| 交易日期 | 证券调核 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 如出蒙业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-04 | 如河胶带 | 603985 | 15.5 | 499.57 | 32.23 | 华泰证券股份有限 公司北京分公司 | 陪颜证券股份有限 | 播 | | | | | | | | | 公司江開虹桥清路 | | | | | | | | | | 任劳留业部 | | | 2025-08-04 | 粗润总份 | 603985 | 15.5 | 350.3 | 22.6 | 海通证券股份有限 公司国际部Y | 超商证券股份有限 公司江阴虹桥南路 | KA | | | | | | | | | 还有含业部 | | | 2025-08-04 | 短润原价 | 603985 | 15.5 | 201.5 | 13 | 中信证券股份有限 | 招商证券股份有限 | 否 | | | | | | | | 公司总部(非营业 | 公司江阴虹桥南路 | | ...

Core Viewpoint - Hengrun Co., Ltd. announced that there were no share repurchase transactions conducted in July 2025 [2] Summary by Relevant Categories - Company Announcement - Hengrun Co., Ltd. released a statement regarding the absence of share repurchase activities for the month of July 2025 [2]

证券代码：603985 证券简称：恒润股份 公告编号：2025-066 江阴市恒润重工股份有限公司 关于股份回购进展公告 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。 重要内容提示： | 回购方案首次披露日 | 2024/11/22 | | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2024 11 月 21 11 | 年 | 日~2025 | 年 | 月 20 日 | | 预计回购金额 | 5,000万元~9,000万元 | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | □为维护公司价值及股东权益 | | | | | | 累计已回购股数 | 3,723,530股 | | | | | | 累计已回购股数占总股本比例 | 0.84% | | | | | | 累计已回购金额 | 50,001,359.50元 | | | | | | 实际回购价格区间 | 12.48元/股~16. ...

格隆汇8月1日丨恒润股份（维权）(603985.SH)公布，2025年7月，公司未进行股份回购交易。截至2025 年7月31日，公司已累计回购股份3,723,530股，占公司当前总股本的比例为0.84%，回购的最高成交价 格为人民币16.35元/股，最低成交价格为人民币12.48元/股,支付的资金总额为人民币50,001,359.50元 （不含印花税、交易佣金等交易费用）。 ...

另外，润六尺科技总经理张亚洲近日携核心团队赴宁波余姚市，深度考察了当地光学巨头舜宇光学等标 杆企业。双方聚焦智能制造、产品质检、供应链优化等核心场景，探讨如何依托强大算力底座，推 动"传统制造"向"AI智造"跨越。 2025年以来，算力租赁需求迎来爆发式增长。中研普华产业研究院报告显示，到2026年，国内算力租赁 潜在收入市场规模有望达到2600亿元，且将以每年20%以上的速度快速增长。 恒润股份（603985）子公司润六尺科技最新官微推文显示，该公司正积极发挥产业纽带作用，加快助推 地方政府构建AI产业生态，一系列高规格的政企互动近期密集展开。 资料显示，润六尺科技专注于GPU高性能计算研发与智算中心建设，覆盖从底层算力设施到上层应用支 持的全流程服务。2025年一季度，润六尺科技算力业务收入达2.50亿元，超过2024年全年水平。2024年 全年，润六尺科技算力收入为1.98亿元，同比增速达2814.46%。 算力业务快速增长的背后，润六尺科技已深度参与长三角枢纽芜湖集群算力公共服务平台建设。据悉， 润六尺科技打破传统集中式供给限制，通过去中心化平台聚合分散的闲置算力资源(如智算中心的夜间 算力)，白天优 ...

Core Viewpoint - The company has approved the transfer of 100% equity of Guangdong Lanrun New Materials Co., Ltd. from its wholly-owned subsidiary Beijing Lanrun Technology Development Co., Ltd. for 25 million yuan and will proceed with the liquidation and cancellation of Beijing Lanrun [1][2] Group 1 - The board of directors has convened and approved the proposal regarding the transfer of equity and the cancellation of the wholly-owned subsidiary [1] - The transfer involves the complete ownership of Guangdong Lanrun, which will become a wholly-owned subsidiary of the company after the transfer is completed [1] - The company has received the cancellation approval notice from the market supervision administration, confirming that Beijing Lanrun has completed the cancellation registration procedures [2] Group 2 - The cancellation of Beijing Lanrun will not have a substantial impact on the company's consolidated financial statements and will not adversely affect the overall business development or financial status of the company [2] - The liquidation process of the investment partnership, Guokeximing, in which Beijing Lanrun has a capital contribution of 45 million yuan, is also part of the overall restructuring [1]

关于受让孙公司股权并注销全资子公司的进展公告 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。 2024 年 11 月 21 日，江阴市恒润重工股份有限公司（以下简称"公司"） 召开第五届董事会第五次会议，审议通过了《关于受让孙公司股权并注销全资子 公司的议案》，董事会同意将全资子公司北京岚润科技开发有限公司（以下简称 "北京岚润"）持有的广东岚润新材料有限公司（以下简称"广东岚润"）100% 股权以 2,500 万元转让给公司持有，同意将北京岚润持有财产份额的嘉兴国核智 明股权投资合伙企业（有限合伙）（以下简称"国核智明"，北京岚润认缴 45,000 万元，已实缴 100 万元）清算注销，待上述手续办理完成后，注销全资子公司北 京岚润，同时授权公司管理层办理上述相关事宜。具体内容详见公司于 2024 年 11 月 22 日在上海证券交易所网站（www.sse.com.cn）上披露的《江阴市恒润重 工股份有限公司关于受让孙公司股权并注销全资子公司的公告》（公告编号： 2024-071）。 2025 年 2 月，广东岚润完成了股东 ...

Group 1 - The company expects a net profit attributable to shareholders of 35 million to 45 million yuan for the first half of 2025, marking a turnaround from losses in the previous year [1] - The improvement in performance is primarily driven by the recovery in the wind power sector, the release of production capacity for large megawatt flanges and bearings, and significant growth in the performance of its subsidiary, Runliuchi Technology [1][4] - The company is entering a new growth cycle, confirmed by the dual growth in wind power and computing power businesses [1][4] Group 2 - The wind power industry has seen a significant improvement in market conditions, with a 134.21% year-on-year increase in new installations, totaling 46.28 GW from January to May 2025 [2] - The company is one of the few manufacturers capable of producing offshore tower flanges of 12 MW and above, with accelerated production capacity and increased sales margins in the wind power segment [2] - The company’s main shaft bearings have passed bench tests and are now in mass production, enhancing its competitiveness in high-end equipment [2] Group 3 - Runliuchi Technology, a subsidiary of the company, reported a revenue of 250 million yuan in the first quarter of 2025, exceeding the total revenue for 2024, with a year-on-year growth rate of over 2800% [3] - The company has established a comprehensive service system for computing power, providing customized support for various industries, including internet, finance, and smart manufacturing [3] - The domestic computing power leasing market is expected to exceed 211.6 billion yuan by the end of 2025, driven by government subsidies and increasing demand for AI computing power [3] Group 4 - The company’s performance forecast for the first half of 2025 indicates a formal entry into a profit cycle, with significant results from its dual-driven strategy in wind power and computing power [4] - Long-term benefits are anticipated from the synergy between wind power policy incentives and the explosive demand for AI computing power, leveraging the company’s technological and production advantages [4]

Group 1 - The company expects to achieve a net profit attributable to shareholders of the parent company between 35 million and 45 million yuan for the first half of 2025, marking a turnaround from a loss in the same period last year [1][2] - The net profit for the same period last year was a loss of 31.96 million yuan, with a total profit of -35.88 million yuan and a net profit excluding non-recurring gains and losses of -40.82 million yuan [1][2] - The main reasons for the turnaround include the release of production capacity for new products in the wind power sector and improved performance in the computing power segment [2] Group 2 - The wind power sector has seen a recovery in market conditions, leading to increased orders and gross profit for the company's wind power business [2] - The company's subsidiaries have significantly improved their capacity utilization rates, effectively reducing unit production costs [2] - The company has actively adjusted its product structure to focus on high value-added products, with new products gradually entering the market and contributing to performance [2]

Summary of Key Points Core Viewpoint - The announcement details the pledge of shares by a major shareholder, Zhou Hongliang, and the extension of the pledge repayment date, indicating a significant portion of his holdings are pledged as collateral. Group 1: Shareholder Information - Zhou Hongliang holds 25,206,064 shares, representing 5.72% of the total share capital of the company [1] - Zhou has pledged a total of 19,704,000 shares, which accounts for 78.17% of his holdings [1] Group 2: Pledge Extension Details - The company received a notification on July 10, 2025, regarding the extension of the pledge repayment for part of Zhou's shares [1] - The specific number of shares involved in the extension is 4,984,000, with the original pledge repayment date set for October 10 and the new date being October 4 [1] Group 3: Cumulative Pledge Situation - As of July 10, 2025, Zhou's cumulative pledged shares amount to 19,704,000, with no unpledged shares remaining [1][2] - The pledged shares represent 78.17% of his total holdings, indicating a high level of leverage [1][3]