China Chengxin International Credit Rating Co.,Ltd. [2026]011 中诚信国际关于将山东省章丘鼓风机股份有限公司 主体及相关债项列入信用评级观察名单的公告 审计服务，为确保公司审计工作的独立性和客观性，结合公司业务发展和整体审 计服务的需要，公司拟聘任中审众环会计师事务所（特殊普通合伙）为公司 2025 年度审计机构。根据公司 2026 年 1 月 6 日发布的《2025 年度业绩预告自愿性披 露公告》，2025 年公司归属于上市公司股东的净利润为 7,200 万元~8,000 万元， 较上年同期增长 0.65%~11.83%。 中诚信国际认为，上述事项反映了公司在信息披露、公司治理、募集资金使 用等规范运作方面或存在一定缺陷，财务报表质量亦有待提升；由于立案调查涉 及定期报告财务信息披露违法违规且立案调查工作仍在进行中，调查结果暂未 公布，该事项对公司生产经营和再融资能力等方面的影响程度或存在一定的不 确定性。 基于上述因素，经中诚信国际信用评级委员会审议决定，维持公司主体信用 等级为 A +，维持"章鼓转债"的债项信用等级为 A +，并将公司主体及上 ...

暂定索赔条件： 于2025年12月31日之前买入，并在2026年1月1日之后卖出或仍持有而亏损的投资者（最终索赔结果以法 院判决为准）。（山东章鼓维权入口） 投资者应准备下列材料：身份证复印件，证券账户开户信息确认单（原件加盖证券公司营业部印章）， 证券交易记录流水（从首次买入该股票至今并加盖证券公司营业部印章，有库存股的还要打印出库存股 数）。 登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我 2025年12月31日晚，山东章鼓（维权）（002598）发布公告称，公司收到中国证监会下发的《立案告知 书》，因公司涉嫌信息披露违法违规，根据《中华人民共和国证券法》《中华人民共和国行政处罚法》 等法律法规，中国证监会决定对公司予以立案。部分股民或许存在索赔机会。 徐劲律师（北京市盈科（深圳）律师事务所）认为，根据证券虚假陈述新司法解释，已明确取消前置程 序，投资者因上市公司虚假陈述导致损失，可以向有管辖权 ...

证券日报网讯1月7日，山东章鼓（002598）在互动平台回答投资者提问时表示，公司会继续努力做好经 营管理，推动公司高质量发展，力争以更好的业绩回报广大投资者的信任。 ...

Market Overview - On January 7, the Shandong state-owned enterprise reform sector fell by 0.13% compared to the previous trading day, with Shida Shenghua leading the decline [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Notable gainers in the Shandong state-owned enterprise reform sector included: - Lixin Chuangtou (600783) with a closing price of 26.94, up 10.00% on a trading volume of 49,900 shares and a transaction value of 134 million [1] - Shandong Molong (002490) closed at 7.70, up 5.77% with a trading volume of 1.1299 million shares and a transaction value of 839 million [1] - Taihe New Materials (002254) closed at 11.71, up 4.46% with a trading volume of 612,500 shares and a transaction value of 707 million [1] Decliners - Key decliners included: - Shida Shenghua (603026) with a closing price of 76.09, down 4.05% and a trading volume of 143,400 shares [2] - Dongjie Intelligent (300486) closed at 18.71, down 3.61% with a trading volume of 210,600 shares [2] - Shandong Zhanggu (002598) closed at 9.15, down 2.76% with a trading volume of 256,500 shares [2] Capital Flow - The Shandong state-owned enterprise reform sector experienced a net outflow of 609 million from institutional investors, while retail investors saw a net inflow of 430 million [2] - The sector's capital flow indicates that institutional investors are withdrawing, while retail investors are increasing their positions [2] Individual Stock Capital Flow - Yanzhou Coal Mining (600188) had a net inflow of 213 million from institutional investors, but a net outflow of 141 million from retail investors [3] - Weichai Heavy Machinery (000880) saw a net inflow of 167 million from institutional investors, with a net outflow of 123 million from retail investors [3] - Lixin Chuangtou (600783) had a significant net inflow of 57.64 million from institutional investors, but retail investors withdrew 29.36 million [3]

Core Viewpoint - Shandong Zhanggu's stock price plummeted following the announcement of a regulatory investigation for financial disclosure violations, despite a positive earnings forecast for 2025 [1][3][6]. Group 1: Earnings Forecast - Shandong Zhanggu expects a net profit attributable to shareholders of 72 million to 80 million yuan for 2025, representing a year-on-year growth of 0.65% to 11.83% [1][7]. - The forecasted net profit excluding non-recurring items is projected to be between 66 million and 74 million yuan, with a growth rate of 1.32% to 13.6% [1][7]. - The company attributes the expected performance to strategic focus on core competitive advantages, increased R&D investment, and improved supply chain management [7]. Group 2: Regulatory Issues - The company received a notice from the China Securities Regulatory Commission (CSRC) regarding an investigation into alleged violations of financial disclosure regulations [3][5]. - Prior to the investigation, Shandong Zhanggu had already faced administrative penalties for issues related to related party transactions, fundraising misuse, and governance irregularities [4][5]. - Specific violations included inaccurate disclosures of related party transactions and improper use of raised funds for non-principal guaranteed financial products [4][5]. Group 3: Stock Performance - Following the announcement of the investigation, Shandong Zhanggu's stock hit the daily limit down on January 5, and continued to decline by 2.18% on January 6, totaling a 12% drop over two trading days [1][6][8]. - Despite the earnings forecast, the stock's performance remained negatively impacted, reflecting ongoing concerns about compliance and profitability [8].

Group 1: Interest Rate Adjustments - The three-year fixed deposit product with an interest rate of 2.2% was officially removed on January 5, with all deposit rates decreasing by 20 basis points [1] - Multiple small and medium-sized banks, including Wuding Xingfu Village Bank and Xuwen Rural Commercial Bank, have recently announced adjustments to their deposit rates, indicating a trend of flexible management based on individual bank conditions [1] Group 2: Currency and Asset Trends - The offshore RMB exchange rate against the USD rose again on January 6, remaining above the 7 yuan mark, continuing a trend of appreciation that has lasted nearly nine months [1] - Analysts believe that the strengthening of the RMB is beneficial for foreign capital inflow, improving liquidity and risk appetite in the A-share market, with three asset categories highlighted for investment: aviation, paper manufacturing, and high-growth sectors like computing and electronics [1] Group 3: Company Performance Forecasts - Eleven companies are expected to achieve their highest net profits in the past decade by 2025, with Zijin Mining and Luxshare Precision leading with lower limits of 51 billion yuan and over 16.5 billion yuan, respectively [2] - The performance of the non-ferrous metals sector is expected to be strong due to supply constraints and structural demand growth, with companies like China Uranium Industry also anticipated to reach peak profits [2] Group 4: Lithium Carbonate Price Surge - Lithium carbonate prices have surged significantly, with a 7.74% increase on January 5 and an 8.99% increase on January 6, reaching 137,900 yuan per ton, driven by tightening supply expectations and rising demand [3] - The price increase is linked to uncertainties in lithium supply and growing demand for energy storage, with market analysts suggesting limited downside potential for lithium prices [3] Group 5: Corporate Developments - Yunnan Metallurgical Group is publicly offering a 3.18% stake in Cheng Tai Insurance for a base price of 184 million yuan, marking the third attempt to transfer this stake [6] - Four companies, including Suzhou Shangshun Technology, have initiated listing counseling as of January 6, indicating ongoing activity in the capital markets [6] Group 6: Stock Market Movements - The three major U.S. stock indices closed higher, with the Dow Jones up 0.99%, driven by AI-related demand, while the S&P 500 and Dow reached historical highs [17] - Commodity prices, particularly metals, have seen significant increases, with copper and nickel reaching record highs, reflecting strong market conditions [17]

Core Viewpoint - Shandong Zhanggu's stock price plummeted following the announcement of an investigation by the China Securities Regulatory Commission (CSRC) for alleged financial disclosure violations, despite the company releasing a positive earnings forecast for 2025 [1][2][5]. Group 1: Earnings Forecast - Shandong Zhanggu expects a net profit attributable to shareholders of 72 million to 80 million yuan for 2025, representing a year-on-year growth of 0.65% to 11.83% [1][6]. - The company anticipates a net profit of 66 million to 74 million yuan after excluding non-recurring gains and losses, indicating a growth of 1.32% to 13.6% [1][6]. - The earnings forecast is supported by strategic initiatives such as increased R&D investment, improved accounts receivable management, and supply chain upgrades [6]. Group 2: Compliance Issues - Shandong Zhanggu has been placed under investigation by the CSRC for suspected violations related to financial information disclosure [2][4]. - The company has previously faced administrative measures from the Shandong Securities Regulatory Bureau for issues including improper related party transactions and governance irregularities [2][3]. - Specific violations include inaccurate disclosures of related party transactions and improper use of raised funds, which have led to regulatory scrutiny [3][4]. Group 3: Stock Performance - Following the announcement of the investigation, Shandong Zhanggu's stock hit the daily limit down on January 5, and continued to decline by 2.18% on January 6, totaling a 12% drop over two trading days [1][5][7]. - Despite the positive earnings forecast, the stock's performance remains negatively impacted by ongoing compliance issues and a significant decline in net profit compared to three years ago [1][7].

长江商报消息 ●长江商报记者 徐佳 被立案股价跌停，山东章鼓（002598.SZ）急抛利好消息护盘。 1月5日晚间，山东章鼓发布业绩预告，预计2025年度实现归属于上市公司股东的净利润（以下简称"归母净利 润"）7200万至8000万元，同比增长0.65%至11.83%；扣除非经常性损益后的净利润（以下简称"扣非净利润"） 6600万至7400万元，同比增长1.32%至13.6%。 然而，长江商报记者注意到，预增的成绩单难掩山东章鼓面临的合规压力与业绩隐忧。日前，山东章鼓因涉嫌定 期报告财务信息披露违法违规被证监会立案。 1月5日开盘后，山东章鼓股价跌停。发布业绩预告之后，1月6日，山东章鼓股价下跌2.18%，两个交易日跌去 12%。 事实上，山东章鼓的合规问题早已显露端倪。2025年12月，山东章鼓因关联交易审议及信息披露违规、募集资金 使用违规、公司治理不规范等问题，被山东证监局采取责令改正的行政监管措施。 募资使用方面，山东证监局指出，山东章鼓2024年使用募集资金购买非保本理财产品；现金管理购买的4只产品未 能在董事会授权的管理期限内全额赎回；募集资金置换相关募投项目先期投入时，将募集资金到账后继续以 ...

Group 1 - The company has voluntarily disclosed its performance forecast for the year 2025, covering the period from January 1, 2025, to December 31, 2025 [1] - The performance forecast is based on preliminary estimates and has not been audited by an accounting firm, but there are no disagreements between the company and the accounting firm regarding the forecast [2] Group 2 - The company aims to strengthen its core competitive advantages by increasing R&D investment, improving accounts receivable management, and promoting product innovation amidst uncertain domestic and international market conditions [2] - Lean production practices and an upgraded supply chain management system have led to significant cost reduction and efficiency improvements, supporting the company's performance recovery [2] Group 3 - The company issued 2,430,000 convertible bonds at a price of 100 yuan each, raising a total of 2.43 billion yuan, with a net amount of approximately 238.63 million yuan after deducting issuance costs [7][14] - The convertible bonds are set to be traded on the Shenzhen Stock Exchange starting November 3, 2023, under the name "Zhanggu Convertible Bonds" [8] - The conversion price for the bonds has been adjusted from 10.35 yuan to 10.25 yuan and then to 10.15 yuan due to cash dividend distributions [10] Group 4 - As of December 31, 2025, the remaining number of convertible bonds is 2,425,172, with a total remaining amount of approximately 242.52 million yuan [11] - The company has completed the closure of certain special accounts for raised funds, reallocating surplus funds to support daily operations and business development [16]

昨日一字跌停的山东章鼓(002598.SZ)今日续跌，盘中一度跌4.37%至9.2元，股价创2025年5月6日以来约 8个月新低。山东章鼓12月31日晚间公告，公司于近日收到中国证监会下发的《立案告知书》(编号：证 监立案字0042025026号)，因涉嫌定期报告财务信息披露违法违规，根据《中华人民共和国证券法》 《中华人民共和国行政处罚法》等法律法规，中国证监会决定对公司进行立案。(格隆汇) ...