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]

证券代码：600815 证券简称：厦工股份 公告编号：2025-025 厦门厦工机械股份有限公司 关于收回已核销的历史欠款的公告 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。 厦门厦工机械股份有限公司（以下简称"公司"）全资孙公司厦门厦工机械 海湾保税区有限责任公司（以下简称"厦工海湾公司"）近日收到债务人 WENNING MACHINERY COMPANY LIMITED（以下简称"WENNING 公司"）的代偿人韦江宁支 付的欠款人民币 1,000 万元，扣除向中国出口信用保险公司（以下简称"中信保"） 摊回人民币 681.40 万元后，厦工海湾公司实际收到已核销的历史欠款人民币 318.60 万元。现根据相关规定，将相关事项公告如下： 一、历史欠款及核销的基本情况 厦门厦工机械股份有限公司董事会 2012年至2013年期间，WENNING公司向厦工海湾公司采购矿山设备，WENNING 公司未按期支付货款 210.56 万美元。2013 年 9 月，厦工海湾公司对中信保赔付 后的应收账款余额 67.07 万美元全额计提信 ...

Group 1 - Zheng Yongda has been appointed as the Party Secretary and Chairman of Xiamen International Trade Holdings Group Co., Ltd. [1] - Prior to this role, Zheng Yongda served as the Deputy Secretary and General Manager of Xiamen Jianfa Group Co., Ltd. [3] - The previous Party Secretary and Chairman of Xiamen International Trade Holdings was Xu Xiaoxi, who has now taken on the same roles at Xiamen Jianfa Group [3] Group 2 - Xiamen International Trade Holdings Group is a state-owned enterprise based in Xiamen, focusing on modern, international, and comprehensive capital investment [4] - The company operates in various sectors including supply chain services, urban construction and operation, consumer and health, advanced manufacturing, and financial services [4] - Xiamen International Trade Holdings is recognized as a Fortune Global 500 company and has consistently ranked in various top enterprise lists in China [4]