9月11日，泰嘉股份涨5.29%，截至发稿，报23.08元/股，成交1.99亿元，换手率3.54%，总市值58.10亿 元。 资料显示，湖南泰嘉新材料科技股份有限公司位于湖南省长沙市望城经济技术开发区泰嘉路68号，成立 日期2003年10月23日，上市日期2017年1月20日，公司主营业务涉及双金属带锯条及其相关产品的研 发、生产和销售。主营业务收入构成为：锯切-双金属带锯条44.58%，电源-消费电子电源43.69%，电 源-大功率电源8.71%，锯切-其他1.45%，电源-其他1.22%，锯切-双金属复合钢带0.36%。 数据显示，易方达基金旗下1只基金位居泰嘉股份十大流通股东。易方达供给改革混合（002910）二季 度新进十大流通股东，持有股数249.12万股，占流通股的比例为0.99%。根据测算，今日浮盈赚取约 288.98万元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 易方达供给改革混合（002910）成立日期2017年1月25日，最新规模40.56亿。 ...

Core Viewpoint - The announcements detail the completion of share reductions by major shareholders of Taijia Co., Ltd., including Zhonglian Heavy Industry and Changsha Zhengyuan, with significant cash proceeds from these transactions [1][2][4]. Shareholder Reduction Summary - Zhonglian Heavy Industry reduced its holdings by a total of 7,552,124 shares, representing 3% of the total share capital, with a total cash amount of approximately 159,123,253.44 yuan [2][3]. - The reduction was executed in two phases: 2,517,374 shares through centralized bidding at an average price of 20.31 yuan per share, and 5,034,750 shares through block trading at an average price of 21.45 yuan per share [2][3]. - Following the reduction, Zhonglian Heavy Industry's stake decreased from 19.07% to 16.07% of the total share capital [3]. Impact on Company Control - The share reductions by Zhonglian Heavy Industry and Changsha Zhengyuan will not lead to any change in the company's control or governance structure, as neither shareholder is the controlling party [4][6]. - Changsha Zhengyuan, as the controlling shareholder, also plans to reduce its holdings by up to 7,552,126 shares, which will not affect the company's operational continuity [4][6]. Additional Shareholder Activity - Changsha Zhengyuan has already reduced its holdings by 6,766,800 shares, resulting in a decrease in its ownership from 21.83% to 20.71% of the total share capital, with total cash proceeds of approximately 166,430,953 yuan [5][6].

Core Viewpoint - Hunan Taijia New Materials Technology Co., Ltd. (Taijia Co., stock code 002843) announced a reduction in shares by its controlling shareholder, Changsha Zhengyuan Enterprise Management Co., Ltd., which has implications for the company's stock performance and investor sentiment [1][2]. Group 1: Shareholding Changes - As of August 18 to September 5, 2025, Changsha Zhengyuan reduced its holdings by 1,387,000 shares through block trading, accounting for 0.55% of the total share capital [2]. - From August 18 to August 22, 2025, an additional 1,445,200 shares were sold via centralized bidding, representing 0.57% of the total share capital, leading to a total reduction of 2,832,200 shares or 1.12% [2]. - Following these transactions, Changsha Zhengyuan's shareholding decreased from 54,962,750 shares to 52,130,550 shares, reducing its ownership percentage from 21.83% to 20.71% [2]. Group 2: Compliance and Financial Health - The share reduction plan was pre-disclosed in accordance with regulations, and the recent transactions align with the previously announced reduction plan, indicating no violations of commitments [2]. - The company has not experienced a decline in share price below par value, and its cumulative cash dividends over the past three years have not fallen below 30% of the average annual net profit [2]. - The share reduction will not lead to a change in control of the company and is not expected to impact its ongoing operations [2].

证券代码：002843 证券简称：泰嘉股份 公告编号：2025-069 湖南泰嘉新材料科技股份有限公司 关于控股股东减持股份触及1%整数倍的公告 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。 湖南泰嘉新材料科技股份有限公司（以下简称"公司"、"本公司"）于 2025 年7月4日披露了《关于控股股东减持股份的预披露公告》（公告编号：2025-041）， 持有本公司股份 58,897,350 股（占本公司总股本比例 23.40%）的股东长沙正元 企业管理有限公司（以下简称"长沙正元"）计划自上述减持股份预披露公告发 布之日起 15 个交易日后的 3 个月内，以集中竞价方式和大宗交易方式共计减持 公司股份不超过 7,552,126 股，减持比例不超过公司总股本 3.00%。其中，以集 中竞价交易方式减持不超过 2,517,375 股，减持比例不超过公司总股本的 1.00%； 以大宗交易方式减持不超过 5,034,751 股，减持比例不超过公司总股本的 2.00%。 即公司实际控制人方鸿先生计划自上述减持股份预披露公告发布之日起 15 个交 易日后的3个月内减持其通过长沙正元间接持有的公司股份不 ...

湖南泰嘉新材料科技股份有限公司（以下简称"公司"、"本公司"）于 2025 年 6 月 11 日披露了《关于持股 5%以上股东、董事、高级管理人员减持股份 的预披露公告》（公告编号：2025-039），其中，持有本公司股份 48,000,000 股（占本公司总股本比例 19.07%）的股东中联重科股份有限公司（以下简称"中 联重科"）计划自上述减持股份预披露公告发布之日起 15 个交易日后的 3 个月 内以集中竞价交易方式减持本公司股份不超过 2,517,375 股（占本公司总股本比 例 1%），以大宗交易方式减持本公司股份不超过 5,034,751 股（占本公司总股 本比例 2%），合计拟减持本公司股份不超过 7,552,126 股（占本公司总股本比 例 3%）。 公司于 2025 年 7 月 11 日披露了《关于持股 5%以上股东减持股份触及 1%整 数倍的公告》（公告编号：2025-042），股东中联重科于 2025 年 7 月 3 日至 2025 年 7 月 9 日，通过集中竞价交易方式累计减持本公司股份 468,400 股。本次权益 变动后，中联重科持有本公司的股份由 48,000,000 股减少至 ...

第5笔成交价格为19.90元，成交10.10万股，成交金额200.99万元，溢价率为-13.40%，买方营业部为机 构专用，卖方营业部为中信证券股份有限公司湖南分公司。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月5日，泰嘉股份收涨3.93%，收盘价为22.98元，发生14笔大宗交易，合计成交量179.28万股，成交金 额3567.57万元。 第1笔成交价格为19.90元，成交14.00万股，成交金额278.60万元，溢价率为-13.40%，买方营业部为招 商证券股份有限公司西安北大街证券营业部，卖方营业部为国泰海通证券股份有限公司长沙芙蓉中路证 券营业部。 第2笔成交价格为19.90元，成交15.54万股，成交金额309.17万元，溢价率为-13.40%，买方营业部为中 国中金财富证券有限公司深圳分公司，卖方营业部为中国国际金融股份有限公司深圳分公司。 第3笔成交价格为19.90元，成交11.90万股，成交金额236.81万元，溢价率为-13.40%，买方营业部为机 构专用，卖方营业部为中国国际金融股份有限公司深圳分公司。 第4笔成交价格为19.90元，成交15.10万股， ...

Core Viewpoint - On September 5, 2025, Taijia Co., Ltd. executed a block trade of 1.7928 million shares, amounting to 35.6757 million yuan, which represented 14.22% of the total trading volume for that day. The transaction price was 19.90 yuan, reflecting a discount of 13.4% compared to the market closing price of 22.98 yuan [1]. Summary by Category Trading Details - The block trade involved a total of 1.7928 million shares at a price of 19.90 yuan per share [1]. - The total transaction value was 35.6757 million yuan [1]. - The transaction price was 13.4% lower than the market closing price of 22.98 yuan on the same day [1]. Transaction Breakdown - The trading volume included various transactions with different brokerage firms, such as: - 14.00 million shares at 19.90 yuan, totaling 278.60 thousand yuan, executed by China Merchants Securities [2]. - 15.54 million shares at 19.90 yuan, totaling 309.17 thousand yuan, executed by China International Capital Corporation [2]. - Multiple transactions by institutional investors, with volumes ranging from 10.10 million to 20.20 million shares, all at the same price of 19.90 yuan [2].

Group 1 - The core viewpoint of the news is that Tai Jia Co., Ltd. experienced a decline in stock price, with a drop of 5.04% to 23.16 CNY per share, and a total market capitalization of 5.83 billion CNY [1] - The company, established on October 23, 2003, and listed on January 20, 2017, specializes in the research, production, and sales of bimetal band saw blades and related products [1] - The main revenue composition of the company includes: bimetal band saw blades (44.58%), consumer electronics power supplies (43.69%), high-power power supplies (8.71%), other saw cutting products (1.45%), other power supplies (1.22%), and bimetal composite steel strips (0.36%) [1] Group 2 - From the perspective of the top ten circulating shareholders, E Fund's supply-side reform mixed fund (002910) entered the top ten shareholders, holding 2.49 million shares, accounting for 0.99% of circulating shares [2] - The estimated floating loss for E Fund's supply-side reform mixed fund today is approximately 3.06 million CNY [2] - The fund was established on January 25, 2017, with a latest scale of 4.06 billion CNY, and has achieved a year-to-date return of 21.3% [2]

Company Overview - Hunan Taijia New Material Technology Co., Ltd. is located in Changsha, Hunan Province, established on October 23, 2003, and listed on January 20, 2017. The company specializes in the research, production, and sales of bimetal band saw blades and related products [1]. Business Composition - The main business revenue composition is as follows: - Bimetal band saw blades: 44.58% - Consumer electronics power supplies: 43.69% - High-power power supplies: 8.71% - Other cutting products: 1.45% - Other power supplies: 1.22% - Bimetal composite steel strips: 0.36% [1]. Stock Performance - On August 29, Taijia shares fell by 5.07%, trading at 24.53 CNY per share, with a transaction volume of 311 million CNY and a turnover rate of 4.98%. The total market capitalization is 6.175 billion CNY [1]. Major Shareholders - Among the top ten circulating shareholders, one fund from E Fund Management, E Fund Supply-side Reform Mixed Fund (002910), entered the list in the second quarter, holding 2.4912 million shares, accounting for 0.99% of circulating shares. The estimated floating loss today is approximately 3.2635 million CNY [2]. Fund Performance - E Fund Supply-side Reform Mixed Fund (002910) was established on January 25, 2017, with a latest scale of 4.056 billion CNY. Year-to-date return is 20.27%, ranking 3759 out of 8189 in its category; the one-year return is 47.31%, ranking 2788 out of 7969; and since inception, the return is 199.44% [2]. Fund Management - The fund manager of E Fund Supply-side Reform Mixed Fund is Yang Zongchang, who has been in the position for 6 years and 131 days. The total asset scale of the fund is 4.097 billion CNY, with the best fund return during his tenure being 229.02% and the worst being -17% [3].

Summary of Key Points Core Viewpoint - On August 28, 2025, Taijia Co., Ltd. executed a block trade of 902,000 shares, amounting to a total transaction value of 20.23 million yuan, which represented 3.44% of the total trading volume for that day. The transaction price was 22.43 yuan, reflecting a discount of 13.2% compared to the market closing price of 25.84 yuan [1]. Group 1: Transaction Details - The block trade involved multiple transactions at a price of 22.43 yuan per share [2]. - The total volume of shares traded in the block transaction was 902,000 shares [1]. - The total transaction value for the block trade was 20.23 million yuan [1]. Group 2: Market Impact - The transaction price of 22.43 yuan was significantly lower than the market closing price, indicating a potential opportunity for investors [1]. - The discount of 13.2% compared to the market closing price may attract institutional investors looking for undervalued opportunities [1].