2025年7月26日，太原重工股份有限公司（证券代码：600169，证券简称：太原重工）发布《关于收到 中国证券监督管理委员会立案告知书的公告》，正式披露公司因涉嫌信息披露违法违规，已被中国证监 会立案调查。衡财保·炜衡金融315团队向投资快报记者（微信：tz315-wh）表示，初步判断在2025年7 月25日（含当日）之前买入，并在2025年7月26日之后卖出或仍持有该股票的受损投资者可以提出索赔 （最终索赔条件须以法院认定为准）。 公司此前问题频发，多项违规事项曝光 回溯太原重工的信披记录，其在信息披露方面的问题早已显现，多项违规事项此前已被曝光，这些问题 与本次证监会的立案调查或许存在着紧密联系。早在2023年12月，山西证监局便向太原重工出具了《警 示函》，明确指出公司存在多项违规行为。 记者：萧峰 重大诉讼披露的不及时，也成为太原重工信息披露工作中的一大污点。2022年7月发生的一起诉讼案 件，涉诉金额高达5.74亿元，占公司2021年经审计净资产的11.96%。如此重大的诉讼事项，公司却直至 2023年8月才予以披露，且在相应年度的定期报告中只字未提。这一关键信息的缺失，极有可能误导投 资者对公司 ...

潍柴重机今日下跌7.94%，全天换手率25.31%，成交额18.54亿元，振幅19.53%。龙虎榜数据显示，机构 净卖出8192.48万元，深股通净卖出1.37亿元，营业部席位合计净卖出6065.83万元。 深交所公开信息显示，当日该股因日振幅值达19.53%上榜，机构专用席位净卖出8192.48万元，深股通 净卖出1.37亿元。 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5.30亿元，其中，买入成交额为1.25亿 元，卖出成交额为4.05亿元，合计净卖出2.79亿元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买二、卖二、卖五，合计买入金额 2268.82万元，卖出金额1.05亿元，合计净卖出8192.48万元，深股通为第一大买入营业部及第一大卖出 营业部，买入金额为3972.22万元，卖出金额为1.77亿元，合计净卖出1.37亿元。 近半年该股累计上榜龙虎榜14次，上榜次日股价平均涨1.83%，上榜后5日平均跌0.56%。 资金流向方面，今日该股主力资金净流出1.24亿元，其中，特大单净流出9059.21万元，大单资金净流出 3311.05万元。近5日主力资金净流出5288. ...

Core Viewpoint - Taiyuan Heavy Industry (600169.SH) is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, coinciding with a planned acquisition of related assets [2][4]. Group 1: Investigation and Regulatory Actions - On July 25, Taiyuan Heavy Industry announced that it received a notice of investigation from the CSRC due to suspected information disclosure violations [4]. - The company plans to cooperate with the CSRC during the investigation and will adhere to relevant legal and regulatory requirements for information disclosure [4]. - The investigation may be linked to a recent acquisition plan where Taiyuan Heavy Industry intended to acquire 67% of Taiyuan Xiangming Intelligent Equipment Co., Ltd. for approximately 300 million yuan [2][8]. Group 2: Shareholder Actions - In response to the investigation, Taiyuan Heavy Industry's controlling shareholder, Taiyuan Heavy Machinery Group, announced a plan to increase its stake in the company by investing between 80 million and 160 million yuan over the next 12 months [2][4]. - As of now, Taiyuan Heavy Machinery Group holds 1.679 billion shares, accounting for 50.15% of the total share capital of Taiyuan Heavy Industry [5]. Group 3: Financial Performance - Taiyuan Heavy Industry reported revenues of 8.04 billion yuan, 8.354 billion yuan, and 9.249 billion yuan for 2022, 2023, and 2024 respectively, with year-on-year growth rates of -3.37%, 4.12%, and 10.71% [6]. - The net profit for the same years was 216 million yuan, 187 million yuan, and 195 million yuan, with growth rates of 31.69%, -13.33%, and 4.17% [6]. - The company has not distributed dividends since 2014, and as of the end of 2024, it reported undistributed profits of -1.182 billion yuan [7]. Group 4: Acquisition and Performance Commitments - The acquisition of Taiyuan Xiangming raised regulatory concerns, particularly regarding its performance fluctuations and accounts receivable [8][9]. - Following regulatory inquiries, Taiyuan Heavy Industry added performance commitments for Taiyuan Xiangming, ensuring net profits of at least 41.93 million yuan, 45.73 million yuan, and 52.15 million yuan for 2025 to 2027 [9]. - The assessment value of Taiyuan Xiangming's 100% equity was set at 447 million yuan, with an appreciation rate of 16.92% [8][9].

Group 1 - Taiyuan Heavy Industry has been investigated by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws [4] - The company announced that its controlling shareholder, Taiyuan Heavy Machinery Group Co., Ltd., plans to increase its stake in the company by investing between 80 million to 160 million yuan within the next 12 months [6][8] - As of July 25, 2023, Taiyuan Heavy Industry's stock price was 2.63 yuan per share, with a market capitalization of 8.803 billion yuan, reflecting a decline of 2.95% [1] Group 2 - The controlling shareholder currently holds 50.15% of Taiyuan Heavy Industry's shares and has just completed a previous share buyback plan [8] - The company reported significant fluctuations in its net profit over recent years, with net profits of 88.92 million yuan in 2022, a loss of 16.64 million yuan in 2023, and a profit of 28.02 million yuan in 2024 [10][11] - Sales expenses increased by 30% year-on-year to 18.6 million yuan in 2024, attributed to intensified marketing efforts in a competitive industry [12]

Core Viewpoint - Taiyuan Heavy Industry is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, while its controlling shareholder, Taiyuan Heavy Machinery Group, has announced a share buyback plan to boost investor confidence [2][7][10]. Group 1: Company Announcement - On July 25, Taiyuan Heavy Industry announced that it has been formally investigated by the CSRC for suspected information disclosure violations [7]. - The company’s stock price closed at 2.63 yuan per share, reflecting a decline of 2.95%, with a total market capitalization of 8.803 billion yuan [4]. - Taiyuan Heavy Machinery Group plans to increase its stake in Taiyuan Heavy Industry by investing between 80 million yuan and 160 million yuan over the next 12 months [10][13]. Group 2: Shareholder Actions - Taiyuan Heavy Machinery Group currently holds 50.15% of Taiyuan Heavy Industry's shares and has just completed a previous buyback plan [13]. - The previous buyback plan saw Taiyuan Heavy Machinery Group acquire 48.2864 million shares for a total of 120 million yuan from October 30, 2024, to July 23, 2025 [13]. Group 3: Industry Context - Taiyuan Heavy Industry operates in a highly competitive industry, which has led to significant fluctuations in its business performance [15]. - The company reported a net profit (after deducting non-recurring gains and losses) of 88.9209 million yuan in 2022, a loss of 16.6435 million yuan in 2023, and a profit of 28.0247 million yuan in 2024 [16]. - Sales expenses increased by 30% year-on-year to 186 million yuan in 2024, attributed to intensified marketing efforts and expansion of the marketing team due to competitive pressures [17].

Core Viewpoint - Taiyuan Heavy Industry (600169) announced that its controlling shareholder, TaiZhong Group, plans to increase its stake in the company, reflecting confidence in the company's future development and value [1] Summary by Relevant Sections - **Shareholder Actions** - The controlling shareholder intends to increase its holdings of the company's unrestricted circulating A-shares through centralized bidding on the Shanghai Stock Exchange [1] - The planned increase in shareholding amounts to no less than 80 million yuan and no more than 160 million yuan [1] - **Impact on Control** - This shareholding increase will not result in a change in the controlling shareholder or actual controller of the company [1]

Core Viewpoint - The legal opinion letter from Shanghai Jintiancheng Law Firm confirms that Taiyuan Heavy Industry Co., Ltd.'s controlling shareholder, Taiyuan Heavy Machinery Group Co., Ltd., is legally qualified to increase its shareholding in the company through the Shanghai Stock Exchange [1][2][3]. Group 1: Shareholder Information - The controlling shareholder, Taiyuan Heavy Machinery Group Co., Ltd., holds a registered capital of 3.22 billion yuan and has been in operation since August 15, 1980 [4][5]. - As of the date of the legal opinion, Taiyuan Heavy Machinery Group is in good standing, not listed in any business abnormality records or as a serious violation of trust [5]. Group 2: Shareholding Increase Details - Prior to the increase, Taiyuan Heavy Machinery Group held 1,630,254,225 shares, accounting for 48.50% of the total share capital of Taiyuan Heavy Industry [6][7]. - The planned increase is between 60 million yuan and 120 million yuan, with the implementation period set for 12 months [6][7]. - As of July 23, 2025, the group had cumulatively increased its shareholding by 48,286,400 shares, raising its ownership to 1,678,540,625 shares, which is 50.15% of the total share capital [8][9]. Group 3: Compliance with Regulations - The increase in shareholding qualifies for exemptions from mandatory tender offer requirements under the relevant regulations, as the shareholder's ownership exceeded 30% and later 50% of the total shares [9][10]. - The company has fulfilled its information disclosure obligations regarding the shareholding increase, including announcements about the increase plan and its progress [10][11].

Group 1 - The Hang Seng Index rose by 1.13%, reaching a new high for the phase, while the Hang Seng Tech Index increased by 1.76% [1] - Major technology and financial stocks contributed significantly to the market's upward movement, with Kuaishou (01024.HK) and Baidu (09888.HK) both rising over 4%, and Tencent Holdings (00700.HK) increasing by more than 3% [1] - Zhongzhou Securities (01375.HK) experienced a substantial increase of 14% [1] Group 2 - Sectors such as short video concepts, paper industry, online education, and pharmaceutical outsourcing saw significant gains [1] - Conversely, sectors including building materials and cement, wind power, heavy machinery, and pork concepts faced declines, with Huaxin Cement (06655.HK) dropping over 8%, and Dongfang Electric (01072.HK) and Hansoh Pharmaceutical (03692.HK) falling more than 4% [1]

Core Viewpoint - The candidate, Yu Fang, has declared his qualifications and commitment to serve as an independent director for Shanghai Zhenhua Heavy Industries Co., Ltd, ensuring his independence and compliance with relevant regulations [1][5]. Summary by Sections Qualifications and Experience - The candidate possesses basic knowledge of listed company operations and has over 5 years of relevant work experience in law, economics, accounting, finance, or management [1]. - The candidate has completed training recognized by the stock exchange and holds the necessary certification [1]. Compliance with Regulations - The candidate meets the requirements set forth by various laws and regulations, including the Company Law of the People's Republic of China and the Management Measures for Independent Directors of Listed Companies by the China Securities Regulatory Commission [1]. - The candidate confirms that he does not fall under any disqualifying conditions related to independence, such as holding significant shares or having close relationships with major stakeholders [2][3]. Integrity and Independence - The candidate has no adverse records in the past 36 months, including administrative penalties or criminal investigations by the China Securities Regulatory Commission [4]. - The candidate has not been dismissed from previous independent director roles due to attendance issues and has not served as an independent director for more than three listed companies [4]. Commitment to Responsibilities - The candidate commits to adhering to laws, regulations, and the rules of the Shanghai Stock Exchange, ensuring sufficient time and energy to fulfill his duties independently [5]. - The candidate acknowledges the consequences of making false statements regarding his qualifications and independence [4][7].

资金流向方面，当日主力流入NaN万港元，流出NaN万港元，净流入5137.88万港元。 本文源自：金融界 三一重装国际控股有限公司(以下简称'三一国际'或'本公司')于2009年7月23日在开曼群岛成立。2009年 11月25日,三一国际在香港联合交易所有限公司主板正式挂牌上市。2018年9月10日,三一国际正式获调入 深港通下的港股通股票名单。三一国际两项核心业务包括矿山装备制造及物流装备制造。目前公司在矿 山装备领域主要涵盖煤炭巷道掘进设备、井下和露天矿用运输设备及工程及有色金属矿山掘采设备;在 物流装备领域主要涵盖技术先进的港口机械成套设备。矿山装备制造矿山装备业务板块包括煤炭机械、 非煤掘采、矿用车辆,其中煤炭机械产品包括巷道掘进设备(各种全岩及半煤岩掘进机、掘锚护一体机)及 采煤设备(采煤机、液压支架及刮板输送机等)。作为国内煤炭机械产品覆盖面最广、产品线最丰富的企 业,本公司是中国领先的重型能源装备供货商。本集团是国内首家可提供采掘一体化设备、运输设备及 全套解决方案的公司,其大力推广的煤岩掘进机、掘锚护一体设备、联合采煤机组及矿用运输车辆,从根 本上改变了中国煤炭企业单机采购制造设备的模式,引领 ...