证券代码：300517 证券简称：海波重科 公告编号：2026-007 债券代码：123080 债券简称：海波转债 海波重型工程科技股份有限公司 关于控股股东、实际控制人及其一致行动人权益变动触及 1%及 5%整数倍暨披露权益变动报告书的提示性公告 控股股东、实际控制人张海波先生及其一致行动人张丽女士、张学军女 士、肖庆惠女士保证向本公司提供的内容真实、准确和完整，不存在任何虚假 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。 重要提示： 1、本次权益变动属于海波重型工程科技股份有限公司（以下简称"公司"） 控股股东、实际控制人张海波先生在前期预披露的股份减持计划范围内减持股 份导致其持股比例降低，不触及要约收购。 2 、 本 次 权 益 变 动 后 ， 张 海 波 先 生 及 其 一 致 行 动 人 的 持 股 数 量 由 101,353,062 股降 至 99,933,262 股， 占公司 总股 本的比 例由 50.57% 降至 49.86%，占公司剔除回购股份后总股本的比例由 50.71%降至 50.00%，权益变动 触及 1%及 5%的整数倍。 3 ...

海波重型工程科技股份有限公司 简式权益变动报告书 上市公司名称：海波重型工程科技股份有限公司 信息披露义务人：张海波 通讯地址：湖北省武汉市武昌区 信息披露义务人之一致行动人：张丽 通讯地址：湖北省武汉市武昌区 信息披露义务人之一致行动人：张学军 通讯地址：湖北省武汉市武昌区 信息披露义务人之一致行动人：肖庆惠 通讯地址：湖北省武汉市武昌区 股权变动性质：股份减少（主动减持）。 签署日期： 2026 年 3 月 25日 股票上市地点：深圳证券交易所 股票简称：海波重科 股票代码：300517 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》、《上市公司收购管理办法》、 《公开发行证券的公司信息披露内容与格式准则第 15 号—权益变动报告书》及 相关法律、法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》、《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在海波重型工程科技股份有限公司（以下简称： 海波重科）中拥有权益的股份变动情况；截至本报告书签署 ...

Group 1: Equity Acquisition - Changguang Huaxin's wholly-owned subsidiary plans to invest 8 million yuan to subscribe for shares in the related party Suzhou Xingyuan Optoelectronics Technology Co., increasing its equity stake from 20% to 23.07% [1] Group 2: Performance Disclosure - Laimei Pharmaceutical reported a revenue of 776 million yuan for 2025, a year-on-year decrease of 2.50%, with a net profit attributable to shareholders of a loss of 135 million yuan, compared to a loss of 87.8 million yuan in the previous year [2] - Haibo Heavy Industry revised its 2025 net profit forecast from a range of 9 million to 13.3 million yuan down to a range of 1.37 million to 2.05 million yuan, reflecting a year-on-year decline of 91.09% to 94.04% [3] Group 3: Sales and Production Data - China Coal Energy reported a February coal production of 8.91 million tons, a year-on-year decrease of 13.0%, with cumulative production of 19.2 million tons, down 11.6% year-on-year; February coal sales were 16.51 million tons, down 5.5%, with cumulative sales of 36.56 million tons, down 7.2% year-on-year [4] Group 4: Shareholding Changes - Huada Technology's major shareholder and general manager plans to increase his stake in the company by investing between 15 million and 30 million yuan, with a maximum purchase price of 55 yuan per share [5] - Beiken Energy's controlling shareholder plans to reduce his stake by up to 602,960 shares, not exceeding 3% of the total share capital [6] - Heshun Electric's controlling shareholder plans to reduce his stake by up to 515,680 shares, representing 2% of the total share capital [7] - Kangli Elevator's director plans to reduce his stake by up to 281,300 shares, accounting for 0.0353% of the total share capital [8] Group 5: Risk Matters - Century Hengtong announced that 32.81% of the shares held by its actual controller have been judicially frozen, amounting to 11.33 million shares, which represents 11.48% of the company's total share capital [9] - *ST Huifeng received a warning letter from the Jiangsu Securities Regulatory Bureau regarding inaccurate reporting of a transaction price related to a 49% equity stake in a subsidiary [10] - Fashilong announced a tax payment of 4.1449 million yuan, which is expected to reduce its net profit for 2025 by the same amount [11]

Financial Performance Expectations - The company expects a net profit of between 900 and 1,330 million CNY for the year 2025, representing a decline of 42.18% to 60.88% compared to the previous year[5]. - The net profit after deducting non-recurring losses is projected to be between 285 and 420 million CNY, reflecting a decrease of 56.05% to 70.18% year-over-year[5]. Operational Challenges - The decline in performance is primarily due to significant operational pressure in the bridge steel structure engineering sector, exacerbated by delayed payments for completed projects and intensified market competition[7]. - The company anticipates a year-over-year decrease in operating revenue due to a reduction in the amount of contracts secured, influenced by careful consideration of project profitability and payment conditions[7]. - Fixed cost allocation pressure has intensified due to unsaturated production capacity, further squeezing profit margins[8]. Strategic Initiatives - The company plans to enhance product competitiveness and operational efficiency through ongoing cost reduction and efficiency improvement initiatives[8]. Financial Reporting - The financial data presented is preliminary and has not been audited by an external accounting firm[9]. - Detailed financial data will be disclosed in the company's 2025 annual report, urging investors to make cautious decisions and be aware of investment risks[9].

Group 1 - The core viewpoint of the news is that Haibo Heavy Industry has seen a stock price increase of 5.04%, reaching 13.34 CNY per share, with a trading volume of 107 million CNY and a turnover rate of 6.70%, resulting in a total market capitalization of 2.674 billion CNY [1] - Haibo Heavy Industry, established on April 11, 1997, and listed on July 19, 2016, is located in Wuhan, Hubei Province, and specializes in the manufacturing and installation of bridge steel structures, along with related technical research, process design, and technical services [1] - The company's main business revenue composition is 99.03% from steel structure engineering and 0.97% from other income [1] Group 2 - Among the top ten circulating shareholders of Haibo Heavy Industry, a fund under Nuoan Fund, specifically Nuoan Multi-Strategy Mixed A (320016), has recently entered the list, holding 1.3911 million shares, which accounts for 1.12% of the circulating shares [2] - As of the latest data, Nuoan Multi-Strategy Mixed A has a total scale of 2.12 billion CNY, with a year-to-date return of 12.18%, ranking 1252 out of 8890 in its category, and a one-year return of 76.12%, ranking 397 out of 8132 [2] - The fund manager, Kong Xianzheng, has been in position for 5 years and 80 days, overseeing a total fund asset scale of 6.675 billion CNY, with the best fund return during his tenure being 110.79% and the worst being -16.74% [2]

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]