【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇11月1日丨天润工业(002283.SZ)公布，截至2024年10月31日，公司通过回购专用证券账户以 集中竞价交易方式累计回购公司股份9,511,650股，占公司当前总股本的0.8348%，最高成交价为5.88元/ 股，最低成交价为4.81元/股，成交总金额为50,935,803.50元(不含交易费用)。 ...

证券代码：002283 证券简称：天润工业 公告编号：2025-048 天润工业技术股份有限公司 关于回购公司股份的进展公告 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。 天润工业技术股份有限公司（以下简称"公司"）于 2025 年 3 月 10 日 召开第六届董事会第十七次会议，审议通过了《关于回购公司股份方案的 议案》，同意公司使用自有资金及股票回购专项贷款资金以集中竞价交易 方式回购部分公司已发行的人民币普通股（A 股）股票，用于后续实施股 权激励计划或员工持股计划。本次回购资金总额不低于人民币 2,500 万元 （含），且不超过人民币 5,000 万元（含），回购价格不超过人民币 9.82 元/股（含），本次回购期限为自公司董事会审议通过回购股份方案之日起 不超过 12 个月。具体内容详见公司分别于 2025 年 3 月 11 日、2025 年 3 月 18 日在《证券时报》、《中国证券报》、《上海证券报》、《证券日 报》和巨潮资讯网（www.cninfo.com.cn）上披露的《关于回购公司股份方 案暨取得股票回购专项贷款承诺函的公告》（公告编号： ...

Investment Rating - The report maintains a positive outlook on the AIDC diesel generator market, indicating high demand and potential for domestic manufacturers to replace foreign counterparts [2]. Core Insights - Diesel generators are a key growth point for diesel engines, with applications in remote power supply, data centers, and industrial facilities [2][18]. - The demand for diesel generators is expected to accelerate due to increased capital expenditure (CAPEX) in the AI sector, with North American CSPs projected to spend approximately $340 billion in 2025, a 49% year-on-year increase [2][30]. - The domestic diesel generator market is currently dominated by foreign and joint-venture companies, which hold an 83% market share, leaving significant room for domestic manufacturers to grow [2][41]. - Investment recommendations include focusing on companies like Weichai Power, Yuchai International, and Weichai Heavy Machinery, which are well-positioned to benefit from the market dynamics [2]. Industry Trends - The AIDC infrastructure is experiencing high demand, with diesel generators playing a critical role in ensuring power reliability for data centers [5][18]. - The diesel engine market is closely tied to the commercial vehicle cycle, with generator sales showing consistent growth [11][12]. - The market for diesel generators is projected to reach 12.5 billion yuan in 2025, reflecting a 53% year-on-year increase, with a compound annual growth rate (CAGR) of 22% from 2024 to 2028 [34]. Market Dynamics - The global diesel generator market is expected to grow from $3 billion in 2023 to $12 billion by 2030, with a CAGR of 22% [17][34]. - The report highlights that diesel generators account for 2-3% of the capital expenditure for large data centers, emphasizing their importance in infrastructure investment [24][27]. - Domestic manufacturers are expected to gain market share as they improve production capacity and respond to demand more effectively than foreign competitors [2][41]. Supply Chain and Key Players - The supply chain includes three main segments: engines, OEMs, and component suppliers, all of which are expected to benefit from the growing demand for diesel generators [42]. - Key players in the engine segment include Cummins, MTU, and Weichai Power, with significant revenue contributions from diesel generator sales [43][44]. - The report identifies specific companies to watch, including Weichai Heavy Machinery and KOTAI Power, which are focusing on the diesel generator OEM market [65].

证券日报网讯 天润工业（002283）9月24日在互动平台回答投资者提问时表示，公司经营稳健，核心业 务稳定，运营情况良好，公司将持续聚焦主业，并加强技术创新，积极探索和寻求更多的发展机会。 ...

Core Insights - Tianrun Industrial experienced a stock decline of 0.56% on September 17, with a trading volume of 396 million yuan [1] - The company reported a financing net buy of -4.62 million yuan on the same day, indicating a higher level of financing repayment compared to new purchases [1] - As of September 17, the total margin balance for Tianrun Industrial was 285 million yuan, with a financing balance of 284 million yuan, representing 3.48% of its market capitalization [1] Financing and Margin Data - On September 17, Tianrun Industrial had a financing purchase of 35.14 million yuan, while the financing balance was at a high level, exceeding the 80th percentile over the past year [1] - The company repaid 1,400 shares of margin loans and sold 4,200 shares, with a selling amount of 30,100 yuan, indicating a significant margin activity [1] - The margin balance was 593,600 yuan, which is above the 70th percentile over the past year, suggesting a high level of short selling [1] Company Performance - As of June 30, Tianrun Industrial had 50,100 shareholders, a slight decrease of 0.46% from the previous period, while the average number of circulating shares per person increased by 0.46% to 20,025 shares [2] - For the first half of 2025, the company achieved a revenue of 1.945 billion yuan, reflecting a year-on-year growth of 2.36%, and a net profit attributable to shareholders of 197 million yuan, up by 5.69% [2] Dividend and Shareholder Information - Since its A-share listing, Tianrun Industrial has distributed a total of 1.007 billion yuan in dividends, with 598 million yuan distributed over the past three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited was the eighth largest circulating shareholder, holding 13.6887 million shares, a decrease of 8.121 million shares from the previous period [3] - Yongying Ruixin Mixed A (019431) has exited the list of the top ten circulating shareholders [3]

Group 1 - Jingchen Co., Ltd. plans to acquire 100% equity of Chipmy Microelectronics for a total consideration of 316 million RMB, which will make Chipmy a wholly-owned subsidiary [1] - Kingdee International announced the acquisition of approximately 63% equity of Yunzhijia Network for 68 million RMB, aiming to enhance AI capabilities in enterprise management [2] - Purun Co., Ltd. intends to acquire SHM Holdings through cash payments to various investment funds, details of the transaction are not disclosed [3] Group 2 - Jiayun Technology's wholly-owned subsidiary is acquiring the remaining 40% equity of Beijing Wanhe for 1.14 million RMB [4] - Galaxy Magnetics is planning to issue shares and pay cash to acquire 100% equity of Sichuan Kyoto Longtai Technology, while raising supporting funds [5] - Gansu Lanke High-tech Equipment Co., Ltd. intends to acquire 100% equity of Shanghai Lanya Petrochemical Equipment Testing and 51% equity of China Air Separation Engineering [6] Group 3 - Tianrun Industrial is acquiring 100% equity of Shandong Altai Automotive Parts for 135 million RMB, with the first delivery already completed [7] - ST Quan is in the preliminary planning stage to sell 100% equity of Anhui Quanwei, with a framework agreement signed [8] - Longyang Electronics completed the acquisition of 70% equity of Suzhou Deyou New Materials for cash, constituting a major asset restructuring [9] Group 4 - United Precision Manufacturing plans to acquire 51% equity of Chengdu Mite Aviation Manufacturing for cash, with an intention agreement signed [10] - Shanghai Haili Bio-Technology adjusted the acquisition price of 55% equity of Shaanxi Ruisheng Bio-Technology due to intensified industry competition and tightened tax incentives [11] - Nanjing Shangluo Electronics' wholly-owned subsidiary intends to acquire a total of 88.79% equity of Guangzhou Ligong Technology for 70 million RMB [12] Group 5 - Sanan Optoelectronics received a regulatory letter regarding the acquisition of equity in a globally renowned LED company, focusing on the company's situation and transaction pricing [13] - Longjian Co., Ltd. plans to acquire 100% equity of Guangdong Zhimiao Construction Engineering for 40,000 RMB to expand into new regional markets [14]

证券代码：002283 证券简称：天润工业 公告编号：2025-047 天润工业技术股份有限公司 关于因收购股权被动形成对外担保解除完成的公告 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、被动形成对外担保概述 天润工业技术股份有限公司（以下简称"公司"或"天润工业"）于 2025 年 7 月 22 日召开第六届董事会第二十二次会议、第六届监事会第十五次会议， 审议通过了《关于收购山东阿尔泰汽车配件有限公司 100%股权的议案》、《关 于因收购股权被动形成对外担保的议案》。公司本次收购山东阿尔泰汽车配件 有限公司（以下简称"山东阿尔泰"）100%股权之前，山东阿尔泰存在对江苏 东西发动机配件有限公司（以下简称"江苏东西"）的银行借款提供担保的情 况，公司本次完成收购后，山东阿尔泰将成为公司的全资子公司，将被动形 成公司全资子公司对外提供担保的情形：山东阿尔泰对江苏东西银行借款提 供担保合计 10,000 万元。 为了规避交易风险，公司已与江苏东西、（株）阿尔泰金属、（株）东西 机工、韩惠真在《关于山东阿尔泰汽车配件有限公司股权转让协议》中明确 约定了山东 ...

Group 1 - Tianrun Industrial's stock rose by 4.96% on September 16, closing at 7.20 yuan [1] - A block trade occurred with a total volume of 7 million shares and a transaction amount of 49.14 million yuan [1] - The first transaction price was 7.02 yuan for 7 million shares, with a premium rate of -2.50% [1] Group 2 - In the last three months, there has been one block trade for the stock, totaling 49.14 million yuan [1] - Over the past five trading days, the stock has increased by 3.29%, while the net outflow of main funds amounted to 24.87 million yuan [1]

9月16日，天润工业大宗交易成交700万股，成交额4914万元，占当日总成交额的6.5%，成交价7.02元， 较市场收盘价7.2元折价2.5%。 | 权益类证券大宗交易 (协议交易) | | | | | | | 国下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-09-16 | 002283 | 天润工业 | 7.02 | 700.00 | 4,914.00 机构专用 | | 中信证券(山东) | | | | | | | | | 有限责任公司威海 | | | | | | | | | 文化东路证券营业 | ...

Core Viewpoint - The heavy truck industry is experiencing significant growth, with wholesale sales reaching approximately 87,000 units in August 2025, marking a year-on-year increase of about 40% and a month-on-month rise of 2% from July, making it the second highest figure for the same period in the past eight years [1][2]. Market Performance - The domestic market is benefiting from the "old-for-new" policy, leading to a remarkable year-on-year growth of about 50% in heavy truck sales during the traditionally slow month of August [2][3]. - Cumulatively, from January to August 2025, heavy truck sales reached approximately 711,000 units, reflecting a year-on-year increase of about 14%, with expectations for annual sales to exceed 1 million units [2][3]. Segment Analysis - The demand for natural gas heavy trucks has rebounded significantly, with a month-on-month increase of over 15% and a year-on-year increase of over 30% in August, restoring the domestic penetration rate to around 26%-27% [3]. - The electric heavy truck segment is also showing strong momentum, with expected sales exceeding 16,000 units in August and a penetration rate potentially surpassing 27%, marking a historical high [3]. Company Performance - China National Heavy Duty Truck Group (China National Heavy Truck) maintained its position as the sales leader with a monthly sales figure of 22,000 units, a year-on-year increase of about 29% [4]. - FAW Jiefang (FAW Liberation) achieved monthly sales of approximately 16,500 units, up about 36% year-on-year, while Dongfeng Motor reported a monthly sales figure of about 15,000 units, with a year-on-year increase of approximately 52% [4]. - Foton Motor exhibited the largest year-on-year growth among major companies, with a monthly sales figure of about 12,600 units, reflecting a year-on-year increase of approximately 175% [4]. Investment Outlook - The heavy truck industry is expected to maintain a high level of activity, with sales anticipated to continue rising from September to December, leading to significant revenue and profit growth for related companies [5]. - Beneficiary companies include China National Heavy Truck (000951.SZ), Weichai Power (000338.SZ), Foton Motor (600166.SH), FAW Jiefang (000800.SZ), Tianrun Industrial (002283.SZ), Changyuan Donggu (603950.SH), and Zhongyuan Neipei (002448.SZ) [5].