证券代码：002526 证券简称：山东矿机 公告编号：2025-036 山东矿机集团股份有限公司 关于向特定对象发行股票审核问询函回复 及募集说明书等申请文件更新的提示性公告 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。 山东矿机集团股份有限公司（以下简称"公司"或"本公司"）于 2025 年 4 月 3 日收到深圳证券交易所（以下简称"深交所"）出具的《关于山东矿机集团 股份有限公司申请向特定对象发行股票的审核问询函》（审核函〔2025〕120013 号））（以下简称"《审核问询函》"），公司与相关中介机构已按照《审核问询函》 的要求对所提出的问题进行了逐项说明和回复，并对《山东矿机集团股份有限公 司向特定对象发行 A 股股票募集说明书》等申请文件涉及的相关内容进行了修订。 具体内容详见公司于 2025 年 5 月 9 日在巨潮资讯网披露的相关文件。 第 9 号 上市公司股票交易异常波动公告格式 XXXXXX 股份有限公司股票交易异常波动公告 鉴于公司 2025 年半年度报告已公开披露，公司会同相关中介机构对募集说 明书等申请文件中涉及的财务数据等内容进行 ...

证券代码：002526 证券简称：山东矿机 山东矿机集团股份有限公司 SHANDONG MINING MACHINERY GROUP CO.,LTD. （山东省潍坊市昌乐县经济开发区大沂路北段） 2024 年度 向特定对象发行 A 股股票 募集说明书 （修订稿） 保荐机构（主承销商） 山东省青岛市崂山区香港东路 195 号 8 号楼 15 层 二〇二五年九月 山东矿机集团股份有限公司 2024 年度向特定对象发行 A 股股票募集说明书 声 明 本公司及全体董事、监事、高级管理人员承诺本募集说明书不存在任何虚假 记载、误导性陈述或重大遗漏，并对其真实性、准确性及完整性承担相应的法律 责任。 公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中财务 会计资料真实、完整。 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对申请 文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行人的 盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之相反 的声明均属虚假不实陈述。 根据《证券法》的规定，本次证券依法发行后，发行人经营与收益的变化， 由发行人自行负责。 投资者自主判 ...

Group 1 - The core viewpoint of the news highlights the financial performance and trading activity of Shandong Mining Machinery, indicating a decline in stock price and mixed financing activity [1][2]. - As of August 27, Shandong Mining Machinery's stock price dropped by 3.13%, with a trading volume of 485 million yuan. The net financing buy was negative at 429.04 million yuan, indicating more repayments than new purchases [1]. - The company's financing balance stands at 302 million yuan, which is 4.21% of its market capitalization, and is below the 50th percentile level over the past year, suggesting a low financing position [1]. Group 2 - For the first half of 2025, Shandong Mining Machinery reported a revenue of 1.046 billion yuan, a year-on-year decrease of 10.30%, while the net profit attributable to shareholders increased by 10.11% to 98.46 million yuan [2]. - The company has distributed a total of 206 million yuan in dividends since its A-share listing, with 58.83 million yuan distributed over the last three years [3]. - As of June 30, 2025, the number of shareholders reached 140,000, with an average of 12,650 circulating shares per person, indicating stable shareholder engagement [2][3].

Group 1 - The core viewpoint of the news is that Shandong Mining Machinery (002526) has experienced a decline in stock price and mixed financial performance as of August 25, 2025 [1] - The company's stock closed at 4.08 yuan, down 0.24%, with a turnover rate of 4.79% and a trading volume of 849,000 hands, amounting to 346 million yuan [1] - There was a net outflow of main funds amounting to 17.75 million yuan, representing 5.12% of the transaction amount, with significant outflows from large orders [1] Group 2 - For the latest financial results, Shandong Mining Machinery reported total operating revenue of 1.046 billion yuan, a year-on-year decrease of 10.30%, while net profit attributable to shareholders was 98.46 million yuan, a year-on-year increase of 10.11% [1] - The company's non-recurring net profit was 29.67 million yuan, reflecting a significant year-on-year decrease of 60.48% [1] - Financial ratios include a current ratio of 1.813, a quick ratio of 1.238, and a debt-to-asset ratio of 36.88% [1] Group 3 - Shandong Mining Machinery Group Co., Ltd. was established in 1999 and is located in Weifang City, primarily engaged in the manufacturing of metal products and machinery repair [2] - The company has made investments in 25 enterprises and participated in 1,421 bidding projects, holding 20 trademark registrations and 188 patents [2] - Additionally, the company possesses 24 administrative licenses [2]

Core Viewpoint - The news highlights the rapid development and construction of various projects in Changle County, Shandong Province, showcasing the local government's effective support and service for enterprises, which boosts confidence in investment and expansion [1][2][3] Group 1: Project Developments - The Weifang Lijin Plastic Technology Co., Ltd. project focuses on high-performance material production, specifically ultra-high molecular weight polyethylene fiber products, which are expected to be widely used in landscaping and agriculture [1] - The Shandong Changxiao New Materials Technology Co., Ltd. project involves the construction of a facility with an annual capacity of 200,000 tons of molten salt and 100,000 tons of molten salt raw materials, with all main construction completed [1] - The Shandong Mining Machinery Group is developing an intelligent conveying high-end complete equipment and operation maintenance supporting industrial base, which will have an annual production capacity of 300 intelligent conveying systems and 15,000 tons of structural components once fully operational [3] Group 2: Government Support - The Changle County government has implemented a comprehensive service mechanism to support project development, including establishing project special classes and providing tracking services to resolve issues related to land, funding, and technology [2] - The innovative "five-line joint handling" reform model has been introduced to streamline the approval process for construction projects, allowing for simultaneous issuance of all necessary permits and facilitating immediate commencement of construction [2] - The service philosophy of "thinking what enterprises think, urgent for what enterprises are urgent, and solving what enterprises find difficult" has significantly boosted the confidence of enterprises in investment and expansion [3]

Core Viewpoint - Shandong Mining Machinery (002526) reported a decline in total revenue for the first half of 2025, while net profit increased, indicating mixed financial performance [1]. Financial Performance - Total revenue for the first half of 2025 was 1.046 billion yuan, a decrease of 10.3% year-on-year [1]. - Net profit attributable to shareholders was 98.46 million yuan, an increase of 10.11% year-on-year [1]. - In Q2 2025, total revenue was 612 million yuan, down 18.55% year-on-year, while net profit was 45.38 million yuan, a decrease of 24.62% year-on-year [1]. - Gross margin was 20.76%, down 4.9% year-on-year, while net margin improved to 9.82%, up 24.25% year-on-year [1]. - Total operating expenses (selling, administrative, and financial) amounted to 122 million yuan, representing 11.68% of revenue, an increase of 19.08% year-on-year [1]. Cash Flow and Financial Ratios - Operating cash flow per share was -0.04 yuan, a significant decrease of 2133.82% year-on-year [1]. - The company’s cash and cash equivalents increased by 32.17% to 570 million yuan [1]. - Accounts receivable stood at 1.218 billion yuan, down 6.08% year-on-year, but accounted for 1073.87% of net profit [1][4]. - The company’s return on invested capital (ROIC) was 3.44%, indicating weak capital returns [3]. Business Model and Operational Insights - The company relies heavily on marketing-driven performance, necessitating a deeper analysis of the underlying drivers [4]. - The financial health indicators suggest a need for scrutiny regarding cash flow and accounts receivable management [4].

Core Insights - Shandong Mining Machinery (002526.SZ) reported a total operating revenue of 1.046 billion yuan for the first half of 2025, with a net profit attributable to shareholders of 98.46 million yuan, reflecting a year-on-year increase of 10.11% [1] - The company's latest asset-liability ratio stands at 36.88%, a decrease of 1.09 percentage points from the previous quarter [3] - The gross profit margin improved to 20.76%, up by 1.21 percentage points compared to the last quarter [3] Financial Performance - The net cash inflow from operating activities was -75.18 million yuan [1] - The return on equity (ROE) reached 3.07%, an increase of 0.21 percentage points year-on-year [3] - The diluted earnings per share (EPS) was 0.06 yuan, representing a year-on-year increase of 9.96% [3] Operational Metrics - The total asset turnover ratio was 0.20 times, while the inventory turnover ratio was 0.83 times [4] - The number of shareholders is 159,200, with the top ten shareholders holding a total of 434 million shares, accounting for 24.37% of the total share capital [4] Shareholding Structure - The largest shareholder, Zhao Duxue, holds 20.79% of the shares [4] - The second-largest shareholder is Shandong Mining Machinery Group Co., Ltd. with 0.84% held under the 2024 employee stock ownership plan [4]

Group 1 - The core viewpoint of the article is that Shandong Mining Machinery (002526.SZ) has reported an increase in institutional investor holdings as of August 21, 2025, with a total of 27.34 million shares held, representing 1.53% of the company's total equity [1] - Four institutional investors have disclosed their holdings in Shandong Mining Machinery, including employee stock ownership plans and Hong Kong Central Clearing Limited [1] - The institutional holding ratio has increased by 0.19 percentage points compared to the previous quarter [1]

Core Viewpoint - Shandong Mining Machinery announced the approval of a proposal during the fourth meeting of its sixth board of directors on the evening of August 21 [2] Group 1 - The company held its fourth meeting of the sixth board of directors [2] - A specific proposal was reviewed and approved during this meeting [2]

（文章来源：证券日报） 证券日报网讯 8月21日晚间，山东矿机发布公告称，公司第六届监事会第四次会议审议通过了《关于的 议案》。 ...