集"膜材料生产-工艺研发及装备制造-工艺设计-技术服务"为一体的物料分离全产业链企 业—— 同舟纵横 将出席 2025年8月20-22日，浙江·宁波 举办的 SynBioCon 2025 第四届合成生物与绿色生物制造大会 展示 最新解决方案。 同舟纵横(厦门)流体技术有限公司专注于工业流体领域的分离纯化，是一家集材料生产--工艺研发- --设备制造--药剂生产--EPC设计及工程总包为一体的国家级 高新技术企业和国家级专精特新小 巨人企业。 多年来同舟纵横不断探索已经完成了数百工程项目，涉及医药、化工、食品添加剂、淀粉糖、生物 发酵、植物提取、新能源、环保等各个领域，在实战中公司积累了大量的工程经验，树立了良好的 行业口碑，已经成为了利用压力驱动膜技术板块、电驱动膜技术板块和连续离交技术板块为客户提 供一站式解决方案的综合服务商。 T H E S I M P L E L I F E 产品特点 （4）氨基酸行业 （5）天然产物提取领域 （6）淀粉糖领域 （7）调味品行业 （8）农药行业 （9）兽药行业 （10）化工行业 （11）新能源行业 （12）废水深度处理行业 多样性：包括技术的多样性和产品的多样性，（1） ...

Group 1 - The importance of promoting the spirit of the Anti-Japanese War and its role in fostering patriotism and national pride among the Chinese people is emphasized [2][3][4] - The need for high-quality thematic exhibitions and educational activities to convey the significance of the Anti-Japanese War and its historical context is highlighted [3][4] - The call for innovation and transformation in traditional industries to enhance competitiveness and contribute to the manufacturing sector is reiterated [5][6] Group 2 - The focus on improving living standards and ensuring basic social services for vulnerable groups, such as the elderly and children, is stressed as a key aspect of social stability [6][7] - The commitment to ecological safety and green development is underscored, with an emphasis on transitioning to new energy and materials to support sustainable economic growth [8] - The importance of enhancing public safety and crime prevention measures to maintain social order and community safety is outlined [7][8]

Economic Overview - China's GDP grew by 5.4% year-on-year in Q1 2025, with a quarter-on-quarter increase of 1.2%[5] - Industrial added value for large-scale enterprises increased by 6.3% year-on-year in the first five months of 2025[5] - The service production index rose by 5.9% year-on-year during the same period[5] Consumption Trends - Social retail sales increased by 5.0% year-on-year in the first five months of 2025, with goods retail sales up by 5.1% and service retail sales up by 5.2%[6] - The "old-for-new" policy drove sales of five major categories to 1.1 trillion yuan, with approximately 175 million subsidies issued to consumers[6] - Retail sales of sports and entertainment products surged by 28.3% year-on-year in May 2025[6] Investment Dynamics - Fixed asset investment grew by 3.7% year-on-year in the first five months of 2025, with manufacturing investment increasing by 8.5%[9] - Investment in consumer goods manufacturing rose by 13.2%, while infrastructure investment saw a decline, with a year-on-year drop of 10.4% in real estate development investment[9][27] Export Performance - Total goods imports and exports increased by 2.5% year-on-year in the first five months of 2025, with exports rising by 7.2%[10] - The share of exports to the U.S. decreased from 19.2% in 2018 to 11.9% in May 2025, while exports to ASEAN increased from 12.8% to 17.8%[10] Policy Environment - The fiscal deficit for 2025 is set at 5.66 trillion yuan, with a deficit rate of 4%, marking the highest level in recent years[14] - The central government’s deficit is projected at 4.86 trillion yuan, accounting for 85.9% of the total deficit, also a record high[15] Monetary Policy - The monetary policy has shifted to "moderately loose," with measures including a reserve requirement ratio cut and interest rate reductions[19] - Social financing increased by 8.7% year-on-year as of May 2025, with M2 growth at 7.9%[19] Future Economic Trends - GDP growth is expected to reach 5.0% for the full year 2025, with Q2 growth projected at 5.3% and subsequent quarters at 4.8% and 4.6% respectively[21] - Consumer spending is anticipated to maintain a growth rate of 5.1% for the year, driven by structural changes in consumption patterns[22] Investment Outlook - Manufacturing investment is projected to grow by 7.9% for the year, supported by government policies and technological advancements[23] - Infrastructure investment is expected to grow by 6.7% for the year, bolstered by active fiscal policies and project approvals[28] Export Resilience - Exports are forecasted to grow by 1.2% for the year, supported by diversification in trade partners and product structures[30]

Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding their operational status and significant developments. Group 1: Company Announcements - Jinshi Technology (002951) stated that it has not engaged in any business related to stablecoins and confirmed no undisclosed significant matters [3] - New Asia Electronics (605277) reported that revenue from its "lotus core structure" technology application is less than 3.31% of total revenue, and the technology has not yet been mass-produced [4] - New Zhonggang (605162) confirmed that its main business has not undergone significant changes and its operational status remains normal [6] - Zhuoyue New Energy (688196) plans to invest 700 million yuan in a bioenergy project in Thailand, which includes a biodiesel production line with an annual capacity of 300,000 tons [7] - Zhengfan Technology (688596) intends to acquire 62.23% of Han Jing Semiconductor, aiming to enhance its competitiveness in the semiconductor sector [8] - Alliance Electronics (688311) announced that five shareholders plan to transfer 3.68% of the company's shares through a pricing inquiry [9] - Xinpeng Co., Ltd. (002328) reported that its subsidiary's investment project has been listed on the STAR Market [10] - Bayi Shikong (688181) is expanding into edge computing services, partnering with China Broadcasting Network [12] - Dafu Technology (300134) plans to invest up to 100 million yuan in Anhui Yunta Electronics [14] - Jinchengzi (688291) noted that revenue from its laser 3D printing control systems will account for less than 2% of total revenue in 2024 [15] - Dazhi (601519) confirmed that its daily operations are normal and there are no significant changes [16] - Senlin Packaging (605500) clarified that its consumer packaging business currently represents a small portion of its overall operations [17] - Guangyunda (300227) intends to acquire 56.0299% of Yilian Unlimited for 352 million yuan [18] - Xinning Electric (301388) reported no significant changes in its operational environment [19] - Shangwei New Materials (688585) announced progress in its controlling shareholder's control change plan [20] - Yong'an Futures (600927) confirmed no undisclosed significant information [21] Group 2: Performance Reports - Jingji Zhino (000048) reported June sales of 176,400 pigs, generating revenue of 310 million yuan [23] - Kemin Foods (002661) noted a 111.22% year-on-year increase in June sales revenue from its subsidiary [24] - Lihua Co., Ltd. (300761) reported a 21.3% year-on-year decline in June chicken sales revenue [25] - Xiaoming Co., Ltd. (300967) experienced a 182.52% year-on-year increase in June chicken product sales revenue [26] - Tiankang Bio (002100) reported a 19.53% year-on-year decline in June pig sales revenue [27] - Shen Shen Fang A (000029) expects a net profit increase of 1411.7% to 2034.17% for the first half of the year [29] - Juhua Co., Ltd. (600160) anticipates a net profit increase of 136% to 155% for the first half of the year [30] - Jieshun Technology (002609) expects a net profit increase of 105.68% to 193.82% for the first half of the year [31] - Haopeng Technology (001283) forecasts a net profit increase of 228.03% to 271.77% for the first half of the year [32] - Dajin Heavy Industry (002487) expects a net profit increase of 193.32% to 227.83% for the first half of the year [33] - Huace Navigation (300627) anticipates a net profit increase of 27.37% to 33.34% for the first half of the year [34] - Yatai Co., Ltd. (002284) expects a net profit increase of 81.97% to 101.13% for the first half of the year [35] - Huagong Technology (000988) forecasts a net profit increase of 42.43% to 52.03% for the first half of the year [36] - Shangwei Co., Ltd. (603333) expects a net loss of 27 million to 35 million yuan for the first half of the year [37] Group 3: Major Contracts and Share Transactions - Hongyuan Green Energy (603185) signed a cooperation agreement with Jiangsu Shunfeng Photovoltaic Technology [38] - Pulite (002324) announced a procurement contract for a 30MWh sodium-ion battery energy storage system [40] - Hisense Home Appliances (000921) plans to increase its shareholding by 6.92 million to 13.86 million shares [41] - Yanpai Co., Ltd. (301081) intends to increase its shareholding by 17 million to 34 million yuan [42] - Yuanzu Co., Ltd. (603886) announced a plan to reduce its shareholding by up to 1% [43] - 吉祥航空 (603885) plans to reduce its shareholding by up to 1% [44] - Jin Domain Medical (603882) intends to reduce its shareholding by up to 1% [45] - Chao Tu Software (300036) announced plans for its controlling shareholder to reduce its shareholding by up to 2.01% [46] - Xintong Lian (603022) plans to reduce its shareholding by up to 3% [47] - Dongfang Zhongke (002819) intends to reduce its shareholding by up to 3% [48] - Shuo Beid (300322) plans to repurchase shares worth 20 million to 30 million yuan [49]

Group 1 - The core point of the news is that Guangyun Da has acquired a 56.03% stake in Yilian Wuxian Technology for 350 million yuan, marking its entry into the communication equipment manufacturing sector and supporting its global expansion strategy [1] - The acquisition aligns with the regulatory environment, as the China Securities Regulatory Commission is promoting mergers and acquisitions, particularly for technology companies, to enhance their global presence [2] - Yilian Wuxian, a high-tech company with recognized technology and global market potential, has committed to achieving specific profit targets from 2025 to 2027, providing a solid basis for the acquisition's valuation [3] Group 2 - Guangyun Da currently relies on the domestic market for over 90% of its revenue, and this acquisition will help diversify its business and establish a global operational framework [4] - The company has sufficient cash reserves, with 384 million yuan expected by the end of 2024, and has initiated a fundraising effort to support its liquidity, indicating strong confidence in its global strategy [4] - This acquisition is seen as a critical step for Guangyun Da in transitioning from "Made in China" to "Intelligent Manufacturing Globally," which is expected to enhance its risk resilience and profitability in the long term [4]

Transaction Overview - The company plans to acquire 56.0299% equity of Shenzhen Yilian Infinite Technology Co., Ltd. for cash, with a total valuation of 628 million RMB [1][2] - The acquisition will grant the company control over Yilian Infinite, which will be included in the company's consolidated financial statements after completion [1][2] - The transaction requires approval from the company's shareholders' meeting due to the significant net profit of Yilian Infinite exceeding 50% of the company's audited net profit for the last fiscal year [2] Transaction Parties - The seller of the equity is Chen Zheng, who has no direct or indirect shareholding in the company and is not associated with any major stakeholders [2][4] - The other party involved is Shenzhen Boyuan Zhili Management Consulting Partnership (Limited Partnership), which also has no direct or indirect shareholding in the company [4] Target Company Information - Shenzhen Yilian Infinite Technology Co., Ltd. was established on September 10, 2012, with a registered capital of 41.2876 million RMB [3][5] - The company specializes in the research, development, production, and sales of broadband access equipment and wireless network devices [14] - As of April 30, 2025, Yilian Infinite reported total assets of 307.99 million RMB and a net profit of 9.7977 million RMB for the first four months of 2025 [11][12] Financial Assessment - The total equity value of Yilian Infinite was assessed at 628.8346 million RMB, with a significant increase in net asset value compared to its book value [12][13] - The asset-based valuation indicated a total asset value of 360.86 million RMB, with a net asset value of 161.01 million RMB [13] - The revenue method assessment showed a substantial increase in equity value, reflecting a 290.56% increase over the book net asset value [13][14] Transaction Agreement Details - The transaction price was negotiated based on the assessed value, with the cash payment structured to be completed within 60 working days after the agreement takes effect [17][18] - The agreement includes provisions for the transfer of equity and the management of the target company's operational assets post-acquisition [18]

General Provisions - The company is established as a joint-stock limited company in accordance with the Company Law and other relevant regulations [2] - The registered capital of the company is RMB 544.111391 million [3] - The company is a permanent joint-stock limited company [3] - The company's articles of association serve as a legally binding document for the organization and behavior of the company, shareholders, directors, supervisors, and senior management [3] Business Objectives and Scope - The company's business objective is to provide customer-satisfactory products and services through continuous market-oriented reform and development, returning good economic benefits to shareholders and benefiting society and employees [4] - The company's business scope includes research and development of laser application technology, manufacturing and sales of laser equipment and related components, and providing automation solutions in intelligent manufacturing [4] Shares - The company's shares are issued in the form of stocks, with each share having a par value of RMB 1 [5] - The total number of shares issued by the company is 544.111391 million, all of which are ordinary shares [6] - The company cannot provide any financial assistance to individuals or entities purchasing or intending to purchase its shares [6] Shareholders and Shareholder Meetings - Shareholders have rights to dividends, participate in shareholder meetings, supervise the company's operations, and transfer their shares according to the law [12] - The company must hold an annual general meeting within six months after the end of the previous fiscal year [20] - Shareholders holding more than 10% of the shares can request the board to convene a temporary shareholder meeting [22] Board of Directors - The board of directors is responsible for the company's overall management and decision-making [16] - The board must report to the shareholders at the annual general meeting regarding its work over the past year [30] - The chairman of the board presides over the shareholder meetings, and if the chairman is unable to perform their duties, a vice-chairman or another director will preside [29]

Group 1 - The core viewpoint of the document is that Guotai Junan Securities Co., Ltd. has conducted a thorough review of the detailed equity change report submitted by Zhuzhou State-owned Assets Investment Holding Group Co., Ltd., confirming the accuracy and completeness of the disclosed information [1][3][4] - The financial advisor asserts that the report complies with relevant laws and regulations, including the Company Law and Securities Law, and that there are no significant discrepancies in the information provided [3][4] - The purpose of the equity change is stated as a demonstration of confidence in the future development prospects of the listed company and recognition of its long-term investment value, aimed at enhancing investor confidence and protecting shareholder interests [4] Group 2 - The financial advisor has verified that the acquirer has provided all necessary documentation required for the equity change disclosure, and no major omissions or misleading statements were found [4] - The acquirer, Zhuzhou State-owned Assets Investment Holding Group Co., Ltd., is confirmed to have the necessary qualifications and capabilities for the acquisition, with a registered capital of 400 million RMB [4][6] - The document outlines the ownership structure of Zhuzhou State-owned Assets Investment Holding Group Co., Ltd., indicating that it is controlled by Zhuzhou Industrial Development Investment Holding Group Co., Ltd., which holds 90% of its shares [6][4]

Group 1 - The completion of the Suichuan to Dayu Expressway, costing 24.45 billion yuan and spanning 127 kilometers, significantly reduces travel time from Ganzhou to the Guangdong-Hong Kong-Macao Greater Bay Area to 4 hours, enhancing personnel movement and trade flow [1][4] - The density of expressways between Guangdong and Jiangxi provinces is the highest in the country, with an average of one expressway every 50 kilometers, facilitating cross-regional collaboration and economic integration [3][4] - The "Bay Area R&D + Jiangxi Manufacturing" development model is gaining momentum, with major companies like Gree and BYD establishing operations along the expressway corridor, while Jiangxi enterprises are setting up R&D centers in Guangdong [1][6] Group 2 - The collaboration between Guangdong and Jiangxi is part of a broader trend where provinces like Guangxi, Hunan, and Guizhou are accelerating their integration with the Greater Bay Area, leveraging improved transportation networks for resource flow and industrial cooperation [2][8] - The establishment of a high-speed rail network, including the Ganshen High-Speed Railway, has integrated the Jiangxi region into the "2-hour economic circle" of the Greater Bay Area, enhancing economic connectivity [4][5] - Jiangxi's agricultural products, such as Gan Nan navel oranges and high mountain tea, benefit from improved logistics, achieving a 30% reduction in transportation costs and enabling rapid supply to the Greater Bay Area [6][7] Group 3 - The electronic information industry in Jiangxi is experiencing rapid growth, with a projected output nearing 1.2 trillion yuan in 2024, supported by deep collaboration with the Greater Bay Area, particularly in sourcing materials and equipment [7] - Companies from the Greater Bay Area are increasingly investing in Jiangxi, with over 140 industrial projects exceeding 100 million yuan in investment, indicating a strong industrial partnership [7][8] - The trend of "R&D/market in the Bay Area, production in other provinces" is emerging, expanding the industrial complementarity between the Greater Bay Area and surrounding provinces [8]

股票简称：同宇新材 股票代码：301630 同宇新材料（广东）股份有限公司 Tongyu Advanced Materials （Guangdong） Co., Ltd. 广东省肇庆市四会市大沙镇马房开发区（西南一区编号 ES1020） 首次公开发行股票并在创业板上市 之 上市公告书 保荐人（主承销商） （福州市湖东路 268 号） 二〇二五年七月 同宇新材料（广东）股份有限公司 上市公告书 特别提示 同宇新材料（广东）股份有限公司 上市公告书 同宇新材料（广东）股份有限公司（以下简称"同宇新材"、"本公司"、"发 行人"或"公司"）股票将于 2025 年 7 月 10 日在深圳证券交易所创业板上市。 创业板公司具有经营风险高、业绩不稳定、退市风险大等特点，投资者面临 较大的市场风险。投资者应充分了解创业板市场的投资风险及本公司所披露的风 险因素，审慎做出投资决定。 本公司提醒投资者应充分了解股票市场风险及本公司披露的风险因素，在新 股上市初期切忌盲目跟风"炒新"，应当审慎决策、理性投资。 如无特别说明，本上市公告书中的简称或名词的释义与《同宇新材料（广东） 股份有限公司首次公开发行股票并在创业板上市招股说明 ...