浙江世宝股份有限公司投资者关系活动记录表 股票代码：002703 股票简称：浙江世宝 编号：2025-005 | | 华泰保险资产 车育文 | | --- | --- | | | 博时基金 王乐琛 | | 时间 | 2025 年 09 月 04 日（星期四）下午 15:00-16:00 | | 地点 | 浙江省杭州市钱塘区１７号大街 6 号 | | 上市公司接待人员 | 董事会秘书：刘晓平女士 | | 姓名 | | | | 1、问：2025 年上半年毛利率下降的原因？公司对于未 | | | 来毛利率的预期？ | | | 答：公司 2025 年上半年实现营收 15.24 亿元，同比增 | | | 长 35.32%，公司整体毛利率 18.01%，同比下降 1.77%。 | | | 毛利率下滑主要受产品售价下降影响。今年上半年，汽 | | | 车行业竞争加剧，内卷态势严峻，致使公司产品售价较 | | | 去年同期明显下调。尽管公司通过多维度降本措施有效 | | | 降低了产品成本，但因售价降幅远大于成本降幅，导致 | | | 上半年毛利率仍有所下降。 | | | 截至半年度末，公司已完成与大部分客户的年度价格谈 | ...

Core Viewpoint - Zhejiang Shibao (002703.SZ) is actively involved in the development of intelligent steering systems applicable to various vehicle types, including light commercial vehicles, medium and heavy commercial vehicles, passenger cars, and new energy vehicles [1] Group 1 - The company is a major supplier of electric steering systems for domestic new energy light trucks [1] - The company's electro-hydraulic steering systems have been applied in heavy-duty unmanned mining trucks [1] - The intelligent electric EPS products used in passenger cars are widely adopted by clients such as Chery, Geely, NIO, Li Auto, and Leap Motor [1]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 浙江世寶股份有限公司 呈交日期: 2025年9月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01057 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 216,785,000 | RMB | | | 1 RMB | | 216,785,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 216,785,000 | RMB | | | 1 RMB | | 216,785,000 | | 2. 股份分類 | 普通 ...

Group 1 - The article highlights the top three companies with the highest AH premium rates as Northeast Electric (00042) at 785.25%, Hongye Futures (03678) at 247.54%, and Andeli Juice (02218) at 235.17% [1] - The bottom three companies with the lowest AH premium rates include Ningde Times (03750) at -13.42%, Hengrui Medicine (01276) at 2.98%, and Midea Group (00300) at 5.69% [1] - The article also lists the companies with the highest deviation values, with Jinli Permanent Magnet (06680) at 38.75%, Beijing Machinery (00187) at 24.13%, and Zhejiang Shibao (01057) at 20.83% [1] Group 2 - The top ten AH stocks by premium rate include Fudan Zhangjiang (01349) at 227.99% and Sinopec Oilfield Service (01033) at 217.95% [1] - The bottom ten AH stocks by premium rate include Zijin Mining (02899) at 5.95% and China Merchants Bank (03968) at 8.52% [1] - The article provides a detailed table of the top and bottom AH stocks, including their H-share prices, A-share prices, premium rates, and deviation values [1][2]

中国经济网北京8月29日讯 浙江世宝（002703.SZ）昨晚发布关于公司控股股东减持股份预披露的 公告。浙江世宝于近日收到公司控股股东浙江世宝控股集团有限公司（以下简称"世宝控股"）发来的 《关于计划减持公司股份的告知函》，世宝控股计划自公告披露之日起15个交易日后的3个月内（即 2025年9月19日至2025年12月17日，敏感期不减持）减持公司A股股份合计不超过16,452,647股，不 超过公司总股本的2%。 本次减持计划以大宗交易方式减持，将于减持计划公告披露之日起15个交易日后的3个月内（即 2025年9月19日至2025年12月17日，敏感期不减持）进行，且受让方6个月内不得转让其受让的股份。 新浪财经报道《浙江世宝控股股东世宝控股拟减持1645.26万股套现2.07亿元，此前已累计减持 6923.4万股套现11.21亿元》显示，控股股东世宝控股计划在2025年9月19日至2025年12月17日期间， 通过大宗交易方式减持不超过1645.26万股，占总股本的2%。按照最新收盘价12.6元测算，套现金额 约合2.07亿元。 数据显示，世宝控股最初持股1.65亿股，占总股本的59.57%。世宝控股从 ...

格隆汇8月28日丨浙江世宝(01057.HK)公布，公司于近日收到公司控股股东世宝控股发来的《关于计划 减持公司股份的告知函》，世宝控股计划减持公司A股股份合计不超过16,452,647股，不超过公司总股 本的2%。于公告日，世宝控股持有公司共287,110,598股A股，占公司总股本的34.90%。 ...

浙江世宝（002703）(01057)公布，公司于近日收到公司控股股东浙江世宝控股集团有限公司(以下简 称"世宝控股")发来的《关于计划减持公司股份的告知函》，世宝控股计划自本公告披露之日起15个交 易日后的3个月内(即2025年9月19日至2025年12月17日，敏感期不减持)减持公司A股股份合计不超过约 1645.26万股，不超过公司总股本的2%。 ...

Core Viewpoint - Zhejiang Shibao (01057) announced that its controlling shareholder, Zhejiang Shibao Holding Group Co., Ltd., plans to reduce its shareholding in the company by up to approximately 16.45 million A-shares, which represents no more than 2% of the company's total share capital [1] Summary by Relevant Sections - Shareholding Reduction Plan - The controlling shareholder intends to reduce its stake within a three-month period starting from September 19, 2025, to December 17, 2025, excluding sensitive periods [1] - Share Volume and Percentage - The planned reduction amounts to a maximum of approximately 16.45 million shares, equating to 2% of the total share capital of the company [1]

Core Viewpoint - As of August 28, no listed companies have disclosed any increase in shareholding, while 21 companies have announced share reductions by their shareholders [1]. Summary by Category Share Reduction Announcements - Keg Precision Machinery: Controlling shareholder plans to reduce holdings by up to 3% [2] - Oulu Tong: Controlling shareholder and actual controller's concerted action party plans to reduce holdings by up to 1.74% [2] - Nanmo Biology: Plans to reduce repurchased shares by up to 1% of total share capital [2] - Weike Technology: Three shareholders plan to transfer a total of 2.99% of total share capital [2] - Jino Medical: Shareholder plans to reduce holdings by up to 0.04% [2] - Zhejiang Shiyu: Controlling shareholder plans to reduce holdings by up to 2% [2] - Zhongke Tongda: Shareholder Wuhan Gaoke plans to reduce holdings by up to 1% [2] - Chunzong Technology: Multiple shareholders plan to reduce holdings by up to 2% [2] - Wantong Expressway: Shareholder China Merchants Highway plans to reduce holdings by up to 3% [2] - Tai Rui Machinery: Actual controller Zheng Jianguo plans to reduce holdings by up to 2.95% [2] - Haotong Technology: Actual controller Xia Jun and specific shareholder Xuzhou Botong plan to reduce holdings by up to 3% [2] - Changsheng Bearing: Some senior management plans to reduce holdings by up to 1.2% [2] - Dongtian Micro: Shareholder plans to reduce holdings by up to 0.57% [2] - Aojie Technology: Shareholder Ali Network plans to reduce holdings by up to 3% [2] - Bocheng Shares: Some directors and senior management plan to reduce holdings [2] - Rongtai Shares: Shareholder Tai'an Runtu plans to reduce holdings by up to 1.05% [2] - Shangwei New Materials: Jinfeng Investment Holdings has completed the reduction of 4.0336 million shares [2] - Zhongchu Logistics: Senior management member Chu Xuri plans to reduce holdings by up to 0.09% [2] - Hengsheng Energy: One of the actual controllers, Gan Shunxian, plans to reduce holdings by up to 2% [2] - Jinghua New Materials: Controlling shareholder plans to reduce holdings by up to 3.01% [2] - New Coordinates: Shareholder plans to reduce holdings by up to 1% [2]

Core Viewpoint - The news highlights various companies' financial performances, stock movements, and strategic decisions, indicating a mixed outlook across different sectors. Performance Summary - Anta Sports clarified it is not a potential acquirer of Canada Goose Holdings [3] - Lianyi Intelligent Manufacturing reported normal operations with no undisclosed significant matters [3] - Huon Electric's robot business is still in the R&D phase and has not generated revenue [3] - Tianfu Communication and Longyang Electronics both reported normal operations with no undisclosed significant matters [3] - Cambrian Technology expects annual revenue of 5 billion to 7 billion yuan in 2025 [3] - CITIC Securities reported a net profit of 13.719 billion yuan for the first half, up 29.8% year-on-year [3] - SMIC's net profit for the first half was 321 million USD, a 35.6% increase year-on-year [3] - Zhongwei Company reported a net profit of 706 million yuan, up 36.62% year-on-year [3] - Wancheng Group's net profit surged 50358.8% to 472 million yuan in the first half [3] - China Galaxy's net profit increased by 47.86% year-on-year, proposing a dividend of 1.25 yuan per 10 shares [3] - Zhujiang Beer reported a net profit of 612 million yuan, up 22.51% year-on-year [3] - Yili Group's net profit decreased by 4.39% to 7.2 billion yuan [3] - Zhongke Titanium White's net profit fell by 14.83% to 259 million yuan [3] - Huasheng Tiancheng turned a profit with a net profit of 140 million yuan [3] - Li Auto's second-quarter revenue totaled 30.2 billion yuan, down 4.5% year-on-year but up 16.7% quarter-on-quarter [3] - Bull Group's net profit decreased by 8% to 2.06 billion yuan [3] - Nanshan Aluminum reported a net profit of 2.625 billion yuan, proposing a dividend of 0.4 yuan per 10 shares [3] - Shuijingfang's net profit fell by 56.52% to 105 million yuan [3] - Huaneng International's net profit increased by 13.15% to 3.904 billion yuan [3] - SAIC Group's net profit decreased by 9.21% to 6.018 billion yuan [3] - SF Holding's net profit increased by 19.4% year-on-year, proposing a dividend of 4.6 yuan per 10 shares [3] - Zhongke Shuguang's net profit increased by 29.39% to 729 million yuan [3] - Shanxi Fenjiu's net profit increased by 1.13% to 8.505 billion yuan [3] - Haier Smart Home reported a net profit of 12.033 billion yuan, proposing a dividend of 2.69 yuan per 10 shares [3] - China State Construction's net profit increased by 3.2% to 30.404 billion yuan [3] - CITIC Construction Investment's net profit was 4.509 billion yuan, proposing a dividend of 1.65 yuan per 10 shares [3] - New China Life Insurance's net profit increased by 33.5% to 14.799 billion yuan [3] - China Southern Airlines reported a loss of 1.533 billion yuan in the first half [3] - Sanhuan Group's net profit increased by 20.63% to 1.237 billion yuan [3] - Yingshi Innovation's net profit increased by 0.25% to 520 million yuan [3] - ZTE's net profit decreased by 11.77% to 5.058 billion yuan [3] - Changxin Bochuang's net profit surged 1121.21% to 168 million yuan [3] Buyback and Shareholding Changes - Spring Airlines plans to repurchase shares worth 300 million to 500 million yuan [4] - Shenzhen Ruijie plans to repurchase 500,000 to 600,000 shares [4] - Haotong Technology's actual controller plans to reduce holdings by up to 3% [4] - Aojie Technology's shareholder Alibaba Network plans to reduce holdings by up to 3% [4] - Chunzong Technology's chairman plans to reduce holdings by up to 2.053% [4] - Zhejiang Shibao's controlling shareholder plans to reduce holdings by up to 2% [4] Contracts and Major Investments - Zhongding Co. signed a strategic cooperation agreement with the Baohe District government for the robotics industry [4] - Tongda Co. is pre-awarded a 122 million yuan procurement project by the State Grid [4] - Runjian Co. won a 392 million yuan project for green power supply in Ulanqab, Inner Mongolia [4] - Dash Intelligent signed a smart project contract for Hualun Century Plaza [4] - Huakang Clean signed a pre-award for a 136 million yuan medical purification project [4] - Shunyu Co. plans to establish a smart water management subsidiary [4] - Guanzhong Ecology plans to invest in a seedling breeding base in Kyrgyzstan [4] Mergers and Acquisitions - Beixin Building Materials intends to acquire 100% equity of an overseas building materials company [4] - Chip Origin plans to purchase equity in Chip Lai Zhirong, with stock suspension starting tomorrow [4] - Kaifa Electric plans to acquire 80% equity of Ouli Power Network for 52 million yuan [4] Other Developments - Jinghe Integration plans to issue H-shares and list on the Hong Kong Stock Exchange [4] - Huahai Qingke plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [4] - Fuhanwei plans to issue H-shares and list on the Hong Kong Stock Exchange [4]