Group 1: Company Overview and Business Segments - Shandong Zhanggu's main business includes fluid power machinery core components, focusing on fan motors, inverters, and high-speed bearings [1] - The company has a leading market share in the domestic Roots blower industry and ranks first in several specialized pump sectors [6] - The company is a national high-tech enterprise with strong R&D capabilities [6] Group 2: Investment and Market Strategy - The company has invested in Haili Tianmeng, a drone system design and manufacturing company, expanding its product range to include both civilian and military drones [2][3] - The company is actively managing its market value and improving communication with investors to address stock price concerns [2] Group 3: Product Development and Applications - The magnetic levitation products cover a power range from 20kW to 550kW, applicable in various industries such as environmental protection, energy, and food processing [4] - The magnetic levitation compressor is capable of large-scale applications in data centers, providing stable cooling sources [7] Group 4: Future Prospects and Orders - The company has secured three new nuclear power orders for 2025, indicating potential growth in this sector [6] - Haili Tianmeng is expected to see improved order volumes as the low-altitude economy and drone market expand [3]

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 向不特定对象发行可转换公司债券持续督导保荐总结报告书 | 保荐机构编号：Z22831000 | 申报时间：2025 年 5 月 | | --- | --- | | 保荐人名称 | 光大证券股份有限公司 | | 注册地址 | 上海市静安区新闸路 1508 号 | | 主要办公地址 | 上海市静安区新闸路 1508 号 | | 法定代表人 | 刘秋明 | | 保荐代表人 | 刘钦、李伦 | | 联系电话 | 021-22169999 | 一、保荐机构及保荐代表人承诺 （一）保荐总结报告书和证明文件及其相关资料的内容不存在虚假记载、误 导性陈述或重大遗漏，保荐人及保荐代表人对其真实性、准确性、完整性承担法 律责任。 （二）保荐人及保荐代表人自愿接受中国证监会、深圳证券交易所对保荐总 结报告书相关事项进行的任何质询和调查。 （三）保荐人及保荐代表人自愿接受中国证监会按照《 证券发行上市保荐业 务管理办法》及深圳证券交易所按照《 深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等有关规定采取的监管措施。 二、发行人基本情况 | 项目 | 内容 | | ...

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 2024 年度保荐工作报告 | 保荐人名称：光大证券股份有限公司 | 被保荐公司简称：山东章鼓 | | --- | --- | | 保荐代表人姓名：刘钦 | 联系电话：021-22169999 | | 保荐代表人姓名：李伦 | 联系电话：021-22169999 | 一、保荐工作概述 | 项目 | 工作内容 | | | | --- | --- | --- | --- | | 1.公司信息披露审阅情况 | | | | | （1）是否及时审阅公司信息披露文件 | 是 | | | | （2）未及时审阅公司信息披露文件的次数 | 0 次 | | | | 2．督导公司建立健全并有效执行规章制度的 | | | | | 情况 | | | | | （1）是否督导公司建立健全规章制度（包括 但不限于防止关联方占用公司资源的制度、 | 是 | | | | 募集资金管理制度、内控制度、内部审计制 度、关联交易制度） | | | | | （2）公司是否有效执行相关规章制度 | 是 | | | | 3.募集资金监督情况 | | | | | （1）查询公司募集资金专户次数 | 每月 ...

网上集体接待日活动的公告 证券代码：002598 证券简称：山东章鼓 公告编号：2025024 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 关于参加 2025 年山东辖区上市公司投资者 特此公告。 山东省章丘鼓风机股份有限公司董事会 2025 年 5 月 14 日 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。 为进一步加强与投资者的互动交流，山东省章丘鼓风机股份有限公司（以下简称"公司"） 将参加由山东证监局、山东上市公司协会与深圳市全景网络有限公司联合举办的"2025 年山 东辖区上市公司投资者网上集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）；或关注微信公众号（名称：全景财经）；或下载全景路演 APP,参与 本次互动交流。活动时间为 2025 年 5 月 15 日（周四）15:00-16:30。届时公司董事会秘书、 副总经理陈超先生；财务总监赵晓芬女士；证券事务代表张红女士将在线就公司 2024 年度业 绩、公司治理、发展战略、 ...

Market Overview - The Shanghai Composite Index rose by 0.82% on May 12, with 27 out of 28 sectors experiencing gains, led by the defense and military industry at 4.80% and the electric equipment sector at 2.69% [1] - The mechanical equipment industry ranked third in terms of daily gains [1] Capital Flow - The net inflow of capital in the two markets reached 19.145 billion yuan, with 19 sectors seeing net inflows [1] - The defense and military industry had the highest net inflow of 5.401 billion yuan, followed by the electric equipment sector with 3.977 billion yuan [1] Mechanical Equipment Industry Performance - The mechanical equipment industry increased by 2.24%, with a total net inflow of 2.901 billion yuan [2] - Out of 530 stocks in this sector, 462 stocks rose, with 15 hitting the daily limit [2] - The top three stocks with the highest net inflow were: - Tuosida (8.30 billion yuan) - Shenzhou High-speed (2.57 billion yuan) - Zhongjian Technology (2.12 billion yuan) [2] Mechanical Equipment Industry Capital Outflow - The top three stocks with the highest net outflow were: - Julun Intelligent (-1.5681 billion yuan) - Jialitu (-1.0099 billion yuan) - Shandong Zhanggu (-859.438 million yuan) [3]

证券代码：002598 证券简称：山东章鼓 公告编号：2025023 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 股票交易异常波动公告 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、股票交易异常波动情况 山东省章丘鼓风机股份有限公司（以下简称"公司"）（证券简称：山东章鼓，证券代码： 002598）的股票交易价格连续 2 个交易日（2025 年 5 月 8 日、2025 年 5 月 9 日）收盘价格涨 幅偏离值累计超过了 20%。根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常 波动情况。 二、公司关注并核实的相关情况 针对公司股票异常波动情况，公司对有关事项进行了核查，现将有关情况说明如下： （一）公司前期所披露的信息，不存在需要更正、补充之处； （二）公司未发现近期公共媒体报道了可能或者已经对本公司股票交易价格产生较大影 响的未公开重大信息； 三、是否存在应披露而未披露信息的说明 公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》等有关规定 应予以披露而未披露的事项或与该 ...

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]