亨通光电（600487）(600487.SH)海洋能源板块持续收获。 7月24日晚间，亨通光电发布公告，公司及控股子公司近期陆续收到项目《中标通知书》或签署项目合 同，确认中标国内外海洋能源项目，中标总金额高达15.09亿元。 长江商报记者注意到，截至2025年3月末，亨通光电拥有海底电缆、海洋工程及陆缆产品等能源互联领 域在手订单金额约180亿元；海洋通信业务相关在手订单金额约80亿元；PEACE跨洋海缆通信系统运营 项目在手订单超3亿美元。 目前，亨通光电大力发展海洋业务。2024年，亨通光电通过子公司江苏亨通高压海缆有限公司引入战略 投资者，海洋能源板块融资总额达25.9亿元。2024年，公司海洋能源与通信业务实现营收57.38亿元，同 比大增69.6%。 与此同时，公司业绩持续增长，2021年至2024年，其营收、净利润连续四年实现增长。亨通光电还具备 良好的财务状况。截至2025年3月末，公司货币资金达118.6亿元，其整体资产负债率保持在53.03%。 中标金额累计15亿 7月24日晚间，亨通光电发布公告，公司及控股子公司近期陆续收到项目《中标通知书》或签署项目合 同，确认中标国内外海洋能源项目， ...

Core Insights - The investment and financing market is showing signs of recovery, with a total of 151 financing cases this week, an increase of 7 from the previous week, and a total financing amount of approximately 438.51 billion RMB, up by 353.27 billion RMB from last week [3][4]. Financing Overview - This week, 78 financing events with disclosed amounts were reported, an increase of 10 from last week. The distribution of financing amounts shows a slight shift, with 11 events under 5 million RMB, 35 events between 5 million and 10 million RMB, and 6 events between 100 million and 500 million RMB [4][6]. - Notably, there was one financing event exceeding 1 billion RMB, which decreased by one from the previous week [4]. Notable Investment Events - **Smart Grid**: State Grid New Source completed a strategic financing of 365 billion RMB, marking the largest cash fundraising record in China's state-owned asset trading history. This funding aims to enhance the development of pumped storage business and is expected to leverage over 300 billion RMB in related project investments [6][7]. - **Humanoid Robots**: Zhongqing Robot recently completed over 1 billion RMB in Pre-A++ and A1 rounds of financing, with investors including Xiaopeng Motors and JD.com. The company plans to accelerate its development pace and increase production capacity by five times [7]. - **Cloud Computing**: Yuntian Changxiang secured over 100 million USD in D round financing, aiming to enhance its AI business ecosystem and expand computing power deployment in key regions [7]. - **Artificial Heart**: Tongxin Medical completed over 100 million USD in E round financing, focusing on international expansion and product innovation [8]. Industry Distribution - The financing events this week spanned 13 industries, with the top five being Information Technology, Equipment Manufacturing, Healthcare, Electronics, and Power Equipment & New Energy, accounting for 78.80% of total financing events [12]. - In terms of financing amounts, the leading industries were Power Equipment & New Energy, Equipment Manufacturing, Healthcare, Information Technology, and Electronics, which collectively accounted for 98.47% of the total financing amount [14]. Regional Distribution - The top five regions for financing events were Jiangsu, Beijing, Guangdong, Shanghai, and Zhejiang, accounting for 69.54% of total events. In terms of financing amounts, these regions accounted for 96.10% of the total [20][21]. Financing Rounds - This week, early-stage financing (Angel and A rounds) accounted for 64.90% of the total number of financing events, while strategic financing dominated the amount, making up 83.58% of the total [24]. Investment Institutions - A total of 174 investment institutions participated in financing this week, with Beijing Guoguan leading with 4 investments. Other active institutions included Honghui Fund and Baohua Innovation Investment [29]. Exit Situation - There were 25 public exit cases this week, an increase of 3 from the previous week, including 12 equity transfers and 4 mergers and acquisitions [31][34].

全国高校信息通信区域技术转移转化中心（江苏）探索科技成果转化新路径，"紫金山新质汇"科技成果 转化服务超市投运；中国电科院南京科研基地、英飞源华东研发基地等重大项目建设有序推进，菲尼克 斯、美埃、马波斯等一批外资企业增资扩产；"江宁政企通"智能客服上线，今年上半年江宁新增各类经 营主体1.97万户，总量达37.24万户，均位于全市首位、全省前列。 7月16日，南京召开全市产业攻坚汇报交流暨推进大会，对推动产业攻坚突破和产业强市建设进行动员 部署。仅用5天时间，江宁便全面优化产业攻坚的目标责任体系和政策"工具箱"，并于21日上午举行汇 报交流暨推进会，聚焦产业强市建设，率先按下产业攻坚"快进键"。参加活动并进行现场点评的市产业 专班负责人纷纷表示，江宁产业基础强、攻坚目标明、行动速度快，亮点频现，展现了江宁产业攻坚的 务实行动和过硬担当。 作为省市经济重镇，江宁是南京建设产业强市的主力军。放眼长三角、站位省市大坐标，江宁深知"打 头阵、勇争先、走在前、作示范"责无旁贷。上半年，江宁交出一份亮眼的"期中考试"成绩单，所有产 业都超额完成过半任务，规上工业产值、工业投资分别同比增长6.8%和13.6%，总量均居全市 ...

证券之星陆雯燕 停牌两个交易日后，金智科技（002090）(002090.SZ)关于控制权变更的筹划迎来最新进展。根据7月22 日晚披露的公告，南京智迪汇盈科技合伙企业(有限合伙)(下称"南京智迪")、浙江智勇股权投资合伙企 业(有限合伙)(下称"浙江智勇")拟合计受让16.01%股权，交易价款合计7.05亿元，南京智迪将成为新任 控股股东。 证券之星注意到，此次股权变更标志着金智科技将进入新的发展阶段，新能源行业资深企业家赵丹与电 子材料领域专家肖明将共同成为公司实控人，金智科技也由此改变无主状态。赵丹与肖明在技术、产业 资源上的协同，或将为金智科技注入新的增长动能，加速公司在"双碳"目标下的战略布局。 7.05亿转让16.01%股权，上市公司迎新主 公告显示，金智科技控股股东江苏金智集团有限公司(下称"金智集团")于7月22日与南京智迪、浙江智 勇签署了《股份转让协议书》，金智集团拟通过协议转让方式减持6413.2389万股股份，占公司总股本 的16.01%。 其中，金智集团向南京智迪转让公司股份3637.2398万股，占总股本的9.08%；向浙江智勇转让 2775.9991万股股份，占总股本的6.93% ...

7月22日午间涨停分析 智通财经7月22日电，今日午盘全市场共78股涨停，连板股总数54只，10股封板未遂，封板率为89%（不含ST股、退市股）。焦点股方面，上纬新材再度涨 停晋级10连板，刷新A股"20cm"个股连板纪录。大基建方向继续发力，钢铁股柳钢股份16天10板、水泥股四方新材12天7板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 筑博设计 | 2天2板 | 20.02% | 09:25 | 超级水电 | | 300564 | | | | | | 中国能建 | 2天2板 | 10.20% | 09:25 | 超级水电 | | 601868 | | | | | | 保利联合 | 2天2板 | 10.04% | 09:25 | 超级水电 | | 002037 | | | | | | 高争民爆 | 2天2板 | 10.01% | 09:25 | 超级水电 | | 002827 | | | | | | 易普力 | 2天2板 | 10.00% | 09:25 | 超级水电 | | 002096 | | | | | | ...

□ 南京日报/紫金山新闻记者 徐宁 在全国高校生物医药区域技术转移转化中心（江苏南京）生物医药公共服务平台，研发人员在实验室进 行检测实验。 通讯员 刘植花 南京日报/紫金山新闻记者 孙中元 摄 江北新区中科超精"麒麟刀"技术创新产业园区今年建成。该园区占地约116亩，是亚洲单体最大的光电 子放疗高端装备研发制造基地。 通讯员 郭煜 南京日报/紫金山新闻记者 孙中元 摄 7月16日下午召开的全市产业攻坚汇报交流暨推进大会，既是半年来产业强市建设的成果展示，更是一 次再动员、再部署。 本次大会释放鲜明信号——南京坚定不移加快推进现代化产业体系建设，进一步凝聚政企合力，深入实 施产业强市战略，推动产业攻坚大突破。 亮机制！以"1+4+6"为轴，形成全市攻坚合力 本次大会上，"1+4+6"被各部门、板块、企业频频提及。 其中，"1"代表2023年6月南京产业强市三年行动计划发布实施，建立市产业强市办公室；"4"代表今年3 月揭牌成立的人工智能（软件）、机器人、生物医药、新一代信息通信4个产业攻坚推进办公室；"6"代 表调整设立智能网联新能源汽车、低空经济（航空航天）、集成电路、智能电网、新材料、智能制造装 备6个产 ...

Core Insights - Jiangsu Province's Strategic Emerging Industry Fund (referred to as "Jiangsu Emerging Industry Fund") has officially launched its third batch of industry-specific funds, totaling 15.5 billion yuan [1] - The cumulative number of industry-specific funds established by the Jiangsu Emerging Industry Fund has reached 41, with a total scale of 106.9 billion yuan, marking a significant increase in capital capacity and achieving full coverage across all 13 districts in Jiangsu Province [1][2] - The notable cooperation fund is the 10 billion yuan Chengtong Science and Technology Investment Fund (Jiangsu), initiated by China Chengtong Holdings Group, which aims to deepen cooperation between central and local enterprises and promote the implementation of central enterprise industrial chains in Jiangsu [1] Fund Details - The third batch of industry-specific funds includes 5 funds with a total scale of 15.5 billion yuan, with 2 funds specifically targeting district-level industries in Xuzhou and Zhenjiang, totaling 4 billion yuan [2] - The 3 billion yuan Jiangsu Xuzhou Emerging Industry Special Mother Fund focuses on new energy, integrated circuits, new materials, green environmental protection, and safety emergency industries [2] - The 1 billion yuan Jiangsu Zhenjiang High-end Intelligent Manufacturing Industry Special Mother Fund is initiated by Zhenjiang State-owned Investment Holding Group [2] Investment Focus - The Jiangsu Emerging Industry Fund aims to guide capital towards innovative sources, supporting early and mid-stage technology projects and industrialization in strategic emerging industries such as new materials, advanced manufacturing, new generation information technology, and new energy [1][2] - The Jiangsu Agricultural Reclamation Group has initiated a 1 billion yuan Jiangsu Agricultural Reclamation Modern Biotechnology Industry Investment Fund, focusing on pharmaceuticals, biological agriculture, and specialty new foods [2] - A 500 million yuan Jiangsu New Intelligence Future Industry Angel Investment Fund, initiated by Jiangsu High Investment Group and Suzhou Innovation Investment Group, aims to support high-level talent innovation and entrepreneurship in future industries [3] Performance and Impact - Since its launch in June of last year, the Jiangsu Emerging Industry Fund has effectively supported the growth of strategic emerging industries and future industries in the province, with 36 funds totaling 91.4 billion yuan established and operational [3] - The fund has successfully attracted capital from major state-owned enterprises and leading investment institutions, with a total of 86 investment projects initiated [3]

Group 1: New IPOs - This week, there are two new stocks available for subscription: one on the Shanghai Stock Exchange and one on the ChiNext [1][2] - The Shanghai Stock Exchange new stock, Jiyuan Group (603262), has an issue price of 10.88 yuan and a price-to-earnings ratio of 25.95 times, compared to the industry average of 15.28 times [2] - The ChiNext new stock, Shanda Electric (301609), has an issue price of 14.66 yuan and a price-to-earnings ratio of 19.57 times, with the industry average at 19.03 times [2] Group 2: Jiyuan Group Overview - Jiyuan Group specializes in the research, innovation, and industrialization of dietary nutritional supplements and is the largest global supplier of HMB raw materials [2][6] - HMB, or β-hydroxy-β-methylbutyrate, is a metabolite of the essential amino acid leucine, promoting protein synthesis and reducing breakdown, thus enhancing strength and delaying muscle fatigue [2] - The company has established long-term partnerships with major brands such as Abbott, Blackmores, and Nutramax, covering markets in China, Asia, the US, Europe, Australia, and South America [2] Group 3: Financial Performance of Jiyuan Group - From 2023 to the first quarter of 2025, Jiyuan Group achieved revenues of 892 million yuan, 1 billion yuan, and 265 million yuan, with net profits of 160 million yuan, 174 million yuan, and 43 million yuan respectively [2] Group 4: Shanda Electric Overview - Shanda Electric focuses on the research and industrialization of smart products related to power systems, with two main business segments: smart grid monitoring and renewable energy [3] - The company’s leading products include fault recording monitoring devices and transmission line fault monitoring devices [3] Group 5: Financial Performance of Shanda Electric - From 2023 to the first quarter of 2025, Shanda Electric reported revenues of 549 million yuan, 658 million yuan, and 111 million yuan, with net profits of 103 million yuan, 127 million yuan, and 17 million yuan respectively [3] Group 6: Fundraising Plans - Jiyuan Group plans to raise a total of 544 million yuan for projects including the construction of a nutritional health raw material production base and a technology innovation center [3][5] - Shanda Electric aims to raise 597 million yuan for projects related to smart grid fault analysis and production of intelligent charging piles for new energy vehicles [3][5] Group 7: North Chip Life IPO - North Chip Life is set to present its IPO on July 18, focusing on innovative medical devices for cardiovascular disease diagnosis and treatment [4] - The company’s core products include the first domestically approved high-definition IVUS diagnostic system and FFR measurement system, filling a gap in the domestic market [4][5]

Group 1: Real Estate Sector - Huaxia Happiness experienced a limit-up due to supportive policies for the real estate sector and progress in debt restructuring, but the long-term outlook remains uncertain as the industry is still in a deep adjustment phase [3] - Investors are advised to wait for the company's mid-year report data before making decisions, as the recent price surge may be driven by market sentiment rather than fundamental recovery [3] Group 2: Digital Currency and AI - Zhongke Jincai's stock surged due to its involvement in digital currency and AI, particularly a partnership with banks to develop a cross-border payment platform, indicating potential growth [3] - However, the company reported a loss in the first half of the year primarily due to strategic investments, raising concerns about its financial sustainability despite the hype around its concepts [3] Group 3: New Energy and Virtual Power Plants - Xinlian Electronics saw a limit-up driven by a projected net profit increase of over 500%, largely attributed to financial asset gains, but also showing improvements in its core business [4] - The company's future performance will depend on order fulfillment and the competitive landscape within the virtual power plant sector, suggesting caution for investors considering entry [4] Group 4: Corporate Control Changes - Aowei New Materials' stock rose due to a change in control with Zhiyuan Robotics taking over, which could provide opportunities for transformation given its resources in smart manufacturing and AI [4] - Investors are advised to wait for the completion of the share transfer process and observe the new team's actions before making investment decisions [4] Group 5: General Investment Advice - Many stocks that surged today were influenced by policy benefits or industry trends, highlighting the importance of understanding the underlying reasons for price movements before investing [5] - Investors should assess whether the growth is based on actual performance or mere speculation, emphasizing a cautious approach to avoid potential pitfalls [5]

Group 1 - The market focus is on leading stocks, with Huayin Power experiencing a 2.99% increase and achieving 5 consecutive trading days of gains [1][2] - Solid-state battery concept stock Dadongnan has seen a 1.53% rise, marking 7 gains in 11 days [1][2] - The PCB sector's Jin'an Guoji has reached a trading limit increase of 9.99%, marking its 4th consecutive gain [1][2] Group 2 - Steel stock Liugang shares opened lower with a 1.15% decrease, despite having 5 gains in 6 days [1][2] - Other notable stocks include Honghe Technology with a 2.33% increase and 4 gains in 6 days, and Huaguang Huaneng with a 0.59% rise and 4 gains in 4 days [1][2] - The packaging and printing sector's Senlin Packaging opened with a 0.91% increase, while the photovoltaic sector's Yamaton and Yijing Optoelectronics saw minor increases of 0.28% and 1.66% respectively [1][2]