财政部、税务总局发文，明确划转充实社保基金国有股权及现金收益运作管理税收政策 8连板天普股份：连续8个交易日内日收盘价格涨幅偏离值累计达到100%，如股价进一步异常上涨，可 能申请停牌核查 中国石油：控股股东拟将5.41亿股公司A股股份划转给中国移动通信集团有限公司 今日提示 今日有3799亿元7天期逆回购到期 第十届东方经济论坛将于9月3日至6日举行 重要新闻提示 4. 截至8月31日，共有1384家创业板上市公司披露2025年半年报。上半年，1384家创业板上市公司合计 实现营业收入2.05万亿元；合计实现净利润1505.42亿元。上半年创业板公司长期资产投资合计1822.32 亿元，同比增长9.43%。 财经新闻 1. 财政部9月2日消息，财政部、税务总局日前发布《关于划转充实社保基金国有股权及现金收益运作管 理税收政策的通知》。 通知明确，对承接主体在运用划转的国有股权和现金收益投资过程中，贷款服务取得的全部利息及利息 性质的收入和金融商品转让收入，免征增值税。将转让划转的国有股权及现金收益投资取得的收入，作 为企业所得税不征税收入。承接主体转让划转的非上市公司国有股权，免征承接主体应缴纳的印花税。 ...

每经AI快讯，有投资者在投资者互动平台提问：根据《印花税法》，充电服务合同不属于应税凭证税 目。请问公司的充电服务费收入是否缴纳印花税？如果不缴纳，请问公司的会计处理依据是什么？ （文章来源：每日经济新闻） 万马股份（002276.SZ）9月2日在投资者互动平台表示，公司充电服务费收入要缴纳印花税。 ...

Group 1 - The core viewpoint of the news is that Hunan listed companies are expected to achieve growth in both revenue and net profit by the first half of 2025, with over 70% of companies reporting profits [1][2] - In the first half of 2025, Hunan listed companies achieved a total revenue of 452.655 billion yuan, representing a year-on-year growth of 5.89%, and a net profit of 31.967 billion yuan, with a year-on-year increase of 12.12% [1] - The Hunan 50 Index, composed of 50 leading stocks, has seen a cumulative increase of approximately 20% this year, outperforming the Shanghai and Shenzhen indices for more than half of the time in the first half of the year [1] Group 2 - Times Electric (688187.SH) reported double-digit growth in both revenue and net profit in the first half of the year and announced its first interim dividend as part of a three-year shareholder return plan [2] - Saint Shine (688289.SH), a leader in in-vitro diagnostics, saw overseas business revenue grow by over 60% year-on-year, implementing a deep cultivation strategy in international markets [2] - Weisheng Information (688100.SH) integrated AI technology into its operations, launching 36 innovative products and solutions, generating revenue of 642 million yuan, which accounted for 47% of total revenue [2] Group 3 - The performance briefing held in Hunan is the first of its kind organized by the Shanghai Stock Exchange outside of Shanghai, aimed at enhancing compliance, business management, and market value management of listed companies [3] - The Shanghai Stock Exchange plans to leverage the advantages of its nurturing center to address challenges faced by listed companies and promote quality improvement and value recovery [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 合规说明 公司回购股份的时间、数量及集中竞价交易的委托时段、交易价格等均符合相关规定。公司未在重大事 项影响股价期间及其他规定禁止期间回购股份，且以集中竞价交易方式回购符合委托价格、交易时段等 要求。 安科瑞电气表示，将依据既定回购方案，结合后续市场情况继续推进回购，并按规定及时履行信息披露 义务，提醒投资者注意投资风险。 安科瑞电气股份有限公司于2025年9月2日发布回购股份进展公告，披露截至8月31日的回购情况及相关 调整事项。 回购计划回顾 2025年4月28日，安科瑞电气召开第六届董事会第十三次（临时）会议，审议通过回购公司股份方案。 公司拟动用不低于8000万元（含）且不超过15000万元（含）的自有资金，以集中竞价交易方式回购部 分股份，用于实施股权激励计划或员工持股计划。回购期限为自董事会审议通过方案之日起12个月内。 权益分派导致回购价格上限调整 2025年5月26日，公司实施2024年年度权益分派。依据《深圳证券交易所上市公司自律监管指引第9号 ——回购股份》和《回购报告书》规定，因公司在回购期内实施派息，自股价除权除息之日起，需相应 调整回 ...

（文章来源：证券日报） 证券日报网讯 9月2日晚间，白云电器发布公告称，公司于2025年8月1日审议通过《关于回购公司股份 方案的议案》，拟使用不低于1，000万元（含）且不高于2，000万元（含）的自有资金及自筹资金通过 集中竞价交易方式回购公司股份，并拟在未来适宜时机将回购股份用于员工持股计划及/或股权激励。 截至2025年8月31日，公司未实施股份回购。 ...

Summary of Key Points Core Viewpoint - The North Exchange has seen a decrease in trading volume and value, with a total of 274 listed companies as of August 31, 2025, and a notable decline in trading activity during the last week of August 2025 [2][3]. Trading Activity - As of August 31, 2025, the North Exchange had a total trading volume of 66.58 billion shares for the week, a decrease of 17.87% compared to the previous week [3]. - The total trading value for the same week was 1645.28 billion yuan, down 21.09% from the previous week [3]. - The average trading price was 24.71 yuan, reflecting a decrease of 3.92% [3]. - The North Exchange 50 Index fell by 1.63% to 1574.25 points, with 14 stocks rising and 36 falling [3]. New Listings and IPOs - One company, Shanghai Balanshi Automotive Testing Equipment Co., Ltd., successfully listed on the North Exchange on August 28, 2025, becoming the 274th listed company [8]. - Balanshi's stock price surged by 205.13% on its first trading day, closing at 48.15 yuan, with a total market capitalization of 39.48 billion yuan [8]. - The company aims to raise 300 million yuan for projects related to the intelligent transformation of automotive maintenance equipment [9]. Financial Performance - Balanshi reported revenues of 6.43 billion yuan, 7.94 billion yuan, and 10.57 billion yuan for the years 2022 to 2024, with net profits of 30.04 million yuan, 80.55 million yuan, and 129 million yuan respectively [10]. - In the first half of 2025, Balanshi's revenue grew by 5.65% to 540 million yuan, and net profit increased by 11.80% to 77.53 million yuan [10]. Upcoming IPOs - One company, Sanxie Electric Co., Ltd., opened for subscription on August 26, 2025, with a target to raise 159 million yuan for expansion and R&D projects [12][14]. - Sanxie Electric reported revenues of 2.87 billion yuan, 3.62 billion yuan, and 4.20 billion yuan from 2022 to 2024, with net profits of 26.98 million yuan, 48.64 million yuan, and 56.33 million yuan respectively [15][16]. Regulatory Status - As of August 31, 2025, there were 153 companies awaiting review on the North Exchange, with 140 under inquiry and 10 submitted for registration [5]. - No companies received IPO registration approval during the last week of August 2025 [17]. Company Developments - Jiangsu Jingchuang Electric Co., Ltd. passed the listing committee meeting on August 29, 2025, and plans to raise 175 million yuan for smart production upgrades [26]. - Zhejiang Kema Materials Co., Ltd. submitted its registration on August 26, 2025, aiming to raise 206 million yuan for environmental projects [20][21].

Core Insights - Hunan listed companies are expected to achieve revenue and net profit growth in the first half of 2025, with over 70% of companies reporting profits [1] - The Hunan 50 Index, comprising 50 leading companies, has seen a cumulative increase of approximately 20% this year, outperforming major indices for over half of the time [1] Financial Performance - In the first half of 2025, Hunan listed companies reported total revenue of 452.655 billion yuan, a year-on-year increase of 5.89%, and net profit of 31.967 billion yuan, up 12.12% [1] - The majority of companies, over 70%, reported profitability [1] Company Highlights - **China Railway Construction Heavy Industry (铁建重工)**: Achieved breakthroughs in multiple major equipment models in the national "two heavy" sectors, launching new products for high-altitude engineering projects [1] - **Times Electric (时代电气)**: Reported double-digit growth in both revenue and net profit, and initiated a mid-term dividend plan along with a three-year shareholder return plan [2] - **Saint Shine (圣湘生物)**: Experienced over 60% growth in overseas business revenue, implementing a deep cultivation strategy in international markets [2] - **Weisheng Information (威胜信息)**: Integrated AI technology into its operations, launching 36 innovative products and solutions, contributing 6.42 billion yuan to total revenue [2] Event Overview - The performance meeting was co-hosted by the Shanghai Stock Exchange, Hunan Securities Regulatory Bureau, and Hunan Provincial Financial Office, featuring executives from eight listed companies [3] - This event marked the first performance meeting held by the Shanghai Stock Exchange outside of Shanghai, aimed at enhancing compliance and business management among listed companies [3]

资金流向方面，今日该股主力资金净流入2.24亿元，其中，特大单净流入2.00亿元，大单资金净流入 2467.02万元。近5日主力资金净流入1.51亿元。 融资融券数据显示，该股最新（9月1日）两融余额为2.43亿元，其中，融资余额为2.42亿元，融券余额 为152.46万元。近5日融资余额合计增加27.94万元，增幅为0.12%。融券余额合计减少0.34万元，降幅 0.22%。 8月29日公司发布的半年报数据显示，上半年公司共实现营业收入15.25亿元，同比下降47.25%，实现净 利润-2.12亿元。（数据宝） 京运通(601908)今日涨停，全天换手率5.90%，成交额5.95亿元，振幅10.70%。龙虎榜数据显示，沪股 通净买入672.77万元，营业部席位合计净买入6697.36万元。 上交所公开信息显示，当日该股因日涨幅偏离值达10.57%上榜，沪股通净买入672.77万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.52亿元，其中，买入成交额为1.13亿 元，卖出成交额为3910.65万元，合计净买入7370.13万元。 具体来看，今日上榜的营业部中，沪股通为第二大买入营业部及第一 ...

Group 1 - The core transaction involved TBEA Co., Ltd. with a total of 360,000 shares traded, amounting to 4.77 million yuan, which represents 0.25% of the total trading volume for the day [1] - The transaction price was set at 13.25 yuan per share, reflecting a discount of 7.6% compared to the market closing price of 14.34 yuan [1] Group 2 - The transaction occurred on September 2, with CITIC Securities acting as the brokerage firm [2] - The trading volume was recorded at 36,000 shares, with a total transaction value of 477,000 yuan [2]

Group 1 - Samsung Medical (601567) announced on September 2 that it has been recommended as a candidate for the first batch of framework bidding projects for metering equipment by the Southern Power Grid Company for 2025 [1] - The expected bid amount for the project is approximately 274 million yuan [1]