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 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。 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 城易购科技有限公司（以下简称"易城易购"）持有公司 19,743,784 股股份（占 公司总股本比例 13.16%）。计划自该公告披露之日起 15 个交易日后的 3 个月内 通过集中竞价交易及大宗交易方式减持其持有的公司股份不超过 4,500,000 股 （占本公司总股本比例不超过 3%）。 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 ...

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. ...

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。 特别提示： 1、截止 2025 年 6 月 3 日，本次公开征集转让虽已产生受让方，但具体的交易 条件，以及是否能就交易条件达成一致仍存在较大不确定性，最终是否能签署产权 交易合同仍存在重大不确定性，敬请广大投资者注意投资风险。 证券代码：002633 证券简称：申科股份 公告编号：2025-025 申科滑动轴承股份有限公司 关于控股股东、实际控制人与第二大股东拟通过公开征集转让 方式转让公司全部股份的进展公告 股东何全波、北京华创易盛资产管理中心（有限合伙）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。 2025 年 5 月 30 日，公司收到北京产权交易所出具的《网络竞价结果通知书》， 本次公开征集转让网络竞价活动的结果是深圳汇理鸿晟产业控股企业(有限合伙)成 为受让方，成交价格¥1,013,072,279.88 元(大写：人民币壹拾亿壹仟叁佰零柒万贰 仟贰佰柒拾玖元捌角捌分)。截至 2025 年 6 月 3 日，本次公开征集转让尚未签署相 关产权交易合同。 二、风险提示 2、本次公开征集的受让方深圳汇 ...

Core Viewpoint - Shinko Co., Ltd. is in the process of transferring control through a public solicitation for the sale of shares held by its major shareholders, with a total of 41.89% of the company's equity being offered for sale [1][2]. Group 1: Share Transfer Details - The controlling shareholder, He Quanbo, and the second-largest shareholder, Beijing Huachuang Yisheng Asset Management Center, are jointly seeking buyers for their total holdings of 41.89% of the company's shares, with He Quanbo offering 28.12% and Beijing Huachuang offering 13.76% [1][2]. - The public solicitation period for potential buyers is set from November 13, 2024, to December 10, 2024, with a minimum price of 9.73 yuan per share [2]. - Two interested buyers have emerged, one being a consortium including Huari Century Holdings Group Co., Ltd., and the other being Shenzhen Huili Hongsheng Industrial Holdings [1][2]. Group 2: Historical Context - Since 2020, He Quanbo has attempted to transfer control of Shinko Co., Ltd. on two occasions, both of which were ultimately unsuccessful [3]. - Previous attempts included a plan in October 2020 to transfer shares to Beijing Zhongnanshan Investment Holdings and Tibet Huize Hongtu Trading Co., Ltd., which was later terminated [3]. - In May 2022, another attempt was made to transfer shares to the same entities, but it also did not materialize as planned [3]. Group 3: Company Overview - Shinko Co., Ltd. is headquartered in Zhuji, Zhejiang, and specializes in the research, development, production, and sales of thick-walled sliding bearings and related components [4].

证券代码：002633 证券简称：申科股份 公告编号：2025-024 申科滑动轴承股份有限公司 关于控股股东、实际控制人与第二大股东拟通过公开征集转让 方式转让公司全部股份的进展公告 股东何全波、北京华创易盛资产管理中心（有限合伙）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。 申科滑动轴承股份有限公司（以下简称"公司""本公司"或"申科股份"） 于 2025 年 4 月 29 日披露了《关于控股股东、实际控制人筹划控制权变更的提示性 公告》（公告编号：2025-018）、《关于控股股东、实际控制人与第二大股东拟通 过公开征集转让方式转让公司全部股份的公告》（公告编号：2025-19）。 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 ...

证券代码：002633 证券简称：申科股份 公告编号：2025-023 申科滑动轴承股份有限公司 关于持股 5%以上股东股份变动比例触及 1%整数倍的公告 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。 申科滑动轴承股份有限公司（以下简称"公司"）于 2025 年 3 月 18 日在指 定信息披露媒体巨潮资讯网（http://www.cninfo.com.cn）上披露了《关于持股 5%以上股东减持股份的预披露公告》（公告编号：2025-002）。持有公司股份 1,974.3784 万股（占公司总股本比例 13.16%）的股东山东易城易购科技有限公 司（以下简称"易城易购"）计划以大宗交易、集中竞价方式减持公司股份不超 过 450 万股（占公司总股本的 3.00%），其中以集中竞价交易方式减持股份总数 不超过 150 万股，占公司总股本比例不超过 1%，以大宗交易方式减持股份总数 不超过 300 万股，占公司总股本比例不超过 2%。 截至 2025 年 4 月 21 日，易城易购本 ...