登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码： 600698（A股） 900946（B股） 公告编号：临2025-024 证券简称：湖南天雁（A股） 天雁B股（B股） 分立重组尚需按照法律规定履行相应程序，有关事项具有不确定性，敬请广大投资者注意投资风险。 特此公告。 2025年2月9日，湖南天雁机械股份有限公司（以下简称"本公司"）接到间接控股股东中国兵器装备集团 有限公司（以下简称"兵器装备集团"）通知，兵器装备集团正在与其他国资央企集团筹划重组事项。具 体内容详见本公司披露于上海证券交易所网站（www.sse.com.cn）的《湖南天雁机械股份有限公司关于 控股股东拟发生变更的提示性公告》（公告编号：临2025-002）。现将有关进展情况公告如下： 2025年6月4日，本公司接到间接控股股东兵器装备集团通知，兵器装备集团收到国务院国有资产监督管 理委员会（以下简称"国务院国资委"）通知，经国务院批准，对兵器装备集团实施分立。其汽车业务分 立为一家独立中央企业，由国务院国资委履行出资人职责；国务院国资委按程序将分立后的兵器装备集 团股权作为出资注入中国兵器工业集团有限公司。 本次分立后，本公 ...

中新社柏林6月5日电 (记者马秀秀)根据德国联邦统计局5日公布的初步数据，经价格、季节和工作日调 整后，德国2025年4月工业订单环比增长0.6%，为连续第二个月实现增长。 德国3月工业订单环比上升3.4%。专家此前普遍预计4月工业订单将下降1.5%。 从订单来源来看，德国4月国内订单环比增长2.2%，国外订单环比下降0.3%。其中，来自欧元区的订单 增长0.5%，来自欧元区以外国家和地区的订单下降0.9%。 巴登-符腾堡州银行经济学家延斯-奥利弗·尼克拉施指出，4月订单数据可能预示着德国工业领域的一次 趋势性转折。他表示，经历了如此长时间的经济低迷，虽然现在还不宜谈论复苏，但至少未来几个月的 前景在明显改善。 德国经济部态度则较为谨慎。该部在当日发布的一份声明中指出，鉴于当前贸易政策仍存在高度不确定 性，且企业信心持续低迷，工业需求能否在第二季度继续实现总体增长仍有待观察。(完) （文章来源：中国新闻网） 联邦统计局指出，4月订单增长的主要推动力来自数据处理设备、电子及光学产品制造领域。受多个大 宗订单拉动，以上领域新订单较3月大幅增长21.5%。 此外，其他交通工具制造业(如飞机、船舶、列车、军用车辆)以 ...

加强工业合作是本次会议的重要议题之一。会议期间，各国代表讨论并通过一项关于重型机械制造合作 的协议。协议提出，成员国将在信息共享和经验交流的基础上，加强关键技术研发、人才培养和产业链 协同，重点提升冶金、采矿、能源、石油天然气和化工等行业所需机械设备的自主研发能力，推动产品 向高技术、高附加值方向升级。 中新社阿斯塔纳6月5日电杜尚别消息：独立国家联合体(独联体)政府首脑理事会会议当地时间5日在塔 吉克斯坦首都杜尚别举行。会议讨论了产业发展、交通互联等区域合作重点议题，并就相关问题达成多 项共识。 据独联体执行委员会官网消息，来自俄罗斯、阿塞拜疆、亚美尼亚、白俄罗斯、哈萨克斯坦、吉尔吉斯 斯坦、塔吉克斯坦、土库曼斯坦和乌兹别克斯坦的政府代表出席会议。 此外，围绕区域航空管理协作，会议讨论并通过一项合作构想，提出成员国将加强在飞行规则、技术标 准和运行程序等方面的协调，提升民航安全和空域利用效率，推动区域互联互通更加顺畅高效。 根据会议决议，下一次独联体国家政府首脑理事会会议将于9月30日在白俄罗斯首都明斯克举行。(完) （文章来源：中国新闻网） 在轻工业方面，与会各方通过一项合作构想，提出加快推动绿色转型，建 ...

证券代码：002472 证券简称：双环传动 公告编号：2025-036 浙江双环传动机械股份有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中 的虚假记载、误导性陈述或者重大遗漏承担责任。 以公司权益分派实施时股权登记日总股本扣除公司回购专户上已回购股份 后的总股本为基数，向全体股东每 10 股派发现金红利 2.26 元（含税），不送红 股，不以公积金转增股本。 在权益分派实施前，如公司总股本发生变动，则按照"分配比例不变，调整 分配总额"的原则进行相应调整。本次利润分配后，剩余未分配利润结转入下一 年度。 专用账户中的股份，不享有股东大会表决权、利润分配、公积金转增股本、认购 新股和可转换公司债券等权利。截至本公告披露日，公司通过回购专用证券账户 持有公司股份数量为 10,392,177 股。因此，本次权益分派以公司现有总股本 自主行权发生变化，总股本增加 127,400 股，公司将按照"分配比例不变，调整 分配总额"的原则进行相应调整。 要，公司股票期权自主行权在权益分派业务申请期间（2025 年 5 月 30 日至 2025 年 6 月 12 日）暂停行权。 二、权益分派方案 本公 ...

Group 1 - The U.S. has increased tariffs on imported steel and aluminum from 25% to 50%, effective from April 4, facing opposition from major trade partners like Canada and the EU [1][5] - The increase in tariffs is expected to lead to price hikes in large consumer goods and food products, with predictions that the price of cars could rise by $2,000 to $4,000 due to the high steel content [2][3] - Historical data shows that during a previous tariff increase, major household appliance prices rose by 5% to 10%, significantly above the overall inflation rate of around 2% during the same period [2] Group 2 - Canada has criticized the U.S. tariff policy as "illegal and unreasonable," and is actively negotiating with the U.S. to remove these tariffs [5] - The EU has expressed strong regret over the tariff increase and is preparing to implement countermeasures [7] - International criticism highlights that the U.S. tariff policy may have a more significant negative impact on the U.S. economy compared to Europe, with calls for potential retaliatory measures from the EU if negotiations fail [9][11] Group 3 - Brazil's President has indicated that if an agreement on tariffs cannot be reached with the U.S., Brazil may consider filing a lawsuit with the WTO or taking reciprocal measures [11] - The German machinery manufacturing sector has reported a significant decline in new orders, with a 6% year-on-year drop in April, attributed to the uncertainty caused by the U.S. tariff policy [13][14] - The chief economist of the German machinery association emphasized that the current tariff threats and policy uncertainties are severely impacting global market conditions and investment willingness [14]

上交所公开信息显示，当日该股因日换手率达28.50%上榜，营业部席位合计净卖出7165.69万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.43亿元，其中，买入成交额为1.86亿 元，卖出成交额为2.57亿元，合计净卖出7165.69万元。 具体来看，今日上榜营业部中，第一大买入营业部为摩根大通证券(中国)有限公司上海银城中路证券营 业部，买入金额为7355.58万元，第一大卖出营业部为国泰海通证券股份有限公司上海静安区新闸路证 券营业部，卖出金额为8621.34万元。 合锻智能(603011)今日下跌6.04%，全天换手率28.50%，成交额26.36亿元，振幅14.63%。龙虎榜数据显 示，营业部席位合计净卖出7165.69万元。 近半年该股累计上榜龙虎榜18次，上榜次日股价平均涨2.30%，上榜后5日平均跌0.70%。 资金流向方面，今日该股主力资金净流出2.39亿元，其中，特大单净流出1.84亿元，大单资金净流出 5495.12万元。近5日主力资金净流入1.06亿元。 4月29日公司发布的一季报数据显示，一季度公司共实现营业收入4.20亿元，同比增长32.54%，实现净 利润739 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 烟台亚通精工机械股份有限公司（以下简称"公司"）于2024年7月22日召开第二届董事会第十三次会议 和第二届监事会第十三次会议，审议通过了《关于使用部分闲置募集资金临时补充流动资金的议案》， 同意公司在不影响募集资金投资项目建设进程的情况下，使用不超过人民币1.2亿元首次公开发行股票 的闲置募集资金暂时补充流动资金，使用期限为自董事会审议通过之日起不超过12个月。详细内容见公 司2024年7月23日在指定媒体及上海证券交易所网站（www.sse.com.cn）披露的《关于使用部分闲置募 集资金临时补充流动资金的公告》（公告编号：2024-059）。公司实际使用闲置募集资金临时补充流动 资金的金额为1.2亿元。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603190 证券简称：亚通精工 公告编号：2025-046 烟台亚通精工机械股份有限公司 关于提前归还临时补充流动资金的 闲置募集资金的公告 烟台亚通精工机械股份有限公司董事会 2025年6月4日 公司在该部分闲 ...

IPO Review and Registration Progress - The recent surge in IPO applications has led to 9 new IPO applications being accepted in the last week [2] - Notable companies include Yue Long Technology, Hao De CNC, Hai Sheng Medical, Yong Li Precision, Mei De Le, and Da Ya Co., with various business focuses ranging from fluid transport to medical devices and precision steel pipes [2][3][4] - Hai Sheng Medical reported a revenue of 3.04 billion yuan for 2024, a slight decrease of 0.7% year-on-year, with a net profit of 710 million yuan, down 9.12% [3] - Yong Li Precision expects revenues of 5.68 billion yuan and a net profit of 950 million yuan in 2024, with a growing reliance on major clients [4] - Mei De Le anticipates revenues of 11.38 billion yuan and a net profit of 2.11 billion yuan in 2024, with a significant portion of revenue coming from the new energy battery sector [4] New IPOs and Fundraising - Shaanxi Tourism's IPO has been accepted, aiming to raise 1.555 billion yuan for various tourism-related projects [5][6] - The company integrates tourism performance, cableway operations, and project management, leveraging local resources [5] - Aifenda has submitted its IPO registration, seeking to raise approximately 665 million yuan for production line upgrades and working capital [9] - Tianfu Long has received approval for its IPO, planning to raise 790 million yuan for production projects [9] Market Trends and Regulatory Developments - The Shanghai government aims to cultivate 3-5 unicorns in the rehabilitation assistive devices sector by 2027, promoting investment and efficiency in the industry [12] - Guangdong province encourages fintech companies to go public, engage in mergers and acquisitions, and issue special corporate bonds to enhance digital financial development [13]

Core Viewpoint - The report from Zhongyou Securities highlights the rapid growth of Haomai Technology (002595), with significant potential in machine tools and vulcanizing machines [1] Financial Performance - In 2024, the company achieved revenue of 8.813 billion yuan, a year-on-year increase of 22.99% - The net profit attributable to shareholders was 2.011 billion yuan, up 24.77% year-on-year - The net profit excluding non-recurring items was 1.887 billion yuan, reflecting a 20.50% increase year-on-year - For Q1 2025, revenue reached 2.279 billion yuan, a 29.06% year-on-year growth - The net profit attributable to shareholders for Q1 2025 was 520 million yuan, increasing by 29.96% year-on-year - The net profit excluding non-recurring items for Q1 2025 was 501 million yuan, up 33.68% year-on-year [2] Business Segments - All three major business segments experienced rapid growth, with revenue from molds, large component machinery, CNC machine tools, and others being 4.651 billion, 3.332 billion, 399 million, and 431 million yuan respectively - Year-on-year growth rates for these segments were 22.73%, 20.31%, 29.30%, and 44.78% respectively - The gross margin for 2024 was 34.30%, a slight decrease of 0.35 percentage points year-on-year, with the mold gross margin decreasing by 3.1 percentage points to 39.59% and the large component machinery gross margin increasing by 2.66 percentage points to 25.67% - The expense ratio for 2024 increased by 0.28 percentage points to 8.7%, with the sales expense ratio decreasing by 0.38 percentage points to 0.92% [3] Global Expansion and New Products - The tire mold business is driving global capacity construction, with the Thailand factory expansion completed in October 2023 and the Mexico factory set to begin operations in April 2024 - The new electric heating vulcanizing machine, which offers significant advantages in energy saving and environmental protection, has begun small-scale applications with clients, resulting in a total bid amount of 135 million yuan [4] - A new high-end casting project is expected to boost revenue from large component machinery, with a capacity of 65,000 tons primarily for wind power components, set to begin production around June 2025 [4] Product Development - In 2024, the company launched new products including horizontal five-axis turning-milling composite machining centers and five-axis blade machining centers, targeting high-precision processing of complex parts - A machine tool laboratory is being established to support the development and stable production of high-end machine tools, expected to be operational in the second half of 2025 [5] Profit Forecast and Valuation - Revenue projections for 2025-2027 are 10.386 billion, 11.767 billion, and 13.076 billion yuan, with year-on-year growth rates of 17.85%, 13.29%, and 11.13% respectively - Net profit forecasts for the same period are 2.356 billion, 2.700 billion, and 3.038 billion yuan, with year-on-year growth rates of 17.13%, 14.61%, and 12.50% respectively - The corresponding PE valuations for 2025-2027 are 20.83, 18.17, and 16.15, with an initial coverage rating of "Accumulate" [6]

得到全国推广的广东制造业数字化转型"链式改造"，又有了新玩法。 为解决"找谁转""怎么转"等核心问题，广东建设省级制造业数字化转型促进中心，汇聚技术、金融、数 据、人才等多方资源，搭建数字化转型公共服务平台，提供产品选型、技术验证、应用推广、供需对 接、人才培训等数字化改造一站式服务。 与此同时，全省各地结合自身优势，积极探索具有地方特色的数字化转型生态。 5月27日，全省制造业数字化"链式改造"交流会在中山举行。记者在会上获悉，目前，广东省推动了4.4 万家规模以上工业企业数字化转型；累计培育300多个"灯塔式"标杆项目，其中100多个项目入选国家级 试点示范；重点培育9个国家级跨行业跨领域工业互联网平台，居全国第一。 "海外重要客户在验厂时，看到我们的'5G制造大脑'，坚定了他们下单的信心，为我们带来了一年约 30%的订单增长！"谈到"链式改造"带来的变化，广东日星机械科技有限公司副总经理谢凡喜上眉梢。 这是广东制造业数字化转型"链式改造"的缩影。从"单点突破"到"链式改造"，从龙头企业示范到中小企 业普及，在广东制造业数字化团战中，产业链上下游企业正在全民"上分"。 优化制造业数字化转型生态 制造业数字 ...