11天7板汇通集团：公司未参与雅鲁藏布江下游水电站建设项目 时空科技：实控人筹划公司控制权变更事项 继续停牌 抚顺特钢：锦程沙洲拟以5.6元/股要约收购公司5%股份 金盾股份：设立全资子公司 开展涵道推进器项目 神开股份：子公司拟1500万元战略投资山东未来机器人 浙数文化：聘任朱成永为公司首席技术官 铭普光磁：副总经理钱银博因个人原因辞职 南大光电：副总裁陈化冰因个人原因辞职 西部材料：王力波因工作变动辞去副董事长等职务 三丰智能：公司董事陈巍被监察立案并实施管护 亿田智能：拟与专业机构投资设立私募基金 西部黄金：拟16.55亿元收购新疆美盛矿业100%股权 上海医药：拟1.43亿元收购上实集团财务公司10%股权 恒瑞医药：拟收购控股子公司成都盛迪少数股东股权 东山精密：拟不超10亿美元投建高端印制电路板项目 飞龙股份：获上汽乘用车项目定点 预计销售收入超4亿元 广生堂：乙肝治疗一类创新药III期临床试验首例受试者成功入组 瑞贝卡：公司及控股股东因涉嫌信披违规遭证监会立案 *ST万方：因涉嫌信披违规遭证监会立案 飞马国际：收到业绩承诺补偿款约4.37亿元 协鑫集成：转让部分基金投资份额 宇邦新材：初步确定询 ...

智通财经7月25日晚间新闻精选 1、李强主持召开国务院常务会议，部署逐步推行免费学前教育有关举措。 2、证监会：严格限制可能对上市公司产生重大不利影响的同业竞争，进一步完善关联交易审议责任、 决策要求等。 4、广期所调整碳酸锂期货LC2509合约交易限额，单日开仓量不得超过3,000手。大商所调整焦煤期货 JM2509合约交易限额，单日开仓量不得超过500手。 5、债券基金或遭遇较大赎回压力，本周前四日，基金产品累计已卖出各类债券超2000亿元，其中7月24 日单日卖债近1000亿元。 6、首创证券：拟发行H股股票并在香港联合交易所有限公司上市。中国中免：上半年净利润26亿元 同 比下降20.81%。东山精密：子公司拟不超10亿美元投建高端印制电路板项目。11天7板汇通集团：公司 未参与雅鲁藏布江下游水电站建设项目。广生堂：乙肝治疗一类创新药奈瑞可韦GST-HG141 III期临床 试验首例受试者成功入组。 3、群智咨询测算，TV面板价格在供需双方博弈下7月补跌，预计8月开始将逐步止跌。 ...

07月16日，邮储银行拟出资百亿设立金融资产投资子公司；精工钢构中标沙特世界杯场馆项目，斩获 5.5亿元钢结构大单；全球知名消费电子品牌安克创新谋求国际化，正研究论证赴港融资。 以下是盘后公告精选：邮储银行：拟出资100亿元发起设立中邮金融资产投资有限公司 太极集团公告，拟以集中竞价交易方式回购公司股份，回购金额不低于8000万元且不超过1.2亿元，回 购价格不超过28.03元/股。回购股份将全部用于注销并减少公司注册资本。预计回购股份数量为285.41 万股-428.11万股，占公司总股本的0.51%-0.77%。广生堂：乙肝治疗一类创新药GST-HG131被药审中心 纳入突破性治疗品种名单并不代表能获批上市 邮储银行公告，中国邮政储蓄银行股份有限公司拟出资人民币100亿元发起设立中邮金融资产投资有限 公司，该公司将作为本行全资一级子公司管理，具体业务范围以有关监管机构批复为准。中邮投资将严 格遵循各项法律法规及监管规定，建立完善的公司治理结构，在做好风险管理基础上开展各项业务。精 工钢构：签约沙特5.5亿元吉达体育场及周边体育村项目项目将用于足球世界杯赛事 精工钢构晚间公告，近日，公司成功签约了沙特吉达体 ...

Market Performance - The Shanghai Composite Index rose by 0.48% to 3509.68 points, while the Shenzhen Component Index increased by 0.47% to 10631.13 points, and the ChiNext Index gained 0.22% to 2189.58 points, with the SSE 50 Index up by 0.62% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 151.53 billion yuan, with sectors such as real estate, coal, brokerage, steel, pharmaceuticals, and banking showing significant gains [1] DDR4 Market Insights - The price of DDR4 continues to rise due to the exit of major players like Micron, Samsung, and SK Hynix from the market, with the DXI index reaching 83072.69 points, reflecting a year-to-date increase of 86.1% [2] - Demand for niche DRAM is expected to remain strong, driven by a weak recovery in smartphones, PCs, IoT, and industrial control sectors, alongside ongoing domestic replacement trends [2] Copper Price Volatility - Following Trump's consideration of a 50% tariff on imported copper, COMEX copper prices surged to nearly $5.9 per pound, closing at $5.51 per pound, marking a daily increase of nearly 10% [3] - The divergence in price movements between COMEX and LME copper indicates potential for increased volatility in copper prices in the short term, with expectations of a return to fundamental and macroeconomic influences [3] Photovoltaic Industry Developments - The price of silicon materials has surged to approximately 45,000 yuan per ton, a 25% increase, as the industry responds to "anti-involution" policies [4] - The rise in silicon prices is expected to lead to price increases across the photovoltaic supply chain, including N-type silicon wafers and potentially batteries and components [4] Banking Sector Stability - The banking sector's foundation for "stable returns" has been strengthened, supported by macroeconomic and regulatory policies that enhance profitability stability [6] - The focus on low-valuation stocks and beta varieties is expected to continue, with institutional investors showing increased interest in stable return assets [6] Strategic Mineral Export Control - The Ministry of Commerce has initiated a special action to combat the smuggling and export of strategic minerals, including antimony and gallium, to prevent illegal outflows [8] Innovative Drug Developments - Guangshengtang's innovative drug GST-HG131 for hepatitis B treatment has been included in the list of breakthrough therapy products, indicating significant clinical advantages [9] Rare Earth Pricing Adjustments - Baotou Steel's announcement to adjust the price of rare earth concentrates to 19,109 yuan per ton (excluding tax) reflects ongoing changes in the pricing mechanism for rare earth products [10]