Core Viewpoint - The A-share automotive sector experienced fluctuations in the afternoon, with mixed performance among various companies [1] Company Performance - Zhongtai Automobile saw a significant increase, with shares rising by 8.7% [1] - Jianghuai Automobile reached the daily limit, achieving a maximum increase [1] - BYD's shares fell by over 3% [1] - Hanma Technology's shares declined by over 2% [1]

汉马科技集团股份有限公司 证券代码：600375 证券简称：汉马科技 公告编号：临 2025－044 汉马科技集团股份有限公司 汉马科技集团股份有限公司 2025 年 5 月份产销数据快报如下： （单位：辆） | 类别 | 产品名称 | | 月度数据 | | | 年度数据 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 本月 | 上年 | 同比 | 本年 | 上年同 | 同比 | | | | 数量 | 同期 | 增减 | 累计 | 期累计 | 增减 | | | 货车 （含非完整车辆） | 1,050 | 635 | 65.35% | 4,960 | 3,176 | 56.17% | | 产量 | 其中：电动中重卡 | 916 | 369 | 148.24% | 3,439 | 1,542 | 123.02% | | | 底盘总成 | - | 165 | -100.00% | 232 | 1,170 | -80.17% | | | 醇氢动力系统 | 277 | 320 | -13.44% | 1,157 | 2,153 | -46.26% ...

5月份，国内重卡市场竞争依旧白热化，各大品牌订单也是捷报频传。 一汽解放、东风商用车、东风柳汽乘龙和徐工汽车分别斩获千辆大单，中国重汽、福田汽车、 三一重卡和汉马科技等企业也都有亮眼表现。 一汽解放：新能源重卡再签千辆大单 5月17日-18日，由中国交通运输协会与宁德时代联合主办的"新一代重卡换电生态发布活 动"在山西大同举行。一汽解放党委委员、副总经理兼商用车开发院院长、党委书记王建宇出 席并见证千辆订单签约仪式。 一汽解放新能源战略客户营销部部长张鹏与行业头部企业代表签订千辆换电重卡采购协议，这 是继4月份斩获千辆订单后，解放再次携手大客户实现的千辆突破。此次签约的新能源重卡涵 盖牵引车、载货车、专用车，标志着一汽解放新能源重卡全面发力布局底部换电产品，也彰显 着一汽解放与时代骐骥在市场开拓的合作日益密切。 中国重汽：燃油与新能源牵引车均获批量订单 5月18日，中国重汽汕德卡G7燃油牵引车VIP臻享品鉴会于阜阳启幕。活动现场人头攒动，见 证汕德卡G7燃油牵引车在高效运输领域的卓越性能与创新科技。活动现场，用户共计认购87 辆，而汕德卡引领物流运输变革的征程仍在继续。同一天，首批10辆重汽成都V7-X EV ...

Core Viewpoint - The automotive sector is experiencing a strong rally, with several companies reaching significant stock price milestones, indicating positive market sentiment and investor confidence in the industry [1] Company Performance - Seres has hit the daily limit up and is approaching its historical high [1] - BYD has reached a new historical high in its stock price [1] - Hanma Technology has also seen its stock price hit the daily limit up [1] - Other companies such as Jianghuai Automobile, BAIC Blue Valley, Dongfeng Motor, Haima Automobile, Ankai Bus, Changan Automobile, and Zhongtong Bus have all experienced stock price increases [1]

汽车整车板块异动走高，汉马科技（600375）涨停，曙光股份（600303）、北汽蓝谷（600733）、赛力 斯（601127）、海马汽车（000572）、安凯客车（000868）等纷纷走高。 暗盘资金流向曝光！提前捕捉庄家建仓信号>> ...

Group 1 - Vanke A received a loan of 1.552 billion yuan from its largest shareholder, Shenzhen Metro Group, to repay the principal and interest of publicly issued bonds, with a loan term of 36 months and an annual interest rate of 2.34%, lower than the 1-year LPR [2] - Chengfei Integration announced that its stock has been on a six-day trading limit, confirming that there are no undisclosed significant matters affecting the company [3] - Dongpeng Beverage's shareholder, Kunpeng Investment, reduced its shareholding from 6.44% to 5.43%, a decrease of 1.01 percentage points, through trading activities [4] Group 2 - Baofeng Energy plans to repurchase shares worth between 1 billion and 2 billion yuan, with a maximum repurchase price of 22.80 yuan per share [7] - Huakayi Yibai announced that shareholders plan to reduce their holdings by up to 3% of the company's total shares [6] - China Pacific Insurance reported a 10.4% year-on-year increase in original insurance premium income for its life insurance subsidiary, totaling 115.359 billion yuan [22]

汉马科技集团股份有限公司 根据重整计划，以公司现有总股本 654,314,844 股为基数，按照每 10 股转 增 14.5 股的比例实施资本公积金转增股票，共计转增 948,756,523 股，转增完 成后公司的总股本将加增至 1,603,071,367 股。 前述转增股票不向原出资人进行分配，其中 515,385,607 股用于按前述方案 引入重整投资人，并由产业投资人及其指定的员工主体、财务投资人按照本重整 计划规定的条件受让；其余 433,370,916 股全部用于按照本重整计划的规定清偿 汉马科技及安徽华菱汽车有限公司、安徽星马专用汽车有限公司、安徽福马汽车 零部件集团有限公司、安徽福马电子科技有限公司、芜湖福马汽车零部件有限公 司等五家子公司的普通债权。 二、资本公积金转增股票划转情况 证券代码：600375 证券简称：汉马科技 编号：临 2025－043 汉马科技集团股份有限公司 关于重整计划涉及的股份划转进展公告 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个别及连带责任。 一、重整情况概述 2024 年 12 月 1 ...

金十数据5月14日讯，汉马科技公告，公司根据重整计划，以每10股转增14.5股的比例实施资本公积金 转增，共计转增9.49亿股。近日，公司通过司法划转方式，将破产企业财产处置专用账户中的6980.44万 股股票划转至相应债权人，占总股本的4.35%，以抵偿债务。截至目前，用于引入重整投资人的5.15亿 股股票已全部划转；用于债务清偿的4.33亿股中，已划转3.04亿股至债权人账户。 汉马科技：重整计划完成多项股份划转 ...

【品大事】 2025.05. 06 5月6日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 *ST华嵘：现金收购控股子公司浙江庄辰34%股权 *ST华嵘(600421)公告，5月6日，公司与上海倾岚投资合伙企业（有限合伙）（简称"上海倾岚"）和 杭州丁酉投资合伙企业（有限合伙）（简称"杭州丁酉"）签署了《股权转让协议》，上海倾岚和杭州 丁酉分别持有公司控股子公司浙江庄辰42.5%和6.5%的股权,公司拟以现金方式收购上海倾岚所持有 的浙江庄辰27.5%股权和杭州丁酉持有的6.5%股权，合计34%的股权，本次股权转让完成后，公司将 持有浙江庄辰85%的股权。本次交易完成后，公司持有控股子公司浙江庄辰的股权比例将由51%提高 至85%，有利于进一步优化公司资产结构，促进公司经营发展。本次交易构成关联交易，但不构成重 大资产重组。基于谨慎性原则，上海倾岚和杭州丁酉按照浙江庄34%的股权所对应的净资产值 1972.80万元作为标的价值，公司按协议规定要求实际支付的对价为1972.80万元。 华智数媒：截至5月5日24时《水饺皇后》累计票房收入约为2.18亿元 华智数媒(300 ...

Group 1 - *ST Huaron plans to acquire 34% stake in Zhejiang Zhuangchen, increasing its ownership from 51% to 85%, optimizing asset structure and promoting business development [3] - Huazhi Media's film "Dumpling Queen" has grossed approximately 218 million yuan in its first six days, exceeding 50% of the company's audited revenue for the last fiscal year [4] - Shanghai International Group intends to transfer 339 million shares of Shanghai International Port Group to Jiushi Group without compensation, which will not change the major shareholder or actual controller [5] Group 2 - Weili Medical's subsidiary received EU MDR certification for portable infusion pumps and disposable storage boxes, enhancing market access in Europe [6] - Guoxin Technology successfully tested a new quantum-resistant chip, AHC001, based on domestic 28nm process technology [7] - Tianbang Foods reported April sales of 470,900 pigs, generating revenue of 691 million yuan, with a sales price of 16.29 yuan/kg [9] Group 3 - Weisheng Information won a procurement project from State Grid Hebei Electric Power Company worth 15.4587 million yuan, representing 0.56% of the company's audited revenue for 2024 [10] - Hanma Technology produced 1,120 trucks in April, with sales of 1,127 trucks, marking a year-on-year increase of 56.96% [11] - Western Pastoral's fresh milk production in April increased by 0.47% year-on-year, totaling 3,024.95 tons [12] Group 4 - Xiangyuan Cultural Tourism reported a 50.47% increase in revenue during the May Day holiday, with 623,600 visitors [13] - Zhongli Co. signed a strategic cooperation framework agreement with Jungheinrich AG to promote the electrification of the global material handling industry [15] - Far East Holdings received contracts worth 2.646 billion yuan in April for projects exceeding 10 million yuan [16] Group 5 - Haon Automotive received a project confirmation from a leading new energy vehicle brand, with an estimated total revenue of 619 million yuan over 3-6 years [17] - Aopu Optoelectronics signed a contract for the development of an optical system worth 297 million yuan, accounting for 39.84% of the company's audited revenue for 2024 [18] - Zhonghua Rock and Soil's subsidiary won a bid for a project worth 181 million yuan, representing 11.84% of the company's revenue for 2024 [19] Group 6 - Linglong Tire's controlling shareholder plans to increase its stake in the company by 200 million to 300 million yuan within six months [21] - Tiantong Co. obtained a loan commitment of up to 45 million yuan for stock repurchase purposes [24]