Group 1 - The "Su Super" phenomenon has led to a surge in A-share market, with many "Su Super concept stocks" hitting the daily limit up, and trading volume significantly increasing after the Dragon Boat Festival holiday [1] - "Su Super concept stocks" can be categorized into two types: regional stocks from Jiangsu and sports industry chain companies involved in event operations, equipment manufacturing, and venue construction [1] - Jiangsu-based sports industry chain companies have emerged as leaders in this rally, with companies like Jinling Sports and Gongchuang Turf seeing substantial stock price increases [1] Group 2 - The popularity of "Su Super" reflects regional characteristics and cultural identity, indicating a trend towards emotional consumption in the market [2] - Analysts suggest that while short-term performance may be seen in sports equipment and broadcasting-related companies, long-term prospects remain uncertain, emphasizing the importance of focusing on fundamental company performance [2] - The new consumption trend includes service consumption, emotional consumption, and technology-related consumption, with companies like Pop Mart and Laopu Gold showing significant stock price increases this year [2] Group 3 - The A-share sports sector consists of three main categories: sports service companies, sports equipment companies, and sports infrastructure construction [3] - Recent government policies aim to enhance financing for sports industry companies, which may improve their funding accessibility [3] - The integration of AI technology in sports is gaining traction, with applications in fitness equipment and home gym scenarios, presenting investment opportunities in the sports sector [3]

Group 1: Digital Currency - The recent introduction of the "Stablecoin Regulation" in Hong Kong provides a safety net for digital currencies, leading to significant price increases for companies like Yuyin Co., which has seen four consecutive trading limits [3] - The digital currency sector is driven by policy changes, indicating potential for sustained growth, although short-term volatility is expected due to high trading activity from speculative investors [3] - The internationalization of digital currencies is viewed as a long-term trend, suggesting that there are promising investment opportunities within this sector [3] Group 2: Pharmaceutical Industry - The Chinese pharmaceutical sector is experiencing a dual boost from traditional Chinese medicine and innovative drugs, with companies like Foci Pharmaceutical benefiting from favorable policies [3] - Innovative drug companies, such as Shutaishen, are seeing significant growth due to exceeding clinical data expectations, and there is a growing trend towards supporting innovative drugs in medical insurance negotiations [3] - Companies with unique products and stable cash flow are recommended for long-term investment due to the high volatility in the pharmaceutical sector [3] Group 3: Consumer Sector - The consumer sector is showing strong performance, with companies like Jinling Sports and Langzi Co. hitting trading limits, driven by the upcoming summer consumption peak and supportive policies for "aesthetic economy" [3] - There is increasing demand in niche markets such as sports equipment and medical aesthetics, with companies like Gongchuang Lawn and Lehui International identified as hidden champions with high growth certainty [3] Group 4: Drone and Gold Markets - The low-altitude economy is gaining traction, with companies like Debang Co. experiencing five consecutive trading limits, reflecting the growing military drone market, which is nearing a size of $34.3 billion [4] - The gold market is benefiting from expectations of interest rate cuts by the Federal Reserve and gold prices surpassing $3,400, making gold stocks like Western Gold and Mankalon attractive to risk-averse investors [4] - However, the gold market is highly influenced by international conditions, suggesting caution for long-term holdings despite short-term trading opportunities [4] Group 5: Market Overview - The current market is in a phase of policy and profit bottoming, presenting structural opportunities while also carrying risks [4] - High-volatility sectors, such as digital currencies, require vigilance against speculative withdrawals, while export-dependent sectors like automotive parts are significantly affected by tariffs [4] - Long-term investors are advised to focus on companies with clear policy catalysts and sustainable growth in earnings [4]

证券代码：300651 证券简称：金陵体育 公告编号：2025-040 三、是否存在应披露而未披露信息的说明 债券代码：123093 债券简称：金陵转债 江苏金陵体育器材股份有限公司 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。 一、公司股票交易异常波动的情况介绍 江苏金陵体育器材股份有限公司(以下简称"公司")（证券代码：300651，证 券简称：金陵体育）股票价格连续两个交易日（2025年5月30日、2025年6月3日）收 盘价格涨幅偏离值累计达到34.94%（超过30％），根据深圳证券交易所相关规定， 属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票异常波动情况，公司董事会通过电话及现场询问等方式，对公司 控股股东、实际控制人、公司全体董事、监事及高级管理人员就相关问题进行了核 实，现就相关情况说明如下： 响的未公开重大信息。 项，或处于筹划阶段的重大事项。 为。 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所创业板股票上 市规则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意 向、协议等；董事会也未 ...

Group 1: Tai Shan Sports Industry Group - Tai Shan Sports is promoting the transformation of high-end competitive technology into public fitness equipment, focusing on smart fitness and testing equipment for rural and community use [1] - The company aims to support rural revitalization through initiatives like the construction of smart sports parks and children's fitness projects in schools [1] - Tai Shan Sports has launched a project to produce 2 million sets of family smart fitness packages annually, creating a new economic model combining sports with other sectors [1] - The company is expanding into emerging markets along the Belt and Road Initiative, particularly in Central Asia, with significant projects like the Kazakhstan National Sports Complex [1] Group 2: Meide Group - Meide Group has developed a solution for long-distance water transport issues, introducing a large-diameter spiral steel pipe with groove connection technology [2] - The company invests over 5% of its total revenue in R&D annually, employing more than 1,400 researchers and holding over 730 patents [2] - Meide Group has achieved full-chain digital transformation, establishing a benchmark solution in the industry with its "Lean One Flow" smart factory model [2] Group 3: Dongming Petrochemical Group - Dongming Petrochemical is focusing on transforming the perception of the petrochemical industry from high-risk and polluting to modern and efficient through strict management [3] - The company collaborates with universities and research institutions to achieve technological breakthroughs, such as the UPC technology that significantly reduces oil consumption [4] - The UPC project is expected to create 2,500 new jobs and positively impact over 10,000 jobs in the community [4] - Dongming Petrochemical is also advancing its green transformation by developing renewable energy projects and aiming for zero-carbon and zero-waste facilities [4]

证券代码：300651 证券简称：金陵体育 公告编号：2025-038 债券代码：123093 债券简称：金陵转债 江苏金陵体育器材股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 重要内容提示： 一、关于可转换公司债券转股价格调整的相关规定 经中国证券监督管理委员会"证监许可20203555 号"文同意注册的批复， 公司于 2021 年 1 月 19 日向不特定对象发行了 250 万张可转换公司债券，每张面值 经深交所同意，公司 2.50 亿元可转换公司债券于 2021 年 2 月 18 日起在深交 所挂牌交易，债券简称"金陵转债"，债券代码"123093"。根据《 江苏金陵体育 器材股份有限公司向不特定对象发行可转换公司债券募集说明书》"以下简称募集 说明书"），在本次发行之后，当公司发生派送股票股利、转增股本、增发新股（不 包括因本次发行的可转债转股而增加的股本）、配股以及派发现金股利等情况时， 公司将按上述条件出现的先后顺序，依次对转股价格进行累积调整（保留小数点后 两位，最后一位四舍五入），具体调整办法如下： 派送股票股利或转增股本：P1 ...

证券代码：300651 证券简称：金陵体育 公告编号：2025-037 债券代码：123093 债券简称：金陵转债 江苏金陵体育器材股份有限公司 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。 江苏金陵体育器材股份有限公司（以下简称"公司"）2024 年年度权益分派 方案已获 2025 年 5 月 15 日召开的公司 2024 年度股东大会审议通过，现将权益 分派事宜公告如下： 股利人民币 1.5 元（含税），合计派发现金股利人民币 19,312,775.70（含税）; 若在分配方案实施前，公司总股本由于可转债转股、股份回购等原因而发生变化 的，公司将按照分配总额不变的原则对分配比例进行调整。 债券（债券代码：123093；债券简称：金陵转债）将暂停转股。 时增加可转债转股 900 股，现有总股本 128,752,738 股，按照分配总额不变的原 则对分配比例进行调整。【因数据为小数点后保留六位数，经计算合计每股实际 分 红 金 额 × 公 司 总 股 数 = 实 际 派 发 总 金 额 ： 0.1499989 × 一、权益分派调整方案 五、公司可转债转股价格 ...

证券代码：300651 证券简称：金陵体育 公告编号：2025-035 债券代码：123093 债券简称：金陵转债 江苏金陵体育器材股份有限公司 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： 一、会议召开和出席情况 （一）会议召开情况 （1）现场会议召开时间：2025年5月15日（星期四）14：00； （2）网络投票日期与时间：2025年5月15日（星期四）其中通过深圳证券交易所交 易系统进行网络投票的具体时间为：2025年5月15日的交易时间，即 9:15—9:25，9:30 — 11:30 和 13:00 — 15:00 ； 通 过 深 圳 证 券 交 易 所 互 联 网 投 票 系 统 （http://wltp.cninfo.com.cn）投票的具体时间为： 2025年5月15日上午 9:15 至下 午15:00期间的任意时间。 限公司会议室。 圳证券交易所交易系统和互联网投票系统向全体股东提供网络形式的投票平台，股东 可以在网络投票时间内通过上述系统行使表决权。 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 ...

上海君澜律师事务所 关于江苏金陵体育器材股份有限公司 致：江苏金陵体育器材股份有限公司 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》、《上市公司股东会规则》（以下简称"《股东会规则》"）等 法律、法规、规章、规范性文件及《江苏金陵体育器材股份有限公司章程》（以 下简称"《公司章程》"）的规定，上海君澜律师事务所（以下简称"本所"） 接受江苏金陵体育器材股份有限公司（以下简称"公司"）的委托，指派本所律 师对公司2024年度股东大会（以下简称"本次股东大会"）进行见证，并就本次 股东大会的召集、召开程序及表决程序、表决结果等事项出具本法律意见书。 本法律意见书仅供本次股东大会之目的使用。本所律师同意将本法律意见书 随公司本次股东大会其他信息披露资料一并公告。 本所律师按照律师行业公认的业务标准、道德规范和勤勉尽责的精神，对本 次股东大会所涉及的有关事项和相关文件进行了必要的核查和验证，现出具法律 意见如下： 一、 本次股东大会的召集、召开程序 公司董事会于 2025 年 4 月 21 日召开第七届董事会第二十八次会议，审议 通过了《关于公司 2024 年度董事会工作报告的议 ...

Core Points - Jiangsu Province has allocated 187 million yuan in central and provincial special funds for the year 2025 to promote nationwide fitness activities [1] - The funding aims to meet diverse public needs and enhance participation in sports [1] Funding Distribution - A total of 62 venues received 18.46 million yuan in central special funds, while 130 venues received 55 million yuan in provincial special funds, allowing over 100 venues to offer free or low-cost access to the public [2] - The Yangzhou Swimming and Fitness Center received 540,000 yuan in provincial funding and has been open for over 350 days a year, serving more than 800,000 visitors annually [2][3] Facility Construction and Maintenance - Central and provincial special funds of 25.6 million yuan and 50 million yuan, respectively, will support the construction and maintenance of fitness facilities in local communities [4] - Plans include building small sports parks and fitness centers, with a focus on meeting the needs of northern Jiangsu [4] Management and Maintenance Systems - A collaborative management system involving government, departments, and community participation has been established to ensure the maintenance of fitness facilities [5] - Jiangsu has created a provincial-level management information platform for fitness facilities, with over 92,632 outdoor fitness sites and 615,520 pieces of equipment recorded [5] Health Monitoring Initiatives - 3.1 million yuan will be invested to continue nationwide physical fitness monitoring, aiming to improve residents' health [6] - The Wutai Mountain Sports Center provides free health assessments and has conducted 24 public fitness monitoring events, serving 2,587 individuals [7]

Group 1: Company Overview and Strategy - Since its listing, the company has actively positioned itself in the sports industry, focusing on strengthening its brand and expanding both horizontally and vertically within the sports sector [2][3] - The company aims to enhance its sports consumption services and create a brand matrix for urban sports, targeting the development of a century-old national sports brand [2][3] Group 2: Industry Outlook - The Chinese sports industry is expected to grow significantly, with the government aiming for the sports sector to become a pillar of the national economy by 2035, increasing its GDP contribution from 1.0% in 2020 to 4% [3] - The total scale of the national sports industry is projected to reach 5 trillion yuan, indicating substantial market potential [3] Group 3: Recent Performance and Challenges - The company experienced a decline in sales due to a lack of major events, which significantly reduced event service revenue [5] - The number of events held in 2023 decreased compared to the previous year, impacting overall performance [6] Group 4: Future Growth Drivers - The company is exploring growth opportunities in the 2C business model, focusing on enhancing sports consumption services and event services [4][6] - Leveraging its reputation from past large-scale events, the company aims to expand its domestic and international event service projects to increase revenue [6]