回转支承专业制造 证券代码：300850 证券简称：新强联 公告编号：2025-095 洛阳新强联回转支承股份有限公司 关于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、基本情况 洛阳新强联回转支承股份有限公司（以下简称"公司"）分别于 2025 年 10 月 10 日、2025 年 10 月 27 日召开第四届董事会第十八次会议和 2025 年第一次临时股东大会， 审议通过了《关于变更注册资本、注册地址、调整董事会成员结构及修订<公司章程>并 办理工商变更登记的议案》。具体内容详见公司分别于 2025 年 10 月 11 日、2025 年 10 月 27 日在巨潮资讯网（www.cninfo.com.cn）上披露的《关于变更注册资本、注册地址、 调整董事会成员结构及修订<公司章程>并办理工商变更登记的公告》（公告编号： 2025-078）、《2025 年第一次临时股东大会决议公告》（公告编号：2025-090）。 1、统一社会信用代码：9141030077798968XM 8、经营范围：大型回转支承的设计、制造；精密轴承的设计、 ...

Core Viewpoint - The wind power equipment sector experienced a decline of 1.87% on November 18, with New Strong Link leading the drop [1] Group 1: Market Performance - On the same day, the Shanghai Composite Index closed at 3939.81, down 0.81% [1] - The Shenzhen Component Index closed at 13080.49, down 0.92% [1] Group 2: Capital Flow - The wind power equipment sector saw a net outflow of 635 million yuan from main funds, while retail investors contributed a net inflow of 585 million yuan [2] - Speculative funds recorded a net inflow of approximately 50 million yuan [2]

Core Viewpoint - The stock of Xin Qiang Lian experienced a decline of 5.1%, trading at 48.43 yuan per share, with a total market capitalization of 20.054 billion yuan as of November 18 [1] Company Overview - Xin Qiang Lian is located in the Economic and Technological Development Zone of Xin'an County, Luoyang, Henan Province, and was established on August 3, 2005, with its listing date on July 13, 2020 [1] - The company specializes in the research, development, production, and sales of large slewing bearings and industrial forgings [1] Revenue Composition - The revenue breakdown of Xin Qiang Lian is as follows: - Wind power products: 75.84% - Locking discs: 7.26% - Others: 6.23% - Forgings: 6.05% - Shield tunneling machine products: 1.49% - Offshore equipment: 1.39% - Power: 1.15% - Other bearing products: 0.42% - Couplings: 0.10% - Gearbox bearing products: 0.03% - Wind turbine generator transmission components: 0.03% [1] Fund Holdings - E Fund's fund, E Fund CSI 1000 Quantitative Enhancement A (017094), holds 67,100 shares of Xin Qiang Lian, accounting for 0.43% of the fund's net value, ranking as the seventh largest holding [2] - The fund has reported a floating loss of approximately 174,500 yuan as of the latest data [2] Fund Performance - E Fund CSI 1000 Quantitative Enhancement A was established on April 25, 2023, with a current scale of 311 million yuan [2] - Year-to-date return is 39.31%, ranking 979 out of 4212 in its category; the one-year return is 38.87%, ranking 815 out of 3956; and since inception, the return is 40.69% [2]

Group 1: Industry Development - Liu Ning emphasized the importance of innovation-driven development in the bearing equipment industry cluster in Xin'an County, highlighting the application of bearing products in wind power and marine engineering [3] - The company Luoyang Beibo High-end Equipment Co., Ltd. produces glass deep processing equipment that is exported globally, showcasing the potential for high-end manufacturing [3] - The focus on building a modern industrial system includes strengthening key technology breakthroughs and enhancing the competitiveness of the industrial chain [3] Group 2: Aerospace and New Materials - At the Luoyang Aerospace Equipment Intelligent Innovation Industrial Park, Liu Ning discussed the development of the aerospace equipment industry and the importance of integrating resources and promoting innovation [4] - Luoyang Hanghui New Materials Co., Ltd. is recognized as a national-level "little giant" enterprise specializing in high-end titanium alloy materials, indicating a strong focus on advanced manufacturing technologies [4] - The emphasis on developing strategic emerging industries, such as new materials, aligns with national strategic needs and aims to enhance technological research and application scenarios [4] Group 3: Cultural Heritage and Tourism - Liu Ning visited the Qiantang Zhizhai Museum to assess the preservation and utilization of cultural relics, stressing the importance of protecting and promoting Chinese cultural heritage [4] - The integration of cultural heritage with tourism is seen as a vital area for development, aiming for creative transformation and innovative development of intangible cultural heritage [4] Group 4: Economic and Social Development - The focus on the "1+2+4+N" target task system aims to enhance the integration of technological and industrial innovation, strengthening county-level leading industries [5] - The goal is to improve the quality of industrial park construction and ensure the successful completion of annual objectives, contributing to the overall economic development strategy [5]

证券代码：300850 证券简称：新强联 公告编号：2025-094 洛阳新强联回转支承股份有限公司 关于控股股东减持股份触及 1%及 5%整数倍 暨披露简式权益变动报告书的提示性公告 控股股东、实际控制人肖争强先生及肖高强先生保证向本公司提 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。 回转支承专业制造 特别提示： 1、本次权益变动系洛阳新强联回转支承股份有限公司（以下简称"公司"）控股 股东、实际控制人肖争强先生及肖高强先生减持股份所致，合计持股比例由 30.52%降 至 30.00%，不触及要约收购。 2、本次权益变动不会导致公司控制权发生变更，不会对公司治理结构及持续性经 营产生重大影响。 3、本次权益变动后，公司控股股东、实际控制人肖争强先生持有公司股份 62,411,895 股，占公司总股本的比例为 15.07%；肖高强先生持有公司股份 61,813,805 股，占公司 总股本的比例为 14.93%。 公司于 2025 年 8 月 22 日披露了《关于控股股东、实际控制人减持股份预披露公告》 （公告编号： ...

Core Viewpoint - The announcement from Xin Qiang Lian indicates that the increase in total share capital is due to the conversion of convertible bonds, leading to a dilution of the shareholding percentage of the controlling shareholders, which remains above the threshold for mandatory tender offers [1] Group 1 - The total share capital of the company has increased due to the conversion of convertible bonds [1] - The shareholding percentage of the controlling shareholders, Mr. Xiao Zhengqiang and Mr. Xiao Gaoqiang, has decreased from 31.89% to 30.52% [1] - This change does not trigger a mandatory tender offer and will not affect the company's governance structure or ongoing operations [1]

Summary of Key Points Core Viewpoint - The recent block trading activity of Xin Qiang Lian indicates significant institutional interest, with a notable discount to the market price, suggesting potential investment opportunities [2][3]. Trading Activity - On November 12, Xin Qiang Lian experienced 16 block trades totaling 1.3578 million shares, with a transaction value of 59.9741 million yuan, at a price of 44.17 yuan, reflecting a discount of 10.71% compared to the closing price [2][3]. - Over the past three months, the stock has seen a total of 69 block trades, amounting to 233 million yuan [2]. Market Performance - The closing price of Xin Qiang Lian on November 12 was 49.47 yuan, marking a 3.54% increase, with a turnover rate of 8.63% and a total trading volume of 1.259 billion yuan [2]. - The stock has experienced a cumulative decline of 1.43% over the past five days, with a net outflow of 141 million yuan during the same period [2]. Financing and Ratings - The latest margin financing balance for Xin Qiang Lian stands at 649 million yuan, with a slight increase of 302,000 yuan, representing a growth of 0.05% over the past five days [3]. - Two institutions have provided ratings for the stock in the last five days, with Guotai Junan Securities setting the highest target price at 62.68 yuan as of November 10 [3].

Summary of Key Points Core Viewpoint - The A-share market experienced significant block trading activity on November 12, with a total transaction volume of 1.91 billion yuan across 66 stocks, indicating notable investor interest in specific companies [1]. Group 1: Trading Activity - The top three companies by transaction volume were Huali Group (974 million yuan), Century Huato (111 million yuan), and Chunfeng Power (77.24 million yuan) [1]. - A total of 10 stocks were traded at par value, 9 stocks at a premium, and 47 stocks at a discount [1]. Group 2: Premium and Discount Rates - The stocks with the highest premium rates were Tom Cat (18.6%), Beijing Bank (9.77%), and AVIC Chengfei (9.04%) [1]. - The stocks with the highest discount rates were Tengya Precision (23.88%), Lexin Technology (20.22%), and Wens Foodstuff (19.27%) [1]. Group 3: Institutional Buying and Selling - The ranking of institutional buying was led by Huali Group (974 million yuan), followed by Century Huato (111 million yuan) and Chunfeng Power (77.24 million yuan) [2]. - The top stocks sold by institutional investors included Century Huato (111 million yuan), followed by Hengrui Medicine (36.02 million yuan) and Haowei Group (26.44 million yuan) [2].

洛阳新强联回转支承股份有限公司 关于控股股东持股比例被动稀释及减持股份触及 1%整数倍的 提示性公告 回转支承专业制造 证券代码：300850 证券简称：新强联 公告编号：2025-093 控股股东、实际控制人肖争强先生及肖高强先生保证向本公司提 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： 1、本次权益变动系洛阳新强联回转支承股份有限公司（以下简称"公司"）可转 换公司债券转股导致公司总股本增加，公司控股股东、实际控制人肖争强先生及肖高强 先生持股比例被动稀释以及公司控股股东、实际控制人肖争强先生及肖高强先生减持股 份所致，合计持股比例由 31.89%降至 30.52%，不触及要约收购。 2、本次权益变动不会导致公司控股股东及实际控制人发生变化，不会对公司治理 结构及持续经营产生影响。 3、本次权益变动后，公司控股股东、实际控制人肖争强先生持有公司股份 63,515,195 股，占公司总股本的比例为 15.34%；肖高强先生持有公司股份 62,875,305 股，占公司 总股本的比例为 15.18%。 ...

Market Overview - The wind power equipment sector experienced a decline of 2.86% on November 12, with Hewei Electric leading the drop [1] - The Shanghai Composite Index closed at 4000.14, down 0.07%, while the Shenzhen Component Index closed at 13240.62, down 0.36% [1] Individual Stock Performance - Changyou Technology (301557) saw a closing price of 98.43, with an increase of 3.83% and a trading volume of 11,000 hands, totaling 107 million yuan [1] - New Qianglian (300850) closed at 49.47, up 3.54%, with a trading volume of 259,600 hands, amounting to 1.259 billion yuan [1] - Haile Wind Power (301155) had a closing price of 87.62, with a slight increase of 0.07% and a trading volume of 28,900 hands, totaling 251 million yuan [1] - Other notable declines included Buwang Electric (603063) down 5.09% and Taisheng Wind Energy (300129) down 4.80% [2] Capital Flow Analysis - The wind power equipment sector saw a net outflow of 884 million yuan from main funds, while retail investors contributed a net inflow of 774 million yuan [2] - The individual stock capital flow indicated that Haile Wind Power (301155) had a main fund net outflow of 59.99 million yuan, while retail investors contributed a net inflow of 51.89 million yuan [3] - New Qianglian (300850) experienced a main fund net inflow of 10.55 million yuan, with a slight retail net outflow of 11.27 million yuan [3]