2025 年 06 月 30 日 北交所行业研究 研究所： 证券分析师： 罗琨 S0350522110003 luok@ghzq.com.cn 联系人 ： 禹露 S0350124070012 yul06@ghzq.com.cn [Table_Title] 本周北证 50 实现领涨、广信科技上市，下周锦 华新材上会 ——北交所行业周报 最近一年走势 | 行业相对表现 | | | | 2025/06/27 | | --- | --- | --- | --- | --- | | 表现 | | 1M | 3M | 12M | | 北证 | 50 | 3.08% | 7.40% | 100.53% | | 沪深 | 300 | 1.60% | 0.06% | 12.69% | 相关报告 《北交所行业周报：近期北证 50 指数呈震荡回调， 下周奥美森上会（推荐）*中小盘*罗琨》—— 2025-06-23 《北交所行业周报：本周北交所放量下跌、交大铁 发正式上市，下周广信科技申购（推荐）*中小盘* 罗琨》——2025-06-16 《北交所行业周报：北证专精特新指数即将发布， 下周交大铁发上市（推荐）*中小盘*罗琨》—— 2 ...

近五日涨跌:1.56% 市盈率：15.95倍 证券代码：002028 证券简称：思源电气 公告编号：2025-025 思源电气股份有限公司2024年度权益分派实施公告 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。 特别提示： 日召开的2024年度股东大会审议通过，原分配方案为：以公司现有总股本 778,156,782 股 为基数，每10股送红股0股，转增0股，派发现金5元（含税），共计送红股0股，转增0股， 派发现金 389,078,391.00 元（含税），剩余未分配利润结转以后年度，不送红股，不以资 本公积金转增股本。 上市公司规范运作指引》等规定，利润分配方案实施前公司总股本可能存在由于可转债转股、 股份回购、股权激励行权、再融资新增股份上市等原因而发生变化，将按照"现金分红总额 固定不变"的原则调整分配比例。即公司以确定总派发金额389,078,391.00 元（含税）固 定不变的前提下，披露按最新股本总额计算的分配比例，调整向全体股东每10股派发现金股 利的具体金额。 ×10= 4.998403 元（含税）。 一、股东大会审议通过利润分配方案情况 ...

证券代码：002112 证券简称：三变科技 公告编号：2025-041 三变科技股份有限公司 关于 2024 年年度权益分派实施后调整 向特定对象发行 A 股股票发行价格和募集资金总额的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性 陈述或重大遗漏。 特别提示： 年度向特定对象发行A股股票（以下简称"本次发行"）的发行价格由6.24元/股调整为 数）调整为不超过人民币197,756,409.94元（含本数）。 一、本次向特定对象发行股票价格及数量调整依据 本次向特定对象发行股票的相关事项已经公司第七届董事会第六次会议、2024年第 一次临时股东大会、第七届董事会第十四次会议和2025年第一次临时股东大会审议通过。 本次向特定对象发行股票已获得深圳证券交易所审核通过，并获得中国证监会同意注册 批复。 根据本次发行方案，若公司股票在定价基准日至发行日期间发生派息、送股、资本 公积转增股本等除权除息事项，本次发行价格及数量将按以下办法作相应调整。本次发 行方案中关于发行价格具体条款如下： 本次发行的定价基准日为公司关于本次发行股票的董事会决议公告日（即第七届董 事会第六次会议决议公告 ...

关于 江苏神马电力股份有限公司 第一期、第二期、第三期限制性股票激励计划 回购注销部分限制性股票相关事项的 法律意见书 中国 深圳 福田区益田路6001号太平金融大厦11、12层 邮政编码：518038 电子邮件（E-mail）：info@sundiallawfirm.com 网站（Website）：www.sundiallawfirm.com 电话(Tel)：(0755)88265288 传真(Fax)：(0755)88265537 法律意见书 目 录 法律意见书 广东信达律师事务所 关于江苏神马电力股份有限公司 第一期、第二期、第三期限制性股票激励计划 回购注销部分限制性股票相关事项的 法律意见书 信达励字2025第 073 号 致：江苏神马电力股份有限公司 广东信达律师事务所（以下简称"信达"）接受贵公司的委托，担任贵公 司第一期限制性股票激励计划、第二期限制性股票激励计划、第三期限制性股 票激励计划的专项法律顾问。根据《中华人民共和国公司法》《中华人民共和 国证券法》《上市公司股权激励管理办法》《上海证券交易所上市公司自律监 管指南第 2 号——业务办理》等有关法律、法规及规范性文件和《江苏神马电 力 ...

Core Points - Jiangsu Huachen Transformer Co., Ltd. has completed the registration of changes in business and has obtained a new business license [1] - The company held its 17th meeting of the third board of directors on April 28, 2025, and approved the change of registered capital and business scope [1] - The new registered capital is RMB 164,435,000 [1] Business License Details - The new business license includes the following information: - Unified Social Credit Code: 9132031266639531XY - Company Name: Jiangsu Huachen Transformer Co., Ltd. - Legal Representative: Zhang Xiaojin - Type: Joint Stock Company (Listed) - Established Date: September 4, 2007 - Business Term: From September 4, 2007, to long-term [1] Business Scope - The company’s business scope includes: - Licensed projects: Technology import and export, import and export agency, power facility installation, repair, testing, special equipment inspection and testing, special equipment design, goods import and export, road freight transport (excluding hazardous goods), power generation, transmission, and supply [1] - General projects include: - Manufacturing of transformers, rectifiers, inductors, and various electrical equipment, as well as research and development in energy-efficient technologies and renewable energy systems [1]

关于控股股东国有股份无偿划转暨控股股东发生变更 的进展公告 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。 证券代码：600379 证券简称：宝光股份 公告编号：2025-020 陕西宝光真空电器股份有限公司 公司将持续关注本次无偿划转的进展情况，严格按照相关法律法规的规定，及 时履行信息披露义务。敬请广大投资者注意投资风险。 特此公告。 陕西宝光真空电器股份有限公司董事会 一、本次无偿划转情况概述 光股份"）收到控股股东陕西宝光集团有限公司（以下简称"宝光集团"）《关于 国有股权无偿划转的告知函》：中国西电集团有限公司（以下简称"西电集团"） 拟筹划将其全资子公司宝光集团持有的宝光股份 99,060,484 股股份（持股比例 集团将成为公司的直接控股股东。 具体内容详见公司于 2025 年 3 月 26 日披露的《关 于控股股东筹划国有股份无偿划转的提示性公告》（公告编号：2025-008）。 公司国有股份 无偿划转协议》，宝光集 团将其持有公司的无限售条件流通股 监管程序、上海证券交易所对本次交易进行合规性确认及在中国证券 ...

Group 1 - The National Intellectual Property Administration announced the winners of the 25th China Patent Award, with Xi'an achieving the highest number of awards in the province, totaling 17 projects [1] - The China Patent Award is the highest national honor in the patent field, co-hosted by the National Intellectual Property Administration and the World Intellectual Property Organization, aimed at recognizing significant contributions to technological innovation and economic development [1] - The awarded projects from Xi'an span key industries such as photonics, semiconductors, integrated circuits, solar photovoltaics, aviation, and power transmission equipment, highlighting the city's efforts in patent transformation and high-value patent cultivation [1] Group 2 - Xi'an has been actively developing a "Xi'an model" for intellectual property, focusing on high-quality creation, high-level protection, and efficient utilization, driven by its designation as a "National Intellectual Property Strong City Demonstration City" [2] - The city has organized a patent inventory with 67,000 patents recorded, and has published over 10,000 patent results and more than 1,200 technology demands through its intellectual property operation service platform [2] - As of April this year, Xi'an holds 109,400 invention patents, with an invention patent ownership rate of 83.68 per 10,000 people, ranking 18th in the 2024 Global Innovation Index by the World Intellectual Property Organization [2]

证券代码：600312 证券简称：平高电气 公告编号：2025-020 河南平高电气股份有限公司 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： ? 每股分配比例 A 股每股现金红利0.067元 ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/25 | － | 2025/6/26 | 2025/6/26 | | 四、 分配实施办法 （1）无限售条件流通股的红利委托中国结算上海分公司通过其资金清算系统向股权登记 日上海证券交易所收市后登记在册并在上海证券交易所各会员办理了指定交易的股东派发。 已办理指定交易的投资者可于红利发放日在其指定的证券营业部领取现金红利，未办理指定 交易的股东红利暂由中国结算上海分公司保管，待办理指定交易后再进行派发。 （2）派送红股或转增股本的，由中国结算上海分公司根据股权登记日上海证券交易所收 市后登记在册股东持股数，按比例直 ...

Group 1 - Chengjian Development received a dividend of 7.1282 million yuan from Beijing Jingcheng Jiaye Property Co., Ltd., in which it holds a 33.47% stake [1] - Shengnuo Bio expects a net profit attributable to shareholders of 77.0275 million to 94.1448 million yuan for the first half of 2025, representing a year-on-year increase of 253.54% to 332.10% [1] - JKN2301 dry mixed suspension has been approved for clinical trials, targeting children with influenza [5][6] Group 2 - Jindawei obtained a patent for a method of purifying natto kinase, with a validity of twenty years [2] - CITIC Guoan plans to increase its stake in China Broadcasting Hunan Company to approximately 5.29% through a capital increase of 278 million yuan [2] - Ji Electric announced the resignation of its general manager, Niu Guojun, due to work changes [3] Group 3 - Xintian Green Energy successfully issued 1.5 billion yuan in green medium-term notes with a term of 3+N years and an interest rate of 2.05% [7] - Hengrun Co. plans to invest 1.2 billion yuan in a project to produce 2,000 sets of wind turbine gearbox components [9] - Pulaide received a government subsidy of 10 million yuan, accounting for 15.87% of its audited net profit for the last fiscal year [10] Group 4 - Boteng Co. passed the EU QP audit, receiving a compliance statement for its CDMO services [12] - Zhou Dasheng added 7 self-operated stores in May, with total investments ranging from 900,000 to 6.5 million yuan [13] - Wantai Bio initiated a Phase III clinical trial for its live attenuated varicella vaccine [15] Group 5 - Shanghai Pharmaceuticals received a drug registration certificate for Pregabalin capsules in Thailand [19] - Sanxing Medical's subsidiary is expected to win contracts worth approximately 143 million yuan from State Grid projects [21] - Jiangsu Huachen plans to issue 460 million yuan in convertible bonds [24] Group 6 - Jian Gong Repair won a soil pollution remediation project worth 32.76 million yuan [25] - Dize Pharmaceutical completed patient enrollment for a global Phase III clinical trial of its drug [26] - Del Co. received acceptance for its application to issue shares for asset acquisition and raise matching funds [27] Group 7 - Beijing Kerui won multiple power grid projects with a total value of approximately 154 million yuan [27] - Xie Chuang Data signed financing lease contracts totaling 498 million yuan with Su Yin Financial Leasing [28] - Meige Intelligent submitted an application for H-share listing on the Hong Kong Stock Exchange [29][31] Group 8 - Aikodi plans to repurchase shares worth 100 million to 200 million yuan for employee stock ownership plans [54] - Kong Kong Industrial intends to sell 80% of Tianyuan Construction to its controlling shareholder [55] - Youyou Green Energy proposed a cash dividend of 12 yuan per 10 shares, totaling 50.4 million yuan [55]

证券研究报告·固定收益·固收点评 固收点评 20250619 华辰转债：输配电及控制设备领域先锋 2025 年 06 月 19 日 [Table_Tag] [Table_Summary] 事件 观点 证券分析师 李勇 执业证书：S0600519040001 010-66573671 liyong@dwzq.com.cn 证券分析师 陈伯铭 执业证书：S0600523020002 chenbm@dwzq.com.cn 相关研究 《安克转债：消费电子出海龙头》 2025-06-17 《电化转债：动力电池锰系材料主供 2025-06-17 东吴证券研究所 1 / 11 请务必阅读正文之后的免责声明部分 商》 ◼ 华辰转债（113695.SH）于 2025 年 6 月 20 日开始网上申购：总发行规 模为 4.60 亿元，扣除发行费用后的募集资金净额用于新能源电力装备 智能制造产业基地建设项目（一期）、新能源电力装备数字化工厂建设 项目、补充流动资金。 ◼ 当前债底估值为 84.22 元，YTM 为 2.97%。华辰转债存续期为 6 年,联 合资信评估股份有限公司资信评级为 A+/A+,票面面值为 100 元，票面 ...