内蒙古北方重型汽车股份有限公司 内幕信息知情人登记管理制度 （2025 年 8 月 25 日北方股份九届二次董事会审议通过） 第一章 总 则 第一条 为了规范公司内幕信息管理，加强内幕信息保密工 作，维护公司信息披露的公开、公平、公正原则，保护广大投资 者的合法权益，根据《中华人民共和国公司法》《中华人民共和 国证券法》（以下简称《证券法》）《上市公司信息披露管理办法》 《上市公司监管指引第 5 号—上市公司内幕信息知情人登记管 理制度》《中国兵器工业集团有限公司上市公司内幕信息管理办 法》等有关法律法规、规范性文件及《内蒙古北方重型汽车股份 有限公司章程》（以下简称《公司章程》）等有关规定，制 定本制度。 第二条 公司董事会应当按照相关法律法规、上海证券交易 所相关规则及《公司章程》要求及时登记和报送内幕信息知情人 档案，并保证内幕信息知情人档案真实、准确和完整，董事长为 主要责任人。董事会秘书负责办理公司内幕信息知情人的登记入 档和报送事宜。董事长与董事会秘书应当对内幕信息知情人档案 的真实、准确和完整签署书面确认意见。 第二章 内幕信息及内幕信息知情人的范围 1 （四）由于所任公司职务或者因与公司业务往 ...

内蒙古北方重型汽车股份有限公司 信息披露管理制度 （2025 年 8 月 25 日北方股份九届二次董事会审议通过） 第一章 总则 第一条 为了规范公司的信息披露行为，加强公司信息披露 事务管理，切实保护公司、股东、债权人及其他利益相关者的合 法权益，根据《中华人民共和国公司法》（以下简称《公司法》）、 《中华人民共和国证券法》（以下简称《证券法》）、《上市公司信 息披露管理办法》《上市公司信息披露暂缓与豁免管理规定》《上 海证券交易所股票上市规则》《上海证券交易所上市公司自律监 管指引第 2 号—信息披露事务管理》等有关法律法规、规范性文 件及《内蒙古北方重型汽车股份有限公司章程》（以下简称《公 司章程》）等有关规定，结合公司实际情况，制定本制度。 第二条 本制度所称"信息"是指所有对公司股票价格可能 产生重大影响的信息以及中国证券监管部门要求披露的信息；本 制度所称"披露"，是指在规定的时间内、在规定的媒体上、以 规定的方式向社会公众公布前述的信息，并按规定报送有关监管 部门备案的行为。 第三条 本制度所称"信息披露义务人"是指公司及其董事、 高级管理人员，持有公司百分之五以上股份的股东，收购人及其 1 他 ...

内蒙古北方重型汽车股份有限公司与兵工财务有限责任公司 关联存贷款等金融业务的风险评估报告 截至 2025 年 06 月 30 日，内蒙古北方重型汽车股份有限公司及控股子公司 （以下简称"本公司"）与兵工财务有限责任公司关联交易的人民币存款平均余额为 105,262.61 万元，外币存款平均余额 1.66 万美元，贷款余额 0 万元，利息支出 0 万元。本公司与财务公司发生关联存贷款金融业务的风险主要体现在相关存款的 安全性和流动性，这些涉及财务公司自主经营中的业务和财务风险。根据财务公 司提供的有关资料和财务报表，并经本公司调查、核实，现将有关风险评估情况 报告如下： 一、财务公司的基本情况 兵工财务有限责任公司（以下简称"财务公司"）创建于1997年6月4日，其前 身是北方工业集团财务有限责任公司，2001年11月更名为兵器财务有限责任公司， 2005年办理了增资扩股及变更营业范围等事项，2011年再次办理了增资扩股事项， 2011年底更名为兵工财务有限责任公司，2020年再次进行了增资扩股，财务公司 注册资本扩到634,000万元。 2024年2月6日经国家金融监督管理总局北京监管局批准换发了新的《金融许 ...

格隆汇8月25日丨北方股份(600262.SH)公布2025年半年度报告，报告期实现营业收入16.7亿元，同比增 长23.69%；归属于上市公司股东的净利润9979.49万元，同比增长33.24%；归属于上市公司股东的扣除 非经常性损益的净利润9586.7万元，同比增长46.36%；基本每股收益0.59元。 ...

Group 1 - The stock price of Northern Heavy Industries Co., Ltd. (600262) closed at 22.76 yuan on August 14, 2025, down 6.72% with a turnover rate of 5.49% and a trading volume of 93,400 hands, amounting to 217 million yuan [1] - The latest financial report for the first quarter of 2025 shows total operating revenue of 881 million yuan, a year-on-year increase of 6.41%, and a net profit attributable to shareholders of 63.46 million yuan, up 22.19% year-on-year [1] - The company has a current ratio of 1.514, a quick ratio of 0.951, and a debt-to-asset ratio of 64.09% [1] Group 2 - Northern Heavy Industries Co., Ltd. was established in 1988 and is located in Baotou City, primarily engaged in the automotive manufacturing industry [2] - The company has made investments in 5 enterprises and participated in 1,641 bidding projects [2] - The company holds 5 trademark registrations and 612 patents, along with 72 administrative licenses [2]

Core Viewpoint - The major shareholder of Inner Mongolia North Heavy Duty Truck Corporation Limited (referred to as "the company") plans to reduce its shareholding due to personal funding needs, which may impact the stock's market performance and investor sentiment [3][10]. Group 1: Shareholder Information - As of the announcement date, the major shareholder, Tewo (Shanghai) Enterprise Management Consulting Co., Ltd. ("Tewo Shanghai"), holds 24.25 million unrestricted circulating shares, accounting for 14.26% of the total share capital [2][4]. - Tewo Shanghai previously acquired 42.78 million shares through agreement transfer and has already reduced its holdings by 18.53 million shares through block trades and centralized bidding [4]. Group 2: Reduction Plan Details - Tewo Shanghai intends to reduce its holdings by up to 5.1 million shares (3% of total share capital) between August 22, 2025, and November 21, 2025, using centralized bidding and/or block trading methods [3][10]. - The reduction will consist of a maximum of 1.7 million shares (1% of total share capital) through centralized bidding and up to 3.4 million shares (2% of total share capital) through block trading [3][10]. Group 3: Compliance and Regulations - The reduction plan complies with relevant regulations, including the Interim Measures for the Management of Shareholders' Reduction of Shares and the Self-Regulatory Guidelines for Listed Companies [10]. - Tewo Shanghai confirms that there are no other arrangements regarding the reduction and that it does not have any commitments regarding shareholding ratios or reduction methods [8].

Core Viewpoint - As of July 30, 2025, the stock price of Beifang Co. is reported at 23.09 yuan, reflecting a decline of 1.49% from the previous trading day [1] Group 1: Stock Performance - The opening price on the same day was 23.44 yuan, with a highest point of 23.96 yuan and a lowest point of 22.93 yuan [1] - The trading volume reached 1.20 billion yuan, with a turnover rate of 3.01% [1] - On July 30, the net outflow of main funds was 13.12 million yuan, accounting for 0.33% of the circulating market value [1] Group 2: Company Financials - In Q1 2025, Beifang Co. achieved an operating income of 880 million yuan and a net profit attributable to shareholders of 63.46 million yuan [1] Group 3: Shareholder Actions - The shareholder, Tewo (Shanghai) Enterprise Management Consulting Co., plans to reduce its holdings by up to 5.10 million shares, representing 3% of the total share capital, starting from August 22, 2025, over a period of three months due to personal funding needs [1]

Summary of Key Points Core Viewpoint - On July 30, a total of 17 A-share listed companies disclosed share reduction plans, with no companies announcing share increases on the same day [1]. Group 1: Companies and Their Share Reduction Plans - Rongda Photoelectric plans to reduce no more than 2% of its shares by controlling shareholders and their concerted actions [2]. - Panda Dairy's shareholders holding over 5% intend to reduce no more than 0.2823% of their shares [2]. - Gaolun Electronics' shareholder, Jinqiu Investment and its concerted parties, plan to reduce no more than 3% of the company's shares [2]. - Jiangnan Yifan's shareholders plan to reduce their holdings [2]. - Shenghong Co., Ltd. plans to reduce no more than 0.9969% of its shares by shareholder Sheng Jianming [2]. - Wanjitech's director Gao Xin plans to reduce no more than 21,000 shares [2]. - Jida Zhengyuan plans to reduce no more than 1.88 million shares by Beijing Zhongruan Alliance Technology Development Co., Ltd. [2]. - Desheng Technology's controlling shareholder and actual controller plan to reduce no more than 3% of the company's shares [2]. - KRAST's DrakaComteq B.V. plans to reduce 5.00% of its H-shares through block trading [2]. - Ruixinwei's shareholder Run Kexin plans to reduce holdings to 5% [2]. - Jiahuan Technology's controlling shareholder and actual controller's concerted party plans to reduce no more than 3% of shares [2]. - Guangwei Composites' controlling shareholder Guangwei Group plans to reduce no more than 1.21% of shares [2]. - Hengwei Technology's Tiancheng Fund plans to reduce no more than 1.8738% of shares [2]. - Beifang Co., Ltd.'s shareholder Tewo Shanghai plans to reduce no more than 3% of shares [2]. - Bohai Ferry's director and general manager, along with the board secretary, plan to reduce their shares [2]. - Hatou Co., Ltd.'s Dazheng Group plans to reduce no more than 1% of shares [2]. - Wansheng Co., Ltd.'s shareholder Gao Yuanxia plans to reduce no more than 0.08% of shares [2].

Core Viewpoint - On July 30, no A-share listed companies disclosed any increase in shareholding, while 17 companies announced share reductions, indicating a trend of shareholder divestment in the market [1]. Summary by Category Share Reduction Details - Rongda Photoelectric plans to reduce its shareholding by up to 2% [2] - Nengmao Dairy intends to reduce its stake by up to 0.2823% [2] - Gai Lun Electronics' shareholder, Jinqiu Investment, plans to reduce its holdings by no more than 3% [2] - Jiangnan Yifan's shareholders are set to reduce their shares [2] - Lei Hong Co., Ltd. plans to reduce its shares by up to 0.9969% [2] - Wanjie Technology's director, Gao Xin, plans to reduce up to 21,000 shares [2] - Jida Zhengyuan plans to reduce up to 1.88 million shares [2] - Desheng Technology's controlling shareholder intends to reduce up to 3% [2] - Changfei Optical Fiber's shareholder, DrakaComteq B.V., will reduce 5% of H-shares through block trading [2] - Ruixin Micro's shareholder, Runkexin, will reduce its stake to 5% [2] - Jiahuai Technology's controlling shareholder plans to reduce up to 3% [2] - Guangwei Composite's controlling shareholder, Guangwei Group, intends to reduce up to 1.21% [2] - Hengwei Technology's Tiancheng Fund plans to reduce up to 1.8738% [2] - Beifang Co., Ltd.'s shareholder, Tewo Shanghai, plans to reduce up to 3% [2] - Bohai Ferry's directors and general manager plan to reduce their shares [2] - Hatou Co., Ltd.'s Dazheng Group intends to reduce up to 1% [2] - Wansheng Co., Ltd.'s shareholder, Gao Yuanxia, plans to reduce up to 0.08% [2]

今日焦点 宁德时代：上半年实现净利润305亿元同比增长33.02% 宁德时代公告，上半年实现收入1789亿元，同比增加7.27%；净利润305亿元，同比增长33.02%。报告 期内，本集团实现毛利448亿元，相比2024年同期增加14.45%；综合毛利率为25.02%，相比2024年同期 的23.45%上升1.57个百分点。 上纬新材：多次触及股票交易异常波动和严重异常波动情形明起停牌核查 上纬新材公告称，公司股票自2025年7月9日至7月30日期间多次触及股票交易异常波动及严重异常波动 情形。公司将于7月31日开市起停牌，预计停牌时间不超过3个交易日。公司基本面未发生重大变化，但 股票交易价格已严重脱离基本面，投资者参与交易可能面临较大市场风险。此外，公司股票价格涨幅显 著高于同期相关指数涨幅，换手率显著高于前期水平，市盈率显著高于行业平均水平。公司主营业务和 生产经营未发生重大变化，收购方未来十二个月内不存在资产重组计划，但控制权变更事项仍存在重大 不确定性风险。 金橙子：筹划购买萨米特光电55%股权，股票停牌 金橙子公告称，公司正在筹划以发行股份及支付现金的方式购买长春萨米特光电科技有限公司55%的股 ...