中国一重9月29日公告，公司副总裁祁文革、许崇勇因到龄退休原因，申请辞去公司副总裁职务，辞职 后将不再担任公司任何职务，辞职报告自送达董事会之日起生效。 ...

根据《公司法》等有关法律法规及《公司章程》的规定， 祁文革同志、许崇勇同志的辞职报告自送达董事会之日起生 效。祁文革同志、许崇勇同志已确认与公司及公司董事会无 任何意见分歧，亦无其他与本人离任相关的事宜需要通知公 1 证券代码：601106 证券简称：中国一重 公告编号：2025-044 中国第一重型机械股份公司 关于高级管理人员退休离任的公告 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个别及连带责任。 中国第一重型机械股份公司（以下简称公司）于 2025 年 9 月 29 日收到公司副总裁祁文革同志、许崇勇同志的书 面辞职报告。因到龄退休原因，祁文革同志、许崇勇同志申 请辞去公司副总裁职务。具体情况如下： 二、离任对公司的影响 中国第一重型机械股份公司董事会 2025年9月30日 2 姓名 离任职务 离任时间 原定任期 到期日 离任原因 是否继续在上 市公司及其控 股子公司任职 具体职务 （如适用） 是否存在 未履行完 毕的公开 承诺 祁文革 副总裁 2025 年 9 月 29 日 2028年6月 25 日 退休 否 不适用 否 ...

Core Points - The company announced that two vice presidents, Qi Wenge and Xu Chongyong, have applied for resignation due to reaching the statutory retirement age [1] - The resignations will take effect from the date the board receives their written resignation reports [1] - The company will expedite the selection process for new vice presidents in accordance with relevant regulations [1]

Group 1 - The core point of the article is the appointment of Zhang Zutong as the new board member and deputy secretary of the Party Committee at China First Heavy Industries Group Co., Ltd. (China First Heavy) [2] - Zhang Zutong has a rich background in Dongfeng Motor Group, having held various significant positions, including Vice General Manager and Party Committee Member [2] - China First Heavy, established in 1954, is a key state-owned enterprise in China, known for its achievements in nuclear island equipment supply and hydrogenation reactor supply for refining [2] Group 2 - Following the personnel adjustment, there are still seven members in the leadership team of Dongfeng Motor Group, with the general manager position remaining vacant for over seven months [3] - Zhang Zutong's transfer marks a new turning point in his career and introduces new variables for the development of both Dongfeng Motor Group and China First Heavy [3] - The future developments of both companies will be closely monitored by GPLP Rhino Finance [3]

Core Insights - The article highlights the significant advancements made by China First Heavy Industries (CFHI) in the manufacturing of the low-pressure rotor for nuclear power plants, marking a shift from reliance on imports to achieving full domestic production [1][4][10] - The development of the rotor has not only enhanced China's energy security but also positioned the country as a global leader in high-end equipment manufacturing [1][11] Group 1: Technological Breakthroughs - The low-pressure rotor is a critical component in nuclear power plants, converting thermal energy into mechanical energy, and its performance is vital for the safety and efficiency of the entire nuclear system [2][4] - CFHI faced numerous technical challenges, including the need for extreme precision in manufacturing, with tolerances as tight as 0.015 mm, which is one-fifth the diameter of a human hair [2][4] - The rotor is made from a special steel (30Cr2Ni4MoV) and is the largest known forging in the world, with a weight of 323 tons and a diameter of 2.79 meters [6][10] Group 2: Production and Economic Impact - The cost of imported rotors ranged from 80 million to 100 million yuan, but CFHI has reduced the price by 75% through domestic production [2][11] - The successful development of the rotor has allowed CFHI to supply over 40 nuclear power stations across China, significantly impacting the energy sector [10][11] - The transition from segmented welding to complete forging represents a new era in China's nuclear power equipment manufacturing [8][10] Group 3: Industry Leadership and Global Positioning - CFHI's advancements have redefined the pricing power in the market, with the cost of high-end petrochemical containers dropping from 200,000 USD per ton to 7,000 yuan per ton due to domestic production [11] - The company has established itself as a leader in high-end equipment manufacturing, contributing to the global standards in the industry [11][13] - The achievements of CFHI reflect a broader trend of technological self-sufficiency and innovation within China's manufacturing sector, aligning with national goals for modernization and innovation [13]

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个别及连带责任。 中国第一重型机械股份公司第四届董事会第五十九次 会议于2025年9月19日在公司总部以现场会议形式举行。应 出席本次董事会会议的董事4名，实际出席4名。出席本次会 议的董事人数符合《公司法》和《公司章程》的有关规定， 可以对需由董事会会议决定的事项进行审议和表决。会议经 审议形成决议如下： 证券代码：601106 证券简称：中国一重 公告编号：2025-043 中国第一重型机械股份公司第四届董事会 第五十九次会议决议公告 会议审议了《高品质超大模铸钢锭产线升级改造建设项 目》，该议案经战略与投资委员会审议，同意提交本次董事 会审议;董事会同意该议案。 表决结果：同意4票，反对0票，弃权0票。 特此公告。 中国第一重型机械股份公司董事会 1 2025年9月20日 ...

Summary of Key Points Core Viewpoint - China First Heavy Industries (中国一重) has shown mixed financial performance with a significant drop in revenue but an increase in net profit year-over-year, indicating potential operational adjustments or cost management strategies [2]. Financing and Trading Activity - On September 17, China First Heavy Industries had a trading volume of 1.00 billion yuan, with a net financing outflow of 179.66 million yuan, indicating a higher level of financing activity compared to the previous year [1]. - The company's current financing balance is 4.53 billion yuan, which constitutes 2.16% of its market capitalization, placing it in the 90th percentile of the past year [1]. - The short selling activity on the same day included a repayment of 9,800 shares and a sale of 46,400 shares, with a total selling amount of 141,500 yuan, reflecting a lower short selling interest [1]. Financial Performance - For the first half of 2025, China First Heavy Industries reported a revenue of 4.681 billion yuan, a decrease of 46.24% year-over-year, while the net profit attributable to shareholders was -106 million yuan, showing a 38.97% increase compared to the previous period [2]. - The company has not distributed any dividends in the last three years, with a total payout of 199 million yuan since its A-share listing [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased to 232,600, while the average number of circulating shares per person increased by 2.41% to 29,477 shares [2]. - Among the top ten circulating shareholders, Southern CSI 500 ETF holds 40.9688 million shares, an increase of 5.7668 million shares from the previous period, while Hong Kong Central Clearing Limited holds 40.7701 million shares, up by 13.393 million shares [3].

Core Insights - The 2025 Yantai International Nuclear Power Industry and Equipment Expo will be held from September 15 to 17 in Yantai, Shandong, focusing on the theme of "Green Development, Low-Carbon Future" [1] - The expo will feature over 300 exhibitors, including major state-owned enterprises and innovative companies, showcasing the entire nuclear power industry chain from design and manufacturing to operation and maintenance [1] - The event aims to promote the nuclear energy sector's transition towards a "dual carbon" era, emphasizing safety, low-carbon benefits, and a sustainable future [1] Group 1 - The exhibition area will cover 20,000 square meters, highlighting technological advancements and industry upgrades in the nuclear energy sector [1] - Major participants include China National Nuclear Corporation, State Power Investment Corporation, China General Nuclear Power Group, and China Huaneng Group, each presenting various models and technologies [1] - The expo will feature models such as "Hualong One," "China's Circulating Three," and advanced technologies in clean energy like wind, solar, and energy storage [1] Group 2 - A series of supporting activities will take place during the expo, including conferences on digital transformation, safety, and innovation in nuclear power [2] - Over 30 representatives from research institutions, state-owned enterprises, and industry leaders will discuss key topics such as digitalization, safety, and collaborative innovation in the nuclear power industry [2] - The event is organized by the China Machinery Industry Federation and supported by various industry associations and research institutions [2]

Group 1 - Zhang Zutong has been appointed as the director and deputy secretary of the Party Committee of China First Heavy Industries Group [1] - Zhang Zutong, born in January 1968, has a master's degree in mechanical and electronic engineering from Shanghai Jiao Tong University and has held various positions in Dongfeng Motor Corporation [3] - China First Heavy Industries, established in 1954, is a key state-owned enterprise involved in national security and the economy, with total assets of 38.162 billion yuan as of June 30, 2025 [3] Group 2 - China First Heavy Industries provides major complete sets of technical equipment, high-tech products, and services to industries such as steel, non-ferrous metals, power, energy, automotive, mining, oil, chemicals, transportation, and national defense [4] - The company's main products include nuclear island equipment, heavy containers, large castings and forgings, metallurgical equipment, and mining equipment [4]

Overview - The rapid development of industries such as automotive, aerospace, and new energy equipment in China has led to a continuous increase in demand for various forgings, particularly in the new energy vehicle sector, which has a strong demand for high-precision and high-efficiency forgings [1][9] - The forging press industry in China is expected to reach a market size of 34.073 billion yuan in 2024, with a year-on-year growth of 7.14% [1][10] Market Policies - The Chinese government has issued several policies to support the development of the forging equipment industry, including guidelines for high-quality development, growth stabilization plans, and action plans for equipment updates and environmental protection [4][5] Industry Chain - The upstream of the forging press industry includes suppliers of raw materials such as steel, aluminum, and copper, as well as key component suppliers like sensors and hydraulic systems. The midstream consists of forging press manufacturers, while the downstream includes various high-end manufacturing sectors such as automotive, aerospace, and engineering machinery [6][7] Development History - The forging press industry in China has evolved from a weak foundation in the early years to a competitive sector with significant technological advancements. The industry has seen a focus on innovation and quality improvement since 2011, with many outdated enterprises being eliminated or restructured [3][4] Competitive Landscape - The forging press industry is characterized by high entry barriers and market concentration, with leading companies such as China National Heavy Duty Truck Group, Deyang Heavy Equipment, and Hefei Hohhot Intelligent Manufacturing dominating the market [10][11] - In 2024, China National Heavy Duty Truck Group is projected to achieve a total revenue of 12.670 billion yuan, with 422 million yuan from forging and extrusion equipment, accounting for 3.33% of total revenue [11][12] Future Trends - The forging press industry is expected to integrate technologies such as IoT and artificial intelligence, enhancing automation and real-time monitoring capabilities. Additionally, there will be a stronger emphasis on green development, focusing on energy-saving technologies and environmentally friendly materials to meet stricter environmental standards [14][15]