历时5年多的航天项目被正式终止。 12 月 22 日，上海沪工（603131）（SH603131，股价28.00元，市值91.34亿元）在位于上海市青浦区的 总部园区召开临时股东大会，审议了包括《关于终止部分募投项目并将剩余募集资金永久补充流动资金 的议案》在内的12项议案。当晚披露的会议结果显示，12项议案均获通过。 这意味着，上海沪工此前募资计划建设的"航天装备制造基地一期建设项目"（以下简称航天项目）在经 过两次延期、一次增加建设地点后，被正式按下终止键。 据上海沪工介绍，航天项目实施主体为公司旗下的南昌诚航工业有限公司（以下简称南昌诚航），主要 从事装备配套及相关产品的生产制造。该项目拟通过租赁厂房、办公楼，购置并安装81项指定的先进生 产设备，提高自动化生产水平，扩大产能。 不过募资完成后，上述投资项目进展缓慢。2022年12月30日和2024年4月25日，上海沪工分别召开董事 会，审议通过了《关于可转换公司债券部分募投项目延期的议案》，将航天项目预计完成日期分别延期 至2024年12月31日及2025年12月31日。 2024年8月27日，上海沪工召开会议，在保留原实施地点江西省南昌市某地的同时， ...

经历两度延期后，上海沪工焊接集团股份有限公司（下称"上海沪工"）（603131.SH）日前宣布终止航 天装备制造基地一期建设项目，数控激光项目则被第三次延期。两大募投项目进展不利的背后，上海沪 工业绩承压，今年前三季度，公司营业收入、净利润等关键数据持续下滑。 本报（chinatimes.net.cn）记者李贝贝 上海报道 12月10日，在上海沪工三季度业绩说明会上，就公司经营状况、募投项目终止与延期的具体原因及后续 处理方案等核心问题，《华夏时报》记者以投资者身份向上海沪工董事长/总经理舒振宇进行了提问。 舒振宇回复称，未来公司将采取"修炼内功"、秉持稳健经营的方针等，以顺应市场环境的变化。对于募 投项目进展，其透露精密数控激光切割装备扩产项目因涉及多方流程审批，前期进度受影响，但目前已 进入招标阶段。 中国企业资本联盟中国区首席经济学家柏文喜向《华夏时报》记者表示，虽然航天装备配套行业长期前 景仍被看好，但短期内受政策、客户节奏和行业调整影响，需求节奏有所放缓，企业普遍趋于谨慎，优 化产能结构成为主流策略。 盈利持续承压 据公开信息，上海沪工是国内规模最大的焊接与切割设备制造商之一，公司成立于2011年1 ...

Core Points - Shanghai Huguang Welding Group Co., Ltd. experienced a decline of 5.44% in stock price, reaching 27.80 CNY per share, with a trading volume of 703 million CNY and a turnover rate of 7.78%, resulting in a total market capitalization of 8.84 billion CNY [1] - The company, established on December 6, 1995, and listed on June 7, 2016, specializes in the research, production, and sales of welding and cutting equipment, with 95.33% of its revenue coming from this segment [1] Shareholder Information - Yongying Fund's high-end equipment selection mixed fund A (015789) is among the top ten circulating shareholders of Shanghai Huguang, having increased its holdings by 595,900 shares to a total of 1.5728 million shares, representing 0.49% of circulating shares [2] - The fund has incurred an estimated floating loss of approximately 2.5165 million CNY as of the report date [2] Fund Manager Details - The fund manager of Yongying High-end Equipment Selection Mixed Fund A is Zhang Lu, who has been in the position for 6 years and 107 days, managing a total fund size of 22.921 billion CNY [3] - During Zhang Lu's tenure, the best fund return was 112.09%, while the worst return was -60.31% [3]

Group 1 - Shanghai Huguang Welding Group Co., Ltd. experienced a stock price increase of 7.7% on September 11, reaching 23.08 CNY per share, with a trading volume of 129 million CNY and a turnover rate of 1.84%, resulting in a total market capitalization of 7.339 billion CNY [1] - The company, established on December 6, 1995, and listed on June 7, 2016, specializes in the research, production, and sales of welding and cutting equipment, with 95.33% of its main business revenue derived from this sector [1] - Other revenue sources include high-end equipment matching (2.34%), robotic system integration (1.25%), and miscellaneous (1.08%) [1] Group 2 - Among the top ten circulating shareholders of Shanghai Huguang, Yongying Fund's high-end equipment selection mixed fund A (015789) increased its holdings by 117,800 shares in Q2, now holding 976,900 shares, which accounts for 0.31% of circulating shares [2] - The fund has achieved a year-to-date return of 21.23%, ranking 3581 out of 8175 in its category, and a one-year return of 69.67%, ranking 1292 out of 7982 [2] - The fund was established on July 15, 2022, with a current size of 113 million CNY, but has experienced a cumulative loss of 10.11% since inception [2]