截至发稿，孔宪政累计任职时间5年80天，现任基金资产总规模66.75亿元，任职期间最佳基金回报 110.79%， 任职期间最差基金回报-16.74%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，诺安基金旗下1只基金位居海波重科十大流通股东。诺安多策略混合A（320016）三季度新 进十大流通股东，持有股数139.11万股，占流通股的比例为1.12%。根据测算，今日浮盈赚取约89.03万 元。 诺安多策略混合A（320016）成立日期2011年8月9日，最新规模21.2亿。今年以来收益12.18%，同类排 名1252/8890；近一年收益76.12%，同类排名397/8132；成立以来收益270.2%。 诺安多策略混合A（320016）基金经理为孔宪政。 2月13日，海波重科涨5.04%，截至发稿，报13.34元/股，成交1.07亿元，换手率6.70%，总市值26.74亿 元。 资料显示，海波重型工 ...

海波重型工程科技股份有限公司（以下简称"公司"）于 2026 年 1 月 12 日在巨潮资讯网披露了《关于公司控股股东、实际控制人减持计划预披露公告》 （公告编号：2026-003），公司控股股东、实际控制人张海波先生计划自上述公 告披露之日起 15 个交易日后的 3 个月内（即 2026 年 2 月 3 日至 2026 年 5 月 2 日）以大宗交易方式减持本公司股份合计不超过 3,990,000 股（占公司总股本比 例 1.99%，占公司扣除回购专用账户股份后总股本的比例为 2.00%），以集中竞 价方式减持本公司股份合计不超过 1,990,000 股（占公司总股本比例 0.99%，占 公司扣除回购专用账户股份后总股本的比例为 1.00%）。 公司于近日收到控股股东、实际控制人张海波先生出具的《关于减持股份比 例触及 1%整数倍的告知函》，2026 年 2 月 9 日，张海波先生通过集中竞价交易 方式减持公司股份 713,400 股（占公司总股本比例 0.3560%，占公司扣除回购专 用账户股份后总股本的比例为 0.3569%）。本次权益变动后，公司控股股东、实 际控制人张海波先生及其一致行动人合计持有公 ...

Core Viewpoint - The controlling shareholder Zhang Haibo of Haibo Heavy Industry announced a reduction in shareholding through centralized bidding, decreasing his stake from 50.9279% to 50.5719% [1] Group 1 - Zhang Haibo reduced his holdings by 713,400 shares, which represents 0.3560% of the total share capital [1] - The shareholding percentage, after excluding shares in the repurchase account, decreased from 51.0673% to 50.7104%, reaching a threshold of 1% [1] - Previously, there was a plan for Zhang Haibo to reduce his holdings through block trading by up to 3.99 million shares (1.99%) and through centralized bidding by up to 1.99 million shares (0.99%), which has not yet been completed [1]

Core Viewpoint - The company, Haibo Heavy Industry, announced an expected net profit attributable to shareholders for the year 2025, ranging from 9 million to 13.3 million yuan [2] Financial Performance - The projected net profit for 2025 is estimated to be between 9 million and 13.3 million yuan [2]

Core Viewpoint - The company, Haibo Heavy Industry, forecasts a significant decline in net profit for the year 2025, primarily due to operational pressures in its main business of bridge steel structure engineering [1] Financial Performance - The expected net profit attributable to shareholders for 2025 is projected to be between 9 million and 13.3 million, representing a year-on-year decrease of 42.18% to 60.88% [1] - The net profit after deducting non-recurring gains and losses is anticipated to be between 2.85 million and 4.2 million, reflecting a year-on-year decline of 56.05% to 70.18% [1] Operational Challenges - The decline in performance is attributed to significant operational pressures faced by the bridge steel structure engineering sector [1] - Factors contributing to this decline include delays in payment progress for completed project contracts and intensified market competition leading to downward pressure on project pricing [1] - The company has opted for a cautious approach in balancing project profitability with payment conditions, resulting in a reduction in the amount of contracts undertaken compared to the previous year [1] Revenue Impact - The anticipated decrease in revenue for 2025 is a direct consequence of the reduced contract amounts and the company's large production capacity, which is not fully utilized [1] - The underutilization of capacity has led to increased pressure from fixed cost allocation, further squeezing profit margins [1]

Group 1 - The company expects a net profit of 9 million to 13.3 million yuan for the year 2025, representing a year-on-year decline of 42.18% to 60.88% [1] - The decline in performance is primarily due to significant operational pressures in the bridge steel structure engineering sector [1] - Factors contributing to the decline include delayed payment progress for completed project engineering fees and intensified market competition leading to downward pressure on project pricing [1] Group 2 - To ensure operational stability, the company is carefully weighing project profitability against payment conditions before engaging in market activities [1] - This cautious approach has resulted in a reduction in the amount of engineering contracts undertaken, leading to a year-on-year decline in revenue for 2025 [1] - Additionally, the company has substantial production capacity, and with unsaturated output, the pressure of fixed cost allocation has further squeezed profit margins [1]

证券代码：300517 证券简称：海波重科 公告编号：2026-004 海波重型工程科技股份有限公司 2025 年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为正值且属于同向下降 50%以上情形 （1）以区间数进行业绩预告的 单位：万元 二、与会计师事务所沟通情况 本期业绩预告相关的财务数据未经会计师事务所预审计。公司已就业绩预告有关事项 与会计师事务所进行了预沟通，公司与会计师事务所在业绩预告方面不存在重大分歧。 三、业绩变动原因说明 报告期内公司业绩出现下滑，主要系桥梁钢结构工程主业面临显著经营压力。受已完 工项目工程款支付进度滞后、行业市场竞争加剧倒逼项目定价下行等因素影响，公司为保 障经营稳健性，在项目利润与付款条件之间进行审慎权衡后开展市场经营活动，进而导致 工程承接合同金额同比缩减，2025 年度营业收入因此出现同比下滑，叠加公司产能较大， 在产量不饱和的状态下，固定成本分摊压力凸显，对利润空间形成 ...

Core Viewpoint - The controlling shareholder and actual controller of Haibo Heavy Industry, Zhang Haibo, has announced a share reduction plan involving the sale of up to 3,990,000 shares through block trading and up to 1,990,000 shares through centralized bidding, primarily due to personal funding needs [1][2]. Group 1: Share Reduction Details - Zhang Haibo plans to reduce his holdings by a maximum of 3,990,000 shares, which represents 1.99% of the company's total share capital and 2.00% of the total share capital excluding shares in the repurchase account [1]. - Additionally, he intends to reduce his holdings by up to 1,990,000 shares through centralized bidding, accounting for 0.99% of the total share capital and 1.00% of the total share capital excluding shares in the repurchase account [1]. - The reduction period is set from February 3, 2026, to May 2, 2026, with the selling price determined by market conditions at the time of the sale [2]. Group 2: Shareholder Background - Zhang Haibo currently holds 98,868,500 shares, representing 49.33% of the company's total share capital [2]. - He initially held 102 million shares, which was 50.81% of the total share capital, and has cumulatively reduced his holdings by 2,957,500 shares since August 5, 2025, realizing approximately 35.67 million yuan [2]. - The estimated cash amount from the current reduction, based on the closing price of 12.03 yuan, is approximately 71.94 million yuan [2].

Group 1 - Weiteou signed a strategic cooperation agreement with Qiteng Robotics to focus on safety upgrades in high-risk industries, leveraging new materials and robotics [1] - Dongfang Caifu's subsidiary received approval from the CSRC to issue subordinate bonds totaling up to 20 billion yuan [2] - Haibo Zhongke's controlling shareholder plans to reduce holdings by up to 2.98% of the company's shares [3] Group 2 - Shengyang Technology's subsidiary FTA is expanding into the foreign satellite internet terminal business, which is still in the early commercialization stage [4] - Cangge Mining expects a net profit increase of 43.41%-53.1% for 2025, projecting a profit of 3.7-3.95 billion yuan [5] - Jinlongyu plans to invest approximately 1.2 billion yuan to build a production line for solid-state batteries with an annual capacity of 2 GWh [6] Group 3 - Shengda Resources intends to acquire a 55% stake in Guangxi Laibin Jinshi Mining for 269.5 million yuan [7] - Zhifei Biological's CA111 injection has entered Phase I clinical trials, targeting diabetes and weight loss treatment [8] - Qusleep Technology's specific shareholders plan to reduce their holdings by up to 2.58% of the company's shares [9] Group 4 - Innovation Medical's subsidiary has a product expected to generate revenue of 114,000 yuan in 2025 [11] - Blue Ocean Cursor noted that AI-driven revenue currently constitutes a small portion of overall revenue [12] - *ST Yanshi anticipates a loss for the 2025 fiscal year, with revenue expected to be below 300 million yuan [13] Group 5 - ST Yishite will lift risk warnings and change its stock name, resuming trading on January 14 [14] - Shaoyang Hydraulic clarified that its products do not directly serve commercial aerospace clients [15] - Boss Electric plans to invest 100 million yuan in Youte Smart Kitchen to deepen strategic cooperation [16] Group 6 - Guo An Da's controlling shareholder plans to reduce holdings by up to 3% of the company's shares [17] - *ST Mingjia has lifted the delisting risk warning following the completion of its restructuring plan [18] - Haixiang Pharmaceutical signed an innovative drug cooperation agreement with Wanbangde Pharmaceutical [19] Group 7 - Palm Holdings plans to transfer stakes in two project companies for debt compensation, amounting to 258 million yuan [20] - Bohai Leasing's subsidiary Avolon is projected to have a fleet of 1,132 aircraft by the end of 2025 [21] - Zhenyou Technology reported that satellite internet revenue accounted for approximately 7.15% of total revenue in the first three quarters of 2025 [22] Group 8 - Blue Arrow Electronics intends to acquire at least 51% of Chengdu Xinyi Technology [23] - Shunhao Co. stated that its investment in Tianshu Chuangxin will have a minimal impact on its 2025 performance [24][25] - Baichuan Co.'s deputy general manager plans to reduce holdings by up to 0.65% of the company's shares [26] Group 9 - Zhewen Interconnect reported that its GEO business has not yet formed a mature profit model [27] - XW Communication's controlling shareholder plans to reduce holdings by up to 1% of the company's shares [28] - Electric Science Digital indicated that its satellite communication products are not its main business [29] Group 10 - Bojun Technology expects a net profit increase of 35%-65% for 2025, projecting a profit of 828-1,012 million yuan [30] - Rongchang Bio signed a licensing agreement for the RC148 drug with AbbVie, with an initial payment of 650 million USD [31] - Guoxin Technology's state investment fund plans to reduce holdings by up to 2.37% of the company's shares [32] Group 11 - Hengxuan Technology's controlling shareholder plans to reduce holdings by up to 3% of the company's shares [33][34] - *ST Chengchang announced a stock suspension for investigation due to abnormal trading [35] - Zhongji Xuchuang's subsidiary plans to issue warrants to incentivize its core team [36] Group 12 - Zhuoshengwei expects a net loss of 255-295 million yuan for 2025 [37] - Pingtan Development anticipates a loss for the 2025 fiscal year [38] - Nanjing Bank's major shareholder increased its stake by 123.472 million shares [39] Group 13 - Jingao Technology expects a net loss of 4.5-4.8 billion yuan for 2025 [40] - Mingyang Smart plans to acquire control of Dehua Company, with stock suspension [41] - Vanadium Titanium Co. anticipates a loss for the 2025 fiscal year [42][43] Group 14 - Tianzhihang announced a delay in its "Smart Medical Center Construction Project" [44]

Summary of Key Points Core Viewpoint - Multiple shareholders across various companies are planning to reduce their stakes, indicating potential shifts in ownership and investor sentiment in the market [1]. Shareholder Reductions - Hengxuan Technology: Shareholders including Ningbo Yibifu plan to reduce their holdings by up to 1.50% [1]. - Guoxin Technology: Industry fund shareholders intend to reduce their stakes by up to 2.37% [1]. - Qusleep Technology: Shareholder Kuanzhai Cultural plans to reduce holdings by no more than 1.98% [1]. - Xinwei Communication: General Manager Peng Hao aims to reduce his stake by up to 1% [1]. - Guoanda: Shareholder Hong Junlong plans to reduce his holdings by up to 1.2761% [1]. - Zhuoyue New Energy: Controlling shareholders intend to reduce their stakes by up to 3.00% [1]. - Haibo Heavy Industry: Actual controller Zhang Haibo plans to reduce his stake by up to 3% [1]. - Sanyou Medical: Shareholders Xu Nong and Liu Mingyan plan to reduce their holdings by up to 2.00% [1]. - Saifen Technology: Multiple shareholders intend to reduce their stakes by up to 6% [1]. - Fangyuan Shares: Shareholder Betterry plans to reduce holdings by no more than 510.17 million shares [1]. - Qiutian Micro: Beihai Chengyu plans to reduce holdings by up to 0.83% [1]. - Diaoda Shares: Controlling shareholders plan to reduce their stakes by up to 3% [1]. - Maidi Technology: Shareholder Weng Kang plans to reduce holdings by 520.29 million shares [1]. Other Notable Events - *ST Yanshi: The company's stock may face delisting [1]. - Jin Yi Technology: The company has terminated the issuance of shares to specific targets and signed relevant termination agreements [1].