Core Viewpoint - Jiangsu Zhongshe Group Co., Ltd. (中设股份) has experienced a significant decline in revenue and profit in the latest quarterly report, indicating potential challenges ahead for the company [1]. Financial Performance - As of the first quarter of 2025, the company's total operating revenue was 37.1558 million yuan, a year-on-year decrease of 73.79% [1]. - The net profit attributable to shareholders was 543,800 yuan, down 94.54% year-on-year [1]. - The non-recurring net profit was 240,400 yuan, reflecting a 97.46% year-on-year decrease [1]. - The current ratio and quick ratio both stood at 3.937, while the debt-to-asset ratio was 21.80% [1]. Stock Performance - As of July 29, 2025, the stock price closed at 13.75 yuan, with an increase of 1.1% [1]. - The turnover rate was 37.88%, with a trading volume of 497,900 hands and a transaction amount of 675 million yuan [1]. - There was a net outflow of main funds amounting to 42.9669 million yuan, accounting for 6.37% of the transaction amount [1]. Company Background - Jiangsu Zhongshe Group Co., Ltd. was established in 1987 and is located in Wuxi City, primarily engaged in professional technical services [2]. - The company has a registered capital of 1.56157166 billion yuan and a paid-in capital of 400 million yuan [1]. - The legal representative of the company is Gu Xiaojun [1]. Investment and Intellectual Property - The company has made investments in 20 enterprises and participated in 5,000 bidding projects [2]. - It holds 5 trademark registrations and 118 patents, along with 145 administrative licenses [2].

Core Viewpoint - The recent surge in the A-share market has led to a significant increase in share reduction plans by listed companies, indicating a potential "reduction tide" as shareholders seek to cash out during market highs [1][10]. Group 1: Market Trends - Since July, the Shanghai Composite Index has reached new highs, surpassing 3600 points, prompting nearly 400 A-share companies to announce around 700 share reduction plans [1][3]. - The month of July has seen a notable increase in stock prices, with the Shanghai Composite Index reporting a rise of 0.12% to close at 3597.94 points on July 28 [3]. Group 2: Share Reduction Details - A total of 382 companies have disclosed share reduction plans in July, with significant reductions from companies like Tianli Lithium Energy, Dali Kape, and Delmar, where reductions exceeded 4% [3][4]. - Notably, Tianli Lithium Energy's major shareholder plans to reduce 540,000 shares, representing 4.55% of the total share capital, with an estimated cash-out of approximately 161 million yuan [4]. Group 3: Shareholder Behavior - Several companies have experienced coordinated share reductions by multiple shareholders, such as Guoyuan Technology, where 14 individuals plan to reduce a total of 264,300 shares, accounting for about 1.99% of the total share capital [5][6]. - Shareholders of stocks that have recently seen price increases, such as Zhongshe Co. and Meibang Co., have also engaged in significant cashing out during this period [8][9]. Group 4: Regulatory Environment - The regulatory environment has tightened around share reductions, with measures in place to prevent "roundabout reductions" and other covert operations, aiming to balance the freedom of reductions with market stability [11][12]. - The implementation of new reduction regulations has reportedly led to a decrease in reduction amounts and a reduction in the number of violations, indicating a shift towards a more stable market environment [12].

证券代码：002883 证券简称：中设股份 公告编号：2025-032 江苏中设集团股份有限公司 2025 年第一次临时股东大会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导 性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及 连带责任。 重要内容提示： 1、为尊重中小投资者利益，提高中小投资者对公司股东大会决议重大事项 的参与度，本次股东大会审议的议案对中小投资者单独计票。中小投资者是指 除上市公司董事、监事、高级管理人员以及单独或者合计持有公司 5%以上股份 的股东以外的其他股东； 2、本次股东大会无否决或修改提案的情况； 3、本次股东大会未涉及变更前次股东大会决议的情况。 一、会议召开和出席情况 (一)召开情况 1、会议召开时间： 现场会议召开时间：2025 年 7 月 28 日下午 2：30 开始 网络投票时间：2025 年 7 月 28 日 其中，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 7 月 28 日上午 9:15-9:25，9:30-11:30，下午 1:00-3:00；通过深圳证券交易所 互联网投票系统进行网络投票的具体时间为 ...

国浩律师（上海）事务所 股东会法律意见书 国浩律师（上海）事务所 关于 江苏中设集团股份有限公司 2025 年第一次临时股东大会的 法律意见书 中国 上海 山西北路 99 号苏河湾中心 MT 28 层 邮编：200085 电话: (8621) 5234-1668 传真: (8621) 5243-1670 网址：http://www.grandall.com.cn 国浩律师（上海）事务所 股东大会法律意见书 国浩律师（上海）事务所 关于江苏中设集团股份有限公司 2025 年第一次临时股东大会的法律意见书 致：江苏中设集团股份有限公司 江苏中设集团股份有限公司（以下简称"公司"）2025 年第一次临时股东 大会现场会议于 2025 年 7 月 28 日（星期一）在江苏省无锡市滨湖区兴阳路 1 号会议室召开。国浩律师（上海）事务所（以下简称"本所"）接受公司的委托， 指派林琳律师、陈杰律师（以下简称"本所律师"）出席会议并见证。现依据《中 华人民共和国公司法》《中华人民共和国证券法》和《江苏中设集团股份有限公 司章程》（以下简称"《公司章程》"）出具本法律意见书。 本所律师按照有关法律、法规及规范性文件的规定对本次 ...

江苏中设集团股份有限公司 第四届董事会第九次会议决议公告 本公司董事会及全体董事保证本公告内容不存在虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 股票代码：002883 股票简称：中设股份 公告号：2025-033 一、董事会会议召开情况 江苏中设集团股份有限公司（以下简称"公司"）第四届董事会第九次会议于 2025 年 7 月 28 日在公司会议室召开，会议由董事胡志伟召集并主持。本次会议通 知于 2025 年 7 月 18 日以书面和邮件方式送达各位董事。本次会议应出席董事 7 名， 实际出席 7 名。会议采用现场及通讯方式进行表决。公司高级管理人员列席本次会 议。会议的召开和表决符合《中华人民共和国公司法》及《江苏中设集团股份有限 公司章程》的规定。 二、董事会会议审议情况 （一）审议通过《关于选举公司第四届董事会董事长的议案》 因公司董事会成员发生变动，根据《公司法》、《公司章程》以及公司董事会 各专门委员会实施细则等有关规定，同意调整部分董事会专门委员会人员组成，调 整后的专门委员会人员组成如下： 战略委员会：朱冬青（主任委员）、李兴华、陆卫东； 鉴于顾 ...

江苏中设集团股份有限公司 关于董事辞职暨选举董事长、职工董事的公告 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、误导性陈述或者重大遗漏。 一、董事辞职的情况 股票代码：002883 股票简称：中设股份 公告编号：2025-034 股票代码：002883 股票简称：中设股份 公告编号：2025-034 江苏中设集团股份有限公司（以下简称"公司"）董事会于近日收到董事 张兆婷女士的书面辞职报告。张兆婷女士因工作调整，申请辞去公司第四届董 事会董事的职务。张兆婷女士原定任期至第四届董事会任期届满（即 2027 年 7 月 14 日），现辞任后不在公司及子公司担任任何职务。 根据《公司法》《深圳证券交易所上市公司自律监管指引第 1 号——主板上 市公司规范运作》和《公司章程》等相关规定，张兆婷女士辞任不会使公司董 事会人数低于法定最低人数，不会影响公司董事会的正常运作，不会对公司日 常经营管理产生重大影响。张兆婷女士辞任自辞职报告送达董事会之日起生效， 并已按照公司相关规定完成了交接工作。截至本次公告披露之日，张兆婷女士 未持有公司股份，也不存在按照相关监管规定应履行而未履行的任何承诺。 张兆 ...

Core Points - Zhongshe Co., Ltd. experienced a limit down on the trading day, with a turnover rate of 28.24% and a transaction amount of 575 million yuan, showing a volatility of 7.21% [2] - The stock was listed on the Shenzhen Stock Exchange's watch list due to a daily decline deviation of -9.90%, with a net selling amount of 64.99 million yuan from brokerage seats [3] - The top five brokerage seats accounted for a total transaction amount of 148 million yuan, with buying transactions amounting to 41.74 million yuan and selling transactions amounting to 107 million yuan, resulting in a net selling of 64.99 million yuan [3] Trading Activity - The largest buying brokerage was Dongfang Caifu Securities, with a purchase amount of 7.31 million yuan, while the largest selling brokerage was Guojin Securities, with a selling amount of 21.26 million yuan [3] - In the past six months, the stock has appeared on the watch list five times, with an average price increase of 1.92% the day after being listed and an average decline of 1.67% in the following five days [4] - On the trading day, the stock saw a net outflow of 157 million yuan in main funds, with a significant outflow of 139 million yuan from large orders [4] Fund Flow - Over the past five days, the main funds have seen a net outflow of 37.14 million yuan [4] - Detailed trading data shows various buying and selling amounts from different brokerage firms, indicating a mixed sentiment among investors [4]

Group 1 - The hydroelectric concept stocks experienced a significant decline in the afternoon trading session [1] - Huaxin Cement (600801), Subote (603916), and Zhongshe Co. (002883) hit the daily limit down [1] - Shen Shui Guiyuan (301038) and Tie Jian Heavy Industry fell over 14% [1]

雅下水电概念股持续下挫调整，中设股份（002883）触及跌停，铁建重工、深水规院（301038）跌超 10%，华新水泥（600801）跌超8%，壶化股份（003002）、中国能建（601868）跌幅居前。 ...

Market Overview - The A-share market saw all three major indices reach new highs for the year, with the Shanghai Composite Index rising by 0.65% to surpass 3600 points, the Shenzhen Component Index increasing by 1.21%, and the ChiNext Index climbing by 1.5% [1] - The total market turnover was approximately 1.87 trillion yuan, a decrease of 24.5 billion yuan compared to the previous trading day, with over 4300 stocks rising [1] Sector Performance - The Hainan sector led the gains, with concepts related to the Hainan Free Trade Zone, horse racing, and duty-free shops showing significant increases [3] - The energy metals, minor metals, and new metal materials sectors ranked among the top three in terms of growth, with stocks like Shengxin Lithium Energy, Tibet Mining, and Zhongtung High-tech hitting the daily limit [3][13] Commodity Futures - Most domestic commodity futures closed higher, with coking coal futures hitting the daily limit, lithium carbonate rising over 7%, glass increasing over 6%, polysilicon up more than 5%, and soda ash rising over 4% [4] Company Highlights - Zhongshe Co., Ltd. (002883) experienced a rapid increase, hitting the daily limit within 9 minutes at the end of trading, marking its fourth consecutive day of limit-up [5][8] - Industrial Fulian saw its stock price rise by over 8% during the day, reaching a historical high, and closing up 7.04% with a total market capitalization of 565 billion yuan [6] Industry Insights - Zhongshe Co., Ltd. focuses on providing comprehensive engineering design consulting and general contracting services across four major business areas: transportation, municipal, construction, and environment [10] - According to Guosen Securities, the infrastructure sector is expected to see new development opportunities driven by policy support and market demand, particularly in major projects that optimize energy structure and enhance regional coordinated development [11] Film and Entertainment Sector - The film and cinema sector showed strong performance, with stocks like Happiness Blue Sea hitting the daily limit, and China Film and Golden Screen Films also seeing significant gains [18] - Recent initiatives, such as the issuance of movie vouchers in multiple regions, are expected to boost cinema attendance and revenue, with Beijing planning to invest 10 million yuan in subsidies for moviegoers [20] - The total box office for the summer season has already surpassed 4.4 billion yuan, with major films leading the box office [21] - Analysts predict a significant year-on-year improvement in box office performance due to a recovery in supply and an increase in the number of films released [22]