（文章来源：每日经济新闻） 万业企业（SH 600641，收盘价：14.62元）7月31日晚间发布公告称，本次减持股份计划实施前，公司 股东上海国盛资本管理有限公司－上海国盛海通股权投资基金合伙企业（有限合伙）（以下简称"国盛 资本"）持有公司股份46,531,500股，占公司总股本比例为5.00%。上述股份通过协议转让取得，均为无 限售条件流通股。 前期，公司披露了《股东集中竞价减持股份计划公告》。截至本公告披露日，国盛资本通过集中竞价交 易方式合计减持公司股份1,861,200股，合计减持比例为0.20%，本次减持计划已实施完毕。 2024年1至12月份，万业企业的营业收入构成为：房地产业占比48.34%，制造业占比41.44%，服务业占 比8.72%，其他业务占比1.49%。 ...

格隆汇7月31日丨万业企业(600641.SH)公布，截至本公告披露日，国盛资本通过集中竞价交易方式合计 减持公司股份186.12万股，合计减持比例为0.20%，本次减持计划已实施完毕。 ...

证券代码：600641 证券简称：万业企业 公告编号：临 2025-043 上海万业企业股份有限公司 关于持股5%以上股东减持至5%以下的提示性公告 本次权益变动属于减持，不触及要约收购。 本次权益变动后，上海万业企业股份有限公司（以下简称"公 司"、"本公司"）股东上海国盛资本管理有限公司－上海国盛海通 股权投资基金合伙企业（有限合伙）（以下简称"国盛资本"）合计 持有公司股份 44,670,300 股，占公司总股本的比例为 4.80%，不再是 公司持股 5%以上股东。 （1）企业名称 本次权益变动不会导致公司控股股东、实际控制人发生变化， 不会对公司经营活动产生影响。 公司于 2025 年 7 月 31 日收到国盛资本出具的《关于减持计划完 成的告知函》，现将有关权益变动情况公告如下： | 企业名称 | 上海国盛资本管理有限公司 | | --- | --- | | 公司类型 | 其他有限责任公司 | | 统一社会信用代码 | 91310000MA1FL5983F | | 法定代表人 | 孙烽 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | ...

证券代码：600641 证券简称：万业企业 公告编号：临 2025-042 上海万业企业股份有限公司 股东集中竞价减持股份结果公告 本公司董事会、全体董事及相关股东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： 大股东持股的基本情况 本次减持股份计划实施前，上海万业企业股份有限公司（以下简 称"公司"、"本公司"）股东上海国盛资本管理有限公司－上海国盛 海通股权投资基金合伙企业（有限合伙）（以下简称"国盛资本"）持 有公司股份 46,531,500 股，占公司总股本比例为 5.00%。上述股份通 过协议转让取得，均为无限售条件流通股。 减持计划的实施结果情况 前期，公司披露了《股东集中竞价减持股份计划公告》（公告编 号：临 2025-036）。截至本公告披露日，国盛资本通过集中竞价交易 方式合计减持公司股份 1,861,200 股，合计减持比例为 0.20%，本次 减持计划已实施完毕。具体情况如下： | 股东名称 | 上海国盛资本管理有限公司－上海国盛海通股权投资基 | | | | | --- | --- | --- | --- | ...

Summary of Key Points Core Viewpoint - The 2024 A-share Secretary Data Report indicates that the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan, highlighting the significant role of secretaries in connecting investors and listed companies [1]. Salary Overview - The total salary for secretaries in the A-share real estate sector amounted to 84.0472 million yuan, a decrease of 15.7269 million yuan from the previous year, with an average salary of 824,000 yuan, which is above the market average [5][1]. - In the real estate sector, there are 5 secretaries earning over 2 million yuan, and 24 earning over 1 million yuan, representing 24% of the total [5]. Salary Distribution - The salary distribution shows that the highest proportion of secretaries (51%) earn between 500,000 yuan and 1 million yuan, followed by 19% earning between 1 million yuan and 2 million yuan, and 16% earning between 300,000 yuan and 500,000 yuan [5][1]. - There are 9 secretaries with salaries below 300,000 yuan, accounting for nearly 9% [5]. Salary Changes - Among the secretaries, 24 experienced salary increases, while 35 saw their salaries decrease, with the highest salary increase being from 1.0842 million yuan to 1.5204 million yuan [7]. - The largest salary decrease was recorded for a secretary whose salary dropped by 2.6682 million yuan to 1.7378 million yuan, reflecting the financial struggles of the company [7]. Age and Education Distribution - The majority of secretaries (52%) are aged between 40 and 50, followed by 38% who are over 50, and nearly 10% are between 30 and 40 [1]. - In terms of education, 61% hold a master's degree, 32% have a bachelor's degree, and 3% hold doctoral or associate degrees [3].

Group 1 - A new company, Quzhou Wandao Thermal Electric Technology Co., Ltd., has been established with a registered capital of 50 million yuan [1] - The legal representative of the company is Zhang Guoliang [1] - The business scope includes manufacturing of electronic components, semiconductor device manufacturing, integrated circuit chip and product manufacturing, and general parts manufacturing [1] Group 2 - The company is indirectly wholly owned by Wanye Enterprise (stock code: 600641) [1]

二、进展情况 近日基金参与各方正式签署《重庆两江芯徵程半导体私募股权投 资基金合伙企业（有限合伙）合伙协议》。经工商核准，重庆两江产 业基金已办理完成工商登记注册手续，并取得重庆两江新区市场监督 管理局核发的《营业执照》，具体信息如下： 1、工商登记信息 名称：重庆两江芯徵程半导体私募股权投资基金合伙企业（有限 合伙） 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：600641 证券简称：万业企业 公告编号：临 2025-041 一、基本情况 上海万业企业股份有限公司 关于全资子公司参与发起设立股权投资基金 的进展情况公告 2025 年 7 月 11 日，上海万业企业股份有限公司（以下简称"公 司"）第十二届董事会临时会议审议通过了相关议案并披露了《关于 全资子公司参与发起设立股权投资基金暨关联交易的公告》（公告编 号：临 2025-039），公司全资子公司南通万业科技发展有限公司（以 下简称"南通万业"）作为有限合伙人（LP）认缴出资 2.99 亿元， 参与投资设立重庆两江芯徵程半导体私募股权投资基金合伙企业（有 ...

Group 1 - The core point of the article is the establishment of a new company, Quzhou Wanyuan Thermal Electric Technology Co., Ltd., which is involved in semiconductor-related businesses [1] - The company has a registered capital of 50 million yuan and its business scope includes manufacturing electronic components, semiconductor device manufacturing, integrated circuit chip and product manufacturing, and general parts manufacturing [1] - Quzhou Wanyuan Thermal Electric Technology Co., Ltd. is wholly owned by Wanyuan Enterprise (600641) through indirect shareholding [1]

Summary of Key Points Group 1: Company Performance Highlights - Wan Ye Enterprise expects a net profit of 30 to 40 million yuan for H1 2025, marking a turnaround from losses, with a significant reduction in non-recurring losses [4] - Zhongwei Company anticipates a revenue of 49.61 billion yuan for H1 2025, a year-on-year increase of 43.88%, with net profit expected to be between 6.8 to 7.3 billion yuan, reflecting a growth of 31.61% to 41.28% [8] - Kema Technology projects H1 2025 revenue of 5.15 to 5.25 billion yuan, a growth of 33.93% to 36.53%, with net profit expected to be between 1.65 to 1.75 billion yuan, a year-on-year increase of 18.59% to 25.77% [12] - Tuo Jing Technology forecasts H2 2025 revenue of 12.10 to 12.60 billion yuan, a growth of 52.18% to 58.47%, with net profit expected to double year-on-year [15][16] Group 2: Industry Trends and Insights - The motorcycle industry saw a total sales volume of 8.317 million units in the first half of 2025, representing a year-on-year increase of 19% [19] - The medical insurance sector is expected to maintain a stable income and expenditure structure, with basic medical insurance income projected to reach 34.913 billion yuan in 2024, a growth of 4.2% [27][28] - The railway equipment sector is entering a high-growth cycle, with a projected net profit increase of 45% to 65% for H1 2025, driven by product volume and price increases [30][31] Group 3: Investment Opportunities - The semiconductor industry is witnessing significant growth, with companies like Zhongwei and Tuo Jing expected to benefit from increased demand for advanced manufacturing equipment [10][11] - The photovoltaic sector is undergoing supply-side reforms, with a focus on cost-effective production and advanced capacity selection, indicating potential investment opportunities in leading companies [42][43] - The electric heavy truck market is experiencing a surge, with sales in June 2025 reaching 18,000 units, a year-on-year increase of 158%, suggesting strong growth potential in the commercial vehicle sector [48]

Investment Rating - The report maintains a "Buy-A" investment rating for the company, with a target price of 16.61 CNY per share, reflecting a 10x PS valuation for 2025 [4][6]. Core Insights - The company is expected to achieve significant revenue growth from 2025 to 2027, with projected revenues of 15.46 billion CNY, 20.96 billion CNY, and 25.18 billion CNY, respectively. Corresponding net profits are forecasted to be 2.4 billion CNY, 3.35 billion CNY, and 3.72 billion CNY [4][11]. - The company has successfully transitioned to a leading bismuth materials platform following the establishment of Anhui Wandao Electronics, which has significantly boosted revenue and profit [2][10]. - The company has accelerated the construction of new bismuth production lines, expected to commence production in the second half of 2025, aiming to meet customer demand and mitigate raw material price volatility [10][11]. Financial Performance - In the first half of 2025, the company reported a net profit attributable to shareholders of 0.3-0.4 billion CNY, marking a turnaround from previous losses. The net profit after deducting non-recurring items was projected to be between -0.2 and -0.1 billion CNY, indicating a year-on-year increase in losses of 159.47% to 29.74% [1][2]. - The second quarter of 2025 saw a net profit attributable to shareholders of 0.5-0.6 billion CNY, again reflecting a recovery, while the net profit after non-recurring items narrowed losses to between -0.16 and -0.06 billion CNY, a year-on-year improvement of 21.96% to 70.67% [1][2]. Market Position and Growth - The company has achieved record deliveries of ion implantation machines, with five 12-inch machines delivered in June 2025, indicating strong demand and operational capabilities in advanced semiconductor manufacturing [3][10]. - The company has enhanced its liquidity through the sale of its stake in Zhejiang Princ Electronics, which not only improved net profit but also provided funding for future R&D and capacity expansion [2][10].