Investment Overview - The company plans to utilize idle self-owned funds for entrusted wealth management, with a total investment limit not exceeding RMB 500 million, allowing for rolling use of funds within this limit [1][2] - The investment will focus on low-risk financial products such as structured deposits and income certificates, ensuring high safety and liquidity [1][2] Authorization and Procedures - The authorization for this investment is valid for one year from the date of approval by the board of directors, and does not require shareholder approval as it does not constitute a related party transaction [2] - The management team is authorized to sign relevant legal documents and implement the investment matters within the defined limits [2] Risk Analysis and Control Measures - The company acknowledges potential risks such as market fluctuations affecting the value and returns of investments, and the possibility of early redemption leading to penalties [2] - Risk control measures include strict selection of investment targets, timely monitoring of investment progress, and regular audits to ensure the safety of funds [2] Impact on the Company - The chosen wealth management products are expected to be low-risk and will not affect the company's daily operations or main business development [2] - Utilizing idle funds for wealth management is anticipated to enhance the efficiency of fund usage and generate additional investment returns for the company and its shareholders [2]

Core Viewpoint - The recent trend of asset disposals among A-share listed companies is evolving from a mere financial optimization tool to an active strategic management tool, crucial for maintaining value during industrial transformation [1] Group 1: Asset Disposal Trends - Many listed companies are engaging in asset disposals, including inventory, real estate, and subsidiary equity [1] - Equity transfers are prominent, with companies like Electric Light Explosion Technology Co., Ltd. selling 100% of its subsidiary for 16.9 million yuan, and Beijing Airport Technology Park Co., Ltd. selling 80% of its subsidiary for an undisclosed amount [2] - Real estate disposals are also significant, such as Zhejiang Jinhai High-Tech Co., Ltd. selling land in Thailand for approximately 52.4 million yuan [2] Group 2: Focus on Core Business - Companies are using asset sales to concentrate on their core business, as seen with Wolong New Energy Group Co., Ltd. selling 90% of its subsidiary for 221 million yuan to focus on the new energy sector [3] - The sale of underperforming assets is a key reason for these disposals, with companies like Sichuan Medical Technology Co., Ltd. selling its subsidiary for about 300 million yuan to improve financial health and focus on sustainable development [4] Group 3: Strategic Resource Allocation - The asset adjustments reflect a deep restructuring of low-efficiency assets, which may show as non-recurring gains in short-term financial reports but will enhance asset turnover efficiency in the long run [3][4] - The trend indicates a growing number of traditional industry companies divesting loss-making assets to facilitate strategic transformation, potentially influenced by macroeconomic policies [4]

证券代码：603355 证券简称：莱克电气 可转债代码：113659 可转债简称：莱克转债 莱克电气股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告 （2024 年度） 债券受托管理人 二〇二五年六月 重要声明 本报告依据《公司债券发行与交易管理办法》（以下简称《管理办法》）《莱 克电气股份有限公司（作为发行人）与华泰联合证券有限责任公司（作为受托 管理人）关于莱克电气股份有限公司向不特定对象发行可转换公司债券之债券 受托管理协议》（以下简称"《受托管理协议》"）《莱克电气股份有限公司公开发 行可转换公司债券募集说明书》（以下简称"《募集说明书》"）《莱克电气股份有 限公司 2024 年年度报告》等相关公开信息披露文件、第三方中介机构出具的专 业意见等，由本次可转债受托管理人华泰联合证券有限责任公司（以下简称 "华泰联合证券"）编制。华泰联合证券对本报告中所包含的从上述文件中引述 内容和信息未进行独立验证，也不就该等引述内容和信息的真实性、准确性和 完整性做出任何保证或承担任何责任。 目 录 一、是否发生债券受托管理协议第 3.4 条约定的对债券持有人权益有重大 第一节 本次可转债概况 一、核准 ...

广大特材：上半年净利润同比预增367.51%左右 重要公告： 泰凌微：上半年净利润同比预增267%左右 新洋丰：拟11.5亿元投建新型作物专用肥项目 京东方A：拟以48.49亿元收购彩虹光电30%股权 中国建筑：近期获得多个重大项目 金额合计215.3亿元 沪市重要公告： 中国建筑：近期获得多个重大项目 金额合计215.3亿元 中国建筑（601668）公告，近期，公司获得多个重大项目，项目金额合计215.3亿元，占2024年度经审 计营业收入的1%。 宝钛股份：拟2.87亿元以增资扩股方式取得万豪钛金51%股权 宝钛股份（600456）公告，公司拟以增资扩股方式取得陕西万豪钛金特材科技有限公司（简称"万豪钛 金"）51%股权，增资价款2.87亿元。本次交易完成后，万豪钛金成为公司的控股子公司，并拟更名 为"陕西宝钛万豪钛业有限公司"。公司通过本次增资可快速新增2.5万吨—2.8万吨/年的熔炼产能，解决 实际生产需求。 建龙微纳：筹划取得上海汉兴能源科技股份有限公司不少于51%股份 建龙微纳（688357）公告，公司正在筹划以支付现金受让股权的方式合计取得上海汉兴能源科技股份有 限公司（简称"标的公司"）不少于 ...

Core Viewpoint - Yihau New Materials experienced a decline of 4.95% today, with a turnover rate of 54.43% and a trading volume of 863 million yuan, indicating significant market activity and potential volatility [2] Trading Activity - The stock was listed on the Dragon and Tiger list due to its turnover rate reaching 54.43%, with institutional investors net selling 2.9932 million yuan [2] - The top five trading departments accounted for a total transaction volume of 238 million yuan, with buying amounting to 75.6958 million yuan and selling amounting to 162 million yuan, resulting in a net sell of 86.6992 million yuan [2] - Among the trading departments, four institutional specialized seats were involved, with total buying of 48.6309 million yuan and selling of 51.6240 million yuan, leading to a net sell of 2.9932 million yuan [2] Historical Performance - Over the past six months, the stock has appeared on the Dragon and Tiger list seven times, with an average price increase of 4.75% the day after being listed and an average increase of 7.59% over the following five days [2] Capital Flow - Today, the stock saw a net outflow of 47.0844 million yuan in main funds, with a significant outflow of 55.8552 million yuan from large orders, while smaller orders saw a net inflow of 8.7708 million yuan [2] - In the past five days, the main funds have seen a net inflow of 125 million yuan [2]

通过天眼查大数据分析，深圳奥特迅电力设备股份有限公司共对外投资了13家企业，参与招投标项目 2307次，知识产权方面有商标信息19条，专利信息165条，此外企业还拥有行政许可34个。 资金流向方面，今日主力资金净流入6807.12万元，占比成交额41.94%。其中，超大单净流入7334.15万 元、占成交额45.18%，大单净流出527.03万元、占成交额3.25%，中单净流出流出3407.07万元、占成交 额20.99%，小单净流出3400.05万元、占成交额20.95%。 奥特迅最新一期业绩显示，截至2025一季报，公司营业总收入4641.26万元、同比减少12.17%，归属净 利润1786.05万元，同比减少22.34%，扣非净利润1985.34万元，同比减少25.76%，流动比率1.279、速动 比率0.796、资产负债率36.87%。 天眼查商业履历信息显示，深圳奥特迅电力设备股份有限公司，成立于1998年，位于深圳市，是一家以 从事电气机械和器材制造业为主的企业。企业注册资本24780.617万人民币，实缴资本12700.3614万人民 币。公司法定代表人为廖晓霞。 金融界消息 截至2025年6月 ...

Core Insights - Xiangtan Electric Machine Co., Ltd. (Xiangdian) achieved a world record in magnetic levitation testing, accelerating a 1.1-ton test vehicle to 650 km/h over a distance of 1000 meters in just 7 seconds, marking the fastest speed for this type of platform globally [1][2] - The successful test demonstrates Xiangdian's strong capabilities in electromagnetic equipment, with potential applications across various sectors, contributing to the development of new productive forces in multiple industries [1][2] Company Developments - Xiangdian provided the track electric motor equipment for the high-speed magnetic levitation testing line at Hubei Donghu Laboratory, participating directly in China's fastest magnetic levitation test project [2] - The breakthrough validates Xiangdian's engineering capabilities in high-speed magnetic levitation bearing motor systems, positioning the company as one of the few in China to master core technologies in ultra-high-speed magnetic levitation [2] - The company has previously broken foreign technology monopolies with projects like megawatt-level flywheel energy storage and permanent magnet traction systems, further solidifying its leading position in the electromagnetic equipment sector [2] Technical Innovations - The key to the success of the ultra-high-speed magnetic levitation system lies in the breakthroughs in track electric motor equipment, which must exhibit ultra-high speed, high thrust output, high energy conversion efficiency, resistance to instantaneous high temperatures, and high-frequency vibration [2] - Xiangdian's integration of core technologies such as magnetic levitation bearings, linear motors, and high-temperature superconducting materials not only meets performance requirements at 650 km/h but also enhances the autonomy of core components in this field [2] - The technology developed by Xiangdian is applicable not only to rail transportation but also extends to emerging markets such as industrial energy conservation and aerospace, supporting the development of new productive forces across various industries [2]

天眼查资料显示，杭州南都动力科技有限公司，成立于2010年，位于杭州市，是一家以从事计算机、通 信和其他电子设备制造业为主的企业。企业注册资本90000万人民币。通过天眼查大数据分析，杭州南 都动力科技有限公司参与招投标项目20次，专利信息444条，此外企业还拥有行政许可22个。 浙江南都鸿芯动力科技有限公司，成立于2018年，位于杭州市，是一家以从事计算机、通信和其他电子 设备制造业为主的企业。企业注册资本10000万人民币。通过天眼查大数据分析，浙江南都鸿芯动力科 技有限公司共对外投资了1家企业，参与招投标项目3次，专利信息50条，此外企业还拥有行政许可27 个。 来源：金融界 金融界2025年6月24日消息，国家知识产权局信息显示，杭州南都动力科技有限公司、浙江南都电源动 力股份有限公司、浙江南都鸿芯动力科技有限公司取得一项名为"锂离子电池非水解性电解液及具有该 电解液的锂离子电池"的专利，授权公告号CN115528305B，申请日期为2022年10月。 浙江南都电源动力股份有限公司，成立于1997年，位于杭州市，是一家以从事电气机械和器材制造业为 主的企业。企业注册资本89803.9858万人民币。通 ...

新能源汽车产业链持续高速增长。5月份，全省汽车制造业、电气机械和器材制造业增加值分别增长 26.7%和20.3%，分别高于全省规上工业增加值增速19.3个百分点和12.9个百分点；全省锂离子电池、新 能源汽车产量分别增长99.1%和20.0%。 投资方面，数据显示，河南工业投资增势强劲。1-5月，河南工业投资增长29.5%，比1-4月加快2.9个百 分点，增速创2022年4月以来新高。其中，制造业投资增长30.8%，比1-4月加快2.8个百分点。 此外，两新政策效应持续释放。5月份，在大规模设备更新等政策措施带动下，河南限额以上单位机电 产品及设备类商品零售额增长46.1%；在消费品以旧换新等政策措施带动下，全省限额以上单位计算机 及其配套产品、智能手机、可穿戴智能设备、家用电器和音像器材类、新能源汽车零售额分别增长1.7 倍、1.6倍、86.1%、47.3%和27.0%。 近日，河南省统计局公布5月份河南省经济运行情况，全省经济延续稳中向好发展态势，工业生产保持 较快增长，投资、消费增速略有加快，主要指标增速均持续高于全国平均水平。 数据显示，5月份，河南全省规上工业增加值同比增长7.4%，高于全国1.6个 ...

Economic Overview - Hangzhou's economy shows a stable and positive development trend amid a complex macroeconomic environment, supported by various policy measures [1] - The city's industrial output value has significantly increased compared to the same period last year, driven by support for high-tech and strategic emerging industries [1] Industrial Performance - From January to May, the added value of industrial enterprises above designated size in Hangzhou grew, with notable increases in sectors such as computer communication and electronic equipment manufacturing (17.2%), automotive manufacturing (23.5%), and electrical machinery (13.8%) [1] - Emerging products like new energy vehicles, lithium-ion batteries, and industrial robots saw rapid production growth, with lithium-ion battery output up by 19.0%, integrated circuit output up by 24.2%, and industrial robot output soaring by 131.1% [1] Fixed Asset Investment - Fixed asset investment in Hangzhou increased by 0.2% year-on-year, with project investment rising by 5.7% [2] - Industrial investment grew by 8.5%, accounting for 16.2% of total fixed asset investment, an increase of 1.3 percentage points from the previous year [2] - Manufacturing investment rose by 7.0%, with significant growth in general equipment manufacturing (36.6%), electrical machinery (26.9%), and automotive manufacturing (14.9%) [2] Service Sector Growth - The service sector remains a crucial pillar of Hangzhou's economy, with revenue from large-scale service industries (excluding wholesale, retail, accommodation, catering, finance, and real estate) reaching 695.1 billion yuan, a 7.5% increase year-on-year [2] - The digital economy and high-tech service industries outperformed overall service revenue growth, with increases of 11.7% and 10.2%, respectively [2] Consumer Market Dynamics - The consumer market has shown increased vitality due to various consumption promotion policies, with total retail sales of consumer goods reaching 374.5 billion yuan, a 7.4% year-on-year increase [3] - Major consumer goods such as home appliances and communication devices saw retail sales growth of 108.9% and 104.9%, respectively, while automotive sales increased by 8.0%, with new energy vehicles growing by 38.6% [3] Trade and Export Performance - Hangzhou's total import and export volume increased, with a focus on expanding overseas markets and strengthening trade cooperation with countries along the "Belt and Road" initiative [3] - Exports to "Belt and Road" countries reached 123.8 billion yuan, growing by 23.7%, which is 8.8 percentage points higher than the overall export growth rate [3]