Mergers and Acquisitions - Multiple companies are experiencing stock price increases due to merger and acquisition activities, with notable gains including Zongyi Co. at 10.10% and Daqimo at 10.06% [2][3] - New entrants in the market such as Binhai Energy and Jinhongshun also saw significant increases of 10.00% and 9.98% respectively, attributed to similar merger activities [2] - The trend continues with companies like Huayuan Real Estate and Hunan Development achieving first board listings with gains of 9.94% and 9.97% [3] Shipping and Ports - Following the implementation of tariff adjustments between China and the US, there has been a surge in container bookings from China to the US, positively impacting shipping and port stocks [4] - Nanjing Port, Ningbo Shipping, and Lianyungang have all recorded five consecutive days of price increases, with gains of 9.97%, 10.04%, and 10.07% respectively [4][6] Robotics - The robotics sector is gaining attention, with Nvidia's CEO indicating that all mobile devices will become robots, potentially revolutionizing the industrial sector [7] - Companies like Zhongchao Holdings and Xinlong Health have seen stock increases of 10.13% and 10.01% respectively, driven by advancements in robotics [8] Chemical Products - Recent price hikes in chemical products such as dibutyl phthalate and hydroxyl esters have drawn market attention, benefiting companies like Zhongyida and Youfu Co. with stock increases of 9.99% and 10.04% [10][11] Food and Beverage - The release of new regulations by the Ministry of Commerce and the National Development and Reform Commission is expected to boost the food and beverage sector, with stocks like Jiaoda Angli and Baihe Co. seeing gains of 10.00% and 10.01% [12][15] Military and Aerospace - The debut of the "Jiutian" drone at the 15th China Airshow is anticipated to enhance the military sector, with companies like Chengfei Integration and Lijun Co. achieving stock increases of 10.00% and 10.02% [16][19] Nuclear Power - The announcement of procurement projects by China Fusion Energy Co. is expected to stimulate the nuclear power sector, benefiting companies like Wangzi New Materials and Baili Electric with stock increases of 9.99% and 9.92% [16][17] Venture Capital - Recent regulatory changes encouraging private equity participation in mergers and acquisitions are positively impacting venture capital stocks, with companies like Jiuding Investment and Electronic City seeing gains of 10.01% and 9.90% [19] Pet Economy - The pet economy is projected to grow significantly, with companies like Yuande Pet and Tianyuan Pet achieving stock increases of 9.98% and 20.00% [20][21] Carbon Fiber - Price increases in carbon fiber products have been reported, benefiting companies like Jilin Chemical Fiber with a stock increase of 10.04% [22][23] Smart Driving - The Ministry of Industry and Information Technology's push for mandatory standards in smart connected vehicles is expected to drive growth in the automotive sector, with companies like Wan'an Technology and Luchang Technology seeing stock increases of 10.00% [26][27] Rare Earth Permanent Magnets - Tightening supply of rare earth materials due to export controls has led to price increases, benefiting companies like Huayang New Materials and Jiuwu High-Tech with stock increases of 10.10% and 20.02% [28][29] Huawei Harmony - Huawei's upcoming product launch is expected to positively impact related stocks, with companies like Dongfang Zhongke and Dahua Intelligent seeing stock increases of 10.01% and 9.94% [30]

证券代码：603135 证券简称：中重科技 公告编号：2025-033 受托方 名称 产品 类型 产品 名称 金额 （万元） 起息日 到期日 赎回金额 （万元） 实际收益 金额 （万元） 华泰 证券 保本浮 动收益 华泰证券 股份有限 公司聚益 第 25012 号（黄金 现货）收 益凭证 3,500.00 2025.2.14 2025.5.14 3,500.00 15.36 产品情况如下： 中重科技（天津）股份有限公司(以下简称"公司"）于 2024 年 2 月 28 日召 开了第一届董事会第二十次会议及第一届监事会第十四次会议，并于 2024 年 3 月 15 日召开了 2024 年第一次临时股东大会审议通过了《关于使用部分暂时闲置 募集资金及自有资金进行现金管理的议案》，同意在确保不影响公司募集资金安 全和募集资金投资计划正常进行的前提下，公司计划使用不超过人民币 100,000 万元的闲置募集资金进行现金管理，用于购买投资安全性高、流动性好、满足保 本要求的投资产品。投资期限自股东大会审议通过之日起 12 个月内有效，在上 述额度和投资期限内，资金可以滚动使用。公司监事会以及保荐机构国泰君安证 券股份有 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Views - The report highlights a focus on overseas breakthroughs and anticipates an inflection point in performance for the company [1] - The company is positioned as a leader in intelligent metallurgy equipment, with short-term support from increasing overseas orders and long-term potential from domestic renewal cycles and global trends in self-built steel production capacity [7] Financial Performance Summary 1) Revenue & Profit: - For the full year 2024, revenue is projected at 960 million yuan, down 14.4% year-on-year; net profit attributable to shareholders is expected to be 60 million yuan, down 69.0% year-on-year [6] - In Q4 2024, revenue is expected to be 380 million yuan, up 39.3% year-on-year; net profit attributable to shareholders is projected at 50 million yuan, up 57.8% year-on-year [6] - For Q1 2025, revenue is expected to be 120 million yuan, up 0.8% year-on-year; net profit attributable to shareholders is projected at 10 million yuan, down 10% year-on-year [6] 2) Profitability: - The gross margin for 2024 is expected to be 15.8%, down 12.9 percentage points year-on-year; net profit margin is projected at 5.9%, down 10.4 percentage points year-on-year [6] - In Q1 2025, the gross margin is expected to be 19.8%, down 2.3 percentage points year-on-year, showing some recovery [6] 3) Expense Analysis: - The total expense ratio for 2024 is projected at 6.2%, up 0.3 percentage points year-on-year, with financial expenses increasing due to reduced interest income [6] - In Q1 2025, the total expense ratio is expected to be 11.4%, up 2.7 percentage points year-on-year [6] Business Segmentation - In 2024, revenue from production lines is expected to be 670 million yuan, down 24.5% year-on-year; revenue from spare parts is projected at 280 million yuan, up 26.1% year-on-year [6] - For overseas markets, revenue is expected to be 100 million yuan in 2024, down 73% year-on-year, but with a gross margin of 30.5%, indicating long-term potential [6] Order Outlook - The company secured new orders worth 650 million yuan in 2024, with over 60% from overseas markets, establishing a foundation for performance recovery in 2025 [8] - In Q1 2025, the company signed a contract worth 370 million yuan for a hot-rolled plate production line in Nigeria, indicating ongoing deepening of overseas expansion [8]

中重科技（天津）股份有限公司 关于担保预计事项进展的公告 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。 重要内容提示： 一、担保情况概述 2025 年 4 月 15 日，公司召开第二届董事会第六次会议，审议通过了《关于 2025 年向全资子公司提供担保预计的议案》。根据实际业务发展需要，公司对全 资子公司中重江苏向银行申请综合授信或占用公司银行授信额度办理非融资性 保函提供连带责任保证担保，合计最高额不超过人民币 5,000 万元。具体内容详 见公司于 2025 年 4 月 16 日披露于上海证券交易所网站（www.sse.com.cn）的《中 被担保人：中重科技(江苏)有限公司（以下简称"中重江苏"）为中重科技（天 津）股份有限公司（以下简称"公司""中重科技"）全资子公司，不属于关 联担保。 本次担保金额及已实际为其提供的担保余额：2025 年 5 月，因中重江苏业务 需要，中重科技接受中重江苏委托，作为申请人向华夏银行股份有限公司天 津分行（以下简称"华夏银行天津分行"）申请开立一份人民币 500 万元的 分离式履约保 ...

重要内容提示： 公司于 2025 年 3 月 13 日召开了第二届董事会第五次会议及第二届监事会第 五次会议，审议通过了《关于使用部分暂时闲置募集资金及自有资金进行现金管 理的议案》，同意在确保不影响公司募集资金安全和募集资金投资计划正常进行 的前提下，公司计划使用不超过人民币 90,000 万元的闲置募集资金进行现金管 理，用于购买投资安全性高、流动性好、满足保本要求的投资产品。投资期限自 董事会审议通过之日起 12 个月内有效，在上述额度和投资期限内，资金可以滚 动使用。公司监事会以及保荐机构国泰君安证券股份有限公司对此事项发表了明 确同意意见。该事项具体情况详见公司于 2025 年 3 月 14 日披露在上海证券交易 所网站 http://www.sse.com.cn 上的相关公告。 一、本次使用闲置募集资金进行现金管理赎回的情况 2025 年 2 月 10 日，公司使用闲置募集资金人民币 10,000.00 万元购买了广 证券代码：603135 证券简称：中重科技 公告编号：2025-031 中重科技（天津）股份有限公司 关于使用部分闲置募集资金进行现金管理 到期赎回的公告 本公司董事会及全体董事保证 ...

证券代码：603135 证券简称：中重科技 中重科技（天津）股份有限公司 2024 年年度股东会 会议资料 二○二五年五月 2024 年年度股东会会议资料 | | | | 年年度股东会会议须知 3 | 2024 | | --- | --- | | 年年度股东会会议议程 5 | 2024 | | 年年度股东会会议议案 6 | 2024 | | 议案一：《公司 2024 年度董事会工作报告》 6 | | | 议案二：《公司 2024 年度监事会工作报告》 12 | | | 议案三：《公司 2024 年度财务决算报告》 15 | | | 议案四：《关于公司 2024 年度利润分配方案的议案》 18 | | | 议案五：《关于确认公司 2024 年度董事、监事、高级管理人员 | | | 薪酬及 2025 年度薪酬方案的议案》 19 | | | 议案六：《公司＜2024 年年度报告＞及摘要》 20 | | | 议案七：《关于聘请公司 2025 年度审计机构的议案》 21 | | | 议案八：《关于取消监事会并修订<公司章程>的议案》 25 | | | 议案九：《关于修订公司治理制度的议案》 26 | | | 会议听取事 ...

中重科技（天津）股份有限公司 关于董事辞职的公告 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。 证券代码：603135 证券简称：中重科技 公告编号：2025- 030 中重科技（天津）股份有限公司董事会 2025年5月7日 中重科技（天津）股份有限公司（以下简称"公司"）董事会于近日收到 公司董事刘淑珍女士提交的书面辞职报告，公司董事刘淑珍女士因已达退休年 龄，申请辞去公司董事职务，离任后，刘淑珍女士将不在公司担任任何职务。 根据《公司法》和《公司章程》等有关规定，刘淑珍女士的辞职不会导致 公司董事会成员低于法定最低人数，不会影响公司董事会的正常运行，其辞职 报告自送达公司董事会之日起生效。公司将按照法律法规及《公司章程》的相 关规定，尽快完成董事的补选工作，并履行信息披露义务。 刘淑珍女士在担任公司董事期间，恪尽职守、勤勉尽责，为促进公司的规 范运作和健康发展发挥了积极作用，公司及董事会对其在任职期间为公司发展 所做的贡献表示衷心的感谢！ 特此公告。 ...

Core Viewpoint - The company held an earnings briefing to discuss its 2024 annual and Q1 2025 performance, addressing investor inquiries regarding business impacts, revenue recognition, and growth strategies [2][3]. Group 1: Business Impact and Revenue Recognition - The company does not engage in trade with the U.S., and the impact of U.S. tariffs on its business is minimal. The focus will remain on expanding sales in international markets outside the U.S. [3] - The company's domestic revenue accounted for 89.07% of total revenue in 2024, while over 60% of orders came from overseas. This discrepancy is due to the long production and delivery times for large metallurgical equipment orders, which can take 12-18 months to fulfill [4]. Group 2: Business Expansion and Future Growth - The company has developed a complete "continuous casting - hot rolling - cold rolling" industrial chain, enhancing customer loyalty and entering high-value markets such as automotive and home appliances. This diversification is expected to optimize revenue structure [5]. - The company has invested 463 million yuan in its "Intelligent Equipment Production Base Construction Project," which is projected to significantly increase production capacity and shorten delivery times, allowing for expansion into non-metallurgical sectors [6]. - The breakthrough in the Indian market is a significant milestone for the company's overseas expansion, with India being the second-largest steel producer globally. The company has secured contracts that validate its technological capabilities and open up high-end equipment markets [8]. Group 3: Financial Performance - In 2024, the company reported revenues of 956 million yuan and a net profit of 56.35 million yuan. For Q1 2025, revenues were 117 million yuan with a net profit of 13.72 million yuan. The company holds 1.8 billion yuan in orders, which could drive performance recovery in 2025 [9].

业绩大幅下滑，钢铁行业拖累明显 2024年，中重科技的业绩表现可谓惨淡。营业总收入同比下降14.38%，净利润更是暴跌69.03%，扣非 净利润的降幅更是高达82.61%。这一业绩下滑的主要原因是钢铁行业的周期性调整和下游需求的收 缩。钢铁价格的下跌导致钢铁企业资本开支缩减，既有订单交付延迟，新订单的毛利率也大幅下滑。 从历史数据来看，中重科技的业绩自2021年达到顶峰后，便一路下滑。2021年，公司营业总收入为 17.79亿元，净利润为2.81亿元，而到了2024年，这两个数字分别降至9.56亿元和0.56亿元。这种持续的 下滑趋势表明，公司对钢铁行业的依赖度过高，抗风险能力较弱。 尽管公司在2024年通过海外市场开拓取得了一定成效，新增订单6.5亿元，其中60%来自海外客户，但 这并未能完全抵消国内市场的下滑。钢铁行业的周期性波动对中重科技的影响依然显著，公司未来的业 绩表现仍存在较大不确定性。 海外市场突破，国际化布局初见成效 5月1日，中重科技发布2024年年报，公司实现营业总收入9.56亿元，同比下降14.38%；归属于上市公司 股东的净利润为0.56亿元，同比下降69.03%；扣非净利润更是大幅下 ...

证券代码：603135 证券简称：中重科技 公告编号：2025-029 中重科技（天津）股份有限公司 关于 2024 年度暨 2025 年第一季度 业绩说明会召开情况的公告 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。 一、业绩说明会召开情况 中重科技（天津）股份有限公司（以下简称"公司"）于 2025 年 4 月 29 日 （星期二）下午 15:00-16:00 通 过 上 海 证 券 交 易 所 上 证 路 演 中 心 （网址：https://roadshow.sseinfo.com/）召开了 2024 年度暨 2025 年第一季 度业绩说明会。公司董事长马冰冰女士、董事会秘书杜晓舟先生、财务总监严慧 女士、独立董事刘维女士、独立董事刘才先生针对 2024 年度及 2025 年第一季度 经营成果、财务状况的具体情况与投资者进行互动交流和沟通，在信息披露允许 的范围内就投资者普遍关注的问题进行回答。 二、交流的主要问题及本公司的回复情况 1、请问公司是否有对美贸易，美国关税对公司是否有影响? 答：尊敬的投资者，您好！感谢您 ...