海南金盘智能科技股份有限公司 第一章 总 则 第一条 为规范海南金盘智能科技股份有限公司（以下简称"公司"）的信息披 露行为，正确履行信息披露义务，切实保护公司、股东、债权人及其他利益相关者的合 法权益，根据《中华人民共和国公司法》《中华人民共和国证券法》、中国证券监督管 理委员会（以下简称"中国证监会"）《上市公司信息披露管理办法》《科创板上市公 司持续监管办法（试行）》《上海证券交易所科创板股票上市规则》等法律、法规、规 章，及《海南金盘智能科技股份有限公司章程》的有关规定，制定本制度。 （七）其他负有信息披露职责的公司人员和部门。 第三条 公司董事会办公室是负责公司信息披露事务的常设机构，即信息披露事 务管理部门。本制度由董事会办公室制订，并提交公司董事会审议通过后实施。 第二条 本制度适用于以下人员和机构： （一）公司董事和董事会； （二）公司董事会秘书和董事会办公室； （三）公司总经理（轮值总裁）、副总经理（副总裁）、财务总监等其他高级管理 人员； （四）公司总部各部门以及各子公司、分公司的负责人； （五）公司控股股东、实际控制人和持有公司5%以上股份的股东； （六）公司核心技术人员； 董事会应当保 ...

海南金盘智能科技股份有限公司 章程 第一章 总则 第一条 为维护海南金盘智能科技股份有限公司（以下简称"公司"或"本 公司"）、股东、职工和债权人的合法权益，规范公司的组织和行为，根据《中 华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》 （以下简称"《证券法》"）、《上市公司章程指引》和其他有关规定，制订本 章程。 第二条 公司系依照《公司法》和《证券法》和其他有关规定，由海南元 宇智能科技投资有限公司、Jinpan International Limited（金榜国际有限公司）等 立的股份有限公司，在海口市工商行政管理局注册登记，取得营业执照，统一社 会信用代码为 9146010062006446XN 。 第三条 公司于 2021 年 1 月 12 日经中华人民共和国证券监督管理委员会 （以下简称"中国证监会"）202194 号文注册，首次向社会公众发行人民币普 通股 4,257.00 万股；并经上海证券交易所自律监管决定书202196 号文批准，公 司股票于 2021 年 3 月 9 日在上海证券交易所科创板上市。 第四条 公司注册名称：海南金盘智能科技股份有限公司 简称：金盘科 ...

证券代码：603195 证券简称：公牛集团 公告编号：2025-061 公牛集团股份有限公司 关于股份性质变更暨 2025 年限制性股票激励计划 权益授予的进展公告 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。 公牛集团股份有限公司（以下简称"公司"） 《2025 年限制性股票激励计划》 目前，本次激励计划激励对象已完成缴款。在资金缴纳过程中，有 23 名激 励对象因个人原因自愿放弃获授的全部或部分限制性股票，合计 17.92 万股。天 健会计师事务所（特殊普通合伙）于 2025 年 7 月 1 日出具了《验资报告》 （天健 验2025174 号）： "截至 2025 年 6 月 20 日止，公司实际已收到 644 名激励对象 以货币资金缴纳的限制性股票认购款人民币 98,776,272.00 元。" 本次授予 644 名激励对象限制性股票共计 414.33 万股，股份来源为公司从 二级市场回购的本公司 A 股普通股。经公司与上海证券交易所和中国证券登记结 算有限责任公司上海分公司确认，上述用于本次激励计划限制性股票授予的 ...

Group 1 - The actual controllers of the company, Zhu Tangfu, Xiong Min, and Zhu Junhan, are planning to transfer 18% of their shares, which may lead to a change in the company's control [1] - The company's stock will be suspended from trading starting July 8, with an expected suspension period of no more than two trading days [1] Group 2 - In 2024, the company achieved a revenue of 3.536 billion yuan, representing a year-on-year growth of 25.93%, and a net profit attributable to shareholders of 124 million yuan, up 134.04% year-on-year [2] - The company is enhancing its precision gear shaft processing capabilities and exploring growth opportunities in the robotic joint actuator sector, with a breakthrough expected in January 2025 [2] - The company has invested in Wuxi Quanzhibo Technology Co., holding a 4.3478% stake, which specializes in the research, design, production, and sales of robotic joints [2] - To meet overseas customer demands, the company plans to establish a subsidiary in Thailand with an investment of no more than 200 million yuan [2] Group 3 - Zhu Junhan officially took over as chairman and general manager of the company on October 18, 2023, succeeding his father Zhu Tangfu [3] - Zhu Tangfu has been appointed as the honorary chairman, recognized for his significant contributions since the company's founding and its listing in 2015 [3]

证券代码：002276 证券简称：万马股份 浙江万马股份有限公司 投资者关系活动记录表 编号：2025-008 | | 特定对象调研  分析师会议 | | --- | --- | | 投资者关系活动 | 媒体采访 业绩说明会 | | 类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 国联民生：梁丰铄、李灵雪、方颖 | | 人员姓名 | 中邮基金：吴尚、张子璇 | | 时间 | 2025 年 7 月 4 日 | | 地点 | 杭州 | | 上市公司接待人 | 公司副总经理、董事会秘书：赵宇恺 | | 员姓名 | | | | 一、公司副总经理、董事会秘书赵宇恺详细介绍了公司"一 | | | 体两翼"发展战略及电线电缆、新材料、新能源三大业务板块的 | | | 发展情况。 | | | 二、问答环节： | | | 1、请简要介绍一下公司装备线缆板块的主要产品？ | | 投资者关系活动 | 答：万马装备线缆板块旗下有浙江万马专用线缆科技有限公 | | 主要内容介绍 | 司、浙江万马天屹通信线缆有限公司、浙江万马集团特种电子电 ...

——2025 年 07月 01日 《中东地缘冲突再升级，资本市场短期受 影响》 ——2025 年 06月 25日 《地缘冲突升级短期压制风险偏好提升》 [Table_I 日期 ndustry] : shzqdatemark 2025年07月07日 | [Table_Author] 分析师: | 张河生 | | --- | --- | | Tel: | 021-53686158 | | E-mail: | zhanghesheng@shzq.com | | SAC 编号: | S0870523100004 | [Table_ReportInfo] 相关报告： 《关注经贸协议最终落地情况》 过去一周（20250630-20250706）wind 全 A 指数上涨 1.22%，其中 中证 A100、沪深 300、中证 500、中证 1000、中证 2000 与 wind 微盘股 分别变化 1.48%、1.54%、0.81% 、0.56%、0.59%与 1.89%。 ——2025 年 06月 18日 关注供给侧改革预期升温带来的投资机会 ——固收&宏观周报（20250630-20250706） [◼Table_Sum ...

Group 1 - The stock of Great Wall Electric has experienced a significant increase, with 4 limit-up days within 6 trading days, resulting in a cumulative increase of 48.01% and a turnover rate of 116.90% [2] - As of 11:19, the stock's trading volume reached 119 million shares, with a transaction amount of 1.306 billion yuan and a turnover rate of 26.92% [2] - The latest total market capitalization of the stock in the A-share market is 5.08 billion yuan [2] Group 2 - The margin trading data shows that as of July 4, the stock's margin balance is 142 million yuan, with a financing balance of 142 million yuan, which increased by 13.21 million yuan compared to the previous trading day, reflecting a growth of 10.29% [2] - Over the past 6 days, the margin balance has decreased by 24.46 million yuan, representing a decline of 14.73% [2] - The stock has appeared on the Dragon and Tiger list twice due to a cumulative deviation in the price increase of 20% over three consecutive trading days, a daily turnover rate of 20%, and a daily price deviation of 7% [2] Group 3 - The company's Q1 report released on April 30 indicates that the total operating revenue for the first quarter was 285 million yuan, a year-on-year decrease of 26.23%, and a net profit of -40 million yuan, a year-on-year decrease of 43.27% [2] - Recent trading data shows fluctuations in daily price changes and net inflows of main funds, with notable changes on specific dates, such as a 4.60% increase on July 4 and a 10.06% increase on July 1 [2]

Core Viewpoint - The economic situation in Zhuzhou is showing positive growth, particularly in the manufacturing sector, with a focus on advanced manufacturing and emerging industries driving this progress [1][3]. Group 1: Advanced Manufacturing Development - Zhuzhou's advanced manufacturing sector has seen a significant increase, with the added value of advanced manufacturing growing by 10.7% from January to May, contributing 55.2% to the city's industrial output [3][4]. - The investment structure in Zhuzhou has fundamentally shifted, with industrial investment growth rising from 5.5% to 17.5% since 2020, now accounting for 60.4% of fixed asset investment [3][11]. - The city is committed to a "manufacturing first" approach, integrating manufacturing and research to enhance innovation and productivity [3][4]. Group 2: Emerging Industries Growth - Emerging industries in Zhuzhou are flourishing, with significant growth observed in sectors such as wind power, electronic equipment manufacturing, automotive manufacturing, advanced materials, and biomedicine, all achieving double-digit growth [7][8]. - The city is optimizing its industrial landscape to promote emerging industries, leveraging its industrial foundation and research capabilities to foster new sectors like new energy equipment and industrial software [9][10]. - The successful application of Beidou technology across various fields is a testament to Zhuzhou's ability to convert technological advantages into industrial strengths [9]. Group 3: Industrial Investment and Future Potential - Industrial investment in Zhuzhou has consistently increased, with a notable 17.5% growth this year, indicating strong confidence in the local business environment and future market prospects [11][12]. - The city has attracted significant strategic emerging industry projects, such as the carbon silicon semiconductor equipment production base and the CRRC "dual carbon" industrial park, which are expected to bolster the new industrial landscape [12]. - Zhuzhou's focus on green and low-carbon technologies is evident, with numerous projects recognized for their environmental sustainability, positioning the city for future economic advancements [12].

Core Insights - The number of IPO applications accepted by the Beijing Stock Exchange (BSE) in the first half of 2025 reached 115, with June alone accounting for 97 applications, representing over 80% of the total [1][2] - The focus of the review process is on the innovation and sustainability of the companies' performance, with over 90% of the accepted companies currently undergoing the review process [1][2] Group 1: IPO Trends - June is identified as a peak period for IPO applications due to the financial reporting submission window, with a deadline of June 30 for companies whose financial data is valid for six months [2] - The increase in applications is attributed to a backlog of projects and companies transitioning from other boards to the BSE, indicating the growing attractiveness of the BSE [2] Group 2: Review Criteria - The listing thresholds and review standards at the BSE remain unchanged, emphasizing the principle of "mature one, promote one" while focusing on innovation and preventing financial fraud [2][3] - The BSE has established specific quantitative indicators for innovation, such as a research and development (R&D) intensity of over 3% of revenue or an average R&D investment of over 10 million yuan in the last three years [2] Group 3: Company Performance and Innovation - Companies that have recently applied for IPOs or successfully passed the review have shown a strong emphasis on R&D investment [3] - For instance, companies like Aotu Co., Lain Precision, and Balanshi have consistently increased their R&D expenditures, maintaining a high ratio of R&D to revenue [3] Group 4: Inquiry Focus - The BSE's inquiries focus on companies' innovation capabilities and competitive advantages, requiring detailed explanations of their technological advancements and market positioning [4] - Companies like Senhe High-Tech and Medela have been asked to provide evidence of their technological superiority and ongoing R&D capabilities [4] Group 5: Performance Fluctuations - The BSE is also scrutinizing the reasons behind revenue fluctuations and the sustainability of business operations, as seen in the cases of Dayang Co. and Haiseng Medical [5][6] - Companies are required to justify inconsistencies in revenue and profit trends, as well as provide insights into their future performance based on current orders and market conditions [5][6]

Report Summary 1. Investment Rating The provided content does not mention the industry investment rating. 2. Core Viewpoints - In 2025, the core contradiction throughout the upstream, midstream, and downstream industries is the "structural gap during the new - old kinetic energy conversion period." In the first half of the year, the industry was affected by external uncertainties, with intensified internal differentiation, and overall prosperity relied on policy support. In the second half of the year, with the "two new" policies further boosting domestic demand and upgrading the industrial structure, the industry is expected to achieve a systematic leap from "quantity" to "quality" expansion [2][7]. 3. Summary by Directory Market Overview - **Upstream Materials**: In H1 2025, raw material prices were under pressure due to weak demand and Sino - US trade conflicts, showing significant differentiation. In H2, the structural differentiation will continue. Enterprises should focus on capacity elimination, tariff negotiations, and climate risks [8]. - **Midstream Manufacturing**: In H1 2025, it presented a differentiated pattern of "traditional under pressure, high - tech doing well." In H2, policies will support both demand and supply - side reforms, and traditional manufacturing is expected to break through cost dilemmas through intelligent and digital transformation [8]. - **Downstream Consumption**: In H1 2025, it showed a "weak recovery" pattern. In H2, the consumption market will continue to be structurally differentiated, and the recovery highly depends on policy implementation efficiency and business model innovation [9][10]. Upstream: Raw Material Price Fluctuations - **H1 2025 Situation**: Raw material prices were under pressure. Metal mining showed a divergence between black and non - ferrous metals; chemical raw materials had multi - directional fluctuations; energy sources like crude oil and coal were more differentiated; most agricultural products were at near - five - year lows [8][15]. - **H2 2025 Outlook**: The price differentiation will continue. Traditional raw materials' rebound depends on supply - side reforms and policy support, while emerging demand - driven products are more resilient. Enterprises should focus on capacity elimination, tariff reviews, and extreme weather [15][16]. Midstream: Short - term Stabilization, Continued New - Old Kinetic Energy Conversion - **Overall Situation**: In H1 2025, the manufacturing industry was affected by external factors, with traditional manufacturing under pressure and high - tech manufacturing supported by policies. After the tariff war, there was short - term stabilization, and both external and internal demands recovered to some extent [43][53]. - **Traditional Manufacturing**: In H1 2025, profits declined due to over - capacity and weak demand. In H2, policies will expand to more traditional manufacturing sectors, promoting transformation and efficiency improvement [59][75]. - **High - tech Manufacturing**: In H1 2025, it recovered significantly compared to the beginning of the year, benefiting from strong policy support. In H2, it is expected to continue to improve [69][75]. Downstream: Intensified Retail Differentiation, Weak Real Estate Recovery - **Retail Industry**: In H1 2025, online e - commerce grew due to the "trade - in" policy, while traditional physical retail was under pressure. In H2, the differentiation will continue, with emerging formats having growth potential and traditional retail relying on policy and innovation [82][93]. - **Leasing Industry**: In H1 2025, it was in a downturn. In H2, the "price - for - volume" trend will continue, and the de - stocking of commercial land will continue [92][93]. - **Real Estate Industry**: In H1 2025, it achieved "weak stabilization" under policy support. In H2, it is expected to continue to recover slowly with further policy optimization and improved supply - demand balance [99][115].