Core Viewpoint - The announcement details the shareholding changes of Jiangsu Tongrun Equipment Technology Co., Ltd. due to the share reduction plan executed by its shareholders, Zhuhai Yuening Management Consulting Partnership and Zhuhai Kangdong Equity Investment Partnership, which resulted in a decrease in their combined shareholding from 9.9099% to 8.9003% [1][5]. Shareholder Reduction Details - Zhuhai Yuening reduced its holdings by 3,667,000 shares from August 1, 2025, to September 3, 2025, while Zhuhai Kangdong did not reduce any shares during this period [2][4]. - The average reduction price for Zhuhai Yuening was between 11.55 and 13.60 yuan per share [2][4]. Shareholding Structure Before and After Reduction - Before the reduction, Zhuhai Yuening held 18,170,174 shares, representing 5.0023% of the total share capital, which decreased to 14,503,174 shares, or 3.9928% after the reduction [3][4]. - Zhuhai Kangdong maintained its holdings at 17,825,853 shares, which accounted for 4.9075% both before and after the reduction [3][4]. Compliance and Regulatory Adherence - The reduction plan was disclosed in accordance with the relevant regulations, and the actual reduction was within the previously announced plan, indicating compliance with the Securities Law and other regulatory requirements [4][6]. - The implementation of the reduction plan will not lead to a change in control of the company, nor will it significantly impact the company's governance structure or future operations [5][6].

Core Viewpoint - Tongrun Equipment (002150) announced that its production and operational activities are normal, with no significant changes in the internal and external operating environment [1] Company Information - The company, its controlling shareholder, and actual controller have no undisclosed significant matters related to the company or any major matters under planning [1] - During the period of abnormal stock trading fluctuations, the controlling shareholder and actual controller did not engage in buying or selling the company's stock [1]

证券代码：002150 证券简称：通润装备 公告编号：2025-043 江苏通润装备科技股份有限公司 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、股票交易异常波动情况的说明 江苏通润装备科技股份有限公司（以下简称"公司"）股票（证券简称：通 润装备，证券代码：002150）于 2025 年 9 月 3 日、9 月 4 日连续两个交易日内 收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》的相关规 定，属于股票交易异常波动的情况。 二、公司关注并核实的相关情况 3、目前公司生产经营活动一切正常，内外部经营环境未发生重大变化。 4、公司、控股股东和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。 5、股票交易异常波动期间，控股股东、实际控制人不存在买卖公司股票的 情形。 三、是否存在应披露而未披露信息的说明 公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协 1 议等；董事会也未获悉公司有根据《深圳证 ...

证券代码：002150 证券简称：通润装备 公告编号：2025-042 江苏通润装备科技股份有限公司 关于股东及其一致行动人权益变动触及 1%整数倍 及减持计划期限届满暨实施情况的公告 本公司股东珠海悦宁管理咨询合伙企业（有限合伙）及其一致行动人珠海 康东股权投资合伙企业（有限合伙）保证向公司提供的信息披露内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及全体董事会成员保证公告内容与信息披露义务人提供的信息一致。 江苏通润装备科技股份有限公司（以下简称"公司"）于 2025 年 5 月 13 日 在巨潮资讯网（www.cninfo.com.cn）披露了《关于持股 5%以上股东及其一致行 动人减持股份预披露公告》（公告编号：2025-028）。公司股东珠海悦宁管理咨询 合伙企业（有限合伙）（以下简称"珠海悦宁"）及其一致行动人珠海康东股权投 资合伙企业（有限合伙）（以下简称"珠海康东"）计划自 2025 年 6 月 5 日至 2025 年 9 月 4 日（根据中国证券监督管理委员会及深圳证券交易所相关规定禁止减持 的期间除外），以集中竞价方式、大宗交易方式合计减持公司股份不超过 7,264, ...

Group 1: Stock Market Performance - 12 stocks had closing orders exceeding 100 million yuan, with Anzheng Fashion and Tianji Co. each surpassing 200 million yuan in closing orders [2] - The top three stocks by closing order volume were Longxin Co. (458,500 hands), Pacific Securities (344,600 hands), and Victory Precision (318,500 hands) [2] - Hongyu Packaging achieved a revenue of 321 million yuan in the first half of the year, a year-on-year increase of 5.54%, with a net profit of 12.21 million yuan, up 147.37% [2] Group 2: Company Financials - Tianji Co. reported a revenue of 1.068 billion yuan in the first half of the year, a year-on-year increase of 19.16%, but incurred a net loss of 52.36 million yuan [3] - Hongyu Packaging's net profit growth was attributed to increased sales of color-printed composite packaging products and improved gross margins due to changes in product and customer structure [2] - Anzheng Fashion's subsidiary provides e-commerce platform operations for international brands, contributing to its performance growth [5] Group 3: Industry Insights - Solid-state batteries are identified as a promising next-generation lithium battery technology, with investment opportunities arising from material innovation and accelerated industrialization [3] - The cross-border e-commerce sector is experiencing growth, with companies like Zhongyuan Home and Anzheng Fashion expanding their market presence [5] - The sports industry is leveraging events to boost cultural and tourism consumption, with companies like Lingnan Holdings and Yuanlong Yatu focusing on major sports events [6]

Market Overview - The general equipment sector experienced a decline of 2.54% on September 4, with Newray Materials leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Top Performers - Tongrun Equipment (002150) saw a significant increase of 10.00%, closing at 15.84 with a trading volume of 90,000 shares and a turnover of 143 million yuan [1] - Meixin Mansen (873833) rose by 9.63%, closing at 26.30 with a trading volume of 108,000 shares and a turnover of 284 million yuan [1] - Other notable gainers include Qianjin Technology (873679) up 7.42%, Hongsheng Co. (603090) up 7.03%, and Duople (301528) up 6.71% [1] Major Decliners - Newray Materials (300260) experienced a sharp decline of 13.42%, closing at 36.71 with a trading volume of 501,500 shares and a turnover of 1.968 billion yuan [2] - Dingtai High-Tech (301377) fell by 13.40%, closing at 64.37 with a trading volume of 106,200 shares and a turnover of 722 million yuan [2] - Other significant losers include Rongyi Precision (873223) down 12.21% and Liou Co. (002131) down 10.00% [2] Capital Flow - The general equipment sector saw a net outflow of 4.183 billion yuan from institutional investors, while retail investors contributed a net inflow of 3.935 billion yuan [2][3] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2][3] Individual Stock Capital Flow - Aywei Co. (002559) had a net inflow of 94.62 million yuan from institutional investors, but saw outflows from both retail and speculative investors [3] - Zhongnan Culture (002445) also experienced a net inflow of 45.34 million yuan from institutional investors, with outflows from other investor types [3] - Macro trends indicate that institutional investors are cautious, while retail investors are more optimistic about certain stocks [3]

Market Overview - A-shares experienced a collective pullback on September 4, with the Shanghai Composite Index down 1.97% to 3738.32 points, Shenzhen Component Index down 2.37%, ChiNext Index down 3.2%, and the Sci-Tech Innovation 50 Index down 5.38% [1] - The North Exchange 50 Index rose 0.58% against the trend [2] - The micro-cap stock index increased by 1.32% [3] - The total trading volume in the Shanghai and Shenzhen markets reached 1.59 trillion yuan, an increase of 142.7 billion yuan compared to the previous trading day [4] - A total of 2629 stocks rose, 32 stocks hit the daily limit, and 2606 stocks fell [5] New Energy Sector - The new energy sector saw a significant surge, with multiple new energy ETFs performing well and several stocks hitting the daily limit [6] - The power battery index, energy storage index, and lithium battery index rose by 2.65%, 2.32%, and 1.43% respectively [6] - Yiwei Lithium Energy (300014) surged by 6.17% to 67.96 yuan per share, with a market capitalization of 139 billion yuan [6] - Notable performers included Tianhong Lithium Battery, which hit the daily limit, and other companies like Tongrun Equipment and Tianji Technology, which also saw substantial gains [7][8] - Data from the Passenger Car Association indicated that 1.079 million new energy passenger vehicles were sold in August, a year-on-year increase of 5% and a month-on-month increase of 9%, with a penetration rate of 55.3% [9] CPO Concept Stocks - CPO concept stocks, including optical modules and optical chips, experienced a significant decline after a previous surge [11] - The CPO concept sector fell by 10% on September 4, following a 7.04% increase on September 1 [12] - Major stocks like Xinyi Technology, Zhongji Xuchuang, and Tianfu Communication led the decline, each dropping over 11% [13] - The FTSE Russell announced changes to the FTSE China 50 Index and FTSE China A50 Index, including the addition of companies like BeiGene and Xinyi Technology [14] Consumer Sector - The consumer sector showed activity, with the restaurant and tourism sector rising by 2.85% and the retail sector increasing by nearly 2% [15] - Companies such as Lingnan Holdings and Changbai Mountain saw significant gains, with some hitting the daily limit [15] - The Ministry of Culture and Tourism projected that domestic tourism will reach 1.43 billion trips by 2025, recovering to 112% of 2019 levels [15] - A report from Caitong Securities indicated that the restaurant industry is in a recovery phase, with government policies expected to stimulate consumption, particularly in wedding and group dining scenarios [15]

Group 1: Company Developments - Anzheng Fashion focuses on mid-to-high-end brand fashion, achieving a turnaround in net profit year-on-year in the first half of the year [2] - Zhengye Technology's subsidiary has mastered the "silver-free process" for heterojunction battery technology [2] - Meibang Clothing, a leading domestic leisure apparel brand, is set to enhance its production capacity for foldable screens significantly by 2025 [3] Group 2: Industry Trends - The State Council emphasizes the acceleration of service consumption and new consumption growth points [2] - The demand for data centers and energy storage is expected to grow rapidly [4] - The National Development and Reform Commission is promoting the development of the biopharmaceutical industry among central enterprises [4] Group 3: Market Movements - Companies like Tongrun Equipment and China Ruilin are experiencing stock price increases, with Tongrun Equipment's stock rising for two consecutive days [4] - The international gold price has reached a historical high, benefiting companies like Eurasia Group, which collaborates with well-known gold brands [4] - The stock price of Pop Mart has reached a new historical high, indicating strong market interest in IP economy [5]

9月3日，A市场全天震荡分化，三大指数涨跌不一。从板块来看，光伏概念股午后走强，上能电气与科 新机电均20cm涨停，阳光电源涨超15%，春兴精工、鹿山新材、通润装备多只个股涨停。 国金证券研报表示，光伏产业链价格7月出现明显回暖，短期仍以平稳为主。截至8月下旬，国内多晶硅 致密料成交价较上月底略有上涨，单晶硅片、太阳能电池价格小幅反弹，组件价格保持平稳。行业基本 面出现积极变化，底部特征显现。 0:00 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 买方营业部 | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-09-03 | 002150 | 通润装备 | 12.83 | 23.85 | | 306.00 浙商证券股份有限 | 申万宏源证券有限 | | | | | | | | 公司金华分公司 | 公司北京繁竹院路 | | | | | | | | | 证券营业部 | | 2025-09-03 | 002150 | 通润装备 | 12.83 | 23.00 | 295.09 | 中国银河证券股份 | 申万宏源证券有限 | | | | | | | | 有限公司南京洪武 | 公司北京紫竹院路 | | | | | | | | 路证券营业部 | 证券营业部 | | 2025-09-03 | 002150 | 通润装备 | 12.83 | 20.00 | | 256.60 机构专用 | 申万宏源证券有限 | | | | | | | ...