Core Viewpoint - Changsheng Bearing (300718.SZ) announced a pre-disclosure regarding the planned share reduction by its actual controller's concerted actor, Sun Weiqing, who intends to reduce holdings through block trading [1][2]. Group 1: Share Reduction Details - Sun Weiqing holds 44,550,000 shares, representing 14.91% of the total shares, and plans to reduce up to 5,940,000 shares, which is 1.99% of the total shares [1]. - The estimated cash amount from this reduction is approximately 482 million yuan, based on the closing price of 81.16 yuan per share on November 13 [2]. Group 2: Previous Share Reductions by Executives - On October 21, Changsheng Bearing disclosed the completion of share reduction plans by certain directors, supervisors, and senior management, with the last report dated August 28, 2025 [2]. - Vice Chairman and Executive Vice General Manager Lu Xiaolin reduced 1.47 million shares, cashing out approximately 132 million yuan; other executives also executed share reductions totaling various amounts [2][3].

Core Viewpoint - Changsheng Bearing (300718.SZ) experienced a significant drop in stock price, reaching a nearly four-month low due to a planned share reduction by a major shareholder [1] Group 1: Stock Performance - The stock price of Changsheng Bearing fell by 4.76% to 77.3 yuan, marking the lowest level since July 18 [1] - The decline in stock price reflects market reactions to the upcoming share reduction announcement [1] Group 2: Shareholder Actions - The actual controller's concerted action party, shareholder Sun Weiqing, plans to reduce holdings by up to 5.94 million shares, which constitutes 1.99% of the total share capital [1] - The reason for the share reduction is stated as personal funding needs [1] - The reduction period is set for one month, starting 15 trading days after the announcement date [1]

Core Points - Dongbai Group does not have duty-free operating qualifications and is not involved in the operation of duty-free goods [1] - Sanyuan Co., Ltd. launched a seasonal product, milk skin candy hawthorn, which has a very small revenue scale due to its short sales period [1] - Jidian Co., Ltd. plans to invest in the construction of a coal power project with a capacity of 2×660,000 kilowatts [1] - Anhui Construction's subsidiary won contracts totaling 1.753 billion yuan [1] - Guotai Group intends to acquire 100% equity of Beikuan Explosive for 110 million yuan [1] - Yongji Co., Ltd. has completed a buyback of 1.25% of its shares [1] - Changsheng Bearing's actual controller's concerted actor plans to reduce holdings by no more than 1.99% [1][2] - Lichung Group has received project designation from clients [1][2] - Hefei China may apply for a trading suspension if its stock price continues to rise abnormally [1][2]

Core Viewpoint - Multiple shareholders across various companies are planning to reduce their stakes, indicating potential shifts in ownership dynamics and investor sentiment in the A-share market [1] Shareholder Reductions - *ST Yitai: Taihua Investment plans to reduce its stake by up to 1.9798% [1] - Huaren Pharmaceutical: Huaren Century Group intends to reduce its stake by no more than 3% [1] - Jianglong Shipbuilding: Controlling shareholder Yan Zhiqing plans to reduce his stake by up to 2% [1] - Jujie Microfiber: Controlling shareholder plans to reduce its stake by no more than 2% [1] - Wangsu Technology: Director Liu Chengyan plans to reduce his stake by up to 1% [1] - Haineng Industry: Zhou Hongjun plans to reduce his stake by up to 3% [1] - Changsheng Bearing: A concerted action by the actual controller plans to reduce its stake by up to 1.99% [1] - Jilin Chemical Fiber: Fangda Investment plans to reduce its stake by up to 2% [1] - Kangqiang Electronics: Simais plans to reduce its stake by up to 1% [1] - Pangu Intelligent: Shareholders holding over 5% plan to reduce their stake by up to 1% [1] - Changlian Technology: Fuhai New Materials plans to reduce its stake by up to 2% [1] - Xiongshi Technology: Some directors and senior management plan to reduce their stake by up to 0.17% [1] - Ruixin Technology: Shanghai Guoshi and its concerted actions have cumulatively reduced their stake by 2.97% [1] Other Notable Events - Tongde Chemical: Wholly-owned subsidiary Tongde Kexin has been listed as a dishonest executor [1] - Kangda New Materials: Terminated plans to acquire equity in Beiyi Semiconductor [1]

Core Viewpoint - The recent shareholder reduction plan by Changsheng Bearing highlights the ongoing trend of shareholder sell-offs amid a significant stock price increase driven by the robotics sector, despite the company's mixed financial performance and growth challenges [2][3][4]. Shareholder Reduction Plan - On November 13, Changsheng Bearing announced that shareholder Sun Weiqing, holding 14.91% of the company, plans to reduce her stake by up to 5.94 million shares, representing 1.99% of the total share capital, through block trading within one month after the announcement [2][3]. - This follows a previous reduction by Vice Chairman Lu Xiaolin, who sold 1.47 million shares between late September and mid-October [2][4]. Stock Performance and Market Context - Changsheng Bearing's stock has surged over 160% this year, making it a notable "bull stock" in the A-share market, largely due to the hype surrounding the robotics concept [3]. - The stock price reached a historical high of 118 yuan per share on February 20, 2024, before the recent sell-offs began [4]. Financial Performance - In Q3 2025, Changsheng Bearing reported revenue of 317 million yuan, a year-on-year increase of 13.86%, and a net profit of 61.73 million yuan, up 14.83% [5]. - For the first three quarters of 2025, total revenue was 935 million yuan, with a net profit of 188 million yuan, reflecting year-on-year growth of 11.97% and 11.01%, respectively [5]. - Despite positive Q3 results, the company has faced declining revenue growth rates over the past few years, with 2024 showing a revenue increase of only 2.89% and a net profit decline of 5.43% [5]. Strategic Initiatives - Due to sluggish growth in its traditional business, Changsheng Bearing is focusing on expanding into new markets, particularly in the robotics sector, where it is collaborating with various manufacturers [6]. - The company has signed agreements with Yushu Technology for the development of self-lubricating bearings for robotic joints, although this segment currently contributes less than 1% to its main business revenue [6].

Group 1: Company Performance - SMIC reported a revenue of 17.162 billion yuan in Q3 2025, a year-on-year increase of 9.9%, with a net profit of 1.51 billion yuan, up 43.1% year-on-year. For the first three quarters, revenue reached 49.51 billion yuan, growing 18.2%, and net profit was 3.81 billion yuan, an increase of 41.1% year-on-year [1] - BoRui Pharma's BGM1812 injection has received clinical trial approval for weight loss indications, with no similar targeted formulations approved globally [2] - Li Zhong Group's subsidiaries received project confirmations for aluminum alloy wheels from major international automotive manufacturers, with expected total sales of approximately 1.135 billion yuan [4] Group 2: Corporate Actions - Kanda New Materials announced the termination of the acquisition of equity in North One Semiconductor due to unmet progress expectations and lack of consensus among parties [3] - Lide Man plans to acquire 70% of Xiansheng Xiangrui for 1.733 billion yuan, aiming to enter the bioproducts industry [9] - Arctech's controlling shareholder CSIQ expects total revenue of 1.3 to 1.5 billion USD in Q4 2025, with a gross margin of 14% to 16% [6] Group 3: Market Activity - Taihe Technology's VC project phase two construction will be adjusted based on phase one market expansion, indicating some uncertainty [5] - Hezhong China has experienced significant stock price fluctuations, with a cumulative increase of 230.84% over 12 out of 13 trading days, leading to potential application for trading suspension if abnormal price increases continue [7][8]

（文章来源：证券日报） 证券日报网讯 11月13日晚间，长盛轴承发布公告称，直接持有浙江长盛滑动轴承股份有限公司股份 44，550，000股（占公司股份总数的14.91%。占已剔除公司回购专用证券账户中的股份数量后的公司 股份总数的14.99%）公司实际控制人的一致行动人孙薇卿女士计划在本公告披露之日起15个交易日后 的1个月内以大宗交易的方式减持本公司股份不超过5，940，000股（占公司股份总数的1.99%。占已剔 除公司回购专用证券账户中的股份数量后的公司股份总数的2.00%）。 ...

证券代码：300718 证券简称：长盛轴承 公告编号：2025-065 （一）会议召开情况 1、会议召开时间 （1）现场会议召开时间：2025 年 11 月 13 日（星期四）14:30。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为： 2025 年 11 月 13 日（星期四）9:15～9:25，9:30～11:30 和 13:00～15:00；通 过互联网投票系统投票的具体时间为：2025 年 11 月 13 日（星期四）9:15 至 15:00 期间的任意时间。 浙江长盛滑动轴承股份有限公司 2025 年第二次临时股东大会决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会未出现否决议案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 2、现场会议召开地点：浙江省嘉兴市嘉善县惠民街道鑫达路 6 号公司五楼 会议室。 3、会议召开方式：本次股东大会采用现场表决与网络投票相结合的方式召 开。 4、会议召集人：公司董事会。 5、现场会议主持人：董事长孙志华先生。 6、 ...

上海市徐汇区淮海中路 1010 号嘉华中心 45 层 邮政编码 200031 电话: (86-21) 5404 9930 传真: (86-21) 5404 9931 关于浙江长盛滑动轴承股份有限公司 2025 年第二次临时股东大会的法律意见书 致：浙江长盛滑动轴承股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）以及中国证券监 督管理委员会颁布的《上市公司股东会规则》（以下简称"《股东会规则》"）的 规定，北京市竞天公诚律师事务所上海分所（以下简称"本所"）指派律师对浙江 长盛滑动轴承股份有限公司（以下简称"公司"）2025年第二次临时股东大会（以 下简称"本次股东会"） 进行见证，并就本次股东会的召集和召开程序、召集人 资格与出席会议人员资格、表决程序与表决结果发表法律意见。 为出具本法律意见，本所律师审查了《浙江长盛滑动轴承股份有限公司第五 届董事会第九次会议决议公告》《浙江长盛滑动轴承股份有限公司第五届董事会 第七次临时会议决议公告》《浙江长盛滑动轴承股份有限公司第五届监事会第九 次会议决议公告》《浙江长盛滑动轴承股份有限公司关于召开2025年第二次临时 股东大会的通知》《浙江长盛滑动 ...

长盛轴承（300718）(300718.SZ)发布公告，公司实际控制人的一致行动人孙薇卿女士计划在本公告披 露之日起15个交易日后的1个月内以大宗交易的方式减持公司股份不超过594万股(占公司股份总数的 1.99%。占已剔除公司回购专用证券账户中的股份数量后的公司股份总数的2.00%)。 ...