Market Overview - The engineering machinery sector experienced a decline of 0.36% on November 17, with Hengli Drilling leading the losses [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Stock Performance - Notable gainers in the engineering machinery sector included: - XG Group (600815) with a closing price of 4.58, up 10.10% on a trading volume of 1.6375 million shares and a turnover of 742 million yuan [1] - Tuoshan Heavy Industry (001226) closed at 40.06, up 5.17% with a trading volume of 26,800 shares and a turnover of 10.6 million yuan [1] - Huadong Heavy Machinery (002685) closed at 8.07, up 3.33% with a trading volume of 717,500 shares and a turnover of 576 million yuan [1] - Major decliners included: - Hengli Drilling Star (920942) closed at 34.92, down 3.54% with a trading volume of 22,400 shares and a turnover of 79.2463 million yuan [2] - Wantong Hydraulic (920839) closed at 45.95, down 3.32% with a trading volume of 20,200 shares and a turnover of 94.4563 million yuan [2] - Fushite (301446) closed at 30.02, down 3.29% with a trading volume of 21,200 shares and a turnover of 64.3924 million yuan [2] Capital Flow - The engineering machinery sector saw a net outflow of 95.5065 million yuan from institutional investors, while retail investors contributed a net inflow of 145 million yuan [2][3] - The capital flow for specific stocks showed: - XG Group (600815) had a net inflow of 122 million yuan from institutional investors, but a net outflow of 63.7044 million yuan from retail investors [3] - Yichuan Heavy Industry (600031) had a net inflow of 35.3733 million yuan from institutional investors, with a net outflow of 56.6568 million yuan from retail investors [3] - Aidi Precision (603638) recorded a net inflow of 16.1362 million yuan from institutional investors, but a net outflow of 17.0849 million yuan from retail investors [3]

Core Insights - The engineering machinery sector experienced a slight increase of 0.05% on November 7, with Zhongji United leading the gains [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Engineering Machinery Sector Performance - Zhongji United (605305) closed at 48.26, up 2.31% with a trading volume of 120,500 shares and a transaction value of 581 million [1] - Shantui (000680) closed at 11.30, up 1.99% with a trading volume of 291,100 shares and a transaction value of 327 million [1] - TuoShan Heavy Industry (001226) closed at 38.32, up 1.35% with a trading volume of 11,800 shares and a transaction value of approximately 44.99 million [1] - Hengli Hydraulic (601100) closed at 94.22, up 1.15% with a trading volume of 112,900 shares and a transaction value of 1.061 billion [1] - Liugong (000528) closed at 12.07, up 1.09% with a trading volume of 477,800 shares and a transaction value of 572 million [1] - Other notable performers include Tongli Co. (665GOZG) up 1.01%, Zhejiang Dingli (603338) up 0.93%, and Sany Heavy Industry (600031) up 0.64% [1] Fund Flow Analysis - The engineering machinery sector saw a net outflow of 207 million from main funds, while retail investors contributed a net inflow of 1.48 billion [2] - Speculative funds recorded a net inflow of approximately 58.98 million [2]

智通财经APP讯，拓山重工(001226.SZ)发布2025年三季度报告，前三季度，公司实现营业收入4.94亿 元，同比增长11.90%。归属于上市公司股东的净利润1652.6万元，同比增长7.76%。归属于上市公司股 东的扣除非经常性损益的净利润1407.21万元，同比增长133.62%。 ...

格隆汇10月30日丨拓山重工(001226.SZ)发布公告，2025年前三季度，实现营业收入4.94亿元，同比增加 11.90%；归属于上市公司股东的净利润1652.60万元，同比增加7.76%；归属于上市公司股东的扣除非经 常性损益的净利润1407.21万元，同比增加133.62%；基本每股收益0.22元。 ...

证券代码：001226 证券简称：拓山重工 公告编号：2025-055 一、董事会会议审议情况 （一）审议通过《2025 年第三季度报告》 与会董事认为：公司 2025 年第三季度报告真实、准确、完整反映了公司 2025 年第三季度财务状况和经营成果，不存在虚假记载、误导性陈述和重大遗漏。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。 安徽拓山重工股份有限公司 第二届董事会第十五次会议决议公告 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"）第二届董事会第十五次会 议由董事长徐杨顺先生召集，并于 2025 年 10 月 19 日以专人送达或电子邮件等 形式发出会议通知，会议于 2025 年 10 月 29 日上午 10:00 在公司会议室以现场 结合通讯方式召开，本次会议应参加董事 7 人，实际参加董事 7 人。本次董事会 的召集和召开符合《中华人民共和国公司法》及《公司章程》的规定。会议由董 事长徐杨顺先生主持，公司高级管理人员列席了本次会议。经与会董事认真审议， ...

截至发稿，拓山重工市值为27亿元。 每经头条（nbdtoutiao）——多地出现"负电价"，既然卖电"不挣钱"，为何电厂不愿停机？ （记者 胡玲） 每经AI快讯，拓山重工（SZ 001226，收盘价：36.51元）10月30日晚间发布公告称，公司第二届第十五 次董事会会议于2025年10月29日在公司会议室以现场结合通讯方式召开。会议审议了《2025年第三季度 报告》等文件。 2025年1至6月份，拓山重工的营业收入构成为：工程机械占比99.99%，其他行业占比0.01%。 ...

Group 1 - The core viewpoint of the article highlights the financial performance of Tuoshan Heavy Industry in Q3 2025, showing growth in revenue and net profit compared to the previous year [1] - The company's revenue for the first three quarters of 2025 is approximately 494 million yuan, representing a year-on-year increase of 11.9% [1] - The net profit attributable to shareholders is around 16.53 million yuan, reflecting a year-on-year increase of 7.76% [1] - Basic earnings per share are reported at 0.22 yuan, which is a year-on-year increase of 4.76% [1] Group 2 - As of the report, Tuoshan Heavy Industry has a market capitalization of 2.7 billion yuan [2]

Financial Performance - The company's operating revenue for Q3 2025 reached ¥169,602,880.50, representing a 14.87% increase year-over-year[5] - Net profit attributable to shareholders was ¥4,096,797.55, up 27.32% compared to the same period last year[5] - The net profit attributable to shareholders after deducting non-recurring gains and losses surged by 413.65% to ¥3,341,912.59[5] - Total operating revenue for the current period reached ¥494,008,750.51, an increase of 11.9% compared to ¥441,455,398.80 in the previous period[17] - Net profit for the current period was ¥16,520,559.98, representing a growth of 10.1% from ¥14,864,756.03 in the previous period[19] - Operating profit increased to ¥17,739,766.59, a rise of 6.5% compared to ¥16,658,412.58 last year[18] Cash Flow - Cash flow from operating activities showed a significant improvement, with a net amount of ¥74,565,911.42, an increase of 530.27%[9] - Cash flow from operating activities generated a net amount of ¥74,565,911.42, a significant improvement from a negative cash flow of ¥17,330,129.17 in the previous period[21] - The total cash inflow from investment activities was ¥775,151,511.57, slightly down from ¥785,381,920.94 in the previous period[21] Assets and Liabilities - Total assets at the end of the reporting period were ¥1,172,927,448.97, down 5.30% from the end of the previous year[5] - The company's total current assets decreased from 833,507,910.85 yuan to 732,003,815.09 yuan, a reduction of approximately 12.14%[13] - The total liabilities decreased from 497,676,822.38 yuan to 444,186,507.52 yuan, a reduction of approximately 10.73%[15] - The total assets decreased from 1,238,603,321.95 yuan to 1,172,927,448.97 yuan, a reduction of approximately 5.31%[15] - The company's cash and cash equivalents increased from 71,265,638.43 yuan to 99,124,645.00 yuan, an increase of approximately 39.16%[13] - The accounts receivable decreased from 336,236,990.63 yuan to 278,508,424.86 yuan, a reduction of approximately 17.14%[13] - The inventory decreased from 106,292,149.28 yuan to 93,153,659.41 yuan, a reduction of approximately 12.34%[14] Shareholder Information - The total number of common shareholders at the end of the reporting period is 10,322[10] - The largest shareholder, Xu Yangshun, holds 55.97% of the shares, totaling 41,788,377 shares[10] Earnings and Expenses - The company's basic earnings per share increased by 25.00% to ¥0.05[5] - Basic and diluted earnings per share were both ¥0.22, up from ¥0.21 in the previous period[19] - The weighted average return on equity was 0.57%, an increase of 0.12% compared to the previous year[5] - The company reported a 120.52% increase in financial expenses, totaling ¥4,095,608.84, primarily due to reduced fiscal interest subsidies[9] - Investment income decreased by 34.72% to ¥2,390,861.05, attributed to reduced financial returns and losses from subsidiary disposals[9] - Research and development expenses increased to ¥15,265,043.75, reflecting a rise from ¥14,809,258.18 in the prior period[18] - The company reported a decrease in financial expenses to ¥4,095,608.84 from ¥1,857,292.17 in the previous period, with interest expenses rising to ¥3,807,858.16 from ¥1,606,711.41[18]

Group 1 - Sanwang Communication plans to repurchase shares worth 20-40 million yuan for employee stock incentive plans [1] - Ankrui reported a net profit of 192 million yuan for the first three quarters, a year-on-year increase of 21.31% [1] - Taishan Petroleum's net profit for the first three quarters reached 113 million yuan, up 112.32% year-on-year [1] - Zhejiang Xiantong achieved a net profit of 152 million yuan for the first three quarters, a 17.4% increase year-on-year [1] Group 2 - Xuanji Information reported a net loss of 173 million yuan for the first three quarters [1] - Mailande's net profit slightly decreased by 0.07% to 96 million yuan for the first three quarters [1] - Tengjing Technology's subsidiary received a sales order worth 87.61 million yuan [1] Group 3 - Hotgen Biotech's affiliate achieved positive results in Phase Ib clinical trials for the innovative drug SGC001 [1] - Zhongyan Dadi won a bid for a sports project in Beijing worth 74.04 million yuan [1] - Henghui Security's net profit decreased by 12.85% to 81.98 million yuan for the first three quarters [1] Group 4 - Xiongdi Technology's net profit increased by 71.16% to 18.38 million yuan for the first three quarters [1] - Meilixin reported a net loss of 215 million yuan for the first three quarters [1] - Haichen Pharmaceutical's net profit grew by 16.22% to 32.68 million yuan for the first three quarters [1] Group 5 - Qiaoyuan Co. reported a net profit of 181 million yuan for the first three quarters, a 40.54% increase year-on-year [1] - Fuda Co. achieved a net profit of 221 million yuan for the first three quarters, up 83.27% year-on-year [1] - Xianggang Technology's net profit surged by 186.19% to 95.47 million yuan for the first three quarters [1] Group 6 - ST Nanchuan received a restriction order from the court due to a financial dispute [1] - Changyou Technology announced the dismissal of two vice presidents [1] - Haoyuan Automotive received a project confirmation for an automatic parking system worth 576 million yuan [1] Group 7 - Jiuzhou Biotech obtained a medical device registration certificate for a diagnostic kit [1] - Shihua Machinery signed an investment intention letter for a subsidiary's capital increase [1] - Zhuhai Mian Group plans to transfer 100% equity of Gree Real Estate [1] Group 8 - Dalian Heavy Industry reported a net profit of 490 million yuan for the first three quarters, a 23.97% increase year-on-year [1] - Haimeng Data reported a net loss of 75.43 million yuan for the first three quarters [1] - Feilong Co. achieved a net profit of 287 million yuan for the first three quarters, a 7.54% increase year-on-year [1] Group 9 - Kaipu Testing reported a net profit of 57.84 million yuan for the first three quarters, a 3.34% increase year-on-year [1] - Ganyue Express signed a strategic cooperation agreement with a major energy company [1] - Tuoshan Heavy Industry's controlling shareholder plans to reduce its stake by 2.82% [1] Group 10 - Yiatong's shareholder plans to reduce its stake by 1% [1] - Weishi Electronics reported a net profit of 24.29 million yuan for the first three quarters, a 22.59% decrease year-on-year [1] - Shensi Electronics won a bid for a data space construction project worth 161 million yuan [1] Group 11 - Xiechuang Data plans to purchase server assets worth up to 4 billion yuan [1] - Shandong Express's controlling shareholder plans to transfer 7% of its shares [1] - ST Huapeng's subsidiary received a government subsidy of 4.65 million yuan [1] Group 12 - Jieqiang Equipment's shareholder plans to reduce its stake by 1% [1] - China Jushi reported a net profit of 2.568 billion yuan for the first three quarters, a 67.51% increase year-on-year [1] - ST Fanli reported a net loss of 44.78 million yuan for the first three quarters [1] Group 13 - Xiyu Tourism reported a net profit of 98.58 million yuan for the first three quarters, a 14.51% decrease year-on-year [1] - Abison reported a net profit of 185 million yuan for the first three quarters, a 57.33% increase year-on-year [1] - Huayan Precision reported a net profit of 70.76 million yuan for the first three quarters, a 31.07% increase year-on-year [1] Group 14 - Jiangling Motors reported a net profit of 74.9 million yuan for the first three quarters, a 35.76% decrease year-on-year [1]

Group 1 - The controlling shareholder and actual controller of Tuoshan Heavy Industry, Xu Yangshun, plans to reduce his shareholding by up to 2,100,000 shares, which is 2.82% of the total share capital, within three months starting from November 13, 2025 [1] - The reduction will occur through two methods: a maximum of 700,000 shares (0.94% of total share capital) via centralized bidding and up to 1,400,000 shares (1.88% of total share capital) through block trading [1] - Xu Yangshun currently holds 41,788,377 shares, representing 55.97% of the company's total share capital [2] Group 2 - Based on the closing price of 39.09 yuan on October 21, the maximum amount Xu Yangshun could raise from the share reduction is approximately 82.09 million yuan [3] - Tuoshan Heavy Industry was listed on the Shenzhen Stock Exchange on June 22, 2022, with an initial public offering of 18,666,700 shares at a price of 24.66 yuan per share, raising a total of 460.32 million yuan [3] - The net proceeds from the IPO amounted to 402.04 million yuan, which are intended for the construction of intelligent production lines, a research and development center, and to supplement working capital [3]