证券代码：000528 证券简称：柳 工 公告编号：2025-62 债券代码：127084 债券简称：柳工转2 广西柳工机械股份有限公司 关于股份回购（第二期）进展情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 广西柳工机械股份有限公司（以下简称"公司"）于 2024 年 11 月 28 日召开第九 届董事会第二十六次（临时）会议，审议通过了《关于公司回购股份方案（第二期） 的议案》，同意公司使用自有资金及股票回购专项贷款资金通过集中竞价的方式回购 部分公司已发行的人民币普通股（A 股）股票，用于新一期的股权激励或员工持股计 划。本次回购金额区间为不低于人民币 30,000 万元（含）且不超过人民币 60,000 万 元（含），回购价格为不超过人民币 18.20 元/股（含），该价格不高于董事会通过回 购决议前三十个交易日公司股票交易均价的 150%。具体回购股份的数量以回购期满 时实际回购的股份数量为准。上述具体内容详见公司于 2024 年 12 月 3 日在巨潮资讯 网（www.cninfo.com.cn）披露的《公司第九届董事会第二十六次（临 ...

2025 年度 广西柳工机械股份有限公司 信用评级报告 编号：CCXI-20252756M-01 2025 年度广西柳工机械股份有限公司 信用评级报告 声 明 跟踪评级安排 中诚信国际信用评级有限责任公司 2025 年 7 月 29 日 2 2025 年度广西柳工机械股份有限公司 信用评级报告 | 评级对象 | 广西柳工机械股份有限公司 | | --- | --- | | 主体评级结果 | AAA/稳定 | | | 中诚信国际肯定了广西柳工机械股份有限公司（以下简称"柳工"或"公司"） 核心产品维持高市占率、产品结构丰富、2024 年销量回升、收入及盈利水平 | | 评级观点 | 均有所提升、设立印尼金融公司为海外业务赋能、弱周期板块有利于平滑行 | | | 业周期性波动以及融资渠道畅通等方面的优势对公司整体信用实力提供的 | | | 有力支持。同时，中诚信国际关注到经营环节占款规模较大、面临一定的或 | | | 有负债和海外业务风险等因素对公司经营及整体信用状况影响。 | | 评级展望 | 中诚信国际认为，广西柳工机械股份有限公司信用水平在未来 12~18 个月 | | | 内将保持稳定。 | | 调级因素 ...

Core Viewpoint - The significant sell-off of shares by smart money (northbound funds) in LiuGong during the second quarter has raised concerns about the impact of leadership changes on stock performance, despite the company's assurance of long-term growth potential [1] Company Response - The company acknowledges that short-term stock price fluctuations are influenced by various factors but emphasizes that these do not affect its long-term development value [1] - Following the leadership transition, the company has achieved a smooth transition and maintains strong execution under the new board of directors [1] - LiuGong's performance continues to show a steady growth trend, supported by its market-oriented mechanisms, strategic vision, global framework, and a rich corporate culture developed over 67 years [1] - The company expresses confidence in delivering long-term stable growth and operational results to reward shareholders and market trust [1]

Market Overview - The engineering machinery sector experienced a decline of 1.75% on July 31, with Hengli Drilling leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Top Performers - Tianyuan Intelligent (603273) saw a significant increase of 10.02%, closing at 21.09 with a trading volume of 218,000 shares and a turnover of 455 million yuan [1] - Southern Road Machinery (603280) also rose by 10.01%, closing at 54.86 with a trading volume of 82,400 shares [1] - Changling Hydraulic (605389) increased by 9.99%, closing at 48.99 with a trading volume of 45,400 shares [1] Underperformers - Hengli Drilling (836942) experienced the largest decline, down 11.39% to 57.90 with a trading volume of 135,500 shares and a turnover of 811 million yuan [2] - Tuoshan Heavy Industry (001226) fell by 9.97%, closing at 40.00 with a trading volume of 109,400 shares [2] - Wuxin Suizhuang (835174) decreased by 7.19%, closing at 64.67 with a trading volume of 87,500 shares [2] Capital Flow - The engineering machinery sector saw a net outflow of 566 million yuan from institutional investors and 196 million yuan from speculative funds, while retail investors contributed a net inflow of 762 million yuan [2][3] - Notable capital flows include Huadong Heavy Machine (002685) with a net inflow of 17.7 million yuan from institutional investors, while Tianyuan Intelligent (603273) had a net outflow of 143 million yuan from institutional investors [3]

Group 1 - The engineering machinery sector showed a 12.29% increase in H1 2025, outperforming the Shanghai and Shenzhen 300 index by 8.97% [13][15] - The sector's five-year PE TTM is 18.66, slightly below the average of 19.73, indicating a valuation at the 40.39 percentile over the past five years [15] - In Q1 2025, the sector's revenue and net profit reached 964.40 billion and 94.78 billion respectively, with year-on-year growth rates of 10.62% and 31.15% [17][19] Group 2 - Domestic sales of excavators in June 2025 reached 8,136 units, a year-on-year increase of 6.20%, supported by infrastructure investments and equipment replacement policies [40][44] - The cumulative sales of excavators in H1 2025 were 120,520 units, reflecting a 16.77% year-on-year growth [40][44] - The construction machinery sector is expected to benefit from significant projects like the Yarlung Tsangpo River hydropower project, which has a total investment of approximately 1,200 billion [50][53] Group 3 - Excavator exports in June 2025 totaled 10,668 units, marking a 19.30% year-on-year increase, with the U.S. being a major market [54][59] - The total export value of excavators in H1 2025 was approximately 4.89 billion USD, reflecting a year-on-year growth of 22.83% [57][59] - The average export price for excavators to the U.S. was around 6,400 USD per unit, indicating a demand for smaller, general-purpose equipment [59][62] Group 4 - The penetration rate of electric machinery is increasing, with policies from the government aimed at phasing out older equipment and promoting the transition to new energy [67][71] - The electric machinery market is expected to grow significantly, with electric forklifts and loaders showing high penetration rates of 53.52% and 12.78% respectively [71][75] - The overall electric machinery penetration rate in China is projected to reach approximately 29.60% by 2024 [71][72] Group 5 - The investment recommendation maintains a "market perform" rating, with a focus on companies such as SANY Heavy Industry, XCMG, Zoomlion, LiuGong, and Hengli Hydraulic [84]

Group 1: Company Performance - Shunluo Electronics reported a net profit of 486 million yuan for the first half of 2025, a year-on-year increase of 32.03% [1] - Yiwai Communication's net profit for the first half of 2025 was 31.02 million yuan, a year-on-year decrease of 68.57% [1] - CATL achieved a net profit of 30.485 billion yuan in the first half of 2025, reflecting a year-on-year growth of 33.33% [2] - Huijia Times reported a net profit of 67.0481 million yuan for the first half of 2025, a year-on-year increase of 62.64% [15] - Zhimi Intelligent's net profit for the first half of 2025 was 102 million yuan, a year-on-year increase of 80.08% [23] Group 2: Company Announcements - Shunluo Electronics' revenue for the first half of 2025 was 3.224 billion yuan, up 19.80% year-on-year [1] - Yiwai Communication's revenue decreased to 360 million yuan, down 24.62% year-on-year [1] - CATL proposed a cash dividend of 10.07 yuan per 10 shares based on a total share capital of 4.537 billion shares [2] - Vanke A received a loan of up to 869 million yuan from Shenzhen Metro Group for debt repayment [7] - Lideman is planning to acquire up to 70% of Beijing Xiansheng Xiangrui Biological Products Co., Ltd. [8] Group 3: Industry Developments - The pharmaceutical industry is seeing advancements with Zhendong Pharmaceutical's clinical trial reaching a major research endpoint for a new product [3] - The construction industry is witnessing new orders, with Zhongyan Dadi signing 22 new contracts worth 257 million yuan in Q2 [4] - The energy sector is expanding with Hangyang Co. planning to establish a joint venture for hydrogen energy production [16] - Watson Bio signed a revised exclusive licensing agreement to expand its technology collaboration into non-patient areas [17]

股票简称：柳工 股票代码：000528 广西柳工机械股份有限公司 上市公司名称：广西柳工机械股份有限公司 股票上市地点：深圳证券交易所 股票简称：柳工 股票代码：000528 信息披露义务人：广西国控资本运营集团有限责任公司 注册地址：南宁市青秀区七星路 135 号 通讯地址：南宁市青秀区七星路 135 号 股权变动性质：国有股权无偿划转（间接持有股份增加） 签署日期：2025 年 7 月 广西柳工机械股份有限公司 详式权益变动报告书 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 第 16 号——上市公司收购报告书》等相关法律、法规和规范性文件编写。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行 证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》《公开发行 证券的公司信息披露内容与格式准则第 16 号——上市公司收购报告书》的规定， 本报告书已全面披露信息披露义务人在广西柳工机械股份有限公司拥有权益的 股份变动情况。截至本报告书签署之日，除本报告书披露的信息外，上 ...

证券代码：000528 证券简称：柳 工 公告编号：2025-61 债券代码：127084 债券简称：柳工转2 广西柳工机械股份有限公司 简称"广西国资委"）将其直接持有的广西柳工集团有限公司（以下简称"柳工集团"）80% 的股权，无偿划转至广西国控资本运营集团有限责任公司（以下简称"广西国控集团"）， 使得广西国控集团通过持有柳工集团 80%的权益，成为广西柳工机械股份有限公司（以 下简称"公司"）的间接控股股东（以下简称"本次权益变动"）。 为柳工集团，实际控制人仍为广西国资委。 一、本次权益变动基本情况 近日，公司收到控股股东柳工集团通知，根据《广西国资委关于广西柳工集团有限 公司股权无偿划转有关事项的通知》（桂国资产权【2025】第 57 号），按照广西壮族 自治区党委、人民政府决策部署，组建广西国控集团，根据组建方案及管理事项要求， 拟以 2024 年 12 月 31 日为基准日，将广西国资委持有的柳工集团 80%股权无偿划转 至广西国控集团。 关于控股股东国有股权无偿划转暨 新增间接控股股东的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏 ...

Core Viewpoint - The announcement indicates that Liugong (000528) will undergo a significant change in its ownership structure, with 80% of its controlling shareholder's equity being transferred to Guangxi State Control Group without compensation, effective from December 31, 2024 [1] Group 1 - Liugong has received a notification from its controlling shareholder, Liugong Group, regarding the transfer of equity [1] - The transfer is part of a broader initiative by the Guangxi Zhuang Autonomous Region's government to establish Guangxi State Control Group [1] - After the equity transfer, Guangxi State Control Group will become the indirect controlling shareholder of Liugong, holding 80% of Liugong Group's equity [1] Group 2 - The change in equity ownership will not alter the identity of the controlling shareholder or the actual controller of the company, which will remain Liugong Group and Guangxi State-owned Assets Supervision and Administration Commission, respectively [1]

7月30日，三大指数涨跌不一，截至收盘，沪指涨0.17%，深成指跌0.77%，创业板跌1.62%，科创50指数跌1.11%，两市超1600只个股上涨，沪深两市今日成 交额约1.84万亿元。 影视板块表现出众，堪称今日最靓的仔，其中，幸福蓝海（300528.SZ）涨停20%，该公司5天内录得4个大号涨停板，累计上涨113%。此外，慈文传媒 （002343.SZ）、金逸影视（002905.SZ）涨10%，北京文化（000802.SZ）涨超9%。 据悉，幸福蓝海参与出品的影片《南京照相馆》，上映后连续多日蝉联票房冠军。灯塔专业版数据显示，上映6天以来，《南京照相馆》累计录得票房6.61 亿元（截至7月30日上午10时），观影总人次超1800万。其中，该片7月27日的票房为1.46亿元，这也打破了过去3年暑期档历史片单日票房纪录。 创新药持续活跃，辰欣药业（603367.SH）、东诚药业（002675.SZ）涨10%，华润双鹤（600062.SH）、浙江医药（600216.SH）、康辰药业（603590.SH） 均大涨。 中信证券研报称，目前创新药行业已经完成底部夯实，进入到真正的"临床价值重估"阶段，产业估值逻辑正 ...