近日，公司收到申万宏源发来的通知，鉴于原财务顾问主办人王晓丹先生工 作变动，不再担任本次权益变动的财务顾问主办人，申万宏源现委派白依凡女士 接替王晓丹先生担任本次权益变动的财务顾问主办人，继续履行财务顾问主办人 职责。 | 证券代码：300185 | 证券简称：通裕重工 | 公告编号：2026-007 | | --- | --- | --- | | | 债券简称：通裕转债 | | | 债券代码：123149 | | | 通裕重工股份有限公司 关于变更财务顾问主办人的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 申万宏源证券承销保荐有限责任公司（以下简称"申万宏源"）为山东国惠 资本有限公司（以下简称"国惠资本"）收购通裕重工股份有限公司（以下简称 "公司"）控制权之财务顾问，并委派王晓丹先生、陈非先生担任本次权益变动 的财务顾问主办人。 2026 年 2 月 28 日 附件：白依凡女士简历 白依凡女士：硕士研究生学历。2017 年起从事投资银行工作。参与了海博思创 IPO 项目、香梨股份定向增发项目、红塔证券配股项目、西部证券定向增发项目、 舜富精密 ...

1 人民币融资额度并就公司为子公司的融资提供担保事项进行授权的议案》，授权 公司董事长或财务总监决定公司为子公司在金融机构的融资业务提供新增担保 的总额度为33亿元（额度循环使用），任一时点的担保余额不得超过股东大会审 议通过的担保额度，并授权公司董事长或财务总监签署相关各项法律文件，授权 期限为股东大会审议批准之日起12个月内有效。本次公司为济南冶科所在北京银 行济南分行、为宝利铸造在邮储银行禹城支行、为新园热电在青岛银行禹城支行、 为青岛宝鉴在农业银行即墨分行办理融资提供的担保均属于上述担保额度范围。 二、担保的进展情况 | 证券代码：300185 | 证券简称：通裕重工 | 公告编号：2026-006 | | --- | --- | --- | | 债券代码：123149 | 债券简称：通裕转债 | | 通裕重工股份有限公司 关于公司为子公司济南冶科所、宝利铸造、新园热电、 青岛宝鉴提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 一、担保情况概述 通裕重工股份有限公司（以下简称"公司"）于近日收到了以下担保合同： （1）公司与北京银 ...

证券日报网讯 2月24日，通裕重工在互动平台回答投资者提问时表示，公司的产品涵盖能源电力（含风 电、水电、火电、核电）、石化、船舶、海工装备、冶金、航空航天、矿山、水泥等领域。 （文章来源：证券日报） ...

证券日报网讯2月24日，通裕重工（300185）在互动平台回答投资者提问时表示，目前公司固态储氢项 目尚未有新的进展。 ...

（编辑 任世碧） 证券日报网讯 2月24日，通裕重工在互动平台回答投资者提问时表示，公司全资子公司济南冶科所主要 从事硬质合金及相关产品的研制、生产和销售，生产包括金刚石压机用顶锤、棒材、盾构刀具、数控金 属切削工具等。 ...

经济观察网通裕重工（300185）发布2025年业绩预告，净利润预计同比增长超五成，同时近期融资数据 波动显示资金情绪分化，公司所属风电设备板块亦受市场轮动影响。 业绩经营情况 通裕重工于2026年1月23日发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为6,250万 元至7,250万元，同比增长51.05%至75.22%；扣非净利润预计同比增长151.70%至195.85%。业绩增长主 要受铸件业务收入及毛利率提升、原材料成本下降及降本增效推动。后续需关注正式年度报告的披露时 间，以验证业绩兑现情况。 公司状况 此外，公司股东户数截至2025年9月30日为13.41万户，较上期增加7.98%，机构持仓略有调整，但无近 期重大事件公告如减持或新订单披露。 以上内容基于公开资料整理，不构成投资建议。 近期融资交易显示资金面短期变化：2026年2月3日，通裕重工股价上涨3.09%，但融资净流出369.48万 元，融资融券余额合计3.63亿元，处于近一年较高分位水平。2026年1月30日，股价下跌2.61%，融资净 买入170.08万元，反映资金情绪分化。这些数据可能放大股价波动性，需持续跟踪资金动 ...

| 证券代码：300185 | 证券简称：通裕重工 | 公告编号：2026-005 | | --- | --- | --- | | 债券代码：123149 | 债券简称：通裕转债 | | 通裕重工股份有限公司 关于持股 5%以上股东部分股份质押及解除质押的公告 公司持股 5%以上股东司兴奎先生保证向公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或者重大遗漏。 公司及董事会全体成员保证公告内容与信息披露人提供的信息一致。 通裕重工股份有限公司（以下简称"公司"）近日接到公司持股5%以上股东 司兴奎先生通知，获悉其将所持有的本公司部分股份办理了质押融资业务，并解 除了部分股份质押，具体事项如下： 一、股东股份质押基本情况 截至本公告披露日，司兴奎先生所持质押股份情况如下： | 单位：股 | | --- | | | | | 本次质 | 本次质 | 占其所 | 占公司 | 已质押股份情况 已质押股 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 名称 | 持股数量 | 持股 ...

Group 1 - Company Tongyu Heavy Industry announced that as of the date of the announcement, its shareholder Xiang Kui has pledged a total of 90.31 million shares, accounting for 37.39% of his total holdings [1] Group 2 - The Chinese video large model, referred to as "the strongest on the surface," can generate a 15-second video from dozens of prompts and is commercially deliverable, leading to a surge in film and television stocks [1]

Core Viewpoint - Tongyu Heavy Industry experienced a stock price increase of 3.09% on February 3, with a trading volume of 297 million yuan, indicating positive market sentiment towards the company [1]. Financing Summary - On February 3, Tongyu Heavy Industry had a financing buy-in amount of 19.52 million yuan and a financing repayment of 23.22 million yuan, resulting in a net financing outflow of 3.69 million yuan [1]. - As of February 3, the total financing and securities lending balance for Tongyu Heavy Industry was 363 million yuan, with the financing balance at 361 million yuan, representing 3.09% of the circulating market value, which is above the 70th percentile level over the past year [1]. - The company repaid 900 shares of securities lending and sold 19,000 shares on February 3, with a selling amount of 57,000 yuan, while the securities lending balance was 207.78 million yuan, also exceeding the 70th percentile level over the past year [1]. Company Overview - Tongyu Heavy Industry, established on May 25, 2002, and listed on March 8, 2011, is located in the National High-tech Industrial Development Zone of Dezhou, Shandong Province. The company specializes in the research, production, and sales of large forged products, forming a complete industrial chain [2]. - The main business revenue composition includes: other forgings (23.60%), castings (17.46%), modular wind power equipment (17.16%), wind power main shafts (13.43%), energy revenue (9.35%), powder metallurgy products (7.16%), structural components and complete equipment (5.83%), forgings (5.43%), and others (0.56%) [2]. - As of September 30, the number of shareholders for Tongyu Heavy Industry was 134,100, an increase of 7.98% from the previous period, while the average circulating shares per person decreased by 5.85% to 27,647 shares [2]. Financial Performance - For the period from January to September 2025, Tongyu Heavy Industry achieved an operating income of 4.732 billion yuan, representing a year-on-year growth of 10.67%, and a net profit attributable to shareholders of 83.825 million yuan, reflecting a year-on-year increase of 53.29% [2]. Dividend Information - Since its A-share listing, Tongyu Heavy Industry has distributed a total of 1.423 billion yuan in dividends, with 257 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, among the top ten circulating shareholders of Tongyu Heavy Industry, Hong Kong Central Clearing Limited held 33.1934 million shares, a decrease of 4.8182 million shares from the previous period. Other notable shareholders include Southern CSI 1000 ETF, Huaxia CSI 1000 ETF, and GF CSI 1000 ETF, all of which also saw reductions in their holdings [3].

Core Viewpoint - The low-altitude economy sector is showing mixed results for 2025, with 22 companies expected to be profitable while another 22 are projected to incur losses, indicating a significant divergence in performance within the industry [3]. Performance Forecast Summary Profit Growth - 11 companies are expected to report profit increases, with notable projections including: - Xinzhi Group (002664.SZ) and Shangluo Electronics (300975.SZ) anticipating several-fold increases in net profit [4]. - Weihai Guangtai (002111.SZ), Tongyu Heavy Industry (300185.SZ), and Guangyang Co. (002708.SZ) expecting over 50% growth in net profit [4]. - Wan Feng Aowei (002085.SZ) and Zongshen Power (001696.SZ) also forecasted net profit growth [4]. Losses - 22 companies are projected to incur losses, with several notable cases: - Zhongtian Rocket (003009.SZ) and Andavil (300719.SZ) have shifted from profit to loss [7]. - Haige Communication (002465.SZ) is investing heavily in R&D, leading to increased costs and a projected loss [7]. - Companies like Aerospace Power (600343.SH) and Sihua Electronics (600990.SH) are also expected to continue reporting losses [8]. Industry Insights - The low-altitude economy's contribution to overall profits remains limited, with most revenue still coming from aircraft manufacturing and infrastructure construction [3]. - Companies like Wan Feng Aowei are leveraging their low-altitude business to drive profit growth, supported by strong orders in general aviation aircraft manufacturing and strategic acquisitions [5]. - The industry is witnessing a shift towards commercial applications of low-altitude technologies, with companies preparing for a significant commercialization phase in 2026 [9][10]. Strategic Developments - Companies are increasingly focusing on integrating low-altitude infrastructure and management platforms, as seen with Suzhou Keda's strategic investments in civil aviation infrastructure [11]. - The emphasis on R&D and market expansion in emerging fields like low-altitude economy is evident, with companies aiming to enhance their competitive edge through innovative solutions [7][11].