证券代码：603066 证券简称：音飞储存 公告编号：2025-040 南京音飞储存设备（集团）股份有限公司 关于2025年第三季度业绩说明会召开情况的公告 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。 南京音飞储存设备（集团）股份有限公司（以下简称"公司"）于 2025 年 11 月 06 日上午 10：00-11：30，在同花顺路演平台（网址： https://board.10jqka.com.cn/rs/pc/detail?roadshowId=1010659）召开了音 飞储存 2025 年第三季度业绩说明会。本次业绩说明会以网络互动方式召开，公 司针对报告期内经营成果、财务状况与投资者进行互动交流和沟通，在信息披露 允许的范围内就投资者普遍关注的问题进行回答。现将相关情况公告如下： 一、业绩说明会基本情况 本次业绩说明会于 2025 年 11 月 06 日（星期四）上午 10:00-11:30 以网络 互动的形式在同花顺路演平台召开，公司董事、总经理唐树哲、董事、董事会秘 书邵康和独立董事彭晓洁参加了本次说明会 ...

Economic Overview - Eurozone's fiscal deficit as a percentage of GDP for Germany, France, and Italy was 2.2% in H1 2025, down from 2.5% in Q4 2024, indicating a "tight fiscal & loose monetary" environment[4] - U.S. core CPI in September 2025 was 3%, below the expected 3.1%, showing a decrease in inflationary pressure[7] - U.S. durable goods consumption expenditure increased by $20 billion, from $5.56 trillion to $5.68 trillion, despite new tariffs[10] Market Valuation - The effective exchange rate index for the euro was at a historical high of 130 as of October 24, 2025, indicating overvaluation of euro assets[13] - The 10-year government bond yield spread between Italy and Germany fell to 79 basis points, and between Greece and Germany to 66 basis points, both at 15-year lows, reflecting low risk premiums in Southern European bonds[13] Commodity Insights - Gold prices reached a historical high of $4,336.4, exceeding the 200-day moving average by 32.5%, suggesting potential for a price correction[16] - The copper-to-gold price ratio fell to 2.7, indicating a divergence with the offshore RMB exchange rate, which rose to 7.1[27] Investment Metrics - The equity risk premium (ERP) for the CSI 300 index was 4.2%, significantly below the 16-year average, suggesting room for valuation increases[18] - The total return ratio of domestic stocks to bonds was 28.8, above the past 16-year average, indicating enhanced attractiveness of equities over fixed income[29]

重要内容提示： 一、说明会类型 南京音飞储存设备（集团）股份有限公司（以下简称"公司"）已于 2025 年 10 月 25 日在上海证券交易所网站（www.sse.com.cn）以及公司指定媒体上披 露了公司 2025 年第三季度报告。 为便于广大投资者更全面深入地了解公司经营业绩及未来发展规划等具体 情况，公司决定于 2025 年 11 月 6 日（星期四）上午 10:00-11:30 召开公司 2025 年第三季度业绩说明会，就投资者关心的公司 2025 年第三季度经营情况和未来 发展规划等事项与广大投资者进行在线沟通交流，广泛听取投资者的意见和建议， 在信息披露允许的范围内解答投资者普遍关注的问题。 会议召开时间：2025 年 11 月 6 日（星期四）上午 10:00-11:30； 会议召开地点：1）登录同花顺路演平台，进入直播间 https://board.10jqka.com.cn/rs/pc/detail?roadshowId=101065 进 行提问； 2）使用同花顺手机炒股软件扫描下方二维码进入路演直播 间进行提问互动交流； 会议召开方式：网络在线文字互动。 问题征集方式：通过电子邮件（yf ...

Core Points - The company guarantees the authenticity, accuracy, and completeness of the quarterly report, and assumes legal responsibility for any false records or misleading statements [2][3][7] Financial Data - The financial statements for the third quarter are unaudited [3][6] - The report period refers to the three-month period from the beginning to the end of the quarter [3] - The company has not identified any non-recurring gains or losses that are significant [4][6] Shareholder Information - There are no changes in the top ten shareholders or any significant changes in shareholding due to securities lending activities [5][6] Other Important Information - The company has not applied new accounting standards or interpretations that would affect the financial statements for the current year [7]

Core Viewpoint - The company reported a significant decline in both revenue and net profit for the third quarter, indicating potential challenges in its financial performance [1] Financial Performance - The company achieved a revenue of 145 million yuan in the third quarter, representing a year-on-year decrease of 37.52% [1] - The net profit attributable to shareholders was 58,900 yuan, showing a dramatic year-on-year decline of 99.79% [1] - The basic earnings per share were reported at 0.0002 yuan [1]

Core Viewpoint - The company reported a significant decline in revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The company achieved a revenue of 688 million yuan, representing a year-on-year decrease of 23.74% [1] - The net profit attributable to shareholders was 62.41 million yuan, down 41.19% year-on-year [1] - The non-recurring net profit was 55.04 million yuan, reflecting a year-on-year decline of 44.59% [1] - The basic earnings per share stood at 0.2121 yuan [1]

Core Viewpoint - The financial performance of Yinfly Storage (603066) in Q3 2025 shows significant declines in both revenue and net profit, indicating challenges in project implementation and revenue recognition [1] Financial Performance Summary - Q3 revenue was 145 million yuan, a year-on-year decrease of 37.52% [1] - Q3 net profit was 58,900 yuan, a year-on-year decrease of 99.79% [1] - Revenue for the first three quarters was 688 million yuan, a year-on-year decrease of 23.74% [1] - Net profit for the first three quarters was 62.406 million yuan, a year-on-year decrease of 41.19% [1] - Basic earnings per share for the period was 0.2121 yuan [1] Project Implementation Impact - The long implementation cycle of automation integration projects significantly affected the revenue recognition for large projects, impacting both current revenue and net profit [1]

Group 1 - The company reported a revenue of approximately 688 million yuan for the first three quarters of 2025, representing a year-on-year decrease of 23.74% [1] - The net profit attributable to shareholders of the listed company was about 62.41 million yuan, a year-on-year decline of 41.19% [1] - The basic earnings per share were 0.2121 yuan, down 41.2% compared to the previous year [1] Group 2 - The Chinese innovative drug sector has sold overseas authorizations worth 80 billion USD this year [1] - There is a contrast in the biopharmaceutical secondary market being active while the primary market is facing challenges in fundraising [1]

Financial Performance - The company's operating revenue for the third quarter was ¥144,995,003.14, a decrease of 37.52% compared to the same period last year[4] - The total profit for the third quarter was a loss of ¥2,734,794.97, with a year-to-date profit of ¥67,584,004.40, down 42.09% year-on-year[4] - The net profit attributable to shareholders for the third quarter was ¥58,868.64, reflecting a significant decline of 99.79% compared to the previous year[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses was a loss of ¥1,598,349.81 for the third quarter, with a year-to-date figure of ¥55,041,247.43, down 44.59%[4] - Total operating revenue for the first three quarters of 2025 was ¥687,932,638.26, a decrease of 23.7% compared to ¥902,089,284.57 in the same period of 2024[22] - Net profit for the first three quarters of 2025 was ¥62,461,809.33, a decline of 41.2% compared to ¥106,209,377.84 in the same period of 2024[25] - The company reported a gross profit of ¥45,217,199.86 for the first three quarters of 2025, compared to ¥97,456,807.98 in 2024, reflecting a decrease of 53.7%[23] - Other income for the first three quarters of 2025 was ¥15,833,180.97, down from ¥22,568,805.13 in the same period of 2024[23] Cash Flow - The cash flow from operating activities for the year-to-date period was ¥4,509,853.25, a decrease of 95.28%[6] - The company reported a significant decrease in cash received from sales of goods and services, impacting cash flow from operating activities[11] - Cash inflow from operating activities for the first three quarters of 2025 was $578.53 million, compared to $682.63 million in the same period of 2024, representing a decrease of approximately 15.3%[27] - Net cash flow from operating activities for the first three quarters of 2025 was $4.51 million, significantly lower than $95.47 million in 2024, indicating a decline of about 95.3%[27] - The total cash outflow for operating activities was $574.02 million in 2025, slightly lower than $587.16 million in 2024, reflecting a decrease of about 2.0%[27] - The cash received from tax refunds was $15.11 million in 2025, compared to $20.05 million in 2024, indicating a decrease of approximately 24.7%[27] Assets and Liabilities - The total assets at the end of the reporting period were ¥3,022,790,080.51, a decrease of 1.06% from the end of the previous year[6] - The company reported a total current asset of CNY 2,153,213,978.75 as of September 30, 2025, compared to CNY 2,179,785,568.21 at the end of 2024, reflecting a decrease of approximately 1.2%[17] - Total assets amounted to CNY 3,022,790,080.51, down from CNY 3,055,074,107.38, indicating a decline of around 1.1%[18] - Current liabilities totaled CNY 1,407,041,421.57, a decrease from CNY 1,470,689,983.13, which is a reduction of approximately 4.3%[18] - Total liabilities decreased from ¥1,660,641,011.58 in the previous year to ¥1,580,594,289.80 in 2025[19] - Total equity increased from ¥1,394,433,095.80 in the previous year to ¥1,442,195,790.71 in 2025[19] Shareholder Information - Total number of common shareholders at the end of the reporting period is 19,638[13] - The number of shares held by the top shareholder, Jingdezhen Taowen Tourism Holdings Group Co., Ltd., is 90,180,800, representing a significant portion of the total shares[15] - The company has a total of 36,219,080 shares held by Shandong Changlong Taishi Technology Co., Ltd., which is 12.31% of the total shares[15] Inventory and Investments - Inventory increased to CNY 894,653,067.62 from CNY 762,192,420.05, representing a growth of about 17.4% year-over-year[17] - The company has a long-term equity investment of CNY 1,854,681.10, up from CNY 1,582,975.52, showing an increase of about 17.1%[17] Research and Development - The company incurred research and development expenses of ¥32,834,378.24 in the first three quarters of 2025, a decrease from ¥41,604,640.43 in 2024[23] Earnings Per Share - Basic and diluted earnings per share for the third quarter were both ¥0.0002, down 99.79% year-on-year[6] - Earnings per share for the first three quarters of 2025 were ¥0.2121, down from ¥0.3607 in the same period of 2024[25]

Core Viewpoint - The logistics sector in A-shares experienced a short-term surge, with notable increases in stock prices for several companies [2] Group 1: Company Performance - New Ning Logistics saw a rise of over 5% in its stock price [2] - Yinfei Storage increased by more than 2% [2] - Other companies such as Zhongchu Logistics and Changjiu Logistics also followed with price increases [2]