Core Viewpoint - Shanghai Mechanical and Electrical Co., Ltd. has approved the public transfer of 67% equity in Shanghai Simic Welding Materials Co., Ltd. as part of its strategic adjustment to exit the high-pollution and high-energy-consuming welding materials industry [1] Group 1 - The board meeting approved the transfer of 67% equity in Simic Welding Materials, with an estimated value of RMB 29,120.17 million based on the valuation of RMB 43,462.94 million for 100% equity as of June 30, 2025 [1] - The production site of Simic Welding Materials was acquired by the government in 2024, making it no longer viable for continued operations [1] - The company is shifting its strategic focus away from the non-ferrous welding materials industry due to its high pollution and energy consumption [1]

公司代码：600558 公司简称：大西洋 四川大西洋焊接材料股份有限公司 二〇二五年九月十二日 大西洋 2025 年第一次临时股东会会议材料 四川大西洋焊接材料股份有限公司 目 录 ATLANTIC CHINA WELDING CONSUMABLES,INC. 1 大西洋 2025 年第一次临时股东会会议材料 四川大西洋焊接材料股份有限公司 会议时间：2025 年 9 月 12 日 14:00 会议地点：四川省自贡市自流井区丹阳街 1 号公司生产指挥中心二楼 会议室 会议召集人：公司董事会 一、主持人宣布会议开始； 二、主持人宣读本次股东会会议须知； 三、提名监票员、计票员，请到会股东举手表决； 四、审议议案： 序号 议案名称 五、股东发言及提问； 六、宣布出席现场股东会的股东及股东代理人情况； 七、对议案进行表决； 八、监票员、计票员清点并统计现场表决票数； 九、宣布本次股东会表决结果； 十、主持人宣读 2025 年第一次临时股东会会议决议； 十一、律师发表现场见证法律意见，并出具法律意见书； 十二、主持人宣布公司 2025 年第一次临时股东会结束。 四川大西洋焊接材料股份有限公司 董 事 会 ATLANT ...

Group 1 - The stock price of Hahong Huaton is reported at 33.51 yuan, down 1.15% from the previous trading day, with a trading volume of 1.31 billion yuan [1] - The company specializes in the research, production, and sales of welding materials, which are widely used in machinery manufacturing, petrochemicals, and power energy sectors [1] - Hahong Huaton is listed on the Growth Enterprise Market and belongs to the general equipment manufacturing industry [1] Group 2 - The company released its semi-annual report for 2025 on August 21, showing a revenue of 806 million yuan for the first half of the year, an increase of 12.89% year-on-year [1] - The net profit attributable to shareholders decreased to 12.28 million yuan, down 14.01% year-on-year, with basic earnings per share of 0.07 yuan, a decrease of 12.5% [1]

Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, attributed to increased market competition and economic uncertainties, while maintaining its position as a leading manufacturer in the welding and cutting equipment industry [4][10]. Company Overview and Financial Indicators - Company Name: Shenzhen Jasic Technology Co., Ltd. - Stock Code: 300193 - Total Assets: 2,965,920,474.63 RMB, down 2.43% from the previous year [3]. - Net Assets: 2,250,485,927.66 RMB, up 0.61% from the previous year [3]. Financial Performance - Revenue: 604,742,501.22 RMB, a decrease of 6.31% compared to the same period last year [3][4]. - Net Profit: 106,242,445.02 RMB, down 20.02% year-on-year [3][4]. - Basic Earnings Per Share: 0.22 RMB, a decline of 21.43% from the previous year [3][4]. - Operating Cash Flow: 3,225,380.93 RMB, a significant drop of 95.82% compared to the previous year [3][4]. Business Operations - The company specializes in the research, production, and sales of welding and cutting equipment, including a wide range of welding machines and accessories [5][12]. - The company employs an authorized distributor sales model, with a global network of distributors [5][12]. Industry Development - The welding and cutting equipment manufacturing industry is experiencing a slowdown in growth due to macroeconomic fluctuations and intensified competition [10][11]. - The industry is shifting towards smart and green manufacturing, with increasing demand for high-precision and high-performance welding equipment driven by emerging sectors like new energy and aerospace [11][12]. Competitive Position - The company is recognized as a leading player in the domestic welding equipment market, leveraging strong technological innovation and a comprehensive product range to establish competitive barriers [12][13]. - The company aims to expand its presence in the high-end welding equipment market while maintaining its leadership in the general welding machine sector [12][13].

格隆汇8月11日丨大西洋(600558.SH)在投资者互动平台表示，制造机器人需要使用少量焊接材料。 ...

Group 1 - The core stock price of Ha Han Hua Tong is reported at 33.29 yuan, down 0.63% from the previous trading day [1] - The trading volume on the same day was 44,571 hands, with a transaction amount of 147 million yuan, resulting in a turnover rate of 4.38% [1] - The company specializes in the research, production, and sales of welding materials, which are widely used in machinery manufacturing, petrochemicals, and power energy sectors [1] Group 2 - As of August 4, 2025, the net outflow of main funds for Ha Han Hua Tong was 13.93 million yuan, accounting for 0.41% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 88.9 million yuan, representing 2.63% of the circulating market value [1] - The company is classified within the general equipment industry and holds the qualification of a specialized and innovative enterprise [1]

Group 1 - The core stock price of Ha Han Hua Tong as of July 29, 2025, is 34.31 yuan, reflecting a decrease of 1.44% compared to the previous trading day [1] - The trading volume on the same day was 65,041 hands, with a total transaction amount of 223 million yuan, resulting in a turnover rate of 6.40% [1] - Ha Han Hua Tong operates in the general equipment manufacturing industry, focusing on the research, production, and sales of welding materials [1] Group 2 - The company's products are widely used in various fields, including major infrastructure projects such as large hydropower stations and subways [1] - On July 29, the company stated on its investor interaction platform that its products are currently applied in national key projects, indicating its market participation in significant engineering projects [1] - The net outflow of main funds on July 29 was 42.86 million yuan, accounting for 1.23% of the circulating market value [1] Group 3 - The current total market value of Ha Han Hua Tong is 6.238 billion yuan, with a price-to-earnings ratio of 253.57 times [1]

Core Viewpoint - The company is preparing for its 2024 annual shareholders' meeting, where various proposals will be discussed, including the appointment of auditors and expected related party transactions for 2025. Group 1: Meeting Details - The annual shareholders' meeting is scheduled for June 27, 2025, at 1:30 PM in the company's production command center in Zigong, Sichuan [1]. - The meeting will include the election of vote counters, discussion of various proposals, and a session for shareholder questions [2][3]. Group 2: Proposals for Discussion - Proposals include the payment of fees to the accounting firm for 2024, reappointment of the accounting firm for 2025, and expected related party transactions with several companies for 2025 [1][4]. - The company plans to discuss the increase in transaction limits with Jiangsu Shenyuan Special Alloy Co., Ltd. and Tianjin Helong Titanium Industry Co., Ltd. for 2025 [1][4]. Group 3: Company Performance - In the reporting period, the company achieved a production volume of 498,461 tons, a year-on-year increase of 3.99%, and a sales volume of 516,095 tons, up 6.27% [5]. - The main business revenue reached 3.54734 billion yuan, reflecting a stable operational performance despite market challenges [5]. Group 4: Governance and Compliance - The company maintains a robust governance structure and internal control mechanisms, adhering to relevant laws and regulations to ensure compliance and protect shareholder rights [6][7]. - The board of directors has established various committees to enhance decision-making and oversight, ensuring independent directors play a crucial role in maintaining shareholder interests [7][8]. Group 5: Future Plans - For 2025, the company targets total sales of 540,000 tons and revenue of 3.3 billion yuan, with a projected profit of 150 million yuan, indicating a decrease compared to 2024 [14].

Group 1: Dividend Plans - The company has developed a mid-term dividend plan for 2025, which has been approved by the board and will be submitted for review at the 2024 annual shareholders' meeting [2] - If the mid-term dividend is implemented, the company will disclose information in accordance with disclosure requirements [2] Group 2: Project Involvement - The company provides high-quality welding materials for nuclear fusion projects, specifically participating in the compact superconducting nuclear fusion experimental device project [2] Group 3: Market Value Management - The company aims to enhance operational efficiency and profitability while focusing on strategic planning and industry layout for market value management [3] - Plans include cash dividends to improve investor returns and enhance investor satisfaction [3] Group 4: Mergers and Acquisitions - Currently, there are no specific merger plans, but the company is actively looking for quality projects domestically and internationally to enhance competitiveness [3] - The company emphasizes internal growth and product structure adjustment as primary strategies [3] Group 5: Subsidiary Management - The company strengthens management of its subsidiaries by appointing key personnel to oversee operations and establishing internal reporting mechanisms for significant matters [3]

第三节"管理层讨论与分析"之"五、报告期内主要经营情况"之"（一）主营业务分析"之" 2.收入和成本 分析"之"（1）.主营业务分行业、分产品、分地区、分销售模式情况"之"主营业务分地区情况" 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600558 证券简称：大西洋 公告编号：临2025-15号 四川大西洋焊接材料股份有限公司 关于2023年、2024年年度报告的更正公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 四川大西洋焊接材料股份有限公司（以下简称"公司"）分别于2024年4月8日、2025年3月28日披露了 《大西洋2023年年度报告》《大西洋2024年年度报告》。经核查，公司披露的2023年、2024年年度报告 个别数据有误，根据《公开发行证券的公司信息披露编报规则第19号一一财务信息的更正及相关披露》 等规定，现对相关信息进行更正。本次更正不涉及对公司财务报表的调整，不影响公司上述年度财务状 况、经营成果和现金流状况。 一、更正情况 1、对2023年年度报告的更正情况 更正前： 单位:元 币 ...