每经AI快讯，7月29日，苏州规划（301505）(301505.SZ)公告称，公司股东苏州胡杨林天荣投资中心(有 限合伙)和宁波梅山保税港区珠峰投资管理中心(有限合伙)计划在公告披露之日起15个交易日后的三个月 内，以集中竞价交易或大宗交易方式分别减持公司股份不超过2,832,800股(占公司剔除回购专用账户中 股份数量后的总股本比例为2.50%)和2,266,200股(占公司剔除回购专用账户中股份数量后的总股本比例 为2.00%)。减持原因为股东自身资金需求，减持价格将根据市场价格及交易情况确定，且不低于公司首 次公开发行股票的发行价格。 ...

苏州规划（301505）公告，股东胡杨林天荣持股486.85万股，占4.30%，计划自2025年8月20日至2025年 11月19日，通过集中竞价或大宗交易减持不超283.28万股，占2.50%；股东珠峰投资持股340.26万股， 占3.00%，同期限拟减持不超226.62万股，占2.00%。 ...

资金流向方面，今日该股主力资金净流出86.71万元，其中，特大单净流出1454.17万元，大单资金净流入1367.46万元。近5日主力资金净流出 2392.85万元。（数据宝） （原标题：深水规院7月29日龙虎榜数据） 深水规院今日涨停，全天换手率16.88%，成交额10.52亿元，振幅19.52%。龙虎榜数据显示，机构净卖出133.48万元，营业部席位合计净卖出 967.34万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净卖出133.48万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交1.12亿元，其中，买入成交额为5029.23万元，卖出成交额为6130.05万元，合计净 卖出1100.83万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买一、卖一，买入金额1385.55万元，卖出金额1519.03万元，合计净卖出133.48 万元。 近半年该股累计上榜龙虎榜5次，上榜次日股价平均涨3.93%，上榜后5日平均涨12.33%。 (产品代码: 560800) ★ 跟踪：中证数字经济主题指数 近五日涨跌：4.37% 深水规院7月29日交易公开 ...

Core Viewpoint - The stock of Shen Shui Gui Yuan has experienced significant volatility, achieving five limit-up days within seven trading days, resulting in a cumulative increase of 90.50% and a turnover rate of 95.18% [2] Trading Performance - As of July 28, the stock recorded a trading volume of 37.04 million shares and a transaction amount of 1.034 billion yuan, with a turnover rate of 16.61% [2] - The stock's performance over the past few days shows fluctuations, with a notable drop of 20.01% on July 25 and a recovery of 20.02% on July 23 [2] Margin Trading Data - The latest margin trading balance for the stock is 144 million yuan, with a financing balance of 144 million yuan, reflecting an increase of 10.08 million yuan or 7.51% from the previous trading day [2] - Over the past week, the margin trading balance has increased by 56.92 million yuan, representing a growth of 65.15% [2] Shareholder Information - As of July 20, the number of shareholders has decreased to 13,193, down by 1,321 or 9.10% from the previous period [2] Financial Performance - The company's Q1 report indicated total revenue of 97 million yuan, a year-on-year decline of 11.40%, and a net profit of -29 million yuan, representing a year-on-year decrease of 125.25% [2]

Core Viewpoint - The company announced a semi-annual distribution plan for 2025, proposing a cash dividend of 0.2 yuan per share, totaling approximately 25.26 million yuan, which represents 26.48% of its net profit, marking the 16th distribution since its listing [2]. Financial Performance - The company reported a revenue of 1.776 billion yuan for the latest half-year, reflecting a year-on-year decline of 13.75% [2]. - The net profit for the period was approximately 95.39 million yuan, down 39.54% year-on-year, with basic earnings per share at 0.0755 yuan [2]. Shareholder Returns - The distribution history shows a trend of varying cash dividends over the years, with the latest proposed dividend being lower than previous distributions, such as 1.15 yuan per share in December 2023 and 1.4 yuan per share in December 2022 [2]. - The company has consistently provided dividends since its listing, with the latest proposal being the 16th distribution [2]. Market Activity - The stock experienced a net outflow of 21.15 million yuan in principal funds today, with a total net outflow of 143 million yuan over the past five days [3]. - The latest margin financing balance for the stock is 530 million yuan, which has increased by 63.83 million yuan, representing a growth of 13.69% over the past five days [4].

苏交科（300284）公告，2025年上半年营业收入为17.76亿元，同比下降13.75%；净利润为9539.48万 元，同比下降39.54%。公司拟以12.63亿股为基数，向全体股东每10股派发现金红利0.2元(含税)，不以 公积金转增股本。 ...

Core Viewpoint - China Haicheng (002116.SZ), a subsidiary of China Light Industry Group, continues to show steady growth, with significant increases in revenue and net profit for the first half of 2025, alongside a strong order backlog and strategic transformation into new energy and materials sectors [2][3]. Financial Performance - In the first half of 2025, China Haicheng achieved operating revenue of 2.745 billion yuan and a net profit of 152 million yuan, marking year-on-year increases of 0.67% and 8.52% respectively, both reaching historical highs for the same period [3]. - For the full year 2024, the company reported operating revenue of 6.821 billion yuan, a 2.54% increase year-on-year, and a net profit of 335 million yuan, up 8.06% [3]. Order and Contract Status - In the first half of 2025, the company signed new contracts worth 4.209 billion yuan, a decrease of 8.93% year-on-year, but maintained a robust order backlog with 143 ongoing projects valued at approximately 8.083 billion yuan as of the end of Q2 2025 [3][4]. Business Segments - The company operates in various sectors, including traditional industries like pulp and paper, food fermentation, and emerging sectors such as energy conservation and green building. In 2024, the engineering contracting business generated 5.045 billion yuan, accounting for 73.96% of total revenue [5][6]. International Expansion - China Haicheng is focusing on international markets, particularly along the Belt and Road Initiative, aiming for overseas business revenue to reach 20%-30% of total revenue in the future [6]. Research and Development - The company has consistently increased its R&D investment, with expenditures rising from 180 million yuan in 2021 to 264 million yuan in 2024, reflecting a commitment to innovation and digital transformation [6]. Financial Health - As of the end of Q1 2025, China Haicheng reported a cash balance of 3.149 billion yuan and a low debt level of 22.9 million yuan, resulting in a debt-to-asset ratio of 58.82%, indicating strong liquidity and financial stability [6]. Shareholder Returns - China Haicheng has a strong track record of returning cash to shareholders, with 19 consecutive years of dividends totaling 1.22 billion yuan, resulting in a payout-to-financing ratio of 199% [7].

Market Overview - The A-share market has shown strong performance recently, with major indices experiencing notable increases, including a 1.67% rise in the Shanghai Composite Index, a 2.33% increase in the Shenzhen Component Index, a 2.76% rise in the ChiNext Index, and a significant 4.63% increase in the STAR Market Index over the past week [1] Hot Stocks - The Yajiang concept sector has been particularly prominent, with the Wande Yajiang Hydropower Station Index rising over 20% during the same period [1] - China Power Construction Corporation has been a leading stock in the Yajiang concept sector, achieving a consecutive four-day limit-up from July 21 to July 24, with a record trading volume on July 24 [1] - Tibet Tianlu has also experienced a consecutive five-day limit-up, with significant trading activity noted on the leaderboard, where the top five buying seats accumulated a total of 81.32 million yuan, while the top five selling seats totaled 63.49 million yuan [2] - Tibet Tourism has similarly seen a five-day limit-up, with trading primarily from brokerage seats and no institutional presence noted during this period [2] Stock Volatility - Deepwater Design Institute experienced a four-day limit-up followed by a sharp decline, with institutional seats heavily involved in buying before the drop [3] - Zhongyan Dadi also faced significant volatility after a series of limit-ups, with institutional selling observed during the peak trading days [3]

Core Viewpoint - The A-share market has shown strong performance recently, with major indices experiencing notable increases, particularly driven by the Yajiang concept sector, which has seen significant gains [1] Group 1: Market Performance - The Shanghai Composite Index rose by 1.67%, the Shenzhen Component Index increased by 2.33%, the ChiNext Index gained 2.76%, and the Sci-Tech Innovation 50 Index surged by 4.63% over the past week [1] - The Yajiang concept sector has been a standout performer, with the Wande Yajiang Hydropower Station Index rising over 20% during the same period [1] Group 2: Individual Stock Highlights - China Electric Power Construction (China Electric) has been a leading stock in the Yajiang concept sector, achieving a consecutive four-day limit-up from July 21 to July 24, with a record trading volume on July 24 [1] - During the same period, the Shanghai Stock Connect saw a net sell of over 200 million yuan in China Electric, with a buy of approximately 420 million yuan and a sell of about 621 million yuan [1] Group 3: Other Notable Stocks - Tibet Tianlu has experienced five consecutive limit-up days, with significant trading activity on the leaderboard, where the top five buying seats accumulated a total purchase of 81.32 million yuan and the top five selling seats sold 63.49 million yuan [2] - Tibet Tourism also saw five consecutive limit-up days, with trading primarily from brokerage seats, totaling 217 million yuan in purchases and 157 million yuan in sales [2] - Deep Water Planning Institute had a strong performance with four consecutive limit-up days but faced a sharp decline on July 25, with significant selling from institutional seats [3] - Zhongyan Dadi experienced volatility after three consecutive limit-up days, with a notable drop on July 25, reflecting a shift in trading dynamics with institutional selling [3][4]

Core Points - The meeting of the Compensation and Assessment Committee of China Haisong Engineering Technology Co., Ltd. was held on July 23, 2025, via video conference, with all legal requirements met for the meeting's validity [1] - The committee approved the achievement of conditions for the second unlock period of the initial grant of the stock incentive plan, allowing 69 eligible participants to unlock a total of 3,248,074 shares [1] - The repurchase price for the initial grant of restricted stock was adjusted from 4.81295 CNY/share to 4.50357 CNY/share, and for the reserved grant from 6.91835 CNY/share to 6.60897 CNY/share due to the implementation of the 2024 equity distribution plan [2] Summary by Sections Stock Incentive Plan - The committee recognized that the conditions for the second unlock period of the initial grant of the stock incentive plan had been met, allowing 69 eligible participants to unlock 3,248,074 shares [1] - The first unlock period conditions for the reserved grant were also achieved, allowing for necessary procedures for unlocking to be completed for eligible participants [1] Repurchase and Adjustment - The repurchase price for the initial grant of restricted stock was adjusted to 4.50357 CNY/share, while the reserved grant price was adjusted to 6.60897 CNY/share [2] - The company will repurchase and cancel 98,141 shares of restricted stock from initial grant participants and 14,183 shares from reserved grant participants due to unmet unlock conditions [2] - Additionally, 149,885 shares will be repurchased from two participants who no longer qualify due to job changes or retirement, at a price of 4.50357 CNY/share plus interest [2]