Core Viewpoint - The company, Xizhuang Co., Ltd. (001332), has signed an investment framework agreement to establish a joint venture with individuals and a technology company, focusing on various technological services and developments in the field of carbon reduction and new energy [1] Group 1: Joint Venture Details - The joint venture will have a registered capital of RMB 5 million, with contributions from three parties: Diao Yuxiang contributing RMB 2.75 million (55%), Xizhuang Co., Ltd. contributing RMB 1.1 million (22%), and Shanghai Carbon Life Technology Co., Ltd. contributing RMB 1.15 million (23%) [1] - The funding for the joint venture will come from the company's own funds [1] Group 2: Business Scope - The proposed business scope of the joint venture includes technology services, development, consulting, and transfer, as well as mechanical equipment research and sales [1] - Additional areas of focus will be on carbon reduction and conversion technology research, new energy technology development, and resource recycling technology research [1] - The joint venture will also engage in the sale of new catalytic materials and agents, import and export activities, and engineering and technical research and experimental development [1]

Group 1: Engineering Machinery - The engineering machinery industry is experiencing a cyclical recovery, with domestic demand showing signs of improvement and export growth driven by emerging markets such as Southeast Asia, Africa, and the Middle East [4][6] - Domestic engineering machinery demand is expected to continue its upward trend, supported by a peak in equipment replacement and increased investment in infrastructure projects, with local government bond issuance rising by 84% year-on-year in the first four months of 2025 [6] - The export value of engineering machinery reached USD 5.152 billion in April 2025, marking a year-on-year increase of 12.7%, with total exports from January to April amounting to USD 18.07 billion, up 9.01% year-on-year [6][8] Group 2: Semiconductor Equipment - The domestic semiconductor equipment industry is poised for expansion, with significant capital expenditure expected for 300mm wafer fabs in China, projected to exceed USD 100 billion from 2025 to 2027 [10][13] - The trend towards self-sufficiency in semiconductor equipment is accelerating, with low domestic localization rates in critical equipment categories, indicating substantial room for import substitution [11][13] - Investment opportunities are highlighted in companies such as Zhongwei Company, Northern Huachuang, and Quick Intelligent [13][25] Group 3: Industrial Mother Machines - The machine tool industry is on an upward cycle due to ongoing domestic substitution and increasing demand for high-end machine tools, with government policies supporting tax incentives and talent development [14][16] - Short-term performance improvements are anticipated as the industry enters a renewal phase [16] Group 4: Traditional Energy Equipment - The traditional energy equipment sector is benefiting from low oil inventories in the U.S. and the upcoming peak consumption season, which is expected to support rising oil prices [17][19] - Geopolitical factors, including U.S.-Iran negotiations and the Russia-Ukraine conflict, are influencing market dynamics [19] - Companies such as Nuwei Co., Xizhuang Co., and Jerry Co. are recommended for investment [19][25] Group 5: New Energy Equipment - The controlled nuclear fusion sector is witnessing increased capital expenditure and technological advancements, with a growing number of startups and active financing in the past five years [20][24] - Significant progress in nuclear fusion technology has been made, with multiple records achieved in plasma operation [24] - Investment opportunities include companies like Hezhuan Intelligent, Xizhuang Co., and Jingda Co. [24][25]

证券代码：001332 证券简称：锡装股份 公告编号：2025-024 无锡化工装备股份有限公司 关于将公司债权转为股权并形成对外投资的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1、投资标的名称： （1）拟成立新的有限合伙企业作为本次对外投资的持股平台，企业名称待 定（最终以工商部门核准为准，以下简称"持股平台"）； （2）投资目标公司名称：江苏润阳新能源科技股份有限公司（以下简称"润 阳股份"或"目标公司"）。 2、投资金额：公司拟以债权转股权（以下简称"债转股"）方式通过持股平 台对润阳股份进行增资，转股债权总额为 25,689,987.67 元人民币。增资完成后， 公司通过持股平台间接持有润阳股份的股份数额约为 1,445,062 股，约占转股后 润阳股份总股本的 0.2565%（因目标公司在同步处理其他债务，因此持股比例最 终以目标公司工商变更登记为准） 3、相关风险提示：本次对外投资存在实施债权转股权的不确定性风险、未 来投资收益无法预计的风险，敬请投资者注意投资风险。 一、对外投资概述 无锡化工装备股份有限公司（以下简称 ...

证券代码：001332 证券简称：锡装股份 公告编号：2025-023 无锡化工装备股份有限公司（以下简称"公司"）第四届董事会第十三次会 议通知已于 2025 年 6 月 26 日通过书面、电话或电子邮件等方式送达所有董事， 会议于 2025 年 7 月 1 日 10:00 在公司三楼会议室以现场会议方式召开。本次会 议应到董事 7 名，实到董事 7 名，公司监事、高级管理人员列席参会，会议由董 事长曹洪海先生主持。本次会议的召开符合《中华人民共和国公司法》和《公司 章程》的相关规定。 二、董事会会议审议情况 （一）审议并通过了《关于将公司债权转为股权并形成对外投资的议案》。 表决结果为 7 票同意，0 票反对，0 票弃权。 本次对外投资的公司债权为公司对内蒙古润阳悦达新能源科技有限公司（以 下简称"内蒙古润阳"）的应收账款，由于内蒙古润阳公司财务状况恶化，无力 偿还到期债务，已处于被执行人状态且被采取限制高消费措施，其虽与本公司签 订了还款协议，但其未能履行。公司预计该应收款项难以收回，故在 2024 年期 末对该笔应收款项全额计提了坏账准备。 无锡化工装备股份有限公司 第四届董事会第十三次会议决议公告 ...

Core Viewpoint - The company plans to transfer a debt of 25.69 million RMB to Runyang Co., Ltd. and will increase its stake in Runyang through a debt-to-equity swap, aiming to resolve customer debt issues and strengthen cooperation with clients [1] Group 1 - The debt transfer is set for May 31, 2025, establishing a baseline for creditor-debtor relationships [1] - After the capital increase, the company will indirectly hold approximately 1.4451 million shares of Runyang, representing about 0.2565% of the total share capital post-conversion [1] - The investment is intended to address outstanding customer debts and enhance collaboration with clients [1]

证券代码：001332 证券简称：锡装股份 公告编号：2025-022 无锡化工装备股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 二、公司关注、核实情况说明 针对公司股票交易异常波动的情况，公司对可能影响公司股票交易的事项进 行了自查，同时公司董事会就有关事项通过书面询证方式向公司控股股东、实际 控制人进行了核查，现对相关情况说明如下： （一）公司前期披露的信息不存在需要更正、补充之处； （二）公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生 较大影响的未公开重大信息； （三）近期公司经营情况及内外部经营环境未发生重大变化； （四）公司、控股股东、实际控制人不存在关于公司的应披露而未披露的重 大事项，或处于筹划阶段的重大事项； （五）股票异常波动期间，公司控股股东、实际控制人未买卖本公司股票。 三、是否存在应披露而未披露信息的说明 公司董事会履行关注、核实程序并确认不存在前述问题，现作出声明如下： 1 无锡化工装备股份有限公司（以下简称"公司"，证券简称：锡装股份，证 券代码：0 ...

Group 1 - The nuclear power sector is experiencing a resurgence driven by global nuclear power revival and anticipated uranium resource shortages, leading to significant stock price increases for related companies [1][2] - Companies like Zhongchao Holdings and Shangwei Co. have seen their stock prices rise for four consecutive trading days, with Zhongchao Holdings' stock price increasing by 129.78% in a single day [1][2] - Despite the bullish trend, there is a notable divergence within the sector, with large-cap stocks in midstream nuclear construction experiencing pullbacks while small-cap stocks related to upstream materials and components continue to surge [1][3] Group 2 - The recent price rebound of uranium, from $65 per pound to $71 per pound, is attributed to structural shortages in the uranium market, with Goldman Sachs predicting a shortfall of 130 million pounds by 2040 [2] - The nuclear power sector's activity is also influenced by favorable policies in the U.S. and increasing energy demands driven by AI and small modular reactors [3] - Some companies in the sector, such as Zhongchao Holdings and Shangwei Co., have reported significant losses, with Zhongchao Holdings and Shangwei Co. posting net losses of 2.02379 million yuan and 1.44943 million yuan respectively in Q1 [4][5] Group 3 - The performance of companies involved in nuclear power projects is mixed, with some reporting declining revenues and profits, such as Shangwei Co. which saw a 21.39% drop in revenue and a 20.06% decrease in net profit in 2024 [5] - The total operational and under-construction nuclear power units in China reached 102, with a total installed capacity of 113 million kilowatts, maintaining the top position globally for two consecutive years [5] - Companies like China Nuclear Engineering have shown strong growth, with their nuclear engineering revenue increasing from 10.4 billion yuan in 2020 to 32.2 billion yuan in 2024, reflecting a compound annual growth rate of 43% [5]

Group 1: Market Overview - The People's Bank of China conducted a 7-day reverse repo operation of 448 billion yuan at an interest rate of 1.40% on May 27, with 357 billion yuan of reverse repos maturing on the same day [1][5] - A-shares opened slightly lower but showed signs of recovery, with the Shanghai Composite Index fluctuating and turning positive [5][6] - The consumer sector, particularly food and beverage, showed initial strength, while the pharmaceutical sector rebounded [6][12] Group 2: Pharmaceutical Sector - The pharmaceutical and biotechnology sector experienced a partial rebound, with notable stocks such as Longshen Rongfa hitting the daily limit, and Sanofi Guojian rising over 10% [12][13] - Hong Kong pharmaceutical stocks also saw gains, with notable increases in companies like CSPC Pharmaceutical and China Biologic Products [8][14] Group 3: Nuclear Power Sector - The nuclear power sector continued its recent strong performance, with stocks like Shangwei Co. and Rongfa Nuclear Power achieving multiple consecutive gains [9][11] - Recent reports indicate a positive outlook for the controllable nuclear fusion industry, driven by favorable policies and increased financing [11] Group 4: Food and Beverage Sector - The food and beverage sector saw a surge, with stocks like Kuaijishan and Junyao Health achieving significant gains [15][16] - Kuaijishan's market capitalization surpassed that of Guyue Longshan, establishing it as a leading player in the yellow wine industry [15] Group 5: Cultivated Diamond Sector - The cultivated diamond sector experienced a sharp rise, with stocks like Huanghe Xuanfeng and Huifeng Diamond hitting the daily limit [17][18] - Huanghe Xuanfeng announced a partnership to establish a joint venture focused on advanced semiconductor materials, which is expected to enhance the development of high-performance thermal materials [19]

Core Viewpoint - Nuclear power stocks continue to show strong performance, with several companies reaching their daily price limits during the bidding session [1] Group 1: Company Performance - Rongfa Nuclear Power, Huijin Tong, Shangwei Co., and Xizhuang Co. all hit the daily price limit [1] - Ha Welding Huadong and Great Wall Electric increased by over 5% [1] - Other companies such as Gongduan Intelligent, Zhongzhou Special Materials, Baobian Electric, and Baili Electric also experienced gains [1]

Market Overview - The Shanghai Composite Index closed at 3346.84 points, slightly above the half-year line, with a change of -0.05% [1] - The total trading volume of A-shares reached 10338.72 billion yuan [1] Stocks Performance - A total of 231 A-shares have surpassed the half-year line, with notable stocks showing significant deviation rates [1] - Stocks with the highest deviation rates include: - Junyao Health: 9.37% - Guangsha Environmental Energy: 8.42% - Longzhou Co., Ltd.: 7.79% [1] - Stocks with lower deviation rates that just crossed the half-year line include: - Wantai Biological Pharmacy: 6.51% - Huatai Securities: 6.40% - Jiayuan Technology: 6.17% [1] Notable Stocks - The top three stocks with the highest daily increase: - Junyao Health: +10.08% - Guangsha Environmental Energy: +9.23% - Longzhou Co., Ltd.: +10.02% [1] - The trading turnover rates for these stocks were also significant, with Guangsha Environmental Energy at 7.92% and Longzhou Co., Ltd. at 8.30% [1] Additional Stocks Data - Other notable stocks with their respective performance: - Huachang Communication: +19.99% with a turnover rate of 12.90% - Huali Technology: +7.44% with a turnover rate of 13.05% [1] - The data indicates a healthy trading environment with several stocks showing strong performance above the half-year line [1]