证券代码：833454 证券简称：同心传动 公告编号：2025-087 河南同心传动股份有限公司 关于控股子公司完成工商变更登记并取得营业执照的公告 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。 目前，同行工贸已完成相应的工商变更登记工作，并取得许昌市市场监督 管理局颁发的营业执照。本次工商变更完成后，同行工贸注册资本由100万元变 更为300万元。除以上变更外，《营业执照》记载的其他工商登记事项未发生变 更，变更后的营业执照具体情况如下： 公司名称：许昌同行工贸有限责任公司 统一社会信用代码：91411000MA9MCPAT8F 类型：其他有限责任公司 法定代表人：陈卓 注册资本：3,000,000 元 成立日期：2022 年 10 月 08 日 住所：河南省许昌市经济技术开发区屯田路 5302 号 经营范围：一般项目：汽车零配件批发；汽车零配件零售；机械设备销售； 通经营范围用设备修理；液压动力机械及元件销售；电子产品销售；电子元器 件批发；电子元器件零售；橡胶制品销售，密封件销售；台成材料销售； ...

Market Overview - On September 25, the automotive parts sector declined by 0.6% compared to the previous trading day, with Dadi Electric leading the decline [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable gainers in the automotive parts sector included: - N United Dynamics (301656) with a closing price of 30.90, up 147.60% [1] - Yilian Technology (301631) at 103.50, up 14.11% [1] - XD New Coordinates (603040) at 85.22, up 10.00% [1] - Other significant gainers included Riyi Electronics (603286) and Xingyu Co., Ltd. (662109) with increases of 10.00% and 9.01% respectively [1] - Conversely, major decliners included: - Dadi Electric (870436) with a closing price of 20.08, down 9.67% [2] - Anhui Phoenix (832000) at 22.28, down 8.31% [2] - Tongxin Transmission (833454) at 18.22, down 6.08% [2] Capital Flow - The automotive parts sector experienced a net outflow of 2.471 billion yuan from institutional investors, while retail investors saw a net inflow of 2.248 billion yuan [2] - The table of capital flow indicates that N United Dynamics had a significant net inflow from retail investors, while other stocks like Zhongding Co., Ltd. (000887) faced net outflows from both institutional and retail investors [3]

证券代码：833454 证券简称：同心传动 公告编号：2025-086 河南同心传动股份有限公司 对控股子公司增资的公告 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、增资情况概述 （一）基本情况 河南同心传动股份公司（以下简称"公司"）控股子公司许昌同行工贸有限 责任公司（以下简称"同行工贸"）为提升业务发展需要，拟增加注册资本 200 万 元。公司拟认缴 102 万元，另一股东诺颐曼资产管理(上海)有限公司（以下简称 "诺颐曼"）拟认缴 98 万元，公司与诺颐曼按等比例增资形式进行。 本次增资完成后，同行工贸注册资本将由 100 万元变更为 300 万元，同行工 贸仍为公司的控股子公司，不会导致公司合并报表范围变更。 （二）是否构成重大资产重组 本次交易不构成重大资产重组。 (一)购买、出售的资产总额占上市公司最近一个会计年度经审计的合并财务 会计报告期末资产总额的比例达到 50%以上； (二)购买、出售的资产在最近一个会计年度所产生的营业收入占上市公司同 期经审计的合并财务会计报告营业收入的 ...

证券代码：833454 证券简称：同心传动 公告编号：2025-085 河南同心传动股份有限公司 股东拟减持股份的预披露公告（再次披露） 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误导性 陈述或重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 | 股东名称 | 股东身份 | 持股数量 | 持股比例 | 当前持股股份来源 | | --- | --- | --- | --- | --- | | | | （股） | （%） | | | 刘倩 | 持股 5%以上股 | 6,202,500 | 5.9015% | 上市前取得 | | | 东、实际控制人 | | | | | 王会涛 | 实际控制人的 | 101,000 | 0.0961% | 上市前取得 | | | 一致行动人 | | | | 一、 减持主体的基本情况 二、 本次减持计划的主要内容 | 股东 | 计划减持数 量 | 计划减持数 量占总股本 | 减持 | 减持 | 减持价 | 拟减持股 | 拟减持 | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | （股） | 比 ...

河南同心传动股份有限公司 关于收到政府补助的公告 证券代码：833454 证券简称：同心传动 公告编号：2025-084 《政府补助收款证明》 河南同心传动股份有限公司 董事会 2025 年 8 月 29 日 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、获取补助的基本情况 2025 年 8 月 29 日，河南同心传动股份有限公司（以下简称"公司"）收到政府补助 190 万元，该笔补助是与收益相关的政府补助，占公司 2024 年度经审计的归属于上市公 司股东的扣除非经常性损益后的净利润的 9.55%。 二、对上市公司的影响 根据《企业会计准则第 16 号—政府补助》等有关规定，公司将对上述政府补助进 行相应的会计处理，具体会计处理以审计机构年度审计确认后的结果为准。敬请广大投 资者注意投资风险。 三、 备查文件 ...

| 股东名称 | 股东身份 | 持股数量 | 持股比例 | 当前持股股份来源 | | --- | --- | --- | --- | --- | | | | （股） | （%） | | | 刘倩 | 持股 5%以上股 | 6,202,500 | 5.9015% | 上市前取得 | | | 东、实际控制人 | | | | | 王会涛 | 实际控制人的 | 101,000 | 0.0961% | 上市前取得 | | | 一致行动人 | | | | 一、 减持主体的基本情况 二、 本次减持计划的主要内容 | 股东 | 计划减持数 量 | 计划减持数 量占总股本 | 减持 | 减持 | 减持价 | 拟减持股 | 拟减持 | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | （股） | 比例（%） | 方式 | 期间 | 格区间 | 份来源 | 原因 | | 刘倩 | 2,000,000 | 1.9029% | 集中 | 自本公告披 | 根据市 | 上市前取 | 自身资 | | | | | 竞价 | 露之日起 30 | 场价格 | 得 | 金需求 | | ...

Core Viewpoint - The company reported a significant increase in revenue and net profit for the first half of 2025, driven by growth in the transmission shaft industry and improved sales across various customer segments [2][4]. Financial Performance - Revenue for the first half of 2025 reached 81,663,516.82 yuan, a year-on-year increase of 37.94% from 59,200,169.55 yuan in the same period last year [2][3]. - Net profit attributable to shareholders was 14,238,539.03 yuan, reflecting a 62.03% increase compared to 8,787,767.84 yuan in the previous year [2][3]. - The net profit after deducting non-recurring gains and losses was 12,584,207.29 yuan, up 70.32% from 7,388,414.95 yuan year-on-year [2][3]. - Basic earnings per share increased to 0.14 yuan, a 50% rise from 0.08 yuan in the same period last year [3]. Asset and Equity Position - As of the end of the first half of 2025, total assets amounted to 400,712,060.17 yuan, a 1.3% increase year-on-year [2]. - Net assets attributable to shareholders decreased by 0.85% to 315,571,238.65 yuan [2]. Revenue Breakdown - Sales revenue from main products, including light, medium, and heavy-duty transmission shafts, reached 74,845,100 yuan, a 39.97% increase from 53,472,000 yuan in the same period last year [4]. - Other business revenue grew to 6,593,100 yuan, up 57.17% from 4,194,900 yuan year-on-year [4]. - Trade revenue decreased significantly by 85.31% to 225,300 yuan, primarily due to the completion of a major contract in 2024 and the lack of new contracts amid geopolitical tensions [4]. Profitability Analysis - The gross margin for main products increased to 29.86% in the first half of 2025, up from 26.65% in the same period last year, reflecting a 3.21 percentage point improvement [5]. - The gross margin for other income decreased to 45.06% from 60.47% year-on-year, attributed to lower margins on semi-finished parts sales [5]. - Overall gross margin for total operating income improved to 31.02%, an increase of 2.77 percentage points from 28.25% in the previous year [6].

Group 1 - The company Tongxin Transmission reported a revenue of 81,663,516.82 yuan for the first half of 2025 [2] - The net profit for the same period was 14,238,539.03 yuan [2] - The company's business model has not changed during the reporting period and remains unchanged up to the date of the announcement [2]

Group 1 - The company reported a revenue of 81.66 million yuan for the first half of 2025, representing a year-on-year growth of 37.94% [1] - The net profit attributable to shareholders reached 14.24 million yuan, with a year-on-year increase of 62.03% [1] - The company specializes in the research, production, and sales of non-uniform transmission shafts and related components, being one of the few domestic manufacturers supplying major automotive and engineering vehicle manufacturers [1] Group 2 - Sales revenue from major commercial vehicle customers, engineering machinery customers, and rail locomotive customers all showed year-on-year growth [2] - The sales revenue of light transmission shafts increased by 64.85% compared to the same period last year, while heavy transmission shafts saw a 47.6% increase [1][2] - The company has maintained a leading position in transmission shaft manufacturing technology in China, with R&D expenses of 3.83 million yuan, up 28.81% year-on-year [2] Group 3 - The company adopted new hydraulic forging technology, improving material utilization by over 20% and reducing energy consumption by about 5% [2] - The overseas business performed well, achieving revenue of 7.19 million yuan, a year-on-year increase of 70.96% [2] - The company plans to deepen its main business in automotive transmission shafts, increase R&D investment, and optimize product structure for sustained profitability [2]

证券日报网讯 8月11日晚间，同心传动发布公告称，公司第四届董事会第九次会议审议通过了《关于 〈2025年半年度报告及半年度报告摘要〉的议案》。 （文章来源：证券日报） ...