《每日经济新闻》记者了解到，在本次交易前，兰石重装持有环保公司51.02%股权，山东诺泰环保科 技有限公司持有剩余的48.98%股权。公告明确指出，山东诺泰环保科技有限公司已放弃本次交易的优 先购买权。 根据利安达会计师事务所（特殊普通合伙）甘肃分所出具的审计报告，截至2025年6月30日，环保公司 的资产总额为8715.22万元，负债总额为8825.38万元，净资产为-110.17万元。2025年1~6月，环保公司 实现营业收入2732.2万元，净利润为4.76万元。而在2024年，环保公司资产总额4559.17万元，负债总额 4800.47万元，净资产为-241.30万元，当年实现营业收入3356.08万元，净利润60.23万元。 每经记者｜彭斐 每经编辑｜黄博文 兰石重装（SH603169，股价8.20元，市值107.12亿元）正通过剥离非核心资产，进一步聚焦其能源装备 主业。 10月22日晚间，兰石重装发布公告称，公司于2025年10月22日与控股股东兰州兰石集团有限公司（以下 简称兰石集团）签订了《股权转让协议》。根据协议，兰石重装拟通过非公开协议转让方式，向兰石集 团转让其持有的兰州兰石环保工程有 ...

Group 1 - High-speed Electric achieved a revenue of 810 million yuan, a year-on-year increase of 30.33%, and a net profit of 36.33 million yuan, up 54.32% year-on-year for the first three quarters [1] - Huaguang Bio reported a revenue of 868 million yuan, a year-on-year increase of 17.98%, and a net profit of 16.33 million yuan, up 146.55% year-on-year for the first three quarters [2] - North Navigation turned a profit with a net profit of 125 million yuan for the first three quarters, compared to a loss in the previous year, with a revenue of 2.468 billion yuan, up 210.01% year-on-year [3] Group 2 - Wukuang New Energy reported a revenue of 5.054 billion yuan, a year-on-year increase of 33.96%, but a net loss of 20.1 million yuan for the first three quarters [4] - Century Rui Er achieved a revenue of 5.110 billion yuan, a year-on-year increase of 5.21%, and a net profit of 41.64 million yuan, up 27.23% year-on-year for the first three quarters [5] - Jiejie Micro reported a revenue of 2.502 billion yuan, a year-on-year increase of 24.70%, and a net profit of 34.7 million yuan, up 4.30% year-on-year for the first three quarters [6] Group 3 - Zhejiang Huaye achieved a revenue of 739 million yuan, a year-on-year increase of 11.08%, and a net profit of 181 million yuan, up 143.68% year-on-year for the first three quarters [7] - Lege Co. reported a revenue of 4.846 billion yuan, a year-on-year increase of 21.92%, but a net profit of 16.9 million yuan, down 36.33% year-on-year for the first three quarters [8] - Huichuan Technology achieved a revenue of 31.663 billion yuan, a year-on-year increase of 24.67%, and a net profit of 4.254 billion yuan, up 26.84% year-on-year for the first three quarters [9] Group 4 - Jieya Co. reported a revenue of 565 million yuan, a year-on-year increase of 38.44%, and a net profit of 67.9 million yuan, up 95.78% year-on-year for the first three quarters [10] - Hengtian Hailong reported a revenue of 829 million yuan, a year-on-year increase of 0.89%, but a net profit of 274,780 yuan, down 93% year-on-year for the first three quarters [11] - Baolidi achieved a revenue of 1.058 billion yuan, a year-on-year increase of 4.57%, and a net profit of 106 million yuan, up 31.25% year-on-year for the first three quarters [12] Group 5 - Feitian Chengxin reported a revenue of 520 million yuan, a year-on-year increase of 3.10%, and a net profit of 10.38 million yuan, up 146.05% year-on-year for the first three quarters [13] - Xiangqiang Co. reported a revenue of 1.237 billion yuan, a year-on-year increase of 9.19%, but a net profit of 171 million yuan, down 5.90% year-on-year for the first three quarters [14] - Guangzheng Eye Care reported a revenue of 663 million yuan, a year-on-year decrease of 5.05%, but a net profit of 17,340 yuan, turning from loss to profit for the first three quarters [15] Group 6 - Sand Technology achieved a revenue of 430 million yuan, a year-on-year increase of 26.94%, and a net profit of 115 million yuan, up 47.52% year-on-year for the first three quarters [16] - Tianhao Energy reported a revenue of 1.941 billion yuan, a year-on-year decrease of 36.05%, and a net profit of 95.74 million yuan, down 27.25% year-on-year for the first three quarters [17] - Yiyuan Communication achieved a revenue of 17.877 billion yuan, a year-on-year increase of 34.96%, and a net profit of 733 million yuan, up 105.65% year-on-year for the first three quarters [18] Group 7 - Zhenhai Co. reported a revenue of 295 million yuan, a year-on-year decrease of 9.96%, and a net profit of 51.69 million yuan, down 8% year-on-year for the first three quarters [19] - Xinda Securities received approval to issue up to 10 billion yuan in corporate bonds for technology innovation [20] - Jingong Steel Structure signed a contract worth 1.23 billion yuan for an overseas project [21] Group 8 - Chuanfa Longmang plans to invest 366 million yuan in a lithium dihydrogen phosphate project [22] - Ningbo Energy plans to invest 58.5 million yuan to establish a joint venture [23] - China Unicom plans to spin off its subsidiary for listing on the Growth Enterprise Market [24] Group 9 - China Unicom reported a revenue of 292.985 billion yuan, a year-on-year increase of 1%, and a net profit of 8.772 billion yuan, up 5.2% year-on-year for the first three quarters [25] - Haigang Co. announced a plan to reduce its shareholding by 0.9965% [26] - Jintongling's subsidiary is facing bankruptcy liquidation [27] Group 10 - Lanshi Heavy Industry plans to transfer 51.02% of its environmental company shares for 14.39 million yuan [28] - Lanshi Heavy Industry's shareholder plans to reduce its stake by 1% [29] - Dongtian Micro reported a revenue of 637 million yuan, a year-on-year increase of 53.91%, and a net profit of 80.03 million yuan, up 99.20% year-on-year for the first three quarters [30] Group 11 - Siling Co. reported a revenue of 581 million yuan, a year-on-year increase of 4.38%, and a net profit of 14 million yuan, up 2.17% year-on-year for the first three quarters [31] - Hanrui Cobalt achieved a revenue of 4.871 billion yuan, a year-on-year increase of 16.49%, and a net profit of 238 million yuan, up 42.57% year-on-year for the first three quarters [32] - Ganfeng Lithium's vice president plans to reduce his stake by 40,000 shares [33] Group 12 - Kaile Co. plans to acquire at least 50% of Kesheng Machinery [34] - Huace Navigation achieved a revenue of 2.618 billion yuan, a year-on-year increase of 15.47%, and a net profit of 493 million yuan, up 26.41% year-on-year for the first three quarters [35] - Jingbeifang reported a revenue of 3.613 billion yuan, a year-on-year increase of 5.14%, and a net profit of 243 million yuan, up 7.94% year-on-year for the first three quarters [36] Group 13 - Weiergao achieved a revenue of 1.122 billion yuan, a year-on-year increase of 51.93%, and a net profit of 69.79 million yuan, up 48.11% year-on-year for the first three quarters [37] - Hanyi Co. reported a revenue of 139 million yuan, a year-on-year increase of 1.10%, and a net profit of 904,470 yuan, up 78.52% year-on-year for the first three quarters [38] - Boya Precision achieved a revenue of 387 million yuan, a year-on-year increase of 47.27%, and a net profit of 66.11 million yuan, up 82.87% year-on-year for the first three quarters [39] Group 14 - Qianfang Technology achieved a revenue of 5.256 billion yuan, a year-on-year decrease of 2.82%, and a net profit of 189 million yuan, up 1098.97% year-on-year for the first three quarters [40] - Binhua Co. submitted an application for H-share listing [41] - Chengde Lulu reported a revenue of 1.956 billion yuan, a year-on-year decrease of 9.42%, and a net profit of 384 million yuan, down 8.47% year-on-year for the first three quarters [42] Group 15 - Beifang Changlong reported a revenue of 122 million yuan, a year-on-year increase of 159.21%, but a net profit of 11.29 million yuan, turning from profit to loss for the first three quarters [43]

证券代码：603169 证券简称：兰石重装 公告编号：临 2025-084 兰州兰石重型装备股份有限公司 关于控股股东国有股权无偿划转的进展公告 兰州兰石重型装备股份有限公司（以下简称"公司"）于 2025 年 9 月 12 日 收到控股股东兰州兰石集团有限公司（以下简称"兰石集团"）《关于省政府国资 委将所持兰石集团有限公司股权无偿划转甘肃省国有资产投资集团有限公司的 告知函》，按照《省政府国资委关于将所持兰州兰石集团有限公司股权无偿划转 甘肃省国有资产投资集团有限公司的通知》（甘国资发产权[2025]140 号），甘肃 省人民政府国有资产监督管理委员会（以下简称"省政府国资委"）将其持有的 兰石集团 90%股权无偿划转至甘肃省国有资产投资集团有限公司（以下简称"甘 肃国投集团"）。2025 年 9 月 17 日，省政府国资委与甘肃国投集团以及兰石集团 签署了《国有股权无偿划转协议》。 具体内容详见公司于 2025 年 9 月 13 日、9 月 19 日在上海证券交易所网站 （www.sse.com.cn）披露的本公司公告（编号：临 2025-075、临 2025-080）和 2025 年 9 月 24 日 ...

兰石重装(603169.SH)今日盘中一度跌7.2%至7.6元，股价创9月12日以来逾一个月新低。兰石重装公布，华菱湘钢因业务发展需要，计划自本次减持计划公 告日起15个交易日之后的3个月内，拟通过集中竞价交易方式对所持兰石重装股份进行减持，减持股份不超过1306.29万股，减持比例不超过公司总股本的 1%。(格隆汇) ...

Core Viewpoint - Lansi Heavy Industry is divesting its non-core assets to focus on its main business in energy equipment, as part of a strategic adjustment to enhance competitiveness and sustainable operational capacity [1][5]. Group 1: Transaction Details - Lansi Heavy Industry signed a share transfer agreement with its controlling shareholder, Lanzhou Lansi Group, to transfer 51.02% of its stake in Lanzhou Lansi Environmental Engineering Co., Ltd. for a total consideration of 14.39 million yuan [1][2]. - The environmental company has a negative net asset value of -110.17 million yuan as of June 30, 2025, with total assets of 87.15 million yuan and total liabilities of 88.25 million yuan [2][3]. - The valuation of the stake was based on an asset assessment that indicated a market value of 14.39 million yuan, despite the negative net asset value, using a combination of asset-based and income-based valuation methods [3]. Group 2: Strategic Focus - The company aims to optimize resource allocation by concentrating on energy chemical equipment, new energy, and new materials, which are considered strategic growth areas [1][4][5]. - Lansi Heavy Industry has established four main business segments: energy chemical equipment manufacturing, metal new materials, technical services, and engineering contracting, with a strong focus on new energy equipment [4]. Group 3: Financial Implications - The divestiture is expected to improve the company's financial condition by alleviating cash flow pressure and enhancing asset-liability structure, potentially improving financial metrics by removing the negative net asset from consolidated statements [5][6]. - In the first half of 2025, the company reported a revenue of 2.832 billion yuan, a year-on-year increase of 13.63%, but a decline in net profit by 21.91% due to increased R&D expenses and other financial pressures [5].

来源：格隆汇 温馨提示：财经最新动态随时看，请关注金投网APP。 金丹科技股东广州诚信拟减持不超过238.66万股;宣泰医药股东栖和创业合计减持313.1万股公司股份;杭州解百董事 长、总经理毕铃拟合计减持不超37.5万股;申联生物股东UBI拟减持不超3%股份;正帆科技董事黄勇拟减持不超290万股 股份;兰石重装股东华菱湘钢拟减持不超1%股份;聚辰股份股东武汉珞珈合计减持412.41万股公司股份;旋极信息前三季 净亏损1.73亿元;美利信第三季度净亏损1.10亿元 | | | 10月23日A股投资避雷针 | | --- | --- | --- | | 类别 | 公司 | 主要内容 | | 股东减持 | 万业企业 | 股东三林万业减持共计520.59万股股份 | | | 科思科技 | 梁宏建合计减持1%公司股份 | | | 金丹科技 | 广州诚信拟减持不超过238.66万股 | | | 宣泰医药 | 栖和创业合计减持313.1万股公司股份 | | | 杭州解百 | 董事长、总经理毕铃拟合计减持不超37.5万股 | | | 甲联生物 | 股东UBI拟减持不超3%股份 | | | 普元信息 | 刘亚东及其一致行动人 ...

Group 1: Earnings Reports - Tonghuashun reported a 39.67% increase in revenue to 3.261 billion yuan for the first three quarters of 2025, with a net profit increase of 85.29% to 1.206 billion yuan [2] - Weihua New Materials experienced a 15.18% decline in revenue to approximately 660 million yuan for the first three quarters, but a significant net profit increase of 250.04% in Q3 to approximately 25.38 million yuan [1] - Yanjing Co. achieved a 22.99% revenue growth to 1.295 billion yuan for the first three quarters, with a net profit increase of 27.95% to approximately 42.5 million yuan [1] - XH Technology reported a 26.47% revenue increase to approximately 742 million yuan for the first three quarters, with a net profit increase of 186.19% to approximately 95.47 million yuan [5] - Dongtian Micro reported a 53.91% revenue increase to approximately 637 million yuan for the first three quarters, with a net profit increase of 99.2% to approximately 80.03 million yuan [6] Group 2: Corporate Actions - China Unicom plans to spin off its subsidiary, Unicom Smart Network Technology, for listing on the Shenzhen Stock Exchange's Growth Enterprise Market, aiming to enhance innovation and competitiveness in the vehicle networking industry [3] - Kailer Co. is planning to acquire at least 50% of Kesheng Electromechanical, aiming to enter the high-end coating equipment sector [11] - Huitong Technology is preparing for an H-share listing in Hong Kong, with management authorized to initiate the process [11] Group 3: Other Notable Developments - Hengyi Petrochemical's subsidiary has successfully entered the trial production phase of a new project aimed at increasing its nylon production capacity [12] - Sichuan Chengyu's subsidiary signed a sand and gravel supply contract for a highway project, with a total transaction amount expected to be under 100 million yuan [14] - Sanwang Communication's board received a proposal for a share buyback plan, with a total amount not less than 20 million yuan [14]

Core Viewpoint - Recently, Lanzhou Heavy Industry (603169) delivered 12 pieces of equipment for the raw material adaptability technological transformation project of Fujian Fuhai Chuang Petrochemical Co., Ltd., marking a significant advancement in the company's capabilities and product offerings [1] Group 1: Project Details - The project includes the delivery of a 2 million tons/year AGO (condensate oil) adsorption separation device, a 500,000 tons/year heavy aromatics lightening device, high-pressure vessels, and high-pressure heat exchangers [1] - The technological innovation and industrial chain integration achieved in this project enable a transition from a single "PX-PTA" model to a diversified layout of "aromatics-olefins-high-end chemical products" [1]

| | | 10.22上市公司盘后减持情况 | | --- | --- | --- | | 1 | 泰陵微 | 第二大股东国家大基金计划减持不超2%公司股份 | | 2 | 金丹科技 | 股东广州诚信拟减持不超1.05%公司股份 | | 3 | 申联生物 | 股东UB 拟减持不超3%股份 | | র | 任源医药 | 股东翁占国拟减持不超3%公司股份 | | 5 | 正帆科技 | 部分董事、监事拟合计减持公司不超1.88%股份 | | 6 | 恒盛能源 | 实际控制人之一已减持50.16万股 | | 7 | 兰石重装 | 股东华菱湘钢计划减持不超1%股份 | | 8 | 海锡股份 | 股东裕降创投计划减持不超0.9965%公司股份 | | 9 | 赣锋锂业 | 副总裁傅利华计划减持不超4万股公司股份 | | 10 | 恒强股份 | 股东合计拟减持不超3%股份 | MACD金叉信号形成，这些股涨势不错！ 据统计，10月22日，盘后暂无A股上市公司披露增持情况。包括泰凌微、金丹科技、申联生物、仟源医 药、恒盛能源、正帆科技、兰石重装、海锅股份、赣锋锂业、恒烁股份在内的10家A股上市公司披露减 持情况。 炒股就看金 ...

根据第三方评估机构北方亚事资产评估有限责任公司（简称"北方亚事"）以2025年6月30日为评估基准 日出具的《兰州兰石重型装备股份有限公司拟转让51.02%股权涉及的兰州兰石环保工程有限责任公司 股东部分权益价值资产评估报告（北方亚事评报字[2025]第01-1172号）（简称"评估报告"），经交易双 方协商确定本次交易价款总金额为1,439.08万元。本次转让完成后公司将不再持有环保公司股权，环保 公司不再纳入公司合并报表范围。 格隆汇10月22日丨兰石重装(603169.SH)公布，基于公司战略发展规划，为进一步优化公司资源配置， 聚焦能源化工装备与新能源、新材料等战新产业，集中优势资源发展核心主营业务，不断增强竞争力， 提高公司可持续经营能力。2025年10月22日，公司与兰石集团签订《股权转让协议》（简称"本协 议"），公司拟以非公开协议转让方式，向兰石集团转让公司持有的环保公司全部51.02%股权。 ...