在多个顺周期板块助力下，7月22日，A股三大股指集体创出今年以来新高，整个市场有超过2500只个 股飘红，成交额达1.93万亿元。从行业板块表现看，建筑材料、钢铁等大基建相关板块延续前一日涨 势，煤炭板块午后强势拉升并领涨申万一级行业，计算机、通信、电子等科技成长板块表现相对靠后。 结合对公募基金二季报持仓情况的分析，业内人士当前仍然对科技成长方向青睐有加，军工、低空经 济、AI+、人形机器人等板块受政策及行业利好催化较多，且表现出较高的景气度；对于基建板块，具 备高股息率的建筑央企以及在新能源发电、储能等领域拥有核心技术、项目经验和市场优势的企业受到 重视。 ● 本报记者 胡雨 市场成交超1.9万亿元 7月22日，A股整体呈现震荡上涨态势，三大股指均创出今年以来新高。Wind数据显示，截至当日收 盘，上证指数涨0.62%，报3581.86点；深证成指涨0.84%，报11099.83点；创业板指涨0.61%，报2310.86 点。 梳理7月22日A股成交及板块活跃情况，中国证券报记者发现，市场行情整体呈现出三大特征： 一是在指数冲高的同时，市场成交额明显放量。Wind数据显示，7月22日，A股市场成交额为1. ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301358 证券简称：湖南裕能 公告编号：2025-039 湖南裕能新能源电池材料 股份有限公司关于在马来西亚投资 并成立有关公司的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、对外投资概述 湖南裕能新能源电池材料股份有限公司（以下简称"公司"）于2025年7月22日召开第二届董事会第十四 次会议，审议通过《关于在马来西亚投资并成立有关公司的议案》，同意公司在新加坡新设立投资公 司，并由投资公司在马来西亚设立项目公司，通过项目公司投资建设年产9万吨锂电池正极材料项目。 项目总投资约5.6亿马来西亚林吉特，约合人民币9.5亿元（最终投资金额以项目建设实际投入为准）。 本次对外投资无需提交股东大会审议。本次对外投资不构成关联交易，不构成《上市公司重大资产重组 管理办法》规定的重大资产重组。 本次对外投资尚需经过中国国内境外投资管理机构备案、新加坡及马来西亚相关政府部门办理审批手 续。 3、经营范围：开发、建设和运营锂离子电池正极材料工厂、生产和销售锂离子电池正极材料（以登记 机关的核准文件为 ...

论证分析报告 证券简称：尚太科技 证券代码：001301 石家庄尚太科技股份有限公司 （无极县里城道乡南沙公路西侧） 向不特定对象发行可转换公司债券方案的 （修订稿） 二〇二五年七月 第一节 本次发行证券及其品种选择的必要性 石家庄尚太科技股份有限公司（以下简称"尚太科技"、 "发行人"、 "公司"） 为在深圳证券交易所主板上市的公司。为满足公司发展的资金需求，扩大公司经 营规模，提升公司的综合竞争力，公司考虑自身实际状况，根据《中华人民共和 国公司法》 （以下简称"《公司法》"）、 《中华人民共和国证券法》 （以下简称"《证 券法》"）以及《上市公司证券发行注册管理办法》 （以下简称"《注册管理办法》"） 等相关规定，拟向不特定对象发行可转换公司债券（以下简称"可转债"）的方 式募集资金。 一、本次证券发行的种类 本次发行证券的种类为可转换为公司股票的可转换公司债券。该等可转换公 司债券及未来转换的公司股票将在深圳证券交易所主板上市。 二、本次募集资金投资项目的可行性及必要性 本次向不特定对象发行可转换公司债券募集资金投资项目均经过公司谨慎 论证，符合国家相关的产业政策以及公司战略发展方向，项目的实施有利于 ...

Core Insights - The roundtable meeting focused on "technology innovation and industrial cooperation" to enhance urban development capabilities in the Guangdong-Hong Kong-Macao Greater Bay Area [1][2] - The meeting aimed to explore collaborative paths among the three regions, emphasizing the synergy of their respective strengths [2][6] Group 1: Industrial Development in Huizhou - Huizhou has been designated as a global petrochemical industry hub and a first-class digital industry base, with a focus on green and low-carbon development [1] - The "2+1" modern industrial cluster in Huizhou is thriving, with significant growth in petrochemical energy, new materials, electronic information, and life health industries [1] Group 2: Collaborative Innovation Framework - The establishment of a collaborative innovation community in the Greater Bay Area is essential, focusing on integrating government, enterprises, academia, research, finance, and application [3] - Key strategies include creating integrated platforms, innovative organizational models, financial support tools, and practical applications driven by real-world scenarios [3] Group 3: Sector-Specific Insights - The textile and apparel industry in the Greater Bay Area must leverage technological innovation and sustainable development to adapt to market changes [4] - The region's unique advantages, such as Guangdong's manufacturing capabilities and Hong Kong's financial services, should be utilized for efficient industrial division and collaboration [4] Group 4: Full-Chain Innovation Cooperation - A new paradigm of "Hong Kong R&D - Guangdong manufacturing - China application - global sales" is proposed to enhance the integration of research, industry, and market [6][7] - The focus is on overcoming institutional barriers and optimizing cooperation mechanisms to fully utilize global resources [6] Group 5: Policy Recommendations for Macao - Macao should enhance support for industry-academia-research collaboration and provide financial backing for viable projects [8] - The government is encouraged to facilitate the commercialization of research outcomes and improve the integration of academic research with industry needs [8] Group 6: Challenges in Traditional Medicine - The internationalization of traditional Chinese medicine faces challenges such as intellectual property protection and slow conversion of research outcomes [9] - A deep integration of industry, academia, and research is crucial for overcoming these challenges and enhancing the global competitiveness of traditional medicine [9]

证券代码：605488 证券简称：福莱新材 公告编号：临 2025-101 债券代码：111012 债券简称：福新转债 浙江福莱新材料股份有限公司 董事会薪酬与考核委员会关于公司 2025 年限制性股票激励 计划首次授予激励对象名单的公示情况说明及核查意见 （一）公示情况 截至本公告披露日，公司除在上海证券交易所网站（www.sse.com.cn）及指 定媒体公告了《福莱新材 2025 年限制性股票激励计划首次授予激励对象名单》 外，还通过公司内部网站公示了本激励计划首次授予激励对象的名单。 无反馈记录。 （二）核查方式 公司董事会薪酬与考核委员会核查了本激励计划首次授予激励对象的名单、 身份证件、首次授予激励对象与公司或子公司签订的劳动合同或聘任文件、首次 授予激励对象在公司或子公司担任的职务及其任职文件。 二、董事会薪酬与考核委员会核查意见 根据《管理办法》《公司章程》的有关规定，结合公司对本激励计划首次授 予激励对象名单及职务的公示情况及董事会薪酬与考核委员会的核查结果，董事 会薪酬与考核委员会发表核查意见如下： 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 ...

证券代码：301000 证券简称：肇民科技 公告编号：2025-061 上海肇民新材料科技股份有限公司 关于2024年限制性股票激励计划首次授予部分第一个归属期 归属条件成就的公告 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。 重要内容提示： 上海肇民新材料科技股份有限公司（以下简称"公司"）于 2025 年 7 月 22 日召开第三届董事会第二次会议，审议通过了《关于 2024 年限制性股票激励计 划首次授予部分第一个归属期归属条件成就的议案》。根据公司《2024 年限制 性股票激励计划（草案）》（以下简称"《激励计划（草案）》"或"本次激励 计划"或"本激励计划"）的规定，本次激励计划首次授予的限制性股票第一个 归属期归属条件已经成就，共计 56 名符合条件的激励对象合计可归属限制性股 票 482,000 股。现将相关事项说明如下： 一、本次激励计划实施情况概要 （一）本次激励计划简述 海肇民新材料科技股份有限公司 2024 年限制性股票激励计划（草案）》（以下 简称"《激励计划（草案）》"），主要内容如下： 包括公司公告本次激励计划时在公司（含子公司） ...

监事会 关于2023年股权激励计划预留授予限制性股票第一个限售 期解除限售条件成就的审核意见 石家庄尚太科技股份有限公司 石家庄尚太科技股份有限公司（以下简称"公司"）第二届监事会第十八 次会议审议通过了《关于2023年股权激励计划预留授予部分第一个解除限售期 条件成就的议案》。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》（以下简称"《管理办法》"）等法律法 规、规范性文件及《2023年限制性股票激励计划（草案）》的规定，监事会对 第一个解除限售期解除限售条件成就相关事项进行核查后，现发表如下意见： 励计划的主体资格，符合本激励计划预留授予限制性股票第一个解除限售期解 除限售条件的要求，未发生不得解除限售的情形。 划规定的解除限售条件（包括公司层面业绩条件与激励对象个人绩效考核条件 等），不存在《管理办法》和本激励计划等规定的不得解除限售的情形，其作 为公司本次可解除限售的激励对象主体资格合法、有效。 综上所述，监事会认为：公司2023年限制性股票激励计划预留授予限制性 股票第一个解除限售期解除限售条件已经成就，符合《管理办法》等有关法 律、法规、规范性文件和公司《202 ...

【DT新材料】 获悉，7月22日，据国家市场监管总局网站消息， 市场监管总局 暂停对 杜邦中国集团有限公司 的反垄断调查程序。 此前，今年4月4日，因杜邦中国集团有限公司涉嫌违反《中华人民共和国反垄断法》，市场监管总局依法对其开展立案调查。 据悉，杜邦公司于1984年在北京设立办事处，并于1988年在深圳注册成立杜邦中国集团有限公司，成为最早开展对华投资的世界500强企业之一，并且是 第一家 获得中国政府批准的外商独资投资公司。 从4月到7月，时间不长，但却很漫长，这段时间的博弈，已经影响到很多个体的生活乃至生存。暂停对杜邦中国的调查，或许代表着一些紧张关系的缓和，这点 从 6月对某国的稀土磁体出口量环比增长660%也可以侧面体 会。期盼世界和平。 点击阅读 ： 突发！杜邦中国，被立案调查 对于焦点中的杜邦中国，这段时间也鲜有大动作，而在杜邦全球层面，却在跟其他大公司一样，进行着许多 战略转型，今年最典型的是： 首先是 ， 1月15日，杜邦发布公告，将加快电子业务的拆分，计划于2025年11月1日完成交易，并将其命名为 Qnity (启诺迪) 。此外，公司不再打算剥离其水务业 务，并保留在杜邦产品组合中。此前 ...

Core Viewpoint - The establishment of a wholly-owned subsidiary, Qingdao Wanma Polymer Materials Co., Ltd., aims to enhance production capacity and market competitiveness in the polymer materials sector [1][2]. Group 1: Investment and Project Details - Wanma Polymer plans to invest approximately 1.245 billion yuan in a project to produce 350,000 tons of environmentally friendly polymer materials annually, with funding sourced from its own or self-raised funds [3]. - The project will be developed in three phases from 2025 to 2030, focusing on products such as silane cable materials, low-smoke halogen-free cable materials, PVC cable materials, and shielding materials for cables [3]. Group 2: Company Background - Wanma Polymer is a core subsidiary of Wanma Co., Ltd., established in 1994, recognized as a national key high-tech enterprise and a model unit for intelligent manufacturing by the Ministry of Industry and Information Technology [4]. - The company specializes in a range of polymer materials required for cable manufacturing, with applications across various sectors including transportation, new energy, construction, communication, and electronics [4]. Group 3: Production Capacity - The first phase of the ultra-high voltage insulation material project will have an annual production capacity of 20,000 tons, with subsequent phases also targeting the same capacity [5].

Financial Data and Key Metrics Changes - The company reported adjusted earnings per share of $2.42, up 5% sequentially and comparable to the prior year, with strong free cash flow of nearly $190 million in the quarter [15][16] - Adjusted EBITDA margin was strong at 16.6%, up 20 basis points compared to the prior year [16] - Sales were down 1% on an organic basis compared to the prior year, primarily due to deflation-related price reductions [15][16] Business Line Data and Key Metrics Changes - Materials Group sales were down 1% on an organic basis, with high-value categories up low single digits and base business down low single digits [18][19] - Solutions Group sales were down 1% organically, with high-value categories up low single digits and base solutions down mid single digits [21] - The Solutions Group achieved an adjusted EBITDA margin of 17.1%, up 30 basis points compared to the prior year [22] Market Data and Key Metrics Changes - North America saw low to mid single-digit growth in organic volume mix, while Europe was down low to mid single digits [19] - Apparel sales were down 6% in the quarter, with overall apparel and general retail categories experiencing reduced orders and inventory levels [6][10] - Food and logistics categories showed strong growth, with food sales up mid-teens collectively [10][21] Company Strategy and Development Direction - The company is focused on leveraging its global scale, innovation, and go-to-market strategy to maintain competitive advantages in large growing markets [12][13] - There is an emphasis on expanding high-value categories and pursuing new projects in food and logistics [10][12] - The company plans to continue disciplined capital allocation, including share repurchases and dividends, while exploring M&A opportunities to enhance high-value category contributions [52][54] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism for the third quarter, expecting earnings per share to be comparable to the prior year amid trade policy uncertainties [12][15] - The company anticipates a normalization of growth in apparel and general retail categories over time, despite current softness [10][11] - Management remains confident in the long-term growth trajectory, particularly in high-value categories and emerging markets [13][72] Other Important Information - The company announced a 7% increase in its quarterly dividend to $0.94 per share, continuing a decade-long trend of annual dividend growth [17] - The company is actively managing its global network to reduce inefficiencies and associated costs due to shifts in trade policies [11] Q&A Session Summary Question: Can you speak to whether you see pent-up demand and potential quicker turnarounds in the second half? - Management noted continued retail sales volume softness in Europe and muted customer sentiment, with expectations of low single-digit demand in apparel and general retail overall [29][30] Question: What are your expectations for volumes in the back half of the year? - Management anticipates growth in Intelligent Labels in the third quarter and expects new programs to gain traction in the fourth quarter [38][42] Question: What impact do you expect from the closure of Kroger stores on your deployments? - Management stated that the rollout with Kroger continues as planned, with no significant impact from store closures on their deployments [78] Question: What are the expectations for growth in the Embellix business? - Management expects growth in the Embellix business to begin in the fourth quarter, driven by performance brands and upcoming sporting events [86][100] Question: How is the company managing tariff cost impacts? - Management indicated that they largely offset tariff-related costs in Q2 through strategic pricing and sourcing shifts, with expectations to continue this in Q3 [91][92]