每经AI快讯，云中马（SH 603130，收盘价：38.89元）8月30日发布公告称，截至本公告披露日，公司 对子公司提供的担保余额约为5.15亿元，均为公司年度担保预计额度内发生的担保，占公司最近一期经 审计净资产的38.71%，公司及公司子公司不存在向全资子公司以外的其他对象提供担保的情形，不存 在逾期担保的情况。 2024年1至12月份，云中马的营业收入构成为：制造业占比99.6%，其他业务占比0.4%。 每经头条（nbdtoutiao）——近120个品牌、1600辆车逐鹿西南！下半年国内首个A级车展开幕：新能 源"第三极"将改写车市格局 （记者 胡玲） ...

证券代码：603130 证券简称：云中马 公告编号：2025-032 浙江云中马股份有限公司 关于为全资子公司提供担保的公告 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： 担保对象及基本情况 | | | 被担保人名称 | 丽水云中马贸易有限公司 （以下简称"云中马贸易"） | | | --- | --- | --- | --- | --- | | | | 本次担保金额 | 4,225.00 | 万元 | | 担 保 象 | 对 | 实际为其提供的担保余额 | 51,473.90 | 万元（包含此次担保） | | | | 是否在前期预计额度内 | 是 □否 | □不适用：_________ | | | | 本次担保是否有反担保 | □是 否 | □不适用：_________ | 在上述《最高额不可撤销担保书》项下，2025 年 8 月 19 日实际发生担保金 额 900.00 万元，前述担保不存在反担保。 2.2024 年 9 月 12 日，公司与上海浦东发展银行股份有限公司丽水青田支行 签订《最高额保证合 ...

会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 证券代码：603130 证券简称：云中马 公告编号：2025-031 浙江云中马股份有限公司 关于召开2025年半年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： 会议召开时间：2025 年 09 月 09 日(星期二) 13:00-14:00 投资者可于 2025 年 09 月 02 日(星期二)至 09 月 08 日(星期一) 16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过 公司邮箱（yzm@yzmgf.com）进行提问。公司将在说明会上对投资者 普遍关注的问题进行回答。 浙江云中马股份有限公司（以下简称"公司"）已于 2025 年 08 月 27 日发布公司 2025 年半年度报告。为便于广大投资者更全面深入 地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 09 月 09 日（星期二）13:0 ...

Core Viewpoint - Yunzhongma (603130) reported mixed financial results for the first half of 2025, with revenue growth but a significant decline in net profit compared to the previous year [1] Financial Performance - Total revenue for the first half of 2025 reached 1.245 billion yuan, an increase of 2.17% year-on-year [1] - Net profit attributable to shareholders was 35.76 million yuan, a decrease of 30.46% year-on-year [1] - In Q2 2025, total revenue was 659 million yuan, down 1.81% year-on-year, while net profit was 25.41 million yuan, down 6.95% year-on-year [1] Key Financial Ratios - Gross margin stood at 8.21%, a decline of 21.75% year-on-year [1] - Net margin was 2.87%, down 31.94% year-on-year [1] - Total expenses (selling, administrative, and financial) amounted to 41.51 million yuan, representing 3.33% of revenue, an increase of 7.74% year-on-year [1] Balance Sheet Highlights - Cash and cash equivalents increased to 623 million yuan, up 7.74% year-on-year [1] - Accounts receivable rose to 478 million yuan, a 9.31% increase year-on-year, with accounts receivable to net profit ratio at 475.86% [1][2] - Interest-bearing debt increased to 1.175 billion yuan, a rise of 12.17% year-on-year [1] Earnings Per Share - Earnings per share (EPS) decreased to 0.26 yuan, down 29.73% year-on-year [1] - Operating cash flow per share was -0.72 yuan, an improvement of 50.96% year-on-year [1] Return on Investment - The company's return on invested capital (ROIC) for the previous year was 4.88%, indicating weak capital returns [1] - Historical median ROIC since listing is 17.57%, suggesting that the company has had better investment returns in the past [1]

Group 1 - The core viewpoint of the news is that Yunzhongma has seen an increase in shareholder accounts and stock price performance, indicating positive market sentiment [1][2]. - As of June 30, 2025, the number of shareholders for Yunzhongma reached 13,567, an increase of 1,030 accounts or 8.22% compared to March 31, 2025 [1][2]. - The average shareholding value per account for Yunzhongma is 299,100 yuan, which is higher than the industry average of 259,300 yuan [1][2]. Group 2 - From March 31, 2025, to June 30, 2025, Yunzhongma's stock price increased by 15.81%, coinciding with the increase in shareholder accounts [1][2]. - During the same period, the net inflow of main funds into Yunzhongma was 47.516 million yuan, while retail investors contributed a net inflow of 51.776 million yuan [2]. - The average number of shares held per account decreased from 11,000 shares to 10,100 shares during the same timeframe [1][2].

Core Viewpoint - Zhejiang Yunzhongma Co., Ltd. reported a slight increase in revenue but a significant decrease in profit for the first half of 2025, indicating challenges in the industry and economic environment [1][6]. Financial Performance - The company achieved operating revenue of CNY 1,245,189,242.30, a 2.17% increase compared to the same period last year [3][6]. - Total profit amounted to CNY 39,544,822.43, reflecting a 30.88% decrease year-on-year [3][6]. - Net profit attributable to shareholders was CNY 35,763,312.94, down 30.46% from the previous year [3][6]. - The net cash flow from operating activities was negative at CNY -99,115,559.77, an improvement from CNY -202,102,988.97 in the previous year [3][6]. Industry Overview - The textile industry is experiencing a stable yet challenging environment, with a demand index of 54.6, indicating moderate growth [6][7]. - The domestic and international demand for industrial textiles, including leather base fabrics, is closely linked to the performance of downstream consumer goods sectors [6][7]. - The export value of industrial textiles in China reached USD 21.47 billion in the first half of 2025, with a year-on-year growth of 2.8% [6][7]. Company Operations - The company focuses on the research, production, and sales of knitted leather base fabrics, which are essential raw materials for synthetic leather [6][7]. - The production of leather base fabrics reached 114,880 tons, a 6.63% increase compared to the previous year [7][8]. - The company has implemented smart production upgrades and green low-carbon transformation strategies to enhance operational efficiency and reduce costs [7][9]. Competitive Advantages - The company holds a leading position in the knitted leather base fabric industry, benefiting from scale advantages and strong brand recognition [10][11]. - Continuous innovation in production processes, such as the development of wet-laid leather base fabric technology, has strengthened the company's competitive edge [11][12]. - The company emphasizes environmental sustainability, having received ISO14001 certification and recognition as a water-saving benchmark unit in Zhejiang Province [12][13].

Core Viewpoint - Zhejiang Yunzhongma Co., Ltd. reported a decrease in total assets and net profit for the first half of 2025, indicating potential challenges in financial performance despite a slight increase in operating revenue [1]. Financial Summary - Total assets at the end of the reporting period were approximately CNY 2.84 billion, a decrease of 6.44% compared to the end of the previous year [1]. - Operating revenue for the reporting period was approximately CNY 1.25 billion, reflecting a year-on-year increase of 2.17% [1]. - Total profit amounted to approximately CNY 39.54 million, down 30.88% from the previous year [1]. - Net profit attributable to shareholders was approximately CNY 26.92 million, a decrease of 38.74% compared to the same period last year [1]. - The net cash flow from operating activities was negative at approximately CNY -99.12 million, showing an improvement from CNY -202.10 million in the previous year [1]. Shareholder Information - The total number of shareholders at the end of the reporting period was 13,567 [1]. - Major shareholders include Ye Fuzhong with 45.22% ownership and Ye Chengjie with 14.59% ownership, indicating a concentrated ownership structure [3].

浙江云中马股份有限公司2025 年半年度报告 公司代码：603130 公司简称：云中马 浙江云中马股份有限公司 2025 年半年度报告 1 / 186 浙江云中马股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人叶福忠、主管会计工作负责人刘雪梅及会计机构负责人（会计主管人员）刘雪 梅声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的公司未来计划、发展战略等前瞻性描述，不构成公司对投资者的实质性承诺， 敬请广大投资者注意防范投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大 ...

Group 1 - The core viewpoint of the news is that Zhejiang Yunzhongma Co., Ltd. has experienced a decline in stock price and profitability, indicating potential challenges ahead for the company [1][3] - As of August 15, 2025, the company's stock closed at 42.99 yuan, down 4.47%, with a turnover rate of 20.18% and a trading volume of 103,000 hands, amounting to 441 million yuan [1] - The latest quarterly report shows total operating revenue of 586 million yuan, a year-on-year increase of 7.04%, while net profit attributable to shareholders decreased by 57.09% to 10.35 million yuan [1] Group 2 - The company has a current ratio of 1.161 and a quick ratio of 1.036, indicating its liquidity position [1] - The debt-to-asset ratio stands at 55.24%, suggesting a moderate level of financial leverage [1] - Zhejiang Yunzhongma has made investments in 6 companies and participated in 28 bidding projects, showcasing its active engagement in business expansion [2]

Group 1 - The textile manufacturing sector experienced a decline of 0.16% on August 12, with Yingfeng Co. leading the drop [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] - Key stocks in the textile manufacturing sector showed varied performance, with Guqi New Material rising by 1.43% to a closing price of 24.77 [1] Group 2 - Yingfeng Co. saw a significant decline of 4.80%, closing at 7.74, with a trading volume of 284,000 shares [2] - The textile manufacturing sector experienced a net outflow of 153 million yuan from main funds, while retail investors contributed a net inflow of 133 million yuan [2] - The trading volume for major stocks in the textile sector varied, with notable transactions including 610,000 shares for Guqi New Material, generating a turnover of 152 million yuan [1][2]