证券代码：002270 证券简称：华明装备 公告编号：〔2025〕072 号 华明电力装备股份有限公司 关于为下属全资公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保事项概述 （一）担保情况概述 2025 年 9 月 26 日，华明电力装备股份有限公司（以下简称"公司"或"华 明装备"）与南京银行股份有限公司上海分行（以下简称"南京银行"）签署《保 证合同》，公司拟为全资子公司上海华明电力设备制造有限公司（以下简称"上 海华明"）与南京银行签订的《人民币流动资金借款合同》（及其修订或补充，以 下简称"主合同"）而形成的债权本金人民币伍仟万元整和相应利息、违约金、 费用等债务提供连带责任保证。 （二）担保审议情况 公司分别于 2025 年 4 月 10 日、2025 年 5 月 15 日召开了第六届董事会第十 六次会议和 2024 年年度股东大会，审议并通过了《关于申请银行综合授信提供 担保的议案》。详见公司在巨潮资讯网披露的《董事会决议公告》（公告编号：〔2025〕 010 号）、《关于申请银行综合授信提供担保的公告》（公告编号 ...

Core Points - Huaming Power Equipment Co., Ltd. signed a guarantee contract with Nanjing Bank Shanghai Branch to provide a joint liability guarantee for a loan of 50 million yuan for its wholly-owned subsidiary, Shanghai Huaming Power Equipment Manufacturing Co., Ltd. [1] - The company's total guarantee balance for Shanghai Huaming increased from 913 million yuan to 963 million yuan, remaining within the authorized limit of 1.3 billion yuan [1] - Shanghai Huaming, established in 1995, is a 100% owned subsidiary of the company with a debt-to-asset ratio of 53.60% and is not a dishonest executor [1] - As of the announcement date, the company's total guarantee limit is 2,032.5 million yuan, with actual guarantees amounting to 450.0281 million yuan, and there are no overdue or other adverse situations [1]

Core Viewpoint - Huaming Equipment has experienced a decline in the number of shareholders for the second consecutive period, indicating potential shifts in investor sentiment and market dynamics [2]. Shareholder Information - As of September 20, the number of shareholders for Huaming Equipment was 28,841, a decrease of 1,825 from the previous period (September 10), representing a decline of 5.95% [2]. - This marks the second consecutive decline in the number of shareholders [2]. Stock Performance - The closing price of Huaming Equipment on the reporting date was 19.11 yuan, down 3.24%. Since the concentration of shares began, the stock price has cumulatively increased by 1.49% [2]. - Over the reporting period, the stock experienced five days of increases and three days of decreases [2]. Financing and Margin Data - As of September 19, the latest margin trading balance for the stock was 96.53 million yuan, with a financing balance of 94.84 million yuan [2]. - The financing balance has decreased by 16.63 million yuan during the current concentration period, reflecting a decline of 14.92% [2]. Financial Performance - In the first half of the year, Huaming Equipment achieved an operating income of 1.121 billion yuan, a year-on-year increase of 0.04% [2]. - The net profit for the same period was 368 million yuan, representing a year-on-year growth of 17.17% [2]. - The basic earnings per share were 0.4118 yuan, with a weighted average return on equity of 10.87% [2].

Group 1 - Foreign institutions have shown high frequency and broad coverage in their research on A-share listed companies, with 415 foreign institutions conducting a total of 1,885 research sessions since the second half of the year [1][2] - Key sectors of focus for foreign institutions include industrial machinery, electronic components, integrated circuits, electronic instruments, and medical equipment, with companies like Huichuan Technology, Estun, Huaming Equipment, and Optoelectronics receiving over 80 research sessions each [1][2] - Notable foreign institutions such as Point72, Goldman Sachs, Bank of America Securities, and Citigroup have been particularly active, with Point72 leading with 63 research sessions [2] Group 2 - The current global political and economic uncertainties have increased investor interest in assets with higher certainty, with China being viewed as a stable environment with strong economic resilience [2][3] - Emerging trends such as the rise of new consumption, strong demand for export trade, and investments related to artificial intelligence (AI) are boosting market confidence in China's economic growth prospects [3] - Foreign institutions are optimistic about sectors like technology, high-end manufacturing, and healthcare, with a clear investment logic emerging in these areas [4] Group 3 - The healthcare equipment sector has also attracted significant attention from foreign institutions, driven by long-term growth factors such as an aging population and increased health awareness among residents [5] - Foreign institutions recognize the long-term growth resilience of the Chinese economy and the trend of industrial upgrading, capturing investment opportunities through in-depth research [6]

Group 1 - A total of 395 foreign institutions have participated in A-share listed company research since the beginning of the second half of the year, with a cumulative research count of 1,782 times as of September 16 [1] - Point72 has conducted the most research, with 59 instances, while Goldman Sachs, Bank of America Securities, and Citigroup have each exceeded 40 research instances [1] Group 2 - Key sectors attracting foreign institutional attention include industrial machinery, electrical equipment, electronic instruments, and medical care equipment [3] - Companies such as Estun, Huaming Equipment, Opto, Tianfu Communication, Lens Technology, United Imaging, Mindray, and BeiGene have received research from over 50 foreign institutions [3] - Estun's recent investor relations activity indicates that foreign institutions like Merrill Lynch, Citigroup, Morgan Stanley, BNP Paribas, Deutsche Bank, and Point72 are focused on the demand situation in downstream industries, with Estun expecting continued growth in automotive, electronics, and lithium battery sectors [3] - United Imaging has reported that its AI-driven smart operation system has significantly improved efficiency and reduced costs, supporting its long-term development in the global medical imaging industry [3] - Many foreign institutions believe that the A-share market currently offers rich investment opportunities, particularly in the technology and pharmaceutical sectors [3] - Morgan Stanley recently highlighted areas to watch in the A-share market, including AI computing and applications, innovative drugs, new energy (benefiting from policy adjustments), semiconductors, new consumption, resource products, and high-end manufacturing [3]

Core Viewpoint - Huaming Equipment reported that as of September 10, 2025, the total number of shareholders is 30,666 [2] Company Summary - The company is actively engaging with investors through interactive platforms to provide updates on shareholder statistics [2] - The total number of shareholders indicates a growing interest in the company, which may reflect its market performance and investor confidence [2]

Group 1 - The company Huaming Equipment (002270) responded to investor inquiries on September 4, indicating that as of August 29, 2025, the total number of shareholders is 30,775 [1]

Group 1 - Huida Sanitary Ware plans to publicly transfer 100% equity and debt of Guangxi Xingaosheng, with debt amounts of 132 million and 138 million yuan as of June 30, 2025 [1] - Sainuo Medical received administrative regulatory measures from Tianjin Securities Regulatory Bureau due to inaccurate information disclosure in quarterly reports [2][3] - Jiangling Motors reported August vehicle sales of 30,003 units, a year-on-year increase of 8.92% [6] Group 2 - Jimin Health's controlling shareholder plans to reduce its stake by up to 3%, totaling 15.75 million shares [7] - Satellite Chemical announced routine maintenance of polyethylene and ethylene glycol facilities, expected to last 45 days [8] - Hubei Yihua's 200,000-ton caustic soda project has been successfully put into production [10] Group 3 - Shanghai Pharmaceuticals' Dihydroxypropyl Theophylline Injection has passed the consistency evaluation for generic drugs [13] - Ningbo Construction's subsidiaries won construction projects worth 1.117 billion yuan [16] - Wens Foodstuff reported August sales revenue of 4.825 billion yuan from live pigs, with a year-on-year decrease in revenue and price [28] Group 4 - Long-term Logistics announced the resignation of its deputy general manager due to personal reasons [44] - Huaming Equipment proposed a cash dividend of 2 yuan per 10 shares, totaling 179 million yuan [46] - Transsion Holdings plans to distribute a cash dividend of 0.8 yuan per share [49]

Group 1 - A significant decrease in the number of shareholders often indicates a concentration of shares, which attracts market attention [1] - According to statistics, 241 stocks experienced a decline in shareholder numbers exceeding 20% compared to the end of the first quarter, with 77 stocks seeing a decline of over 30% [1] - Among non-ST stocks, Tianpu Co., Development Technology, and Zhejiang Huaye saw declines exceeding 50% [1] Group 2 - The mechanical industry has the highest number of concentrated stocks, totaling 38, followed by the basic chemical industry with 19 [1] - The electronics, automotive, and pharmaceutical industries each have 16 stocks with a decline in shareholder numbers exceeding 20% [1] - Concentrated stocks have generally performed well, with an average increase of 19.32% since July, outperforming the CSI 300 index by approximately 6 percentage points [1] Group 3 - Among the concentrated stocks, Tianpu Co., Zhongji Xuchuang, and Industrial Fulian have seen significant cumulative gains, with their stock prices doubling [1] - Of the 241 concentrated stocks, 65 have been subject to institutional research since July, with nine stocks receiving attention from over 100 research institutions [1] - Institutions are particularly focused on the overall performance of listed companies in the first half of the year and their outlook for the second half [1]

Group 1 - The company announced a cash dividend distribution plan for the first half of 2025, proposing a payout of 2 RMB per 10 shares (including tax) [2] - The record date for the dividend distribution is set for September 9, 2025, and the ex-dividend date is September 10, 2025 [2]