Group 1 - The company, Tianjin Saixiang Technology Co., Ltd., has been identified as the first candidate for the bid of the Airbus Tianjin A320 series aircraft second assembly line project for the transportation tooling fixtures [1] - The bidding announcement period has ended, and the results have been published by the bidding organization, Tianjin Binhai International Tendering Development Co., Ltd. [1] - If the formal contract is signed and implemented smoothly, the project is expected to have a positive impact on the company's future operating performance during the contract execution period [1]

Market Performance - On July 2, the three major A-share indices collectively declined, with the Shanghai Composite Index down 0.09% to 3454.79 points, the Shenzhen Component Index down 0.61% to 10412.63 points, and the ChiNext Index down 1.13% to 2123.72 points [1] Fund Manager Changes - In the past 30 days, there have been changes in 434 fund managers across various fund products, indicating potential impacts on future fund performance [1] - On July 2, one fund product announced the departure of a fund manager due to job changes [1] Fund Manager Profiles - Anxin Fund's Nie Shilin currently manages assets totaling 2.91 billion yuan, primarily in mixed funds, with the highest return of 198.13% over 9 years and 137 days from the Anxin Advantage Growth Mixed A fund [1] - Guangfa Fund's Su Wenjie manages assets totaling 3.89 billion yuan, focusing on mixed and stock funds, with a top return of 167.66% over 5 years and 153 days from the Jiashi Resource Selection Stock A fund [1] Fund Research Activity - In the past month (June 2 - July 2), Huaxia Fund conducted the most company research, engaging with 56 companies, followed by Bosera, Penghua, and Jiashi Funds with 53, 45, and 43 companies respectively [1] - The communication equipment industry was the most researched sector with 176 inquiries, followed closely by the specialized equipment industry with 175 inquiries [1] Individual Stock Focus - The most researched individual stock in the past month was Lexin Technology, with 69 fund companies participating in the research, followed by Maiwei Bio and Zhongke Shuguang with 67 and 65 fund companies respectively [1] - In the last week (June 25 - July 2), Maiwei Bio was the most researched stock with 57 fund institutions involved, while Taotao Automotive, Shunwang Technology, and Binglun Environment also received significant attention with 42, 35, and 34 fund institutions respectively [1]

Group 1 - The stock of Xinyi Chang (688383) has a comprehensive score of 50.21, indicating a strong performance [1] - The main cost analysis shows the following prices: current main cost at 49.55 yuan, 5-day main cost at 50.94 yuan, 20-day main cost at 50.49 yuan, and 60-day main cost at 47.54 yuan [1] - There have been no instances of the stock hitting the upper limit in the past year, and it has also not hit the lower limit [1] Group 2 - The short-term pressure level is set at 52.00 yuan, while the short-term support level is at 50.86 yuan [2] - The stock price has broken through the short-term support level, suggesting a cautious approach in the short term; the mid-term trend remains unclear [2] - On July 2, 2025, the net outflow of main funds was 16.34 million yuan, accounting for 26% of the total transaction amount [2]

Group 1 - The stock of Buke Co., Ltd. (688160) has a comprehensive score of 47.72, indicating a weak performance [1] - The main cost analysis shows that the current main cost is 85.05 yuan, with a 5-day main cost of 85.15 yuan and a 20-day main cost of 90.89 yuan [1] - In the past year, the stock has experienced 0 instances of hitting the upper limit and 1 instance of hitting the lower limit [1] Group 2 - The short-term pressure level is at 86.71 yuan, while the short-term support level is at 84.70 yuan [2] - The mid-term pressure level is 90.60 yuan, and the mid-term support level is 79.61 yuan [2] - The current trend is unclear, with the market waiting for the main funds to choose a direction [2] Group 3 - On July 2, 2025, the net inflow of main funds was 14.09 million yuan, accounting for 14% of the total transaction amount [2] - The net inflow from large orders was 8.05 million yuan, while the net outflow from retail investors was 539,600 yuan [2] - Related industry sectors such as specialized equipment, industrial internet, IoT, and medical device concepts showed declines of -0.51%, -0.74%, -1.20%, and -0.80% respectively [2]

投资者关系活动 类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称及 人员姓名 申万宏源证券、华源证券、上海常青藤资产管理有限公司、 厦门坤易投资管理有限公司、太平养老保险、福建千寻私募 基金管理有限公司、上海兆明资产管理合伙企业（有限合伙）、 上海泉上私募基金有限公司、永赢基金、奇盛基金 时间 2025 年 7 月 2 日 地点 公司会议室 上市公司接待人 员姓名 副总经理兼董事会秘书葛明、子公司业务负责人 投资者关系活动 主要内容介绍 1、请简要介绍下公司主营业务以及产品的基本情况？ 公司主营业务为全自动平衡机及自动化设备的研发、设 计、生产和销售。公司核心产品全自动平衡机在电机、电动 工具、家用电器、泵、风机、汽车、化工、高铁、电力、船 舶和航空航天等行业领域得到使用。由于平衡机的市场应用 广泛，近年来公司积累了上千家客户，本身也具备工程研发 能力，公司利用客户群体优势围绕平衡主业进行了由点到面 的外延式拓展，自主开发了电机的自动化生产线以及校直机 证券代码：300553 证券简称：集智股份 投资者关系活动记录表 编号：2025-005 ...

Company Overview - Shanghai ShenKai Petroleum Chemical Equipment Co., Ltd. specializes in the research, development, manufacturing, and sales of equipment in the oil exploration, drilling, and refining sectors [1] - The main products include oil drilling equipment, logging equipment and services, while drilling equipment and services, oil analysis instruments, logging instruments and services, as well as property leasing and management [1] Financial Performance - For Q1 2025, the company reported revenue of 202 million yuan, representing a year-on-year increase of 41.78% [1] - The net profit for the same period was 18.46 million yuan, showing a significant year-on-year growth of 434.81% [1] - The sales gross margin stood at 33.79% [1] Market Position - As of July 2, the company's stock closed at 10.11 yuan, with a rise of 10.01%, and a rolling price-to-earnings (PE) ratio of 67.96, marking a new low in 65 days [1] - The total market capitalization is 3.679 billion yuan [1] - In comparison to the industry, the average PE ratio for the specialized equipment sector is 62.62, with a median of 50.45, placing ShenKai at the 190th position [1][2] Capital Flow - On July 2, the net inflow of main funds into the company was 94.08 million yuan, with a total inflow of 132.53 million yuan over the past five days [1]

Group 1 - The stock of Mannester (301325.SZ) closed at 59.69 RMB, with a decline of 2.77%, currently in a state of breaking issue [1] - Mannester was listed on the Shenzhen Stock Exchange's ChiNext on May 12, 2023, with an initial public offering (IPO) of 30 million shares at a price of 76.80 RMB per share [1] - The total amount raised from the IPO was 230.4 million RMB, with a net amount of 210.69 million RMB, exceeding the original plan by 157.60 million RMB [1] - The funds raised are intended for various projects including the industrialization of coating technology and working capital [1] - The total issuance costs for the IPO amounted to 19.71 million RMB, with the lead underwriter receiving 15.50 million RMB [1] Group 2 - Mannester announced a 2023 annual equity distribution plan, proposing a cash dividend of 5.00 RMB for every 10 shares and a capital reserve increase of 2 shares for every 10 shares [2] - The record date for the equity distribution is set for May 23, 2024, with the ex-dividend date on May 24, 2024 [2]

其 他 报 告 2025年07月02日 晨会纪要 | 国内市场 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 上证综合指数 | 3458 | 0.39 | 1.91 | | 深证成份指数 | 10476 | 0.11 | 3.73 | | 沪深300指数 | 3943 | 0.17 | 1.95 | | 创业板指数 | 2148 | -0.24 | 5.69 | | 上证国债指数 | 226 | 0.02 | 0.02 | | 上证基金指数 | 6939 | -0.01 | 0.37 | 资料来源:同花顺iFinD | 海外市场 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 中国香港恒生指数 | 24072 | -0.87 | 3.20 | | 中国香港国企指数 | 8678 | -0.96 | 2.76 | | 中国台湾加权指数 | 22554 | 1.34 | 2.42 | | 道琼斯指数 | 44095 | 0.63 | 3.82 | | ...

关于 2022 年第一期员工持股计划 第三个锁定期届满暨解锁条件成就的公告 证券代码：002526 证券简称：山东矿机 公告编号：2025-024 山东矿机集团股份有限公司 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、误导性陈述或重大遗漏。 山东矿机集团股份有限公司（以下简称"公司"）于 2025 年 7 月 1 日召开 第六届董事会 2025 年第二次临时会议，审议通过《关于 2022 年第一期员工持股 计划第三个锁定期届满暨解锁条件成就的议案》，公司 2022 年第一期员工持股计 划（以下简称"本员工持股计划"）第三个锁定期于 2025 年 6 月 30 日届满，根 据本员工持股计划 2024 年度公司业绩完成情况及持有人 2024 年度个人绩效考核 情况，第三个解锁期解锁条件已成就。现将相关情况公告如下： 司 2022 年第一期员工持股计划相关事宜的议案》，同意公司实施 2022 年第一期 员工持股计划，具体内容详见公司刊登于《中国证券报》《上海证券报》《证券 时报》《证券日报》及巨潮资讯网（http://www.cninfo.com.cn）的相关公告。 司出具的《证券过户 ...

广发证券 资深宏观分析师 王丹 bjwangdan@ gf.com.cn 广发宏观郭磊团队 摘要 第一， 6 月制造业 PMI 环比小幅上行 0.2 个点至 49.7 。 15 个细分制造业中，位于景气扩张的行业个数为 6 个，较 5 月增加了 2 个：石油加工及炼焦、 专用设备由景气收缩回到荣枯线上方。 第二， 从绝对景气度看，石油、化纤、电气机械、专用设备、农副食品等景气领先。我们理解：石油、化纤受大宗价格影响；专用设备广泛包括采矿设备、建 筑设备、原材料加工设备、食品轻工和医药设备、电子电工设备、环保设备等，受益于本轮大规模设备更新；电气机械主要包括新能源相关、家电相关，同时 受益于能源转型行业趋势和"两新"红利；计算机通信电子受益于" AI+ "的行业趋势和"两新"红利；农副食品属于今年少有的景气一直偏高的下游行业，受益 于消费环境好转。 第三， 环比代表边际变化， 6 月景气环比前值改善的行业包括汽车、医药、石化产业链、专用设备、非金属矿。我们理解：（ 1 ）汽车行业包含内外需驱 动，一则出口订单环比上行 7.8 个点，二则" 618" 促销带动 6 月狭义乘用车零售同比增长 13.4% ，环比增长 ...