桂林福达股份有限公司 2025 年第三季度报告 证券代码：603166 证券简称：福达股份 桂林福达股份有限公司 2025 年第三季度报告 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： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，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。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比上 | | 年初至报告期末 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 年同期增减变 | 年初至报告期末 | 比上年同期增减 | | | | 动幅度(%) | | 变动幅度(%) | | 营业收入 | 476,462,022.05 | 21.90 | 1,413,276,023.27 | 27.32 | ...

智通财经APP讯，福达股份(603166.SH)披露2025年第三季度报告，公司前三季度实现营收14.13亿元， 同比增长27.32%;归属于上市公司股东的净利润2.21亿元，同比增长83.27%;扣非净利润2.06亿元，同比 增长77.68%;基本每股收益0.34元。 ...

Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector relative to the market benchmark [3][13]. Core Insights - The report highlights strong sales performance across key companies in the automotive sector, with notable increases in profitability and sales volumes for brands like BYD, Geely, and SAIC [3][4][5]. - The report emphasizes the importance of technological advancements and state-owned enterprise reforms as key drivers for investment opportunities in the automotive industry [3][4]. - The report suggests a focus on companies with strong performance metrics and growth potential, particularly in the context of electric vehicles and smart technology [3][4][5]. Summary by Relevant Sections Company Performance - BYD reported Q3 sales of 1.11 million units, with an estimated profit of approximately 8.5 billion, indicating a recovery in per-vehicle profitability to around 8,000 [3][4]. - Geely's Q3 sales showed a strong increase, particularly in mid-to-high-end models, with expected profits around 3.5 billion [3][4]. - NIO's Q3 sales reached 87,000 units, with a projected loss of about 2.5 billion, although gross margins are expected to improve [3][4]. - SAIC Group's Q3 profits are anticipated to be around 3.5 billion, supported by strong performance in both domestic and overseas markets [5]. - Other companies like Xpeng and Li Auto are also highlighted for their sales growth and strategic partnerships, which may enhance future profitability [7][8]. Investment Recommendations - The report recommends focusing on leading domestic manufacturers such as BYD, Geely, and Xpeng, as well as companies involved in smart technology like JAC Motors and Seres [3][4]. - It also suggests monitoring state-owned enterprises like SAIC and Dongfeng for potential consolidation opportunities [3][4]. - For component manufacturers with strong growth prospects, companies like Fuyao Glass and Silver Wheel are recommended due to their robust performance and international expansion capabilities [3][4][5].

Core Viewpoint - Fuda Co., Ltd. has shown positive financial performance with significant growth in revenue and net profit, alongside active trading activity in its stock, indicating potential investor interest and confidence in the company [1][2][3]. Financing Summary - On October 20, Fuda Co., Ltd. recorded a financing buy amount of 26.23 million yuan, with a net financing purchase of 3.60 million yuan after repayments [1][2]. - The total financing balance as of October 20 is 235 million yuan, representing 2.24% of the company's market capitalization [2]. Business Overview - Fuda Co., Ltd. specializes in the research, production, and sales of automotive components, including engine crankshafts (62.87% of revenue), precision forgings (12.10%), clutches (11.10%), gears (5.61%), and high-strength bolts (2.93%) [2]. - The company was established on December 28, 2000, and went public on November 27, 2014 [2]. Financial Performance - For the first half of 2025, Fuda Co., Ltd. achieved a revenue of 937 million yuan, marking a year-on-year increase of 30.26%, while the net profit attributable to shareholders reached 146 million yuan, up 98.77% year-on-year [2]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 15.28% to 42,800, while the average circulating shares per person increased by 18.04% to 14,930 shares [2]. - The company has distributed a total of 1.20 billion yuan in dividends since its A-share listing, with 242 million yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, notable institutional shareholders include Qianhai Kaiyuan Jiaxin Mixed A, which increased its holdings by 1.32 million shares, and Hai Futong Stock Mixed, which is a new shareholder with 449,860 shares [3].

Group 1 - The core point of the news is that Fuda Co., Ltd. experienced a decline in stock price by 5.34%, trading at 16.50 yuan per share, with a total market capitalization of 10.662 billion yuan as of the report date [1] - Fuda Co., Ltd. is located in Guilin, Guangxi, and was established on December 28, 2000. It was listed on November 27, 2014. The company specializes in the research, production, and sales of automotive components such as engine crankshafts, clutches, spiral bevel gears, and high-strength bolts [1] - The main revenue composition of Fuda Co., Ltd. includes crankshafts (62.87%), precision forgings (12.10%), clutches (11.10%), gears (5.61%), other (supplementary) (5.39%), and high-strength bolts (2.93%) [1] Group 2 - According to data, one fund under China Europe Fund has Fuda Co., Ltd. as a significant holding. The fund, China Europe Shengshi Growth Mixed (LOF) A, increased its holdings by 233,900 shares in the second quarter, bringing the total to 1,209,700 shares, which accounts for 3.42% of the fund's net value [2] - The estimated floating loss for the fund on the report date is approximately 1.125 million yuan [2] - The fund, China Europe Shengshi Growth Mixed (LOF) A, was established on March 30, 2015, with a current scale of 454 million yuan. Year-to-date returns are 24.34%, ranking 3727 out of 8160 in its category [2]

注：占比数均以本公告日公司总股本数、控股股东持股数为基数。 公司近日接到福达集团关于办理部分股份质押解除的通知，具体情况如下： 一、股东股份质押解除情况 近日，福达集团将其质押给桂林银行股份有限公司临桂支行50,240,000股无限售条件流通股股票办理了 质押解除手续。具体如下： 登录新浪财经APP 搜索【信披】查看更多考评等级 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: ●桂林福达股份有限公司（以下简称"公司"）的控股股东福达控股集团有限公司（以下简称"福达集 团"）持有本公司343,134,040股股份，占本公司总股本的53.10%。本次办理质押解除股份50,240,000 股，占其持股总数的14.64%，占公司总股本的7.77%。前述手续办理后，福达集团累计质押股份为 132,120,000股，占其合计持股总数的38.50%，占公司总股本的20.45%。 ● 截至本公告日，福达集团及其一致行动人合计持有公司股份379,114,840股，占公司总股本的58.65%； 除福达集团外，其一致行动人未有质押股 ...

Core Viewpoint - The announcement details the release of a portion of shares pledged by the controlling shareholder, Fuda Holding Group, which may positively impact the company's financial stability and investor confidence [2][4]. Group 1: Share Pledge Release - Fuda Holding Group has released 50,240,000 shares from pledge, which accounts for 14.64% of its total holdings and 7.77% of the company's total shares [2][4]. - After the release, Fuda Group has a total of 132,120,000 shares pledged, representing 38.50% of its total holdings and 20.45% of the company's total shares [2][4]. Group 2: Shareholding Structure - As of the announcement date, Fuda Group and its concerted parties hold a total of 379,114,840 shares, which is 58.65% of the company's total shares [2][4]. - The concerted parties of Fuda Group do not have any pledged shares, maintaining a total pledge of 132,120,000 shares, which is 34.85% of their total holdings and 20.45% of the company's total shares [2][4]. Group 3: Future Disclosure - The company will monitor the share pledge situation and will comply with relevant regulations for timely information disclosure regarding any future changes [5].

（编辑 姚尧） 证券日报网讯 10月14日晚间，福达股份发布公告称，近日，公司的控股股东福达控股集团有限公司将 其质押给桂林银行股份有限公司临桂支行50，240，000股无限售条件流通股股票办理了质押解除手续。 ...

证券代码：603166 证券简称：福达股份 公告编号：2025-064 桂林福达股份有限公司 关于控股股东部分股份质押解除的公告 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: ●桂林福达股份有限公司（以下简称"公司"）的控股股东福达控股集团有 限公司（以下简称"福达集团"）持有本公司 343,134,040 股股份，占本公司总 股本的 53.10%。本次办理质押解除股份 50,240,000 股，占其持股总数的 14.64%， 占公司总股本的 7.77%。前述手续办理后，福达集团累计质押股份为 132,120,000 股，占其合计持股总数的 38.50%，占公司总股本的 20.45%。 ● 截至本公告日，福达集团及其一致行动人合计持有公司股份 379,114,840 股，占公司总股本的 58.65%；除福达集团外，其一致行动人未有质押股份情形。 因此，控股股东及其一致行动人累计质押股份仍为 132,120,000 股，占其合计持 股总数的 34.85%，占公司总股本的 20.45%。 注：占比数均以本公告日公 ...

Core Points - Fuda Co., Ltd. experienced a 5.01% decline in stock price on October 14, closing at 17.45 CNY per share, with a trading volume of 278 million CNY and a turnover rate of 2.40% [1] - The company's stock has fallen for five consecutive days, resulting in a cumulative decline of 12.77% during this period [1] Company Overview - Fuda Co., Ltd. is located in the Yangtang Industrial Park of Guilin, Guangxi Zhuang Autonomous Region, and was established on December 28, 2000, with its IPO on November 27, 2014 [1] - The company specializes in the research, production, and sales of automotive components, including engine crankshafts, automotive clutches, spiral bevel gears, and high-strength bolts [1] - The revenue composition of the company is as follows: crankshafts 62.87%, precision forgings 12.10%, clutches 11.10%, gears 5.61%, others 5.39%, and high-strength bolts 2.93% [1] Fund Holdings - One fund under Dongfang Fund holds a significant position in Fuda Co., Ltd., specifically the Dongfang High-end Manufacturing Mixed A Fund (014699), which held 120,100 shares in the second quarter, accounting for 3.75% of the fund's net value [2] - The fund has incurred a floating loss of approximately 110,500 CNY today and a total floating loss of 323,100 CNY over the five-day decline [2] - The Dongfang High-end Manufacturing Mixed A Fund was established on March 1, 2023, with a latest scale of 32.1948 million CNY, and has achieved a year-to-date return of 13.95% [2]