Core Viewpoint - The announcement details the successful auction and transfer of 500,000 shares held by the controlling shareholder of Huaxi Energy Industrial Co., Ltd., Li Renchao, which was completed on December 25, 2025 [1]. Group 1: Share Transfer Details - The company disclosed that the shares auctioned were successfully transferred and registered on December 25, 2025 [1]. - The transfer of shares is subject to regulations from the China Securities Regulatory Commission (CSRC) and the Shenzhen Stock Exchange regarding shareholder reductions [1]. Group 2: Regulatory Compliance - The announcement emphasizes that the buyer of the shares must comply with relevant regulations regarding share reductions, including a six-month holding period during which the buyer cannot sell the acquired shares [1]. - The company reiterated the importance of adhering to the CSRC and Shenzhen Stock Exchange rules concerning share transfers and reductions [1].

华西能源公告称，公司控股股东黎仁超所持50万股公司股份于2025年12月25日完成过户变更登记。该部 分股份占其拍卖时所持股份的0.36%，占公司总股本的0.04%，由四川省金堂县人民法院变卖，因司法 裁定过户。司法拍卖受让方后续股份变动应遵守相关减持规定，受让后六个月内不得减持。本次股份变 卖过户对公司生产经营、治理无重大不利影响，公司经营正常。 ...

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 华西能源工业股份有限公司（以下简称"公司"）于 2025 年 12 月 1 日在巨 潮资讯网发布了《关于控股股东部分股份司法拍卖的进展公告》（公告编号 2025-072），对公司控股股东黎仁超所持 50 万股公司股份拍卖竞价成功有关情况 进行了披露。 公司于今日经查询获悉，前述竞价成功标的股份 50 万股已于 2025 年 12 月 25 日完成过户变更登记，具体情况如下： 二、其他说明 根据中国证监会《上市公司股东减持股份管理暂行办法》第十五条第一款： "股东因司法强制执行或者股票质押、融资融券、约定购回式证券交易违约处置 等减持股份的，应当根据具体减持方式分别适用本办法的相关规定，并遵守证券 交易所的相关规则。"及第十三条第一款："大股东通过协议转让方式减持股份， 或者其他股东通过协议转让方式减持其持有的公司首次公开发行前发行的股份 1 股东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次变卖 股份数量 （股） 占其拍 卖时所 持股份 比例 占公司 总股本 比例 是否为 限售股 及限售 类型 起始 ...

Core Insights - The boiler manufacturing industry in China is transitioning towards energy efficiency, environmental protection, and user-friendliness, as highlighted in the "13th Five-Year Plan" which emphasizes energy-saving actions across various sectors [1] Policy Overview - The Chinese government has introduced several key policies aimed at enhancing the safety and efficiency of boiler manufacturing, including the "Boiler Safety Improvement Action Plan" set for implementation by April 2025, which targets the elimination of safety hazards in small boilers [3] - The "2024-2025 Energy Saving and Carbon Reduction Action Plan" mandates specific energy-saving and carbon reduction targets for key industries, promoting the adoption of high-efficiency boiler technologies [3] - The "Guidelines for Accelerating the Construction of Waste Resource Utilization Systems" encourage the utilization of industrial waste heat and resources, further supporting the boiler industry's transition to greener practices [3] Industry Development Goals - The industry aims to continuously improve the energy efficiency of equipment systems, focusing on the application of high-efficiency energy equipment and the renovation of existing energy-consuming devices [15] - There is a push for the development of integrated services for high-efficiency and energy-saving boilers, including design, production, installation, and operation [15] - The promotion of low-carbon transformation in industrial energy use is emphasized, particularly in sectors such as copper, iron, petrochemicals, and building materials, advocating for the use of electric heating technologies [15] Provincial Policies - Various provinces are implementing their own policies to support the boiler manufacturing industry, such as Beijing's initiative to enhance the efficiency of gas boilers and promote electric heating systems [16] - In Hebei, a plan has been established to encourage the replacement of old equipment with energy-efficient models, aligning with national energy-saving goals [16] - Inner Mongolia's policy aims for over 80% of steel production capacity to achieve ultra-low emissions by 2025, which includes the comprehensive implementation of low-emission standards for coal-fired boilers [16]

Core Viewpoint - The other power equipment sector experienced a significant increase of 3.7% on December 24, with Xinle Energy leading the gains, reflecting positive market sentiment in this industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3940.95, up by 0.53%, while the Shenzhen Component Index closed at 13486.42, up by 0.88% [1]. - Notable stocks in the other power equipment sector included: - Xinfu Energy (300593) with a closing price of 30.24, up by 20.00% and a trading volume of 632,300 shares, totaling a transaction value of 1.83 billion [1]. - Zhongheng Electric (002364) closed at 27.67, up by 10.02% with a trading volume of 547,300 shares [1]. - Jinshi Technology (002951) closed at 15.29, up by 10.00% with a transaction value of 209 million [1]. Group 2: Capital Flow - The other power equipment sector saw a net inflow of 1.933 billion in main funds, while retail investors experienced a net outflow of 762 million [2]. - The capital flow for key stocks included: - Maigemit (002851) had a main fund net inflow of 460 million, but retail funds saw a net outflow of 189 million [3]. - Zhongheng Electric (002364) had a main fund net inflow of 401 million, with retail funds experiencing a net outflow of 210 million [3]. - Shanghai Electric (601727) recorded a main fund net inflow of 83.28 million, while retail funds had a net outflow of 21.53 million [3].

Core Viewpoint - The industrial boiler market in China is experiencing a mixed trend, with a projected production increase in 2025 but a cumulative decline observed in the first ten months of 2025 [1] Group 1: Industry Overview - The production of industrial boilers in China is expected to reach 19,000 tons of evaporation capacity in October 2025, representing a year-on-year growth of 6.4% [1] - Cumulatively, the production of industrial boilers from January to October 2025 is reported to be 158,000 tons of evaporation capacity, showing a decline of 8% compared to the previous year [1] Group 2: Companies Mentioned - Listed companies in the industrial boiler sector include Huaguang Huaneng (600475), Chuanrun Co., Ltd. (002272), Hailu Heavy Industry (002255), Huaxi Energy (002630), and Dongfang Electric (600875) [1] Group 3: Research and Analysis - The report titled "2025-2031 China Industrial Boiler Industry Market Special Research and Development Strategy Analysis Report" by Zhiyan Consulting provides insights into the market trends and strategies for the industrial boiler sector [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services for investment decisions [1]

Industry Overview - The boiler manufacturing industry in China has a limited number of publicly listed companies, with key players including Xizi Clean Energy, Huaguang Huaneng, Chuanrun Co., Hailu Heavy Industry, Huaxi Energy, and Dongfang Boiler [1][2][3] - The industry is characterized by a large upstream and downstream supply chain, with significant growth potential in energy efficiency technologies [1] Company Summaries - Xizi Clean Energy, established in 1955, has a registered capital of 835.93 million yuan and focuses on various types of boilers, including waste heat and biomass boilers, with a revenue of 64.37 billion yuan and a boiler business income of 22.28 billion yuan [10][14] - Huaguang Huaneng, founded in 2000, has a registered capital of 955.97 million yuan and specializes in energy and environmental sectors, reporting a total revenue of 91.13 billion yuan and a boiler business income of 17.42 billion yuan [10][14] - Chuanrun Co., established in 1997, has a registered capital of 484.88 million yuan, focusing on boiler manufacturing and related services, with a total revenue of 15.98 billion yuan and a boiler business income of 6.60 billion yuan [10][14] - Hailu Heavy Industry, founded in 2000, has a registered capital of 830.88 million yuan, with a total revenue of 27.89 billion yuan and a boiler business income of 14.76 billion yuan [10][14] - Huaxi Energy, established in 2004, has a registered capital of 1.18 billion yuan, focusing on clean energy and environmental projects, with a total revenue of 25.93 billion yuan and a boiler business income of 2.15 billion yuan [10][14] Market Trends - The boiler manufacturing industry is seeing a shift towards digital services and energy-efficient products, with companies like Xizi Clean Energy and Huaguang Huaneng actively exploring new market opportunities [13] - The industry is also focusing on the development of low-carbon and zero-carbon equipment in response to energy transition trends [13] Financial Performance - The top companies in the boiler manufacturing sector, including Xizi Clean Energy, Huaguang Huaneng, and Hailu Heavy Industry, have all reported boiler business revenues exceeding 10 billion yuan, indicating strong market presence [13] - Hailu Heavy Industry reported the highest gross margin for its waste heat boilers and related products at 26.03% [13] Regional Insights - As of October 2025, the majority of boiler manufacturing companies are registered in Shandong Province, with over 5,500 companies, followed by Jiangsu Province with approximately 4,600 companies [7]

截至发稿，ST华西市值为31亿元。 每经头条（nbdtoutiao）——专访管涛：美国政府经济贸易政策正逐渐动摇美元本位国际货币体系，利 多因素下人民币汇率有可能破7 （记者 曾健辉） 每经AI快讯，ST华西（SZ 002630，收盘价：2.65元）12月11日晚间发布公告称，公司第六届第二十次 董事会会议于2025年12月11日在公司行政楼一楼会议室以现场结合通讯表决方式召开。会议审议了《关 于变更会计师事务所的议案》等文件。 2025年1至6月份，ST华西的营业收入构成为：锅炉制造业占比98.67%，其他业务占比1.33%。 ...

证券代码：002630 证券简称：ST 华西 公告编号：2025-075 华西能源工业股份有限公司 关于变更会计师事务所的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1.原聘任的会计师事务所：四川华信（集团）会计师事务所（特殊普通合伙） （以下简称"四川华信会计师事务所"），拟聘任的会计师事务所：政旦志远（深 圳）会计师事务所（特殊普通合伙）（以下简称"政旦志远会计师事务所"）。 2.四川华信会计师事务所对公司 2024 年度财务报表出具了保留意见的审计 报告。 3.变更会计师事务所的原因：由于四川华信会计师事务所与公司签订的审计 服务合同已经到期，结合公司未来发展战略和业务需要，经公司董事会审计委员 会审核同意，拟聘任政旦志远（深圳）会计师事务所（特殊普通合伙）为公司 2025 年度审计机构，聘期一年。 4.审计委员会、董事会对本次变更会计师事务所事项无异议。 本次拟变更会计师事务所事项符合《国有企业、上市公司选聘会计师事务所 管理办法》的有关规定。 一、拟聘任会计师事务所的基本情况 1.基本信息。 机构名称：政旦志远（深圳）会计师事务 ...

证券代码：002630 证券简称：ST 华西 公告编号：2025-076 华西能源工业股份有限公司（以下简称"公司"）第六届董事会第二十次会 议审议通过了《关于召开 2025 年第四次临时股东会的议案》，现将本次股东会有 关事项通知如下： 一、会议召开的基本情况 1. 股东会届次：2025 年第四次临时股东会。 2. 股东会的召集人：公司第六届董事会。 3. 会议召开的合法、合规性：本次股东会的召开符合有关法律法规、部门 规章、规范性文件、《深圳证券交易所股票上市规则》和公司章程的规定。 华西能源工业股份有限公司 关于召开 2025 年第四次临时股东会的通知 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 记载、误导性陈述或重大遗漏。 重要提示： 4.会议召开的日期、时间： （1）现场会议日期时间：2025 年 12 月 29 日（星期一）下午 14∶30。 （2）网络投票日期时间：2025 年 12 月 29 日。其中，通过互联网投票系统 投票的具体时间为 2025 年 12 月 29 日上午 9∶15 至下午 15∶00 期间的任意时间； 通过深圳证券交易所交易系统进行网络投票的具体时 ...