Group 1 - The core viewpoint of the news is that Haibo Heavy Industry has seen a stock price increase of 5.04%, reaching 13.34 CNY per share, with a trading volume of 107 million CNY and a turnover rate of 6.70%, resulting in a total market capitalization of 2.674 billion CNY [1] - Haibo Heavy Industry, established on April 11, 1997, and listed on July 19, 2016, is located in Wuhan, Hubei Province, and specializes in the manufacturing and installation of bridge steel structures, along with related technical research, process design, and technical services [1] - The company's main business revenue composition is 99.03% from steel structure engineering and 0.97% from other income [1] Group 2 - Among the top ten circulating shareholders of Haibo Heavy Industry, a fund under Nuoan Fund, specifically Nuoan Multi-Strategy Mixed A (320016), has recently entered the list, holding 1.3911 million shares, which accounts for 1.12% of the circulating shares [2] - As of the latest data, Nuoan Multi-Strategy Mixed A has a total scale of 2.12 billion CNY, with a year-to-date return of 12.18%, ranking 1252 out of 8890 in its category, and a one-year return of 76.12%, ranking 397 out of 8132 [2] - The fund manager, Kong Xianzheng, has been in position for 5 years and 80 days, overseeing a total fund asset scale of 6.675 billion CNY, with the best fund return during his tenure being 110.79% and the worst being -16.74% [2]

海波重型工程科技股份有限公司（以下简称"公司"）于 2026 年 1 月 12 日在巨潮资讯网披露了《关于公司控股股东、实际控制人减持计划预披露公告》 （公告编号：2026-003），公司控股股东、实际控制人张海波先生计划自上述公 告披露之日起 15 个交易日后的 3 个月内（即 2026 年 2 月 3 日至 2026 年 5 月 2 日）以大宗交易方式减持本公司股份合计不超过 3,990,000 股（占公司总股本比 例 1.99%，占公司扣除回购专用账户股份后总股本的比例为 2.00%），以集中竞 价方式减持本公司股份合计不超过 1,990,000 股（占公司总股本比例 0.99%，占 公司扣除回购专用账户股份后总股本的比例为 1.00%）。 公司于近日收到控股股东、实际控制人张海波先生出具的《关于减持股份比 例触及 1%整数倍的告知函》，2026 年 2 月 9 日，张海波先生通过集中竞价交易 方式减持公司股份 713,400 股（占公司总股本比例 0.3560%，占公司扣除回购专 用账户股份后总股本的比例为 0.3569%）。本次权益变动后，公司控股股东、实 际控制人张海波先生及其一致行动人合计持有公 ...

Core Viewpoint - The controlling shareholder Zhang Haibo of Haibo Heavy Industry announced a reduction in shareholding through centralized bidding, decreasing his stake from 50.9279% to 50.5719% [1] Group 1 - Zhang Haibo reduced his holdings by 713,400 shares, which represents 0.3560% of the total share capital [1] - The shareholding percentage, after excluding shares in the repurchase account, decreased from 51.0673% to 50.7104%, reaching a threshold of 1% [1] - Previously, there was a plan for Zhang Haibo to reduce his holdings through block trading by up to 3.99 million shares (1.99%) and through centralized bidding by up to 1.99 million shares (0.99%), which has not yet been completed [1]

Core Viewpoint - The company, Haibo Heavy Industry, announced an expected net profit attributable to shareholders for the year 2025, ranging from 9 million to 13.3 million yuan [2] Financial Performance - The projected net profit for 2025 is estimated to be between 9 million and 13.3 million yuan [2]

Core Viewpoint - The company, Haibo Heavy Industry, forecasts a significant decline in net profit for the year 2025, primarily due to operational pressures in its main business of bridge steel structure engineering [1] Financial Performance - The expected net profit attributable to shareholders for 2025 is projected to be between 9 million and 13.3 million, representing a year-on-year decrease of 42.18% to 60.88% [1] - The net profit after deducting non-recurring gains and losses is anticipated to be between 2.85 million and 4.2 million, reflecting a year-on-year decline of 56.05% to 70.18% [1] Operational Challenges - The decline in performance is attributed to significant operational pressures faced by the bridge steel structure engineering sector [1] - Factors contributing to this decline include delays in payment progress for completed project contracts and intensified market competition leading to downward pressure on project pricing [1] - The company has opted for a cautious approach in balancing project profitability with payment conditions, resulting in a reduction in the amount of contracts undertaken compared to the previous year [1] Revenue Impact - The anticipated decrease in revenue for 2025 is a direct consequence of the reduced contract amounts and the company's large production capacity, which is not fully utilized [1] - The underutilization of capacity has led to increased pressure from fixed cost allocation, further squeezing profit margins [1]

Group 1 - The company expects a net profit of 9 million to 13.3 million yuan for the year 2025, representing a year-on-year decline of 42.18% to 60.88% [1] - The decline in performance is primarily due to significant operational pressures in the bridge steel structure engineering sector [1] - Factors contributing to the decline include delayed payment progress for completed project engineering fees and intensified market competition leading to downward pressure on project pricing [1] Group 2 - To ensure operational stability, the company is carefully weighing project profitability against payment conditions before engaging in market activities [1] - This cautious approach has resulted in a reduction in the amount of engineering contracts undertaken, leading to a year-on-year decline in revenue for 2025 [1] - Additionally, the company has substantial production capacity, and with unsaturated output, the pressure of fixed cost allocation has further squeezed profit margins [1]

证券代码：300517 证券简称：海波重科 公告编号：2026-004 海波重型工程科技股份有限公司 2025 年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为正值且属于同向下降 50%以上情形 （1）以区间数进行业绩预告的 单位：万元 二、与会计师事务所沟通情况 本期业绩预告相关的财务数据未经会计师事务所预审计。公司已就业绩预告有关事项 与会计师事务所进行了预沟通，公司与会计师事务所在业绩预告方面不存在重大分歧。 三、业绩变动原因说明 报告期内公司业绩出现下滑，主要系桥梁钢结构工程主业面临显著经营压力。受已完 工项目工程款支付进度滞后、行业市场竞争加剧倒逼项目定价下行等因素影响，公司为保 障经营稳健性，在项目利润与付款条件之间进行审慎权衡后开展市场经营活动，进而导致 工程承接合同金额同比缩减，2025 年度营业收入因此出现同比下滑，叠加公司产能较大， 在产量不饱和的状态下，固定成本分摊压力凸显，对利润空间形成 ...

Core Viewpoint - The controlling shareholder and actual controller of Haibo Heavy Industry, Zhang Haibo, has announced a share reduction plan involving the sale of up to 3,990,000 shares through block trading and up to 1,990,000 shares through centralized bidding, primarily due to personal funding needs [1][2]. Group 1: Share Reduction Details - Zhang Haibo plans to reduce his holdings by a maximum of 3,990,000 shares, which represents 1.99% of the company's total share capital and 2.00% of the total share capital excluding shares in the repurchase account [1]. - Additionally, he intends to reduce his holdings by up to 1,990,000 shares through centralized bidding, accounting for 0.99% of the total share capital and 1.00% of the total share capital excluding shares in the repurchase account [1]. - The reduction period is set from February 3, 2026, to May 2, 2026, with the selling price determined by market conditions at the time of the sale [2]. Group 2: Shareholder Background - Zhang Haibo currently holds 98,868,500 shares, representing 49.33% of the company's total share capital [2]. - He initially held 102 million shares, which was 50.81% of the total share capital, and has cumulatively reduced his holdings by 2,957,500 shares since August 5, 2025, realizing approximately 35.67 million yuan [2]. - The estimated cash amount from the current reduction, based on the closing price of 12.03 yuan, is approximately 71.94 million yuan [2].

Group 1 - Weiteou signed a strategic cooperation agreement with Qiteng Robotics to focus on safety upgrades in high-risk industries, leveraging new materials and robotics [1] - Dongfang Caifu's subsidiary received approval from the CSRC to issue subordinate bonds totaling up to 20 billion yuan [2] - Haibo Zhongke's controlling shareholder plans to reduce holdings by up to 2.98% of the company's shares [3] Group 2 - Shengyang Technology's subsidiary FTA is expanding into the foreign satellite internet terminal business, which is still in the early commercialization stage [4] - Cangge Mining expects a net profit increase of 43.41%-53.1% for 2025, projecting a profit of 3.7-3.95 billion yuan [5] - Jinlongyu plans to invest approximately 1.2 billion yuan to build a production line for solid-state batteries with an annual capacity of 2 GWh [6] Group 3 - Shengda Resources intends to acquire a 55% stake in Guangxi Laibin Jinshi Mining for 269.5 million yuan [7] - Zhifei Biological's CA111 injection has entered Phase I clinical trials, targeting diabetes and weight loss treatment [8] - Qusleep Technology's specific shareholders plan to reduce their holdings by up to 2.58% of the company's shares [9] Group 4 - Innovation Medical's subsidiary has a product expected to generate revenue of 114,000 yuan in 2025 [11] - Blue Ocean Cursor noted that AI-driven revenue currently constitutes a small portion of overall revenue [12] - *ST Yanshi anticipates a loss for the 2025 fiscal year, with revenue expected to be below 300 million yuan [13] Group 5 - ST Yishite will lift risk warnings and change its stock name, resuming trading on January 14 [14] - Shaoyang Hydraulic clarified that its products do not directly serve commercial aerospace clients [15] - Boss Electric plans to invest 100 million yuan in Youte Smart Kitchen to deepen strategic cooperation [16] Group 6 - Guo An Da's controlling shareholder plans to reduce holdings by up to 3% of the company's shares [17] - *ST Mingjia has lifted the delisting risk warning following the completion of its restructuring plan [18] - Haixiang Pharmaceutical signed an innovative drug cooperation agreement with Wanbangde Pharmaceutical [19] Group 7 - Palm Holdings plans to transfer stakes in two project companies for debt compensation, amounting to 258 million yuan [20] - Bohai Leasing's subsidiary Avolon is projected to have a fleet of 1,132 aircraft by the end of 2025 [21] - Zhenyou Technology reported that satellite internet revenue accounted for approximately 7.15% of total revenue in the first three quarters of 2025 [22] Group 8 - Blue Arrow Electronics intends to acquire at least 51% of Chengdu Xinyi Technology [23] - Shunhao Co. stated that its investment in Tianshu Chuangxin will have a minimal impact on its 2025 performance [24][25] - Baichuan Co.'s deputy general manager plans to reduce holdings by up to 0.65% of the company's shares [26] Group 9 - Zhewen Interconnect reported that its GEO business has not yet formed a mature profit model [27] - XW Communication's controlling shareholder plans to reduce holdings by up to 1% of the company's shares [28] - Electric Science Digital indicated that its satellite communication products are not its main business [29] Group 10 - Bojun Technology expects a net profit increase of 35%-65% for 2025, projecting a profit of 828-1,012 million yuan [30] - Rongchang Bio signed a licensing agreement for the RC148 drug with AbbVie, with an initial payment of 650 million USD [31] - Guoxin Technology's state investment fund plans to reduce holdings by up to 2.37% of the company's shares [32] Group 11 - Hengxuan Technology's controlling shareholder plans to reduce holdings by up to 3% of the company's shares [33][34] - *ST Chengchang announced a stock suspension for investigation due to abnormal trading [35] - Zhongji Xuchuang's subsidiary plans to issue warrants to incentivize its core team [36] Group 12 - Zhuoshengwei expects a net loss of 255-295 million yuan for 2025 [37] - Pingtan Development anticipates a loss for the 2025 fiscal year [38] - Nanjing Bank's major shareholder increased its stake by 123.472 million shares [39] Group 13 - Jingao Technology expects a net loss of 4.5-4.8 billion yuan for 2025 [40] - Mingyang Smart plans to acquire control of Dehua Company, with stock suspension [41] - Vanadium Titanium Co. anticipates a loss for the 2025 fiscal year [42][43] Group 14 - Tianzhihang announced a delay in its "Smart Medical Center Construction Project" [44]

Summary of Key Points Core Viewpoint - Multiple shareholders across various companies are planning to reduce their stakes, indicating potential shifts in ownership and investor sentiment in the market [1]. Shareholder Reductions - Hengxuan Technology: Shareholders including Ningbo Yibifu plan to reduce their holdings by up to 1.50% [1]. - Guoxin Technology: Industry fund shareholders intend to reduce their stakes by up to 2.37% [1]. - Qusleep Technology: Shareholder Kuanzhai Cultural plans to reduce holdings by no more than 1.98% [1]. - Xinwei Communication: General Manager Peng Hao aims to reduce his stake by up to 1% [1]. - Guoanda: Shareholder Hong Junlong plans to reduce his holdings by up to 1.2761% [1]. - Zhuoyue New Energy: Controlling shareholders intend to reduce their stakes by up to 3.00% [1]. - Haibo Heavy Industry: Actual controller Zhang Haibo plans to reduce his stake by up to 3% [1]. - Sanyou Medical: Shareholders Xu Nong and Liu Mingyan plan to reduce their holdings by up to 2.00% [1]. - Saifen Technology: Multiple shareholders intend to reduce their stakes by up to 6% [1]. - Fangyuan Shares: Shareholder Betterry plans to reduce holdings by no more than 510.17 million shares [1]. - Qiutian Micro: Beihai Chengyu plans to reduce holdings by up to 0.83% [1]. - Diaoda Shares: Controlling shareholders plan to reduce their stakes by up to 3% [1]. - Maidi Technology: Shareholder Weng Kang plans to reduce holdings by 520.29 million shares [1]. Other Notable Events - *ST Yanshi: The company's stock may face delisting [1]. - Jin Yi Technology: The company has terminated the issuance of shares to specific targets and signed relevant termination agreements [1].