登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000821 证券简称：ST京机 公告编号：2026-07 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、误导性陈述或者重大 遗漏。 湖北京山轻工机械股份有限公司（以下简称"公司"）于2025年10月23日召开十一届董事会第十二次会 议、十一届监事会第十二次会议，审议通过了《关于回购股份方案暨取得回购专项贷款承诺函的议 案》，同意公司用不低于人民币6,850万元（含），且不超过人民币13,700万元（含）的自有资金及股票 回购专项贷款回购公司已发行的境内上市人民币普通股（A股），回购的股份将全部用于股权激励或员 工持股计划,回购股份价格不超过人民币19.00元/股（含）,自董事会审议通过回购股份方案之日起不超 过12个月。具体内容详见公司于2025年10月25日在《证券时报》《中国证券报》《上海证券报》《证券 日报》和巨潮资讯网（www.cninfo.com.cn）上公告的《关于回购股份方案暨取得回购专项贷款承诺函 的公告》（公告编号：2025-32）。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第9号 ...

格隆汇2月2日丨ST京机(000821.SZ)公布，截至2026年1月31日，公司通过回购专用证券账户以集中竞价 交易方式实施回购股份，回购股份数量为1,977,500股，占公司目前总股本比例为0.32%，最高成交价为 13.64元/股，最低成交价为12.22元/股，合计支付的总金额为25,292,006.00元（不含交易费用）。回购价 格未超过回购股份方案中规定的回购价格上限，本次回购股份符合公司回购方案要求。 ...

湖北京山轻工机械股份有限公司 J.S. Corrugating Machinery Co., Ltd. Stock Code : 000821 证券代码：000821 证券简称：ST京机 公告编号：2026-07 湖北京山轻工机械股份有限公司 关于回购公司股份进展的公告 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、误导性陈述或者重大遗漏。 湖北京山轻工机械股份有限公司（以下简称"公司"）于 2025 年 10 月 23 日召开十一届董事会第十二次会议、十一届监事会第十二次会议，审议通过了《关 于回购股份方案暨取得回购专项贷款承诺函的议案》，同意公司用不低于人民币 6,850 万元（含），且不超过人民币 13,700 万元（含）的自有资金及股票回购 专项贷款回购公司已发行的境内上市人民币普通股（A 股），回购的股份将全部 用于股权激励或员工持股计划,回购股份价格不超过人民币 19.00 元/股（含）, 自董事会审议通过回购股份方案之日起不超过 12 个月。具体内容详见公司于 2025 年 10 月 25 日在《证券时报》《中国证券报》《上海证券报》《证券日报》 和巨潮资讯网（www ...

Core Viewpoint - The low-altitude economy sector is showing mixed results for 2025, with 22 companies expected to be profitable while another 22 are projected to incur losses, indicating a significant divergence in performance within the industry [3]. Performance Forecast Summary Profit Growth - 11 companies are expected to report profit increases, with notable projections including: - Xinzhi Group (002664.SZ) and Shangluo Electronics (300975.SZ) anticipating several-fold increases in net profit [4]. - Weihai Guangtai (002111.SZ), Tongyu Heavy Industry (300185.SZ), and Guangyang Co. (002708.SZ) expecting over 50% growth in net profit [4]. - Wan Feng Aowei (002085.SZ) and Zongshen Power (001696.SZ) also forecasted net profit growth [4]. Losses - 22 companies are projected to incur losses, with several notable cases: - Zhongtian Rocket (003009.SZ) and Andavil (300719.SZ) have shifted from profit to loss [7]. - Haige Communication (002465.SZ) is investing heavily in R&D, leading to increased costs and a projected loss [7]. - Companies like Aerospace Power (600343.SH) and Sihua Electronics (600990.SH) are also expected to continue reporting losses [8]. Industry Insights - The low-altitude economy's contribution to overall profits remains limited, with most revenue still coming from aircraft manufacturing and infrastructure construction [3]. - Companies like Wan Feng Aowei are leveraging their low-altitude business to drive profit growth, supported by strong orders in general aviation aircraft manufacturing and strategic acquisitions [5]. - The industry is witnessing a shift towards commercial applications of low-altitude technologies, with companies preparing for a significant commercialization phase in 2026 [9][10]. Strategic Developments - Companies are increasingly focusing on integrating low-altitude infrastructure and management platforms, as seen with Suzhou Keda's strategic investments in civil aviation infrastructure [11]. - The emphasis on R&D and market expansion in emerging fields like low-altitude economy is evident, with companies aiming to enhance their competitive edge through innovative solutions [7][11].

Core Insights - The article highlights the recent institutional investor research activities involving 113 listed companies, with notable stock performance from companies like Kewen Technology and Hason Co., which saw increases exceeding 30% [3]. Group 1: Shanghai Bank - Shanghai Bank received the highest number of institutional investor visits last week, with 75 institutions participating, focusing on the bank's credit deployment plans for the new year [5]. - The bank's management indicated an improvement in the quantity and quality of its "New Year Red" credit projects, particularly in retail credit, emphasizing housing and automotive sectors [5]. - The bank anticipates a slight decline in net interest margin due to expected decreases in both loan and deposit pricing, influenced by market competition and the ongoing repricing of existing assets [5]. Group 2: Tainkang - Tainkang was visited by 57 institutional investors, with a focus on its upcoming product approvals and commercialization strategies [7]. - The company announced significant revenue targets for 2026-2028, aiming for 1 billion, 1.5 billion, and 2 billion respectively, with profit targets of 300 million, 500 million, and 800 million [7][8]. - Tainkang plans to leverage existing products and new approvals to achieve substantial revenue growth, particularly with its unique formulations expected to dominate the market [8]. Group 3: Bee Assistant - Bee Assistant also received 57 institutional visits, with a focus on its developments in AI applications and commercial aerospace [8]. - The company is positioning itself in the aviation internet sector, aiming to enhance communication services and follow advancements in low-orbit satellite technology [8]. Group 4: ST Jingji - ST Jingji engaged with 48 institutional investors, reporting significant breakthroughs in the North American market as a core equipment supplier for photovoltaic components [10]. - The company is preparing for advancements in space photovoltaic technology, having made technical reserves in response to emerging opportunities in this field [10][11]. - ST Jingji emphasizes the importance of lightweight and flexible solar technology for space applications, aligning its R&D efforts with these requirements [11].

整体而言，公司在钙钛矿设备领域已与多类头部客户建立了实质性合作，并在研发协同、中试验证及本 地化服务等方面持续深化布局。 格隆汇1月30日丨ST京机(000821.SZ)近日接受特定对象调研时表示，公司在钙钛矿设备领域的核心客户 主要可归纳为以下几类。第一类是具备强大资本实力或融资能力的大型企业，公司一直在与其保持密切 的业务合作和技术交流；第二类是传统光伏龙头企业，这些企业原本就是我司晶硅设备的重要客户，合 作自然延伸至钙钛矿设备领域。目前，这类客户主要关注钙钛矿技术在晶硅电池领域的补充性应用。 ...

格隆汇1月30日丨ST京机(000821.SZ)近日接受特定对象调研时表示，公司在北美市场取得显著突破，已 成为该市场核心设备供应商。截至当前，公司已向多个客户在北美市场成功交付光伏组件设备。竞争优 势主要体现在：1) 高市场占有率：组件流水线及层压机设备在当地拥有较高市场份额；2) 本地化服 务：在美国设有技术服务中心和仓库，提供快速的售后支持和备件服务；3) 客户结构多元：客户既包 括在美设厂的中资企业，也包括世界500强企业及当地知名的光伏厂商。 ...

整体而言，公司在钙钛矿设备领域已与多类头部客户建立了实质性合作，并在研发协同、中试验证及本 地化服务等方面持续深化布局。 格隆汇1月30日丨ST京机(000821.SZ)近日接受特定对象调研时表示，公司在钙钛矿设备领域的核心客户 主要可归纳为以下几类。第一类是具备强大资本实力或融资能力的大型企业，公司一直在与其保持密切 的业务合作和技术交流；第二类是传统光伏龙头企业，这些企业原本就是我司晶硅设备的重要客户，合 作自然延伸至钙钛矿设备领域。目前，这类客户主要关注钙钛矿技术在晶硅电池领域的补充性应用。 ...

格隆汇1月30日丨ST京机(000821.SZ)近日接受特定对象调研时表示，公司在北美市场取得显著突破，已 成为该市场核心设备供应商。截至当前，公司已向多个客户在北美市场成功交付光伏组件设备。竞争优 势主要体现在：1) 高市场占有率：组件流水线及层压机设备在当地拥有较高市场份额；2) 本地化服 务：在美国设有技术服务中心和仓库，提供快速的售后支持和备件服务；3) 客户结构多元：客户既包 括在美设厂的中资企业，也包括世界500强企业及当地知名的光伏厂商。 ...

Group 1: Company Overview and Business Segments - The company operates in three main business segments: photovoltaic equipment, lithium battery equipment, and packaging machinery, each showing different performance trends in 2025 [4] - Photovoltaic equipment faced revenue pressure due to industry cyclicality but maintained a strong global market position, particularly with significant breakthroughs in the North American market [4] - Lithium battery equipment benefited from surging energy storage demand, achieving record-high orders with production capacity scheduled until 2027 [4] - Packaging machinery demonstrated stable operations with a high proportion of overseas revenue, contributing consistently to profits [4] Group 2: Technology and Product Adaptability - The production processes and technical standards for photovoltaic modules are relatively uniform, allowing for high compatibility with various battery cell technologies [4] - The company’s equipment, including laminators and intelligent production lines, can seamlessly integrate with different battery cell manufacturing processes [4] - The company has established substantial cooperation with leading clients in the perovskite equipment sector, focusing on R&D collaboration and localized services [5] Group 3: Market Position and Competitive Advantages - The company has become a core supplier in the North American photovoltaic equipment market, successfully delivering equipment to multiple clients [6] - Competitive advantages include a high market share in local component production lines, localized service centers for rapid support, and a diverse customer base including both Chinese enterprises and global Fortune 500 companies [6] Group 4: Future Outlook and Strategic Initiatives - The company is one of the earliest in China to focus on the R&D and industrialization of perovskite technology, with ongoing preparations for future applications in space photovoltaics [5] - The delivery cycle for perovskite equipment is approximately six months, with a controlled ramp-up period post-delivery, allowing for optimized equipment and process matching [6]