Investment Rating - The report does not explicitly state an investment rating for the industry, but it provides insights into the performance of various sectors within the equipment manufacturing industry, indicating a mixed outlook for different segments [1][2]. Core Insights - The domestic engineering machinery market is experiencing a short-term decline in activity, with May 2025 data showing a 3.86% year-on-year decrease in average working hours and a 5.01 percentage point drop in operating rates [2]. - The automotive sector shows resilience, with a 6% year-on-year increase in daily retail sales of passenger vehicles in late May 2025, supported by promotional strategies from manufacturers [2]. - The photovoltaic sector is facing challenges, with a slowdown in demand for solar glass and a general decline in prices for various products, indicating a weak market outlook [2]. Summary by Sections Market Overview - From June 3 to June 6, 2025, the indices for machinery equipment, power equipment, and automotive sectors changed by 0.93%, 1.38%, and 0.17% respectively, ranking 19th, 14th, and 25th among 31 primary industries [7][10]. Engineering Machinery - The average working hours for major engineering machinery products in May 2025 were 84.5 hours, down 3.86% year-on-year and 6.25% month-on-month. The operating rate was 59.5%, reflecting a 5.01 percentage point year-on-year decline [2]. Automotive Sector - In the last week of May 2025, the average daily retail sales of passenger vehicles reached 95,000 units, a 6% increase compared to the same period last year, although it represented a 7% decrease from the previous month [2]. Photovoltaic Sector - The prices of photovoltaic cells and modules have seen a slowdown in their decline, but overall demand remains weak, particularly for solar glass, which is experiencing price pressure due to reduced purchasing needs from downstream component manufacturers [2]. Industry News - As of April 2025, China's renewable energy generation capacity reached 2.017 billion kilowatts, a 58% year-on-year increase, with wind, solar, and nuclear power surpassing thermal power capacity for the first time [2].

Group 1 - Laisai Laser (871263) experienced a 1.02% increase in stock price with a turnover rate of 33.73% and a trading volume of 420 million yuan, showing a volatility of 14.59% [2] - The stock was listed on the龙虎榜 due to its turnover rate, with a net selling amount of 8.9847 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 65.7552 million yuan, with a buying amount of 28.3853 million yuan and a selling amount of 37.3700 million yuan, resulting in a net selling of 8.9847 million yuan [2] Group 2 - The largest buying brokerage was Dongfang Caifu Securities, Lhasa Tuanjie Road Second Securities Office, with a buying amount of 6.4108 million yuan, while the largest selling brokerage was Guoxin Securities, Shenzhen Hongling Middle Road Securities Office, with a selling amount of 8.9479 million yuan [2] - Over the past six months, Laisai Laser has appeared on the龙虎榜 eight times, with an average price drop of 0.55% the day after being listed and an average drop of 4.50% over the following five days [2]

Core Viewpoint - 莱赛激光's stock price dropped by 8.79% on the trading day, with a turnover rate of 35.09% and a total transaction amount of 408 million yuan, indicating significant trading activity and potential investor concern [2] Trading Activity - The stock was listed on the龙虎榜 due to its high turnover rate, with a net selling amount of 1.9752 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 92.4498 million yuan, with buying transactions amounting to 45.2373 million yuan and selling transactions amounting to 47.2125 million yuan, resulting in a net selling of 1.9752 million yuan [2] Brokerage Details - The largest buying brokerage was 国信证券股份有限公司深圳红岭中路证券营业部, with a buying amount of 12.3070 million yuan, while the largest selling brokerage was 光大证券股份有限公司东莞南城鸿福路营业部, with a selling amount of 10.7918 million yuan [2] - Over the past six months, the stock has appeared on the龙虎榜 six times, with an average price drop of 1.67% the day after being listed and an average drop of 8.26% over the following five days [2]

Market Overview - The Shanghai Composite Index closed at 3363.48 points, above the five-day moving average, with an increase of 0.48% [1] - The total trading volume of A-shares reached 763.885 billion yuan [1] Stock Performance - A total of 929 A-shares broke through the five-day moving average today [1] - Stocks with significant deviation rates include: - Laisai Laser (21.79%) - Kangliyuan (11.86%) - Mankalon (10.78%) [1] Top Stocks by Deviation Rate - Laisai Laser (871263): - Today's change: +30.00% - Turnover rate: 38.87% - Five-day moving average: 19.53 yuan - Latest price: 23.79 yuan - Deviation rate: 21.79% [1] - Kangliyuan (301287): - Today's change: +17.32% - Turnover rate: 32.85% - Five-day moving average: 35.00 yuan - Latest price: 39.15 yuan - Deviation rate: 11.86% [1] - Mankalon (300945): - Today's change: +19.98% - Turnover rate: 18.47% - Five-day moving average: 22.66 yuan - Latest price: 25.10 yuan - Deviation rate: 10.78% [1] Additional Notable Stocks - Beitaini (300957): - Today's change: +11.83% - Turnover rate: 4.22% - Five-day moving average: 45.58 yuan - Latest price: 49.44 yuan - Deviation rate: 8.48% [1] - Jiuling Technology (873305): - Today's change: +10.00% - Turnover rate: 13.81% - Five-day moving average: 42.79 yuan - Latest price: 46.20 yuan - Deviation rate: 7.98% [1]

Group 1 - The military industry sector is experiencing a rise, with companies such as Xingwang Yuda (002829), Aerospace Rainbow (002389), and Laisai Laser hitting the daily limit up [1] - Other companies like Zhongtian Rocket (003009), Beihua Co. (002246), and Debang Co. (603056) previously reached their limit up, indicating strong market interest [1] - Several companies, including Zongheng Co., Wanlima (300591), and Zhong Wunongji, have seen their stock prices increase by over 10% [1] Group 2 - Additional companies such as Haige Communication (002465), Aerospace Nanhu, Guihang Co. (600523), Guangyun Da (300227), and Jialiqi (301586) are also experiencing upward movement in their stock prices [1]

莱赛激光科技股份有限公司 2024 年年度权益分派方案已获 2025 年 5 月 15 日召开的股东会审议通过，本次实施分配方案距离股东会审议通过的时间未超过 两个月。 现将权益分派事宜公告如下： 证券代码：871263 证券简称：莱赛激光 公告编号：2025-039 莱赛激光科技股份有限公司 2024 年年度权益分派实施公告 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。 本次权益分派基准日母公司资本公积为 127,865,844.88 元（其中股票发行溢 价形成的资本公积为 125,402,844.88 元，其他资本公积为 2,463,000.00 元）。本次 权益分派共计转增 15,908,333 股。 一、权益分派方案 1、本公司 2024 年年度权益分派方案为： 以公司现有总股本 79,541,667 股为基数，向全体股东每 10 股转增 2 股，（其 中以股票发行溢价形成的资本公积金每 10 股转增 2 股，不需要纳税；以其他资 本公积每 10 股转增 0 股，需要纳税）。分红前本公司总股本 ...

证券代码：871263 证券简称：莱赛激光 公告编号：2025-037 莱赛激光科技股份有限公司 2024 年年度股东会决议公告 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 5 月 15 日 2.会议召开地点：公司会议室 3.会议召开方式：现场投票与网络投票相结合 4.会议召集人：董事会 5.会议主持人：陆建红 6.召开情况合法合规的说明： 本次股东会召开符合《公司法》等有关法律、行政法规、部门规章、规范性 文件和《公司章程》的规定。本次会议召开不需要相关部门批准。 （二）会议出席情况 出席和授权出席本次股东会的股东共 10 人，持有表决权的股份总数 52,408,200 股，占公司有表决权股份总数的 65.8877%。 其中通过网络投票参与本次股东会的股东共 0 人，持有表决权的股份总数 0 股，占公司有表决权股份总数的 0%。 （三）公司董事、监事、高级管理人员出席或列席股东会情况 1.公司在任董事 8 人，出席 8 人 ...

北京市朝阳区建外大街丁 12 号英皇集团中心 8 层 8/F, Emperor Group Centre, No.12D, Jianwai Avenue, Chaoyang District, Beijing, 100022, P.R.China 电话/Tel.：010-50867666 传真/Fax：010-56916450 网址/Website：www.kangdalawyers.com 北京 西安 深圳 海口 上海 广州 杭州 沈阳 南京 天津 菏泽 成都 苏州 呼和浩特 香港 武汉 郑州 长沙 厦门 重庆 合肥 宁波 济南 昆明 南昌 北京市康达律师事务所 关于莱赛激光科技股份有限公司 2024 年年度股东会的法律意见书 康达股会字[2025]第 0211 号 致：莱赛激光科技股份有限公司 关于本法律意见书，本所及本所律师谨作如下声明： （1）在本法律意见书中，本所及本所律师仅就本次会议的召集和召开程序、 召集人和出席人员的资格、表决程序以及表决结果进行核查和见证并发表法律意 1 法律意见书 见，不对本次会议的议案内容及其所涉及的事实和数据的完整性、真实性和准确 性发表意见。 （2）本所及本所律师依据 ...

5月13日，A股主要指数今日涨跌不一，截至收盘，沪指涨0.17%报3374点，深证成指跌0.13%，创业板指跌0.12%。沪深两市全天成交 额1.29万亿，较上个交易日缩量169亿。全市场超3200股下跌。 | © 代码 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3374.87 | +5.63 | +0.17% | | 399001 | 深证成指 | 10288.08 | -13.08 | -0.13% | | 399006 | 创业板指 | 2062.26 | -2.45 | -0.12% | 盘面上，中美关税降幅超预期叠加欧美航线迎来集装箱发运旺季，港口航运板块爆发，国航远洋涨超23%；传头部光伏厂家减产挺 价，光伏设备板块走高，协鑫集成涨停；银行股走高，重庆银行涨超4%；基因测序板块走强，贝瑞基因等多股涨停；互联网电商、BC 电池、贵金属、服装家纺等板块上涨。 另外，军工板块回调，奥普光电跌停；卫星导航板块走低，莱赛激光跌超10%；小金属、6G概念、低空经济、飞行汽车等板块下跌。 具体来看： 消息面上， ...

Group 1: Investor Relations Activity Overview - The investor relations activity was an earnings briefing held on May 9, 2025, from 15:00 to 17:00 [3] - The event took place on the "Investor Relations Interactive Platform" [3] - Key attendees included the Chairman and General Manager, Lu Jianhong, and other senior executives [3] Group 2: Company Performance and Strategy - The company aims to adjust product structure and expand international market reach to counteract declining market demand [5] - In the domestic market, the focus is on developing quality clients and gradually increasing market share [5] - New business initiatives include "Laser + Beidou Navigation" and "Laser + New Lighting" to address market needs in precision agriculture and white laser lighting [6] Group 3: Product Development and Market Expansion - The company is developing laser radar products for applications in smart warehousing, port logistics, and vehicle navigation [6] - The white laser lighting market is targeted towards automotive and machine vision lighting applications [6] - The company is enhancing its international brand presence and product innovation to meet the needs of Asian and African markets [7] Group 4: Financial Performance and Challenges - The net profit for 2024 saw a significant decline due to reduced revenue, lower gross margins, and increased expenses [6] - The company plans to stabilize and expand market share through new product development and adjustments in distributor and service network layouts [6] - Procurement strategies include both "forecast-based procurement" and "sales-based procurement," with a focus on supplier management and evaluation [7] Group 5: Response to International Trade Changes - The company will increase investment in product innovation and accelerate the internationalization of its brand in response to changing international trade conditions [7] - There is a commitment to enhancing digital management capabilities to improve core competitiveness [7]