纽威股份股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有10个交易日股价刷新历史 纪录。截至09:53，该股目前上涨2.38%，股价报45.25元，成交177.99万股，成交金额7924.30万元，换 手率0.24%，该股最新A股总市值达350.93亿元，该股A股流通市值341.50亿元。 证券时报·数据宝统计显示，纽威股份所属的机械设备行业，目前整体跌幅为1.05%，行业内，目前股价 上涨的有130只，涨幅居前的有海伦哲、新锦动力、埃科光电等，涨幅分别为15.20%、8.03%、6.21%。 股价下跌的有450只，跌幅居前的有常辅股份、利欧股份、大元泵业等，跌幅分别为6.90%、6.63%、 6.50%。 两融数据显示，该股最新（9月25日）两融余额为1.58亿元，其中，融资余额为1.55亿元，近10日增加 5753.17万元，环比增长58.80%。 公司发布的半年报数据显示，上半年公司共实现营业收入34.04亿元，同比增长19.96%，实现净利润 6.37亿元，同比增长30.44%，基本每股收益为0.8300元，加权平均净资产收益率13.66%。（数据宝） 注：本文系新闻报道，不构成投资建议， ...

Core Viewpoint - Nuwai Co., Ltd. has experienced significant stock price growth in 2023, with a year-to-date increase of 107.61% and notable gains over various trading periods [2]. Company Overview - Nuwai Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on November 14, 2002. The company was listed on January 17, 2014, and specializes in the design, manufacturing, and sales of industrial valves [2]. - The main revenue composition of Nuwai includes 97.34% from valves and parts, 1.95% from castings and forgings, and 0.71% from other sources [2]. - The company operates within the mechanical equipment sector, specifically in general equipment and metal products [2]. Financial Performance - For the first half of 2025, Nuwai reported a revenue of 3.404 billion yuan, representing a year-on-year growth of 19.96%. The net profit attributable to shareholders was 637 million yuan, reflecting a growth of 30.44% [2]. - Since its A-share listing, Nuwai has distributed a total of 4.148 billion yuan in dividends, with 1.830 billion yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Nuwai was 12,500, a decrease of 0.62% from the previous period. The average number of circulating shares per shareholder increased by 0.63% to 60,539 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 62.9284 million shares, an increase of 10.7051 million shares from the previous period [3].

Core Insights - Leading stocks in the new energy sector, such as Sungrow Power Supply, Haibo Technology, and CATL, reached all-time high closing prices on September 24 [1] Group 1: Stock Performance - The article highlights that 26 stocks were selected based on criteria including a net cash flow from operating activities exceeding 100 million yuan in the first half of 2025, profitability with positive year-on-year net profit growth, and a rolling price-to-earnings (PE) ratio below 40 [1] - Among these 26 stocks, three have doubled in price year-to-date: Sungrow Power Supply, Nuwell Co., and Ocean Motor [1] - Six stocks have a PE ratio below 15, which are Satellite Chemical, Jiahu Energy, Jiuli Special Materials, Hengdian East Magnetic, Batian Co., and Yutong Bus [1]

每经AI快讯，9月24日，纽威股份涨0.23%，报43.29元/股，股价再创新高，总市值突破335.72亿元，成 交额达1.37亿元。 （文章来源：每日经济新闻） ...

中国经济网北京9月22日讯 纽威股份（603699.SH）近日披露《控股股东的一致行动人减持股份结 果公告》。 根据公告，公司于2025年6月27日披露了《纽威股份控股股东的一致行动人集中竞价减持股份计划 公告》。纽威集团有限公司（以下简称"纽威集团"）计划于2025年7月18日至2025年10月17日期间，通 过集中竞价方式，减持公司股份不超过7,490,620股，占当时公司总股本的0.97%。 2025年7月22日至2025年9月18日，纽威集团通过集中竞价方式减持公司股份合计7,490,620股，减持 价格区间为31.00元/股至38.70元/股，减持总金额258,822,150.38元。本次减持计划已实施完毕。 本次减持前，纽威集团持有公司股份7,490,620股，占公司总股本的0.97%，股份来源为IPO前取 得。减持后，纽威集团持有公司股份0股，占公司总股本的0%。 纽威集团为控股股东、实控人的一致行动人。上述减持主体存在一致行动人：王保庆持股 121,564,912股，持股比例15.82%；程章文持股121,564,912股，持股比例15.82%；席超持股83,545,482 股，持股比例10. ...

Group 1 - The company, Nuo Wei Co., Ltd. (SH 603699), announced the completion of a share reduction plan, having reduced a total of 7,490,620 shares through centralized bidding as of the announcement date [1] - As of the report date, Nuo Wei Co., Ltd. has a market capitalization of 31.4 billion yuan [3] Group 2 - For the fiscal year 2024, the revenue composition of Nuo Wei Co., Ltd. is predominantly from industrial valves, accounting for 99.29%, while other businesses contribute only 0.71% [2]

重要内容提示： 股东持股的基本情况 证券代码：603699 证券简称：纽威股份 公告编号：临 2025-060 苏州纽威阀门股份有限公司 控股股东的一致行动人减持股份结果公告 本公司董事会、全体董事及相关股东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、减持主体减持前基本情况 1 注：上表中的持股比例=持股数量/公司当时总股本 在本次减持计划实施前，股东纽威集团有限公司（以下简称"纽威集团"） 持有公司股份 7,490,620 股，占公司总股本的 0.97%；股份来源为 IPO 前取得。 减持计划的实施结果情况 公司于 2025 年 6 月 27 日披露了《纽威股份控股股东的一致行动人集中竞价 减持股份计划公告》（公告编号：临 2025-043）。纽威集团计划于 2025 年 7 月 18 日～2025 年 10 月 17 日期间，通过集中竞价方式，减持公司股份不超过 7,490,620 股，占当时公司总股本的 0.97%。 截至本公告日，纽威集团已通过集中竞价方式减持公司股份合计 7,490,620 股，本次减持计划已实施完毕。 | 股东名 ...

Company Overview - Nuwai Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on November 14, 2002. The company went public on January 17, 2014. Its main business involves the design, manufacturing, and sales of industrial valves [1] - The revenue composition of Nuwai Co., Ltd. is as follows: 97.34% from valves and parts, 1.95% from castings and forgings, and 0.71% from other supplementary sources [1] Stock Performance - On September 19, Nuwai's stock price increased by 5%, reaching 39.90 CNY per share, with a trading volume of 250 million CNY and a turnover rate of 0.84%. The total market capitalization is 30.943 billion CNY [1] - The stock has experienced a continuous rise for three days, with a cumulative increase of 8.54% during this period [1] Fund Holdings - The Jingguan Taifu Fund has a significant holding in Nuwai Co., Ltd., with its fund "Jingguan Taifu Technology-Driven Mixed A" (022028) holding 175,000 shares, accounting for 7% of the fund's net value, making it the third-largest holding [2] - The fund has generated an estimated floating profit of approximately 332,500 CNY today and a total of 523,300 CNY during the three-day increase [2] - The Jingguan Taifu Technology-Driven Mixed A fund was established on December 27, 2024, with a current scale of 57.4773 million CNY and a year-to-date return of 42.11%, ranking 1499 out of 8172 in its category [2]

Core Viewpoint - Saudi Aramco plans to execute 85 major projects over the next three years, focusing on oil and gas production, pipeline networks, and civil infrastructure [1][2] Investment Highlights - The 85 major projects include 20 in the oil and petrochemical sector, emphasizing upgrades to oil, gas, and refining facilities, particularly in sulfur recovery units, gas compression systems, and refining installations [2] - The procurement list for these projects includes 21,000 kilometers of carbon steel pipelines, 2.2 million tons of structural steel, 41,000 kilometers of cables, and 1,700 kilometers of transmission lines, along with upgrades to key facilities [2] Capital Expenditure - Saudi Aramco's capital expenditure guidance for 2025 remains in the range of $52 billion to $58 billion, representing a year-on-year increase of 3% to 15%, indicating sustained demand for oilfield equipment [3] Opportunities for Companies - Companies like Neway and Jereh are positioned to benefit from the surge in Middle Eastern orders due to their technological advantages and market access [4] - Neway has successfully established direct supply relationships with Saudi Aramco and is expanding local production capacity in Saudi Arabia, anticipating significant growth in orders from the region [4] - Jereh has built brand recognition in the Middle East through successful project completions and is well-aligned with the demand for gas compression systems planned by Saudi Aramco [4] Investment Recommendations - The report recommends investing in Jereh, which is expected to see a surge in Middle Eastern orders, and Neway, which is projected to maintain steady growth due to its proactive capacity planning [5]

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - Over the next three years, Saudi Aramco plans to execute 85 major projects covering oil and gas production, pipeline networks, and civil infrastructure, with significant investment in oil and petrochemical sectors [1] - Saudi Aramco's capital expenditure guidance for 2025 remains between $52 billion and $58 billion, representing a year-on-year growth of 3% to 15%, indicating sustained demand for oil service equipment [2] - Companies like Jereh and Neway are positioned to benefit from the surge in orders in the Middle East due to their technological advantages and market access [3] - Investment recommendations highlight Jereh for its high visibility in Middle Eastern orders and Neway for its stable growth due to proactive capacity planning [4] Summary by Sections Major Projects and Investment - Saudi Aramco's upcoming projects include significant upgrades in oil, gas, and refining facilities, with a procurement list that includes 21,000 kilometers of carbon steel pipelines, 2.2 million tons of structural steel, and 41,000 kilometers of cables [1] Capital Expenditure - The capital expenditure for Saudi Aramco is projected to grow, benefiting leading companies with technological advantages and market access [2] Company Opportunities - Neway has successfully established itself as a core supplier of valves across the oil and gas value chain, directly supplying to Saudi Aramco and expanding local production capacity [3] - Jereh has built brand recognition in the Middle East through successful project completions, aligning its core products with the needs of Saudi Aramco's planned investments [3] Investment Recommendations - The report recommends focusing on Jereh for its unique position in the Middle East and Neway for its consistent performance and strategic capacity planning [4]