经济观察网 创力集团高管拟减持股份，公司转型与业绩承压并存。根据2026年1月27日公告，创力集团 董事及高级管理人员（包括耿卫东等人）计划通过集中竞价方式减持公司股份，减持数量最高约335万 股。该计划将于公告后15个交易日后启动（预计2026年2月中旬开始），减持周期不超过三个月，可能 对短期市场情绪产生影响。 高管减持 根据2026年1月27日公告，创力集团董事及高级管理人员（包括耿卫东等人）计划通过集中竞价方式减 持公司股份，减持数量最高约335万股。该计划将于公告后15个交易日后启动（预计2026年2月中旬开 始），减持周期不超过三个月，可能对短期市场情绪产生影响。 业务与技术发展 公司正持续推进煤矿智能化转型，包括与华为合作的智慧矿山解决方案、以及与重庆川九矿山建设有限 公司的战略合作（2026年1月6日公告）。这些合作旨在拓展一体化服务能力，但转型成效需时间验证， 未来可能涉及项目落地或进一步协议披露。 业绩战略 2026年1月23日公司发布2025年业绩预告，预计归母净利润同比下降43.96%-53.30%，主要因行业竞争及 项目交付延迟。尽管业绩承压，2026年初至今股价涨幅显著，反映市场对 ...

Core Viewpoint - Chuangli Group's stock price is experiencing high-level fluctuations due to the interplay between fundamental performance pressures and market expectations for intelligent transformation [1] Performance and Operational Situation - The company forecasts a net profit attributable to shareholders of between 100 million to 120 million yuan for 2025, representing a year-on-year decline of 43.96% to 53.30% [2] - The decline is primarily attributed to intensified industry competition leading to reduced gross margins and delays in the delivery of large-scale projects [2] - For the first three quarters of 2025, the net profit attributable to shareholders has already decreased by 38.36%, with gross margin dropping to 36.89% [2] - Accounts receivable reached 2.997 billion yuan, highlighting significant cash flow issues [2] - Despite these challenges, there is optimistic market sentiment regarding the company's collaboration with Huawei on smart mining solutions and the long-term opportunities presented by coal mine intelligent policies [2] Financial Situation - Since January 2026, the stock price has increased by 33.94%, with a price fluctuation range of 19.41% [3] - There is a notable divergence in capital flow, with significant net inflows and outflows observed on different dates, indicating varying risk preferences between institutional and retail investors [3] Technical Analysis - As of February 13, 2026, the stock price is oscillating between the upper Bollinger Band (8.42 yuan) and the lower band (7.51 yuan) [4] - The MACD indicator shows short-term divergence, while the KDJ line indicates a pullback pressure after being overbought [4] - The 20-day moving average support level is at 7.96 yuan, with a resistance level at 8.42 yuan, intensifying short-term volatility [4] Company Valuation - The current price-to-earnings ratio (TTM) is 32.91 times, which is above the industry average, indicating that the market has partially priced in transformation expectations [5] - In the context of a 0.96% decline in the machinery equipment sector, the company's performance remains relatively independent due to individual stock factors, with high valuation exacerbating volatility risks [5] - Overall, the high-level fluctuations in Chuangli Group's stock are a result of declining performance, transformation expectations, capital market dynamics, and technical pressures [5]

Core Viewpoint - Chuangli Group (603012) anticipates a significant decline in net profit attributable to shareholders for 2025, projecting a decrease of 43.96%-53.30% due to intensified industry competition and delays in project delivery [1][2]. Financial Performance - The expected net profit for 2025 is estimated to be between 100 million to 120 million yuan, reflecting a year-on-year decline of 43.96%-53.30% [2]. - In the first three quarters of 2025, the net profit attributable to shareholders has already decreased by 38.36%, with a gross margin dropping to 36.89% and accounts receivable reaching 2.997 billion yuan, indicating significant cash flow issues [2][7]. Stock Performance - Despite the anticipated decline in performance, the stock price has increased by 33.94% since January 2026, with a price fluctuation of 19.41% during this period [3]. - As of February 13, 2026, the stock price closed at 8.11 yuan, with a year-to-date increase of 34.27% [3]. Market Dynamics - There is a tug-of-war between market concerns over declining performance and optimistic expectations regarding the company's transition to intelligent mining solutions [4]. - The company is collaborating with Huawei on smart mining solutions and has formed a strategic partnership with Chongqing Chuanjiu Mining Construction Co., Ltd., although the effectiveness of this transition will require time to validate [4]. Capital Flow and Technical Analysis - As of February 12, 2026, there was a net outflow of 150.26 million yuan from institutional investors, while retail investors saw a net inflow of 578.14 million yuan, indicating differing risk appetites between institutions and retail investors [4]. - The stock is currently oscillating between the upper Bollinger Band (8.42 yuan) and the lower band (7.51 yuan), with technical indicators suggesting potential short-term selling pressure [5]. Industry Environment - The policy environment for intelligent mining provides long-term support, but short-term competition in the coal industry and fluctuations in capital expenditure may impact order demand [6]. Valuation - The current price-to-earnings ratio (TTM) stands at 32.91 times, which is above the industry average, indicating that the market has partially priced in the expectations of the company's transition [8]. Sector Comparison - During the same period, the machinery equipment sector declined by 0.96%, and the specialized equipment sector fell by 0.82%, but Chuangli Group's performance has been relatively independent due to individual stock factors [9].

Core Viewpoint - The company is deepening its transformation into intelligent coal mining, but the 2025 profit forecast indicates a significant decline in net profit attributable to shareholders, alongside increasing industry competition and stock price volatility [1]. Group 1: Strategic Advancement - The company is continuously advancing its intelligent coal mining business, including a partnership with Huawei on smart mining solutions, though the effectiveness of this transformation will require time to validate [2]. - A strategic collaboration with Chongqing Chuanjiu Mining Construction Co., Ltd. in January 2026 may further integrate intelligent equipment resources and enhance long-term service capabilities [2]. Group 2: Performance and Operating Conditions - On January 23, 2026, the company released a profit forecast indicating a year-on-year decline in net profit attributable to shareholders of 43.96% to 53.30%, primarily due to intensified industry competition and project delivery delays [3]. - The official annual report has not yet been disclosed, and investors should pay attention to subsequent announcement timings [3]. Group 3: Industry Policy and Environment - Supportive policies for intelligent coal mining may present long-term opportunities, but short-term intense competition could impact order demand and stock performance [4]. - The stock price has experienced significant fluctuations, with a cumulative increase of 33.94% since January 2026, indicating notable capital divergence, necessitating attention to the interplay between fundamentals and transformation expectations [4].

Core Viewpoint - The company Chuangli Group (603012) experienced stock price fluctuations following the announcement of a profit warning for 2025, influenced by fundamental performance pressures, market expectations regarding transformation, and short-term capital divergence [1] Financial Performance - For 2025, the company forecasts a net profit attributable to shareholders of between 100 million to 120 million yuan, representing a year-on-year decline of 43.96% to 53.30%. The decline is primarily due to intensified industry competition leading to reduced gross margins and delays in the delivery of large-scale projects affecting current revenue [2] - In the first three quarters of 2025, the company's net profit attributable to shareholders has already decreased by 38.36%, with gross margin dropping to 36.89%. Accounts receivable reached 2.997 billion yuan, highlighting significant cash flow issues [2] Stock Performance - Despite the pressure on performance, the stock price has increased by 33.94% since January 2026. For instance, on January 29, the stock rose by 2.12% with a net inflow of 9.2966 million yuan; however, on February 4, it fell by 2.06% with a net outflow of 3.5435 million yuan, indicating notable short-term capital divergence [3] - The stock has experienced a price fluctuation range of 19.41%, reflecting the market's balancing act between negative performance news and potential transformation expectations [3] Industry Policy and Environment - The intelligent coal mining policy supports the company's long-term transformation; however, short-term intensified competition and fluctuations in capital expenditure among coal enterprises may impact order demand. The company is advancing a smart mining solution in collaboration with Huawei, but the effectiveness of this transformation will require time to validate [4] Financial and Technical Aspects - As of February 11, the stock price is oscillating between the upper and lower bands of the Bollinger Bands, with the MACD indicator showing short-term divergence. The KDJ line indicates a potential correction pressure following an overbought condition, which may exacerbate volatility [5]

每经AI快讯，创力集团1月30日晚间发布公告称，公司于近日收到股东巨圣投资股份解除质押及再质押 的通知。本次解除质押及再质押后，巨圣投资质押股份为4200万股。占其所持有公司股份总数的 63.30%，占公司总股本的6.50%。 截至公告日，股东上海巨圣投资有限公司持有上海创力集团股份有限公司股份约6635万股，占公司总股 本的10.26%。截至公告日，巨圣投资及其一致行动人中煤机械集团有限公司、石华辉先生共累计质押 股份数为8600万股，占其所持股份比例的59.8%，占公司总股本的13.3%。 每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 （记者 王晓波） ...

公司于近日收到股东巨圣投资股份解除质押及再质押的通知，现将有关情况 公告如下： | 股东名称 | 上海巨圣投资有限公司 | | --- | --- | | 本次解除质押股份 | 2,400 万股 | | 占其所持股份比例 | 36.17% | | 占公司总股本比例 | 3.71% | | 解除质押时间 | 2026 年 1 月 27 日 | | 持股数量 | 6,634.5866 万股 | | 持股比例 | 10.26% | | 剩余被质押股份数量 | 1,800 万股 | | 剩余被质押股份数量占其所持股份比例 | 27.13% | | 剩余被质押股份数量占公司总股本比例 | 2.78% | 一、本次股份解除质押情况 1 截至公告日，股东上海巨圣投资有限公司（以下简称"巨圣投资"）持有上 海创力集团股份有限公司（以下简称"公司"或"本公司"）股份 66,345,866 股，占公司总股本的 10.26%。本次解除质押及再质押后，巨圣投资质押股 份为 42,000,000 股。占其所持有公司股份总数的 63.30%，占公司总股本的 6.50%。 截至公告日，巨圣投资及其一致行动人中煤机械集团有限公司（以下简称" ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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： ● 股东、董事及高级管理人员持股的基本情况:截至本公告日，耿卫东先生持有上海创力集团股份有限 公司（以下简称"公司"或"本公司"）股票16,838,056股，占公司总股本比例为2.604%；吴彦先生持有公 司股票512,000股，占公司总股本的0.079%；朱民法先生持有公司股票448,000股，占公司总股本的 0.069%；杜成刚先生持有公司股票478,000股，占公司总股本的0.074%；常玉林先生持有公司股票 256,980股，占公司总股本的0.040%。 ● 减持计划的主要内容:公司董事、高级管理人员耿卫东先生拟通过集中竞价方式减持公司股票，减持 数量不超过3,347,014股；公司高级管理人员吴彦先生拟通过集中竞价方式减持公司股票，减持数量不超 过128,000股；公司高级管理人员朱民法先生拟通过集中竞价方式减持公司股票，减持数量不超过 112,000股；公司高级管理人员杜成刚先生拟通过集中竞价 ...

Group 1 - The announcement from Chuangli Group indicates that key executives plan to reduce their holdings in the company through centralized bidding, with specific amounts outlined for each individual [1] - Executive Geng Weidong holds approximately 16.84 million shares, representing about 2.60% of the total share capital, and plans to reduce his holdings by up to 3.35 million shares [1] - Other executives, including Wu Yan, Zhu Minfa, Du Chenggang, and Chang Yulin, also plan to reduce their holdings by specified amounts, with the total reduction not exceeding 1% of the company's total shares over a period of three months [1] Group 2 - International gold prices have surged past $5,000, marking a 280% increase over the past seven years, raising questions about when the peak might occur [2] - Experts suggest that the future of gold prices is closely tied to the performance of the US dollar, as well as factors such as the international monetary system, interest rate cuts, and technological revolutions [2]

Core Viewpoint - The company, Chuangli Group (603012.SH), announced that several executives plan to reduce their shareholdings through centralized bidding, indicating potential changes in insider ownership and market sentiment [1] Group 1: Executive Share Reduction Plans - Executive Geng Weidong plans to reduce his holdings by up to 3,347,014 shares [1] - Executive Wu Yan plans to reduce his holdings by up to 128,000 shares [1] - Executive Zhu Minfa plans to reduce his holdings by up to 112,000 shares [1] - Executive Du Chenggang plans to reduce his holdings by up to 119,500 shares [1] - Executive Chang Yulin plans to reduce his holdings by up to 64,200 shares [1] Group 2: Reduction Conditions - The reduction plans will commence fifteen trading days after the company's announcement [1] - Any continuous reduction over a 90-day period will not exceed 1% of the company's total shares [1] - The reduction period will not exceed three months, with prices determined by market conditions [1]