河南省人民政府办公厅近日印发《河南省支持上市公司并购重组若干政策措施》。其中提出，促进产业 高质量发展。围绕河南省"7+28+N"产业链，充分发挥并购重组资源配置功能，服务做优传统产业，培 育壮大新兴产业和未来产业。鼓励上市公司通过并购重组转型升级、开辟第二增长曲线，促进科技创新 和产业创新融合，引导更多资源向人工智能、低空经济、生物医药、新材料、高端装备等新质生产力方 向集聚。支持上市公司围绕主业及产业链关键环节开展并购重组，延链强链补链，加强资源整合，提升 产业集中度和竞争力。 ...

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Core Viewpoint - The company is experiencing a significant decline in net profit for the first half of 2025, attributed to various factors including demand fluctuations and credit impairment [4][5]. Group 1: Financial Performance - The company forecasts a net profit attributable to shareholders for H1 2025 between 66.6 million to 79.9 million yuan, representing a year-on-year decline of 49.99% to 40% [4]. - The adjusted net profit is expected to be between 51.3 million to 64.6 million yuan, reflecting a year-on-year decrease of 47.53% to 33.92% [4]. - The median net profit for Q2 is projected at 18.38 million yuan, down 72.9% year-on-year [5]. Group 2: Operational Developments - The company's subsidiary, Xiangchen Magnesium Industry, has recently launched a new project with an annual production capacity of 60,000 tons of high-efficiency precipitant, increasing the total capacity to 110,000 tons per year [4][6]. - The project involved an investment of approximately 35 million yuan and includes the construction of a rotary kiln and supporting systems [6][7]. Group 3: Market Conditions - The demand for active magnesium oxide has been disrupted, leading to lower shipment volumes than expected [5]. - The domestic refractory materials sector continues to face pressure due to weak demand from steel customers and declining overall contract prices, resulting in reduced gross margins [5]. - Credit impairment has been influenced by significant country-specific differences in customer conditions, with some overseas clients facing bankruptcy, leading to a 100% impairment recognition on certain receivables [5].

Core Viewpoint - Ningbo is positioning itself as a global marine center city, focusing on enhancing its marine economy and addressing existing weaknesses in its marine industry chain [2][15][19]. Group 1: Marine Economic Development - Ningbo's marine economy is projected to reach a production value of 2,754 billion in 2024, accounting for 15.2% of its GDP, which is significantly lower than that of Qingdao and Tianjin [13][14]. - The city aims to establish a modern marine industry system and promote marine technology innovation as part of its "14th Five-Year Plan" [3][15]. - The marine economy has shown consistent growth, with a 17-fold increase from 160 million in 2002 to 2,754 billion in 2024 [14]. Group 2: Port and Shipping Services - Ningbo Zhoushan Port has maintained its position as the world's busiest port for 16 consecutive years, with a cargo throughput of 1.377 billion tons in 2024 and container throughput of 3,930 thousand TEUs [6]. - The port is recognized as a major hub for bulk cargo and oil transfer, but it faces challenges in shipping service capabilities [8][9]. - Plans are in place to enhance shipping services, including the establishment of high-level shipping service clusters and digital platforms [10][11]. Group 3: Marine Industry Structure - Ningbo's modern marine industry includes key sectors such as green petrochemicals, marine logistics, and marine engineering equipment, with emerging industries like marine new materials and marine biotechnology [18][20]. - The city is focusing on upgrading its marine industry system and establishing a project database for significant marine industry projects [20][21]. - In 2024, the marine emerging industries are expected to contribute over 580 billion, with a growth rate exceeding 10% [20]. Group 4: Marine Technology Innovation - Ningbo's marine technology resources are currently dispersed, lacking a centralized platform for integration [22]. - The city plans to build a national key laboratory for marine materials and a comprehensive marine testing facility to enhance its research capabilities [23][25]. - There is a need for high-level talent in marine engineering, which is currently insufficient in local educational institutions [25].

近日，成都市委办公厅、市政府办公厅印发了《成都市推动县市新城高质量发展实施方案》。其中提 出，增强先进制造业基地承载功能。发挥空间承载等优势，承接先进制造功能性引领性项目，推动装备 制造、先进能源、新型材料产业向简阳市、彭州市、金堂县倾斜布局，打造成都制造业战略增量区域。 运用数智赋能和绿色技术改造提升白酒、家居等传统产业，做强动力电池、智能终端等细分领域，争创 国家级中小企业特色产业集群，提升邛崃市、崇州市先进制造业能级。支持有根企业扩能提质，深化低 效闲置用地、厂房楼宇再开发，持续拓展产业新空间，推动都江堰市、大邑县、蒲江县壮大医药健康、 绿色食品等特色优势产业。支持发展绿色氢能、低空经济、商业航天和算力等新兴产业，争取关键产业 备份项目落地。(人民财讯) ...

中铁装配（300374）公告，公司股东孙志强于2025年7月9日至2025年7月15日期间，累计增持公司股份 95万股，持有公司股份比例从20.693%增加至21.080%，权益变动触及1%的整数倍。自本次增持计划披 露以来，孙志强先生已累计增持公司股份273.23万股，增持股份占公司总股本的1.111%，截至2025年7 月15日，孙志强先生直接持有公司股份5183.77万股，占公司总股本的21.080%。 ...

天德钰：上半年净利润12.08亿元 同比增长43.35% 7月16日晚，天德钰（688252）发布2025年半年度业绩快报，公司上半年实现营业收入12.08亿元，同比 增长43.35%；实现归属于上市公司股东的净利润1.52亿元，同比增长50.89%。 资料显示，天德钰成立于2010年11月，主营业务是移动智能终端领域的整合型单芯片研发、设计、销 售。 所属行业：电子–半导体–数字芯片设计 福莱新材：股东拟减持不超过1.33%公司股份 7月16日晚，福莱新材（605488）发布公告称，股东嘉兴市进取企业管理合伙企业（有限合伙）计划通 过集中竞价及大宗交易方式减持不超过376.25万股公司股份，占公司总股本的1.33%。减持期间为2025 年8月7日至2025年11月6日。减持原因系股东个人资金需求。 资料显示，福莱新材成立于2009年6月，主营业务是功能性涂布复合材料的研发、生产、销售。 所属行业：基础化工–塑料–膜材料 金帝股份：签订不低于15亿元工业项目投资合同 7月16日晚，金帝股份（603270）发布公告称，公司拟使用自有或自筹资金向海南金海慧投资有限公司 增资，增资完成后，由金海慧在重庆设立子公司博 ...

证券代码：300995 证券简称：奇德新材 广东奇德新材料股份有限公司 投资者活动记录表 编号：2025-067 | | 回复：基于公司的战略发展规划及下游客户需求的增加，公司计划对碳纤维 | | --- | --- | | | 项目进行扩产，通过场地扩建、设备投入、人员扩招、环境提升以及自动化等手 | | | 段，快速提升碳纤维制品的产能、生产效率及品质稳定性。通过扩产，公司将显 | | | 著提升高端碳纤维制品的规模化交付实力，并形成行业领先的工艺和品控优势， | | | 满足高端新能源汽车、低空飞行等行业客户的高品质和个性化需求。 | | 附件清单 | 无 | | 日期 | 2025 年 7 月 16 日 | 有国家级博士后工作站、广东省工程技术研究中心、广东省企业技术中心、广东 省创新型试点企业、广东省知识产权示范企业等研发平台，累计获得授权专利 34 项，参与制定多项行业标准。此外，公司还通过了 ISO9001、ISO14001、TATF16949、 AEO 海关高级认证体系、GRS4.0 全球再生标准以及 AS 9100D 航空航天管理体系认 证，公司产品通过 FDA、CHCC、RoHS、REAC ...

上期筹码集中股回测：68%跑赢沪指 642只股公布截至7月10日最新股东户数，相比上期股东户数下降的有264只，降幅居前的是富特科技、 普路通、国统股份等。 投资者除了在定期报告中获得股东信息数据外，还可以在交易所互动平台上通过提问方式了解部分公司 更及时（每月10日、20日、月末）的股东户数信息。以往3期分别有710家、802家、758家公司在互动平 台透露了股东户数，截至发稿，共有642家公司公布了截至7月10日股东户数。 最新筹码集中股排行榜 | 代码 | 简称 | 最新股东户数 | 较上期增减（%） | 筹码集中以来涨跌（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 301607 | 富特科技 | 9703 | -25.89 | -11.00 | 汽车 | | 002769 | 普路通 | 34197 | -23.59 | -10.64 | 交通运输 | | 002205 | 国统股份 | 20593 | -19.44 | -2.78 | 建筑材料 | | 301007 | 德迈仕 | 15500 | -17.55 | -2.39 | 汽车 | | ...

Core Viewpoint - Shanshan Co., Ltd. has significantly improved its performance in the first half of 2025, with a projected net profit increase of 810.41% to 1265.61% year-on-year, driven by its core businesses in negative materials and polarizers [2][4]. Financial Performance - The expected net profit for the first half of 2025 is between 160 million to 240 million yuan, while the non-recurring net profit is projected to be between 130 million to 195 million yuan, reflecting a year-on-year increase of 443.79% to 715.68% [2]. - The company's financial expenses and losses from equity investments in subsidiaries are expected to impact profits by 150 million to 170 million yuan, indicating that the core business performance would be even stronger without these factors [2][3]. Business Segments - The negative materials and polarizer segments are expected to contribute a combined net profit of 350 million to 450 million yuan, highlighting their importance to overall profitability [4]. - Shanshan is a pioneer in the lithium battery materials sector, focusing on artificial graphite technology, and has maintained a leading position in the industry through cost control and customer structure advantages [4]. Market Trends - The recovery of the new energy vehicle supply chain since 2024, along with increased demand in the energy storage sector, has led to a rebound in both prices and shipments of negative materials [5]. - The company has seen a significant increase in orders from major manufacturers, with a more than 40% quarter-on-quarter increase in shipments in Q2 [5]. Production Capacity - Shanshan has a total planned production capacity of 600,000 tons across its bases in Inner Mongolia, Sichuan, and Yunnan, with the Yunnan facility being the largest integrated negative material base globally [5][6]. - The company is also developing a 100,000-ton negative material base in Finland to cater to European customers and is collaborating with Moroccan firms to develop natural graphite projects [6]. Cost Management - The graphite processing stage accounts for approximately 36% of production costs, and Shanshan has achieved significant cost reductions through technological innovations [7]. - The company has developed a new fixed crucible furnace process to enhance efficiency and reduce costs, with the actual production capacity of the crucible furnace in Sichuan reaching 150,000 tons [8][9]. Product Development - Shanshan is expanding its product offerings with high-energy density 6C ultra-fast charging negative materials and 6C+ extreme fast charging materials, which have been supplied to leading domestic clients [10]. - The company has also developed silicon-based negative materials, with production capabilities established and products certified by major clients [11][12]. Additional Business Insights - The polarizer business, bolstered by the acquisition of LG Chem's assets, has positioned Shanshan among the top four globally in market share, with a focus on high-end product development [12]. - Despite the bankruptcy restructuring of its controlling shareholder, Shanshan emphasizes that its business operations remain unaffected, and future performance will depend on its ability to innovate and expand its customer base [12].