风险提示：股市有风险，投资需谨慎。 来源：金融界 国缆检测属于专业服务板块，主营业务涵盖电线电缆及相关产品的检测服务。公司是国家级专精特新企 业，具备央国企改革概念。 截至2025年7月30日收盘，国缆检测股价报51.40元，较前一交易日上涨1.60%，成交额达1.14亿元。盘 中股价一度快速反弹，5分钟内涨幅超过2%，最高触及51.97元。 消息面上，7月30日盘中，国缆检测股价出现快速拉升，5分钟内涨幅超过2%，显示市场交投活跃。资 金方面，当日主力资金净流入725.15万元。 ...

广电计量：为华为提供"一站式"服务覆盖了从芯片、模块、零部件及整机各环节 智通财经7月30日电，有投资者问，在汽车、通信领域为华为提供的"一站式"服务具体包含哪些项目？ 广电计量在互动平台表示，公司可为相关客户提供的"一站式"服务覆盖了从芯片、模块、零部件及整机 各环节，可以为其提供计量校准、芯片器件分析、可靠性与环境试验、电磁兼容检测、化学分析、信息 化检测、以及技术咨询培训等服务。近年来，作为国内首家投建5G NR eCall检测能力的实验室，持续 加大在NG eCall测试领域的投入，并已具备系统级的NG eCall测试能力，可为整车厂、系统供应商等客 户提供专业、高效、可靠的测试认证服务。公司目前已为30余家客户提供了eCall检测认证服务，并成 功帮助客户获取了eCall相关证书，获证效率及服务水平获得客户高度认可。 ...

Group 1 - Tian Tie Technology's wholly-owned subsidiary signed a procurement order worth 400 million yuan with Zhuhai Xinjie Energy Technology [1] - Shenli Co., Ltd. announced the termination of a share transfer agreement due to the buyer's failure to pay [1] - *ST Tianwei expects a net profit of 30.06 million yuan for the first half of 2025, a significant increase compared to the previous year [2] Group 2 - Weisheng Information reported a net profit of 305 million yuan for the first half of 2025, up 12.24% year-on-year [3] - Fudan Microelectronics anticipates a net profit decline of 39.67% to 48.29% for the first half of 2025 [3] - Jinbei Electric achieved a net profit of 296 million yuan for the first half of 2025, a 7.46% increase year-on-year [4] Group 3 - Huaneng International reported a net profit of 9.262 billion yuan for the first half of 2025, a 24.26% increase year-on-year [4] - Quzhou Development is planning to issue shares to acquire assets, leading to a temporary stock suspension [4] - Huaye Fragrance's controlling shareholder plans to reduce their stake by up to 3% [5] Group 4 - Zhongbei Communication's subsidiary terminated a planned acquisition due to a lack of consensus on key issues [6] - Saiwei Electronics' major shareholder reduced their stake by 1.06% [7] - Suzhou Planning's shareholders plan to collectively reduce their stake by up to 4.5% [7] Group 5 - *ST King Kong received court approval for a new 100 million yuan debt during its pre-restructuring period [8] - Anche Detection's controlling shareholder is planning a change in control, resulting in a temporary stock suspension [9] - Ruishun Technology's shareholders plan to reduce their stake by up to 3.0013% [11] Group 6 - Guanghuan New Network's controlling shareholder's associates plan to reduce their stake by up to 0.08% [13] - Shanghai Auto Parts' shareholders plan to reduce their stake by up to 1.75% [14] - Aosaikang's shareholder plans to reduce their stake by up to 1.48% [14] Group 7 - Edifier's director plans to reduce their stake by up to 850,810 shares [14] - Xintian Pharmaceutical elected a new chairman and vice chairman [15] - Sanbaisuo adjusted its investment plan to increase investment in its subsidiary in Vietnam by 20.52 million USD [17]

Investment Rating - The report maintains a "Buy" rating for the company with a target price of RMB 20.10, up from the previous RMB 19.95 [4][6]. Core Insights - The company reported better-than-expected performance in its half-year results for 2025, with revenue of RMB 999 million (up 8.1% year-on-year) and net profit attributable to shareholders of RMB 117 million (up 14.2% year-on-year) [1]. - The company is expected to benefit from a favorable industry environment and a sufficient order backlog, leading to continuous growth in performance from 2025 to 2027 [1][2]. Summary by Sections Financial Performance - In the first half of 2025, the company achieved revenue of RMB 999 million, with a year-on-year growth of 8.1%. The net profit attributable to shareholders was RMB 117 million, reflecting a year-on-year increase of 14.2% [1]. - The second quarter of 2025 saw revenue of RMB 561 million, representing a year-on-year increase of 18.4% and a quarter-on-quarter increase of 30.8% [1]. Revenue Breakdown - The revenue from environmental testing services was RMB 487 million (up 5.8% year-on-year) with a gross margin of 55.0% (down 0.8 percentage points) [2]. - Integrated circuit testing revenue reached RMB 155 million (up 21.0% year-on-year) with a gross margin of 36.5% (down 6.4 percentage points) [2]. - Testing equipment revenue was RMB 310 million (up 6.3% year-on-year) with a gross margin of 26.6% (down 4.7 percentage points) [2]. Cash Flow and Capital Expenditure - The company's net operating cash flow for the first half of 2025 was RMB 99 million, an increase of 29.3% year-on-year, attributed to improved collection mechanisms [3]. - Capital expenditure was RMB 217 million, a decrease of 7.5% year-on-year, mainly due to reduced equipment purchases [3]. Profit Forecast - The report maintains profit forecasts for 2025-2027, estimating net profits attributable to shareholders of RMB 289 million, RMB 357 million, and RMB 429 million respectively [4]. - The expected compound annual growth rate (CAGR) for net profit from 2023 to 2027 is projected at 23%, which is higher than the average of comparable service companies at 21% [4].

Core Viewpoint - The company, Guolan Testing (国缆检测), is engaged in inspection and testing services for wires, cables, and optical fibers, serving major state-owned enterprises and significant infrastructure projects in China [1]. Group 1: Company Overview - Guolan Testing's main business includes inspection and testing services for wires, cables, and optical fibers, which are crucial for various applications in national economy and people's livelihood [1]. - The company collaborates with well-known domestic and international wire and cable manufacturers, as well as important users such as State Grid, Southern Power Grid, China National Petroleum Corporation, and China Petroleum & Chemical Corporation [1]. - The company also serves major engineering projects in rail transportation (maglev, high-speed rail, subways) and aerospace, along with product certification institutions like CTC, CRCC, UL, TUV, DEKRA, and CQC [1]. Group 2: Trading Information - As of July 29, 2025, Guolan Testing's stock closed at 50.59 yuan, down 0.28%, with a turnover rate of 1.79% and a trading volume of 13,900 shares, resulting in a transaction amount of 70.35 million yuan [1]. - On the same day, the net inflow of funds showed that institutional investors had a net inflow of 1.4683 million yuan, while speculative funds had a net inflow of 4.5357 million yuan, and retail investors experienced a net outflow of 6.0039 million yuan [1].

苏州苏试试验集团股份有限公司（以下简称"公司"）、控股子公司北京苏 试创博环境可靠性技术有限公司（以下简称"北京创博"）、西安苏试广博环境 可靠性实验室有限公司（以下简称"西安广博"）、扬州英迈克测控技术有限公 司（以下简称"扬州英迈克"）、苏试宜特（上海）检测技术股份有限公司（以 下简称"苏试宜特"）及全资孙公司青岛苏试海测检测技术有限公司（以下简称 "青岛海测"）近日取得了国家知识产权局颁发的发明专利证书，具体情况如下： | 序 | | | | | | --- | --- | --- | --- | --- | | 专利名称 | 专利权保护期限 | 授权公告日 | 专利号 | 专利类型 | | 专利权人 | | | | | | 号 | | | | | | 信号处理方法、装置、存储 | 2021年11月12日- | | ZL2021113 | | | 介质和电子终端 | 2041年11月11日 | | 41205.2 | | | 一种工字型结构的静压式水 | 2020年6月24日- | | ZL2020105 | | | 平滑台 | 2040年6月23日 | | 90299.6 | | | 具有位置自动调节 ...

苏州苏试试验集团股份有限公司 募集资金管理制度 第一章 总 则 第一条 为规范苏州苏试试验集团股份有限公司（以下简称"公司"）募集 资金管理，提高募集资金使用效率，根据《中华人民共和国公司法》《中华人民 共和国证券法》《上市公司募集资金监管规则》《深圳证券交易所上市公司自律 监管指引第2号——创业板上市公司规范运作》等相关法律、法规和规范性文件 的规定，制定本制度。 第二条 公司募集资金管理适用本制度。 第三条 本制度所称募集资金是指公司通过发行股票或者其他具有股权性 质的证券，向投资者募集并用于特定用途的资金，但不包括公司实施股权激励计 划募集的资金。 第四条 公司应当建立并完善募集资金存储、使用、变更、监督和责任追究 的制度，明确募集资金使用的分级审批权限、决策程序、风险控制措施及信息披 露要求，保证募集资金项目的正常进行。 第五条 公司的董事和高级管理人员应当勤勉尽责，督促公司规范使用募集 资金，自觉维护公司募集资金安全，不得参与、协助或纵容公司擅自或变相改变 募集资金用途。 第六条 募集资金投资项目通过公司的子公司或者公司控制的其他企业实 施的，公司应当确保该子公司或者受控制的其他企业遵守本制度规定。 ...

华勤技术：拟以23.93亿元协议受让晶合集成6%股份 基于对合肥晶合集成电路股份有限公司（股票代码：688249，以下简称"晶合集成"）长期投资价值的认 可，公司与力晶创投于2025年7月29日签署《股份转让协议》，拟以现金方式协议受让力晶创投持有的 晶合集成1.2亿股股份，占晶合集成总股本的6%，转让价格为19.88元/股，转让总价为23.93亿元。本次 交易前，公司未持有晶合集成股份；本次交易后，公司持有晶合集成6%的股份。 聚焦三 安车检测（300572）：筹划公司控制权变更事项 30日起停牌；衢州发展：筹划发行股份购买资产事项 30日起停牌；时空科技：终止筹划控制权变更事项 30日起复牌；神力股份：控股股东终止筹划公司控 制权变更事项；滨化股份：筹划发行H股并在香港联交所上市；神马电力：拟斥资3亿至4亿元回购股 份；华勤技术：拟以23.93亿元协议受让晶合集成6%股份；万通智控：与深明奥斯签订具身智能领域独 家授权协议；仕佳光子：上半年净利润同比增长1712%…… 聚焦一 安车检测：筹划公司控制权变更事项 30日起停牌 公司控股股东及实际控制人贺宪宁正在筹划股权转让及控制权变更相关事宜，该事项可能导致 ...

Investment Rating - The industry investment rating is "Positive" and maintained [11] Core Insights - As of Q2 2025, the A-share environmental sector's heavy positions accounted for 0.24%, reflecting a slight increase of 0.01 percentage points from the previous quarter. The overall market is currently in a low allocation state, with a standard allocation ratio of 1.06% [6][18] - The top ten heavy positions in public funds totaled approximately 7.64 billion yuan, representing 0.25% of all disclosed fund stock holdings. The leading companies in terms of heavy positions include Hanlan Environment (1.21 billion yuan), Weiming Environmental (1.19 billion yuan), and Longjing Environmental (610 million yuan) [2][29] Summary by Sections Fund Holdings - The heavy position ratio for the A-share environmental sector was 0.24% at the end of Q2 2025, with a slight increase of 0.01 percentage points. A total of 320 fund products held heavy positions in environmental companies, accounting for 4.15% of all disclosed fund products [6][18] - The top heavy positions by market value were Hanlan Environment (1.21 billion yuan), Weiming Environmental (1.19 billion yuan), Longjing Environmental (610 million yuan), Huicheng Environmental (540 million yuan), and Juguang Technology (530 million yuan) [29][34] Market Trends - The environmental sector is experiencing a valuation recovery driven by multiple factors, including market preference for solid waste incineration stocks, which are expected to benefit from public utility market reforms and carbon market expansion [8][36] - The report highlights a positive outlook for the second half of 2025, particularly for solid waste incineration and water assets, with recommended stocks including Hanlan Environment, Weiming Environmental, and others [36][37] Company Performance - The number of funds holding significant positions in companies like Hanlan Environment (56 funds), Guangda Environment (21 funds), and others indicates a growing market interest [7][23] - Notable changes in heavy stock market value ratios include significant increases for Shanghai Xiba (up 4.63 percentage points) and Huicheng Environmental (up 1.39 percentage points) [34][36] Investment Strategy - The report suggests a focus on companies transitioning towards ToB (business-to-business) models, which is expected to enhance cash flow and support valuation recovery. Key companies to watch include Hanlan Environment, Guangda Environment, and others [36][39] - The environmental sector is seen as having a solid growth trajectory, with specific attention to waste incineration, water services, and testing services as areas of potential investment [39][40]

每经AI快讯，苏试试验（SZ 300416，收盘价：15.72元）7月29日晚间发布公告称，苏州苏试试验集团 股份有限公司、控股子公司北京苏试创博环境可靠性技术有限公司、西安苏试广博环境可靠性实验室有 限公司、扬州英迈克测控技术有限公司、苏试宜特（上海）检测技术股份有限公司及全资孙公司青岛苏 试海测检测技术有限公司近日取得了国家知识产权局颁发的发明专利证书。专利名称分别为"信号处理 方法、装置、存储介质和电子终端""一种振动台"" 一种工字型结构的静压式水平滑台 ""具有位置自动 调节功能的耳轴及振动试验台 "等。 2024年1至12月份，苏试试验的营业收入构成为：电子电器占比40.28%，科研及检测机构占比18.0%， 航空航天占比14.7%，汽车及轨道交通占比10.72%，船舶占比5.58%，其他行业占比5.53%，其他业务占 比5.19%。 每经头条（nbdtoutiao）——装个"AI脑"售价飙十倍！马斯克已下场，阿里、美团等大厂前高管正涌 入，这个万亿级赛道火了 （记者 胡玲） 截至发稿，苏试试验市值为80亿元。 ...