Core Viewpoint - Zhengyu Industrial (603089.SH) expects a significant increase in net profit for the year 2025, with projections ranging from 98 million to 138 million yuan, representing a year-on-year growth of 37.13% to 93.11% [1] Financial Performance - The company anticipates a net profit attributable to shareholders after deducting non-recurring gains and losses to be between 51 million and 76.5 million yuan for 2025 [1] - The release of production capacity is expected to drive a 20% increase in operating revenue compared to the previous year, contributing to overall profit growth [1] Strategic Actions - To enhance asset operation efficiency and improve cash flow, the company has transferred part of its land, factories, and ancillary facilities, which is expected to have a significant positive impact on net profit attributable to shareholders [1] - The combined effect of asset revitalization and production capacity release is projected to lead to a more than 50% increase in net profit attributable to shareholders compared to the same period last year [1]

Financial Performance Forecast - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between 98 million and 138 million CNY, representing a year-on-year increase of 37.13% to 93.11% compared to 71.46 million CNY in the previous year[3]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 51 million and 76.5 million CNY[4]. - The total profit for the previous year was 108.91 million CNY, with a net profit attributable to shareholders of the parent company of 71.46 million CNY[6]. Revenue and Profit Drivers - The company has achieved a revenue increase of approximately 20% year-on-year due to the further release of production capacity[7]. - The increase in net profit is significantly supported by the transfer of certain land, factories, and ancillary facilities to enhance asset operation efficiency and cash flow[7]. Audit and Accuracy of Forecast - The company has not yet had its performance forecast audited by a registered accountant, and no special statement has been issued regarding the appropriateness and prudence of the forecast[8]. - There are no major uncertainties affecting the accuracy of this performance forecast[8]. - The data provided is preliminary and the final financial figures will be disclosed in the official 2025 annual report[9].

Core Viewpoint - The company, Zhengyu Industrial, anticipates a significant increase in net profit for the year 2025, projecting a range of 98 million to 138 million yuan, which represents a year-on-year growth of 37.13% to 93.11% compared to the previous year [1] Financial Projections - The expected net profit attributable to the owners of the parent company for 2025 is estimated to be between 98 million and 138 million yuan [1] - The projected net profit, excluding non-recurring gains and losses, is forecasted to be between 51 million and 76.5 million yuan for the same period [1]

Core Viewpoint - The company plans to purchase machinery and equipment from Taizhou Yuxin Precision Machinery Co., Ltd. for a total price of RMB 44.063 million (excluding VAT), based on assessed market value [1][3][12]. Summary by Sections 1. Overview of Related Transactions - The transaction aims to enhance the company's self-production capabilities for core components, specifically for producing piston rods used in automotive suspension systems [3]. - The purchase price is determined based on an asset evaluation conducted by Kunyuan Asset Appraisal Co., Ltd., with a valuation date of November 30, 2025 [3][8]. 2. Transaction Details - The transaction has been approved by the company's board and relevant committees, with a unanimous vote of 7 in favor [4]. - The transaction does not require shareholder approval as it does not exceed 5% of the company's latest audited net assets [4][19]. 3. Seller Information - Taizhou Yuxin is a subsidiary in which the company holds a 20% stake, and the transaction is treated as a related party transaction for prudence [5]. 4. Asset Information - The assets being purchased include various machinery such as centerless grinders and CNC lathes, which are essential for producing piston rods [6][7]. - The assets have a clear ownership status with no encumbrances or legal disputes affecting the transfer [6]. 5. Financial Information of the Assets - The original value of the assets is RMB 56.3712 million, with accumulated depreciation of RMB 15.7501 million as of the evaluation date [7]. 6. Pricing and Valuation - The transaction price of RMB 44.063 million is based on the asset evaluation and is deemed fair and reasonable, with no discrepancies between the transaction price and the assessed value [12]. 7. Contractual Details - The payment structure includes an initial 20% payment within 5 working days of signing, followed by 30% upon asset delivery and acceptance, and the remaining 50% within three months after delivery [14]. 8. Impact on the Company - The acquisition is expected to improve production efficiency and reduce costs, thereby benefiting the company's financial health without adversely affecting shareholder interests [18]. - The transaction will not lead to management changes or competitive conflicts within the industry [18].

Group 1 - Honghe Technology's main product, electronic-grade glass fiber cloth, is one of the basic materials for PCB [1] - *ST Bio has terminated the planning of a major asset restructuring [1] - Dongpeng Beverage plans to invest 1.1 billion yuan in the "Dongpeng Beverage Chengdu Production Base Project" [1] - AudioFly Storage has won the equipment procurement project for Jingdezhen Art Vocational University [1] - ShenNan Electric A expects a net profit growth of 584.66% to 721.59% year-on-year in 2025 [1] - Shuihui Supermarket plans to sell 28.095% of its stake in Yunjin Technology to Paihui Technology [1] - Hengyi Petrochemical intends to repurchase shares worth 500 million to 1 billion yuan [1] - Mongolian Grass Ecology's actual controller Wang Zhaoming plans to reduce his stake by no more than 2.3311% [1] - Jiangsu Yinglian Recycled Fluid has signed a "Joint Laboratory Strategic Agreement" with LG Chem [1] - Lizhong Group has received a fixed-point notification for an aluminum alloy wheel project from a client [1] Group 2 - Hengyi Petrochemical plans to repurchase shares worth 500 million to 1 billion yuan [2] - Yinglian shares' subsidiary has signed a "Joint Laboratory Strategic Agreement" with LG Chem [2] - Yunyi Electric plans to repurchase shares worth 100 million to 150 million yuan [2] - Xiduan Pharmaceutical intends to repurchase shares worth 25 million to 50 million yuan [2] - Junchen Technology's controlling partner plans to reduce its stake by no more than 2.94% [2] - Green Alliance Technology's cybersecurity fund plans to reduce its stake by no more than 3% [2] - Mongolian Grass Ecology's actual controller Wang Zhaoming plans to reduce his stake by no more than 2.3311% [2] - Yunyi Electric's chairman and general manager Fu Hongling plans to increase his stake by 30 million to 60 million yuan [2] - Lizhong Group has received a fixed-point notification for an aluminum alloy wheel project from a client [2]

2026 年 1 月 20 日 | 报告编码: | 3333020001202600052 | | --- | --- | | 合同编号: | H-HZ25-001624 | | 报告类型: | 法定评估业务资产评估报告 | | 报告文号: | 坤元评报(2026) 24号 | | 报告名称: | 浙江正裕工业股份有限公司拟收购台州玉信精密机械有限公司部 分资产价值评估项目资产评估报告 | | 评估结论: | 44,063,000.00元 | | 评估报告日: | 2026年01月20日 | | 评估机构名称: | 坤元资产评估有限公司 | | 签名人员: | 潘华锋 (资产评估师) 正式会员 编号:33050001 | | | 马龙 (资产评估师) 正式会员 编号:33180024 | | | 潘华锋、马龙已实名认可 | 本资产评估报告依据中国资产评估准则编制 浙江正裕工业股份有限公司拟收购 台州玉信精密机械有限公司 部分资产价值评估项目 资 产 评 估 报 告 坤元评报〔2026〕24 号 （共一册 第一册） 坤元资产评估有限公司 | 声 | 明 1 | | | --- | --- | --- | | | ...

证券代码：603089 证券简称：正裕工业 公告编号：2026-002 关于购买资产暨关联交易的公告 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。 重要内容提示： 浙江正裕工业股份有限公司（以下简称"公司"）拟向台州玉信精密机 械有限公司（以下简称"台州玉信"）购买机器设备等资产，本次交易依据经 评估的市场价值定价，交易价格为人民币 4,406.30 万元（不含增值税）。 交易实施尚需履行的审批及其他相关程序：本次关联交易未达到股东大 会审议标准,也不需要经过其他相关部门批准。 截至本公告披露之日，过去 12 个月内，除本次关联交易和前期已经股 东会审议通过的日常关联交易预计外，公司与台州玉信发生的应纳入累计计算 范围的交易累计 2 次，累计金额为 299.78 万元。过去 12 个月内，公司与其他 关联人均不存在资产购买类交易。 本次交易存在新增折旧费用影响利润的风险以及因市场波动、经济环境 影响带来的资产减值风险。 一、关联交易概述 （一）本次交易的基本情况 1、本次交易概况 台州玉信是公司参股子公司，公司持有其 20% ...

格隆汇1月22日丨正裕工业(603089.SH)公布，为提高核心部件自主化生产能力，降低由于采购活塞杆产 生的关联交易金额，公司拟以自有资金购买台州玉信的机器设备等资产，用于生产汽车悬架系统减震器 所需的活塞杆。本次交易以坤元资产评估有限公司（以下简称"坤元评估"）的资产评估结果为定价依 据，以2025年11月30日为评估基准日，确认购买价格合计为人民币4,406.30万元（不含增值税）。台州 玉信于2026年1月22日与公司就本次交易签署了《资产购买协议》。 ...

正裕工业公告称，公司拟以自有资金4406.30万元（不含增值税）向参股子公司台州玉信购买机器设备 等资产，用于生产汽车悬架系统减震器所需的活塞杆。公司持有台州玉信20%股权。本次交易已通过董 事会审议，未达股东会审议标准，无需相关部门批准。过去12个月内，除日常关联交易，公司与台州玉 信累计交易金额299.78万元。交易存在新增折旧费用影响利润及资产减值风险。 ...

格隆汇1月22日丨正裕工业(603089.SH)公布，为提高核心部件自主化生产能力，降低由于采购活塞杆产 生的关联交易金额，公司拟以自有资金购买台州玉信的机器设备等资产，用于生产汽车悬架系统减震器 所需的活塞杆。本次交易以坤元资产评估有限公司（以下简称"坤元评估"）的资产评估结果为定价依 据，以2025年11月30日为评估基准日，确认购买价格合计为人民币4,406.30万元（不含增值税）。台州 玉信于2026年1月22日与公司就本次交易签署了《资产购买协议》。 ...