Group 1 - The stock price of LiuGong is reported at 10.95 yuan, down 0.64% from the previous trading day [1] - The trading volume for the day was 424,000 hands, with a transaction amount of 464 million yuan [1] - The stock experienced a volatility of 1.36% and a turnover rate of 2.09% [1] Group 2 - LiuGong operates in the construction machinery industry, focusing on the research, production, and sales of construction machinery and key components [1] - The company's product range includes loaders, excavators, and cranes [1] Group 3 - The net outflow of main funds for LiuGong on that day was 22.0383 million yuan, with a cumulative net outflow of 187 million yuan over the past five days [1] - The current total market value of the company is 22.197 billion yuan, with a price-to-earnings ratio of 8.44 times [1]

Core Viewpoint - The article discusses the transfer of 80% equity of Guangxi Liugong Group Co., Ltd. from the Guangxi State-owned Assets Supervision and Administration Commission to Guangxi Guokong Capital Operation Group, making the latter an indirect controlling shareholder of Guangxi Liugong Machinery Co., Ltd. This change does not affect the current controlling shareholder or actual controller of the company [3][5]. Summary by Sections Equity Transfer Details - On July 31, Liugong announced that the Guangxi State-owned Assets Supervision and Administration Commission transferred 80% of its equity in Liugong Group to Guangxi Guokong Capital Operation Group without compensation [3][5]. - This transfer allows Guangxi Guokong Capital to become the indirect controlling shareholder of Guangxi Liugong Machinery Co., Ltd. [5]. Impact on Shareholding Structure - The equity transfer will not change the controlling shareholder or actual controller of the company; Liugong Group remains the controlling shareholder, and the actual controller continues to be the Guangxi State-owned Assets Supervision and Administration Commission [3][5]. Company Background - Guangxi Liugong Machinery Co., Ltd. is a core enterprise of the Liugong Group, which is among the top 500 manufacturing companies in China and a leading player in the engineering machinery industry [11]. - The company was established in 1958 and is headquartered in Liuzhou, Guangxi, with main products including loaders, excavators, and road rollers, widely used in various construction projects domestically and internationally [11].

Core Viewpoint - The company has approved a share repurchase plan to enhance employee incentives and shareholder value through the buyback of its A-shares [2] Group 1: Share Repurchase Plan - The company will use its own funds and a special loan for share repurchase, with a total amount ranging from RMB 30 million to RMB 60 million [2] - The repurchase price will not exceed RMB 18.20 per share, which is 150% of the average trading price over the last 30 trading days prior to the board's decision [2] - The specific number of shares repurchased will be determined at the end of the repurchase period [2] Group 2: Progress of Share Repurchase - As of July 31, 2025, the company has repurchased a total of 35,910,510 shares, accounting for approximately 1.77% of the total share capital of 2,027,123,726 shares [3] - The highest transaction price during the repurchase was RMB 11.60 per share, while the lowest was RMB 10.62 per share, with a total transaction amount of RMB 399.8991 million (excluding transaction fees) [3] Group 3: Compliance and Regulations - The share repurchase complies with relevant regulations and the company's established repurchase plan [5] - The company has adhered to the trading restrictions and conditions set forth by the Shenzhen Stock Exchange during the repurchase process [6][7]

Core Viewpoint - Guangxi Liugong Machinery Co., Ltd. maintains a stable credit rating of AAA, supported by its strong market position, diverse product structure, and effective internationalization strategy, despite facing certain operational risks and potential liabilities [4][7][10]. Financial Overview - Total assets increased from 422.58 billion in 2022 to 479.07 billion in 2024, with a projected rise to 497.15 billion by 2025 [4][24]. - Operating revenue is expected to grow from 264.80 billion in 2022 to 300.63 billion in 2024, reflecting a positive trend in sales [4][22]. - Net profit is projected to rise from 6.47 billion in 2022 to 13.87 billion in 2024, indicating improved profitability [4][22]. Market Position and Strategy - The company holds a leading market share in core products, with a recovery in production and sales expected in 2024 [4][12]. - The establishment of an Indonesian financial company is aimed at enhancing overseas business capabilities [4][12]. - The product line is diverse, with over 30 product lines, primarily in earth-moving machinery, which constitutes about 60% of revenue [12][13]. Operational Strengths - The company has a robust sales network, with over 143 authorized dealers in China and more than 1,300 sales outlets globally [16][17]. - The international sales revenue has increased significantly, accounting for over 50% of total sales, with a focus on high-growth regions [16][17]. - The company has implemented various cost-reduction measures, contributing to improved operating margins and profitability [20][21]. Risks and Challenges - The company faces risks related to accounts receivable and inventory levels, which require close monitoring to ensure cash flow stability [4][15][23]. - There are potential liabilities associated with financing leases and overseas operations that could impact overall credit status [4][15][23]. - The engineering machinery industry is currently experiencing a slow recovery, with demand still constrained by insufficient effective demand [10][11].

Core Viewpoint - The company aims to become a "global leading provider of equipment and technology solutions" while enhancing its brand image and internet operations through various strategies [1] Group 1 - The company has established a globally recognized high-value brand image [1] - Future strategies include product digitization, content scenarioization, operational popularization, and channel interconnectivity [1] - The goal is to transform product and technology advantages into perceivable user value and brand image [1]

Core Viewpoint - The company emphasizes that short-term stock price fluctuations are influenced by various factors but will not affect its long-term development value [1] Group 1: Company Management and Strategy - After the leadership transition, the company has achieved a smooth transition and maintains strong execution under the new board [1] - The company continues to experience a steady growth trend in its performance [1] - The company is committed to leveraging its market-oriented mechanisms, strategic vision, global framework, and 67 years of excellent corporate culture to drive continuous innovation and development [1] Group 2: Commitment to Shareholders - The company expresses confidence in delivering long-term stable growth in performance and operational results to reward shareholders and market trust [1]

证券日报网讯柳工（000528）8月1日在互动平台回答投资者提问时表示，由于海外各地区的市场需求和 工况存在差异，全球化的研发机构设置有利于加快公司产品和技术的区域适配。本地化布局是全球化战 略的核心环节之一，本地采购是出于成本优化、效率提升、供应链管理、生产协同以及风险规避的综合 考虑。印度制造基地除可满足当地市场需求外，也可出口至其他海外区域。此外，公司生产销售的产品 都是在国内研发，在印度只涉及产品应用，未进行技术输出。同时，所应用的技术也都不在国家限制、 保密的范围，因此不存在泄露技术秘密和培育本地工业能力的风险。 ...

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 ...

来源：金融界 金融界8月1日消息，有投资者在互动平台向柳 工提问：二季度末，柳工被聪明资金（北向资金）大量 抛售，减持幅度达到历史之最，传闻换届当天更是接近跌停！柳工作为上市国企，为什么正常的更换董 事长会对公司股票影响如此之大？ 公司回答表示：您好！股价的短期波动受多方面的因素影响，但不会影响公司的长期发展价值。换届 后，公司基本实现了平稳过渡，管理层在新一届董事会的带领下，仍保持了极强的执行力，业绩仍保持 稳步增长趋势，市场化机制、战略视野、全球化格局以及67年沉淀的优秀企业文化与柳工精神也将继往 开来、持续深耕并不断创新发展。公司有信心用长期稳健增长的业绩和经营成果回馈股东和市场信任。 谢谢！ ...