证券代码：600167 证券简称：联美控股 公告编号：2025-046 联美量子股份有限公司 关于子公司募集资金账户被冻结的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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责任。 重要内容提示： ●案件所处的诉讼阶段：法院已受理，尚未开庭。 ●上市公司子公司所处的当事人地位：被告 ●涉案金额：合计约 3,137,516.21 元 ●是否会对上市公司损益产生负面影响：目前案件尚未开庭，尚不能判断本 次诉讼案件对公司本期利润或期后利润等的影响。 公司正通过法律途径积极应诉，有信心维护公司合法权益。公司将根据相关 诉讼进展情况及时履行信息披露义务，敬请投资者注意投资风险。 一、本次诉讼的基本情况 （三）诉讼请求 1 、 要 求 被 告 支 付 货 款 共 计 3,137,516.21 元 及 延 迟 付 款 利 息 （ 以 3,137,516.21 元为基数，自 2025 年 6 月 30 日起至实际付款之日止，按一年期 贷款市场报价利率的四倍）。 2、本案诉讼费、保全费、保函费等由被告承担。 （四）基本案情 2025 年 3 ...

Core Insights - The company reported a revenue of 2.155 billion yuan and a net profit of 543 million yuan for the first three quarters of 2025, marking a year-on-year profit increase of 6.88% [1] Group 1: Business Performance - The company achieved steady growth in average heating area and network coverage, enhancing its market influence [1] - The company is focusing on clean heating and smart energy management, deepening its industrial layout in line with the "dual carbon" strategy and urban energy infrastructure upgrades [1] Group 2: Technological Advancements - The company has made significant advancements in its smart heating platform, which utilizes IoT architecture, cloud computing, and AI algorithms to create a four-level intelligent control system [3] - The platform effectively addresses heating time-space mismatch issues and enhances system efficiency while reducing pipeline losses [3] - Real-time data management capabilities have been established, allowing for precise control and monitoring of heating parameters [3] Group 3: Environmental Initiatives - The company is committed to green low-carbon development, achieving a synergy between green growth and operational efficiency through continuous exploration in clean energy and deep carbon upgrades in traditional businesses [4] - Significant investments have been made to optimize traditional coal heating operations, incorporating efficient combustion technologies and advanced pollution control equipment [5] - The company has implemented intelligent monitoring systems for heating networks to minimize heat loss and enhance energy utilization efficiency [5]

Core Insights - The company reported a total revenue of 2.156 billion yuan for Q3 2025, ranking 70th among disclosed peers, which is a decrease of 142 million yuan or 6.19% year-on-year [1] - The net profit attributable to shareholders was 543 million yuan, while the net cash flow from operating activities was -334 million yuan, ranking 100th among peers, a decrease of 38.88 million yuan compared to the same period last year [1] Financial Metrics - The latest debt-to-asset ratio stands at 27.24% [3] - The gross profit margin is 33.30%, down 5.93 percentage points from the previous quarter [3] - The return on equity (ROE) is 5.01%, ranking 55th among disclosed peers [3] - The diluted earnings per share (EPS) is 0.24 yuan [3] - The total asset turnover ratio is 0.13 times, ranking 72nd among peers, remaining flat year-on-year but down 3.28% compared to the previous year [3] - The inventory turnover ratio is 3.43 times, ranking 83rd among peers, a decrease of 0.37 times or 9.74% year-on-year [3] Shareholder Information - The number of shareholders is 50,200, with the top ten shareholders holding 1.943 billion shares, accounting for 85.88% of the total share capital [3] - The top shareholders include: - Lianzhong New Energy Co., Ltd. - 52.9% - Lianmei Group Co., Ltd. - 17.2% - Lhasa Hetai Decoration Co., Ltd. - 4.91% - Zhou Zeliang - 2.48% - Zhou Ruming - 2.40% - Shenyang Yinmeinuode Technology Co., Ltd. - 1.61% - Shenzhen Dingcheng Investment Management Co., Ltd. - 1.29% - Shenzhen Dingcheng Investment Management Co., Ltd. - 1.17% - Shanghai Meiji Information Technology Co., Ltd. - 1.10% - Jiang Jie - 0.71% [3]

Core Viewpoint - Lianmei Holdings is a leading enterprise in the clean heating sector in China, focusing on comprehensive energy services and high-speed rail digital media advertising, with significant market presence due to its technological and scale advantages [1] Group 1: Business Performance - In Q3 2025, Lianmei Holdings reported revenue of 2.156 billion yuan, ranking 6th in the industry, surpassing the industry average of 1.865 billion yuan and the median of 810 million yuan, but lagging behind the top competitors [2] - The main business revenue composition includes heating and steam income of 1.416 billion yuan, accounting for 74.62%, and advertising revenue of 293 million yuan, accounting for 15.42% [2] - The net profit for the same period was 547 million yuan, ranking 2nd in the industry, only behind Xiexin Nengke, and significantly above the industry average of 174 million yuan and the median of 106 million yuan [2] Group 2: Financial Health - As of Q3 2025, Lianmei Holdings had a debt-to-asset ratio of 27.24%, lower than the previous year's 29.32% and the industry average of 43.74%, indicating strong debt repayment capability [3] - The gross profit margin for the same period was 33.30%, an increase from 31.90% year-on-year, and higher than the industry average of 22.05%, reflecting robust profitability [3] Group 3: Shareholder Information - As of June 30, 2025, the number of A-share shareholders decreased by 9.21% to 23,400, while the average number of circulating A-shares held per account increased by 10.14% to 96,600 [5] - The company is focusing on the clean heating sector, with stable demand and potential cost optimization due to declining coal prices, which may enhance profitability in the heating business [5] Group 4: Executive Compensation - The chairman, Su Zhuangqiang, received a salary of 600,000 yuan, unchanged from the previous year, while the president, Lu Chengsong, earned 360,200 yuan in 2024 [4] Group 5: Future Outlook - Analysts maintain profit forecasts for Lianmei Holdings, expecting net profits of 802 million yuan, 892 million yuan, and 932 million yuan for 2025 to 2027, with a dividend payout ratio of no less than 40% during this period [5] - The company is projected to achieve net profits of 836 million yuan, 930 million yuan, and 1.046 billion yuan for the same years, with a target price of 7.66 yuan based on a 20.7x PE ratio for 2025 [6]

Core Insights - Lianmei Quantum Co., Ltd. reported a slight decline in revenue for the first three quarters of 2025, totaling 2.155 billion yuan, while net profit attributable to shareholders increased by 6.88% to 543 million yuan [1] Group 1: Business Performance - The company focuses on urban clean heating services and has optimized its business layout through strategic partnerships and project acquisitions to enhance market share [1] - The implementation of a smart control pilot project for secondary pipelines marks a shift from traditional experience-based heating control to a modern data-driven approach [1] Group 2: Technological Innovation - Lianmei has developed the "Lianmei Smart Operation Platform," creating a complete technological closed loop from data perception to intelligent analysis and automatic execution [1] - The company aims for low-carbon, clean, and efficient development by exploring innovative clean energy technologies, contributing to the establishment of a modern energy system [1] Group 3: Urban Infrastructure Integration - Leveraging national funding for urban infrastructure updates, Lianmei integrates smart heating construction with urban renewal initiatives [2] - The company is upgrading traditional heating networks to smart heating networks equipped with sensing, analysis, and optimization capabilities through the installation of smart control devices and IoT sensor systems [2] - Lianmei actively participates in urban renewal and clean heating projects, expanding its heating coverage and solidifying its market leadership [2]

Core Insights - The company reported a revenue of 2,155,565,895.27 yuan for the first three quarters of 2025, representing a year-on-year decrease of 6.19% [1] - The net profit attributable to shareholders of the listed company was 543,176,799.75 yuan, showing a year-on-year increase of 6.88% [1] Financial Performance - Revenue for the first three quarters of 2025: 2,155,565,895.27 yuan, down 6.19% year-on-year [1] - Net profit for the same period: 543,176,799.75 yuan, up 6.88% year-on-year [1]

Core Insights - The company reported a revenue of 2.156 billion yuan for the first three quarters of 2025, representing a year-on-year decline of 6.19% [1] - The net profit attributable to shareholders reached 543 million yuan, showing a year-on-year increase of 6.88% [1] - The net profit excluding non-recurring items was 463 million yuan, reflecting a year-on-year decrease of 8.15% [1] - The basic earnings per share stood at 0.2442 yuan [1]

Core Viewpoint - In the third quarter of 2025, Lianmei Holdings (600167.SH) reported revenue growth and profit increase, driven by a dual focus on carbon reduction and efficiency enhancement in the clean energy sector [1][6]. Financial Performance - For the first three quarters of 2025, Lianmei Holdings achieved a revenue of 2.155 billion yuan and a net profit attributable to shareholders of 543 million yuan, representing a year-on-year growth of 6.88% [1][6]. Policy Environment - Since 2025, national policies have provided strong momentum for the development of the clean energy heating industry, including the release of the "Action Plan for High-Quality Development of the Heat Pump Industry" which aims for over 20% efficiency improvement in heat pump products by 2030 [2][6]. Clean Energy Strategy - Lianmei Holdings is focusing on technological innovation to drive the transition to clean energy, expanding into biomass energy, heat pumps, hydrogen energy, and energy storage while upgrading traditional coal heating operations to low-carbon models [2][6]. Biomass Energy Development - The company’s subsidiary, Jiangsu Lianmei Bioenergy Co., is a key player in the biomass energy sector, utilizing agricultural and forestry waste for integrated power generation and heating, thus contributing to local energy supply and waste management [3][6]. Heat Pump Technology - Lianmei Holdings is optimizing air-source heat pump applications to meet winter heating demands in cold regions, investing in R&D to enhance the conversion of low-grade heat to high-grade heat, thereby reducing reliance on fossil fuels [4][6]. Coal Heating Optimization - The company is upgrading its traditional coal heating business by investing in advanced combustion technologies and pollution control equipment, significantly reducing emissions of sulfur dioxide, nitrogen oxides, and particulate matter [5][6]. Future Outlook - Looking ahead, Lianmei Holdings plans to continue aligning with national energy policies, increasing investment in technology R&D and project implementation to further enhance its clean energy industry layout [6].

Core Viewpoint - The company reported a significant decline in revenue and net profit for Q3 2025 compared to the previous year, indicating potential challenges in its financial performance [2] Financial Performance - In Q3 2025, the company achieved a revenue of 257 million yuan, a year-on-year decrease of 26% [2] - The net profit attributable to shareholders was 18.57 million yuan, down 39.60% year-on-year [2] - Basic earnings per share for Q3 2025 were 0.0084 yuan [2] Year-to-Date Performance - For the first three quarters of 2025, the company reported a total revenue of 2.156 billion yuan, reflecting a year-on-year decline of 6.19% [2] - The net profit attributable to shareholders for the first three quarters was 543 million yuan, which represents an increase of 6.88% year-on-year [2] - Basic earnings per share for the first three quarters were 0.2442 yuan [2]

证券代码：600167 证券简称：联美控股 公告编号：2025-045 联美量子股份有限公司 关于子公司募集资金账户被冻结的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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责任。 近日公司子公司山东菏泽福林热力科技有限公司募集资金专户 部分资金被司法划扣，具体情况如下： 一、募集资金专户部分资金被司法划扣情况概述 公司前期披露了《关于子公司募集资金账户被冻结的公告》（公 告编号：2025-041），其中厦门佰煤能源有限公司诉山东菏泽福林热 力科技有限公司（简称"福林热力"）货款争议一案（起诉状一涉及 的案件），近日公司子公司福林热力募集资金专户部分资金被司法划 扣，划扣金额 1,880,000.00 元。具体情况如下表： | 公司名 | | 开户行 | 银行账户 | 划扣金额（元） | 账户余额（元） | 仍冻结金额 | 可用余额 | | --- | --- | --- | --- | --- | --- | --- | --- | | 称 | | 名称 | | | | （元） | （元） | | 山 东 | 菏 | ...