郑州煤矿机械集团股份有限公司 Zhengzhou Coal Mining Machinery Group Co., Ltd. 证券代码：601717 证券简称：郑煤机 公告编号：临 2024-051 郑州煤矿机械集团股份有限公司 关于收购控股子公司部分股权暨关联交易的公告 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法律责任。 郑州煤矿机械集团股份有限公司 Zhengzhou Coal Mining Machinery Group Co., Ltd. 一、关联交易概述 （一）本次交易的基本情况 2024 年 12 月 13 日，公司召开第六届董事会第十次会议、第六届监事会第 九次会议，审议通过了《关于收购控股子公司亚新科工业技术（南京）有限公司 部分股权暨关联交易的议案》，同意公司使用自有资金 698,985,650.96 元（含税 金额）收购控股子公司亚新科南京的其他股东所持有的亚新科南京合计 16.6081% 股权（对应亚新科南京注册资本为 238,989,107 元），本次交易完成后，公司持有 亚新科南京的股权比例将由 83.3 ...

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: 2024年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 鄭州煤礦機械集團股份有限公司 呈交日期: 2024年12月4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) | 00564 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 243,234,200 | RMB | | 1 | RMB | | 243,234,200 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 243,234,200 | RMB | | | 1 RMB | | 243,234,200 | | ...

证券代码：601717 证券简称：郑煤机 公告编号：2024-048 郑州煤矿机械集团股份有限公司 本公司董事会、全体董事及相关股东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法律责任。 重要内容提示： 1 大股东持股的基本情况：本次减持计划实施前，泓羿投资管理（河南）合伙 企业（有限合伙）（以下简称"泓羿投资"）持有郑州煤矿机械集团股份有限 公司（以下简称"公司"）股份 277,195,419 股，占公司总股本的 15.52%； 其一致行动人河南资产管理有限公司（以下简称"河南资产"）持有公司股 份 77,854,357 股，占公司总股本的 4.36%。泓羿投资与河南资产签署了《一 致行动协议书》，为一致行动人，合计持有公司 19.88%股份，为公司控股股 东。泓羿投资持有的公司股份为协议转让取得；河南资产持有的公司股份为 竞价交易取得。该部分股份均为无限售条件流通股。 减持计划的主要内容：公司于 2024 年 7 月 29 日披露《郑州煤矿机械集团股 份有限公司股东减持股份计划公告》（公告编号：2024-035），泓羿投资计划 自本公告披露日起 15 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative increase of over 15% compared to the CSI 300 index within the next six months [1][17]. Core Insights - The company's revenue for the first three quarters of 2024 reached 27.839 billion yuan, a year-on-year increase of 2.20%, while the net profit attributable to shareholders was 3.059 billion yuan, reflecting a significant growth of 23.97% [1]. - The coal machinery segment remains the primary source of profit, with a revenue of 14.527 billion yuan in the first three quarters, up 2.5% year-on-year [1]. - The automotive parts business is transitioning towards new energy, with a notable increase in revenue from related products, indicating potential for becoming a second growth curve for the company [3]. Summary by Sections Financial Performance - For the first three quarters of 2024, the company achieved a gross margin of 24.02%, an increase of 2.15 percentage points year-on-year, and a net profit margin of 11.91%, up 2.22 percentage points [1]. - The company’s operating income is projected to grow steadily, with forecasts of 38.677 billion yuan, 41.252 billion yuan, and 44.058 billion yuan for 2024, 2025, and 2026 respectively [4][12]. Market Trends - The fixed asset investment growth in the coal mining and washing industry was 5.5% from January to September 2024, with a slight increase in commodity coal consumption [2]. - The automotive market is recovering, with a total vehicle sales increase of 2.4% year-on-year, and a significant rise in new energy vehicle sales by 32.53% [3]. Cost Management - The report highlights a decrease in material costs and an optimization of product structure, contributing to improved profitability [1]. - The company has effectively reduced its expense ratios across sales, management, R&D, and financial costs, leading to a total expense ratio decrease of 0.86 percentage points year-on-year [1]. Future Outlook - The company is expected to maintain a robust growth trajectory, with a projected PE ratio of 5.99X for 2024, indicating a favorable valuation compared to peers [4][15]. - The ongoing push for intelligent coal mining solutions is anticipated to enhance market share, particularly in hydraulic supports, which are critical components in coal machinery [1].

郑州煤矿机械集团股份有限公司投资者关系活动记录表 证券代码：601717 证券简称：郑煤机 | --- | --- | --- | --- | |--------------------------------------|---------------------------------------------------------------------------------------|----------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Investment Rating - The investment rating for Zhengmei Machine (601717) is "Outperform the Market" [2] Core Views - The report highlights that the coal machinery business is experiencing a high level of profitability, while the automotive parts segment is undergoing a transition towards new energy [6][8] - The company achieved a revenue of 27.84 billion yuan in Q3 2024, with a year-on-year increase of 2.2%, and a net profit attributable to shareholders of 3.06 billion yuan, up 24% year-on-year [6] - The coal machinery segment's revenue and net profit in Q3 2024 were 4.72 billion yuan and 980 million yuan, respectively, showing a year-on-year decrease in revenue but an increase in net profit [6] - The automotive parts segment's revenue in Q3 2024 was 1.19 billion yuan, with a significant decline in net profit, attributed to the ongoing transition to new energy [7] Summary by Sections Financial Performance - In Q3 2024, the company reported a net profit of 900 million yuan, with a year-on-year increase of 14.1% but a quarter-on-quarter decrease of 17.2% [6] - The total revenue for the first three quarters of 2024 was 27.84 billion yuan, with a net profit of 3.06 billion yuan, reflecting a year-on-year growth of 24% [6][9] Business Segments - Coal Machinery Segment: In Q3 2024, the segment's revenue was 4.72 billion yuan, with a net profit of 980 million yuan, indicating a year-on-year decrease in revenue but an increase in net profit [6] - Automotive Parts Segment: The segment's revenue for Q3 2024 was 1.19 billion yuan, with a drastic decline in net profit, primarily due to the impact of the new energy transition [7] Investment Outlook - The report projects that the company's net profit attributable to shareholders will reach 3.73 billion yuan in 2024, with an estimated EPS of 2.09 yuan [8][12] - The valuation is based on a PE ratio of 9-10 times for 2024, suggesting a reasonable value range of 18.81 to 20.9 yuan per share [8]

郑州煤矿机械集团股份有限公司 Zhengzhou Coal Mining Machinery Group Co., Ltd. 证券代码：601717 证券简称：郑煤机 公告编号：临 2024-047 郑州煤矿机械集团股份有限公司 关于召开 2024 年第三季度业绩说明会的公告 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法律责任。 重要内容提示： 一、说明会类型 郑州煤矿机械集团股份有限公司（以下简称"公司"）已于 2024 年 10 月 29 日在上海证券交易所网站（www.sse.com.cn）披露了《2024 年第三季度报告》。 为便于广大投资者更加全面深入地了解公司 2024 年前三季度经营成果、财务状 况等情况，公司计划于 2024 年 11 月 06 日（星期三）15:00-16:00 在"价值在线" 1 （三）会议召开方式：网络互动方式 三、参加人员 （网址：www.ir-online.cn）举办 2024 年第三季度业绩说明会，与投资者进行沟 通和交流，广泛听取投资者的意见和建议。 会议召开时间：2024 年 11 月 ...

Investment Rating - The report maintains a "Buy" rating for Zheng Coal Machinery (601717) [1] Core Views - The company's profitability continues to improve, with profit growth exceeding expectations. For the first three quarters of 2024, the company achieved operating revenue of 27.84 billion yuan, a year-on-year increase of 2.2%, and a net profit attributable to shareholders of 3.06 billion yuan, a year-on-year increase of 24.0% [1][2] - The coal machinery segment is the main contributor to profit growth, with revenue of 14.53 billion yuan, up 2.5% year-on-year, and net profit of 3.14 billion yuan, up 25.9% year-on-year. The growth is attributed to product structure optimization and a decrease in material costs [2] - The automotive parts transformation is progressing, with revenue of 13.32 billion yuan, up 1.8% year-on-year, and a significant improvement in profitability. The company is focusing on expanding its presence in the passenger vehicle market and accelerating the electrification transformation of its automotive parts segment [3] Summary by Sections Financial Performance - For Q1-Q3 2024, the company reported operating revenue of 27.84 billion yuan, with a net profit of 3.06 billion yuan. The Q3 revenue was 8.90 billion yuan, down 1.5% year-on-year, while net profit was 0.90 billion yuan, up 14.1% year-on-year. The company maintained a good expense control with a period expense ratio of 10.6% [1][3] - The gross margin for Q1-Q3 was 24.0%, up 2.2 percentage points year-on-year, and the net profit margin was 11.9%, also up 2.2 percentage points year-on-year [1] Segment Analysis - The coal machinery segment's revenue and profit growth are driven by high-margin products and a stable increase in overall revenue. The intelligent control systems for coal mining are leading in the market, contributing to the industry's transformation and high-quality development [2] - The automotive parts segment saw revenue growth driven by the rapid increase in shock absorber sealing systems, with a focus on expanding into the new energy vehicle market, which is experiencing significant growth [3] Profit Forecast and Investment Suggestion - The company is expected to achieve net profits of 3.87 billion yuan, 4.20 billion yuan, and 4.56 billion yuan for 2024, 2025, and 2026, respectively, with a projected compound annual growth rate of 12% in net profit over the next three years. The current price-to-earnings ratios are 6.2, 5.7, and 5.3 for the respective years [3][5]

Investment Rating - The report maintains a **Buy** rating for the company with a target price of **18.92 RMB** [2][4] Core Views - **24Q3 revenue slightly declined by 1.5% YoY**, but net profit attributable to shareholders increased by **14.1% YoY** to **8.97 billion RMB** [1] - **Gross margin improved to 23.9%**, up by **2.56 percentage points YoY**, and net profit margin increased to **10.1%**, up by **1.38 percentage points YoY** [1] - **Coal machinery segment** saw a **25.69% YoY increase in net profit** to **29.84 billion RMB**, driven by optimized product mix and lower material costs [1] - **Automotive components segment** revenue grew by **1.84% YoY** to **133.30 billion RMB**, but net profit declined by **19.98% YoY** to **0.75 billion RMB** [1] - **Yaxing Group** (a subsidiary) achieved a **21.42% YoY revenue growth** to **38.64 billion RMB**, while **SEG** (another subsidiary) saw a **5.57% YoY revenue decline** to **93.75 billion RMB** due to reduced sales in the European market [1] Financial Forecasts - **2024-2026 net profit forecasts** are **36.4 billion RMB**, **39.4 billion RMB**, and **44.2 billion RMB**, respectively [2] - **EPS forecasts** for 2024-2026 are **2.04 RMB**, **2.20 RMB**, and **2.48 RMB**, respectively [2] - **Revenue growth** is expected to be **1.7% in 2024**, **5.7% in 2025**, and **8.4% in 2026** [3] - **Net profit growth** is projected at **11.2% in 2024**, **8.1% in 2025**, and **12.4% in 2026** [3] - **Gross margin** is forecasted to be **23.6% in 2024**, **23.1% in 2025**, and **23.4% in 2026** [3] Valuation and Performance - The company is valued at **8.6x PE for 2025**, with a target price of **18.92 RMB** [2] - **52-week high/low prices** are **17.11 RMB** and **10.61 RMB**, respectively [4] - **Market capitalization** is **23.73 billion RMB** [4] - **Absolute performance** over the past 12 months is **9.51%**, while **relative performance** against the CSI 300 is **-0.66%** [4] Segment Performance - **Coal machinery segment** contributed **145.27 billion RMB** in revenue for 24Q1-3, with a **2.50% YoY growth** [1] - **Automotive components segment** contributed **133.30 billion RMB** in revenue for 24Q1-3, with a **1.84% YoY growth** [1] Financial Ratios - **ROE** is expected to be **17.0% in 2024**, **16.6% in 2025**, and **16.9% in 2026** [3] - **Net profit margin** is forecasted to be **9.8% in 2024**, **10.1% in 2025**, and **10.4% in 2026** [3] - **P/E ratio** is **6.5x for 2024**, **6.0x for 2025**, and **5.4x for 2026** [3]

郑煤机：前三季度净利润30.59亿元 同比增长23.97% 财联社10月28日电，郑煤机发布2024年第三季度报 告，前三季度实现营业收入278.39亿元，同比增长2.20%；净利润30.59亿元，同比增长23.97%；基本每 股收益1.721元。 其中，第三季度实现营业收入88.96亿元，同比下降1.48%；净利润8.97亿元，同比增长14.14%。 公司表示，营业收入增长主要是由于煤机板块和汽车零部件板块的收入增长。 查看公告原文 ...