证券代码：301533 证券简称：威马农机 公告编号：2025-054 威马农机股份有限公司 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： 一、会议召开和出席情况 （一）会议召开情况 现场会议召开时间：2025 年 8 月 13 日（星期三）14:30 网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 8 月 13 日上午 9:15-9:25，9:30-11:30 和下午 13:00-15:00；通过深圳证券交易所互 联网投票系统投票的具体时间为: 2025 年 8 月 13 日 9:15 至 15:00 期间的任意时间。 司法》《中华人民共和国证券法》《深圳证券交易所创业板股票上市规则》等有关法 律、行政法规、部门规章、规范性文件和《公司章程》的有关规定。 总表决情况：同意 71,437,700 股，占出席本次股东会有效表决权股份总数的 弃权 4,300 股（其中，因未投票默认弃权 0 股），占出席本次股东会有效表决权股份 总数的 0.0060％。 （二）会议出席情况 （1）股东出席的总体情况 通过现场和网络投票的 ...

证券代码：300022 证券简称：吉峰科技 公告编号：2025-075 吉峰三农科技服务股份有限公司 关于对子公司提供担保暨 2025 年年度担保预计的进展公告 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。 一、担保情况概述 吉峰三农科技服务股份有限公司（以下简称"公司"）于 2024 年 12 月 11 日、2024 年 12 月 30 日分别召开第六届董事会第十四次会议、2024 年第五次临 时股东大会，会议审议通过了《关于 2025 年度担保额度预计的议案》，预计 2025 年度对外担保总额度为人民币 78,160.00 万元，该担保额度包含之前已审批的仍 在有效期内的担保。上述担保额度有效期为 2024 年第五次临时股东大会审议通 过该议案之日起 12 个月内，在上述有效期内发生的担保均在此次审批范围，担 保发生时授权公司经营管理层签署相关协议及法律文书。具体内容详见公司 担保额度预计的公告》（公告编号：2024-123）。 二、担保进展情况 公司于 2025 年 8 月 13 日召开第六届董事会第二十七次会议，审议通过《关 于子公司申请银行授信的议 ...

Group 1: Company Developments - Zhengzhou Coal Mining Machinery Group (Zhengmei) has successfully secured an order for high-end intelligent mining equipment to be exported to Indonesia, marking a significant achievement in the international market [1][2] - The equipment is designed for coal seam mining over 6 meters and is noted for its advanced level of automation, positioning Zhengmei as a leader in the industry [1] - The collaboration with Indonesia's TCM company represents a key project under China's Belt and Road Initiative, showcasing the global reach of Zhengmei's products [1] Group 2: Financial Support and Risk Management - China Export & Credit Insurance Corporation (Sinosure) provided crucial support to Zhengmei by conducting a rapid credit assessment of the Indonesian buyer, enabling the project to proceed despite potential financial risks [2] - Sinosure has been a long-term partner of Zhengmei since 2007, with total insured amounts exceeding $200 million, facilitating order acquisition and risk management for overseas projects [2] - In the first half of the year, Sinosure's overall insured amount reached $56.29 billion, reflecting an 18.7% year-on-year increase, indicating strong support for companies in the region [3] Group 3: Industry Growth and Export Performance - The foreign trade import and export volume of Henan Province reached 412.53 billion yuan in the first half of the year, a 26.2% increase year-on-year, highlighting the province's robust economic performance [3] - Sinosure's support has been instrumental in helping various manufacturing enterprises, including Zhengmei and AnTu Bioengineering, expand their international presence and manage risks effectively [10][12] - The collaboration between Sinosure and local companies has led to significant growth in exports, with AnTu Bioengineering's overseas sales projected to exceed 284 million yuan in 2024, a 36.25% increase from 2023 [4][5] Group 4: Cross-Border E-commerce and Innovation - Zhengzhou has emerged as a hub for cross-border e-commerce, with companies like Zhiou Home Technology leveraging innovative logistics and risk management solutions to expand their international market reach [11][12] - Sinosure has tailored risk management services for cross-border e-commerce businesses, resulting in a 284.6% increase in insured amounts for this sector in the first half of the year [12] - The establishment of a provincial-level political risk insurance platform for cross-border e-commerce aims to enhance the support system for foreign trade enterprises, fostering innovation and growth in the sector [12][13]

"十四五"时期，全国预计新增减税降费累计超10万亿元。这些"省"出来的钱，不仅成为各类经营主体持 续发展的重要资金来源，也为经济高质量发展持续注入强劲动力。 从税务登记的数据来看，截至今年上半年，全国涉税经营主体突破了1亿户，比2020年净增加3000万 户。增值税发票数据显示，2021年至2024年，装备制造业和高技术制造业销售收入年均分别增长9.6% 和10.4%，今年上半年同比分别增长8.9%和11.9%；民营经济销售收入占全国比重由2020年的68.9%提高 至今年上半年的71.7%。 立足长远，一系列减税降费政策正加快推动形成企业发展、产业升级与经济增长的良性循环。 走进河北英虎农业机械股份有限公司的生产车间，工人们正在吊装流水线上紧张地装配收割机的零部 件。这家集自主研发、生产、销售、服务为一体的玉米收获机械专业制造企业，2024年营业收入近7.7 亿元，利润总额达1.1亿元，实现了历史性突破。 （辛 文） "税收优惠政策盘活了流动资金，对企业发展起到了重要作用。"企业财务负责人张木水介绍，2024年， 该企业已经享受的各类税费优惠累计超过2800万元。此外，预计还可享受企业所得税研发加计扣除及减 ...

美国加征关税措施还将给南非经济及社会发展带来更为广泛的不利影响，包括造成大量失业、拉低经济 增长率、削弱南非货币兰特并造成汇率波动、降低南非产品在全球贸易中的竞争力、影响南非供应链安 全等。兰特被削弱后将造成南非居民可支配收入减少，进而抑制消费支出。南非对美国出口货运公司的 业务将大受影响，甚至会逐步停止服务，这一后果不仅会造成相关就业岗位丧失，也会打击南非的贸易 竞争力和供应链韧性，将加大南非经济的不确定性。标准普尔全球南非采购经理人指数显示，南非当前 的商业信心仍低于长期平均水平。南非从事对美出口业务的中小企业受到的冲击尤其巨大，这些企业将 面对出口美国订单大幅减少的局面。 南非经济专家指出，尽管美国对南非施以关税重压，但南非仍重视维护与美国的经贸关系，认为与美国 保持贸易关系对南非多个行业的长期发展有重要意义。南非官方近期多次以不同方式表示，南非将继续 与美国进行贸易及投资谈判。南非决定不对美国关税措施采取报复措施，称无意与美国"脱钩"。南非总 统拉马福萨近日表示，南非将在南美双边贸易投资谈判中继续尽一切努力维护南非国家利益。此前，南 非政府在美国对南非实施关税措施最后期限之前，已向美方提交了旨在加强双 ...

Investment Rating - The report maintains a "Buy" rating for the machinery industry [1] Core Views - The 2025 World Robot Conference has opened, indicating a boost in demand for engineering machinery driven by the construction of the Yarlung Zangbo River hydropower station [1] - The humanoid robot sector is experiencing significant investment and development, with multiple companies completing substantial funding rounds to enhance technology and production capabilities [4][5][6] - The engineering machinery sector is expected to benefit from increased domestic sales and export growth, particularly in excavators, as infrastructure projects ramp up [15][16] Summary by Relevant Sections Humanoid Robots - Zero Point Robotics completed multiple funding rounds, focusing on technology development and mass production [4] - Fourier launched the Care-bot GR-3, a humanoid robot with advanced interaction capabilities [5] - The humanoid robot industry is projected to see significant growth in 2025, with mass production expected to address data scarcity issues [7] Machine Tools & Cutters - Japan's machine tool orders in June 2025 totaled 133.15 billion yen, showing a slight year-on-year decline but a month-on-month increase [8] - China's metal cutting machine tool production in the first half of 2025 reached 402,600 units, a year-on-year increase of 13.5% [8] - Investment opportunities include companies like Kode CNC and Haitan Precision [8] Agricultural Machinery - The agricultural machinery market in China showed a slight increase in the AMI index, with tractor exports growing significantly [9][10] - The demand for agricultural machinery is expected to rise due to government policies promoting modern agricultural practices [10] Engineering Machinery - The Yarlung Zangbo River hydropower project is expected to create substantial demand for engineering machinery, with total investment around 1.2 trillion yuan [15] - Excavator sales in July 2025 reached 17,138 units, a year-on-year increase of 25.2% [16] - Key companies to watch include Zoomlion and SANY Heavy Industry [16] Forklifts - Forklift sales in June 2025 reached 137,570 units, a year-on-year increase of 23.1% [16] - The market for unmanned forklifts is projected to grow significantly, with a forecasted sales increase of 39.3% in 2025 [17] Rail Transit Equipment - The demand for rail transit equipment is expected to rise due to increased railway investment and passenger traffic recovery [18] Semiconductor Equipment - The implementation of reciprocal tariffs is accelerating the domestic substitution of key semiconductor equipment [19][20] - The focus on advanced semiconductor manufacturing equipment is expected to drive growth in the sector [20] New Energy Equipment - Solid-state battery technology is advancing, with companies like Funeng Technology making significant progress in product development [21][23] - The solid-state battery production line is expected to benefit from new equipment and technology upgrades [23] Low-altitude Economy and EVTOL - The low-altitude economy is anticipated to accelerate in 2025, with potential for new industries and consumer experiences [24][25]

Group 1 - The financial sector plays a crucial role in supporting various industries and the overall economy, as highlighted by the Central Financial Work Conference [1] - Xinjiang is recognized as China's largest cotton production base, benefiting from its favorable climate for cotton growth, which includes ample sunlight and significant temperature variations [2] - The cotton harvesting process in Xinjiang has become highly mechanized, with advanced machinery like the "Tian'e" cotton picker significantly improving efficiency and productivity for farmers [2] Group 2 - The cotton processing stage, known as ginning, is essential for converting seed cotton into lint cotton, which is then used for spinning [3] - Xinjiang Jianzi Cotton Industry Co., Ltd. has expanded its operations by integrating upstream and downstream processes, enhancing market reach and value addition, while also facing increased financial pressure for raw material procurement [3] - The company reports an annual revenue of approximately 2 billion yuan, supported by tailored financial products from Guangfa Bank [3] Group 3 - The transformation from raw cotton to yarn involves complex textile processes that combine modern technology with traditional craftsmanship [4] - Donghengxing Textile Technology Co., Ltd. has benefited from Guangfa Bank's financial support, which has enabled the company to innovate and improve its production capabilities [4] - The bank provided over 300 million yuan in loans to support the company's operational needs and technological advancements [4] Group 4 - Xinjiang's textile industry is positioned as a key player in China's Belt and Road Initiative and the Xinjiang Free Trade Zone, contributing to high-quality economic development [5] - Guangfa Bank aims to promote high-quality Xinjiang cotton on a global scale, supporting the region's economic and social development [5]

Core Points - The ongoing economic and geopolitical rivalry between the US and China has created significant uncertainty in the global economy, affecting ordinary citizens with high prices and economic instability [1] - The trade conflict is rooted in long-standing tensions that escalated after the Trump administration adopted a comprehensive strategy to pressure China, starting from January 2025 [2] - The US has implemented a series of tariffs and trade restrictions on Chinese goods, significantly increasing the total tariff level and impacting Chinese exports [2] - In response to US actions, China has enacted strong countermeasures, including export bans on critical materials and increased tariffs on US goods, which have disrupted US supply chains [6][10] - The trade war has led to a rise in effective tariff rates in the US, reaching the highest level since 1934, and has resulted in market volatility and negative employment data [12] Trade Policies - The US imposed a 10% tariff on all Chinese imports in March 2025, which escalated to a total tariff level of 54% by April 2025, affecting various sectors from agriculture to electronics [2] - The US further increased tariffs on Chinese goods to 104% and initiated investigations into Chinese maritime logistics and shipbuilding, targeting key industries [2] - China's countermeasures included banning exports of gallium, germanium, and other critical materials to the US, which are essential for various advanced technologies [6] Geopolitical Dynamics - The US has sought to strengthen alliances in the Indo-Pacific region to counter China's influence, criticizing China's actions in the Taiwan Strait and South China Sea [5] - Despite tensions, there remains potential for cooperation between the US and China in areas such as climate change and technology exchange, depending on the US's approach [14] Economic Impact - The trade war has resulted in an additional tax burden of approximately $1,300 per American household due to the tariffs imposed by the Trump administration [2] - The escalation of tariffs has led to increased costs for US consumers and businesses, contributing to economic instability and market downturns [12]

Core Viewpoint - Deere (DE) is expected to report a significant decline in quarterly earnings and revenues, with analysts predicting earnings of $4.62 per share, a decrease of 26.6% year-over-year, and revenues of $10.26 billion, down 9.9% from the previous year [1]. Earnings Projections - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating that analysts have not revised their initial projections [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts estimate that 'Net Sales and Revenues- Equipment Operations- Net sales' will reach $10.18 billion, reflecting a year-over-year decline of 10.6% [5]. - 'Net Sales and Revenues- Construction & forestry net sales' is projected to be $3.11 billion, indicating a decrease of 4% year-over-year [5]. - 'Net Sales and Revenues- Agriculture and Turf' is expected to be $7.07 billion, down 13.3% from the prior-year quarter [6]. - 'Net Sales and Revenues- Small ag & turf net sales' is forecasted at $2.78 billion, a decline of 8.9% year-over-year [6]. - The estimate for 'Net Sales and Revenues- Production & precision ag net sales' stands at $4.28 billion, reflecting a 16% decrease from the year-ago quarter [7]. - Overall 'Net Sales and Revenues- Net sales' is projected to be $10.17 billion, down 10.7% year-over-year [7]. - 'Net Sales and Revenues- Other revenues' is expected to reach $274.89 million, indicating a slight decline of 0.4% [7]. Financial Services Revenue - Analysts predict 'Net Sales and Revenues- Financial services revenues' will likely reach $1.51 billion, showing a year-over-year increase of 1.7% [8]. - 'Net Sales and Revenues- Financial services- Total' is expected to be $1.62 billion, reflecting a decrease of 3.1% year-over-year [8]. - 'Net Sales and Revenues- Financial services- Finance and Interest Income' is projected at $1.49 billion, indicating a decline of 3.3% [9]. - 'Net Sales and Revenues- Financial services- Other Income' is estimated at $129.33 million, down 0.5% year-over-year [9]. - The estimate for 'Net Sales and Revenues- Equipment Operations- Finance and interest income' is $134.75 million, reflecting a year-over-year decline of 13.1% [10]. Stock Performance - Shares of Deere have experienced a decline of 0.4% over the past month, contrasting with a 2.7% increase in the Zacks S&P 500 composite [11]. - With a Zacks Rank of 3 (Hold), Deere is expected to perform in line with the overall market in the near future [11].

全球及中国自走式农业喷雾器行业现状调查及前景预测分析报告2025~2031年 【全新修订】：2025年8月 【出版机构】：中智信投研究网 【内容部分有删减·详细可参中智信投研究网出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 报告目录 1 自走式农业喷雾器市场概述 1.4.3.1 自走式农业喷雾器有利因素 1.1 自走式农业喷雾器行业概述及统计范围 1.4.3.2 自走式农业喷雾器不利因素 1.2 按照不同产品类型，自走式农业喷雾器主要可以分为如下几个类别 1.2.1 全球不同产品类型自走式农业喷雾器规模增长趋势2020 VS 2024 VS 2031 1.2.2 容量<2000 L 1.2.3 容量2000 - 4000 L 1.2.4 容量>4000 L 1.3 从不同应用，自走式农业喷雾器主要包括如下几个方面 1.3.1 全球不同应用自走式农业喷雾器规模增长趋势2020 VS 2024 VS 2031 1.3.2 高茎作物 1.3.3 旱地作物 1.3.4 水田作物 1.4 行业发展现状分析 1.4.4 进入行业壁垒 2 行业发展现状及"十五五"前景预测 2.1 全球自走 ...