9月26日，拓山重工涨5.14%，截至发稿，报40.50元/股，成交1.13亿元，换手率8.48%，总市值30.24亿 元。 资料显示，安徽拓山重工股份有限公司位于安徽省宣城市广德经济开发区桐汭大道，成立日期2011年5 月23日，上市日期2022年6月22日，公司主营业务涉及工程机械零部件及总成研发、设计、生产、销售 与服务。主要产品包括链轨节、销套、支重轮、销轴以及制动装置系列等,主要应用于工程机械领域,对 工程机械设备的工作性能和行动性能具有关键作用。主营业务收入构成为：工程机械零部件93.48%， 废料6.47%，其他0.04%。 中信保诚多策略混合(LOF)A（165531）基金经理为江峰、王颖。 截至发稿，江峰累计任职时间5年167天，现任基金资产总规模57.82亿元，任职期间最佳基金回报 122.64%， 任职期间最差基金回报1.9%。 王颖累计任职时间8年225天，现任基金资产总规模61.76亿元，任职期间最佳基金回报55.43%， 任职期 间最差基金回报-8.42%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标 ...

Group 1 - Huadian Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange [2] - Cisco Ray's 2022 annual report was found to have inflated revenue by 9.96 million and profit by 7.0054 million, leading to penalties and a change in stock name to ST Cisco Ray [3] - Tianpu Co., Ltd. experienced a 245.20% increase in stock price over 13 consecutive trading days, indicating a risk of rapid decline [4] - ST New Power is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [6] - Baoli International intends to invest in semiconductor testing equipment company Hongtai Technology, acquiring 1%-3% equity [7] - Ankai Micro plans to invest 20 million yuan to acquire 4% equity in Shiqi Future, focusing on smart vision technology [8] Group 2 - SF Holding reported a revenue of 24.787 billion yuan in August, a year-on-year increase of 7.86% [9] - Various companies are involved in share transfers, including Guangli Micro and *ST Tianlong, with plans for significant asset restructuring [11] - Xinwangda's subsidiary aims to establish a storage industry fund with professional investment institutions [12] - Several companies are planning share repurchases, including Shunhao Co. and Lingyun Optics, with adjustments to repurchase plans [18]

Group 1: Financial Performance - The company's total operating revenue for the first half of 2025 reached 324.41 million CNY, a year-on-year increase of 10.42% [1] - Net profit attributable to shareholders was 12.43 million CNY, with a year-on-year growth of 2.56% [1] - The net profit excluding non-recurring gains and losses increased by 99.71%, amounting to 10.73 million CNY [1][2] Group 2: Cash Flow Management - The net cash flow from operating activities for the first half of 2025 was 55.25 million CNY, representing a year-on-year increase of 950.39% [2] - Measures to improve cash flow include timely collection of receivables, changing payment methods with clients, and increasing the share of export sales [2] Group 3: Shareholder Structure - As of the end of the first half of 2025, 7 new shareholders entered the top ten circulating shareholders, while several original shareholders exited [2] - The change in shareholder structure is attributed to natural market investment behavior and does not indicate significant adjustments in the company's fundamentals or development strategy [2]

Market Overview - On September 15, the engineering machinery sector rose by 0.7% compared to the previous trading day, with Changling Hydraulic leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - Key stocks in the engineering machinery sector showed varied performance, with notable gainers including: - Changling Hydraulic: Closed at 47.46, up 6.27% with a trading volume of 65,800 shares and a turnover of 310 million yuan [1] - Tuoshan Heavy Industry: Closed at 40.61, up 5.59% with a trading volume of 49,600 shares and a turnover of 197 million yuan [1] - Weiman Sealing: Closed at 38.86, up 5.43% with a trading volume of 128,500 shares and a turnover of 490 million yuan [1] - Conversely, some stocks experienced declines, such as: - Hengli Drill Tools: Closed at 43.37, down 2.76% with a trading volume of 22,600 shares and a turnover of 97.64 million yuan [2] - Fushite: Closed at 27.84, down 2.73% with a trading volume of 24,700 shares and a turnover of 70.44 million yuan [2] Capital Flow - The engineering machinery sector saw a net outflow of 205 million yuan from main funds, while retail investors contributed a net inflow of 266 million yuan [2][3] - Specific stock capital flows indicated: - Liugong: Main funds net inflow of 64.71 million yuan, with retail funds net outflow of 28.77 million yuan [3] - Hengli Hydraulic: Main funds net inflow of 64.11 million yuan, with retail funds net outflow of 28.22 million yuan [3] - Zhonglian Heavy Industry: Main funds net inflow of 58.49 million yuan, with retail funds net outflow of 14.21 million yuan [3]

Group 1 - The core viewpoint of the news is that拓山重工 has seen a significant increase in its stock price, rising by 5.02% to 40.39 CNY per share, with a trading volume of 1.24 billion CNY and a turnover rate of 9.28%, leading to a total market capitalization of 30.16 billion CNY [1] - 安徽拓山重工股份有限公司, established on May 23, 2011, and listed on June 22, 2022, specializes in the research, design, production, sales, and service of engineering machinery parts and assemblies [1] - The main business revenue composition of the company includes 93.48% from engineering machinery parts, 6.47% from waste materials, and 0.04% from other sources [1] Group 2 - 诺安多策略混合A (320016) has entered the top ten circulating shareholders of 拓山重工, holding 366,800 shares, which accounts for 1.96% of the circulating shares, with an estimated floating profit of approximately 707,900 CNY [2] - The fund has achieved a return of 60.93% this year, ranking 449 out of 8,246 in its category, and a return of 120.91% over the past year, ranking 254 out of 8,054 [2] Group 3 - The fund managers of 诺安多策略混合A are 孔宪政 and 王海畅, with cumulative management tenures of 4 years and 3 years respectively [3] - 孔宪政 has managed a total fund size of 46.07 billion CNY, achieving a best return of 75.48% and a worst return of -16.74% during his tenure [3] - 王海畅 manages a total fund size of 25.29 billion CNY, with a best return of 63.13% and a worst return of -18.8% during his tenure [3]

Investment Rating - The report maintains a "Positive" investment rating for the mechanical equipment industry [6]. Core Insights - The mechanical equipment industry experienced a year-on-year revenue growth of 7.64% in Q2 2025, with a narrowing growth rate compared to the previous quarter. Key segments with accelerated revenue growth include wind power equipment, PCB(A), shipbuilding, lithium battery equipment, and instruments [13][18]. - The industry saw a year-on-year increase in net profit excluding non-recurring items of 16.22% in Q2 2025, with wind power and lithium battery equipment showing accelerated growth. The shipbuilding sector led with a 106% year-on-year increase, although this was affected by a low base [18][31]. - The overall profitability of the mechanical equipment industry strengthened in Q2 2025, with notable performance in the shipbuilding, railway equipment, and oil and gas equipment sectors [31]. Summary by Sections Overall Mechanical Equipment Overview - The mechanical equipment industry reported a year-on-year revenue growth of 7.64% in Q2 2025, with revenue growth accelerating in specific segments [13]. - The net profit excluding non-recurring items grew by 16.22% year-on-year, with wind power and lithium battery equipment leading the growth [18]. - The industry’s net profit margin increased by 0.38 percentage points year-on-year in Q2 2025, indicating improved profitability across various segments [25]. Subsector Performance - The engineering machinery sector saw a revenue increase of 8.7% in H1 2025, driven by strong overseas sales and diversified business contributions [44]. - Major companies in the engineering machinery sector, such as SANY Heavy Industry and XCMG, reported significant revenue growth, with SANY achieving a 15% increase year-on-year in H1 2025 [41][44]. - The overall net profit for the engineering machinery sector reached 161 billion yuan in H1 2025, reflecting a 25.1% year-on-year increase, with profit growth outpacing revenue growth [45].

北京市天元律师事务所 关于安徽拓山重工股份有限公司 2025 年第一次临时股东会的法律意见 见出具日以前已经发生或者存在的事实，严格履行了法定职责，遵循了勤勉尽责 和诚实信用原则，进行了充分的核查验证，保证本法律意见所认定的事实真实、 准确、完整，所发表的意见合法、准确，不存在虚假记载、误导性陈述或者重大 遗漏，并承担相应法律责任。 本所及经办律师同意将本法律意见作为本次股东会公告的法定文件，随同其 他公告文件一并提交深圳证券交易所（以下简称"深交所"）予以审核公告，并 依法对出具的法律意见承担责任。 本所律师按照律师行业公认的业务标准、道德规范和勤勉尽责精神，对公司 提供的文件和有关事实进行了核查和验证，并出具法律意见如下： 一、本次股东会的召集、召开程序 京天股字（2025）第 603 号 致：安徽拓山重工股份有限公司 安徽拓山重工股份有限公司（以下简称"公司"）2025 年第一次临时股东会 （以下简称"本次股东会"）采取现场投票与网络投票相结合的方式召开，其中现 场会议于 2025 年 9 月 12 日 14:30 在安徽省宣城市广德经济开发区桐汭大道安徽 拓山重工股份有限公司会议室召开。北京市天元律师 ...

证券代码：001226 证券简称：拓山重工 公告编号：2025-052 安徽拓山重工股份有限公司 2025 年第一次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会无否决提案的情况； 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、会议召开时间： （1）现场会议召开的时间：2025 年 9 月 12 日（周五）下午 14:30 司股东大会规则》、《深圳证券交易所股票上市规则》等相关法律、法规、规 范性文件及《公司章程》的规定。 （二）会议出席情况 1、股东出席的总体情况：通过现场和网络投票的股东 39 人，代表股份 56,075,800 股，占公司有表决权股份总数的 75.1015%。 其中：通过现场投票的股东 4 人，代表股份 56,000,000 股，占公司有表决 权股份总数的 75.0000%。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为 2025 年 9 月 12 日上午 9:15—9:25，9:30—11:30，下午 ...

证券代码：001226 证券简称：拓山重工 公告编号：2025-051 安徽拓山重工股份有限公司 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。 为进一步加强与投资者的互动交流，安徽拓山重工股份有限公司（以下简称 "公司"）将参加由安徽证监局指导，安徽上市公司协会与深圳市全景网络有限 公司联合举办的"2025 年安徽上市公司投资者网上集体接待日"，现将相关事项 公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 9 月 15 日（周一）15:00-17:00。届时 公司高管将在线就公司业绩、公司治理、发展战略、经营状况、融资计划、股权 激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投 资者踊跃参与！ 特此公告！ 安徽拓山重工股份有限公司董事会 二〇二五年九月十二日 关于参加 2025 年安徽辖区上市公司投资者 网上集体接待日活动的公告 ...

证券代码：001226 证券简称：拓山重工 公告编号：2025-050 安徽拓山重工股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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。 安徽拓山重工股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日召开第二届 董事会第十二次会议、第二届监事会第十二次会议，2025 年 5 月 15 日召开 2024 年年度 股东大会，会议审议通过了《关于使用闲置募集资金及自有资金进行现金管理的议案》， 同意公司在确保不影响募集资金投资项目建设和正常经营的情况下，使用总额不超过 20,000.00 万元（含本数）的闲置募集资金和总额不超过 10,000.00 万元（含本数）的 自有资金进行现金管理，前述现金管理额度由公司及子公司共享，使用期限自股东大会 审议通过之日起一年内有效。在上述额度及期限内，资金可以循环滚动使用。 具体内容详见公司分别于 2025 年 4 月 23 日、5 月 16 日在《证券日报》《证券时报》 《中国证券报》《上海证券报》及巨潮资讯网（www.cninfo.com.cn）上披露的 ...