回转支承专业制造 证券代码：300850 证券简称：新强联 公告编号：2025-082 债券代码：123161 债券简称：强联转债 洛阳新强联回转支承股份有限公司 第四届监事会第十次会议决议公告 本公司及监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。 一、监事会会议召开情况 洛阳新强联回转支承股份有限公司（以下简称"公司"）第四届监事会第十次会议 （以下简称"本次会议"）于 2025 年 10 月 10 日上午 10：00 以现场会议方式召开，现 场会议的会议地点在公司四楼会议室，本次会议通知于 2025 年 9 月 30 日以专人通知方 式送达全体监事。本次会议由公司监事会主席姚虎先生召集和主持，本次会议应到监事 3 人，实到 3 人。 本次会议的召集、召开程序符合有关法律、法规、部门规章、规范性文件和《公司 章程》的规定。 二、监事会会议审议情况 与会监事对本次会议需审议的议案进行了充分讨论，审议通过了以下议案： （一）审议通过《关于调整公司架构并废止<监事会议事规则>的议案》 根据《中华人民共和国公司法》《关于新<公司法>配套制度规则实施相关过渡期安 排》《上市 ...

回转支承专业制造 | 证券代码：300850 | 证券简称：新强联 | 公告编号：2025-076 | | --- | --- | --- | | 债券代码：123161 | 债券简称：强联转债 | | 洛阳新强联回转支承股份有限公司 第四届董事会第十八次会议决议公告 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。 一、董事会会议召开情况 洛阳新强联回转支承股份有限公司（以下简称"公司"）第四届董事会第十八次会 议（以下简称"本次会议"）于 2025 年 10 月 10 日上午 9：00 以现场会议方式召开， 现场会议的会议地点在公司四楼会议室，本次会议通知于 2025 年 9 月 30 日以电话通知、 电子通讯通知、专人通知等方式送达全体董事。本次会议由公司董事长肖争强先生召集 和主持，本次会议应到董事 6 人，实到 6 人。公司监事和高级管理人员列席了本次会议。 本次会议的召集、召开程序符合有关法律、法规、部门规章、规范性文件和《公司 章程》的规定。 二、董事会会议审议情况 与会董事对需审议的议案进行了充分讨论，相关议案审议和表决情况如下： （一）审议通过 ...

Core Insights - A total of 86 stocks on the Shanghai, Shenzhen, and Beijing exchanges have experienced net inflows of main funds for five consecutive days or more as of October 10 [1] - The stock "寒武纪-U" has seen the longest streak of net inflows, with 32 consecutive days and a total net inflow of 4.377 billion [1] - "振德医疗" ranks second with 10 consecutive days of net inflows [1] Summary by Category Main Fund Inflows - "寒武纪-U" has the highest total net inflow amounting to 4.377 billion over 32 days, with a net inflow ratio of 0.72% and a cumulative increase of 33.52% [1] - "上海电力" follows with a net inflow of 1.521 billion over 6 days, achieving a cumulative increase of 32.91% [1] - "农业银行" and "万华化学" also show significant inflows, with net inflows of 1.078 billion and 540 million respectively over 6 and 7 days [1] Performance Metrics - "国电南自" has the highest net inflow ratio at 14.99% over 5 days, with a cumulative increase of 18.03% [1] - "振德医疗" has a cumulative increase of 40.10% over 10 days, indicating strong performance alongside its net inflow of 424 million [1] - Other notable stocks include "白银有色" with a cumulative increase of 35.11% and "东吴证券" with a 7.07% increase over 5 days [1]

Core Insights - The wind power equipment sector experienced a decline of 0.61% on October 10, with Pangu Intelligent leading the drop [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Jixin Technology (601218) saw a closing price of 6.41, with an increase of 5.60% and a trading volume of 3.34 million shares, totaling a transaction value of 2.11 billion [1] - Weili Transmission (300904) closed at 93.52, up 4.46%, with a trading volume of 52,600 shares and a transaction value of 474 million [1] - Other notable performers included Tianneng Heavy Industry (300569) with a closing price of 6.91, up 4.22%, and Xinqianglian (300850) at 45.41, up 2.95% [1] Capital Flow - The wind power equipment sector saw a net outflow of 71.41 million from institutional investors, while retail investors experienced a net outflow of 39.5 million [2] - Conversely, speculative funds recorded a net inflow of 466 million [2] Individual Stock Capital Flow - Jixin Technology (601218) had a net inflow of 14.4 million from institutional investors, but a net outflow of 31.73 million from retail investors [3] - Daqian Heavy Industry (002487) reported a net inflow of 85.22 million from institutional investors, while retail investors faced a net outflow of 168 million [3] - Hengrun Co. (603985) experienced a net inflow of 46.06 million from institutional investors, with a net outflow of 47.99 million from retail investors [3]

Core Viewpoint - The wind power equipment sector has become active again, with significant stock price increases for several companies, indicating a positive trend in the industry [1] Group 1: Company Performance - Jixin Technology has reached its daily limit increase in stock price [1] - Other companies such as Guoda Special Materials, Daikin Heavy Industries, Xinqiang Lian, Mingyang Smart Energy, and Electric Wind Power have also seen their stock prices rise [1]

Core Viewpoint - The performance of the Zhongzheng 1000 ETF Enhanced (561280) has shown a slight decline at the opening, with a reported drop of 0.33% to 1.517 yuan, indicating market volatility and investor sentiment towards the fund's holdings [1] Group 1: Fund Performance - The Zhongzheng 1000 ETF Enhanced (561280) has a performance benchmark based on the Zhongzheng 1000 Index return [1] - Since its establishment on August 31, 2023, the fund has achieved a return of 52.12% [1] - Over the past month, the fund has recorded a return of 5.46% [1] Group 2: Major Holdings - Key stocks in the fund include Xiangdian Co., which opened down 0.55%, and Haoyuan Pharmaceutical, which fell by 1.15% [1] - Other notable stocks include Xinqianglian, which rose by 0.43%, and Chujian New Materials, which increased by 0.40% [1] - The fund also holds shares in Nanwei Software, Zhenlei Technology, and Hongsoft Technology, with varying performance [1]

证券代码：300850 证券简称：新强联 公告编号：2025-075 债券代码：123161 债券简称：强联转债 洛阳新强联回转支承股份有限公司 关于 2025 年第三季度可转换公司债券转股情况的公告 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、强联转债（债券代码：123161）转股期为2023年4月17日至2028年10月10日；最 新转股价为21.80元/股。 2、2025年第三季度，共有7,234,361 张强联转债完成转股 (票面金额共计 723,436,100元），合计转成33,183,573股新强联股票（股票代码：300850）。 回转支承专业制造 3、截至2025年第三季度末，强联转债剩余票面总金额为1,358,600元。 根据《深圳证券交易所创业板股票上市规则》和《深圳证券交易所上市公司自律监 管指引第15号——可转换公司债券》的有关规定，洛阳新强联回转支承股份有限公司（以 下简称"公司"）现将2025年第三季度可转换公司债券（以下简称"强联转债"）转股 及公司总股本变化情况公告如下： 一、可转换公司债券基本情况 （一）可转 ...

Core Insights - The wind power industry in China is experiencing significant growth, with a notable increase in installed capacity and project bidding activity [2][5][6] Industry News - As of August 2025, China's newly installed wind power capacity reached 4.17 GW, a year-on-year increase of 13%, with a total installed capacity of 579.01 GW, accounting for 15.7% of total power generation capacity [2] - From January to August 2025, the newly installed capacity was 57.84 GW, reflecting a substantial year-on-year growth of 72.1% [2] - The cumulative public bidding capacity for wind turbines in 2025 is 71.7 GW, a decrease of 13% compared to previous years [2] - The average winning bid price for onshore wind turbines (excluding towers) in 2025 is 1,533 CNY/kW [2] Market Performance - The wind power sector has seen a general increase in stock prices, with the top three performing segments being complete machines (+15.1%), towers (+13.4%), and submarine cables (+10.2%) [4] - Notable individual stock performances include Mingyang Smart Energy (+26.3%), Oriental Cable (+22.7%), and Xinqianglian (+22.7%) [4] Industry Outlook - The first half of 2025 marks the commencement of major offshore wind projects in Jiangsu and Guangdong, with expectations for significant policy developments in the second half of the year [5] - The offshore wind installation is projected to exceed 20 GW annually during the 14th Five-Year Plan period, significantly surpassing previous levels [5] - The onshore wind sector is anticipated to reach a historical high of 100 GW in installed capacity for 2025 [6] Investment Recommendations - The company suggests focusing on three main areas: leading companies in export layouts for piles and submarine cables, domestic manufacturers with improving profitability and accelerating exports, and component manufacturers benefiting from increased volume and profit in 2025 [7] - Recommended companies include Goldwind Technology, Oriental Cable, and others [7]

Market Performance - The wind power equipment sector increased by 1.35% on September 29, with Jixin Technology leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Top Gainers in Wind Power Equipment - Jixin Technology (601218) closed at 6.24, up 10.05% with a trading volume of 1.6958 million shares and a transaction value of 1.047 billion [1] - Weili Transmission (300904) closed at 85.80, up 8.24% with a trading volume of 69,600 shares and a transaction value of 599 million [1] - Haili Wind Power (301155) closed at 98.38, up 5.92% with a trading volume of 59,600 shares and a transaction value of 568 million [1] Other Notable Performers - Mingyang Smart Energy (601615) closed at 16.19, up 4.25% with a trading volume of 1.7145 million shares and a transaction value of 2.735 billion [1] - New Strong Union (300850) closed at 42.40, up 4.10% with a trading volume of 365,400 shares and a transaction value of 1.536 billion [1] Decliners in Wind Power Equipment - Tianneng Heavy Industry (300569) closed at 6.42, down 3.89% with a trading volume of 977,100 shares and a transaction value of 632 million [2] - Electric Wind Power (688660) closed at 22.66, down 3.00% with a trading volume of 484,900 shares and a transaction value of 1.117 billion [2] Capital Flow Analysis - The wind power equipment sector experienced a net outflow of 560 million from main funds, while retail investors saw a net inflow of 498 million [2] - The sector's overall capital flow indicates a mixed sentiment among institutional and retail investors [2] Individual Stock Capital Flow - Hewa Electric (603063) had a main fund net inflow of 70.41 million, while retail investors had a net outflow of 18.48 million [3] - Zhenjiang Co. (603507) saw a main fund net inflow of 57.84 million, with a significant retail outflow of 46.41 million [3]

Core Viewpoint - The company XinQiangLian (300850) has announced that the "QiangLian Convertible Bonds" have ceased trading, urging investors to convert their bonds within the specified period [1] Summary by Relevant Sections - **Convertible Bonds Information** - The last conversion date for the "QiangLian Convertible Bonds" is September 30, with investors able to convert their bonds before market close on that date [1] - After market close on September 30, any unconverted "QiangLian Convertible Bonds" will be forcibly redeemed at a price of 100.99 yuan per bond, which includes accrued interest at an annual rate of 1.00%, with the interest being tax-inclusive [1] - Investors who do not convert their bonds may face potential losses due to the forced redemption [1]