证券代码：601890 证券简称：亚星锚链 公告编号：临 2025-034 江苏亚星锚链股份有限公司 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0.04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 | 2025/9/11 | － | 2025/9/12 | 2025/9/12 | 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 2025 年 5 月 22 日，公司 2024 年年度股东大会审议通过《关于提请股东大会授权董事会 制定中期分红方案的议案》，授权董事会在符合利润分配条件下，制定并实施具体的 2025 年 中期利润分配方案。本次利润分配方案经公司 2025 年 8 月 22 日召开第六届董事会第七次会 议审议通过。 二、 分配方案 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 ...

Market Overview - The marine equipment sector experienced a decline of 1.31% on September 2, with Zhongke Haixun leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Key stocks in the marine equipment sector showed the following closing prices and percentage changes: - China Shipbuilding (600150): 38.45, -1.21% - Yaxing Chain (601890): 10.08, -1.95% - China Marine Defense (600764): 34.45, -1.96% - China Ship Defense (600685): 29.24, -2.47% - Jianglong Shipbuilding (300589): 14.14, -3.02% - Tianhai Defense (300008): 7.17, -3.24% - Guorui Technology (300600): 18.45, -4.16% - Hailanxin (300065): 20.09, -4.74% - Zhonggui Haixun (300810): 52.21, -5.25% [1] Capital Flow - The marine equipment sector saw a net outflow of 605 million yuan from institutional investors, while retail investors contributed a net inflow of 508 million yuan [1] - The following table summarizes the capital flow for key stocks: - Zhongke Haixun (300810): Institutional -15.99 million, Retail +26.18 million - Jianglong Shipbuilding (300589): Institutional -20.29 million, Retail +18.36 million - China Ship Defense (600685): Institutional -28.92 million, Retail +33.69 million - Guorui Technology (300600): Institutional -30.66 million, Retail +30.70 million - China Marine Defense (600764): Institutional -41.68 million, Retail +27.36 million - Yaxing Chain (601890): Institutional -52.12 million, Retail +44.98 million - Tianhai Defense (300008): Institutional -129 million, Retail +108 million - Hailanxin (300065): Institutional -135 million, Retail +129 million - China Shipbuilding (600150): Institutional -151 million, Retail +89.23 million [2]

Market Overview - The marine equipment sector increased by 0.81% on August 29, with Zhongke Haixun leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Stock Performance - Notable stock performances include: - Yihard Technology (300810) rose by 4.29% to a closing price of 53.94 [1] - Guorui Technology (300600) increased by 3.71% to 19.27 [1] - China Shipbuilding (600150) saw a 1.52% rise, closing at 37.38 [1] - Hailanxin (300065) and China Ship Defense (600685) had smaller increases of 1.15% and 0.61%, respectively [1] - Tianhai Defense (300008) and Jianglong Shipbuilding (300589) experienced slight declines of 0.13% and 0.48% [1] Capital Flow - The marine equipment sector had a net inflow of 154 million yuan from institutional investors, while retail investors saw a net outflow of 144 million yuan [1] - Detailed capital flow for key stocks includes: - China Shipbuilding had a net inflow of 91.36 million yuan from institutional investors [2] - Zhongke Haixun attracted 70.05 million yuan, but retail investors withdrew 83.70 million yuan [2] - Guorui Technology had a net inflow of 19.56 million yuan from institutions, with retail investors withdrawing 18.39 million yuan [2] - China Haifang (600764) saw a net inflow of 6.61 million yuan from institutions, while retail investors withdrew 17.53 million yuan [2]

Group 1 - The report aims to summarize important in-depth reports, significant commentary, and marginal changes within the macro strategy team of large manufacturing [1] - Key companies highlighted include Shanghai Yanpu, Honghe Precision, Zhenlan Instrument, Zhejiang Rongtai, Sany Heavy Industry, China Shipbuilding, Huace Testing, Xugong Machinery, Hangcha Group, Yaxing Anchor Chain, Robotech, Juxing Technology, Yadea Holdings, Aima Technology, Hongdu Aviation, Zhongji United, and BGI [2][3] Group 2 - The mechanical equipment sector emphasizes investment opportunities in leading engineering machinery companies, with a continuous push for humanoid robots and overseas expansion [4] - As of August 22, 2025, the best-performing indices in the large manufacturing sector included the Sci-Tech Innovation 50 (+13%), the Semiconductor Index (+12%), and the ChiNext Index (+6%) [5][21] Group 3 - Zhongji United's mid-year report met expectations, with a 87% year-on-year increase in net profit attributable to shareholders for the first half of 2025 [8] - The company has significantly improved its profitability, with a sales net profit margin increasing by 8 percentage points year-on-year in Q2 2025 [8] - The wind power sector is experiencing high demand, with domestic wind power installations expected to reach approximately 105-115 GW in 2025, indicating a strong growth trajectory [9] Group 4 - Jinwo Co. reported a 94% year-on-year increase in net profit for the first half of 2025, driven by growth in its screw and insulation shaft sleeve segments [9] - The company is focusing on upgrading production capacity and enhancing its international layout through a planned fundraising of up to 950 million yuan [9] - The humanoid robot industry is anticipated to explode, with the market expected to grow significantly, driving demand for high-precision CNC machine tools [11]

Market Overview - The marine equipment sector experienced a decline of 1.45% on August 27, with Guorui Technology leading the losses [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Individual Stock Performance - China Shipbuilding (600150) closed at 36.54, down 0.98% with a trading volume of 983,200 shares and a turnover of 3.629 billion [1] - Tianhai Defense (300008) closed at 7.17, down 2.32% with a trading volume of 1,661,100 shares and a turnover of 1.229 billion [1] - China Marine Defense (600764) closed at 34.57, down 2.92% with a trading volume of 132,600 shares and a turnover of 469 million [1] - China Ship Defense (600685) closed at 28.43, down 3.33% with a trading volume of 174,700 shares and a turnover of 508 million [1] - Yaxing Anchor Chain (601890) closed at 10.28, down 4.90% with a trading volume of 800,900 shares and a turnover of 838 million [1] - Hailanxin (300065) closed at 20.18, down 4.95% with a trading volume of 878,100 shares and a turnover of 1.832 billion [1] - Jianglong Shipbuilding (300589) closed at 14.45, down 5.37% with a trading volume of 227,900 shares and a turnover of 341 million [1] - Zhongke Haixun (300810) closed at 50.80, down 5.59% with a trading volume of 93,300 shares and a turnover of 487 million [1] - Guorui Technology (300600) closed at 18.73, down 6.26% with a trading volume of 234,700 shares and a turnover of 450 million [1] Capital Flow Analysis - The marine equipment sector saw a net outflow of 867 million from institutional investors and 48.28 million from retail investors, while retail investors had a net inflow of 916 million [1] - Individual stock capital flows indicate significant outflows for several companies, with Guorui Technology experiencing a net outflow of 87.17 million, accounting for 19.35% of its capital [2] - Other notable outflows include China Ship Defense with 58.59 million (11.54%) and Yaxing Anchor Chain with 99.32 million (11.85%) [2]

Core Viewpoint - The recent financial report of Yaxing Anchor Chain (601890) indicates a mixed performance, with revenue growth but a significant decline in net profit, raising concerns about the company's financial health and operational efficiency [1][3]. Financial Performance Summary - Total revenue for the first half of 2025 reached 991 million yuan, a year-on-year increase of 5.88% [1]. - Net profit attributable to shareholders was 115 million yuan, down 17.43% year-on-year [1]. - In Q2 2025, total revenue was 403 million yuan, a decrease of 17.18% compared to the same quarter last year [1]. - The gross profit margin improved to 27.71%, up 1.14% year-on-year, while the net profit margin fell to 11.98%, down 20.77% [1]. - The company reported a significant increase in accounts receivable, which accounted for 185.89% of the latest annual net profit [4]. Key Financial Metrics - Earnings per share (EPS) decreased to 0.12 yuan, down 17.43% year-on-year [1]. - Operating cash flow per share improved significantly to 0.05 yuan, an increase of 137.77% year-on-year [1]. - The company’s total liabilities increased, with interest-bearing debt rising by 21.54% to 843 million yuan [1][2]. Changes in Financial Items - Long-term borrowings increased by 142.47% due to the addition of a 271 million yuan two-year bank loan [2]. - Accounts payable decreased by 32.63%, indicating a reduction in outstanding payments to suppliers [2]. - Research and development expenses rose by 9.02%, reflecting increased investment in innovation [3]. Fund Holdings - The largest fund holding Yaxing Anchor Chain is the Bosera Yulong Flexible Allocation Mixed A fund, which has recently increased its position [5]. - Other funds have also shown increased holdings, indicating growing interest in the company despite its mixed financial performance [5].

Core Viewpoint - The announcement details the share reduction plans of key executives at Jiangsu Yaxing Anchor Chain Co., Ltd. due to personal financial needs, specifying the number of shares to be sold and the time frame for the reductions [1][3]. Summary by Relevant Sections 1. Basic Information of Shareholders - Tao Liangfeng, General Manager, holds 4,884,800 shares, accounting for 0.51% of the total share capital [1][2]. - Wang Guiqin, Financial Director, holds 3,638,190 shares, accounting for 0.38% of the total share capital [1][2]. - Shen Yicheng, Director, holds 4,288,000 shares, accounting for 0.45% of the total share capital [1][2]. 2. Main Content of the Reduction Plan - Tao Liangfeng plans to reduce her holdings by up to 1,221,200 shares, representing a maximum of 0.13% of the total share capital, through centralized bidding from September 17, 2025, to December 17, 2025 [3]. - Wang Guiqin plans to reduce her holdings by up to 909,547 shares, representing a maximum of 0.10% of the total share capital, through centralized bidding during the same period [3]. - Shen Yicheng plans to reduce his holdings by up to 1,072,000 shares, representing a maximum of 0.11% of the total share capital, also through centralized bidding within the same timeframe [3].

证券代码：601890 证券简称：亚星锚链 公告编号：临 2025-033 江苏亚星锚链股份有限公司 董事、高管减持股份计划公告 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： 截至本公告披露日，江苏亚星锚链股份有限公司（以下简称"公司"）董事、 总经理陶良凤女士持有公司股票 4,884,800 股，占公司总股本的 0.51%；董事、 财务总监王桂琴女士持有公司股票 3,638,190 股，占公司总股本的 0.38%；董事 沈义成先生持有公司股票 4,288,000 股，占公司总股本的 0.45%。 | 股东名称 | 沈义成 | | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 □是 √否 | | | 直接持股 5%以上股东 □是 √否 | | | 董事、监事和高级管理人员 √是 □否 | | | 其他：无 | | 持股数量 | 4,288,000股 | | 持股比例 | 0.45% | | IPO 当前持股股份来源 | 前取得：1,102,293股 | | | 其他方式取得 ...

Core Viewpoint - The company, Yaxing Anchor Chain, announced that its directors plan to reduce their shareholdings through centralized bidding from September 17, 2025, to December 17, 2025 [1] Shareholding Reduction Details - General Manager Tao Liangfeng holds 4.8848 million shares, accounting for 0.51% of total shares, and intends to reduce holdings by up to 1.2212 million shares, which is 0.13% of total shares and 25% of his holdings [1] - Financial Director Wang Guiqin holds 3.6382 million shares, accounting for 0.38% of total shares, and plans to reduce holdings by up to 909.5 thousand shares, which is 0.10% of total shares and 25% of her holdings [1] - Director Shen Yicheng holds 4.288 million shares, accounting for 0.45% of total shares, and intends to reduce holdings by up to 1.072 million shares, which is 0.11% of total shares and 25% of his holdings [1]

Core Viewpoint - Yaxing Anchor Chain (601890.SH) reported its 2025 semi-annual results, revealing significant institutional investor activity and changes in shareholding patterns [1][2]. Group 1: Institutional Investor Holdings - As of August 25, 2025, 16 institutional investors disclosed holdings in Yaxing Anchor Chain A-shares, totaling 46.9628 million shares, which represents 4.90% of the company's total share capital [1]. - The top ten institutional investors collectively hold 4.81% of the shares, with a decrease of 1.27 percentage points compared to the previous quarter [1]. Group 2: Public Fund Activity - Five public funds increased their holdings in this period, including Southern CSI 1000 ETF and Qianhai Kaiyuan Hong Kong-Shenzhen Strong Domestic Industry, with an overall increase of 0.21% [2]. - One public fund, Bosera Growth Navigation Mixed A, reported a decrease in holdings, accounting for a reduction of 0.15% [2]. - Eight new public funds disclosed their holdings, including Bosera Growth Advantage Mixed A and Bosera Yulong Mixed A [2]. - Eleven public funds that were previously disclosed did not report in this period, including GF High-end Manufacturing Stock A and GF Xingcheng Mixed A [2]. Group 3: Social Security Fund Holdings - One new social security fund, the National Social Security Fund 102 Portfolio, disclosed its holdings in Yaxing Anchor Chain during this period [2].