Core Viewpoint - Shanghai Mechanical and Electrical Co., Ltd. announced the relocation of its office to a new address, indicating potential new developments and strategic planning for the company's future [1] Summary by Relevant Sections - **Office Relocation Details** - The company will move to 14th floor, T5 Building, 1450 Jiangchang Road, Shanghai, effective from October 16, 2025 [1] - The new postal code will be 200072 [1] - **Unchanged Information** - The company's registered address, phone number, fax, website, and email will remain unchanged [1] - **Market Implications** - The relocation may suggest new business strategies and developments, which will be closely monitored by the market [1]

证券代码：600835(A) 900925(B) 股票简称：上海机电 机电 B 股 编号：临 2025-032 上海机电股份有限公司 1、 办公及联络地址：上海市江场路1450号T5幢14层 2、 邮政编码：200072 公司注册地址、电话、传真、网站、电子邮箱均不发生变更。 特此公告。 上海机电股份有限公司董事会 二○二五年十月十一日 关于办公地址变更的公告 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。 自2025年10月16日起，上海机电股份有限公司（以下简称"公司"）搬迁至上 海市江场路1450号T5幢14层办公，现将公司搬迁后的办公地址信息及联系方式公 告如下： ...

Core Viewpoint - The Chinese elevator industry is experiencing a decline in production, with a notable decrease in output for the year 2025 compared to previous years [1] Industry Summary - In July 2025, the production of elevators, escalators, and lifts in China reached 115,000 units, representing a year-on-year decrease of 3.4% [1] - From January to July 2025, the cumulative production of these devices was 769,000 units, showing a cumulative decline of 5.6% [1] - The data indicates a downward trend in the elevator industry, which may impact investment opportunities and market dynamics [1] Company Summary - Listed companies in the elevator sector include 康力电梯 (Kangli Elevator), 森赫股份 (Senhe Co.), 广日股份 (Guangri Co.), 上海机电 (Shanghai Mechanical & Electrical), 金螳螂 (Jin Tanglang), 快意电梯 (Kuaiji Elevator), 梅轮电梯 (Meilun Elevator), and 远大智能 (Yuan Da Intelligent) [1] - The report by 智研咨询 (Zhiyan Consulting) provides insights into the competitive landscape and future trends of the elevator industry from 2025 to 2031 [1]

Core Viewpoint - The Chinese elevator industry is experiencing a decline in production, with significant year-on-year decreases reported for 2025 [1][2]. Industry Summary - In May 2025, the production of elevators, escalators, and lifts in China reached 124,000 units, representing a year-on-year decrease of 8.1% [1]. - From January to May 2025, the cumulative production of elevators, escalators, and lifts was 517,000 units, showing a cumulative decline of 6.5% [1]. Company Summary - Listed companies in the elevator sector include 康力电梯 (Kangli Elevator), 森赫股份 (Senhe Co.), 广日股份 (Guangri Co.), 上海机电 (Shanghai Mechanical), 金螳螂 (Jintanglang), 快意电梯 (Kuaiyi Elevator), 梅轮电梯 (Meilun Elevator), and 远大智能 (Yuanda Intelligent) [1].

Group 1 - Shanghai Mechanical and Electrical Co., Ltd. experienced a stock price increase of 5.1%, reaching 29.70 CNY per share, with a trading volume of 737 million CNY and a turnover rate of 3.20%, resulting in a total market capitalization of 30.375 billion CNY [1] - The company, established on February 24, 1994, specializes in the manufacturing of integrated electromechanical equipment, including elevators, printing and packaging machinery, and hydraulic and pneumatic products, with main business revenue composition being 68.97% from products, 30.83% from services, and 0.20% from rental income [1] Group 2 - Citic Securities Investment Fund has a significant holding in Shanghai Mechanical and Electrical, with the Citic Securities Quality Growth Mixed Fund A (019760) holding 8,300 shares, accounting for 1.11% of the fund's net value, ranking as the seventh largest holding [2] - The Citic Securities Quality Growth Mixed Fund A was established on December 1, 2023, with a latest scale of 15.718 million CNY, achieving a year-to-date return of 17.07% and a one-year return of 28.31% [2] - The fund manager, Zhou Hu, has been in position for 8 years and 246 days, with the fund's total asset scale at 15.8354 million CNY, achieving a best return of 25.82% and a worst return of -16.76% during his tenure [2]

Group 1 - Shanghai Mechanical and Electrical Co., Ltd. experienced a stock price increase of 5.1%, reaching 29.70 CNY per share, with a trading volume of 737 million CNY and a turnover rate of 3.20%, resulting in a total market capitalization of 30.375 billion CNY [1] - The company, established on February 24, 1994, specializes in the manufacturing of electromechanical integrated equipment, including elevators, printing and packaging machinery, and hydraulic and pneumatic products. The revenue composition is 68.97% from products, 30.83% from services, and 0.20% from rental income [1] Group 2 - Longsheng Fund has one fund heavily invested in Shanghai Mechanical and Electrical, specifically the Longsheng State-Owned Enterprise Reform Mixed Fund (001239), which reduced its holdings by 18,000 shares in the second quarter, maintaining 800,000 shares, representing 4.4% of the fund's net value, ranking as the tenth largest holding [2] - The Longsheng State-Owned Enterprise Reform Mixed Fund (001239) was established on June 4, 2015, with a current size of 386 million CNY. Year-to-date returns are 64.58%, ranking 475 out of 8,173 in its category, while the one-year return is 120.98%, ranking 276 out of 8,003 [2]

Core Points - The company announced a cash dividend distribution for the first half of 2025, with A-shares receiving a dividend of 0.20 CNY per share and B-shares receiving 0.028147 USD per share [2][4][7] Distribution Plan - The distribution plan was approved at the company's second extraordinary general meeting of shareholders held on September 12, 2025 [2][3] - The total number of shares for the distribution is 1,022,739,308, resulting in a total cash dividend payout of 204,547,861.60 CNY [4] - The distribution is applicable to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the day before the equity registration date [3] Implementation Details - Cash dividends for A-shares will be distributed through the clearing system of the China Securities Depository and Clearing Corporation Limited [5] - For A-share individual shareholders, tax will be withheld based on the holding period, with specific rates for different durations [6] - B-share dividends will be calculated based on the USD to CNY exchange rate published by the People's Bank of China on September 15, 2025 [7] - Tax withholding for B-share shareholders will also vary based on the type of account and holding period [7][8] Contact Information - For inquiries, shareholders can contact the Securities Affairs Department of Shanghai Mechanical and Electrical Co., Ltd. [9]

Group 1 - The company announced a cash dividend distribution plan for the first half of 2025, with A-shares receiving a cash dividend of 0.20 yuan per share and B-shares receiving a cash dividend of 0.028147 USD per share [1] - The record date for A-shares is set for September 29, 2025, while the record date for B-shares is October 10, 2025 [1]

证券代码：600835 证券简称：上海机电 公告编号：2025-031 900925 |机电 B 股 上海机电股份有限公司 2025年半年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.20元，B 股每股现金红利0.028147美元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/9/29 | － | 2025/9/30 | 2025/9/30 | | Ｂ股 | 2025/10/10 | 2025/9/29 | | 2025/10/21 | 差异化分红送转： 否 本次利润分配方案经公司2025 年 9 月 12 日的2025年第二次临时股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分 ...

Core Viewpoint - Shanghai Mechanical and Electrical Co., Ltd. has shown significant stock performance with a year-to-date increase of 57.80%, despite a recent decline over the past 20 days [1][2]. Financial Performance - As of June 30, 2025, the company reported a revenue of 9.438 billion yuan, a year-on-year decrease of 6.41%, and a net profit attributable to shareholders of 491 million yuan, down 6.67% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 6.549 billion yuan, with 1.319 billion yuan distributed over the last three years [3]. Stock Market Activity - On September 17, the stock price rose by 2.08% to 27.93 yuan per share, with a trading volume of 172 million yuan and a turnover rate of 0.77%, leading to a total market capitalization of 28.565 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent occurrence on July 28 [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased to 65,300, a reduction of 6.09% from the previous period [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 20.6421 million shares, down by 1.7446 million shares from the previous period [3].