7月3日信宇人（688573）收盘价34.90元，收盘上涨4.80%，全天换手率33.00%，振幅17.62%，成交额 5.94亿元。科创板交易公开信息显示，当日该股因日换手率达30%等上榜。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.97亿元， 其中，买入成交额为7588.75 万元，卖出成交额为1.21亿元，合计净卖出4483.36万元。具体来看，今日上榜的前五大买入营业部中， 有1家机构专用席位现身，即买二，买入金额分别为1738.79万元，营业部合计买入5849.95万元。卖出营 业部中，有1家机构专用席位现身，即卖一，卖出金额分别为7435.50万元，营业部合计卖出4636.61万 元。买卖金额相抵，机构专用席位今日净卖出该股5696.71万元。 资金流向方面，该股今日全天主力资金净流出2253.19万元。 另据统计，近半年该股累计上榜龙虎榜11次，上榜次日股价平均跌0.34%，上榜后5日平均涨9.99%。 （数据宝） 信宇人7月3日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 中信证券股份有限公司上海分公司 | 1892.28 | | 机构 ...

Group 1 - The stock of Yihau New Materials reached a daily limit increase, with a turnover rate of 57.71% and a total transaction amount of 939 million yuan, showing a volatility of 24.53% [1] - Institutional investors net sold 52.64 million yuan, while brokerage seats collectively net bought 36.82 million yuan [1] - The stock was listed on the Dragon and Tiger list due to a daily closing price increase of 20.00% and a turnover rate of 57.71% [1] Group 2 - In the past six months, the stock has appeared on the Dragon and Tiger list nine times, with an average price increase of 2.29% the next day and an average increase of 1.09% over the following five days [2] - The main capital flow showed a net inflow of 43.31 million yuan today, with a significant single net inflow of 71.17 million yuan and a large single capital outflow of 27.86 million yuan [2] - The top five brokerage seats accounted for a total transaction of 164 million yuan, with a buying amount of 73.97 million yuan and a selling amount of 89.79 million yuan, resulting in a net sell of 15.82 million yuan [2]

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：2025-007 | | 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 | 中信建投：许琳、薛鹭、隋冲 | | 人员姓名 | 上海财杰私募：李志军 | | 时间 | 2025 年 7 月 3 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 | 证券事务助理：王旭斐 | | | 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？ | | 投资者关系活动 | 答：公司是国内规模较大的智能装备线缆制造企业，是国内 | | 主要内容介绍 | 较早成功进入智能装备电缆领域研发和生产的公司，公司的 ...

Group 1 - The stock price of *ST Xingguang (002076) closed at 2.02 yuan on July 3, 2025, with an increase of 5.21% and a trading volume of 547,300 shares, amounting to 108 million yuan in transaction value [1] - The latest financial report for *ST Xingguang shows total operating revenue of 46.66 million yuan for Q1 2025, representing a year-on-year growth of 53.40%, while net profit attributable to shareholders was 1.21 million yuan, a decrease of 313.61% [1] - The company has a current ratio of 1.253, a quick ratio of 0.789, and a debt-to-asset ratio of 66.31% [1] Group 2 - Guangdong Xingguang Development Co., Ltd. was established in 1992 and is located in Foshan, primarily engaged in the manufacturing of electrical machinery and equipment [2] - The company has made investments in 26 enterprises and participated in 126 bidding projects, holding 161 trademark registrations and 264 patents, along with 41 administrative licenses [2]

政策动态点评 [Table_Author] 分析师：陶川 分析师：张云杰 研究助理：钟渝梅 执业证号：S0100524060005 执业证号：S0100525020002 执业证号：S0100124080017 邮箱：taochuan@mszq.com 邮箱：zhangyunjie@mszq.com 邮箱：zhongyumei@mszq.com "反内卷"的下一步 2025 年 07 月 03 日 ➢ 当下恰逢中央首提"反内卷"一周年，从财经委会议前瞻即将召开的 7 月政 治局会议，"反内卷"可能会进入一个新的阶段。去年 7 月政治局会议首提"防 止'内卷式'恶性竞争"，一周年之际财经委开会再提"治理企业低价无序竞争"， 意味着在今年 7 月政治局会议的准备过程中，"反内卷"也将进入一个新的阶段。 ➢ 如何理解"反内卷"可能进入新阶段？今年的年中经济回顾具有特殊意义， 一方面是决策层"例行"审视上半年经济运行中出现的问题，另一方面也是为了 更好与"十五五"规划相衔接。预计"十五五"规划《建议》将于下半年公布， "十五五"规划的战略之举在于做强国内大循环，其内在要求是加快推进全国统 一大市场建设，"反内卷"自然 ...

Core Viewpoint - The Chongqing Securities Regulatory Bureau has imposed a maximum penalty of 42.5 million RMB on individual Zheng Hairuo for multiple serious violations related to the trading of Wanli New Energy Co., Ltd. stock, including illegal transfers and failure to disclose stock holdings [1][2][3] Summary by Relevant Sections - **Violations and Penalties** - Zheng Hairuo engaged in three major violations over nearly nine years, including illegal transfers, failure to disclose stock holdings, and intentional evasion of mandatory takeover obligations [1][2] - The total penalty consists of 32.5 million RMB for illegal transfers, 5 million RMB for failure to disclose, and 5 million RMB for not fulfilling takeover obligations, culminating in a total fine of 42.5 million RMB [2][3] - **Duration and Impact of Violations** - The violations occurred from July 7, 2016, to May 26, 2025, with significant trading volumes, including the purchase of 163 million shares (approximately 3.17 billion RMB) and the sale of 149 million shares (approximately 2.96 billion RMB) [1][2] - Zheng Hairuo's controlled accounts held over 5% of Wanli's issued shares multiple times, with the highest holding reaching 37.45%, without issuing mandatory takeover offers [2] - **Regulatory Actions** - Due to the severity and duration of the violations, Zheng Hairuo has been banned from trading securities in any trading venue for three years [3]

Group 1 - The company plans to use excess raised funds of 190 million yuan to increase capital in its wholly-owned subsidiary, Wuhu Weimais New Energy Co., Ltd., for the construction of a new project focused on electric drive assembly products for new energy vehicles [1] - The total investment for the project is estimated at 190 million yuan, which includes engineering and other costs of 12.25 million yuan, equipment purchase and installation costs of 102.08 million yuan, equipment relocation and modification costs of 19 million yuan, basic reserve funds of 6.67 million yuan, and working capital of 50 million yuan [1] - The project is expected to enhance the company's product range and market competitiveness, further solidifying its market leadership position [1] Group 2 - The investment does not constitute a related party transaction or a major asset restructuring [2] - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 26, 2023, with an initial stock issuance of 42.1 million shares at a price of 47.29 yuan per share [2] - The total funds raised from the initial public offering amounted to 1.9909 billion yuan, with a net amount of 1.8358 billion yuan after deducting issuance costs, exceeding the original plan by 503.51 million yuan [2]

Group 1 - The core viewpoint of the news highlights that Zhengxian Electric achieved a revenue of 96.8962 million yuan in Q1 2025, representing a year-on-year growth of 17.41%, and a net profit increase of 13.32%, driven by new industry client expansion and synergies from the acquisition of Tenghe Motor [1] - The gross margin and net margin remained stable year-on-year due to effective cost control and product structure optimization [1] - The company's controller products have a small market share, primarily used in packaging machinery and hardware processing, serving a diverse range of clients from small to large enterprises [1] Group 2 - Zhengxian Electric's overseas business is concentrated in Southeast Asia, South Asia, the Middle East, Africa, and the CIS, with minimal impact from foreign exchange fluctuations [1] - The main control chips and IGBTs have achieved a high level of domestic production, ensuring supply chain security and controllability [1] - Tenghe Motor focuses on servo motors, which will deeply integrate with Zhengxian Electric's business in the future, enhancing the capability of servo system solutions [1]

Core Viewpoint - The company has implemented a special talent stock ownership plan for 2025, which was approved by the board and shareholders, aiming to enhance employee engagement and retention through equity participation [1][2]. Group 1: Special Talent Stock Ownership Plan - The company held meetings on April 23, 2025, and May 15, 2025, to approve the special talent stock ownership plan and its management measures [1]. - The plan allows for the purchase of company shares at an adjusted price of 49.39 yuan per share, down from 71.54 yuan per share, while maintaining a funding scale of 53 million yuan [2]. - The number of shares involved in the plan has been adjusted from approximately 740,800 shares to about 1,073,100 shares [2]. Group 2: Participation and Funding - A total of 29 employees participated in the initial grant of the stock ownership plan, contributing a total of 35,676,767.90 yuan, which corresponds to 722,348 shares [2]. - The shares were sourced from the company's repurchased stock held in a dedicated account [2][3]. Group 3: Plan Duration and Unlocking Mechanism - The duration of the stock ownership plan is set for 60 months, with a minimum holding period of 12 months from the date of transfer [3]. - The unlocking of shares will occur in three phases: 40% after 12 months, 30% after 24 months, and the remaining 30% thereafter, subject to performance requirements [3].

董事会关于公司 2025 年员工持股计划草案的合规性说明 深圳市豪鹏科技股份有限公司（以下简称"公司"）根据《中华人民共和国 公司法》 深圳市豪鹏科技股份有限公司 通过公司职工代表大会依法充分征求员工意见，亦不存在摊派、强行分配等方式 强制员工参加员工持股计划的情形。员工持股计划确定的持有人均符合相关法律 法规、规范性文件规定的条件，主体资格合法、有效。 （以下简称《公司法》）、 《中华人民共和国证券法》 （以下简称《证券法》）、 《关于上市公司实施员工持股计划试点的指导意见》（以下简称《指导意见》）、 《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》 （以下简称《规范运作》）等相关法律、法规及《公司章程》等有关规定，制定 《公司 2025 年员工持股计划（草案）》 （以下简称"本员工持股计划"），现对本 员工持股计划是否符合《指导意见》等相关规定说明如下： 《规范运作》等法律法规、规范性文件和《公司 章程》规定的禁止实施员工持股计划的情形，公司具备实施员工持股计划的主体 资格。 《规范运作》等有关法律 法规、规范性文件的规定，不存在损害公司及全体股东利益的情形。 规范性文件规定的持有 ...