金融界2025年8月1日消息，国家知识产权局信息显示，浙江浩瀚能源科技有限公司、浙江吉利控股集团 有限公司取得一项名为"即插即充功能测试方法、装置、设备及介质"的专利，授权公告号 CN115097237B，申请日期为2022年06月。 浙江吉利控股集团有限公司，成立于2003年，位于杭州市，是一家以从事汽车制造业为主的企业。企业 注册资本103000万人民币。通过天眼查大数据分析，浙江吉利控股集团有限公司共对外投资了38家企 业，参与招投标项目515次，财产线索方面有商标信息5000条，专利信息5000条，此外企业还拥有行政 许可276个。 来源：金融界 天眼查资料显示，浙江浩瀚能源科技有限公司，成立于2021年，位于杭州市，是一家以从事电力、热力 生产和供应业为主的企业。企业注册资本50000万人民币。通过天眼查大数据分析，浙江浩瀚能源科技 有限公司共对外投资了23家企业，参与招投标项目23次，专利信息63条，此外企业还拥有行政许可6 个。 ...

Macro Strategy - The report discusses the potential growth of bond ETFs, suggesting that despite the inherent advantages of actively managed bond funds, there is room for ETFs to leverage their product strengths. It highlights the significant improvement in liquidity for credit bonds through ETFs and suggests expanding the range of tracked indices [1][16]. - The report emphasizes the expected growth in the management scale of domestic index bond funds, particularly credit bond index ETFs and equity-linked ETFs, as the equity market recovers [1][16]. Macro Commentary - The July FOMC meeting maintained interest rates at 4.25-4.5%, signaling a hawkish stance as inflation targets remain distant compared to employment goals. This may delay rate cuts until Q4 2025, with expectations for 2-year and 10-year U.S. Treasury yields to rise to 4.05% and 4.5% respectively [2][17]. - The second quarter GDP growth in the U.S. was reported at +3.0%, reversing the previous quarter's -0.5% and exceeding market expectations. However, the core GDP indicator, PDFP, only grew by +1.2%, indicating that the growth was largely driven by inventory adjustments rather than strong internal economic growth [3][19]. Fixed Income Analysis - The report notes that the issuance of secondary capital bonds totaled 109.9 billion yuan, with a trading volume of approximately 288.1 billion yuan, reflecting an increase in market activity [7]. - Green bond issuance reached 35.9 billion yuan, with a trading volume of 61 billion yuan, indicating a growing interest in sustainable finance [7]. Company-Specific Insights - Su Shi Testing (300416) reported a 26% year-on-year increase in net profit for Q2, driven by strong growth in the integrated circuit sector. The profit forecasts for 2025-2027 have been adjusted to 280 million, 350 million, and 430 million yuan respectively, maintaining a "buy" rating [10]. - Contemporary Amperex Technology Co., Ltd. (300750) slightly exceeded profit expectations, with net profit forecasts for 2025-2027 set at 66.1 billion, 80.2 billion, and 96.6 billion yuan, maintaining a "buy" rating due to its leading position in the global battery market [11]. - Yonghui Supermarket (601933) plans to raise 4 billion yuan through a private placement to support store renovations, with adjusted profit forecasts reflecting a potential recovery in performance [13]. - Huaneng International (600011) reported a 24.3% increase in net profit for the first half of 2025, benefiting from a 9.2% decrease in coal costs. The profit forecasts for 2025-2027 have been adjusted to 13.78 billion, 16.02 billion, and 17.53 billion yuan, maintaining a "buy" rating [14].

Core Viewpoint - Guangdong Jianrunsheng Comprehensive Energy Co., Ltd. has been established with a registered capital of 20 million RMB, fully owned by Shenzhen Wanrun Comprehensive Energy Group Co., Ltd. [1] Company Summary - The legal representative of Guangdong Jianrunsheng Comprehensive Energy Co., Ltd. is Lu Qiang [1] - The company is classified under the electricity, heat, gas, and water production and supply industry [1] - The business address is located in Longhua District, Shenzhen [1] - The company type is a limited liability company (sole proprietorship) [1] - The business operation period is from July 31, 2025, to an indefinite period [1] Business Scope - The company’s business scope includes energy management contracts, energy-saving management services, energy storage technology services, solar power technology services, heat production and supply, sales of photovoltaic equipment and components, leasing of photovoltaic power generation equipment, wind power technology services, and research and development of emerging energy technologies [1] - Additional services include battery sales, electric vehicle charging infrastructure operation, sales of charging piles, centralized fast charging stations, and sales of new energy vehicle battery swap facilities [1] - The company also engages in online energy measurement and monitoring technology research and development, waste heat utilization technology research, and artificial intelligence industry application system integration services [1] - The licensed business project includes heating services, which require approval from relevant authorities before commencement [1]

Core Viewpoint - Nantong Tonghan Heating Co., Ltd. has been established with a registered capital of 5 million RMB, fully owned by Ningbo Liao Energy Co., Ltd. [1] Company Summary - Company Name: Nantong Tonghan Heating Co., Ltd. [1] - Legal Representative: Xiang Haibo [1] - Registered Capital: 5 million RMB [1] - Shareholder: Ningbo Liao Energy Co., Ltd. holds 100% [1] - Company Type: Limited liability company (wholly owned by a natural person) [1] - Business Scope: Includes power generation, transmission, heating services, installation and maintenance of electrical facilities, construction engineering, and various energy-related services [1] Industry Summary - Industry Classification: Power, heating, gas, and water production and supply [1] - Specific Sector: Power generation and supply [1] - Address: No. 105, Dingmo Road, Moutou Town, Rugao City, Nantong, Jiangsu Province [1] - Business Duration: Until July 31, 2025, with no fixed term thereafter [1] - Registration Authority: Rugao City Administrative Approval Bureau [1]

? 报备文件 ? 上网公告文件 经鉴证的律师事务所主任签字并加盖公章的法律意见书 | 证券代码：605011 证券简称：杭州热电 公告编号：2025-032 | | | | | | | --- | --- | --- | --- | --- | --- | | 杭州热电集团股份有限公司 | | | | | | | 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。 | | | | | | | 重要内容提示： | | | | | | | 本次会议是否有否决议案：无 | | | | ? | | | 一、 会议召开和出席情况 | | | | | | | 7 31 (一)股东大会召开的时间：2025 年 月 日 | | | | | | | (二)股东大会召开的地点：杭州市滨江区月明路 199 号趣链产业园 号楼 15 楼 | 1 | | | | | | 会议室 | | | | | | | (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | | | | | | | 的比例（%） 81.124 ...

通过天眼查大数据分析，河南豫能控股股份有限公司共对外投资了26家企业，参与招投标项目5000次， 专利信息2条，此外企业还拥有行政许可1个。 来源：金融界 豫能控股最新一期业绩显示，截至2025一季报，公司营业总收入30.34亿元、同比减少11.64%，归属净 利润4428.91万元，同比增长622.62%，扣非净利润4045.57万元，同比增长1713.45%，流动比率0.447、 速动比率0.393、资产负债率88.70%。 天眼查商业履历信息显示，河南豫能控股股份有限公司，成立于1997年，位于郑州市，是一家以从事电 力、热力生产和供应业为主的企业。企业注册资本152578.133万人民币，实缴资本152578.133万人民 币。公司法定代表人为余德忠。 金融界消息 截至2025年7月31日收盘，豫能控股（001896）报收于5.43元，下跌2.51%，换手率2.37%， 成交量36.16万手，成交金额1.97亿元。 资金流向方面，今日主力资金净流出2879.53万元，占比成交额14.6%。其中，超大单净流出1241.39万 元、占成交额6.29%，大单净流出1638.14万元、占成交额8.31%，中单 ...

金融界消息 截至2025年7月31日收盘，新中港（605162）报收于8.73元，下跌1.47%，换手率2.37%，成 交量9.49万手，成交金额8312.15万元。 资金流向方面，今日主力资金净流出1799.34万元，占比成交额21.65%。其中，超大单净流出670.06万 元、占成交额8.06%，大单净流出1129.29万元、占成交额13.59%，中单净流出流出120.06万元、占成交 额1.44%，小单净流入1919.40万元、占成交额23.09%。 新中港最新一期业绩显示，截至2025一季报，公司营业总收入1.74亿元、同比减少20.46%，归属净利润 1545.37万元，同比减少39.20%，扣非净利润1450.99万元，同比减少39.62%，流动比率6.869、速动比率 6.428、资产负债率28.03%。 天眼查商业履历信息显示，浙江新中港热电股份有限公司，成立于1997年，位于绍兴市，是一家以从事 电力、热力生产和供应业为主的企业。企业注册资本40045.1万人民币，实缴资本32036.08万人民币。公 司法定代表人为谢百军。 通过天眼查大数据分析，浙江新中港热电股份有限公司共对外投资了3家企 ...

金融界消息 截至2025年7月31日收盘，双杰电气（300444）报收于7.26元，下跌1.89%，换手率3.63%， 成交量21.51万手，成交金额1.58亿元。 天眼查商业履历信息显示，北京双杰电气股份有限公司，成立于2002年，位于北京市，是一家以从事电 力、热力生产和供应业为主的企业。企业注册资本79862.509万人民币，实缴资本32552.9156万人民币。 公司法定代表人为赵志宏。 通过天眼查大数据分析，北京双杰电气股份有限公司共对外投资了28家企业，参与招投标项目2311次， 知识产权方面有商标信息4条，专利信息328条，此外企业还拥有行政许可31个。 来源：金融界 双杰电气最新一期业绩显示，截至2025一季报，公司营业总收入5.98亿元、同比减少40.35%，归属净利 润94.73万元，同比减少98.82%，扣非净利润116.45万元，同比减少98.57%，流动比率1.251、速动比率 0.796、资产负债率76.37%。 资金流向方面，今日主力资金净流出1226.62万元，占比成交额7.77%。其中，超大单净流出397.73万 元、占成交额2.52%，大单净流出828.90万元、占成交额5 ...

| ○ 基金经理:柳军 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 累计任职时间：16年又61天 任职起始日期：2009-06-04 | | | 基金经理简介:柳军先生:中国国籍。监事.复旦大学财务管理硕士,2000-2001年任上海汽车集 团财务有限公司财务,2001-2004年任华安基金管理有限公司高级基金核算员,2004年7月加入 | | | | | | | 现任基金公司：华泰柏瑞基金管理有限公司 | | | 华泰柏瑞基金管理有限公司,历任基金率务部总监、上证红利ETF基金经理助理。2009年6月 | | | | | | | | | | 起任上证红利交易型开放式指数证券投资基金的基金经理。2010年10月起担任指数投资部副 | | | | | | | 现任基金资产 在管基金量佳 总规模 | 任期回报 | | 总监。2011年1月至2020年2月任华泰柏瑞上证中小盘ETF基金、华泰柏瑞上证中小盘ETF联 | | | | | | | 4669.84亿元 146.05% | | | 接基金基金经理。 ...

天眼查商业履历信息显示，广州迪森热能技术股份有限公司，成立于1996年，位于广州市，是一家以从 事电力、热力生产和供应业为主的企业。企业注册资本47701.2388万人民币，实缴资本11886.7593万人 民币。公司法定代表人为CHANG YUANZHENG。 通过天眼查大数据分析，广州迪森热能技术股份有限公司共对外投资了35家企业，参与招投标项目23 次，知识产权方面有商标信息121条，专利信息347条，此外企业还拥有行政许可79个。 来源：金融界 金融界消息 截至2025年7月31日收盘，迪森股份（300335）报收于5.78元，下跌1.87%，换手率4.5%， 成交量17.29万手，成交金额1.01亿元。 资金流向方面，今日主力资金净流出1076.33万元，占比成交额10.7%。其中，超大单净流入576.17万 元、占成交额5.73%，大单净流出1652.50万元、占成交额16.43%，中单净流出流入124.64万元、占成交 额1.24%，小单净流入951.69万元、占成交额9.46%。 迪森股份最新一期业绩显示，截至2025一季报，公司营业总收入2.20亿元、同比增长13.21%，归属净利 润191 ...