东 兴 晨 报 东兴晨报 P1 经济要闻 1. 国务院：办公厅转发财政部《关于规范政府和社会资本合作存量项目建 设和运营的指导意见》，其中提出，分类分级推进实施。地方政府要根据 经济社会发展需要、项目性质和财力状况，按照轻重缓急合理排序，优先 实施具有一定收益的项目，持续保障项目建成完工。对接近完工的项目， 要抓紧推进建设、及时验收决算、及早投入运营。对推进缓慢的项目，要 进一步论证建设内容，研究压缩实施规模、优化建设标准、调整配套建设 内容等，减少不必要建设成本，相关程序严格按照《政府投资条例》、《企 业投资项目核准和备案管理条例》等有关规定执行，原则上不得超出已核 定概算总投资。（资料来源：同花顺） 2. 重庆市政府：印发《重庆市做好金融"五篇大文章"实施方案》。其中 提到，争取国家层面出台支持重庆深化科技金融改革专项文件，开展好科 技企业并购贷款和金融资产投资公司参与股权投资两项试点。实施科技金 融"长江领航计划"，聚焦"33618"现代制造业集群体系和"416"科技 创新布局，统筹运用股权、债权、保险等手段，为科技型企业提供全链条、 全生命周期金融服务。（资料来源：同花顺） 3. 浙江省政府：印发《浙 ...

其 他 研 究 沪深300 及创业板指数近1年走势 数据来源：聚源 -20% 0% 20% 40% 60% 80% 2024-08 2024-12 2025-04 沪深300 创业板指 昨日涨跌幅前五行业 | 行业名称 | 涨跌幅(%) | | --- | --- | | 医药生物 | -0.066 | | 家用电器 | 0.122 | | 房地产 | 0.159 | | 环保 | 0.198 | | 建筑装饰 | 0.201 | | 数据来源：聚源 | | 开源晨会 0821 吴梦迪（分析师） wumengdi@kysec.cn 证书编号：S0790521070001 观点精粹 总量视角 【宏观经济】对等关税 2.0 后，行业关税或将成关键新变量——宏观经济专题 -20250820 【宏观经济】广义财政收入压力边际缓解——宏观经济点评-20250819 【固定收益】转债市场风格或切换——固收专题-20250820 行业公司 【电力设备与新能源】欧洲电动车销量月报（2025 年 7 月）：9 国新能源车增速再 创年内新高——行业点评报告-20250820 【农林牧渔：生物股份(600201.SH)】非瘟疫苗研 ...

Group 1 - The provincial Industrial and Information Technology Department is actively assisting Yutong in advancing the hydrogen energy vehicle industry by coordinating local efforts to improve the hydrogen energy ecosystem and facilitating collaboration among upstream and downstream enterprises, achieving self-control in 5 out of 8 key technologies [1] - The department is also promoting the use of Luoyang Axle's bearings in Zhengzhou Metro and has established a cooperation alliance for rail transit vehicle bearing development, which has led to multiple projects receiving long-term low-interest loans and subsidies, significantly reducing operational costs for enterprises [1] - The "Learning, Checking, and Improving" initiative has been launched to enhance government services for enterprises, with the department playing a leading role in addressing real issues, improving services, and promoting development in the manufacturing sector [1] Group 2 - The department has visited over 100 "Four Up" enterprises, acting as policy promoters and problem solvers, collecting over 10,000 requests with a resolution rate exceeding 90%, and facilitating numerous market connection activities resulting in significant financial agreements [2] - Policies have been implemented to support industrial enterprises, including a production reward policy benefiting 2,656 companies with funding of 450 million yuan, and a commitment to allocate 1.157 billion yuan for high-quality manufacturing development throughout the year [2] - The department is promoting digital transformation in enterprises through tailored strategies, achieving an 87% coverage rate of intelligent application scenarios among large-scale enterprises [2] Group 3 - Collaborative efforts with other departments have led to the launch of key technology projects, with 24 technology initiatives announced and 5 funded projects totaling 86.25 million yuan, contributing to a stable and improving industrial economy [3] - The department aims to establish a long-term mechanism for enterprise services, focusing on problem-solving, service quality assessment, and promoting the development of the real economy through government-enterprise interaction [3] - The company Duofuduo has benefited from the initiative, receiving production rewards and support for applying for a national manufacturing innovation center, which will help establish a national-level innovation platform [3]

Group 1 - The company has announced the appointment of Tianjian Accounting Firm as its new auditor for the 2025 fiscal year, replacing Lixin Accounting Firm, which had provided audit services for 12 consecutive years [5][17][20] - The decision to change auditors was made to ensure the independence and objectivity of the audit process, in compliance with relevant regulations [6][17] - The board of directors unanimously approved the change in auditor during a meeting held on August 14, 2025 [20][28] Group 2 - The company reported no significant changes in its operational status during the reporting period, and there were no major events that impacted its business operations [3][4] - The company has disclosed its half-year report for 2025, which includes key financial data and operational results [25][26] - The company has proposed an increase in the expected daily related transactions for 2025, which is deemed necessary for normal business operations [67][70] Group 3 - The company has entered into guarantee contracts with banks to support its subsidiaries' loan applications, with a total guarantee amounting to RMB 5,000 million for Tianan Polymer and RMB 5,280 million for Shiwang Yingpai [97][98][101] - The guarantees are considered necessary for the subsidiaries' operational needs and are within the approved limits set by the board [103][104] - The board has confirmed that the guarantees do not harm the interests of the company or its shareholders, particularly minority shareholders [103]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司行业信息披露指引第十三号——化工》、《关 于做好主板上市公司 2025 年半年度报告披露工作的重要提醒》的要求，广东天 安新材料股份有限公司（以下简称"公司"）现将 2025 年半年度高分子复合饰 面材料业务主要经营数据披露如下： 二、高分子复合饰面材料主要产品的价格变动情况（不含税） | 主要产品 | 2025 | 年 1-6 | 月平均售 | 2024 | 年 1-6 | 月平均 | 半年度均 价同比变 | 季度均价环比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 价 | | | 售价 | | 动比率（%） | 变动比率（%） | | | 家居装饰 | | 23,184.42 | 元/吨 | | 25,292.04 | 元/吨 | -8.33 | | -1.15 | | 饰面材料 | | | | | | | | | | 一、2025 年 1-6 月高 ...

此外，补充说明公司已实施的股权激励方案合规性，包括具体人员构成及任职情况，参与人员与发行人 其他股东、董事、监事、高级管理人员是否存在关联关系，以及价格公允性、协议约定情况、履行决策 程序情况、规范运行情况，并就其是否合法合规、是否存在利益输送出具明确结论性意见。补充说明公 司本次拟参与"全流通"的股东所持股份是否存在被质押、冻结或其他权利瑕疵的情形。 招股书显示，创智芯联是一家金属化互连镀层材料和关键工艺技术的方案提供商，致力于推动晶圆级和 芯片级封装，以及PCB制造领域镀层材料供应链发展。公司已开发出完整的化镀及电镀材料产品矩阵， 全面覆盖晶圆级封装、芯片级封装及PCB制造的应用场景。根据弗若斯特沙利文的资料，按2024年收入 计，公司是中国市场中最大的国内湿制程镀层材料提供商，同时是中国市场最大的一站式镀层解决方案 提供商。 智通财经APP获悉，8月8日，中国证监会公布境外发行上市备案补充材料要求公示(2025年8月1日— 2025年8月7日)。证监会要求创智芯联补充说明前期进行A股上市辅导备案的具体情况及撤回原因，是 否计划继续推进A股上市及具体安排、是否存在对本次发行上市产生重大影响的情形。据港交所 ...

Group 1: Semiconductor Industry - The Semiconductor Industry Association (SIA) announced that global semiconductor sales are projected to reach $179.7 billion in Q2 2025, representing a nearly 20% year-over-year increase and a 7.8% quarter-over-quarter increase [7] - The company Shuo Bei De (硕贝德) provides antennas, heat dissipation devices, and smart modules, and saw a stock price increase of 20% on August 7 [7] Group 2: PEEK Materials - According to a report by Sullivan Consulting, the domestic demand for PEEK materials in China is expected to grow from 2,334 tons in 2022 to 5,079 tons by 2027, corresponding to a compound annual growth rate of approximately 16.8% [15] - Zhongxin Fluorine Materials (中欣氟材) focuses on fluorine fine chemicals and has expanded into the PEEK intermediate market, achieving a stock price increase of 10% on August 7 [15][22] - New Han New Materials (新瀚新材) produces aromatic ketone products, including DFBP, a key raw material for PEEK, and experienced a stock price increase of 20% on August 6 [18] Group 3: eSIM Technology - The trend towards thinner mobile devices and increased waterproofing requirements is expected to accelerate the penetration of eSIM technology in consumer electronics [24] - Companies Dongxin Pinghe and Rihai Intelligent saw stock price increases of 11.79% and 13.43%, respectively, due to positive market sentiment surrounding eSIM technology [24]

记者丨毕凤至 8月5日晚间，上纬新材公告称，公司股票价格自2025年7月9日至2025年8月5日累计上涨1320.05%，期间多次触及股票交易异常 波动及严重异常波动情形。如未来公司股票价格进一步上涨，公司可能再次向上海证券交易所申请连续停牌核查。公司目前基 本面未发生重大变化，但股票价格已严重脱离基本面。此外，公司2025年上半年净利润较上年同期下滑，市盈率显著高于行业 平均水平。 根据上纬新材8月4日披露的业绩预告，公司预计2025年半年度营业收入为7.84亿元，较上年同期增加12.50%，归属于上市公司 股东的净利润为2990.04万元，较上年同期减少32.91%。业绩下滑主要由于海外销售运费及佣金增加约1100万元，二季度新台币 兑美元汇率急升导致汇兑损失约768万元，以及研发可回收产品检测试验费用增加约572万元。 编辑丨叶映橙 15倍大牛股，股价大幅度回调。 8月6日，上纬新材盘中几度挣扎终跌停，结束了7月9日以来的飙涨行情。截至收盘，上纬新材报88.38元/股，总市值356亿元， 跟昨日相比，市值蒸发了89.14亿元。 消息面上，8月5日晚间，上交所发布通报称，近日，上纬新材股价继续大幅波动，部 ...

Market Performance - The three major A-share indices closed higher, with the Shanghai Composite Index up by 0.45%, the Shenzhen Component Index up by 0.64%, and the ChiNext Index up by 0.66% [1] - The Northbound 50 Index increased by 1.58%, and the total trading volume in the Shanghai and Shenzhen markets reached 1.7591 trillion yuan, an increase of 143.3 billion yuan compared to the previous day [1] - Over 3,300 stocks in the two markets experienced gains [1] Sector Performance - The PEEK materials, military equipment, and humanoid robot sectors saw significant gains [1] - PEEK materials showed strong performance, with companies like Zhongxin Fluorine Materials (002915) hitting the daily limit, and others such as Kaisheng New Materials (301069) and Xinhang New Materials (301076) also reaching the daily limit [1] - The military equipment sector continued to strengthen, with companies like Guorui Technology (300600) and Jiekang Equipment (300875) hitting the daily limit [1] - The humanoid robot sector also performed well, with Huami New Materials reaching the daily limit and several other companies like Haichang New Materials (300885) also hitting the daily limit [1] - Conversely, the pharmaceutical sector experienced a collective adjustment, with Qizheng Tibetan Medicine (002287) dropping over 9% and Guilin Sanjin (002275) declining nearly 7% [1]

Group 1 - The low-altitude economy is entering an "industrial explosion period," creating opportunities for the application of chemical materials [1][2] - Low-altitude economy relies on various piloted and unmanned aerial activities, necessitating materials that meet stringent safety requirements such as rigidity, heat resistance, corrosion resistance, radiation protection, and oxidation resistance [1] - Basalt fiber is highlighted as a preferred material for drone and aircraft structures due to its high strength, lightweight, and resistance to high temperatures and corrosion, indicating a promising market outlook as the low-altitude economy develops [1] Group 2 - The low-altitude economy is evolving from a "conceptual germination" phase to an "industrial explosion" phase in China, becoming a strategic emerging industry with significant potential [2] - The industry chain encompasses upstream, midstream, and downstream sectors, with upstream facing challenges in raw materials and core components, particularly in metals, ceramics, and communication modules [2] - Collaboration between universities and enterprises is suggested to address manufacturing challenges in low-altitude aircraft production, facilitating rapid development in the upstream sector [2] Group 3 - The National Development and Reform Commission is promoting high-quality development of the low-altitude economy through various measures, focusing on material transformation, manufacturing upgrades, and public collaboration [3] - Local governments, enterprises, and research institutions are encouraged to improve policies, establish data platforms, and increase testing sites to support the low-altitude economy [3] - Suzhou is positioned as a key location for low-altitude development, with aspirations for it to be a focal point in the global low-altitude landscape [3]