865.0户，较3月31日减少85.0户，减幅为 1.22%。户均持股数量由上期的2.48万股增加至2.51万股，户均持股市值为49.27万元。 业绩披露要点 公司公告汇总 绿田机械股份有限公司2025年半年度报告摘要显示，总资产2660168759.50，比上年度末减少2.80%。归 属于上市公司股东的净资产1734325034.38，比上年度末增加2.20%。营业收入1307146855.67，比上年 同期增加29.97%。利润总额157652137.25，比上年同期增加66.83%。归属于上市公司股东的净利润 140474230.85，比上年同期增加64.36%。经营活动产生的现金流量净额1 ...

证券代码：002637 证券简称：赞宇科技 赞宇科技集团股份有限公司投资者关系活动记录表 编号：2025-004 | 投资者关系活 | □特定对象调研 □分析师会议 | | | | | --- | --- | --- | --- | --- | | 动类别 | □媒体采访 □业绩说明会 | | | | | | □新闻发布会 □ 路演活动 | | | | | | □现场参观 | | | | | | （ 电话会议 ） 其他 | | | | | 参与单位名称 | 国信证券杨林，薛聪，张歆钰，浙商证券汤永俊，中信证 | | | | | 及人员姓名 | 券裘科，民生证券曾佳晨等。 | | | | | 时间 | 年 月 日 2025 8 21 10:00-11:00 | | | | | 地点 | | | 杭州市西湖区古墩路 号赞宇大厦 会议室 702 1812 | | | 上市公司接待 | 董秘徐强、证券事务代表郑乐东 | | | | | 人员姓名 | | | | | | | 双方就公司 2025 年半年报的经营业绩、项目建设等相 | | | | | | 关问题进行了沟通，相关问答记录如下： | | | | | | 公 ...

无 第二节 公司基本情况 公司代码：605259 公司简称：绿田机械 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2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。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5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 2.3前10名股东持股情况表 单位: 股 ■ 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 2.5控股股东或实际控制人变更情况 2.1公司简介 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ □适用 √不适用 2.6在半年度报告批准报出日存续的债券情况 □适用 √不适用 第三节 重要事项 公司应当根据重要性原则，说明报告期内公司经营情况的重大变化，以及报告期内发生的对公司经营情 况有重大影响和预计未来会有重大影响的事项 □适用 √不 ...

期货日报记者了解到，山东作为我国重要的工业和农业大省，能源、金属、化工、农产品等产业发达， 期货市场发展基础雄厚。在相关政府部门的大力支持和市场各方的共同努力下，山东辖区期货市场呈现 稳健发展态势，服务实体经济功能得到有效发挥。 尽管套期保值能提升企业经营稳定性，增强产业链韧性，但期货市场独有的保证金、交割、结算等制度 较为复杂，对相关监管部门提出了更高要求。比如，交易所作为一线监管机构，需对每笔交易实时监 测，及时发现并处理违规交易行为，而地方国资部门也涉及企业套保业务的监管和风控，现货管理部门 涉及大宗商品价格监测，金融、财政、审计、税务等部门涉及套保的税务处理、事后审查等。 "期货市场在服务企业风险管理的同时，也对政府监管工作提出了新要求。如何准确认识期货市场功能 作用、规范企业期货交易行为、科学评估期货套期保值效果，已成为有关职能部门的共同课题。希望通 过本次培训，能进一步加深对期货工具的了解和认识，促进各部门之间的学习交流，在更广泛领域谋求 工作的融合点。我们将坚持防风险和促发展并举，加强监管，引导辖区期货经营机构有效发挥期货市场 在优化结构、畅通循环、稳定增长中的作用。"山东证监局相关处室负责人说 ...

Core Viewpoint - The 2025 China (Zhengzhou) International Futures Forum highlighted the increasing importance of PTA and bottle chip futures amid global uncertainties, emphasizing the need for risk management tools in the trading community [1] Group 1: Market Dynamics - Global market faces multiple uncertainties in 2025, yet trade growth is anticipated despite trade wars and geopolitical tensions [1] - The demand for bottle chips remains resilient, with China accounting for 29% of global bottle chip demand, serving as a key driver in the market [1] Group 2: Risk Management - Participants in bottle chip trade are increasingly seeking stable and transparent risk management tools due to heightened market volatility [1] - Gareth Lamb from Jabil has utilized bottle chip futures for hedging against cross-border price fluctuations over the past 12 months [1] Group 3: Future Engagement - Jabil is actively promoting the cross-border use of Zhengzhou Commodity Exchange futures products, encouraging PTA buyers to shift from fixed pricing to futures pricing [1] - Customized risk management solutions are being developed for international entities, particularly small and medium-sized traders and processors, to facilitate access to the Chinese futures market [1]

Group 1: Report Information - Report Name: Carbonate Lithium Futures Daily Report [1] - Date: August 19, 2025 [2] - Researchers: Zhang Ping, Yu Feifei, Peng Jinglin [3][4] Group 2: Market Review and Operation Suggestions - **Market Performance**: Carbonate lithium futures rose significantly, with the main contract breaking through 90,000 yuan during the session. The spot price of electric carbon increased by 1,900 yuan to 84,600 yuan, Australian ore rose by 45 to 1,035, lithium mica ore rose by 85 to 2,185, 5-series power-type ternary materials rose by 500, and lithium iron phosphate rose by 515. The production profit of salt plants purchasing lithium spodumene narrowed to 1,069, and the production loss of salt plants purchasing lithium mica expanded to 4,968. The current futures price has a premium of over 4,000 yuan over the spot price [12]. - **Main Drivers**: The rise was mainly due to the news that the mining license of Qinghai Xitai Jinaier Salt Lake of CITIC Guoan expired, and short - term disturbances in the resource side were the main cause of lithium price fluctuations [12]. - **Outlook**: The high supply is expected to remain unchanged in the short term, but the market's short - term trading sentiment is still concentrated on the production cuts and suspensions in the lithium resource sector. It is expected that the price of carbonate lithium is likely to rise and difficult to fall [12]. Group 3: Industry News - **Ganfeng Lithium**: On August 18, Ganfeng Lithium stated on the interactive platform that the future reversal of lithium prices depends on the intensity of supply - side clearance and the pace of demand growth. The company is optimistic about long - term lithium demand, will adjust production capacity flexibly and optimize hedging strategies, and the current volume of carbonate lithium futures hedging is low [13]. - **India's Policy Proposal**: India proposed to reduce the goods and services tax for entry - level two - wheelers, small cars, and hybrid passenger cars, and the proposal is expected to be implemented before October [13]

Group 1 - The article highlights the importance of futures trading in managing risks and enhancing competitiveness in cross-border trade, particularly in the context of changing global trade dynamics [1][5] - Xiamen Guotai Petrochemical successfully negotiated a PTA order with European buyers by utilizing a basis pricing strategy, which allowed them to secure a reasonable profit margin despite price negotiations [1][5] - Xiamen Jianfa combined hedging with basis trading in their procurement of Australian rapeseed meal, effectively managing price fluctuations and avoiding significant losses through strategic use of futures contracts [2][5] Group 2 - The article discusses the use of options by Wucai Zhongda Chemical Group to mitigate risks associated with importing Ukrainian sunflower meal during a crisis, demonstrating the effectiveness of dual insurance strategies in cross-border trade [3][4] - Wucai Zhongda also employed futures contracts to hedge against price declines in peanut procurement from Senegal, showcasing innovative risk management techniques in volatile markets [4] - The active trading of agricultural futures on the Zhengzhou Commodity Exchange has significantly improved companies' risk management capabilities and enhanced their market competitiveness in international agricultural trade [5]

Core Insights - The launch of the container shipping index (European route) futures has provided a powerful tool for managing price risks in the shipping and trade export sectors, especially amid high volatility in freight rates [1][2] Group 1: Market Performance - As of August 15, 2025, the container shipping index (European route) futures have recorded a total of 483 trading days, with a cumulative trading volume of 61.0491 million contracts and a cumulative trading value of 5.28 trillion yuan [1] - The average daily trading volume stands at 126,400 contracts, with an average daily trading value of 10.942 billion yuan, and the end-of-period open interest is 79,500 contracts [1] Group 2: Industry Participation - The participation of shipping industry chain enterprises in the futures market has gradually increased, with stakeholders including shippers and logistics companies actively engaging in hedging activities [2][3] - Freight forwarding companies are particularly active in using the futures for risk management, as they face significant uncertainties in pricing for long-term contracts [3] Group 3: Challenges in Participation - Shipping industry clients face several challenges in participating in the futures market, including a lack of understanding of financial instruments and the complexities of price fluctuations driven by both supply-demand fundamentals and macroeconomic events [4][5] - There is a need for futures companies to provide more training and educational resources to help shipping enterprises build a solid understanding of hedging strategies [4] Group 4: Future Outlook - The futures market for the container shipping index (European route) is expected to see a diversification of hedging participants and the development of new hedging models, including non-traditional over-the-counter hedging options [6] - Increased participation from shipowners and the potential for shipping companies to engage in futures for price risk management is anticipated as awareness of the futures market grows [6][7]