每经记者｜陈晴 每经编辑｜魏官红 并购重组 迪瑞医疗：股东拟减持不超过3%公司股份 长虹华意公告称，公司拟使用自有资金及回购专项贷款回购公司部分人民币普通股A股股份，回购金额 不低于1.5亿元（含）且不超过3亿元（含），回购价格不超过9.8元/股。 海南发展：控股股东及其一致行动人拟增持1亿元~2亿元公司股份 海南发展公告，控股股东海南控股及其一致行动人计划在未来6个月内增持公司股份，拟增持金额为不 低于1亿元人民币，不超过2亿元人民币，增持股份数量不超过公司总股本的2%。 四川长虹：拟2.5亿元~5亿元回购公司股份用于股权激励 四川长虹公告称，公司计划使用自有资金和/或自筹资金（含股票回购专项贷款资金等），回购公司部 分股份。回购金额不低于2.5亿元（含）且不超过5亿元（含），回购价格不超过14元/股。 风险事项 金诚信：拟收购哥伦比亚CMH公司5%股权并取得其控制权 金诚信公告，公司拟追加收购CMH公司5%的股权并取得其控制权。公司计划通过子公司维理达资源公 司购买Cordoba矿业全资子公司Minerales以及Exploradora之100%股权，以获得其在哥伦比亚的全部矿权 资产，包括Cordoba ...

Suspension and Resumption - Huina Technology's controlling shareholder Zhang Hongjun is planning to transfer shares, and the company will continue to be suspended from trading [1] Buybacks and Increases - Sichuan Changhong plans to repurchase company shares worth between 250 million to 500 million yuan for equity incentives [2] - Hainan Development's controlling shareholder and its concerted parties intend to increase their holdings of company shares by 100 million to 200 million yuan [3] - Changhong Meiling plans to repurchase shares worth between 150 million to 300 million yuan [11] - Changhong Huayi plans to repurchase shares worth between 150 million to 300 million yuan [11] - AVIC High-Tech plans to repurchase shares worth between 100 million to 200 million yuan [11] Investment Cooperation and Operational Status - Ningbo Huaxiang is collaborating with Xiangshan Industrial Investment and Shanghai Zhiyuan to strengthen cooperation in the robotics sector [4] - Naipu Mining plans to subscribe for equity in Switzerland's Veritas Resources AG to indirectly participate in the development of the San Matias project Alacran copper-gold-silver mine in Colombia [4] - China Shipbuilding Industry Corporation intends to issue A-shares to all shareholders of China Shipbuilding Heavy Industry Group as part of a merger application that has been accepted [4] - Citic Bank plans to invest 10 billion yuan to establish a financial asset investment company [5] - China Merchants Bank plans to invest 15 billion yuan to establish a financial asset investment company [6] - Pinggao Electric has won a procurement project from the State Grid, with a total bid amount of 1.751 billion yuan [7] - Jinchengxin plans to invest 231 million USD in the Alacran copper-gold-silver mine project and intends to acquire 5% equity in Colombia's CMH company for 10 million USD to gain control [7] - Tangrenshen's pig sales in April increased by 37.98% year-on-year [8] - FAW Fuwi has secured a seat project from a well-known luxury brand manufacturer worth 1.39 billion yuan [9] Performance Changes - SMIC's net profit for Q1 2025 is 1.356 billion yuan, a year-on-year increase of 166.5%. The company expects a revenue decline of 4% to 6% in Q2, with a gross margin guidance of 18% to 20%. The capacity utilization rate in Q1 rose to 89.6%, an increase of 4.1 percentage points [10]

长虹华意压缩机股份有限公司 第十届监事会 2025 年第四次临时会议决议公告 证券代码：000404 证券简称：长虹华意 公告编号：2025-027 1．会议通知时间与方式 长虹华意压缩机股份有限公司（以下简称"公司"或"长虹华意"）第十届监 事会 2025 年第四次临时会议通知于 2025 年 4 月 30 日以电子邮件形式送达全体监 事。 2.会议召开的时间、地点和方式 （1）会议于 2025 年 5 月 8 日以通讯方式召开。 （2）监事出席会议情况：本次会议应参与表决的监事 3 人，实际参与表决的 监事 3 人。 （3）本次会议由监事会主席何效文先生主持，监事柴勤女士、职工监事杜方 敏女士以通讯表决方式出席了本次监事会。 （4）会议列席人员：董事会秘书史强先生。 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 （5）本次会议召开符合有关法律、行政法规、部门规章、规范性文件和公司 章程的规定。 二、监事会会议审议情况 一、监事会会议召开情况 经与会监事签字并加盖监事会印章的第十届监事会 2025 年第四次临时会议 决议。 特此公告。 长虹华意压缩机股份有 ...

证券代码：000404 证券简称：长虹华意 公告编号：2025-026 长虹华意压缩机股份有限公司 第十届董事会 2025 年第四次临时会议决议公告 2.会议召开的时间、地点和方式 （1）会议于 2025 年 5 月 8 日以通讯方式召开。 （2）董事出席会议情况:公司应参与表决的董事 9 名，实际参与表决的董事 9 名。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、董事会会议召开情况 1．会议通知时间与方式 长虹华意压缩机股份有限公司（以下简称"公司"或"长虹华意"）第十届董 事会 2025 年第四次临时会议通知于 2025 年 4 月 30 日以电子邮件形式送达全体董 事。 （3）本次会议由董事长杨秀彪先生主持，董事肖文艺先生、董事史强先生、 董事王勇先生、董事马伴先生、职工董事陈思远先生、独立董事任世驰先生、独立 董事林嵩先生、独立董事邓富民先生以通讯表决方式出席了本次董事会。 （4）会议列席人员：公司监事及高级管理人员。 （5）本次会议召开符合有关法律法规、部门规章、规范性文件和公司章程的 规定。 二、董事会会议审议情况 经与会董事充分讨论，以 ...

智通财经5月8日电，长虹华意(000404.SZ)公告称，公司拟使用自有资金及回购专项贷款以集中竞价交 易方式回购公司部分人民币普通股A股股份，回购金额不低于1.5亿元且不超过3亿元，回购价格不超过 9.8元/股。回购股份将用于实施股权激励。公司已取得工商银行江西省分行出具的《贷款承诺函》，同 意向公司提供股票回购贷款金额不超过2.7亿元，且不超过本次股票回购资金总额的90%。 长虹华意：拟1.5亿元-3亿元回购股份 ...

证券代码：000404 证券简称：长虹华意 公告编号：2025-028 长虹华意压缩机股份有限公司 关于回购公司股份方案暨取得回购专项贷款承诺书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： 一、基本情况 1．回购股份种类：公司发行的人民币普通股 A 股股票。 2．回购金额：本次回购股份资金总额不低于人民币 15,000 万元（含）且不 超过人民币 30,000 万元（含），具体回购资金总额以实际回购的资金为准。 3.资金来源：本次回购股份的资金来源为公司自有资金及回购专项贷款。公 司已取得中国工商银行股份有限公司江西省分行出具的《贷款承诺函》，同意向 公司提供股票回购贷款金额不超过人民币 27,000 万元，且不超过本次股票回购 资金总额的 90%，贷款期限不超过 36 个月，具体贷款事宜将以公司与中国工商 银行江西省分行下属分支行签订的贷款合同为准。 4．回购价格区间：本次回购股份价格上限为 9.8 元/股，该回购价格上限未 超过公司董事会审议通过本次回购方案决议前 30 个交易日公司股票交易均价的 150%。具体回购价格由公司董事 ...

Group 1 - The company plans to repurchase shares amounting to between 150 million to 300 million RMB, funded by its own resources and a special loan for the repurchase [1] - The repurchase price will not exceed 9.8 RMB per share, and the shares will be used for implementing an equity incentive plan [1] - The company has obtained a loan commitment letter from the Jiangxi branch of Industrial and Commercial Bank of China, agreeing to provide a stock repurchase loan of up to 270 million RMB, which is not more than 90% of the total repurchase funds, with a loan term of no more than 36 months [1]

Group 1: Revenue and Market Outlook - The company aims for a sales revenue target of 11.8 billion CNY for 2025, with an ambitious goal of 12.5 billion CNY [2] - The impact of the complex international trade environment on the company includes direct and indirect effects on compressor exports, with ongoing assessments being conducted [2] - The domestic market for closed piston compressors is expected to see a year-on-year decline of approximately 1% in 2025, while the export market is projected to grow by about 1% [3] Group 2: Business Development and Client Structure - The company is focusing on the development of automotive air conditioning compressors, with over 95% of its major clients being domestic [3] - The company is committed to enhancing technology research and development, optimizing product structure, and expanding its client base to close the gap with industry leaders [3] Group 3: Shareholder Returns and Stock Buyback - The company has increased cash dividends in recent years and plans to use 150 million to 300 million CNY for stock buybacks to reduce registered capital and implement equity incentives [3] - A proposal for the stock buyback was disclosed on April 10, with the company committed to following regulatory procedures for execution [6] Group 4: Competitive Advantages - The company holds a leading position in the closed piston compressor industry, with core advantages in technology research, customer resources, and brand recognition [4] - Continuous efforts are being made to enhance product competitiveness, adjust product structure, and improve operational efficiency to tackle market competition [4] Group 5: Production Capacity and Material Costs - The Mexico plant has achieved a total capacity of 4 million units per year, with significant customer factory audits completed [5] - Fluctuations in raw material prices may impact profits, but strategic partnerships with suppliers are in place to mitigate these effects [6]

证券代码：000404 证券简称：长虹华意 公告编号：2025-025 关于举办 2024 年度网上业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 长虹华意压缩机股份有限公司（以下简称"公司"）已于 2025 年 4 月 19 日在巨 潮资讯网(www.cninfo.com.cn)披露了《2024 年年度报告全文》及《2024 年年度报告 摘要》。为进一步加强与投资者的互动交流，公司将举办 2024 年度网上业绩说明会， 现将有关事项公告如下： 一、说明会召开的时间、地点和方式 会议召开时间：2025 年 4 月 28 日（星期一）下午 15:00-17:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 二、 参加人员 长虹华意压缩机股份有限公司 四、联系人及咨询办法 联系人：杨茜宁、胡姝颖 电话：0798-8470237 邮箱：hyzq@hua-yi.cn 欢迎广大投资者参与本次年度业绩说明会。在此，公司对长期以来关心和支持公 司发展的投资者表示衷心感谢。 公司董事长杨秀彪先生、总经理肖文艺先生、 ...

Investment Rating - The investment rating for the company is "Accumulate" with a target price not specified [8] Core Views - The company achieved a total revenue of 11.967 billion yuan in 2024, a decrease of 7.16% year-on-year, while the net profit attributable to shareholders was 450 million yuan, an increase of 24.31% year-on-year [1] - The core business of piston compressors saw a revenue increase of 12.04% year-on-year, with sales volume reaching 84.25 million units, a growth of 16% [2] - The company aims for a sales revenue of 11.8 billion yuan in 2025, with a target of 12.5 billion yuan, reflecting a year-on-year change of -1% to +4% [3] Financial Performance - The gross margin for 2024 was 12.77%, a decrease of 0.45 percentage points year-on-year, while the net margin increased by 1.18 percentage points to 5.31% [4] - The company reported a cash dividend of 3.00 yuan per 10 shares, with a payout ratio of 46.38% and a dividend yield of 4.4% based on the closing price on April 18, 2025 [1] - The projected net profit for 2025 is 504 million yuan, with corresponding P/E ratios of 9.4x, 8.6x, and 7.9x for the years 2025 to 2027 [6] Product and Market Insights - The company’s commercial compressors surpassed 10 million units in sales for the first time, achieving 10.92 million units, a growth of 31% [2] - The revenue from new energy vehicle air conditioning compressors increased by 52.7% year-on-year, with sales volume exceeding 600,000 units, a growth of 68% [2] - The company is focusing on optimizing its product structure and enhancing its presence in the commercial and variable frequency markets [2] Cost and Expense Management - The sales expense ratio decreased significantly due to changes in accounting standards, while the financial expense ratio was affected by increased exchange losses [5] - The company’s operating expenses for sales, management, R&D, and financial activities were reported at 0.86%, 2.91%, 2.99%, and -0.18% respectively for 2024 [5]