致：洛阳新强联回转支承股份有限公司 上海市广发律师事务所（以下简称"本所"）接受洛阳新强联回转支承股份 有限公司（以下简称"发行人"或"公司"）的委托，作为发行人公开发行可转 换公司债券（以下简称"本次可转债"）工作的专项法律顾问，根据《中华人民 共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称 "《证券法》"）、《可转换公司债券管理办法》（以下简称"《可转债管理办法》"）、 《深圳证券交易所创业板股票上市规则》《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》（以下简称"《自律监管指引第 15 号》"）等 国家有关法律、法规、规范性文件的规定，按照律师行业公认的业务标准、道德 规范和勤勉尽责精神，就本次可转债赎回事项（以下简称"本次赎回"）出具法 律意见书。 第一部分 引 言 本所及经办律师依据《公司法》《证券法》及《可转债管理办法》《深圳证券 交易所创业板股票上市规则》《自律监管指引第 15 号》《律师事务所从事证券法 律业务管理办法》《律师事务所证券法律业务执业规则（试行）》等有关法律、法 规和规范性文件的有关规定及本法律意见书出具日以前已经发生或者存在的 ...

| 证券代码：300850 | 证券简称：新强联 | 公告编号：2025-051 | | --- | --- | --- | | 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 第四届董事会第十七次会议决议公告 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"）第四届董事会第十七次会 议（以下简称"本次会议"）于 2025 年 9 月 3 日下午 15：00 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 8 月 29 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。 回转支承专业制造 上海市广发律师事务所出具了关于公司提前赎回可转换公司债券的法律意见。 具体内容详见公司同日披露在巨潮资讯网（ ...

Core Viewpoint - New Strong Link has experienced a significant increase in stock price this year, but recent trading shows a decline, indicating potential volatility in the market [1][2]. Company Overview - New Strong Link, established on August 3, 2005, and listed on July 13, 2020, is located in the Economic and Technological Development Zone of Xin'an County, Luoyang, Henan Province. The company specializes in the research, production, and sales of large slewing bearings and industrial forgings [1]. - The company's main business revenue composition includes: wind power products (75.84%), locking discs (7.26%), and other categories such as forgings (6.05%) and shield machine products (1.49%) [1]. Financial Performance - For the first half of 2025, New Strong Link achieved operating revenue of 2.21 billion yuan, representing a year-on-year growth of 108.98%. The net profit attributable to shareholders reached 400 million yuan, with a remarkable year-on-year increase of 496.60% [2]. - Since its A-share listing, New Strong Link has distributed a total of 199 million yuan in dividends, with 104 million yuan distributed in the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for New Strong Link was 30,900, an increase of 20.33% compared to the previous period. The average circulating shares per person decreased by 9.40% to 8,660 shares [2]. - Among the top ten circulating shareholders, notable changes include a decrease in holdings by Noan Pioneer Mixed A and Hong Kong Central Clearing Limited, while Southern CSI 1000 ETF increased its holdings [3].

| 证券代码：300850 | 证券简称：新强联 | 公告编号：2025-050 | | --- | --- | --- | | 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 关于控股股东持股比例被动稀释触及 1%整数倍的提示性公告 2、本次控股股东、实际控制人持股比例被动稀释，不会使公司控股股东、实际控 制人发生变化，亦不会对公司治理结构及持续经营产生重大影响。 近日，因公司可转换公司债券"强联转债"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、肖高强先生合计持股比例由 34.78%被动稀释至 33.87%（以 截至 2025 年 9 月 1 日总股本 384,342,558 股计算），触及 1%整数倍。现将具体情况公 告如下： | 1.基本情况 | | | | | | | --- | --- | --- | --- | --- | --- | | 信息披露义务人一 | 肖争强 | | | | | | 住所 | 河南省洛阳市涧西区**** | | | | | | 信息披露义务人二 | 肖高强 | | | | | | 住所 | 河南省洛阳市西工区*** ...

回转支承专业制造 证券代码：300850 证券简称：新强联 公告编号：2025-049 债券代码：123161 债券简称：强联转债 2025 年 7 月 21 日，公司收到海通开元出具的《简式权益变动报告书》及《关于权 益变动至 5%以下并触及 1%整数倍的告知函》，获悉海通开元自 2025 年 6 月 18 日至 2025 年 7 月 17 日期间，通过集中竞价方式、大宗交易方式累计减持公司股份 3,808,400 股 （以截至 2025 年 7 月 17 日的总股本 380,902,307 股计算，占公司总股本比例 1.00%）， 本次权益变动后，海通开元持有公司股份数量为 19,045,097 股，占公司总股本（以截 洛阳新强联回转支承股份有限公司 关于原持股 5%以上股东减持计划提前终止暨实施情况的公告 原持股 5%以上股东海通开元投资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。 洛阳新强联回转支承股份有限公司（以下简称"公司"）原持股 5%以上股东海通开 元投资有限公司（以下简称"海通 ...

Core Viewpoint - New Strong Link has shown significant stock performance with a year-to-date increase of 90.98%, despite a slight decline of 1.52% in the last five trading days [1] Company Overview - New Strong Link, established on August 3, 2005, and listed on July 13, 2020, is located in the Economic and Technological Development Zone of Xin'an County, Luoyang, Henan Province. The company specializes in the research, production, and sales of large slewing bearings and industrial forgings [1] - The main revenue sources for New Strong Link include wind power products (75.84%), locking discs (7.26%), and other categories such as forgings (6.05%) and shield machine products (1.49%) [1] Financial Performance - For the first half of 2025, New Strong Link achieved a revenue of 2.21 billion yuan, representing a year-on-year growth of 108.98%. The net profit attributable to shareholders reached 400 million yuan, marking a substantial increase of 496.60% [2] - Since its A-share listing, New Strong Link has distributed a total of 199 million yuan in dividends, with 104 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, New Strong Link had 30,900 shareholders, an increase of 20.33% from the previous period. The average number of tradable shares per shareholder decreased by 9.40% to 8,660 shares [2] - The top ten circulating shareholders include notable funds such as Nuoan Pioneer Mixed A and Southern CSI 1000 ETF, with varying changes in their holdings [3]

Market Performance - On August 28, the wind power equipment sector rose by 1.58%, with Electric Wind Power leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Stock Performance - Electric Wind Power (688660) closed at 25.56, up 14.46%, with a trading volume of 943,800 shares and a transaction value of 2.304 billion [1] - Other notable performers included Zhonghuan Hailu (301040) at 39.60, up 12.66%, and He Wang Electric (603063) at 37.78, up 6.51% [1] - Conversely, Mingyang Smart Energy (601615) fell by 4.17% to 12.18, with a trading volume of 944,800 shares and a transaction value of 1.148 billion [2] Capital Flow - The wind power equipment sector experienced a net outflow of 429 million from institutional investors, while retail investors saw a net inflow of 400 million [2] - The table of capital flow indicates that He Wang Electric had a net inflow of 1.956 million from institutional investors, while Electric Wind Power had a net outflow of 2.302 million [3] Individual Stock Analysis - He Wang Electric (603063) had a net outflow of 1.956 million from institutional investors, with a retail net inflow of 1.255 million [3] - Electric Wind Power (688660) saw a net outflow of 2.302 million from institutional investors, with a retail net inflow of 203.85 million [3] - Overall, the capital flow data suggests varying levels of investor interest across different stocks within the wind power equipment sector [3]

来源：证券时报 半年报密集披露，机构最新持仓动向曝光!二季度社保基金新进股共有72只。 目前共有3077家公司已经公布半年报，前十大流通股东数据透露出机构行踪。证券时报•数据宝统 计显示，社保基金共现身313只股，调仓动向方面，二季度社保基金新进72股、增持79股、减持102 股，社保基金持股量保持不变的有60股。 社保基金新建仓股票中，从前十大流通股东名单中社保基金家数来看，社保基金家数最多的是苏 试试验，共有3家社保基金出现在前十大流通股东名单中，即全国社保基金六零二组合、全国社保基金 六零一组合、全国社保基金五零二组合，分别位列公司第5大、第7大、第10大流通股东，持股量合计 为1486.20万股，占流通股比例为2.94%。 从持股比例看，新进股中社保基金持有比例最多的是佰奥智能，持股量占流通股比例为7.23%， 其次是中触媒，社保基金持股比例为3.45%，持股比例居前的还有北鼎股份、苏试试验、史丹利等。 (责任编辑：叶景) 市场表现方面，社保基金新进股7月以来平均上涨20.22%，涨幅跑赢沪指。具体个股看，大元泵 业累计涨幅128.49%，是新进股中表现最好的，果麦文化、高澜股份等分别上涨87.48% ...

Company Overview - Xin Qiang Lian is located in the Economic and Technological Development Zone of Xin'an County, Luoyang City, Henan Province, and was established on August 3, 2005. The company was listed on July 13, 2020. Its main business involves the research, production, and sales of large slewing bearings and industrial forgings [1][2]. Financial Performance - For the first half of 2025, Xin Qiang Lian achieved operating revenue of 2.21 billion yuan, representing a year-on-year growth of 108.98%. The net profit attributable to shareholders reached 400 million yuan, a significant increase of 496.60% [2]. - Since its A-share listing, Xin Qiang Lian has distributed a total of 199 million yuan in dividends, with 104 million yuan distributed over the past three years [3]. Stock Performance - As of August 27, Xin Qiang Lian's stock price increased by 2.02%, reaching 36.81 yuan per share, with a total market capitalization of 14.02 billion yuan. The stock has risen by 93.55% year-to-date, although it has seen a decline of 4.34% over the past five trading days [1]. - The stock's trading volume on August 27 was 2.58 billion yuan, with a turnover rate of 2.65% [1]. Shareholder Information - As of June 30, 2025, Xin Qiang Lian had 30,900 shareholders, an increase of 20.33% from the previous period. The average number of circulating shares per person decreased by 9.40% to 8,660 shares [2]. - Notable changes in institutional holdings include a decrease in shares held by major shareholders such as Nuoan Pioneer Mixed A and Hong Kong Central Clearing Limited [3]. Business Segments - The company's main revenue sources include wind power products (75.84%), locking discs (7.26%), and other segments such as forgings (6.05%) and shield machine products (1.49%) [1]. - Xin Qiang Lian operates within the electric power equipment sector, specifically focusing on wind power equipment and components [2].

中国经济网北京8月25日讯 新强联(300850.SZ)近日发布关于控股股东、实际控制人减持股份预披露公 告。 新强联控股股东、实际控制人肖争强计划在自减持股份预披露公告披露之日起15个交易日后的三个月内 （2025年9月15日至2025年12月14日）以集中竞价方式减持新强联股份不超过2,338,493股（占新强联总 股本比例0.61%）、以大宗交易方式减持新强联股份不超过4,676,987股（占新强联总股本比例 1.23%）。 新强联控股股东、实际控制人肖高强计划在自减持股份预披露公告披露之日起15个交易日后的三个月内 （2025年9月15日至2025年12月14日）以集中竞价方式减持新强联股份不超过1,470,530股（占新强联总 股本比例0.39%）、以大宗交易方式减持新强联股份不超过2,941,060股（占新强联总股本比例 0.77%）。 肖争强持有新强联股份66,399,195股，占新强联总股本比例17.43%（以截至2025年8月21日的总股本 380,902,671股计算，下同）；肖高强持有新强联股份63,795,305股，占新强联总股本比例16.75%。 根据新强联披露的2024年年度报告， ...