证券代码：603829 证券简称：洛凯股份 公告编号：2025-037 日，确认不存在应披露而未披露的重大事项。 ? 敬请广大投资者理性决策，注意投资风险。 一、股票交易异常波动的具体情况 江苏洛凯机电股份有限公司（以下简称"公司"）股票于 2025 年 6 月 5 日、 海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 债券代码：113689 债券简称：洛凯转债 江苏洛凯机电股份有限公司 股票交易异常波动公告 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，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ? 江苏洛凯机电股份有限公司（以下简称"公司"）股票于 2025 年 6 月 5 日、6 月 6 日、6 月 9 日连续三个交易日收盘价格涨幅偏离值累计超过 20%，根 据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 ? 经公司自查，并书面征询公司控股股东及实际控制人，截至本公告披露 三、相关风险提示 公司股票于 2025 年 6 月 5 日、6 月 6 日、6 月 9 日连续三个交易日内 ...

1. Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - In April 2025, the inventory cycle of the entire industrial sector shifted to "active destocking" [2][15][16] - The upstream, mid - stream, and downstream industries all entered the "active destocking" phase in April 2025 [2][17][18] 3. Summary by Relevant Catalogs 3.1 Inventory Cycle Overview - In April 2025, the year - on - year growth rate of finished product inventory of industrial enterprises decreased by 0.3 percentage points to 3.9% [7][8][9] 3.2 Inventory Cycle Overview (by Industry) - **Upstream Industry**: It accounts for only 2% of the total inventory and returned to "active destocking" in April 2025 after three months [17] - **Mid - stream Industry**: It accounts for 54% of the total inventory, and most of it was in the "active destocking" phase in April 2025 [18] - **Downstream Industry**: It accounts for 43% of the total inventory and was in the "active destocking" phase in April 2025 [19] - **Specific Industries**: In April 2025, electronics was in "passive restocking", electrical machinery was in "active restocking", chemical was in "passive restocking", paper - making, automotive, non - ferrous metals, instrument and meter, and general equipment were in "active destocking" [7]

证券代码：603195 证券简称：公牛集团 公告编号：2025-050 公牛集团股份有限公司 第一个解除限售期解除限售条件成就的公告 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，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 2024 年限制性股票激励计划第一个解除限售期符合解除限售条件的激 励对象共计 800 人； ? 2024 年限制性股票激励计划第一个解除限售期可解除限售的限制性股 票数量为 1,757,512 股，占目前公司股本总数的 0.10%； ? 公司将在办理完毕相关解除限售申请手续后、股份上市流通前，发布相 关限制性股票解除限售暨上市的公告，敬请投资者注意。 公牛集团股份有限公司（以下简称"公司"）于 2025 年 6 月 9 日召开第三 届董事会第十一次会议和第三届监事会第九次会议，会议审议并通过《关于 2024 年限制性股票激励计划第一个解除限售期解除限售条件成就的议案》。根据《上 市公司股权激励管理办法》（以下简称"《管理办法》"）、《公牛集团股份有 限公司 2024 年限制性股票激励计划》（以下简称"《激励计划》"或"本次激 ...

Core Points - The company has adjusted the list of incentive recipients for the 2025 Restricted Stock Incentive Plan, reducing the number of recipients from 671 to 667 and the number of restricted shares from 3.0969 million to 3.0875 million due to certain individuals being excluded or opting out [1] - Following a cash dividend distribution of 2.40 yuan per share and a capital reserve increase of 0.40 shares per share on June 9, 2025, the number of restricted shares granted was further adjusted to 4.3225 million [2] - The supervisory board confirmed that all incentive recipients meet the necessary legal and regulatory conditions, and the grant date for the restricted shares is set for June 9, 2025 [3] Summary by Sections Incentive Plan Adjustments - The number of incentive recipients was adjusted from 671 to 667, and the total number of restricted shares was adjusted from 3.0969 million to 3.0875 million due to exclusions and opt-outs [1] - After the cash dividend and capital reserve adjustments, the total number of restricted shares granted was increased to 4.3225 million [2] Compliance and Eligibility - The supervisory board confirmed that all recipients comply with relevant laws and regulations, ensuring that their eligibility for the incentive plan is valid and effective [3] - The conditions for exclusion of certain individuals from the incentive plan were outlined, including recent disqualifications by regulatory bodies [2]

Group 1 - Company Gongchuang Turf (605099.SH) stated that the impact of domestic football events on its operations and performance is minimal, as its main business of artificial turf has a low revenue contribution from domestic sports grass [1] - Company Anglikang (002940.SZ) confirmed that its innovative drug project ALK-N001 is still in Phase I clinical trials, indicating a long R&D cycle and significant investment [2] - Company Yiwei Lithium Energy (300014.SZ) plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance capital strength and international brand image [3] Group 2 - Company Chaohongji (002345.SZ) also intends to issue H-shares and apply for listing on the Hong Kong Stock Exchange to advance its global strategy and improve competitiveness [4] - Company Dexin Technology (603032.SH) clarified that its subsidiary's sales revenue from products used in solid-state battery production is less than 1% of total revenue, emphasizing its focus on quality service [5] - Company Changshan Pharmaceutical (300255.SZ) announced that its application for the marketing authorization of Aibennapeptide injection for type 2 diabetes has been accepted, but the approval timeline remains uncertain [6] Group 3 - Company Baili Electric (600468.SH) reported that its revenue from nuclear fusion-related business is currently minimal, accounting for less than 1% of total revenue [7] - Company Chutianlong (003040.SZ) is exploring digital currency projects but faces risks related to new technology development and commercial application [8] - Company Dongxing Medical (301290.SZ) signed contracts with Shanghai Jiao Tong University for synthetic biology technology development, totaling 6 million yuan, enhancing its R&D capabilities [9] Group 4 - Company Maixinlin (688685.SH) announced that its subsidiary signed contracts for computing power services worth 1.184 billion yuan, expected to positively impact future performance [10] - Company Haichen Pharmaceutical (300584.SZ) reported that its solid-state battery-related business has not yet generated revenue, which does not significantly affect overall performance [11] - Company Filinger (603226.SH) is undergoing stock trading suspension for investigation due to significant price deviations from fundamentals [12] Group 5 - Company Zhongdian Port (001287.SZ) disclosed that the National Integrated Circuit Fund reduced its stake by 1%, now holding 8.97% of the company [13] - Company Huasheng Co., Ltd. (600156.SH) is planning to acquire 100% of Yixin Technology, leading to a stock suspension for up to 10 trading days [14] - Company Jianghuai Automobile reported a 3.52% year-on-year decline in May sales, with new energy vehicle sales down 57.81% [15] - Company Aonong Biological reported a 9.44% year-on-year increase in May pig sales, with a total of 156,200 pigs sold [16]

证券代码：002851 证券简称：麦格米特 公告编号：2025-053 （以下简称"《自律监管指南第 1 号》"）等法律、法规和规范性文件以及《深 圳麦格米特电气股份有限公司章程》 （以下简称"《公司章程》"）的有关规定，公 司监事会结合公示情况对公司 2025 年限制性股票激励计划中确定的激励对象进 行了核查，相关公示情况及核查意见如下： 深圳麦格米特电气股份有限公司 监事会关于 2025 年限制性股票激励计划激励对象名单 的公示情况说明及核查意见 本公司及监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。 深圳麦格米特电气股份有限公司（以下简称"公司"）于 2025 年 5 月 29 日 召开公司第五届董事会第十八次会议和第五届监事会第十七次会议，审议通过了 《关于 <公司 ensp="ensp" 年限制性股票激励计划="年限制性股票激励计划" 草案="草案"> 及其摘要的 议案》等相关议 案，并对 2025 年限制性股票激励计划（以下简称"本次激励计划"）激励对象的 姓名和职务在公司内部进行了公示。根据《上市公司股权激励管理办法》（以下 简称"《管理办法》"）、《深 ...

证券研究报告 2025 年 6 月 9 日 星期一 【新股发行跟踪（20250609）】 一、上周新股表现情况 上周（6 月 2 日-6 月 6 日）共有 2 只新股上市，上市首日涨跌幅均值 为 37.74%。其中，无新股上市首日涨幅超 100%。上周无新股首日破发。 资料来源：东莞证券研究所，iFinD 二、周度新股上市情况走势 从周度新股上市规模来看，上周（6 月 2 日-6 月 6 日，下同）较上上 周（5 月 26 日-5 月 30 日，下同）相比，上市新股数量多 1 只，首发募资 金额多 44.03 亿元。 从周度上市新股表现来看，上周与上上周均无新股首日破发，与上上 周相比，上周首日涨幅超 100%的新股数量有所减少，上市首日涨跌幅均 值大幅下降。 资料来源：东莞证券研究所，iFinD 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。请务必阅读 末页声明。 1 表 1：上周新股表现 股票代码 股票简称 上市日期 上市 板块 发行价 格（元） 发行市 盈率 证监会行业 首日收盘 涨跌幅(%) 603049.SH 中策橡胶 ...

4月28日公司发布的一季报数据显示，一季度公司共实现营业总收入4.95亿元，同比下降2.14%，实现净 利润0.32亿元，同比下降8.05%。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.06.06 | 9.96 | 25.89 | 69368.37 | | 2025.06.05 | -7.07 | 21.31 | -24086.62 | | 2025.06.04 | 0.91 | 28.66 | -7689.27 | | 2025.06.03 | 9.99 | 25.76 | -231.58 | | 2025.05.30 | 10.05 | 19.67 | 33594.73 | | 2025.05.29 | -1.70 | 18.14 | -1961.19 | | 2025.05.28 | -1.07 | 23.17 | -16243.91 | | 2025.05.27 | 10.08 | 20.00 | -187.09 | | 2025.05.26 | 9.98 | 16.68 ...

Group 1 - The company has developed nuclear-grade cable products applicable to controlled nuclear fusion [1] - The company is collaborating with relevant units to research and develop cable products for extremely complex nuclear fusion environments [1]

美的集团股份有限公司，成立于2000年，位于佛山市，是一家以从事通用设备制造业为主的企业。企业 注册资本765567.3083万人民币。通过天眼查大数据分析，美的集团股份有限公司共对外投资了122家企 业，参与招投标项目4137次，财产线索方面有商标信息5000条，专利信息5000条，此外企业还拥有行政 许可84个。 专利摘要显示，本发明公开了一种空调器，空调器包括：机壳组件、导风机构和电控盒，机壳组件形成 有出风口，导风机构设于出风口处且包括导风板和百叶机构，导风板可运动以打开和关闭出风口，百叶 机构设于导风板上且包括百叶组件和第一驱动组件，第一驱动组件用于驱动百叶组件运动，电控盒设于 机壳组件内，第一驱动组件与电控盒电连接且第一驱动组件与电控盒之间连接有连接线束，连接线束的 至少部分为柔性线束。根据本发明的空调器，百叶组件可以具有更大的偏转角度，利于增加空调器的扫 风面积，连接线束的至少部分为柔性线束，可以避免导风板相对于机壳组件运动过程中过度拉扯连接线 束产生损伤，利于提升第一驱动组件与电控盒之间电连接的稳定性。 天眼查资料显示，广东美的制冷设备有限公司，成立于2004年，位于佛山市，是一家以从事电气机 ...