Group 1 - The central bank has established a re-lending program for service consumption and elderly care with a quota of 500 billion yuan, aimed at encouraging financial institutions to increase support for key areas such as accommodation, catering, cultural and entertainment, and education [1] - The People's Bank of China released the first quarter monetary policy execution report, emphasizing reasonable growth in financing and total money supply, implementing a moderately loose monetary policy, and maintaining financial market stability to prevent systemic financial risks [2] - The China Securities Regulatory Commission has issued the 2025 legislative work plan to maintain stable and healthy market development and protect the legitimate rights and interests of small and medium investors [3] Group 2 - The trend of declining deposit rates continues, with high-interest deposits above 3% becoming increasingly rare, as bank deposit rates have fully transitioned to the "1 era" [4] - The national export control coordination mechanism has initiated a special action to combat the smuggling and export of strategic minerals [5] - Longxin Technology's shareholders plan to collectively reduce their holdings by no more than 3% of the company's shares, while Shandong Molong's shareholder Zhimo Holdings has reduced its H-shares by 28.81 million shares [6] - China First Heavy Industries' legal representative and chairman is under investigation for serious violations of discipline and law, while Shandong Zhanggu has seen its investee company Zhanggu Gaofu develop high-end intelligent equipment, including magnetic levitation compressors [6]

Group 1: Financial Performance and Market Impact - The company's foreign business revenue is $23.5 million, with minimal impact from U.S. trade tariffs on overall performance [2] - The company experienced a decline in performance in the last quarter and the first quarter of this year due to slower customer payment speeds and project commencement [3] - The annual accounts receivable increased significantly, leading to a larger provision, which is a major reason for the decrease in net profit [3] Group 2: Product Development and Market Strategy - The sales of magnetic suspension products are expected to double in 2024 compared to 2023, focusing on high-energy-consuming industries like steel and metallurgy [3] - The company has initiated 32 R&D projects, with a focus on intelligent, energy-efficient, and nuclear power products [3] - The company is collaborating with several enterprises to develop new products, including a smart slurry pump that enhances operational efficiency and reduces downtime risks [4] Group 3: Environmental and Technological Initiatives - The company emphasizes "making environmental protection a productivity" concept in its water treatment operations, focusing on continuous technological improvements and lean management practices [3][5] - The establishment of a fan efficiency diagnosis database aims to identify energy-saving potential clients and support carbon trading and government subsidies [4] Group 4: Market Position and Competitive Advantage - The company maintains a leading position in the domestic market for Roots blowers, with continuous investment in R&D to enhance technological advantages [4] - Magnetic suspension products offer over 30% energy efficiency improvement compared to traditional products, despite higher initial costs [4] - The company plans to deepen its overseas market penetration, focusing on Southeast Asia, Africa, and Russia in the fields of intelligent manufacturing, environmental water treatment, and new material development [5]

Overview - The magnetic levitation centrifugal blower industry is experiencing rapid growth in China, with sales expected to reach 3,805 units and a market size of 930 million yuan in 2024, while the average price per unit is projected to drop to 244,300 yuan [1][13]. Market Policy - The Chinese government has implemented various policies to support the development of the blower industry, including the "Action Plan for High-Quality Development of Environmental Protection Equipment Manufacturing Industry (2022-2025)" and the "Green Industry Guidance Catalog (2023 Edition)," creating a favorable environment for the magnetic levitation centrifugal blower sector [8][10]. Industry Chain - The upstream of the magnetic levitation centrifugal blower industry includes suppliers of high-strength aluminum alloys, stainless steel, magnetic levitation bearings, and other key components. The downstream applications span wastewater treatment, dyeing, chemicals, food, pharmaceuticals, and paper-making, with wastewater treatment being a significant market for these blowers [11]. Competitive Landscape - The domestic market for magnetic levitation centrifugal blowers is primarily occupied by local companies, with major players including Nanjing Maglev Technology Co., Ltd., Shandong Zhangqiao Blower Co., Ltd., and others. The market has shifted from reliance on imported products to domestic production due to high costs and maintenance issues associated with foreign brands [16][17]. Company Analysis - Nanjing Maglev Technology Co., Ltd. specializes in high-power, high-speed drive equipment and has achieved significant breakthroughs in magnetic levitation technology. The company reported a revenue of 150 million yuan in the first half of 2024, with 62 million yuan from magnetic levitation centrifugal blowers, accounting for 41.23% of total revenue [19][20]. - Shandong Zhangqiao Blower Co., Ltd. has diversified its product offerings, including magnetic levitation centrifugal blowers, and reported a total revenue of 933 million yuan in the first half of 2024, with blower sales contributing 56.08% [22]. Development Trends - The efficiency of magnetic levitation centrifugal blowers is expected to improve further through design optimization, enhanced motor efficiency, and the development of new materials. Additionally, stricter environmental regulations will drive the need for low-noise and low-emission blowers, promoting more sustainable industrial processes [25].

Financial Performance - The company's basic earnings per share decreased by 32.86% to 0.2293 yuan in 2024 from 0.3415 yuan in 2023 [1] - Net profit fell by 32.71% to 0.72 billion yuan in 2024 compared to 1.07 billion yuan in 2023 [1] - The return on equity (ROE) dropped by 39.96% to 5.71% in 2024 from 9.51% in 2023 [1] - Operating revenue increased by 4.09% to 20.87 billion yuan in 2024 from 20.05 billion yuan in 2023 [1] - The company's net assets per share rose by 4.08% to 3.83 yuan in 2024 from 3.68 yuan in 2023 [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 11,324.66 million shares, accounting for 40.15% of the circulating shares, with a change of 1.6071 million shares from the previous period [2] - Jinan Zhangqiao District Public Asset Management Co., Ltd. remains the largest shareholder with 9,300.00 million shares, representing 32.97% of the total share capital [2] - New entrants to the top ten shareholders include Hu Hanqiao and Chen Peizhong, holding 220.19 million shares and 148.88 million shares respectively [2] Dividend Distribution - The company announced a dividend distribution plan of 1 yuan per share (including tax) [3]

证券代码：002598 证券简称：山东章鼓 公告编号：2025021 债券代码：127093 债券简称：章鼓转债 山东省章丘鼓风机股份有限公司 关于召开 2024 年度股东大会的通知 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误导性 陈述或者重大遗漏。 山东省章丘鼓风机股份有限公司（以下简称"公司"或"山东章鼓"）第五届董事会第 十九次会议于2025年4月27日召开，会议决议于2025年5月27日召开公司2024年度股东大会， 具体事项如下： 一、召开会议的基本情况 （1）现场会议时间：2025年5月27日下午14:30。 （2）网络投票时间：2025年5月27日。 通过深圳证券交易所交易系统进行网络投票的具体时间为2025年5月27日的交易时间，即 上午9:15—9:25，9:30—11:30和下午13:00—15:00； 通过深圳证券交易所互联网投票系统进行网络投票的时间为2025年5月27日9:15-15:00 期间的任意时间。 5、会议的召开方式：本次股东大会采用现场表决与网络投票相结合的方式召开。 （1）现场表决：股东本人出席现场会议或通过授权委托书委托他人出席； （ 2 ...

证券代码：002598 证券简称：山东章鼓 公告编号：2025019 债券代码：127093 债券简称：章鼓转债 山东省章丘鼓风机股份有限公司 第五届监事会第十七次会议决议公告 本公司及其监事会全体成员保证公告内容真实、准确和完整，并对公告中的虚假记载、 误导性陈述或者重大遗漏承担责任。 山东省章丘鼓风机股份有限公司（以下简称"公司"）第五届监事会第十七次会议于2025 年 4 月 27 日下午 17 时 00 分在公司办公楼二楼会议室以现场会议的方式召开。本次会议通知 已于 2025 年 4 月 17 日以通讯方式送达给全体监事。应参加会议监事 3 名，实到监事 3 名。 本次会议由监事会主席刘新全先生主持，会议的召集、召开符合《中华人民共和国公司法》 和《公司章程》的有关规定。全体与会监事以现场举手表决方式表决通过了以下议案： 1、审议通过《关于公司 2024 年度监事会工作报告的议案》 《公司 2024 年度监事会工作报告》内容详见巨潮资讯网（www.cninfo.com.cn）。 本议案尚需提交公司 2024 年度股东大会审议。 表决结果：同意 3 人，反对 0 人，弃权 0 人，回避 0 人。 2、 ...

山东省章丘鼓风机股份有限公司 监事会关于 2024 年度内部控制自我评价报告的核查意见 根据《公司法》《企业内部控制基本规范》及其配套指引的规定和其他内部控制监管 要求，公司董事会对公司截至2024年12月31日的内部控制有效性进行了评价，并出具《2024 年度内部控制自我评价报告》。公司监事会审阅了公司《2024 年度内部控制自我评价报告》， 现发表意见如下： 公司建立了较为完善和合理的内部控制体系，并且得到了有效的执行。内部控制体系 的建立与有效执行保证了公司各项业务活动的有序、高效开展，起到了较好的风险防范和 控制作用，确保公司资产的安全、完整，维护了公司及全体股东的利益。公司编制的《2024 年度内部控制自我评价报告》客观、真实、准确地反映了公司内部控制制度的建设及运行 情况。公司在 2024 年度的所有重大事项方面都得到有效的内部控制。 监事会对《2024 年度内部控制评价报告》无异议。 （以下无正文） 1 （本页无正文为山东省章丘鼓风机股份有限公司监事会关于 2024 年度内部控制自我评价报 告的核查意见之签字页） 监事签字： 刘新全 王晓晓 高 科 山东省章丘鼓风机股份有限公司监事会 2025 ...

本公司及其董事、监事、高级管理人员保证公告内容真实、准确和完整，并对公告中的 虚假记载、误导性陈述或者重大遗漏承担责任。 一、董事会会议召开情况 证券代码：002598 证券简称：山东章鼓 公告编号：2025008 债券代码：127093 债券简称：章鼓转债 山东省章丘鼓风机股份有限公司 第五届董事会第十九次会议决议公告 山东省章丘鼓风机股份有限公司（以下简称"公司"或"山东章鼓"）第五届董事会第 十九次会议于 2025 年 4 月 27 日下午 15 时 30 分在公司二楼会议室以现场会议的方式召开。 本次会议通知已于 2025 年 4 月 17 日以专人送达、电子邮件等方式送达给全体董事、监事。 应参加会议董事 15 名，实到董事 15 名。本次会议由董事长方润刚先生主持，公司高级管理 人员、监事会成员列席了本次会议。会议的召集、召开符合《中华人民共和国公司法》和《公 司章程》的有关规定。 二、董事会会议审议情况 全体与会董事以投票表决方式表决通过了以下议案： 1、审议通过了《关于公司 2024 年度总经理工作报告的议案》 公司总经理方树鹏先生向董事会汇报了 2024 年公司经营情况和 2025 年经营计 ...

证券代码：002598 证券简称：山东章鼓 公告编号：2025011 债券代码：127093 债券简称：章鼓转债 山东省章丘鼓风机股份有限公司 关于 2024 年度利润分配预案的公告 本公司及其董事、监事、高级管理人员保证公告内容真实、准确和完整，并对公告中的 虚假记载、误导性陈述或者重大遗漏承担责任。 一、审议程序 山东省章丘鼓风机股份有限公司（以下简称"公司"或"本公司"）于 2025 年 4 月 27 日召开了第五届董事会第十九次会议和第五届监事会第十七次会议，审议通过了《关于公司 2024 年度利润分配预案的议案》，根据《公司法》《公司章程》等相关规定，该议案尚需提 交公司 2024 年度股东大会审议。 二、利润分配预案的基本情况 经永拓会计师事务所（特殊普通合伙）审计，并出具永证审字（2025）第 110023 号审 计报告。经审计 2024 年度母公司实现净利润 71,535,336.81 元，减去按母公司净利润提取 10%的法定盈余公积金 7,153,533.68 元，加上年初未分配利润 407,338,275.04 元，2024 年 末实际可供股东分配的利润为 422,260,446.18 元 ...

光大证券股份有限公司关于山东省章丘鼓风机股份有限公司 补充确认并继续使用闲置募集资金进行现金管理的核查意见 光大证券股份有限公司（以下简称"光大证券"或者"保荐机构"）作为山 东省章丘鼓风机股份有限公司（以下简称"山东章鼓"或者"公司"）持续督导 的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所股票上 市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范 运作》《上市公司监管指引第 2 号——上市公司募集资金管理和使用的监管要求》 等相关法律法规的规定，对山东章鼓补充确认并继续使用部分闲置募集资金进行 现金管理的事项进行了核查，核查情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会出具的《关于同意山东省章丘鼓风机股份有限 公司向不特定对象发行可转换公司债券注册的批复》（证监许可〔2023〕1903 号）， 公司于 2023 年 10 月 17 日向不特定对象发行了 2,430,000 张可转换公司债券， 发行价格为每张 100 元，募集资金总额 24,300.00 万元，扣除各项发行费用后， 实际募集资金净额为 238,629,781.92 元，上述款项已于 2 ...