证券代码：002530 公告编号：2025-043 金财互联控股股份有限公司 关于持股5%以上股东减持股份触及1%整数倍的公告 金财互联控股股份有限公司（以下简称"公司"）于 2025 年 7 月 28 日披露了《持 股 5%以上股东减持股份预披露公告》（公告编号：2025-034），公司持股 5%以上股 东东方工程株式会社（以下简称"日本东方"）计划 2025 年 8 月 19 日至 2025 年 11 月 18 日期间以集中竞价交易和大宗交易方式减持本公司股份合计不超过 1,947.98 万 股（占本公司总股本比例 2.5%）。具体内容刊载于公司指定信息披露媒体《证券时报》、 《中国证券报》以及巨潮资讯网（www.cninfo.com.cn）。 近日，接到持股 5%以上股东日本东方出具的相关告知函，获悉日本东方已通过 集中竞价交易方式合计减持公司股份 543.22 万股，占公司总股本的 0.70%。本次权 益变动后，日本东方持有公司股份 5,434.3936 万股，占公司总股本的 6.97%，权益变 动触及 1%的整数倍，具体情况如下： | 1．基本情况 | | | | | | | | --- | --- ...

Summary of Key Points - The company JinCai HuLian announced that Japan's Dongfang has reduced its shareholding in the company by a total of 5.4322 million shares through centralized bidding from August 21, 2025, to September 5, 2025, which accounts for 0.70% of the company's total share capital [1] - After this reduction, Japan's Dongfang holds 54.3439 million shares, representing 6.97% of the total shares [1] - Previously, Japan's Dongfang planned to reduce its holdings by up to 19.4798 million shares, or 2.5%, from August 19, 2025, to November 18, 2025, but this plan has not yet been fully implemented [1]

Core Insights - On September 4, 2023, a total of 23 stocks appeared on the Longhu list with the presence of Shenzhen Stock Connect special seats [1] - Among the 48 stocks listed, net purchases were made in stocks such as Xinyi Technology, Tianfu Communication, and Huagong Technology, with net buying amounts of 401.02 million yuan, 282.00 million yuan, and 193.34 million yuan respectively [1][2] - Conversely, net sales were observed in stocks like Yanshan Technology, Hudian Co., and Tongfu Microelectronics, with net selling amounts of 537.98 million yuan, 145.08 million yuan, and 97.98 million yuan respectively [1][2] Summary by Category Net Purchases - Xinyi Technology: 40102.46 million yuan, with a decline of 15.58% and a turnover rate of 11.77% [2] - Tianfu Communication: 28200.48 million yuan, with a decline of 15.42% and a turnover rate of 8.45% [2] - Huagong Technology: 19333.51 million yuan, with a decline of 10.00% and a turnover rate of 10.97% [2] - Other notable net purchases include: - Shanzigaoke: 7838.79 million yuan, -7.06% [2] - Jinlongyu: 7502.04 million yuan, +10.01% [2] - Fuzjing Technology: 6204.47 million yuan, -10.00% [2] Net Sales - Yanshan Technology: -53798.40 million yuan, with a decline of 9.98% and a turnover rate of 24.25% [2] - Hudian Co.: -14507.65 million yuan, with a decline of 10.00% and a turnover rate of 4.52% [2] - Tongfu Microelectronics: -9797.54 million yuan, with a decline of 10.01% and a turnover rate of 13.52% [2] - Other notable net sales include: - Lio Co.: -5161.36 million yuan, -10.00% [2] - Huisheng Ecology: -2614.93 million yuan, -9.83% [2] - Han Zhong Precision: -3801.46 million yuan, -9.95% [2]

Group 1: Stock Market Performance - 12 stocks had closing orders exceeding 100 million yuan, with Anzheng Fashion and Tianji Co. each surpassing 200 million yuan in closing orders [2] - The top three stocks by closing order volume were Longxin Co. (458,500 hands), Pacific Securities (344,600 hands), and Victory Precision (318,500 hands) [2] - Hongyu Packaging achieved a revenue of 321 million yuan in the first half of the year, a year-on-year increase of 5.54%, with a net profit of 12.21 million yuan, up 147.37% [2] Group 2: Company Financials - Tianji Co. reported a revenue of 1.068 billion yuan in the first half of the year, a year-on-year increase of 19.16%, but incurred a net loss of 52.36 million yuan [3] - Hongyu Packaging's net profit growth was attributed to increased sales of color-printed composite packaging products and improved gross margins due to changes in product and customer structure [2] - Anzheng Fashion's subsidiary provides e-commerce platform operations for international brands, contributing to its performance growth [5] Group 3: Industry Insights - Solid-state batteries are identified as a promising next-generation lithium battery technology, with investment opportunities arising from material innovation and accelerated industrialization [3] - The cross-border e-commerce sector is experiencing growth, with companies like Zhongyuan Home and Anzheng Fashion expanding their market presence [5] - The sports industry is leveraging events to boost cultural and tourism consumption, with companies like Lingnan Holdings and Yuanlong Yatu focusing on major sports events [6]

资金流向方面，今日该股主力资金净流入6.27亿元，其中，特大单净流入6.24亿元，大单资金净流入 337.76万元。近5日主力资金净流入7.50亿元。（数据宝） 金财互联9月4日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国泰海通证券股份有限公司上海静安区新闸路证券营业 部 | 9597.31 | 0.56 | | 买二 | 华泰证券股份有限公司上海武定路证券营业部 | 8557.62 | 236.31 | | 买三 | 深股通专用 | 7894.36 | 7043.69 | | 买四 | 开源证券股份有限公司西安西大街证券营业部 | 5783.99 | 49.51 | | 买五 | 华宝证券股份有限公司上海东大名路证券营业部 | 3856.12 | 8.15 | | 卖一 | 深股通专用 | 7894.36 | 7043.69 | | 卖二 | 长江证券股份有限公司杭州教工路证券营业部 | 172.12 | 5256.20 | | 卖三 | 国信证券股份有限公司深圳罗 ...

证券之星消息，9月4日专用设备板块较上一交易日下跌2.22%，凌云光领跌。当日上证指数报收于 3765.88，下跌1.25%。深证成指报收于12118.7，下跌2.83%。专用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002530 | 金财互联 | 11.92 | 9.96% | 214.24万 | | 24.74亿 | | 870508 | 丰安股份 | 24.41 | 9.71% | 2.77万 | | 6528.26万 | | 301053 | 远信工业 | 39.00 | 7.85% | 5.34万 | | 2.01亿 | | 833284 | 灵鸽科技 | 28.94 | 6.71% | 16.81万 | | 4.85亿 | | 001288 | 运机集团 | 24.01 | 5.17% | 11.50万 | | 2.73亿 | | 300382 | 斯莱克 | 14.86 | 5.09% | 43.37万 | | 6.55亿 | | 8 ...

Core Viewpoint - The company is a leader in the domestic heat treatment industry and is divesting its tax services business to focus on its core operations. Established in 1988, it was one of the first manufacturers of specialized heat treatment equipment in China. In 2016, the company completed a major asset restructuring project, transitioning from a single heat treatment business to a dual-track development model of "internet tax services + heat treatment equipment manufacturing and services." By 2024, the company will complete the divestiture of its tax services business and fully concentrate on its heat treatment core business [1]. Industry Overview - Heat treatment is one of the four fundamental processes in the equipment manufacturing industry. It involves heating, holding, and cooling metal materials or workpieces to alter their internal structure and achieve desired properties. This process is widely used in various sectors, including automotive, motorcycle parts, machinery components (such as bearings, molds, fasteners), aerospace components, engineering machinery parts, new energy components, and machine tool components. The global heat treatment market reached a size of $105.4 billion in 2023, while the Chinese heat treatment market was approximately 113.7 billion yuan [1]. Emerging Opportunities - The rapid development of the humanoid robot industry is expected to generate new demand for heat treatment. Key components of humanoid robots, such as motors, reducers, and screws, require various heat treatment processes, including quenching, spheroidizing annealing, high-temperature aging, surface heat treatment, and stabilization heat treatment. The heat treatment equipment involved includes pit resistance furnaces, box resistance furnaces, and induction hardening machines. The growth of the humanoid robot industry is anticipated to drive a significant increase in demand for heat treatment services [2]. Company Strengths - The company has outstanding technical capabilities and has established extensive cooperative relationships with well-known clients. It is the only enterprise in the Chinese heat treatment industry to have won both the "National Manufacturing Single Champion Demonstration Enterprise" and the "National Science and Technology Progress Second Prize." With advanced manufacturing technology, a diverse product line, and a strong ability to respond quickly to customer needs, the company has built a large and high-quality customer base, including Schaeffler, NSK, SKF, and THK [2]. Financial Projections - The company is expected to achieve total revenues of 998 million yuan, 1.127 billion yuan, and 1.296 billion yuan in 2025, 2026, and 2027, respectively, with year-on-year growth rates of -21.2%, 13.0%, and 15.0%. The net profit attributable to the parent company is projected to be 91 million yuan, 127 million yuan, and 173 million yuan for the same years, with corresponding EPS of 0.12 yuan, 0.16 yuan, and 0.22 yuan. Based on the closing price on August 20, the PE ratios are expected to be 89.58, 64.54, and 47.19 times. As a leading enterprise in the heat treatment industry, the company is expected to benefit from the rising demand for heat treatment in emerging sectors like humanoid robots, leading to a "buy" rating [3].

Core Viewpoint - The A-share market is experiencing a peak in the disclosure of semi-annual reports, with several companies reporting significant profit growth, attracting high market attention [1][3]. Group 1: Company Performance Highlights - XGIMI Technology reported a revenue of 1.626 billion yuan, a year-on-year increase of 1.63%, and a net profit attributable to shareholders of 88.66 million yuan, up 2062.34% [1]. - Lingzhi Software achieved a revenue of 516 million yuan, a decrease of 3.04%, but a net profit of 112 million yuan, increasing by 1002.2% [1]. - Jincai Huitong reported a revenue of 468 million yuan, a decline of 22.30%, while net profit reached 32.81 million yuan, up 2063.57% [1]. - Guolian Minsheng announced a revenue of 4.011 billion yuan, a year-on-year increase of 269.40%, and a net profit of 1.127 billion yuan, up 1185% [2]. - Wancheng Group reported a revenue of 22.583 billion yuan, a year-on-year increase of 106.89%, and a net profit of 472 million yuan, up 50358.8% [2]. Group 2: Notable Companies with Exceptional Growth - Over 30 companies in the A-share market reported a net profit growth exceeding 10 times year-on-year [3]. - Wancheng Group had the highest net profit growth, reaching 870 million yuan, an increase of over 500 times [3]. - Among companies with net profit growth exceeding 10 times, Muyuan Foods reported a net profit of 10.79 billion yuan, Northern Rare Earth reported 1.266 billion yuan, and Guolian Minsheng reported 1.137 billion yuan [3]. Group 3: Summary of Key Financial Metrics - A table lists companies with significant net profit growth, including: - Wancheng Group: 50358.80% growth, net profit of 870 million yuan [4]. - Honghe Technology: 10587.74% growth, net profit of 8.7 million yuan [4]. - Shudao Equipment: 5972.30% growth, net profit of 1 million yuan [4]. - Jincai Huitong: 2063.57% growth, net profit of 4.3 million yuan [4]. - Guolian Minsheng: 1185.19% growth, net profit of 1.137 billion yuan [4].

Group 1 - A-share companies are reporting significant profit growth in their semi-annual reports, with several companies showing over 10 times year-on-year increase in net profit [1][3] - Among the companies reporting, XGIMI Technology achieved a revenue of 1.626 billion yuan, a 1.63% increase year-on-year, and a net profit of 88.66 million yuan, up 2062.34% [1] - Lingzhi Software reported a revenue of 516 million yuan, a 3.04% decrease year-on-year, but a net profit of 112 million yuan, increasing by 1002.2% [1] - Jincai Huilian's revenue for the first half of 2025 was 468 million yuan, down 22.30% year-on-year, while net profit reached 32.81 million yuan, up 2063.57% [1] Group 2 - Guolian Minsheng reported a revenue of 4.011 billion yuan, a 269.40% increase year-on-year, and a net profit of 1.127 billion yuan, up 1185% [2] - Wancheng Group's revenue for the first half of 2025 was 22.583 billion yuan, a 106.89% increase year-on-year, with a net profit of 472 million yuan, up 50358.8% [2] - Over 30 A-share companies have reported net profit growth exceeding 10 times year-on-year, with Wancheng Group leading at a net profit of 870 million yuan, increasing over 500 times [3] Group 3 - The table of companies shows significant year-on-year net profit growth, with Wancheng Group at 50358.80%, followed by Honghe Technology at 10587.74% and Shudao Equipment at 5972.30% [4] - Notable companies with net profits exceeding 1 billion yuan include Muyuan Foods (10.79 billion yuan), Northern Rare Earth (1.266 billion yuan), and Guolian Minsheng (1.137 billion yuan) [3][4]

Core Viewpoint - The company, Jincai Hulin Holdings Co., Ltd. (stock code: 002530), held its 14th meeting of the 6th Board of Directors, where several important resolutions were passed, including adjustments to the remuneration committee, approval of the 2025 semi-annual report, amendments to the company’s articles of association, and the convening of a temporary shareholders' meeting [1][2]. Group 1: Meeting Resolutions - Adjustment of the Remuneration Committee: Due to changes in board members, the remuneration committee was adjusted, with Xu Yueming, Zhang Zhengyong, and Yang Mo appointed as members, and Xu Yueming serving as the chairman. The voting result was 7 votes in favor, 0 against, and 0 abstentions [2]. - Approval of the 2025 Semi-Annual Report: The board confirmed that the semi-annual report was prepared in compliance with legal requirements and accurately reflected the company's situation. The report was published on August 29 in various financial publications [2]. - Amendment of the Articles of Association: The company proposed amendments to its articles of association based on relevant laws and its actual situation, which will be submitted for shareholder approval [2]. - Convening of the Second Temporary Shareholders' Meeting of 2025: The board plans to hold this meeting on September 15, 2025, to review the resolutions submitted by the board. The notice was published on August 29 [2]. Group 2: Documentation - The meeting's documentation includes signed resolutions by the attending directors and the decisions from the 4th meeting of the 2025 Audit Committee [3].