11月20日，冀凯股份跌5.19%，截至发稿，报9.86元/股，成交2.80亿元，换手率8.10%，总市值33.52亿 元。 太平量化选股混合A（021884）基金经理为张子权。 截至发稿，张子权累计任职时间3年207天，现任基金资产总规模70.37亿元，任职期间最佳基金回报 55.34%， 任职期间最差基金回报1.12%。 资料显示，冀凯装备制造股份有限公司位于河北省石家庄高新区湘江道418号，成立日期2003年5月16 日，上市日期2012年7月31日，公司主营业务涉及支护机具、安全钻机、掘进设备和运输机械等矿用机 械装备,是矿山装备的专业供应商与服务商。主营业务收入构成为：运输机械63.07%，安全钻机 24.27%，支护机具7.92%，采掘装备2.80%，其他(补充)1.93%。 从基金十大重仓股角度 数据显示，太平基金旗下1只基金重仓冀凯股份。太平量化选股混合A（021884）三季度持有股数3.83万 股，占基金净值比例为0.48%，位居第七大重仓股。根据测算，今日浮亏损失约2.07万元。 太平量化选股混合A（021884）成立日期2024年10月29日，最新规模6361.58万。今年以来收益 32 ...

证券日报网讯 冀凯股份11月18日在互动平台回答投资者提问时表示，公司是集研发、制造、销售及服 务于一体的高新技术企业，主营支护机具、安全钻机、掘进设备和运输机械等煤矿用机械产品，是矿山 装备的专业供应商与服务商。公司的产品主要用于支护施工、探水探瓦斯作业、巷道掘进、采煤工作面 煤炭运输和采掘工作面的辅助运输。公司也将积极关注产业链相关产品新兴领域的发展机会。 （编辑 袁冠琳） ...

Group 1 - The core point of the news is that Jikai Equipment Manufacturing Co., Ltd. has seen a significant stock price increase of 10%, reaching 9.35 CNY per share, with a total market capitalization of 3.179 billion CNY [1] - Jikai's main business involves mining machinery and equipment, with revenue composition as follows: transportation machinery 63.07%, safety drilling rigs 24.27%, support tools 7.92%, mining equipment 2.80%, and others 1.93% [1] - The company is located in Shijiazhuang High-tech Zone, Hebei Province, and was established on May 16, 2003, with its listing date on July 31, 2012 [1] Group 2 - Taiping Fund has a significant holding in Jikai, with its Taiping Quantitative Stock Mixed A Fund (021884) holding 38,300 shares, representing 0.48% of the fund's net value, making it the seventh-largest holding [2] - The Taiping Quantitative Stock Mixed A Fund has achieved a return of 33% year-to-date, ranking 2635 out of 8147 in its category, and a one-year return of 31.53%, ranking 2022 out of 8056 [2] - The fund manager, Zhang Ziquan, has been in position for 3 years and 198 days, with the fund's total asset size at 7.037 billion CNY and the best return during his tenure being 52.52% [3]

Group 1 - The core viewpoint of the news is that Jikai Equipment Manufacturing Co., Ltd. has seen a significant stock price increase of 5.33%, reaching 8.50 CNY per share, with a total market capitalization of 2.89 billion CNY [1] - Jikai's main business involves mining machinery equipment, including support tools, safety drilling rigs, tunneling equipment, and transportation machinery, with the revenue composition being 63.07% from transportation machinery, 24.27% from safety drilling rigs, 7.92% from support tools, 2.80% from mining equipment, and 1.93% from other sources [1] Group 2 - Taiping Fund has a significant holding in Jikai, with its Taiping Quantitative Stock Mixed A Fund (021884) holding 38,300 shares, accounting for 0.48% of the fund's net value, ranking as the seventh largest holding [2] - The Taiping Quantitative Stock Mixed A Fund has achieved a year-to-date return of 27.13%, ranking 3745 out of 8152 in its category, and a one-year return of 25.85%, ranking 3631 out of 8038 [2] Group 3 - The fund manager of Taiping Quantitative Stock Mixed A Fund is Zhang Ziquan, who has been in the position for 3 years and 186 days, managing a total asset size of 7.04 billion CNY, with the best fund return during his tenure being 50.76% [3]

Group 1 - The core viewpoint of the news is that Jikai Co., Ltd. has shown significant stock performance with a year-to-date increase of 61.66% and a recent trading volume indicating active market interest [1] - As of September 30, Jikai's stock price was 8.18 yuan per share, with a market capitalization of 2.781 billion yuan [1] - The company has been listed on the "龙虎榜" (Dragon and Tiger List) 14 times this year, indicating notable trading activity [1] Group 2 - Jikai's main business segments include transportation machinery (63.07% of revenue), safety drilling rigs (24.27%), support tools (7.92%), and mining equipment (2.80%) [1] - The company is classified under the machinery equipment industry, specifically in specialized equipment for energy and heavy machinery [1] - As of September 10, the number of shareholders decreased to 28,700, while the average number of circulating shares per person increased to 11,725 [2] Group 3 - For the first half of 2025, Jikai reported a revenue of 11.8 million yuan, a year-on-year decrease of 13.50%, and a net profit attributable to shareholders of -30.139 million yuan, a significant decline of 676.01% [2] - Since its A-share listing, Jikai has distributed a total of 36.86 million yuan in dividends, with 2.38 million yuan distributed in the last three years [3]

Group 1 - The company held its 26th meeting of the fifth board of directors on September 19, 2025, to discuss various resolutions [1][2][4] - The board approved the first phase of the 2024 restricted stock incentive plan, allowing 8 eligible participants to unlock a total of 234,080 shares, representing approximately 0.0996% of the company's total share capital [2][26][30] - The board also approved the repurchase and cancellation of 48,720 shares of restricted stock from 3 participants who have left the company, at a repurchase price of 7.6786 yuan per share [5][41][48] Group 2 - The company decided to postpone the shareholders' meeting until further notice, pending the completion of related work and preparations [9][58] - The board's resolutions were based on prior approvals from the remuneration and assessment committee, ensuring compliance with relevant laws and regulations [4][7][35] - The company will proceed with the necessary procedures for the unlocking of shares and the repurchase of restricted stocks as per the established regulations [36][55]

Group 1: Company Overview and Market Position - Jikai Equipment Manufacturing Co., Ltd. specializes in mining machinery, including support equipment, safety drilling rigs, tunneling equipment, and transportation machinery [1] - The company is actively monitoring industry developments and will expand its business areas based on market opportunities [2] Group 2: Financial Performance and Challenges - In the first half of 2025, accounts receivable increased by 48.53%, while main revenue decreased by 11.5% due to intensified competition in the coal machinery market [4] - The company is committed to enhancing core technology research and innovation, accelerating new product development, and improving market share to achieve rapid performance growth [4] Group 3: Strategic Initiatives and Future Outlook - The management is focused on deepening core business, technological innovation, optimizing operational strategies, and implementing cost reduction measures to improve performance and company value [4] - The company has not yet participated in major projects like the Yajiang Hydropower Station but is open to future opportunities in national key projects [2] Group 4: Investor Relations and Confidence - The management expresses confidence in the company's future performance and is dedicated to providing returns to investors through strategic partnerships and market expansion [4] - The company has not joined the Huawei Mining Ecosystem but is considering future strategic collaborations [4]

Core Viewpoint - Sichuan Zigong Transportation Machinery Group Co., Ltd. is implementing a stock option incentive plan for 2025, which aims to enhance employee motivation and align their interests with those of shareholders [3][34]. Group 1: Company Overview - Sichuan Zigong Transportation Machinery Group Co., Ltd. was established on June 28, 2011, and is a publicly listed company on the Shenzhen Stock Exchange since November 1, 2021, with the stock code "001288" [6][8]. - The company operates in the manufacturing and sales of transportation machinery and related equipment, with a registered capital of 234.92 million shares [7][8]. Group 2: Incentive Plan Details - The stock option incentive plan will grant a total of 4.98 million stock options, accounting for approximately 2.12% of the company's total share capital as of September 2, 2025 [14][28]. - The plan includes 31 incentive recipients, primarily consisting of directors, senior management, and middle management, excluding independent directors and major shareholders [10][12]. Group 3: Legal Compliance - The plan has been reviewed and approved by the company's board of directors, ensuring compliance with relevant laws and regulations, including the Company Law and Securities Law [4][29]. - The legal opinion confirms that the company meets the qualifications to implement the incentive plan and that there are no legal barriers to its execution [34][35]. Group 4: Performance Targets - The performance targets for the incentive plan are based on the company's net profit, with specific growth rates set for the years 2025, 2026, and 2027, starting from a baseline net profit of 157 million yuan in 2024 [23][24][25]. - The plan stipulates that the stock options can only be exercised if the company meets the established performance criteria during the assessment periods [22][26]. Group 5: Disclosure and Procedures - The company is required to publicly disclose the details of the incentive plan and the list of incentive recipients, ensuring transparency and adherence to regulatory requirements [32][34]. - The plan will undergo further procedural steps, including a public notice period and shareholder approval, to finalize its implementation [29][34].

Core Viewpoint - Jikai Co., Ltd. has faced significant challenges over its 13 years since listing, with a market value decline of 61.19% from its peak, reflecting issues in performance and market confidence [2][7]. Group 1: Business Performance - The transportation machinery segment is the main revenue driver, accounting for 59.17% of total revenue in the first half of 2024, down from 68.91% in 2020 [3]. - Despite having a strong product line, including key equipment like 3D-formed cast scrapers, the transportation machinery business has shown signs of revenue decline, with a year-on-year decrease of 11.24% in the first three quarters of 2024 [3]. - The company has developed innovative products like explosion-proof diesel intelligent handling robots, but these have limited short-term impact on revenue [3]. Group 2: Financial Challenges - Jikai Co., Ltd. has consistently reported losses, with a net profit of -0.16 billion in 2020, narrowing to -0.02 billion in 2024, and a loss of 16.39 million in the first quarter of 2025 [5]. - There is a mismatch between R&D investment and output efficiency, with management expenses increasing by 23% year-on-year in 2024, leading to a lower return on investment compared to industry averages [5]. Group 3: Market Position and Strategic Issues - The company's market value peaked at 7.236 billion in 2017, coinciding with a boom in the coal industry, but it has struggled to find new growth avenues as the industry cycle shifted [7]. - Jikai Co., Ltd. faces increasing competition from leading firms like XCMG and SANY in the intelligent mining sector, despite benefiting from regional policy support [7]. - The company has expanded its export business to markets like Australia and Russia, but overseas revenue remains below 15%, and it lacks sufficient international certifications to enhance competitiveness [7].