企业名称质旋机械（成都）有限公司法定代表人王在斌注册资本500万人民币国标行业制造业>通用设 备制造业>其他通用设备制造业地址四川省成都市新都区云辉一路76号1栋1单元1701-2号（新都高新技 术产业园）企业类型有限责任公司(自然人投资或控股的法人独资)营业期限2025-6-30至无固定期限登记 机关成都市新都区市场监督管理局 经营范围含气体压缩机械制造；电子元器件与机电组件设备制造；机械设备研发；新兴能源技术研发； 机械零件、零部件加工；工业自动控制系统装置制造；工业自动控制系统装置销售；通用设备修理；专 用设备修理；海洋工程关键配套系统开发；技术服务、技术开发、技术咨询、技术交流、技术转让、技 术推广；机械设备销售；机械零件、零部件销售；泵及真空设备销售；阀门和旋塞销售；电工仪器仪表 销售；机械电气设备销售；汽轮机及辅机销售；气体压缩机械销售；深海石油钻探设备销售；特种设备 销售；消防器材销售；灯具销售；炼油、化工生产专用设备销售；新材料技术推广服务；物业管理；信 息咨询服务（不含许可类信息咨询服务）；互联网销售（除销售需要许可的商品）；工业设计服务；国 际货物运输代理；货物进出口；技术进出口；输配电及 ...

Group 1 - The Ministry of Industry and Information Technology has announced the third batch of pilot cities for the digital transformation of small and medium-sized enterprises (SMEs), with 35 cities (districts) selected, including six from the Yangtze River Delta region [1] - The pilot program aims to address the challenges faced by SMEs in digital transformation, specifically the issues of reluctance, fear, and lack of knowledge in transitioning to digital solutions [1] - The program will support local governments in exploring methods, market mechanisms, and typical models for SME digital transformation, creating a number of "lighthouse" enterprises and quality digital service providers [1] Group 2 - A minimum of 80% of central subsidy funds will be allocated for the digital transformation of SMEs, covering core expenditures such as software, cloud services, and data collection equipment [1] - Provincial capital cities can receive up to 150 million yuan in subsidies, while other prefecture-level cities can receive up to 100 million yuan, with priority given to key industries such as computer, automotive manufacturing, and general equipment [1] - SMEs will only need to bear a portion of the costs, with central government subsidies potentially covering over 50% of total investment [1] Group 3 - Currently, there are a total of 101 pilot cities for SME digital transformation in China, with cities from the Yangtze River Delta region consistently selected across all three batches [2] - The first batch included cities such as Shanghai's Pudong New Area and Suzhou in Jiangsu, while the second batch included cities like Shanghai's Songjiang District and Wuxi [2]

Group 1 - Two companies withdrew their IPO applications during the week of June 23 to June 29, 2025, including one from the Shenzhen Main Board and one from the ChiNext Board [1] - The companies that withdrew their applications are Zhejiang Changcheng Mixing Equipment Co., Ltd. from the ChiNext Board and Kaiyuan Securities Co., Ltd. from the Main Board [2] Group 2 - Zhejiang Changcheng Mixing Equipment Co., Ltd. specializes in the research, production, sales, and service of mixing equipment, customizing products based on customer needs [3] - As of December 31, 2022, the total assets of Zhejiang Changcheng were 1.069 billion, with a net profit of 108.46 million for the year [4] - The company has experienced a decline in net profit from 131 million in 2023 to an expected 118 million in 2024, indicating uncertainty in future growth [4][5] Group 3 - Kaiyuan Securities Co., Ltd. offers a range of services including securities brokerage, investment consulting, and asset management [6] - The total assets of Kaiyuan Securities as of June 30, 2024, were approximately 55.20 billion, with a net profit of 28.30 million for the first half of 2024 [7] - The company faced six regulatory penalties during the reporting period, which may have hindered its IPO progress [7]

证券分析师：王艺熹 021-60893204 wangyixi@guosen.com.cn S0980522100006 证券研究报告 | 2025年7月1日 转债市场研判及"十强转债"组合 2025年7月 投资策略 · 固定收益 国信宏观固收 证券分析师：赵婧 0755-22940745 zhaojing@guosen.com.cn S0980513080004 证券分析师：董德志 021-60933158 dongdz@guosen.com.cn S0980513100001 02 2025年7月转债配置策略 联系人：吴越 021-60375496 wuyue8@guosen.com.cn 请务必阅读正文之后的免责声明及其项下所有内容 目录 01 2025年6月转债市场回顾 03 2025年7月"十强转债"组合 请务必阅读正文之后的免责声明及其项下所有内容 • 股市方面，6月权益市场震荡上涨，尤其下旬在中东局势缓和、以及稳定币、小米汽车、军 贸等多项热点题材的催化之下，沪指再次站上3400点，截至6月27日沪指收于3424.2，全月 涨1.85%。申万一级行业多数收涨，受产业订单预期向好拉动的通信（+12 ...

Core Insights - The stock of 德马科技 (688360) has a comprehensive score of 53.70, indicating a strong performance [1] - The short-term and mid-term trends are currently unclear, with the market waiting for the main capital to choose a direction [2] Price and Cost Analysis - The current main cost is 18.62 CNY, with a 5-day main cost of 18.40 CNY, a 20-day main cost of 18.17 CNY, and a 60-day main cost of 17.23 CNY [1] - The short-term pressure level is at 18.66 CNY, while the short-term support level is at 17.96 CNY [2] Market Activity - On July 1, 2025, the net outflow of main capital was 881.09 million CNY, accounting for 6% of the total transaction volume [2] - There was a net inflow of 51.85 million CNY from large orders, while large orders saw a net outflow of 932.94 million CNY, and retail investors had a net outflow of 271.99 million CNY [2] Financial Performance - The latest financial report indicates earnings per share of 0.17 CNY and an operating profit of 0.43 billion CNY [3] - The net profit reported is approximately 30.90 million CNY, with a sales gross margin of 32.119% [3] Related Industry Performance - The stock is associated with various sectors, including General Equipment (0.35%), Digital Twin (-0.63%), Lithium Battery (0.23%), and Artificial Intelligence (-0.29%) [4]

Company Overview - Mobi Antenna Technology (Shenzhen) Co., Ltd. was established in 1999 with a registered capital of 220 million RMB and focuses on electrical machinery and equipment manufacturing [1] - Mobi Technology (Shenzhen) Co., Ltd. was founded in 2015 with a registered capital of 50 million RMB, primarily engaged in instrument manufacturing [1] - Mobi Communication Technology (Jian) Co., Ltd. was established in 2006 with a registered capital of 267 million RMB, focusing on instrument manufacturing [2] - Mobi Technology (Xi'an) Co., Ltd. was founded in 2008 with a registered capital of 12 million RMB, specializing in professional technical services [2] - Shenzhen Shengyu Smart Network Technology Co., Ltd. was established in 2010 with a registered capital of 20 million RMB, engaged in general equipment manufacturing [2] - Xi'an Mobi Antenna Technology Engineering Co., Ltd. was founded in 2018 with a registered capital of 6 million RMB, focusing on manufacturing computers, communications, and other electronic devices [3] Patent and Investment Activity - Mobi Antenna Technology (Shenzhen) Co., Ltd. holds 1,018 patents and has participated in 360 bidding projects [1] - Mobi Technology (Shenzhen) Co., Ltd. has 669 patents and has invested in 1 company [1] - Mobi Communication Technology (Jian) Co., Ltd. holds 834 patents and has participated in 23 bidding projects [2] - Mobi Technology (Xi'an) Co., Ltd. has 820 patents and has invested in 2 companies [2] - Shenzhen Shengyu Smart Network Technology Co., Ltd. holds 345 patents and has participated in 2 bidding projects [2] - Xi'an Mobi Antenna Technology Engineering Co., Ltd. has 442 patents and has participated in 99 bidding projects [3] Administrative Licenses - Mobi Antenna Technology (Shenzhen) Co., Ltd. has 12 administrative licenses [1] - Mobi Technology (Shenzhen) Co., Ltd. has 8 administrative licenses [1] - Mobi Communication Technology (Jian) Co., Ltd. has 7 administrative licenses [2] - Mobi Technology (Xi'an) Co., Ltd. has 12 administrative licenses [2] - Shenzhen Shengyu Smart Network Technology Co., Ltd. has 12 administrative licenses [2] - Xi'an Mobi Antenna Technology Engineering Co., Ltd. has 9 administrative licenses [3]

| | □特定对象调研 □媒体采访 | □分析师会议 □业绩说明会 | | --- | --- | --- | | 投资者关系 | | | | 活动类别 | □新闻发布会 | √路演活动 | | | □现场参观 | □其他 | | | 陆家嘴国际信托 | 胡瑞丽 | | | 招银理财 | 张英 | | | 红土创新基金 | 郑伟佳 | | | 融通基金 | 钱佳兴 | | | 远望角投资 | 田慧蓝 | | | 太平基金 | 王达婷 | | | 银华基金 | 范昭楠 | | | 平安基金 | 翟森 | | | 全天候 | 曾雨 | | | 广发证券 | 赵靓、喻银军、周锦波 | | | 博时基金 | 虞志豪 | | | 招商基金 | 张林 | | | 兴业基金 | 颜格 | | | 南方基金 | 刘祎 | | | 广发证券 | 朱宇航、吴星钰、包青青 | | | 斌诺资产 | 鲁银芝 | | 参与单位名称 | 合远基金 | 庄琰 | | 及人员姓名 | 中邮基金 | 綦征 | | | 博时基金 | 高鑫 | | | 源乐晟 | 晏梓航 | | | 惠理基金 | 高云波 | | | 广发证券 | 汪家豪、晏希赟 ...

国浩律师（上海）事务所 关于 浙江五洲新春集团股份有限公司 回购注销部分限制性股票实施情况 法律意见书 上海市静安区山西北路 99 号苏河湾中心 MT25-28 楼 邮编:200085 T. +86 21 52341668 F. +86 21 52341670 E. grandallsh@grandall.com.cn W. www.grandall.com.cn 国浩律师（上海）事务所 关于浙江五洲新春集团股份有限公司 回购注销部分限制性股票实施情况的 法律意见书 致：浙江五洲新春集团股份有限公司 国浩律师（上海）事务所（以下简称"本所"）接受浙江五洲新春集团股份有 限公司（以下简称"五洲新春"或"公司"）的委托担任公司实施 2021 年限制性股 票激励计划（以下亦称"本次激励计划"）的特聘专项法律顾问。 本所律师根据《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》"）、中国证券监督管理委员会（以 下简称"中国证监会"）颁布的《上市公司股权激励管理办法》（以下简称"《管理 办法》"）等法律法规及规范性文件的相关规定，按照《律师事务所从事证券法 律业务管理办 ...

Group 1 - The company's stock experienced abnormal trading fluctuations, with a cumulative price increase deviation of 30% over three consecutive trading days from June 26 to June 30, 2025 [1] - The board of directors conducted inquiries to verify the situation regarding the stock price fluctuations and confirmed the existence of undisclosed significant information related to the increase in expected daily related transactions for 2025 [1][2] - The company announced an increase in expected daily related transaction amounts, with a total of 46 million yuan for sales to Anhui Tengya Robot Co., Ltd. and 5 million yuan for sales to Nanjing Tengya Electromechanical Equipment Sales Co., Ltd. [2] Group 2 - The total expected related transaction amount with Anhui Robot will not exceed 60 million yuan, and with Tengya Electromechanical, it will not exceed 20 million yuan [2] - The expected amounts for these related transactions are based on the intentions of overseas customers, and the actual amounts may vary due to the changing international trade environment [2] - The board confirmed that there are no undisclosed significant matters related to the company that should be disclosed according to the Shenzhen Stock Exchange rules [2]

证券代码：603391 证券简称：力聚热能 公告编号： 2025-019 | | | | 年化收 | | 实际收 | | | --- | --- | --- | --- | --- | --- | --- | | 序 | 金额 | | | 是否 | | | | | 受托机构 | 起息日 | 到期日 | 益率 | | 益 | | （万 | 公告编号 | | | | | | | 号 | （万元） | | | 赎回 | | | | | | | （%） | | 元） | | | | 25,000.00 合计 | | | 114.19 | | | | | 二、公司最近十二个月使用募集资金现金管理的情况 | | | | | | | | | | | | 单位：人民币 | 万元 | | | | | | | 尚未收回 | | | 序号 | 理财产品类型 实际投入金额 | | | 实际收回本金 | | 实际 | | 收益 | | | | | | | | | | | | | 本金金额 | | | | | | 尚未收回 | | | | | 序号 | 理财产品类型 | 实际投入金额 | 实际收回本金 | 实际收益 | | | | | ...