Group 1 - Company Seagull Co., Ltd. reported a revenue of approximately 1.219 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 10.68% [1] - The net profit attributable to shareholders of the listed company was approximately 51.23 million yuan, reflecting a year-on-year increase of 25.1% [1] - Basic earnings per share were 0.17 yuan, which is a year-on-year increase of 30.77% [1] Group 2 - As of the report date, Seagull Co., Ltd. has a market capitalization of 4.3 billion yuan [2]

Core Viewpoint - The company reported a year-on-year increase in both total revenue and net profit for the first three quarters of 2025, indicating positive financial performance and growth potential [1] Financial Performance - Total revenue for the first three quarters reached 1.219 billion yuan, representing a year-on-year growth of 10.68% [1] - Net profit attributable to shareholders of the parent company was 51.2269 million yuan, showing a year-on-year increase of 25.1% [1] - Basic earnings per share stood at 0.17 yuan [1]

Core Insights - The company reported a revenue of 1,218,723,169.21 yuan for the first three quarters of 2025, representing a year-on-year growth of 10.68% [2] - The net profit attributable to shareholders of the listed company was 51,226,886.66 yuan, showing a year-on-year increase of 25.10% [2] Financial Performance - Revenue for the first three quarters of 2025 reached approximately 1.22 billion yuan, indicating a positive growth trend compared to the previous year [2] - The net profit for the same period was around 51.23 million yuan, reflecting a significant increase in profitability year-on-year [2]

Financial Performance - The company's operating revenue for Q3 2025 was CNY 444,078,705.66, a decrease of 2.51% compared to the same period last year[4] - The total profit for Q3 2025 reached CNY 33,015,777.90, an increase of 44.92% year-on-year[4] - The net profit attributable to shareholders for Q3 2025 was CNY 16,345,766.22, reflecting a year-on-year increase of 24.65%[4] - The increase in total profit for the year-to-date period was driven by revenue growth and improved project margins, with a year-to-date profit increase of 39.13%[9] - Net profit for the first three quarters of 2025 was ¥53,440,846.50, compared to ¥40,764,261.94 in 2024, representing a growth of 31.2%[22] - The company's operating profit increased to ¥76,883,778.78 from ¥55,205,543.19, marking a year-over-year increase of 39.2%[22] Cash Flow - The net cash flow from operating activities for Q3 2025 was CNY 247,282,834.25, up 61.61% compared to the same period last year[5] - The company experienced a significant increase in cash flow due to higher receipts from customers compared to the previous year[11] - Cash inflow from operating activities for the first three quarters of 2025 reached ¥1,501,784,655.07, a significant increase from ¥986,210,908.66 in the same period of 2024, representing a growth of approximately 52%[27] - Net cash flow from operating activities for the first three quarters of 2025 was ¥248,877,664.40, compared to ¥205,377,489.28 in 2024, indicating an increase of about 21%[27] - The cash and cash equivalents at the end of the third quarter of 2025 amounted to ¥794,436,548.51, compared to ¥541,418,580.17 at the end of the same period in 2024, marking an increase of about 47%[28] Assets and Liabilities - The total assets at the end of Q3 2025 amounted to CNY 3,652,346,563.32, representing a 6.99% increase from the end of the previous year[5] - Total assets as of the reporting date were ¥3,652,346,563.32, compared to ¥3,413,609,353.83, reflecting a growth of 7%[18] - Total liabilities increased to ¥2,661,883,083.48 from ¥2,337,880,339.95, representing a rise of 13.9%[18] - The company's total non-current assets reached ¥576,159,826.05, up from ¥551,147,826.39, indicating a growth of 4.5%[18] Shareholder Information - Total shareholders at the end of the reporting period reached 25,369[13] - The top 10 shareholders hold a combined 40.84% of the shares, with the largest shareholder, Wu Zhuping, owning 13.16%[13] - 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 ¥100.09 million[14] - The company has established a joint action agreement between major shareholders to ensure stable management and operational strategies[14] - The company continues to focus on maintaining a strong cooperative relationship among major shareholders to support its operational stability and growth[14] Operational Costs - Total operating costs amounted to ¥1,127,165,783.17, up from ¥1,049,189,772.42, reflecting a rise of 7.4% year-over-year[22] - Cash paid for purchasing goods and services in the first three quarters of 2025 was ¥802,111,046.46, significantly higher than ¥351,738,849.21 in 2024, indicating an increase of about 128%[27] Tax and Refunds - The company reported a total of CNY 1,414,320.00 in VAT refunds related to the employment of disabled individuals, contributing to financial performance[10] - The company received tax refunds amounting to ¥5,039,627.99 in the first three quarters of 2025, compared to ¥3,155,710.39 in 2024, which is an increase of approximately 60%[27]

Core Viewpoint - The company confirmed that its subsidiary, Suzhou Green Dream, sold a hydrogen production device to Space Exploration Technologies in 2021, indicating a minor collaboration in the hydrogen energy sector [1] Company Summary - The subsidiary involved in the transaction is Suzhou Green Dream [1] - The project with Space Exploration Technologies had a small monetary value [1] Industry Summary - The interaction highlights the company's involvement in the hydrogen energy business, which is gaining attention in the current energy landscape [1]

Group 1 - The company held a half-year performance briefing on October 13, 2025, to discuss its operational results and financial status with investors [1] - The briefing was conducted online, with key executives including the Vice Chairman and President, Secretary of the Board, and independent directors participating [1] Group 2 - Investors inquired about the establishment of a joint venture in Malaysia, JT Green Tech Sdn Bhd, aimed at entering the renewable energy sector, but the company did not have information on this [2][12] - The company’s subsidiary, Suzhou Green Meng Hydrogen Energy Technology Co., Ltd., has moved to a new 80,000 square meter factory, indicating a significant expansion in hydrogen energy equipment manufacturing [2] - The company is focusing on enhancing its talent pool to improve competitiveness as part of its strategic development plan [2] Group 3 - The company reported strong performance from its Thailand subsidiary, with revenue of 16.68 million in 2023 and projected revenue of 180 million in 2024, despite facing global economic uncertainties [3] - The company is actively expanding its overseas market presence, particularly in Malaysia, Singapore, Vietnam, Indonesia, Australia, and Dubai [3] Group 4 - The company has participated in nuclear power cooling tower projects, including the Xu Xu Nuclear Power Station, and is progressing according to contractual agreements [4] - The company’s cooling tower brand TRUWATER has secured projects with local data centers, although revenue from this sector remains relatively small [3][4] Group 5 - The company’s cooling towers have received FM certification, which enhances their international competitiveness, particularly for data center tenders [4] - The company is planning to strengthen its public relations and marketing efforts to promote its cooling tower products and achievements [4]

证券代码：603269 证券简称：海鸥股份 公告编号：2025-056 江苏海鸥冷却塔股份有限公司 2025 年 9 月 26 日，公司披露了《江苏海鸥冷却塔股份有限公司关于召开 2025 年半年度业绩说明会的公告》（公告编号：2025-053）。本次业绩说明会于 2025 年 10 月 13 日上午 10:00-11:00 以网络互动的形式在上海证券交易所上证 路演中心（网址：https://roadshow.sseinfo.com/）召开，公司副董事长、总裁 吴祝平先生，董事会秘书、财务总监刘立先生，独立董事徐文学先生、沈世娟女 士、别锋锋先生参加了本次说明会并就投资者关注的问题进行了回答。 二、本次业绩说明会投资者提出的主要问题及公司的回复情况 问题 1. 您好！海鸥亚太在马来西亚成立合资公司 JT Green Tech Sdn Bhd， 有意进军新能源产业，希望可以介绍一下该公司的情况，以及公司未来在储能这 块是如何规划的？ 答：尊敬的投资者您好，感谢您对公司的关注。目前没有掌握您所提供的此 信息。谢谢！ 问题 2. 董秘，您好！听说前不久海鸥参股的子公司苏州绿萌氢能科技有限 公司位于苏州的 8000 ...

证券代码：603269 证券简称：海鸥股份 公告编号：2025-057 2025年第二次临时股东会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东会召开的时间：2025 年 10 月 13 日 (二)股东会召开的地点：江苏省常州市武进经济开发区祥云路 16 号江苏海鸥冷 却塔股份有限公司办公楼 3 楼 301 会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 205 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 28,847,372 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 9.3432 | (四)表决方式是否符合《公司法》及《公司章程》的规定，股东会主持情况等。 本次股东会由公司董事会召集，董事长金敖大先生主持，采用现场投票与网络投 票相结合的方式进行表决。本次股东会的召集 ...

2025 年第二次临时股东会之法律意见书 北京浩天律师事务所 关于江苏海鸥冷却塔股份有限公司 致：江苏海鸥冷却塔股份有限公司 北京浩天律师事务所（以下简称"本所"）受江苏海鸥冷却塔股份有限公司（以下 简称"海鸥股份"或"公司"）委托，指派律师出席海鸥股份 2025 年第二次临时股东会（以 下简称"本次股东会"或"本次会议"），并就本次股东会的召集、召开程序、召集人和出 席会议人员资格、表决程序、表决结果的有效性及合法性等事项发表法律意见。 本所依据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共 和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》（以下简称"《股 东会规则》"）、《中国证券登记结算有限责任公司证券持有人大会网络投票业务实施 细则》《上海证券交易所上市公司自律监管指引第 1 号—规范运作》及中华人民共和 国其他相关法律、法规、规章及规范性文件（以下简称"中国法律"）以及海鸥股份《公 司章程》之规定，出具本法律意见书。 为出具本法律意见书，本所律师审查了海鸥股份提供的以下文件，包括： 1、《江苏海鸥冷却塔股份有限公司章程》； 7、本次股东会公司股东表决情况凭证资料； 8 ...

New Stock Listings - New stock "Aomeisen" (920080) listed at an issue price of 8.25 on October 10, 2025[1] - "Shangwei New Materials" (688585) has a tender offer period from September 29 to October 28, 2025[1] Delisting and Trading Alerts - "Zitian Tui" (300280) is in the delisting arrangement period with only 1 trading day remaining[1] - "Pinming Technology" (688109) is experiencing severe abnormal fluctuations[1] Market Updates - Multiple companies including "Kesi Technology" (688788) and "Bory Medical" (688166) have recent announcements related to trading activities[1] - "Ganfeng Lithium" (002460) and "Luoyang Molybdenum" (603993) have also made recent disclosures[1] Additional Information - A total of 30 companies have been highlighted for various trading activities and announcements on October 10, 2025[1] - Links to detailed announcements for each company are provided for further insights[1]