每经头条（nbdtoutiao）——十年首现，沪指连续站稳关键位置！高盛：建议高配中国股票！券商分析 师：人民币升值等因素加速跨境资本回流 每经AI快讯，恒润股份1月7日晚间发布公告称，江阴市恒润重工股份有限公司（以下简称"公司"或"恒 润股份"）5%以上股东承立新先生持有公司股份数量为38,596,087股，占公司总股本的8.75%；承立新先 生本次被司法冻结/标记数量为16,932,872股，占其所持股份比例43.87%，占公司总股本的3.84%。 （记者 曾健辉） ...

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Hengrun Co., Ltd., indicating a slight increase in stock price and a notable financing activity on January 6, with a net financing outflow of 2.89 million yuan [1] - As of January 6, Hengrun's financing balance is 239 million yuan, accounting for 3.48% of its market capitalization, which is below the 50th percentile level over the past year, indicating a low financing position [1] - The company reported a significant increase in revenue and net profit for the period from January to September 2025, with revenue reaching 3.126 billion yuan, a year-on-year growth of 193.53%, and a net profit of 64.31 million yuan, up 187.28% [2] Group 2 - Hengrun Co., Ltd. has distributed a total of 287 million yuan in dividends since its A-share listing, with 17.63 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders increased to 50,300, a rise of 27.03%, while the average number of circulating shares per person decreased by 21.28% to 8,770 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 4.6136 million shares, a decrease of 623,600 shares compared to the previous period [3]

Core Viewpoint - Hengrun Co., Ltd. (603985) reported that its gas turbine business, primarily focused on gas turbine components, is currently operating normally with good business development [1] Company Summary - The main products of the company in the gas turbine sector are gas turbine components [1] - The company confirmed that its production and operational activities are proceeding normally [1] - Business volume in the gas turbine segment is developing well [1]

Group 1 - The "Jinzhi Award" aims to establish benchmarks for high-quality development, guiding listed companies to focus on their core businesses, continue innovation, and fulfill social responsibilities, thereby promoting capital concentration towards quality enterprises [3] - The award evaluation covered over 8,000 companies across A-shares, Hong Kong stocks, and Chinese concept stocks, ultimately recognizing nearly 200 award-winning enterprises [3] - The "Outstanding Growth Enterprise" category focuses on companies with sustainable growth potential and core competitiveness, emphasizing quality of core business growth, innovation capabilities, resource integration efficiency, and sustainable development potential [3] Group 2 - Hengrun Co., Ltd. focuses on the core tracks of new energy and digital economy, establishing a dual-driven development strategy of "wind power + computing power" to achieve collaborative growth in both sectors [4] - In the wind power sector, Hengrun is a leading global manufacturer of offshore wind turbine flanges and is one of the few companies capable of producing flanges for offshore wind turbines of 12MW and above [4] - The computing power business has become a core support for the company's second growth curve, showing strong innovation vitality and growth potential, with significant market expansion and strategic partnerships established with major domestic computing server manufacturers [4] Group 3 - In the future, Hengrun will continue to deepen its dual-driven strategy, focusing on large megawatt wind turbine flanges and wind turbine main shaft bearings, as well as expanding into overseas markets [5] - The computing power segment will accelerate the construction of intelligent computing clusters and the implementation of various scenarios [5] - Leveraging core technological advantages and a global layout, Hengrun is expected to maintain a leading position in the new energy and digital economy sectors, driving industrial upgrades through innovation [5]

Market Overview - On December 16, the Shandong state-owned enterprise reform sector fell by 1.32% compared to the previous trading day, with Baoding Technology leading the decline [1] - The Shanghai Composite Index closed at 3824.81, down 1.11%, while the Shenzhen Component Index closed at 12914.67, down 1.51% [1] Stock Performance - Notable gainers in the Shandong state-owned enterprise reform sector included: - Dongjie Intelligent (300486) with a closing price of 21.59, up 9.59% and a trading volume of 352,000 shares, totaling 734 million yuan [1] - Aokema (600336) closed at 8.79, up 3.66% with a trading volume of 628,400 shares, totaling 553 million yuan [1] - Tongda Co. (300321) closed at 43.19, up 2.91% with a trading volume of 30,600 shares, totaling 130 million yuan [1] - Conversely, Baoding Technology (002552) led the declines with a closing price of 15.98, down 5.94% and a trading volume of 90,800 shares, totaling 147 million yuan [2] - Other significant decliners included: - Xingri Co. (002083) down 5.22% to 10.71 with a trading volume of 1,345,500 shares [2] - Qingdao Double Star (000599) down 4.93% to 5.98 with a trading volume of 296,700 shares [2] Capital Flow - On the same day, the Shandong state-owned enterprise reform sector experienced a net outflow of 1.044 billion yuan from institutional investors, while retail investors saw a net inflow of 796 million yuan [2] - The capital flow for specific stocks showed: - Wanhua Chemical (600309) had a net inflow of 1.05 billion yuan from institutional investors, but a net outflow of 94.08 million yuan from retail investors [3] - Dongjie Intelligent (300486) saw a net inflow of 81.92 million yuan from institutional investors, with a net outflow of 69.01 million yuan from retail investors [3]

证券代码：603985 证券简称：恒润股份 公告编号：2025-099 江阴市恒润重工股份有限公司 关于控股子公司变更经营范围并换发营业执照的公告 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法律责任。 变更事项 原登记内容 变更后登记内容 经营范围 一般项目：技术服务、技术开发、 技术咨询、技术交流、技术转让、 技术推广；货物进出口；技术进出 口；信息系统集成服务；数据处理 和存储支持服务；软件开发；信息 咨询服务（不含许可类信息咨询服 务）；互联网销售（除销售需要许 可的商品）；通信设备制造（分支 机构经营）；电子专用设备制造（分 支机构经营）；机械设备租赁；财 务咨询；合同能源管理；人工智能 理论与算法软件开发；人工智能应 用软件开发；5G 通信技术服务；人 工智能公共服务平台技术咨询服 务；人工智能公共数据平台；人工 智能双创服务平台；人工智能通用 应用系统；量子计算技术服务；计 算机系统服务；计算机软硬件及外 围设备制造（分支机构经营）；电 子产品销售；智能控制系统集成； 物联网设备销售；互联网设备销售； 新材料技术研发；新 ...

Core Viewpoint - Hengrun Co., Ltd. disclosed that Mr. Zhou Hongliang currently holds 19,083,418 shares of the company, representing a 4.33% ownership stake [2] Company Summary - Mr. Zhou Hongliang's shareholding in Hengrun Co., Ltd. amounts to 19,083,418 shares [2] - The ownership percentage of Mr. Zhou in the company is 4.33% [2]

Group 1 - The core point of the article is that Hengrun Co., Ltd. announced a partial release and extension of share pledges by shareholder Zhou Hongliang, who now holds approximately 19.08 million shares, accounting for 4.33% of the total share capital [1] - After the share pledge activities, Zhou Hongliang has pledged a total of approximately 10.64 million shares, which is 55.78% of his holdings and 2.41% of the company's total share capital [1] - The revenue composition of Hengrun Co., Ltd. for the year 2024 is as follows: wind power tower flanges account for 37.26%, wind power bearings 16.43%, other businesses 13.34%, computing industry 11.45%, mechanical industry support 11.22%, and other industries 10.27% [1] Group 2 - As of the report, Hengrun Co., Ltd. has a market capitalization of 6.1 billion yuan [1]

证券代码：603985 证券简称：恒润股份 公告编号：2025-098 江阴市恒润重工股份有限公司 关于股东部分股份解除质押及部分股份质押延期购回的 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法律责任。 重要内容提示: ●江阴市恒润重工股份有限公司（以下简称"公司"）股东周洪亮先生持有 公司股份数量为 19,083,418 股，占公司总股本的 4.33%。本次解除质押股份数 量为 4,984,000 股，占其所持股份比例为 26.12%，占公司总股本的 1.13%。办理 股份解除质押及质押延期购回业务后，周洪亮先生累计质押公司股份数量为 10,644,000 股，占其所持股份比例为 55.78%，占公司总股本的 2.41%。 注："剩余被质押股份数量"含周洪亮先生持有公司股份降至 5%以下后质押的股份数 二、本次股份质押延期基本情况 1、本次股份质押延期基本情况 | 单位：股 | | --- | | 股东名 | 是否 为控 | 本次延期购 | 是否 | 是否 | 质押起始 | 原质押到 | 延期后质 | | 占其所 | 占公司 ...

Group 1 - The core issue involves the manipulation of stock prices of Hengrun Co., Ltd. (603985), leading to investor claims against the company [1][2] - The China Securities Regulatory Commission (CSRC) has imposed administrative penalties on key individuals involved in the manipulation, including the second-largest shareholder and the chairman [1][3] - Between July 29 and November 8, 2023, the stock price of Hengrun Co. increased by 96.65%, significantly outperforming the Shanghai Composite Index, which fell by 6.86% during the same period [1][2] Group 2 - The manipulation involved the use of multiple securities accounts to maintain the stock price, with a total of 15,754,477 shares bought during the price decline, amounting to approximately 457.25 million yuan [2] - The CSRC found that from 2020 to 2023, Dongfang Group engaged in fraudulent activities that inflated reported revenues and costs, with significant discrepancies in financial reporting [3][4] - The inflated revenues for Dongfang Group were reported as 3.90 billion yuan, 4.87 billion yuan, 6.54 billion yuan, and 824.80 million yuan for the years 2020 to 2023, respectively [3]