(本文来自第一财经) 金马游乐公告称，近日，公司收到邓志毅出具的《股票交易进展告知函》，获悉其于9月15日至9月23日 期间通过集中竞价、大宗交易方式累计减持公司股份383.36万股，占公司总股本的2.43%，减持计划已 实施完毕。 ...

Core Points - The announcement indicates that Mr. Deng Zhiyi reduced his shareholding in the company from 13.70% to 11.27% through centralized bidding and block trading, totaling 3.8336 million shares [1] - After the reduction, Mr. Deng holds 17.7556 million shares, representing 11.27% of the company's total share capital [1] - The share reduction plan has been completed in compliance with relevant laws and regulations [1]

Core Viewpoint - Jinma Amusement (300756.SZ) announced that Mr. Deng Zhiyi has completed his share reduction plan, selling a total of 3,833,600 shares, which accounts for 2.43% of the company's total share capital [1] Summary by Relevant Categories Shareholder Activity - Mr. Deng Zhiyi executed the share reduction from September 15, 2025, to September 23, 2025, through centralized bidding and block trading methods [1] - The reduction in shareholding triggered a change in equity that reached the 1% integer threshold [1] - As of the date of the announcement, Mr. Deng's share reduction plan has been fully implemented [1]

证券代码：300756 证券简称：金马游乐 公告编号：2025-052 广东金马游乐股份有限公司 关于公司股东权益变动触及1%整数倍 暨股份减持计划实施完成的公告 本公司股东邓志毅先生保证向本公司提供的信息披露内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 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。 广东金马游乐股份有限公司（以下简称"公司"）于 2025 年 7 月 21 日披露了《关 于公司部分股东减持股份的预披露公告》（公告编号：2025-036），公司控股股东、 实际控制人、董事长邓志毅先生计划于该减持计划预披露公告之日起 15 个交易日后 的 3 个月内通过集中竞价、大宗交易方式减持公司股份不超过 4,712,000 股（占公司 总股本比例 2.99%）。 近日，公司收到邓志毅先生出具的《股票交易进展告知函》，获悉其于 2025 年 9 月 15 日至 2025 年 9 月 23 日期间通过集中竞价、大宗交易方式累计减持公司股份 3,833,600 股，占公司总股本的 2.43%，权益变动触及 1%整数倍。截至本公告披露日， 邓志毅 ...

Group 1 - The core event involves a block trade of 3.1361 million shares of Jinma Amusement on September 23, with a transaction value of 108.38 million yuan, executed at a price of 34.56 yuan, representing a 20% discount compared to the closing price of the day [2] - The closing price of Jinma Amusement on the same day was 43.20 yuan, reflecting an increase of 1.98%, with a turnover rate of 4.40% and a total transaction amount of 245 million yuan [2] - Over the past five days, the stock has accumulated a rise of 6.35%, with a total net inflow of funds amounting to 233,400 yuan [2] Group 2 - Jinma Amusement was established on November 20, 2007, with a registered capital of 1.57598176 billion yuan [2]

Group 1 - The stock of Jinma Amusement increased by 1.98%, closing at 43.20 yuan, with a significant block trade occurring on September 23 [1] - The block trade involved a total volume of 3.1361 million shares, amounting to 108 million yuan, with the first transaction price at 34.56 yuan, reflecting a discount of 20% [1] - Over the past three months, the stock has recorded one block trade with a total transaction value of 108 million yuan, and in the last five trading days, it has risen by 6.35%, with a net inflow of 2.1767 million yuan from main funds [1]

Group 1 - The core point of the article highlights a significant block trade involving Jinma Amusement, with 3.1361 million shares traded for a total value of 108 million yuan, representing 30.71% of the total trading volume for the day [1] - The transaction price was 34.56 yuan per share, which reflects a 20% discount compared to the market closing price of 43.2 yuan [1]

Core Viewpoint - Jinma Amusement is experiencing positive development with a dual-driven strategy of "manufacturing + cultural tourism," focusing on innovation and market expansion in the amusement equipment manufacturing sector [2] Group 1: Business Performance - Jinma Amusement is the first A-share listed company in China's amusement equipment manufacturing industry and is a leading player in the sector [2] - The company reported a 112.94% year-on-year increase in revenue from its amusement investment and operation business in the first half of 2025 [2] - New orders have increased significantly, with the company capturing multiple landmark project orders and enhancing its market share in import substitution [2][4] Group 2: Policy Response - The company is leveraging policy incentives, such as the "Large-scale Equipment Update and Trade-in Action Plan," to accelerate the replacement of outdated equipment and enhance its competitive edge [3] - Jinma Amusement plans to strengthen innovation and product iteration while collaborating with key strategic customers to increase the share of domestic equipment [3] Group 3: Orders and Profitability - The company has secured multiple new orders in the first half of 2025, driven by market demand and industry recovery, which solidifies its leading position [4] - The net profit attributable to the parent company is expected to increase significantly in the first half of 2025, supported by improved gross margins and successful product deliveries [4] Group 4: Robotics and AI Integration - Jinma Amusement is investing in Shanghai Matrix Super Intelligence Robotics to enhance its product capabilities in response to the AI and robotics industry transformation [5] - The company is focusing on both independent research and development of key technologies and collaborative investments to provide comprehensive solutions to customers [5] Group 5: International Market Expansion - In the first half of 2025, the company participated in several international exhibitions, receiving positive feedback for its new products [6] - Jinma Amusement is aware of the potential risks in international trade and is enhancing contract management to mitigate these risks while advancing its globalization strategy [6]

Group 1: Company Overview and Performance - Guangdong Jinma Amusement Co., Ltd. is a comprehensive cultural tourism enterprise engaged in the research, development, manufacturing, sales, installation, and operation of large amusement facilities and virtual immersive projects [2] - In the first half of 2025, the company experienced steady growth, with a focus on a dual-driven strategy of "manufacturing + cultural tourism" to strengthen core business and promote long-term high-quality development [2] - The amusement equipment manufacturing business has seen a continuous increase in new orders, with a steady rise in market share for imported substitutes [2][3] Group 2: Financial Performance - The amusement investment and operation business revenue increased by 112.94% year-on-year in the first half of 2025 [3] - The overall gross profit margin of products has improved, indicating a positive recovery trend in business [2][3] - The company aims to maintain a robust order backlog and enhance product delivery capabilities with the completion of new production bases [6] Group 3: Market Opportunities and Strategies - The company is leveraging policy incentives for equipment upgrades, which are expected to accelerate the replacement of imported products with domestic alternatives [5] - The focus on AI and robotics in the amusement and cultural tourism sectors is part of the company's strategy to explore new industry layouts and develop intelligent products [3][7] - The company is actively participating in international exhibitions to expand its global market presence, despite potential challenges from geopolitical and economic factors [7] Group 4: Future Outlook - The company plans to continue its strategic focus on technological innovation, global expansion, quality improvement, and management efficiency to enhance market adaptability and development quality [4] - With the ongoing recovery in the cultural tourism market and increased consumer confidence, the company is well-positioned to capitalize on emerging opportunities [4][6]

Group 1 - The core viewpoint of the news is that Jinma Amusement has shown significant stock price growth and positive financial performance, indicating potential investment opportunities [1][2]. - As of September 19, Jinma Amusement's stock price increased by 177.16% year-to-date, with a recent 3.01% rise over the last five trading days and a 39.57% increase over the last 60 days [1]. - The company reported a net profit of 35.32 million yuan for the first half of 2025, representing a year-on-year growth of 132.69%, despite a slight decrease in revenue [2]. Group 2 - Jinma Amusement's main business segments include amusement facilities (71.82% of revenue), parts and maintenance (13.55%), ticket sales (11.25%), and other income sources [1]. - The company is categorized under the machinery equipment industry, specifically in specialized equipment, and is associated with various concept sectors such as tourism, virtual reality, and IP concepts [2]. - Since its A-share listing, Jinma Amusement has distributed a total of 83.50 million yuan in dividends, with 23.64 million yuan distributed over the past three years [3].