9月12日，运机集团大宗交易成交235万股，成交额5459.05万元，占当日总成交额的26.86%，成交价 23.23元，较市场收盘价26.52元折价12.41%。 ...

董事会薪酬与考核委员会关于 2025 年股票期权激励计划 激励对象名单的公示情况说明及核查意见 四川省自贡运输机械集团股份有限公司（以下简称"公司"）于 2025 年 9 月 3 日召开第五届董事会第二十五次会议，审议通过了《关于公司<2025 年股票期 权激励计划（草案）>及其摘要的议案》等议案。根据《上市公司股权激励管理 办法》（以下简称"《管理办法》"）的相关规定，公司对《四川省自贡运输机械 集团股份有限公司 2025 年股票期权激励计划（草案）》（以下简称"《激励计划 （草案）》"、"本激励计划"）中的激励对象名单在公司内部进行了公示，公司董 事会薪酬与考核委员会根据《管理办法》的相关规定，在征询公示意见后对 2025 年股票期权激励计划激励对象名单进行审核，相关公示情况及核查意见如 下： 四川省自贡运输机械集团股份有限公司 一、公司对本激励计划激励对象的公示情况 公司于 2025 年 9 月 3 日通过公司 OA 系统对本激励计划激励对象的姓名及 职务进行了公示，公示情况及结果如下： （一）公式方式：OA 系统。 （二）公示内容：本激励计划激励对象的姓名及职务。 （三）公示时间：2025 年 9 月 ...

证券代码：001288 证券简称：运机集团 公告编号：2025-085 近日，公司收到基金管理人通知，扬州鼎龙启顺股权投资合伙企业（有限合 伙）已在中国证券投资基金业协会完成备案手续，取得了《私募投资基金备案证 明》，备案信息如下： 基金名称：扬州鼎龙启顺股权投资合伙企业（有限合伙） 管理人名称：西安龙鼎投资管理有限公司 托管人名称：招商银行股份有限公司 四川省自贡运输机械集团股份有限公司 关于公司与专业投资机构共同投资进展暨 私募投资基金备案登记完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、基本情况 四川省自贡运输机械集团股份有限公司（以下简称"公司"）于 2025 年 8 月 18 日召开第五届董事会第二十三次会议，审议通过了《关于公司拟与专业投 资机构共同投资暨累计对外投资的议案》，同意公司与专业投资机构西安禾盈创 业投资有限公司及其他有限合伙人共同向扬州鼎龙启顺股权投资合伙企业（有限 合伙）进行投资。全体合伙人拟认购出资总额不超过人民币 9.5 亿元，其中公司 拟作为有限合伙人以自有资金的方式认缴出资不超过人民币 1 亿元，占合伙企业 ...

Group 1 - The company, along with Xi'an Heying Venture Capital Co., Ltd. and other limited partners, is investing in Yangzhou Dinglong Qishun Equity Investment Partnership (Limited Partnership) with a total subscription amount not exceeding RMB 950 million [1] - The company's planned contribution is up to RMB 100 million, representing no more than 10.53% of the total subscribed capital of the partnership [1] - The actual contribution made by the company is RMB 90 million, accounting for 9.47% of the total subscribed capital of the partnership [1] Group 2 - The Yangzhou Dinglong Qishun Equity Investment Partnership (Limited Partnership) has completed the filing procedures with the Asset Management Association of China and obtained the Private Investment Fund Filing Certificate [1]

Group 1 - The stock of Yunjigroup increased by 5.16% on September 5, reaching a price of 25.25 CNY per share, with a trading volume of 173 million CNY and a turnover rate of 4.65%, resulting in a total market capitalization of 5.932 billion CNY [1] - Yunjigroup, officially known as Sichuan Zigong Transportation Machinery Group Co., Ltd., was established on September 28, 2003, and went public on November 1, 2021. The company specializes in the research, design, production, and sales of energy-saving and environmentally friendly conveyor machinery, primarily belt conveyors [1] - The main revenue composition of Yunjigroup includes: 76.11% from conveyor equipment, 9.83% from permanent magnet motor drums, 8.51% from technical services and spare parts, and 5.55% from other sources [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Agricultural Bank of China holds a significant position in Yunjigroup. The fund "Agricultural Bank of China Ruiyun Gain 6-Month Holding Mixed A" (017624) held 7,080 shares in the second quarter, accounting for 0.32% of the fund's net value, ranking as the ninth largest heavy stock [2] - The fund "Agricultural Bank of China Ruiyun Gain 6-Month Holding Mixed A" was established on March 21, 2023, with a latest scale of 27.553 million CNY. Year-to-date, it has achieved a return of 4.09%, ranking 6,560 out of 8,178 in its category; over the past year, it has returned 7.94%, ranking 6,979 out of 7,978; and since inception, it has returned 9.07% [2] Group 3 - The fund manager of "Agricultural Bank of China Ruiyun Gain 6-Month Holding Mixed A" is Liu Shasha, who has a tenure of 11 years and 7 days, managing a total fund size of 1.07 billion CNY, with the best fund return during her tenure being 27.22% and the worst being -1.59% [3] - Co-manager Qian Daqian has a tenure of 2 years and 259 days, managing a total fund size of 1.067 billion CNY, with the best fund return during his tenure being 21.35% and the worst being -1.13% [3]

Group 1 - Sichuan Zigong Transportation Machinery Group Co., Ltd. (运机集团) signed a cooperation framework agreement with iFlytek (科大讯飞) and its subsidiary Zhejiang Tidal Power Technology Co., Ltd. (潮汐力) on September 4 [1] - The strategic cooperation focuses on emerging technologies such as acoustic large models, visual large models, predictive large models, and multi-modal large models, as well as intelligent products like optical fiber voiceprint diagnosis and industrial intelligent robots [1][2] - The collaboration aims to develop and share results in industries including mining, bulk material transportation ports, cement and building materials, metallurgy, electricity, intelligent equipment, and intelligent operations [1] Group 2 - The three parties will work together to seek technology projects, market resources, and business opportunities, establishing a joint development mechanism to address customer needs and industry pain points [1][2] - The partnership emphasizes principles of resource sharing, joint responsibility for results, and win-win cooperation, focusing on AI technology breakthroughs and project development [2] - Future efforts will center on AI large models, AI sensing instruments, and industrial intelligent robots, aiming to create a smarter, safer, and more efficient industrial production system [2]

Group 1 - The company announced that its fifth board of directors held the twenty-fifth meeting and approved multiple proposals, including the summary of the company and its agenda [2]

Group 1 - The company, Yunjigroup (001288), announced that it will hold its third extraordinary general meeting of shareholders on September 19, 2025 [1] - The agenda for the meeting includes the review of the draft proposal for the 2025 Stock Option Incentive Plan and its summary [1]

Core Viewpoint - Sichuan Zigong Transportation Machinery Group Co., Ltd. (referred to as "Yunji Group") has announced a stock option incentive plan for 2025, aiming to enhance performance growth and strengthen team cohesion through the granting of stock options to key personnel [1][2]. Group 1: Incentive Plan Details - The company plans to grant a total of 4.98 million stock options to 31 incentive targets, representing approximately 2.12% of the company's total share capital as of September 2 [1]. - The exercise price for the stock options is set at 17.32 yuan per option, targeting directors, senior executives, and middle management [1]. - This incentive plan follows a previous restricted stock incentive plan for 2024, indicating a continued commitment to performance-driven incentives [1]. Group 2: Performance Goals - The incentive plan includes ambitious performance targets, with a cumulative net profit growth rate of no less than 50% based on the 2024 net profit of 157 million yuan, and cumulative growth rates of 275% and 567.5% for the periods 2025-2026 and 2025-2027, respectively [2]. - The company has reported strong performance in the first half of 2025, benefiting from technological innovation and market demand, with both revenue and net profit showing year-on-year growth [2]. Group 3: Market Opportunities - The global demand for belt conveyors is increasing, particularly in resource development, as evidenced by a significant contract worth 406 million USD signed with Guinea Silver Valley International for an alumina project [3]. - The "Belt and Road" initiative is expected to boost infrastructure construction in related countries, providing Yunji Group with opportunities to expand its overseas market presence [3]. - The company is positioned to leverage its leading status and technological advantages in the belt conveyor sector to secure more project orders internationally [3][4]. Group 4: Technological Advancements - The company is focusing on industrial intelligent transformation, collaborating with Huawei to integrate advanced technologies into its products, which is expected to enhance its service offerings and improve profit margins [4]. - The shift towards a model that combines equipment, algorithms, and operational maintenance is anticipated to strengthen the company's competitive edge in the market [4].

Core Viewpoint - The company has announced a new stock option incentive plan aimed at enhancing performance assessment requirements and stabilizing its core management team, reflecting higher expectations for future profitability growth [1][2][3]. Group 1: Incentive Plan Details - The new incentive plan involves granting 4.98 million stock options to 31 individuals, including senior management and middle management [1]. - The exercise price for the stock options is set at 17.32 yuan per share, with a three-phase exercise schedule of 40%, 30%, and 30% [1]. - Performance assessments will occur annually from 2025 to 2027, with specific net profit growth targets set for each year [1][2]. Group 2: Performance Targets - The baseline for the 2025 net profit target is set at 1.57 billion yuan, with a required cumulative growth rate of at least 50% [2]. - For the 2025-2026 period, the cumulative net profit growth rate must reach at least 275%, and for 2025-2027, it must be at least 567.5% [2]. - The estimated net profit targets for the assessment period are approximately 2.36 billion yuan for 2025, 5.89 billion yuan for 2026, and 10.48 billion yuan for 2027 [2]. Group 3: Company Performance and Market Position - The company reported a revenue of 1.536 billion yuan in 2024, a year-on-year increase of 45.8%, and a profit of 157 million yuan, up 53.8% [3]. - In the first half of the current year, the company achieved a revenue of 880 million yuan, reflecting a growth of 48.5%, with a profit of approximately 73.38 million yuan, a 20.35% increase [3]. - The company has seen significant growth in overseas business, particularly in Africa, where revenue reached 438 million yuan, a 34.22% increase [4]. Group 4: Industry Context - The conveyor machinery industry in China is experiencing steady growth and structural optimization, supported by smart manufacturing initiatives and dual carbon goals [4]. - The Belt and Road Initiative is expected to create new development opportunities for the company, enhancing its market competitiveness [4].