Group 1 - The core point of the article is that Xiamen XGMA Heavy Machinery Co., Ltd., a subsidiary of XGMA Co., Ltd. (stock code: 600815.SH), produces shield tunneling machines [2][3] Group 2 - Investors inquired about the presence of shield tunneling machines in XGMA's product line [2] - XGMA confirmed that its subsidiary specializes in manufacturing shield tunneling machines [2]

数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，跃薪厦工智能装备(河南)有限公司成立，法定代表人 为刘焕寿，注册资本8000万元，经营范围包含：一般项目：智能基础制造装备制造；矿山机械制造；矿 山机械销售；工程和技术研究和试验发展；技术服务、技术开发、技术咨询、技术交流、技术转让、技 术推广；机械设备研发；专用设备制造(不含许可类专业设备制造)；机械设备销售；汽车销售；智能机 器人的研发；智能机器人销售；汽车零部件及配件制造；汽车零配件批发；汽车零配件零售；机械零 件、零部件加工；机械零件、零部件销售；互联网设备销售；互联网设备制造；充电桩销售；环境保护 专用设备制造；环境保护专用设备销售；特种设备销售；机械设备租赁；租赁服务(不含许可类租赁服 务)；建筑工程机械与设备租赁(除依法须经批准的项目外，凭营业执照依法自主开展经营活动)许可项 目：特种设备制造；特种设备设计；特种设备安装改造修理；道路机动车辆生产(依法须经批准的项 目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准)。天眼 查APP股权穿透显示，该公司由厦工股份、河南跃薪智能机械有限公司、新疆行 ...

工程机械板块持续走高，厦工股份（600815）、铁建重工、五新隧装、唯万密封（301161）、恒立钻 具、永达股份（001239）涨停，铁拓机械涨超10%，南方路机（603280）、山河智能（002097）、万通 液压、徐工机械（000425）、三一重工（600031）等跟涨。 ...

Core Viewpoint - XGMA Co., Ltd. (stock code: 600815) experienced a trading halt today with a daily turnover rate of 6.15% and a transaction amount of 323 million yuan, indicating significant market interest [2]. Trading Activity - The stock was listed on the Shanghai Stock Exchange due to a daily price deviation of 9.43%, with a net buying amount of 36.48 million yuan from brokerage seats [2]. - The top five brokerage seats accounted for a total transaction amount of 72.84 million yuan, with a buying transaction amount of 54.66 million yuan and a selling transaction amount of 18.18 million yuan, resulting in a net buying of 36.48 million yuan [2]. - The largest buying brokerage was UBS Securities with a purchase amount of 12.08 million yuan, while the largest selling brokerage was CITIC Securities with a selling amount of 4.16 million yuan [2]. Fund Flow - The stock saw a net inflow of 40.96 million yuan from main funds today, with a significant single order net inflow of 45.66 million yuan, while large orders experienced a net outflow of 4.70 million yuan. Over the past five days, the net inflow of main funds totaled 25.39 million yuan [2]. Financial Performance - On April 29, the company released its Q1 report, showing a total operating revenue of 135 million yuan, a year-on-year decrease of 5.49%, while net profit reached 1.07 million yuan, reflecting a year-on-year increase of 19.92% [2].

Group 1 - The underground pipeline concept sector rose by 4.05%, ranking 6th among concept sectors, with 79 stocks increasing, including 20% limit-up stocks like Guanlong Energy and Deepwater Institute [1][2] - Notable gainers in the sector included Feilu Co., Huawi Design, and Energy Iron Han, which rose by 13.32%, 9.09%, and 7.66% respectively [1] - The sector saw a net inflow of 875 million yuan from main funds, with 51 stocks receiving net inflows, and 10 stocks exceeding 50 million yuan in net inflow [2][3] Group 2 - The top net inflow stocks included Zhonghua Rock and Qinglong Pipeline, with net inflows of 195 million yuan and 182 million yuan respectively [2][3] - The highest net inflow ratio was observed in *ST Zhengping at 68.96%, followed by Zhonghua Rock at 44.30% and China Railway Industry at 36.82% [3][5] - The underground pipeline concept sector's performance was supported by significant trading volumes, with several stocks showing high turnover rates [4][5]

Summary of Key Points Core Viewpoint - The announcement details the completion of a share reduction plan by China Export-Import Bank Xiamen Branch, which successfully reduced its holdings in Xiamen XGMA Machinery Co., Ltd. by 17,740,900 shares, representing 1% of the company's total share capital [1]. Group 1: Share Reduction Plan - The share reduction plan was set to take place from April 10, 2025, to July 9, 2025, with a maximum reduction of 17,740,944 shares [1]. - The actual reduction was completed by July 8, 2025, with a total of 17,740,900 shares sold through centralized bidding [1]. - The share reduction was executed at a price range of 2.67 to 2.92 yuan per share, totaling approximately 48,874,063 yuan [1]. Group 2: Shareholder Information - Prior to the reduction, the China Export-Import Bank held 120,363,088 shares, accounting for 6.78% of the total shares [1]. - After the reduction, the bank's remaining shares are 102,622,188, which is 5.78% of the total shares [1]. - The bank is classified as a significant shareholder, holding more than 5% of the company's shares, but is not a controlling shareholder or acting in concert with others [1].

证券代码：600815 证券简称：厦工股份 公告编号：2025-027 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 一、减持主体减持前基本情况 注："其他方式取得"为债转股取得。 1 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： 减持计划的主要内容 中国进出口银行厦门分行（以下简称"厦门口行"）计划自 2025 年 4 月 10 日至 2025 年 7 月 9 日期间通过集中竞价交易方式减持厦门厦工机械股份有限公 司（以下简称"公司"）股份不超过 17,740,944 股，即不超过公司总股本的 1%。 减持计划的实施结果情况 自 2025 年 4 月 10 日至 2025 年 7 月 8 日期间，厦门口行通过集中竞价交易 方式减持公司股份 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 7 月 9 日收到厦门口行《关于减持股份计划实施结果的告知 函》，主要情况公告如下： | 股东名称 | 厦门口行 | | | | --- | --- | -- ...

Core Viewpoint - Xiamen Xiagong Machinery Co., Ltd. (stock code: 600815) announced that the Export-Import Bank of China, Xiamen Branch, plans to reduce its shareholding in the company by up to 17.74 million shares, accounting for no more than 1% of the total share capital, through centralized bidding from April 10, 2025, to July 9, 2025 [1] Summary by Relevant Sections - Share Reduction Plan - The Export-Import Bank of China, Xiamen Branch, will reduce its holdings by 17.74 million shares, which is 1% of the total share capital [1] - The reduction will occur between April 10, 2025, and July 9, 2025 [1] - Transaction Details - The shares will be sold at a price range of 2.67 to 2.92 yuan per share [1] - The total amount from the share reduction is 48.8741 million yuan [1] - Current Shareholding Status - After the reduction, the bank will hold 103 million shares, representing 5.78% of the total shares [1]

证券代码：600815 证券简称：厦工股份 公告编号：2025-026 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 1%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。 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 本次减持主体无一致行动人。 二、 权益变动触及 1%刻度的基本情况 中国进出口银行厦门分行（以下简称"厦门口行"）计划自 2025 年 4 月 10 日至 2025 年 7 月 9 日期间通过集中竞价交易方式减持公司股份不超过 17,740,944 股，即不超过公司总股本的 1%。具体内容详见公司于 2025 年 3 月 19 日披露的《厦门厦工机械 ...

Group 1 - China Energy Construction won a major coal-fired power project with a bid amount of approximately 14.586 billion yuan, involving six 660 MW supercritical coal-fired generating units and supporting environmental facilities, with a total construction period of about 36.5 months [1] - Taiji Industry plans to repurchase company shares with a total amount not less than 1 billion yuan and not exceeding 1.2 billion yuan, with a maximum repurchase price of 10.38 yuan per share [1] - Youxun Technology won a project from State Grid with a bid amount of approximately 176 million yuan, accounting for 17.44% of the company's audited revenue for 2024 [2] Group 2 - Daili New Materials established an investment fund with a total subscribed capital of 163.3 million yuan, with Daili contributing 10 million yuan, accounting for 6.12% of the fund [4] - Wanyi Technology received a government subsidy of 2.3475 million yuan, which has been confirmed and classified according to relevant accounting standards [6] - Anke Biotech received a drug registration certificate for Acetate Atosiban Injection, which is used for treating preterm labor [7] Group 3 - Renfu Pharmaceutical received a drug registration certificate for Progesterone Soft Capsules, which are used to treat functional disorders caused by progesterone deficiency [9] - Linyang Energy is a recommended candidate for a major contract with State Grid, with a total expected bid amount of approximately 165 million yuan [11] - Hongtian Technology plans to invest 200 million to 300 million yuan to establish a wholly-owned subsidiary in Gansu Province [28] Group 4 - Hunan Xiang Electric received a total of 40 million yuan in government subsidies, which accounts for 16.07% of the company's audited net profit for 2024 [44] - Nengke Technology plans to repurchase shares with a total amount not less than 10 million yuan and not exceeding 20 million yuan, with a maximum repurchase price of 43.00 yuan per share [46] - Xiamen XGMA received 10 million yuan in historical debt repayment, which is expected to increase the company's net profit for 2025 by 3.186 million yuan [48]