Core Viewpoint - The company, Lanshi Heavy Equipment, has clarified its limited involvement in the controllable nuclear fusion sector, stating that only microchannel heat exchangers and plate heat exchangers have relevant applications, contributing less than 0.1% to its annual revenue [1][3]. Group 1: Company Announcements - On November 4, Lanshi Heavy Equipment announced that its stock had experienced significant price fluctuations, with a closing price of CNY 10.54 per share, reflecting a cumulative increase of over 20% in two trading days [2][3]. - The company confirmed a contract worth CNY 5.81 billion in the nuclear energy sector, but clarified that this contract does not pertain to controllable nuclear fusion and that revenue recognition is uncertain for 2025 [3][4]. Group 2: Financial Performance - For the first three quarters of 2025, Lanshi Heavy Equipment reported a revenue of CNY 4.746 billion, representing a year-on-year increase of 26.93%, while the net profit attributable to shareholders was CNY 11.1964 million, showing a significant decline of 88.33% [4]. - The company has seen a continuous growth in nuclear energy business orders, with new orders amounting to CNY 306 million in the first half of the year, marking a year-on-year increase of 32.16% [4].

Core Points - The Shanghai Composite Index closed at 3960.19 points with a decline of 0.41% on November 4, while the Shenzhen Component Index and the ChiNext Index fell by 1.71% and 1.96% respectively [1] - A total of 1949 stocks saw an increase in average transaction volume, with 47 stocks experiencing a rise of over 50% [1] - Notable stocks with significant increases in transaction volume include Moen Electric, Luopus Gold, and Hanjian Heshan, among others [1] Transaction Volume Highlights - Moen Electric (002451) had a daily increase of 10.03% with an average transaction volume of 3517 shares, showing a remarkable increase of 421.04% [1] - Luopus Gold (002333) also increased by 10.02% with an average transaction volume of 2971 shares, reflecting a 235.83% rise [1] - Hanjian Heshan (603616) rose by 10.09% with an average transaction volume of 2786 shares, marking a 228.39% increase [1] Transaction Count Highlights - ST Fuhua (600624) recorded a transaction count increase of 2336.18% with 22218 transactions, despite a slight decline of 0.32% in stock price [2] - *ST Aowei (002231) saw a 1367.99% increase in transaction count with 8896 transactions, while its stock price rose by 0.88% [2] - ST Xinhua Jin (600735) had a transaction count increase of 1362.33% with 34862 transactions, with a minor price increase of 0.13% [2] Stocks with Significant Increases in Both Volume and Count - Bofei Electric (001255) had a daily increase of 10.01%, with an average transaction volume of 908 shares (194.55% increase) and a transaction count of 5309 (55.46% increase) [3] - *ST Baoying (002047) increased by 4.95%, with an average transaction volume of 9153 shares (182.43% increase) and a transaction count of 661 (196.41% increase) [4] - Zhongmin Energy (002047) rose by 9.96%, with an average transaction volume of 2935 shares (141.43% increase) and a transaction count of 26089 (118.24% increase) [4]

Core Viewpoint - The company, Lanshi Heavy Equipment, has clarified its limited involvement in the controlled nuclear fusion sector, stating that only microchannel heat exchangers and plate heat exchangers are applicable, contributing less than 0.1% to its revenue [1][2][3]. Group 1: Business Developments - Lanshi Heavy Equipment announced a significant order worth 581 million CNY in the nuclear energy sector, which does not pertain to controlled nuclear fusion [3][4]. - The contract with China Nuclear Engineering involves providing main process equipment for nuclear energy projects, with a construction period of approximately one year [4]. - The company has seen a continuous increase in nuclear energy orders, with a 32.16% year-on-year growth in new orders amounting to 306 million CNY in the first half of the year [4]. Group 2: Financial Performance - For the first three quarters of 2025, Lanshi Heavy Equipment reported a revenue of 4.746 billion CNY, reflecting a year-on-year increase of 26.93% [5]. - The net profit attributable to shareholders for the same period was 11.196 million CNY, showing a significant decline of 88.33% compared to the previous year [5]. - Research and development expenses increased by 65.67% year-on-year during the first three quarters of 2025 [5].

Core Viewpoint - The company, Lanzhou Lanshi Heavy Equipment Co., Ltd., clarifies its limited involvement in the controlled nuclear fusion sector, emphasizing that its revenue from related applications is negligible, and recent stock price fluctuations are not indicative of its core business performance [1][5]. Group 1: Stock Performance and Market Reaction - The company's stock experienced a significant price deviation, with a cumulative increase of over 20% in two consecutive trading days, indicating abnormal trading activity and potential short-term volatility [4]. - The company has confirmed that its main business operations remain stable, with no significant changes in the internal or external operating environment [4]. Group 2: Financial Performance - For the first nine months of 2025, the company reported a net profit attributable to shareholders of 11.1964 million yuan, a decline of 88.33% year-on-year [4]. - The company recorded a net profit of -15.1379 million yuan after excluding non-recurring gains and losses, representing a year-on-year decrease of 118.86% [4]. Group 3: Clarification on Nuclear Fusion Involvement - The company states that only microchannel heat exchangers and plate heat exchangers have applications in the controlled nuclear fusion field, contributing less than 0.1% to its annual revenue [5]. - A significant order in the nuclear energy sector, valued at 581 million yuan, does not pertain to controlled nuclear fusion and is expected to have minimal impact on the company's 2025 financial performance, with revenue recognition primarily anticipated in 2026 [5].

Group 1 - The core point of the article is that the company clarifies its limited involvement in the controlled nuclear fusion sector, stating that only microchannel heat exchangers and plate heat exchangers have relevant applications, contributing less than 0.1% to annual revenue [1] - The company emphasizes that the 581 million yuan order disclosed on October 30, 2025, in the nuclear energy sector does not pertain to controlled nuclear fusion, and revenue recognition from this contract is expected to mainly occur in 2026, with uncertainty regarding any revenue recognition in 2025 [1] - The company advises investors to be cautious about investment risks, particularly regarding the potential impact of the aforementioned order on the company's operating performance for 2025, which is expected to be minimal [1] Group 2 - As of the latest market close, the company's stock has reached a limit-up price of 10.54 yuan per share, marking a trend of three consecutive days of gains over four trading days [4]

Core Viewpoint - The company clarifies its limited involvement in the controllable nuclear fusion sector, stating that related revenue is negligible, accounting for less than 0.1% of total revenue [1] Group 1 - The company has confirmed that only microchannel heat exchangers and plate heat exchangers have applications in the controllable nuclear fusion field [1] - The company emphasizes that the 581 million yuan order disclosed on October 30, 2025, in the nuclear energy sector does not pertain to controllable nuclear fusion business [1] - Revenue recognition for the aforementioned contract is expected to primarily occur in 2026, with uncertainty regarding any revenue recognition in 2025, indicating a minimal impact on the company's performance for that year [1]

Core Viewpoint - The company clarifies its limited involvement in the controlled nuclear fusion sector, stating that only microchannel heat exchangers and plate heat exchangers have relevant applications, contributing less than 0.1% to annual revenue [1] Group 1: Business Clarification - The company confirms that the revenue from the nuclear energy order disclosed on October 30, 2025, amounting to 581 million yuan, does not pertain to controlled nuclear fusion business [1] - The recognition of revenue from this contract is expected to primarily occur in 2026, with uncertainty regarding the recognition of any revenue in 2025, indicating a minimal impact on the company's performance for that year [1] Group 2: Market Reaction - The company addresses the market's classification of it as a "controlled nuclear fusion concept stock," emphasizing the negligible contribution of related business to overall revenue [1]

Core Viewpoint - The company clarifies that its involvement in the controlled nuclear fusion sector is minimal, with only microchannel heat exchangers and plate heat exchangers having relevant applications, contributing less than 0.1% to annual revenue [1] Group 1: Business Clarification - The company confirms that the revenue from the nuclear energy order disclosed on October 30, 2025, amounting to 581 million yuan, does not pertain to controlled nuclear fusion business [1] - The recognition of revenue from this contract is expected to primarily occur in 2026, with uncertainty regarding the recognition of any revenue in 2025, indicating a minimal impact on the company's performance for that year [1]

证券代码：603169 证券简称：兰石重装 公告编号：临 2025-089 兰州兰石重型装备股份有限公司 股票交易异常波动公告 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、股票交易异常波动的具体情况 公司股票于 2025 年 11 月 3 日、11 月 4 日连续两个交易日收盘价格涨幅偏 离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交 1 易价格异常波动的情形。 二、公司关注并核实的相关情况 兰州兰石重型装备股份有限公司（以下简称"公司"）股票于 2025 年 11 月 3 日、11 月 4 日连续两个交易日收盘价格涨幅偏离值累计超过 20%，属于 股票交易异常波动的情形，存在短期涨幅较大后的下跌风险。 公司于 2025 年 10 月 31 日披露了《2025 年第三季度报告》，公司 2025 年 1-9 月实现归属于上市公司股东的净利润 1,119.64 万元，同比下降 88.33%； 实现归属于上市公司股东的扣除非经常性损益的净利润-1,513.79 万元，同比下降 11 ...

截至目前，本公司不存在影响你公司股票交易异常波动 的重大事项，不存在涉及你公司应披露而未披露的重大信息， 包括但不限于重大资产重组、股份发行、重大交易类事项、 业务重组、股份回购、股权激励、破产重整、重大业务合作、 引进战略投资者等重大事项。你公司本次股票交易异常波动 期间，本公司不存在买卖贵公司股票的行为。 特此复函。 兰州兰石集团有限公司 2025 年 11 月 4 日 兰州兰石集团有限公司 关于对《兰州兰石重型装备股份有限公司关于股票交 易异常波动的问询函》的回函 兰州兰石重型装备股份有限公司： 你公司于 2025 年 11 月 4 日发来的《关于股票交易异常 波动的问询函》已收悉，经自查，现回复如下： ...