一、本次现金管理的实施情况 证券代码:301003 证券简称:江苏博云 公告编号:2025-051 江苏博云塑业股份有限公司 关于使用闲置募集资金及自有资金进行现金管理的进展公告 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。 江苏博云塑业股份有限公司（以下简称"公司"）于 2025 年 3 月 26 日召开 了第三届董事会第二次会议、第三届监事会第二次会议，审议通过了《关于使用 闲置自有资金进行现金管理的议案》，同意公司使用不超过人民币 4.5 亿元（含 等值外币）的闲置自有资金进行现金管理，以提高资金使用效率和收益，为公司 及股东获取更多的回报。上述额度自 2024 年年度股东会审议通过之日起 12 个月 内有效，在前述额度和期限范围内可循环滚动使用。具体详见公司于 2025 年 3 月 28 日发布于巨潮资讯网（http://www.cninfo.com.cn）的《关于使用闲置自有资 金进行现金管理的公告》（公告编号：2025-020）。 江苏博云塑业股份有限公司（以下简称"公司"）于 2025 年 3 月 26 日召开 了第三届董事会第二次会议、第三届 ...

证券代码:301003 证券简称:江苏博云 公告编号:2025-050 江苏博云塑业股份有限公司 关于完成工商变更登记并换发营业执照的公告 一、变更后的工商登记信息 统一社会信用代码：913205827888919524 名称：江苏博云塑业股份有限公司 类型：股份有限公司（上市） 住所：苏州市张家港锦丰镇星火村（一照多址） 法定代表人：吕锋 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。 江苏博云塑业股份有限公司（以下简称"公司"）于 2025 年 3 月 26 日召开 了第三届董事会第二次会议、2025 年 4 月 24 日召开了 2024 年年度股东会，审 议通过了《关于变更注册资本并修订<公司章程>的议案》。具体内容详见公司在 巨潮资讯网（www.cninfo.com.cn）上披露的相关公告。 公司已于近日完成了上述工商变更登记并取得苏州市数据局换发的《营业执 照》。现将有关情况公告如下： 术开发、技术咨询、技术交流、技术转让、技术推广（除依法须经批准的项目外， 凭营业执照依法自主开展经营活动） 二、备查文件 1.《江苏博云塑业股份有限公司营业执照》 特 ...

证券代码:301003 证券简称:江苏博云 公告编号:2025-049 江苏博云塑业股份有限公司 关于持股 5%以上股东减持计划实施完成的公告 持股 5%以上股东陆士平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。 江苏博云塑业股份有限公司（以下简称"公司"或"江苏博云"）于 2025 年 4 月 24 日在巨潮资讯网（http://www.cninfo.com.cn）披露了《关于持股 5%以 上股东减持股份预披露的公告》（公告编号：2025-029）。公司持股 5%以上的 股东陆士平先生计划在上述公告披露之日起 15 个交易日后的 3 个月内，以集中 竞价方式减持持有公司股份不超过 971,333 股，即不超过公司总股本的 1%（总 股本已剔除公司回购股份）；以大宗交易方式减持持有公司股份不超过 1,942,666 股,即不超过公司总股本的 2%（总股本已剔除公司回购股份）。 公司于近日收到陆士平先生出具的《关于股份减持计划实施完成暨权益变动 的告知函》，截至目前，股东减持股份计划已实施完成。根据《上 ...

Group 1 - The company completed the cancellation of repurchased shares on July 4, 2025, totaling 1,920,010 shares [3][4] - The total amount spent on the repurchase was 39,960,541.22 yuan, with a maximum price of 22.61 yuan per share and a minimum price of 19.05 yuan per share [2] - The repurchase accounted for 1.94% of the company's total share capital [2] Group 2 - The company decided to change the purpose of the repurchased shares from "employee stock ownership plan or equity incentive" to "cancellation and reduction of registered capital" [2][3] - Following the cancellation, the total share capital decreased from 99,053,333 shares to 97,133,323 shares [3] - The proportion of restricted shares increased from 22.74% to 23.19%, while unrestricted shares decreased from 77.26% to 76.81% [3]

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。 证券代码:301003 证券简称:江苏博云 公告编号:2025-048 江苏博云塑业股份有限公司 关于回购股份注销完成暨股份变动的公告 特别提示： 1、本次注销的回购股份数量为 1,920,010 股，占注销前公司总股本的比例为 1.94%，本次注销完成后，公司总股本由 99,053,333 股变更为 97,133,323 股。 2、经中国证券登记结算有限责任公司深圳分公司确认，公司本次 1,920,010 股回购股份注销事宜已于 2025 年 7 月 4 日办理完成。 根据《中华人民共和国公司法》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关法律法规规定，现就本次回购公司股份注销完成的具 体情况公告如下： 一、回购股份的实施情况 2024 年 2 月 29 日，公司首次通过回购专用证券账户以集中竞价交易方式回 购公司股份，本次回购股份数量为 360,000 股，占公司总股本的 0.363%，最高成 交价为 19.62 元/股，最低成交价为 19.05 元/股，成交总金额为 6,997,816 ...

Group 1: Macro Trends and Innovations - The report discusses the potential transformation of the global monetary and financial systems due to the development of stablecoins and RWA (Real World Assets), suggesting that these innovations may create a parallel decentralized financial system alongside the existing centralized one [2][3] - It is anticipated that the changes brought by stablecoins and RWA could be as significant as the impact of AI on the global economy, indicating a major shift in how currencies and financial systems operate [2][3] Group 2: Steel Industry Insights - Recent data shows a slight decrease in steel demand, with total inventory shifting from a reduction to an increase, indicating a potential weakening in demand as the industry enters a traditional off-season [5][6] - The apparent consumption of five major steel products was 8.7985 million tons, down by 4.33 million tons week-on-week, while total inventory rose to 13.4003 million tons, marking a 1.14% increase [5][6] - The report forecasts that steel demand may stabilize gradually, with construction and manufacturing sectors expected to support demand, despite ongoing challenges in the real estate sector [6] Group 3: Cement and Building Materials - The cement industry is showing signs of stabilization after price adjustments, with competition and profitability continuing to improve [4] - The report notes that the national average cement price has seen a slight decline of 1.2%, with certain regions experiencing price increases due to demand fluctuations [8] - The building materials sector is expected to enter a low base period starting June 2024, which may improve demand metrics as previous high demand levels are compared against lower future figures [9] Group 4: Glass and Fiberglass Market - The domestic float glass market is experiencing a downturn, with average prices dropping to 1250.27 yuan per ton, reflecting a weak demand environment [8] - The fiberglass market is also facing challenges, with limited order growth and competitive pressures affecting pricing and profitability [8] Group 5: Investment Recommendations - The report recommends several steel companies that are expected to benefit from industry consolidation and high-quality development, including Baosteel and Hualing Steel [7] - In the cement sector, leading companies such as Anhui Conch Cement and Huaxin Cement are highlighted as strong investment opportunities due to their market positions [10] - For the glass industry, companies like Fuyao Glass and Xinyi Glass are recommended based on their competitive advantages and market resilience [10]

证券代码:301003 证券简称:江苏博云 公告编号:2025-047 江苏博云塑业股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍暨减持计划 实施完成的公告 持股 5%以上股东龚伟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。 江苏博云塑业股份有限公司（以下简称"公司"或"江苏博云"）于 2025 年 6 月 6 日在巨潮资讯网（http://www.cninfo.com.cn）披露了《关于持股 5%以上 股东减持股份预披露的公告》（公告编号：2025-042）。公司持股 5%以上的股 东龚伟先生计划在上述公告披露之日起 15 个交易日后的 3 个月内，以集中竞价 方式减持持有公司股份不超过 971,333 股，即不超过公司总股本的 1%（总股本 已剔除公司回购股份）；以大宗交易方式减持持有公司股份不超过 1,942,666 股, 即不超过公司总股本的 2%（总股本已剔除公司回购股份）。 截至目前，上述股东减持股份计划已实施完成。公司收到龚伟先生出具的《关 于股份减持计划实施完成暨权益变动 ...

Group 1 - The core viewpoint is that lightweight technology is becoming a key direction for the development of the robotics industry, significantly enhancing performance, energy efficiency, and installation convenience while expanding application boundaries in specialized fields like space exploration and medical surgery [1] - The demand for improved motion performance, energy efficiency, and adaptability in robotics is increasing, making lightweight technology essential for enhancing acceleration, dynamic response, and flexibility, while also reducing energy dependence and maintenance costs [1] - High-performance materials such as PEEK, carbon fiber, aluminum-magnesium alloys, and nylon are emerging as crucial components for achieving lightweight designs in robotics, providing a solid foundation for the widespread adoption of lightweight technology [1] Group 2 - Significant advancements have been made in the lightweight solutions for core components such as motors, reducers, lead screws, joint modules, and structural parts, enhancing overall robot performance and efficiency [2] - Innovations like frameless motors, harmonic reducers, and planetary roller screw assemblies are contributing to the reduction of size and weight while improving key performance indicators such as stiffness, precision, and lifespan [2] - Related companies in the lightweight robotics sector include Xinhan New Materials, Zhongxin Fluorine Materials, Water Co., Polymeric Shun, Jiangsu Boyun, Xingyuan Zhuomei, Jinfat Technology, Pulit, Yongmaotai, Zhaomin Technology, Weike Technology, and Hengbo Co. [2]

Group 1 - *ST San Sheng (002742.SZ): The controlling shareholder Pan Xianwen's judicial auction of 32.2 million shares has been completed, with 30 million shares transferred, accounting for 6.94% of the total share capital. After the reduction, Pan Xianwen's shareholding ratio decreased from 24.20% to 17.26%, which will not lead to a change in company control [1] - Aike Co., Ltd. (300889.SZ): Shareholder Zhang Fengbin, holding over 5%, reduced his stake by 1% (1.67818 million shares) from May 13 to June 27, 2025, bringing his holding to 7.9902% [1] - Anlu Technology (688107.SH): The shareholder National Integrated Circuit Industry Investment Fund Co., Ltd. completed its reduction plan, selling 4.008493 million shares (1% of total share capital) from May 8 to June 30, 2025, with a total reduction amount of 109.36 million yuan, current holding ratio at 5.76% [1] Group 2 - Anshuo Information (300380.SZ): The controlling shareholder Shanghai Anshuo Technology Development Co., Ltd. and actual controllers reduced their stakes by 1.16% (1.599416 million shares), 0.94% (1.300187 million shares), and 0.65% (900,000 shares) respectively [1] - Baoming Technology (002992.SZ): Directors and management plan to reduce their holdings by a total of 0.0107%, 0.0714%, and 0.0107% over the next three months [2] - Beiyikang (870199.BJ): Employee shareholding platforms completed their reduction plans, selling 546,284 shares (0.8%) and 131,650 shares (0.19%) [2] Group 3 - Boyun New Materials (002297.SZ): Major shareholder Hunan Xiangtou High-tech Venture Capital Co., Ltd. reduced its stake by 406.74 million shares (0.71%) from June 5 to June 30, 2025, bringing its holding to 6.99% [2] - Dongwei Technology (688700.SH): Specific shareholder Xie Yulong completed a reduction plan, selling 574,857 shares (0.1927%) from June 4 to June 30, 2025, with a total reduction amount of 21.362156 million yuan, current holding ratio at 0% [2] - Fuzhi Environmental Protection (688335.SH): Major shareholder Deqing Junjie Enterprise Management Partnership plans to reduce up to 4.441035 million shares (3%) over the next three months [3] Group 4 - Gu Gao Technology (301510.SZ): Shareholder Beijing Equity Investment Development Management Center completed its reduction plan, selling 4.0001 million shares (1%) from June 5 to June 30, 2025, bringing its holding to 7.68% [3] - Guangbo Co., Ltd. (002103.SZ): Shareholder Ren Hangzhong reduced his stake by 156,440 shares (0.2928%), bringing his holding to 9.99999% [3] - Guoke Military Industry (688543.SH): Specific shareholders Yang Minghua and Chen Gonglin plan to reduce up to 2.08842 million shares (1%) and 3.789115 million shares (1.8143%) over the next three months [3] Group 5 - Guorui Technology (300600.SZ): Major shareholder Gong Ruiliang reduced his stake by 3.243209 million shares (1.1%) from June 27 to July 1, 2025, bringing his holding to 20.63% [4] - Hangzhou Thermal Power (605011.SH): Shareholder Huashi Investment plans to reduce up to 5.997 million shares (1.4989%) over the next three months [4] - Huaya Intelligent (003043.SZ): Executives plan to reduce their holdings by a total of 0.0132%, 0.0092%, and 0.0092% over the next three months [4]

证券代码:301003 证券简称:江苏博云 公告编号:2025-046 二、本次变更后的《营业执照》相关登记信息 名称：上海罗兴保贸易有限公司 统一社会信用代码：9131011768095494X6 江苏博云塑业股份有限公司 关于全资子公司变更经营范围、住所并完成工商变更 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。 江苏博云塑业股份有限公司全资子公司上海罗兴保贸易有限公司（以下简称 "上海罗兴保"）因业务发展需要，对经营范围及住所进行了变更。近日上海罗 兴保已完成工商变更登记手续并取得了上海市松江区市场监督管理局核发的《营 业执照》，相关变更情况如下： 一、本次变更情况 | 变更事项 | | 变更前 | 变更后 | | --- | --- | --- | --- | | 经营范围 | | | 塑料制品销售，化工产品销售(不含 | | | | | 许可类化工产品)电于产品销售:机械 | | | | 塑胶原料及制品、化工原料及产品 | 设备销售;通信设备销售，汽车零配 | | | | (除危险化学品、监控化学品、烟 | 件批发，汽车零配件零售;金属 ...