Group 1 - The A-share market saw a slight increase on June 5, with notable gains in sectors such as military equipment restructuring, football concepts, computer equipment, and electronic components [1] - The military equipment restructuring sector experienced a collective rise of 8.24%, with seven stocks in this category showing strong performance [1] - Among these, Dong'an Power (600178), Hunan Tianyan (600698), and Construction Industry (002265) reached their daily limit up, while Chang'an Automobile (000625), Huachuang Technology (688151), Zhongguang Optical (002189), and Changcheng Military Industry (601606) also saw significant price increases [1] Group 2 - On June 4, the listed companies in the military equipment sector received notifications from their indirect controlling shareholder, China Ordnance Equipment Group, regarding a restructuring approved by the State Council [2] - The restructuring involves the separation of the automobile business into an independent central enterprise, with the State-owned Assets Supervision and Administration Commission of the State Council taking on the role of investor [2] - Following the restructuring, the indirect controlling shareholder of Chang'an Automobile will change, but the actual controller remains the same, and normal business operations will not be significantly affected [3] Group 3 - The chairman of Chang'an Automobile, Zhu Huarong, stated that the restructuring will benefit the company's internationalization and market development, leveraging policy opportunities and synergies from the restructuring [3] - Experts believe that the restructuring of automobile central enterprises is crucial for industrial upgrading, as it can concentrate resources to tackle core technologies and enhance global competitiveness in the automotive industry [3] - The automotive industry is currently in a critical phase of consolidation and elimination, with central enterprises likely to achieve resource integration through mergers and acquisitions [3] Group 4 - China Ordnance Equipment Group is a key state-owned enterprise directly managed by the central government, playing a vital role in national defense technology and the economy [4] - The group has been focusing on strategic emerging industries and future industries, including new energy vehicles, optoelectronic information, high-end equipment manufacturing, and more, with over 60 key enterprises and research institutions under its umbrella [4]

Group 1 - The military equipment restructuring concept has seen a significant increase of 8.24%, ranking first among concept sectors, with seven stocks rising, including Construction Industry, Dong'an Power, and Hunan Tianyan reaching their daily limit [1][2] - Notable stock performances within the military equipment restructuring concept include Construction Industry up by 10.01%, Dong'an Power up by 9.97%, and Hunan Tianyan up by 9.94% [3] - The main capital inflow for the military equipment restructuring concept was 460 million yuan, with Construction Industry receiving the highest net inflow of 276 million yuan [2][3] Group 2 - The top three stocks by net capital inflow ratio are Construction Industry at 37.98%, Dong'an Power at 26.96%, and Hunan Tianyan at 6.86% [3] - Other stocks in the military equipment restructuring concept also showed positive performance, with Huachuang Technology increasing by 13.32% and Changcheng Military Industry by 5.19% [1][3] - The overall market sentiment for the military equipment restructuring concept appears strong, contrasting with declines in other sectors such as dairy and animal vaccines [2]

"东风系"集体大跌，"兵装系"集体大涨。 今日（6月5日）早盘，"东风系"上市公司集体大跌。 A股方面，东风股份（600006）盘中一度跌近8%，截至午间收盘跌6.94%。 | < W | 东风股份(600006) | | | --- | --- | --- | | | 交易中 06-05 11:30:01 融 通 | | | 7.38 | 额 8.76亿 股本 20.00亿 市盈 367 | 万得 | | | | 참□ | | -0.55 -6.94% 换5.90% | 市值1 148亿 市净 1.75 | | | 分时 | 周K 月K 更多 © 五日 | | | 暨加 | 均价:7.43 | 盘口 资金 | | 8.55 | 7.82% 卖五 | 7.43 1694 | | | SE JU | 7.42 1114 | | | | 7.41 633 7.40 2237 | | 7.93 | 0.00% 买一 | 7.39 1088 | | | | 7.38 1386 | | | | 7.37 1247 | | | | 7.36 2968 | | | | 7.35 1.80万 | | | 2-17 -7.82 ...

证券代码：601606 证券简称：长城军工 公告编号：2025-023 安徽长城军工股份有限公司关于中国兵器装备集团 有限公司重组进展情况的公告 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。 分立重组尚需按照法律规定履行相应程序，有关事项具有不确定性，敬请广 大投资者注意投资风险。 特此公告。 安徽长城军工股份有限公司董事会 2025 年 6 月 5 日 2025 年 6 月 4 日，本公司接到间接控股股东兵器装备集团通知，兵器装备 集团收到国务院国有资产监督管理委员会（以下简称"国务院国资委"）通知， 经国务院批准，对兵器装备集团实施分立。其汽车业务分立为一家独立中央企业， 由国务院国资委履行出资人职责；国务院国资委按程序将分立后的兵器装备集团 股权作为出资注入中国兵器工业集团有限公司。 分立重组后，本公司间接控股股东后续或将发生变更，实际控制人未发生变 化。 分立重组不会对本公司正常生产经营活动构成重大影响。 为保证及时、公平地披露信息，维护广大投资者利益，现予以公告。后续， 本公司将严格按照信息披露要求，持续关注有关进 ...

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has experienced a decline, with a drop of 0.34% as of the market close on June 4, positioning it among the top decliners in the concept sector [1][2] - Within the military equipment restructuring concept, stocks such as Dong'an Power, Chang'an Automobile, and Changcheng Military Industry saw significant declines, while Hunan Tianyan, Huqiang Technology, and Construction Industry were among the few that increased, with respective gains of 0.44%, 0.18%, and 0.15% [1][2] - The military equipment restructuring concept faced a net outflow of 0.43 billion yuan from main funds today, with six stocks experiencing net outflows, led by Chang'an Automobile, which saw a net outflow of 22.58 million yuan [2] Group 2 - The top decliners in the military equipment restructuring concept included Chang'an Automobile (-0.24%), Dong'an Power (-2.14%), and Changcheng Military Industry (-0.66%), while Hunan Tianyan was the only stock with a positive change [2] - The trading volume for Chang'an Automobile was 0.52%, and it had the highest net outflow of main funds at 22.58 million yuan, followed by Dong'an Power with a net outflow of 18.22 million yuan [2] - The overall performance of the military equipment restructuring concept contrasts with other sectors, such as the beer concept, which increased by 3.85% [2]

Group 1 - The military equipment restructuring concept has seen a decline of 1.73%, ranking among the top declines in the concept sector, with companies like Hunan Tianyan, Changcheng Military Industry, and Construction Industry experiencing significant drops [1] - The military equipment restructuring concept faced a net outflow of 177 million yuan from main funds today, with seven stocks experiencing net outflows, and five stocks seeing outflows exceeding 10 million yuan [2] - The stock with the highest net outflow is Changan Automobile, which saw a net outflow of 110 million yuan, followed by Changcheng Military Industry, Hunan Tianyan, and Construction Industry with net outflows of 16.49 million yuan, 15.59 million yuan, and 15.03 million yuan respectively [2] Group 2 - The top gainers in the concept sector today include medical waste treatment with a gain of 2.66%, and combustible ice with a gain of 2.50%, while the military equipment restructuring concept was among the top losers [2] - The trading volume for Changan Automobile was 0.68%, while Changcheng Military Industry had a turnover rate of 2.04%, and Hunan Tianyan had a turnover rate of 6.62% [2] - The military equipment restructuring concept includes several companies, with notable declines in stock prices, indicating a challenging market environment for this sector [1][2]

安徽长城军工股份有限公司 1-3 营业收入扣除情况表 专项核查报告 致同会计师事务所 (特殊普通合伙) 专项核查报告 公司 2024 年度营业收入扣除情况表及说明 t and the subject of the subject of the subject of the subject of the subject of the subject of the subject of the subject of the subject of t nt Thornton #4 | | 安徽长城军工股份有限公司 营业收入扣除情况表专项核查报告 致同专字(2025) 第 110A014420 号 安徽长城军工股份有限公司全体股东: 我们接受委托,在审计了安徽长城军工股份有限公司(以下简称"长城 军工")2024年12月31日的合并及公司资产负债表,2024年度的合并及公司 利润表、合并及公司现金流量表、合并及公司股东权益变动表以及财务报表 附注的基础上,对后附的《安徽长城军工股份有限公司 2024年度营业收入扣 除 情 况 表 及 说 明 》 （ 以 下 简 称 " 营 业 收 入 扣 除 情 况 表 " ） 进 ...

安徽长城军工股份有限公司投资者关系活动记录表 | √ | 特定对象调研 分析师会议 □ | | --- | --- | | □ 投资者关系活动 | 媒体采访 □ 业绩说明会 | | □ | 新闻发布会 □ 路演活动 | | 类别 | □现场参观 | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | | | 财通基金、华安基金、西部证券、华泰证券、长江证券、易方 | | 人员姓名（排名 | 达、国盛军工、太平洋保险等 | | 不分先后） | | | 时间 | 2025 年 5 月 13 日--23 日 | | 地点 | 安徽长城军工股份有限公司 | | 上市公司 1. | 董事、总经理、董事会秘书 张兆忠 | | 接待人员姓名 2. | 相关部门主要负责人及工作人员 | | 形式 | 实地调研、座谈交流、电话会议 | | | 问题一：请问公司将采取哪些措施确保今年生产任务完 | | | 成？ | | | 回答：公司将通过三个方面措施来保障 年度生产任务 2025 | | | 的完成。一是压实责任保交付。切实增强责任心、紧迫感，压 | | | 实责任、完善举措，集中力量补齐产能短板弱项 ...

本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和 国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》、《律师事务所从事证券法 律业务管理办法》（以下简称"《证券法律业务管理办法》"）、《律师事务所证券法律业务 执业规则（试行）》（以下简称"《证券法律业务执业规则》"）等相关法律、行政法规、 规章、规范性文件及《安徽长城军工股份有限公司章程》（以下简称"《公司章程》"）的 规定，就本次会议的召集与召开程序、召集人资格、出席会议人员资格、会议表决程序 及表决结果等事宜，出具本法律意见书。 北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话：010-88004488/66090088 传真：010-66090016 邮编：100005 北京国枫律师事务所 关于安徽长城军工股份有限公司 2024 年年度股东大会的 法律意见书 国枫律股字[2025]A0276 号 致：安徽长城军工股份有限公司（贵公司） 北京国枫律师事务所（以下简称"本所"）接受贵公司的委托，指派律师出席并见 证贵公司 2024 年年度股东大会（以下简称"本次会议"）。 对本法律意见书的出具，本所律 ...

证券代码：601606 证券简称：长城军工 公告编号：2025-021 | 1、出席会议的股东和代理人人数 | 850 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 462,919,647 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股份总 | | | 数的比例（%） | 63.9190 | (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次股东大会由公司董事会提议召开，董事长涂荣先生主持会议，采取现场 投票和网络投票相结合的表决方式。会议的召集、召开及表决均符合《公司法》 和《公司章程》等相关法律法规的规定。 (五)公司董事、监事和董事会秘书的出席情况 二、议案审议情况 2024年年度股东大会决议公告 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： 有限公司会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 安徽长城军工股份有限公司 (一)非累积投票议案 1、议案名称：长城军工 2024 年年度报告及摘 ...