证券代码：835368 证券简称：连城数控 公告编号：2024-009 | | | 是否 为控 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 股股 | | | | 本次解 | | | | | 东、 | | 本次 | 本次解除 | 除限售 | 尚未解 | | 序 | 股东姓名 | 实际 | 董事、监事、高级管 | 解限 | 限售登记 | 股数占 | 除限售 | | 号 | 或名称 | 控制 | 理人员任职情况 | 售原 | 股票数量 | 公司总 | 的股票 | | | | 人或 | | 因 | | 股本比 | 数量 | | | | 其一 | | | | 例 | | | | | 致行 | | | | | | | | | 动人 | | | | | | | 1 | ZHIXIN LI | 否 | （原）董事、总经理 | B | 750,000 | 0.32% | 0 | | 2 | 王学卫 | 否 | （原）董事、副总经理 | B | 2,774,073 | 1.19% | 0 | | 3 | 曹胜军 | 否 | （原）董事、副 ...

大连连城数控机器股份有限公司 股票解除限售公告 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、本次股票解除限售数量总额为 6,537,319 股，占公司总股本 2.80%，可交易 时间为 2024 年 3 月 19 日。 二、本次股票解除限售的明细情况及原因 单位：股 | | | 是否 为控 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 股股 | | | | 本次解 | | | | | 东、 | | 本次 | 本次解除 | 除限售 | 尚未解 | | 序 | 股东姓名 | 实际 | 董事、监事、高级管 | 解限 | 限售登记 | 股数占 | 除限售 | | 号 | 或名称 | 控制 | 理人员任职情况 | 售原 | 股票数量 | 公司总 | 的股票 | | | | 人或 | | 因 | | 股本比 | 数量 | | | | 其一 | | | | 例 | | | | | 致行 | | | | | | | | | ...

Investment Rating - The report maintains a "Buy" rating for the company, with a target price indicating a potential upside of over 20% within the next six months [8][23]. Core Insights - The company is expected to achieve a revenue of approximately 6.0 billion yuan in 2023, representing a year-on-year growth of 59%. The net profit attributable to the parent company is projected to be around 705 million yuan, a 56% increase compared to the previous year [1]. - The company has seen a significant increase in orders for its monocrystalline furnaces, which is expected to drive revenue growth in the coming years. The revenue forecast for 2024 has been adjusted to 6.9 billion yuan, and a new forecast for 2025 has been introduced at 8.3 billion yuan [1][4]. - The company reported a net profit of approximately 2.5 billion yuan in Q4 2023, marking a 26% increase year-on-year, with a net profit margin of 10.74% [2]. Financial Summary - The company's revenue and profit forecasts for 2023, 2024, and 2025 are as follows: - 2023E Revenue: 6,000.14 million yuan, Growth Rate: 59.06% - 2024E Revenue: 6,900.16 million yuan, Growth Rate: 15.00% - 2025E Revenue: 8,280.19 million yuan, Growth Rate: 20.00% - 2023E Net Profit: 705.30 million yuan, Growth Rate: 55.95% - 2024E Net Profit: 849.80 million yuan, Growth Rate: 20.49% - 2025E Net Profit: 943.13 million yuan, Growth Rate: 10.98% [4][11]. Market Position and Strategy - The company is focusing on the dual industry development strategy of "Photovoltaics + Semiconductors," optimizing its industrial layout and enhancing market expansion efforts. This strategy has led to substantial growth in new orders and shipment scales [2][3]. - The company has introduced a new generation of low-oxygen solutions for its monocrystalline furnaces, which can save 30% of material time and improve operational efficiency [3]. Stock Performance and Valuation - The current price of the stock is 30.9 yuan, with a projected P/E ratio of 10.23 for 2023, decreasing to 7.65 by 2025 [8][4]. - The company’s total market capitalization is approximately 7.22 billion yuan, with a circulating market value of about 3.74 billion yuan [8]. Incentives and Management Confidence - The company has announced a stock option incentive plan aimed at binding the interests of management and core employees, reflecting confidence in future growth. The performance targets for the first exercise period are set at a cumulative revenue of no less than 12.5 billion yuan or a cumulative net profit of no less than 1.25 billion yuan over two years [3].

Financial Performance - The company's operating revenue for 2023 reached ¥6,000,037,881.15, representing a year-on-year increase of 59.06%[4] - Net profit attributable to shareholders was ¥705,395,798.31, up 55.97% compared to the previous year[4] - The net profit excluding non-recurring gains and losses was ¥591,364,089.89, reflecting a growth of 65.98% year-on-year[4] - Basic earnings per share increased to ¥3.02, a rise of 55.67% from the previous year[4] - Total assets at the end of the reporting period amounted to ¥12,726,834,156.46, marking a 45.08% increase[4] - Shareholders' equity attributable to the company was ¥3,848,960,257.22, which is a 20.81% increase year-on-year[5] Revenue Growth Drivers - The company attributed revenue growth to sustained demand in the photovoltaic and semiconductor markets, driven by technological innovation and policy support[6] - The increase in net profit was primarily due to revenue growth and improved cost control, leading to a slight increase in gross profit margin[7] Future Outlook - The company plans to continue optimizing its industrial layout and expanding market reach to sustain growth in the photovoltaic and semiconductor sectors[6] Cautionary Note - The financial data presented is preliminary and has not been audited, cautioning investors to be aware of potential risks[9]

| --- | --- | --- | --- | |----------|----------|--------------------------|-----------------------------| | 项目名称 | 立项背景 | 研发内容 | 北交所公司深度报告 研发进展 | | | | 该设备产能、电池片间距、 | | 源证券 北交所公司深度报告 北 交 所 研 究 投资评级：买入（维持） 连城数控（835368.BJ） 2024 年 02 月 26 日 ——北交所公司深度报告 北交所研究团队 公司是国内最早进行线切设备国产化及金刚线切割技术推广的企业，涵盖截断机、 切方机、切片机等产品。线切设备 2021 年营收 5.45 亿元，是第二大收入来源。在国 内四个线切设备主要厂商内，公司 2021 年营收位列第二，仅次于高测股份。我们测 算国内光伏切割设备 2024 年市场规模将达 62 亿元。同时核心客户隆基绿能将开启 鄂尔多斯年产 46GW 单晶硅棒和切片项目、陕西省西咸新区年产 100GW 单晶硅片 等扩产项目，带来的设备采购需求有望提升公司业务订单量。 单晶炉：海外收购 Kayex 吸 ...

Financial Performance - The company expects a net profit attributable to shareholders of 70,500,000 CNY for the reporting period, representing a 55.88% increase compared to 45,225,900 CNY in the same period last year[4]. - The performance forecast is based on preliminary calculations and has not been audited by an accounting firm, thus investors are advised to exercise caution[7]. Market Drivers - The growth in performance is driven by the sustained demand in the global clean energy and semiconductor markets, along with technological innovation and policy support[5]. Operational Improvements - The company has optimized its industrial layout and strengthened market development, resulting in a significant increase in equipment order volume and product shipment and acceptance scale compared to the previous year[6].

证券代码：835368 证券简称：连城数控 公告编号：2024-006 大连连城数控机器股份有限公司 涉嫌违法违规事项类别： 涉嫌泄露内幕信息。 二、主要内容 （一）涉嫌违法违规事实： 关于公司实际控制人、董事长收到行政处罚事先告知书 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。 一、基本情况 相关文书的全称：《行政处罚事先告知书》〔2024〕1 号 收到日期：2024 年 1 月 29 日 生效日期：2024 年 1 月 17 日 作出主体：中国证监会及其派出机构辽宁监管局 措施类别：行政处罚 （涉嫌）违法违规主体及任职情况： | 姓名/名称 | 类别 | 具体任职/关联关系 | | --- | --- | --- | | 李春安 | 实际控制人、董监高 | 实际控制人、董事长 | 深圳市石金科技股份有限公司（以下简称石金科技）董事长李某红于 2019 1 年 8 月向大连连城数控机器股份有限公司（以下简称连城数控）董事长李春安 介绍石金科技公司并询问连城数控投资石金科技的意向，李春安当时没 ...

证券代码：835368 证券简称：连城数控 公告编号：2024-006 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、基本情况 相关文书的全称：《行政处罚事先告知书》〔2024〕1 号 收到日期：2024 年 1 月 29 日 生效日期：2024 年 1 月 17 日 作出主体：中国证监会及其派出机构辽宁监管局 措施类别：行政处罚 （涉嫌）违法违规主体及任职情况： | 姓名/名称 | 类别 | 具体任职/关联关系 | | --- | --- | --- | | 李春安 | 实际控制人、董监高 | 实际控制人、董事长 | 涉嫌违法违规事项类别： 涉嫌泄露内幕信息。 大连连城数控机器股份有限公司 关于公司实际控制人、董事长收到行政处罚事先告知书 的公告 李春安作为石金科技定增发行对象连城数控的董事长，按照《非上市公众 公司监督管理办法》（证监会令第 161 号）第四十二条第一款和第二款第三项、 第四十三条第一款和第二款的规定，属于《证券法》第五十一条第九项规定的 内幕信息知情人，在内幕信息公开前，将内 ...

补充法律意见书（一） 国浩律师（上海）事务所 关于 大连连城数控机器股份有限公司 向不特定合格投资者公开发行股票并在精选层挂牌 之 致：大连连城数控机器股份有限公司 北京 上海 深圳 杭州 广州 昆明 天津 成都 宁波 福州 西安 南京 南宁 济南 重庆 苏州 长沙 太原 武汉 贵阳 乌鲁木齐 郑 州 石家庄 合肥 海南 青岛 香港 巴黎 马德里 硅谷 斯德哥尔摩 纽约 BEIJING|SHANGHAI|SHENZHEN|HANGZHOU|GUANGZHOU|KUNMING|TIANJIN|CHENGDU|NINGBO|FUZHOU|XI'AN|NANJI NG|NANNING|JINAN|CHONGQING|SUZHOU|CHANGSHA|TAIYUAN|WUHAN|GUIYANG|URUMQI|ZHENGZHOU|SHIJIAZHUA NG|HEFEI|HAINAN|QINGDAO|HONG KONG|PARIS|MADRID|SILICON VALLEY|STOCKHOLM|NEW YORK 上海市北京西路 968 号嘉地中心 23-25 层 邮编：200041 23-25/F, Garden Squa ...

信永中和会计师事务所 北 京 市 东 城 区 朝 阳 门 北 大 街 8 联系电话: +86(010)6554 2288 号富华大厦 A 座 9 层 telephone: +86(010)6554 2288 ShineWing certified public accountants D o n g c h e n g D i s t r i c t , B e i j i n g , 1 0 00 2 7, P . R. Ch i n a 9/ F, Block A, Fu Hua Mansion , No . 8 , Ch a o ya n g m e n B e i d aj i e , 传 真 : facsimile: +86(010)6554 7190 +86(010)6554 7190 信永中和会计师事务所（特殊普通合伙） 关于大连连城数控机器股份有限公司精选层挂牌申请文件的 审查问询函的回复 全国中小企业股份转让系统有限责任公司： 信永中和会计师事务所（特殊普通合伙）（以下简称本所/我们）作为大连连城数控 机器股份有限公司（以下简称"公司"、"连城数控"、"发行人"或"申请人"）精选层挂 牌申请 ...