| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-11- | 831832 | 科达自控 | 18527801.0 | 59152.52 | 当日收盘价涨幅达到29.99% | | 19 | | | | | | | 2024-11- | 873152 | 天宏锂电 | 24108513.0 | 42401.59 | 当日收盘价涨幅达到29.95% | | 19 | | | | | | | 2024-11- | 832000 | 安徽凤凰 | 13114329.0 | 34373.51 | 当日收盘价涨幅达到24.91% | | 19 | | | | | | | 2024-11- | 830799 | 艾融软件 | 18671901.0 | 118899.97 | 当日收盘价涨幅达到21.66% | | 19 | | | | | | | 2024-11- | 873152 | 天宏锂电 | 24108513.0 | 42401.59 | 当日价格振幅达到48.76% | | 19 | ...

Investment Rating - The investment rating for the company is "Outperform" (Maintain) [2] Core Views - The company has entered the first tier of the community charging segment in the new energy charging and swapping business, with a revenue growth of 22% in Q3 2024 [2] - The company achieved a revenue of 279 million yuan in the first three quarters of 2024, representing a year-on-year increase of 13.84%, and a net profit attributable to the parent company of 24.17 million yuan, up 10.52% [5] - The company is expected to maintain stable growth in its smart mining business and rapid growth in its new energy charging and swapping business over the next two to three years [6] Financial Performance - For 2024, the company forecasts net profits attributable to the parent company of 67 million yuan, 84 million yuan, and 106 million yuan for the years 2024, 2025, and 2026 respectively, with corresponding EPS of 0.87 yuan, 1.09 yuan, and 1.37 yuan [5][9] - The current stock price corresponds to P/E ratios of 32.7, 26.2, and 20.8 for the years 2024, 2025, and 2026 respectively [5][9] - The company has a gross margin of 40.76% and a net margin of 7.99% for the first three quarters of 2024 [5] Business Development - The company has sufficient orders on hand, and the smart mining business is expected to maintain a growth trend in 2024 [6] - The new energy charging and swapping business is anticipated to generate revenue starting in 2024, with plans to expand into uncovered areas and develop sodium-ion battery swapping services [6] - The company is actively conducting research and development related to autonomous driving technology, having obtained 418 intellectual property rights, including 170 patents [7]

二、公司关注并核实的相关情况 证券代码：831832 证券简称:科达自控 公告编号：2024-113 山西科达自控股份有限公司股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、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个别及连带法律责任。 一、股票交易异常波动的具体情况 公司股票最近 3 个有成交的交易日（2024 年 11 月 4 日-2024 年 11 月 6 日）以内收盘价 涨幅偏离值累计达到 47.62%，根据《北京证券交易所交易规则（试行）》的有关规定，属 于股票交易异常波动情形。 1、 关注问题： (1)前期公告的事项是否取得重大进展或变化，前期披露的公告是否需要更正、补充； (2)是否存在可能或已经对本公司股票交易价格产生较大影响的媒体报道或市场传闻， 是否涉及热点概念事项； (3)近期公司经营情况及内外部经营环境是否或预计将要发生重大变化； (4)公司、控股股东和实际控制人是否存在关于本公司的应披露而未披露的重大事项， 或处于筹划阶段的重大事项； (5)是否存在其他可能对股价产生较大影响的重大事件。 2、 核实对象： 公司控股股东、 ...

| | 公告日期 2024-11-06 异常期间 | | 2024-11-06 | | | | --- | --- | --- | --- | --- | --- | | | 成交数量 科达自控(831832) | 连续竞价 | 37566026.0 | 成交金额（万 | 103130.89 | | | （股） | | | 元） | | | | 北交所股票最近3个有成交的交易日以内收盘价涨跌幅偏离值累计达到+40% 涉及事项 (-40%) | | | | | | 买/卖 | 营业部或交易单元名称 | | | 买入金额（元） | 卖出金额（元） | | 买1 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | | | 18406695.61 | 6871284.53 | | 买2 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | | | 17391818.6 | 5583082.75 | | 买3 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | | | 16491503.4 | 15559471.82 | | 买4 | 中国银河证券股份有限公司上海长宁区镇宁路证券营业部 | | | 13 ...

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-11- | 832171 | 志晟信息 | 36150402.0 | 68233.18 | 异常期间涨跌幅偏离值累计 | | 06 | | | | | 达到56.98% | | 2024-11- | 837006 | 晟楠科技 | 8302176 | 23379.83 | 异常期间涨跌幅偏离值累计 | | 06 | | | | | 达到56.94% | | 2024-11- | 835857 | 百甲科技 | 69883363.0 | 57045.72 | 异常期间涨跌幅偏离值累计 | | 06 | | | | | 达到56.74% | | 2024-11- | 833533 | 骏创科技 | 47244750.0 | 124742.38 | 异常期间涨跌幅偏离值累计 | | 06 | | | | | 达到55.61% | | 2024-11- | 831832 | 科达自控 | 37566026.0 | 103130.89 | 异 ...

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-11- | 873593 | 鼎智科技 | 30033367.0 | 107476.46 | 异常期间涨跌幅偏离值累计 | | 05 | | | | | 达到63.24% | | 2024-11- | 831726 | 朱老六 | 31678668.0 | 61357.44 | 异常期间涨跌幅偏离值累计 | | 05 | | | | | 达到63.23% | | 2024-11- | 830896 | 旺成科技 | 8353416 | 11823.02 | 异常期间涨跌幅偏离值累计 | | 05 | | | | | 达到63.20% | | 2024-11- 05 | 839725 | 惠丰钻石 | 24098669.0 | 54021.48 | 异常期间涨跌幅偏离值累计 达到63.20% | | 2024-11- | 838837 | 华原股份 | 51040273.0 | 68373.21 | 异常期间涨跌幅偏离值累计 | | ...

证券代码：831832 证券简称：科达自控 公告编号：2024-112 山西科达自控股份有限公司 关于子公司取得发明专利证书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 二、对公司的影响 此次发明专利获得授权，标志着公司在新能源充电领域的应用创新，彰显了 公司在新能源充电技术领域的研发实力。该专利技术的应用将有效增强公司立体 式新能源充换电管理系统的核心竞争力，为其进一步优化升级提供坚实的技术保 障。 一、基本情况 2024 年 11 月 5 日，山西科达自控股份有限公司(以下简称"公司")的子公 司山西科达新能源科技有限公司（以下简称"科达新能源"）收到了由国家知识 产权局颁发的 1 项《发明专利证书》，具体信息如下： | 发明名称 | 一种新能源汽车用智能充电桩 | | --- | --- | | 专利号 | ZL 2024 1 0768334.7 | | 专利权人 | 科达新能源 | | 授权公告日 | 2024 年 11 月 5 日 | | 摘要 | 本发明提供一种新能源汽车用智能充电 ...

证券代码：831832 证券简称：科达自控 公告编号：2024-111 山西科达自控股份有限公司(以下简称"公司")与海南省旅游投资集团有限 公司的全资子公司海南海洋旅游投资开发有限公司(以下简称"海洋旅投")于近 日就海南省打造特色"海南风采车"品牌、为旅客提供目的地交通服务的顶层设 计、规范化和项目落地等内容开展合作，签署了《战略合作协议》。 本协议为框架性协议，不涉及实质性交易，不涉及关联交易，亦不构成《上 市公司重大资产重组管理办法》规定的重大资产重组，无需提交公司董事会、股 东大会审议批准。公司将根据相关法律法规的有关规定，及时履行相应的决策程 序和信息披露义务。 二、协议对手方的基本情况 名称：海南海洋旅游投资开发有限公司 法定代表人：朱长其 注册资金：1600 万元人民币 统一社会信用代码：9146000069890406XK 山西科达自控股份有限公司 关于签订战略合作协议的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 一、协议签署的基本情况 三、协议的主要内容 双方就打造特色"海 ...

Summary of Conference Call Records Company and Industry Involved - The conference call involved multiple listed companies in the Shanxi Gorge District, including **Sincere Communication and Transmission Values** and **Shaanxi Xiaqu**. - The event was organized under the guidance of the **China Securities Regulatory Commission** and the **Shanxi Provincial Listed Company Association**. Core Points and Arguments 1. **Investor Engagement and Communication** - The event aimed to enhance communication between listed companies and investors, focusing on annual reports, risk management, and sustainable development [1][2][10]. 2. **Performance Highlights** - In 2024, 41 listed companies in the region achieved a total revenue of **561.4 billion yuan**, accounting for **22%** of Shanxi's GDP, with a net profit of **36.5 billion yuan** [3][4]. - The first quarter of 2024 showed a revenue of **134.3 billion yuan** and a net profit of **13.6 billion yuan**, indicating a positive trend [3]. 3. **Industry Growth** - Certain sectors, particularly manufacturing and mining, showed significant growth, with manufacturing companies reporting a **17%** increase in net profit [4]. - Cash flow from operating activities exceeded **60 billion yuan**, ranking **19th** nationally [4]. 4. **Dividend Policies** - 28 companies implemented cash dividends totaling **31.6 billion yuan** in 2024, with additional plans for **15.2 billion yuan** in dividends, exceeding the national average [4]. 5. **Investment Value and Share Buybacks** - 24 companies initiated share buybacks totaling over **1.6 billion yuan**, reflecting a commitment to enhancing shareholder value [4]. 6. **Challenges and Risks** - Despite positive performance, challenges remain, including a high proportion of companies with market values below **10 billion yuan** and ongoing operational risks for some state-owned enterprises [5][6]. 7. **Regulatory Support and Market Environment** - The Shanxi Securities Regulatory Bureau emphasized the importance of investor protection and the need for companies to improve governance and compliance [7][8][9]. 8. **Technological and Operational Innovations** - Companies are increasingly focusing on technological innovation and product upgrades, particularly in the context of energy transition and green development [16][32]. 9. **Future Outlook** - The conference highlighted a positive long-term outlook for the capital market and the need for continuous improvement in corporate governance and investor relations [6][12]. Other Important but Possibly Overlooked Content 1. **Investor Relations Management** - Companies are encouraged to enhance their investor relations strategies, including regular updates on market dynamics and proactive communication with shareholders [48][49]. 2. **Sustainable Development Initiatives** - The emphasis on ESG (Environmental, Social, and Governance) practices is becoming increasingly important, with companies expected to report on their sustainability efforts [50]. 3. **Technological Integration** - The integration of advanced technologies, such as automation and digitalization, is seen as crucial for improving operational efficiency and competitiveness in the manufacturing sector [32][41]. 4. **Market Dynamics and Investor Sentiment** - The overall sentiment among investors remains supportive, with a growing number of accounts opened in the securities market, indicating confidence in the capital market's development [8]. This summary encapsulates the key discussions and insights from the conference call, providing a comprehensive overview of the current state and future prospects of the listed companies in the Shanxi Gorge District.

Investment Rating - The investment rating for the company is "Buy" (maintained) [2][5] Core Views - The company reported a significant growth in revenue and net profit for the third quarter of 2024, with total revenue reaching 279 million yuan, a year-on-year increase of 13.84%, and net profit attributable to shareholders at 24 million yuan, up 10.52% year-on-year [3] - The company is experiencing rapid growth in its new energy charging and swapping business, supported by favorable government policies and a robust business model [4][5] - The penetration rate of intelligent mining is low, indicating substantial growth potential in the sector, with government initiatives aiming for a significant increase in smart mining capabilities by 2030 [4] Financial Performance Summary - For the first three quarters of 2024, the company achieved a revenue of 279 million yuan, with a net profit of 24 million yuan, and a significant increase in cash flow from operating activities, which turned positive at 35.99 million yuan [3] - The company’s revenue for 2024 is projected to be 546.16 million yuan, with net profit expected to reach 69.74 million yuan, reflecting a growth rate of 24.04% and 26.46% respectively [5] - The company’s earnings per share (EPS) for 2024 is estimated at 0.90 yuan, with a price-to-earnings (P/E) ratio of 22.14 based on the closing price on October 29, 2024 [5] Business Growth and Strategy - The company is actively expanding its presence in the new energy sector, particularly in charging and swapping services, which have shown significant growth and are expected to improve cash flow [4] - The company’s investment in fixed assets and construction projects has increased, with construction in progress rising by 123.25% to 64.25 million yuan, indicating ongoing expansion efforts [3][4]