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]

证券代码：603066 证券简称：音飞储存 公告编号：2025-038 南京音飞储存设备（集团）股份有限公司 关于股东股份被司法标记的公告 南京音飞储存设备（集团）股份有限公司董事会 2025 年 10 月 14 日 公司于近期获悉股东金跃跃先生所持有本公司的股份被司法标记，具体情况 如下： | 股东名 | 冻结/标记股 | 占其所 | 占公司 | 冻结/标记 | 冻结/标 | 冻结/标 | 冻结 | 冻结 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 称 | 份数量 | 持股份 | 总股本 | 股份是否为 | 记 | 记 | 申请人 | 原因 | | | （股） | 比例 | 比例 | 限售股 | 起始日 | 到期日 | | | | 金跃跃 | 25,664,190 | 90.97% | 8.72% | 否 | | | 南京市 | | | | | | | | 2025.10 | 2028.10 | 雨花台 | 司法 | | | | | | | .10 | .09 | 区人民 | 标记 | | | | | | | | | 法院 | | ...

Group 1: Market Trends - After the Federal Reserve's September meeting, investors reduced their short positions on the US dollar, with speculative net short positions decreasing from 12,900 to 10,400 contracts, a reduction of 2,500 contracts, representing a decline of 7.9% in total positions[10] - In Q2 2025, the debt leverage ratio across various sectors in the US fell, with household debt leverage dropping to 68.8%, the lowest since Q3 1999[11] - The ratio of US household net wealth to disposable income increased to 7.8 times, reaching the highest level since Q3 2024, with net wealth rising to $176.3 trillion[15] Group 2: Investment Insights - As of July 2025, foreign investors held a record $9.16 trillion in US Treasury securities, an increase of $32 billion from June[16] - US pension funds increased their equity holdings by $900 billion in Q2 2025, bringing total equity holdings to $8.9 trillion[21] - The equity risk premium (ERP) for the CSI 300 index was 4.3% as of September 26, 2025, indicating potential for valuation uplift compared to historical averages[22] Group 3: Economic Indicators - The forward arbitrage return for China's 10-year government bonds was 31 basis points as of September 26, 2025, up 61 basis points from December 2016[27] - The copper-gold price ratio fell to 2.7, while the offshore RMB exchange rate rose to 7.1, indicating diverging signals in demand dynamics[34] - The total return ratio of domestic stocks to bonds in China was 28.2, above the average level of the past 16 years, suggesting enhanced attractiveness of equity assets[36]

证券代码：603066 证券简称：音飞储存 公告编号：2025-037 南京音飞储存设备（集团）股份有限公司 2025年第一次临时股东会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东会召开的时间：2025 年 9 月 15 日 (二)股东会召开的地点：江苏南京江宁经济技术开发区殷华街 470 号三楼会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 126 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 155,601,946 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 52.8934 | (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次会议由董事会召集，刘子力先生主持，会议对议案进行了审议，采用现 场投票和网络投票相结合的方式进行表决。会议的召集、召 ...

PARTNERS 司仁律师事务所 江 苏 世 纪 同 仁 律 师 事 务 所 关于南京音飞储存设备(集团) 股份有限公司 2025 年第一次临时股东会的法律意见书 南 京 市 建 邺 区 贤 坤 路 江 岛 智 立 方 Ｃ 座 ４ 层 邮 编： 210019 电 话： +86 25-83304480 传真： +86 25-83329335 根据《中华人民共和国公司法》《中华人民共和国证券法》和中国证监会《上 市公司股东会规则》等法律、法规和规范性文件以及《公司章程》的规定,本所 受贵公司董事会的委托,指派本所律师出席贵公司 2025年第一次临时股东会, 并就本次股东会的召集、召开程序、出席会议人员资格、召集人资格、表决程序 以及表决结果的合法有效性等事项出具法律意见。 法律意见书 音飞储存 关于南京音飞储存设备(集团)股份有限公司 为出具本法律意见书,本所律师对本次股东会所涉及的有关事项进行了审查, 查阅了本所律师认为出具法律意见所必须查阅的文件,并对有关问题进行了必要 的核查和验证。 本所律师同意将本法律意见书随贵公司本次股东会决议一并公告,并依法对 本法律意见书承担相应的责任。 江苏世纪同仁律师事务所 2 ...

Group 1 - The company held a half-year performance briefing on September 9, 2025, to discuss its operational results and financial status with investors [1][2] - The main reasons for the year-on-year revenue decline include project handover gaps and new projects not yet entering the revenue recognition stage [2] - The company aims to stabilize its overall operational situation by promoting technological innovation, market expansion, and enhancing cost control and operational efficiency [2] Group 2 - The company reported a year-on-year decrease in R&D investment but emphasized that its R&D advantages remain a core competitive strength [3] - The company is focused on the intelligent logistics equipment sector, serving various industries, and believes that fluctuations in downstream industry cycles have a minimal impact on its operations [4] - The company has developed several self-researched products, including shuttle cars, stackers, AGVs, aerial handling robots, and auxiliary robots [5] Group 3 - The company has strong bargaining power with upstream steel suppliers due to its large procurement volume, which helps mitigate the impact of rising steel prices on gross margins [6] - The company's precision shelving products and shuttle cars are recognized brands, and it is noted for its leading position in the global intelligent logistics field [8] - Future growth points for the company include collaboration with its controlling shareholder in digital manufacturing and cultural tourism, as well as international market expansion [8]

南京音飞储存设备（集团）股份有限公司 2025 年第一次临时股东大会会议资料 南京音飞储存设备（集团）股份有限公司 2025 年第一次临时股东大会 会议资料 二〇二五年九月 南京音飞储存设备（集团）股份有限公司 2025 年第一次临时股东大会会议资料 南京音飞储存设备（集团）股份有限公司 2025 年第一次临时股东大会会议议程 一、会议时间： 1、现场会议召开时间：2025 年 9 月 15 日 10 时 2、网络投票时间：2025 年 9 月 15 日，采用上海证券交易所网络投票系统， 通过交易系统投票平台的投票时间为股东大会召开当日的交易时间段，即 9:15-9:25、9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东 大会召开当日的 9:15-15:00。 二、现场会议地点：南京江宁经济技术开发区殷华街 470 号公司三楼会议室 三、会议召开方式：现场投票与网络投票相结合 四、股权登记日：2025 年 9 月 9 日 五、会议登记日：2025 年 9 月 11 日和 9 月 12 日上午 9：00—11：30，下午 2： 00—5：00； 六、会议主持人：董事长刘子力先生 ...

证券代码：603066 证券简称：音飞储存 公告编号：2025-036 南京音飞储存设备（集团）股份有限公司 关于2025年半年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 09 月 09 日上午 10：00-11：30，在同花顺路演平台（网址： 问题 3：新能源、半导体等领域需求是否放缓了？未来如何应对周期风险？ 答：公司一直在深耕智能物流成套装备领域，服务于新能源、食品冷链、纸 制品、跨境电商、服装纺织、医疗医药、电子电器、半导体、高技术陶瓷、汽车 零部件、食品饮料、新材料等行业。单一下游行业的周期性波动对于公司影响较 小。 https://board.10jqka.com.cn/rs/pc/detail?roadshowId=1010621）召开了音 飞储存 2025 年半年度业绩说明会。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 ...