证券代码：603173 证券简称：福斯达 公告编号：2025-029 杭州福斯达深冷装备股份有限公司 2025年半年度业绩预增公告 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： ● 本期业绩预告适用于实现盈利，且净利润与上年同期相比上升50%以上。 ● 公司预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润22,250.00万元到 25,750.00万元，与上年同期（法定披露数据）相比，将增加13,510.39万元到17,010.39万元，同比增加 154.59%到194.64%。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年6月30日 （二）业绩预告情况 ● 杭州福斯达深冷装备股份有限公司（以下简称"公司"）预计2025年半年度实现归属于母公司所有者的 净利润22,500.00万元到26,000.00万元，与上年同期（法定披露数据）相比，将增加12,052.50万元到 15,552.50万元，同比增加115.36%到148.86%。 经财务部门初步测算，预计20 ...

活动现场，上海市工商联发布了2025年度创新创业专题宣传片。宣传片通过"点亮梦想、学成归国、厚 积薄发、扬帆出海"四个篇章，呈现上海创新创业生态，突出营商环境优势，展示城市魅力。 采风活动通过走访参观与座谈交流相结合的方式，呈现松江经开区在优化营商环境、赋能民营经济中的 创新实践。上海市工商联党组成员、副主席汪剑明，松江区委常委、统战部部长朱大章，松江区委常 委、宣传部部长顾建斌参加活动。 中新网上海7月14日电(范宇斌)近日，2025年度上海市工商联媒体采风活动在上海市松江经开区正泰智 电港举行。该活动以"双向奔赴的创新创业生态"为主题，旨在搭建媒体与民营企业对接桥梁，发掘优秀 企业典型，进一步营造全社会关心、支持、促进民营经济发展的良好氛围。 松江区委统战部副部长、松江区工商联党组书记沈伟表示，作为上海高端制造业主阵地和科创中心重要 承载区，松江区坚持以开放的姿态拥抱创新、以务实的举措赋能创业。 在企业交流环节，正泰智电港、上海世纪利通、尼信电子、强昕鼎益、快思瑞科技、泰氢晨能源、睿速 创生医疗、睿植康医疗等企业代表分享了在松江的创业故事与深刻感悟。(完) （文章来源：中国新闻网） 活动现场。范宇斌摄 采 ...

Group 1: Investment and Financial Trends - As of the end of April this year, Shenzhen's private equity and venture capital funds have invested in 20,400 projects, targeting 12,500 companies nationwide, with a total investment amount of 970.275 billion yuan, showing a year-on-year increase of over 2% in early-stage, small, and hard technology projects [1] - The number of projects directed towards early-stage technology companies and the corresponding investment amount have increased by 3.89% and 3.93% year-on-year, respectively [1] Group 2: Transportation and Technology Innovations - The Hong Kong government has issued its first official taxi fleet license to Star Taxi Service Company for a period of five years, allowing the fleet to provide ride-hailing services [2] - This initiative is part of a series of measures by the Hong Kong government to optimize taxi services, aiming to establish a professional and technology-driven fleet management system [2] Group 3: Healthcare and Pharmaceutical Developments - A hospital in Shenzhen has become the first in the city to prescribe domestically developed weight-loss drugs, Ma Shidu and Te Erbo, which significantly enhance weight loss effects, especially for patients with stubborn obesity [3] - The introduction of these drugs reflects the advancement of China's biopharmaceutical industry's independent innovation capabilities and Shenzhen's pioneering efforts in medical technology applications [3] Group 4: Scientific Research and Development - China's first ocean-class intelligent research vessel, "Tongji," has been officially delivered, marking a significant advancement in marine research capabilities [4] - The vessel, which began construction in April 2024, is a 2,000-ton intelligent comprehensive research ship that will facilitate the transition from basic research to the integration of science and technology [4] Group 5: Market Performance - On July 14, the Shenzhen Composite Index closed at 10,684.52 points, down 0.11% [5] - Notable gainers in the Shenzhen market included Changrong Co. at 9.05 yuan with a rise of 20.03%, and Xinling Electric at 42.13 yuan with a rise of 19.99% [6] - Conversely, leading decliners included Yuandao Communication at 21.60 yuan, down 20.00%, and *ST Zitian at 3.52 yuan, down 17.76% [6]

证券代码：002060 证券简称：广东建工 公告编号：临 2025-042 广东省建筑工程集团股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和 完整，没有虚假记载、误导性陈述或重大遗漏。 简称"公司"）第八届董事会第二十八次会议通知以电子邮件的 形式送达全体董事，本次会议于 2025 年 7 月 14 日以通讯表决方 式召开。会议应参会董事 7 人，实际参会董事 7 人，公司监事会 成员列席了会议。 会议召开符合《公司法》《公司章程》的有关规定，审议了 通知中所列议案并作出如下决议： 及巨潮资讯网上披露的《关于共同投资设立广州华隧盾构技术研 究有限公司暨关联交易的公告》。 - 1 - 证券代码：002060 证券简称：广东建工 公告编号：临 2025-042 二、5 票同意 0 票反对 0 票弃权 2 票回避审议通过《关于共 同投资设立广州华隧盾构技术研究有限公司暨关联交易的议案》。 为大力培育和发展多功能隧道掘进高端装备制造业务，提升 盈利空间，董事会同意公司控股子公司广东华隧建设集团股份有 限公司出资7,500万元与公司控股股东广东省建筑工程集团控股 有限公司出资3,500万元，共同投资 ...

Group 1 - The People's Bank of China (PBOC) reported that as of June 2025, the broad money supply (M2) reached 330.29 trillion yuan, growing by 8.3% year-on-year, while the narrow money supply (M1) was 113.95 trillion yuan, up by 4.6% [2] - In the first half of 2025, new RMB loans increased by 12.92 trillion yuan, and the total social financing scale increased by 22.83 trillion yuan, which is 4.74 trillion yuan more than the same period last year [2] - The PBOC plans to conduct a 14 trillion yuan reverse repurchase operation to maintain liquidity in the banking system [4] Group 2 - China's total goods trade in the first half of 2025 was 21.79 trillion yuan, a year-on-year increase of 2.9%, with exports at 13 trillion yuan (up 7.2%) and imports at 8.79 trillion yuan (down 2.7%) [4] - In June 2025, the monthly trade volume reached 3.85 trillion yuan, marking a 5.2% increase, with exports of 2.34 trillion yuan (up 7.2%) and imports of 1.51 trillion yuan (up 2.3%) [4] Group 3 - China Salt Chemical Corporation reported a 5.76% decrease in revenue for the first half of 2025, totaling 5.998 billion yuan, with a net profit decline of 88.04% to 52.71 million yuan [9] - Qianfang Technology expects a net profit increase of 1125.99% to 1534.65% for the first half of 2025 [11] - Huahong Technology anticipates a net profit growth of 3047.48% to 3721.94% for the same period [12] - Aerospace Science and Technology Corporation projects a net profit increase of 1628.83% to 2315.27% for the first half of 2025 [21]

证券代码：603507 证券简称：振江股份 公告编号：2025-052 江苏振江新能源装备股份有限公司 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个别及连带责任。 重要内容提示： ? 业绩预告的具体适用情形：实现盈利，且净利润与上年同期相比下降 50% 以上。 ? 江苏振江新能源装备股份有限公司（以下简称"公司"）预计 2025 年半 年度实现归属于上市公司股东的净利润为 1,500 万元到 2,250 万元，与上年同期 相比，将减少 10,096.28 万元到 10,846.28 万元，同比减少 81.78%到 87.85%。 ? 公司预计归属于上市公司股东的扣除非经常性损益的净利润为 7,000 万 元到 9,000 万元，与上年同期相比，将减少 3,052.80 万元到 5,052.80 万元，同比 减少 25.33%到 41.92%。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 利润为 1,500 万元到 2,250 万元，与上年同期相比，将减少 10,096.28 万元到 （三）本次业绩预告未经会计师事务所审 ...

2022年，项目团队面临经费短缺的困境。"做设备研发投入很大，一台电机往往需要几万元。"孟凡博 说。为此，他积极寻求解决方案，参加各类创业赛事，与投资人洽谈合作。最终，团队获得了项目支 持，度过资金难关。 卢昱阳 中青报·中青网记者 孙海华 传统电路板只能在平面或可展曲面（如圆柱面）上制造。孟凡博团队的突破在于：通过五轴联动带动阵 列喷头，在球面等"非可展曲面"上直接打印多层电路，实现多层电路板的垂直互联。 32岁的孟凡博，是西安电子科技大学高性能电子装备机电集成制造全国重点实验室科研人员，但他更愿 意称自己为"创业者"——一个在航天电子领域开拓的探索者。他带领团队研发的"非可展曲面多层电路 打印技术"，正在为航空航天装备制造带来新的可能。 "一点点小的偏差，就会导致很离谱的结果。"他解释，"非可展曲面多层电路打印技术"将应用于航空航 天领域，解决复杂曲面电路板集成难题。目前，团队已攻克喷头精密控制、材料烧结固化等关键技术。 凡博（左）在介绍"非可展曲面多层电路打印技术"（资料图片）。西安电子科技大学/供图 孟凡博的科研之路，始于儿时的航模兴趣。小学时，母亲给他买了第一个航模，从此开启了他的探索之 旅。他用广 ...

Core Viewpoint - Zhonghua Equipment is facing a projected loss for the first half of the year, while simultaneously planning to acquire two companies in the rubber machinery and chemical equipment sectors, indicating a strategic shift despite current financial challenges [1][2][3]. Group 1: Financial Performance - Zhonghua Equipment expects a net loss of between 14.71 million yuan and 22.06 million yuan for the first half of the year, which is an improvement compared to the previous year [1][2]. - The company anticipates a non-recurring net profit loss of between 9.87 million yuan and 17.22 million yuan for the same period [2]. - The decline in revenue is attributed to a slowdown in investment growth in the petrochemical and rubber tire industries, impacting equipment demand [3]. Group 2: Acquisition Plans - Zhonghua Equipment plans to acquire 100% of the shares of Yiyang Rubber Plastic Machinery Group Co., Ltd. and Beijing Blue Star Chemical Machinery Co., Ltd. through a share issuance [1][4]. - The acquisitions are part of a strategy to enhance the company's core competitiveness in the rubber machinery sector, supported by its parent company, China National Chemical Corporation [4][5]. - The company has previously managed Yiyang Rubber Machinery under a trust agreement due to conditions not being met for direct acquisition [5]. Group 3: Strategic Focus - The company is focusing on optimizing resource allocation internally and expanding market outreach externally, aiming to improve operational quality [3]. - A significant factor in the expected improvement in financial performance is the completion of a major asset restructuring project by the end of 2024, which will exclude overseas loss-making businesses from consolidated financial statements [3]. - Zhonghua Equipment plans to enhance market order acquisition and implement refined cost control measures in the second half of the year to boost operational efficiency [3].

文 ： 华创证券研究所副所长 、首席宏观分析师 张瑜（执业证号：S0360518090001） 联系人： 陆银波（15210860866） 袁玲玲（微信 Yuen43） 报告摘要 近一周政策，主要关注以下内容： （一）高层地方考察调研：关注科技及产业转型、地方财政、经济运行等情况。1）7月7日-8日 ，总 书记在山西考察，涉及科技创新、能源转型及产业省级、社会维稳等工作。 2）7月7日-9日， 国务院 副总理丁薛祥在黑龙江和吉林调研水利项目、农场及储备粮项目、财政局等，了解重大政策落实和地 方财政运行等情况。 3）7月9日 ，国务院副总理刘国中在北京调研时强调，加快农业科技创新和成果 应用，实现高水平农业科技自立自强。4）7月6日-9日，国务委员谌贻琴在江西调研，强调积极扩大文 旅和养老服务消费。5）7月7日-9日，国务委员兼国务院秘书长吴政隆在陕西、四川调研经济运行、政 务服务等工作，提出"努力完成全年经济社会发展目标任务"。 （二）国有险资长周期考核机制进一步完善 。7月11日，财政部印发《关于引导保险资金长期稳健投 资 进一步加强国有商业保险公司长周期考核的通知》，新增5年周期指标。通知提出，将净资产收 ...

Core Viewpoint - The first half of 2025 financial reports from A-share listed companies reveal significant profit increases, with several companies projecting profit growth exceeding tenfold compared to the previous year [1][5]. Group 1: Company Performance - Zhongyan Chemical's 2025 half-year report shows a revenue of 5.998 billion yuan, a decrease of 5.76% year-on-year, with a net profit of 52.7155 million yuan, down 88.04% year-on-year [3][4]. - The decline in Zhongyan Chemical's revenue is attributed to intensified market competition and significant price drops in key products like soda ash and PVC, despite a 38.82% increase in sales volume [3][4]. - Huahong Technology expects a net profit of 70 million to 85 million yuan for the first half of 2025, representing a year-on-year increase of 3047.48% to 3721.94%, driven by improved prices of rare earth raw materials [6][7]. - Wannianqing anticipates a net profit of 31 million to 45 million yuan, reflecting a year-on-year growth of 1954.07% to 2881.71%, supported by recovering demand in the cement industry and cost reduction efforts [6][7]. - Other companies like Yatai Pharmaceutical and Aerospace Science and Technology also project substantial profit increases, with expected growth rates of 1726.42% to 1909.06% and 1628.83% to 2315.27%, respectively [7]. Group 2: Market Trends - The overall trend indicates a recovery in certain sectors, such as the cement industry, due to reduced declines in real estate investment and infrastructure spending [7]. - The chemical industry is experiencing price fluctuations, with some products seeing significant price drops due to weakened downstream demand, while others like caustic soda have increased prices due to demand pull [4].