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赢合科技:董事王君减持1000股
Zheng Quan Ri Bao· 2026-02-26 13:09
(文章来源:证券日报) 证券日报网讯 2月26日,赢合科技发布公告称,公司董事王君于2025年12月31日通过集中竞价减持1000 股,减持均价28.05元/股,占总股本0.0002%,减持后持股9800股。 ...
赢合科技:董事王君已减持0.0002%
Xin Lang Cai Jing· 2026-02-26 10:36
赢合科技公告,董事王君于2025年12月31日以集中竞价方式减持1000股,减持均价28.05元/股,减持比 例0.0002%;持股由10800股降至9800股,占总股本比例由0.0017%降至0.0015%,减持计划实施完成。 ...
赢合科技(300457) - 关于公司董事减持股份计划实施完成的公告
2026-02-26 10:31
证券代码:300457 证券简称:赢合科技 公告编号:2026-003 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。 一、股东减持情况 1、股东减持股份情况 | 股东名称 | 减持方式 | | 减持期间 | | | | 减持均价 | | 减持股数 | | 减持比例 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 王君 | 集中竞价 | 2025 | 年 12 | 月 | 31 | 日 | 28.05 | 元/股 | 1,000 | 股 | 0.0002% | 以上减持的股份来源:二级市场购入流通股份; 深圳市赢合科技股份有限公司 关于公司董事减持股份计划实施完成的公告 一、会议召开和出席情况 公司董事王君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、误导性陈述或重大遗漏。 集中竞价交易方式的减持价格区间:28.05 元/股。 2、股东本次减持前后持股情况 | | | 本次减持前持有股份 | | | 本次减持后持有股份 | | | --- | --- | --- | ...
机械行业2026年度策略报告:与时代共舞,拥抱“科技+出海”-20260213
CMS· 2026-02-13 08:04
Core Viewpoints - The mechanical industry is expected to embrace "technology + going global" as its dual main lines in 2026, focusing on high elasticity growth opportunities and performance certainty from overseas expansion [13][9][7] 2025 Review Market Performance - In 2025, the mechanical sector achieved a 41% increase, significantly outperforming the CSI 300 index, which rose by 18%, ranking fifth among A-share sub-industries [6][16] - The sub-sectors that performed well included PCB equipment (+252%), 3C equipment (+129%), controllable nuclear fusion (+119%), data centers (+112%), and humanoid robots (+85%) [20][6] Demand Side - Domestic demand showed signs of bottoming out, with a marginal improvement towards the end of 2025, while external demand began to recover positively [31][35] - The manufacturing PMI in December 2025 rebounded to 50.1, indicating a return to expansion territory, driven by large enterprises and high-tech manufacturing [32][35] Cost Side - The cost structure showed a continuous improvement trend, with PPI declining by 2.6% year-on-year in 2025, reflecting insufficient industrial demand [31][33] 2026 Outlook Macro Perspective - The macro narrative for the next five years is centered around "AI commercialization + global re-industrialization," with expectations of a cyclical recovery driven by proactive fiscal policies [6][7] Mid-level Perspective - Technology - The technology sector is expected to see explosive growth, with key areas including data centers, PCB equipment, semiconductor equipment, humanoid robots, and commercial aerospace [7][9] Mid-level Perspective - Going Global - The overseas production capacity is anticipated to enter a release phase in 2026, with significant revenue and profit growth expected for companies in the machinery and equipment sectors [7][8] Investment Recommendations - Investment strategies should focus on high-certainty directions with strong industry trends and competitive advantages, prioritizing stock selection based on industry trends, competitive positioning, and valuation [7][8] - Long-term investments should consider companies with platform capabilities that offer sustainable value [7][8]
赢合科技:1月30日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2026-01-30 08:13
Group 1 - The company Winhe Technology announced on January 30 that its fifth board meeting was held via communication voting, where it reviewed the proposal for the appointment of senior management personnel [1] - The nuclear power construction industry is experiencing a surge, with equipment manufacturers overwhelmed by demand, leading to orders being scheduled until 2028 [1] - Employees in the equipment manufacturing sector are working in three shifts, with production lines operating 24 hours a day to meet the high demand [1]
赢合科技:聘任朱叶清为公司副总裁、财务总监
Mei Ri Jing Ji Xin Wen· 2026-01-30 08:12
Group 1 - The company, Yinghe Technology, announced the appointment of Zhu Yeqing as Vice President and Chief Financial Officer, following a nomination by the company's president and approval by the board's nomination committee and audit committee [1] Group 2 - The nuclear power construction industry is experiencing a surge in demand, with equipment manufacturers reportedly busy with orders extending to 2028, operating on a three-shift schedule and maintaining 24-hour production lines [1]
赢合科技(300457) - 关于聘任高级管理人员的公告
2026-01-30 07:42
本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导性陈述或者重大遗漏。 根据《公司法》《公司章程》等相关规定,经公司总裁提名,并经公司董事 会提名委员会任职资格审查通过,董事会审计委员会审议通过,公司于 2026 年 1 月 30 日召开第五届董事会第二十五次会议,审议通过了《关于聘任高级管理 人员的议案》,公司董事会同意聘任朱叶清先生为公司副总裁、财务总监,任期 自本次董事会审议通过之日起至第五届董事会任期届满之日止。 通过对朱叶清先生个人履历和工作业绩等情况的审查,未发现其有《公司法》 第 178 条规定的情况,未发现其被中国证监会确定为市场禁入者,朱叶清先生具 备担任公司高级管理人员的资格,符合担任公司高级管理人员的任职要求。 朱叶清先生的简历详见附件。 特此公告。 深圳市赢合科技股份有限公司 董事会 证券代码:300457 证券简称:赢合科技 公告编号:2026-002 深圳市赢合科技股份有限公司 关于聘任高级管理人员的公告 二〇二六年一月三十日 1 附件: 朱叶清先生简历: 朱叶清,男,汉族,中国国籍,无境外永久居留权,1985 年出生,会计硕 士,高级会计师,注册管理会 ...
赢合科技(300457) - 第五届董事会第二十五次会议决议的公告
2026-01-30 07:42
深圳市赢合科技股份有限公司 第五届董事会第二十五次会议决议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记 载、误导性陈述或重大遗漏。 证券代码:300457 证券简称:赢合科技 公告编号:2026-001 二、董事会会议审议情况 本议案已经公司董事会提名委员会、董事会审计委员会审议通过。 经与会董事认真审议,通过了以下决议: 1、审议通过《关于聘任高级管理人员的议案》 具体内容详见公司同日刊登在巨潮资讯网(http://www.cninfo.com.cn)的 《关于聘任高级管理人员的公告》。 一、董事会会议召开情况 表决结果:同意 9 票,反对 0 票,弃权 0 票。 深圳市赢合科技股份有限公司(以下简称"公司")第五届董事会第二十五 次会议于 2026 年 1 月 30 日以通讯表决方式召开。会议通知已于 2026 年 1 月 25 日以电子邮件方式送达全体董事和高级管理人员。本次会议应出席董事 9 名,实 际出席董事 9 名,公司高级管理人员列席了本次会议。全体董事知悉本次会议的 审议事项,并充分表达意见。会议由董事长贾廷纲先生召集和主持,会议的召集、 召开和表决程序符合《公 ...
赢合科技(300457.SZ):目前暂未提供钙钛矿光伏领域所需涂布机设备
Ge Long Hui· 2026-01-30 07:21
Core Viewpoint - The company is currently focused on lithium battery intelligent equipment and e-cigarette related businesses, and has not yet provided coating machines required for perovskite photovoltaic fields [1] Group 1: Business Focus - The company's main business areas are lithium battery intelligent equipment and e-cigarette related businesses [1] - The company is monitoring industry technology development trends to strategically plan its business direction [1] Group 2: Future Outlook - The company will continue to pay attention to industry trends and will cautiously layout its business direction in line with its strategic planning [1]
赢合科技(300457.SZ):2026年公司行业首发全新Super-E系列S型涂布机并成功发货
Ge Long Hui· 2026-01-30 07:21
Core Viewpoint - The company, Yinghe Technology, emphasizes its core product, the coating machine, which has been recognized as a national-level manufacturing "single champion" and showcases advanced technology in precision coating processes [1] Group 1: Product Development - The coating machine ensures consistency, safety, and cycle life of battery cells through high-precision coating technology [1] - The company plans to deliver a dual-layer extrusion coating machine to a customer in Hungary by 2025, featuring modular design for large-scale production capabilities [1] - In 2026, the company will launch the new Super-E series S-type coating machine, which will enhance speed, stability, integration, energy efficiency, and intelligent maintenance [1] Group 2: Technological Innovation - The company continues to invest in cutting-edge technology, having introduced a solid-state wet coating machine that won the "2025 Product Innovation Award" at the 6th International Science and Technology Innovation Festival [1]