1 《申科滑动轴承股份有限公司要约收购报告书摘要》 之财务顾问意见 致：深圳汇理鸿晟产业控股企业（有限合伙） 国联民生证券承销保荐有限公司（以下简称"国联民生保荐"）作为本次深 圳汇理鸿晟产业控股企业（有限合伙）（以下简称"收购人"）要约收购申科滑 动轴承股份有限公司（以下简称"申科股份"）的财务顾问，国联民生保荐对收 购人本次要约收购发表如下结论性意见： "本财务顾问认为，收购人本次要约收购符合《中华人民共和国证券法》《上 市公司收购管理办法》等法律法规的规定，具备收购申科股份的主体资格，不存 在《上市公司收购管理办法》第六条规定的不得收购上市公司的情形。收购人具 备履行本次要约收购义务的能力。" 本财务顾问同意收购人在《申科滑动轴承股份有限公司要约收购报告书摘要》 中引用上述财务顾问意见。 （以下无正文） 国联民生证券承销保荐有限公司关于 （本页无正文，为《国联民生证券承销保荐有限公司关于《申科滑动轴承股份有 限公司要约收购报告书摘要》之财务顾问意见》之签字盖章页） 财务顾问主办人签名： 崔文俊 袁炜琛 朱杨泽 国联民生证券承销保荐有限公司 2025 年 7 月 9 日 2 ...

深圳汇 理鸿晟产业 控股企业（ 有限合伙） 北京大成（深圳）律师事务所 法律意见书 北京大 成（深圳） 律师事务所 关 于 要约收 购报告书摘 要 之 法 律 意 见 书 www.dentons.cn 二〇二五年七月 北京大成（深圳）律师事务所 法律意见书 北 京 大 成 （ 深 圳 ） 律 师 事 务 所 关 于 深 圳 汇 理 鸿 晟 产 业 控 股 企 业 （ 有 限 合 伙 ） 要 约 收 购 报 告 书 摘 要 之 法律意见书 致：深圳汇理鸿晟产业控股企业（有限合伙） 1 北京大成（深圳）律师事务所 法律意见书 了核查，本所律师是以某项事实发生之时所适用的法律、法规为依据认定该事项 是否合法、有效，对于出具本法律意见书相关而因客观限制难以进行全面核查或 无法得到独立证据支持的事实，本所律师依赖政府有关部门、其他有关机构或本 次要约收购方出具的证明文件出具本法律意见书； 北京大成（深圳）律师事务所（以下简称"本所"）接受委托，担任深圳汇 理鸿晟产业控股企业（有限合伙）（以下简称"深圳汇理"或"收购人"）要约 收购申科滑动轴承股份有限公司（以下简称"申科股份"）股份（以下简称"本 次要约收购"或"本次收 ...

证券代码：002633 证券简称：申科股份 公告编号：2025-028 1、申科滑动轴承股份有限公司（以下简称"公司"、"标的公司"、 "上市 公司"、"SK"或"申科股份"）于2025年7月7日收到公司控股股东、实际控制人 何全波先生及第二大股东北京华创易盛资产管理中心（有限合伙）（以下简称"北 京华创"，上述各方统称为"转让方"）与深圳汇理鸿晟产业控股企业(有限合伙) （以下简称"深圳汇理"、"受让方"） 签署的《产权交易合同》（以下简称"转 让协议"），何全波先生和北京华创将所持公司全部股份转让给深圳汇理，其中何 全波先生拟转让其所持公司股份数为42,187,466股股份（占公司总股本28.12%的股 份），北京华创拟转让其所持有公司股份数为20,643,750股股份（占公司总股本 13.76%的股份），转让方共计转让的股份数为62,831,216股股份（占公司总股本 41.89%）。 2、转让协议签署后，深圳汇理将取得上市公司申科股份41.89%的股份，超过上 市公司已发行股份的30%，按照《上市公司收购管理办法》等相关规定，前述股权转 让将触发对申科股份的全面要约收购义务。深圳汇理拟向申科股份除何全 ...

Core Viewpoint - Shenzhen Huiri Hongsheng Industrial Holdings (Limited Partnership) has initiated a public tender offer to acquire 41.89% of Shinko Co., Ltd. (002633.SZ) shares at a price of 16.13 CNY per share, targeting all unrestricted circulating shares held by other shareholders [1] Group 1 - The tender offer is triggered by Shenzhen Huiri's intention to acquire shares through a public bidding process at Beijing Property Exchange [1] - The total number of shares involved in the tender offer is 86,587,534 shares [1] - The purpose of the tender offer is not to terminate the listing status of Shinko Co., Ltd. [1]

Group 1 - The major shareholder, Shandong Yicheng Yigou Technology Co., Ltd., plans to reduce its stake in the company by up to 4,500,000 shares, which represents no more than 3% of the total share capital [1] - The reduction will occur through centralized bidding and block trading within three months after the announcement date [1] - As of the completion of the reduction plan, Yicheng Yigou has reduced its holdings from 19,743,784 shares (13.16% of total shares) to 15,274,284 shares (10.18% of total shares) [2][3] Group 2 - The reduction was executed in two phases: 149,950 shares were sold through centralized bidding at an average price of 11.53 yuan per share, and 297,000 shares were sold through block trading at an average price of 11.70 yuan per share [2] - The total shares reduced amounted to 446,950 shares, accounting for approximately 2.98% of the total share capital [2] - The reduction does not lead to a change in the company's control or significantly impact its governance structure and future operations [3]

公司于近日收到易城易购出具的《关于减持股份计划实施完成的告知函》， 获悉其本次减持计划已实施完成，现将有关情况公告如下： 证券代码：002633 证券简称：申科股份 公告编号：2025-027 申科滑动轴承股份有限公司 关于持股 5%以上股东股份减持完成的公告 股东山东易城易购科技有限公司保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 公司分别于 2025 年 4 月 23 日、2025 年 5 月 12 日、2025 年 5 月 14 日在巨 潮资讯网（http://www.cninfo.com.cn）披露了《关于持股 5%以上股东减持股 份变动比例触及 1%整数倍的公告》（公告编号：2025-017、2025-021、2025-023）。 申科滑动轴承股份有限公司（以下简称"公司"）于 2025 年 3 月 18 日在巨 潮资讯网（http://www.cninfo.com.cn）披露了《关于持股 5%以上股东减持股 份计划的预披露公告》（公告编号：2025-002）；公司持股 5%以上股东山东易 城易 ...

申科股份（002633）公告，持股5%以上股东山东易城易购科技有限公司已完成股份减持计划。易城易 购通过集中竞价交易和大宗交易方式，分别减持149.95万股和297万股，合计减持446.95万股，占公司总 股本的2.9797%。减持后，易城易购持股比例由13.16%降至10.18%。此次减持计划与预披露的一致，不 违反相关法律法规。 ...

Industry Overview - The dynamic pressure oil film sliding bearing is widely used in high-end equipment across industries such as power, petrochemical, and metallurgy due to its excellent wear resistance, load capacity, and service life [1][12] - The market demand for dynamic pressure oil film sliding bearings is continuously increasing, driven by the rapid development of downstream industries, particularly in energy, transportation, metallurgy, and chemical sectors [1][12] - The market size of China's dynamic pressure oil film sliding bearing industry is projected to reach approximately 4.428 billion yuan in 2024, representing a year-on-year growth of 7.14% [1][12] Industry Development History - The development of China's dynamic pressure oil film sliding bearing industry has gone through three main stages: the initial stage from the mid-1950s to the late 1970s, the domestic production phase from the 1980s to the 1990s, and the industrialization phase from the early 21st century to the present [4][5] - The industry began with the successful trial production of the first oil film bearing in 1958, marking a significant leap from non-production to production capabilities [4] - The 21st century has seen a surge in demand for dynamic pressure oil film sliding bearings due to rapid advancements in industrial automation and energy generation [5] Industry Chain - The upstream of the dynamic pressure oil film sliding bearing industry includes raw materials and components such as special steel, alloy materials, and lubricants [8] - The midstream involves the production and manufacturing of dynamic pressure oil film sliding bearings [8] - The downstream applications span across energy generation, industrial drives, petrochemical, and shipbuilding industries [8] Current Industry Status - The sliding bearing market in China is expected to reach a production value of 20.61 billion yuan in 2024, with a year-on-year growth of 2.44% [10] - The automotive industry's recovery is injecting strong momentum into the sliding bearing market, with production and sales of automobiles projected to reach 31.282 million and 31.436 million units, respectively, in 2024, reflecting year-on-year growth of 3.7% and 4.5% [10] - The rapid development of wind power, aerospace, and engineering machinery further expands the application scenarios for sliding bearings [10] Key Enterprises - The competitive landscape of China's dynamic pressure oil film sliding bearing industry features leading enterprises like Chongde Technology, which holds 28 core technologies and leads 14 national standards [14] - Chongde Technology has gained recognition from international giants such as Siemens and GE, establishing a leading global market share [6] - Other notable companies include Shinke Co., Ltd. and Changsheng Bearings, which represent the fragmented competition in the mid-to-low-end market [14][17] Industry Development Trends - The industry is undergoing a high-end transformation driven by technological innovation, with companies focusing on breakthroughs in materials, lubrication, and manufacturing processes [19] - Market demand is increasingly concentrated in the fields of new energy and industrial upgrades, particularly in wind power and nuclear power sectors [21] - National policies supporting high-end equipment manufacturing are accelerating the integration of the industry, with a trend towards domestic substitution and increased industry concentration [22]

Core Viewpoint - The auction results for the controlling stake of Shenkai Sliding Bearing Co., Ltd. have been announced, with Shenzhen Huili winning the bid for 41.89% of the shares at a price of 1.013 billion yuan [1]. Group 1: Transaction Details - Shenkai's controlling shareholder He Quanbo and the second-largest shareholder Beijing Huachuang plan to transfer their total holdings of 41.89%, consisting of 28.12% from He and 13.76% from Beijing Huachuang [1]. - The transaction was conducted through the Beijing Property Exchange, with the auction results announced on June 3 [1]. Group 2: New Controlling Shareholder - Shenzhen Huili is controlled by the Zaozhuang Tai'erzhuang District State-owned Assets Supervision and Administration Commission, which has been actively investing in the new energy sector [2]. - The local government supports state-owned platforms in integrating the new energy industry chain, which may influence Shenkai's strategic direction [2]. Group 3: Industry Context and Challenges - Shenkai is a leading company in the domestic thick-walled sliding bearing sector, maintaining steady growth in traditional markets, but faces pressures for transformation due to increasing precision requirements in rail transit, wind power, and aviation [2]. - The emergence of new industries such as electric vehicles and robotics presents both opportunities and challenges, necessitating enhanced R&D capabilities [2]. Group 4: Potential Benefits of the Transaction - Experts suggest that local state-owned capital entering Shenkai could provide policy and financial support, particularly in high-end manufacturing and resource integration [3]. - The transaction may enable Shenkai to collaborate with local new energy companies, potentially leading to the development of bearings suitable for wind power and electric vehicles, thus becoming a key node in the regional industry chain [3].

证券代码：002633 证券简称：申科股份 公告编号：2025-026 申科滑动轴承股份有限公司 股票交易异常波动的公告 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。 申科滑动轴承股份有限公司（以下简称"公司"）股票于 2025 年 5 月 30 日、 2025 年 6 月 3 日连续 2 个交易日收盘价格涨幅偏离值累计超过 20%，根据深圳证券 交易所有关规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况，公司对有关事项进行了核查，现将相关情 况说明如下： 特别提示： 2025 年 4 月 29 日，公司控股股东、实际控制人何全波先生与第二大股东北京 华创易盛资产管理中心（有限合伙）（以下简称"北京华创"）双方拟共同通过北 京产权交易所公开征集受让方转让其所持公司全部股份（以下简称"本次股份转让" 或"本次公开征集转让"），其中何全波先生拟转让其所持公司股份数为 42,187,466 股股份（占公司总股本 28.12%的股份），北京华创拟转让其所持有公司股份数为 20,643,750 股股份（占公司总股本 13. ...