9月19日，北方股份大宗交易成交57.6万股，成交额1124.94万元，占当日总成交额的14.66%，成交价 19.53元，较市场收盘价21.82元折价10.49%。 | 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 卖出管业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-19 | 北方股份 | 600262 | 19.53 | 499.97 | 25.6 | 机构专用 | 中信建投证券股份 | 彩 | | | | | | | | | 有限公司北京大屯 | | | | | | | | | | 路证券管业部 | | | 2025-09-19 | 北方殿份 | 600262 | 19.53 | 214.83 | 11 | 兴业证券股份有限 公司宜宾分公司 | 中信建投证券股份 有限公司北京大屯 | 190 | | | | | | | | | 路证券营业部 | | | 2025-09-19 | 北方股份 | 600262 | 19.53 | ...

9月17日，北方股份大宗交易成交11万股，成交额219.67万元，占当日总成交额的2.9%，成交价19.97 元，较市场收盘价22.08元折价9.56%。 | 025-09-17 | 北方股份 | 600262 | 19.97 219.67 | 国联民生证券股份 有限公司成都挑城 8 1-5-5 1/97 501 000 11 4-5 | 中信建投证券股份 有限公司北京大屯 0-5 1/2 / 5/2 (8/0) 11, 2/2) | m | | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券商稼 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 卖出营业部 | 是否为专场 | ...

Group 1 - The core business of the company is the research, development, production, sales, and service of non-road mining dump trucks [1] - The company also provides spare parts, maintenance contracting, and labor services for mining vehicles [1] - The company's products are widely used in seven major mining sectors: metallurgy, coal, non-ferrous metals, chemicals, building materials, hydropower, and transportation infrastructure [1] Group 2 - The company is a leader in the domestic mining vehicle industry [1] - Currently, the company does not engage in military products [1]

重要内容提示： 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600262 证券简称：北方股份公告编号：2025-031 内蒙古北方重型汽车股份有限公司 关于持股5%以上股东权益变动触及1%刻度的提示性公告 特沃（上海）企业管理咨询有限公司保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 ■ 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 ■ 2.信息披露义务人信息 ■ 3.一致行动人信息 1.本次权益变动为5%以上股东特沃上海履行此前披露的减持计划，不触及要约收购。本次减持事项与 信息披露义务人此前已披露的计划、承诺一致。具体内容详见公司于2025年7月31日在《中国证券报》 《上海证券报》《证券时报》及上海证券交易所网站（www.sse.com.cn）披露的《关于持股5%以上股 东减持股份计划公告》（编号：2025-028）。 2.本次权益变动系信息披露义务人的正常减持行为，不会对公司治理结构及持续经营产生重大影响，本 次权益变动不会导致公司控股股东及实际控制人发生变化。 上述信息披露 ...

证券代码：600262 证券简称：北方股份 公告编号：2025-031 内蒙古北方重型汽车股份有限公司关于持股 5%以上 股东权益变动触及 1%刻度的提示性公告 特沃（上海）企业管理咨询有限公司保证向本公司提供的信息真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 14.00% | | | | 权益变动后合计比例 | 12.00% | | | | 本次变动是否违反已作出的承 | 是□ | 否 | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否 | | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 其他 5%以上大股东及其一致行动人 | | --- | --- | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） ...

Group 1 - The core point of the article is that Northern Shares (600262.SH) announced a share reduction by its major shareholder, Tewo (Shanghai) Enterprise Management Consulting Co., Ltd. [1] - Tewo Shanghai reduced its holdings by 1.25 million shares from August 28, 2025, to September 2, 2025, accounting for 0.74% of the total share capital through centralized bidding [1] - On September 5, 2025, Tewo Shanghai further reduced its holdings by 2.15 million shares via block trading, representing 1.26% of the total share capital [1] Group 2 - Following these transactions, Tewo Shanghai's shareholding percentage decreased from 14.00% to 12.00% [1] - The equity change crossed the 1% integer threshold, indicating a significant shift in ownership [1]

| 交易日期 | 证券期除 | 证券代码 | | 痰交价(元) 成交金额(万元) 成交量(*) 英入营业部 | | 是出露变部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-05 | 北方股份 | 600262 | 19.94 | 598.2 30 | 光大证券股份有限 | 中信建投证券股份 | 香 | | | | | | | 公司成都扛星路证 | 有限公司北京大电 | | | | | | | | 受管业部 | 路证券营业部 | | | 2025-09-05 | 北方設份 | 600262 | 19.94 | 368.89 | 华泰证券股份有限 18.5 公司南京庐山路诞 | 中信建投证券股份 有限公司北京大屯 | 줄 | | | | | | | 弱量变量 | 路证券营业部 | | | 2025-09-05 | 北方股份 | 600262 | 19.94 | 368.89 | 新講证券股份有限 18.5 公司绍兴分公司 | 中信建投证券股份 有限公司北京大屯 | 蓝 | | | | | | | | 路证券営业部 | ...

Group 1 - The core point of the article highlights the recent decline in the stock price of Northern Heavy Industries Group Co., Ltd., which fell by 5.02% to 22.51 CNY per share, with a trading volume of 185 million CNY and a turnover rate of 4.75%, resulting in a total market capitalization of 3.827 billion CNY [1] - Northern Heavy Industries specializes in the research, production, sales, and service of off-road mining dump trucks, with its main business revenue composition being 81.07% from complete vehicle sales contracts, 18.71% from spare parts and service contracts, and 0.22% from other sources [1] Group 2 - From the perspective of the top ten circulating shareholders, Huashang Fund has a fund that entered the top ten shareholders of Northern Heavy Industries, holding 929,200 shares, which accounts for 0.55% of the circulating shares, with an estimated floating loss of approximately 1.1057 million CNY [2] - The Huashang Zhenxuan Return Mixed A Fund (010761) was established on January 19, 2021, with a latest scale of 2.261 billion CNY, achieving a year-to-date return of 38.96% and ranking 1277 out of 8180 in its category, while its one-year return is 63.67%, ranking 1522 out of 7967 [2]

Group 1 - The core point of the news is that Northern Heavy Industries Co., Ltd. experienced a 5.02% drop in stock price, closing at 24.20 CNY per share, with a trading volume of 446 million CNY and a turnover rate of 10.69%, resulting in a total market capitalization of 4.114 billion CNY [1] - The company, established on April 26, 1988, and listed on June 30, 2000, specializes in the research, production, sales, and service of off-road mining dump trucks, with main business revenue composition being 81.07% from complete vehicle sales contracts, 18.71% from parts and service contracts, and 0.22% from other sources [1] Group 2 - From the perspective of the top ten circulating shareholders, Huashang Fund has a fund that entered the top ten shareholders of Northern Heavy Industries, holding 929,200 shares, which accounts for 0.55% of the circulating shares, with an estimated floating loss of approximately 1.1894 million CNY today [2] - The Huashang Selected Return Mixed A Fund (010761), established on January 19, 2021, has a latest scale of 2.261 billion CNY, with a year-to-date return of 39.32%, ranking 1074 out of 8194 in its category, and a one-year return of 62.13%, ranking 1495 out of 7963 [2]

Core Viewpoint - Northern Shares (600262) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year, indicating robust market expansion and operational efficiency [1]. Financial Performance - Total revenue reached 1.69 billion yuan, a year-on-year increase of 23.69% [1] - Net profit attributable to shareholders was 99.79 million yuan, up 33.24% year-on-year [1] - In Q2 alone, total revenue was 809 million yuan, reflecting a 50.28% increase year-on-year [1] - Q2 net profit attributable to shareholders was 36.33 million yuan, a 58.25% increase year-on-year [1] - Gross margin decreased to 19.01%, down 8.44% year-on-year [1] - Net margin decreased to 6.45%, down 3.43% year-on-year [1] - Total operating expenses were 39.66 million yuan, accounting for 2.35% of revenue, a decrease of 43.33% year-on-year [1] Cash Flow and Assets - Cash and cash equivalents increased by 209.46% to 1.372 billion yuan, primarily due to customer prepayments [1][2] - Operating cash flow per share surged to 3.59 yuan, a dramatic increase of 5171.59% year-on-year [1] - Accounts receivable reached 721 million yuan, representing 403.27% of net profit, indicating a significant amount of outstanding payments [1][17] Liabilities and Debt - Total liabilities increased by 32.58%, driven by higher accounts payable and contract liabilities [6] - Short-term borrowings were fully repaid, resulting in a 100% decrease [2] Market Position and Strategy - The company is focused on specialized mining vehicle operations, aiming to enhance its competitive edge against international giants [17] - There are no current plans for asset injections, as the company is concentrating on its core business and expanding both domestic and international markets [18] Investment and Research - The company has increased its research and development efforts, with R&D expenses rising by 3.72% [8] - The company is exploring the application of solid-state batteries in some mining vehicles [18] Shareholder Concerns - The second-largest shareholder has been reducing their stake, which has raised concerns about the company's market value management [18] - The company is actively working on strategies to enhance its market value and investor confidence [19]