市场表现方面，8月19日获融资净买入超1000万元个股平均上涨3.55%，涨幅居前的有万通液压、鼎智 科技、纳科诺尔，分别上涨16.41%、10.50%、7.48%， 下跌的有4只，跌幅居前的有艾融软件、并行科 技、国子软件。 活跃度来看，获融资净买入超1000万元个股8月19日加权平均换手率为14.69%，换手率居前的有海能技 术、国子软件、流金科技等，日换手率分别为33.83%、28.51%、23.06%，当日北交所股票日均换手率 为8.39%。（数据宝） 8月19日融资余额增加居前的北交所股票 截至8月19日，北交所融资融券余额合计74.16亿元，较前一交易日增加4.23亿元，其中，融资余额74.15 亿元，较前一交易日增加4.23亿元，为连续2个交易日增加；融券余额为78.11万元，较前一交易日增加 6.37万元。 证券时报·数据宝统计显示，截至8月19日，北交所股票中，融资余额居前的为锦波生物、曙光数创、艾 融软件，最新融资余额分别为3.60亿元、2.17亿元、1.99亿元，从最新融资余额占流通市值比例看，算 术平均值为1.25%，最新融资余额占流通市值比例居前的有万源通、巨能股份、利通科技等，占比 ...

Core Insights - The total compensation for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average salary of 814,800 yuan [1] - The average salary for CFOs in the machinery and equipment-engineering machinery sector is approximately 926,100 yuan, with the highest salary being 4.51 million yuan for Liu Hua of Sany Heavy Industry [1] - There is a notable discrepancy between CFO compensation and company performance, with some CFOs receiving significant salary increases despite declines in company profits [7] Salary Distribution - The majority of CFOs earn between 500,000 and 1 million yuan, totaling 13 individuals, which accounts for 45% of the group [1] - The highest salary among CFOs with a master's degree is 1.48 million yuan, while those with a bachelor's and associate degrees earn an average of 682,200 yuan and 759,500 yuan, respectively [5] Age Structure - The average age of CFOs is approximately 50.79 years, with the largest age group being 50-59 years, comprising 45% of the total [3] - The oldest CFO is Lin Jie from Jindao Technology at 67 years old, while the youngest is Li Jianhui from Wantong Hydraulic at 34 years old [3] Performance and Compliance - There are instances of CFOs receiving salary increases despite their companies experiencing profit declines, such as Yang Juan from Construction Machinery, whose salary increased by 68% while the company's net profit dropped by 32.7% [7] - Two CFOs received warnings or public notifications for compliance issues in 2024-2025 [7][8]

中国经济网北京8月11日讯万通液压(830839.BJ)近日披露《股东拟减持股份的预披露公告》。 其中孔祥娥、王刚、王梦君拟减持数量均不高于250,000股，各占公司总股本的0.21%；景传明拟减持数 量不高于100,000股，占公司总股本的0.08%；苏金杰拟减持数量不高于10,000股，占公司总股本的 0.01%；冯绪良拟减持数量不高于56,250股，占公司总股本的0.05%；袁茂军拟减持数量不高于37,500 股，占公司总股本的0.03%；于善利、崔飞龙拟减持数量均不高于75,000股，各占公司总股本的0.06%； 厉建慧拟减持数量不高于30,000股，占公司总股本的0.03%。 截至公告披露日，孔祥娥持有万通液压16,102,500股，占公司总股本的比例为13.51%；王刚持有公司 17,850,000股，占公司总股本的比例为14.97%；王梦君持有公司10,723,500股，占公司总股本的比例为 9.00%；景传明持有公司450,000股，占公司总股本的比例为0.38%；苏金杰持有公司75,000股，占公司 总股本的比例为0.06%；冯绪良持有公司225,000股，占公司总股本的比例为0.19%；袁 ...

证券代码：830839 证券简称：万通液压 公告编号：2025-059 山东万通液压股份有限公司 股东拟减持股份的预披露公告 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误导 性陈述或重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 （一） 单个主体拟在 3 个月内集中竞价方式减持股份总数是否超过公司股份总 数 1% | 股东名称 | 股东身份 | 持股数量 | 持股比例 | 当前持股股份来 | | --- | --- | --- | --- | --- | | | | （股） | （%） | 源 | | 孔祥娥 | 控股股东、实际控制人 | | | 北交所上市前取 | | | 的一致行动人、持股 | 16,102,500 | 13.51% | | | | 5%以上股东 | | | 得 | | 王刚 | 控股股东、实际控制人 的一致行动人、持股 | 17,850,000 | 14.97% | 北交所上市前取 | | | 5%以上股东、董事、 | | | 得 | | | 高级管理人员 | | | | | 王梦君 | 控股股东、实际控制人 的一致行动人、持股 | | | 北交所上市前取 ...

Core Insights - The report predicts that the North Exchange 50 Index will undergo component adjustments on September 11, 2025, with a review cutoff date of July 31, 2025 [3] - The predicted additions to the North Exchange 50 Index include Xingtu Measurement Control, Wanyuantong, Kanglwei, Lintai New Materials, and Juxing Technology, while Tianfangbiao, Huami New Materials, Haosheng Electronics, Chuangyuan Xinke, and Gebijia are expected to be removed [3][4] - Historical data indicates that, prior to adjustments, the average return of newly added stocks outperformed the index in 9 out of 11 instances, with an average excess return of 4.8%, while stocks being removed underperformed in 9 instances with an average excess return of -2.7% [3][8] Component Adjustments - The average daily trading volume and total market capitalization over the past six months were used to determine the adjustments, with specific metrics for each stock listed [3][4] - The predicted new components have varying average daily trading volumes, with Kanglwei at 632.9 million yuan and Lintai New Materials at 145.06 million yuan [4] - The report also lists potential candidates for inclusion, such as Yizhi Moyu, Wantong Hydraulic, Leishen Technology, and Wuhan Land Electric [3][4] Impact of Index Adjustments - The North Exchange 50 Index product size reached 11.162 billion yuan, accounting for 8.86% of the free float market capitalization, indicating a growing trend in index-based investments [3][11] - The report calculates the impact coefficients for the stocks being added and removed, with Kanglwei having the highest impact coefficient at 3.46, followed by Lintai New Materials at 2.17 [3][11] - The report emphasizes the importance of monitoring stocks with high impact coefficients as the adjustment date approaches [3]

Group 1 - The central government emphasizes the high-quality development of the marine economy, with the national marine GDP expected to reach 11.18 trillion yuan in 2025, reflecting a year-on-year growth of 5.9% in 2024 [4][11][20] - The marine economy's contribution to the national GDP is projected to be 7.8%, with 15 marine industries achieving a total added value of 4.3733 trillion yuan in 2024, growing by 7.5% [21][22] - The deep-sea technology sector is identified as a key area for development, with significant investments and strategic initiatives aimed at enhancing capabilities in underwater observation, construction, and resource extraction [9][30][31] Group 2 - The report identifies 11 companies within the deep-sea economic industry chain listed on the Beijing Stock Exchange, including Audiwei (ultrasonic underwater ranging sensors), Wantong Hydraulic (hydraulic cylinders for offshore drilling platforms), and Klete (ventilation and air treatment systems) [40] - The marine engineering equipment manufacturing industry in China is experiencing a recovery, with an expected added value of 112.6 billion yuan in 2025, following a growth of 9.1% to 103.2 billion yuan in 2024 [30][33] - The report highlights the increasing market interest in deep-sea technology, with emerging sectors such as deep-sea energy storage and carbon sequestration expected to drive future growth [31][32]

Core Viewpoint - The A-share engineering machinery sector experienced a significant rally, with notable stocks such as Southern Road Machinery hitting the daily limit, and Wantong Hydraulic rising over 6% [1] Company Performance - Southern Road Machinery reached the daily limit, indicating strong investor interest and confidence in the stock [1] - Wantong Hydraulic saw an increase of over 6%, reflecting positive market sentiment towards the company [1] - Other companies in the sector, including Zhongji United, Xugong Machinery, and Sany Heavy Industry, also experienced upward movements in their stock prices, contributing to the overall sector rally [1]

Group 1: Investor Relations Activities - The company conducted an online investor communication meeting on June 13, 2025, with participation from various investment firms including 华夏基金, 泰康资产, and 红杉中国 [3] - The meeting was attended by the company's board members, including the Vice General Manager and Board Secretary, Ms. Wang Mengjun [3] Group 2: Product Applications in Autonomous Driving - The company has developed oil-gas suspension products for application in the autonomous and intelligent driving sectors, showcasing their potential [4] - In May 2025, the company participated in the global launch of the first 100 unmanned electric mining trucks, providing a full oil-gas suspension system and an integrated intelligent weighing system [4] Group 3: Competitive Advantages of Oil-Gas Spring Products - The company has a strong design matching capability, covering various vehicle types, including non-road wide-body mining vehicles and multi-axle heavy transport vehicles [5] - The company emphasizes quality control, cost management, and timely service, enhancing its market competitiveness [5] Group 4: Wind Power Applications - The company signed a strategic cooperation agreement with 盘古智能 in March 2025 to develop hydraulic systems for wind power [6] - Hydraulic cylinders are crucial in wind turbine systems, with a typical wind turbine requiring 14-18 hydraulic cylinders, which account for approximately 35%-45% of the system's value [7] Group 5: Electric Cylinder and Screw Products - The company's electric cylinders are primarily used in the military sector, with ongoing R&D efforts in advanced electric cylinder technologies [8] - The company is exploring new markets in industrial automation and humanoid robotics, focusing on the development of precision components like planetary roller screws [8]

证券代码：830839 证券简称：万通液压 公告编号：2025-057 山东万通液压股份有限公司 股权激励计划限制性股票解除限售公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 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 担个别及连带法律责任。 一、本次股票解除限售数量总额为 157,500 股，占公司总股本 0.1321%，可 交易时间为 2025 年 6 月 4 日。 二、本次股票解除限售的明细情况及原因 单位：股 | 9 | 厉建慧 | 否 | 财务负 | D | 0 | 12,500 | 高管锁 | 0.0000% | 93,750 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 责人 | | | | 定股 | | | | 10 | 王孝龙 | 否 | - | D | 12,500 | 0 | - | 0.0105% | 25,000 | | 11 | 秦刚 | 否 | - | D | 12,500 | 0 | - | 0.0105% | 25,000 | | 1 ...

证券代码：830839 证券简称：万通液压 关于山东万通液压股份有限公司 向特定对象发行可转换公司债券申请文件的 审核问询函的回复 保荐机构（主承销商） 1 北京证券交易所： 贵所于 2025 年 4 月 24 日出具的《关于山东万通液压股份有限公司向特定对 象发行可转换公司债券申请文件的审核问询函》（以下简称"审核问询函"）已 收悉。山东万通液压股份有限公司（以下简称"万通液压"、"发行人"或"公 司"）会同长江证券承销保荐有限公司（以下简称"长江保荐"或"保荐机构"）、 北京市中伦律师事务所（以下简称"发行人律师"）、和信会计师事务所（特殊 普通合伙）（以下简称"申报会计师"）对审核问询函所列问题进行了逐项核查 和落实，现回复如下，请予审核。 如无特别说明，本回复中的相关用语与《山东万通液压股份有限公司向特定 对象发行可转换公司债券募集说明书》中的含义相同。本回复中若出现总计数尾 数与所列数值总和尾数不符的情况，均系四舍五入所致。 本审核问询函回复中的字体代表以下含义： | 问询函所列问题 | 黑体 | | --- | --- | | 对问询函所列问题的回复 | 宋体 | | 涉及申请文件补充披露或修改的 ...