Core Viewpoint - Jikai Co., Ltd. has faced significant challenges over its 13 years since listing, with a market value decline of 61.19% from its peak, reflecting issues in performance and market confidence [2][7]. Group 1: Business Performance - The transportation machinery segment is the main revenue driver, accounting for 59.17% of total revenue in the first half of 2024, down from 68.91% in 2020 [3]. - Despite having a strong product line, including key equipment like 3D-formed cast scrapers, the transportation machinery business has shown signs of revenue decline, with a year-on-year decrease of 11.24% in the first three quarters of 2024 [3]. - The company has developed innovative products like explosion-proof diesel intelligent handling robots, but these have limited short-term impact on revenue [3]. Group 2: Financial Challenges - Jikai Co., Ltd. has consistently reported losses, with a net profit of -0.16 billion in 2020, narrowing to -0.02 billion in 2024, and a loss of 16.39 million in the first quarter of 2025 [5]. - There is a mismatch between R&D investment and output efficiency, with management expenses increasing by 23% year-on-year in 2024, leading to a lower return on investment compared to industry averages [5]. Group 3: Market Position and Strategic Issues - The company's market value peaked at 7.236 billion in 2017, coinciding with a boom in the coal industry, but it has struggled to find new growth avenues as the industry cycle shifted [7]. - Jikai Co., Ltd. faces increasing competition from leading firms like XCMG and SANY in the intelligent mining sector, despite benefiting from regional policy support [7]. - The company has expanded its export business to markets like Australia and Russia, but overseas revenue remains below 15%, and it lacks sufficient international certifications to enhance competitiveness [7].

冀凯股份（002691）公告，预计2025年上半年净利润亏损2300万元–3200万元，上年同期为盈利523.24 万元。 ...

[Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company forecasts a significant net loss for the first half of 2025, with attributable net profit expected to range from a loss of RMB 23 million to RMB 32 million Performance Indicators | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: RMB 23 million – RMB 32 million | Profit: RMB 5.2324 million | | **Net Profit After Non-Recurring Items** | Loss: RMB 26 million – RMB 37 million | Loss: RMB 18.9892 million | | **Basic Earnings Per Share** | Loss: RMB 0.068/share – RMB 0.094/share | Profit: RMB 0.015/share | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The financial data presented in this performance forecast has not undergone pre-audit by an accounting firm - The financial data related to this performance forecast has not been pre-audited by an accounting firm[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The company's H1 2025 performance decline is primarily due to intensified market competition, increased credit impairment provisions, and higher sales promotion expenses - Affected by coal market conditions, intensified competition in the coal machinery market led to a decrease in gross profit margins for some of the company's products[5](index=5&type=chunk) - Lower-than-expected collection of certain accounts receivable resulted in an increase in credit impairment provisions[5](index=5&type=chunk) - The company actively expanded its market and continuously increased market promotion efforts, leading to an increase in sales expenses[5](index=5&type=chunk) [Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) The company cautions investors that this performance forecast is a preliminary, unaudited estimate, with final financial data to be disclosed in the 2025 semi-annual report - This performance forecast is a preliminary estimate by the company's financial department and has not been audited by an accounting firm; specific financial data will be subject to the company's 2025 semi-annual report[6](index=6&type=chunk)

（原标题：机械设备行业资金流出榜：英维克、川润股份等净流出资金居前） 机械设备行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002837 | 英维克 | -4.62 | 5.67 | -16276.18 | | 002272 | 川润股份 | 0.09 | 32.89 | -12668.90 | | 600520 | 三佳科技 | -2.66 | 10.05 | -10272.17 | | 002490 | 山东墨龙 | 9.97 | 30.32 | -9260.45 | | 300276 | 三丰智能 | -0.29 | 3.35 | -7939.33 | | 002097 | 山河智能 | -0.48 | 4.66 | -6538.23 | 沪指6月23日上涨0.65%，申万所属行业中，今日上涨的有28个，涨幅居前的行业为计算机、国防军 工，涨幅分别为2.25%、1.97%。机械设备行业今日上涨0.82%。跌幅居前的行业为食品饮料、家用电 器、钢铁，跌幅分别为0.80%、0. ...

Core Points - The Shanghai Composite Index closed at 3365.07 points, below the five-day moving average, with a change of 0.15% [1] - The total trading volume of A-shares reached 683.87 billion yuan [1] - A total of 820 A-shares have prices that surpassed the five-day moving average [1] Individual Stock Performance - SanDe Technology (300515) had a price increase of 19.98% with a deviation rate of 13.78% from the five-day moving average [2] - HaiXin Energy Technology (300072) saw a price increase of 20.06% with a deviation rate of 12.77% [2] - QiLin Information Security (688152) experienced a price increase of 13.18% with a deviation rate of 9.66% [2] - Other notable stocks include TengYuan Cobalt (301219) with a 14.39% increase and a 9.34% deviation rate, and Jiangsu BoYun (301003) with a 14.60% increase and a 9.11% deviation rate [2]

Meeting Details - The shareholder meeting of Jikai Equipment Manufacturing Co., Ltd. was held on May 28, 2025, at 14:30 [1] - A total of 242 shareholders and their representatives attended the meeting, representing 122,087,849 shares, which is 35.9082% of the total shares [1] - Among the attendees, 234 were minority investors, representing 8,588,400 shares, or 2.5260% of the total shares [1] Voting Results - The meeting adopted resolutions through on-site and online voting, with 228,981,449 shares voting in favor, accounting for 99.8714% of the valid votes [2] - Minority investors voted 8,293,600 shares in favor, representing 96.5675% of their valid votes [2] - The voting results showed a consistent trend of high approval rates, with various resolutions receiving over 99% approval from attending shareholders [3][5][6] Legal Opinion - The legal opinion provided by Beijing Deheng Law Firm confirmed that the meeting's procedures, participant qualifications, voting processes, and resolutions complied with relevant laws and regulations, deeming them valid [7]

证券代码：002691 证券简称：冀凯股份 公告编号：2025-019 冀凯装备制造股份有限公司 2024 年度股东大会决议公告 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。 特别提示： 1、本次股东大会无否决议案的情况； 2、本次股东大会不涉及变更前次股东大会决议的情况。 一、会议的召开和出席情况 (一)会议召开情况： 1、会议召开时间： （1）现场会议时间：2025年5月28日（星期三）下午14:30 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为：2025年5月28日上午9:15-9:25，9:30—11:30，下午13:00—15:00；通过 深圳证券交易所互联网投票系统投票的具体时间为：2025年5月28日9:15至2025 年5月28日15:00的任意时间。 2、现场会议召开地点：河北省石家庄高新区湘江道418号冀凯装备制造股 份有限公司二楼会议室 3、会议的召开方式：现场投票和网络投票相结合 4、会议召集人：冀凯装备制造股份有限公司董事会 5、会议主持人：董事长冯帆先生 会议的召集、召开与表决程序符合《公司法》、《深圳 ...

北京德恒律师事务所 法律意见 北京市西城区金融街 19 号富凯大厦 B 座 12 层 电话:010-52682888 传真:010-52682999 邮编:100033 关于冀凯装备制造股份有限公司 北京德恒律师事务所 2024 年度股东大会的法律意见 北京德恒律师事务所 关于冀凯装备制造股份有限公司 2024 年度股东大会的 法律意见 德恒 01G20240840-1 号 致：冀凯装备制造股份有限公司 本所及经办律师依据《证券法》《律师事务所从事证券法律业务管理办法》 和《律师事务所证券法律业务执业规则（试行）》等规定及本法律意见出具日以 1 关于冀凯装备制造股份有限公司 北京德恒律师事务所 2024 年度股东大会的法律意见 前已经发生或者存在的事实，严格履行了法定职责，遵循了勤勉尽责和诚实信用 原则，进行了充分的核查验证，保证本法律意见所认定的事实真实、准确、完整， 所发表的结论性意见合法、准确，不存在虚假记载、误导性陈述或者重大遗漏， 并承担相应法律责任。 本法律意见仅供见证公司本次股东大会相关事项的合法性之目的使用，不得 用作任何其他目的。 北京德恒律师事务所接受冀凯装备制造股份有限公司（以下简称"公 ...

Group 1 - The stock of Jikai Co., Ltd. increased by 4.20% today, with a turnover rate of 14.87% and a trading volume of 456 million yuan, showing a volatility of 16.36% [1] - Institutional investors net sold 26.67 million yuan, while the total net selling by brokerage seats amounted to 12.21 million yuan [1] - The stock was listed on the Dragon and Tiger list due to its daily volatility reaching 16.36%, with institutional proprietary seats net selling 26.67 million yuan [1] Group 2 - The top five brokerage seats on the Dragon and Tiger list had a total trading volume of 132 million yuan, with a buying amount of 46.58 million yuan and a selling amount of 85.45 million yuan, resulting in a net selling of 38.87 million yuan [1] - Among the brokerage seats listed, four institutional proprietary seats were involved, with a total buying amount of 28.13 million yuan and a selling amount of 54.80 million yuan, leading to a net selling of 26.67 million yuan [1] - Over the past six months, the stock has appeared on the Dragon and Tiger list 14 times, with an average price increase of 4.72% the day after being listed and an average increase of 16.14% in the following five days [1] Group 3 - The stock experienced a net inflow of 2.83 million yuan from main funds today, with a significant single net inflow of 1.70 million yuan and a large single net inflow of 1.13 million yuan [1] - In the last five days, the main funds have seen a net inflow of 45.92 million yuan [1]

证券代码：002691 证券简称：冀凯股份 公告编号：2025-018 冀凯装备制造股份有限公司 关于收到政府补助的公告 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。 冀凯装备制造股份有限公司（以下简称"公司"）全资子公司冀凯河北机电 科技有限公司近日收到与日常经营活动相关的政府补助 3,211,237.78 元，占公 司最近一期经审计归属于上市公司股东净利润绝对值的 177.97%。具体情况如下： 单位:元 | | | 收到补助 | | | | 是否已收 | 是否有 | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 获得补助主体 | 时间 | | 补助金额 | 补助形式 | 到相关款 | 可持续 | | | | | | | | 项及资产 | 性 | | 1 | 冀凯河北机电科 | 2025 | 年 04 | 3,211,237.78 | 现金 | 是 | 是 | | | 技有限公司 | 月 日 | 30 | | | | | 二、补助的类型及其对上市公司的影响 1、补助的类型 根据《企业会计 ...