Investment Rating - The investment rating for the automotive industry is "Positive" (maintained) [1] Core Insights - The report highlights that with the global expansion of AI capital expenditure, the diesel generator segment is expected to benefit directly from the increased demand for AI data center construction (AIDC). The domestic supply chain is anticipated to achieve both volume and price increases due to the supply-demand imbalance in diesel generators [4][20] - The global diesel generator market is projected to reach approximately $22.6 billion by 2026, with overseas demand at $19.6 billion and domestic demand at $3 billion. This corresponds to a global demand of about 42,000 units, with overseas demand at 35,600 units and domestic demand at 6,600 units [24][25] Summary by Sections 1. Diesel Generators: Key Power Source for Data Centers - Diesel generators are a critical power source for data centers, typically comprising a system of "grid + UPS + diesel generators" to provide backup power during outages [9] 2. Demand: Higher Overseas than Domestic, with Significant Growth Potential in Domestic Market - The report indicates that global AI capital expenditure is expected to exceed $600 billion in 2026, a year-on-year increase of over 70%. Major companies like Google, Amazon, Meta, and Microsoft are significantly increasing their investments in AI infrastructure [15][17] - Domestic companies such as ByteDance, Alibaba, and Tencent are also optimistic about their AI capital expenditure plans for 2026, contributing to the overall demand for diesel generators [15][18] 3. Supply: Acceleration of Domestic Substitution, Price and Profitability Expected to Improve - The global diesel generator market is dominated by foreign companies like Cummins and Caterpillar, but their cautious expansion cycles have led to supply shortages. Domestic suppliers are expected to gain market share due to price and delivery advantages [27] - The average price of a single unit in the domestic market is close to 3 million yuan, with prices expected to rise continuously from 2024. The price of units using foreign engines has increased by about 20% [27]

（文章来源：证券日报） 证券日报网讯 2月24日，三联锻造在互动平台回答投资者提问时表示，截至2026年2月13日，股东人数 18247户。 ...

（文章来源：证券日报） 证券日报网讯 2月11日，三联锻造在互动平台回答投资者提问时表示，截至2026年2月10日，股东人数 18719户。 ...

Group 1 - The company held its eighth meeting of the third board of directors on February 5, 2026, with all seven directors present, and the meeting was deemed legal and effective [2][3][4] - The board approved the report on the use of previously raised funds as of September 30, 2025, which was prepared in accordance with relevant regulations and verified by an accounting firm [3][4][8] - The actual amount of funds raised was RMB 67,211.81 million after deducting issuance costs, with the funds received in May 2023 [8][9] Group 2 - The company has established a management system for the raised funds to ensure their proper use, and a tripartite supervision agreement was signed with banks and the sponsor [9][10] - As of September 30, 2025, the company had a remaining balance of RMB 7,416.86 million of the raised funds, accounting for 11.04% of the net amount raised [19][20] - The company has used part of the idle raised funds for cash management and temporarily supplemented working capital, with specific amounts and approvals documented [14][15][16][17] Group 3 - The company reported that the investment projects funded by the raised funds have not experienced significant changes, and the actual investment amounts are consistent with the commitments made [12][13][25] - The precision forging production line project and the high-performance forging line project have generated expected benefits, with specific profit commitments outlined [31][32] - The company has not encountered any situations where the cumulative realized benefits from the investment projects fell below 20% of the promised benefits [26][28]

证券代码：001282 证券简称：三联锻造 公告编号：2026-003 芜湖三联锻造股份有限公司 关于前次募集资金使用情况专项报告的公告 （截至 2025 年 9 月 30 日） 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 芜湖三联锻造股份有限公司（以下简称"公司"或"本公司"）于 2026 年 2 月 5 日召开 第三届董事会第八次会议，审议通过了公司截至 2025 年 9 月 30 日的《关于公司前次募 集资金使用情况报告的议案》，现将相关情况公告如下： 一、前次募集资金情况 （一）实际募集资金金额、资金到位时间 经中国证券监督管理委员会证监许可[2023]691 号文核准，公司于 2023 年 5 月向社 会公众公开发行人民币普通股（A 股）2,838.00 万股，每股发行价为 27.93 元，应募集 资金总额为人民币 79,265.34 万元，根据有关规定扣除发行费用 12,053.53 万元后，实际 募集资金金额为 67,211.81 万元。该募集资金已于 2023 年 5 月到账。上述资金到账情况 业经容诚会计师事务所容诚验字[2023]230 ...

前次募集资金使用情况鉴证报告 芜湖三联锻造股份有限公司 容诚专字[2026]230Z0040 号 容诚会计师事务所(特殊普通合伙) 中国·北京 目 录 | 序号 | 内 | 容 | 页码 | | --- | --- | --- | --- | | 1 | 前次募集资金使用情况鉴证报告 | | 1-2 | | 2 | 前次募集资金使用情况专项报告 | | 3-13 | 容诚会计师事务所（特殊普通合伙） 总所：北京市西城区阜成门外大街 22 号 1 幢 10 层 1001-1 至 1001-26 (100037) TEL:010-6600 1391 FAX:010-6600 1392 E-mail:bj@rsmchina.com.cn 前次募集资金使用情况鉴证报告 https://www.rsm.global/china/ 容诚专字[2026]230Z0040 号 芜湖三联锻造股份有限公司全体股东： 我们审核了后附的芜湖三联锻造股份有限公司（以下简称三联锻造）董事会 编制的截至 2025 年 9 月 30 日止的《前次募集资金使用情况专项报告》。 一、 对报告使用者和使用目的的限定 本鉴证报告仅供三联锻造为申请公 ...

证券代码：001282 证券简称：三联锻造 公告编号：2026-002 芜湖三联锻造股份有限公司 第三届董事会第八次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 芜湖三联锻造股份有限公司（以下简称"公司"）第三届董事会第八次会议通 知已于 2026 年 1 月 30 日以邮件方式送达全体董事，会议于 2026 年 2 月 5 日以 现场结合通讯表决方式在公司会议室召开。本次会议由公司董事长孙国奉先生召 集并主持，会议应出席董事 7 人，实际出席董事 7 人，其中谭青女士、李明发先 生、张金先生以通讯方式出席。公司全体高级管理人员列席了本次会议。本次会 议的召集、召开和表决程序符合《中华人民共和国公司法》及相关法律、行政法 规、部门规章、规范性文件和《公司章程》的有关规定，会议合法、有效。 三、备查文件 （三）第三届董事会独立董事专门会议第五次会议审查意见。 特此公告 二、董事会会议审议情况 （一）审议通过了《关于公司前次募集资金使用情况报告的议案》 根据中国证券监督管理委员会《监管规则适用指引——发行类第 7 号》等法 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 持股5%以上股东安徽同华高新技术中心（有限合伙）保证向本公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 二、其他相关说明 1、股东高新同华的减持事项未违反《中华人民共和国公司法》《中华人民共和国证券法》《深圳证券 交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第1号一一主板上市公司规范运作》 《深圳证券交易所上市公司自律监管指引第18号一一股东及董事、高级管理人员减持股份》等相关法 律、法规及规范性文件的规定。 2、股东高新同华减持股份事项已按照相关规定进行了预披露，详情可参见公司于2025年10月16日在指 定信息披露媒体及巨潮资讯网（http://www.cninfo.com.cn）披露的《关于持股5%以上股东减持计划的预 披露公告》（公告编号：2025-063）。 芜湖三联锻造股份有限公司（以下简称"公司"或"本公司"） 于2025年10月16日披露了《关于持股5%以 上股东减持计划的预披露公告》（公告编号：2025-063），安徽同华高新技术中心（ ...

格隆汇2月5日丨三联锻造(001282.SZ)公布，近日，公司收到了股东高新同华出具的股份减持计划期限 届满的《告知函》，获悉股东高新同华在上述减持计划期间内，通过集中竞价方式累计减持本公司股份 71.95万股，减持比例为0.3238%。本次股份变动后，高新同华持有本公司股份2148.01万股，占本公司 总股本的9.6677%。 ...

Core Viewpoint - Sanlian Forging (001282.SZ) announced that its shareholder, Gaoxin Tonghua, has completed its share reduction plan, reducing its holdings by 719,500 shares, which represents 0.3238% of the company's total shares [1] Group 1 - Gaoxin Tonghua reduced its stake in Sanlian Forging through centralized bidding during the designated reduction period [1] - After the reduction, Gaoxin Tonghua holds 21,480,100 shares, accounting for 9.6677% of the total share capital of the company [1]