证券代码：300281 证券简称：金明精机 公告编号：2026-003 广东金明精机股份有限公司 关于公司取得四项国家专利证书的公告 本公司及董事会全体人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。 广东金明精机股份有限公司（以下简称"公司"）于近期取得四 项国家专利，并取得了国家知识产权局颁发的相关专利证书，具体情 况如下： | 专利名称 | 专利号 | 发明人 | 专利类型 | 专利期限 | 证书号 | 专利权人 | | --- | --- | --- | --- | --- | --- | --- | | 旋转牵引吹膜生产设备 | ZL 2022 1 | 陈昭楷； | | | | | | 和旋转牵引吹膜生产工 | 1132340.0 | 林德坡； | 发明 | 20 年 | 8539697 | 公司 | | 艺 | | 庄志嘉 | | | | | | | ZL 2025 1 | 杨煜新； | | | | | | 薄膜换卷切断机构 | 1293409.1 | 陈俊鸿； | 发明 | 20 年 | 8542843 | 公司 | | | | 何二君 | | | | | | | ...

Group 1 - Premier Li Qiang emphasized that China's competitive advantages come from deepening reforms and innovation, not subsidies or protectionism, and highlighted the importance of fair competition in the market economy [4] - Central Bank Governor Pan Gongsheng stated that the People's Bank of China will maintain a supportive monetary policy stance to create a favorable environment for stable economic growth and high-quality development [4] - The National Internet Emergency Center and the China Cybersecurity Association released security guidelines for the use of OpenClaw, providing recommendations for ordinary users and cloud service providers [5] Group 2 - The China Development Forum 2026 released multiple policy signals, indicating a focus on high-quality development and global economic stability [6] - The Chinese automotive industry achieved a significant milestone by surpassing Japan in global annual sales for the first time, with nearly 27 million vehicles sold [17] - The Ministry of Finance plans to increase public service spending and implement consumer-friendly policies to stimulate domestic demand, including a special fund of 100 billion yuan to promote consumption [9][10] Group 3 - The latest findings from the Ministry of Natural Resources revealed a significant increase in rare earth resources in Sichuan, with verified reserves totaling 9.67 million tons, marking an over 200% increase compared to previous estimates [18] - The launch of the "TERAFAB" chip manufacturing project by Tesla aims to achieve an annual production capacity of over 1 terawatt, with an estimated total investment of $20 billion [21] - Apple CEO Tim Cook announced continued support for innovation and education in China, pledging additional donations to a national vocational education pilot project [22]

证券代码：300281 证券简称：金明精机 公告编号：2026-002 广东金明精机股份有限公司 关于股东减持股份的预披露公告 公司股东马镇鑫先生、马佳圳先生、余素琴女士保证向本公司提供的信息 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。 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。 特别提示： 1、广东金明精机股份有限公司（以下简称"金明精机"或"公司"）持股 5%以上股东马镇鑫先生持有公司股份70,576,227股，占公司总股本比例16.85%； 马佳圳先生持有公司股份 18,446,131 股，占公司总股本比例 4.40%，在公司任 董事及总经理；余素琴女士持有公司股份 10,170,844 股，占公司总股本比例 2.43%。马镇鑫先生、马佳圳先生及余素琴女士是一致行动人关系，马镇鑫先生 及其一致行动人计划自公司披露本减持计划公告之日起十五个交易日后的三个 月内以集中竞价交易方式减持公司股份不超过 4,189,200 股，不超过公司总股 本的 1%；自公司披露本减持计划公告之日起十五个交易日后的三个月内以大宗 交易方式减持公司股份不超过 8,378,400 股，不 ...

Core Viewpoint - Jinming Precision Machinery (300281) has experienced a volatile stock price in the past week, indicating market uncertainty and potential investment risks [1]. Stock Performance - As of February 12, 2026, the stock price closed at 7.71 yuan, down 0.64% for the day, with a net outflow of 1.6857 million yuan from major funds [1]. - From February 6 to February 12, the stock price decreased by 3.38%, with a volatility of 6.77% [1]. - On February 13, 2026, the stock price rose to 7.74 yuan, reflecting a 0.39% increase from the previous day, with a daily volatility of 1.30% and a turnover rate of 0.55% [1]. Technical Analysis - The stock is currently near the lower band of the Bollinger Bands, with a 20-day resistance level at 8.67 yuan and a support level at 7.4 yuan [1]. - The MACD indicator shows a weak trend, suggesting potential challenges ahead [1]. Recent Developments - On February 10, 2026, the company stated on an interactive platform that its products have wide applications in civil, agricultural, industrial, new energy, medical, and aerospace fields [1]. - The company emphasized its commitment to advancing thin-film equipment technology towards intelligence and high-end development, showcasing its diversification potential [1]. - However, the response did not include specific performance metrics or major collaborations, indicating a limited immediate impact on the market [1].

Core Viewpoint - The company, Jinming Precision Machinery, is focused on the specialized equipment manufacturing industry, particularly in the field of intelligent manufacturing, and aims to advance its high-end intelligent plastic machine business [2] Group 1: Company Overview - Jinming Precision Machinery has been deeply engaged in the intelligent manufacturing sector for many years [2] - The company's products are applicable across various industries, including civilian, agriculture, industrial, new energy, medical, and aerospace [2] Group 2: Innovation and Market Strategy - The company is committed to continuous research and development innovation and technical breakthroughs [2] - Jinming Precision Machinery closely monitors national policies and industry trends to seize market opportunities [2] - The company aims to promote the advancement of film equipment technology towards intelligent and high-end directions [2]

Financial Performance - The company expects a net loss of between 3.5 million and 5.2 million yuan for the year 2025, compared to a profit of 7.114 million yuan in the same period last year [3]. - The net loss after deducting non-recurring gains and losses is projected to be between 23.5 million and 25.2 million yuan, compared to a loss of 13.839 million yuan in the previous year [3]. - The financial data in the earnings forecast has not been audited by external auditors [4]. Asset Management - The company plans to recognize an asset impairment provision of approximately 14 million yuan for certain inventories due to the current market environment [6]. - Non-recurring gains and losses for the reporting period are estimated to total around 20 million yuan, primarily from government subsidies and investment income [6]. Business Operations - The company is focusing on market expansion and technological innovation, participating in international exhibitions to enhance brand influence [6]. - The company’s plastic machinery business is experiencing delivery delays due to downstream customer demand fluctuations [5]. - The bi-directional stretching film business is under pressure from industry downturns and raw material price volatility [5]. - The high-barrier soft packaging film business has seen good results in overseas expansion, with both sales and orders increasing [6]. Market Outlook - The company emphasizes cautiousness in its financial outlook due to complex external conditions and intensified industry competition [5].

Core Viewpoint - The company Jinming Precision Machinery reported that its subsidiary, Guangzhou Mingyuan Investment, has a good operational status and is expected to achieve significant revenue in 2024 from its investments in advanced radar and communication technologies [2] Group 1: Company Performance - Guangzhou Mingyuan Investment, a wholly-owned subsidiary of Jinming Precision Machinery, is projected to generate an operating revenue of 53.1497 million yuan in 2024 [2] - The main business activities of Guangzhou Mingyuan Investment include the research and sales of meteorological radar antennas, phased array antennas, chip-based phased array systems, phased array TR components, small target radars, and ground satellite communication systems [2] Group 2: Financial Reporting - Detailed financial information regarding the subsidiary's performance can be found in the company's 2024 annual report, specifically in Section 10, Financial Report, under "Equity in Other Entities" [2]

Group 1 - The PVDF concept sector experienced a decline of 1.68%, ranking among the top losers in the concept sector, with companies like Duofuduo, Shenzhen Xinxing, and Putailai showing significant declines [1] - Among the PVDF concept stocks, three companies saw price increases, with Jinming Precision Machinery rising by 0.63%, Zhejiang Zhongcheng by 0.18%, and ST Lianchuang by 0.17% [1] - The main capital outflow from the PVDF concept sector today was 1.457 billion yuan, with 17 stocks experiencing net outflows, and six stocks seeing outflows exceeding 10 million yuan [2] Group 2 - Duofuduo had the highest net capital outflow of 1.114 billion yuan, followed by Juhua Co., Shenzhen Xinxing, and Dongyangguang with net outflows of 148 million yuan, 62.397 million yuan, and 40.527 million yuan respectively [2] - The top stocks in terms of capital outflow within the PVDF concept included Duofuduo (-8.06%), Shenzhen Xinxing (-7.66%), and Putailai (-3.17%) [3] - The trading volume for Duofuduo was 20.47%, indicating significant trading activity despite the price drop [3]

Group 1 - The core viewpoint of the news is that Jinming Machinery's stock has experienced fluctuations, with a recent decline of 2.09% and a current price of 7.98 yuan per share, while the company has seen a year-to-date increase of 43.78% [1] - As of December 26, the company had a total market capitalization of 3.343 billion yuan, with a trading volume of 162 million yuan and a turnover rate of 5.04% [1] - The company has seen a net outflow of 22.6689 million yuan in principal funds, with significant selling pressure from large orders [1] Group 2 - For the period from January to September 2025, Jinming Machinery reported operating revenue of 332 million yuan, a year-on-year decrease of 9.97%, and a net profit attributable to shareholders of 8.9502 million yuan, down 37.53% year-on-year [2] - The number of shareholders as of September 30 was 22,200, a decrease of 20.23% from the previous period, while the average circulating shares per person increased by 25.36% to 17,910 shares [2] Group 3 - Since its A-share listing, Jinming Machinery has distributed a total of 143 million yuan in dividends, with 41.8924 million yuan distributed over the past three years [3]

Core Viewpoint - The A-share market shows positive momentum with the Shanghai Composite Index closing above the six-month moving average, indicating a potential bullish trend in the market [1]. Group 1: Market Performance - As of the latest close, the Shanghai Composite Index stands at 3952.50 points, with a gain of 0.29% [1]. - The total trading volume in the A-share market reached 12119.45 billion yuan [1]. Group 2: Stocks Breaking the Six-Month Line - A total of 136 A-shares have surpassed the six-month moving average, with notable stocks including Jinshi Technology, Saifutian, and Longxi Co., which have divergence rates of 9.39%, 9.09%, and 8.09% respectively [1]. - The stocks with the highest divergence rates are as follows: - Jinshi Technology (10.01% increase, 5.73% turnover, latest price 16.82 yuan) [1] - Saifutian (9.95% increase, 6.62% turnover, latest price 8.73 yuan) [1] - Longxi Co. (10.02% increase, 9.40% turnover, latest price 26.79 yuan) [1]. Group 3: Additional Stocks with Notable Performance - Other stocks that have shown significant performance include: - Chongqing Port (10.02% increase, 2.21% turnover, latest price 5.82 yuan) [1] - Shaoyang Hydraulic (7.53% increase, 24.14% turnover, latest price 31.00 yuan) [1] - Jinming Precision Machinery (8.05% increase, 10.24% turnover, latest price 8.19 yuan) [1].