Core Viewpoint - Runbang Co., Ltd. has secured a new order from Morocco's OCP for four large gantry scraper reclaimers through its subsidiary, Germany's KOCH [1] Company Summary - Runbang Co., Ltd. is expanding its international presence by obtaining significant orders from foreign clients, indicating a strong demand for its equipment [1] - The order for four large gantry scraper reclaimers highlights the company's capabilities in providing specialized machinery for the phosphate industry [1] Industry Summary - The phosphate industry in Morocco is experiencing growth, as evidenced by OCP's continued investment in equipment and technology [1] - The demand for advanced machinery like gantry scraper reclaimers is crucial for enhancing operational efficiency in phosphate extraction and processing [1]

（文章来源：证券日报） 证券日报网讯 9月2日晚间，润邦股份发布公告称，公司计划于2025年9月15日参加公司控股股东广州工 业投资控股集团有限公司上市公司2025年半年度集体投资者交流会。 ...

证券代码：002483 证券简称：润邦股份 公告编号：2025-034 江苏润邦重工股份有限公司 关于参加广州工业投资控股集团有限公司 上市公司2025年半年度集体投资者交流会的公告 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。 重要内容提示： 江苏润邦重工股份有限公司（以下简称"公司"）已于 2025 年 8 月 26 日发 布公司 2025 年半年度报告，为便于广大投资者更加全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 9 月 15 日（星期一）上午 9:00-11:30 参加公司控股股东广州工业投资控股集团有限公司上市公司 2025 年 半年度集体投资者交流会，通过视频与网络文字互动相结合的方式，与广大投资 者进行互动交流。 一、交流会类型 （一）会议召开时间：2025 年 9 月 15 日（星期一）上午 9:00-11:30 （二）会议召开地点：全景网"投资者关系互动平台"（http://ir.p5w.net） （三）会议召开方式：视频与网络文字互动相结合 三、参加人员 会议召开时间：2025 年 9 月 15 ...

Core Viewpoint - The financial performance of Runbang Co., Ltd. shows a decline in revenue and net profit for the first half of 2025, indicating potential challenges in the company's operations and market conditions [2]. Group 1: Financial Performance - For the first half of 2025, Runbang Co., Ltd. achieved a revenue of 3.136 billion yuan, a year-on-year decrease of 0.42% [2]. - The net profit attributable to the parent company for the same period was 163 million yuan, reflecting a year-on-year decline of 6.11% [2]. Group 2: Shareholder and Market Activity - As of July 31, 2025, the number of shareholders for Runbang Co., Ltd. was 31,100, a decrease of 0.93% compared to the previous period [2]. - The average number of circulating shares per shareholder increased by 0.94% to 28,453 shares [2]. Group 3: Financing and Stock Performance - On August 29, 2025, Runbang Co., Ltd. experienced a financing buy-in of 8.1078 million yuan, with a net financing outflow of 3.4457 million yuan [1]. - The total financing and securities balance as of August 29, 2025, was 164 million yuan, accounting for 2.76% of the circulating market value, which is below the 40th percentile level over the past year [1]. - The company has not engaged in any short selling activities on August 29, 2025, with a short selling balance of 0 shares, indicating a high level of short selling availability compared to the 60th percentile over the past year [1]. Group 4: Dividend Distribution - Since its A-share listing, Runbang Co., Ltd. has distributed a total of 800 million yuan in dividends, with 402 million yuan distributed over the past three years [3]. Group 5: Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 42.9791 million shares, an increase of 4.7327 million shares from the previous period [3].

变更后的公司网址及投资者邮箱自本公告披露之日起正式启用，访问旧网址将会自 动跳转到新网址，旧投资者邮箱收到的邮件也将同步到新投资者邮箱。除上述变更外， 公司投资者联系电话、传真、联系地址保持不变，敬请广大投资者留意。 特此公告。 江苏润邦重工股份有限公司 董事会 证券代码：002483 证券简称：润邦股份 公告编号：2025-033 江苏润邦重工股份有限公司 关于变更公司网址及投资者邮箱的公告 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。 江苏润邦重工股份有限公司（以下简称"公司"）根据公司业务发展需要，对 公司网址及投资者邮箱进行了变更，现将具体变更信息公告如下： | 变更内容 | 变更前 | 变更后 | | --- | --- | --- | | 公司网址 | http://www.rainbowco.com.cn | https://www.rainbowcoglobal.com | | 投资者邮箱 | rbgf@rainbowco.com.cn | rbgf@rainbowcoglobal.com | 2025年8月30日 ...

Group 1 - The company, Runbang Co., stated on August 29 that it is conducting information disclosure regarding daily operational contracts in accordance with laws, regulations, and relevant regulatory authorities [2]

Financial Performance - The company's total revenue for the first half of 2025 was 3.136 billion yuan, a decrease of 0.42% year-on-year [1] - The net profit attributable to shareholders was 163 million yuan, down 6.11% year-on-year [1] - In Q2 2025, total revenue was 1.769 billion yuan, an increase of 1.79% year-on-year, while net profit was 92.8458 million yuan, a decrease of 16.45% year-on-year [1] - The gross margin was 19.76%, a decrease of 0.52% year-on-year, and the net margin was 6.73%, down 9.12% year-on-year [1] - The company's accounts receivable accounted for 210.27% of the latest annual net profit [1][4] Cash Flow and Expenses - The net increase in cash and cash equivalents was 1301.88%, attributed to increases in cash flow from operating and investing activities [3] - Sales expenses increased by 46.3% due to heightened sales efforts [3] - Financial expenses decreased by 2009.98% due to lower interest expenses and changes in exchange gains and losses [3] - Operating cash flow increased by 208.89% due to higher prepayments received compared to the previous year [3] Investment and Market Position - The company has a strong historical return on invested capital (ROIC) of 12.15% last year, although the median ROIC over the past decade is only 4.38% [3] - The company is actively expanding its business in the shipbuilding and offshore engineering sectors, which are experiencing a new cycle of high demand [5] - The company aims to become a globally influential provider of offshore and special transport vessels [5]

Group 1 - The company's stock price on August 26 was 7.07 yuan, down 0.56% from the previous trading day, with a trading range of 6.86 yuan to 7.11 yuan and a transaction volume of 171 million yuan [1] - The main business of the company is high-end equipment manufacturing, covering material handling equipment, marine engineering equipment, and ship supporting fields [1] - In the first half of 2025, the company achieved an operating income of 3.136 billion yuan, a slight decrease of 0.42% year-on-year, but the net profit after deducting non-recurring gains and losses increased by 12.20% to 164 million yuan, with a significant improvement in operating cash flow, up 208.89% year-on-year [1] Group 2 - The company's semi-annual report revealed that inventory increased by 42.61% compared to the end of the previous year, and contract liabilities grew by 70.22%, indicating an increase in order reserves [1] - Some shareholders, including Hong Kong Central Clearing Limited, have increased their shareholding ratio [1]

Core Insights - The company reported a stable operational performance while focusing on high-end equipment and expanding its international market presence despite a complex global environment [1] Financial Performance - For the first half of 2025, the company achieved a revenue of 3.136 billion yuan and a net profit attributable to shareholders of 163 million yuan [2] - The net cash flow from operating activities significantly improved to 547 million yuan, a year-on-year increase of 208.89%, primarily due to a substantial rise in advance payments received for orders [2] - Excluding non-recurring gains and losses, the net profit attributable to shareholders was 164 million yuan, reflecting a 12.20% year-on-year increase, indicating enhanced profitability in core operations [2] - The high-end equipment segment performed notably well, with revenue from material handling equipment reaching 2.279 billion yuan, a year-on-year growth of 26.51% [2] Technological Innovation and Transformation - The company invested 101 million yuan in R&D during the first half of the year, achieving significant progress in multiple projects [3] - Collaborative projects with universities led to the successful development of technologies for extreme condition long-distance efficient conveying systems and automated port equipment [3] - The company is actively promoting the application of AI technology in industrial settings, enhancing product automation and intelligence [3] Financial Structure and Asset Growth - As of the end of the reporting period, total assets reached 11.830 billion yuan, an 11.85% increase from the previous year [4] - The cash balance stood at 4.291 billion yuan, indicating a strong liquidity position [4] - The overall debt ratio remains manageable, and cash flow conditions have significantly improved, providing a solid foundation for future growth and market expansion [4] Strategic Focus and Global Expansion - The company plans to continue focusing on its core high-end equipment business while accelerating its internationalization efforts [5] - The company aims to promote its "GENMA" and "KOCH" brands globally, particularly in offshore wind power, port automation, and clean energy equipment sectors [5] - Despite facing challenges such as international trade fluctuations and exchange rate risks, the company is expected to achieve higher quality development in the second half of 2025 through enhanced technological innovation and global cooperation [5]

Group 1 - The company, Runbang Co., Ltd., reported a half-year revenue of 3,136,013,765.45 yuan, representing a year-on-year decrease of 0.42% [1] - The net profit attributable to shareholders of the listed company was 163,010,058.95 yuan, showing a year-on-year decline of 6.11% [1] Group 2 - Among the top ten circulating shareholders, Chen Qide and Wu Xilong are newly added circulating shareholders [2]