此次开放日活动深度契合"5·15全国投资者保护宣传日"的核心主旨，通过创新互动形式搭建起上市公司 与投资者的沟通桥梁。本次活动不仅让投资者获得沉浸式的企业认知体验，更通过多维度交流促进上市 公司完善治理、提升质量。作为一场凝聚监管部门、上市公司、投资者多方合力的投保宣传活动，有效 强化了市场主体的投资者保护意识，为优化资本市场生态、增强投资者信心贡献了积极力量，有力助推 了区域资本市场的高质量发展进程。 为全面落实党的二十大和二十届二中、三中全会精神以及中央金融工作会议部署要求，更加有效保护投 资者特别是中小投资者合法权益，根据证监会统一部署，2025年5月19日，在天津证监局的指导下，由 天津上市公司协会主办，天津凯发电气股份公司承办【"5·15全国投资者保护宣传日——走进上市公司 凯发电气"】活动。天津上市公司协会、证券时报、上证报、证券日报、中证报、全景网、天津辖区证 券经营机构领导及相关负责人、个人投资者共计30余人参加。 天津凯发电气股份有限公司于2000年1月25日成立，主营业务覆盖电气化铁路和城市轨道交通两大领 域。是国内最早从事高速电气化铁路牵引供电自动化系统的厂商之一。于2014年12月3日 ...

Market Performance - As of May 16, 2025, the North Exchange 50 Index increased by 8.90% over the past month, 15.56% over the past three months, and 79.80% over the past year[1] - The average market capitalization of the 266 A-share constituent stocks on the North Exchange is 3.016 billion yuan[9] - The daily average trading volume for the North Exchange 50 was 34.684 billion yuan, up 11.45% from the previous week, with a turnover rate of 4.55%[22] Stock and Industry Trends - Out of 266 stocks, 179 rose, 87 fell, and none remained flat, resulting in a rise ratio of 67.29%, which is a decrease of 24.40 percentage points week-on-week[15] - The top five performing industries were non-ferrous metals (226.44%), transportation (74.60%), public utilities (10.56%), beauty care (9.32%), and food and beverage (8.85%)[19] - The bottom five industries included defense and military (−2.82%), computer (−1.26%), social services (−0.96%), electric equipment (−0.36%), and communication (0.27%)[19] New Listings and Company Insights - Tian Gong Co., Ltd. was listed on May 13, 2025, with a revenue of 801 million yuan and a net profit of 172 million yuan in 2024[26] - The company experienced a significant revenue increase of 170.23% in 2023, reaching 1.035 billion yuan, with a net profit of 170 million yuan[27] - Tian Gong's gross margin was 30.40% in 2024, an increase of 4.88 percentage points year-on-year, while the net margin was 21.78%, up 4.86 percentage points[27] Investment Strategy and Risks - The North Exchange 50 Index continues to lead the market, with a focus on companies with stable growth and reasonable valuations[3] - Recommended stocks include Tongli Co. (PE 10.72), Wuxin Tunnel Equipment (PE 20.10), and Kaide Quartz (PE 33.40) among others[4] - Key risks include systemic risks, reliance on imported technology and materials, policy risks, and potential underperformance of key companies[35]

国盛证券有限责任公司 关于安科瑞电气股份有限公司使用银行承兑汇票等方式 支付募集资金投资项目所需资金并以募集资金等额置换 的核查意见 国盛证券有限责任公司（以下简称"国盛证券"或"保荐人"）作为安科瑞电 气股份有限公司（以下简称 "安科瑞"或"公司"）向特定对象发行股票项目 的保荐人，根据《深圳证券交易所上市公司自律监管指引第 2 号——创业板上 市公司规范运作》《上市公司监管指引第 2 号——上市公司募集资金管理和使 用的监管要求》等相关规定，对安科瑞使用银行承兑汇票等方式支付募集资金 投资项目所需资金并以募集资金等额置换的事项进行了核查，核查的具体情况 如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意安科瑞电气股份有限公司向特定对 象发行股票注册的批复》（证监许可〔2024〕1260 号）核准，公司向特定对象 定向发行人民币普通股（A 股）36,068,530 股，每股面值 1 元，每股发行价格为 人民币 22.18 元，募集资金总额为 799,999,995.40 元，扣除不含税的发行费用 经天健会计师事务所（特殊普通合伙）验证，并于 2025 年 3 月 27 日出具了天 健验〔202 ...

在资源整合方面，并购重组发挥着至关重要的作用。上市公司可以对被并购企业的资产、人力资源、技 术专利等资源进行优化配置。将闲置或低效利用的资产进行整合，提高资产的整体运营效率；对人力资 源进行合理调配，充分发挥员工的专业技能与创新能力；整合技术研发资源，加速新产品、新技术的开 发进程。这种资源整合效应能够实现一加一大于二的效果，提升上市公司的整体实力与竞争力，使其在 市场竞争中更具优势。 针对上市公司的并购重组，东兴证券发布研报指出，加快并购重组业务的创新发展有助于存量资源和存 量资金的优化，是资本市场供给侧改革的重要组成部分。当前权益市场交易活跃度虽已显著改善，但存 量上市公司整体资质的不断改善是中长期价值投资资金持续进场的关键。这里证券之星为大家整理了部 分并购重组概念股，需要注意的是，相关概念股仅供投资者参考，不构成任何投资建议。 1、保变电气：公司接到兵器装备集团通知：兵器装备集团正在与中国电气装备集团有限公司开展输变 电装备业务整合事宜，本次整合或将导致本公司控股股东发生变更。 2、焦作万方（000612）：公司拟发行股份购买杭州锦江集团有限公司等交易对方合计持有的开曼铝业 (三门峡)有限公司100% ...

Group 1 - The city of Dezhou is actively promoting the establishment of a carbon footprint certification system to enhance green low-carbon development and meet foreign trade export demands, with 29 companies obtaining 47 carbon footprint certification certificates so far [1] - Carbon footprint refers to the total greenhouse gas emissions produced throughout a product's lifecycle, from raw material extraction to disposal, and certification helps companies identify emission sources and optimize production processes [1] - Shandong Xingtai Electric Technology Co., Ltd. has established a dedicated carbon reduction technology team, achieving a reduction of approximately 1,402 tons of carbon emissions annually through process optimization and energy substitution, with over 65% reduction in CO2 emissions in their production chain [1] Group 2 - Dezhou's Industrial and Information Technology Bureau and Market Supervision Administration have introduced practical measures to promote the green transformation of the manufacturing industry, including the "Dezhou Green Manufacturing Tiered Cultivation Plan" and "Dezhou Green Manufacturing Evaluation Method" [2] - The city aims for a 16.2% year-on-year reduction in energy consumption per unit of industrial added value for large-scale industrial units by 2024, ranking first in the province [2] - Future plans include enhancing carbon footprint management training for industrial enterprises and encouraging leading companies to participate in developing carbon footprint accounting standards for key products [2]

点击上图▲立即报名 2025年6月19日—6月20日，相约"生而全球·共融共建"第二届出海全球峰会， 1500+企业出海掌舵人再聚狮城，与吴晓波、王辉耀、秦朔、津上俊哉、林雪萍、黄 兆华等嘉宾，共同探索中企出海从"产能迁徙"到"文明共生"的新路径。 为助力中国企业出海人才培养与发展事业，现启动《中国企业出海人才培养报告》年 度调研，诚邀已出海或计划出海的企业抽出3分钟时间填写问卷。 参与者将获赠《企业出海避坑指南》音频课及出海报告合集，并有机会抽取价值 3980元的新加坡"第二届出海全球峰会"门票一张。 【点击此处，填写问卷】 文 / 巴九灵（微信公众号： 吴晓波频道） 当前，国际经贸环境复杂多变，但中国企业的出海步伐依然坚定。 近日，在海外一路狂飙的蜜雪冰城，与巴西出口投资促进局主席在京签署《谅解备忘录》，预示其将以高歌猛进之姿进入巴西市场。 据公开信息，蜜雪冰城计划未来3—5年在巴西投资超40亿元人民币，建设供应链工厂并开设门店，预计将创造2.5万个本地就业岗位。 那个曾在学校门口兜售"2元冰淇淋"和"4元柠檬水"的小小门店，仅用7年时间就在海外12个国家开出了超5000家门店，如今全球总门店数突破 4. ...

Suspension and Resumption of Trading - *ST Mingjia has its delisting risk warning removed and continues to implement other risk warnings, resulting in stock suspension [1] - ST Shengda has its other risk warning removed, leading to stock suspension [1] - *ST Aonong has its delisting risk warning and other risk warnings removed, resulting in stock suspension [2] - Electric Investment Energy plans to issue shares and pay cash to acquire Baiyinhua Coal Power equity, leading to stock resumption. The target company's main business includes coal, aluminum, and electricity production and sales [2] - Binhai Energy plans to acquire 100% equity of Cangzhou Xuyang Chemical Co., Ltd., resulting in stock resumption [3] - Guangyang Co., Ltd. is planning to acquire 100% equity of Yinqiu Technology, leading to stock suspension [4] Share Buybacks and Increases - Siyuan Electric plans to repurchase shares worth between 300 million to 500 million yuan [5] - Tunnel Co., Ltd.'s controlling shareholder plans to increase company shares by 250 million to 500 million yuan [6] - Jianghan New Materials plans to repurchase shares worth between 200 million to 400 million yuan [7] Investment Cooperation and Operational Status - Qunxing Toys' subsidiary signed a 113 million yuan computing power service agreement with Tencent [8] - Zhongwei Semiconductor's end customer is Yushu [9] - Xinhongye's wholly-owned subsidiary Jiangsu Huaguang won a bid for "Zhangzhou Nuclear Power Plant Units 3 and 4 and Zhejiang Jin Qimen Nuclear Power Plant Units 1 and 2 K3 control cable equipment procurement," with a total bid amount of 102 million yuan [9] - Lianrui New Materials plans to issue convertible bonds to raise no more than 720 million yuan for high-performance high-speed substrate ultra-pure spherical powder material projects, high thermal conductivity high-purity spherical powder material projects, and to supplement working capital [9] - Newhan New Materials' DFBP new capacity has been verified by PEEK manufacturers and has begun bulk supply [10] - AVIC High-tech's composite materials company plans to invest 918 million yuan to enhance the capability of aviation composite material components [11] - Wentai Technology plans to sell assets worth 4.389 billion yuan, strategically exiting the product integration business to focus resources on semiconductor business development [11] - Guangbai Co., Ltd. plans to jointly invest with China Duty Free Group to establish Guangzhou Duty-Free Store Co., Ltd. [12] - Baiyun Airport, along with China Duty Free Group, Guangbai Co., Ltd., and Lingnan Holdings, plans to jointly invest to establish a company for operating Guangzhou's city duty-free store business, with a registered capital of 45 million yuan [12]

从中证上海国企指数持仓样本的行业来看，金融占比29.83%、工业占比23.33%、可选消费占比 12.42%、房地产占比9.62%、医药卫生占比7.17%、信息技术占比5.41%、通信服务占比5.05%、公用事 业占比3.58%、主要消费占比2.07%、原材料占比1.52%。 数据统计显示，中证上海国企指数近一个月上涨2.26%，近三个月下跌2.65%，年至今下跌6.02%。 据了解，中证上海国企指数以上海市（含区县）国资控股以及重要参股的上市公司证券为待选样本，结 合盈利能力、成长能力、股东回报水平等进行选样，以反映基本面情况较好的上海国资国企相关上市公 司证券的整体表现。该指数以2012年12月31日为基日，以1000.0点为基点。 从指数持仓来看，中证上海国企指数十大权重分别为：中国太保（8.59%）、上海机场（6.25%）、国 泰海通（5.57%）、上海银行（5.54%）、浦发银行（3.58%）、申能股份（3.58%）、上海电气 （3.24%）、联影医疗（3.15%）、华域汽车（3.12%）、上汽集团（3.1%）。 从中证上海国企指数持仓的市场板块来看，上海证券交易所占比100.00%。 金融界5月1 ...

Core Viewpoint - The company plans to distribute a cash dividend of RMB 4.50 per 10 shares (including tax) to all shareholders based on the total share capital after deducting repurchased shares, with a total payout amounting to RMB 35,145,000 [1][4]. Summary by Sections Profit Distribution Plan - The profit distribution plan has been approved by the shareholders' meeting held on May 13, 2025, and will be based on a total share capital of 78,600,000 shares, excluding 500,000 shares held in the repurchase account [1][3]. Dividend Calculation - The actual cash dividend distribution total is calculated as follows: (78,600,000 shares - 500,000 shares) * 4.50 RMB / 10 shares = 35,145,000 RMB [4]. - The per-share cash dividend, considering the total share capital, is 35,145,000 RMB / 78,600,000 shares * 10 shares = 4.471374 RMB (including tax) [4]. Key Dates - The record date for the dividend distribution is set for May 23, 2025, and the ex-dividend date is May 26, 2025 [3]. Dividend Recipients - The dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, as of the record date [3]. Distribution Method - Cash dividends will be directly credited to the shareholders' accounts through their securities companies or other custodians on the ex-dividend date [3].

Group 1 - The company plans to repurchase and cancel a total of 814,000 restricted shares due to performance assessment failures and the departure of certain employees [1][2] - Following the repurchase, the total share capital will decrease from 333,167,407 shares to 332,353,407 shares [2] - The company will notify creditors about the capital reduction, allowing them 30 days to claim debts or provide guarantees [2][3] Group 2 - Creditors must submit proof of their claims, including contracts and identification documents, to the company [3] - The company provides multiple methods for creditors to declare their claims, including in-person and mail submissions [3] - The announcement emphasizes that creditors who do not act within the specified time frame will still retain the validity of their claims [2]