我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年7月21日 | ● 国内金融市场 ● | | | ● 股指期货 · | | | | --- | --- | --- | --- | --- | --- | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | 上证指数 | 3534.48 | 0.50% | 上证当月连续 | 2758.8 | 0.65% | | 深证成指 10913.84 | | 0.37% | 沪深当月连续 | 4050.6 | 0.55% | | 创业板指 | 2277.15 | 0.34% | 恒生期货指数 | 32043.72 | 1.68% | 宏观消息汇总 1. 商务部:我国的社零绝对值相当于美国的80%左右,从实际购买 力来看,按照世界银行给出的数据和算法,我国社零已超过美国, 是美国的1.6倍。 2. 金融监管总局:扎实推进中小金融机构改革化险,有效防范化 解重点领域风险。 3. 国家发展改革委等7部门共同印发《关于实施鼓励外商投资企业 境内再投资若干措施的通知》,多举措鼓励外资境内再投资。 二、行业最新动态 1. 国家出口管制工作协调机制 ...

研究所： 证券分析师： 罗琨 S0350522110003 luok@ghzq.com.cn 联系人 ： 禹露 S0350124070012 yul06@ghzq.com.cn 2025 年 07 月 20 日 北交所行业研究 [Table_Title] 本周北证 50 小幅回调，宏远股份注册通过，下 周鼎佳精密申购 ——北交所行业周报 最近一年走势 | 表现 | | 1M | 3M | 12M | | --- | --- | --- | --- | --- | | 北证 | 50 | 1.15% | 8.86% | 86.84% | | 沪深 | 300 | 4.86% | 7.59% | 15.91% | 相关报告 《北交所行业周报：本周北证 50 实现领涨、广信 科技上市，下周锦华新材上会（推荐）*中小盘*罗 琨》——2025-06-30 《北交所行业周报：近期北证 50 指数呈震荡回调， 下周奥美森上会（推荐）*中小盘*罗琨》—— 2025-06-23 《北交所行业周报：本周北交所放量下跌、交大铁 发正式上市，下周广信科技申购（推荐）*中小盘* 罗琨》——2025-06-16 《北交所行业周报：北证专 ...

一、复牌 1、长鸿高科：拟通过发行股份、可转换公司债券及支付现金方式，购买交易对方合计持有的广西长科 100%股权，广西长科主要致力于特种合成树脂的研发，股票复牌。 2、济川药业：披露曹飞要约收购结果，股票日复牌。 3、*ST亚振：核查工作已完成，股票复牌。 1、上实发展：公司全资子公司泉州上实拟以协议转让方式将其持有的泉州市丰泽区上实海上海项目部 分产品分别售于泉州开源置业下属全资子公司泉州甄源、泉州歆源，出售总价约为20.5亿元 2、日科化学：与山东东明石化集团有限公司签署《战略合作框架协议》，拟在专用聚乙烯粉料供应、 共建产业生态圈、氯化聚乙烯等技术合作及新产品研发、合资新建氯化聚乙烯装置等领域开展深度合作 3、华东医药：全资子公司获得注射用HDM2012药物临床试验批准通知书。 二、定增、并购 1、芯联集成：拟58.97亿元购买芯联越州72.33%股权。 2、东吴证券：拟定增募资不超过60亿元，用于向子公司增资、信息技术及合规风控投入、财富管理业 务、购买科技创新债券等债券投资业务、做市业务不、偿还债务及补充营运资金。 3、卫光生物：拟定增募资不超过15亿元，用于卫光生物智能产业基地项目、补充流动资金 ...

本周，A股稳步上攻，创业板指创年内新高，深证成指也创4个月来新高，并逼近年内最高点，科创 50、中证500、中证1000等指数亦创阶段性新高。周成交温和放大至7.73万亿元，为3个月来最大周成交 量。 资金踊跃入市 稀土需求或快速增长 杠杆资金入市踊跃，绝大部分申万一级行业本周都获得融资净买入，其中计算机行业获得逾44亿元净买 入，电子行业获得逾30亿元净买入，机械设备行业、非银金融行业均获得超20亿元净买入，电力设备、 有色金属、医药生物、汽车等行业也获得超10亿元净买入。仅纺织服饰、商贸零售两个行业被小幅净卖 出。 另据Wind数据统计，电子、医药生物、汽车三个行业本周均获得超200亿元主力资金净流入，电力设 备、通信、计算机、有色金属等行业也获得超百亿元净流入，机械设备行业则连续10日获得净流入。非 银金融行业主力资金净流出逾83亿元，公用事业行业净流出逾34亿元，房地产、传媒、银行等行业也都 净流出超20亿元。 展望后市，太平洋证券指出，随着中美贸易谈判利好消息的出现（如英伟达芯片解禁、稀土出口部分放 开等），叠加"反内卷"带来的通胀止跌的期待，股涨债跌后续将持续。自指数向上变盘之后，银行、 AI、创 ...

雅本化学（300261）公告，预计2025年1月1日至2025年6月30日期间，归属于上市公司股东的净利润为 亏损1000万元—500万元，较上年同期亏损减少。扣除非经常性损益后的净利润预计亏损2200万元— 1700万元，上年同期为亏损4942.02万元。公司2025年半年度非经常性损益约为1200万元。 ...

Group 1 - Company received an administrative penalty notice and announced a risk warning, leading to a one-day suspension of its stock on July 21, with resumption on July 22 [2] - The penalty relates to matters from 2021, affecting the annual report and subsequent convertible bond issuance, but does not trigger mandatory delisting [2] - The board is committed to addressing regulatory requirements and aims to mitigate the impact of the penalty, with plans to apply for the removal of the risk warning after fulfilling certain conditions [2] Group 2 - In early July, the company voluntarily disclosed a half-year performance forecast for 2025, expecting a net profit of 300 million to 330 million yuan, representing a year-on-year growth of 32.06% to 45.27% [3] - The growth is driven by the increasing demand for GLP-1 targeted drugs, which supports the company's performance, alongside new production capacity coming online [3] - The company is exploring advanced fields such as oligonucleotide drugs and synthetic biology, including a strategic partnership with a leading biomanufacturing firm to enhance technological progress [3]

Group 1 - Senyuan Electric signed a strategic cooperation agreement with Xuchang Digital Supply Chain Management Co., aiming for annual business cooperation not exceeding 500 million yuan over 36 months [1] - CICC's subsidiary, CICC Wealth, reported a net profit of 987 million yuan for the first half of the year, with total assets of 193.37 billion yuan [2] - Shuangjie Electric expects a net profit of 100 million to 120 million yuan for the first half of the year, representing a year-on-year increase of 16.03% to 39.23% [3][4] - Shentong Technology reported a net profit of 64.28 million yuan for the first half of the year, a year-on-year increase of 111.09% [5] - Suqian Nongfa's net profit for the first half of the year decreased by 27.72% to 213 million yuan [6] Group 2 - Fuan Pharmaceutical expects a net profit decline of 39.95% to 53.81% for the first half of the year, estimating between 100 million to 130 million yuan [8] - Xingwang Yuda anticipates a net loss of 11 million to 21 million yuan for the first half of the year [9] - Pulaike received a new veterinary drug registration certificate for a vaccine aimed at preventing chicken diseases [10] - Yuandong Biological's ephedrine injection received a drug registration certificate for treating low blood pressure during anesthesia [11] - Suqian Liansheng's subsidiary obtained two invention patent certificates [12] Group 3 - Oke Technology signed a 176 million yuan equipment order with Jiangxi Tianhong New Materials [13] - Publishing Media announced the resignation of its chief accountant due to work changes [15] - Zhongxin Co. plans to use 40 million yuan of idle funds for cash management [16] - Huiyun Titanium plans to use up to 58 million yuan of idle convertible bond funds for cash management [18] - Haineng Technology intends to apply for a credit facility of up to 200 million yuan from a bank [20] Group 4 - Jiabiou expects a net profit increase of 57.61% for the first half of the year, estimating around 107 million yuan [21] - Nanjing Gaoke reported a 1185% year-on-year increase in contract sales area for the second quarter [22] - Shuguang Co. received approval for a specific stock issuance application [23] - Huadong Pharmaceutical's subsidiary received approval for a clinical trial of a new drug targeting advanced solid tumors [23] - Quicheng Co. plans to invest 900 million yuan in two new projects [25] Group 5 - Shenlian Biological's vaccine for avian adenovirus received a new veterinary drug registration certificate [26] - Rike Chemical signed a strategic cooperation framework agreement with Dongming Petrochemical [28] - Jincheng Pharmaceutical's subsidiary received a renewed tobacco production license [29] - Magmi Te's stock issuance application was accepted by the Shenzhen Stock Exchange [29] - Zhongyin Securities received approval to issue bonds totaling up to 14 billion yuan [29] Group 6 - Hewei Electric's executives plan to reduce their holdings by a total of 2.24% of the company's shares [44] - Guo Wang Xintong reported a net profit of 266 million yuan for the first half of the year, a decrease of 10.82% [45] - Guo Wang Xintong's subsidiary won a 966 million yuan tender from the State Grid [46] - Jicheng Electronics won contracts worth approximately 83.79 million yuan from the State Grid [48] - Helen Piano is planning a change of control, leading to a temporary stock suspension [48]

证券代码：300194 证券简称：福安药业 公告编号：2025-022 福安药业（集团）股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，不存在虚假记载、误导性陈 述或者重大遗漏。 一、本期业绩预计情况 项 目 本报告期 上年同期 盈利：10,000 万元–13,000 万元 归属于上市公司股 盈利：21,647.75 万元 东的净利润 本次业绩预告相关财务数据未经注册会计师审计，敬请投资者注意投资风险。 三、业绩变动原因说明 （一）业绩变动情况 - 53.81%。公司业绩下降的主要原因是：随着集采在全国推行，公司主要产品销售价格大 幅度下降，营业收入降低，利润空间承压。 比上年同期下降：39.95% - 53.81% 盈利： 9,100 万元–12,100 万元 扣除非经常性损益 盈利：20,337.34 万元 后的净利润 比上年同期下降：40.50% -55.25% 二、与会计师事务所沟通情况 公司董事会关于2025年半年度业绩预告的情况说明。 特此公告。 福安药业（集团）股份有限公司 董事会 二〇二五年七月十八日 （二）非经常性损益对净利润的影响说明 本报告期，公司预计非经常性损益 ...

首次授予部分第一个归属期归属名单的核查意见 董事会薪酬与考核委员会关于 2024 年限制性股票激励计划 苏州昊帆生物股份有限公司 （1）最近 12 个月内被证券交易所认定为不适当人选； 苏州昊帆生物股份有限公司（以下简称"公司"）董事会薪酬与考核委员会 依据《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》"）、 《上市公司股权激励管理办法》 （以下简称"《管理 办法》"）等有关法律、法规及规范性文件和《苏州昊帆生物股份有限公司章程》 （以下简称"《公司章程》"）的规定，对 2024 年限制性股票激励计划（以下简称 "本激励计划"）首次授予部分第一个归属期归属名单进行了核查，发表核查意见 如下： 激励对象不存在下列情形： 综上，董事会薪酬与考核委员会同意本次符合条件的 122 名激励对象办理归 属，对应第二类限制性股票的归属数量为 21 万股。上述事项符合相关法律、法 规及规范性文件所规定的条件，不存在损害公司及股东利益的情形。 苏州昊帆生物股份有限公司 董事会薪酬与考核委员会 （2）最近 12 个月内被中国证券监督管理委员会（以下简称"中国证监会"） ...

Group 1: Military Industry - The military sector has potential due to its previous status as a hot topic and recent technical analysis indicating a breakout from a resistance level [1] - Despite a strong mid-term outlook, there is uncertainty about whether it will directly break through or continue to oscillate [1] - Comparatively, sectors like computing power and robotics are currently outperforming the military sector, making competition for investor attention more challenging [1] Group 2: Robotics and Computing Power - The computing power sector, particularly CPUs, is showing strong upward movement, indicating a robust market presence [2] - The robotics sector is also gaining traction, benefiting from its association with the computing power sector [3] - Both sectors are seen as taking market share from other areas, particularly impacting the digital currency sector [2] Group 3: Digital Currency - The digital currency sector is experiencing a decline in trading volume as it loses market share to the computing power and robotics sectors [2] - There is ongoing concern about the potential for a market shift, with the digital currency sector needing to regain momentum to avoid prolonged adjustments [2] Group 4: Securities Sector - The securities sector is currently underperforming, moving in sync with the broader index and showing signs of weakness [3] - It has not been featured in the secondary hot topic list since September 2022, indicating a lack of investor interest [3] - The focus remains on sectors that are currently performing well, with a preference for those listed in the hot topic rankings [3]