| | | 8月25日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 同林股份 | 无任何石墨烯产业的相关业务 | | 项目投资 | 赫美集团 | 长治聚能拟投资建设沁源乔龙沟综合能源岛项目 | | H股上市 | 华依科技 | 筹划发行H股股票并在香港联合交易所上市相关事项 | | 中标 | 温成国际 | 中标知名跨境电商平台之一的华东区域核心智慧仓运营服务项目 | | 股权收购 | 兴发集团 | 拟以8.55亿元收购桥沟矿业50%股权 | | 回购 | 科威尔 | 累计回购1.1788%股份 回购方案已实施完毕 | | 业绩 | 天孚通信 | 上半年净利润8.99亿元 拟10派5元 | | 增减持 | 华扬联众 | 控股股东湘江集团拟增持1%至2%股份 | | | 恒生电子 | 董事蒋建圣拟减持不超0. 42%股份 | | 其他 | 探路者 | 拟向实控人李明及其控制的企业通域合盈定增募资不超19.30亿元 | | | 金固股份 | 收到阿凡达低碳车轮项目定点通知 目 | 【热点】 汇顶科技(603160.SH)：总裁柳玉平因涉嫌内幕交易被证监会 ...

格隆汇8月25日丨园林股份(605303.SH)公布股票交易风险提示公告，公司关注到近期市场存在关于公司 控股子公司杭州芸合科技发展有限公司（简称"芸合科技"）的参股公司浙江云针信息科技有限公司（简 称"云针科技"）的相关报道。公司控股子公司芸合科技仅参股云针科技15%股权，公司对云针科技不构 成控股关系。截至目前，云针科技尚处于技术成果转化的初期阶段，经营基本面未发生重大变化，其业 务规模较小，且仍处于亏损状态，敬请广大投资者理性投资，注意投资风险。 公司与国家石墨烯创新中心、泰安市高新区管委会、宁波烯引力智能科技有限公司、泰开集团有限公 司、山东路德新材料股份有限公司（简称"协议相关方"）签署了《框架协议》，本协议仅为各方就合作 内容达成的初步意向，不涉及具体业务金额。目前公司无任何石墨烯产业的相关业务，亦无任何相关人 才和技术储备，框架协议的签署对公司经营业绩无任何影响，敬请广大投资者理性投资，注意投资风 险。 ...

重要内容提示： ? 二级市场交易风险：杭州市园林绿化股份有限公司（以下简称"公司"） 股票于 2025 年 8 月 20 日、8 月 21 日、8 月 22 日连续三个交易日内收盘价格涨 幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股 票交易异常波动情况。公司自 2025 年 8 月 18 日至 2025 年 8 月 22 日股票二级市 场价格累计涨幅超 60%，涨幅显著高于同行业上市公司，但公司基本面未发生重 大变化，存在市场情绪过热及非理性炒作的情形，公司特别提醒投资者注意二级 市场交易风险，理性决策，审慎投资。 杭州市园林绿化股份有限公司 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。 ? 估值过高风险：根据中证指数有限公司发布的最新数据，公司所处土木 工程建筑业最新动态市净率为 0.61，截至 2025 年 8 月 22 日收盘，公司最新动态 市净率为 3.19，公司动态市净率显著高于所处土木工程建筑业平均水平，存在估 值过高的风险，敬请广大投资者理性决策，注意投资风险。 证券代码：6053 ...

Core Viewpoint - Huali Family Co., Ltd. reported a significant increase in revenue for 2024, but also faced substantial net losses, indicating a "revenue growth without profit" situation [2]. Financial Performance - The company achieved an operating revenue of 353 million yuan in 2024, representing a year-on-year increase of 118.47% compared to 161 million yuan in 2023 [3]. - The net loss attributable to shareholders was 34.42 million yuan, a decline of 159.37% from a profit of 57.97 million yuan in the previous year [3]. - The net profit after deducting non-recurring gains and losses was a loss of 38.45 million yuan, compared to a profit of 44.83 million yuan in 2023 [3]. - Cash generated from operating activities was a negative 223.69 million yuan, an improvement from a negative 347.30 million yuan in 2023 [3]. Business Segments - The real estate segment showed mixed performance, with projects in Shanghai and Suzhou driving revenue growth, while the overall market downturn led to a 19.23 percentage point decline in gross margin [2][4]. - The increase in revenue was primarily due to the higher turnover of the Suzhou project, despite the adverse market conditions [2]. - The company’s investment in Xiamen International Bank, which has not paid dividends for five consecutive years, resulted in a reduction of approximately 50 million yuan in investment income, further pressuring financial performance [2]. Emerging Business Challenges - The graphene industry, which the company has invested in for years, continues to struggle, with revenue from graphene derivatives dropping to only 17,000 yuan, a decrease of 72.42% year-on-year [4]. - Subsidiaries in Ningbo and Chongqing are still operating at a loss, and new ventures like South River Robotics have yet to contribute effectively to profitability [4]. - Efforts to revitalize assets through fund investments have not yet yielded significant returns, and the exit from the Ruile Culture project has not been fully realized, making it difficult to improve financial performance in the short term [4].

Core Viewpoint - The establishment of the "Graphene Life Health Alliance" in Shenzhen marks a significant step in promoting the application of graphene in the health sector, highlighting the city's commitment to becoming a leader in the graphene industry and its potential for future growth in various fields, including healthcare and technology [1][2][3]. Industry Development - Shenzhen is recognized as a pioneer in the graphene industry, having established the Graphene Application Technology Research Institute in 2015 to promote collaboration between academia and industry [2][3]. - The city has launched multiple initiatives and policies to support the development of the graphene industry, including the "20+8" industrial cluster strategy and the "Implementation Plan for Accelerating the Development of the Graphene Industry (2021-2023)" [2][3]. - The Guangdong provincial government has invested 30 billion yuan in a health fund to support the application of graphene in medical fields [2]. Research and Innovation - The newly formed "Graphene Life Health Alliance" includes prominent universities and research institutions, aiming to foster high-quality development in the graphene health industry [3][4]. - The alliance's establishment is seen as a new starting point for collaborative innovation in graphene applications, integrating resources from various sectors [4]. Market Trends and Projections - The Chinese graphene market is projected to reach 38.6 billion yuan in 2023, with a growth rate of 15.22%, and is expected to exceed 100 billion yuan in the future [9][10]. - By 2030, the global graphene market is anticipated to reach approximately 51.8 billion USD, indicating significant growth potential [9][10]. Competitive Landscape - Shenzhen's graphene industry is positioned in the first tier nationally, with strong production capabilities and a market share exceeding 20% among leading companies [7][10]. - The industry is characterized by a tiered competition structure, with first-tier companies like BetterRay and Fangda Carbon, and second-tier specialized firms focusing on niche technological breakthroughs [7]. Challenges and Recommendations - Despite its advancements, Shenzhen faces challenges from market irregularities, including counterfeit graphene products, which necessitate the establishment of industry standards [5]. - To maintain its leading position, Shenzhen must enhance its industrial chain integration and focus on scaling up graphene applications in electronics and high-end manufacturing [10].