Core Points - The Shanghai Composite Index fell by 0.22% on October 28, with 10 industries rising, led by the comprehensive and defense industries, which increased by 2.06% and 1.07% respectively. The non-ferrous metals and beauty care industries saw the largest declines, down 2.72% and 1.51% respectively [1] - The machinery equipment sector experienced a decline of 0.48%, with a net outflow of 4.065 billion yuan in main capital. Out of 531 stocks in this sector, 227 rose, 6 hit the daily limit up, while 295 fell, with 1 hitting the daily limit down [1] - Within the machinery equipment sector, 173 stocks saw net inflows, with 16 stocks receiving over 50 million yuan in net inflows. The top three stocks by net inflow were Xagong Co., Ltd. (99.3682 million yuan), Ningbo Jingda (89.6725 million yuan), and Southern Road Machinery (89.2004 million yuan) [1] - The outflow list for the machinery equipment sector included 8 stocks with net outflows exceeding 100 million yuan, led by Huagong Technology (477 million yuan), Xugong Machinery (463 million yuan), and Yingweike (448 million yuan) [2] Machinery Equipment Sector - The top three stocks with significant inflows were: - Xagong Co., Ltd. with a rise of 9.90% and a turnover rate of 5.36%, receiving 99.3682 million yuan [1] - Ningbo Jingda with a rise of 10.05% and a turnover rate of 6.02%, receiving 89.6725 million yuan [1] - Southern Road Machinery with a rise of 10.01% and a turnover rate of 33.60%, receiving 89.2004 million yuan [1] - The top three stocks with significant outflows were: - Huagong Technology with a decline of 0.43% and a turnover rate of 7.94%, experiencing an outflow of 47.659 million yuan [2] - Xugong Machinery with a decline of 4.03% and a turnover rate of 2.96%, experiencing an outflow of 46.296 million yuan [2] - Yingweike with a decline of 3.78% and a turnover rate of 6.39%, experiencing an outflow of 44.838 million yuan [2]

Core Viewpoint - The A-share market experienced a significant rise, with the Shanghai Composite Index surpassing the 4000-point mark for the first time since August 18, 2015, indicating a potential recovery in investor confidence and market stability [1]. Market Performance - The A-share market opened lower but showed a strong upward trend, with the Shanghai Composite Index breaking through the 4000-point threshold [1]. - Concept stocks related to cross-strait integration and fiberglass saw substantial gains, with multiple stocks in the cross-strait sector hitting the daily limit [3]. Sector Analysis - The sectors showing notable performance included: - Cross-strait integration: +6.15% - Fiberglass: +2.70% - Fluorochemical: +1.92% - Lithium battery electrolyte: +1.55% [4]. - Conversely, sectors such as rare earths and coal mining showed declines, with rare earths down by 0.56% and coal mining down by 1.01% [4]. Notable Stocks - Significant stock performances included: - Haixia Innovation: +19.97% at 9.19 - Lubridge Information: +15.42% at 53.07 - Longzhu Technology: +12.75% at 14.94 - He Li Tai: +10.16% at 3.36 - Fujian Cement: +10.08% at 7.10 [5]. Market Outlook - Analysts suggest that the market may lean towards stability in the fourth quarter, with potential progress in Sino-U.S. trade issues alleviating market concerns. The Federal Reserve is expected to lower interest rates by 25 basis points at the end of October, which could positively impact the A-share market [5]. - The "14th Five-Year Plan" is anticipated to provide new market hotspots, potentially leading to a recovery in the upward trend of the A-share market [6].

Market Overview - The engineering machinery sector experienced a decline of 0.75% on October 27, with Wantong Hydraulic leading the drop [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Stock Performance - Notable gainers in the engineering machinery sector included: - Noli Co., Ltd. (603611) with a closing price of 25.81, up 6.56% on a trading volume of 177,300 shares and a turnover of 457 million [1] - Anhui Heli (600761) closed at 21.76, up 6.41% with a trading volume of 295,300 shares and a turnover of 634 million [1] - Tietuo Machinery (920706) closed at 25.40, up 5.44% with a trading volume of 95,800 shares and a turnover of 239 million [1] - Conversely, significant decliners included: - Wantong Hydraulic (920839) closed at 46.47, down 8.05% with a trading volume of 58,900 shares and a turnover of 280 million [2] - XCMG Machinery (000425) closed at 10.66, down 6.24% with a trading volume of 3,515,800 shares and a turnover of 385 million [2] - Sany Heavy Industry (600031) closed at 22.53, down 1.66% with a trading volume of 1,027,500 shares and a turnover of 2.345 billion [2] Capital Flow - The engineering machinery sector saw a net outflow of 826 million from institutional investors, while retail investors contributed a net inflow of 666 million [2] - Key stocks with significant capital flow included: - XGMA (600815) had a net inflow of 40.12 million from institutional investors, but a net outflow of 26.10 million from retail investors [3] - Hengli Hydraulic (601100) saw a net inflow of 39.40 million from institutional investors, with a net outflow of 30.37 million from retail investors [3] - Noli Co., Ltd. (603611) had a net inflow of 29.13 million from institutional investors, but a net outflow of 33.47 million from retail investors [3]

Core Points - The engineering machinery sector experienced a decline of 1.49% on October 23, with Tietuo Machinery leading the drop [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Sector Performance - The following companies showed notable performance: - Weiman Sealing (Code: 301161) increased by 4.93% with a closing price of 39.77 and a trading volume of 153,800 shares [1] - Southern Road Machinery (Code: 603280) rose by 1.88% to 42.25 with a trading volume of 149,900 shares [1] - Huadong Heavy Machinery (Code: 002685) saw a slight increase of 0.79% to 7.62 with a trading volume of 177,200 shares [1] - Conversely, Tietuo Machinery (Code: 920706) fell by 13.57% to 24.71 with a trading volume of 136,700 shares [2] - Other significant declines included: - Hengli Drill Tools (Code: 920942) down 10.57% to 41.69 [2] - Construction Machinery (Code: 600984) down 8.70% to 4.20 [2] Capital Flow - The engineering machinery sector saw a net outflow of 882 million yuan from institutional investors, while retail investors contributed a net inflow of 849 million yuan [2][3] - The following companies had notable capital flows: - Huadong Heavy Machinery had a net inflow of 8.05 million yuan from institutional investors [3] - Anhui Heli (Code: 600761) experienced a net outflow of 1.91 million yuan from institutional investors [3] - Tietuo Machinery had a significant net outflow of 13.67 million yuan from institutional investors [3]

Core Points - The announcement indicates that China Export-Import Bank Xiamen Branch plans to reduce its shareholding in Xiamen XGMA Machinery Co., Ltd. by up to 17,740,944 shares, which is no more than 1% of the total share capital, between September 11, 2025, and December 10, 2025 [2][4] - As of the announcement date, the bank holds 102,622,188 shares, representing 5.78% of the total share capital, and after the planned reduction, it will hold 88,704,788 shares, which will be 5.00% of the total share capital [10][9] - The reduction will not lead to a change in the controlling shareholder or actual controller of the company, nor will it affect the company's governance structure or ongoing operations [2][4] Group 1 - The information disclosure obligor, China Export-Import Bank Xiamen Branch, has no concerted actions with other parties [2] - The bank's share reduction plan was previously disclosed on August 21, 2025, and is still in the process of being implemented [2][8] - The bank's shareholding reduction is based on its own financial planning [7][8] Group 2 - The bank has not purchased any shares of XGMA in the past six months but has sold a total of 31,658,300 shares, which is 1.78% of the total share capital [12] - The shares held by the bank are all unrestricted circulating shares, with no pledges or other restrictions [11] - The bank will continue to reduce its shareholding in the company over the next 12 months, adhering to relevant legal disclosure obligations [8][10]

证券代码：600815 证券简称：厦工股份 公告编号：2025-042 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | 其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他 | 2.信息披露义务人信息 厦门厦工机械股份有限公司 关于持股 5%以上股东权益变动触及 5%刻度 的提示性公告 中国进出口银行厦门分行保证向本公司提供的信息真实、准确、完整，没有虚假 记载、误导性陈述或者重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 | 重要内容提示： | | --- | | 权益变动方向 | 比例增加□ | 比例减少 | | --- | --- | --- | | 权益变动前合计比例 | 5.78% | | | 权益变动后合计比例 | 5.00% | | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ 否 | | | 是否触发强制要约收购义务 | 是□ ...

上市公司名称：厦门厦工机械股份有限公司 厦门厦工机械股份有限公司 简式权益变动报告书 信息披露义务人名称：中国进出口银行厦门分行 住所：福建省厦门市思明区鹭江道 98 号建设银行大厦 28、30、31 层 3201-02、 3209-12 室 通讯地址：福建省厦门市思明区鹭江道 98 号建设银行大厦 28、30、31 层 3201-02、 3209-12 室 股份变动性质：股份减少 签署日期：2025 年 10 月 22 日 上市地点：上海证券交易所 股票简称：厦工股份 股票代码：600815 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》（以下简称 为《证券法》）、《上市公司收购管理办法》（以下简称《收购管理办法》）、 《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》 （以下简称《准则 15 号》）及其他相关的法律、法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人公司章程或内部规则中的任何条款，或与之相冲突。 除非另有说明，以下简称在本报告书中作如下释义： 除特别说明外，本报告书中所有数值均保 ...

Core Viewpoint - China Export-Import Bank's Xiamen Branch has reduced its stake in Xiamen XGMA International Trade Co., Ltd. by 13.9174 million shares, representing 0.78% of the total share capital, and plans to continue reducing its holdings in the next 12 months [1] Summary by Relevant Sections - **Shareholding Changes** - After the reduction, China Export-Import Bank's Xiamen Branch holds 88.7048 million shares, which is 5.00% of the total share capital [1] - **Reason for Reduction** - The reduction is based on the bank's own financial planning arrangements [1] - **Future Plans** - The bank intends to continue reducing its holdings over the next 12 months [1] - **Share Characteristics** - As of the report signing date, all shares held by the information disclosing party are unrestricted circulating shares, with no pledges or freezes affecting rights [1]

具体来看，今日上榜营业部中，第一大买入营业部为东亚前海证券有限责任公司上海分公司，买入金额 为1828.76万元，第一大卖出营业部为国开证券股份有限公司北京阜外大街证券营业部，卖出金额为 2161.25万元。 资金流向方面，今日该股主力资金净流入1.05亿元，其中，特大单净流入1.20亿元，大单资金净流出 1574.94万元。近5日主力资金净流入1.16亿元。 8月29日公司发布的半年报数据显示，上半年公司共实现营业收入3.11亿元，同比下降22.08%，实现净 利润336.34万元，同比下降43.82%。（数据宝） 厦工股份10月21日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 东亚前海证券有限责任公司上海分公司 | 1828.76 | | | 买二 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业部 | 1823.12 | | | 买三 | 国金证券股份有限公司深圳湾一号证券营业部 | 1034.17 | | | 买四 | 高盛(中国)证券有限责任公司上海浦东新 ...

Core Insights - The engineering machinery sector experienced a significant increase of 2.36% on October 21, with Hengli Drilling Tools leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Engineering Machinery Sector Performance - Hengli Drilling Tools (code: 920942) saw a closing price of 47.80, with a remarkable increase of 22.66% and a trading volume of 156,800 shares, amounting to a transaction value of 724 million yuan [1] - Other notable performers included Wantong Hydraulic (code: 920839) with a 10.61% increase, closing at 56.39, and XGMA (code: 600815) with a 10.14% increase, closing at 3.15 [1] - The total net inflow of main funds in the engineering machinery sector was 908 million yuan, while retail investors experienced a net outflow of 451 million yuan [2][3] Fund Flow Analysis - The main net inflow for Shanhua Intelligent (code: 002097) was 487 million yuan, representing 33.29% of its trading volume, while it faced a net outflow of 227 million yuan from retail investors [3] - XGMA (code: 600815) had a main net inflow of 107 million yuan, accounting for 25.84% of its trading volume, with retail investors also experiencing a net outflow of 48 million yuan [3] - The overall trend indicates that while main funds are entering the sector, retail investors are withdrawing, suggesting a divergence in investment strategies [2][3]