申科滑动轴承股份有限公司 简式权益变动报告书 信息披露义务人：山东易城易购科技有限公司 住所/通信地址：山东省青岛市莱西市沽河街道办事处威海西路47号333室 权益变动性质：股份减少 签署日期：二〇二五年九月 上市公司名称： 申科滑动轴承股份有限公司 股票上市地点： 深圳证券交易所 股票简称： 申科股份 股票代码： 002633 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》、《中华人民共和国证券 法》、《上市公司收购管理办法》、《公开发行证券的公司信息披露内容与格式准 则第 15 号—权益变动报告书》及其他相关法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》及《上市公司收购管理办法》的规定，本 报告书已全面披露了信息披露义务人在申科滑动轴承股份有限公司拥有权益的股份 变动情况。 截至本报告书签署之日，除本报告书披露的信息外，上述信息披露义务人没有 通过任何其他方式增加或减少在申科滑动轴承股份有限公司中拥有权益的股份。 四、本次权益变动是根据本报告所载明的资料进行的。除本信息披露义务人外， 没有委托或者授权任何其 ...

Group 1 - Zhonglun New Materials plans to reduce its shareholding by up to 4 million shares, accounting for 1% of the total share capital [1] - Haojiang Intelligent plans to reduce its shareholding by up to 1.5 million shares, accounting for 0.8364% of the total share capital [1] - Dekeli plans to reduce its shareholding by up to 474,180 shares, accounting for 3% of the total share capital [1][2] Group 2 - Fosun Pharma's subsidiary has received FDA approval for its HLX14 injection, intended for treating osteoporosis in postmenopausal women [3][4] - Shengtai Group plans to reduce its shareholding by up to 16.67 million shares, accounting for 3% of the total share capital [5] - Fangyuan Co. plans to reduce its shareholding by up to 15.3 million shares, accounting for 3% of the total share capital [6] Group 3 - Shenkai Co. completed a tender offer, resulting in 14.5655 million shares being accepted, giving the acquirer a 9.71% stake [8] - Guangdong Construction's 90MW solar-storage project in Tibet has achieved full capacity grid connection [9] - Kesi Technology plans to reduce its shareholding by up to 471,220 shares, accounting for 3% of the total share capital [9] Group 4 - Zhongtai Automobile's subsidiary faces forced execution, impacting its operational capacity [10] - Weima Agricultural Machinery plans to reduce its shareholding by up to 960,000 shares, accounting for 0.98% of the total share capital [10] - Tianqi Co. signed a strategic cooperation agreement with EVE Energy to enhance the lithium battery supply chain [11] Group 5 - Sudavige plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co. for a total valuation of up to 1 billion yuan [12] - Dengyun Co. plans to transfer 75% of its subsidiary's equity for 137 million yuan [13] - Sierte has received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [14] Group 6 - Enjie Co. received a VAT refund of 188 million yuan for its subsidiary [15] - Jiama Clothing plans to reduce its shareholding by up to 366,000 shares, accounting for 0.28238% of the total share capital [16] - Xinong Co. plans to reduce its shareholding by up to 1.05 million shares, accounting for 0.6737% of the total share capital [17] Group 7 - Jiewate plans to jointly acquire 66.25% of Xinguang Haian for a total price of 418 million yuan [18] - Hubei Energy reported an increase in power generation by 22.05% year-on-year in August, with a total of 5.020 billion kWh generated [19][20] - Nasda signed a strategic cooperation agreement with Teld for collaboration in market and product innovation [21] Group 8 - Jinli Technology plans to reduce its shareholding by up to 978,200 shares, accounting for 0.56% of the total share capital [22][23]

Group 1 - The core viewpoint of the news is that Shenke Co., Ltd. experienced a significant drop in stock price, closing at 15.26 yuan per share, with a trading volume of 78.446 million yuan and a turnover rate of 3.35%, resulting in a total market capitalization of 2.289 billion yuan [1] - Shenke Co., Ltd. specializes in the research, production, and sales of thick-walled sliding bearings and components, with its main business revenue composition including bearing components (32.76%), 1000MW/600MW/300MW bearing series (14.01%), and DQY end-cap sliding bearing series (13.61%) [1] - The company was established on December 5, 1996, and went public on November 22, 2011 [1] Group 2 - Among the top ten circulating shareholders of Shenke Co., Ltd., CITIC Prudential Fund's multi-strategy mixed fund (LOF) A (165531) entered the list in the second quarter, holding 828,100 shares, which accounts for 0.55% of the circulating shares [2] - The fund has a current scale of 1.245 billion yuan and has achieved a year-to-date return of 37.87%, ranking 1682 out of 8184 in its category [2] - The fund manager, Jiang Feng, has a tenure of 5 years and 143 days, with a total asset scale of 5.782 billion yuan, achieving a best return of 112.87% during his tenure [3]

Group 1 - The core point of the article is that Shinke Co., Ltd. has resumed trading on September 2nd [2] Group 2 - Wind data indicates the resumption of trading for Shinke Co., Ltd. [2]

Key Points - The stock price of Tianpu Co. has significantly deviated from its fundamentals after seven consecutive trading days of gains [1] - Dexin Technology clarified that it does not directly produce solid-state batteries after two consecutive trading days of gains [1] - Guizhou Moutai's controlling shareholder increased their stake by 67,821 shares, spending 100 million yuan [3] - Chint Electric has terminated the plan to spin off its subsidiary Chint Aneng for listing on the Shanghai Stock Exchange [4] - Chengdu Huamei launched a 40G high-precision RF direct sampling ADC chip [5] - ST Gaohong faces the risk of being delisted due to its stock price falling below par value [6] - Zhongtai Automobile's subsidiary assets are under compulsory execution, and the company is unable to resume operations this year [7] - The EU has initiated an anti-dumping investigation into Chinese pea protein [8] - Sierte is under investigation for suspected information disclosure violations by the China Securities Regulatory Commission [9] - Shenkai Co. disclosed the results of the tender offer from Shenzhen Huili and will resume trading on September 2 [10] Mergers and Acquisitions - Sudavige plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co., Ltd. [11] - Keli Sensor intends to purchase minority stakes in its subsidiary Huahong Technology for 121.5 million yuan [12] Operating Data - BYD's new energy vehicle sales in August reached 373,600 units, slightly up from 373,100 units in the same month last year [13] - SAIC Motor's vehicle sales in August were 363,400 units, a year-on-year increase of 41.04% [14] - Great Wall Motors sold 115,600 vehicles in August, marking a year-on-year growth of 22.33% [15] - BAIC Blue Valley's subsidiary sold 13,530 vehicles in August, up 3.47% year-on-year [16] - Hanma Technology's truck sales in August reached 1,051 units, a significant increase of 58.05% year-on-year [17] Shareholding Changes - Kesi Technology's key technical personnel Liang Hongjian plans to reduce their stake by up to 3% [18] - Longqi Technology's Suzhou Shunwei intends to reduce its stake by up to 4.09% [19] - Shengtai Group's Itochu Asia plans to reduce its stake by up to 3% [20] - Fangyuan Co.'s WISCO Yuanding intends to reduce its stake by up to 3% [21] - Dekeli's shareholder Qian Mingying and their concerted parties plan to reduce their stake by up to 3% [22] Contract Awards - Samsung Medical's wholly-owned subsidiary signed an overseas operating contract worth 5.88 million USD [24] - Yibin Technology received a project designation from a domestic new energy vehicle company, with an expected total sales of approximately 243 million yuan [24] - Teruid has pre-qualified for two projects with a total value of about 698 million yuan [24] - Xianghe Industrial recently signed a daily operating contract worth 400 million yuan [24] - Far East Holdings' subsidiary signed contracts worth over 1.689 billion yuan in August [24] Other Developments - Gujia Home intends to invest 1.124 billion yuan to build a self-owned base project in Indonesia [24] - Dongtu Technology is investing to establish a controlling subsidiary in the semiconductor sector [24] - Kangli Elevator has terminated the sale of its wholly-owned subsidiary Guangdong Kangli [24]

Core Viewpoint - Shinko Co., Ltd. (002633.SZ) has faced continuous losses from 2019 to 2023 but finally turned a profit last year. The company is now undergoing a change in actual control due to a takeover bid that has triggered a suspension of trading starting August 28, 2025 [1][2]. Group 1: Takeover Bid Details - The takeover bid resulted in 14.5655 million shares being accepted, representing 9.71% of the total share capital of Shinko Co., Ltd. [2] - The takeover was initiated by Huiri Hongsheng Industrial Holdings (Limited Partnership), which will hold a final stake of 51.60% after the share transfer is completed [2][3]. - The bid price was set at 16.13 yuan per share, with a total of 86.5875 million shares offered, accounting for 57.73% of the company's total share capital [2]. Group 2: Share Transfer and Control - The takeover was triggered by Huiri Hongsheng's public bidding for a 41.89% stake in Shinko Co., Ltd., with a total transaction price of 1.013 billion yuan for 62.8312 million shares [3]. - The previous controlling shareholder, He Quanbo, has attempted to transfer control of Shinko Co., Ltd. multiple times since 2020 but was unsuccessful until now [3]. - Huiri Hongsheng was established on May 26, 2025, and focuses on investment activities, consulting services, and management consulting [3]. Group 3: Shareholder Background - The largest shareholder of Huiri Hongsheng is the Zaozhuang Tai'erzhuang District State-owned Assets Supervision and Administration Commission, which has invested in several high-end equipment manufacturing enterprises [4]. - The second-largest shareholder is Zhangjiakou Xuanhua Jinke Drilling Machinery Co., Ltd., known for its drilling machinery products [4]. - The executive partner of Huiri Hongsheng, Shenzhen Hongde Business Service Co., Ltd., has shareholders with previous connections to listed companies, including Song Xiaoming and Song Shiqing, the latter having worked as an editor at CCTV [4][5].

Core Viewpoint - Shenzhen Huili Hongsheng Industrial Holdings (Limited Partnership) has successfully completed the acquisition of shares in Shinke Co., Ltd. through a public tender offer, which does not aim to terminate the company's listing status [1][2]. Group 1: Tender Offer Details - The tender offer was initiated by Shenzhen Huili to acquire shares from all shareholders of Shinke Co., Ltd., excluding those shares acquired through the public bidding [1]. - The offer price was set at 16.13 yuan per share, with a total of 86,587,534 shares being targeted, representing a significant portion of the company's total equity [1]. - The deadline for the tender offer was August 27, 2025 [1]. Group 2: Acceptance and Completion - As of the deadline, a total of 349 accounts accepted the tender offer, resulting in the acquisition of 14,565,471 shares, which accounts for 9.71% of the total share capital of Shinke Co., Ltd. [2]. - The acquisition process has been completed in accordance with the relevant regulations, and the transfer of shares has been finalized [2]. - The shareholding structure post-acquisition remains compliant with the listing requirements of the Shenzhen Stock Exchange [2].

Core Viewpoint - Shenzhen Huili Hongsheng Industrial Holdings (Limited Partnership) has completed a tender offer for Shinke Bearings Co., Ltd., acquiring 14,565,471 shares, which is 9.71% of the total share capital, and will become the controlling shareholder after the transfer of additional shares [1][5]. Group 1: Tender Offer Details - The tender offer price was set at 16.13 CNY per share for a total of 86,587,534 shares, representing 57.73% of the company's total issued shares [2][3]. - The tender offer was initiated to fulfill the legal obligation of a comprehensive tender offer due to Shenzhen Huili acquiring 41.89% of the shares from the previous controlling shareholders [2][3]. Group 2: Shareholder Impact - Following the completion of the tender offer, Shenzhen Huili will hold a total of 51.60% of Shinke Bearings' shares after the transfer of the additional 41.89% shares [5]. - The tender offer does not aim to terminate the listing status of Shinke Bearings, and the share distribution will still comply with the listing conditions of the Shenzhen Stock Exchange [1][5]. Group 3: Stock Resumption - Shinke Bearings' stock will resume trading on September 2, 2025, after the confirmation of the tender offer results [5][6]. - Shenzhen Huili has committed not to reduce its holdings in Shinke Bearings for 18 months following the completion of the tender offer [5].

Group 1: Guizhou Moutai and Shareholder Actions - Guizhou Moutai's controlling shareholder, Moutai Group, increased its stake by 67,821 shares on September 1, 2025, representing 0.0054% of the total share capital, with a planned investment of no less than 30 billion yuan and no more than 33 billion yuan over six months [2] Group 2: BYD and Automotive Sales Data - BYD reported August 2025 sales of 373,626 new energy vehicles, a slight increase from 373,083 units in the same month last year, with a cumulative sales figure of 2,863,876 units for the year, reflecting a 23% year-on-year growth [3] - BAIC BluePark's subsidiary sold 13,530 units in August, up 3.47% year-on-year, with a cumulative total of 90,962 units for the year, marking a 74.7% increase [3] - SAIC Motor's August vehicle sales reached 363,371 units, a 41.04% increase year-on-year, with a cumulative total of 2,753,493 units for the year, up 17.87% [3] Group 3: Regulatory Actions and Company Listings - Sierte has been placed under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [4] - China Shipbuilding Industry Corporation announced that China Shipbuilding Heavy Industry's A-shares will be delisted on September 5, 2025, due to voluntary termination of listing [6] - ST Gaohong's stock closed at 0.98 yuan per share on September 1, 2025, falling below 1 yuan, which poses a risk of delisting [6] Group 4: Corporate Investments and Projects - Dongtu Technology has established a joint venture, Beijing Dongtu Semiconductor Technology Co., Ltd., with a registered capital of 10 million yuan, in which it holds a 70% stake [7] - Tianqi Co. signed a strategic cooperation framework agreement with Yiwei Lithium Energy to create a closed-loop system for lithium battery manufacturing and recycling [8] - Guangdong Construction's subsidiary has completed a 90MW solar-storage integrated project in Tibet, contributing to a total installed capacity of 4,662.89MW across various clean energy projects [9] - Gujia Home intends to invest approximately 112.37 million yuan in building a manufacturing base in Indonesia to enhance production efficiency and market competitiveness [10]

格隆汇9月1日丨申科股份(002633.SZ)公布，在2025年7月29日至2025年8月27日要约收购期限内，最终 有349个账户，共计14,565,471.00股股份接受收购人深圳汇理鸿晟产业控股企业（有限合伙）（简称"深 圳汇理"或"收购人"）发出的要约，未超过预定收购的股份数量86,587,534股，收购人将依据要约收购约 定的条件全部收购预受要约的股份。本次要约收购完成后，深圳汇理持有公司14,565,471.00股股份，占 公司总股本的9.71%。本次要约收购不以终止上市公司上市地位为目的，本次要约收购后上市公司的股 权分布将仍然符合深圳证券交易所规定的上市条件。 本次要约收购期限届满后，鉴于要约收购结果需进一步确认，经公司向深圳证券交易所申请，公司股票 于2025年8月28日（星期四）上午开市起停牌。现要约收购结果已确认，经申请，公司股票将于2025年9 月2日（星期二）上午开市起复牌。 ...