Overview - The trend of public funds increasing their allocation to the Beijing Stock Exchange (BSE) continues, with significant entry of active equity public funds. As of H1 2025, the market value allocated by public funds to the BSE reached 22.383 billion, with an allocation ratio of 0.37%, up by 0.15 percentage points quarter-on-quarter. The allocation coefficient reached 0.59, an increase of 0.07. Public funds have continuously increased their allocation to the BSE for three consecutive half-year periods since H1 2024. Among them, the proportion of active equity public funds allocated to the BSE reached 0.46%, up by 0.26 percentage points quarter-on-quarter, with an allocation coefficient of 0.74, an increase of 0.24 [7][24][47]. Active Equity - Active equity public funds significantly increased their allocation to the BSE, with a total market value of 11.22 billion as of H1 2025, a substantial increase of 116% compared to H2 2024. The BSE's thematic products also saw a market value of 3.9 billion, up by 54% quarter-on-quarter, primarily due to net value growth and the opening of subscriptions for the "Taikang BSE Selected Two-Year Open" fund [24][25][28]. Index Investment - The scale of index investment in the BSE is steadily expanding. As of H1 2025, the market value held by BSE index funds reached 11.08 billion, an increase of 48% quarter-on-quarter. The BSE 50 index fund accounted for 10.5 billion, up by 46%, while other index funds reached 580 million, up by 90%. The scale of passive index funds was 10.02 billion, up by 42%, and the scale of index-enhanced funds reached 1.06 billion, up by 162% [47][48]. Allocation - The institutionalization trend is accelerating, with a focus on growth sectors. As of H1 2025, the concentration of active equity public fund allocations has increased, with key stocks like Jinbo Bio, Naconoer, and Tongli Co. accounting for about half of the total market value held. The report emphasizes the importance of sectors with sustained growth potential, such as Jinbo Bio and Minshida [24][38][39].

Overview - The trend of public funds increasing their allocation to the Beijing Stock Exchange (BSE) continues, with active equity public funds significantly entering the market. As of H1 2025, the market value allocated by public funds to the BSE reached 22.383 billion yuan, with an allocation ratio of 0.37%, up by 0.15 percentage points quarter-on-quarter. The allocation coefficient reached 0.59, an increase of 0.07. Public funds have continuously increased their allocation to the BSE for three and a half consecutive half-years since H1 2024 [10][12]. Active Equity - Active equity public funds have significantly increased their allocation to the BSE. As of H1 2025, the total market value held by active equity funds in the BSE reached 11.22 billion yuan, a substantial increase of 116% compared to H2 2024 [29][30]. - The BSE theme products held a market value of 3.9 billion yuan as of H1 2025, up by 54% quarter-on-quarter, primarily due to net value growth and the opening of subscriptions for the "Taikang BSE Selected Two-Year Open Fund" [30][34]. - The average net value growth rate of BSE theme funds was 69.9% from the beginning of 2025 to September 10, 2025, significantly outperforming the BSE 50 index by 14.8% [30][34]. Index Investment - The scale of index investment in the BSE is steadily expanding. As of H1 2025, the market value held by BSE index funds reached 11.08 billion yuan, an increase of 48% quarter-on-quarter. The BSE 50 index fund accounted for 10.5 billion yuan of this, up by 46% [54][55]. - The number of BSE 50 index products has increased, with 28 products established as of now, including two newly established products in Q3 2025 [54][55]. Allocation - The trend of institutionalization in the BSE is accelerating, with a focus on growth sectors. As of H1 2025, the public fund holding ratio for the BSE 50 reached 8.8%, up by 1.8 percentage points quarter-on-quarter. The active equity holding ratio was 3.9%, an increase of 2.0 percentage points [19][20]. - The concentration of active equity public fund allocations has increased, with key stocks like Jinbo Bio, Nacono, and Tongli Co. accounting for about half of the total market value held [40][44].

Summary of Key Points Core Viewpoint - In the past month, 64 companies listed on the Beijing Stock Exchange (BSE) have been investigated by institutions, with Audiwei being the most notable, receiving attention from 65 institutions [1]. Group 1: Institutional Research - A total of 64 companies on the BSE were subject to institutional research, with the types of institutions including 64 brokerages, 48 funds, 42 private equity firms, 25 insurance companies, and 5 overseas institutions [1]. - Audiwei led the attention with 65 participating institutions, followed by Haidaer (64), Yuanhang Precision (59), and Tongli Co. (55) [1]. - The companies investigated belong to 18 different industries, with a concentration in machinery equipment (14 companies), basic chemicals (8 companies), and electronics (8 companies) [1]. Group 2: Market Performance - The average stock price of the companies that received institutional research fell by 4.98% over the past month, with 17 companies experiencing price increases [2]. - The top gainers included Better Ray (41.71%), Kaita Co. (40.13%), and Jiezong Technology (21.49%) [2]. - The average market capitalization of all companies on the BSE is 3.197 billion yuan, while the average market capitalization of the companies that were researched is 4.547 billion yuan [2]. Group 3: Trading Activity - The average daily turnover rate for the researched companies was 6.19%, with the highest turnover rates recorded for Gaisi Food (20.12%), Wuhan Land Electric (15.55%), and Jiyang Precision (12.57%) [2].

证券代码：834599 证券简称：同力股份 公告编号：2025-124 | | | 可行权数量 | 实际行权数 | 实际行权对 | 实际行权对应股 | | --- | --- | --- | --- | --- | --- | | 姓名 | 职务 | | 量（份） | 应股票数量 | 票数量占行权后 | | | | （份） | | | | | | | | | （股） | 总股本的比例 | 1、期权简称及代码：同力 JLC2、850069； 2、授予日：2023 年 8 月 22 日； 3、股票登记日：2025 年 9 月 23 日； 4、可交易日：2025 年 9 月 26 日； 5、行权价格：3.35 元/份； 6、实际行权人数：12 人； 7、实际行权数量：1,000,000 份； 8、股票来源：公司向激励对象定向发行的本公司人民币 A 股普通股股票。 | 秦志强 | 核心员工 | 300,000 | 300,000 | 300,000 | 0.0649% | | --- | --- | --- | --- | --- | --- | | 董秀辉 | 核心员工 | 100,000 | 100,000 | ...

证券代码：834599 证券简称：同力股份 公告编号：2025-124 陕西同力重工股份有限公司 2023 年股票期权激励计划预留部分 第二个行权期股票期权行权结果公告 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、股票期权行权结果 （一）实际行权基本情况 （二）、实际行权明细表 | | | 可行权数量 | 实际行权数 | 实际行权对 | 实际行权对应股 | | --- | --- | --- | --- | --- | --- | | 姓名 | 职务 | | 量（份） | 应股票数量 | 票数量占行权后 | | | | （份） | | | | | | | | | （股） | 总股本的比例 | 1、期权简称及代码：同力 JLC2、850069； 2、授予日：2023 年 8 月 22 日； 3、股票登记日：2025 年 9 月 25 日； 4、可交易日：2025 年 9 月 26 日； 5、行权价格：3.35 元/份； 6、实际行权人数：12 人； 7、实际行权数量：1,000,000 份； 8、 ...

Market Performance - The engineering machinery sector increased by 2.81% on September 17, with Wantong Hydraulic leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Individual Stock Performance - Wantong Hydraulic (code: 830839) closed at 45.91, up 12.41% with a trading volume of 50,300 shares and a turnover of 221 million yuan [1] - Changling Hydraulic (code: 605389) closed at 53.37, up 10.00% with a trading volume of 27,100 shares [1] - Hangcha Group (code: 603298) closed at 28.85, up 8.09% with a trading volume of 180,100 shares and a turnover of 506 million yuan [1] - Zhonglian Heavy Industry (code: 000157) closed at 7.71, up 4.76% with a trading volume of 2,696,700 shares and a turnover of 2.043 billion yuan [1] Capital Flow Analysis - The engineering machinery sector saw a net inflow of 197 million yuan from institutional investors, while retail investors experienced a net outflow of 75.92 million yuan [2] - The main stocks with significant net inflows included Zhonglian Heavy Industry with 202 million yuan and Zhejiang Dingli with 89.57 million yuan [3] Summary of Stock Movements - The overall performance of the engineering machinery sector indicates a positive trend, with several key players showing substantial gains in both stock price and trading volume [1][2] - The capital flow data suggests a strong interest from institutional investors, contrasting with the outflows from retail investors, indicating a potential shift in market sentiment [2][3]

Market Overview - On September 15, the engineering machinery sector rose by 0.7% compared to the previous trading day, with Changling Hydraulic leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - Key stocks in the engineering machinery sector showed varied performance, with notable gainers including: - Changling Hydraulic: Closed at 47.46, up 6.27% with a trading volume of 65,800 shares and a turnover of 310 million yuan [1] - Tuoshan Heavy Industry: Closed at 40.61, up 5.59% with a trading volume of 49,600 shares and a turnover of 197 million yuan [1] - Weiman Sealing: Closed at 38.86, up 5.43% with a trading volume of 128,500 shares and a turnover of 490 million yuan [1] - Conversely, some stocks experienced declines, such as: - Hengli Drill Tools: Closed at 43.37, down 2.76% with a trading volume of 22,600 shares and a turnover of 97.64 million yuan [2] - Fushite: Closed at 27.84, down 2.73% with a trading volume of 24,700 shares and a turnover of 70.44 million yuan [2] Capital Flow - The engineering machinery sector saw a net outflow of 205 million yuan from main funds, while retail investors contributed a net inflow of 266 million yuan [2][3] - Specific stock capital flows indicated: - Liugong: Main funds net inflow of 64.71 million yuan, with retail funds net outflow of 28.77 million yuan [3] - Hengli Hydraulic: Main funds net inflow of 64.11 million yuan, with retail funds net outflow of 28.22 million yuan [3] - Zhonglian Heavy Industry: Main funds net inflow of 58.49 million yuan, with retail funds net outflow of 14.21 million yuan [3]

证券代码：834599 证券简称：同力股份 公告编号：2025-123 陕西同力重工股份有限公司 章程 1 | 第一章 | 总则 | 4 | | --- | --- | --- | | 第二章 | | 经营宗旨和范围 5 | | 第三章 | 股份 | 5 | | 第四章 | 股东和股东会 | 10 | | 第一节 | 股东 | 10 | | 第二节 | | 控股股东和实际控制人 14 | | 第三节 | | 股东会的一般规定 15 | | 第四节 | | 股东会的召集 20 | | 第五节 | | 股东会的提案与通知 22 | | 第六节 | | 股东会的召开 23 | | 第七节 | | 股东会的表决和决议 26 | | 第五章 | 董事会 | 32 | | 第一节 | | 董事的一般规定 32 | | 第二节 | | 独立董事 35 | | 第三节 | | 董事会 39 | | 第四节 | | 董事会专门委员会 45 | | 第六章 | 高级管理人员 | 46 | | 第七章 | | 财务会计制度、利润分配和审计 49 | | 第一节 | | 财务会计制度 49 | | 第二节 | | 内部审计 53 | ...

证券代码：834599 证券简称：同力股份 公告编号：2025-121 陕西同力重工股份有限公司 2025 年第三次临时股东会决议公告 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、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 9 月 9 日 2.会议召开地点：公司会议室 3.会议召开方式：现场投票和网络投票相结合 4.会议召集人：公司董事会 5.会议主持人：公司董事长樊斌先生 6.召开情况合法合规的说明： 公司已于 2025 年 8 月 22 日在北京证券交易所信息披露平台（www.bse.cn） 披露《陕西同力重工股份有限公司关于召开 2025 年第三次临时股东会通知公告 （提供网络投票）》（公告编号：2025-115）。 本次股东会会议召集、召开及议案审议程序符合《中华人民共和国公司法》 《北京证券交易所股票上市规则》等有关法律、行政法规、部门规章、规范性文 件和《陕西同力重工股份有限公司章程》的相关规定。 （二）会议出席情况 出席和授权出席本次股东会的股东共 15 ...

北京德恒(西安)律师事务所 关于 2025年第三次临时股东会 法律意见书 北京德恒（西安）律师事务所 DeHeng Law Offices（Xi'an） 西安市高新区丈八办团结南路 35 号高新新天地 T3 幢 36 层 陕西同力重工股份有限公司 电话: 029-81773718 邮编: 710065 同力股份 2025 年第三次临时股东会法律意见书 北京德恒(西安)律师事务所 北京德恒（西安）律师事务所 关于陕西同力重工股份有限公司 2025年第三次临时股东会 法律意见书 德恒 13G20250006-3 号 致:陕西同力重工股份有限公司 北京德恒(西安)律师事务所(以下简称"本所")接受陕西同力重工股份有限 公司(以下简称"公司")的委托,根据《中华人民共和国公司法》、《中华人民共 和国证券法》、中国证券监督管理委员会发布的《上市公司股东会规则》等有关法 律、行政法规、规范性文件以及《陕西同力重工股份有限公司章程》(以下简称"公 司章程")的规定,指派本所律师就公司2025年第三次临时股东会(以下简称"本次 股东会")相关事项进行了见证,并出具本法律意见书。本所指派的律师现场出席 了本次股东会。 对本法律 ...