证券代码：300817 证券简称：双飞集团 公告编号：2025-035 双飞无油轴承集团股份有限公司 关于公司董事会秘书变更的公告 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。并对其内容的真实性、准确性和完整性承担 个别及连带责任。 一、董事会秘书辞职情况 双飞无油轴承集团股份有限公司（以下简称公司）近日收到公司董事会秘书浦四金 先生的辞职报告。浦四金先生因个人原因申请辞去公司董事会秘书职务，辞职报告自送 达董事会之日起生效。辞职后浦四金先生继续担任党委副书记、工会主席、董事职务。 浦四金先生担任公司董事会秘书期间恪尽职守、勤勉尽责，为促进公司健康稳定发展发 挥重要积极作用。公司及公司董事会对浦四金先生在任职期间为公司发展所做的贡献表 示衷心感谢！ 关规定，不存在《公司法》和《公司章程》等所规定的不适合担任公司高级管理人员的 情形。 三、董事会秘书联系方式 联系地址：浙江省嘉兴市嘉善县干窑镇宏伟北路 18 号 特此公告！ 双飞无油轴承集团股份有限公司董事会 2025 年 7 月 30 日 邮政编码：314107 联系电话：0573-84518146 传真号码 ...

证券代码：300817 证券简称：双飞集团 公告编号：2025-034 双飞无油轴承集团股份有限公司 关于公司股东股份减持计划实施完毕的公告 公司股东嘉善顺飞股权投资管理有限公司、嘉善腾飞股权投资管理有限公司保证向 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。 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。 双飞无油轴承集团股份有限公司（以下简称"公司"）于2025年6月17日在巨潮 资讯网（(http://www.cninfo.com.cn)）披露了《关于公司股东减持股份预披露公告 》（公告编号：2025-031）。持有公司10,526,910股（占本公司总股本比例4.8223%） 的股东嘉善顺飞股权投资管理有限公司（以下简称"顺飞投资"）因自身资金需求， 计划在本公告披露之日起15个交易日后的3个月内以集中竞价方式减持其持有的本公 司股份不超过900,000股，占本公司总股本的0.4123%。持有本公司7,949,550股（占 本公司总股本比例3.6416%）的股东嘉善腾飞股权投资管理有限公司（以下简称"腾 飞投资"）因自身资金需求，计划在本公告披露之日起 ...

Group 1 - Fumiao Technology signed a strategic cooperation agreement with New Hu Textile to advance technology development and market expansion in the textile dyeing industry [1] - Fumiao Technology's shareholder, Feixiang Chemical, transferred 6.1076 million shares at a price of 16.38 yuan per share, representing 5% of the company's total shares [1] - Huaitian Thermal Power was recommended as the owner of a 700,000 kW wind power project, aligning with local government policies for investment strategy [1][2] Group 2 - Beiyinmei's controlling shareholder applied for pre-restructuring due to liquidity issues, holding 1.33 billion shares, 98.85% of which are pledged or frozen [3] - *ST Songfa's subsidiary signed a contract for the construction of two LNG dual-fuel oil tankers, expected to positively impact future performance [4] - Hongming Technology terminated a major asset restructuring plan to acquire 83% of Shenzhen Chisu Automation Equipment due to failure to reach an agreement [18] Group 3 - Guoxiang Technology's controlling shareholder plans to transfer 4 million shares at a price of 44.14 yuan per share, representing 5% of the total shares [20] - Longpin Puzhi's controlling shareholder is set to change to Changjiang Guomao after transferring 72.239 million shares at 12.42 yuan per share, totaling 1.046 billion yuan [28] - Hanwujing adjusted its 2025 fundraising plan to raise up to 3.985 billion yuan for AI chip platform projects and working capital [31]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets have announced significant developments, including changes in control, asset sales, investments, and performance forecasts, which may present investment opportunities and risks for investors. Group 1: Control Changes and Major Transactions - Helen Piano's actual controllers are planning a change in control, leading to a suspension of trading starting July 18, 2025, for up to two trading days [3] - Tiger Medical is selling 95.09% of its stake in Lixin Pharmaceutical for approximately $34.11 million [4] - ST Lifan announced that its operational situation has not changed significantly despite a stock price fluctuation of 42.54% over two trading days [9] Group 2: Investments and Acquisitions - Sdic plans to invest approximately 509 million yuan in expanding its high-end functional film production capacity [5] - Dongfang Yuhong's subsidiary intends to acquire 100% of Chile's Construmart for about $123 million [6] - Huaitian Thermal Power has been recommended as the owner of a 700,000 kW wind power project, aligning with its investment strategy [7] Group 3: Performance Announcements - Hangzhou Bank reported a net profit of 11.662 billion yuan for the first half of the year, a year-on-year increase of 16.67% [14] - Tuojing Technology expects a net profit increase of 101% to 108% in Q2 2025, driven by new product breakthroughs [15] - Weicheng Bio anticipates a net profit of 30.06 million yuan for the first half of 2025, reversing a loss from the previous year [17] Group 4: Contracts and Strategic Partnerships - State Grid Information won contracts totaling 966 million yuan from the State Grid Corporation [21] - Beizhi Technology signed a contract worth 164 million yuan with a major client [22] - Mould Technology received a project letter of intent for exterior parts with an expected total sales of 2.044 billion yuan [23] Group 5: Shareholding Changes - Huasheng Lithium plans to reduce its shareholding by up to 2.24% [25] - Yutai Micro's shareholder intends to reduce holdings by up to 3% due to personal funding needs [26] - Alter's controlling shareholder plans to reduce holdings by up to 3% [27]

双飞集团（300817）公告，公司实际控制人之一顾美娟女士计划在公告披露之日起15个交易日后的3个 月内以集中竞价方式减持公司股份80万股，占公司总股本的0.3665%。顾美娟女士目前持有公司738.72 万股，占公司总股本的3.3840%。本次减持计划符合相关法律法规和规范性文件的规定，不会对公司治 理结构、股权结构及未来持续经营产生重大影响，也不会导致公司控制权发生变更。 ...

证券代码：300817 证券简称：双飞集团 公告编号：2025-033 双飞无油轴承集团股份有限公司 关于公司实际控制人之一减持股份预披露公告 本公司实际控制人之一顾美娟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。 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。 特别提示： 持有双飞无油轴承集团股份有限公司（以下简称"公司"或"本公司"）股份7,387,200 股（占本公司总股本比例3.3840%）的实际控制人之一顾美娟女士计划在本公告披露之日起15 个交易日后的3个月内以集中竞价方式减持本公司股份800,000股（占本公司总股本比例 0.3665%）。 一、本次拟减持股东的基本情况 | 序号 | 股东名称 | 持股数量(股） | 占公司总股本比例（%） | | --- | --- | --- | --- | | 1 | 顾美娟 | 7,387,200 | 3.3840 | 5、减持方式：集中竞价； 6、减持数量、占公司总股本的比例： | 序号 | 股东名称 | 减持数量（股） | 占总股本比例（%） | | --- | --- | --- | - ...

Industry Overview - The dynamic pressure oil film sliding bearing is widely used in high-end equipment across industries such as power, petrochemical, and metallurgy due to its excellent wear resistance, load capacity, and service life [1][12] - The market demand for dynamic pressure oil film sliding bearings is continuously increasing, driven by the rapid development of downstream industries, particularly in energy, transportation, metallurgy, and chemical sectors [1][12] - The market size of China's dynamic pressure oil film sliding bearing industry is projected to reach approximately 4.428 billion yuan in 2024, representing a year-on-year growth of 7.14% [1][12] Industry Development History - The development of China's dynamic pressure oil film sliding bearing industry has gone through three main stages: the initial stage from the mid-1950s to the late 1970s, the domestic production phase from the 1980s to the 1990s, and the industrialization phase from the early 21st century to the present [4][5] - The industry began with the successful trial production of the first oil film bearing in 1958, marking a significant leap from non-production to production capabilities [4] - The 21st century has seen a surge in demand for dynamic pressure oil film sliding bearings due to rapid advancements in industrial automation and energy generation [5] Industry Chain - The upstream of the dynamic pressure oil film sliding bearing industry includes raw materials and components such as special steel, alloy materials, and lubricants [8] - The midstream involves the production and manufacturing of dynamic pressure oil film sliding bearings [8] - The downstream applications span across energy generation, industrial drives, petrochemical, and shipbuilding industries [8] Current Industry Status - The sliding bearing market in China is expected to reach a production value of 20.61 billion yuan in 2024, with a year-on-year growth of 2.44% [10] - The automotive industry's recovery is injecting strong momentum into the sliding bearing market, with production and sales of automobiles projected to reach 31.282 million and 31.436 million units, respectively, in 2024, reflecting year-on-year growth of 3.7% and 4.5% [10] - The rapid development of wind power, aerospace, and engineering machinery further expands the application scenarios for sliding bearings [10] Key Enterprises - The competitive landscape of China's dynamic pressure oil film sliding bearing industry features leading enterprises like Chongde Technology, which holds 28 core technologies and leads 14 national standards [14] - Chongde Technology has gained recognition from international giants such as Siemens and GE, establishing a leading global market share [6] - Other notable companies include Shinke Co., Ltd. and Changsheng Bearings, which represent the fragmented competition in the mid-to-low-end market [14][17] Industry Development Trends - The industry is undergoing a high-end transformation driven by technological innovation, with companies focusing on breakthroughs in materials, lubrication, and manufacturing processes [19] - Market demand is increasingly concentrated in the fields of new energy and industrial upgrades, particularly in wind power and nuclear power sectors [21] - National policies supporting high-end equipment manufacturing are accelerating the integration of the industry, with a trend towards domestic substitution and increased industry concentration [22]

名称：金华市双飞程凯合金材料有限公司 证券代码：300817 证券简称：双飞集团 公告编号：2025-032 双飞无油轴承集团股份有限公司 关于控股子公司完成工商变更登记的公告 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。 双飞无油轴承集团股份有限公司（以下简称"公司"或"双飞集团"）子公 司金华市双飞程凯合金材料有限公司（以下简称"双飞程凯"）因经营管理需要， 对经营范围进行了变更，其他信息不变。具体信息如下： | 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 经营范围 | 一般项目：有色金属合金制 | 一般项目：有色金属合金制 | | | 造；有色金属合金销售；轴承 | 造；有色金属合金销售；轴承 | | | 制造；轴承销售(除依法须经批 | 制造；轴承销售；再生资源加 | | | 准的项目外，凭营业执照依法 | 工；再生资源销售(除依法须经 | | | 自主开展经营活动)。 | 批准的项目外，凭营业执照依 | | | | 法自主开展经营活动)。 | 近日，双飞程凯已完成工商变更登记手续并收到金华市市场监督管理局核发 ...

Mergers and Acquisitions - Conch New Materials plans to acquire 80% of Kangning Special Environmental Technology Co., Ltd. and 100% of Zhengzhou Kangning Special Environmental Engineering Technology Co., Ltd. for a total transaction price of approximately 186 million yuan, with final pricing subject to adjustments based on asset valuations at the time of management transfer [1] - BOE Technology Group intends to acquire 30% of Xianyang Rainbow Optoelectronics Technology Co., Ltd. through a public bidding process, with a starting price of 4.849 billion yuan [2] - Wutong Holdings aims to purchase 20% of Suzhou Wutong Intelligent Electronics Co., Ltd. for 84 million yuan to enhance its smart manufacturing business [3] Shareholding Changes - SITW announced that the National Integrated Circuit Industry Investment Fund II has reduced its shareholding from 7.35% to 6.99% after selling 1.45 million shares [4] - Double Fly Group's shareholders plan to collectively reduce their holdings by no more than 210,000 shares, with specific reductions of 90,000 shares and 120,000 shares from two different shareholders [5] - Lixing Co., Ltd. executives plan to reduce their holdings by a total of 218,000 shares, with individual reductions of 88,000 shares, 65,000 shares, and 65,000 shares [6]

Group 1 - The company Shuangfei Group (300817) announced that shareholder Jiaxing Shunfei Equity Investment Management Co., Ltd. plans to reduce its holdings by no more than 900,000 shares, accounting for 0.4123% of the company's total share capital [1] - Another shareholder, Jiaxing Tengfei Equity Investment Management Co., Ltd., plans to reduce its holdings by no more than 1.2 million shares, representing 0.5497% of the company's total share capital [1] - The reason for the reduction is due to the shareholders' own funding needs, and the method of reduction will be through centralized bidding, with the reduction period set for three months starting from 15 trading days after the announcement [1]