Group 1 - The company, Jinyi Industrial (601002.SH), has signed a procurement contract with China Railway Shanghai Bureau Group Co., Ltd. for the Nanjing to Huai'an Intercity Railway project [1] - The contract amount is 335 million RMB [1]

晋亿实业股份有限公司 关于签订日常经营合同的公告 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: 合同类型及金额: 高速铁路扣件合同，合同金额为 334,667,697.50 元。 合同生效条件:买方和卖方的法定代表人（单位负责人）或其授权代表在 合同协议书上签字并加盖单位章后，合同生效。 对上市公司当期业绩的影响: 若合同顺利履行，将对公司的经营业绩产 生积极影响。 股票代码：601002 股票简称：晋亿实业 公告编号：临2025-016号 特别风险提示：合同条款中已对合同金额、生效条件、支付方式、违约 责任等内容做出了明确约定，合同双方均具有履约能力，但在未来合同履行过程 中如果遇到外部宏观环境重大变化、国家有关政策变化以及其他不可预见或不可 抗力等因素，有可能会导致合同无法如期或全部履行。敬请广大投资者注意投资 风险。 一、审议程序情况 本合同为公司日常经营合同，根据其金额，无需公司董事会、股东大会审议 通过。 二、合同标的和对方当事人情况 1、合同标的情况 卖方晋亿实业股份有限公司（以下简称"公司 ...

Core Viewpoint - The company has signed a high-speed railway fastening contract with China Railway Shanghai Bureau Group Co., Ltd., with a contract value of 335 million yuan [1] Group 1 - The contract is specifically for the Nanjing railway hub project [1] - The total amount of the contract is 335 million yuan, indicating a significant business opportunity for the company [1]

Core Viewpoint - Jin Yi Industrial (601002.SH) has signed a procurement contract worth RMB 335 million with China Railway Shanghai Bureau Group for the Nanjing to Huai'an Intercity Railway project, which is expected to positively impact the company's operational performance and enhance its competitive position in the high-speed rail accessory market [1] Group 1 - The contract amount is RMB 335 million [1] - Successful execution of the contract will improve the company's profitability and overall competitiveness [1] - The contract will help consolidate the company's market position and influence in the high-speed rail accessory sector [1]

若合同顺利履行，将对公司的经营业绩产生积极影响，提升公司持续盈利能力及综合竞争力，可以进一 步巩固公司在高铁扣配件领域的市场地位与影响力。 智通财经APP讯，晋亿实业(601002.SH)发布公告，公司近日与买方中国铁路上海局集团有限公司南京 铁路枢纽工程建设指挥部签订了《新建南京至淮安城际铁路国铁集团管理甲供物资采购合同》(合同编 号：NHTL-2025-025)，合同金额为人民币3.35亿元。 ...

[Current Period Performance Forecast](index=1&type=section&id=Item%20I.%20Current%20Period%20Performance%20Forecast) The company forecasts a significant turnaround to profitability in H1 2025, with unaudited net profit attributable to shareholders projected between **RMB 95 million and RMB 125 million** Estimated Performance for H1 2025 | Indicator | Estimated Amount (RMB Million) | | :--- | :--- | | Net Profit Attributable to Shareholders of the Listed Company | 95 to 125 | | Net Profit Attributable to Shareholders of the Listed Company, Excluding Non-Recurring Gains and Losses | 90 to 120 | - This performance forecast indicates a turnaround from loss to profit[3](index=3&type=chunk) - This performance forecast has not been audited by a certified public accountant[4](index=4&type=chunk) [Prior Period Operating Performance and Financial Position](index=1&type=section&id=Item%20II.%20Prior%20Period%20Operating%20Performance%20and%20Financial%20Position) In the prior period (H1 2024), the company reported a loss, with net profit attributable to shareholders at **RMB -27.08 million** and EPS at **RMB -0.028** Operating Performance and Financial Position for H1 2024 | Indicator | Amount for H1 2024 | | :--- | :--- | | Total Profit | -31.37 million RMB | | Net Profit Attributable to Shareholders of the Listed Company | -27.08 million RMB | | Net Profit Attributable to Shareholders of the Listed Company, Excluding Non-Recurring Gains and Losses | -26.36 million RMB | | Earnings Per Share | -0.028 RMB/share | [Key Reasons for Current Period Profitability](index=2&type=section&id=Item%20III.%20Key%20Reasons%20for%20Current%20Period%20Profitability) Profitability resulted from increased railway fastener sales due to high-speed rail contracts and improved operational efficiency through cost reduction - The company secured high-speed rail line supply contracts, leading to increased sales of railway fastener sets and year-over-year growth in main business profit[6](index=6&type=chunk) - Continuous optimization of production and operations, adjustment of product structure, and implementation of cost reduction and efficiency improvement measures collectively contributed to significant performance improvement[6](index=6&type=chunk) [Risk Warning and Other Notes](index=2&type=section&id=Item%20IV.%20Risk%20Warning%20and%20Other%20Notes) This unaudited performance forecast is preliminary, with final data in the H1 2025 report, and investors are advised to consider investment risks - This performance forecast represents preliminary calculations by the company's financial department and has not been audited by a certified public accountant[7](index=7&type=chunk) - The company confirms there are no significant uncertainties affecting the accuracy of this performance forecast[7](index=7&type=chunk) - The final accurate financial data will be disclosed in the company's official 2025 semi-annual report[8](index=8&type=chunk)

Core Viewpoint - The company, Jinyi Industrial (601002), has secured significant contracts in the high-speed rail sector, indicating strong growth potential and effective cost management strategies. Group 1: Contract Wins - Jinyi Industrial has been awarded a contract worth 335 million yuan for the supply of high-speed rail fasteners for the Nanjing to Huai'an intercity railway [1] - The company has accumulated nearly 1 billion yuan in high-speed rail orders for 2025, including contracts with major railway projects [2] Group 2: Financial Performance - In Q1 2025, Jinyi Industrial reported a revenue of 576 million yuan, a year-on-year increase of 35.9%, and a net profit of 57.56 million yuan, marking a return to profitability [2] - The company's gross margin and net margin improved to 25.12% and 10.05%, respectively, due to effective cost control and expense management [2] Group 3: Cost Management and R&D - The total expenses (selling, administrative, and financial) for Q1 2025 were 37.9 million yuan, accounting for 6.58% of revenue, a decrease of 1.43% year-on-year, indicating improved expense management [2] - Jinyi Industrial has invested 593 million yuan in R&D from 2020 to 2024, focusing on smart fastener monitoring systems that could increase product prices by 15%-20% [3] Group 4: Financial Health - As of the end of Q1 2025, the company's cash reserves reached 456 million yuan, a year-on-year increase of 98.61%, reflecting strong liquidity [3] - The company has eliminated interest-bearing debt, enhancing its debt repayment capacity [3]

Key Points - Jiangnan Water received a stake increase from Lianan Life Insurance, reaching 5.03% of total shares [3] - Yingboer plans to transfer 100% equity of Zhuhai Dingyuan for 239 million yuan to optimize asset structure [4] - Chengbang Co. warns that its stock price fluctuations are not aligned with its fundamentals, as it has seen five consecutive trading days of price increases [6] - Weimais intends to invest 190 million yuan into its subsidiary for a new electric drive assembly project [7] - Fosun Pharma's subsidiary received EU GMP certification for its production facilities, indicating compliance with EU standards [8] - Jingwei Huikai plans to acquire an additional 12.44% stake in Nosi Micro, increasing its control in the semiconductor sector [9] - ST Tongmai will remove its delisting risk warning starting July 4, while continuing other risk warnings [10] - ST Modern seeks to apply for the removal of other risk warnings but will maintain delisting risk warnings [11] - Luxshare Precision is planning to issue H-shares for listing on the Hong Kong Stock Exchange [12] - Hainan Highway intends to purchase a 51% stake in Hainan Jiaokong Petrochemical, which will become a subsidiary [13] - Jucheng Co. plans to transfer 1.25% of its shares through a price inquiry [14] Performance Highlights - Foton Motor reported a 150.96% year-on-year increase in new energy vehicle sales for the first half of the year [15] - Jiangling Motors achieved a total vehicle sales of 172,700 units in the first half, up 8.15% year-on-year [16] - Changan Automobile's sales reached 1.3553 million units in the first half, with new energy vehicle sales growing by 49.05% [17] - Meinuohua expects a net profit increase of 142.84% to 174.52% for the first half of the year [18] - Jihong Co. anticipates a net profit increase of 55% to 65% for the first half of the year [19] - Nanjing Business Travel expects a net profit decrease of 67.4% to 78.27% for the first half of the year [20] - Madi Technology forecasts a net profit of 25 million to 27 million yuan, marking a turnaround from losses in the previous year [21] Major Contracts - Dash Intelligent signed a contract for an intelligent project worth 11.88 million yuan [22] - Jinyi Industrial won a bid for a 335 million yuan intercity railway materials procurement project [23] - Sichuan Road and Bridge signed a construction contract worth approximately 11.596 billion yuan [24] - Fulian Precision signed a cooperation framework agreement with Chuanfa Longmang for lithium battery material projects [26] Share Buybacks - Kweichow Moutai repurchased 72,000 shares in June, totaling 1.02 billion yuan [27] - Feiwo Technology plans to repurchase shares worth 25 million to 50 million yuan [28] - Nengte Technology intends to repurchase shares worth 300 million to 500 million yuan for capital reduction [29] - CATL has repurchased 6.641 million A-shares for a total of 1.551 billion yuan [30] Shareholding Changes - Renfu Pharmaceutical's shareholder plans to increase its stake by 1% to 2% [31] - Sanwei Xinan's shareholder intends to reduce its stake by up to 2% [33] - Data Port's shareholders plan to reduce their stakes by up to 2% [34] - Zhuzhou Design's controlling shareholders plan to reduce their stakes by up to 3% [35] - Tianji Co.'s controlling shareholders plan to reduce their stakes by up to 3% [36] - Anjisi's shareholders plan to reduce their stakes by up to 4% [37] Financing Activities - CITIC Securities received approval to issue up to 20 billion yuan in perpetual subordinated bonds [39]

Group 1 - Guizhou Moutai has repurchased a total of 3.3821 million shares as of June 30, 2025, accounting for 0.2692% of the total share capital, with a total expenditure of 5.202 billion yuan [2] - Luxshare Precision is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global financing capabilities and governance transparency [2] - Huazhong Xinchuang has received a project notification from a leading domestic eVTOL manufacturer for the development and supply of an intelligent cockpit multimedia display system [3] Group 2 - Meinohua expects a net profit of 46 million to 52 million yuan for the first half of 2025, representing a year-on-year increase of 142.84% to 174.52% [4] - Jiangnan Water has received a report from shareholder Lianan Life Insurance indicating an increase in shareholding by 46.99 million shares, representing 5.03% of the total share capital [5] - Huasen Pharmaceutical has received approval for clinical trials of its CX001 sustained-release tablets, marking a milestone for its innovative drug development platform [6] Group 3 - Zongshen Power anticipates a net profit growth of 70% to 100% for the first half of the year [7] - Yutong Bus reported a sales volume of 5,919 units in June, a year-on-year increase of 24.79% [7] - Guangzhou Port expects a 7.0% year-on-year increase in container throughput for June 2025 [7] Group 4 - Data Port's shareholders plan to reduce their holdings by up to 1.74% and 0.26% of the company's shares [9] - Humanwell Healthcare's shareholder plans to increase its stake by 1% to 2% [9] - Nengte Technology plans to repurchase shares worth between 300 million to 500 million yuan [10]

Corporate Announcements - Jiangnan Water received a stake increase from Lian'an Life, reaching 5.03% of total shares [3] - Yingboer plans to transfer 100% equity of Zhuhai Dingyuan for 239 million yuan to optimize asset structure [4] - Chengbang Co. experienced a five-day stock price surge, diverging from its fundamentals, with a warning about market risks [5] - Weimais intends to invest 190 million yuan in its subsidiary for a new electric drive assembly project, expected to take 12 months [6] - Fosun Pharma's subsidiary received EU GMP certification for its production facilities, marking a significant compliance achievement [7] Performance Highlights - Foton Motor reported a 150.96% year-on-year increase in new energy vehicle sales for the first half of the year, totaling 50,142 units [9] - Meinuohua expects a net profit increase of 142.84% to 174.52% for the first half of 2025, driven by revenue growth and improved gross margins [10] - Madi Technology anticipates a net profit of 25 to 27 million yuan for the first half of 2025, marking a turnaround from a loss of 76.33 million yuan in the previous year [11] Major Contracts - Dash Intelligent signed a contract for an intelligent project worth 11.88 million yuan, representing 0.37% of its 2024 revenue [13] - Jinyi Industrial won a bid for a 335 million yuan materials procurement project for the Nanjing-Huaian intercity railway [14] Share Buybacks - Kweichow Moutai repurchased 72,000 shares in June, totaling 1.02 billion yuan, with a cumulative buyback of 3.38 million shares amounting to 5.202 billion yuan [16] - Feiwo Technology plans to repurchase shares worth 25 to 50 million yuan for equity incentives, with a maximum price of 43.44 yuan per share [17] Shareholding Changes - Renfu Pharmaceutical's shareholder,招商生科, plans to increase its stake by 1% to 2% within six months, with a price cap of 25.53 yuan per share [19] Financing Activities - CITIC Securities received approval to issue up to 20 billion yuan in perpetual subordinated bonds [21]