证券日报网讯 11月24日晚间，海鸥股份发布公告称，2025年11月24日，公司收到中国证券登记结算有 限责任公司出具的《证券过户登记确认书》，公司回购专用证券账户中持有的8，075，000股标的股票 已通过非交易过户形式过户至"江苏海鸥冷却塔股份有限公司－2025年员工持股计划"证券账户，过户价 格为5.54元/股。截至本公告披露日，公司2025年员工持股计划证券账户持有公司股份8，075，000股， 约占公司总股本的比例为2.6154%。 （文章来源：证券日报） ...

证券代码：603269 证券简称：海鸥股份 公告编号：2025-061 江苏海鸥冷却塔股份有限公司 关于2025年员工持股计划非交易过户完成的公告 根据公司《2025年员工持股计划》的相关规定，本员工持股计划的存续期为 48个月，自公司公告最后一笔标的股票过户至本员工持股计划名下之日起计算。 本员工持股计划所获标的股票，均自公司公告最后一笔标的股票非交易过户至本 员工持股计划名下之日起12个月、24个月、36个月且满足本员工持股计划约定的 解锁条件后，开始分期解锁，每期解锁的标的股票比例分别为30%、30%、40%。 各年度具体解锁比例和数量根据持有人考核结果计算确定。 江苏海鸥冷却塔股份有限公司（以下简称"公司"）于2025年9月15日召开的 第九届董事会第十四次会议和2025年10月13日召开的2025年第二次临时股东会， 审议通过了《关于<江苏海鸥冷却塔股份有限公司2025年员工持股计划（草案）> 及其摘要的议案》《关于<江苏海鸥冷却塔股份有限公司2025年员工持股计划管理 办法>的议案》《关于提请股东会授权董事会办理公司2025年员工持股计划相关事 项的议案》，同意公司实施2025年员工持股计划（以下 ...

证券代码：603269 证券简称：海鸥股份 公告编号：2025-060 江苏海鸥冷却塔股份有限公司 关于召开 2025 年第三季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 11 月 27 日（星期四）10:00-11:00 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 投资者可于 2025 年 11 月 20 日（星期四）至 11 月 26 日（星期三）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 liuli@seagull-ct.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。 江苏海鸥冷却塔股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果 ...

证券日报网讯海鸥股份11月17日在互动平台回答投资者提问时表示，工业冷却塔属于"非标"产品，需按 照客户要求设计生产，产品技术差异大，生产安装环节多，同时发货、调试、验收受客户总体工程进度 制约，所以从投产至验收周期较长。行业内普遍采用质量保证金制度，质量保证金在质保期结束后才可 收回。公司不断提高应收账款的管理水平，已建立严格的应收账款催收管理制度。2025年1月-9月份公 司经营活动产生的现金流量净额为2.49亿元，经营情况良好。此外，公司客户主要为资信状况良好、综 合实力较强的大型企业集团，账款可回收性有一定的保障。 （文章来源：证券日报） ...

每经AI快讯，有投资者在投资者互动平台提问：冷却塔在储能领域运用有哪些？ 海鸥股份（603269.SH）11月17日在投资者互动平台表示，冷却塔可以运用于储能领域。 （文章来源：每日经济新闻） ...

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [6] Core Views - The company's performance is driven by an increase in gross margin, leading to steady growth in earnings. The employee stock ownership plan reflects confidence in future development [6] - The company reported a revenue of 1.219 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 10.68%, with a net profit attributable to shareholders of 51.23 million yuan, up 25.10% year-on-year [9] - The company plans to repurchase shares worth between 60 million to 120 million yuan for the employee stock ownership plan, which will account for 1.60% to 3.20% of the total share capital [9] Financial Performance Summary - Revenue for 2025 is projected to be 1.823 billion yuan, with a year-on-year growth rate of 14.01% [8] - Net profit for 2025 is expected to be 109 million yuan, with a year-on-year growth rate of 14.05% [8] - The gross margin for the first three quarters was 27.44%, an increase of 3.56 percentage points year-on-year [9] - The company’s total market capitalization is approximately 3.739 billion yuan [4] Earnings Forecast and Valuation - The forecasted net profit for 2025-2027 is 109 million yuan, 127 million yuan, and 151 million yuan respectively, corresponding to a PE ratio of 34X, 29X, and 25X based on the stock price as of November 4 [7] - The company’s return on equity (ROE) is expected to increase from 10.02% in 2025 to 12.36% in 2027 [8]

Group 1 - The company has approved a share repurchase plan with a total fund of no less than RMB 60 million and no more than RMB 120 million, to be executed within 12 months from the board's approval date [1][3] - The maximum repurchase price was adjusted from RMB 17 per share to RMB 11.93 per share due to corporate actions such as dividend distribution and capital reserve conversion [1][3] - As of the end of October 2025, the company has repurchased a total of 8,842,464 shares, accounting for 2.8639% of the total share capital, with a total expenditure of approximately RMB 100.09 million [3][4] Group 2 - The company will continue to make repurchase decisions based on market conditions and will fulfill its information disclosure obligations in a timely manner [5]

Core Points - On November 3rd, the company announced that it did not conduct any share repurchase in October 2025 [2] Company Summary - The company, 海鸥股份, has officially stated that there were no share buybacks executed during the month of October in the year 2025 [2]

证券代码：603269 证券简称：海鸥股份 公告编号：2025-059 编号：2025-033）。 二、回购股份的进展情况 江苏海鸥冷却塔股份有限公司 关于以集中竞价交易方式回购股份的进展公告 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： | 回购方案首次披露日 | 2025/4/29，由董事会提议 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 2025 4 | 4 | 月 | 28 | 日~2026 | 年 | 月 | 日 24 | | 预计回购金额 | 6,000万元~12,000万元 | | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | | 累计已回购股数 | 8,842,464股 | | | | | | | | | ...

Core Viewpoint - The company, Seagull Co., Ltd. (603269.SH), reported its Q3 2025 financial results, showing a total revenue of 1.219 billion yuan and a net profit attributable to shareholders of 51.2269 million yuan, indicating a stable financial performance in the current fiscal year [1][2]. Financial Performance - Total revenue for the company reached 1.219 billion yuan [2]. - The net profit attributable to shareholders was 51.2269 million yuan [2]. - The net cash inflow from operating activities amounted to 249 million yuan [2]. Financial Ratios - The latest debt-to-asset ratio is 72.88%, ranking 201st among disclosed peers, with an increase of 4.24 percentage points from the previous quarter and 2.91 percentage points from the same period last year [4]. - The latest gross profit margin stands at 27.44% [4]. - The return on equity (ROE) is reported at 5.38% [4]. Earnings Per Share - The diluted earnings per share (EPS) is 0.17 yuan, ranking 122nd among disclosed peers [5]. Asset Management - The total asset turnover ratio is 0.35 times [6]. - The inventory turnover ratio is 0.76 times, ranking 187th among disclosed peers [6]. Shareholder Structure - The number of shareholders is 25,400, with the top ten shareholders holding a total of 124 million shares, accounting for 40.03% of the total share capital [6]. - The largest shareholder is Wu Zhuping, holding 13.16% of the shares [6].