智元1 用停HM 分时 五日 MA5 86 41 MA10-66.8 MA 89.87 58.95 28.03 120.79 8月6日，A股市场持续走高，上证指数收涨0.45%，报3633.99点；深证成指、创业板指分别微涨0.64%、0.66% 板块方面，航天军工、工业机械等多行业领涨，餐饮旅游、制药、电信等板块则跌幅靠前。从热门概念来看，PEEK材料大涨8%，中船系涨近5%，宇树机 器人、航母、军工信息化、具身智能等多个热门概念涨超3%。 值得注意的是，在上交所发声并暂停部分投资者账户交易后，"大牛股"上纬新材逆势走低，截至收盘，上纬新材20CM跌停，每股报88.38元。 不足一月上涨1320%，上交所暂停部分投资者账户交易 上纬新材是年内首只10倍大牛股，股票价格自7月9日至8月5日累计上涨1320.05%。8月5日，上纬新材收盘价为110.48元/股，市盈率为502.51倍。 资料图/IC 不过，上纬新材在公告中多次明确提示，目前公司基本面未发生重大变化，股票价格存在脱离当前基本面的风险。若未来公司股票价格进一步上涨，可能再 次向上交所申请连续停牌核查。 此外，收购方未来十二个月内不存在资产重组计划。 ...

Core Viewpoint - The stock price of Aowei New Materials experienced significant volatility, with a drop of 16.73% at the opening on August 6, later stabilizing at a decline of 12.22%, reflecting ongoing concerns about abnormal trading behavior and market manipulation [2][3] Group 1: Stock Performance and Market Reaction - Aowei New Materials' stock price surged by 1320.05% from July 9 to August 5, leading to multiple warnings from the Shanghai Stock Exchange regarding abnormal trading conditions [2] - On August 5, after a suspension for review, the stock hit a "20CM" limit-up, closing at a price above 110 yuan, with a total market capitalization reaching 446 billion yuan [4] - The stock's rapid rise made Aowei New Materials the fastest "10-fold stock" in A-share history, achieving this milestone in just 16 days [4] Group 2: Company Background and Business Operations - Aowei New Materials is a major supplier of environmentally friendly corrosion-resistant resins, with business operations in high-performance corrosion-resistant materials, wind turbine blade materials, new composite materials, and circular economy materials [4] - Since its listing in 2020, the company's financial performance has been unstable, and its stock was previously considered a low-profile player in the chemical industry [4] Group 3: Recent Corporate Developments - On July 8, Aowei New Materials announced that Zhiyuan Robotics acquired at least 63.62% of the company's shares through a combination of agreement transfer and tender offer, marking a significant change in control [4][5] - This acquisition is viewed as a landmark case for new productive forces in the A-share market and the first acquisition case for embodied intelligence companies on the Sci-Tech Innovation Board [5]

Core Viewpoint - The stock of Upwind New Materials (688585) has experienced a dramatic increase of 1320.05% from July 9 to August 5, 2025, leading to multiple warnings from the Shanghai Stock Exchange regarding abnormal trading behavior and potential market manipulation [1][2]. Group 1: Stock Performance - Upwind New Materials' stock price reached 110.48 yuan per share, with a total market capitalization of 44.56 billion yuan, reflecting a year-to-date increase of 1566.62% [2]. - The stock achieved a tenfold increase on July 28, 2025, with a cumulative rise of 1095.81%, and transitioned from a "tenfold stock" to a "fifteenfold stock" in just three trading days [2]. Group 2: Company Background - Upwind New Materials is a major supplier of environmentally friendly corrosion-resistant resins, focusing on high-performance corrosion-resistant materials, wind turbine blade materials, new composite materials, and circular economy materials [4]. - The company went public in 2020 at a price of 2.49 yuan per share, with an initial market capitalization of 1 billion yuan, but its stock performance has been relatively flat since then, despite stable profits around 80 million yuan annually [5]. Group 3: Recent Developments - On July 8, 2025, Upwind New Materials announced that Zhiyuan Robotics acquired at least 63.62% of the company’s shares, gaining control through a combination of agreement transfer and tender offer [5]. - Zhiyuan Robotics, established in 2023, has rapidly completed 13 rounds of financing and has a valuation of approximately 15 billion yuan as of March 24, 2025 [5].

Group 1 - The core point of the article is that Dongfang Materials (SH 603110) held its 11th meeting of the 6th board of directors on August 4, 2025, to discuss the election of the chairman and other documents [1] - For the fiscal year 2024, Dongfang Materials reported that its revenue composition is as follows: 93.49% from the chemical industry, 6.26% from the computing industry, and 0.25% from other businesses [1] - As of the report date, Dongfang Materials has a market capitalization of 3.2 billion yuan [1]

2024年1至12月份，东方材料的营业收入构成为：化工行业占比93.49%，算力行业占比6.26%，其他业 务占比0.25%。 （文章来源：每日经济新闻） 东方材料（SH 603110，收盘价：15.79元）8月5日晚间发布公告称，根据公司总经理庄盛鑫先生提名， 聘任韩雨辰先生担任公司副总经理；根据公司董事许广彬先生提名，聘任曾广锋先生担任公司董事会秘 书。 ...

Core Viewpoint - The stock of Upwind New Materials (688585) has experienced significant volatility, with a cumulative increase of 1320.05% from July 9 to August 5, 2025, prompting regulatory warnings and potential trading suspensions due to disconnection from fundamental performance [1][2]. Group 1: Stock Performance - Upwind New Materials' stock price reached 110.48 yuan per share, with a total market capitalization of 44.56 billion yuan, reflecting a year-to-date increase of 1566.62% [2]. - The stock achieved a tenfold increase on July 28, 2025, with a cumulative rise of 1095.81%, and transitioned from a "tenfold stock" to a "fifteenfold stock" in just three trading days [2]. Group 2: Company Background - Upwind New Materials is a major supplier of environmentally friendly corrosion-resistant resins, focusing on high-performance corrosion-resistant materials, wind turbine blade materials, new composite materials, and circular economy materials [5]. - The company was listed in 2020 at a price of 2.49 yuan per share, with an initial market capitalization of 1 billion yuan, but has shown unstable operating performance and stock price fluctuations since then [5]. Group 3: Recent Developments - On July 8, 2025, Upwind New Materials announced that Zhiyuan Robotics acquired at least 63.62% of its shares through a combination of agreement transfer and tender offer [6]. - Zhiyuan Robotics, established in February 2023, has completed 13 rounds of financing and has a valuation of approximately 15 billion yuan as of March 24, 2025 [6].

公开资料显示，上纬新材是全球环保耐蚀树脂的主要供应商，主营业务涵盖环保高性能耐腐蚀材料、风电叶片用材料、新型复合材料以及循环经济材料等 领域。自2020年上市以来，公司经营业绩并不稳定，股价表现也较为平淡，堪称化工行业的冷门股。 彼时，上纬新材以2.49元/股的价格发行，总市值仅10.04亿元，擦线踏过科创板10亿元市值的发行门槛。上市后，上纬新材股价表现平平，虽然近3年盈利 较为稳定，净利润始终维持在8000万元左右，但总市值只在30亿元附近。 每经编辑｜陈柯名 黄胜 8月5日，上交所发布关于上纬新材相关情况的通报：上纬新材（688585）近期多次出现严重异常波动情形，公司已多次发布风险提示公告，提请广大投资 者审慎投资，注意投资风险。近日，该股股价继续大幅波动，部分投资者在交易该股过程中存在影响市场正常交易秩序、误导投资者正常交易决策的异常 交易行为，上交所依规对相关投资者采取了暂停账户交易的自律监管措施。上交所再次提醒投资者关注风险，审慎参与，合规交易。 8月5日，上纬新材（688585.SH）公告称，公司股票价格自2025年7月9日至2025年8月5日累计上涨1320.05%，期间多次触及股票交易异常 ...

同益股份（SZ 300538，收盘价：16.85元）8月5日晚间发布公告称，公司第五届第八次董事会会议于 2025年8月4日以现场结合通讯会议、记名表决方式召开。会议审议了《关于向2025年限制性股票激励计 划激励对象授予限制性股票的议案》等文件。 2024年1至12月份，同益股份的营业收入构成为：批发业(电子材料)占比59.8%，批发业(化工材料)占比 31.58%，制造业(化工行业)占比8.62%。 （文章来源：每日经济新闻） ...

嘉化能源（SH 600273，收盘价：9.16元）8月5日晚间发布公告称，公司第十届第十三次董事会会议于 2025年8月5日在公司南湖区南湖大道槜李路嘉南美地1号楼29层会议室以现场和通讯相结合的方式召 开。会议审议了《关于召开公司2025年第二次临时股东大会的议案》等文件。 （文章来源：每日经济新闻） 2025年1至6月份，嘉化能源的营业收入构成为：化工行业占比74.3%，能源占比18.35%，其他业务占比 5.74%，港口业务占比1.61%。 ...

2024年1至12月份，上纬新材的营业收入构成为：化工行业占比100.0%。 （文章来源：每日经济新闻） 上纬新材（SH 688585，收盘价：92.07元）8月4日晚间发布公告称，经向上海证券交易所申请，公司股 票将于2025年8月5日（星期二）开市起复牌。 ...