证券代码：001288 证券简称：运机集团 公告编号：2025-062 三、备查文件 自贡市华智投资有限公司出具的《关于持股比例变动触及 1%整数倍的告知函》。 特此公告。 四川省自贡运输机械集团股份有限公司 关于控股股东及其一致行动人持股比例变动触及 1%整数倍的公告 控股股东吴友华及其一致行动人自贡市华智投资有限公司保证向本公司提 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。 近日，公司收到控股股东之一致行动人华智投资出具的《关于持股比例变动触及 1%整数倍的告知函》，获悉华智投资于 2025 年 7 月 21 日通过大宗交易方式减持公司 股份 225.19 万股，减持后，华智投资持股比例由 5.9584%降至 5.0000%。本次减持后， 控股股东吴友华及其一致行动人华智投资合计持股比例由 51.6199%降至 50.6615%，权 益变动触及 1%的整数倍。根据《深圳证券交易所上市公司自律监管指引第 18 号—— 股东及董事、高级管理人员减持股份》等相关规定，现有关情况公告如下： | 1．基本情况 | | | | ...

运机集团（001288）公告，持股5%以上股东博宏丝绸计划自公告披露之日起15个交易日后的3个月内， 拟通过大宗交易及集中竞价交易方式减持不超过704.74万股，占公司总股本不超过3%。其中，通过集 中竞价交易方式减持不超过234.91万股，通过大宗交易方式减持不超过469.83万股。减持原因系股东自 身经营需求。博宏丝绸目前持有公司股份2012.64万股，占公司总股本的8.57%。本次减持计划未违反相 关法律法规。 ...

证券代码：001288 证券简称：运机集团 公告编号：2025-061 四川省自贡运输机械集团股份有限公司 关于部分限制性股票回购注销完成暨不调整运机转债转股价格的公告 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。 特别提示： ●本次回购注销首次授予部分 19 名激励对象已获授但不得解除限售的限制 性股票合计 45,136 股，占注销前公司股本总额的 0.0192%。回购价格为 7.6786 元/股加上银行同期存款利息之和（其中离职人员未加利息），回购资金总金额为 350,446.88 元。 ●截至本公告披露之日，上述限制性股票已在中国证券登记结算有限责任公 司深圳分公司办理完成注销手续。本次回购注销完成后，公司股本总额由 234,962,565 股减少为 234,917,429 股（因公司"运机转债"处于转股期，总股 本持续变化，以上变更后的公司股本总额以 2025 年 6 月 26 日股本情况为基础测 算）。 ●根据《四川省自贡运输机械集团股份有限公司向不特定对象发行可转换公 司债券募集说明书》，本次部分限制性股票回购注销完成后，"运机转债"的转股 价格 ...

Market Overview - The Shanghai Composite Index is at 3570.20 points, above the six-month moving average, with a change of 0.29% [1] - The total trading volume of A-shares today is 15610.05 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 61 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Huabei Mining: 8.00% deviation rate, with a price increase of 8.60% [1] - Hengjin Induction: 7.25% deviation rate, with a price increase of 8.04% [1] - Shanmei International: 7.00% deviation rate, with a price increase of 10.04% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Juhua Technology: minor deviation rate [1] - *ST Chuntian: minor deviation rate [1] - Hanzhong Precision Machinery: minor deviation rate [1]

Group 1 - The core viewpoint of the news is that companies are actively engaging in share buyback and employee stock ownership plans to enhance investor confidence and align management interests with shareholders [1][2]. - Shenzhen Overseas Chinese Town Holdings Company plans to increase its stake in Huaqiang City A by investing between 111 million and 220 million RMB within six months, currently holding 48.78% of the total shares [1]. - Chengyi Pharmaceutical announced an employee stock ownership plan for 2025, targeting to raise up to 48.2864 million RMB, with a share price set at 5.02 RMB per share, covering up to 228 employees [1][2]. Group 2 - The employee stock ownership plan has performance targets for revenue and net profit from 2025 to 2027, with growth rates set at 30%, 55%, and 85% for revenue, and 35%, 65%, and 100% for net profit [2]. - Several companies have announced plans for share reductions by executives and major shareholders, including Jinzheng Co., which plans to reduce up to 28.8 million shares, equivalent to approximately 568 million RMB [3][4][5]. - The reduction plans are set to commence from July 15, indicating a trend of liquidity events in the market as companies adjust their shareholder structures [7][8].

Group 1: Core Insights - A-share companies are experiencing significant overseas expansion, with notable achievements in infrastructure, biomedicine, and equipment manufacturing, leading to large overseas orders [2][3] - The shift in Chinese enterprises' overseas strategy is moving from cost-driven to innovation-driven, leveraging advanced supply chains, international talent, and digital technologies [2] Group 2: Large Orders and Competitive Strength - A-share companies have secured substantial overseas contracts, particularly in the infrastructure sector, with notable projects including a $1.6 billion contract for a gas processing plant in Iraq and contracts totaling approximately 5.34 billion yuan for the China-Kyrgyzstan-Uzbekistan railway [3][4] - In the biomedicine sector, companies like Rongchang Bio are accelerating internationalization, exemplified by a licensing agreement with Vor Bio worth up to $4.1 billion [4] - Equipment manufacturing firms are also making strides, with agreements such as a $406 million contract for a conveyor system in Guinea, enhancing their international market presence [4] Group 3: Accelerated Overseas Capacity Layout - Several A-share companies are intensifying their overseas production capacity, viewing local production as a key driver for global competitiveness [6] - Companies like Linglong Tire are investing $1.193 billion in a production base in Brazil, aiming for an annual output of 14.7 million high-performance tires [6] - Other firms, such as North Special Technology and Zhongke Electric, are also establishing production bases in Thailand and Oman, respectively, to enhance their global supply chain [7] Group 4: Rising Trend of Overseas Mergers and Acquisitions - The number of disclosed overseas mergers and acquisitions by A-share companies has surpassed 60 in the first half of the year, with a focus on electronics, automotive parts, and machinery [9] - Companies are pursuing overseas acquisitions to enter emerging markets and enhance their technological capabilities, as seen with Dongshan Precision's dual acquisitions in the optical communication sector [9][10] - The strategy of overseas mergers and acquisitions is aimed at resource and market integration, with firms like Luoyang Molybdenum consolidating their overseas mineral resource reserves [10]

证券代码：001288 证券简称：运机集团 公告编号：2025-060 四川省自贡运输机械集团股份有限公司 四川省自贡运输机械集团股份有限公司（以下简称"公司"或"运机集团"） 于 2025 年 4 月 7 日召开第五届董事会第十八次会议，于 2025 年 4 月 29 日召开 2024 年年度股东大会，审议通过了《关于 2025 年度对外担保额度预计的议案》， 为满足公司全资子公司运机（唐山）装备有限公司（以下简称"唐山装备"）、自 贡中友机电设备有限公司（以下简称"中友机电"）及控股子公司山东欧瑞安电 气有限公司（以下简称"欧瑞安"）生产经营和业务发展资金需要，2025 年度， 同意公司为唐山装备、中友机电、欧瑞安向金融机构申请综合授信、融资租赁等 融资业务及经营相关事项，分别提供不超过人民币 50,000 万元、5,000 万元和 15,000 万元（或其他等值外币）额度的担保。实际担保事项发生时，控股子公司 欧瑞安股东张媛将按其出资比例提供同比例担保，其余股东未提供同比例担保， 也未提供反担保。上述担保具体以与金融机构签订的相关协议为准。 担保额度有效期自公司 2024 年年度股东大会审议通过之日起至 ...

证券代码：001288 证券简称：运机集团 公告编号：2025-059 债券代码：127092 债券简称：运机转债 四川省自贡运输机械集团股份有限公司 关于 2025 年第二季度可转换公司债券转股情况的公告 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。 特别提示： | 股票代码：001288 | | | 股票简称：运机集团 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 债券代码：127092 | | | 债券简称：运机转债 | | | | | | 转股价格：人民币 | | 12.09 | 元/股 | | | | | | 转股时间：2024 | 年 | 3 月 | 27 日至 2029 9 | 年 | 月 | 20 | 日 | 根据《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 15 号——可转换公司债券》等相关法律法规及规范性文件的规定，四 川省自贡运输机械集团股份有限公司(以下简称"公司")现将 2025 年第二季度 可转换公司债券(以下简称"可转债") ...

Core Viewpoint - Yunjigroup (001288.SZ) announced a share reduction plan by its controlling shareholder's concerted actor, Huazhi Investment, intending to sell up to 2,291,800 shares within three months starting from July 15, 2025, due to funding needs [1] Group 1: Share Reduction Plan - Huazhi Investment holds 14,000,000 shares, representing 5.9584% of the total share capital, and plans to reduce its holdings by 0.9754% [1] - The share reduction will occur through block trades or centralized bidding [1] Group 2: Financial Overview - Yunjigroup's IPO raised a total of 5.82 billion yuan, with a net amount of 5.18 billion yuan after expenses [2] - The company issued 7,300,000 convertible bonds in 2023, raising 730 million yuan, with a net amount of approximately 720.4 million yuan after deducting fees [2] Group 3: Dividend Distribution - The company has distributed a total of 1.14 billion yuan in dividends over four years [3] - The 2024 annual profit distribution plan includes a cash dividend of 2.50 yuan per 10 shares and a capital reserve conversion of 4 shares for every 10 shares held [3] - The 2023 annual profit distribution plan also includes a cash dividend of 2.50 yuan per 10 shares, totaling approximately 39.57 million yuan [3]

Core Viewpoint - The controlling shareholder's action partner, Huazhi Investment, plans to reduce its stake in Sichuan Zigong Transportation Machinery Group Co., Ltd. by up to 2,291,800 shares, representing 0.9754% of the total share capital, within three months starting from July 15, 2025 [1][2]. Group 1: Shareholder Information - Huazhi Investment holds 14,000,000 shares, accounting for 5.9584% of the company's total share capital [1]. - The reduction plan will be executed through block trades or centralized bidding [2]. Group 2: Reduction Plan Details - The reduction will not exceed 0.9754% of the total share capital [2]. - Huazhi Investment made commitments during the IPO process, including a lock-up period of 36 months during which it would not transfer shares [2][3]. - If the share price falls below the IPO price for 20 consecutive trading days, the lock-up period will be extended by at least six months [2]. Group 3: Compliance and Commitments - The company commits to comply with relevant laws and regulations regarding shareholding periods and reduction conditions [3][7]. - Any violation of commitments will result in the proceeds from the illegal reduction being returned to the company, and the company will publicly explain the reasons for the violation [3][7]. - Huazhi Investment has adhered to its commitments and has not violated any terms as of the announcement date [7].