证券代码：002026 证券简称：山东威达 公告编号：2025-071 山东威达机械股份有限公司（以下简称"公司"）于 2025 年 8 月 23 日召开第十届董事 会第四次会议、于 2025 年 9 月 11 日召开 2025 年第二次临时股东大会，分别审议通过了《关 于变更经营范围、注册资本、取消监事会暨修订<公司章程>的议案》，同意公司总股本由 445,703,339 股减少至 440,531,939 股，注册资本由 445,703,339 元变更为 440,531,939 元， 并变更公司经营范围，增加"发电业务、输电业务、供（配）电业务"。详细内容请见公司 分别于 2025 年 8 月 26 日、2025 年 9 月 12 日刊登在《中国证券报》《证券时报》及巨潮资 讯网 http://www.cninfo.com.cn 上的《第十届董事会第四次会议决议公告》（公告编号： 2025-056）、《2025 年第二次临时股东大会决议公告》（公告编号：2025-062）。 近日，公司就上述变更经营范围、注册资本等事宜完成了工商登记变更、备案手续，并 领取了威海市市场监督管理局换发的《营业执照》。《营业执照 ...

Market Overview - The general equipment sector increased by 0.69% on December 1, with Youji Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Top Gainers in General Equipment Sector - Youji Co., Ltd. (Code: 920943) closed at 24.11, up 11.98% with a trading volume of 44,100 shares and a turnover of 106 million yuan [1] - Iceberg Cold Chain (Code: 000530) closed at 6.77, up 10.08% with a trading volume of 673,600 shares and a turnover of 437 million yuan [1] - Zhongshu Co., Ltd. (Code: 300553) closed at 38.36, up 7.00% with a trading volume of 69,900 shares and a turnover of 263 million yuan [1] Top Losers in General Equipment Sector - Hexin Instruments (Code: 688622) closed at 109.50, down 6.03% with a trading volume of 20,800 shares and a turnover of 232 million yuan [2] - Yonghe Intelligent Control (Code: 002795) closed at 6.65, down 4.18% with a trading volume of 673,400 shares and a turnover of 448 million yuan [2] - Silin Jie (Code: 688115) closed at 65.42, down 4.05% with a trading volume of 15,800 shares and a turnover of 10.5 million yuan [2] Capital Flow Analysis - The general equipment sector experienced a net outflow of 337 million yuan from institutional investors, while retail investors saw a net inflow of 219 million yuan [2][3] - Iceberg Cold Chain had a net inflow of 122 million yuan from institutional investors, but a net outflow of 23 million yuan from retail investors [3] - New Lai Materials (Code: 300260) had a net inflow of 117 million yuan from institutional investors, with retail investors also experiencing a net outflow of 72 million yuan [3]

Group 1 - The A-share market saw a collective rise in the three major indices on December 1, with the Shanghai Composite Index increasing by 0.25% during the session. Key sectors that performed well included precious metals, energy equipment, and communication devices, while engineering machinery and power generation equipment faced declines [1] - The machine tool sector showed strength, with the Machine Tool ETF (159663) rising by 0.50% as of 10:34 AM. Notable individual stock performances included Shandong Weida up by 6.78%, Hengfeng Tools up by 4.64%, and Genesis up by 3.10% [1] Group 2 - Bain & Company released a report on November 26 predicting that global humanoid robot annual sales could reach 6 million units by 2035, with a market size exceeding $120 billion. In an optimistic scenario, sales could surpass 10 million units, leading to a market size of $260 billion [3] - Guohai Securities indicated that the wave of electrification and intelligence is leading to the emergence and iteration of humanoid robot products, which is expected to open up a market space broader than that of automobiles. The humanoid robot industry chain is poised for significant investment opportunities as it transitions from "0 to 1" [3] - The Machine Tool ETF (159663) closely tracks the China Securities Machine Tool Index, which encompasses a critical segment of China's manufacturing industry—high-end equipment manufacturing. This includes sectors such as laser equipment, machine tools, robots, and industrial control equipment, representing a core area for innovation-driven and industrial upgrade practices [3]

Group 1 - Hekang New Energy's subsidiary received a government subsidy of 6 million yuan, accounting for 58.27% of the company's latest audited net profit attributable to shareholders [1] - Anhui Construction won two major EPC projects with a total bid price of 2.603 billion yuan [2] - Tianrun Dairy's wholly-owned subsidiary received a government subsidy of 7.9094 million yuan, representing 18.12% of the company's audited net profit for 2024 [2] Group 2 - Yunnan Gold's subsidiary obtained a mining license for the Xinxiao County Tanxi Tungsten Mine, with a production capacity of 990,000 tons per year [5][22] - Yanzhou Coal Energy plans to acquire 100% equity of a high-end support company for 345 million yuan [6] - Heng Rui Pharmaceutical received approval for multiple drug clinical trials, including Sulfate Amexitin tablets [8] Group 3 - Huazhi Jie plans to invest 157 million yuan to establish five wholly-owned subsidiaries to expand its global strategy [1] - Junting Hotel's controlling shareholder is planning a change of control, leading to a continued suspension of trading [4] - Funi Technology's shareholder plans to reduce its stake by up to 1.68% [10] Group 4 - Midea Group's subsidiary received a government subsidy of 6 million yuan, which is 58.27% of the company's latest audited net profit [1] - Hunan Gold's subsidiary obtained a mining license for tungsten, iron, and silver, with a production scale of 990,000 tons per year [5][22] - Xin Hua Pharmaceutical received approval for the listing application of Acetate Prednisone raw material [24][25] Group 5 - Zhejiang Pharmaceutical plans to spin off its subsidiary for a listing on the Hong Kong Stock Exchange [28] - Kesheng Technology plans to invest 61.2 million yuan to acquire 51% of Shenzhen Guanding [30] - Tian Shan Aluminum's 1.4 million tons electrolytic aluminum green low-carbon energy efficiency improvement project has commenced production [38]

Core Viewpoint - The company has approved a mid-term profit distribution plan for 2025, allowing for a cash dividend of 0.50 RMB per 10 shares to all shareholders, based on a total share capital of 440,531,939 shares as of September 30, 2025 [2][6]. Group 1: Profit Distribution Plan - The 2024 annual shareholders' meeting authorized the board to formulate a mid-term dividend plan for 2025, which was subsequently approved in a board meeting on October 25, 2025 [2][4]. - The cash dividend distribution will be 0.50 RMB per 10 shares, with adjustments made if the total share capital changes due to share buybacks or other reasons [2][6]. - The distribution plan aligns with the board's previously approved profit distribution scheme [4][5]. Group 2: Dividend Taxation - For QFII and RQFII investors, the cash dividend will be 0.45 RMB per 10 shares after tax deductions [6]. - Different tax rates apply for individual shareholders based on their holding period, with specific amounts to be paid depending on the duration of shareholding [6]. Group 3: Key Dates - The record date for the dividend distribution is set for December 3, 2025, and the ex-dividend date is December 4, 2025 [6][7]. Group 4: Distribution Method - The cash dividends will be directly credited to the shareholders' accounts through their securities companies on the ex-dividend date [8].

Group 1 - Company A (奥美森) announced a cash dividend of 5.00 RMB per 10 shares (including tax), with the record date on December 1, 2025, and the ex-dividend date on December 2, 2025 [1] - Company B (思特威-W) declared a cash dividend of 0.125 RMB per share (including tax), with the record date on December 2, 2025, and the ex-dividend date on December 3, 2025 [1] - Company C (江阴银行) will distribute a cash dividend of 1.0 RMB per 10 shares (including tax), with the record date on December 2, 2025, and the ex-dividend date on December 3, 2025 [1] Group 2 - Company D (山东威达) announced a cash dividend of 0.50 RMB per 10 shares (including tax), with the record date on December 3, 2025, and the ex-dividend date on December 4, 2025 [2] - The Low Volatility Dividend Index (红利低波) consists of 50 securities with good liquidity, continuous dividends, moderate payout ratios, positive growth in dividends per share, and low volatility, with a dividend yield of 4.12% as of November 26 [3] - The Dividend Quality Index (红利质量) includes 50 securities with continuous cash dividends and high payout ratios, showing a dividend yield of 3.44% as of November 26 [3]

Group 1 - The company Shandong Weida announced a profit distribution plan, proposing a cash dividend of 0.5 RMB per 10 shares to all shareholders, based on approximately 441 million shares after excluding repurchased shares [1] - The ex-dividend date is set for December 4, 2025, with the record date on December 3, 2025 [1] - As of the report, Shandong Weida has a market capitalization of 6 billion RMB [1] Group 2 - For the first half of 2025, the revenue composition of Shandong Weida is as follows: electric tool accessories account for 60.91%, new energy industry business for 28.55%, high-end intelligent equipment manufacturing for 7.67%, and other industries for 2.86% [1]

证券代码：002026 证券简称：山东威达 公告编号：2025-070 山东威达机械股份有限公司 2025 年度中期分红派息实施公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误导性 陈述或者重大遗漏。 一、股东会审议通过利润分配方案情况 1、2025 年 5 月 20 日，山东威达机械股份有限公司（以下简称"公司"）召开 2024 年 年度股东大会，审议通过了《关于授权董事会制定 2025 年度中期分红方案的议案》，批准授 权董事会根据股东会决议在符合利润分配的条件下制定具体的中期分红方案，授权期限自 2024 年度股东大会审议通过之日起至上述授权事项办理完毕之日止。 根据 2024 年年度股东大会授权，公司于 2025 年 10 月 25 日召开第十届董事会第五次会 议，审议通过了《关于 2025 年度中期分红预案的议案》，同意以截止 2025 年 9 月 30 日公司 总股本 440,531,939 股为基数，向全体股东每 10 股派发现金红利 0.50 元（含税），不送红 股，不以资本公积金转股。若在利润分配方案披露至实施期间，公司总股本由于股份回购、 股权激励行权、减资等 ...

Core Points - The Shanghai Composite Index is at 3970.29 points with a change of 0.26%, and the total trading volume of A-shares is 1,534.396 billion yuan [1] - A total of 80 A-shares have seen their 5-day moving average cross below the 10-day moving average, indicating potential bearish trends [1] Summary of Companies - **Beifang Copper (000737)**: Today's change is +0.41%, with a 5-day moving average of 15.35 yuan, which is -1.96% lower than the 10-day moving average of 15.66 yuan [1] - **Huali Co., Ltd. (603038)**: Today's change is +2.30%, with a 5-day moving average of 20.29 yuan, which is -1.81% lower than the 10-day moving average of 20.67 yuan [1] - **Suotong Development (603612)**: Today's change is +2.12%, with a 5-day moving average of 24.45 yuan, which is -1.61% lower than the 10-day moving average of 24.85 yuan [1] - **New Lai Materials (300260)**: Today's change is +0.34%, with a 5-day moving average of 58.73 yuan, which is -1.55% lower than the 10-day moving average of 59.65 yuan [1] - **Lianchuang Optoelectronics (600363)**: Today's change is -0.29%, with a 5-day moving average of 61.53 yuan, which is -1.33% lower than the 10-day moving average of 62.36 yuan [1] - **Guangfa Securities (000776)**: Today's change is +0.27%, with a 5-day moving average of 22.61 yuan, which is -1.26% lower than the 10-day moving average of 22.90 yuan [1] - **China Electric Research (688128)**: Today's change is +0.77%, with a 5-day moving average of 31.90 yuan, which is -1.20% lower than the 10-day moving average of 32.29 yuan [1] - **StarNet (002396)**: Today's change is -0.73%, with a 5-day moving average of 26.52 yuan, which is -1.01% lower than the 10-day moving average of 26.79 yuan [1] - **Shan Zi Gaoke (000981)**: Today's change is +1.84%, with a 5-day moving average of 3.94 yuan, which is -0.93% lower than the 10-day moving average of 3.98 yuan [1] - **ST Weier (002058)**: Today's change is +1.78%, with a 5-day moving average of 25.25 yuan, which is -0.92% lower than the 10-day moving average of 25.49 yuan [1] - **Titan Chemical (002145)**: Today's change is +2.80%, with a 5-day moving average of 5.51 yuan, which is -0.85% lower than the 10-day moving average of 5.56 yuan [1] - **Hank Technology (688006)**: Today's change is +2.84%, with a 5-day moving average of 31.95 yuan, which is -0.82% lower than the 10-day moving average of 32.21 yuan [1] - **Inner Mongolia First Machinery (600967)**: Today's change is +0.60%, with a 5-day moving average of 18.61 yuan, which is -0.80% lower than the 10-day moving average of 18.76 yuan [1] - **Liangjiu 12 (301592)**: Today's change is -0.24%, with a 5-day moving average of 124.73 yuan, which is -0.77% lower than the 10-day moving average of 125.69 yuan [1] - **Zhongwu Robotics (688297)**: Today's change is +0.06%, with a 5-day moving average of 47.82 yuan, which is -0.77% lower than the 10-day moving average of 48.19 yuan [1] - **Chihong Zn & Ge (600497)**: Today's change is +0.62%, with a 5-day moving average of 6.63 yuan, which is -0.76% lower than the 10-day moving average of 6.68 yuan [1] - **Dadi (688077)**: Today's change is -0.27%, with a 5-day moving average of 34.01 yuan, which is -0.74% lower than the 10-day moving average of 34.26 yuan [1]

Investment Rating - The investment rating for Shandong Weida is "Buy" (maintained) [1] Core Views - The company reported strong profit growth in Q3 2025, with a revenue of 1.439 billion yuan for the first three quarters, a year-on-year decrease of 10.89%, while the net profit attributable to the parent company was 230 million yuan, an increase of 15.22% year-on-year [4] - The global electric tool market is expected to recover, with a projected year-on-year shipment growth of 24.8% in 2024, reaching 570 million units [5] - The company is expanding its business layout, focusing on new energy and high-end manufacturing as its two wings, with core products including lithium battery packs and precision castings [5] Financial Summary - For Q3 2025, the company achieved a revenue of 525 million yuan, a year-on-year decrease of 1.81%, while the net profit attributable to the parent company was 72 million yuan, an increase of 30.72% year-on-year [4] - The gross profit margin for Q3 2025 was 21.05%, a year-on-year decrease of 3.52 percentage points [4] - The projected revenues for 2025-2027 are 2.559 billion, 2.900 billion, and 3.216 billion yuan respectively, with corresponding net profits of 322 million, 365 million, and 399 million yuan [6]