ST智知：副总裁王东辞职 7月2日，ST智知（603869）发布公告称，公司副总裁王东因个人原因申请辞去公司副总裁职务及其在 公司控股子公司的一切任职，辞职后不再担任公司任何职务。王东的辞职报告自送达公司董事会之日起 生效。 资料显示，ST智知成立于1986年5月，是以数智技术保障城市安全和提升产业智能能力的运营商。 所属行业：计算机–IT服务Ⅱ–IT服务Ⅲ 皓元医药：拟以债转股方式对全资子公司增资4亿元 7月2日，皓元医药（688131）发布公告称，公司将以债转股方式向全资子公司安徽皓元药业有限公司增 资4亿元。本次增资完成后，安徽皓元的注册资本将由4亿元增加至8亿元。 石大胜华：上半年预亏5200万元至6000万元 7月2日，石大胜华（603026）发布2025年半年度业绩预告，预计2025年半年度实现归属于上市公司股东 的净亏损5200万-6000万元，同比减少236.64%到257.66%；预计实现归属于上市公司股东的扣除非经常 性损益的净利润5300万-6100万元，同比减少268.93%到294.43%。 资料显示，石大胜华成立于2002年12月，主营业务是新能源材料领域，公司新能源、新材料业务技 ...

Group 1 - Kanghong Pharmaceutical received a drug registration certificate for Lifisig Eye Drops, approved for treating dry eye symptoms [1] - Kanghong Biotech, a wholly-owned subsidiary, received clinical trial approval for KH813 injection for metastatic non-squamous non-small cell lung cancer [1] - Kanghong Pharmaceutical was established in October 1996, focusing on drug and medical device research, production, and sales [1] Group 2 - Guoyuyuan's subsidiary received a government subsidy of 7.5521 million yuan, accounting for 10.14% of the company's audited net profit for 2024 [2] - Guoyuyuan was founded in November 1996, specializing in drug research, production, and sales [3] Group 3 - Haicheng Bonda's subsidiary signed a lease termination agreement, incurring a termination fee of 3.35 million USD [4] - Haicheng Bonda was established in December 2009, providing comprehensive modern logistics services [4] Group 4 - Hongxin Electronics' subsidiary signed contracts totaling 373 million yuan for computing power business [5] - Hongxin Electronics was founded in September 2003, focusing on FPC research, design, manufacturing, and sales [6] Group 5 - Tianbang Food reached a settlement agreement regarding a 1.214 billion yuan lawsuit, agreeing to repay 410 million yuan over 36 months [8] - Tianbang Food was established in September 1996, specializing in pig farming and pork processing [9] Group 6 - Daoshi Technology's controlling shareholder plans to reduce holdings by up to 1.97% of the company's shares [10] - Daoshi Technology was founded in September 2007, focusing on ceramic color glazes and related products [10] Group 7 - Jinpu Titanium is planning a major asset restructuring, leading to a stock suspension [10] - Jinpu Titanium was established in November 1989, specializing in titanium dioxide production and sales [11] Group 8 - Shenzhen Energy plans to invest 6.332 billion yuan in upgrading the Mawan Power Plant [12] - Shenzhen Energy was founded in August 1993, focusing on conventional and renewable energy development [13] Group 9 - Lihua Co. plans to reduce holdings by up to 3% of the company's shares [14] - Lihua Co. was established in June 1997, specializing in the breeding and sales of poultry [15] Group 10 - China Communications Construction Company plans to repurchase shares worth 500 million to 1 billion yuan [16] - China Communications Construction Company was founded in October 2006, focusing on infrastructure design and construction [17] Group 11 - Huatiankeji's subsidiary received a government subsidy of 80.6569 million yuan, accounting for 13.09% of the company's latest audited net profit [20] - Huatiankeji was established in December 2003, specializing in integrated circuit packaging and testing [21] Group 12 - Luxin Chuangtou plans to acquire shares in Hongke Electronics for a total of 9 million yuan [23] - Luxin Chuangtou was founded in November 1993, focusing on venture capital and industrial development [24] Group 13 - Feilong Co.'s controlling shareholder plans to reduce holdings by up to 563,250 shares [25] - Feilong Co. was established in January 2001, specializing in thermal management components for automotive and civil applications [26] Group 14 - Linglong Tire submitted an application for H-share listing on the Hong Kong Stock Exchange [27] - Linglong Tire was founded in June 1994, focusing on tire design, development, manufacturing, and sales [27] Group 15 - Saiwei Electronics plans to acquire 9.5% of its subsidiary's shares for up to 324 million yuan [28] - Saiwei Electronics was established in May 2008, focusing on MEMS chip development and semiconductor equipment [28] Group 16 - Suzhou Bank's major shareholder plans to increase holdings by no less than 400 million yuan [29] - Suzhou Bank was founded in December 2004, focusing on various banking services [29]

国防军工行业 行业研究 | 动态跟踪 新型号技术成熟叠加后市场格局改变，航 发产业有望迈入全新发展阶段 核心观点 事件：根据中国航空发动机集团官网，张玉金已任中国航发董事长、党组书记。 投资建议与投资标的 航发集团"一把手"调整，航发产业有望重回高增长轨道，我们认为发动机板块有望迈 入全新发展阶段，市场前景广阔，建议关注以下细分领域标的： 风险提示 ⚫ 航发集团"一把手"任命落地，新一届管理团队成型。张玉金曾任中国航发"两 机"重大专项工程副总指挥，中国航发商发董事长、党委书记，中国商用飞机有限 责任公司党委常委、副总经理等职，于 2024 年 4 月任中国兵器装备集团有限公司总 经理、党组副书记；2025 年 2 月重返中国航发任总经理、党组副书记。中国航发专 注航空发动机、辅助动力、燃气轮机及传动系统的研制维修，开展航空关键材料研 发，其成果作为航空装备 "心脏"，直接决定军民用飞机动力性能，全面配装各类 航空装备，同时服务航天、船舶等领域，为装备性能提升与自主可控提供核心支 撑。该职位距离上任董事长卸任空缺了大约两个月，张玉金本次任职意味着中国航 发重新有了掌舵者，航发产业有望重回高增长轨道。 ⚫ 核心 ...

Core Viewpoint - The article highlights the advancements in predictive maintenance systems at Guangxi Yuchai Machinery Co., Ltd., showcasing how technology and skilled personnel are enhancing equipment reliability and production efficiency [1][2]. Group 1: Predictive Maintenance System - The company has developed a predictive maintenance system that utilizes sensors to monitor equipment parameters, allowing for early detection of wear and aging, thus reducing failure rates significantly [2]. - This system enables the maintenance department to intervene proactively, ensuring stable production and minimizing downtime [2]. Group 2: Employee Development and Training - The company emphasizes the importance of talent cultivation, with a focus on training skilled technicians to support the manufacturing sector [5][6]. - Over 14 years, the lead engineer has trained more than 180 individuals, contributing to a total of 300 hours of training, which reflects the company's commitment to enhancing workforce skills [5]. - The company plans to innovate its training methods, exploring new apprenticeship models to develop versatile craftsmen suited for modern industry needs [6].

Group 1 - Hengbang Co., Ltd. plans to establish a joint venture with Huasheng Development with a registered capital of 10 million yuan, where Hengbang will contribute 8 million yuan (80%) and Huasheng will contribute 2 million yuan (20%) [1] - Hunan Gold's subsidiary Anhua Zhazi Creek Smelting Plant will undergo temporary maintenance starting from the end of June 2025, expected to last no more than 30 days [2] - Defu Technology's subsidiary signed supply agreements for lithium battery copper foil products with two leading global companies, with contract durations of 3 years and 5 years respectively [3] Group 2 - Binjiang Group won the rights to two residential land parcels for a total price of 4.368 billion yuan [5] - Zhong'an Technology announced the resignation of its executive vice president and board secretary due to personal reasons [7] - Changqing Technology's project for special polymer materials and electronic materials has officially commenced production, adding a capacity of 120,500 tons per year [10] Group 3 - Gansu Energy received approval from the China Securities Regulatory Commission to publicly issue bonds totaling up to 2 billion yuan [10] - Shuoshi Biology obtained a medical device registration certificate for an in vitro diagnostic reagent, valid until June 2030 [12] - Yawen Co., Ltd. plans to issue shares to specific investors, with the application accepted by the Shenzhen Stock Exchange [13] Group 4 - Guoyao Modern's subsidiary received approval for the listing of a raw material drug, which is a selective anticholinergic agent [16] - Inner Mongolia First Machinery's subsidiary signed a railway freight car procurement contract worth 130 million yuan [18] - Xining Special Steel plans to raise up to 1 billion yuan through a private placement to its controlling shareholder [39] Group 5 - Huadong Medicine's subsidiary received approval for a clinical trial of a new injectable drug targeting advanced solid tumors [29] - Warner Pharmaceutical's compound potassium hydrogen phosphate injection passed the consistency evaluation for generic drugs [30] - North Special Technology plans to raise up to 300 million yuan through a private placement for a production base project in Thailand [30] Group 6 - Xiangyang Technology is the first candidate for a 533 million yuan Airbus project [45] - Haishun New Materials intends to acquire 100% of Guangdong Zhengyi Packaging [46] - Jida Zhengyuan's shareholder plans to reduce their stake by up to 0.73% due to personal financial needs [47]

中新网上海6月27日电 (记者 许婧)"学校对我最大的影响是培养了我的工程师气质，让我学会不仅要关 注理论，更要注重工程实践。"即将正式入职中国航发商用航空发动机有限责任公司(下称"中航商发")控 制系统部的华东理工大学首届工程硕博士专项毕业生张于波27日受访时说，将秉持严谨细致与创新思变 并举的理念，投身到航空发动机研发领域，不断精进自我，努力成长为高层次、创新型的工程技术人 才。 企业工位。 受访者供图 作为驻企的学生，一边能获得学校师资的培养，一边还有来自企业的行业专家给予培训和指导，在这种 培养模式下，张于波的应用技能和科研能力得到了大幅提升。 2022年是国家开展工程硕博士培养改革专项的第一年。张于波回忆，研究生入学后，知晓了"工程硕博 培养改革专项的遴选通知"，他被专项"以国家战略、企业发展急需的工程项目为导向"的人才培养目标 所吸引，便报名参加选拔，通过来自企业行业专家和学校学术专家的面试遴选，顺利进入卓越工程师专 项的培养序列，并选择到中航商发完成自己为期2年的专业实践课程。 从实验室到工厂，瞄准"真问题"做研究让张于波迅速成长。融入中航商发的研发团队中、看到参与的工 作真实地在国产发动机的研 ...

Group 1: Company Announcements - Jingce Electronics' subsidiary signed sales contracts for semiconductor measurement equipment totaling 113 million yuan [1] - Zhifei Biological plans to issue company bonds not exceeding 6 billion yuan for technology innovation and working capital [1] - Rijiu Optoelectronics' subsidiary plans to invest 822 million yuan in a functional film project with an annual production capacity of 6 million square meters [1] - Huiyun Titanium Industry's subsidiary intends to acquire a 53.125% stake in Chenshang Mining for 30.6 million yuan and increase capital by 32.4 million yuan [2] - Hongte Technology plans to raise up to 650 million yuan through a rights issue for various projects and working capital [2] - Jincheng Pharmaceutical's subsidiary received FDA approval for the active pharmaceutical ingredient Posaconazole [4] - Kairun Co. plans to reduce its shareholding by up to 2% due to personal funding needs [5] - Rundou Co. passed an FDA inspection for nine active pharmaceutical ingredients [6] - Sanyou Lianzhong's shareholders plan to reduce their holdings by up to 3% due to funding needs [7] - *ST Yazhen's stock was suspended for trading due to a significant price increase of 29.43% [9] - Online and Offline plans to change control with a share transfer agreement, leading to a new controlling shareholder [10] - Dazhong Mining intends to purchase office space from an affiliate for 50.17 million yuan [11] - Suzhou Bank's major shareholder increased its stake by 856 million yuan [12] - *ST Fanli's subsidiary plans to acquire a 60% stake in Guangzhou Fengteng for up to 28.8 million yuan [14] - Hengmingda's major shareholders plan to reduce their holdings by up to 3.15% [16] - Guomai Technology's shareholder plans to reduce its stake by up to 1% due to funding needs [17] - ST Bailin's stock will change its name to Guizhou Bailin and remove risk warnings [17] - *ST Xianfeng's stock will change its name to Xianfeng Holdings and remove risk warnings [18] - Maiwei Bio signed an exclusive licensing agreement with CALICO for a monoclonal antibody, receiving an upfront payment of 25 million USD [19] - Maiwei Bio signed a technology licensing agreement with Qilu Pharmaceutical for a new drug project, with a total payment of up to 500 million yuan [21] - Maiwei Bio plans to repurchase shares worth between 25 million and 50 million yuan [22] - Mengwang Technology plans to acquire 100% of Bicheng Digital for 1.28 billion yuan to expand its e-commerce services [22] Group 2: Industry Overview - Jingce Electronics operates in the mechanical equipment sector, focusing on measurement systems for displays, semiconductors, and new energy [1] - Zhifei Biological is in the pharmaceutical sector, specializing in vaccine and biological product development [1] - Rijiu Optoelectronics is part of the electronics industry, focusing on touch display materials and functional films [1][2] - Huiyun Titanium Industry operates in the basic chemicals sector, focusing on titanium dioxide products [2] - Hongte Technology is in the automotive industry, specializing in aluminum alloy precision die-casting for automotive components [2][3] - Jincheng Pharmaceutical is in the pharmaceutical sector, focusing on chemical pharmaceuticals and active ingredients [4] - Rundou Co. operates in the pharmaceutical sector, focusing on chemical drug formulations and raw materials [6] - Sanyou Lianzhong is in the electrical equipment sector, specializing in relays and transformers [7] - *ST Yazhen operates in the light industry, focusing on high-end furniture products [9] - Online and Offline is in the communication sector, focusing on communication services and applications [10] - Dazhong Mining operates in the steel industry, focusing on iron ore mining and processing [11] - Suzhou Bank is a city commercial bank, providing various banking services [12] - *ST Fanli operates in the media sector, focusing on online advertising and marketing services [14] - Hengmingda is in the electronics sector, focusing on precision components for consumer electronics [16] - Guomai Technology operates in the education sector, focusing on IoT technology services [17] - ST Bailin is in the energy sector, providing engineering consulting and smart factory solutions [17] - *ST Xianfeng operates in the animal health sector, focusing on vaccines and animal nutrition [18] - Maiwei Bio is in the pharmaceutical sector, focusing on biopharmaceuticals [19][21][22] - Mengwang Technology operates in the communication sector, focusing on cloud platform services [22]

2025年6月27日，潍柴动力披露接待调研公告，公司于6月26日接待中金公司、中信资管、国泰基金、旌 安资产4家机构调研。 公告显示，潍柴动力参与本次接待的人员共3人，为李婷婷，刘涵，赵红蕾。调研接待地点为公司科技 大楼会议室。 调研详情如下： 来访者在公司会议室就关注问题与公司进行了交流,交流主要内容包括: 1.公司如何应对行业电动化发展趋势? 受政策支持、成本下降等因素推动,重卡、轻卡、工程机械等行业新能源渗透率逐步提升,未来应用空间 广阔。2024年底,公司首次发布全系列新能源动力电池产品,并推动产能落地。 据了解，来访者与潍柴动力在公司会议室就关注问题展开交流。在行业电动化发展趋势方面，受政策等 推动，相关行业新能源渗透率提升，公司2024年底发布全系列新能源动力电池产品并推动产能落地，借 助集团优势精准开发产品，在多维度取得突破，以提升新能源业务业绩贡献。 据了解，在分红政策上，若考虑2024年度分红派息方案，公司上市以来累计分红近350亿元，一直重视 股东意见并以分红回报。未来会综合多因素，平衡公司发展与股东利益，保持积极稳健分红派息政策。 据了解，关于大缸径发动机及数据中心业务，2025年起公司 ...

证券代码：000338.SZ/2338.HK 证券简称：潍柴动力 1 | | 2.公司分红政策情况？ | | | --- | --- | --- | | | 若考虑 2024 年度分红派息方案，公司上市以来累计分红总 | | | | 额将达到近 350 亿元。公司一直以来重视股东的意见与诉求， | | | | 并持续以分红的方式回报股东。 | | | | 未来，公司将持续关注股东期望，综合考量市场环境、生 | | | | 产经营、现金流、未来发展资金需求等因素,平衡公司发展和股 | | | | 东利益，继续保持积极稳健的分红派息政策。 | | | | 3.如何展望公司大缸径发动机及数据中心业务发展目标？ | | | | 2025 年以来，受益于行业需求旺盛带来的发展机遇，公司 | | | | M 系列大缸径发动机销量继续保持高速增长，其中数据中心产 | | | | 品销量实现大幅提升。公司将发挥技术性能、产能、交付效率 | | | | 等优势，锚定全年销量目标，加速抢占数据中心等重点高端市 | | | | 场，进一步提升市场份额及盈利能力。 | | | 附件清单（如有） | 无 | | | 日期 | 年 月 ...

"这款燃气发动机在气耗方面表现确实不错，在多山、丘陵地区爬坡、超车也不费劲。" 在公路货运领域深耕十多年的卡友胡师傅，深谙在当下行情中如何实现破局的法则。面对眼下 运价低迷、货源竞争激烈的窘迫局面，持续扩大的油气差价让他对燃气重卡寄予了厚望。 在综合对比主流品牌大排量燃气发动机后，这位来自山东潍坊的卡友胡师傅最终于去年11月 购置了这辆搭载玉柴K14N燃气发动机的东风柳汽乘龙H7重卡。 山区复杂环境 玉柴K14N持续实现高效率 目前，胡师傅主要从事山东潍坊到浙江温州的专线货运业务。在他眼中，越是市场低迷，越要 通过高效运营来实现预期收益。他说，自从使用了搭载玉柴K14N燃气发动机的车辆后，这款 动力以高效、低耗的优异性能，有效解决了他在高海拔、山区复杂路况下的时效难题。 "跑平路真看不出发动机有多大差别，但车辆一进入浙江地界，山区、丘陵开始多起来，谁有 真本事一下子就试出来了。同样是烧气的车，这玉柴燃气发动机爬大坡就是利索，比我之前那 辆520马力的油车可带劲儿多了，油门不用踩到底就嗷嗷往上冲。"胡师傅坦言。 除了承受运价压力之外，与胡师傅长期合作的货站，也出现了集货能力持续下滑的情况。这迫 使他逐步开始拓展 ...