| 证券代码：600482 | 证券简称：中国动力 | | 公告编号：2025-045 | | --- | --- | --- | --- | | 债券代码：110808 | 债券简称：动力定 | 02 | | 中国船舶重工集团动力股份有限公司 可转债转股结果暨股份变动公告 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： ●本季度转股情况：2025 年第二季度，中国船舶重工集团动力股份有限公司（以 下简称"公司"）定向可转债"动力定 02"余额因转股减少 1,950,000 元。 ●累计转股情况：截至 2025 年 6 月 30 日，公司定向可转债"动力定 02"累计因 转股减少金额 1,198,252,000 元，累计形成 59,921,739 股，占可转债转股前已发行股份 总额的 2.7733%。考虑已摘牌的定向可转债"动力定 01"，累计转股占可转债转股前 已发行股份总额的 4.2663%。 ●未转股可转债情况：截至 2025 年 6 月 30 日，公司定向可转债"动力定 02"剩 余可转债余额为 301 ...

| 证券代码：600482 | 证券简称：中国动力 | 公告编号：2025-043 | | --- | --- | --- | | 债券代码：110808 | 债券简称：动力定02 | | 中国船舶重工集团动力股份有限公司 ●公司不存在逾期提供担保的情况。 ●特别风险提示：无 一、担保情况概述 关于为所属子公司提供担保的进展情况公告 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： ●被担保人名称：被担保人为中国船舶重工集团动力股份有限公司（以下简称 "公司"或"中国动力"）间接控股子公司哈尔滨广瀚燃气轮机有限公司（以下 简称"广瀚燃机"）、哈尔滨广瀚动力传动有限公司（以下简称"广瀚传动"）。 ●担保金额及已实际为其提供的担保余额：本次新增公司向广瀚燃机提供担保 合同金额42,324万元，担保余额38,639万元，向广瀚传动提供担保合同金额2,842.80 万元，担保余额286.24万元（以上担保余额均含本次新增）。 ●本次担保是否有反担保：本次新增担保有反担保。 公司分别于2025年4月24日、2025年5月2 ...

| 证券代码：600482 | 证券简称：中国动力 | 公告编号：2025-044 | | --- | --- | --- | | 债券代码：110808 | 债券简称：动力定02 | | 中国船舶重工集团动力股份有限公司 中国船舶重工集团动力股份有限公司董事会 二〇二五年七月一日 1 中国船舶重工集团动力股份有限公司（以下简称"中国动力"、"公司"）拟 通过发行可转换公司债券及支付现金的方式向中国船舶工业集团有限公司购买其 持有的中船柴油机有限公司 16.5136%股权，并向不超过 35 名特定投资者发行可转 换公司债券募集配套资金（以下简称"本次交易"）。 2025 年 6 月 30 日，公司收到上海证券交易所（以下简称"上交所"）出具的 《关于受理中国船舶重工集团动力股份有限公司发行股份购买资产并募集配套资 金申请的通知》(上证上审（并购重组）〔2025〕44 号）。上交所依据相关规定对 申请文件进行了核对，认为申请文件齐备，符合法定形式，决定予以受理并依法 进行审核。 本次交易尚需上交所审核通过，并经中国证券监督管理委员会予以注册及相关 法律法规所要求的其他可能涉及的必要批准、核准、备案或许可（如需） ...

中国动力（600482）公告，公司拟通过发行可转换公司债券及支付现金的方式向中国船舶工业集团有限 公司购买其持有的中船柴油机有限公司16.5136%股权，并向不超过35名特定投资者发行可转换公司债 券募集配套资金。2025年6月30日，公司收到上海证券交易所出具的《关于受理中国船舶重工集团动力 股份有限公司发行股份购买资产并募集配套资金申请的通知》。上交所依据相关规定对申请文件进行了 核对，认为申请文件齐备，符合法定形式，决定予以受理并依法进行审核。本次交易尚需上交所审核通 过，并经中国证券监督管理委员会予以注册及相关法律法规所要求的其他可能涉及的必要批准、核准、 备案或许可(如需)后方可正式实施。 ...

Group 1 - The ocean economy is a significant driver of GDP growth, with the national marine production value expected to exceed 10 trillion yuan in 2024, accounting for 7.8% of the GDP, and contributing 11.5% to economic growth [1][8] - The government has highlighted "deep-sea technology" in its reports, indicating its importance alongside commercial aerospace and low-altitude economy, suggesting a rapid development potential in deep-sea equipment and exploration [1][8] - The deep-sea technology sector is identified as a key pillar for building a maritime power, encompassing three main areas: deep-sea materials, deep-sea equipment manufacturing, and deep-sea digital applications [3][17] Group 2 - Various provinces and cities are accelerating the development of marine economy, with policies focusing on high-end, intelligent, and green development, and establishing multi-level industrial systems [2][13] - Shanghai's marine industry development plan (2025-2035) proposes a "3+5+X" industrial system, while Guangdong's regulations emphasize support for eight emerging marine industry clusters [2][14] - The deep-sea materials sector is crucial for deep-sea technology, involving structural and buoyancy materials necessary for the development of marine resources, with a focus on high-performance steel, alloy materials, and composite materials [3][21] Group 3 - The deep-sea equipment sector is essential for supporting deep-sea development, facing challenges from complex underwater environments, with significant growth in China's shipbuilding industry, which saw a 13.8% increase in completed shipbuilding volume in 2024 [4][26] - The deep-sea digitalization and intelligence sector is a vital direction for deep-sea technology development, aiming to create a "digital ocean" that enhances marine decision-making and governance through advanced information technologies [5][17] - The report suggests focusing on marine engineering equipment manufacturing, marine equipment components, and marine observation instruments as key areas for investment [4][26]

Core Points - The China Securities Index for State-Owned Enterprises in Strategic Emerging Industries (932266) increased by 1.29% to 1385.44 points, with a trading volume of 17.697 billion yuan [1] - Over the past month, the index has risen by 0.06%, but it has decreased by 6.50% over the last three months and by 2.14% year-to-date [1] Index Composition - The index is customized by China Chengtong Holdings Group and includes 50 state-owned enterprises with high growth potential from the strategic emerging industries [1] - The top ten weighted stocks in the index are: BOE Technology Group (10.05%), Northern Rare Earth (9.58%), Shengyi Technology (5.5%), Hu Silicon Industry (4.69%), China Power (4.0%), AVIC Chengfei (3.93%), Huahong Semiconductor (3.33%), Shenghe Resources (2.85%), Chipone Technology (2.71%), and Dingsheng Technology (2.63%) [1] - The index's market composition shows that the Shanghai Stock Exchange accounts for 57.33%, the Shenzhen Stock Exchange for 42.50%, and the Beijing Stock Exchange for 0.17% [1] Industry Breakdown - The industry composition of the index includes: Information Technology (40.79%), Industrials (32.22%), Materials (19.09%), Communication Services (3.41%), Healthcare (2.55%), Consumer Staples (1.58%), and Utilities (0.37%) [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]

Group 1 - The report analyzes the development trends and future prospects of the global and Chinese power battery precursor and cathode market from 2025 to 2031 [1][3] - It categorizes power battery precursors and cathodes into several types, including NCA, NMC, natural graphite, synthetic graphite, and others [4][5] - The report provides sales growth trends for different product types and applications, including lithium-ion batteries, nickel-hydrogen batteries, lithium cobalt oxide batteries, lithium manganese oxide batteries, and lithium iron phosphate batteries [4][5] Group 2 - The global power battery precursor and cathode market is expected to see significant growth in capacity, production, and demand from 2020 to 2031 [2][4] - The report forecasts the supply and demand situation, production capacity, output, and utilization rates for the global market [2][4] - It also includes a detailed analysis of the market size and growth trends in major regions, including North America, Europe, China, Japan, Southeast Asia, and India [5][6] Group 3 - The report highlights the market share and sales performance of major manufacturers in the global and Chinese markets, including LG, BASF, and others [6][7] - It provides insights into the production bases, sales regions, competitors, and market positions of key players [6][7] - The analysis includes sales volume, revenue, price trends, and profit margins for these manufacturers from 2020 to 2025 [6][7] Group 4 - The report discusses the competitive landscape of the power battery precursor and cathode industry, including market concentration and competition levels [6][7] - It identifies the top manufacturers and their market shares, as well as the investment and merger activities within the industry [6][7] - The report also examines the industry chain, manufacturing processes, upstream supply conditions, and downstream customer analysis [8][9]

Group 1 - The China Securities Index Strategic Emerging Industries Index (CSI Strategic Emerging, 932266) experienced a decline of 1.31%, closing at 1373.82 points with a trading volume of 18.306 billion [1] - Over the past month, the CSI Strategic Emerging Industries Index has increased by 2.28%, but it has decreased by 5.17% over the last three months and is down 0.40% year-to-date [1] - The index is customized by China Chengtong Holdings Group and includes 50 state-owned enterprises with significant growth potential from the strategic emerging industries [1] Group 2 - The top ten holdings of the CSI Strategic Emerging Industries Index are: Northern Huachuang (10.89%), BOE Technology Group (9.45%), China Aluminum (8.97%), Shengyi Technology (5.46%), Goldwind Technology (4.23%), China Power (4.0%), Shenghe Resources (3.04%), Jingfang Technology (2.83%), Jinghe Integration (2.73%), and Aerospace Rainbow (2.57%) [1] - The market share of the index holdings is distributed as follows: Shenzhen Stock Exchange 50.94%, Shanghai Stock Exchange 48.28%, and Beijing Stock Exchange 0.78% [1] Group 3 - The industry composition of the index holdings is as follows: Information Technology 45.31%, Industrials 29.35%, Materials 16.90%, Communication Services 4.22%, Utilities 2.04%, Consumer Staples 1.75%, and Health Care 0.43% [2] - The index samples are adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]

因实施 2024 年年度权益分派,中国船舶重工集团动力股份有限公司（以下简 称"中国动力"或"公司"）可转债转股停复牌情况如下：自权益分派公告前一个 交易日（即 2025 年 6 月 5 日）至权益分派股权登记日（即 2025 年 6 月 12 日）期 间，公司可转换公司债券"动力定 02"（债券代码：110808）（以下简称称"可转 债"）将停止转股，2025 年 6 月 13 日起恢复转股。 | 证券代码 | 证券简称 | | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | --- | | 110808 | 动力定 | 02 | 可转债转股复 | | | 2025/6/12 | 2025/6/13 | | | | | 牌 | | | | | 一、转股价格调整依据 | 证券代码：600482 | 证券简称：中国动力 | | 公告编号：2025-042 | | --- | --- | --- | --- | | 债券代码：110808 | 债券简称：动力定 | 02 | | 中国船舶重工集团动力 ...

| 证券代码：600482 | 证券简称：中国动力 公告编号：2025-041 | | --- | --- | | 债券代码：110808 | 债券简称：动力定 02 | 中国船舶重工集团动力股份有限公司 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 23 日的2024年年度股东大会审议通过。 二、 分配方案 2024年年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.18600元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/12 | － | 2025/6/13 | 2025/6/13 | 差异化分红送转： 否 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次 ...