Group 1: Manufacturing Achievements - Ningbo Yinzhou District has been awarded the highest honor in Zhejiang's manufacturing sector, the "Zhejiang Manufacturing Tiangong Ding," upgraded to the Gold Ding status, reflecting the strong manufacturing capabilities in the region [2] - The district boasts 25 national-level manufacturing champions, the highest among all counties, cities, and districts in Zhejiang Province [2] - Industrial investment in Yinzhou increased by 11.6% in the first five months of this year, with manufacturing investment growing by 9.9% [2] Group 2: Innovation and R&D - Zhejiang Tianmu Photovoltaic Technology Co., Ltd. launched a new film micro-inverter, which is easier to install and aesthetically pleasing, with expected domestic market orders reaching 100,000 units annually [3] - Ningbo Gaofa Automotive Control Systems Co., Ltd. invests over 4.5% of its annual revenue in R&D, with a total R&D expenditure of 180 million yuan over the past three years [3] - The district has 2,340 national-level high-tech enterprises and over 5,000 technology-based SMEs, both leading in Ningbo [3] Group 3: Digital Transformation - Ningbo Bowei Alloy Materials Co., Ltd. utilizes digital technology in its production processes, enhancing efficiency and connecting various stages of R&D through data and algorithms [4] - The district is actively developing artificial intelligence applications, with companies like Ningbo Anglin Intelligent Equipment Co., Ltd. creating innovative solutions for autonomous vehicles [6] Group 4: Economic Growth and Industry Development - High-tech industry added value in Yinzhou is expected to grow by approximately 7.8% year-on-year, with high-tech industry investment increasing by about 6.1% [7] - The district is focusing on developing key industrial clusters, including energy-saving and new energy vehicles, high-end new materials, and elevator components [7] - The "3+8+2" industrial chain strategy aims to enhance traditional industries while fostering emerging sectors like artificial intelligence and low-altitude economy [7] Group 5: Supportive Ecosystem - Yinzhou District is enhancing its business environment and innovation ecosystem to support high-quality development, including policies to boost private sector advantages [8] - The district has established 84 new district-level enterprise technology R&D centers in the first half of this year, with a total of 214 provincial-level R&D institutions [5] - Continuous efforts are being made to attract talent and optimize the policy framework to foster innovation and collaboration among enterprises [9]

4日，2025中国产业转移发展对接活动(江西)在南昌开幕。活动现场，12个产业转移重点合作项目签 约，签约金额超百亿元。 本次活动由工业和信息化部、江西省人民政府共同主办，以"共建产业生态，加速中部崛起"为主题，旨 在搭建高水平产业转移对接平台，集聚高端要素资源，打造一流产业承接环境，推动区域产业协作深化 升级，吸引全球优质资源汇聚赣鄱大地，为中部地区高质量发展注入强劲动能。 中部省份江西联通东西、承接南北、通江达海，区位优势得天独厚，工业体系较为完备，制造业基础比 较坚实。近年来，该省立足区位优势和产业基础，积极承接国内产业梯度转移。 当天签约的项目，涉及先进装备制造、电子信息、新能源等重点产业领域。其中，上海海立电器有限公 司与江西南昌经开区签约建设海立冷暖空调压缩机数智工厂及先进电机研发试制中心项目。 "从黄浦江畔到赣江之滨，海立一路见证着江西这片红土地的澎湃活力。"作为新签约客商代表，上海海 立电器有限公司副总裁郁冲说，产业转移绝非工厂的简单搬迁，而是产业链、价值链的深度重构与能级 跃升。 本次活动吸引了包括世界500强、中国500强、制造业500强、民营企业500强在内的众多重量级企业参 会。除开幕 ...

河南日报记者 王延辉 上汽乘用车郑州基地第二工厂总装车间。 河南日报记者 王延辉 摄 几秒钟，几十秒钟，能干什么？ 置身郑州海立的生产车间，生产线上机械臂上下翻飞，在线AI视觉检测、工业物联网、人工智能等先进 技术的应用，使自动化率达75%以上，加工精度控制在千分之一毫米级，是名副其实的数智化互联工厂。 6月28日，记者走进全省唯一的"五星级先进制造业开发区"——郑州经开区，实地见证并感受到了分秒间 的智造力。 6.5秒，生产一台空调压缩机——这是郑州海立电器有限公司创造的可能。 上汽动力科技（郑州）有限公司总经理，郑州基地党委书记、总经理丁波坦言："今年整个基地产量预计 增至50万辆，带动周边配套企业产值迈上新台阶，促进河南新能源汽车产业进一步做大做强。" 制造业是实体经济的根基。省委十一届九次全会提出，要抓好产业转型升级和因地制宜发展新质生产 力，奋力建设制造强省、数智强省。 分秒之间拼实力。发展先进制造业，河南正用分秒之力重塑"产业坐标"。 郑州海立电器有限公司由海立股份与海尔空调共同投资设立，建设空调压缩机工厂。整个压缩机项目 2023年4月开建，项目开建一年内便实现投产。"今年有望累计量产500万台 ...

来源：e公司 继6月30日晚间发布股票交易严重异常波动公告后，长城军工（601606）7月1日晚间再度提示 风险。 盘面上，7月1日该公司股价午后再度冲至涨停，报收31.96元/股，单日涨幅10.02%。这已是该公 司股价近10个交易日来收获的第8个涨停板。 7月1日晚间公告中长城军工表示，截至当日收盘，公司股票连续10个交易日内（2025年6月18日至 7月1日）4次出现《上海证券交易所交易规则》规定的同向异常波动情形，根据有关规定，属于股票 交易严重异常波动情况。 目前，公司股票波动严重异常，存在市场情绪过热的情形，可能存在非理 性炒作，公司股票击鼓传花效应十分明显，交易风险极大，存在短期大幅下跌的风险。敬请广大投资 者理性投资，注意投资风险。 经测试，长城军工股票近10个交易日累计涨幅达131.76%，同期国防军工（申万）行业指数累计涨 幅为9.25%，同期上证指数累计上涨1.68%；公司股票短期涨幅严重高于同期行业指数及上证指数 涨幅，但公司基本面没有重大变化，也不存在应披露而未披露的重大信息。截至2025年7月1日收 盘，公司股票收盘价处于历史高位；当日成交额46.94亿元，成交量较大。 此外，根据 ...

据中国人民银行征信中心消息，根据《国家发展改革委关于进一步降低征信服务收费标准的通知》，中国人民 银行征信中心自2025年7月1日起全面执行征信服务新收费标准。个人柜台查询自身信用报告，每年前2次免 费，自第3次起的收费标准为每次5元。个人通过互联网查询自身信用报告免费。 国家发改委：国内汽、柴油价格每吨分别上涨235元和225元 国家发改委消息，根据近期国际市场油价变化情况，按照现行成品油价格形成机制，自2025年7月1日24时起， 国内汽、柴油价格每吨分别上涨235元和225元。 ★ 宏观动态 ★ 央行征信中心：征信服务新收费标准7月1日正式实施 关税。对此，日本内阁官房长官林芳正今天（7月1日）表示，他不会对美国总统或美国官员的每一项声明进行 评论，但日本不会在与美国的贸易谈判中牺牲农业部门的利益。不过林芳正拒绝透露目前日美贸易谈判的具体 细节。 ★ 金融机构 ★ 国融基金：副总经理兼财务负责人陈祎杰离任 7月1日国融基金公告称，副总经理兼财务负责人陈祎杰离任，该事项经国融基金第三届董事会第十八次会议审 议通过，并按有关规定进行报备。 充电宝上高铁要符合哪些条件？国铁集团回应 据央视新闻，民航局禁止携带 ...

证券代码：601606 证券简称：长城军工 公告编号：2025-028 安徽长城军工股份有限公司 股票交易严重异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 全文内容详见上海证券交易所网站 （www. sse.com.cn）。 重要内容提示： ● 截至2025年6月30日收盘，安徽长城军工股份有限公司（以下简称"长城军工" 或"公司"）股票连续10个交易日内（2025年6月18日至6月30日）收盘价格涨幅偏离 值累计超过100%，根据《上海证券交易所交易规则》有关规定，属于股票交易严重异 常波动情况。目前，公司股票波动严重异常，存在市场情绪过热的情形，可能存在非 理性炒作，公司股票击鼓传花效应十分明显，交易风险极大，存在短期大幅下跌的风 险。敬请广大投资者理性投资，注意投资风险。 ● 经公司自查并向控股股东及实际控制人核实，不存在应披露而未披露的重大事 项。公司特别提醒广大投资者，注意二级市场交易风险。 ● 相关风险提示： 股票短期涨幅严重高于同期行业指数及上证指数涨幅，但公司基本面没有重大变化，也 不存在应披露 ...

Core Viewpoint - Longcheng Military Industry (601606.SH) has experienced significant stock price volatility, with a cumulative increase of over 100% in share price from June 18 to June 30, leading to seven consecutive trading days of price limits [2][4]. Group 1: Stock Performance and Announcements - Longcheng Military Industry announced that its controlling shareholder and actual controller have not planned any major asset restructuring, share issuance, or acquisitions [4]. - The company reported a stock price increase that began on June 18, resulting in a significant upward trend in its stock price [2][3]. - The company has clarified that the recent asset restructuring of its indirect controlling shareholder, China Weapon Equipment Group, does not involve Longcheng Military Industry [4]. Group 2: Financial Performance - Longcheng Military Industry has been in a loss position, reporting a net profit of approximately -360 million yuan for 2024 and -50 million yuan for the first quarter of this year [6]. - The company has indicated that its production and operational activities are normal, with no significant changes affecting stock trading [6]. - The company’s revenue in the equipment manufacturing sector decreased by 8.33% year-on-year due to pricing adjustments based on customer evaluations and increased R&D expenses [7]. Group 3: Market Valuation - As of June 30, the weighted average rolling price-to-earnings (P/E) ratio for industry peers is 293.25 times, while Longcheng Military Industry's P/E ratio is negative due to losses [8]. - The weighted average price-to-book (P/B) ratio for industry peers is 4.76 times, whereas Longcheng Military Industry's P/B ratio stands at 9.69 times, indicating a higher valuation compared to its peers [8].

长城军工（601606）发布股票交易严重异常波动公告，目前，公司股票波动严重异常，存在市场情绪过 热的情形，可能存在非理性炒作，公司股票击鼓传花效应十分明显，交易风险极大，存在短期大幅下跌 的风险。公司目前主营业务分为特品业务与民品业务两部分，以特品业务为主。民品业务主要包括预应 力锚固系列、高铁和城市轨道减振器等零部件(铸件)、汽车空调压缩机等汽车零部件系列、塑料制品系 列等产品的研发、生产和销售。经公司自查，目前生产经营活动正常，日常经营情况未发生重大变化， 不存在影响公司股票交易异常波动的重大事项。 ...

Core Viewpoint - The company, Great Wall Military Industry (601606.SH), has reported that its daily operations have not undergone significant changes, despite the stock experiencing abnormal trading fluctuations and potential short-term risks of a sharp decline [1] Group 1: Business Overview - The company's main business is divided into two segments: specialty products and civilian products, with specialty products being the primary focus [1] - Civilian products include pre-stressed anchoring series, high-speed rail and urban rail dampers, automotive air conditioning compressors, and plastic products, which are involved in research, production, and sales [1] Group 2: Stock Performance - The company conducted a self-inspection and confirmed that its production and operational activities are normal, with no significant events affecting the abnormal stock trading fluctuations [1] - The stock price has seen a significant short-term increase, outpacing the industry index and the Shanghai Composite Index, indicating a potential overheating market sentiment and high speculation risk [1] - As of June 30, 2025, the closing stock price was 29.05 yuan per share, which is at a historical high, suggesting a risk of a sharp decline in the short term [1]

Core Viewpoint - North Special Technology plans to raise up to 300 million yuan through a simplified procedure for a private placement of A-shares, with the funds allocated for the construction of a planetary roller screw production base in Thailand, seizing opportunities in the humanoid robot development sector [1][2] Company Overview - North Special Technology's main business includes the research, production, and sales of automotive parts, specifically in three segments: chassis components, aluminum alloy lightweighting, and integrated thermal management systems [1] - The company reported a revenue of 2.024 billion yuan and a net profit of 71.44 million yuan for 2024, with year-on-year growth rates of 7.57% and 40.43% respectively. In the first quarter of 2025, revenue and net profit reached 542 million yuan and 23.06 million yuan, reflecting growth rates of 10.73% and 40.31% [1] Industry Insights - The private placement aims to capitalize on the development opportunities of planetary roller screws, expanding product lines and enhancing technological capabilities, while promoting domestic substitution in the manufacturing sector [2][4] - Planetary roller screws are characterized by high transmission efficiency, stability, rapid response, and precision, making them suitable for applications in precision machine tools, aerospace, robotics, and the automotive industry [2] - The production of planetary roller screws involves complex processes such as material heat treatment, straightening, turning, grinding, and flaw detection, which aligns with the company's existing expertise in precision metal components [3] Market Dynamics - The planetary roller screw market is currently dominated by a few international players, with domestic enterprises still in the early stages of industrialization and heavily reliant on imports [4] - The implementation of the fundraising project is expected to accelerate the company's industrialization capabilities in planetary roller screws, breaking the previous monopoly of a few global suppliers and advancing the domestic substitution process [4] - As industrialization progresses, the costs of planetary roller screws are anticipated to decrease, facilitating their application in high-end manufacturing, aerospace, and new energy vehicles, thereby promoting the transformation of the manufacturing sector towards high-end and intelligent solutions [4]