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 ...

Core Viewpoint - *ST XinYuan (300472) has experienced a significant stock price surge after being applied for reorganization by creditors, indicating potential for recovery despite facing delisting risks and ongoing legal issues [1][3][5]. Group 1: Company Financials and Performance - *ST XinYuan has been in a precarious financial situation, with a reported revenue of only 1.31 billion and a net loss of 442 million for the year 2024, alongside overdue debts totaling 183 million [6]. - The company has faced continuous losses for five years, with a cumulative stock price drop of 53% in 2023, leading to a market capitalization of only 842 million, the lowest among A-shares excluding those in delisting procedures [4][6]. - In the first quarter of 2025, the company reported a revenue of 380.83 million and a net loss of 17.23 million [6]. Group 2: Legal and Regulatory Issues - The company is under investigation by the China Securities Regulatory Commission for alleged information disclosure violations, which has led to significant adjustments in its financial statements, including a reduction of 1.67 billion in 2022 revenue [7]. - The company has been involved in multiple lawsuits, with a total of 572.88 million in unresolved legal cases reported within the last 12 months [8]. - The company's actual controller and chairman have been restricted from high consumption due to ongoing legal issues [8]. Group 3: Market Reaction and Future Outlook - Following the announcement of the reorganization application, *ST XinYuan's stock price hit the daily limit up of 20%, increasing its market value to 1.01 billion [5]. - The potential for reorganization could improve the company's financial structure and promote healthier development, although the success of this process remains uncertain [4].

Company Overview - Lehui International closed at 30.82 yuan, down 1.25%, with a rolling PE ratio of 139.81 times and a total market value of 3.72 billion yuan [1] - The company operates in the specialized equipment industry, which has an average PE ratio of 63.41 times and a median of 50.07 times, placing Lehui International at the 229th position in the industry ranking [1] Shareholder Information - As of March 31, 2025, Lehui International had 8,564 shareholders, a decrease of 629 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1] Business Operations - Lehui International focuses on the research, production, and manufacturing of liquid food equipment, with key products including brewing equipment for alcoholic beverages, sterile filling equipment, and other bioprocess equipment [1] - The company has been recognized as a national champion in manufacturing, with its beer brewing equipment and filtration equipment awarded national-level champion product status [1] Financial Performance - In the latest quarterly report for Q1 2025, the company reported revenue of 206 million yuan, a year-on-year decrease of 5.87%, while net profit reached 8.94 million yuan, reflecting a year-on-year increase of 160.61%, with a gross profit margin of 20.66% [1]

供需整体回升，行业分化。 6 月供需指数回升，符合季节性规律。从行业看，食品及酒饮料精制茶、专用 设备等行业的供需指数位于扩张区间。究其原因，一方面，关税摩擦缓和后，出口链在供需端逐步恢复。 另一方面，积极财政发力，设备更新政策效果持续释放。相比之下，非金属矿物制品、黑色金属冶炼及压 延加工等行业的供需指数继续收缩。主因或在于，房地产压力之下，终端需求不足。这一点价格指数也有 所体现。 6 月制造业价格指数回升，主要受中东局势紧张，油价飙升的推动。而黑色冶炼行业的价格指数 持续回落。 非制造业景气度：服务平稳，建筑分化。 服务业的商务活动指数略降，基本保持平稳。从行业看，邮政、 电信广播电视及卫星传输服务、互联网软件及信息技术服务等生产性行业的商务活动指数位于较高景气区 间；但是五一假期效应消退后，零售、道路运输、航空运输、住宿、餐饮、房地产等行业商务活动指数均 低于临界点。此外，建筑业景气度超季节性回升，子行业的分化值得关注。一方面，土木工程建筑业商务 活动连续三个月处于较高景气区间。另一方面，商品房需求在二季度较为疲软，可能对整体建筑业景气度 有所拖累。 政策或不断积极。 在关税摩擦缓和后，内部解决好低通 ...