登录新浪财经APP 搜索【信披】查看更多考评等级 【头条要闻】 "反内卷"升级！汽车、光伏、化工等多个行业应声而动 有A股公司直接减产 "太卷了，价格没有最低，只有更低。"华中地区一家锂电材料企业的相关负责人向证券时报记者诉苦， 目前公司开工率不到30%，"据我所知，行业不少企业都在盈亏线上挣扎"。锂电企业如今的境遇，正是 行业"内卷式"竞争带来的恶果。记者采访了解到，目前，多个行业已经掀起"反内卷"之战，部分行业 的"反内卷"已初显成效。 政府部门也在加快落实党中央、国务院决策部署。7月3日，工信部主持召开第十五次制造业企业座谈会 强调，聚焦重点难点，依法依规、综合治理光伏行业低价无序竞争，引导企业提升产品品质，推动落后 产能有序退出，实现健康、可持续发展。 特朗普称将致函各国通报关税税率 约100个国家可能会看到10%对等关税税率 美国总统特朗普周四表示，美国政府将于周五开始致函各国，具体说明它们对美国出口商品将面临的关 税税率，这与早些时候达成数十项单独协议的承诺明显转变。特朗普承认与170多个国家谈判的复杂 性，他在周四启程前往爱荷华州之前告诉记者，这些信件将一次发送给10个国家，列出20%至30%的 ...

Domestic News - The State Council has issued a notice to replicate and promote 77 pilot measures from the Shanghai Free Trade Zone, which will release institutional innovation dividends covering seven areas including service trade and goods trade [2][3] - The Ministry of Industry and Information Technology emphasized the need for lawful and regulated governance in the photovoltaic industry to eliminate low-price disorderly competition and promote the orderly exit of backward production capacity [3] - The Ministry of Commerce announced the formal launch of second-hand car export business nationwide, with requirements and procedures to be jointly developed by relevant departments by February 2024 [3] - The Ministry of Emergency Management has indicated that July marks the full onset of the flood season in China, with increased risks of natural disasters, particularly in northern regions [3] - The National Medical Products Administration has released measures to optimize the supervision of high-end medical device innovation, including special approval procedures and support policies for products based on brain-computer interface technology [3] - The China Passenger Car Association reported that retail sales of new energy vehicles reached 1.071 million units in June, a year-on-year increase of 25%, with a cumulative retail of 5.429 million units in 2023, up 32% [3] - Anhui Wenti Quantum Technology Co., Ltd. announced the successful development of China's first chip-level post-quantum password card, marking a breakthrough in the engineering application of quantum security technology [3] International News - The U.S. House of Representatives passed the "Big and Beautiful" tax and spending bill with a vote of 218 to 214, which is set to be signed by President Trump on July 4 [5] - The U.S. economy added 147,000 jobs in June, exceeding expectations of 117,500, with the unemployment rate dropping from 4.2% in May to 4.1% [5] - The U.S. trade deficit in May was reported at $71.5 billion, slightly above the forecast of $71 billion and up from $61.6 billion in the previous month [5] - The European Central Bank expressed concerns over economic growth prospects and inflation paths, indicating a slowdown in the eurozone's second-quarter economic growth due to increased uncertainties [5]

因公司控股股东、实际控制人夏继发、夏泽民正在筹划重大事项，该事项可能导致公司控制权发生变 更。公司股票（证券代码：605389，证券简称：长龄液压）将于2025年7月4日（星期五）上午开市起停 牌，预计停牌时间不超过2个交易日。 2025年7月3日，股东信泰人寿保险股份有限公司（以下简称"信泰人寿"）通过传统账户保险责任准备金 于二级市场增持公司690,900股股票，占公司总股本的0.01%。本次增持后，信泰人寿持有公司股份 345,431,662股，占公司总股本的5.00%。本次增持行为不涉及公司控股股东、实际控制人变更。 ▼聚焦三：*ST亚振：核查工作已完成 7月4日起复牌 今日看点 ▼聚焦一：长龄液压：实控人筹划控制权变更事项 7月4日起停牌 ▼聚焦二：华菱钢铁：获信泰人寿举牌持股比例达5% 公司股票于2025年6月17日至6月26日收盘价格涨幅偏离值累计达到29.43%。公司股票短期涨幅与同期 上证指数、家具制造业存在严重偏离。为维护投资者利益，公司就股票交易情况进行了核查。近日，公 司就相关事项进行了核查。鉴于相关核查工作已完成，经申请，公司股票将于2025年7月4日（星期五） 开市起复牌。 业绩精 ...

1、*ST亚振：完成股价核查，股票复牌。 2、长龄液压：实控人筹划重大事项，股票停牌。 3、上纬新材：控股股东筹划重大事项，股票继续停牌。 二、投资合作、经营状况 1、万科A：向深铁集团申请不超过62.49亿元借款。 一、停复牌 2、华菱钢铁：获信泰人寿举牌，持股比例达5%。 6、兴欣新材：拟投资8亿元建设年产15.3万吨多烯多胺系列产品一期项目。 7、中国核电：2025年上半年上网电量1151.04亿千瓦时，同比增长15.92%。 三、业绩变动 1、兄弟科技：预计上半年净利润6000万元-7000万元，同比增长325.00%-431.25%，公司部分维生素产 品价格同比上涨。 2、华银电力：预计半年度归母净利润1.8亿-2.2亿元，与上年同期相比将增加1.75亿-2.15亿元。 3、诺泰生物：预计2025年上半年净利润净利润为3亿元到3.3亿元，同比增加32.06%到45.27%。 4、渝开发：预计上半年净利润1.75亿元-2.25亿元，上年同期亏损3290万元，主要系公司转让朗福公司 1%股权，丧失控制权，合并层面剩余股权按公允价值重新计量确认投资收益2.4亿元所致。 晚间公告 3、航天晨光：恢复军队物资 ...

Group 1: Company Announcements - China Merchants Bank has received approval to establish a wholly-owned subsidiary, China Merchants Financial Asset Investment Co., with a registered capital of 15 billion yuan, aimed at market-oriented debt-to-equity swaps and equity investment pilot projects [3] - Aerospace Chengtong has had its qualification for military material engineering service procurement restored after completing internal investigations and appeals [4] - Funiu Co.'s controlling shareholder has obtained a loan commitment of up to 162 million yuan from Bank of China Fujian Branch to increase its stake in the company [5] - Jiete Bio plans to establish a partnership fund with a total investment of 50.01 million yuan, focusing on early and mid-stage biopharmaceutical projects [6] - ST Yazhen's stock will resume trading on July 4 after completing a review due to a significant price deviation [7] - Xingxin New Materials intends to invest approximately 800 million yuan in a project to produce 153,000 tons of polyolefin amine series products in the China-Malaysia Qinzhou Industrial Park [8] - Changling Hydraulic's controlling shareholder is planning a change in control, leading to a temporary suspension of trading [9] - Xinda Real Estate's affiliate will provide up to 240 million yuan for asset renovation projects, with a 7-year term and a 5% annual interest rate [10] Group 2: Major Contracts - China Electric Power Construction has signed a mining transportation project contract worth approximately 5.063 billion yuan in Guinea, with a total project duration of about 72 months [12] - China Oil Engineering's subsidiary has signed a contract worth 294 million USD (approximately 2.122 billion yuan) for the Atawi GMP pipeline project in Iraq, which will positively impact future revenues and profits [13] - Boshi Co. has entered into an outsourcing service contract with China National Petroleum Corporation, valued at 109 million yuan over a 3-year period [14] Group 3: Performance Updates - Poly Developments reported a 30.95% year-on-year decrease in June contract amount to 29.011 billion yuan, with a total of 145.171 billion yuan for the first half of the year, down 16.25% [16] - Huayin Power expects a net profit increase of 175 to 215 million yuan for the first half of 2025, driven by increased power generation and reduced fuel costs [17]

Core Viewpoint - The company plans to establish a wholly-owned or controlling subsidiary in the China-Malaysia Qinzhou Industrial Park to invest in the construction of a project with an annual production capacity of 153,000 tons of polyamine series products in three phases [1] Group 1: Project Details - The first phase of the project will require an investment of approximately 800 million yuan, with fixed asset investment around 720 million yuan and working capital of about 80 million yuan [1] - The construction cycle is set to be completed within 4 months after obtaining the real estate registration certificate, with project construction starting within 1 month after obtaining the construction permit [1] - The entire engineering construction is expected to be completed within 18 months after the start of construction, followed by equipment installation and commissioning to be completed within 3 months after construction completion [1] Group 2: Production Capacity - The project will primarily produce ethylenediamine, diethylenetriamine, triethylenetetramine, piperazine, and tetraethylenepentamine among other polyamine series products [1] - Upon reaching full production capacity in the first phase, the project is expected to achieve an annual output of 40,000 tons of ethylene amine series products [1]