文/梧桐数据中心 6月14日，深交所创业板新受理1家IPO企业：江松科技；6月13日，有7家IPO企业获受理，其中上交所科创板新受理2 家：上海超硅、恒运昌；上交所主板新受理1家：百菲乳业；北交所新受理4家：恒道科技、尚研科技、邦泽创科、英 氏控股。短短两天共有8家IPO获受理。 截至6月14日，2025年沪、深、北三大交易所共受理了41家IPO项目，其中上交所受理了10家、北交所受理了25家、深 交所受理了6家。 一、无锡江松科技股份有限公司创业板IPO 公司前身有限公司成立于2007年10月9日，2021年12月31日整体变更为股份公司。公司目前注册资本5,958.40万元。 （一）主营业务 公司是一家高端智能装备生产厂商。目前公司主要从事高效光伏电池智能自动化设备的研发、生产与销售，是国内光 伏电池智能自动化设备领域的龙头厂商。公司主要产品包括光伏电池扩散退火、PECVD、湿法制程等工序的智能自动 化设备和其他光伏设备，能够为客户提供智能、高效的全流程智能装备整体解决方案。 （二）控股股东、实际控制人 左桂松为公司的控股股东、实际控制人。截至2024年12月31日，左桂松直接持有公司71.28%股份，左 ...

Group 1 - Jiangsong Technology has been accepted for IPO on June 14, 2025, aiming to raise 1.053 billion yuan [1][2] - The company is a leading manufacturer of intelligent automation equipment for high-efficiency photovoltaic cells, providing comprehensive solutions for the entire production process [2][3] - Jiangsong Technology has achieved a market share ranking first in both domestic and global markets for photovoltaic cell automation equipment in 2022 [2][3] Group 2 - The company has established partnerships with major clients, including Tongwei Co., Longi Green Energy, and Trina Solar, covering top photovoltaic manufacturers in China [3] - Revenue figures for Jiangsong Technology show growth from 807 million yuan in 2022 to 2.019 billion yuan in 2024, with net profits increasing from 88.35 million yuan to 187 million yuan over the same period [3] - The funds raised from the IPO will be allocated to projects such as the construction of a photovoltaic intelligent equipment production base and a research and development center, aimed at enhancing production capacity and competitiveness [4]

借由回购公告披露的上市公司十大股东，公募、券商、外资等机构二季度最新调仓显现。 同是医药基金经理，中欧基金葛兰与广发基金吴兴武在医疗器械股迈普医学存在"反向操作"。据最 新披露，中欧医疗健康二季度已新进迈普医学十大股东，吴兴武已退出该行列。 截至最新收盘，该 股年内股价累计涨幅为37.52%。 在光伏细分赛道，广发基金郑澄然二季度以来调仓操作颇多，大比例增持储能逆变器个股固德威， 退出大全能源十大股东，减持光伏玻璃股金晶科技、储能逆变器个股德业股份。与郑澄然不同，赵 诣则连续增持德业股份。 同为永赢基金旗下基金经理，高楠与李文宾或在军工股北方长龙上存在分歧。二人共管产品增持北 方长龙，但李文宾独立在管产品已退出该股十大股东。 与此同时，国内券商、外资机构、私募等二季度调仓也逐步浮现，整体调仓主要集中在高端制造与 化工新材料领域。细看发现，券商与外资机构也在个股调仓上存在分歧。据最新披露，阿布达比增 持宝丰能源，而中信证券减持该精细化工股。 葛兰、吴兴武有"反向操作" 截至5月21日，葛兰旗下中欧医疗健康二季度已新进迈普医学十大股东；继去年四季度、今年一季度 连续减持后，吴兴武旗下广发医疗保健已退出该股十大股东 ...

Core Viewpoint - The stock price of Gaoce Co., Ltd. has decreased by 3.59% to 9.14 yuan as of June 13, 2025, with a total market capitalization of 4.997 billion yuan, ranking 45th in the photovoltaic equipment sector [1] Company Announcements Summary - The 2024 annual general meeting of shareholders was held on June 9, 2025, with 208 attendees representing 183,974,723 shares, accounting for 33.65% of the total voting shares. Ten resolutions were approved, including the annual report, financial statements, profit distribution, and the adjustment of the conversion price of "Gaoce Convertible Bonds" [1][2] - The conversion price of "Gaoce Convertible Bonds" was adjusted from 35.66 yuan per share to 10.50 yuan per share, effective from June 11, 2025. The adjustment was authorized by the shareholders' meeting [2][5] - Following the implementation of the 2024 annual profit distribution plan, the conversion price will be further adjusted from 10.50 yuan per share to 7.37 yuan per share, effective on the first trading day after the equity registration date [3][5]

Core Viewpoint - Yongzhen Co., Ltd. (603381) has seen a stock price increase of 4.33% this week, closing at 22.15 yuan as of June 13, 2025, with a total market capitalization of 5.255 billion yuan [1] Shareholder Changes - As of May 31, 2025, the number of shareholders for Yongzhen Co., Ltd. is 21,600, a decrease of 1,319 shareholders or 5.76% compared to March 31, 2025 [1][3] Company Announcements - Yongzhen Co., Ltd. announced a cash dividend of 0.56 yuan per share, totaling 132,863,542.56 yuan to be distributed [1][3] - The record date for the dividend is June 19, 2025, with the payment date set for June 20, 2025 [1] - Tax implications for different types of shareholders are outlined, with a net dividend of 0.504 yuan per share for certain investors after tax deductions [1]

Core Viewpoint - The company, Shuangliang Energy, has shown a positive stock performance with a recent closing price of 4.59 yuan, reflecting a 1.77% increase from the previous week, and has important announcements regarding project bids and financial activities [1][2][3] Group 1: Stock Performance - As of June 13, 2025, Shuangliang Energy's stock closed at 4.59 yuan, up from 4.51 yuan the previous week, marking a 1.77% increase [1] - The stock reached a weekly high of 4.9 yuan on June 12 and a low of 4.45 yuan on June 10 [1] - The company's current total market capitalization is 8.601 billion yuan, ranking 35th out of 63 in the photovoltaic equipment sector and 1832nd out of 5150 in the A-share market [1] Group 2: Company Announcements - Shuangliang Energy has won a bid for the Gansu Energy Chemical Qinyang 2×660MW coal power project, with a bid amount of 236.98 million yuan [3] - The company plans to engage in a non-recourse accounts receivable factoring business with a maximum amount of 2.3 billion yuan [3] - The "Shuangliang Convertible Bond" is expected to meet conditions for a downward adjustment of the conversion price, currently set at 6.18 yuan per share, with a potential adjustment if the stock price remains below 85% of the conversion price for a specified period [3]

截至2025年6月13日收盘，首航新能（301658）报收于27.91元，较上周的27.55元上涨1.31%。本周，首 航新能6月13日盘中最高价报29.24元。6月10日盘中最低价报27.31元。首航新能当前最新总市值115.09 亿元，在光伏设备板块市值排名25/63，在两市A股市值排名1358/5150。 本周关注点 第二届监事会第六次会议决议公告 深圳市首航新能源股份有限公司第二届监事会第六次会议于2025年6月11日召开，审议通过以下议案：- 调整募集资金投资项目拟投入募集资金金额。- 使用募集资金置换预先投入募投项目及已支付发行费用 的自筹资金，合计置换金额为人民币438616200元。 关于使用募集资金置换预先投入募投项目及已支付发行费用的自筹资金的公告 公司首次公开发行A股4123.7114万股，每股发行价11.80元，募集资金总额48659.79万元，扣除发行费用 后实际募集资金净额为41252.25万元。截至2025年5月20日，公司以自筹资金预先投入募投项目 108828.84万元，支付发行费用2609.37万元，拟使用募集资金置换合计43861.62万元。 2024年年度权益分派实施公 ...

公司公告汇总 固德威技术股份有限公司拟以集中竞价交易方式回购公司已发行的部分人民币普通股（A股）股份。回 购资金总额不低于人民币1亿元，不超过1.5亿元，资金来源为公司自有资金和股票回购专项贷款。回购 价格不超过53元/股，回购期限为自董事会审议通过之日起12个月内。回购股份拟用于股权激励或员工 持股计划，或减少注册资本。若未能在3年内实施上述用途，未转让股份将被注销。公司已取得中信银 行苏州分行的《贷款承诺函》。回购股份数量预计为188.68万股至283.02万股，占公司总股本的0.78% 至1.17%。公司控股股东、实际控制人、董事、监事、高级管理人员及持股5%以上的股东在未来6个月 内暂无减持计划。本次回购不会对公司日常经营、财务状况、研发、盈利能力、债务履行能力和未来发 展产生重大影响。公司将根据回购进展及时履行信息披露义务。 截至2025年6月13日收盘，固德威（688390）报收于40.83元，较上周的40.03元上涨2.0%。本周，固德 威6月13日盘中最高价报41.99元。6月12日盘中最低价报39.56元。固德威当前最新总市值99.05亿元，在 光伏设备板块市值排名29/63，在两市A股市值 ...

Group 1 - Company GuoDeWei plans to repurchase shares with a total investment of between 100 million to 150 million yuan, with a maximum repurchase price of 53 yuan per share, expecting to buy back between 1.89 million to 2.83 million shares, accounting for 0.78% to 1.17% of total share capital [1] - Company Shuangliang Energy has won a bid for the Gansu Energy Chemical Qinyang 2×660MW coal power project, with a total bid amount of 237 million yuan, representing 1.82% of the company's projected revenue for 2024 [1] - Company China Pacific Insurance reported a total premium income of 227.17 billion yuan from its two subsidiaries in the first five months, with a year-on-year growth of 10.2% for its life insurance subsidiary and 0.5% for its property insurance subsidiary [1][2] Group 2 - Company LuKang Pharmaceutical has received a drug registration certificate for injectable Cefoperazone Sodium, a third-generation cephalosporin with broad-spectrum antibacterial properties [3] - Company 吉祥航空 reported a 4.97% year-on-year increase in passenger turnover in May, with a seat occupancy rate of 86.14%, up 3.70% year-on-year [4][5] - Company DuRui Pharmaceutical's subsidiary has also received a drug registration certificate for injectable Cefoperazone Sodium [6] Group 3 - Company KeLan Software announced that part of the shares held by its controlling shareholder will be auctioned, involving 5.09 million shares, accounting for 1.07% of the total share capital [7] - Company HuaCan Optoelectronics received a government subsidy of 87.84 million yuan, which is expected to positively impact the company's pre-tax profit for 2025 [8] - Company JinZhi Technology has won a bid for projects from the State Grid and China Resources New Energy, with a total bid amount of 84.41 million yuan [9] Group 4 - Company Vision China completed a capital increase for its subsidiary, raising 100 million yuan to accelerate its layout in the AI field [11] - Company Youa Co. received a profit distribution of 96.03 million yuan from its investment in Changsha Bank [13] - Company WanBangde's subsidiary obtained a patent for a deuterated compound, enhancing the chemical stability and reducing toxicity [16] Group 5 - Company DongCheng Pharmaceutical completed the enrollment of all 488 participants in the Phase III clinical trial for Fluorine-18 PSMA peptide injection, aimed at prostate cancer diagnosis [17] - Company China Merchants Expressway announced that its first phase of medium-term notes for 2024 will pay interest on July 2, 2025, with a total issuance of 2.5 billion yuan and an interest rate of 2.35% [18] - Company JinPu Titanium's subsidiary has temporarily suspended production for maintenance due to falling product prices and high production costs [20] Group 6 - Company BeiLu Pharmaceutical received a marketing authorization for Iodinated Contrast Injection in Hungary, marking another approval in the EU [22] - Company LiXing Co. obtained an overseas investment certificate for its wholly-owned subsidiary in Singapore, with a total investment of 2.16 million yuan [24] - Company LangKun Technology won a garbage collection service project with a bid amount of 21.57 million yuan [26] Group 7 - Company KeRui International plans to transfer 55% of its subsidiary Tianjin ZhiRui's equity for 41.96 million yuan [28] - Company Nanjing JuLong intends to invest 130 million yuan to build a production project for special materials with an annual output of 40,000 tons [30] - Company NanShan Intelligent plans to use up to 50 million yuan of idle funds for cash management in safe and liquid financial products [32] Group 8 - Company GuangLian Aviation completed the business change registration for its subsidiary, involving the introduction of strategic investors [34] - Company XiaoFang Pharmaceutical signed a cooperation agreement to develop a new drug for hair loss treatment [36] - Company GuiZhou SanLi plans to sign a 150 million yuan technology transfer and development contract with Guangdong Pharmaceutical University [38] Group 9 - Company ST SiLong's subsidiary received a drug registration certificate for Famotidine injection, used for treating upper gastrointestinal bleeding [52] - Company ZhongKe Information's executive plans to reduce holdings of up to 180,000 shares, accounting for 0.06% of total share capital [53] - Company KeLun Pharmaceutical's injectable Cefoperazone Sodium/Chloride Sodium injection received drug registration approval [54] Group 10 - Company LuXin Investment plans to transfer 10.06% of its stake in LuXin HuiJin for 203 million yuan, aiming to focus on its main business [56] - Company Western Gold plans to acquire 100% of Xinjiang MeiSheng for 1.655 billion yuan [58] - Company JinTou City Development intends to swap assets worth 5.862 billion yuan, changing its main business to urban centralized heating [60]

全国首例上市公司董监高违反公开承诺案赔偿款已全额支付 近日，上海金融法院依法审结的原告刘某某、郑某某诉被告上海金某泰化工股份有限公司、袁某、罗某证券虚 假陈述责任纠纷案生效。该案系2019年修订《中华人民共和国证券法》以来，全国首例因上市公司董监高未履 行公开增持承诺引发的证券侵权纠纷案件。今年4月25日，上海金融法院公开宣判该案，判令被告袁某、罗某 共同赔偿原告刘某某投资损失50.61万元，共同赔偿原告郑某某投资损失27.74万元。案件宣判后，各方当事人 均服判息诉。被告袁某、罗某表示，愿意主动履行一审法院生效判决。日前，两被告已向两原告全额支付赔偿 款。对于其他投资者涉诉案件，两被告表示愿意在损失核定后，优先通过调解方式化解纠纷。 欧盟将对两家中国小型银行实施制裁，外交部回应 据环球网，12日，外交部发言人林剑主持例行记者会。彭博社记者提问，据报道，欧盟将对两家中国小型银行 实施制裁，因为它们为俄罗斯绕过欧盟现有贸易限制提供便利。中方对此有何评论？林剑对此表示，中方一贯 反对没有国际法依据、未经联合国安理会授权的单边制裁和长臂管辖。当前，包括欧美在内的大多数国家都在 同俄罗斯开展贸易，中俄企业的正常交往合 ...