Group 1 - The company, Jiangshun Technology (001400.SZ), has indicated that its products can be applied in the commercial aerospace sector [1] - Due to confidentiality requirements from relevant clients, the company has limited the information that can be disclosed publicly, directing stakeholders to refer to official announcements for more details [1]

证券代码：001400 证券简称：江顺科技 公告编号：2025-029 江苏江顺精密科技集团股份有限公司 关于拟与专业投资机构共同投资设立创业投资基金的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： ●拟投资标的名称：江阴一合乙巳创业投资合伙企业（有限合伙）（暂定名， 以注册登记机关核准登记的结果为准，以下简称"江阴一合"或"合伙企业"） ●拟投资金额：2,000.00万元 ●风险提示：创业投资基金目前尚处于筹备阶段，各方尚未正式签署合伙协 议，具体合作内容以最终正式签署的合伙协议为准。创业投资基金尚需经登记机关 审批、需取得中国证券投资基金业协会备案，具体实施情况和进度尚存在不确定 性。此外，创业投资基金具有投资周期长、流动性较低的特点，运行过程中将受到 宏观经济、行业周期、投资标的公司经营管理变化等多方面因素影响，可能面临投 资后无法实现预期收益、不能及时有效退出的风险，甚至可能存在投资失败及基金 亏损的风险。公司将密切关注创业投资基金的设立、管理投资决策及后续进展情 况，积极采取有效措施防范、降低和规避投资风险。敬请广大投资者理性投 ...

Summary of Key Points Core Viewpoint - A total of 657 stocks reported their latest shareholder numbers as of August 20, with 337 stocks showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Changes - Among the 657 stocks, 35 stocks experienced a decline in shareholder numbers exceeding 10% [3]. - The stock with the largest decline in shareholder numbers was Huakang Clean, which saw a decrease of 27.60% to 10,900 shareholders, while its stock price increased by 6.11% during the same period [3][5]. - Sheyan Institute reported a 24.78% decrease in shareholder numbers to 32,795, with a cumulative decline of 23.32% in stock price [3][5]. Group 2: Stock Performance - The average increase for concentrated stocks from August 1 to August 10 was 7.13%, slightly underperforming the Shanghai Composite Index, which rose by 7.57% [2]. - Among the stocks with a decline in shareholder numbers, Dongtian Micro had the highest increase of 57.58% since August 1 [2]. Group 3: Industry Insights - The concentrated stocks are primarily found in the machinery, basic chemicals, and pharmaceutical industries, with 45, 37, and 28 stocks respectively [3]. - The performance of concentrated stocks from August 11 onwards averaged an increase of 2.39%, with notable gains from Boyuan Co., Yidong Electronics, and Northern Rare Earth, which rose by 58.87%, 46.30%, and 45.10% respectively [3]. Group 4: Financial Performance - Among the concentrated stocks, 254 have released their semi-annual reports, with Fuji Lai showing the highest net profit growth of 12,430.96% year-on-year [4]. - Nanshan Holdings is expected to report a median net profit of 92 million, reflecting a year-on-year increase of 177.84% [4].

Group 1 - The core point of the news is that Jiangshun Technology (001400) has seen a significant decline in its financial performance, with a notable drop in both revenue and net profit in the first half of 2025 compared to the previous year [3][4] - Shareholder Lei Yijin has pledged 1.2 million shares, accounting for 2.0% of the total share capital, with the pledge starting on August 25, 2025 [1] - After this pledge, the cumulative pledged shares of the top ten shareholders of Jiangshun Technology account for 11.99% of Lei Yijin's total holdings [1] Group 2 - Jiangshun Technology reported a main revenue of 494 million yuan in the first half of 2025, a year-on-year decrease of 14.11% [3] - The net profit attributable to shareholders was approximately 49.56 million yuan, down 40.73% year-on-year, while the non-recurring net profit was about 49.13 million yuan, a decrease of 35.06% [3] - The company operates in the research, design, production, and sales of aluminum profile extrusion molds and accessories, supporting equipment, and precision mechanical components [4]

证券代码：001400 证券简称：江顺科技 公告编号：2025-028 江苏江顺精密科技集团股份有限公司 关于持股5%以上股东部分股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 江苏江顺精密科技集团股份有限公司（以下简称"公司"）近日接到持股5% 以上股东雷以金先生的通知，获悉雷以金先生所持有本公司的部分股份办理了质 押手续，具体情况如下： 注：1、上表中"已质押股份限售和冻结数量"和"未质押股份限售和冻结数量"中的 限售部分为首次公开发行限售股。 三、备查文件 1、中国证券登记结算有限责任公司证券质押登记证明 特此公告。 江苏江顺精密科技集团股份有限公司董事会 | | 是否为控 | | 占其所 | | | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 股股东或 | 本次质押数 | 持股份 | 占公司 | 是否 | 为补 | 质押起始 | 质押到期 | | 质押用 | | | 第一大股 | | | 总股本 | 为限 ...

Core Insights - The company is a leading enterprise in the aluminum profile extrusion mold and supporting equipment industry, focusing on the research, design, production, and sales of aluminum profile extrusion molds, accessories, and precision mechanical components after over 20 years of industry experience [1] Group 1: Company Strengths - The company has strong technical capabilities and is recognized by major clients, providing reliable product quality and high-quality after-sales service, establishing long-term and stable partnerships with well-known domestic and international aluminum profile manufacturers [1] - Major clients in the precision mechanical components sector include CRRC Corporation, Bombardier Group, and others, indicating a diverse and reputable customer base [1] Group 2: Product Range and Applications - The company's aluminum profile extrusion molds cover a wide range from micro-channel molds with a diameter of 50mm to large molds of 1,200mm, showcasing significant application potential in heat dissipation [2] - The product offerings in aluminum profile extrusion supporting equipment include cold beds, heating furnaces, traction machines, and quenching systems, indicating a comprehensive product line [2] - In the precision mechanical components area, products include various shaft types and welding machine shells, widely used in rail transportation, wind power generation, and construction machinery sectors [2] Group 3: Financial Projections and Investment Recommendations - Revenue projections for the company from 2025 to 2027 are estimated at 1.058 billion, 1.224 billion, and 1.404 billion yuan, with corresponding net profits of 131 million, 178 million, and 205 million yuan, respectively [2] - The expected EPS for the same period is 2.18, 2.96, and 3.42 yuan per share, with a target PE ratio of 40 times for 2025, leading to a reasonable total value of 5.222 billion yuan and a target price of 87.05 yuan per share, suggesting a "buy" rating [2]

Group 1 - Jiangshun Technology's stock increased by 2.29% on August 26, with a trading volume of 448 million yuan [1] - The financing buy amount for Jiangshun Technology on the same day was 52.997 million yuan, while the financing repayment was 38.8104 million yuan, resulting in a net financing purchase of 14.1862 million yuan [1] - As of August 26, the total margin balance for Jiangshun Technology was 127 million yuan, accounting for 10.68% of its market capitalization [1] Group 2 - As of August 20, the number of shareholders for Jiangshun Technology was 7,512, a decrease of 24.66% from the previous period [2] - The average circulating shares per person increased by 32.73% to 1,996 shares [2] - For the first half of 2025, Jiangshun Technology reported operating revenue of 494 million yuan, a year-on-year decrease of 14.11%, and a net profit attributable to shareholders of 49.5551 million yuan, down 40.73% year-on-year [2] Group 3 - Jiangshun Technology, established on October 19, 2001, is located in Jiangyin City, Jiangsu Province, and specializes in the research, design, production, and sales of aluminum profile extrusion molds and accessories, as well as precision mechanical components [1] - The company's main business revenue composition includes general equipment (52.91%), specialized equipment (41.78%), and others (5.31%) [1]

Core Insights - Jiangshun Technology (001400.SZ) released its semi-annual report for 2025 on August 27, 2025, indicating significant institutional investment activity [1] Institutional Holdings - As of August 26, 2025, two institutional investors disclosed holdings in Jiangshun Technology A-shares, totaling 5.0395 million shares, which represents 8.40% of the company's total equity [1] - The institutional investors include Jiangyin Tianfeng Management Consulting Partnership (Limited Partnership) and UBS AG, with the combined institutional holding ratio increasing by 8.40 percentage points compared to the previous quarter [1]

Core Viewpoint - Jiangshun Technology has announced its 2025 semi-annual report, detailing its financial performance, profit distribution plan, and the status of its fundraising activities [1][9][41]. Company Overview - Jiangshun Technology has successfully completed its initial public offering (IPO) of 15 million shares at a price of RMB 37.36 per share, raising a total of RMB 560.4 million, with a net amount of RMB 490.47 million after deducting issuance costs [6][31]. - The company has not experienced any changes in its controlling shareholder or actual controller during the reporting period [5]. Financial Data and Indicators - For the first half of 2025, the company reported a net profit attributable to shareholders of RMB 49.56 million, with a total undistributed profit of RMB 614.01 million as of June 30, 2025 [43][44]. - The profit distribution plan proposes a cash dividend of RMB 8.00 per 10 shares, totaling RMB 48 million, with no bonus shares or capital reserve conversion [13][44]. Important Matters - The company has completed the use of its fundraising accounts and has terminated the related three-party supervision agreements [6][34]. - The board of directors and the supervisory board have both approved the semi-annual report and the profit distribution plan, which will be submitted for shareholder approval [9][48]. Fundraising and Usage - The company has established specific accounts for the management of raised funds, ensuring compliance with regulations and proper usage [33][34]. - As of June 30, 2025, the company has no remaining unused funds from the fundraising activities, with all funds allocated as planned [36][39]. Upcoming Events - Jiangshun Technology will hold its second extraordinary general meeting of 2025 on September 12, 2025, to discuss the profit distribution plan and other matters [52][53].

舆情管理制度 第一章 总则 第一条 为了提高江苏江顺精密科技集团股份有限公司（以下简称"公司"） 应对各类舆情的能力，建立快速反应和应急处置机制，及时、妥善处理各类舆情 对公司股价、商业信誉及正常生产经营活动造成的影响，切实保护投资者合法权 益，现根据《深圳证券交易所股票上市规则》等法律、法规、规范性文件和《公 司章程》的有关规定，制订本制度。 本制度适用于公司及合并报表范围内的各级子公司。 舆情管理制度 二〇二五年八月 江苏江顺精密科技集团股份有限公司 江苏江顺精密科技集团股份有限公司 第二条 本制度所称舆情包括： (一)报刊、电视、网络等媒体对公司进行的负面报道； (二)社会上存在的已经或者即将给公司造成不良影响的传言或信息； (三)可能或者已经影响社会公众者投资取向，造成股价异常波动的信息； (四)其他涉及公司信息披露且可能对公司股票及其衍生品交易价格产生较 大影响的信息。 第二章 舆情管理的组织体系及其工作职责 第三条 公司应对各类舆情（特别是重大舆情及媒体质疑信息）实行统一领 导、统一组织、快速反应、协同应对。 第四条 公司应成立舆情处理工作小组（以下简称"舆情工作组"），由公司 董事长任组长，董事 ...