登录新浪财经APP 搜索【信披】查看更多考评等级 影响股市利好与利空消息 宏观新闻 1、12月3日，国务院以"深入推进以人为本的新型城镇化，着力构建城乡融合发展新格局"为主题，进行 第十七次专题学习。国务院总理李强在主持学习时强调，要认真学习贯彻习近平总书记和党中央关于深 入实施新型城镇化战略的决策部署，坚持以人为本提高城镇化质量水平，充分释放城乡融合发展蕴藏的 巨大内需潜力，为经济社会发展提供强劲动力。 2、外交部发言人林剑昨日主持例行记者会。记者提问称，美国总统特朗普签署一项法案，该法案要求 美国务院定期审查美台关系，并寻找深化美台关系的途径。林剑强调，中方敦促美方切实恪守一个中国 原则和中美三个联合公报，慎之又慎处理台湾问题，停止美台官方往来，不向"台独"分裂势力发出任何 错误信号。 3、根据有关工作安排，财政部将于12月10日在香港特别行政区发行2025年第六期人民币国债，发行规 模为70亿元，具体发行安排将在香港金融管理局债务工具中央结算系统公布。 4、摩根士丹利小幅上调了中国股票指数目标，将2026年12月沪深300指数的目标点位定为4840点，并表 示"明晟中国指数12个月前瞻市盈率在12至13 ...

格隆汇12月3日丨中际联合(605305.SH)在互动平台表示，目前公司没有进入住宅用电梯市场的计划。 ...

Core Viewpoint - The report highlights the current state and future trends of the elevator industry in China, indicating a mixed performance in production figures for 2025, with a projected increase in production but a decline in cumulative production for the first nine months of the year [1] Industry Summary - In September 2025, the production of elevators, escalators, and lifts in China is expected to reach 135,000 units, representing a year-on-year growth of 6.3% [1] - From January to September 2025, the cumulative production of elevators, escalators, and lifts in China was 1,021,000 units, showing a cumulative decline of 3.9% [1] - The data indicates a potential recovery in production rates towards the end of 2025, despite the earlier decline in the year [1] Company Summary - Listed companies in the elevator sector include 康力电梯 (Kangli Elevator), 森赫股份 (Senhe Co.), 广日股份 (Guangri Co.), 上海机电 (Shanghai Mechanical), 金螳螂 (Jin Tanglang), 快意电梯 (Kuaiji Elevator), 梅轮电梯 (Meilun Elevator), and 远大智能 (Yuan Da Intelligent) [1] - These companies are positioned to benefit from the anticipated growth in the elevator market as indicated by the projected production increase [1]

点击蓝字关注我们 长江商报记者 徐佳 除了罚款之外，自12月2日复牌后，远大智能的股票将被实施其他风险警示，证券简称变更为"ST远智"，股票交易日涨跌幅限制5%。 作为电梯行业上市公司，远大智能上市已有13年。近年来，远大智能业绩表现欠佳。2018年至2024年间，远大智能仅在2023年实现扣除非经常性损益后的 净利润（以下简称"扣非净利润"）盈利。 自2012年IPO之后，远大智能未实施股权再融资，且自2018年以来，远大智能连续7年未分红。 过往多期财报造假，远大智能（002689.SZ）被重罚。 多期财报存虚假记载 日前，远大智能披露公司及相关当事人收到《行政处罚事先告知书》，因涉嫌利用伪造的《验收证明》提前确认电梯销售收入、利用未实际履行的租赁协 议确认租赁业务收入，导致4期财报存在虚假记载，远大智能被警告并处以罚款600万元，7名时任高管被罚1500万元，罚单金额合计达到2100万元。 2024年4月，因公司涉嫌信息披露违法违规，根据相关法律法规，中国证监会决定对远大智能立案。 长江商报记者注意到，2019年至2021年3年间，远大智能合计虚增营业收入3.36亿元，虚增利润总额约9326万元。尽管远 ...

Core Viewpoint - Far East Intelligent has been heavily penalized for financial fraud, including the use of forged acceptance certificates to prematurely recognize elevator sales revenue and unfulfilled leasing agreements to inflate rental income, resulting in significant penalties and stock warnings [1][3][4]. Financial Misconduct - The company has been found to have inflated total operating income by 336 million yuan and total profit by approximately 93.26 million yuan over three years from 2019 to 2021 [6][8]. - Specific instances of inflated revenue include 123 million yuan in 2019, 66.23 million yuan in 2020, and 147 million yuan in 2021, with corresponding profit inflations of 32.58 million yuan, 21.75 million yuan, and 38.93 million yuan respectively [4][5]. Regulatory Actions - The company and seven executives have been fined a total of 21 million yuan, with the company receiving a warning and a fine of 6 million yuan, while the executives face fines ranging from 1 million to 3 million yuan each [1][9]. - Following the financial misconduct, the company's stock was reclassified as "ST Far East Intelligent," with trading limits imposed [1][9]. Historical Performance - Far East Intelligent has not issued dividends since 2018 and has not engaged in equity refinancing since its IPO in 2012 [2][10]. - The company has experienced poor performance, with five consecutive years of losses in net profit excluding non-recurring items from 2018 to 2022, although it returned to profitability in 2023 [9][10]. Recent Financial Results - In the first three quarters of 2025, the company reported operating income of 848 million yuan, a year-on-year increase of 14.38%, and a net profit of 41.82 million yuan, a significant increase of 609.62% [9]. - The elevator business accounted for 98.75% of the company's revenue in the first half of 2025, with specific contributions from different segments [10].

（记者 曾健辉） 截至发稿，梅轮电梯市值为28亿元。 每经头条（nbdtoutiao）——5年期大面积下线，3年期利率低至1.5%仍一单难求：要么"售罄"要么"额度 紧张"！中长期大额存单为何在消失？ 每经AI快讯，梅轮电梯（SH 603321，收盘价：7.95元）12月1日晚间发布公告称，公司审议通过《关于 聘任公司副总经理的议案》，经公司总经理提名，并经提名委员会审核通过，公司董事会同意聘任朱虹 女士为公司副总经理，任期与公司第四届董事会一致。 2024年1至12月份，梅轮电梯的营业收入构成为：电梯占比98.02%，其他业务占比1.98%。 ...

依托实训基地,校企双方共同组建"电梯产业学院",并积极申报济南市市校融合发展战略工程培育类项目, 获政策倾斜与资金支持。未来,基地将深化产教融合,拓展技术研发功能,完善"标准共定、资源共建、人 才共育"闭环体系,为山东省高端装备制造业提供人才与技术支撑。 2025年,成立"三菱电梯订单班",覆盖24高级、25高级、25中级三个年级,近100名学生入班。通过将T证、 D1证考核标准融入课程体系,学生毕业时即可持证上岗,实现"入校即入企"。 为精准匹配行业需求,学院联合上海三菱技术专家编制《新增专业备案申请材料》,涵盖中级工、高级工 递进式培养方案。经省、市人社部门专家评审,学院成功申报电梯工程技术专业。这一突破填补了济南 技工院校电梯专业空白,标志着学院在高端装备制造领域的人才培养能力实现跨越式提升。 (马岚 宋玉坤) 济南市技师学院与上海三菱电梯有限公司深度推进产教融合,2024年启动共建山东省首家A级智慧电梯实 训基地。通过"政校企"协同机制、工学一体化培养模式及"双证融合"评价体系,打造集教学、实训、技 能鉴定、技术研发与社会服务于一体的综合性平台,为区域电梯产业持续输送适配行业发展需求的复合 型技术人才 ...

Company Overview - Meilun Elevator (SH 603321) announced on November 14 that its fourth board meeting was held to discuss the proposal for the second extraordinary general meeting of shareholders in 2025 [1] - As of the report, Meilun Elevator has a market capitalization of 2.9 billion yuan [1] Revenue Composition - For the year 2024, the revenue composition of Meilun Elevator is as follows: elevators account for 98.02% and other businesses account for 1.98% [1]

Group 1 - The core viewpoint of the news is that 康力电梯 (Kangli Elevator) is experiencing a decline in financing activities, with a net financing buy of -206.75 million yuan on November 11, indicating a low level of investor interest [1] - As of November 11, the total financing and securities lending balance for 康力电梯 is 144 million yuan, which is 2.39% of its market capitalization, and this figure is below the 10% percentile level over the past year, suggesting a low financing balance [1] - The company reported a revenue of 3.069 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 6.68%, and a net profit attributable to shareholders of 321 million yuan, which is a 13.95% increase year-on-year [2] Group 2 - 康力电梯 has distributed a total of 3.424 billion yuan in dividends since its A-share listing, with 715 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders for 康力电梯 is 32,000, a decrease of 3.18% from the previous period, while the average circulating shares per person increased by 3.15% to 24,857 shares [2][3] - The third-largest circulating shareholder, Hong Kong Central Clearing Limited, holds 19.899 million shares, which is a decrease of 6.8514 million shares compared to the previous period [3]

Core Insights - China has established a comprehensive AI industry system, leading to rapid iteration and optimization of AI applications, making it a vibrant hub for innovation in the AI era [1][5] - Panasonic has launched its AI strategy in China, focusing on user scenarios and AI infrastructure, aiming to transform from a manufacturing center to an innovation center [2][3] - Otis, a leader in the elevator industry, is leveraging AI to enhance safety and user experience, recognizing China as a key market for modernization and maintenance needs [4][3] Industry Developments - The AI industry in China is projected to exceed 900 billion yuan in 2024, with a year-on-year growth of 24%, and over 5,300 AI companies operating in the country [6] - Qualcomm is showcasing its latest Snapdragon technology in China, emphasizing AI's role in transforming user interactions and launching an "AI acceleration plan" to enhance AI capabilities across various devices [7][8] - Ericsson is leveraging its extensive R&D capabilities in China to drive innovation and support local partners in achieving global competitiveness [9]