As of the close of September 12, 2025, Lanshi Heavy Holdings () closed at 7.69 yuan, down 0.26%, with a turnover rate of 1.08%, a trading volume of 140,700 lots and a trading volume of 108 million yuan.

Summary of transaction information on the day's focus

Fund flow

On September 12, the net outflow of main funds was 13.848 million yuan, accounting for 9.23% of the total transaction volume; the net outflow of hot funds was 1.7446 million yuan, accounting for 1.16% of the total transaction volume; the net inflow of retail funds was 15.5926 million yuan, accounting for 10.4% of the total transaction volume.

Key points of institutional research

The company continues to promote its layout in the field of "nuclear hydrogen optical storage" new energy equipment. In terms of nuclear energy, we have joined the State Power Investment Corporation's "Guohe No. 1" industrial chain alliance and invested in the China Nuclear Science and Technology Innovation Fund; in terms of hydrogen energy, we have built Lanshi Group and Gansu Province's first integrated green hydrogen "making, storage, transportation and application" test demonstration base, and the 98Mpa high-voltage hydrogen storage container has been installed at the Hydelisendan stove hydrogen refueling station in Nanhai District, Foshan City; in terms of photothermal energy storage, a joint venture has been established, and has obtained high/low temperature molten salt storage tank manufacturing orders for Qinghai Zhonglu Electric Energy Storage Project, National Energy Dunhuang 100MW molten salt linear Fresnel solar thermal project, and Gansu Aksai 50MW trough solar thermal power generation project.

The company's international business focuses on countries and emerging economies along the "Belt and Road" route, expands the market by exporting high-end energy equipment and providing EPC integrated solutions. It has undertaken projects such as Baltic chemical complexes, Turkey's heat exchangers, Saudi polysilicon, and other projects, and promotes the export of nuclear and hydrogen energy equipment. In the future, it will increase the proportion of overseas revenue and participate in the formulation of international standards.

The company provides a guarantee of 500 million yuan for its controlling shareholder Lanshi Group to apply for a comprehensive credit of 350 million yuan from financial institutions. The counter-guarantee is provided by the real estate company, a wholly-owned subsidiary of Lanshi Group, to promote the coordinated development of both parties and not affect the company's normal operations.

Summary of company announcements

Lanshi Heavy Equipment issued a reminder announcement on the free transfer of state-owned equity of the controlling shareholder. The Gansu Provincial People's Government agreed to transfer 90% of the equity of Lanshi Group held by the Provincial State-owned Assets Supervision and Administration Commission to Gansu State-owned Assets Investment Group Co., Ltd. for free. After the completion of this transfer, Gansu Guotou Group will indirectly hold 602,062,196 shares of the company through Lanshi Group, accounting for 46.09% of the total share capital, becoming the company's indirect controlling shareholder. The company's controlling shareholder is still Lanshi Group, and the actual controller is still the State-owned Assets Supervision and Administration Commission of the Provincial Government. This transfer complies with the provisions of the "Regulations on the Acquisition of Listed Companies" and is exempt from issuing an offer. It has no adverse impact on the company's financial status, asset value and continued operation, and does not harm the interests of the company and other shareholders. The company will continue to disclose relevant progress.

The above content is compiled by Securities Star based on public information and is generated by AI algorithm (Internet Information Calculation Number), and does not constitute investment advice.