校对：姚远 百万用户都在看 突然，大抛售！三大利空，突袭！ 集体飙升！半导体，突传重磅！ 午后！日本，重大突发！ 刚刚，大涨！关税，突传大消息！ 刚刚，A股异动！一则消息，突然引爆！ 俄乌突发！刚刚，大规模袭击！特朗普"怒了" 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 据央视新闻消息，5月27日，山东省潍坊市高密市友道化学有限公司发生爆炸事故，目前造成5人死亡、6 人失联。根据《重大事故查处挂牌督办办法》，国务院安委会决定对该起事故查处实行挂牌督办，要求按 照《生产安全事故报告和调查处理条例》等有关法律法规及规章规定，抓紧组织开展事故调查，迅速查明 事故原因，依法依规问责。 来源：央视新闻 责编：刘珺宇 ...

Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 25 stocks were listed, with 14 seeing net purchases and 11 experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were Qingdao Jinwang (69.56 million), Youfu Co., Ltd. (57.45 million), and Chuangyuan Co., Ltd. (29.51 million) [1] - Youfu Co., Ltd. is in the early construction phase of a high molecular weight polyethylene fiber project with a designed capacity of 1,600 tons per year, which is a potential material for humanoid robot dexterous hands [1] Group 2: Nuclear Fusion Industry Developments - Snowman Co., Ltd. has provided helium screw compressors to several research institutes, including the Chinese Academy of Sciences, for applications in major scientific projects like nuclear fusion [2] - The collaboration between Hezhong Intelligent and China Nuclear Industry 23 Construction Co., Ltd. involves the development of vacuum chamber components for nuclear fusion [2] - A report from the Fusion Industry Association indicates that 26 out of 37 surveyed commercial nuclear fusion companies believe the first fusion power plant will be operational by 2035 [2] Group 3: Market Potential in Nuclear Fusion - The number of fusion devices has exceeded 100, and with participation in the international ITER project, China is forming a preliminary fusion equipment industry chain [3] - The market for tokamak nuclear fusion is expected to reach 681 billion yuan from 2025 to 2030, potentially increasing to 3 trillion yuan from 2030 to 2035 as commercial reactors become viable [3] - The expanding market space presents rapid development opportunities for the nuclear fusion supply chain, including superconducting materials and other components [3] Group 4: Autonomous Driving Sector - Jinjun Environment has established a joint laboratory for electric sanitation intelligent equipment with the Beijing University of Aeronautics and Astronautics, focusing on research in sanitation automation and unmanned driving [4] - Boschke's project on new energy sanitation vehicle chassis technology has been included in the 2024 Anhui Province Science and Technology Innovation Plan [4] - The launch of the unmanned logistics vehicle series by Jiu Shi Intelligent marks a significant step in the autonomous logistics sector [4] Group 5: Growth Potential in Autonomous Logistics - The low-speed unmanned logistics vehicle market is expected to experience explosive growth, with head logistics technology companies projected to see order volumes increase significantly by 2025 [5] - The loosening of road rights policies is accelerating the commercialization of unmanned vehicles, with a potential market size exceeding 100 billion yuan if penetration rates in last-mile delivery exceed 17% [5] - The total sales of replaceable commercial vehicles amount to 2.85 million, with a potential stock of 12 million vehicles that could be replaced by unmanned logistics solutions [5]

Summary of Key Points Core Viewpoint - The company, Shaanxi Beiyuan Chemical Group Co., Ltd., has decided to adjust the implementation schedule of its fundraising investment projects due to objective factors such as macroeconomic conditions and industry cycle fluctuations, while ensuring that the project content, investment total, and scale remain unchanged [1][11][12]. Group 1: Fundraising Overview - The company approved the public offering of up to 361,111,112 new shares, with total fundraising amounting to 343,999.07 million yuan [1][2]. - As of December 31, 2024, the actual use of the raised funds is 102,829.73 million yuan [4][10]. Group 2: Project Delay Details - The completion dates for several projects, including the 120,000 tons/year glycine project and the intelligent factory basic platform construction, have been extended to June 2025 due to various delays [6][10]. - The company plans to further adjust the completion dates for several projects to June 2027, including the 100,000 tons/year CPE and 20,000 tons/year CPVC projects [6][10]. Group 3: Reasons for Delay - The glycine project is delayed due to the immature industrial production setup of the mixed solvent method and the need for further testing and equipment selection [7][10]. - The intelligent factory project is affected by the need for system optimization and compliance with safety standards [8][10]. - The salt production project faces market challenges due to limited demand and economic viability [9][10]. Group 4: Measures to Ensure Completion - The company is actively working on plans to utilize by-products from the glycine project and is optimizing project management to ensure timely completion [7][8]. - Detailed optimization plans and strategies are being developed to ensure the intelligent factory project progresses smoothly [8][10]. - The company is conducting thorough market analysis and technical research to validate the feasibility of the salt production project [9][10]. Group 5: Impact of Project Delay - The delay in fundraising investment projects is based on careful consideration of objective circumstances and does not involve changes to project implementation subjects, fundraising purposes, or investment scales, thus not adversely affecting the company's operations or shareholder interests [10][11].

2025.05. 28 本文字数：1045，阅读时长大约4分钟 据潮新闻，5月27日，美妆博主大嘴博士再次质疑巨子生物的检测方法和产品质量。大嘴博士认为， 可复美相关产品含有"聚谷氨酸钠"肽类成分，而巨子生物使用的双缩脲会同时把聚谷氨酸钠也检测 出来，从而导致检测结果必然虚高，并质疑其检测产品与之前存在质量问题的产品不一致。大嘴博士 要求巨子生物回应三个核心问题：是否添加重组胶原、为何检测不到甘氨酸、为何误导消费者。 据21财经，西安市市场监管局高新分局相关人士对此回复称： "事件已经开始关注，并对上级部门 做了汇报。但化妆品是分级监管，分局目前监管经营、虚假宣传等方面，企业生产方面归上级部门进 行监管。" 随后，陕西省监管部门也对此回应称： "已经关注到这个事情，目前业务部门正在核查"。 值得一提的是，根据多位消费者反馈，目前在主流电商平台，巨子生物官方渠道已经找不到可复美重 组胶原蛋白肌御修护次抛精华液1.0版本产品，2.0版本产品正常售卖。 爱企查App显示，巨子生物关联公司西安巨子生物基因技术股份有限公司成立于2001年9月，法定 代表人为严建亚，注册资本约6.88亿元人民币，经营范围包括第一类医疗器 ...

Core Viewpoint - The company, Guangdong Hongqiang New Materials Co., Ltd. (referred to as "Hongqiang"), maintains a stable credit rating despite a decline in profitability due to the deep adjustment in the real estate industry, with expectations of continued revenue and cash flow contributions from its competitive advantages in Guangdong and Guangxi provinces [2][5]. Financial Performance - The company's total assets increased from 20.06 billion in 2022 to 28.87 billion in 2025, while the equity attributable to shareholders rose from 15.16 billion to 16.71 billion during the same period [2]. - The company's operating income decreased from 7.61 billion in 2023 to 6.75 billion in 2024, with a net profit drop from 0.86 billion to 0.03 billion [3]. - The net cash flow from operating activities turned negative at -0.21 billion in 2024, compared to 1.76 billion in 2023 [3]. Industry Context - The concrete admixture market is under pressure due to a slowdown in construction and new project starts, directly impacting the demand for concrete admixtures [10][12]. - The overall demand for concrete admixtures is weak, with the industry facing intensified competition and declining prices, leading to a significant drop in revenue for companies like Hongqiang [10][14]. - The company holds a leading position in the concrete admixture market in Guangdong and Guangxi, with over 50% of its revenue coming from the South China market, maintaining a gross margin above 30% [2][5]. Credit Rating and Outlook - The credit rating agency has assigned a stable outlook for Hongqiang, reflecting its competitive advantages in key regions despite ongoing industry challenges [5]. - The company’s net debt at the end of 2024 was 0.63 billion, indicating manageable financial risk [5]. Investment Projects - The company has utilized the proceeds from its convertible bonds to expand into the chemical sector, with projects entering trial production by the end of 2024 [2][19]. - The new projects aim to enhance revenue sources and improve cost advantages through upstream integration in the supply chain [19][20]. Customer and Market Dynamics - The customer base primarily consists of regional concrete mixing stations, which are closely tied to the real estate sector, exposing the company to risks associated with the ongoing real estate downturn [18]. - The company has established long-term partnerships with major infrastructure construction firms, but the overall contribution from these clients remains low [18].

央视网消息：每天8点，央视网为您梳理24小时内发生在咱们身边的大小事儿。 ·公安机关公布网络攻击来源为中国台湾民进党当局有关黑客组织。专家：技术水平较低被精准锁定。 ·国家统计局：前四个月规模以上工业企业利润加快恢复。 ·商务部：国家级经开区是"投资中国"的优先选择。 ·市场监管总局：对持续保持良好信用的企业无事不扰。 ·教育部：深化整治中小学利用征订教辅及购买校服牟利等突出问题。 ·文化和旅游部组织对8省区文旅市场安全隐患开展暗访抽查。 ·中央网信办部署进一步加强"开盒"问题整治工作。. ·湖北、江西等多地高考将启用AI巡考：抓拍到异常举动后由考点人员处置。 ·青海省政协原党组成员、副主席马丰胜严重违纪违法被开除党籍和公职。 ·海南省委原常委、海口市委原书记罗增斌严重违纪违法被开除党籍和公职。 ·中国龙再添新形象、千年王冠重现……7项科技考古与文化遗产保护成果发布。详细 ·山东高密市友道化学有限公司一车间发生爆炸事故。截至27日19时25分，事故造成5人死亡，6人失联，19人轻伤。 ·印度国防部批准五代战机研发项目。 ·朝鲜外务省说"金穹"导弹防御系统旨在维持美国霸权。 ·特朗普"死磕"哈佛外国学生名单，威 ...

校对： 刘星莹 事故发生后，山东省委、省政府作出安排部署，省、市、县三级启动应急处置机制，成立联合救援指挥部，全 力组织开展救援，全面做好失联人员搜救、伤员救治、家属安抚、善后处置、环境监测等各项工作。目前现场 搜救和清理工作仍在进行中。 来源：央视新闻微信公众号 责编：汪云鹏 山东高密市应急管理局发布情况通报：5月27日11时57分左右，山东高密友道化学有限公司一车间发生爆炸事 故。事故发生后，各级组织力量全力搜救。截至19时25分，事故造成5人死亡，6人失联，19人轻伤。 百万用户都在看 利好来了！刚刚，"国家队"出手！ 午后！日本，重大突发！ 今夜，利好！刚刚，大涨！ 俄乌突发！刚刚，大规模袭击！特朗普"怒了" 刚刚，大涨！关税，突传大消息！ 刚刚，A股异动！一则消息，突然引爆！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...

Core Viewpoint - Luzhou Tianhua plans to acquire 100% equity of Luzhou Hongsheng Chemical Park Operation Service Co., Ltd. from its affiliate, Luzhou Jintianhong Development Co., Ltd., to secure land assets for the implementation of chemical projects [1][2]. Group 1: Acquisition Details - The acquisition aims to obtain land assets to facilitate both short-term and long-term chemical projects [1]. - Luzhou Hongsheng was established in November 2022 with a registered capital of 360 million yuan, focusing on park management services, heat production and supply, and wastewater treatment [1]. - As of the end of 2024, Luzhou Hongsheng's total assets are valued at 336 million yuan, with net assets of 335.8 million yuan, and the assessed value of shareholders' equity is 676 million yuan, reflecting a 101.29% appreciation [1]. Group 2: Financial Aspects - Luzhou Jintianhong will acquire related equipment for a boiler and coal supply system, estimated at 79.7251 million yuan, which will be paid before the remaining 40% transfer payment of 270 million yuan is made by Luzhou Tianhua [2]. - The 10,000-ton/year green fine chemical project is located within the Luzhou Tianhua Chemical Park, covering approximately 325 acres, and aims to expedite project construction and reduce initial investment [2]. - The project is expected to yield a post-tax internal rate of return of 9.41%, with average annual sales revenue of 999.3 million yuan and average annual profit of 104 million yuan [2]. Group 3: Future Development Plans - Luzhou Tianhua plans to utilize Luzhou Hongsheng's land for developing green fine chemical and new fertilizer industries, as well as establishing a research and development base [3]. - The strategy aims to create a synergistic effect by integrating research, experimentation, and production, thereby establishing new profit growth points [3]. - This initiative supports a resource foundation for a cyclical industry model involving new efficient fertilizers, crop processing, fine chemical production, potassium mining, and new efficient fertilizers [3].

Group 1 - The explosion incident occurred at Shandong Youdao Chemical Co., which is primarily engaged in pesticide production, particularly chlorantraniliprole, which recently received EPA registration [1] - The chlorantraniliprole project has a total investment of 1 billion yuan, with an expected annual production capacity of 10,000 tons and an annual output value exceeding 5 billion yuan [1] - Shandong Youdao is a subsidiary of Haomai Group, which is recognized as a hidden champion in the industrial manufacturing sector, particularly in tire molds [2] Group 2 - Zhang Gongyun, the controlling shareholder of Haomai Group, holds 83% of the company's shares and has a background in mechanical engineering [2] - Haomai Group has total assets of 20 billion yuan and employs over 20,000 people, with a projected output value of 20.2 billion yuan in 2024 [2] - The company reported a 20% increase in output value last year, reaching over 5 billion yuan, and anticipates continued growth this year [3]

天津久日新材料股份有限公司（以下简称公司）于 2025 年 5 月 27 日召开第 五届董事会第二十四次会议、第五届监事会第二十三次会议，审议通过《关于使 用部分募集资金向控股孙公司提供借款以实施募投项目的议案》，同意公司使用 募集资金 5,000.00 万元向控股孙公司湖南弘润化工科技有限公司（以下简称弘 润化工）提供借款，用于实施湖南弘润化工科技有限公司 8,000 吨/年光引发剂 H4 酮项目（以下简称弘润化工项目）。该事项在公司董事会审议权限范围内， 无需提交股东大会审议。公司监事会、保荐机构对该事项发表了同意的意见。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意天津久日新材料股份有限公司首次公 开发行股票注册的批复》（证监许可20191887 号），同意公司首次公开发行 股票的注册申请，公司向社会公开发行人民币普通股 2,780.68 万股，每股面值 人民币 1.00 元，每股发行价为人民币 66.68 元，共募集资金人民币 185,415.74 万元，扣除发行费用 14,486.45 万元（不含税），实际募集资金净额为人民币 验证，并出具了《天津久日新材料股份有限公司发行人民币普通股（ ...