Group 1 - The company, Lanshi Heavy Industry, announced the appointment of Wang Bingzheng as the new deputy general manager [1] - For the fiscal year 2024, the revenue composition of Lanshi Heavy Industry is as follows: 72.87% from machinery manufacturing, 14.29% from new metal materials, 9.96% from engineering general contracting, 2.02% from technical services, and 0.86% from other businesses [1] - As of the report date, Lanshi Heavy Industry has a market capitalization of 10.5 billion yuan [1]

Group 1 - The core viewpoint of the news is that Lanzhou Lanshi Heavy Equipment Co., Ltd. has seen a stock price increase of 6.13%, reaching 8.14 CNY per share, with a trading volume of 440 million CNY and a turnover rate of 4.28%, resulting in a total market capitalization of 10.633 billion CNY [1] - The company, 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 [1] - The main revenue composition of the company 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%) [1] Group 2 - From the perspective of major circulating shareholders, Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 1.236 million shares in the second quarter, now holding 6.0413 million shares, which accounts for 0.46% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) has a current scale of 64.953 billion CNY and has achieved a year-to-date return of 25.92%, ranking 1847 out of 4223 in its category, and a one-year return of 67.73%, ranking 1270 out of 3803 [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 314 days, with a total fund asset scale of 94.976 billion CNY and a best fund return of 147.61% during the tenure [3]

Overview - The rapid development of industries such as automotive, aerospace, and new energy equipment in China has led to a continuous increase in demand for various forgings, particularly in the new energy vehicle sector, which has a strong demand for high-precision and high-efficiency forgings [1][9] - The forging press industry in China is expected to reach a market size of 34.073 billion yuan in 2024, with a year-on-year growth of 7.14% [1][10] Market Policies - The Chinese government has issued several policies to support the development of the forging equipment industry, including guidelines for high-quality development, growth stabilization plans, and action plans for equipment updates and environmental protection [4][5] Industry Chain - The upstream of the forging press industry includes suppliers of raw materials such as steel, aluminum, and copper, as well as key component suppliers like sensors and hydraulic systems. The midstream consists of forging press manufacturers, while the downstream includes various high-end manufacturing sectors such as automotive, aerospace, and engineering machinery [6][7] Development History - The forging press industry in China has evolved from a weak foundation in the early years to a competitive sector with significant technological advancements. The industry has seen a focus on innovation and quality improvement since 2011, with many outdated enterprises being eliminated or restructured [3][4] Competitive Landscape - The forging press industry is characterized by high entry barriers and market concentration, with leading companies such as China National Heavy Duty Truck Group, Deyang Heavy Equipment, and Hefei Hohhot Intelligent Manufacturing dominating the market [10][11] - In 2024, China National Heavy Duty Truck Group is projected to achieve a total revenue of 12.670 billion yuan, with 422 million yuan from forging and extrusion equipment, accounting for 3.33% of total revenue [11][12] Future Trends - The forging press industry is expected to integrate technologies such as IoT and artificial intelligence, enhancing automation and real-time monitoring capabilities. Additionally, there will be a stronger emphasis on green development, focusing on energy-saving technologies and environmentally friendly materials to meet stricter environmental standards [14][15]

Group 1 - The Gansu Provincial State-owned Assets Supervision and Administration Commission plans to transfer 90% of the shares of Lanzhou Lanshi Group Co., Ltd. to Gansu State Investment Group Co., Ltd. without compensation, which will result in Gansu State Investment indirectly acquiring 6.02 billion shares of Lanzhou Lanshi Heavy Equipment Co., Ltd., accounting for 46.09% of the total share capital [1] - The transfer will not change the controlling shareholder or actual controller of Lanzhou Lanshi Heavy Equipment, as the controlling shareholder remains Lanzhou Lanshi Group and the actual controller is still the Gansu Provincial Government's State-owned Assets Supervision and Administration Commission [1] - The announcement states that the transfer will not impact the financial status, asset value, or ongoing operational capability of Lanzhou Lanshi Heavy Equipment, nor will it harm the interests of the company or other shareholders, especially minority shareholders [1] Group 2 - Gansu State Investment is a large state-owned enterprise approved by the Gansu Provincial Government, with a focus on industrial leadership, capital operation, technological innovation, and safety support [2] - As of now, Gansu State Investment has 61 subsidiaries, with 9 of them being directly or indirectly controlled listed companies [2] - The transfer of shares to Gansu State Investment will strengthen the strategic layout of state-owned capital in the equipment manufacturing sector and enhance the operational efficiency of state-owned capital, contributing to high-quality regional economic development [2]

1. Reported Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The report focuses on the in - depth research of Lanshi Heavy Equipment. The company is actively exploring and optimizing its layout in the new energy equipment manufacturing field of "nuclear, hydrogen, light, and storage". It will continue to strengthen traditional industries, strategic emerging industries, and productive service industries. In international business, it aims to become an international first - class high - end energy equipment overall solution service provider. The guarantee for the parent company is beneficial for the common development of both sides [23][24] 3. Summary According to Relevant Catalogs 3.1 Research Basic Situation - Research object: Lanshi Heavy Equipment - Industry: Special equipment - Reception time: 2025 - 09 - 12 - Listed company reception personnel: Chairman Guo Fuyong, Independent Director Ma Ning, Financial Controller Wei Tongyan, Board Secretary Wu Ruirui [16] 3.2 Detailed Research Institutions - Reception object: All investors participating in the company's 2025 semi - annual performance briefing online - Reception object type: Others [19] 3.3 Research Institution Proportion - Not provided in the given content 3.4 Main Content Data 3.4.1 Progress and Future Planning in the New Energy Equipment Field - In the nuclear energy field, the company joined the "Guohe No.1" industrial chain alliance of SPIC and invested in the China National Nuclear Corporation Science and Technology Innovation Fund. In the hydrogen energy field, it built the first green hydrogen "production, storage, transportation, addition, and use" integrated test and demonstration base in Lanshi Group and Gansu Province, and its high - pressure hydrogen storage containers were successfully installed in a commercial hydrogenation station. In the photothermal energy storage field, it established a joint - venture energy storage company and obtained manufacturing orders for high/low - temperature molten salt storage tanks for multiple projects. Future plans include optimizing traditional industries, strengthening strategic emerging industries, and developing productive service industries [23] 3.4.2 International Business Expansion Strategy and Goals - The core markets are countries along the "Belt and Road" and emerging economies. The strategy is to export high - end energy equipment products and provide integrated solutions. It relies on its own patented technology and EPC model. Future goals include increasing overseas revenue proportion, participating in international exhibitions and standard - setting, and becoming an international first - class high - end energy equipment overall solution service provider [24] 3.4.3 Guarantee for the Parent Company - Lanshi Heavy Equipment plans to provide a joint and several liability guarantee for Lanshi Group's application for a comprehensive credit line of 350 million yuan. The guarantee is counter - guaranteed by the real estate company, a wholly - owned subsidiary of Lanshi Group. This guarantee is beneficial for the common development of both sides and will not have an adverse impact on the company's normal operation [24][25]

证券代码：603169 证券简称：兰石重装 公告编号：临 2025-075 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: 本次国有股权无偿划转不会导致公司控股股东及实际控制人发生变化。 本次权益变动系国有股权无偿划转，根据《上市公司收购管理办法》的 相关规定，可以免于发出要约。 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"）于近日收到控股股东 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），甘肃省人民政府同 意将省政府国资委持有的兰石集团 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"甘肃省国投集团"）。本次国有股权无偿划转完成后，甘 肃省国投集团将通过 ...

Core Viewpoint - The Gansu Provincial Government has approved the free transfer of 90% equity of Lanshi Group held by the Provincial State-owned Assets Supervision and Administration Commission to Gansu State-owned Assets Investment Group Co., Ltd, which will indirectly acquire 602 million shares of the company, accounting for 46.09% of the total share capital, thus becoming the indirect controlling shareholder of the company [1] Group 1 - After the transfer of state-owned equity, Gansu State-owned Assets Investment Group will indirectly hold 602 million shares, representing 46.09% of the company's total share capital [1] - The controlling shareholder remains Lanshi Group, and the actual controller continues to be the Provincial State-owned Assets Supervision and Administration Commission [1] - The transfer complies with the relevant provisions of the "Measures for the Administration of the Acquisition of Listed Companies," allowing the acquirer to be exempt from making a public offer [1] Group 2 - The transfer of state-owned equity will not result in changes to the company's controlling shareholder or actual controller [1] - The financial status, asset value, and ongoing operational capability of the company will not be affected by this equity transfer [1]

人民财讯9月10日电，9月9日，国际著名氢能专家、英国皇家化学会会士肖钢一行到访兰石集团，开展 技术交流与产业调研。兰石集团党委副书记、总经理王志民，副总工程师王玉虎等参加座谈。与会双方 围绕氢能技术创新、产业布局与国际合作等内容进行了交流探讨。座谈会上，肖钢表示，兰石集团在能 源装备制造领域积淀深厚，具备布局氢能全产业链的突出优势，希望双方共同推进氢能标准体系建设、 深化国际合作，加速氢能规模化应用进程。 ...

（文章来源：证券日报） 证券日报网讯 9月5日晚间，兰石重装发布公告称，公司计划于2025年9月12日（星期五）11：00-12： 00举行2025年半年度业绩说明会。 ...

股票简称：兰石重装 关于为控股股东向金融机构申请授信额度提供担保暨关联交易的议案..................... 4 2 股票代码：603169 二〇二五年九月十五日 | 目录 | | --- | 2025 年第四次临时股东会资料 | | | 兰州兰石重型装备股份有限公司 2025 年第四次临时股东会会议议程 一、会议时间：2025 年 9 月 15 日 14 点 00 分 二、会议地点：兰州市兰州新区黄河大道西段 528 号兰州兰石重型装 备股份有限公司 6 楼会议室 三、主持人致欢迎辞 四、宣布大会参加人数、代表股数、会议有效。介绍会议出席人员， 介绍律师事务所见证律师 五、主持人提议监票人、计票人、记录人 六、股东审议以下议案： 《关于为控股股东向金融机构申请授信额度提供担保暨关联交易的 议案》； 七、议案表决 八、监票人、计票人统计表决情况 九、主持人宣布表决结果 3 议案 兰州兰石重型装备股份有限公司 关于为控股股东向金融机构申请授信额度提供担保 暨关联交易的议案 各位股东及股东代表： 兰州兰石重型装备股份有限公司（以下简称"本公司"、"公司"或"兰石重 装"）控股股东兰州兰石集团有限公司 ...