Group 1 - The company Zhonghuan Hailu (stock code: 301040) announced on August 28 that its controlling shareholder and actual controller Wu Junsan is planning to change the company's control, which may lead to a change in the controlling shareholder and actual controller [2][3] - Currently, the parties involved have not signed any agreements and are discussing specific transaction plans and related matters [3] - The company has applied to the Shenzhen Stock Exchange for a suspension of trading for its stock and convertible bonds (Zhonglu Convertible Bonds, bond code: 123155) starting from August 29, with an expected suspension period of no more than two trading days [7] Group 2 - Zhonghuan Hailu was listed in August 2021 and primarily engages in the research, production, and sales of industrial metal forgings, including bearing forgings, flange forgings, and gear ring forgings, which are used in various industries such as wind power, construction machinery, mining machinery, and nuclear power [7] - For the first half of this year, the company achieved operating revenue of 358 million yuan, a year-on-year increase of 25.27%, but reported a loss of 42.49 million yuan, a year-on-year decrease of 15.3% [7] - The company's stock price has seen significant growth, with a cumulative increase of 219.61% from January 2 to August 28 this year [7] Group 3 - As of the end of June, Wu Junsan held 22.57% of Zhonghuan Hailu's shares, totaling 22.575 million shares, while his son Wu Jian held 6.989 million shares, bringing their combined holdings to approximately 29.564 million shares, with a total market value of about 1.17 billion yuan [9]

Core Viewpoint - Zhonghuan Hailu (stock code: 301040) is undergoing a potential change in control as notified by its controlling shareholder and actual controller, Wu Jun San, which may lead to a change in the company's controlling shareholder and actual controller [1] Group 1: Company Information - Zhonghuan Hailu has applied for a trading suspension for its stock and convertible bonds (Zhonglu Convertible Bonds, bond code: 123155) starting from August 29, with an expected suspension period of no more than 2 trading days [5] - The company was listed in August 2021 and primarily engages in the research, production, and sales of industrial metal forgings, including bearing forgings, flange forgings, gear ring forgings, and other types of industrial metal forgings, which are mainly used in wind power, construction machinery, mining machinery, and nuclear power industries [5] - For the first half of the year, Zhonghuan Hailu reported operating revenue of 358 million yuan, a year-on-year increase of 25.27%, while experiencing a loss of 42.49 million yuan, a year-on-year decrease of 15.3% [5] Group 2: Shareholding Structure - As of the end of June, Wu Jun San held 22.57% of Zhonghuan Hailu's shares, amounting to 22.575 million shares, while his son, Wu Jian, held 6.989 million shares, bringing their combined holdings to 29.564 million shares, with a total market value of approximately 1.17 billion yuan [6] - The trading parties have not yet signed any relevant agreements and are currently discussing specific transaction plans and agreements [2]

人民财讯8月28日电，中环海陆（301040）8月28日晚间公告，公司控股股东、实际控制人吴君三正在筹 划公司控制权变更相关事宜，该事项可能导致公司控股股东、实际控制人发生变更。经公司向深圳证券 交易所申请，公司股票及可转换公司债券自8月29日开市起停牌，预计停牌时间不超过2个交易日。公司 可转换公司债券"中陆转债"将停止转股。 ...

格隆汇8月28日丨中环海陆（维权）(301040.SZ)公布，公司控股股东、实际控制人吴君三先生正在筹划 公司控制权变更相关事宜，该事项可能导致公司控股股东、实际控制人发生变更。经公司向深圳证券交 易所申请，公司股票(股票简称：中环海陆，股票代码：301040)及可转换公司债券((债券简称：中陆转 债，债券代码：123155)自2025年8月29日(星期五)开市起停牌，预计停牌时间不超过2个交易日。公司可 转换公司债券"中陆转债"将停止转股。 ...

中环海陆8月28日公告，公司控股股东、实际控制人吴君三正在筹划公司控制权变更相关事宜，该事项 可能导致公司控股股东、实际控制人发生变更。公司股票（股票简称：中环海陆，股票代码：301040） 及可转换公司债券（债券简称：中陆转债，债券代码：123155）自2025年8月29日（星期五）开市起停 牌，预计停牌时间不超过2个交易日。公司可转换公司债券"中陆转债"将停止转股。目前各方尚未签署 相关协议，正就具体交易方案、协议等相关事项进行论证和磋商，具体情况以各方签订的相关协议为 准。本次交易事项能否最终实施完成及实施结果尚存在不确定性。 ...

特别提示： | 证券代码：301040 | 证券简称：中环海陆 公告编号：2025-059 | | --- | --- | | 债券代码：123155 | 债券简称：中陆转债 | 张家港中环海陆高端装备股份有限公司 关于筹划公司控制权变更事项的停牌公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 控股股东、实际控制人吴君三保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 1、张家港中环海陆高端装备股份有限公司（以下简称"公司"）控股股东、 实际控制人吴君三先生正在筹划公司控制权变更相关事宜，该事项可能导致公司 控股股东、实际控制人发生变更。经公司向深圳证券交易所申请，公司股票（股 票简称：中环海陆，股票代码：301040）及可转换公司债券（（债券简称：中陆 转债，债券代码：123155）自 2025 年 8 月 29 日（星期五）开市起停牌，预计停 牌时间不超过 2 个交易日。公司可转换公司债券"中陆转债"将停止转股。 2、本次交易事项能否最终实施完成及实施结果尚存在不确定性。敬请广大 投资者关注后续公告并注意投资风险。 公司于 ...

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]

Core Insights - The core viewpoint of the article is the disclosure of institutional investor holdings in Zhonghuan Hailu (301040.SZ) as of August 25, 2025, indicating a slight decline in institutional ownership compared to the previous quarter [1] Institutional Holdings - As of August 25, 2025, there are 2 institutional investors holding shares in Zhonghuan Hailu A-shares, with a total holding of 12.58% of the company's total share capital, amounting to 12.579 million shares [1] - The institutional investors include Jiangsu Jianghai Machinery Co., Ltd. and China Pacific Life Insurance Co., Ltd. - Dividend - Individual Dividend [1] - Compared to the previous quarter, the total institutional holding percentage has decreased by 1.10 percentage points [1] Public Fund Disclosure - In this reporting period, there is one public fund that has not been disclosed in the previous quarter, which is the Nuoan Multi-Strategy Mixed A fund [1]

Group 1 - The company Zhonghuan Hailu (SZ 301040) announced that its fourth board meeting will be held on August 25, 2025, to review the "2025 Semi-Annual Report" and related documents [1] - For the year 2024, the revenue composition of Zhonghuan Hailu is as follows: wind power accounts for 79.13%, nuclear power and others for 12.63%, engineering machinery for 6.94%, and mining machinery for 1.3% [1] - As of the report date, the market capitalization of Zhonghuan Hailu is 3.4 billion yuan [1]

Core Viewpoint - The company reported a significant increase in revenue for the first half of 2025, but it also faced substantial net losses [1] Financial Performance - The company achieved an operating revenue of 358 million yuan, representing a year-on-year growth of 25.27% [1] - The net profit attributable to shareholders was a loss of 42.49 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was a loss of 45.12 million yuan [1] - The basic earnings per share were reported at -0.4249 yuan [1]