证券代码：600835、900925 证券简称：上海机电、机电 B 股 公告编号：临 2025-048 上海机电股份有限公司 关于挂牌转让控股子公司股权的进展公告 公司于2025年11月26日至2025年12月3日，在联交所第二次挂牌转斯米克焊 材67%股权，挂牌价格为2025年6月30日标的资产的评估值下浮10%，即人民币 26,208.189万元。 近日，公司收到联交所出具的通知，本次转让公告期届满，未征集到意向受 让方。公司将视情况决定是否继续挂牌转让斯米克焊材67%股权。 公司将对后续进展情况，及时履行信息披露义务，敬请广大投资者注意投资 风险。 特此公告。 上海机电股份有限公司董事会 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。 一、交易概述 2025年9月12日，上海机电股份有限公司（以下简称"公司"）十一届十五 次董事会会议审议通过《关于公开挂牌转让上海斯米克焊材有限公司67%股权的 议案》，同意授权公司管理层通过上海联合产权交易所（以下简称"联交所"） 公开挂牌转让所持上海斯米克焊材有限公司（以下简称"斯米克 ...

Core Viewpoint - Shanghai Mechanical and Electrical Co., Ltd. has shown significant stock performance with a year-to-date increase of 67.89%, despite a recent decline in the last five trading days [1][2]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 14.709 billion yuan, a year-on-year decrease of 6.22%, and a net profit attributable to shareholders of 705 million yuan, down 3.23% year-on-year [2]. - The company has distributed a total of 6.754 billion yuan in dividends since its A-share listing, with 1.524 billion yuan distributed in the last three years [3]. Stock Market Activity - As of December 4, the stock price was 29.38 yuan per share, with a trading volume of 283 million yuan and a turnover rate of 1.21%, resulting in a total market capitalization of 30.048 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on November 27, where it recorded a net buy of -206 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 82,600, reflecting a 26.59% rise compared to the previous period [2]. - The largest shareholder, Hong Kong Central Clearing Limited, holds 19.032 million shares, having decreased its holdings by 1.6101 million shares [3].

Core Viewpoint - The report highlights the current state and future trends of the elevator industry in China, indicating a mixed performance in production figures for 2025, with a projected increase in production but a decline in cumulative production for the first nine months of the year [1] Industry Summary - In September 2025, the production of elevators, escalators, and lifts in China is expected to reach 135,000 units, representing a year-on-year growth of 6.3% [1] - From January to September 2025, the cumulative production of elevators, escalators, and lifts in China was 1,021,000 units, showing a cumulative decline of 3.9% [1] - The data indicates a potential recovery in production rates towards the end of 2025, despite the earlier decline in the year [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 (Jin Tanglang), 快意电梯 (Kuaiji Elevator), 梅轮电梯 (Meilun Elevator), and 远大智能 (Yuan Da Intelligent) [1] - These companies are positioned to benefit from the anticipated growth in the elevator market as indicated by the projected production increase [1]

Market Overview - On November 27, the Shanghai Composite Index rose by 0.29%, while the Shenzhen Component Index fell by 0.25%, and the ChiNext Index decreased by 0.44% [2] - A total of 48 stocks appeared on the "Dragon and Tiger List" due to unusual trading activity, with the highest net inflow of funds being 214 million yuan into Haike Xinyuan (301292.SZ) [2][3] Stock Performance - Haike Xinyuan saw a significant increase of 20% in its stock price, with a turnover rate of 39.89% and a net buying amount of 214 million yuan, accounting for 9.1% of the total trading volume [3][7] - The stock with the highest net outflow was Shanghai Mechanical (600835.SH), which experienced a decline of 7.3% and a net selling amount of 206 million yuan, representing 10.26% of its total trading volume [3][6] Institutional Activity - Among the 48 stocks on the list, 25 were net bought while 23 were net sold. Institutions participated in 28 stocks, with a total net selling amount of 82.24 million yuan, net buying 9 stocks and net selling 19 stocks [6][12] - The most significant institutional net buying was also in Haike Xinyuan, with an amount of 133.13 million yuan, while the highest net selling was in Shanghai Mechanical at 73 million yuan [8][11] Northbound Capital Flow - Northbound funds participated in 18 stocks on the list, with a total net buying amount of 71.46 million yuan. The net buying was primarily in Shida Group (600734.SH) with 102 million yuan, while the highest net selling was in Dongbai Group (600693.SH) at 65.45 million yuan [12][15] - There were discrepancies in the trading of certain stocks, with institutions and northbound funds showing opposing positions on stocks like Yunhan Chip City and Special Pharmaceutical [15][16]

Core Insights - On November 27, a total of 36 stocks were identified with institutional activity, with 12 stocks showing net buying and 24 stocks showing net selling [1] Institutional Buying - The top three stocks with the highest net institutional buying were: - Saiwei Electronics with a net buying amount of 441 million yuan - Haike Xinyuan with a net buying amount of 133 million yuan - Leike Defense with a net buying amount of 104 million yuan [1] Institutional Selling - The top three stocks with the highest net institutional selling were: - Shanghai Film with a net outflow of 86.87 million yuan - Yunhan Xincheng with a net outflow of 85.52 million yuan - Shanghai Mechanical with a net outflow of 73 million yuan [1]

Core Insights - On November 27, a total of 36 stocks were involved with institutional investors, with 12 showing net buying and 24 showing net selling [1] - The top three stocks with net buying by institutions were Saiwei Electronics, Haike Xinyuan, and Leike Defense, with net buying amounts of 441 million, 133 million, and 104 million respectively [1] - The top three stocks with net selling by institutions were Shanghai Film, Yunhan Xincheng, and Shanghai Mechanical, with net outflow amounts of 86.87 million, 85.52 million, and 73 million respectively [1] Institutional Buying Summary - Saiwei Electronics had a daily increase of 15.18% with a net buying of 441.03 million [2] - Haike Xinyuan experienced a 20.00% increase with a net buying of 133.13 million [2] - Leike Defense saw a decrease of 9.73% but still had a net buying of 100.39 million [2] - Other notable stocks with institutional buying included Shiji Information, Huazi Technology, and Jiayuan Technology, with net buying amounts of 84.30 million, 61.38 million, and 55.28 million respectively [2] Institutional Selling Summary - Shanghai Film had a decrease of 7.06% with a net selling of 86.87 million [3] - Yunhan Xincheng saw a 9.09% increase but had a net selling of 85.52 million [3] - Shanghai Mechanical experienced a decrease of 7.30% with a net selling of 73 million [3] - Other significant stocks with institutional selling included Yue Wanniang, New Jin Road, and Rongji Software, with net selling amounts of 25.12 million, 34.34 million, and 40.08 million respectively [3]

Market Overview - On November 27, the Shanghai State-Owned Enterprise Reform sector fell by 0.46% compared to the previous trading day, with Shanghai Mechanical and Electrical leading the decline [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Stock Performance - Notable gainers in the Shanghai State-Owned Enterprise Reform sector included: - Longtou Co., Ltd. (600630) with a closing price of 10.26, up 5.77% and a trading volume of 548,500 shares, totaling 558 million yuan [1] - Shibei High-tech (600604) closed at 5.96, up 4.01% with a trading volume of 479,300 shares, totaling 286 million yuan [1] - Chlor-alkali Chemical (600618) closed at 13.53, up 3.20% with a trading volume of 600,500 shares, totaling 811 million yuan [1] - Major decliners included: - Shanghai Mechanical and Electrical (600835) closed at 30.59, down 7.30% with a trading volume of 634,000 shares, totaling 2.008 billion yuan [2] - Shanghai Film (601595) closed at 31.06, down 7.06% with a trading volume of 198,500 shares, totaling 625 million yuan [2] - Kaikai Industry (600272) closed at 14.88, down 6.12% with a trading volume of 274,300 shares, totaling 407 million yuan [2] Capital Flow - The Shanghai State-Owned Enterprise Reform sector experienced a net outflow of 794 million yuan from institutional investors, while retail investors saw a net inflow of 520 million yuan [2][3] - Notable capital flows included: - Longtou Co., Ltd. (600630) had a net inflow of 49.58 million yuan from institutional investors, while retail investors experienced a net outflow of 28.39 million yuan [3] - Shibei High-tech (600604) saw a net inflow of 42.35 million yuan from institutional investors, with retail investors facing a net outflow of 28.80 million yuan [3]

Group 1 - Shanghai Mechanical and Electrical Co., Ltd. experienced a decline of 5.24% on November 27, with a stock price of 31.27 yuan per share and a trading volume of 1.045 billion yuan, resulting in a total market capitalization of 31.981 billion yuan [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. 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 70,000 shares in the third quarter, now holding 730,000 shares, accounting for 3.72% of the fund's net value [2] - The Longsheng State-Owned Enterprise Reform Mixed Fund (001239) was established on June 4, 2015, with a current size of 540 million yuan. Year-to-date returns are 56.51%, ranking 477 out of 8130 in its category, while the one-year return is 61.13%, ranking 443 out of 8054 [2]

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Key Points - The announcement highlights various corporate activities including partnerships, contracts, and share buybacks [1][2] - Notable companies mentioned include 实达集团, 北大医药, and 福建高速, among others [1][2] Group 1: Company Announcements - 实达集团 has not engaged in any business cooperation with 阿里云 [1] - 北大医药's related flu medication has not yet been organized for production and sales [1] - 福建高速 plans to invest 180 million yuan in the capital increase project of 海峡保险 for 2025 [1] Group 2: Contracts and Projects - 圣晖集成 has signed daily operational contracts worth 278 million yuan [1] - 广电运通 is undertaking the construction of an artificial intelligence application pilot base [1] - 江海股份 intends to jointly establish a research institute with related parties [1] Group 3: Equity Transactions - 华峰铝业 plans to acquire 100% equity of 华峰普恩 for 100 million yuan [1] - 海南高速's subsidiary intends to acquire 51% equity of 海南华特 [1] - 阿拉丁 plans to purchase 35% equity of 佑科 for 61.25 million yuan, enhancing its product line in general analytical instruments [1] Group 4: Share Buybacks and Reductions - 东方创业 intends to repurchase company shares worth 50 million to 100 million yuan [2] - 上海机电 plans to buy back between 10.2274 million and 20.4548 million shares [2] - 南方精工's actual controller's concerted party plans to reduce holdings by no more than 2.54% [2]