证券代码：603169 证券简称：兰石重装 公告编号：临 2025-091 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 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、本次国有股权无偿划转的基本情况 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 ...

南方财经11月24日电，午后可控核聚变概念异动拉升，兰石重装直线涨停，哈焊华通、合锻智能、中洲 特材、泛亚微透、雪人集团等跟涨。消息面上，11月24日上午，在位于安徽合肥未来大科学城的紧凑型 聚变能实验装置（BEST）主机大厅，中国科学院"燃烧等离子体"国际科学计划正式启动并面向国际聚 变界首次发布BEST研究计划，聚力点燃"人造太阳"。 ...

Core Viewpoint - The A-share market's controllable nuclear fusion sector experienced a collective rise, driven by the launch of the "Burning Plasma" international scientific program by the Chinese Academy of Sciences, which aims to ignite the "artificial sun" [1] Company Performance - Srei New Materials (688102) saw a significant increase of 9.13%, with a total market capitalization of 18.5 billion and a year-to-date increase of 172.94% [2] - Ha Welding Huaton (301137) rose by 5.78%, with a market cap of 7.62 billion and a year-to-date increase of 140.51% [2] - Si Chuang Electronics (600990) increased by 5.47%, with a market cap of 6.948 billion and a year-to-date increase of 20.44% [2] - He Dung Intelligent (603011) rose by 4.88%, with a market cap of 9.982 billion and a year-to-date increase of 194.74% [2] - Yongding Co., Ltd. (600105) increased by 3.95%, with a market cap of 20.8 billion and a year-to-date increase of 188.55% [2] - Snowman Group (002639) rose by 3.82%, with a market cap of 10.9 billion and a year-to-date increase of 106.13% [2] - Changfu Co., Ltd. (920396) increased by 3.62%, with a market cap of 2.214 billion and a year-to-date increase of 132.43% [2] - Aerospace Morning Light (600501) rose by 3.61%, with a market cap of 8.852 billion and a year-to-date increase of 14.06% [2] - Lanshi Heavy Equipment (603169) increased by 3.39%, with a market cap of 14.3 billion and a year-to-date increase of 101.28% [2]

Core Viewpoint - Lanzhou Lanshi Heavy Equipment Co., Ltd. has shown significant trading activity with a notable increase in financing and margin trading, indicating strong investor interest despite a decline in net profit year-on-year [1][2]. Financing Activity - On November 20, Lanzhou Lanshi Heavy Equipment experienced a financing buy-in of 122 million yuan, with a net financing buy of 6.23 million yuan after repayments [1]. - The total financing and margin trading balance reached 578 million yuan, accounting for 4.22% of the circulating market value, which is above the 90th percentile of the past year [1]. - The company had a margin trading balance of 1.85 million yuan with a remaining short position of 177,500 shares, also above the 90th percentile of the past year [1]. Company Overview - Lanzhou Lanshi Heavy Equipment, established on October 22, 2001, and listed on October 9, 2014, operates in various sectors including traditional energy chemical equipment, new energy equipment, industrial intelligent equipment, and energy-saving environmental protection equipment [2]. - The revenue composition includes traditional energy equipment (50.98%), metal new materials (16.65%), engineering contracting (12.09%), energy-saving environmental protection equipment (8.59%), industrial intelligent equipment (6.49%), new energy equipment (4.13%), technical services (0.70%), and others (0.37%) [2]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 4.746 billion yuan, reflecting a year-on-year growth of 26.93%, while the net profit attributable to shareholders decreased by 88.40% to 11.196 million yuan [2]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 12.59% to 87,900, with an average of 14,863 circulating shares per person, an increase of 14.40% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [3].

Group 1 - The core viewpoint of the news is that Lanzhou Lanshi Heavy Equipment Co., Ltd. has shown significant stock performance and financial metrics, with a notable increase in revenue but a decrease in net profit [1][2]. Group 2 - As of November 19, Lanzhi Heavy Equipment's stock price increased by 2.05% to 9.97 CNY per share, with a total market capitalization of 13.024 billion CNY [1]. - The company has experienced an 82.94% increase in stock price year-to-date, with a recent decline of 3.95% over the last five trading days [1]. - The company has appeared on the trading leaderboard eight times this year, with the most recent net buy of 58.1695 million CNY on November 7 [1]. Group 3 - Lanzhou Lanshi Heavy Equipment was established on October 22, 2001, and listed on October 9, 2014, focusing on traditional energy, new energy, industrial intelligent equipment, and energy-saving environmental equipment [2]. - The main business revenue composition includes traditional energy equipment (50.98%), metal new materials (16.65%), and engineering general contracting (12.09%) [2]. Group 4 - As of September 30, 2025, the company reported a revenue of 4.746 billion CNY, a year-on-year increase of 26.93%, while the net profit attributable to shareholders decreased by 88.40% to 11.1964 million CNY [2]. - The company has distributed a total of 256 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 5 - As of September 30, 2025, the number of shareholders decreased by 12.59% to 87,900, while the average circulating shares per person increased by 14.40% to 14,863 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 10.3569 million shares, an increase of 2.1535 million shares from the previous period [3].

Core Insights - The low-temperature liquid gas storage tank industry in China is experiencing significant growth opportunities due to high-quality economic development and continuous optimization of industrial structure, with a projected market size of approximately 92.7 billion yuan in 2024, representing a year-on-year growth of 8.68% [1][6]. Industry Overview - Low-temperature liquid gas storage tanks are designed to store liquid gases at extremely low temperatures, requiring strict low-temperature and insulation standards to ensure safety and stability [2]. - The industry is categorized into three main types based on pressure levels: atmospheric storage tanks, low-pressure storage tanks, and high-pressure storage tanks [3]. Industry Chain - The upstream of the low-temperature liquid gas storage tank industry includes special steel materials such as 9% Ni steel, 5 Ni steel, and austenitic stainless steel, along with insulation materials and various auxiliary materials [3]. - The midstream involves the production and manufacturing of low-temperature liquid gas storage tanks, while the downstream applications span across sectors like petrochemicals, transportation, aerospace, new energy, biomedical, scientific research, and industrial production [3]. Market Size - The growth of the low-temperature liquid gas storage tank industry is driven by steady macroeconomic growth and the deepening application of clean energy, with significant advancements in the localization of special materials [6]. - The domestic production of key materials like 9% Ni steel and high-manganese austenitic low-temperature steel has broken international technical barriers and reduced manufacturing costs, enhancing the cost-performance ratio of domestic equipment [6]. Key Companies - Leading companies in the industry include China Nuclear Industry Fifth Construction Company, which holds nearly 60% of the LNG storage tank market share, and CIMC Enric, which utilizes innovative materials and intelligent monitoring systems [6][7]. - Lanzhou Lanshi Heavy Equipment Co., Ltd. has made significant achievements in the low-temperature liquid gas storage tank sector, particularly in the development of high-pressure hydrogen storage containers [8]. Industry Development Trends 1. **Technological Innovation**: The industry is expected to accelerate technological innovation, promoting high-end and intelligent material development, with a focus on reducing production costs and enhancing product competitiveness through the use of advanced materials [9]. 2. **Green Technology Integration**: The industry will increasingly adopt green technologies and environmentally friendly materials in response to environmental policies, aiming for sustainable development [10]. 3. **Global Expansion**: Chinese companies are expanding their international presence, enhancing their global influence through technological innovation and collaboration with international firms [11].

Core Viewpoint - The article highlights the significant increase in stock prices of companies that have signed major contracts or agreements since October, indicating a positive market reaction to these developments [3][4]. Group 1: Major Contracts and Agreements - Nearly 70 A-share listed companies have signed strategic cooperation agreements or major contracts since October, spanning across 18 industries, with mechanical equipment and electric power equipment leading in numbers [3]. - Specific contracts include a 6.16 billion yuan contract for a storage power station project by Hongying Intelligent and a 5.81 billion yuan contract for nuclear power equipment by Lanshi Heavy Industry [3]. - The FPSO project contracts signed by Bomaike and its subsidiary are valued between 190 million to 240 million USD [3]. Group 2: Stock Performance - Companies that announced major contracts saw an average stock price increase of 1.45% on the first trading day post-announcement, while the CSI 300 index fell by 0.09% during the same period [4]. - From the announcement date to the latest closing date, these companies experienced an average stock price increase of over 6%, contrasting with a 0.95% decline in the CSI 300 index [4]. - Notable stock price surges include companies like Haibo Sichuang and Huo Pu Co., with some stocks hitting the daily limit up [4]. Group 3: Institutional Research and Profit Forecasts - 20 companies have been investigated by institutions since October, with 15 of them receiving attention from over 10 institutions [6]. - Companies like Dangsheng Technology and Leidi Ke have seen significant profit growth forecasts, with some expected to exceed 100% growth in net profit for 2025 [7]. - Dangsheng Technology has established deep cooperation with several key clients, achieving substantial sales growth in lithium iron phosphate products [7].

Core Points - Lansi Heavy Industry announced on November 13, 2025, that its shareholder Hunan Huazhong Xiangtan Steel Co., Ltd. (referred to as "Huazhong Steel") has reduced its stake in the company to 5% [2] - The reduction was part of a previously disclosed share reduction plan, with Huazhong Steel selling a total of 13,036,918 shares through centralized bidding, which accounts for 0.99801% of the company's total share capital [2] - Following this transaction, Huazhong Steel's shareholding decreased from 78,351,508 shares to 65,314,590 shares, resulting in a reduction of its ownership percentage from 5.99801% to 5.00% [2]

证券代码：603169 证券简称：兰石重装 公告编号：临 2025-090 兰州兰石重型装备股份有限公司 关于持股 5%以上股东减持至 5%的权益变动提示性 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： 本次权益变动为兰州兰石重型装备股份有限公司（以下简称"公司"） 持股 5%以上的股东湖南华菱湘潭钢铁有限公司（以下简称"华菱湘钢"）履行此 前披露的股份减持计划，不触及要约收购。 本次权益变动后，华菱湘钢持有的公司股份比例将由 5.99801%下降至 5.00%。 本次权益变动不会导致公司控股股东、实际控制人发生变化。 公司于 2025 年 10 月 23 日披露了《关于持股 5%以上股东减持股份计划公告》 （公告编号：临 2025-083）。华菱湘钢拟通过集中竞价交易方式对所持公司股份 进行减持，减持股份不超过 13,062,918 股，减持比例不超过公司总股本的 1%， 减持期间为自减持股份计划公告日（2025 年 10 月 23 日）起 15 个交易日后的 3 个月内，减持价格按市场价格确定。 2 ...

兰州兰石重型装备股份有限公司 简式权益变动报告书 上市公司名称：兰州兰石重型装备股份有限公司 股票上市地：上海证券交易所 股票简称：兰石重装 股票代码：603169 信息披露义务人：湖南华菱湘潭钢铁有限公司 注册地址：湘潭市岳塘区钢城路 通讯地址：湘潭市岳塘区钢城路 股权变动性质：股份减少 签署日期：二〇二五年十一月 1 声 明 一、本报告书依据《中华人民共和国公司法》《中华人民共和国 证券法》《上市公司收购管理办法》《公开发行证券的公司信息披露 内容与格式准则第 15 号——权益变动报告书》及其他相关法律、法 规及规章制度的规定编写。 二、本信息披露义务人签署本报告书已获得必要的授权和批准， 其履行亦不违反信息披露义务人章程或内部规则中的任何条款，或与 之相冲突。 三、依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》及《公开发行证券的公司信息披露内容与 格式准则第 15 号——权益变动报告书》等规定，本报告书已全面披 露信息披露义务人在兰州兰石重型装备股份有限公司拥有权益的股 份变动情况。截至本报告书签署日，除本报告书的信息外，信息披露 义务人没有通过任何其他方式增加或减少其在 ...