Economic Overview - Guangdong's GDP grew by 4.2% in the first half of the year, marking three consecutive quarters of recovery, indicating strong resilience and a positive trend in the economy [1] - The report titled "Clouds Parting to See Guangdong - 2025 Mid-Year Economic Observation" focuses on seven new coordinates to analyze the high-quality development of Guangdong's economy [1] New Market Opportunities - The evolution of robotics in Guangdong is highlighted as a key area for innovation, with applications in various sectors including aerospace and marine [2] - The report emphasizes the importance of new consumption patterns driven by 150 million people, showcasing new scenarios and supply chains [2] Open Economy - Guangdong is enhancing its foreign trade and investment through events like the Canton Fair and Chain Expo, indicating a robust approach to international engagement [2] - The ceramic industry is leading a "quality revolution" with the introduction of high-quality housing options [2] Talent Development - The integration of education and industry is crucial for Guangdong to become a "province of engineers," focusing on deepening talent cultivation [2] State-Owned Enterprises - The report discusses the new mission of state-owned enterprises in Guangdong, leveraging technology to support industrial development [2] - The establishment of demonstration towns for "three-life integration" is accelerating industrial cluster development in Foshan [2] Financial Innovation - Guangdong is addressing the challenges of technology finance, with state-owned venture capital leading the way and banks and insurance companies providing diversified support [2] Regional Development - Dongguan's resilience is analyzed, focusing on optimizing growth and revitalizing existing resources as part of a comprehensive strategy [2] - Chang'an, as Dongguan's first town to reach a trillion yuan in GDP, is embarking on a new phase of development [2]

Core Viewpoint - The discovery of a super-large zirconium mine in the Kuobai Basin of Xinjiang, China, significantly increases the country's zirconium resource reserves and may reshape the global zircon supply landscape [1][4][12]. Group 1: Resource Significance - The new zircon mine has the potential to transform China from a resource-importing nation to one with abundant local resources, impacting various high-tech and military sectors [1][5][10]. - The mine's estimated zircon stone mineral reserves exceed 2 million tons, which is four times China's previously known zircon resources [4][12]. - China currently consumes over half of the global zircon resources while holding only 500,000 tons, less than 1% of the global total [5][19]. Group 2: Market Impact - The discovery is expected to influence the global zircon market, with major suppliers in Australia and South Africa becoming wary of the "China variable" affecting supply and demand dynamics [16][19]. - The domestic zircon sand imports have sharply decreased by nearly half, leading to high volatility in local prices and prompting foreign suppliers to raise their quotes [14][16]. Group 3: Strategic Implications - The find represents a significant geological event, challenging previous assumptions about zircon deposits being primarily located near coastlines [7][9]. - The mine's location in a sparsely populated area minimizes potential ecological damage, allowing for a balance between economic benefits and environmental considerations [13][24]. - The discovery aligns with China's broader strategy to secure critical mineral resources, similar to its past advancements in rare earth elements [17][26]. Group 4: Future Outlook - The demand for zircon is projected to increase significantly, with estimates suggesting that global demand for zircon sand could more than double by 2027 [19][22]. - The successful development of this mine could enhance China's negotiating power in global markets and stimulate advancements in high-tech processing of zircon [22][25]. - The ongoing exploration and evaluation of this new resource will be crucial for ensuring sustainable and effective utilization [23][24].

4月28日公司发布的一季报数据显示，一季度公司共实现营业总收入3.50亿元，同比增长25.26%，实现 净利润0.50亿元，同比增长10.19%。（数据宝） 华瓷股份盘中涨停，已连收3个涨停板，截至9:26，该股报18.63元，换手率0.55%，成交量137.57万股， 成交金额2562.93万元，涨停板封单金额为2.59亿元。连续涨停期间，该股累计上涨33.07%，累计换手 率为12.28%。最新A股总市值达46.92亿元。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，机构净卖出237.25万元，营业部席位合计净卖出2856.04万元。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.29 | 10.00 | 7.80 | 327.08 | | 2025.07.28 | 10.00 | 3.94 | 3560.91 | | 2025.07.25 | 0.57 | 0.75 | 173.28 | | 2025.07.24 | 0.58 | 1.15 | ...

Group 1: Export Growth - In the first half of the year, Quanzhou's ceramic product exports reached 2.77 billion yuan, a year-on-year increase of 36.6% [1] - Private enterprises are the main force in expanding international markets, with ceramic product exports amounting to 2.59 billion yuan, a growth of 38.2%, accounting for 93.5% of the total export value [1] Group 2: Company Innovations - Longpeng Group has increased R&D investment, producing trendy Western-style ceramics for holidays, with exports exceeding 60 million yuan, a growth of over 60% [1] - Lusheng (Fujian) Group focuses on new bone china hotel series and high-end daily-use ceramics, establishing stable partnerships with renowned hotels [2] - Lusheng Group is creating a 5G smart factory, achieving over tenfold increase in daily production and improved product quality through automation [2] Group 3: Government Support - Quanzhou Customs is helping enterprises enhance self-inspection capabilities to meet international standards for lead and cadmium leaching rates [2] - The customs authority is accelerating the cultivation of "Authorized Economic Operators" (AEO) and guiding enterprises to utilize various supportive policies [2] - A memorandum of cooperation has been signed with the Dehua County government to promote ceramic product exports and support the construction of a logistics supervision center [2]

证券代码：001216 证券简称：华瓷股份 公告编号：2025-052 湖南华联瓷业股份有限公司 关于股票交易异常波动的公告 本公司及董事会全体人员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 的重大事项； 三、关于不存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据深交所《股票上市规则》等有 关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等； 董事会也未获悉本公司有根据深交所《股票上市规则》等有关规定应予以披露而 未披露的、对本公司股票及其衍生品种交易价格产生较大影响的信息；公司前期 披露的信息不存在需要更正、补充之处。 四、风险提示 上市规则》规定的需披露业绩预告的情形。 一、股票交易异常波动的情况介绍 湖南华联瓷业股份有限公司（以下简称"公司"）股票（证券简称：华瓷股 份，证券代码：001216）交易价格连续两个交易日（2025 年 7 月 28 日、2025 年 7 月 29 日）收盘价格涨幅偏离值累计达到 20%以上，根据深圳证券交易所《股 票交易规则》的有关规定，属于股票交易异常波动的情形。 二、公司关注及核实情况说明 针对 ...

蒙娜丽莎集团股份有限公司 内幕信息知情人管理制度 蒙娜丽莎集团股份有限公司 内幕信息知情人管理制度 第一章 总 则 第一条 为规范蒙娜丽莎集团股份有限公司（以下简称"公司"）内幕信息管理，加 强内幕信息保密工作，避免内幕交易，维护信息披露的公平原则，保护广大投资者的合法 权益，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》"）、《上市公司信息披露管理办法》《上市公司监管 指引第 5 号——上市公司内幕信息知情人登记管理制度》 《深圳证券交易所股票上市规则》 （以下简称"《股票上市规则》"）、《深圳证券交易所上市公司自律监管指引第 5 号— —信息披露事务管理》等有关法律、法规、规范性文件及《蒙娜丽莎集团股份有限公司章 程》（以下简称"《公司章程》"）的有关规定，制订本制度。 第二条 公司董事会对内幕信息知情人信息的真实性、准确性、完整性进行核查，保 证内幕信息知情人备案名单和信息的真实、准确、及时和完整，董事长为主要责任人。公 司董事会秘书负责办理公司内幕信息知情人登记入档和备案工作。证券部具体负责公司内 幕信息的日常管理工作。 第三条 公司审计委员会 ...

蒙娜丽莎集团股份有限公司 信息披露暂缓与豁免制度 蒙娜丽莎集团股份有限公司 信息披露暂缓与豁免制度 第一章 总则 第一条 为规范蒙娜丽莎集团股份有限公司（以下简称"公司"）和其他信息披露义 务人信息披露暂缓、豁免行为，加强信息披露监管，保护投资者合法权益，根据《中华人 民共和国证券法》《上市公司信息披露管理办法》《上市公司信息披露暂缓与豁免管理规 定》《深圳证券交易所股票上市规则》（以下简称《股票上市规则》）等有关法律、法规 及公司《信息披露事务管理制度》的相关规定，结合公司信息披露工作的实际情况，制定 本制度。 第二条 公司和其他信息披露义务人暂缓、豁免披露临时报告，在定期报告、临时报 告中豁免披露中国证券监督管理委员会和深圳证券交易所（以下简称"深交所"）规定或 者要求披露的内容，适用本制度。 第三条 公司和其他信息披露义务人应当真实、准确、完整、及时、公平地披露信息， 不得滥用暂缓或者豁免披露规避信息披露义务、误导投资者，不得实施内幕交易、操纵市 场等违法行为。 第四条 公司和其他信息披露义务人应当审慎确定信息披露暂缓、豁免事项，履行内 部审核程序后实施。 第二章 信息披露暂缓与豁免的适用情形 第五条 ...

蒙娜丽莎集团股份有限公司 对外担保管理制度 蒙娜丽莎集团股份有限公司 对外担保管理制度 第一章 总则 第一条 为了规范蒙娜丽莎集团股份有限公司（以下简称"公司"）的对外担保行为， 有效控制公司对外担保风险，确保公司资产安全，保护投资者合法权益，根据《中华人民 共和国民法典》《中华人民共和国公司法》《中华人民共和国证券法》《深圳证券交易所 股票上市规则》《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》等法律、法规、规范性文件以及《蒙娜丽莎集团股份有限公司章程》（以下简称"公 司章程"）的有关规定，制定本制度。 第二条 本制度所称对外担保是指公司为他人提供的担保，包括公司对控股子公司的 担保。担保形式包括保证、抵押、质押及其他担保事宜。 第三条 公司全资及控股子公司的对外担保，视同公司行为，其对外担保应按本制度 执行。公司控股子公司为公司合并报表范围内的法人或者其他组织提供担保的，公司应当 在控股子公司履行审议程序后及时披露。公司控股子公司为前款规定主体以外的其他主体 提供担保的，视同公司提供担保，应当遵守本制度相关规定。 第四条 公司提供担保应遵循"平等自愿、量力而行、严控风险"的原则 ...

蒙娜丽莎集团股份有限公司 特定对象来访及调研接待工作管理办法 蒙娜丽莎集团股份有限公司 特定对象来访及调研接待工作管理办法 第一章 总 则 第一条 为贯彻证券市场公开、公平、公正原则，规范蒙娜丽莎集团股份有限公司（以 下简称"公司"）对外接待行为，加强公司对外接待及与外界的交流和沟通，提高公司投 资者关系管理水平，根据《中华人民共和国公司法》《中华人民共和国证券法》《深圳证 券交易所股票上市规则》《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》等法律、法规和规范性文件以及《蒙娜丽莎集团股份有限公司章程》（以下 简称"《公司章程》"）的规定，结合公司实际，制定本办法。 第二条 特定对象包括但不限于： （一）从事证券分析、咨询及其他证券服务业的机构、个人及其关联人； 第四条 本办法所称重大信息是指根据法律、行政法规、部门规章、规范性文件和深 圳证券交易所规定应当披露的、对公司股票及其衍生品种交易价格可能或已经产生较大影 响的信息。 （二）从事证券投资的机构、个人及其关联人； （三）新闻媒体和新闻从业人员及其关联人； 第二章 目的和遵循原则 第五条 制定本办法的目的在于规范公司在接受调研、 ...

General Principles - The management system for the shares held by the directors and senior management of Mona Lisa Group is established to strengthen the management of their shareholdings and changes, ensuring compliance with relevant laws and regulations [1][2] - This system applies to directors, senior management, and other specified individuals or organizations holding and trading the company's shares and derivatives [1] Shareholding Change Management - The company secretary is responsible for managing the data and information regarding the shareholdings of directors and senior management, including online reporting and regular checks on trading disclosures [2][3] - Directors and senior management must report their personal and immediate family members' identity information to the Shenzhen Stock Exchange within specified timeframes [2][3] Reporting and Disclosure - The company and its directors must ensure the accuracy and completeness of their reported information, agreeing to the public disclosure of shareholding changes by the Shenzhen Stock Exchange [3][4] - Directors and senior management must report any changes in their shareholdings within two trading days of the occurrence [8] Lock-up and Transfer Restrictions - Newly acquired shares by directors and senior management are subject to automatic lock-up periods, with 75% of unrestricted shares locked for one year and 100% for those acquired within the first year of listing [3][4] - The annual transferable share limit for directors and senior management is calculated based on their holdings at the end of the previous year, with specific rules for untransferred shares [4][5] Trading Plans and Limitations - Directors and senior management must notify the company of their trading plans in writing, and any planned share reductions must be reported to the Shenzhen Stock Exchange 15 trading days in advance [6][7] - There are restrictions on share transfers during specific periods, such as before the announcement of annual or quarterly reports [9][10] Compliance and Penalties - Violations of the trading regulations may result in penalties or disciplinary actions against the responsible individuals [11] - The company must ensure that individuals with insider information do not engage in trading activities that could violate regulations [10][11] Final Provisions - The management system will be interpreted by the board of directors and will take effect upon approval [13]