Core Viewpoint - ST Ovi (002231.SZ) has not repaid a significant amount of non-operating funds occupied by its shareholders and related parties, totaling 184 million yuan as of June 30, 2025 [1][4]. Group 1: Non-Operating Fund Occupation - As of the end of 2024, the balance of occupied funds was 208 million yuan, which was adjusted to 197 million yuan after accounting for repayments and other factors [3]. - In January 2025, Shanghai Donghexin and its related parties occupied an additional 43.75 million yuan through prepayment for raw material purchases [3]. - By June 30, 2025, only 60.045 million yuan had been repaid in cash, despite previous commitments to repay all occupied funds by the end of June 2025 [4]. Group 2: Legal Actions and Repayment Plans - ST Ovi has initiated civil lawsuits against related parties to recover 81.866 million yuan and is considering further legal actions, including criminal reports [4]. - The company has communicated with Shanghai Donghexin and its actual controllers to develop a feasible repayment plan [4]. Group 3: Financial Performance - ST Ovi has reported losses for three consecutive years, with net losses of 53.182 million yuan in 2022, 34.2048 million yuan in 2023, and 46.1147 million yuan in 2024 [5]. - Despite a 68.93% increase in revenue to 291 million yuan in 2024, the company experienced a 34.82% decline in net profit due to significant credit impairment losses and inventory write-downs [5]. - In the first quarter of 2025, ST Ovi's revenue dropped by 77.92% to 22.4977 million yuan, with a net loss of 6.3394 million yuan, a 57.48% decline year-on-year [6].

证 券 研 究 报 告 谁卷？谁赢？——反内卷行业比较 2025年7月8日 证券分析师：姚 佩 执业编号：S0360522120004 邮箱：yaopei@hcyjs.com 证券分析师：丁炎晨 执业编号：S0360523070005 邮箱：dingyanchen@hcyjs.com 本报告由华创证券有限责任公司编制 卖的出价或询价。本报告所载信息均为个人观点，并不构成对所涉及证券的个人投资建议。 请仔细阅读PPT后部分的分析师声明及免责声明。 @2021 华创 版权所有 谁卷？谁赢？——反内卷行业比较 证 券 研 究 报 告 ┃ 摘要 证监会审核华创证券投资咨询业务资格批文号：证监许可（2009）1210 号 2 • 7/1中央财经委会议聚焦供给侧优化和"反内卷"竞争，参考2015-2016年供给侧改革经验，后续相关产业有望出台具体方案。 • "反内卷"重点行业：高库存、高CAPEX、低产能利用率、价格水平低。从库存、CAPEX、产能利用率、价格水平4个角度筛选当前"内卷" 程度更高的行业，也是下半年政策发力的重点领域。周期：化工（化学制品、橡胶、非金属材料），有色（能源金属等），煤炭，钢铁（普钢、 冶钢原 ...

较强 趋势方向 主力成本分析 47.37 元 联瑞新材688300 时间: 2025年7月7日星期一 63.24分综合得分 当日主力成本 45.86 60日主力成本 周期内涨跌停 过去一年内该股 元 5日主力成本 44.12 元 20日主力成本 42.08 元 涨停 0次 跌停 0 次 北向资金数据 | 持股量62.72万股 | 占流通比0.33% | | --- | --- | | 昨日净买入6.67万股 | 昨日增仓比0.036% | | 5日增仓比0.011% | 20日增仓比0.012% | 技术面分析 46.55 短期压力位 44.70 短期支撑位 46.55 中期压力位 41.10 中期支撑位 股价突破短期压力位，短线有望走强； 股价突破中期压力位，中线有望走强 K线形态 ★跳空缺口★ 注意向上还是向下跳空，出现向上跳空缺口，并伴有较大的成交量时，可积极参与；若出现向下 跳空缺口，说明市况已发生逆转，原来的升势已经结束，继续下跌的可能性很大 ★长上影★ 表明行情上档压力沉重,升势受阻 2025年07月07日的资金流向数据方面 | 主力资金净流入4872.78万元 | | --- | | 占总成交额 ...

Core Insights - The 27th China Association for Science and Technology Annual Conference focused on aerospace metal materials, highlighting recent research advancements and technological breakthroughs in the field [1] Group 1: Expert Contributions - Professor Chen Ruirun from Harbin Institute of Technology presented on "The Organization Construction and Performance of Ultra-High Strength Titanium Alloys" [3] - Professor Li Hongyi from Beijing University of Technology discussed "Research on Titanium Dioxide Nanotube Array Solid Lubricating Materials on Titanium Surface" [5] - Researcher Li Jinguo from the Institute of Metal Research, Chinese Academy of Sciences, covered "R&D of Additive Manufacturing High-Temperature Alloy Materials and Processes" [5] - Professor Wang Junsheng from Beijing Institute of Technology presented on "Intelligent Design and Processing of Aerospace Aluminum-Lithium and Magnesium-Lithium Alloys" [7] Group 2: Discussion Topics - Experts engaged in discussions on various critical issues, including the application of new high-strength aluminum alloys in aerospace structural components, long-term service performance of high-temperature alloys in aircraft engines, additive manufacturing technologies for titanium alloys in aerospace, and the application of metal matrix composites in stealth structure design for aerospace vehicles [7] - The forum facilitated an exchange of academic viewpoints, enhancing understanding of core scientific issues and injecting diverse perspectives into technological innovation [7]

Group 1: Infrastructure Development - The Huai'an Port Phase III project has initiated automated terminal joint debugging, marking a significant progress in construction and enhancing Huai'an's status as a national inland shipping center [1] - Huai'an's GDP grew by 7% in Q1, leading the province, supported by hub economy and major projects [1] - A series of major transportation projects are underway, including the expansion of Huai'an Lianshui International Airport and the construction of a modern transportation network [3][4] Group 2: Economic Growth and Investment - Huai'an plans to invest 9 billion yuan in 29 transportation projects by 2025, with a total investment of approximately 100 billion yuan by 2035 to support the development of a modern transportation network [4] - The city has seen a doubling of cargo throughput at the Yangzhuang ship lock, from 12 million tons to over 24 million tons since the completion of the second lock [2] - Huai'an's industrial investment has maintained double-digit growth for over 40 months, with significant projects in advanced manufacturing and new materials [6] Group 3: Business Environment and Reforms - Huai'an has established a full-chain service mechanism for major industrial projects, achieving a parallel approval rate of 46.4% for construction projects [7] - The city has implemented measures to optimize the business environment, leading to increased satisfaction among private enterprises and recognition of over 30 reform experiences by national ministries [8] - Logistics costs have been significantly reduced for key enterprises through efficient multi-modal transport solutions, saving approximately 300 million yuan annually [8]

兄弟科技：上半年净利润同比预增325%–431.25% 7月4日，兄弟科技（002562）发布2025年半年度业绩预告，预计2025年上半年实现归属于上市公司股东 的净利润6000万元至7500万元，比上年同期增长325.00%-431.25%。 资料显示，兄弟科技成立于2001年3月，主营业务是维生素、香料、皮革化学品、铬盐、催化剂等精细 化学品以及特色原料药、制剂等医药系列产品的研发、生产和销售。 所属行业：基础化工–化学制品–食品及饲料添加剂 中钢洛耐：股东拟减持0.5%公司股份 7月4日，索通发展（603612）发布公告称，公司控股股东、实际控制人郎光辉及其一致行动人玄元私募 基金投资管理（广东）有限公司-玄元科新182号私募证券投资基金计划自公告披露之日起15个交易日后 的3个月内（2025年7月28日至2025年10月27日），通过集中竞价和大宗交易方式减持其所持有的公司股 份合计不超过1098.72万股，占公司股份总数的2.21%。 资料显示，索通发展成立于2003年8月，主营业务是预焙阳极、锂电池负极材料、薄膜电容器的研发、 生产及销售。 所属行业：基础化工–非金属材料Ⅱ–非金属材料Ⅲ 7月4 ...

安泰科技股份有限公司投资者关系活动记录表 证券代码：000969 证券简称：安泰科技 编号：2025-009 | |  特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观其他 | | 参与单位名 | 国海证券-王鹏；富国基金-李可伦；国海证券-李永磊；华夏久盈-孙玉 | | 称及人员姓 | 娇、周义；华夏基金-王晓李、黄宗贤、陈凌飞；诚通基金-孙天智、刘 思源；中金资管-赵腾辉、韩诚；天风资管-李云鹏；拾贝投资-练强； | | 名 | 国信自营-彭星煜、康睿强；长江证券-申浩树；长城财富保险-胡纪元 | | 接待时间 | 年 月 日 2025 7 2 | | 接待地点 | 公司总部 会议室 102 | | 上市公司接 | 赵晨-证券事务代表 李媛-证券事务经理 | | 待人员姓名 | | | | 1、简要介绍一下公司产业构成及 2025 年基本情况？ | | | 安泰科技以"先进粉末冶金技术""快速凝固工艺技术"、"增材 | | | 制造工艺技术"、"CIP/HIP 等静压成形技术 ...

Group 1: Ecological Restoration and Biodiversity - The discovery of endangered species like the Yellow-breasted Bunting and Black-faced Spoonbill indicates the ecological health of the region, with these species relying on unpolluted aquatic life [1] - The restoration of 2.7 kilometers of the Yangtze River shoreline and the achievement of 100% Class III water quality at 10 monitoring points reflect significant improvements in water quality [3] - A total of 1,325 species of wild plants and animals have been monitored in the region, with the number of bird species on Ma Zhou Island increasing from 55 in 2021 to 223 [5] Group 2: Urban and Industrial Transformation - The transformation of the "industrial rust belt" into a scenic riverside area involved the removal of 12 enterprises and the reclamation of 7.1 kilometers of riverfront [2] - The city is focusing on high-tech industries such as aviation manufacturing and advanced equipment, aiming to enhance economic growth while maintaining environmental sustainability [2] - The establishment of various eco-friendly projects, including a circular economy industrial park and wastewater treatment centers, demonstrates a commitment to sustainable urban development [2] Group 3: Environmental Protection Initiatives - Ongoing soil pollution investigations and the implementation of a color-coded management system for new projects aim to ensure environmental safety and land restoration [3] - The city is actively engaged in pollution control efforts, including a comprehensive air quality monitoring system and enhanced dust control measures [3] - The promotion of ecological phosphorus reduction projects and river ecological restoration initiatives are part of the strategy to improve water quality in tributaries [3]

证券代码：300328 证券简称：宜安科技 公告编号：2025-056 号 东莞宜安科技股份有限公司 第五届董事会第十九次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 "公司"）第五届董事会第十九次会议在公司会议室以现场和通讯方式召开。会 议通知于 2025 年 6 月 24 日以电子邮件方式送达。本次会议应参与表决董事 8 人，实际参与表决董事 8 人。本次董事会会议由公司董事长刘守军先生主持。会 议的召集、召开及表决程序符合《中华人民共和国公司法》《公司章程》等相关 规定。经与会董事认真审议，本次会议审议通过了以下议案： 一、《关于公司对控股子公司增资的议案》 为进一步巩固和提升公司在液态金属产业的竞争优势，推动公司控股子公司 东莞市逸昊金属材料科技有限公司（以下简称"逸昊金属"）快速发展，提升公 司研发水平和生产能力，满足承接重要客户新项目订单产能扩张的需要，公司拟 以自有资金对逸昊金属增资人民币 1.2 亿元，其中 4,428 万元进入注册资本,其 余部分进入资本公积。本次增资完成后，逸昊金属的注册资本由 9,225 万元增加 至 13 ...

宜安科技（300328）7月1日晚间公告，为推动公司控股子公司东莞市逸昊金属材料科技有限公司(下 称"逸昊金属")快速发展，提高在液态金属产业的竞争优势，提升公司研发水平和生产能力，满足承接 重要客户新项目订单产能扩张，决定以自有资金对逸昊金属增资1.2亿元，其中4428万元进入注册资 本，其余部分进入资本公积。 本次增资完成后，逸昊金属的注册资本由9225万元增加至1.37亿元，宜安科技持有逸昊金属72.97%股 权。 本次增资前，逸昊金属的股东结构为宜安科技(持股比例为60%)、液态金属有限公司(持股比例16%)、深 圳市亚稳科技投资有限公司(持股比例为8%)、高宽(持股比例为10.82%)、朱旭光(持股比例为3.13%)、马 新江(持股比例为1.02%)、陈亮(持股比例为1.02%) 逸昊金属去年营业收入为1.49亿元，净利润为273.35万元。今年一季度营收1816万元，亏损347.06万 元。逸昊金属股东全部权益截至2024年年底的评估价值为2.52亿元。 逸昊金属近年颇为知名，其产品屡屡被传用在折叠屏手机铰链上，以减少折痕。 受益于国家政策的持续支持及相关行业对液态金属接受程度的提高，越来越多的创 ...