Group 1 - The National Bureau of Statistics will hold a press conference to introduce the national economic operation situation for August 2025 [1] - The National Bureau of Statistics will release data on the sales price changes of commercial residential properties in 70 large and medium-sized cities for August 2025 [2] - The third Guangdong-Hong Kong-Macao Greater Bay Area Development Business Conference will be held, focusing on promoting supply chain openness and cooperation [3] Group 2 - A total of 14 companies will have their restricted shares unlocked today, with a total unlock volume of 309 million shares, amounting to a market value of 8.932 billion yuan [4] - Six companies will have unlock volumes exceeding 10 million shares, with Yonghe Co., Weiman Sealing, and Jiquan Technology leading in unlock volume [4] - The People's Bank of China will have 191.5 billion yuan of 7-day reverse repos maturing today [5]

Core Viewpoint - On September 15, a total of 16 listed companies had their restricted shares unlocked, with a total market value of approximately 17.991 billion yuan [1] Group 1: Companies and Their Restricted Shares - Shaanxi Guo Power (陕鼓动力) unlocked 435,600 shares under equity incentive restrictions [1] - Chuangli Group (创力集团) unlocked 3.936 million shares under equity incentive restrictions [1] - Shengquan Group (圣泉集团) unlocked 478,500 shares under equity incentive restrictions [1] - Yingke Medical (英科医疗) unlocked 995,400 shares under equity incentive restrictions [1] - Ruixin Microelectronics (瑞芯微) unlocked 4,500 shares under equity incentive restrictions [1] - Tongcheng New Materials (彤程新材) unlocked 1.5893 million shares under equity incentive restrictions [1] - Softcom Power (软通动力) unlocked 27.3 million shares with an extended lock-up period [1] - Weiman Sealing (唯万密封) unlocked 66.672 million shares prior to issuance restrictions [1] - Wuxi Zhenhua (无锡振华) unlocked 1.005 million shares under equity incentive restrictions [1] - Hangyu Technology (航宇科技) unlocked 798,600 shares [1] - Gaoling Information (高凌信息) unlocked 40 million shares [1] - Weijie Chuangxin (唯捷创芯) unlocked 8.5394 million shares [1] - Silin Jie (思林杰) unlocked 24.5305 million shares [1] - Kejie Intelligent (科捷智能) unlocked 20 million shares [1] - Juquan Technology (钜泉科技) unlocked 39.8841 million shares [1] - Shengke Communication (盛科通信) unlocked 1.5 million shares [1]

Group 1 - The core point of the article is that Weiman Sealing (301161.SZ) has renewed its "Consistent Action Agreement" with its controlling shareholder and actual controller, Mr. Dong Jing, and Mr. Xue Yuqiang, which is set to expire on September 13, 2025 [1] - The original agreement has been adhered to by all parties without any violations since its signing [1] - The renewal of the agreement is based on confidence in the company's long-term development, aiming to maintain consistency in major decision-making and improve operational decision-making efficiency [1]

Group 1 - The core point of the article is that Weiman Sealing (301161.SZ) has renewed its "Joint Action Agreement" with its controlling shareholder and actual controller, Mr. Dong Jing, and Mr. Xue Yuqiang, which is set to expire on September 13, 2025 [1] - The original agreement has been adhered to by all parties without any violations since its signing [1] - The renewal of the agreement is based on confidence in the company's long-term development, aiming to maintain consistency in major decision-making and improve operational decision-making efficiency [1]

证券代码：301161 证券简称：唯万密封 公告编号：2025-058 上海唯万密封科技股份有限公司 关于控股股东、实际控制人续签《一致行动协议》 一、本协议签署各方的基本情况 本协议各方均为公司股东，截至本协议签署日，各方所持公司股份情况如下： | 各方 | 股东名称 | 国籍 | 持股数量(股) | 持股比例 | | --- | --- | --- | --- | --- | | 甲方 | 董静 | 中国 | 42,399,000 | 35.3325% | | 乙方 | 薛玉强 | 中国 | 14,670,000 | 12.2250% | 二、本协议主要内容 第一条 一致行动的方式及事项 1.1 双方同意，在处理涉及公司经营发展且根据《公司法》《上海唯万密封 科技股份有限公司章程》等有关法律法规、规范性文件及制度文件之规定需由公 司董事会、股东大会作出决议的重大事项和其他公司重大决策事项时，双方均应 采取一致行动。 1.2 双方采取一致行动的方式，包括但不限于双方在董事会、股东大会行使 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。 上海唯万密封科 ...

Investment Rating - The report maintains a "Positive" investment rating for the mechanical equipment industry [6]. Core Insights - The mechanical equipment industry experienced a year-on-year revenue growth of 7.64% in Q2 2025, with a narrowing growth rate compared to the previous quarter. Key segments with accelerated revenue growth include wind power equipment, PCB(A), shipbuilding, lithium battery equipment, and instruments [13][18]. - The industry saw a year-on-year increase in net profit excluding non-recurring items of 16.22% in Q2 2025, with wind power and lithium battery equipment showing accelerated growth. The shipbuilding sector led with a 106% year-on-year increase, although this was affected by a low base [18][31]. - The overall profitability of the mechanical equipment industry strengthened in Q2 2025, with notable performance in the shipbuilding, railway equipment, and oil and gas equipment sectors [31]. Summary by Sections Overall Mechanical Equipment Overview - The mechanical equipment industry reported a year-on-year revenue growth of 7.64% in Q2 2025, with revenue growth accelerating in specific segments [13]. - The net profit excluding non-recurring items grew by 16.22% year-on-year, with wind power and lithium battery equipment leading the growth [18]. - The industry’s net profit margin increased by 0.38 percentage points year-on-year in Q2 2025, indicating improved profitability across various segments [25]. Subsector Performance - The engineering machinery sector saw a revenue increase of 8.7% in H1 2025, driven by strong overseas sales and diversified business contributions [44]. - Major companies in the engineering machinery sector, such as SANY Heavy Industry and XCMG, reported significant revenue growth, with SANY achieving a 15% increase year-on-year in H1 2025 [41][44]. - The overall net profit for the engineering machinery sector reached 161 billion yuan in H1 2025, reflecting a 25.1% year-on-year increase, with profit growth outpacing revenue growth [45].

Core Viewpoint - The company, Weiman Sealing (301161), reported successful validation of certain FFKM rubber sealing products developed by its subsidiary, Guangzhou Jiasite, in the semiconductor manufacturing equipment sector, indicating a positive growth trend despite a relatively small sales scale [1] Group 1 - The company is actively seeking new cooperation models and business expansion paths to enhance its core competitiveness in the semiconductor sector [1] - The sales scale of the validated products remains small, with some products still undergoing active validation [1]

Group 1: Semiconductor Sealing Development - The company’s subsidiary, Shanghai Jiano, has successfully validated FFKM rubber sealing products in the semiconductor production equipment sector, maintaining a good growth trend despite a small sales scale [2] - The company is actively seeking new cooperation models and business expansion paths by increasing R&D investment and promoting technological iteration and product innovation [2][3] Group 2: Robotics Sector Engagement - In the robotics sealing field, the company is collaborating with leading industry clients for joint R&D to determine technical solutions, with many technical paths and product forms still in the evolution and optimization process [3] - The company aims to deepen ties with top clients to jointly promote the maturity of industry technical standards and finalize product solutions [3] Group 3: Construction Machinery Industry - The sealing component value in excavators is low relative to total equipment value but is critically important, requiring significant time and effort for material technology and application technology development [3] - The company is pushing for domestic substitution of sealing products and increasing market share, particularly in core segments like excavators [3] Group 4: Oil and Gas Sector Growth - The sealing products in the oil and gas sector have performance comparable to leading international companies, with strong customization attributes and certifications from top oil service companies [4] - The company is focusing on global market expansion, including a key project in Saudi Arabia, and is accelerating the establishment of overseas sales and service networks [4] Group 5: R&D Focus and Future Strategy - The company emphasizes research on materials, continuously improving material formulations to meet diverse market demands and enhancing production efficiency through improved equipment and processes [4] - Future strategies include strengthening the basic material system, enhancing independent product development capabilities, and focusing on investment and acquisition of quality enterprises with material technology [4]

（文章来源：证券日报） 证券日报网讯 9月10日晚间，唯万密封发布公告称，本次解除限售的股份为上海唯万密封科技股份有限 公司（以下简称"公司"）首次公开发行前已发行的股份。本次解除限售的股东户数为4户，解除限售股 份数量为66，672，000股，占公司总股本的55.56%，锁定期为自公司公开发行股票上市之日起36个 月。本次解除限售股份的上市流通日为2025年9月14日（星期日）。因该日为非交易日，故上市流通日 顺延至下一交易日2025年9月15日（星期一）。 ...

证券代码：301161 证券简称：唯万密封 公告编号：2025-057 上海唯万密封科技股份有限公司 关于首次公开发行前已发行股份解除限售 并上市流通的提示性公告 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。 特别提示： 1、本次解除限售的股份为上海唯万密封科技股份有限公司（以下简称"公 司"）首次公开发行前已发行的股份。 2、本次解除限售的股东户数为 4 户，解除限售股份数量为 66,672,000 股， 占公司总股本的 55.56%，锁定期为自公司公开发行股票上市之日起 36 个月。 3、本次解除限售股份的上市流通日为 2025 年 9 月 14 日（星期日）。因该 日为非交易日，故上市流通日顺延至下一交易日 2025 年 9 月 15 日（星期一）。 一、首次公开发行前已发行股份概况 经中国证券监督管理委员会《关于同意上海唯万密封科技股份有限公司首次 公开发行股票注册的批复》（证监许可[2022]1230 号）同意注册，公司首次公 开发行人民币普通股（A 股）股票 30,000,000 股，并于 2022 年 9 月 14 日在深 圳证券交易所创业板上 ...