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 ...

Core Viewpoint - The company, Hangzhou Hemai Power Electronics Co., Ltd., has announced a differentiated cash dividend distribution plan, approved at the 2024 annual shareholders' meeting, with a cash dividend of 3.20 RMB per share (including tax) [1][2]. Dividend Distribution Plan - The company plans to distribute a cash dividend of 32 RMB for every 10 shares held, totaling approximately 393.92 million RMB (including tax) [2]. - The total share capital as of the announcement date is 124,073,545 shares, excluding shares held in the company's repurchase account [2]. - The distribution will not include stock dividends or capital reserve transfers [2]. Relevant Dates - The key dates for the dividend distribution include the record date, ex-dividend date, and cash dividend payment date, which are specified in the announcement [1][2]. Tax Implications - For individual shareholders holding shares for over one year, the cash dividend is exempt from personal income tax, resulting in an actual distribution of 3.20 RMB per share [3]. - For shares held for one month or less, a 20% tax applies, while shares held between one month and one year are taxed at 10% [3]. - Qualified Foreign Institutional Investors (QFII) will have a 10% corporate income tax withheld, resulting in a net dividend of 2.88 RMB per share [4]. - Hong Kong investors holding shares through the "Shanghai-Hong Kong Stock Connect" will also face a 10% withholding tax, leading to a net dividend of 2.88 RMB per share [4]. Implementation of Dividend Distribution - Shares held in the company's repurchase account will not participate in the dividend distribution [2][5]. - The cash dividends will be distributed through the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, to shareholders registered by the record date [3][5].

Group 1: Company Performance - In Q1 2025, the company achieved operating revenue of 561 million RMB, a year-on-year increase of 24.55% [3] - The net profit attributable to shareholders was 163 million RMB, reflecting a year-on-year growth of 20.76% [3] - Cumulative cash dividends since 2019 amount to 507 million RMB, with a cash dividend of 1.06 RMB per share announced for 2024 [3] Group 2: Investor Relations and Communication - The company emphasizes the importance of protecting investor rights and enhancing communication through various measures, including cash dividends and share buybacks [3] - The company has established a long-term mechanism for market value management to reflect its quality and intrinsic value [3] - Concerns regarding negative rumors about order cancellations and factory shutdowns were addressed, confirming that production operations are normal [3] Group 3: Future Outlook and Strategy - The company is focusing on new laser technologies such as TOPCon and XBC, with ongoing orders in these areas [2] - The production model is based on "sales-driven production," allowing for flexible capacity utilization [3] - The company is committed to improving operational efficiency and profitability to enhance investor confidence [3]

较强 趋势方向 天合光能688599 时间: 2025年6月11日星期三 53.59分综合得分 主力成本分析 14.25 元 当日主力成本 14.14 元 5日主力成本 13.82 元 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 20日主力成本 14.70 短期支撑位 14.37 中期压力位 跌停 0 次 北向资金数据 | 持股量5230.79万股 | 占流通比2.4% | | --- | --- | | 昨日净买入-201.60万股 | 昨日增仓比-0.093% | | 5日增仓比-0.235% | 20日增仓比-0.069% | 技术面分析 14.37 短期压力位 14.01 13.15 中期支撑位 目前短线趋势不慎明朗，静待主力资金选择方向； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 ★多方炮★ 在底部出现有上涨可能，在中间出现有可能是上涨中继，顶部出现是复合见顶信号 资金流数据 2025年06月11日的资金流向数据方面 | 主力资金净流入2342.24万元 | | --- | | 占总成交额8% | | 超大单净流入1857.65万元 | | 大单净流入484.59万元 ...

[Table_Main] 行业研究|能源|新能源 证券研究报告 新能源行业周报、月报 2025 年 06 月 11 日 [Table_Title] 供给侧有望反转，技术迭代加速破局 ——电力设备新能源行业周报 [Table_Summary] 报告要点： 周度行情回顾 2025 年 06 月 01 日至 06 月 06 日，上证综指上涨 1.13%，深证成指 上涨 1.42%，创业板指上涨 2.32%。其中申万电力备上涨 1.38%，较 沪深 300 跑赢 0.5pct。细分子行业来看，申万光伏设备/风电设备/电 池/电网设备分别上涨 1.10%/1.50%/1.05%/1.80%。 重点板块跟踪 特斯拉：6 月 4 日，特斯拉宣布在美国构建覆盖"锂矿提炼-材料制造 -电芯生产-整车组装"的全链条电池生产体系，旨在彻底摆脱对中国供 应链的依赖。马斯克明确表示："供应链本地化对降低地缘政治风险 至关重要"。 投资建议 光伏：在经历"430 抢装"驱动的分布式项目采购潮后，光伏产业链 价格如期进入回调周期，硅料、硅片及组件等环节价格中枢较抢装期 下移，但较 Q1 低点仍保有一定的缓冲空间。当前价格波动实为产能 调节 ...

[Table_Main] 行业研究|能源|新能源 证券研究报告 新能源行业周报、月报 2025 年 06 月 11 日 [Table_Title] 供给侧有望反转，技术迭代加速破局 ——电力设备新能源行业周报 [Table_Summary] 报告要点： 周度行情回顾 2025 年 06 月 01 日至 06 月 06 日，上证综指上涨 1.13%，深证成指 上涨 1.42%，创业板指上涨 2.32%。其中申万电力备上涨 1.38%，较 沪深 300 跑赢 0.5pct。细分子行业来看，申万光伏设备/风电设备/电 池/电网设备分别上涨 1.10%/1.50%/1.05%/1.80%。 重点板块跟踪 特斯拉：6 月 4 日，特斯拉宣布在美国构建覆盖"锂矿提炼-材料制造 -电芯生产-整车组装"的全链条电池生产体系，旨在彻底摆脱对中国供 应链的依赖。马斯克明确表示："供应链本地化对降低地缘政治风险 至关重要"。 投资建议 光伏：在经历"430 抢装"驱动的分布式项目采购潮后，光伏产业链 价格如期进入回调周期，硅料、硅片及组件等环节价格中枢较抢装期 下移，但较 Q1 低点仍保有一定的缓冲空间。当前价格波动实为产能 调节 ...

Investment Rating - The industry investment rating is "Overweight" [3][22]. Core Viewpoints - The report highlights the successful listing of Circle, marking it as the first public stablecoin company, with its stock price increasing nearly 2.5 times since its IPO, leading to a market capitalization of approximately $23.8 billion [6][7]. - The stablecoin market has seen explosive growth, with its total size increasing from $20 billion in 2020 to $246 billion by May 2025, alongside a 598% increase in trading volume [6][7]. - The report emphasizes three main growth themes: Blockchain + Fintech, New Energy + RWA (Real World Assets), and Cross-Border Payments [6][7]. Summary by Sections Recommended Companies - Key recommendations include companies such as Xinjie Electric, Beite Technology, Hanwei Technology, Zhaowei Electromechanical, Hengli Hydraulic, and Nuwei Co., Ltd. [4]. Industry Focus: Humanoid Robots - The humanoid robot industry is expected to see a cumulative demand of approximately 2 million units by 2030, currently in a critical breakthrough phase [5][6]. - The report suggests focusing on Tier 1 and core component suppliers within this sector [6]. Industry Focus: Photovoltaic Equipment - The penetration rate of N-type photovoltaic technology is accelerating, enhancing the competitiveness of leading companies [17]. - The report recommends companies like Maiwei Co. and Jiejia Weichuang for their technological innovations and customer bases [17]. Industry Focus: Energy Storage - Energy storage is essential for building a new type of power grid, with favorable policies boosting industry growth [17]. - Leading companies in battery, inverter, and integration segments are highlighted as key investment opportunities [17]. Industry Focus: Semiconductor Equipment - The semiconductor equipment market is projected to reach $140 billion by 2030, with a growing share from mainland China [17]. - The report suggests focusing on platform companies and domestic replacements that are expected to break through quickly [17]. Industry Focus: Automation - The market for industrial consumables is around $40 billion, expected to reach $55.7 billion by 2026, with leading companies benefiting from increased concentration and import substitution [17][18]. Industry Focus: Hydrogen Energy - Green hydrogen aligns with carbon neutrality goals, with rapid development in photovoltaic and wind energy laying the foundation for hydrogen production [17]. Industry Focus: Engineering Machinery - The report recommends focusing on leading companies with product, scale, and cost advantages in the engineering machinery sector [17][18].

A股光伏设备盘初走强，爱旭股份涨超8%，聚合材料涨超6%，帝科股份、宇邦新材、钧达股份、双良 节能等均涨超3%。 订阅A股市场资讯 +订阅 ...