Core Viewpoint - SenTe Co., Ltd. has shown significant stock performance with a year-to-date increase of 58.53%, reflecting strong market interest and financial growth [1][2]. Financial Performance - For the period from January to September 2025, SenTe achieved a revenue of 2.244 billion yuan, representing a year-on-year growth of 19.05% [2]. - The net profit attributable to the parent company for the same period was 96.2775 million yuan, marking a year-on-year increase of 30.16% [2]. Stock Market Activity - As of November 4, SenTe's stock price was 15.14 yuan per share, with a trading volume of 134 million yuan and a turnover rate of 1.67% [1]. - The company has appeared on the stock market's "龙虎榜" (Dragon and Tiger List) six times this year, with the most recent appearance on September 9 [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for SenTe was 25,700, an increase of 11.60% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 10.39% to 20,978 shares [2]. Dividend Distribution - Since its A-share listing, SenTe has distributed a total of 471 million yuan in dividends, with 80.91 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the seventh largest circulating shareholder, holding 4.8416 million shares, an increase of 1.4981 million shares from the previous period [3].

Core Insights - The company reported a revenue of 2.244 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 19.05% [2] - The net profit attributable to shareholders reached 96.2775 million yuan, an increase of 30.16% compared to the previous year [2] - The net cash flow from operating activities was 94.9988 million yuan, showing a significant rise of 49.81% year-on-year [2] Financial Performance - Revenue for the first three quarters: 2.244 billion yuan, up 19.05% year-on-year [2] - Net profit attributable to shareholders: 96.2775 million yuan, up 30.16% year-on-year [2] - Net cash flow from operating activities: 94.9988 million yuan, up 49.81% year-on-year [2] Business Developments - The company plans to sign two EPC general contracting agreements for solar storage projects, with total contract amounts of 431 million yuan and 543 million yuan respectively [2] - The projects are expected to enhance the company's capabilities in the solar storage sector and improve its core competitiveness [2] - The construction and delivery of these projects will help the company gain experience in the EPC general contracting market across various fields [2]

Core Insights - Sente Co., Ltd. (603098.SH) reported its Q3 2025 results on October 31, 2025, highlighting significant institutional investor interest with a total of 218 million shares held, representing 40.44% of the company's total equity [1] Institutional Holdings - As of October 30, 2025, eight institutional investors disclosed their holdings in Sente Co., Ltd., with a combined shareholding of 218 million shares, which is an increase of 0.35 percentage points compared to the previous quarter [1] - Notable institutional investors include Longi Green Energy Technology Co., Ltd., Beijing Shixing Shengya Investment Co., Ltd., and Xinhua Dou Industrial Group Co., Ltd. [1] Public Fund Holdings - In the current period, two public funds reduced their holdings compared to the previous quarter, specifically Everbright Sunshine Tianli Bond A and Everbright Sunshine Beidouxing 9-Month Holding Bond A, with a slight decrease in their shareholding ratio [1] - A total of 42 public funds did not disclose their holdings this quarter, including Zhuque Hengxin One-Year Holding, Zhuque Enterprise Preferred A, and Zhuque Carbon Neutrality Three-Year Holding [1]

Group 1: Company Announcements - Huayi Technology plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [1] - Changjiang Communication intends to invest approximately 450 million yuan in the "DIAIS Intelligent Equipment R&D and Production Base Project" [1] - Konggang Co., Ltd. has won a contract for the renovation of the Beiguang Communication factory, valued at approximately 91.72 million yuan [1] - Angli Education's Daoyao Culture plans to acquire 100% equity of Shanghai Leyou for 38 million yuan [1] - Tangshan Port expects to achieve a cumulative cargo throughput of 200.7 million tons this year, a year-on-year increase of 3.9% [1] Group 2: Financial Performance - Saisir reported a net profit of 5.312 billion yuan for the first three quarters, a year-on-year increase of 31.56% [2] - Bull Group's net profit for the third quarter was 919 million yuan, a year-on-year decrease of 10.29% [2] - Lixun Precision expects a net profit of 16.518 billion to 17.186 billion yuan in 2025, an increase of 23.59% to 28.59% year-on-year [2] - Zhongji Xuchuang reported a net profit of 7.13 billion yuan for the first three quarters, a year-on-year increase of 90.05% [2] Group 3: Shareholding Changes - Ruisheng Intelligent plans to reduce its shareholding by no more than 3% [2] - Saiwei Microelectronics' Vice President and Weihe Investment plan to reduce their holdings by no more than 1% [3] - Weidao Nano's executive Zhou Ren intends to reduce his holdings by no more than 378,700 shares [3] Group 4: Other Developments - Air China plans to raise no more than 20 billion yuan through a private placement to its controlling shareholder and related parties [3] - Suneng Co., Ltd. has completed the commissioning of the Ulagai 2 unit (1000MW) investment project [3]

Group 1: Company Announcements - Huayi Technology plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [1] - Changjiang Communication intends to invest approximately 450 million yuan in the "DIAIS Intelligent Equipment R&D and Production Base Project" [1] - Konggang Co., Ltd. has won a contract for the renovation of the Beiguang Communication factory, valued at approximately 91.72 million yuan [1] - Angli Education's Daoyao Culture plans to acquire 100% equity of Shanghai Leyou for 38 million yuan [1] - Tangshan Port expects to achieve a cargo throughput of 200.7 million tons this year, a year-on-year increase of 3.9% [1] Group 2: Financial Performance - Saisir reported a net profit of 5.312 billion yuan for the first three quarters, a year-on-year increase of 31.56% [1] - Zhongji Xuchuang's net profit for the first three quarters reached 7.13 billion yuan, a year-on-year growth of 90.05% [2] - Bull Group's net profit for the third quarter was 919 million yuan, a year-on-year decrease of 10.29% [1] - Luxshare Precision expects a net profit of 16.518 billion to 17.186 billion yuan in 2025, a year-on-year increase of 23.59% to 28.59% [1] Group 3: Other Announcements - China National Airlines plans to raise no more than 20 billion yuan through a private placement to its controlling shareholder and related parties [2] - Suneng Co., Ltd. has put into operation the Ulagai 2 unit (1000MW) investment project [2] - Ruisheng Intelligent plans to reduce its holdings by no more than 3% [2]

Core Viewpoint - SenTe Co., Ltd. is a leading enterprise in the domestic metal enclosure industry, focusing on the research, production, and sales of new building materials, along with integrated engineering services [1] Group 1: Business Performance - In Q3 2025, SenTe achieved a revenue of 2.244 billion yuan, ranking 8th in the industry, significantly lower than the top competitor Honglu Steel Structure at 15.917 billion yuan [2] - The revenue composition includes BIPV business at 978 million yuan (60.38%), building metal enclosure systems at 496 million yuan (30.61%), and soil and groundwater environmental remediation at 115 million yuan (7.09%) [2] - The net profit for the same period was 102 million yuan, ranking 5th in the industry, lower than the leading competitors but above the industry median of 89.68 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, SenTe's debt-to-asset ratio was 46.91%, down from 52.16% year-on-year and below the industry average of 56.77%, indicating strong solvency [3] - The gross profit margin was 18.84%, slightly down from 19.38% year-on-year but still above the industry average of 13.40%, reflecting robust profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 11.60% to 25,700, while the average number of shares held per shareholder decreased by 10.39% to 21,000 [5] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the seventh largest, increasing its holdings by 1.4981 million shares [5] Group 4: Executive Compensation - The chairman and general manager, Liu Aisen, received a salary of 600,000 yuan in 2024, unchanged from 2023 [4]

Core Viewpoint - The company Sente Co., Ltd. (603098.SH) announced a significant contract for an EPC project related to a solar storage charging facility in Ordos City, with a total contract value of 542.86 million yuan (including tax) [1] Group 1 - The company is set to sign an EPC general contracting agreement for a 150MWp solar storage charging project [1] - The contract is with Sente Mutual Communication (Dalat Flag) and involves the establishment of a coal-related project [1]

Core Viewpoint - The company Sente Co., Ltd. (603098.SH) announced a significant contract for the EPC general contracting of a 120MWp solar storage charging project in Ordos City, with a total contract value of RMB 431.13 million (including tax) [1] Group 1 - The contract is to be signed with Sente Mutual Communication (Zhungezhuqi) [1] - The project involves solar energy and storage solutions, indicating a focus on renewable energy [1] - The total contract amount reflects a substantial investment in infrastructure development [1]

证券代码：603098 证券简称：森特股份 公告编号：2025-048 森特互通（准格尔旗）是公司与国能互通电子商务有限公司共同（以下 简称"国能互通"）成立的森特互通（鄂尔多斯）新能源科技有限公司（以下简 称"森特互通"）的全资子公司，根据《上海证券交易所股票上市规则》，基于实 质重于形式原则，森特互通（准格尔旗）为公司的关联法人。本次交易构成关联 交易，但不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 本次关联交易已经公司第五届董事会第六次会议审议并通过。根据《上 海证券交易所股票上市规则》和《公司章程》等有关规定，本次关联交易事项尚 需提交公司股东会审议。 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： 森特士兴集团股份有限公司（以下简称"公司"或"承包人"）与森特互 通（准格尔旗）新能源有限公司（以下简称"发包人"或"森特互通（准格尔旗）"） 拟签署《鄂尔多斯市联发物流有限公司 120MWp 光储充项目 EPC 总承包合同》 （以下简称"本合同"、"合同"），合同总金额为人民币 43, ...

证券代码：603098 证券简称：森特股份 公告编号：2025-047 森特士兴集团股份有限公司 关于拟签署《鄂尔多斯市联创煤炭有限责任公司 150MWp 光储充项目 EPC 总承包合同》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个别及连带责任。 重要内容提示： 森特士兴集团股份有限公司（以下简称"公司"或"承包人"）与森特互 通（达拉特旗）新能源科技有限公司（以下简称"发包人"或"森特互通（达拉 特旗）"）拟签署《鄂尔多斯市联创煤炭有限责任公司 150MWp 光储充项目 EPC 总承包合同》（以下简称"本合同"、"合同"），合同总金额为人民币 54,286.04 万元（含税）。 森特互通（达拉特旗）是公司与国能互通电子商务有限公司（以下简称 "国能互通"）共同成立的森特互通（鄂尔多斯）新能源科技有限公司（以下简 称"森特互通"）的全资子公司，根据《上海证券交易所股票上市规则》，基于实 质重于形式原则，森特互通（达拉特旗）为公司的关联法人。本次交易构成关联 交易，但不构成《上市公司重大资产重组管理办法》规定的重大资 ...