格隆汇9月5日丨软控股份(002073.SZ)公布，控股子公司青岛华控能源科技有限公司（简称"华控能源"） 与FIREMAX（CAMBODIA）TIRESCO.，LTD、SINOFOUNDATIONENGINEERING（CAMBODIA） CO.，LTD、UBEDEVELOPMENTCo.,Ltd.于近日签订《合资协议》，拟在柬埔寨桔井省斯奴县桔井经 济特区成立合资华中（桔井）能源热电有限公司【暂定】（简称"华中桔井"），投资生物质电厂项目， 华中桔井注册资本为1,387万美元，华控能源以自有及自筹资金出资707.37万美元，持股51%。 ...

Group 1 - The core viewpoint of the article highlights Soft Control Co., Ltd. (SZ 002073) announcing the convening of its ninth board meeting on September 5, 2025, to discuss investment proposals related to its subsidiaries [1] - For the first half of 2025, the revenue composition of Soft Control Co., Ltd. shows that the manufacturing and installation sector accounted for 97.17%, while the software sector contributed 2.83% [1] - As of the time of reporting, the market capitalization of Soft Control Co., Ltd. is 8.6 billion yuan [1] Group 2 - The article also discusses the challenges faced by Haidilao, noting that the survival rate of its sub-brands is below 50% [1]

Group 1 - The company announced that its subsidiary, Huakong Energy, has signed a joint venture agreement with FIREMAX (CAMBODIA) TIRESCO. LTD, SINO FOUNDATION ENGINEERING (CAMBODIA) CO. LTD, and UBE DEVELOPMENT Co., Ltd. to establish Huazhong (Jujing) Energy Thermal Power Co., Ltd. in Cambodia's Jujing Economic Zone [1] - The registered capital for Huazhong (Jujing) Energy Thermal Power Co., Ltd. is set at 13.87 million USD, with Huakong Energy contributing 7.0737 million USD, holding a 51% stake in the joint venture [1] - This investment does not constitute a related party transaction and is not classified as a major asset restructuring under the regulations of listed companies [1]

Core Viewpoint - The company emphasizes its global R&D system and multiple high-level innovation platforms, focusing on the development and industrialization of intelligent equipment for rubber tires, key manufacturing process technologies, and next-generation intelligent technologies [1] Company Summary - The company currently has no plans for acquiring chip companies [1]

Core Insights - The financial reports of 64 listed companies in Qingdao show overall stable performance, with 40 companies achieving revenue growth and 29 companies achieving both revenue and net profit growth in the first half of the year [1][15] - Haier Smart Home leads in both revenue and profit among Qingdao listed companies, reporting revenue of 156.49 billion yuan and net profit of 12.03 billion yuan [1][9] - Emerging industries such as new-generation information technology and artificial intelligence are highlighted as key growth areas, supported by policies like "old-for-new" [3][20] Industry Performance - New-generation information technology and artificial intelligence are prioritized industries in Qingdao, with companies like Hisense achieving revenue of 27.23 billion yuan, a 6.95% increase, and net profit of 1.06 billion yuan, a 26.63% increase [3][16] - The logistics sector shows strong performance, with companies like LeCang Logistics achieving a revenue increase of 20% and a net profit increase of 898.4% [13][12] - The automotive market continues to thrive, with companies like Sanxiang Technology reporting revenue of 5.29 billion yuan, a 22.3% increase, and net profit of 0.39 billion yuan, an 88.9% increase [6][20] Emerging Industries - 36 out of 64 listed companies are involved in emerging industries such as smart connected new energy vehicles, green energy, and intelligent equipment, accounting for over 56% of the total [20] - In the green energy sector, companies like Teruid achieve revenue of 6.255 billion yuan, a 16.72% increase, and net profit of 0.327 billion yuan, a 69.32% increase [7][21] Advantageous Industries - The three main advantageous industries in Qingdao are smart home appliances, high-end chemicals and new materials, and modern light industry, which show strong resilience and stability [8][22] - The smart home appliance sector benefits from the "old-for-new" policy, with Haier Smart Home's overseas business growing significantly in regions like South Asia and the Middle East [9][22] Service Sector - The service sector contributes nearly 60% to Qingdao's economic growth, with financial and logistics industries maintaining growth, while the retail sector undergoes significant adjustments [12][13] - Qingdao Bank reports a net profit of 3.152 billion yuan, a 16.25% increase, reflecting stable growth in a complex market environment [12][13]

Group 1 - The stock price of Ruankong Co., Ltd. has declined for six consecutive days, with a total drop of 8.75% during this period, currently trading at 8.13 CNY per share [1] - The company specializes in software and information technology equipment for the rubber industry, providing integrated intelligent solutions for tire manufacturers, and is involved in IoT, RFID, automation logistics, and new rubber materials [1] - The main revenue composition of the company includes 64.52% from rubber equipment systems, 34.82% from new rubber materials, and 0.66% from other sources [1] Group 2 - Xinhua Fund has a significant holding in Ruankong Co., Ltd., with its Xinhua Steady Return Flexible Allocation Mixed Fund holding 152,700 shares, accounting for 2.58% of the fund's net value [2] - The fund has experienced a floating loss of approximately 24,400 CNY today and a total floating loss of 119,100 CNY during the six-day decline [2] - The Xinhua Steady Return Flexible Allocation Mixed Fund has achieved a year-to-date return of 15.16% and a one-year return of 42.98%, ranking 3209 out of 7967 in its category [2]

Core Viewpoint - The Chinese rubber machinery industry has entered a high-level adjustment period after experiencing rapid growth in 2024, characterized by slight revenue growth, declining profits, and significant export increases [1] Revenue Growth - The rubber machinery industry achieved a slight revenue increase of 6.5% in the first half of the year, with total sales revenue reaching 58.1 billion yuan among 19 major enterprises, translating to an estimated industry total of 85 billion yuan, reflecting a growth rate of 5.2% [2][3] - The growth in revenue is primarily driven by orders carried over from 2024, but the overall growth rate has significantly slowed compared to previous years [2] Profit Decline - The industry is facing a notable decline in profitability, with many leading companies experiencing either revenue growth without profit increase or declines in both revenue and profit [4] - For instance, Soft Control Co. reported a revenue of 38.81 billion yuan, a year-on-year increase of 20.33%, but its net profit fell by 23.84% [4] - The decline in profits is attributed to intensified competition, changes in U.S. tariff policies, and exchange rate fluctuations, with Soft Control facing a foreign exchange loss of 11.75 million yuan, an increase of 45% year-on-year [4][5] Export Growth - The export market has emerged as a significant highlight for the industry, with export delivery value reaching 27.1 billion yuan, a year-on-year increase of 76.7%, contributing to an estimated total export revenue of 5.1 billion USD, up 72.9% [6] - Exports now account for 45.9% of the industry's total sales revenue, an increase of 14.6 percentage points from the previous year, indicating that foreign orders are becoming the core driver of industry growth [6] - Companies like Soft Control, Dalian Rubber Plastic Machinery, and Tianjin Sai Xiang have shown strong export performance, with Soft Control's foreign business revenue reaching 12.08 billion yuan, a growth of 78.75% [6] Market Dynamics - The export market is diversifying, with increased orders from Europe, America, and Africa, reflecting a shift in global tire production capacity [6] - The industry is expected to maintain an export growth rate of over 20% in 2025, which will help mitigate domestic adjustment pressures [6][7]

Group 1 - The latest stock price of the company is 8.80 yuan, with an increase of 0.03 yuan compared to the previous trading day [1] - The stock reached a high of 8.95 yuan and a low of 8.75 yuan during the trading session, with a trading volume of 495,600 hands and a transaction amount of 438 million yuan [1] - The company is primarily engaged in the research, development, production, and sales of rubber machinery, covering key equipment for the entire tire production process [1] Group 2 - The company announced a cash dividend distribution plan for the first half of 2025, proposing to distribute 0.50 yuan in cash for every 10 shares to all shareholders [1] - An increase in inventory is attributed to the growth in orders for the lithium battery business and the main business [1] - Data on capital flow indicates a net outflow of 21.47 million yuan from main funds on that day, with a cumulative net outflow of 112 million yuan over the past five trading days [1]

Core Viewpoint - The company has approved a cash dividend distribution plan for the first half of 2025, with a payout of RMB 0.50 per 10 shares, totaling approximately RMB 50.97 million [1][2][3] Dividend Distribution Plan - The approved plan involves a cash dividend of RMB 0.50 per 10 shares (including tax) to all shareholders, based on a total share capital of 1,019,490,531 shares as of August 10, 2025 [1][2] - The distribution will not include bonus shares or capital reserves, and adjustments will be made if the total share capital changes due to share buybacks or other reasons [1][2] Key Dates - The record date for the dividend distribution is set for September 2, 2025, and the ex-dividend date is September 3, 2025 [2][3] Eligible Shareholders - The dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, as of the record date [3] Distribution Method - Cash dividends will be directly credited to shareholders' accounts through their securities companies or other custodians on the ex-dividend date [3] Adjustments to Incentive Plans - Following the dividend distribution, the company will adjust the exercise prices and quantities related to its stock option and restricted stock incentive plans according to relevant regulations [3]

Core Viewpoint - The company announced a cash dividend distribution plan for the first half of 2025, indicating a commitment to returning value to shareholders [2] Summary by Relevant Sections - **Dividend Distribution**: The company will distribute a cash dividend of RMB 0.50 per 10 shares (including tax) to all shareholders, based on the total share capital [2] - **Key Dates**: The record date for the dividend is set for September 2, 2025, and the ex-dividend date is September 3, 2025 [2]