抽查未发现不合格项目。 2025年橡胶软管和软管组合件产品质量省级监督抽查合格情况汇总表 中国质量新闻网讯 近日，山东省市场监督管理局公布2025年橡胶软管和软管组合件产品质量省级监督抽查结果。2025年第2批产品质量省级监督抽查共抽查 生产环节橡胶软管和软管组合件产品30批次。 本次抽查依据 GB/T 3683-2023《橡胶软管及软管组合件 油基或水基流体适用的钢丝编织增强液压型规范》、GB/T 10544- 2022《橡胶软管及软管组合件 油基或水基流体适用的钢丝缠绕增强外覆橡胶液压型规范》等标准的要求，对橡胶软管和软管组合件产品的最大工作压力下 的长度变化、验证压力、最小爆破压力、脉冲性能、软管组合件的泄漏、低温曲挠性能、层间粘合强度、耐臭氧性能等项目进行了检验。 | | 抽 | | | | | | | 抽 | 承 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序 产品名称 | 查 | 企业名称 | 统一社会信用代码 | 标称生产企 | 生产日期或批 | 规格型号 | 商标 | 查 | 检 备 | | 号 | 环 | ...

Company Overview - Yantai Eddie Precision Machinery Co., Ltd. is located in Yantai Economic and Technological Development Zone, Shandong Province, established on August 6, 2003, and listed on January 20, 2017 [2] - The company's main business involves research, development, production, and sales of hydraulic technology and products, with revenue composition as follows: hydraulic components 63.12%, breakers 26.65%, other products 8.24%, and others 1.99% [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 1.569 billion yuan, a year-on-year increase of 13.15%, and a net profit attributable to shareholders of 207 million yuan, a year-on-year increase of 5.34% [2] - Since its A-share listing, the company has distributed a total of 720 million yuan in dividends, with 292 million yuan distributed over the past three years [3] Stock Performance - As of September 16, the stock price increased by 2.05% to 18.40 yuan per share, with a trading volume of 40.455 million yuan and a turnover rate of 0.27%, resulting in a total market capitalization of 15.292 billion yuan [1] - Year-to-date, the stock price has risen by 9.26%, with a 0.66% increase over the last five trading days, a 2.65% decrease over the last 20 days, and a 6.24% increase over the last 60 days [2] Shareholder Information - As of June 30, the number of shareholders was 20,700, a decrease of 18.36% from the previous period, with an average of 40,176 circulating shares per person, an increase of 22.48% [2] Capital Flow - In terms of capital flow, there was a net outflow of 2.647 million yuan from main funds, with large orders buying 1.4046 million yuan (3.47% of total) and selling 4.0516 million yuan (10.02% of total) [1]

Core Viewpoint - The company has approved the use of idle raised funds for cash management, allowing for investments in low-risk financial products up to a maximum of 500 million RMB [1] Group 1: Fund Management Approval - The company held meetings on April 29, 2025, where the board and supervisory committee approved the proposal to use idle raised funds for cash management [1] - The maximum amount for investment is set at 50 million RMB, which can be used for structured deposits, large certificates of deposit, and other low-risk investment products [1] - The investment period for these financial products shall not exceed 12 months, and the funds can be rolled over within this timeframe [1] Group 2: Recent Financial Product Redemption - The company purchased a structured deposit product worth 40 million RMB from China Everbright Bank, which was linked to exchange rates [2] - The structured deposit was redeemed recently, with both principal and returns being transferred back to the raised funds account [2] Group 3: Financial Product Details - The entrusted financial management was conducted by China Everbright Bank, with an investment amount of 40 million RMB [3] - The specific financial product was a structured deposit named "2025 Exchange Rate Linked Corporate Structured Deposit Customized Phase 6 Product 1125" [3] - The duration of this financial product was 90 days [3]

Investment Rating - The report maintains a "Positive" investment rating for the mechanical equipment industry [6]. Core Insights - The mechanical equipment industry experienced a year-on-year revenue growth of 7.64% in Q2 2025, with a narrowing growth rate compared to the previous quarter. Key segments with accelerated revenue growth include wind power equipment, PCB(A), shipbuilding, lithium battery equipment, and instruments [13][18]. - The industry saw a year-on-year increase in net profit excluding non-recurring items of 16.22% in Q2 2025, with wind power and lithium battery equipment showing accelerated growth. The shipbuilding sector led with a 106% year-on-year increase, although this was affected by a low base [18][31]. - The overall profitability of the mechanical equipment industry strengthened in Q2 2025, with notable performance in the shipbuilding, railway equipment, and oil and gas equipment sectors [31]. Summary by Sections Overall Mechanical Equipment Overview - The mechanical equipment industry reported a year-on-year revenue growth of 7.64% in Q2 2025, with revenue growth accelerating in specific segments [13]. - The net profit excluding non-recurring items grew by 16.22% year-on-year, with wind power and lithium battery equipment leading the growth [18]. - The industry’s net profit margin increased by 0.38 percentage points year-on-year in Q2 2025, indicating improved profitability across various segments [25]. Subsector Performance - The engineering machinery sector saw a revenue increase of 8.7% in H1 2025, driven by strong overseas sales and diversified business contributions [44]. - Major companies in the engineering machinery sector, such as SANY Heavy Industry and XCMG, reported significant revenue growth, with SANY achieving a 15% increase year-on-year in H1 2025 [41][44]. - The overall net profit for the engineering machinery sector reached 161 billion yuan in H1 2025, reflecting a 25.1% year-on-year increase, with profit growth outpacing revenue growth [45].

烟台艾迪精密机械股份有限公司 关于使用部分闲置募集资金购买理财产品到期赎回的公告 | 证券代码：603638 | 证券简称：艾迪精密 | 公告编号：2025-037 | | --- | --- | --- | | 转债代码：113644 | 转债简称：艾迪转债 | | 公司（含子公司）通过中国光大银行烟台经济技术开发区支行以闲置募 集资金人民币4,000.00万元购买了2025年挂钩汇率对公结构性存款定制第六 期产品1125。近日，公司（含子公司）已赎回上述理财产品，本金及收益已 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个别及连带 责任。 重要内容提示: 委托理财受托方：中国光大银行烟台经济技术开发区支行 委托理财金额：人民币 4,000 万元 委托理财产品名称：2025 年挂钩汇率对公结构性存款定制第六期产品 1125 委托理财产品期限：90 天 履行的审议程序：烟台艾迪精密机械股份有限公司（以下简称"公司"） 于 2025 年 4 月 29 日召开第五届董事会第七次会议、第五届监事会第四次会 议，分别审议通过了《关于公司使用部 ...

Group 1 - The company announced a change in its sponsor representative for the ongoing supervision of its 2021 public offering of convertible bonds [2] - The new continuous supervision representatives are Chen Dongyao and Que Wenlei [2] - The supervision period will last until the obligations set by the China Securities Regulatory Commission and the Shanghai Stock Exchange are fulfilled [2]

Investment Rating - The report maintains a strong buy recommendation for leading companies in the engineering machinery sector, including SANY Heavy Industry, XCMG, Zoomlion, LiuGong, and Shantui [10]. Core Insights - The engineering machinery sector is experiencing a significant recovery driven by both domestic and international demand, with a notable increase in performance elasticity [8]. - The sector's revenue for the first half of 2025 reached 187.92 billion yuan, reflecting a year-on-year growth of 8.02%, while net profit increased by 22.94% to 18.661 billion yuan [19][22]. - The report highlights a shift from an "export-only" growth model to a "dual-core" model, with both domestic and international sales contributing to revenue growth [19]. Summary by Sections 1. Operating Conditions: Accelerated Revenue Growth and Strong Profit Elasticity - The engineering machinery sector has shown significant excess returns, with the sector's stock price increasing by 27.56% from the beginning of 2025 to September 9, compared to a 16.16% increase in the CSI 300 index [8][14]. - Domestic excavator sales from January to August 2025 increased by 21.55% year-on-year, driven by structural infrastructure projects [2]. - The average expense ratio for the sector decreased by 0.3 percentage points, primarily due to increased foreign exchange gains [8]. 2. Engineering Machinery: Steady Recovery and Upward Trend - Domestic excavator sales are expected to continue growing, with major projects like the Yaxia Hydropower Station accelerating demand [2][3]. - The overseas market saw excavator exports increase by 12.79% year-on-year, reversing a two-year decline, with total engineering machinery exports reaching 33.486 billion USD, up 10.8% [3][8]. - The report emphasizes the strong performance of leading manufacturers in both domestic and international markets, with SANY Heavy Industry and LiuGong showing particularly strong revenue growth [19][24]. 3. Investment Recommendations - The report suggests focusing on leading manufacturers of complete machines, component manufacturers, and high-altitude work platform/forklift manufacturers due to the expected recovery in demand [9][10]. - Specific companies recommended for investment include SANY Heavy Industry, XCMG, Zoomlion, LiuGong, and Shantui for complete machines, and Hengli Hydraulic and Aidi Precision for components [9][10].

Market Performance - The engineering machinery sector rose by 0.9% on September 11, with Hengli Hydraulic leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Individual Stock Performance - Hengli Hydraulic (601100) closed at 89.75, up 2.34% with a trading volume of 70,500 shares and a transaction value of 624 million [1] - Huadong Heavy Machine (002685) closed at 8.36, up 2.33% with a trading volume of 572,200 shares and a transaction value of 473 million [1] - Changling Hydraulic (605389) closed at 44.93, up 2.28% with a trading volume of 16,500 shares and a transaction value of 7.32 million [1] - Other notable performers include Shaoyang Hydraulic (301079) up 2.12% and Jinzhi Technology (301279) up 1.88% [1] Capital Flow Analysis - The engineering machinery sector experienced a net outflow of 341 million from institutional investors, while retail investors saw a net inflow of 313 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling and retail buying [2] Detailed Capital Flow for Selected Stocks - Huadong Heavy Machine saw a net inflow of 26.1 million from institutional investors but a net outflow of 16.9 million from retail investors [3] - Hengli Hydraulic had a net inflow of 6.1 million from institutional investors, with retail investors showing a net outflow of 7.3 million [3] - Zhejiang Dingli (603338) had a net inflow of 3.1 million from institutional investors, while retail investors contributed a net inflow of 789.86 thousand [3]

| 证券代码：603638 | 证券简称：艾迪精密 | 公告编号：2025-036 | | --- | --- | --- | | 转债代码：113644 | 转债简称：艾迪转债 | | 烟台艾迪精密机械股份有限公司 关于更换保荐代表人的公告 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 担个别及连带责任。 烟台艾迪精密机械股份有限公司（以下简称"公司"）于近日收 到民生证券股份有限公司（以下简称"民生证券"）出具的《关于更 换持续督导保荐代表人的函》。 民生证券作为公司 2021 年度公开发行可转换公司债券的保荐机 构，原委派李晓东和阙雯磊担任保荐代表人负责持续督导工作，法定 持续督导期间至 2023 年 12 月 31 日。但鉴于公司本次公开发行可转 换公司债券募集资金尚未使用完毕，根据中国证券监督管理委员会和 上海证券交易所相关规定，民生证券仍需对公司募集资金的管理和使 用继续履行持续督导职责，直至募集资金使用完毕。 现由于李晓东工作调整将不再负责公司募集资金持续督导工作， 为保证持续督导工作的有序进行，民生证券委派陈东耀（简历详 ...

Core Viewpoint - The engineering machinery industry continues its recovery in the first half of 2025, driven by domestic demand from long-term government bond issuance, deepening equipment renewal policies, and accelerated energy transition. Core products such as excavators, concrete machinery, and cranes have seen comprehensive growth in domestic sales, while overseas markets remain robust, particularly in mineral development and energy infrastructure [1]. Company Performance Summary XCMG Machinery - Achieved operating revenue of 54.808 billion yuan, a year-on-year increase of 8.04%, and a net profit of 4.358 billion yuan, up 16.63%. The company shows a favorable development trend with growth in revenue, net profit, and cash flow, driven by internationalization, new energy, and aftermarket services [2][3]. - The earthmoving segment saw a revenue increase of 22.37%, making it the largest revenue segment, accounting for 31.05% of total revenue. Domestic sales share increased, with export revenue growing by 20% and aftermarket revenue up by 29% [3]. SANY Heavy Industry - Reported revenue of 44.534 billion yuan, a 14.96% increase, and a net profit of 5.216 billion yuan, up 46%. The excavator segment generated 17.497 billion yuan in sales, a 15% increase, maintaining the top position in the domestic market [5]. - Concrete machinery sales decreased by 6.49% to 7.441 billion yuan, while crane machinery sales increased by 17.89% to 7.804 billion yuan, with significant market share gains in various crane categories [6][7]. Zoomlion Heavy Industry - Recorded revenue of 24.855 billion yuan, a 1.3% increase, and a net profit of 2.765 billion yuan, up 20.84%. The crane segment accounted for 33.69% of total revenue, with earthmoving machinery exports growing over 33% [8]. LiuGong Machinery - Achieved revenue of 18.181 billion yuan, a 13.21% increase, and a net profit of 1.230 billion yuan, up 25.05%. The earthmoving machinery segment contributed 64.09% of total revenue, with both domestic and overseas markets showing strong growth [9]. Shantui - Reported revenue of 7.004 billion yuan, an 8.78% increase, with overseas revenue growing by 7.66% compared to the previous year [10]. Zhejiang Dingli - Achieved operating revenue of 4.336 billion yuan, a 12.35% increase, and a net profit of 1.052 billion yuan, up 27.63%. The company has shown resilience in a complex external environment [10]. Anhui Heli - Reported revenue of 9.390 billion yuan, a 6.18% increase, but net profit decreased by 4.60% to 0.796 billion yuan. Overseas revenue reached 4.016 billion yuan, up 15.20%, accounting for 43% of total revenue [11]. Market Dynamics - The engineering machinery industry is gradually improving, with domestic markets recovering and exports maintaining stable growth. Companies are actively seizing opportunities to enhance quality and efficiency while expanding their market presence [9][10].