Company Performance - The stock price of Sanwei Equipment reached a historical high, increasing by 19.17% to 16.10 yuan, with a trading volume of 6.0998 million shares and a transaction amount of 89.8463 million yuan, resulting in a turnover rate of 9.71% [2] - The latest total market capitalization of the company is 1.932 billion yuan, with a circulating market capitalization of 1.011 billion yuan [2] - The company's Q1 report shows a revenue of 61.6605 million yuan, representing a year-on-year growth of 20.77%, and a net profit of 7.5599 million yuan, with a year-on-year increase of 61.46% [2] Industry Overview - The overall decline in the basic chemical industry is 0.15%, with 151 stocks rising, including Sanwei Equipment, *ST Jintai, and Zhongxin Fluorine Materials, which saw increases of 19.17%, 12.32%, and 9.99% respectively [2] - Conversely, 256 stocks in the industry experienced declines, with Yuanchen Technology, Fuheng New Materials, and Nanjing Julong showing decreases of 6.37%, 5.62%, and 5.37% respectively [2] Financing Data - As of August 6, the latest margin trading balance for Sanwei Equipment is 3.3501 million yuan, with a financing balance of 3.3501 million yuan, reflecting an increase of 74,600 yuan over the past 10 days, which is a 2.28% increase [2]

Market Overview - On August 6, the rubber sector rose by 2.28%, with Kexin Innovation leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Key Performers in Rubber Sector - Kexin Innovation (300731) closed at 47.12, up 19.99% with a trading volume of 296,500 shares and a transaction value of 1.345 billion [1] - Zhen'an Technology (300767) closed at 16.70, up 14.78% with a trading volume of 488,200 shares and a transaction value of 780 million [1] - Litong Technology (832225) closed at 21.83, up 7.96% with a trading volume of 83,300 shares and a transaction value of 177 million [1] - Fengmao Co., Ltd. (301459) closed at 49.87, up 5.41% with a trading volume of 50,900 shares and a transaction value of 252 million [1] Fund Flow Analysis - The rubber sector saw a net inflow of 146 million from institutional investors, while retail investors experienced a net outflow of 3.8161 million [2] - Kexin Innovation had a net inflow of 127 million from institutional investors, but a net outflow of 67.6904 million from speculative funds [3] - Zhen'an Technology recorded a net inflow of 70.9139 million from institutional investors, with a net outflow of 54.3564 million from speculative funds [3]

Group 1 - In the past month (from July 6 to August 5), 23 companies listed on the Beijing Stock Exchange (BSE) were investigated by institutions, with Minshida being the most notable, receiving attention from 96 institutions [1] - The types of institutions conducting the research included 20 brokerages, 9 funds, 8 private equity firms, and 3 insurance companies [1] - The companies that received the most institutional attention were Minshida, Xingtum Control, Taihu Snow, and Yuanhang Precision, with 96, 37, 36, and 23 institutions participating in their investigations, respectively [1] Group 2 - The most frequently investigated companies included Xingtum Control, Hanwei Technology, and Hengli Drill Tools, each receiving two rounds of institutional research [2] - Companies that were investigated by institutions saw an average stock price increase of 8.93% over the month, with notable gainers including Hengli Drill Tools (up 172.72%), Guangxin Technology (up 14.15%), and Sanwei Equipment (up 13.68%) [2] - The average market capitalization of all companies on the BSE was 3.136 billion yuan, while the average market capitalization of the companies that received institutional research was 3.609 billion yuan [2] Group 3 - A detailed list of companies investigated includes Minshida, Xingtum Control, Taihu Snow, and others, with their respective number of institutions involved, research frequency, latest closing prices, and percentage changes in stock prices [3] - The highest stock price increase was recorded by Hengli Drill Tools, while other companies like Guangxin Technology and Sanwei Equipment also showed significant gains [3]

证券代码：831834 证券简称：三维装备 公告编号：2025-047 镇江三维输送装备股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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。 二、 本次现金管理情况 | | 产 | | | 预计 年化 | | | 收 | 投 | 资 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 受托方 | 品 | 产品名称 | 产品金额 | 收益 | 产品期 | | 益 | 资 | 金 | | 名称 | 类 | | （万元） | | 限 | | 类 | 方 | 来 | | | 型 | | | 率 （%） | | | 型 | 向 | 源 | | 上海浦 | 银 | | | | 2025 | | | 结 | | | | | 利多多公司稳利 | | | | | 浮 | | 募 | | 东发展 | 行 | | 3,700.00 | 1.3% | 年 8 | 月 | | 构 | | | | ...

Market Overview - On July 29, the rubber sector increased by 0.05% compared to the previous trading day, with Zhongyu Technology leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Stock Performance - Zhongyu Technology (871694) closed at 21.71, up 3.83% with a trading volume of 30,500 shares and a turnover of 64.55 million yuan [1] - Litong Technology (832225) closed at 21.07, up 2.48% with a trading volume of 35,600 shares and a turnover of 73.97 million yuan [1] - Kexin Innovation Source (300731) closed at 29.66, up 2.10% with a trading volume of 59,600 shares and a turnover of 173 million yuan [1] - Other notable stocks include Yangnian Agricultural Committee (300121) with a closing price of 15.20, up 1.74%, and Nongan Technology (300767) with a closing price of 13.64, up 0.81% [1] Fund Flow Analysis - The rubber sector experienced a net outflow of 68.40 million yuan from main funds, while retail funds saw a net inflow of 20.03 million yuan [2] - The main funds' net inflow and outflow for specific stocks include: - Lian Ke Technology (001207) with a net inflow of 10.69 million yuan from main funds [3] - Yanggu Huatai (300121) with a net inflow of 7.84 million yuan from main funds [3] - Sanwei Shares (603033) with a net inflow of 7.81 million yuan from main funds [3] - Conversely, stocks like Longxing Technology (002442) and Yuanchuang New Materials (301300) saw net outflows from main funds of 1.28 million yuan and 2.19 million yuan, respectively [3]

Core Viewpoint - The renaming of Sanwei Co., Ltd. to Sanwei Equipment resolves the issue of having two companies with the same name in the A-share market, which has caused confusion among investors and media [1][2]. Group 1: Company Renaming Impact - The renaming does not directly affect the company's fundamentals or valuation, but it is significant for market perception and investor clarity [2][5]. - Historical data shows that companies that changed their names on the Beijing Stock Exchange often experienced stock price declines on the first day of the new name, indicating a potential negative market reaction [2][3]. - Sanwei Equipment's name change resulted in a market value loss of approximately 90 million yuan, making it the most expensive name change on the Beijing Stock Exchange [4][5]. Group 2: Market Behavior and Trends - A total of seven companies have changed their names since the establishment of the Beijing Stock Exchange, with most experiencing price drops on the first trading day after the name change [2][3]. - The average performance of renamed companies over five days post-renaming shows a consistent trend of declines, reinforcing the idea that name changes may lead to negative market sentiment [3][4]. - The market's reaction to name changes suggests that investors may not always act rationally, and there is a pattern of selling pressure associated with such events [5].

证券代码：831834 证券简称：三维装备 公告编号：2025-046 镇江三维输送装备股份有限公司 投资者关系活动记录表 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、 投资者关系活动类别 二、 投资者关系活动情况 活动时间：2025 年 7 月 18 日 活动地点：镇江三维输送装备股份有限公司会议室 参会单位及人员：南京盛泉恒元投资有限公司 上市公司接待人员：董事会秘书范雪飞 三、 投资者关系活动主要内容 本次投资者关系活动的主要问题及公司对问题的回复概要如下： 问题 1：公司在行业内优势体现在哪些方面？ 现金分红是公司在维持稳定发展的前提下，以求更好的回报投资者，公司货 款回笼率较好，确保了现金分红的实施。2022 至 2024 年度，公司实施利润现金 分配 1.44 亿元。未来，在保障研发投入和可持续发展的前提下，公司将现金分 红作为回报投资者的重要方式。 回复： 公司一直深耕于粮食机械散装物料输送领域，经过 30 多年积累，形成了产 □特定对象调研 □业绩说明会 □媒体采访 √现场参观 ...

Group 1: Company Strengths - The company has over 30 years of experience in the grain machinery bulk material transportation sector, offering a comprehensive range of products including bucket elevators, belt conveyors, scraper conveyors, and spiral conveyors [4] - It serves over 6,000 clients, including major players in the grain transportation machinery industry and large-scale end-users like COFCO and Yihai Kerry [5] - The company emphasizes continuous innovation and improvement in product structure, material formulation, and production processes, leading to enhanced product durability and reliability [5] Group 2: Investor Relations and Financial Performance - The company plans to distribute a total of 144 million CNY in cash dividends from 2022 to 2024, reflecting its commitment to returning value to investors while maintaining stable growth [6] - Cash flow management is strong, ensuring the feasibility of cash dividends as a key method of investor return [6] Group 3: Future Growth Strategies - The company aims to expand its product offerings and enhance its service model by leveraging existing customer relationships to gather demand for new product development [7] - It plans to establish a wholly-owned subsidiary in Canada to penetrate the North American market, capitalizing on the increasing demand driven by agricultural modernization [7]

二、 审议和表决情况 证券代码：831834 证券简称：三维股份 公告编号：2025-044 镇江三维输送装备股份有限公司证券简称变更公告 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、 变更原因 镇江三维输送装备股份有限公司（以下简称"公司"）对现有公司证券简称进行变 更，具体原因如下： 公司是散状物料输送装备生产商，是集输送机械配件产品的研发、生产、销售与整 机系统集成方案服务于一体的制造型企业。为了更清晰地反映公司的主营业务，更贴合 公司业务发展的实际情况，增加投资者对公司业务情况的理解和投资判断，更好地保护 投资者,公司拟对公司证券简称进行变更，证券代码831834保持不变。 2025年7月8日，公司召开第四届董事会第十一次会议，以7票同意，0票反对，0票 弃权，审议通过《关于拟变更证券简称的议案》。本议案不涉及关联交易，无需回避表 决，无需提交股东会审议。 三、 证券简称变更概述 自2025年7月22日起，公司正式在北京证券交易所进行证券简称变更，变更前本公 司证券简称为"三维股份"，变更 ...

证券代码：831834 证券简称：三维股份 公告编号：2025-045 镇江三维输送装备股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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、 授权现金管理情况 1、审议情况：镇江三维输送装备股份有限公司（以下简称"公司"）于 2024 年 8 月 21 日召开第四届董事会第五次会议和第四届监事会第四次会 议，于 2024 年 9 月 6 日召开 2024 年第三次临时股东会，审议通过了《关于 使用部分闲置募集资金进行现金管理的议案》，同意公司自股东会审议通过 之日起 12 个月内，使用不超过人民币 1.27 亿元的闲置募集资金进行现金管 理。在上述额度内，资金可以循环滚动管理。具体议案内容详见公司在北京 证券交易所披露平台（www.bse.cn）披露的《使用部分闲置募集资金进行现 金管理的公告》（公告编号：2024-070）。 2、披露标准：根据《北京证券交易所股票上市规则》中相关规定，交易 的成交金额占上市公司最近一期经审计净资产的 10% ...