Investment Rating - The report maintains a "Recommended" investment rating for the mechanical industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [6]. Core Insights - The mechanical industry is experiencing steady growth, particularly in the low-altitude economy sector, supported by government policies and initiatives aimed at promoting technology development and application [3][4]. - The report highlights the competitive advantages of domestic leading enterprises in the export sector, suggesting a positive outlook for the engineering machinery industry [3]. - Recent economic data indicates a 4.3% year-on-year increase in industrial added value in Shenzhen, with significant growth in general equipment manufacturing and high-tech product output [25][26]. Weekly Market Review - From July 27 to August 1, 2025, the Shanghai Composite Index fell by 0.94%, while the ShenZhen Component Index and the ChiNext Index decreased by 1.58% and 0.74%, respectively. The Shenwan Mechanical Equipment Index declined by 0.76%, outperforming the CSI 300 Index by 0.99 percentage points, ranking 9th among 31 Shenwan first-level industries [11]. - The sub-sectors within the mechanical equipment industry showed varied performance, with general equipment down by 0.94%, specialized equipment up by 0.66%, and engineering machinery down by 1.68% [11][14]. Key Sector Tracking - The low-altitude economy sector is receiving strong policy support, with initiatives from the Ministry of Industry and Information Technology aimed at accelerating the development and application of drone technology [3]. - The mechanical equipment sector is also benefiting from constructive discussions between China and the U.S. regarding trade relations, which may lead to a favorable export environment for domestic companies [3]. Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and WanFeng Aowei [4]. - In the mechanical equipment sector, suggested companies include Sany Heavy Industry, XCMG, and Anhui Heli for engineering machinery, and Huazhong CNC and Kede CNC for industrial mother machines [4].

Group 1 - The stock of Anhui Tuoshan Heavy Industry Co., Ltd. experienced abnormal trading fluctuations for three consecutive trading days on July 30, 2025, which is in accordance with the Shenzhen Stock Exchange's regulations on abnormal stock trading [1] - The company's board of directors conducted verification regarding the stock's trading fluctuations and confirmed that there is no undisclosed significant information or major matters under planning [1][2] - The board also stated that there are no undisclosed matters that should be disclosed according to the Shenzhen Stock Exchange's listing rules, and previous disclosures do not require correction or supplementation [1]

Core Viewpoint - The news highlights various companies' recent activities, including share buybacks, acquisitions, refinancing, and operational updates, indicating a mixed performance across different sectors. Group 1: Company Performance and Activities - Angli Kang currently has only one innovative drug project under research [1] - Sany Heavy Industry has repurchased a total of 72.6792 million shares, with a total payment of 1.355 billion yuan [3] - Mingpu Guangmi plans to acquire 60% of Shenzhen ABB Electric Transportation Technology Co., Ltd. for approximately 118 million yuan [3] - Jinlang Technology has received approval from the Shenzhen Stock Exchange for issuing convertible bonds to unspecified investors [3] - Guangan Aizhong expects to reduce its net profit attributable to shareholders by approximately 39.38 million yuan due to the implementation of low valley period electricity pricing policy [4] Group 2: Clinical Research and Legal Issues - Watson Bio's clinical research application for a respiratory syncytial virus mRNA vaccine has been accepted [5] - ST Pava's co-actual controller and director Zhang Bao is under investigation by public security for suspected embezzlement [5] Group 3: Production and Sales Updates - Qixiang Tengda has resumed production at its 300,000 tons/year propylene oxide facility [6] - Gold Open New Energy's subsidiary has completed the overall delivery of the first phase of a computing power cluster [7] - SAIC Motor's vehicle sales in July reached 337,500 units, a year-on-year increase of 34.2% [9] - BAIC Blue Valley's July sales decreased by 6.38% year-on-year [9] Group 4: Shareholder Actions and Corporate Changes - Shareholders of various companies, including Xu Huigong of Fangda Special Steel and employees of United Imaging Healthcare, plan to reduce their holdings by up to 1% to 5.98% [9] - Jiachuan Vision's controlling shareholder is planning a change in company control, leading to a stock suspension [9] - Jinshi Technology intends to publicly transfer 100% equity of its wholly-owned subsidiary Hunan Jinshi [9] - Liying Intelligent Manufacturing's restructuring matter will be reviewed by the Shenzhen Stock Exchange on August 8 [9] - Chip Guide Technology plans to acquire 100% of Jishun Technology and 17.15% of Shunlei Technology [9] Group 5: Name Changes and Pricing Adjustments - Danhua Technology will change its stock name to Jinmei Technology starting August 7 [10] - Leshan Electric Power expects an increase in gas sales gross profit of approximately 2.7 million yuan for the year 2025 due to price adjustments [10]

Group 1 - The company,拓山重工, announced on August 3 that its stock price has deviated by more than 20% over three consecutive trading days, indicating abnormal trading fluctuations [1] - The company's recent operational situation remains normal, with no significant changes in the internal and external operating environment [1]

Core Viewpoint - The stock of Tuoshan Heavy Industry (001226.SZ) has experienced a significant price drop, with a cumulative decline of over 20% over three consecutive trading days, prompting an announcement regarding abnormal trading fluctuations [1] Group 1: Company Response to Stock Price Fluctuations - The company confirmed that there are no undisclosed significant matters that should have been reported according to the Shenzhen Stock Exchange regulations [2] - The board of directors stated that the company's recent operational situation is normal and that there have been no significant changes in the internal or external operating environment [1][2] - The company conducted a self-examination and found no undisclosed major matters related to the company, nor any significant matters in the planning stage [1] Group 2: Shareholder and Management Actions - During the period of abnormal stock price fluctuations, the controlling shareholder and actual controller did not engage in buying or selling the company's stock [1]

Core Viewpoint - The stock of Tuoshan Heavy Industry (001226.SZ) has experienced a significant price drop, with a cumulative decline exceeding 20% over three consecutive trading days, prompting an announcement regarding abnormal trading fluctuations [1] Group 1 - The company confirmed that there are no undisclosed significant matters that should have been disclosed according to the Shenzhen Stock Exchange's regulations [2] - The board of directors stated that the company's recent operational situation is normal, and there have been no significant changes in the internal and external operating environment [1][2] - The company and its major shareholders did not engage in any trading of the company's stock during the period of abnormal price fluctuations [1]

证券代码：001226 证券简称：拓山重工 公告编号：2025-040 安徽拓山重工股份有限公司 关于股票交易异常波动的公告 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。 一、股票交易异常波动情况介绍 安徽拓山重工股份有限公司（以下简称"拓山重工"或"公司"）股票（证 券简称：拓山重工，证券代码：001226）连续三个交易日（2025 年 7 月 30 日、 2025 年 7 月 31 日、2025 年 8 月 1 日）收盘价格跌幅偏离值累计超过 20%，根据 《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动情况。 二、公司关注及核实情况说明 针对公司股票交易异常波动，公司董事会对公司、控股股东及实际控制人就 相关事项进行了核实，现就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 5、经核查，公司控股股东、实际控制人在股票交易异常波动期间不存在买 卖公司股票的情形。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据深交所《股票上市规则》等有 关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈 ...

证券代码：001226 证券简称：拓山重工 公告编号：2025-038 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。 二、审批程序 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》。监事会发表了同意的书面审核意见、保荐机 构就该事项进行了核查并出具了同意的核查意见。本次使用闲置募集资金进行现金管理 的额度和期限均在审批范围内，无需另外提交董事会、股东大会审议。 三、投资风险及风险控制措施 （一）投资风险 1、公司此次投资的现金管理方式属于安全性高、流动性好、风险等级低的保本浮动 收益型投资产品，但金融市场受宏观经济的影响较大，公司也将根据经济形势以及金融 市场的变化适时适量的介入，但不排除该项投资受到市场波动的影响，导致投资收益未 达预期。 2、相关工作人员的操作和监控风险。 安徽拓山重工股份有限公司（以下简称 ...

Group 1 - The stock of Tuoshan Heavy Industry fell by 9.97% today, with a turnover rate of 32.25% and a trading volume of 448 million yuan, showing a fluctuation of 10.98% [2] - The stock was listed on the Dragon and Tiger list due to a daily turnover rate of 32.25% and a daily decline deviation of -8.58%, with a net selling amount of 2.16 million yuan from brokerage seats [2] - The top five brokerage seats on the list had a total transaction amount of 73.44 million yuan, with a buying amount of 35.64 million yuan and a selling amount of 37.80 million yuan, resulting in a net selling of 2.16 million yuan [2] Group 2 - The largest buying brokerage was Xiangcai Securities with a purchase amount of 6.57 million yuan, while the largest selling brokerage was Guoxin Securities with a selling amount of 7.66 million yuan [2] - Over the past six months, the stock has appeared on the Dragon and Tiger list seven times, with an average price drop of 1.63% the day after being listed and an average drop of 4.08% in the following five days [2] - The stock experienced a net outflow of 10.24 million yuan in main funds today, with a significant outflow of 6.66 million yuan from large orders and 3.58 million yuan from big orders, totaling a net outflow of 265 million yuan over the past five days [2]

New Stock Listings - HanGao Group listed on July 30, 2025, with an issue price of 15.43[1] - *ST Zitian and *ST Suwu are under severe abnormal fluctuations as of July 30, 2025[1] - Tianlu Convertible Bonds listed on July 30, 2025, with a risk warning[1] Market Alerts - Multiple stocks including *ST Xinchao and *ST Yuancheng are flagged for severe abnormal fluctuations on July 30, 2025[1] - New listings include companies like Xianghe Precision and Shenshui Planning, with announcements made on July 30, 2025[1] - The report includes links to detailed announcements for each stock, ensuring transparency and accessibility for investors[1] Trading Insights - The report highlights the importance of monitoring newly listed stocks for potential volatility and investment opportunities[1] - Investors are advised to review the latest announcements and risk warnings associated with these stocks to make informed decisions[1]