从资金流向来看，8月26日主力资金净流出1846.14万元，近五个交易日累计净流出374.13万元。 风险提示：股市有风险，投资需谨慎。 信邦智能8月26日股价呈现震荡走势，开盘报46.38元，盘中最高触及47.35元，最低下探至45.48元，最 终收于45.57元，较前一交易日下跌1.28%。值得注意的是，早盘9点35分左右，该股曾出现快速反弹，5 分钟内涨幅超过2%。 该公司属于专用设备制造业，主营业务为智能装备的研发、生产和销售，产品主要应用于消费电子、汽 车电子等领域。公司注册地位于广东省，具有机器人概念和新型工业化等题材属性。 ...

本次变更后，公司首次公开发行股票项目的持续督导保荐代表人为王荣鑫先 生和洪树勤先生，本次变更不影响中信证券对公司的持续督导工作。 证券代码：301112 证券简称：信邦智能 公告编号：2025-051 广州信邦智能装备股份有限公司 关于变更持续督导保荐代表人的公告 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。 广州信邦智能装备股份有限公司（以下简称"公司"）于近日收到中信证券 股份有限公司（以下简称"中信证券"）出具的《关于更换保荐代表人的函》。中 信证券为公司首次公开发行股票项目的保荐人，原委派持续督导的保荐代表人为 王国威先生和洪树勤先生。 王国威先生因工作变动，不再担任公司的持续督导保荐代表人。为保证持续 督导工作的有序进行，中信证券委派保荐代表人王荣鑫先生（简历见附件）接替 王国威先生负责项目后续的持续督导工作，相关业务已交接完毕。 公司董事会对王国威先生在担任公司保荐代表人期间所做的工作表示衷心 感谢！ 特此公告。 广州信邦智能装备股份有限公司董事会 2025 年 8 月 22 日 附件： 王荣鑫先生简历 王荣鑫先生，现任职于中信证券股份有限公司投 ...

从资金流向来看，信邦智能当日主力资金净流出114.81万元，近五个交易日累计净流出8574.22万元。 风险提示：股市有风险，投资需谨慎。 信邦智能股价报45.12元，较前一交易日下跌0.15元。当日开盘价为44.82元，最高触及45.62元，最低下 探44.72元，成交量为28949手，成交金额达1.31亿元。 该公司属于专用设备制造业，主营业务涵盖工业机器人系统集成、智能装备研发制造等领域。作为广东 板块上市公司，其业务涉及机器人概念和新型工业化等方向。 ...

Investment Rating - The report maintains a "Recommended" investment rating for the industry [7] Core Insights - The mechanical export sector shows steady growth, supported by low-altitude economic policies [2][3] - The domestic leading enterprises in the mechanical equipment sector maintain strong competitive advantages in both supply and demand [4] - The report highlights specific investment opportunities in low-altitude economy and mechanical equipment sectors [5] Weekly Market Review - From August 11 to August 15, 2025, the Shanghai Composite Index rose by 1.70%, the Shenzhen Component Index increased by 4.55%, and the ChiNext Index surged by 8.58%. The Shenwan Mechanical Equipment Index rose by 3.21%, outperforming the CSI 300 Index by 0.84 percentage points, ranking 8th among 31 Shenwan first-level industries [12] - Sub-sectors such as general equipment, specialized equipment, and automation equipment saw increases of 3.45%, 4.13%, and 5.45% respectively, while engineering machinery and rail transit equipment experienced slight declines [12][15] Key Sector Tracking Low-altitude Economy - The Yunnan provincial government has issued measures to support the healthy development of the low-altitude economy, including 15 specific initiatives aimed at enhancing safety supervision, supporting drone testing, and expanding international markets [3][21] - Shanghai plans to establish a low-altitude industry fund to encourage research institutions to set up project companies for technological breakthroughs [3] Mechanical Equipment - In July 2025, sales of various types of forklifts reached 118,605 units, a year-on-year increase of 14.4%. Domestic sales accounted for 69,700 units, up 14.3%, while exports totaled 48,905 units, up 14.5% [4] - For the first seven months of 2025, a total of 857,939 forklifts were sold, marking a 12% year-on-year increase, with domestic sales up 10.4% and exports up 15.1% [4] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, and Huasheng Group [5] - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli [5]

证券代码：301112 证券简称：信邦智能 公告编号：2025-050 广州信邦智能装备股份有限公司 关于发行股份、可转换公司债券及支付现金购买资产并募集配 套资金暨关联交易事项的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或者重大遗漏。 重要风险提示： 广州信邦智能装备股份有限公司（以下简称"上市公司"或"公司"）于 2025 年 5 月 20 日披露了《广州信邦智能装备股份有限公司发行股份、可转换公司债券及 支付现金购买资产并募集配套资金暨关联交易预案》（以下简称"重组预案"）及 其摘要，并对本次交易涉及的有关风险因素及尚需履行的审批程序进行了详细说明， 提请广大投资者关注后续进展公告并注意投资风险。 截至本公告披露日，除重组预案中披露的有关风险因素外，公司尚未发现可能 导致公司董事会或者交易对方撤销、中止本次交易或者对本次交易方案作出实质性 变更的相关事项，本次交易相关工作正在有序推进中。公司将根据相关事项的进展 情况及时履行信息披露义务。 一、本次交易概述 本次交易尚需交易对方内部最终决策、公司董事会再次审议及公司股东会审议 批准，并经深圳证券交易所审 ...

Core Viewpoint - The military stocks experienced a significant surge, with multiple companies reaching their daily trading limits and notable percentage increases in their stock prices [1] Group 1: Stock Performance - Ruikeda reached a 20% limit up [1] - Guankuang Technology increased by over 13% [1] - Huapengfei rose by over 10% [1] - Zhanpeng Technology and Kain Co. both hit a 10% limit up [1] - Fengxing Co. approached the limit up [1] - Xiling Power, Zhenyou Technology, and Xinguang Optoelectronics all increased by over 8% [1] - Jihua Group rose by over 7% [1] - Guoyi Bidding, Tongyu Heavy Industry, and Shanhe Intelligent increased by over 6% [1] - Great Wall Military Industry, Lingyun Co., Pinggao Co., and Kesi Technology all rose by over 5% [1]

证券代码：301112 证券简称：信邦智能 公告编号：2025-049 广州信邦智能装备股份有限公司 关于实际控制人续签《一致行动协议》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。 广州信邦智能装备股份有限公司（以下简称"公司"或"信邦智能"）近日 收到公司实际控制人李罡先生、姜宏先生、余希平女士关于签署《一致行动人协 议》的通知，鉴于在首次公开发行股票上市前实际控制人签署的《一致行动协议》 已经到期，为保持信邦智能控制权的稳定及重大事项决策的一致性，公司实际控 制人于近日签署了新的《一致行动协议》。现将具体情况公告如下： 一、本次签署《一致行动协议》的背景情况 2020 年 6 月，李罡先生、姜宏先生、余希平女士签署了《一致行动协议》， 同意就行使信邦智能的股东权利（如有）和董事权利，以及行使信邦智能股东广 东信邦自动化设备集团有限公司（以下简称"信邦集团"）、共青城国邦投资管 理合伙企业（有限合伙）（以下简称"共青城国邦"）、共青城信邦投资合伙企 业（有限合伙）（以下简称"共青城信邦"）、南昌信邦企业管理合伙企业（有 限合伙）（原名"珠海横琴信邦 ...

Group 1 - The overall activity level of the A-share merger and acquisition market in China has slightly decreased, characterized by high frequency, diverse participants, and broad fields [1][2] - A total of 66 disclosed merger and acquisition events were recorded, with a cumulative transaction amount of 523.44 billion RMB, showing a significant increase in transaction value despite a decrease in the number of major events [1][2] - Key sectors such as machinery, basic chemicals, electronic equipment, instruments and components, electrical equipment, and automotive parts are experiencing high activity levels, becoming the main drivers of mergers and acquisitions [1][2] Group 2 - Private enterprises and local state-owned enterprises are actively engaging in horizontal integration and strategic cooperation, indicating diverse motivations for mergers and acquisitions [1][2] - Although the number of mergers and acquisitions has decreased, structural reorganizations are on the rise due to optimized regulatory policies, suggesting potential for further industry integration and value reconstruction supported by economic recovery and policy encouragement [1][2] - The report anticipates that the A-share merger and acquisition market will maintain a high-frequency operational trend in the future, driven by both policy and proactive corporate adjustments [2] Group 3 - 38 listed companies have suspended trading to plan or announce restructuring proposals, with an average bi-weekly stock price fluctuation of 5.19%, and 16 companies have made significant progress post-announcement, with an average fluctuation of 4.29% [2] - The report highlights that the restructuring index has shown a bi-weekly fluctuation of 4.29%, indicating ongoing investor interest in merger and acquisition activities [2][3] Group 4 - The report includes detailed tables of companies that have announced restructuring plans, including their stock codes, names, industries, company attributes, restructuring events, and purposes, showcasing a variety of strategic intents across different sectors [3][4][5] - Notable companies such as China Shipbuilding and China Heavy Industry are involved in significant mergers, with strategic cooperation as a common goal [8][9]

Group 1: M&A Activity Overview - From July 14 to July 20, there were 77 M&A events involving listed companies, with 27 classified as significant M&A transactions[9] - Out of the total M&A events, 12 were completed, including 1 significant M&A transaction involving Baota Industrial[9] - There were 3 failed M&A attempts by listed companies, specifically by Lixing Co., Hongming Co., and Zhongji Health[15] Group 2: Policy Updates - On July 18, Tianjin's financial authorities released measures to support M&A, focusing on 12 key industrial chains and establishing a resource pool for quality M&A targets[7] - The Shanghai G60 Science and Technology Innovation Group held a summit on July 16 to discuss M&A and overseas expansion in the context of innovation and industry leadership[7] Group 3: Market Performance - During the week of July 14 to July 20, the restructuring index outperformed the Wind All A index by 0.27%[19] - Over a mid-term view, the restructuring index's rolling 20-day return shifted from negative to positive compared to the Wind All A index[19] Group 4: Control Changes - Two listed companies reported changes in actual control during this period, with Shenjian Co. and Hualan Group undergoing ownership transitions[17]

Core Points - The current season marks the implementation of dividend distribution for listed companies, with 24 companies executing their distribution plans today [1] - A total of 3,679 companies have announced distribution plans for the 2024 fiscal year, with 3,674 of them including cash dividends, amounting to a total cash payout of 1.64 trillion yuan [1] - The distribution plans also include stock transfers, with 346 companies offering such options [1] Group 1 - The key dates for investors focusing on dividends are the ex-dividend date and the record date, with 3,421 companies having already implemented their distribution plans [1] - Investors interested in dividends may consider "抢权" (rights grabbing) before the record date, which is the last trading day to qualify for the current dividend [1] - Among the 24 companies with a record date today, 16 companies are offering cash dividends of 1 yuan (after tax) or more per 10 shares, with 博隆技术 offering the highest at 7.50 yuan per 10 shares [1][2] Group 2 - The highest stock transfer ratio among the companies with a record date today is also from 博隆技术, which has a distribution plan of 10 shares for every 2 shares transferred, along with a cash dividend of 7.5 yuan [2] - In terms of stock performance, 国机通用 has seen the highest increase over the past five days, with a cumulative rise of 21.42%, followed by 梓橦宫 and 氯碱化工 [2] - A detailed list of companies implementing dividend distributions includes their respective cash payouts, stock transfer ratios, latest closing prices, and five-day price changes [2][3]