3架租出去的飞机滞留俄罗斯后，山河智能（002097.SZ）终于收到了保险赔偿金。 8月11日，山河智能公告称，公司全资子公司AVMAX曾与俄罗斯客户签订三份飞机租赁合同。自2022年2月地缘政治冲突以来，航空业在制裁范围内。 AVMAX根据相关政策，多次尝试召回上述租赁在俄罗斯的飞机。尽管已持续进行交涉与回收操作，仍无法成功收回涉事飞机。 | 飞机类型 | 序列号 | 承租方 | 合同开始日期 | 合同到期日期 | 租期 | | --- | --- | --- | --- | --- | --- | | DHC-8-300 | 443 | Yakutia Airlines | 2019年7月18日 | 2027年7月17日 | 96个月 | | DHC-8-200 | 459 | Aurora JSC | 2012年3月1日 | 2024年6月30日 | 148个月 | | DHC-8-200 | 457 | Aurora JSC | 2012年3月1日 | 2024年6月30日 | 148个月 | 据公司官网，山河智能在2002年就进入通用航空领域，2016年成功收购加拿大AVMAX公司，业务细分为航空制 ...

Group 1 - Company Shanhe Intelligent received an insurance payout of 290 million yuan (approximately 29 million USD) from a US insurance company due to aircraft stranded in Russia amid geopolitical conflicts [3][5] - The aircraft were leased to Russian clients, and despite multiple attempts to recover them since the conflict began in February 2022, the company was unable to do so [4][5] - The net impact of the insurance payout on the company's net profit is approximately 126.23 million yuan, which accounts for 172.92% of the company's audited net profit for the previous year [5][6] Group 2 - Shanhe Intelligent's stock has seen significant growth, with a cumulative increase of 116% over 16 trading days, including 9 trading days with price limits [6] - The company's main business areas include engineering machinery, aviation equipment and services, and special equipment, providing comprehensive solutions to global clients [6] - In 2024, the revenue from the aviation business was 1.013 billion yuan, representing 14.24% of total revenue, with a gross margin of 60.71% [7] Group 3 - The total number of shareholders for Shanhe Intelligent has increased to 240,460, reflecting a change of 37.53% [8] - The company has previously fully recognized impairment for the three aircraft, indicating that the recent insurance payout is considered a non-recurring gain [6]

Core Viewpoint - Shanhe Intelligent has received an insurance compensation of 160 million yuan from a U.S. insurance company due to aircraft rental contracts with Russian clients that could not be fulfilled due to geopolitical conflicts [3][4][6]. Summary by Sections Company Overview - Shanhe Intelligent's main business areas include engineering machinery, aviation equipment and services, and special equipment, providing comprehensive solutions to global clients [10]. - The company's primary products consist of excavators, piling machinery, aerial work platforms, mining equipment, emergency rescue equipment, oil and gas pipeline equipment, railway maintenance equipment, and green energy extraction equipment [10]. Insurance Compensation Details - Shanhe Intelligent's wholly-owned subsidiary, AVMAX, had signed three aircraft rental contracts with Russian clients, which became uncollectible due to geopolitical tensions since February 2022 [4][6]. - AVMAX reached an agreement with the insurance underwriters, confirming an insurance payout of 29 million USD, with a net amount of approximately 22.97 million USD after legal fees [6]. - The received insurance compensation, converted at the exchange rate of 7.1382, amounts to approximately 163.93 million yuan, impacting the company's net profit by about 126.23 million yuan, which is 172.92% of the previous year's audited net profit [6]. Stock Performance - Following the recent developments, Shanhe Intelligent's stock has seen significant increases, with a cumulative rise of 116% over 16 trading days, including 9 trading limits [6]. - As of the latest data, the company's market capitalization reached 19.2 billion yuan [6]. Financial Metrics - In the fiscal year 2024, Shanhe Intelligent's aviation business generated revenue of 1.013 billion yuan, accounting for 14.24% of total revenue, with a gross margin of 60.71% [10]. - The total number of shareholders has increased significantly, with the latest count at 240,046, reflecting a growth rate of 37.53% [11].

Core Viewpoint - The company Shanhai Intelligent has received insurance compensation for three aircraft that were stranded in Russia due to geopolitical conflicts, marking a significant financial event for the company [2][5]. Group 1: Company Overview - Shanhai Intelligent's wholly-owned subsidiary AVMAX had signed three aircraft leasing contracts with Russian clients, which became problematic following the geopolitical conflict that began in February 2022 [2]. - The company entered the general aviation sector in 2002 and acquired Canadian AVMAX in 2016, establishing a comprehensive industry chain that includes aircraft manufacturing, operation, and service [5]. Group 2: Financial Impact - AVMAX has reached an agreement with its insurance provider for a compensation amount of $29 million, with a net amount of approximately $22.97 million received after deducting legal fees [5]. - The insurance compensation, after tax deductions, is expected to positively impact the company's net profit by approximately 126 million yuan, which represents 172.92% of the company's net profit attributable to shareholders from the previous year [5]. Group 3: Market Performance - As of the latest report, Shanhai Intelligent's revenue for the first quarter of 2025 was 1.513 billion yuan, a decrease of 8.96% year-on-year, while the net profit attributable to shareholders increased by 57.31% to 32.46 million yuan [7]. - The company's stock has experienced significant growth, with a cumulative increase of 123.19% over 16 trading days, leading to a market capitalization of approximately 19.2 billion yuan [7]. Group 4: Industry Context - Other companies, such as Zhejiang Rifa Precision Machinery Co., Ltd., are also facing challenges with aircraft stranded in Russia, highlighting a broader issue within the aviation leasing industry due to geopolitical tensions [7][8]. - Rifa's subsidiary Airwork Holdings has initiated legal action against its insurance provider regarding compensation for aircraft that remain in Russia, indicating ongoing disputes in the industry related to insurance claims [7][10].

Core Viewpoint - The company Shanhai Intelligent (002097.SZ) has received insurance compensation of $29 million for three aircraft that were stranded in Russia due to geopolitical conflicts, significantly impacting its financials and operations [1][5]. Group 1: Aircraft Leasing and Insurance Compensation - Shanhai Intelligent's wholly-owned subsidiary AVMAX had signed three aircraft leasing contracts with Russian clients, which became problematic following the geopolitical conflict that began in February 2022 [1][5]. - AVMAX attempted multiple times to recall the aircraft but was unsuccessful, leading to the eventual insurance claim [1][5]. - The insurance compensation received amounts to $29 million, with a net amount of approximately $22.97 million after deducting legal fees, translating to about 164 million RMB [5]. Group 2: Financial Impact - The insurance payout, after tax deductions, is expected to positively impact the company's net profit by approximately 126 million RMB, accounting for 172.92% of the previous year's net profit attributable to shareholders [5]. - The company had previously fully impaired the value of the three aircraft, making this insurance payout a non-recurring gain [5]. Group 3: Market Performance - As of the latest report, Shanhai Intelligent's revenue for the first quarter of 2025 was 1.513 billion RMB, a year-on-year decrease of 8.96%, while the net profit attributable to shareholders increased by 57.31% to 32.46 million RMB [8]. - The stock has seen significant movement, with 9 trading days of limit-up gains over the past 16 days, resulting in a cumulative increase of 123.19%, bringing the market capitalization to approximately 19.2 billion RMB [8]. Group 4: Industry Context - Other companies, such as Zhejiang Rifa Precision Machinery Co., Ltd. (002520.SZ), are also facing similar issues with aircraft stranded in Russia, indicating a broader industry challenge due to geopolitical tensions [10][11]. - Rifa's subsidiary Airwork Holdings Limited has initiated legal action against insurance companies for compensation related to aircraft leasing contracts affected by the same geopolitical issues [10][11].

人民财讯8月11日电，【热点】 【经营业绩】 露笑科技：筹划发行H股并在香港联交所上市。 中国重工：自8月13日起连续停牌直至终止上市。 海康威视：董事长提议实施2025年中期分红，拟10派4元（含税）。 北大医药：全资子公司北医医药6月以来主营业务已基本中止。 皇庭国际：深圳皇庭广场将被司法拍卖，起拍价30.53亿元。 *ST苏吴：控股孙公司就Regen Biotech违约提起仲裁并获受理立案。 ST易购：拟支付2.2亿元与家乐福方达成债务和解协议。 上海建科：公司董事陈为接受纪律审查和监察调查。 金鹰重工：与新藏铁路有限公司还未开展相关业务。 三连板吉视传媒：公司未参与投资目前上映的影片。 二连板天顺股份：公司未参与新藏铁路工程项目。 东芯股份：上海砺算未纳入公司合并报表范围。 【并购】 新晨科技：终止收购天一恩华96.96%股权事项。 光库科技：拟购买苏州安捷讯光电100%股权，12日复牌。 *ST生物：筹划购买慧泽医药51%股权，预计构成重大资产重组。 东方国信：拟控股视拓云，深化智能算力领域布局。 九鼎投资：拟控股南京神源生，切入机器人产业链关键环节。 煌上煌：拟4.95亿元收购立兴食品51%股权。 ...

Group 1 - The company, Shanhe Intelligent, reported that as of August 8, 2025, it had a total of 245,046 shareholders [2]

Core Viewpoint - The company has successfully received insurance compensation related to aircraft leasing contracts with Russian clients, significantly impacting its net profit for the previous fiscal year [1] Group 1: Company Actions and Financial Impact - The company's wholly-owned subsidiary signed three aircraft leasing contracts with Russian clients prior to the geopolitical conflict that began in February 2022 [1] - AVMAX has been unable to successfully recover the leased aircraft despite multiple attempts and negotiations due to sanctions affecting the aviation industry [1] - AVMAX reached an agreement with insurance underwriters, including Liberty Group, confirming an insurance claim amount of $29 million, with a net payout of $22.9651 million after deducting legal fees [1] - The company has received the full insurance payout of $22.9651 million, which translates to approximately ¥163.9295 million based on the exchange rate of 7.1382 [1] - After tax deductions, the insurance compensation will positively affect the company's net profit by approximately ¥126.2257 million, accounting for 172.92% of the company's audited net profit attributable to shareholders from the previous year [1]

Volatility - Today, 7 stocks in A-shares experienced a volatility exceeding 20% [1] - Stocks such as Huami New Materials, Huaxin New Materials, and Weier Gao had the highest volatility [1] Turnover Rate - A total of 29 stocks in A-shares had a turnover rate exceeding 30% today [1] - Leading stocks in turnover rate included C Tianfu Long, Jiaoda Iron and Steel, and Northern Long Dragon [1] Main Capital Flow - Main capital today saw a net inflow into sectors such as electronics, electrical equipment, and non-bank financials, while experiencing a net outflow from machinery, media, and defense industries [1] - Stocks with the highest net inflow of main capital included Dongfang Caifu (8.98 billion), Zhongji Xuchuang (8.10 billion), Guosheng Jinkong (8.02 billion), Xinyi Sheng (7.94 billion), and Shenghong Technology (7.08 billion) [1] - Stocks with the highest net outflow of main capital included Ningbo Yunsheng (5.16 billion), Shanhe Intelligent (4.82 billion), Guangxin Media (4.47 billion), Xiyu Tourism (3.88 billion), and Shanghai Hanhua (3.29 billion) [1]

| 飞机类型 | 序列号 | 承租方 | | 合同开始日期 | | | | | 合同到期日期 | | | 租期 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | DHC-8-300 | 443 | Yakutia Airlines | 2019 | 年 7 | 月 | 18 日 | 2027 | 年 | 7 月 | 17 日 | 96 | 个月 | | DHC-8-200 | 459 | Aurora JSC | 2012 | 年 3 | 月 | 1 日 | 2024 | 年 | 6 月 | 30 日 | 148 | 个月 | | DHC-8-200 | 457 | Aurora JSC | 2012 | 年 3 | 月 | 1 日 | 2024 | 年 | 6 月 | 30 日 | 148 | 个月 | 自 2022 年 2 月地缘政治冲突以来，航空业在制裁范围内。AVMAX 根据相关政 策，多次尝试召回租赁在俄罗斯的上述飞机。尽管已持续进行交涉与回收操作，仍 无法成功收回涉事飞机。 近日， ...