每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 胡玲） 每经AI快讯，科达制造（SH 600499，收盘价：12.06元）8月27日发布公告称，公司第九届第十一次董 事会会议于2025年8月26日在公司总部大楼会议室以现场结合通讯方式召开。会议审议了《关于调整公 司第九届董事会专门委员会委员的议案》等文件。 2024年1至12月份，科达制造的营业收入构成为：机械装备行业占比53.32%，海外陶瓷行业占比 37.42%，锂电池材料行业占比6.99%，其他装备占比2.19%，其他业务占比0.08%。 ...

摘要 科达制造海外收入占比超 60%，主要来自非洲本土建材（约 47 亿元） 和机械装备出口（约 33 亿元），净利润从 2019 年的 1.2 亿元增至 2024 年的 7-8 亿元，预计 2025 年达 13-14 亿元，增长动力主要来自 机械装备的全球竞争力和非洲建材的渠道优势。 科达制造机械装备业务虽受下游需求下降影响，但通过配件耗材（2024 年收入 12 亿，墨水部分与国瓷康态合作实现 3 亿）和通用化设备（收 入 10 亿，旅行车压约 5 亿）的拓展，实现逆势增长，陶瓷机械仍保持 45 亿美元收入，全球市占率约 25%，形成与意大利赛克米双寡头格局。 科达制造在非洲本土建材领域通过与当地龙头企业合作，巩固渠道优势， 分享非洲经济增长红利。某瓷砖公司依托森大集团的渠道优势，2025 年瓷砖销量达 2 亿平方米，成为全球第二大瓷砖企业，并通过股权调整 和税收优化实现快速发展。 非洲建材市场规模截至 2023 年底为 14 亿平方米，约 400 亿人民币。 本土生产能力提升降低了进口比例，但基础设施薄弱和运输成本导致进 口比例仍超 20%。中国企业通过游说东非共同体提高关税，提升本土生 产优势。 Q& ...

人民财讯8月22日电，国家金融监督管理总局印发《关于银行业保险业支持福建建设两岸融合发展示范 区的若干措施》，措施提到，支持兴业银行、福建海峡银行、厦门银行（601187）等福建的银行不断优 化完善台胞台企金融服务标准，打造服务台胞台企示范性银行。支持福建的银行加大闽台产业链供应链 融合的支持力度，对纳入闽台融合发展重大项目清单的项目资金需求，实行优先保障。支持闽台电子信 息、机械装备、石油化工等优势产业深化合作，支持台湾农渔业在闽拓宽发展路径，加强金融要素保 障。 ...

Group 1 - The 2025 China (Sichuan) - Uzbekistan International Commodity Expo opened in Tashkent, with a total signing and intended cooperation amount reaching 42 million yuan, while the second-hand car export base in Shuangliu secured over 100 million yuan in orders [1][2] - The event featured over 100 enterprises and more than 160 representatives from Chengdu, marking a historical high for Chengdu enterprises' participation in international exhibitions [2] - The expo adopted an "area cluster" display model, showcasing the industrial advantages of various districts in Chengdu, enhancing negotiation efficiency and aligning with international market demands [2][3] Group 2 - A brand roadshow titled "Tianfu Chengdu Opportunity Sharing" was held, where strategic cooperation agreements were signed between Chengdu International Chamber of Commerce and Uzbekistan's Business Diplomacy Association [3] - Chengdu enterprises expressed optimism about the potential of the Central Asian market, with companies aiming to capture larger market shares in the region [3] - The expo facilitated a shift from individual efforts to collective international expansion for Chengdu enterprises, positioning Chengdu as a strategic hub in Western China and Central Asia [3]

➢风险提示：全球制造业需求不达预期 黄佳杰 + 852-25321599 harry.huang@firstshanghai.com. hk 陈晓霞 主要资料 | 行业 | 机械装备 | | --- | --- | | 股价 | 21.80 港元 | | 目标价 | 30.00 港元 | | | (+37.6%) | | 股票代码 | 1882 | | 已发行股本 | 15.96 亿股 | | 总市值 | 347.93 亿港元 | | 52 周高/低 | 27.50 港元/16.18 港元 | | 每股净资产 | 14.86 元 | | 主要股东 | 张剑鸣 32.77% | | | 张静章 32.29% | 海天国际（1882） 更新报告 买入 2025 年 8 月 21 日 全球化布局的经营韧性突显 | 表 1：盈利摘要 | | | | | | 股价表现 | | --- | --- | --- | --- | --- | --- | --- | | 截止12月31日 | 2023A | 2024A | 2025E | 2026E | 2027E | 30 | | 营业额(百万人民币) | 13,069 | ...

证券代码：000880 证券简称：潍柴重机 公告编号：2025-044 一、变更公司注册资本的情况 公司九届四次董事会会议审议通过了《关于公司 2025 年中期利润分配及资 本公积金转增股本的议案》，其中资本公积金转增股本预案（下称"转增股本预 案"）为：以公司 2025 年 6 月 30 日为基准日的总股本 331,320,600 股为基数， 以资本公积金向全体股东每 10 股转增 4 股，合计转增 132,528,240 股。前述转 增股本预案尚需提交公司股东会审议，在经公司股东会审议通过并实施后，公司 总股本将由 331,320,600 股变更为 463,848,840 股（公司总股本数以届时中国证 券登记结算有限责任公司深圳分公司最终登记结果为准，如有尾差，系取整所致）， 注册资本将由 331,320,600 元变更为 463,848,840 元。 二、《公司章程》修订情况 结合上述情况，公司拟对《公司章程》部分条款进行修订，具体修订内容对 照如下： 序号 修订前 修订后 潍柴重机股份有限公司 关于变更注册资本并修订《公司章程》的公告 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 ...

Economic Growth - Deyang and Meishan have the highest GDP growth rate in the province at 7.5%, exceeding the provincial average by 1.9 percentage points [3] - Deyang's industrial added value above designated size increased by 12.8% year-on-year, with a product sales rate of 94.4% [3] Industrial Innovation - Deyang is focusing on innovation in leading industries while promoting the acceleration of emerging industries, resulting in a continuous upward trend in industrial performance [4] - The digital transformation at Oriental Electric has reduced the overall design cycle by 40% and increased production efficiency, with the output of stator punchings rising from over 9,000 tons to 15,000 tons [5][6] - The establishment of the first domestic gas turbine smart manufacturing base has significantly enhanced the core manufacturing capabilities of Oriental Turbine [6] Digital Transformation - Deyang's mechanical equipment industry saw an industrial added value growth of 14.9% from January to June, with major manufacturers like China National Heavy Duty Truck, Oriental Electric, and Oriental Turbine exceeding 20% growth [7] - The collaboration between Deyang Jian'an Machinery Manufacturing Co. and Oriental Electric has led to the creation of a digital workshop that operates 24/7, improving efficiency by over 30% [7] Market Expansion - Deyang XWANDA New Energy Co., a leading global lithium battery manufacturer, reported over 200% growth in both shipment volume and output value in the first half of the year [8][9] - The demand for high-end copper foil is surging, with Hengtong Precision Copper Foil Technology (Deyang) Co. experiencing over 100% growth in order volume compared to the previous year [9] Investment and Project Development - Deyang is actively promoting effective investment and project development, with plans to complete an annual investment of 40 billion yuan, achieving a double-digit growth in industrial and manufacturing investments [10] - The city aims to exceed an industrial total output value of 520 billion yuan by the end of the year, focusing on six national and provincial clusters and five new industrial tracks [10]

Economic Growth - Deyang and Meishan have the highest GDP growth rate in the province at 7.5%, exceeding the provincial average by 1.9 percentage points [2] - Deyang's industrial added value increased by 12.8% year-on-year in the first half of the year, with a product sales rate of 94.4% for industrial enterprises [2] Industry Innovation - Oriental Electric's green "unmanned workshop" for stator stamping operates continuously, increasing production capacity from over 9,000 tons to 15,000 tons, and improving per capita output by over 6 times [2] - Oriental Turbine has established China's first smart manufacturing base for gas turbines, significantly reducing the processing time for turbine blades from 3 days to 6 hours [2] - Deyang's machinery and equipment industry saw an industrial added value growth of 14.9% from January to June, with major manufacturers like China National Heavy Duty Truck, Oriental Electric, and Oriental Turbine exceeding 20% growth [2] Investment and Market Expansion - Deyang XWANDA New Energy Co., Ltd. reported over 200% growth in output and value in the first half of the year, driven by the global energy transition and the booming energy storage market [3] - Hengtong Precision Copper Foil Technology (Deyang) Co., Ltd. has seen order volume increase by over 100% year-on-year, with a new production line of 5,000 tons/year set to launch soon [3] - Deyang aims to complete an annual investment plan of 40 billion yuan, with industrial and manufacturing investments achieving a growth of over 20% [3]

Group 1 - The company, Hezhuan Intelligent (603011), announced that it will hold its second extraordinary general meeting of shareholders on August 19, 2025 [1] - The agenda for the meeting includes the proposal to cancel the supervisory board among other resolutions [1]

Core Viewpoint - Four listed companies, including Ruibeka, *ST Wanfang, Taiyuan Heavy Industry, and *ST Mubang, have been investigated by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure regulations [1][2]. Group 1: Ruibeka - Ruibeka and its controlling shareholder received a notice from the CSRC for suspected violations of information disclosure laws [3]. - The company, known as the "wig first stock," has a market value of 4.2 billion yuan and has been named by regulators twice this year [4][5]. - The company was found to have five violations, including failure to disclose non-operating fund transactions with related parties and insufficient provision for inventory impairment [6][7]. - Ruibeka reported a net loss of 118 million yuan for 2024 and failed to disclose its performance forecast within the required timeframe, leading to further regulatory actions [8]. Group 2: *ST Wanfang - *ST Wanfang announced it is under investigation by the CSRC for suspected information disclosure violations [9]. - The company faced public condemnation from the Shenzhen Stock Exchange for failing to timely disclose significant events and inaccurate performance forecasts [10]. - The company revised its 2024 performance forecast multiple times, ultimately reporting a net profit of 10.65 million yuan but a net loss of 4.6 million yuan after adjustments [11]. - The company is also facing potential changes in control due to a court decision to auction off shares held by its major shareholder [12]. Group 3: Taiyuan Heavy Industry - Taiyuan Heavy Industry received a notice from the CSRC for suspected information disclosure violations [12]. - The controlling shareholder plans to increase its stake in the company by investing between 80 million and 160 million yuan within the next 12 months [13]. - The company has not faced recent administrative penalties, with the last warning dating back to the end of 2023 for failing to disclose significant transactions and financial inaccuracies [14][15]. Group 4: *ST Mubang - *ST Mubang is under investigation by the CSRC for suspected false disclosures in its financial reports [16][17]. - The company has been flagged for multiple violations, including accounting errors and improper use of raised funds, with significant amounts of non-operating fund occupation reported [19]. - The controlling shareholder is facing financial difficulties, with a debt-to-asset ratio of 121.64% and zero revenue reported in the past year [21].