Group 1: Company Announcements - China Merchants Bank has received approval to establish a wholly-owned subsidiary, China Merchants Financial Asset Investment Co., with a registered capital of 15 billion yuan, aimed at market-oriented debt-to-equity swaps and equity investment pilot projects [3] - Aerospace Chengtong has had its qualification for military material engineering service procurement restored after completing internal investigations and appeals [4] - Funiu Co.'s controlling shareholder has obtained a loan commitment of up to 162 million yuan from Bank of China Fujian Branch to increase its stake in the company [5] - Jiete Bio plans to establish a partnership fund with a total investment of 50.01 million yuan, focusing on early and mid-stage biopharmaceutical projects [6] - ST Yazhen's stock will resume trading on July 4 after completing a review due to a significant price deviation [7] - Xingxin New Materials intends to invest approximately 800 million yuan in a project to produce 153,000 tons of polyolefin amine series products in the China-Malaysia Qinzhou Industrial Park [8] - Changling Hydraulic's controlling shareholder is planning a change in control, leading to a temporary suspension of trading [9] - Xinda Real Estate's affiliate will provide up to 240 million yuan for asset renovation projects, with a 7-year term and a 5% annual interest rate [10] Group 2: Major Contracts - China Electric Power Construction has signed a mining transportation project contract worth approximately 5.063 billion yuan in Guinea, with a total project duration of about 72 months [12] - China Oil Engineering's subsidiary has signed a contract worth 294 million USD (approximately 2.122 billion yuan) for the Atawi GMP pipeline project in Iraq, which will positively impact future revenues and profits [13] - Boshi Co. has entered into an outsourcing service contract with China National Petroleum Corporation, valued at 109 million yuan over a 3-year period [14] Group 3: Performance Updates - Poly Developments reported a 30.95% year-on-year decrease in June contract amount to 29.011 billion yuan, with a total of 145.171 billion yuan for the first half of the year, down 16.25% [16] - Huayin Power expects a net profit increase of 175 to 215 million yuan for the first half of 2025, driven by increased power generation and reduced fuel costs [17]

Group 1 - Shengde Xintai won a bid for a thermal power steel pipe project worth approximately 217 million yuan, accounting for 8.15% of its audited revenue for 2024 [1] - High-speed Electric's subsidiary won a project for the Shanghai-Nanjing-Hefei high-speed railway, with a bid amount of 71.76 million yuan [1] - Cangge Mining's subsidiary received a construction permit for a lithium-boron mining project, with a construction area of 106,900 square meters [2] Group 2 - China Electric Power Construction signed a mining transportation project contract in Guinea worth approximately 5.063 billion yuan, with a total duration of about 72 months [3] - Guobang Pharmaceutical's subsidiary completed the registration of an equity investment fund focusing on strategic emerging industries [4] - Deshi Co. obtained two invention patents related to oil and gas field development [5][26] Group 3 - Xue Tian Salt Industry expects a significant decrease in net profit for the first half of 2025, projecting a decline of 76.34% to 80.29% [6] - Rundu Co. received a drug registration certificate for moxifloxacin hydrochloride tablets, used for treating various bacterial infections [7] - China Nuclear Power reported a 15.65% increase in power generation in the first half of the year, with nuclear power generation up by 12.01% [8] Group 4 - Suqian Liansheng obtained two invention patents related to wastewater treatment methods [9] - Boshi Co. signed a 109 million yuan operation and maintenance service contract for solid product packaging [11] - *ST Sailong's subsidiary received a drug registration certificate for torasemide injection, used for various medical conditions [13] Group 5 - North Bay Port reported a 10.95% increase in cargo throughput for the first half of 2025, with container throughput also showing growth [14] - Kaiwei Te expects a revenue increase of 56.17% to 90.87% for the first half of 2025 [15] - Wankai New Materials plans to reduce production and conduct maintenance on 60,000 tons of PET capacity, affecting overall performance [16] Group 6 - Haiwang Bio's HW130 injection successfully completed Phase I clinical trials, showing good safety and tolerability [19] - Zhenai Meijia received a total of 22.8 million yuan in compensation for land acquisition, which will significantly impact its 2025 performance [20] - Changyuan Electric reported a 23.58% decrease in power generation in June, with a notable decline in thermal power generation [21] Group 7 - Shouxiangu's subsidiary completed the registration of two health food products [22] - Kailun Co. announced the resignation of its deputy general manager and board secretary [23] - Xibu Muye reported a 2.15% year-on-year increase in fresh milk production in June [24] Group 8 - Deshi Co. obtained two invention patents related to oil and gas field development [26] - Jingwei Huikai plans to acquire a 12.44% stake in Nuo Si Micro for 149 million yuan [27] - Electric Alloy completed the registration of its subsidiary in Mexico [29] Group 9 - Meinuohua expects a net profit increase of 142.84% to 174.52% for the first half of 2025 [30] - Guizhou Moutai repurchased approximately 3.38 million shares, accounting for 0.2692% of its total share capital [31][32] - Warner Pharmaceutical received approval for the listing application of a raw material drug for treating respiratory diseases [34] Group 10 - Yuan Dong Bio's independent director is under investigation for serious violations [35] - Dash Intelligent signed a contract for a smart project worth 11.88 million yuan [36] - Dayou Energy plans to transfer 586,500 tons of coal production capacity replacement indicators [37] Group 11 - Foton Motor reported a 150.96% increase in new energy vehicle sales in the first half of 2025 [39] - Renfu Pharmaceutical's shareholder plans to increase its stake by 1% to 2% [40] - Zongshen Power expects a net profit increase of 70% to 100% for the first half of 2025 [42] Group 12 - Yingboer plans to sell its wholly-owned subsidiary for 239 million yuan [44] - Changan Automobile reported a 1.59% increase in total vehicle sales in the first half of 2025 [46] - Fulian Precision signed a cooperation framework agreement with Sichuan Development Longmang [48] Group 13 - Nengte Technology plans to repurchase shares worth 300 million to 500 million yuan [50] - Longsoft Technology's controlling shareholder donated 3.43% of the company's shares [51] - Data Port's shareholders plan to reduce their holdings by up to 2% [52]

Core Viewpoint - The company has signed an outsourcing service contract for solid product packaging line operations with China National Petroleum Corporation's Guangxi Petrochemical Branch, amounting to approximately RMB 109 million, which is expected to positively impact the company's performance during the contract period [1] Financial Impact - The contract value is set at RMB 109 million, with an annual contract amount of approximately RMB 36.38 million over a service period of three years [1] - This contract represents 1.18% of the company's projected revenue for 2024 and 4.39% of the company's industrial service revenue for the same year [1] Performance Expectations - The agreed industrial service content is anticipated to have a positive effect on the company's performance during the contract execution period [1]

| 证券代码：002698 | 证券简称：博实股份 | 公告编号：2025-032 | | --- | --- | --- | | 债券代码：127072 | 债券简称：博实转债 | | 哈尔滨博实自动化股份有限公司 重大合同公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 一、合同签署概况 近日，哈尔滨博实自动化股份有限公司（以下简称"博实股份"或"公司"） 收到与中国石油天然气股份有限公司广西石化分公司（以下简称"广西石化"）签 订的"固体产品包装线运维业务外包服务合同"，合同金额暂定为人民币 10,914.80 万元。根据公司《章程》等相关规定，该合同的签署权限在总经理权限范围内。 二、交易对手方基本情况 1、名称：中国石油天然气股份有限公司广西石化分公司 2、住所：钦州港经济开发区石油大道 1 号 3、负责人：徐文清 4、经营范围：危险化学品生产；原油仓储（依法须经批准的项目，经相关部门 批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）一 般项目：化工产品生产（不含许可类化工产品）；化工产品销售（不含许可类化工 产品）；成品油批发（ ...

| 证券代码：002698 | 证券简称：博实股份 | 公告编号：2025-031 | | --- | --- | --- | | 债券代码：127072 | 债券简称：博实转债 | | 哈尔滨博实自动化股份有限公司 关于 2025 年第二季度可转换公司债券转股情况的公告 第 15 号——可转换公司债券》的有关规定，哈尔滨博实自动化股份有限公司（以下 简称"公司"）现将 2025 年第二季度可转换公司债券（以下简称"可转债"）转股 及公司股份变动情况公告如下： 一、可转债发行上市概况 （一）可转债发行情况 经中国证券监督管理委员会（以下简称"中国证监会"）"证监许可[2022]2035 号"文核准，公司于 2022 年 9 月 22 日向社会公开发行 450 万张可转换公司债券， 每张面值 100 元，发行总额为人民币 45,000 万元，期限为自发行之日起 6 年。 （二）可转债上市情况 经深圳证券交易所（以下简称"深交所"）"深证上[2022]1024 号"文同意， 公司 45,000 万元可转换公司债券于 2022 年 11 月 3 日起在深交所挂牌交易，债券简 称"博实转债"，债券代码"127072" ...

| 证券代码：002698 | 证券简称：博实股份 | 公告编号：2025-030 | | --- | --- | --- | | 债券代码：127072 | 债券简称：博实转债 | | 哈尔滨博实自动化股份有限公司 重大合同公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 一、合同签署概况 近日，哈尔滨博实自动化股份有限公司（以下简称"博实股份"或"公司"） 收到与荣盛石化股份有限公司（以下简称"荣盛石化"）签订的商务合同，合同合 计金额为人民币 11,600 万元。根据公司《章程》等相关规定，该合同的签署权限在 总经理权限范围内。 二、交易对手方基本情况 1、名称：荣盛石化股份有限公司 2、住所：浙江省萧山区益农镇红阳路 98 号 3、法定代表人：李水荣 4、注册资本：壹佰零壹亿贰仟伍佰伍拾贰万伍仟元（人民币） 5、经营范围：涤纶丝，化纤布的制造、加工，纸制品加工，轻纺原料及产品， 五金，化工产品及原料（除化学危险品及易制毒化学品）的销售，实业投资，普通 货物的仓储服务（不含危险品），道路货物运输（凭有效许可证经营），经营进出 口业务。 1 6、博实股份与荣 ...

Core Viewpoint - The company has signed a business contract with Rongsheng Petrochemical, amounting to RMB 116 million, which is expected to positively impact its performance in 2027 or 2028 [1] Group 1: Contract Details - The contract value is RMB 116 million, with a tax-excluded amount of RMB 103 million [1] - The contract involves rubber post-processing equipment and cutting rubber solution systems, including embedded software [1] - The delivery date for the contract is set for February 28, 2026 [1] Group 2: Financial Impact - The tax-excluded contract amount represents 3.59% of the company's projected revenue for 2024 [1] - The contract is expected to have a positive impact on the company's performance in the years 2027 or 2028 [1]

Group 1 - The company, Boshi Co., has signed a business contract with Rongsheng Petrochemical worth 116 million RMB [1] - The contract includes complete rubber post-processing equipment and cutting glue solution systems, including embedded software [1] - The pre-tax amount of the contract is 102.65 million RMB, which accounts for 3.59% of the company's projected revenue for 2024 [1] Group 2 - The installation and acceptance of the related equipment will depend on the user's site conditions [1] - The contract is expected to have a positive impact on the company's performance in 2027 or 2028 [1]

Core Viewpoint - Harbin Bosh Automation Co., Ltd. maintains a long-term credit rating of AA with a stable outlook, reflecting its strong competitive position in the automation equipment sector and solid financial performance despite some profit decline [1][3][4]. Company Overview - The company primarily operates in intelligent manufacturing equipment, industrial services, and environmental technology and equipment [3][10]. - As of the end of 2024, the company reported total assets of 69.55 billion yuan and equity of 39.51 billion yuan, with a revenue of 28.63 billion yuan and a profit of 6.13 billion yuan [10][11]. Financial Performance - In 2024, the company achieved a revenue growth of 11.59% year-on-year, driven by increased demand for intelligent manufacturing equipment due to digital and intelligent upgrades in the manufacturing industry [4][22]. - The company's gross profit margin has seen a decline, with the overall gross margin affected by varying profitability across different business segments [22]. Order Backlog - As of the end of 2024, the company had a substantial order backlog totaling 63.22 billion yuan, with 50.33 billion yuan from intelligent manufacturing equipment, 10.55 billion yuan from industrial services, and 2.34 billion yuan from environmental technology and equipment [4][22]. Debt and Financial Health - The company has a low debt burden, with a debt-to-asset ratio of 43.20% and a cash-to-short-term debt ratio of 55.81 times, indicating strong debt repayment capacity [6][10]. - The company has not experienced any overdue or default records, maintaining a good credit standing [21]. Industry Analysis - The automation equipment industry is characterized by high technical barriers, with significant growth potential driven by government policies promoting intelligent manufacturing and domestic production [16][17]. - The global industrial robot installation volume is projected to exceed 600,000 units by 2027, indicating a growing market for automation solutions [16]. Competitive Advantages - The company possesses a leading technological advantage in the domestic automation equipment sector, supported by long-term technical accumulation and a robust R&D strategy [5][18]. - The company’s products are primarily targeted at high-end markets, suitable for industries with high efficiency and safety production requirements [18][22].

Key Points - The company, Harbin Boshi Automation Co., Ltd., has issued convertible bonds totaling 4,500,000 units with a face value of RMB 100 each, raising a total of RMB 450 million, netting RMB 443.42 million after deducting issuance costs [2][4][14] - The bonds have a maturity period of six years, from September 22, 2022, to September 21, 2028, with an annual interest rate that increases from 0.30% in the first year to 2.00% in the sixth year [3][4][5] - The initial conversion price for the bonds is set at RMB 15.81 per share, subject to adjustments based on various corporate actions such as stock dividends and capital increases [5][6][7] - The company has established a special account for the management of the raised funds, ensuring that the funds are used for designated projects, including the development of robotic systems and smart factories [15][18][21] - The company reported a total asset increase of 4.61% year-on-year, with total liabilities decreasing by 1.52%, and owner’s equity increasing by 9.81% [17] - The company’s revenue for the fiscal year 2024 was RMB 286.27 million, reflecting an 11.59% increase from the previous year, while net profit decreased by 1.58% to RMB 54.42 million [17] - The company has a credit rating of AA for both the issuer and the bonds, indicating a stable financial outlook [16]