证券代码：600815 证券简称：厦工股份 公告编号：2025-043 厦门厦工机械股份有限公司 股票交易异常波动公告 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： 厦门厦工机械股份有限公司（以下简称"公司"）股票于 2025 年 11 月 4 日、11 月 5 日连续两个交易日内收盘价格涨幅偏离值累计超过 20%，属于《上海 证券交易所交易规则》规定的股票交易异常波动情形。 经公司自查并书面询证公司控股股东，截至本公告披露日，不存在应披 露而未披露的重大事项或重大信息。 目前，公司的生产经营及内外部环境未发生重大变化。公司于 2025 年 10 月 31 日披露了《厦门厦工机械股份有限公司 2025 年第三季度报告》，公司 2025 年 1-9 月实现归属于上市公司股东的净利润-628.52 万元，同比下降 183.68%；实现归属于上市公司股东的扣除非经常性损益的净利润-4767.13 万 元。敬请广大投资者理性决策，审慎投资，注意防范二级市场交易风险。 一、股票交易异常波动的具体情况 公司股票交易于20 ...

证券代码：600815 证券简称：厦工股份 公告编号：2025-044 厦门厦工机械股份有限公司 股东减持股份计划实施结果公告 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： 股东持股的基本情况 1 本次减持计划实施前，中国进出口银行厦门分行（以下简称"厦门口行"） 持有厦门厦工机械股份有限公司（以下简称"公司"）无限售条件流通股 102,622,188 股，占公司总股本的 5.78%。 减持计划的实施结果情况 公司于 2025 年 8 月 21 日披露了《厦工股份股东减持股份计划公告》（公告 编号：2025-030），厦门口行拟通过上海证券交易所集中竞价交易方式减持公司 股份数量不超过 17,740,944 股（即不超过公司总股本的 1%）。自 2025 年 9 月 11 日至 2025 年 11 月 5 日期间，厦门口行已累计减持公司股份 17,740,900 股，达 公司总股本的 1%。本次减持计划实施完毕。 公司于 2025 年 11 月 5 日收到厦门口行《关于减持股份计划实施结果的告知 函 ...

证券代码：600815 证券简称：厦工股份 公告编号：2025-045 厦门厦工机械股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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： 会议召开时间：2025 年 11 月 14 日（星期五）15:00-16:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络文字互动 投资者可于 2025 年 11 月 7 日（星期五）至 11 月 13 日（星期四）16:00 前登录 上证路 演中 心网站 首页点 击" 提问 预征集" 栏目 或通过 公司 邮箱 （stock@xiagong.com）进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 厦门厦工机械股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日发布 了公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 ...

Core Viewpoint - Xiamen XGMA Machinery Co., Ltd. announced a share reduction plan, where Xiamen Bank intends to reduce its holdings by up to 17.74 million shares, representing 1% of the company's total share capital [1] Summary by Sections - **Share Reduction Plan** - The company disclosed a share reduction plan on August 21, 2025, indicating that Xiamen Bank would reduce its holdings through centralized bidding on the Shanghai Stock Exchange [1] - **Execution of the Plan** - From September 11, 2025, to November 5, 2025, Xiamen Bank has completed the reduction of 17.74 million shares, achieving the planned reduction of 1% of the total share capital [1]

Core Viewpoint - XGMA Co., Ltd. (stock code: 600815) experienced a trading halt today with a daily turnover rate of 11.25% and a transaction amount of 741 million yuan, despite a net sell-off of 186 million yuan by brokerage seats [2]. Trading Activity - The stock was listed on the Shanghai Stock Exchange due to a daily price deviation of 9.86%, with brokerage seats collectively net selling 186 million yuan [2]. - The top five brokerage seats accounted for a total transaction amount of 534 million yuan, with a buying amount of 174 million yuan and a selling amount of 360 million yuan, resulting in a net sell-off of 186 million yuan [2]. - The largest buying brokerage was Guotai Junan Securities Co., Ltd. Sanya Yingbin Road Securities Office, with a buying amount of 102 million yuan, while the largest selling brokerage was Industrial Securities Co., Ltd. Xiamen Branch, with a selling amount of 250 million yuan [2]. Fund Flow - The stock saw a net outflow of 4.77 million yuan in main funds today, with a net inflow of 2.65 million yuan from large orders and a net outflow of 7.42 million yuan from major funds. Over the past five days, the net inflow of main funds was 73.90 million yuan [2]. Financial Performance - On October 31, the company released its third-quarter report, indicating that for the first three quarters, it achieved an operating income of 431 million yuan, a year-on-year decrease of 23.30%, and a net profit of -6.29 million yuan [2].

Market Overview - The A-share market rebounded with the Shanghai Composite Index rising by 0.23%, the Shenzhen Component Index increasing by 0.37%, and the ChiNext Index up by 1.03% [1] - The total market turnover was 1.8943 trillion yuan, a decrease of 44.1 billion yuan compared to the previous day, with over 3,300 stocks rising [1] Sector Performance - The energy storage sector led the gains, with Tongrun Equipment (002150) hitting the daily limit within two minutes of the afternoon session, and Aters "20CM" also reaching the limit [2] - Sunshine Power (300274) surged over 7%, with a transaction volume of 23.373 billion yuan, making it the only stock in A-shares to exceed 20 billion yuan in turnover [2] - The electric grid equipment, photovoltaic, and energy storage sectors experienced a collective surge, with nearly 20 stocks hitting the daily limit, including TBEA (600089), Aters, Tongrun Equipment, and Sanbian Technology (002112) [6][12] Energy Storage Sector Insights - The energy storage concept stocks saw significant increases, with Tongrun Equipment and Sunshine Power reaching their daily limits [7] - Recent orders won by several energy storage-related companies, including a 520 million yuan contract signed by Hopu Co., Ltd. for energy storage systems, contributed to the sector's strong performance [9] Policy and Demand Drivers - The strong performance of the energy storage sector is driven by multiple factors, including policy support, robust demand, and rising prices in the supply chain [10] - The "New Type Energy Storage Scale Construction Special Action Plan (2025-2027)" aims for a new energy storage installation capacity of over 180 million kilowatts by 2027, with direct investment expected to reach approximately 250 billion yuan [10] - The actual demand for energy storage systems from January to September 2025 was 89.2 GW/321.2 GWh, reflecting a year-on-year growth of 178% [10] Electric Grid Equipment Sector Insights - The electric grid equipment sector saw a collective surge, with significant investments reported by the State Grid, which completed fixed asset investments exceeding 420 billion yuan from January to September, a year-on-year increase of 8.1% [12] - The total investment scale of the State Grid is expected to exceed 650 billion yuan for the year [12] - Analysts suggest that the overall demand for electric power equipment is on the rise, driven by energy transitions in Europe and the U.S. and geopolitical factors [13]

Market Overview - The three major A-share indices collectively rose today, with the Shanghai Composite Index increasing by 0.23% to close at 3969.25 points, the Shenzhen Component Index rising by 0.37% to 13223.56 points, and the ChiNext Index up by 1.03% to 3166.23 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 187.23 billion, a decrease of 43.4 billion compared to the previous day [1] Sector Performance - Most industry sectors experienced gains, with notable increases in the following areas: electric grid equipment, batteries, photovoltaic equipment, wind power equipment, power supply equipment, coal industry, and fertilizer industry [1] - The insurance and software development sectors saw the largest declines [1] Stock Performance - Approximately 3400 stocks rose, with over 80 stocks hitting the daily limit [1] - The electric grid equipment sector saw a surge, with stocks such as Shuangjie Electric (300444), Zhongzhi Technology (301361), Jinguang Electric, and Zhongneng Electric (300062) reaching the daily limit [1] - The Hainan sector strengthened again, with Haima Automobile (000572) and other stocks hitting the daily limit [1] - The Fujian sector was active, with XG Group (600815) achieving two consecutive limit-ups [1] - The broad consumer concept stocks collectively strengthened, with companies like Caesar Travel (000796) and Anji Food (603696) also hitting the daily limit [1] - The energy storage sector led the gains, with Tongrun Equipment (002150) hitting the limit and reaching a new high, while Aters also reached the daily limit [1] Fund Flow - In terms of industry fund flows, electric grid equipment, photovoltaic equipment, and batteries ranked high in net inflows, with electric grid equipment seeing a net inflow of 6.31 billion [2] - Conversely, the software development, semiconductor, and internet services sectors experienced significant net outflows, with software development facing a net outflow of 4.675 billion [4]

Group 1: Company Highlights - Shenneng Shenli, a leading company in composite insulators, achieved a net profit growth of 177.52% year-on-year in the first half of the year [2] - TBEA, a leader in the power transmission and transformation industry, holds a market share of approximately 50% in the main transformer market for nuclear power plants [2] - Yiyou Co., a leading relay manufacturer in China, has developed phase-shifting transformers for data center power systems in collaboration with clients [2] - Jinpan Technology has completed a prototype of a 10kV/2.4MW solid-state transformer suitable for HVDC 800V data center power architecture, with a net profit growth of 20.27% year-on-year in the first three quarters [2] - Hainan Free Trade Port will officially start operations on December 18 [2] Group 2: Industry Developments - The focus on renewable energy sources such as hydropower, wind power, and photovoltaics is evident in the business operations of companies like Mindong Electric Power [2] - The construction of a 2MWt liquid fuel molten salt experimental reactor has been completed, indicating advancements in nuclear technology [3] - The price of lithium hexafluorophosphate continues to rise, reflecting trends in the lithium battery market [6] - The demand for energy storage systems is increasing, as evidenced by Hopu's signing of a 5 billion yuan procurement contract for energy storage systems [6] - The focus on smart city and smart transportation products is growing, with companies developing multifunctional smart lamp posts [7]

Core Viewpoint - The Fujian sector in the A-share market has shown a counter-trend increase, with several companies experiencing significant stock price rises, indicating potential investment opportunities in this region [1][2]. Group 1: Stock Performance - Zhongneng Electric (300062) saw a rise of 10.43%, with a total market capitalization of 4.723 billion and a year-to-date increase of 44.05% [2]. - Xiamen Construction Machinery (600815) increased by 10.09%, with a market cap of 6.582 billion and a year-to-date rise of 40.00% [2]. - Snowman Group (002639) rose by 10.04%, with a market cap of 10.6 billion and a year-to-date increase of 100.00% [2]. - Pingtan Development (000592) also increased by 10.04%, with a market cap of 18.2 billion and a year-to-date rise of 228.57% [2]. - Anji Food (603696) rose by 10.03%, with a market cap of 3.147 billion and a year-to-date increase of 64.39% [2]. - Shida Group (600734) increased by 9.95%, with a market cap of 8.909 billion and a year-to-date rise of 13.30% [2]. - Zhangzhou Development (000753) saw a rise of 7.50%, with a market cap of 9.806 billion and a year-to-date increase of 130.41% [2]. - Haixia Environmental Protection (603817) increased by 5.77%, with a market cap of 4.601 billion and a year-to-date rise of 45.99% [2]. - Zhongfutong (300560) rose by 5.59%, with a market cap of 3.474 billion and a year-to-date decrease of 2.33% [2]. - Qingshan Paper (600103) increased by 5.47%, with a market cap of 9.075 billion and a year-to-date rise of 58.94% [2].

Group 1 - The Fujian sector in the A-share market is experiencing a counter-trend rise, with notable increases in several companies [1] - Zhongneng Electric has surged over 10%, while companies such as Xiamen Construction, Snowman Group, Pingtan Development (14 consecutive trading days with gains), Anji Food, and Shida Group have reached the 10% daily limit [1] - Zhangzhou Development has increased by over 7%, and Haixia Environmental Protection, Zhongfutong, and Qingshan Paper have risen by over 5% [1]