证券代码：601989 证券简称：中国重工 公告编号：临 2025-055 中国船舶重工股份有限公司 关于中国船舶工业股份有限公司换股吸收合并 本公告仅对公司异议股东现金选择权相关事宜进行说明，不构成对投资者申 报行权的建议。 一、异议股东现金选择权申报基本情况 （一）异议股东 有权行使现金选择权的中国重工异议股东是指在公司 2025 年第一次临时股 东大会上就《关于中国船舶换股吸收合并中国重工暨关联交易方案的议案》及逐 项表决的各项子议案和《关于签署附条件生效的〈中国船舶与中国重工之换股吸 收合并协议〉的议案》表决时均投出有效反对票，并且自公司 2025 年第一次临 时股东大会的股权登记日起，作为有效登记在册的股东，一直持续持有代表该反 对权利的股票直至中国重工异议股东现金选择权实施日，同时在规定时间里成功 履行相关申报程序的中国重工股东。非异议股东的申报无效。 中国船舶重工股份有限公司暨关联交易事项 异议股东现金选择权实施提示性公告 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、准确性和完整性承担法律责任。 重要内容提示： 中国船舶重工股份有限公司（ ...

东方金诚国际信用评估有限公司关于 中国船舶重工集团应急预警与救援装备股份有限公司股票交易被 实施其他风险警示的关注公告 东方金诚公告【2025】0316 号 承担责任，也不对任何投资者的投资行为和投资损失承担责任。 东方金诚国际信用评估有限公司（以下简称"东方金诚"）受托对中国船舶重工集团应急预警 与救援装备股份有限公司（以下简称"中船应急"或"公司"）及其发行的"应急转债"进行了信 用评级。2025 年 6 月 17 日，东方金诚对中船应急主体及"应急转债"进行了定期跟踪评级，维持 中船应急主体信用等级为 AA+，评级展望稳定，维持"应急转债"信用等级为 AA+，评级结果自报 告出具日起生效，在受评债项的存续期内有效。 东方金诚关注到，2025 年 7 月 30 日，中船应急发布了《中国船舶重工集团应急预警与救援装 备股份有限公司关于公司股票交易将被实施其他风险警示暨股票及可转债停复牌的提示性公告》 （以 下简称"《提示性公告》"）及《中国船舶重工集团应急预警与救援装备股份有限公司关于收到中 国证券监督管理委员会湖北监管局 <行政处罚事先告知书> 的公告》（以下简称"《收到行政处罚事 先告知书公告》"）。 ...

Group 1 - The recent merger between China Shipbuilding and China State Shipbuilding aims to create the world's largest shipbuilding company, enhancing China's competitiveness in the global market and responding to external pressures from the U.S. [1][3] - The merger is valued at 115.15 billion yuan and is seen as a strategic move to integrate military and civilian shipbuilding resources, aligning with national policies on high-quality development of the marine economy [1][3][4]. - Following the merger, the combined company will have over 530 ship orders, totaling a deadweight tonnage of 54 million tons, and an estimated annual revenue of approximately 18 billion dollars [3][4]. Group 2 - China has established a dominant position in the global shipbuilding industry, accounting for over 55% of the world's total tonnage, while the U.S. holds less than 0.05% [4][6]. - The U.S. shipbuilding industry is struggling to recover from decades of decline, with President Trump's efforts to revitalize it facing significant challenges, including high port fees imposed on Chinese vessels [4][6]. - Competitors from Japan and South Korea are attempting to reclaim market share, with Japan aiming to increase its market share from about 9% to 20% by 2030 through government support and industry consolidation [6][7]. Group 3 - Despite external challenges and competition, China's shipbuilding industry is expected to maintain its leading position, with experts asserting that the competition with the U.S. will drive rapid upgrades in technology and capabilities [7][8]. - The U.S. has been criticized for its protectionist policies, which have contributed to its loss of competitive advantage in shipbuilding, and these measures are likely to increase global shipping costs and disrupt supply chains [7][8].

Group 1 - The AMAC Transportation Equipment Index (AMAC Transportation, H30064) experienced a decline of 0.59%, closing at 2971.02 points with a trading volume of 46.95 billion [1] - Over the past month, the AMAC Transportation Equipment Index has increased by 8.50%, by 17.92% over the last three months, and by 10.82% year-to-date [1] - The index is based on the classification guidelines from the China Securities Association and includes 43 industry classification indices, with a base date of January 1, 2009, set at 1000.0 points [1] Group 2 - The top ten holdings of the AMAC Transportation Equipment Index include China CRRC (9.51%), China Shipbuilding (8.92%), AVIC Shenyang Aircraft (6.84%), Guangqi Technology (6.81%), China Heavy Industry (6.02%), Aero Engine Corporation of China (5.64%), AVIC Xi'an Aircraft (4.07%), AVIC Aircraft (3.12%), Aerospace Electronics (3.08%), and Chunfeng Power (2.99%) [1] - The market composition of the AMAC Transportation Equipment Index shows that the Shanghai Stock Exchange accounts for 75.55% and the Shenzhen Stock Exchange accounts for 24.45% [1] - In terms of industry composition, the sample holdings of the AMAC Transportation Equipment Index are comprised of 92.06% in industrials and 7.94% in consumer discretionary [2]

Group 1: Company Announcements - Jiangsu Sopo plans to raise no more than 1.5 billion yuan through a private placement to expand into the vinyl acetate sector [2] - Fudan Zhangjiang reported a net profit of 5.71 million yuan for the first half of the year, a decrease of 91.89% year-on-year [3] - China Unicom's net profit for the first half of the year reached 6.349 billion yuan, an increase of 5.1% year-on-year [8] - Jinlongyu reported a net profit of 1.756 billion yuan for the first half of the year, a significant increase of 60.07% year-on-year [9] - Shuanghui Development's net profit increased by 1.17% year-on-year, with a proposed cash dividend of 6.5 yuan per 10 shares [13] Group 2: Financial Performance - Jiangsu Sopo's revenue for the first half of the year was 3.158 billion yuan, a decrease of 1.08% year-on-year, with a net profit decline of 13.01% [2] - Fudan Zhangjiang's revenue for the first half of the year was 390 million yuan, down 4.42% year-on-year [3] - China Unicom's revenue for the first half of the year was 200.202 billion yuan, an increase of 1.5% year-on-year [8] - Jinlongyu's revenue for the first half of the year was 115.682 billion yuan, up 5.67% year-on-year [9] - Shuanghui Development's revenue for the first half of the year was 28.414 billion yuan, an increase of 2.97% year-on-year [13] Group 3: Shareholder Actions - China Shipbuilding announced a cash option price of 4.03 yuan per share for dissenting shareholders [4] - Jiangsu Sopo disclosed plans for a private placement to raise funds for its expansion [2] - Wintime Holdings announced that a shareholder plans to reduce its stake by no more than 1% [6] - Huajian Group's major shareholder also plans to reduce its stake by no more than 1% [7] - Yinxin Technology's executives plan to collectively reduce their holdings by no more than 0.57% [11]

Group 1: Resumption of Trading - Jin Chengzi plans to acquire 55% stake in Samit and will resume trading tomorrow; Samit specializes in high-precision fast-reflecting mirror business [1] - Quzhou Development intends to purchase 95.4559% of Xian Dao Electronics and will resume trading tomorrow; Xian Dao focuses on the R&D of sputtering targets and evaporation materials for vacuum coating [1] Group 2: Mergers, Acquisitions, and Capital Increases - China Shipbuilding's dissenting shareholders' acquisition request price is set at 30.02 yuan per share [2] - Jiangsu Suopu plans to raise no more than 1.5 billion yuan through a private placement for the ethylene acetate and EVA integration project (Phase I) [3] - Guangli Microelectronics is acquiring 100% of LUCEDA NV to strategically position itself in silicon photonics technology [4] Group 3: Share Buybacks, Increases, and Equity Transfers - Zhenlei Technology has raised its share buyback price from 38.13 yuan per share to 74 yuan per share [5] - Fuanna has conducted its first buyback of 1 million shares [6] - Shaanxi Jinye plans to repurchase shares worth between 40 million and 70 million yuan, with loans not exceeding 63 million yuan [7] - Donghua Energy's controlling shareholder's concerted action party has received a commitment letter for a special loan to increase holdings, not exceeding 225 million yuan [8] - Taimusi's controlling shareholder intends to transfer 29.99% of the company's shares, with Guangzhou State-owned Assets Supervision and Administration Commission becoming the actual controller [9] Group 4: External Investments and Daily Operations - Haikang obtained the clinical trial approval notice for the innovative drug HSK47977 tablets [10] - Rundou Co., Ltd. received approval for the listing application of glucosamine sulfate sodium chloride compound as a chemical raw material drug [11] - Beilu Pharmaceutical's subsidiary Haichang Pharmaceutical's iodine mepivacaine chemical raw material drug has been approved for listing [12] - Baiyun Airport signed a cooperation contract with China Duty Free Group for the operation of the T3 terminal's outbound duty-free project [13] - Guoshield Quantum plans to sign a sales contract worth 76.5418 million yuan with China Telecom Quantum Group for the sale of quantum key distribution hardware and software [14] Group 5: Performance Changes - Zhenlei Technology's net profit for the first half of 2025 is 62.3197 million yuan, a year-on-year increase of 1006.99%; the company continues to strengthen its advantages in special fields such as data links, electronic countermeasures, wireless communication terminals, next-generation radios, and phased array communications, achieving significant growth in orders and projects [15] - Jingchen Co., Ltd. reported a net profit of 497 million yuan for the first half of the year, a year-on-year increase of 37.12% [16] - China Unicom's net profit for the first half of 2025 is 6.349 billion yuan, a year-on-year increase of 5.1% [17] - Shuanghui Development's net profit for the first half of the year is 2.323 billion yuan, a year-on-year increase of 1.17%; the company plans to distribute 6.5 yuan per 10 shares [18] - Jinlongyu's net profit for the first half of the year is 1.756 billion yuan, a year-on-year increase of 60.07% [19]

Group 1 - Jishi Media (吉视传媒) clarifies that it does not engage in "State-owned Cloud" related businesses and does not invest in currently released films [1] - Haishi Pharmaceutical (海思科) received approval for clinical trials of its innovative drug HSK47977, a potential First-In-Class treatment for non-Hodgkin lymphoma [2] - Baiyun Airport (白云机场) signed a 10-year cooperation contract with China Duty Free Group for operating the T3 terminal's outbound duty-free project [3] Group 2 - ST Huamei (ST华微) announced that it failed to rectify fund occupation issues by the deadline, leading to a stock suspension starting August 13, 2025 [4] - Zhenlei Technology (臻镭科技) reported a 73.64% increase in revenue to 205 million yuan and a 1006.99% increase in net profit to approximately 62.32 million yuan for the first half of 2025 [5] - Jiangte Electric (江特电机) announced a change in actual controllers to Wang Xin and Zhu Jun following a share transfer [6] Group 3 - ST Shengtun (ST盛屯) will remove other risk warnings and change its stock name to "Shengtun Mining" effective August 14, 2025, with a trading limit increase from 5% to 10% [7] - Jin Chengzi (金橙子) plans to acquire 55% of Samit Optoelectronics through a share issuance and cash payment, with stock resuming trading on August 13 [8][9] - China Unicom (中国联通) proposed a cash dividend of 1.112 yuan per 10 shares, totaling approximately 3.477 billion yuan [10] Group 4 - China Shipbuilding (中国船舶) announced the buyout price for dissenting shareholders at 30.02 yuan per share, with a premium of 28.25% over the closing price [11] - Shuangyi Technology (双一科技) disclosed plans by its controlling shareholder to reduce holdings by up to 1.31 million shares, representing 0.7923% of total shares [12] - ST Xiachuang (ST峡创) will remove other risk warnings and change its stock name to "Haixia Innovation" effective August 14, 2025 [13] Group 5 - Yuhua Tian (玉禾田) stated that the small shareholding of Zhiyuan Innovation in its subsidiary does not significantly impact its operations [14] - Baichuan Co. (百川股份) announced that its chairman plans to reduce his stake by up to 3% due to personal financial needs [14]

中国船舶(600150.SH)发布公告，本次异议股东收购请求权行权价格为30.02元/股。异议股东行使收购请 求权，相当于以30.02元/股的价格将异议股份出售给收购请求权提供方，成功有效申报收购请求权的异 议股东将以30.02元/股的行权价格获得现金对价。 2025年8月12日，公司股票收盘价为38.50元/股，相较本次收购请求权行权价格30.02元/股溢价28.25%， 若公司异议股东行使收购请求权，将可能导致一定亏损，敬请异议股东注意风险。 ...

关于公司换股吸收合并中国船舶重工股份有限公司 暨关联交易事项异议股东收购请求权实施的 中国船舶工业股份有限公司 第一次提示性公告 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、准确性和完整性承担法律责任。 证券代码：600150 证券简称：中国船舶 公告编号：2025-060 重要内容提示： 本次异议股东收购请求权行权价格为 30.02 元/股。异议股东 行使收购请求权，相当于以 30.02 元/股的价格将异议股份出售给收 购请求权提供方，成功有效申报收购请求权的异议股东将以 30.02 元/股的行权价格获得现金对价。 2025 年 8 月 12 日，公司股票收盘价为 38.50 元/股，相较本次 收购请求权行权价格 30.02 元/股溢价 28.25%，若公司异议股东行使 收购请求权，将可能导致一定亏损，敬请异议股东注意风险。 本公告仅对公司异议股东收购请求权相关事宜进行说明，不 构成对投资者申报行权的建议。 中国船舶工业股份有限公司（以下简称"公司"、"本公司"或 "中国船舶"）已于 2025 年 8 月 5 日在指定信息披露媒体披露了 《中国船舶工 ...

New Stock Listings - Guangdong Construction Science and Technology (301632) listed at an issue price of 6.56 on August 12, 2025[1] - China Shipbuilding Industry (600150) has a cash option declaration period from August 13 to August 15, 2025[1] - China Heavy Industry (601989) has a cash option declaration period starting August 13, 2025[1] Tender Offers and Mergers - ST Kelly (300326) has a tender offer period from July 17 to August 15, 2025[1] - Fushun Special Steel (600399) has a tender offer period from August 12 to September 10, 2025[1] - Northern Long Dragon (301357) is involved in an absorption merger announcement on August 12, 2025[1] Abnormal Fluctuations - Tibet Tourism (600749) reported severe abnormal fluctuations on July 31, 2025[1] - Aileda (300696) reported abnormal fluctuations on August 5, 2025[3] - Long-term abnormal fluctuations noted for multiple stocks including ST Suwu (600200) and ST Yatai (000691) on August 6, 2025[3]