受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们！ 一、涉财报信披违规 2025年12月31日晚，山东章鼓（维权）公告称，公司因涉嫌定期报告财务信息披露违法违规，收到证监 会下发的《立案告知书》。 该公司是一家主营鼓风机、工业泵和水处理设备的企业。 登录新浪财经APP 搜索【信披】查看更多考评等级 虽然公司称会配合调查，不会影响公司，但是从股价上来看市场并不买账。元旦假期后的首个交易日， 山东章鼓股价应声下跌。对近4万名股东而言，这无疑是个糟糕的新年开局。 目前积极参与维权挽回损失或是唯一的通道。上海沪紫律师事务所刘鹏律师表示目前随着调查深入，山 东章鼓的财务真相将逐渐浮出水面。对持有该公司股票的投资者而言，这可能是一个漫长的等待过程。 （刘鹏律师专栏） 暂定于2025年12月31日（含当日）之前买入，并在2026年1月1日之后卖出或仍持有而亏损的即可参 与维权。（山东章鼓维权入口） 二、曾收监管措施决定 2025年12月18日，山东证监局及深交所 ...

华鑫证券研报指出，大元泵业卡位液冷温控、商用泵、热泵出口等高景气赛道，契合"双碳"目标与新兴 产业（储能、算力、新能源车）发展趋势，新兴业务实现翻倍级增长，有效对冲传统业务波动，打开长 期成长天花板。持续高研发投入巩固技术优势，产品矩阵向高端化、定制化延伸，工业泵等产品突破外 资垄断，进口替代进程加速，在化工、核电、半导体等高端领域份额提升，构筑深厚竞争壁垒。海外本 地化布局持续深化，新设东南亚子公司完善制造与销售网络，海外业务稳步拓展；同时坚持高现金分红 政策，累计分红超IPO募资总额，增强投资者信心，形成"海外增量+股东回报"双支撑格局。大元泵业 在屏蔽泵及液冷泵领域拥有深厚技术积累，其产品广泛应用于新能源汽车、储能、IDC等多个高增长行 业，维持"买入"投资评级。 ...

2025 年 12 月 21 日 | 基本数据 | 2025-1 2- 1 9 | | --- | --- | | 当前股价（元） | 47.29 | | 总市值（亿元） | 88 | | 总股本（百万股） | 187 | | 流通股本（百万股） | 187 | | 52 周价格范围（元） | 19.11-59.76 | | 日均成交额（百万元） | 255.6 | 市场表现 -50 0 50 100 150 200 250 (%) 大元泵业 沪深300 资料来源：Wind，华鑫证券研究 相关研究 1、《大元泵业（603757）：液冷爆 发+热泵复苏开启增长周期》2025- 06-20 赛道景气度持续兑现，技术壁垒筑牢长期价值 —大元泵业（603757.SH）公司动态研究报告 买入(维持) 投资要点 分析师：尤少炜 S1050525030002 yousw@cfsc.com.cn ▌新兴业务高增破局，赛道景气度持续兑现 公司卡位液冷温控、商用泵、热泵出口等高景气赛道，契合 "双碳" 目标与新兴产业（储能、算力、新能源车）发展趋 势，新兴业务实现翻倍级增长，有效对冲传统业务波动，打 开长期成长天花板。液冷温控业 ...

北化股份今年以来股价涨65.38%，近5个交易日跌3.91%，近20日跌15.34%，近60日跌0.12%。 今年以来北化股份已经5次登上龙虎榜，最近一次登上龙虎榜为9月24日。 资料显示，北方化学工业股份有限公司位于四川省泸州市高坝，成立日期2002年8月23日，上市日期 2008年6月5日，公司主营业务涉及硝化棉、工业泵的生产和销售。主营业务收入构成为：硝化棉相关产 品37.70%，防护器材25.47%，工业泵22.91%，备件8.00%，其他产品4.22%，活性炭及催化剂0.69%，环 保器材0.60%，其他(补充)0.42%。 12月19日，北化股份盘中上涨2.01%，截至14:20，报16.72元/股，成交1.60亿元，换手率1.76%，总市值 91.80亿元。 资金流向方面，主力资金净流入9.00万元，特大单买入247.11万元，占比1.54%，卖出551.45万元，占比 3.44%；大单买入2600.93万元，占比16.21%，卖出2287.59万元，占比14.26%。 分红方面，北化股份A股上市后累计派现3.50亿元。近三年，累计派现7686.49万元。 机构持仓方面，截止2025年9月30日 ...

Core Viewpoint - Dayuan Pump Industry is a leading enterprise in China's shield pump sector, focusing on the research, production, and sales of various pumps, with strong technical capabilities and market competitiveness [1] Group 1: Business Performance - In Q3 2025, Dayuan Pump achieved a revenue of 1.445 billion yuan, ranking 9th among 51 companies in the industry, with the industry leader, Juxing Technology, generating 11.156 billion yuan [2] - The net profit for the same period was 136 million yuan, placing the company 16th in the industry, while the top performer, Juxing Technology, reported a net profit of 2.211 billion yuan [2] - For H1 2025, the company reported a revenue of 960 million yuan, reflecting a year-on-year growth of 14.6%, while the net profit decreased by 28.0% to 100 million yuan [5][6] Group 2: Financial Ratios - As of Q3 2025, Dayuan Pump's debt-to-asset ratio was 28.73%, significantly lower than the industry average of 38.24% and down from 42.00% in the previous year, indicating strong solvency [3] - The gross profit margin for the same period was 26.68%, which, although lower than the previous year's 30.31%, remained above the industry average of 26.36% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 365.68% to 46,800, while the average number of circulating A-shares held per shareholder decreased by 75.68% to 3,986.73 [5] Group 4: Management Compensation - The chairman, Han Yuanping, received a salary of 1.2506 million yuan in 2024, a decrease of 49,400 yuan from 2023, while the general manager, Wang Lujun, saw an increase in salary to 1.0252 million yuan, up by 820,200 yuan from the previous year [4]

Group 1 - The core viewpoint of the news is that Beihua Co., Ltd. has experienced a significant stock price increase, rising 5.02% to 20.94 CNY per share, with a total market capitalization of 11.497 billion CNY [1] - Beihua Co., Ltd. has seen its stock price increase for three consecutive days, with a cumulative increase of 6.12% during this period [1] - The company, established in August 2002 and listed in June 2008, primarily engages in the production and sales of nitrocellulose and industrial pumps, with its main business revenue composition being 37.70% from nitrocellulose-related products, 25.47% from protective equipment, and 22.91% from industrial pumps [1] Group 2 - From the perspective of fund holdings, Ping An Fund has a significant position in Beihua Co., Ltd., with its Ping An CSI 2000 Enhanced Strategy ETF holding 4,100 shares, accounting for 0.43% of the fund's net value [2] - The Ping An CSI 2000 Enhanced Strategy ETF has achieved a year-to-date return of 28.27% and a one-year return of 29.74%, ranking 1968 out of 4216 and 1480 out of 3877 in its category, respectively [2] - The fund manager, Li Yan, has been in charge for 1 year and 310 days, with the fund's total asset size at 11.079 billion CNY and a best return of 75.6% during his tenure [2]

Core Points - The stock price of North Chemical Industry Co., Ltd. (北化股份) decreased by 2.05% on October 22, trading at 19.11 CNY per share with a total market capitalization of 10.49 billion CNY [1] - Year-to-date, the stock has increased by 89.02%, but it has seen a decline of 8.48% over the last five trading days [1] - The company has been listed on the stock market since June 5, 2008, and its main business includes the production and sales of nitrocellulose and industrial pumps [1] Financial Performance - For the first half of 2025, North Chemical is projected to achieve a revenue of 1.13 billion CNY, representing a year-on-year growth of 23.82%, and a net profit of 107 million CNY, which is a significant increase of 207.91% [2] - The company has distributed a total of 350 million CNY in dividends since its A-share listing, with 76.86 million CNY distributed over the past three years [3] Shareholder Information - As of October 10, 2023, the number of shareholders for North Chemical is 35,000, a decrease of 2.78% from the previous period, with an average of 15,686 circulating shares per shareholder, an increase of 2.86% [2] - Notable new institutional shareholders include Changcheng Jiujia Innovation Growth Mixed A and Guangfa Small Cap Growth Mixed A, holding 5 million shares and 4.63 million shares respectively [3] Industry Classification - North Chemical operates within the basic chemical industry, specifically in the chemical products sector focusing on civil explosives [2] - The company is associated with various concept sectors including waste classification, aerospace and military, margin financing, energy conservation and environmental protection, and mid-cap stocks [2]

Company Overview - North Chemical Industry Co., Ltd. is located in Luzhou, Sichuan Province, established on August 23, 2002, and listed on June 5, 2008. The company's main business involves the production and sales of nitrocellulose and industrial pumps [1][2]. Financial Performance - For the first half of 2025, North Chemical achieved operating revenue of 1.131 billion yuan, representing a year-on-year growth of 23.82%. The net profit attributable to shareholders was 107 million yuan, showing a significant increase of 207.91% [2]. - Since its A-share listing, North Chemical has distributed a total of 350 million yuan in dividends, with 76.86 million yuan distributed over the past three years [3]. Stock Performance - As of September 24, North Chemical's stock price increased by 2.13%, reaching 19.64 yuan per share, with a total market capitalization of 10.783 billion yuan. The stock has risen 94.26% year-to-date, with a 16.56% increase over the past five trading days [1]. - The company has appeared on the stock market's "龙虎榜" (top trading list) four times this year, with the most recent appearance on July 25 [1]. Shareholder Information - As of August 8, the number of shareholders for North Chemical was 60,000, an increase of 1.69% from the previous period. The average number of circulating shares per person decreased by 1.67% to 9,150 shares [2]. - Notable institutional holdings include Changcheng Jiujia Innovation Growth Mixed A and Guangfa Small Cap Growth Mixed A, both of which are new shareholders [3]. Business Segments - The main revenue sources for North Chemical are nitrocellulose-related products (37.70%), protective equipment (25.47%), industrial pumps (22.91%), and spare parts (8.00%). Other products contribute smaller percentages [1].

Summary of Herc Holdings Inc. FY Conference Call (September 11, 2025) Company Overview - Herc Holdings Inc. is the oldest public company in the equipment rental industry, celebrating its 60th anniversary. [1] - The company operates over 625 locations across 46 states and five Canadian provinces, employing over 10,000 people. [1] - The addressable market for Herc is approximately $87 billion and is expected to grow, driven by a shift from ownership to rental in the equipment sector. [1] Core Business Strategies - Herc has achieved above-market growth through fleet investments, new openings, and M&A, completing over 50 transactions in the last four and a half years, adding 113 locations. [2] - The recent acquisition of H&E Equipment Services Inc. added 165 locations, enhancing Herc's scale and capabilities in the mega project market. [2][3] - The company operates primarily in the top 100 Metropolitan Statistical Areas (MSAs) in North America, which helps mitigate recession risks. [3] Market Dynamics - Local markets are currently stable but have shown softness, primarily due to commercial activity influenced by interest rates. [5][6] - The mega project segment remains strong, with Herc aiming to participate in 10% to 15% of these projects. [7] - Geographic strength is noted in areas with fewer regulations, such as Texas and the Gulf, while the West Coast faces challenges in securing large projects. [8] Acquisition Insights - The integration of H&E Equipment Services Inc. is progressing well, with all locations expected to be fully operational on the Herc platform shortly. [3][16] - The acquisition is expected to yield $125 million in cost synergies over two years, with a current run rate indicating 50% achievement by year-end. [17] - The combined fleet will focus on increasing the specialty segment from 16% to a long-term target of 25%, enhancing margin profiles. [25] Financial Outlook - The leverage ratio post-acquisition is at 3.8, with expectations to return to a 2-3 times leverage profile by 2027. [19][21] - The company is prioritizing integration and optimizing the newly acquired branches before pursuing further acquisitions. [21] Future Market Trends - The equipment rental industry is expected to continue growing, with a secular trend favoring rental over ownership. [31] - Customers are increasingly seeking comprehensive solutions, including technology and efficiency in fleet management. [31] - The introduction of innovative products, such as battery storage power and load banks for data centers, is anticipated to drive future growth. [29] Conclusion - Herc Holdings Inc. is well-positioned to capitalize on market opportunities through strategic acquisitions, a focus on specialty equipment, and a robust approach to integration and capital efficiency. [1][17][31]

Group 1 - The "Qi Chain Co-prosperity" conference gathered over 450 enterprises to facilitate collaboration and promote industrial transformation and mutual benefits among companies [1][2] - The conference highlighted the successful cooperation of 22 companies, including the partnership between Zibo Xintai Petrochemical Co., Ltd. and Longxin Pharmaceutical, which aims to reduce raw material transportation costs and shorten procurement cycles [2] - The release of the "Supply and Demand Information Directory" marks a significant innovation in information sharing, cataloging 500 industrial enterprises and over 1,500 products in the region, enhancing efficient connections between supply and demand [2][3] Group 2 - The conference and the directory's launch signify a solid step towards optimizing regional supply chains and promoting industrial collaboration in the Linzi District [3] - The government plays a crucial role in facilitating these partnerships, acting as a bridge and service provider to enhance production organization and resource allocation [2]