截至7月14日收盘，减速器概念上涨2.25%，位居概念板块涨幅第2，板块内，94股上涨，新时达、襄阳 轴承、中大力德等涨停，恒工精密、步科股份、斯菱股份等涨幅居前，分别上涨14.76%、11.52%、 9.61%。跌幅居前的有长龄液压、ST纳川、奋达科技等，分别下跌3.43%、2.39%、1.92%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 3.87 | 短剧游戏 | -1.89 | | 减速器 | 2.25 | 信托概念 | -1.87 | | 超超临界发电 | 1.82 | 期货概念 | -1.83 | | 人形机器人 | 1.70 | 快手概念 | -1.60 | | 金属铅 | 1.68 | NFT概念 | -1.36 | | 有机硅概念 | 1.64 | Sora概念(文生视频) | -1.36 | | 工业母机 | 1.61 | Web3.0 | -1.31 | | 空气能热泵 | 1.55 | 互联网保险 | -1.24 | | 汽车热管理 | 1.50 | 中船系 | ...

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company projects a significant year-on-year decline in its 2025 first-half net profit and net profit after deducting non-recurring gains and losses Key Performance Indicators Comparison | Indicator | 2025 H1 Forecast | 2024 H1 Prior Period | Year-on-Year Change | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Parent | 9.50 million yuan - 13.50 million yuan | 39.2809 million yuan | ↓ 65.63% to 75.82% | | Net Profit Attributable to Parent (Excl. Non-recurring) | 10.00 million yuan - 14.00 million yuan | 38.3754 million yuan | ↓ 63.52% to 73.94% | - The performance forecast data for this period has not been audited by an accounting firm[5](index=5&type=chunk) [Operating Performance and Financial Status in the Prior Period](index=2&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E7%BB%8F%E8%90%A5%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5) The report provides key financial data for the prior period, serving as a benchmark for year-on-year performance analysis Prior Period Key Financial Data | Indicator | Amount | | :--- | :--- | | Total Profit | 42.3720 million yuan | | Net Profit Attributable to Parent | 39.2809 million yuan | | Net Profit Attributable to Parent (Excl. Non-recurring) | 38.3754 million yuan | | Earnings Per Share | 0.13 yuan | [Primary Reasons for Current Period Performance Decline](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%87%8F%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The significant decline in 2025 first-half net profit is primarily attributed to a decrease in both operating revenue and gross profit margin - The primary reasons for the decline in net profit this period are decreases in operating revenue and gross profit margin[7](index=7&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company emphasizes that this performance forecast is a preliminary, unaudited calculation by the financial department, with no major uncertainties identified that would affect its accuracy - This performance forecast represents the preliminary calculation by the company's financial department and has not been audited by an accounting firm[8](index=8&type=chunk) - The company states that there are no significant uncertainties affecting the accuracy of this performance forecast[8](index=8&type=chunk) [Other Explanatory Matters](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) The company reminds investors that the disclosed forecast data is preliminary, and final accurate financial figures will be based on the officially released 2025 semi-annual report, urging caution regarding investment risks - The final financial data will be subject to the company's officially disclosed 2025 semi-annual report, and investors are advised to be aware of investment risks[9](index=9&type=chunk)

证券代码：603767 证券简称：中马传动 公告编号：2025-025 (二) 离任对公司的影响 截止本公告日，刘华平先生未直接或间接持有公司股份，且不存在应当履行 而未履行的承诺事项。刘华平先生按照公司相关规定做好交接工作，其离任不会 对公司正常生产经营产生影响。 公司及董事会向刘华平先生在任职期间所做出的贡献表示衷心感谢！ 重要内容提示： 浙江中马传动股份有限公司（以下简称"公司"）董事会于近日收到公司副 总经理刘华平先生递交的书面辞职报告，因个人原因，刘华平先生申请辞去公司 副总经理职务。根据《公司法》《公司章程》等相关规定，上述辞职报告自送达 公司董事会之日起生效。 一、高级管理人员离任情况 | 姓名 | 离任职务 | 离任时间 | | 原定任期 到期日 | | 离任原因 | 是否继续在上 市公司及其控 | 具体职务 （如适用） | 是否存在 未履行完 毕的公开 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | 股子公司任职 | | 承诺 | | 刘华平 | 副总经理 | 2025 年 | 7 ...

Group 1 - Aike Cyber (688719.SH) shareholders Dachen Chuangtong and Dachen Chuanghong reduced their holdings by 2,298,151 shares, accounting for 1.99% of the total share capital, and did not complete the planned reduction [1] - Benchuan Intelligent (300964.SZ) controlling shareholder Dong Xiaojun reduced his holdings by 355,787 shares, accounting for 0.4582% of the total share capital, bringing his shareholding down to 21.64% [1] - Changlian Co., Ltd. (603648.SH) completed its reduction plan by selling 3,624,050 shares, which is 1% of the total share capital [1] Group 2 - Chuan Yi Technology (002866.SZ) controlling shareholder Zou Weimin and his concerted party reduced their holdings, with Zou's shareholding dropping to 48.53% [2] - Daoshi Technology (300409.SZ) controlling shareholder Rong Jihua plans to reduce his holdings by up to 15,416,611 shares, accounting for 1.97% of the total share capital [2] - Electric Alloy (300697.SZ) completed its reduction plan by selling 2,741,390 shares, which is 0.63% of the total share capital [2] Group 3 - Fujirei (688272.SH) shareholders Suzhou Kongkong, Suzhou Zhaorong, and Shanghai Zhaoren reduced their holdings by 1,215,618 shares, 1,463,490 shares, and 44,944 shares, accounting for 1.60%, 1.93%, and 0.06% of the total share capital respectively [3] - Gaoweida (300465.SZ) controlling shareholder Yingtan Yinggao Investment Consulting Co., Ltd. reduced its holdings by 4,261,700 shares, accounting for 0.96% of the total share capital, bringing its shareholding down to 22.00% [3] - Haizheng Materials (688203.SH) shareholder Sinopec Capital plans to reduce its holdings by up to 3,525,600 shares, accounting for 1.74% of the total share capital [3] Group 4 - Hangyu Micro (300053.SZ) shareholder Yan Jun reduced his holdings by 3,930,000 shares, accounting for 0.56% of the total share capital [4] - He Shi Eye Hospital (301103.SZ) shareholder Advanced Manufacturing Industry Investment Fund plans to reduce its holdings by up to 3,106,074 shares, accounting for 2% of the total share capital [4] - He Yuan Gas (002971.SZ) shareholder Baishide Chuangye completed its reduction plan by selling 854,064 shares, which is 0.415% of the total share capital [4] Group 5 - Huaren Health (301408.SZ) shareholder Saifu Investment reduced its holdings by 2,107,696 shares, accounting for 0.53% of the total share capital [5] - Jiangsu Boyun (301003.SZ) shareholder Gong Wei reduced his holdings by 1,558,900 shares, accounting for 1.57% of the total share capital [5] - Jeya Co., Ltd. (301108.SZ) shareholders Mingyuan Fund and its concerted party did not reduce their holdings, and the reduction plan period expired [5] Group 6 - Longxin General (603766.SH) directors plan to reduce their holdings by up to 350,000 shares and 100,000 shares, accounting for 0.0170% and 0.0049% of the total share capital respectively [6] - Ruchuang Micro-Nano (688002.SH) shareholder Li Weicheng plans to reduce his holdings by up to 8,000,000 shares, accounting for 1.75% of the total share capital [6] - Shilan Micro (600460.SH) shareholder Luo Huabing plans to reduce his holdings by up to 500,000 shares, accounting for 0.03005% of the total share capital [6] Group 7 - Tongfu Microelectronics (002156.SZ) shareholder National Integrated Circuit Industry Investment Fund reduced its holdings by 15,175,969 shares, accounting for 1% of the total share capital [7] - Wangzi New Materials (002735.SZ) controlling shareholder Wang Jinjun reduced his holdings by 9,717,874 shares, accounting for 2.54% of the total share capital [7] - Xingye Co., Ltd. (603928.SH) shareholder Shen Genzhen reduced his holdings by 2,620,000 shares, accounting for 1.00% of the total share capital [7] Group 8 - Yikang Co., Ltd. (301085.SZ) controlling shareholder concerted party reduced its holdings by 633,700 shares, accounting for 0.73% of the total share capital [8] Group 9 - Yiming Pharmaceutical (002826.SZ) major shareholder Zhou Zhan reduced his holdings by 3,586,777 shares, accounting for 1.88% of the total share capital [9] - Yiming Pharmaceutical (002826.SZ) director Xi Ke reduced his holdings by 283,862 shares, accounting for 0.15% of the total share capital [9] - Youyan Powder Materials (688456.SH) concerted party reduced its holdings by 1,030,000 shares, accounting for 0.99% of the total share capital [9] Group 10 - Zhongma Transmission (603767.SH) directors plan to reduce their holdings through block trading and centralized bidding [10] - Zhongqi Co., Ltd. (301215.SZ) shareholder Jiangsu Yueda Group did not reduce its holdings, and the reduction plan period expired [10]

Group 1 - The major shareholders and executives of Zhejiang Zhongma Transmission Co., Ltd. hold the following shares: Liu Qinglin holds 2.6271 million shares (0.85%), Qi Zikun holds 1.4764 million shares (0.48%), and Huang Junhui holds 1.2312 million shares (0.40%) [1][2] - The reduction plan involves Liu Qinglin planning to reduce up to 650,000 shares, Qi Zikun up to 360,000 shares, and Huang Junhui up to 300,000 shares due to personal financial needs, with the reduction period set from July 22, 2025, to October 21, 2025 [1][3] - The reduction will be executed through block trading and centralized bidding, with the selling price determined by market conditions [1][3] Group 2 - Liu Qinglin's reduction plan represents a maximum of 0.2106% of the total shares, Qi Zikun's plan represents 0.1166%, and Huang Junhui's plan represents 0.0972% [3] - The shareholders have committed to not transferring more than 25% of their shares annually during their tenure and not transferring any shares within six months after leaving their positions [3][4] - The company will comply with relevant laws and regulations regarding the share reduction process [4]

证券代码：603767 证券简称：中马传动 公告编号：2025-024 浙江中马传动股份有限公司 董事高管减持股份计划公告 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。 重要内容提示： 大股东及董监高持股的基本情况 上述减持主体无一致行动人。 截止本公告日，浙江中马传动股份有限公司（以下简称"公司"）董事 总经理刘青林持有公司股份 262.71 万股，占公司总股本的 0.85%；副总经 理齐子坤持有公司股份 147.64 万股，占公司总股本的 0.48%；副总经理黄 军辉持有公司股份 123.12 万股，占公司总股本的 0.40%。 减持计划的主要内容 公司近日收到刘青林先生、齐子坤先生、黄军辉先生的《股份减持计 划告知函》，现将上述有关减持计划情况公告如下：因个人资金需求原因， 刘青林先生拟通过大宗交易、集中竞价方式减持不超过 65 万股，齐子坤先 生拟通过大宗交易、集中竞价方式减持不超过 36 万股，黄军辉先生拟通过 大宗交易、集中竞价方式减持不超过 30 万股。减持价格视市场情况确定。 本减持计划自公告之日起 ...

Core Viewpoint - The announcement reveals that three executives of Zhongma Transmission plan to reduce their shareholdings in the company through various trading methods, indicating potential changes in insider sentiment towards the company's stock [1] Summary by Relevant Categories Executive Shareholding Reduction - The Managing Director Liu Qinglin intends to reduce his holdings by up to 650,000 shares, which represents 0.2106% of the total share capital of the company [1] - The Deputy General Manager Qi Zikun plans to sell up to 360,000 shares, accounting for 0.1166% of the total share capital [1] - The Deputy General Manager Huang Junhui aims to reduce his stake by up to 300,000 shares, which is 0.0972% of the total share capital [1] Timing and Method of Reduction - The share reduction plans will be executed within three months starting from fifteen trading days after the announcement date [1] - The selling price for the shares will be determined based on market conditions [1]

Core Viewpoint - Zhongma Transmission has experienced significant growth in market capitalization since its listing, but its profitability has notably declined in recent years [1][3]. Group 1: Company Overview - Zhongma Transmission specializes in the research, production, and sales of automotive transmissions and vehicle gears, with automotive transmissions accounting for the largest revenue share at 56.34% [3]. - The company was listed on June 13, 2017, with an initial closing price of 16.11 yuan and a market capitalization of 3.437 billion yuan, which has now grown to 5 billion yuan [1]. Group 2: Financial Performance - The net profit attributable to shareholders decreased from 0.78 billion yuan in 2017 to 0.33 billion yuan in the latest fiscal year of 2024, representing a cumulative profit decline of 57.38% [3][4]. - Revenue has also shown a downward trend, with 10.52 billion yuan in revenue in 2020 dropping to 9.08 billion yuan in 2024, indicating significant fluctuations over the years [3]. - The net profit attributable to shareholders fell from 0.55 billion yuan in 2020 to 0.33 billion yuan in 2024, reflecting a weakening in profitability [4]. Group 3: Market Capitalization Trends - Since its listing, Zhongma Transmission's market capitalization has increased by 45%, peaking at 7.225 billion yuan on September 5, 2023, with a corresponding stock price of 23.5 yuan [6]. - As of June 12, 2025, the stock price is projected to be 16.2 yuan, with a market capitalization of 5 billion yuan, indicating a decrease of 2.225 billion yuan and a market value evaporation of 30.80% from its peak [6].

Group 1 - The electronic sector experienced a significant net outflow of over 4.7 billion yuan, indicating a bearish trend in this industry [1][2] - The food and beverage sector saw a net inflow of 9.31 billion yuan, marking a 3.13% increase, which suggests strong investor interest [2] - Other sectors with positive net inflows include pharmaceuticals (6.64 billion yuan, 0.97%), beauty care (4.92 billion yuan, 6.46%), and chemical pharmaceuticals (2.27 billion yuan, 0.80%) [2] Group 2 - The top stock with net inflow was China Great Wall, attracting 5.66 billion yuan with a net inflow rate of 17.11% [3] - Other notable stocks with significant net inflows include Qingdao Kingking (5.03 billion yuan, 26.31%) and Fenghuo Electronics (3.81 billion yuan, 29.85%) [3] - Conversely, BYD faced the largest net outflow of 9.52 billion yuan, reflecting a negative sentiment towards the stock [4] Group 3 - The mechanical equipment sector recorded a net outflow of 4.3 billion yuan, while the transportation equipment sector saw a net outflow of 2.7 billion yuan [2] - The computer sector also faced a net outflow of 2.5 billion yuan, indicating challenges within these industries [2] - The communication sector experienced a net outflow of 2.4 billion yuan, further highlighting the trend of capital leaving these sectors [2]

证券代码：603767 证券简称：中马传动 公告编号：2025-023 浙江中马传动股份有限公司2024年年度权益分派实施公告 A 股每股现金红利0.2元 相关日期 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： 每股分配比例 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/5/15 | － | 2025/5/16 | 2025/5/16 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 4 月 23 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本308,631,500股为基数，每股派发现金红利0.2 元（含税），共计派发现金红利6 ...