科新机电（300092）公告，预计2025年上半年净利润为约5000万元-5500万元，比上年同期的9697.74万 元下降43.29%-48.44%。 ...

| | | 债券代码：127037 债券简称：银轮转债 浙江银轮机械股份有限公司 浙江银轮机械股份有限公司（以下简称"公司"）于 2025 年 7 月 10 日召开第九届董 事会第二十六次会议，会议审议通过了《关于使用部分闲置募集资金进行现金管理的议 案》，同意公司使用总额不超过 4.38 亿元的暂时闲置募集资金进行现金管理。 根据《深圳证券交易所股票上市规则（2025 年修订）》 《深圳证券交易所上市公司自 律监管指引第 1 号——主板上市公司规范运作（2025 年修订）》等相关规定，本次现金 管理事项不涉及关联交易，并在公司董事会的审批权限内，无需提交公司股东大会审议。 现将相关事项公告如下： 一、募集资金的基本情况 经中国证券监督管理委员会《关于核准浙江银轮机械股份有限公司非公开发行股票 的批复》（证监许可〔2017〕63 号）核准，公司通过非公开发行方式向特定投资者发行 了人民币普通股（A 股）80,001,664 股，每股发行价格 9.01 元，实际募集资金总额为人 民币 720,814,992.64 元，扣除保荐和承销费人民币 12,974,669.87 元（含税）后，余额人 民币 707,840 ...

证券代码：301005 证券简称：超捷股份 超捷紧固系统(上海)股份有限公司 投资者关系活动记录表 完整、及时、公平，没有出现未公开重大信息泄露等情况。 编号 2025-015 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观其他 | | 参与单位名称及 | 1、上海睿沣私募基金管理有限公司 丁颖 | | | 2、中邮证券 虞洁攀 | | | 3、中信建投证券 籍星博 | | | 4、江苏省高投 张旭翔 | | 人员姓名 | 5、昀启投资 汲肖飞 | | | 6、硕和投资 黄羽潇 | | | 7、上海尘星 聂炜 | | | 8、证券日报 张文湘 | | | 9、上海研约信息科技有限公司 曹田 | | 时间 | 2025年7月10日下午13：30-15：30 | | 地点 | 子公司无锡超捷会议室 | | 上市公司接待人 员姓名 | 1、公司董事会秘书、财务总监 李红涛 | | | 2、公司证券事务代表 刘玉 | | | 1、公司汽车业务的基本情况介绍。 | | | 公司长 ...

Core Viewpoint - The legal opinion letter from Grandall Law Firm (Hangzhou) confirms that Hangzhou Linde Precision Machinery Co., Ltd. is qualified to implement the 2025 Restricted Stock Incentive Plan, which aims to attract and retain talent while aligning the interests of shareholders, the company, and core team members [4][24][30]. Group 1: Company Overview - Hangzhou Linde Precision Machinery Co., Ltd. has a registered capital of RMB 241.184 million and is classified as a foreign-invested listed company [7]. - The company was approved for its initial public offering of 60 million shares, which began trading on March 1, 2021, under the stock code "605060" [8]. Group 2: Incentive Plan Details - The 2025 Restricted Stock Incentive Plan aims to establish a long-term incentive mechanism to motivate directors, senior management, middle management, and core technical personnel [9][24]. - The plan proposes to grant a total of 1.708 million restricted shares, accounting for approximately 0.71% of the company's total share capital, with 1.652 million shares for initial grants and 56,400 shares reserved [10][13]. Group 3: Conditions and Compliance - The plan includes specific conditions for granting and lifting restrictions on the shares, which must be met for the incentive to be effective [18][19]. - The granting price for the restricted shares is set at RMB 10.27 per share, which is compliant with the regulations [17][24]. Group 4: Legal and Regulatory Compliance - The plan has undergone necessary legal procedures and has been reviewed by the company's remuneration committee, ensuring compliance with relevant laws and regulations [25][30]. - The company has committed not to provide financial assistance to the incentive recipients, ensuring that all funding for purchasing shares comes from the recipients themselves [28][30]. Group 5: Future Steps - The plan requires approval from the shareholders' meeting to become effective, and the company must continue to fulfill its legal obligations regarding information disclosure as the plan progresses [26][30].

Group 1 - The stock of沃尔德688028 has a comprehensive score of 55.57, indicating a strong performance [1] - The main cost analysis shows the following prices: current main cost at 21.58 yuan, 5-day main cost at 21.50 yuan, 20-day main cost at 21.06 yuan, and 60-day main cost at 21.33 yuan [1] - The stock has experienced one limit-up and one limit-down in the past year [1] Group 2 - Short-term resistance is at 21.69 yuan, while short-term support is at 21.25 yuan [2] - The market trend is currently unclear, with expectations for main funds to choose a direction [2] - The K-line pattern indicates potential upward movement, with signals for bottom reversal and continuation [2] Group 3 - On July 10, 2025, the net outflow of main funds was 91.14 thousand yuan, accounting for 3% of the total transaction volume [2] - The outflow includes 27.03 thousand yuan from super large orders, 64.11 thousand yuan from large orders, and 54.37 thousand yuan from retail investors [2] - Related industry sectors showed slight declines, including General Equipment at -0.32%, Industrial Mother Machine at -0.47%, OLED at -0.19%, and Cultivated Diamonds at -0.20% [2]

每日市场观察 2025 年 7 月 10 日 【今日关注】 周三指数微幅调整，成交额 1.53 万亿，比上一交易日增加约 600 亿。 行业涨跌各半，传媒、农业、银行等行业涨幅居前，有色、化工、电 子、军工等行业跌幅居前。 指数窄幅震荡，成交量保持在较高水平，多数行业的涨跌幅不大，但 盘中医药、军工、算力产业链等表现出较高的活跃度。指数已运行到 半年多以来形成的大箱体上沿。当前政策层面对市场稳定性更为重视， 市场预期层面对贸易战的影响正在脱敏，而中报季对行业景气度的关 注得到提升，而从成交量持续在较高水平，同时行业上涨范围较以往 扩大这些现象来看，资金层面也正在改善，技术层面，指数正面临对 前期高点的突破。综合来看，指数突破半年多以来箱体上沿的概率大 为增加。 银行板块指数再创新高，尤其大型国有银行非常强势，反应了长线资 金对这一板块的青睐。军工、玻纤、医药研发等多个板块虽有冲高回 落，但调整幅度有限，整体上保持了较高活跃度。PCB 板块有所调整， 但这一板块近期的上涨，主要是基于行业景气度的基本面变化，应该 有较高的其持续性，PCB 上游材料行业仍然处在强势上涨趋势当中，逢 回调可关注。 【市场回顾】 市场 ...

南方财经记者程浩 东莞报道 今年以来，东莞企业IPO受理迎来爆发式增长。上半年，沪深北交易所获受理的IPO东莞企业数量达到 11家，其中在审企业为8家。仅6月获受理IPO达5家，占比近五成。港股方面，今年东阳光药二次递表 港交所，计划以"介绍上市"方式在香港主板上市，东莞资本市场日趋多元化。 南方财经记者梳理发现，与往年相比，北交所成为今年东莞企业密集上市的主阵地。今年以来，汇兴智 造、华汇智能、东实环境、邦泽创科、腾信精密、天健新材和高义包装等7家东莞企业先后冲击北交所 IPO，占比超六成。除汇兴智造在今年2月终止IPO外，6家企业均已进入审核流程，审核重点聚焦企业 创新性与业绩可持续性。 同时，近年东莞持续实施企业上市"鲲鹏计划"，赋能科创制造强市建设，助力上市企业在资本市场乘风 破浪，"东莞板块"逐渐由大向强。 有投行人士认为，今年监管部门频频发声，提高资本市场对科技创新企业的支持力度，IPO市场逐步回 暖，为东莞科技型中小企业利用资本市场提供更为有力机遇。从过往多年情况来看，IPO受理数量在6 月份大增是一大常态，因IPO财务数据有效期为6个月，所以6月为IPO传统申报高峰。当下北交所上市 热情高涨， ...

江苏太平洋精锻科技股份有限公司 投资者关系活动记录表 编号：2025-007 | | ■特定对象调研□分析师会议 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 投资者关系 | □媒体采访□业绩说明会 | | | | | | | | □新闻发布会□路演活动 | | | | | | | 活动类别 | □现场参观 | | | | | | | | □其他（请文字说明其他活动内容） | | | | | | | 参与单位名称 | 民生证券：马天韵 | | | | | | | 及人员姓名 | 东吴证券：郭雨蒙 | | | | | | | | 东北证券：何晓航 | | | | | | | 时间 | 2025 7 13:30 | 年 | | 月 | 8 | 日 | | 地点 | 精锻科技二厂区 会议室 | | | | | | | 上市公司 接待人员姓名 | 董秘：董义 | | | | | | | | Q：可转债费用情况？ | | | | | | | | A：公司可转债截止 6 月底已转股接近一半，下半年可转债费用可以省 2000 | | | | | | | ...

Group 1 - Star Stone Investment recently conducted research on a listed company, Ice Wheel Environment, which focuses on providing advanced system solutions and lifecycle services in the energy and power sectors [1] - Ice Wheel Environment's main products include compressors and heat exchange devices, which manage thermal energy functions across a temperature range of -271℃ to 200℃ [1] - The company has successfully developed a helium compressor for ultra-low temperatures, used in superconducting magnet cooling systems for magnetic confinement nuclear fusion devices [1] - Ice Wheel Environment provides cooling equipment and heat exchange devices for data centers, with products listed in the national directory of advanced applicable technologies for green data centers [1] - The company is involved in the cooling and heating technologies for nuclear power plants and has participated in setting standards for nuclear refrigeration equipment [1] - Ice Wheel Environment has launched comprehensive thermal control solutions for industrial applications, focusing on efficient recovery and utilization of residual energy [1] - The company is also developing green energy system solutions for marine applications, including BOG re-liquefaction devices and ship carbon capture systems [1] - The company's competitive advantage lies in continuous technological innovation, supported by a nationally recognized enterprise technology center and multiple national awards [1] Group 2 - Star Stone Investment Management Co., Ltd. was established in 2007 and is one of the top private equity investment management companies in China [2] - The company has received numerous awards, including being the first Chinese private equity firm to win the Morningstar China Hedge Fund Award and to be included in the MSCI Global Hedge Fund Index [2] - Star Stone Investment focuses on long-only equity strategies and has built a strong research team of 40 professionals, employing a multi-faceted driving factor investment approach [2] - The investment decision-making process is led by a committee, with nine fund managers collaboratively managing all products to identify high-quality investment targets [2] - The company emphasizes talent development through a model of nurturing elite graduates, ensuring high team stability and strong cultural alignment [2] - Star Stone Investment has established a comprehensive company structure that includes investment research, market services, back-office operations, and compliance risk control [2] - The firm has been recognized by mainstream financial institutions and is the first private equity fund to serve as an investment advisor for bank wealth management products [2] - Star Stone Investment has developed a unique investment methodology tailored to the Chinese A-share market, focusing on multi-layered driving factors to achieve consistent excess returns [2]

| | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观其他 | | | 1、华西证券 庞博 | | 参与单位名称及 | 2、广发基金马英皓 | | 人员姓名 | 3、民生证券 崔若瑜 | | | 4、鹏华基金 周书臣、董威、赵花荣、胡颖 | | | 5、西南证券 叶泽佑 | | 时间 | 2025年7月9日上午10:00-11:30、下午14：00-15：10、15：45-16：50 | | 地点 | 公司会议室、腾讯会议 | | 上市公司接待人 员姓名 | 1、公司董事会秘书、财务总监 李红涛 | | | 2、公司证券事务代表 刘玉 | | | 1、公司在商业航天业务领域进展情况如何？ | | | 商业航天业务领域广阔，目前业务主要为商业火箭箭体结构件 | | | 制造，包括箭体大部段（壳段）、整流罩、燃料贮箱、发动机阀门 | | | 等。公司在2024年已完成产线建设，主要客户包括蓝箭航天、天兵 | | | 科技、中科宇航等商业航天火箭公司。目前已经批量交付客户整流 | | ...