（以下简称"《管 理办法》"）等有关法律法规、规章和规范性文件以及《公司章程》的规定，浙江 福莱新材料股份有限公司（以下简称"公司"）薪酬与考核委员会对公司《2025 年 限制性股票激励计划（草案）》 浙江福莱新材料股份有限公司薪酬与考核委员会 关于公司 2025 年限制性股票激励计划相关事项 的核查意见 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 （以下简称"《证券法》"）、 证券法》 《上市公司股权激励管理办法》 （2）最近一个会计年度财 务报告内部控制被注册会计师出具否定意见或无法表示意见的审计报告； （3）上 市后最近 36 个月内出现过未按法律法规、公司章程、公开承诺进行利润分配的 情形； （以下简称"《激励计划（草案）"》及其摘要相关 事项进行了仔细阅读和审核。现发表核查意见如下： 《管理办法》等有关法律法规、规章和规范性文件以及《公司章程》的规定；对 各激励对象限制性股票的授予安排、解除限售安排（包括但不限于授予额度、授 予日期、授予条件、授予价格、限售期、解除限售期、解除限售条件等事项）未 违反有关法律法规、规章和规范性文件的规定，未侵犯公司及全体股东的利益。 ...

广济药业（000952）公告，近日收到国家卫生健康委员会《行政许可审查结论通知书》，公司提交的 2'-岩藻糖基乳糖行政许可申请已通过审查并公告。2'-岩藻糖基乳糖为母乳中含量丰富的低聚糖，具有 调节肠道菌群、促进大脑发育和提升免疫力等功能，已列入食品营养强化剂，允许用于调制乳粉、婴儿 配方食品等。公司自主研发的2'-岩藻糖基乳糖正式通过审批，符合国家相关技术审查标准，为公司推 进该产品产业化奠定基础。 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源 ：企业公告 天赐材料称，该次投资协议的签署旨在通过与摩洛哥当地政府建立长期、稳定的战略合作关系，充分整 合优势资源，进一步完善公司海外布局，推进全球化战略。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ END 7 月7日晚，天赐材料公告，计划公开发行H股股票并申请在香港联交所主板挂牌上市。 天赐材料 表示，为深入推进公司全球化战略布局，打造国际化资本运作平台，满足海外业务的持续发 展需要和提质增效要求，根据相关法律、法规的要求，计划公开发行H股股票并申请在香港联交所主板 挂牌上市。截至目前，正积极与相关中介机构就本次发行的相关工作进行商讨，除本次董事会审议通过 的相关议案外，其他关于本次发行的具体细节尚未最终确定。 当前，天赐材料正积极向海外市场寻求业绩增量。 今年6月12日晚天赐材料公告，近日公司及全资孙 公司TinciMaterialsJorfLasfarSAS（以下简称"项目公司"）与 摩洛哥王国 签署了投资协议，拟通过 项 ...

Group 1 - The core viewpoint of the news is that Baoli International's stock has seen a recent increase, but its price-to-earnings (PE) ratio remains significantly higher than the industry average, indicating potential overvaluation [1] - As of July 10, Baoli International's closing price was 4.11 yuan, with a PE ratio of 179.28, which is the lowest in 11 days, and a total market capitalization of 3.788 billion yuan [1] - The average PE ratio for the chemical products industry is 47.71, with a median of 41.07, positioning Baoli International at the 156th rank within the industry [1] Group 2 - In terms of capital flow, Baoli International experienced a net inflow of 12.4248 million yuan on July 10, with a total inflow of 12.8185 million yuan over the past five days [1] - The main business of Jiangsu Baoli International Investment Co., Ltd. includes the production and sales of various specialized asphalt products, as well as helicopter and aviation material sales, and BT project investment [1] - The latest quarterly report for Q1 2025 shows that the company achieved an operating income of 230 million yuan, a year-on-year decrease of 42.82%, and a net profit of 3.239 million yuan, down 26.61%, with a sales gross margin of 1.83% [1]

Group 1 - The company expects to achieve a net profit attributable to shareholders of 70 million to 90 million yuan for the first half of 2025, indicating a turnaround from previous losses [1][2] - The net profit attributable to shareholders, excluding non-recurring gains and losses, is projected to be between -56 million and -40 million yuan [1] - The precious metals business benefited from a recovery in market conditions, leading to a reversal of inventory impairment [1] Group 2 - The company plans to transfer part of its land use rights to Taiyuan Chemical Industry Group, recognizing a net gain from asset disposal of 119.3383 million yuan [1] - The company received the first batch of land transfer subsidy funds from the Taiyuan Municipal Finance Bureau, confirming asset disposal income [1] - The previous year's net profit attributable to shareholders was -49.4303 million yuan, with a loss per share of -0.0961 yuan [2]

证券代码：301518 证券简称：长华化学 公告编号：2025- 长华化学科技股份有限公司 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、募集资金的情况概述 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意长华化 学科技股份有限公司首次公开发行股票注册的批复》 （证监许可20231113 号） 同意注册，长华化学科技股份有限公司（以下简称"公司"）向社会公开发行人 民币普通股（A 股）3,505 万股，发行价格为 25.75 元/股，本次发行募集资金总 额为 902,537,500.00 元，扣除相关发行费用 77,478,130.19 元（不含税）后， 实际募集资金净额为 825,059,369.81 元。 为规范公司募集资金管理，保护投资者权益，根据《上市公司募集资金监管 规则》《深圳证券交易所创业板股票上市规则》《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》等有关法律法规及公司《募集资 金管理制度》的规定，经公司第三届董事会第十五次会议及第三届监事会第十一 次会议审议通过《关于部分募投项目增加实施主体及实施地 ...

Core Viewpoint - Tongyu New Materials (Guangdong) Co., Ltd. has successfully listed on the Shenzhen Stock Exchange's ChiNext board, with a significant opening price increase and high trading volume, indicating strong market interest and investor confidence in the company’s future prospects [1]. Company Overview - Tongyu New Materials specializes in the research, production, and sales of electronic resins, primarily used in the production of copper-clad laminates [1]. - The company’s total market capitalization reached 7.662 billion yuan after its debut [1]. Shareholding Structure - Zhang Chi, the chairman and general manager, holds 11.9973 million shares, accounting for 39.99% of the total shares, and indirectly controls an additional 5.26% through a partnership, making him the controlling shareholder with a total voting power of 45.25% [1]. - Su Shiguo, the vice general manager, holds 7.8397 million shares, representing 26.13% of the total shares, and together with Zhang Chi, they control 71.38% of the voting rights, establishing them as the joint actual controllers of the company [2]. Financial Performance - The company’s projected revenues for 2023 are expected to decline by 17.51%, and the net profit attributable to the parent company is expected to decrease by 14.12% compared to the previous year [4]. - For the years 2022 to 2024, the company reported revenues of 1.1928477 billion yuan, 886.2495 million yuan, and 952.4685 million yuan, with net profits of 188.0032 million yuan, 164.4793 million yuan, and 143.3056 million yuan respectively [8]. Fundraising and Investment Plans - Tongyu New Materials issued 10 million shares at a price of 84.00 yuan per share, raising a total of 840 million yuan, with a net amount of 760.3783 million yuan after deducting issuance costs [6]. - The funds will be allocated to a project for producing 200,000 tons of electronic resin and to supplement working capital [7]. R&D and Innovation - The company’s R&D expenses have shown a consistent increase, with amounts of 7.7846 million yuan, 12.6769 million yuan, and 14.9312 million yuan over the reporting periods, indicating a commitment to innovation [3]. - The proportion of R&D investment relative to revenue has increased from 1.25% in 2022 to 2.27% in 2024, reflecting a growing focus on technological advancement [9]. Recent Performance Metrics - In the first quarter of 2025, the company achieved revenues of 27.64064 million yuan, a year-on-year increase of 25.60%, while the net profit attributable to the parent company decreased by 4.43% [11].

三美股份（603379）公告，预计2025年半年度实现归属于上市公司股东的净利润为9.48亿元到10.42亿 元，与上年同期相比，将增加5.64亿元到6.59亿元，同比增长146.97%到171.67%。预计2025年半年度实 现归属于上市公司股东的扣除非经常性损益的净利润为9.39亿元到10.34亿元，与上年同期相比，将增加 5.65亿元到6.6亿元，同比增长151.01%到176.34%。 ...

+0.03(+0.52%) +0.09(+0.74%) -0.05(-0.57%) 光大银行 2623.40亿市值 9.22亿成交额 4.44 +0.01(+0.23%) 得經 中国平安 中国太保 中国人保 明 3798.84亿市值 3619.17亿市值 10403.51亿市值 47.27亿成交额 8.03亿成交额 15.55亿成交额 57.13 8.59 37.62 +0.52(+1.40%) +1.23(+2.20%) +0.07(+0.82%) 酿酒行业 贵州茅台 山西汾酒 五粮液 17919.66亿市值 2178.12亿市值 4758.08亿市值 55.03亿成交额 19.84亿成交额 12.73亿成交额 1426.50 178.54 122.58 +7.62(+0.54%) +0.26(+0.15%) +0.98(+0.81%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2380.06亿市值 2190.06亿市值 3140.41亿市值 15.03亿成交额 45.22亿成交额 14.81亿成交额 135.11 523.50 329.83 -1.32(-0.40%) -11.50(-2.15% ...

Investment Rating - The investment rating for the company is "Buy" with a maintained rating for the next six months [6][17]. Core Views - The approval of D-Allulose as a food ingredient marks a significant milestone for the company, positioning it as the second enterprise in China to receive approval for enzyme-based production of D-Allulose, enhancing its competitive edge in the functional sweetener market [3][4]. - The company currently has an annual production capacity of 10,000 tons for D-Allulose and is evaluating the potential for further expansion, indicating a strong growth trajectory in the sweetener segment [3][4]. - The financial projections for the company show a recovery in net profit, with expected figures of 1.17 billion, 2.12 billion, and 2.37 billion yuan for 2025, 2026, and 2027 respectively, reflecting a significant growth rate [4][3]. Summary by Sections Company Overview - The company is recognized for its technological leadership in the functional sweetener sector, particularly with the recent approval of its enzyme product for D-Allulose production [3]. Financial Performance - The projected revenue for 2025 is 6.63 billion yuan, with a growth rate of 25.03% compared to the previous year [4]. - The expected EBITDA for 2025 is 1.83 billion yuan, indicating a strong operational performance [4]. - The net profit for 2025 is projected to be 1.17 billion yuan, with a remarkable growth rate of 110.40% [4]. Market Position - The approval of D-Allulose aligns the company with international standards, as it follows similar approvals in the US, Canada, Australia, and New Zealand, suggesting a robust market potential both domestically and internationally [2][3].