| 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 西藏矿业 | 000762 | 股权激励限售流通 | 1.73万 | | 菲达环保 | 600526 | 股权激励限售流通 | 928.4万 | | 济川药业 | 600566 | 股权激励限售流通 | 207.3万 | | 北矿科技 | 600980 | 增发A股原股东配售上市 | 146.87万 | | 南网储能 | 600995 | 其他 | 22.34亿 | | 天赐材料 | 002709 | 股权激励限售流通 | 144.24万 | | 莎普爱思 | 603168 | 股权激励限售流通 | 196.43万 | | 锦泓集团 | 603518 | 股权激励限售流通 | 85.28万 | | 西部黄金 | 601069 | 增发A股原股东配售上市 | 1.98亿 | | 韩建河山 | 603616 | 股权激励限售流通 | 298.5万 | | 兆易创新 | 603986 | 股权激励限售流通 | 30.74万 | | 珀莱雅 | 603605 | 股权激励限售流通 | 111.83万 ...

近期，同力日升（605286）子公司天启鸿源在其官方微信公众号上披露多个中标信息，包括天启鸿源子 公司同启新能源在储能领域迎来的重大突破——成功中标中国能建（601868）2025年度磷酸铁锂电池储 能系统集中采购项目双标段等。业内人士认为，天启鸿源深耕储能领域多年，形成完整的技术体系，有 丰富的项目经验，构建了智能制造与产能布局，有望在储能产业的高景气度中受益。 中标中国能建2025年度磷酸铁锂电池储能系统集中采购项目招标由中国能建（上海）成套工程有限公司 发起，标的总规模达8.5GW/22GWh，对投标企业的资质和业绩提出较高要求：标包2（0.5C/2小时系 统，6GW/12GWh）要求投标人近两年累计完成1000MWh以上单体项目业绩；标包3（0.25C/4小时系 统，2.5GW/10GWh）：要求累计完成500MWh以上单体项目业绩。 同启新能源凭借远超招标标准的履约能力，从数百家参评企业中脱颖而出，而且是中标企业中仅有的15 家双标段入围企业之一。此次中标不仅标志着其技术实力、项目经验获得行业顶级客户认可，技术商业 化能力也得到市场验证，更展现了与头部企业同台竞技的强劲实力，凸显了其在成本控制与技术 ...

证券之星消息，9月5日专用设备板块较上一交易日上涨3.34%，芯碁微装领涨。当日上证指数报收于 3812.51，上涨1.24%。深证成指报收于12590.56，上涨3.89%。专用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 688630 | 心碁微装 | 138.57 | 13.85% | | 10.07万 | 13.10亿 | | 002779 | 中坚科技 | 111.95 | 10.00% | | 10.80万 | 11.69亿 | | 605286 | 同力日升 | 42.79 | 10.00% | | 5.48万 | 2.29亿 | | 603895 | 天永智能 | 34.21 | 10.00% | | 7.04万 | 2.34亿 | | 300415 | 伊之密 | 26.61 | 9.37% | | 44.52万 | 11.53亿 | | 300950 | 德固特 | 33.30 | 9.18% | | 16.42万 | 5.40亿 ...

风电板块午后持续走高，截至发稿，上海电力、同力日升等多股涨停，南网科技、远东股份、大金重 工、双一科技等跟涨。 ...

Summary of Key Points from Conference Call Company and Industry Overview - The conference call primarily discusses **Tianqi Hongyuan** and its performance in the **renewable energy sector**, particularly focusing on wind and energy storage projects [2][3]. Core Insights and Arguments 1. **Financial Performance**: - Tianqi Hongyuan reported a **net profit of 164 million yuan**, a **42% increase year-on-year** in the first half of 2025 [2][3]. - The company is actively expanding its energy storage business, with projects like the **600 MW independent energy storage project in Zhaoqing** and the **2 GWh energy storage system integration project** [2][6]. 2. **Project Progress**: - The **Tianjin Jinghai 100 MW wind power project** and the **Chengde Aerospace Hongyuan 300 MW wind farm** are expected to complete grid connection and revenue confirmation by the end of the year [2][4]. - The **920 MW shared energy storage project** in Chengde is nearing completion, with rental agreements signed with 12 manufacturers [2][4][5]. 3. **Strategic Collaborations**: - The company has formed strategic partnerships with various entities, including **Gansu Mobile** and **Shell China**, to promote collaborative energy projects [2][7][9]. 4. **Revenue and Profitability**: - New wind power plants have significantly improved overall gross margins, with electricity prices rising to **0.41-0.42 yuan per kWh** due to guaranteed grid access and spot trading [2][10][13]. - The company expects gross profit margins to remain strong, with projections of **5.5 billion to 7.5 billion yuan** in gross profit for 2026 [4][29]. 5. **Market Dynamics**: - The company is adapting to market conditions, including fluctuations in lithium battery prices, by managing inventory and negotiating with customers [4][15]. - The **green electricity direct connection project** in Qingyang aims to reduce electricity costs for China Mobile to approximately **0.10 yuan per kWh** [8][9]. Additional Important Content 1. **Future Outlook**: - The company anticipates a positive performance in 2026, driven by the full confirmation of projects in Tianjin and Chengde, alongside new projects in Suizhou and Huaiqi [21][29]. - The **capacity rental income** from large storage projects is expected to generate around **130 million yuan annually** [29]. 2. **Regulatory Environment**: - The company is navigating regulatory changes, including the impact of anti-money laundering policies on the renewable energy sector, which may influence pricing and market dynamics [27]. 3. **Cash Flow Improvement**: - The improvement in operating cash flow is attributed to the progress of several power station projects and prepayments from contractors, indicating a sustainable trend [28]. 4. **International Expansion**: - The company is exploring opportunities in **Ethiopia** and **Australia**, focusing on microgrid systems and adapting to local climate conditions [22][28]. 5. **Technological Innovations**: - The **920 MW shared energy storage project** utilizes an **immersive liquid cooling system**, enhancing performance and safety [16][18]. This summary encapsulates the key points discussed in the conference call, highlighting the company's performance, project developments, strategic partnerships, and future outlook in the renewable energy sector.

Core Viewpoint - Jiangsu Tongli Rising Machinery Co., Ltd. is holding a shareholder meeting on September 12, 2025, to discuss various agenda items including a profit distribution plan for the first half of 2025 [1][3]. Meeting Details - The meeting will take place at the company's conference room in Danyang Economic Development Zone, Jiangsu Province, starting at 15:00 [1]. - Voting will be conducted both on-site and online, with specific time slots allocated for online voting [1]. - The meeting will be presided over by Chairman and General Manager Li Guoping [1]. Voting Procedures - The meeting will follow the voting methods outlined in the "Self-Regulatory Guidelines for Listed Companies" [2]. - Resolutions require more than half of the voting rights for ordinary resolutions and two-thirds for special resolutions [2]. - A designated lawyer will oversee the qualification of shareholders and the voting process [2]. Profit Distribution Proposal - The company reported a net profit attributable to shareholders of the listed company for the first half of 2025, with undistributed profits amounting to RMB 325,992,948.70 [3]. - The proposed cash dividend is RMB 0.60 per 10 shares (including tax), totaling RMB 10,080,000.00, which represents 8.70% of the net profit [4]. - The proposal has been approved by the company's board and is subject to shareholder approval at the meeting [4].

江苏同力日升机械股份有限公司 2025 年第二次临时股东大会资料 江苏同力日升机械股份有限公司 会议时间：2025 年 9 月 12 日 江苏同力日升机械股份有限公司 江苏同力日升机械股份有限公司 2025 年第二次临时股东大会议程 现场会议时间：2025 年 9 月 12 日 15:00 开始 现场会议地点：江苏省丹阳市经济开发区六纬路公司会议室 会议方式：现场投票与网络投票相结合的方式 网络投票时间：2025 年 9 月 12 日 9:15-9:25,9:30-11:30，13:00-15:00； 会议主持人：董事长、总经理李国平先生 会议议程： 一、主持人宣布会议开始 江苏同力日升机械股份有限公司 6、出席会议人员应遵守会场纪律及股东大会议事规则，会议期间禁止大声 喧哗和吵闹，不听劝阻者，现场会议工作人员将有权采取必要措施请其离开会场； 7、为保证股东大会会议的顺利进行，股东或其委托代理人有异议、意见或 建议时可在现场会议投票结束后休会期间进行提问、沟通，任何人不得致使会议 无法正常进行； 二、由北京市中伦（上海）律师事务所律师对出席本次股东大会的股东及股 东代理人资格进行审核与见证（包括到会股东人数及 ...

据证券之星公开数据整理，近期同力日升（605286）发布2025年中报。截至本报告期末，公司营业总收 入11.22亿元，同比下降15.37%，归母净利润1.16亿元，同比下降5.65%。按单季度数据看，第二季度营 业总收入5.79亿元，同比下降31.07%，第二季度归母净利润4324.88万元，同比下降46.9%。本报告期同 力日升盈利能力上升，毛利率同比增幅46.53%，净利率同比增幅29.43%。 分析师工具显示：证券研究员普遍预期2025年业绩在3.12亿元，每股收益均值在1.86元。 证券之星价投圈财报分析工具显示： 业务评价：公司去年的ROIC为15.42%，资本回报率强。去年的净利率为14.88%，算上全部成本后，公 司产品或服务的附加值高。从历史年报数据统计来看，公司上市以来中位数ROIC为16.64%，投资回报 也很好，其中最惨年份2022年的ROIC为7.31%，投资回报一般。公司历史上的财报相对良好（注：公司 上市时间不满10年，上市时间越长财务均分参考意义越大。）。 财报体检工具显示： 建议关注公司现金流状况（货币资金/流动负债仅为42.47%） 建议关注公司应收账款状况（应收账款/利润 ...

Group 1 - The company Tongli reported a revenue of approximately 1.122 billion yuan for the first half of 2025, representing a year-on-year decrease of 15.37% [1] - The net profit attributable to shareholders of the listed company was about 116 million yuan, a year-on-year decrease of 5.65% [1] - The basic earnings per share were 0.69 yuan, reflecting a year-on-year decrease of 1.43% [1]

Group 1 - The company achieved operating revenue of 1.122 billion and net profit attributable to shareholders of 116 million during the first half of 2025 [1] - The company has a strong competitive advantage in the elevator accessory industry, supported by comprehensive capabilities, R&D strength, quality customer resources, integrated business model, and nationwide service network [1] - The company actively adjusted production and inventory strategies, optimized product structure, and expanded escalator component customers to mitigate the impact of declining sales in the elevator market due to the real estate downturn [1] Group 2 - The company entered the renewable energy sector through its controlling stake in Beijing Tianqi Hongyuan New Energy Technology Co., Ltd., forming a dual-driven model of "elevator + renewable energy" [2] - Tianqi Hongyuan reported a net profit of 164 million in the first half of 2025, representing a year-on-year growth of 42.36% [2] - The company successfully advanced several projects, including the commissioning of a 100MW wind power project and the operation of a 920MWh shared energy storage station [2] Group 3 - Tianqi Hongyuan is focusing on the "computing power collaboration" industry trend and is actively participating in the construction of national computing power center cities [3] - The company signed a strategic cooperation agreement with the government of Qingyang City to establish a 2GWh energy storage equipment production line and a 1GWh lithium iron phosphate energy storage station [3] - A strategic cooperation agreement was also signed with China Mobile Gansu Co., Ltd. to innovate cooperation models and develop "new energy for communication infrastructure" projects [3]