证券代码：001226 证券简称：拓山重工 公告编号：2025-041 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 ...

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 - Gao Ling Information announced that three shareholders plan to reduce their holdings by a total of up to 2.42% of the company's shares due to personal funding needs [1] - The shareholders include Zhuhai Hengqin New Area Zixiao Investment Partnership, Zhuhai Hengqin New Area Qucheng Investment Partnership, and Zhuhai Huajin Lingyue Intelligent Manufacturing Industry Investment Fund [1] - Gao Ling Information specializes in the R&D, production, and sales of telecommunications network communication equipment, environmental IoT application products, and network and information security products [1] Group 2 - Anglikang has only one innovative drug project under research, ALK-N001, which is currently in Phase I clinical trials [2] - The company is also considering a new innovative drug pipeline project, ALK-N002, which is still in the candidate selection phase [2] - Anglikang focuses on the production and manufacturing of pharmaceuticals, including chemical raw materials and preparations [2] Group 3 - Qixiang Tengda announced the completion of maintenance and technical upgrades for its 300,000 tons/year propylene oxide facility, which has resumed normal production [3] - The company operates in the chemical manufacturing and supply chain management sectors [3] Group 4 - Delisi signed a strategic cooperation agreement with Xiamen Haifusheng Food Group and Xin Sanhe Food Co., Ltd. to collaborate in product supply, market expansion, and technology [4] - Delisi specializes in the production and sales of frozen meat and related products [4] Group 5 - Jinlang Technology's application for issuing convertible bonds has been approved by the Shenzhen Stock Exchange [5] - The company is engaged in the R&D, production, and sales of string inverters [5] Group 6 - Lingyi Zhi Zao plans to acquire a 66.46% stake in Jiangsu Keda through a combination of issuing convertible bonds and cash [6] - The company provides comprehensive intelligent manufacturing services and solutions [6] Group 7 - Jinshi Technology intends to publicly transfer 100% equity of its wholly-owned subsidiary, Hunan Jinshi Technology [7] - The company focuses on digital sanitation, water ecology, and solid waste disposal [7] Group 8 - Qidi Environment announced that 2 million shares held by shareholder Sander Group have been transferred through judicial auction [8] - The company operates in the environmental management sector [8] Group 9 - Guang'an Aizhong expects a reduction in net profit of approximately 39.38 million due to the implementation of a low valley electricity price policy [9] - The company is involved in power generation, supply, and natural gas supply [9] Group 10 - Kangyuan Pharmaceutical received a drug registration certificate for its proprietary product, Canpu Granules, used for treating chronic pelvic pain [10] - The company specializes in the R&D, production, and sales of pharmaceuticals [10] Group 11 - Changqing Technology announced that two shareholders plan to reduce their holdings by up to 5.98% due to personal funding needs [11] - The company focuses on rail transit and building decoration businesses [11] Group 12 - Huaren Pharmaceutical's shareholder plans to reduce its holdings by up to 1% of the company's total shares [12] - The company is a state-controlled pharmaceutical health industry group [12] Group 13 - Jinkai New Energy announced the completion of the first phase of an AI computing power technology service contract [13] - The company is involved in the development, investment, construction, and operation of renewable energy power [13] Group 14 - Sany Heavy Industry has repurchased a total of 72.6792 million shares, amounting to 1.355 billion [14] - The company specializes in the R&D, manufacturing, and sales of engineering machinery [14] Group 15 - Chip导科技 plans to acquire 100% of Shunlei Technology and 17.15% of Shunlei Technology through convertible bonds and cash [15] - The company focuses on the R&D and sales of power semiconductors [15] Group 16 - Tuo Shan Heavy Industry reported that its recent operating conditions are normal, with no significant changes in the internal and external business environment [16] - The company specializes in the R&D, design, production, and sales of engineering machinery components [16] Group 17 - Chang'an Automobile reported a July sales figure of 210,600 vehicles, a year-on-year increase of 23.43% [17] - The company is engaged in the R&D, manufacturing, and sales of vehicles and engines [17]

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 ...

拓山重工今日下跌8.15%，全天换手率21.51%，成交额2.76亿元，振幅6.08%。龙虎榜数据显示，营业部 席位合计净买入364.75万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-8.17%上榜，营业部席位合计净买入364.75万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 华泰证券股份有限公司江阴福泰路证券营业部 | 813.27 | 19.75 | | 买二 | 国信证券股份有限公司浙江互联网分公司 | 379.45 | 391.10 | | 买三 | 招商证券股份有限公司上海牡丹江路证券营业部 | 321.42 | 367.48 | | 买四 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 307.68 | 313.71 | | 买五 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 295.03 | 317.28 | | 卖一 | 国信证券股份有限公司浙江互联网分公司 | 379.45 | 391.10 | | 卖二 | 东方财富证券股份有限 ...