10月22日，通裕重工涨5.26%，截至发稿，报3.20元/股，成交5.32亿元，换手率4.60%，总市值124.70亿 元。 资料显示，通裕重工股份有限公司位于山东省德州(禹城)国家高新技术产业开发区，成立日期2002年5 月25日，上市日期2011年3月8日，公司主营业务涉及从事大型自由锻件产品的研发、生产和销售,形成 了集大型锻件坯料制备、铸锻造、热处理、大型成套设备设计制造于一体的完整产业链。主营业务收入 构成为：其他锻件23.60%，铸件17.46%，风电装备模块化业务17.16%，风电主轴(含锻造、铸造主 轴)13.43%，能源收入9.35%，粉末冶金产品7.16%，结构件及成套设备(含冶金设备、核电业务)5.83%， 锻材5.43%，其他0.56%，贸易收入0.01%。 从基金十大重仓股角度 数据显示，财通基金旗下1只基金重仓通裕重工。财通先进制造智选混合发起A（019612）二季度持有 股数18.88万股，占基金净值比例为2.52%，位居第九大重仓股。根据测算，今日浮盈赚取约3.02万元。 财通先进制造智选混合发起A（019612）基金经理为朱海东、顾弘原。 截至发稿，朱海东累计任职时间6年1 ...

Core Insights - The wind power equipment sector experienced a 1.99% increase on October 21, with Jixin Technology leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Stock Performance - Jixin Technology (601218) closed at 5.76, up 4.16%, with a trading volume of 1.2579 million shares and a transaction value of 724 million yuan [1] - Haili Wind Power (301155) closed at 90.30, up 4.08%, with a trading volume of 41,900 shares and a transaction value of 375 million yuan [1] - Tianneng Heavy Industry (300569) closed at 6.48, up 3.85%, with a trading volume of 486,900 shares and a transaction value of 314 million yuan [1] - Other notable performers include Tongyu Heavy Industry (300185) at 3.04 (+3.40%), and Daqian Vehicle Engineering (002487) at 46.80 (+3.31%) [1] Capital Flow - The wind power equipment sector saw a net inflow of 31.51 million yuan from institutional investors, while retail investors experienced a net outflow of 130 million yuan [2] - The sector's overall capital flow indicates a strong interest from institutional and speculative investors, with retail investors pulling back [2] Individual Stock Capital Flow - Goldwind Technology (002202) had a net inflow of 12.4 million yuan from institutional investors, while retail investors saw a net outflow of 96.9 million yuan [3] - New Strong Union (300850) reported a net inflow of 87.8 million yuan from institutional investors, with a net outflow of 14.1 million yuan from retail investors [3] - Haili Wind Power (301155) experienced a net inflow of 28.7 million yuan from institutional investors, but retail investors had a net outflow of 17.1 million yuan [3]

齐鲁晚报·齐鲁壹点 通讯员 李金龙 从评审会上严谨细致的论证，到运输途中全程无隙的护航；从跨部门间高效有序的协同配合，到企业端 专业精准的操作执行，此次运输任务的成功完成，正是部门高效联动、企业专业施为的生动写照与有力 实践。展望未来，滨州交通将进一步筑牢重大装备运输保障的坚实根基，携手各方，为高端装备制造业 的蓬勃发展提供更为稳固、强劲的交通支撑。 本次运输的压力机横梁，是中国一重集团有限公司为山东通裕重工股份有限公司量身打造的75000吨压 力机核心部件，其成功交付对填补国内重型压力机生产制造领域空白、提升我国重型装备生产制造能力 具有关键意义。本次大件运输项目车货总长达113.1米，车货总重842吨，运输路线途经滨州、德州两市 多县区，涉及普通国省道桥梁通行、复杂路况应对等多重挑战，对运输方案的科学性与执行能力的专业 性提出极高要求。 作为超限运输审批的牵头单位，滨州市交通运输局自接到青岛六和迅捷物流有限公司的超限运输许可申 请后，便将此项工作列为重点任务。为筑牢运输安全防线，我局主动向省公安厅交通管理局、省交通运 输厅公路处汇报，邀请专家以线上线下（300959）相结合的方式召开专项评审会，对运输方案 ...

Core Insights - The superhard materials industry is transitioning from a niche market to a strategic necessity, driven by demand in photovoltaic, semiconductor, and high-end manufacturing sectors [1][3] - The article analyzes the profitability of 27 companies in the superhard materials sector, focusing on 10 core companies based on their comprehensive profitability [1][4] Industry Dynamics - Superhard materials, including synthetic diamonds and cubic boron nitride (CBN), are essential for supporting key industries such as photovoltaics, semiconductors, and advanced manufacturing [3] - Three main demand drivers are identified: - Photovoltaics: Increased demand for diamond wire saws due to larger silicon wafer sizes and thinner wafers [3] - Semiconductors: Diamond substrates are seen as critical materials for the post-silicon era, with potential market sizes reaching hundreds of billions [3] - High-end manufacturing: Demand for precision tools and wear-resistant components is growing, with superhard materials offering significantly longer lifespans compared to traditional tools [3] Company Analysis - **Zhongtung High-tech (000657.SZ)**: Leading in hard alloy tools with a stable ROE of 12.53% and a gross margin of 22.07%, benefiting from a comprehensive industry chain and high technical barriers [4][5] - **Guojijiang Precision (002046.SZ)**: Dual-driven by superhard materials and equipment, with a gross margin of 35.27% and a rising ROE of 8.31% [5][6] - **Xinxin Co., Ltd. (688257.SH)**: Global presence with over 40% of revenue from overseas, showing a gross margin of 31.81% and a ROE of 8.40% [6][7] - **World (688028.SH)**: High-end tool manufacturer with a gross margin of 46.10% and a strong market position in diamond tools [7][8] - **Meichang Co., Ltd. (300861.SZ)**: Dominates the diamond wire market with over 60% market share, benefiting from the photovoltaic sector's growth [8][9] - **Zhongbing Hongjian (000519.SZ)**: Military and superhard materials dual business model, with significant potential for growth as demand increases [9][10] - **Oke Yi (688308.SH)**: Focused on CNC tools with a gross margin of 22.66%, benefiting from strong customer relationships [10] - **Tongyu Heavy Industry (300185.SZ)**: Wind power components and hard alloy business, with a gross margin of 12.73% [10] - **Fuliwang (688678.SH)**: Cross-industry growth with a focus on precision components and diamond wire, showing a gross margin of 24.41% [10] - **Yujing Co., Ltd. (002943.SZ)**: Potential in diamond wire products, with a focus on synergy between equipment and materials [10]

Core Viewpoint - Tongyu Heavy Industry (300185) announced the election of Ms. Diao Hanyu as the chairperson during the first temporary meeting of the seventh board of directors scheduled for October 14, 2025 [1] Company Summary - The company will hold a board meeting on October 14, 2025, to elect a new chairperson [1] - Ms. Diao Hanyu has been nominated for the position of chairperson [1]

Group 1 - The company Tongyu Heavy Industry (SZ 300185) held its first temporary board meeting on October 14, 2025, to discuss the appointment of the board secretary and other documents [1] - For the year 2024, the revenue composition of Tongyu Heavy Industry is as follows: General equipment manufacturing accounts for 90.73%, while other businesses account for 9.27% [1] - As of the report date, the market capitalization of Tongyu Heavy Industry is 12.2 billion yuan [1]

债券代码：123149 债券简称：通裕转债 证券代码：300185 证券简称：通裕重工 公告编号：2025-094 通裕重工股份有限公司 关于董事会完成换届选举及聘任高级管理人员、 证券事务代表和内部审计机构负责人的公告 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。 通裕重工股份有限公司（以下简称"公司"）于2025年10月13日召开了2025 年第四次临时股东大会，选举产生了5名非独立董事和3名独立董事，同日，公司 召开职工代表大会选举产生了1名职工代表董事，与股东大会选举产生的非职工 代表董事共同组成公司第七届董事会。 2025年10月14日，公司召开第七届董事会第一次临时会议，选举产生了公司 董事长、副董事长、董事会各专门委员会委员及聘任了公司高级管理人员、证券 事务代表、内部审计机构负责人等相关人员，本次董事会的换届选举已经完成， 现将相关情况公告如下： 一、公司第七届董事会组成情况 公司第七届董事会由9名董事组成，其中非独立董事6名（含1名职工代表董 事），独立董事3名，具体成员如下： 非独立董事：刁菡玉女士（董事长）、刘伟先生（副董事长）、王龙 ...

债券代码：123149 债券简称：通裕转债 证券代码：300185 证券简称：通裕重工 公告编号：2025-093 同意选举刁菡玉女士为公司第七届董事会董事长，同时担任公司法定代表人， 任期自董事会审议通过之日起至本届董事会届满。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 二、审议通过了《关于选举公司副董事长的议案》 同意选举刘伟先生为公司第七届董事会副董事长，任期自董事会审议通过之 日起至本届董事会届满。 表决结果：同意9票，反对0票，弃权0票。 三、审议通过了《关于选举董事会各专门委员会委员的议案》 通裕重工股份有限公司 第七届董事会第一次临时会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 通裕重工股份有限公司（以下简称"公司"）第七届董事会第一次临时会议 通知于2025年10月13日以电子邮件方式发出，会议于2025年10月14日上午10时以 现场方式召开，应出席会议董事九名，实际出席会议董事九名，公司高级管理人 员列席本次会议。鉴于全体董事已全部同意豁免本次临时董事会需提前3天通知， 本次会议召开符合《公司法》《公司章程》的 ...

Group 1 - The company announced the convening of a workers' representative meeting on October 13, 2025, at 15:30 in the company conference room [2] - During the meeting, all attending worker representatives voted to elect Ms. Zhu Jiangli as the employee representative director of the company's seventh board of directors [2]

致：通裕重工股份有限公司（贵公司） 北京国枫律师事务所（以下简称"本所"）接受贵公司的委托，指派律师出席并见 证贵公司 2025 年第四次临时股东大会（以下简称"本次会议"）。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》（以下简称 "《股东会规则》"）、《律师事务所从事证券法律业务管理办法》（以下简称"《证券法律 业务管理办法》"）、《律师事务所证券法律业务执业规则（试行）》（以下简称"《证券法 律业务执业规则》"）等相关法律、行政法规、规章、规范性文件及《通裕重工股份有限 公司章程》（以下简称"《公司章程》"）的规定，就本次会议的召集与召开程序、召集 人资格、出席会议人员资格、会议表决程序及表决结果等事宜，出具本法律意见书。 对本法律意见书的出具，本所律师特作如下声明： 北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话：010-88004488/66090088 传真：010-66090016 邮编：100005 北京国枫律师事务所 关于通裕重工股份有限公司 2025 年第四次临时股东大会的 法 ...