今日导读 ·8月5日，央行等七部门联合印发《关于金融支持新型工业化的指导意见》。 ·7月，共有1298只私募证券投资基金完成备案，环比6月增长18%，创出近两年来月度备案数据的新 高。6月，共有1100只私募证券投资基金完成备案，环比增长26.44%，这意味着新备案私募基金数量已 经连续两个月增长。 上证精选 ·8月5日，央行等七部门联合印发《关于金融支持新型工业化的指导意见》。其中提出，促进数字经济 与实体经济深度融合。支持金融机构运用大数据、区块链、人工智能等科技手段，简化业务手续流程， 提高服务制造业特别是中小企业的效率。加强对5G、工业互联网、数据和算力中心等数字基础设施建 设的中长期贷款支持，积极运用融资租赁、不动产信托投资基金、资产证券化等方式拓宽数字基础设施 建设资金来源。 ·国务院新闻办公室将于2025年8月7日（星期四）上午10时举行国务院政策例行吹风会。 ·据国新网发布，国务院新闻办公室将于2025年8月7日（星期四）上午10时举行国务院政策例行吹风 会，请财政部副部长郭婷婷和教育部有关负责人介绍逐步推行免费学前教育政策有关情况，并答记者 问。 ·日前，国务院办公厅印发《关于逐步推行免费学 ...

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、准确性和完整性依法承担法律责任。 一、认证情况 中船（邯郸）派瑞特种气体股份有限公司（以下简称"公司"）近日收到日本GIGAPHOTON株式会社 （以下简称"GIGAPHOTON"）发来的合格供应商认证证书，公司光刻气产品（Kr/Ne、Ar/Ne/Xe）通过 了GIGAPHOTON的合格供应商认证，证书有效期至2030年7月23日。 二、日本GIGAPHOTON株式会社基本情况介绍 三、本次合格供应商认证对公司的影响 本次获得GIGAPHOTON光刻气产品（Kr/Ne、Ar/Ne/Xe）合格供应商认证，表明公司相关产品在纯度、 稳定性等核心性能指标上已满足国际高端半导体制造领域的严格要求。该认证是对公司技术研发实力和 产品质量控制体系的重要认可。获得此项认证，有助于公司拓展在高端半导体设备产业链中的业务机 会，提升在电子特种气体领域的市场竞争力，对公司拓展光刻气产品业务具有积极作用。 四、风险提示 公司本次获得GIGAPHOTON的合格供应商认证体现了光刻机激光设备厂商对公司光刻气产品的认可， 该认证本身并不 ...

【品大事】 中国重工：公司股票将连续停牌直至终止上市 实施换股吸收合并 中国重工公告，公司股票将自2025年8月13日起连续停牌，不再交易。2025年8月12日为公司股票 最后一个交易日。中国船舶拟以向中国重工全体换股股东发行A股股票的方式换股吸收合并中国重 工。公司已于8月5日发布异议股东现金选择权实施公告。现金选择权实施完成及公司终止上市后， 公司股东持有的公司A股股票将按换股比例转换为中国船舶所发行的A股股票，并在上海证券交易所 上市流通。 万科A：深铁集团向公司提供不超过16.81亿元借款 万科A公告，公司第一大股东深圳市地铁集团有限公司向公司提供不超过16.81亿元借款。此次借款 用于偿还公司在公开市场发行的债券本金与利息，以及经出借人同意的指定借款利息。借款期限不超 过3年。深铁集团已累计向公司提供借款226.88亿元（不含本次借款）。 2025.08. 05 8月5日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 上纬新材：如未来股票价格进一步上涨，公司可能再次申请连续停牌核查 上纬新材公告，公司股票价格自2025年7月9日至2025年8月5日累计上涨1 ...

Group 1 - Niuwei Co., Ltd. reported a net profit of 637 million yuan for the first half of 2025, representing a year-on-year increase of 30.47% [1] - The company achieved a total operating revenue of 3.404 billion yuan, up 19.96% year-on-year [1] - Niuwei specializes in the research, manufacturing, and sales of industrial valves [2] Group 2 - Shandong Haohua plans to acquire a 29% stake in Zhongyan Alkali Industry with a total investment of 2.32 billion yuan [2] - The company is involved in the production of soda ash and caustic soda [3] Group 3 - Dongfang Co., Ltd. announced a partnership with Dongfang Import and Export Company to develop overseas marketing business [38] - The company focuses on the research, production, and sales of light commercial vehicles and powertrains [38] Group 4 - Xinyuan Technology reported a net profit of 52.6 million yuan for the first half of 2025, a year-on-year increase of 10.70% [12] - The company achieved an operating revenue of 2.871 billion yuan, up 3.86% year-on-year [12] - Xinyuan provides one-stop custom development and production services for pharmaceutical companies and research institutions [12] Group 5 - Zhuhai Piano announced that its subsidiary won the operating rights project for the Baihuazhai scenic area, with an investment of no less than 400 million yuan over 20 years [21] - The company specializes in the research, manufacturing, and sales of pianos and digital musical instruments [21] Group 6 - Zhenghong Technology reported a sales revenue of 26.02 million yuan from pig sales in July, a year-on-year increase of 288.69% [16] - The company sold 63,000 pigs in total from January to July 2025, with a cumulative sales revenue of 109 million yuan, representing a year-on-year increase of 38.06% [16] - Zhenghong focuses on feed products and pig farming [17] Group 7 - ST Nuotai received the cGMP certification from Brazil's National Health Surveillance Agency for its production facility [15] - The company specializes in the research and development of peptide drugs and small molecule pharmaceuticals [15] Group 8 - Guizhou Moutai has repurchased a total of 3.4517 million shares, accounting for 0.2748% of its total share capital, with a total expenditure of 5.301 billion yuan [48][49] - The company is engaged in the production and sales of Moutai liquor and related products [49]

Core Insights - Company Zhongchuan Special Gas (688146.SH) has received a qualified supplier certification from Japan's GIGAPHOTON for its photolithography gas products (Kr/Ne, Ar/Ne/Xe), valid until July 23, 2030 [1][2] - GIGAPHOTON is a key player in the semiconductor photolithography field, focusing on the development and manufacturing of excimer laser machines and deep ultraviolet (DUV) and extreme ultraviolet (EUV) light sources [1] - The certification indicates that the company's products meet stringent international standards in purity and stability, enhancing its competitiveness in the high-end semiconductor manufacturing sector [2] Company and Industry Summary - The certification from GIGAPHOTON recognizes the company's technological research and development capabilities as well as its product quality control systems [2] - This achievement is expected to help the company expand its business opportunities within the high-end semiconductor equipment supply chain and positively impact its photolithography gas product business [2]

Group 1 - The company achieved profitability in H1 2023, with a revenue of 310 million yuan, a year-on-year increase of 10.52%, and a net profit attributable to shareholders of 55.8461 million yuan, marking a turnaround from losses [1] - The improvement in performance is attributed to increased sales of main products and a significant reduction in stock incentive expenses, which were 87.4036 million yuan in the same period last year due to the termination of the 2022 restricted stock incentive plan [1] - The gross profit margin for H1 2023 was 36.11%, an increase of 13.7 percentage points year-on-year, with notable growth in the gross profit margins of hydrogen, carbon dioxide, and fuel products [1] Group 2 - The company is focusing on its competitive advantage in the electronic specialty gas sector, having received supplier certification from GIGAPHOTON for its photolithography gas products [2] - The company plans to gradually expand production capacity based on market demand, targeting high-tech fields such as semiconductor, aerospace, and medical aesthetics [2] - In H1 2023, revenue from specialty gases was 6.021 million yuan, an increase of 8.74% year-on-year, accounting for 1.94% of total revenue [3] Group 3 - The Yizhang Kaimeite specialty gas project, which produces electronic-grade hydrogen bromide and iodine, has faced delays, with the expected operational status now pushed to April 30, 2026, due to land transfer delays [3] - As of June 30, 2023, the investment progress for this project was 67.07% [3]