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 ...

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].

Group 1 - The stock price of Dayfa Precision Machinery closed at 6.88 yuan on August 11, 2025, down 0.02 yuan or 0.29% from the previous trading day [1] - The company operates in the general equipment manufacturing industry, focusing on the research, production, and sales of high-end CNC machine tools and automation equipment, serving sectors such as aerospace, automotive manufacturing, and rail transportation [1] - A temporary shareholders' meeting is scheduled for August 12, 2025, to review 12 proposals, including the election of the board of directors, executive compensation plans, and amendments to the company’s articles of association [1] Group 2 - On August 11, 2025, there was a net outflow of 26.0681 million yuan in main funds, with a cumulative net outflow of 19.5864 million yuan over the past five trading days [1]

Core Viewpoint - The stock price of Rifa Precision Machinery is currently at 6.88 yuan, reflecting a decline of 0.58% from the previous trading day, with a trading volume of 416 million yuan, indicating active market participation [1] Group 1: Company Overview - Rifa Precision Machinery specializes in the research, development, production, and sales of high-end CNC machine tools and automation equipment, with applications in aerospace and automotive manufacturing [1] - The company operates within the general equipment sector and is involved in concepts related to low-altitude economy and robotic actuators [1] Group 2: Market Activity - On August 7, 2025, the net outflow of main funds was 17.97 million yuan, with a cumulative net outflow of 15.24 million yuan over the past five days [1] - The stock exhibited a volatility of 2.31% and a turnover rate of 8.41%, suggesting a lively trading environment [1] Group 3: Upcoming Events - The 2025 Low Altitude Economy Development Conference is scheduled to take place from September 5 to 7, with related supporting policies being gradually introduced [1] - Rifa Precision Machinery has been identified as a focus stock within the low-altitude economy concept, showing high activity over the past year according to institutional research data [1]

（编辑 楚丽君） 证券日报网讯 8月4日晚间，日发精机发布公告称，公司将于2025年8月12日召开2025年第二次临时股东 大会。本次股东大会将审议《关于公司董事会换届选举非独立董事的议案》等多项议案。 ...

证券代码：002520 证券简称：日发精机 编号：2025-058 浙江日发精密机械股份有限公司 关于召开 2025 年第二次临时股东大会的提示性公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 浙江日发精密机械股份有限公司（以下简称"公司"）于2025年7月26日在 公司指定信息披露报刊及巨潮资讯网（www.cninfo.com.cn）刊登了《关于召开 2025年第二次临时股东大会的通知》（公告编号：2025-050），定于2025年8月 12日召开公司2025年第二次临时股东大会。本次股东大会将采取现场表决与网 络表决相结合的方式召开。现发布本次股东大会的提示性公告，提醒公司股东 及时参加本次股东大会并行使表决权。具体内容如下： 一、召开会议基本情况 1、股东大会届次：2025 年第二次临时股东大会 2、会议召集人：公司第八届董事会 3、会议召开的合法、合规性：本次股东大会会议的召集、召开符合有关法 律、行政法规、部门规章、规范性文件和《公司章程》的有关规定。 4、会议召开的日期、时间： 现场会议时间：2025 年 8 月 12 日 15:00 网络投票时 ...

暗盘资金一眼洞悉庄家意图>> 大飞机板块早盘走强，西测测试（301306）涨超12%盘中创历史新高，航天动力（600343）涨停，超捷 股份（301005）涨超10%，博云新材（002297）、日发精机（002520）、再升科技（603601）、中研股 份、华工科技（000988）跟涨。 ...

Core Points - Zhejiang Rifa Precision Machinery Co., Ltd. held the 27th meeting of the 8th Board of Directors and the 24th meeting of the 8th Supervisory Board on July 25, 2025, to review and approve the proposal to amend the Articles of Association [1][2] - The amendments are based on relevant laws and regulations, including the Company Law of the People's Republic of China and the Shenzhen Stock Exchange Listing Rules [1][2] - The specific content of the amendments will be submitted to the shareholders' meeting for approval, and the final content will be subject to the approval of the market supervision and management department [2] Summary by Sections - **Amendment Proposal**: The company proposed to revise certain provisions of its Articles of Association to better align with legal requirements and enhance corporate governance [1][2] - **Shareholder Approval**: The amendments require approval from the shareholders' meeting, and the Board of Directors seeks authorization to handle related business registration and filing [2] - **Legal Framework**: The amendments are in accordance with the Company Law, Securities Law, and other relevant regulations, ensuring the protection of shareholders' rights and the proper functioning of the company [1][2]

Core Viewpoint - Zhejiang Rifa Precision Machinery Co., Ltd. is preparing for the election of its ninth board of directors, with nominations for both non-independent and independent directors submitted for shareholder approval [1][2]. Group 1: Board Composition and Elections - The company’s board consists of 7 directors, including 4 non-independent directors and 3 independent directors, in compliance with its articles of association [1]. - The ninth board of directors will serve a term of three years, starting from the date of approval by the shareholders' meeting [1]. - The nominated candidates for non-independent directors include Wu Jie, Liang Haiqing, and Lu Pingshan, while the independent director candidates are Pan Ziqiang, Mai Yong, and Qian Xu [1][2]. Group 2: Qualifications of Independent Directors - All independent director candidates have obtained the independent director qualification certificates recognized by the Shenzhen Stock Exchange [2]. - The independent director candidates' qualifications and independence must be filed and reviewed by the Shenzhen Stock Exchange before the shareholders' meeting can vote [2]. - The total number of directors who are also senior management or employee representatives does not exceed half of the total board members, and the number of independent directors is not less than one-third of the total [2]. Group 3: Acknowledgment of Current Board - The current board members will continue to perform their duties until the new board is officially appointed, and the company expresses gratitude for their contributions during their tenure [2].