Summary of the Conference Call for Lvtian Machinery Company Overview - Lvtian Machinery primarily engages in the production of fuel generators and high-pressure cleaners, gradually entering the energy storage sector. The company’s products are categorized into home emergency power devices (fuel generators and energy storage) and daily consumer goods (high-pressure cleaners) [3][4]. Industry Insights - The fuel generator industry is valued at approximately $40 billion, while the high-pressure cleaner segment falls under the gardening tools category, estimated at $3-4 billion. The general machinery industry is experiencing rapid growth, driven by industrialization in emerging markets and natural renewal demand in mature markets like Europe and North America [2][6]. - The high-pressure cleaner market primarily targets Europe and North America, with a stable demand and an annual growth rate of 3-4%. The industry is transitioning from fuel-driven to electric and lithium-powered solutions, with a significant rise in demand for lithium-powered cleaners in the U.S. [2][8]. Market Position and Performance - Lvtian Machinery has a high export ratio of 80%, with 30% of sales directed to Europe and 50% to Asia, Africa, and Latin America, while the U.S. market accounts for less than 5%. This positioning in non-U.S. markets is considered rare within the machinery export chain [2][10]. - The company is positioned in the mid-to-high-end market, leveraging cost-performance advantages to capture market share in Europe and expanding into Asia, Africa, and Latin America. Lvtian holds over 20% of the high-pressure cleaner export market, establishing itself as an invisible leader in this sector [2][11]. Future Growth Projections - Lvtian Machinery's revenue is projected to reach approximately 2.7 billion yuan in 2025, with profits around 270 million yuan, indicating a rapid growth trajectory. By 2026, revenue is expected to rise to about 3.5 billion yuan, maintaining a profit margin of around 10%. By 2027, the company aims to achieve revenue of 5 billion yuan [4][17]. - The company’s valuation is currently around 15-16 times earnings, which is relatively low. Its stable business model and strong profitability, combined with generous dividends, position it as a small-cap blue-chip stock with growth potential [4][19]. Competitive Advantages - Lvtian Machinery has made significant technological advancements from fuel to lithium power, which is expected to further expand its market share. The company’s strong product quality and customer trust are key factors in maintaining and increasing its market presence [5][11]. - The company has demonstrated resilience in the current market environment, maintaining steady growth despite negative beta factors. As these factors diminish, Lvtian's growth potential is expected to become more pronounced [16]. Industry Trends and Challenges - The general machinery and high-pressure cleaner industries are currently in a stable recovery phase after experiencing significant suppression. The overall industry fundamentals are sound, with no major drag factors, indicating a trend of moderate growth [15]. - External factors such as natural disasters or geopolitical events may temporarily impact demand in the general machinery sector, but Lvtian has shown the ability to adapt and grow even during challenging times [6][12]. Conclusion - Lvtian Machinery is positioned as a strong investment opportunity due to its low valuation, stable business model, and growth potential in both existing and emerging markets. The company’s focus on high-quality products and strategic market expansion enhances its competitive edge in the machinery industry [19].

金融界消息 截至2025年7月29日收盘，绿田机械（605259）报收于26.73元，下跌1.29%，换手率 4.49%，成交量7.75万手，成交金额2.06亿元。 资金流向方面，今日主力资金净流出2094.95万元，占比成交额10.19%。其中，超大单净流出1157.15万 元、占成交额5.63%，大单净流出937.79万元、占成交额4.56%，中单净流出流出1071.01万元、占成交 额5.21%，小单净流入3165.96万元、占成交额15.4%。 天眼查商业履历信息显示，绿田机械股份有限公司，成立于2002年，位于台州市，是一家以从事专用设 备制造业为主的企业。企业注册资本17248万人民币，实缴资本17248万人民币。公司法定代表人为罗昌 国。 通过天眼查大数据分析，绿田机械股份有限公司共对外投资了5家企业，参与招投标项目28次，知识产 权方面有商标信息58条，专利信息434条，此外企业还拥有行政许可24个。 绿田机械最新一期业绩显示，截至2025一季报，公司营业总收入6.39亿元、同比增长50.11%，归属净利 润5741.54万元，同比增长56.34%，扣非净利润5759.11万元，同比增长40. ...

New Stock Issuance - Multiple companies are scheduled for new stock issuance on July 24, 2025, including *ST Zitian (300280) and ST Nanzhi (002305) [1] - Significant announcements were made for companies like Guosheng Tang (300436) and Huayin Power (600744) on July 17 and July 15, respectively [1] Trading Alerts - Companies such as Gaoguan Min Explosive (002827) and Zhongyan Dadi (003001) have recent trading alerts as of July 24, 2025 [1] - A total of 50 companies have been flagged for abnormal trading fluctuations, indicating potential market volatility [2] Market Trends - The report highlights a trend of increased market activity with numerous companies announcing significant changes in stock status [1] - The presence of multiple *ST (Special Treatment) companies suggests heightened scrutiny and potential risk for investors [1] Regulatory Compliance - Companies are required to disclose significant announcements to ensure transparency in trading activities [1] - The report emphasizes the importance of monitoring announcements to assess market conditions and investment risks [1]

Group 1 - A total of 413 stocks have been newly added to the fund's heavy holdings list, with 26 stocks having a new position ratio exceeding 1% [1] - Among the newly added stocks, 241 are from the Shanghai and Shenzhen main boards, 112 from the ChiNext, 40 from the Sci-Tech Innovation Board, and 18 from the Beijing Stock Exchange [1] - The industries with the highest concentration of newly added stocks are basic chemicals, electronics, and power equipment, with 46, 39, and 35 stocks respectively [1] Group 2 - The stock with the highest new holding ratio is Youfang Technology, which was included in 14 fund heavy holdings with a total holding of 6.4711 million shares, accounting for 7.05% of its circulating shares [2] - Other notable stocks with high new holding ratios include Guangxin Materials at 6.38%, Haotong Technology at 5.67%, Zhidema at 4.51%, and Runong Irrigation at 4.48% [2] - The average increase of high new holding stocks since the second quarter is 50.14%, with notable gainers including Shutaishen at 544.63% and Sifang Jichuang at 189.92% [2][3] Group 3 - Four stocks have released mid-year performance forecasts, with two expecting profit increases; the highest expected net profit growth is from Lvtian Machinery, projected at 137 million yuan, a year-on-year increase of 60% [2] - The stock with the most fund holders among high new holdings is Yingshi Innovation, held by 162 funds, followed by Shutaishen and Sifang Jichuang with 19 and 16 funds respectively [2][3]

Market Overview - On July 16, the Shanghai Composite Index fell by 0.03%, with institutional investors appearing on the trading lists of 25 stocks, net buying 11 and net selling 14 [1][2] - The total net selling amount by institutional investors reached 1.015 billion yuan [1] Institutional Trading Activity - The stock with the highest net buying by institutional investors was Huahong Technology, which closed at the daily limit with a trading volume of 1.919 billion yuan and a turnover rate of 27.83%. The net buying amount was 112.81 million yuan [2][5] - Other notable stocks included Beifang Changlong, which rose by 6.59% with a turnover rate of 42.00% and a net buying amount of 70.49 million yuan [2][5] Performance of Net Bought Stocks - Stocks that were net bought by institutions saw an average increase of 5.35%, outperforming the Shanghai Composite Index. Stocks like Jujie Microfiber and Degute achieved daily limit increases [3] - Historical data indicates that stocks net bought by institutions have a 50.17% probability of rising the next day, with a 37.46% probability of increasing over the next three days [3] Earnings Forecasts - Among the stocks net bought by institutions, four have released half-year earnings forecasts, with Huahong Technology expected to see a net profit increase of 3384.71% [3] Net Sold Stocks - The stock with the highest net selling was C Huaxin, with a net selling amount of 999.70 million yuan. This stock had a significant net inflow of 3.172 billion yuan [3][6] - Annie Shares also saw substantial net selling, amounting to 247.11 million yuan, with a net outflow of 117 million yuan [3][6] Deep and Hong Kong Stock Connect Activity - On July 16, 12 stocks on the trading list had participation from the Shenzhen and Shanghai Stock Connect, with net buying in stocks like Hengbao Co. and Dawi Technology [7][8] - Hengbao Co. had a net buying amount of 160.75 million yuan, while stocks like Zhongdian Port and Qianhong Pharmaceutical experienced net selling [7][9]

Group 1 - The A-share agricultural machinery sector experienced a volatile rebound, with Guotian Machinery hitting the daily limit and closing at a maximum increase [1] - Other companies such as Xinchai Co., Suchang Chai A, Lio Co., Yueda Investment, Linhai Co., and Feng'an Co. also saw significant gains [1]

Core Viewpoint - The stock of Lvtian Machinery Co., Ltd. has experienced significant price fluctuations, with a cumulative increase exceeding 20% over two consecutive trading days, leading to a trading halt on July 15, 2025, marking three consecutive days of price increases [1][2][3] Group 1: Stock Trading Anomalies - The stock price of the company deviated significantly, with a cumulative increase of over 20% on July 11 and July 14, 2025, qualifying as an abnormal trading situation according to Shanghai Stock Exchange rules [2] - The stock has seen a cumulative turnover rate of 23.43% over the three trading days, which is higher than the company's previous turnover rates [1][2][3] Group 2: Company Operations and Information Disclosure - The company confirmed that its production and operational activities are normal, with no significant changes in market conditions, industry policies, or production costs [2] - There are no undisclosed major events that could affect the stock price, including significant asset restructuring, share issuance, or major business collaborations [2][3] - The company has not identified any media reports or market rumors that could significantly impact its stock price [3] Group 3: Risk Awareness - The company advises investors to be cautious of trading risks in the secondary market due to the recent significant price increases [1][3] - The board of directors has confirmed that there are no undisclosed matters that should be reported according to the regulations of the Shanghai Stock Exchange [4]

证券代码：605259 证券简称：绿田机械 公告编号：2025-019 绿田机械股份有限公司 股票交易风险提示公告 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： 绿田机械股份有限公司（以下简称"公司"）股票于 2025 年 7 月 11 日、 7 月 14 日连续 2 个交易日内日收盘价格涨幅偏离值累计超过 20%。根据《上海证 券交易所交易规则》的有关规定，属于股票交易异常波动情形。公司已于 2025 年 7 月 15 日披露了《股票交易异常波动公告》（公告编号：2025-018）。 2025 年 7 月 15 日公司股票再次涨停，已连续三个交易日涨停，公司股 票短期涨幅高于同期上证指数。2025 年 7 月 11 日、7 月 14 日、7 月 15 日（连 续 3 个交易日），公司股票累计换手率为 23.43%，高于公司前期换手率水平。 但公司基本面未发生重大变化，也不存在应披露而未披露的重大信息。 鉴于公司股票价格短期涨幅较大，敬请广大投资者注意二级市场交易风 险，理性决策，审慎投资。 一、股票交易异常 ...

证券代码：605259 证券简称：绿田机械 公告编号：2025-018 公司股票交易于 2025 年 7 月 11 日、7 月 14 日连续 2 个交易日内收盘价格 涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于 股票交易价格异常波动。 二、公司关注并核实的相关情况 （一）生产经营情况 绿田机械股份有限公司 股票交易异常波动公告 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。 重要内容提示： 绿田机械股份有限公司（以下简称"公司"）股票于 2025 年 7 月 11 日、 7 月 14 日连续 2 个交易日内日收盘价格涨幅偏离值累计超过 20%。根据《上海证 券交易所交易规则》的有关规定，属于股票交易异常波动情形。 经公司自查并向控股股东及实际控制人核实，截至本公告披露日，不存 在应披露而未披露的重大信息。 一、股票交易异常波动的具体情况 （一）二级市场交易风险 经公司自查，公司目前生产经营活动一切正常，市场环境、行业政策没有发 生重大调整、生产成本和销售等情况没有出现大幅波动、内部生产经营秩 ...

Group 1 - The company anticipates a net profit attributable to the parent company of approximately 128.20 million to 142.90 million yuan for the first half of 2025, representing an increase of 50% to 70% compared to the same period last year [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 127.97 million and 146.25 million yuan, which is an increase of 36.56 million yuan compared to the previous year [1] - The previous year's net profit attributable to the parent company was 85.47 million yuan, with a total profit of 94.50 million yuan [2] Group 2 - The company focuses on the development of core businesses in general power machinery, high-pressure cleaning machines, and energy storage products, enhancing product quality and service levels through increased R&D efforts [2] - The company aims to implement a three-pronged strategy of "technological autonomy, global branding, and localized operations" to promote global expansion and build a complete ecosystem from product strength to brand value [2] - The company has seen a significant increase in orders on hand, leading to steady growth in revenue and operating profit [2]