Core Points - Daya Co., Ltd. experienced a stock price increase of 2.02% on December 1, reaching 9.60 CNY per share, with a total market capitalization of 3.281 billion CNY [1] - The company has seen a year-to-date stock price increase of 26.48%, with a recent five-day increase of 4.46% and a decline of 4.38% over the past 20 days [1] - Daya Co., Ltd. operates in the mechanical equipment sector, specifically in metal products, and is involved in the research, production, and sales of tire cord steel wire, steel wire for rubber, and other related products [2] Financial Performance - For the period from January to September 2025, Daya Co., Ltd. reported a revenue of 3.778 billion CNY, a year-on-year decrease of 1.60%, while the net profit attributable to shareholders was 23.3752 million CNY, reflecting a significant year-on-year increase of 121.71% [2] - The company has distributed a total of 153 million CNY in dividends since its A-share listing, with 11.8737 million CNY distributed over the last three years [3] Shareholder Information - As of November 20, 2025, Daya Co., Ltd. had 28,000 shareholders, a decrease of 0.67% from the previous period, with an average of 12,207 circulating shares per shareholder, which increased by 0.67% [2] - Notable institutional shareholders include Guotai Junan CSI Steel ETF, which holds 1.7176 million shares, and Everbright's bond fund, which has reduced its holdings by 1.3944 million shares [3]

11月25日，大业股份（603278.SH）在其官网发布消息称，公司摩洛哥项目已全面转入具体实施阶段。 大业股份表示："公司将聚焦钢帘线核心业务，依托自身技术、资源与品牌优势，致力于打造区域领先的标杆项目。此次项目正式实施，是响应国家 '一 带一路' 倡议、深化中摩经贸务实合作的主动实践，更是公司拓展全球业务边界、优化市场布局、构建 '国内国际双循环'发展格局的重要举措，将为公司 注入持续增长的新动能。" 其中，第一阶段完成摩洛哥本地核心团队组建与本地化合规登记；第二阶段聚焦核心业务落地，同步搭建本地化供应链体系与客户服务网络；第三阶段实 现规模化运营，形成 "国内支撑、海外拓展、双向赋能" 的良性发展格局，项目整体计划2027年上半年投产达效。 摩洛哥作为欧非贸易枢纽具有核心区位优势，是连接欧洲、非洲及中东市场的天然桥梁，拥有开放的投资政策、广泛的自贸协定网络与显著的成本竞争 力。 大业股份表示，未来，公司将持续投入优势资源，以摩洛哥项目为战略支点，依托专业的跨境运营能力、中摩两地协同支持体系，严控项目质量与推进节 奏，确保各项实施工作高效落地。 大业股份发布的2025年三季报显示，前三季度公司实现主营收入 ...

Core Insights - The company Daya Co., Ltd. reported that as of November 20, 2025, the number of ordinary shareholders is 27,995 [2] Summary by Category - **Company Information** - Daya Co., Ltd. has a total of 27,995 ordinary shareholders as of the specified date [2] - **Investor Communication** - The company provided this information in response to inquiries from investors on an interactive platform [2]

Core Insights - The company Daya Co., Ltd. reported that as of October 31, 2025, the number of common stock shareholders is 28,183 [2] Summary by Category - **Company Information** - Daya Co., Ltd. has 28,183 common stock shareholders as of the specified date [2]

Core Viewpoint - Daye Co., Ltd. is a leading manufacturer of tire cord steel wire in China, with significant advantages in scale, product, technology, and operations [1] Group 1: Business Performance - In Q3 2025, Daye Co., Ltd. achieved a revenue of 3.778 billion yuan, ranking 6th among 82 companies in the industry [2] - The company's net profit for the same period was 20.87 million yuan, placing it 61st in the industry [2] Group 2: Financial Ratios - As of Q3 2025, Daye Co., Ltd. had a debt-to-asset ratio of 75.26%, which is significantly higher than the industry average of 39.81% [3] - The gross profit margin for the same period was 6.84%, lower than the industry average of 22.64% [3] Group 3: Executive Compensation - The chairman, Dou Yong, received a salary of 452,000 yuan in 2024, a decrease of 6,900 yuan from 2023 [4] - The general manager, Zheng Hongxia, earned 368,100 yuan in 2024, down 44,700 yuan from the previous year [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 23.58% to 30,800 [5] - The average number of circulating A-shares held per shareholder decreased by 19.08% to 11,100 [5] Group 5: Future Projections - East Asia Securities forecasts Daye Co., Ltd.'s revenue for 2025, 2026, and 2027 to be 5.771 billion, 6.218 billion, and 6.829 billion yuan, respectively, with year-on-year growth rates of 13.23%, 7.75%, and 9.82% [6] - The projected net profit for the same years is 74 million, 159 million, and 259 million yuan, indicating a turnaround and significant growth [6]

Core Points - The company guarantees the authenticity, accuracy, and completeness of the quarterly report, and assumes legal responsibility for any false records or misleading statements [2][9] - The third-quarter financial statements are unaudited, indicating that the financial data has not undergone an external audit process [3][8] Financial Data - The report includes major accounting data and financial indicators, but specific figures are not provided in the documents [3][4] - Non-recurring gains and losses are applicable, but details on significant amounts are not specified [4] Shareholder Information - The total number of ordinary shareholders and the situation of the top ten shareholders are mentioned, but specific numbers are not provided [5] Board Meeting - The fifth board meeting was held on October 29, 2025, with all five directors present, and the meeting complied with relevant laws and regulations [10] - The board approved the third-quarter report with unanimous consent [11] - Adjustments were made to the remuneration and assessment committee of the board, electing a new member due to a previous member's departure [13]

Company Overview - Daye Co., Ltd. (SH 603278) announced its fifth board meeting on October 29, 2025, to discuss the adjustment of the remuneration and assessment committee members [1] - As of the report, Daye Co., Ltd. has a market capitalization of 3.6 billion yuan [1] Revenue Composition - For the year 2024, Daye Co., Ltd.'s revenue composition is as follows: - Metal wire rope products account for 98.26% - Other businesses account for 1.37% - Automotive parts processing and manufacturing account for 0.32% - Metal surface spraying accounts for 0.04% [1]

山东大业股份有限公司 证券代码：603278 证券简称：大业股份 公告编号：2025-044 表决结果：5 票同意，0 票反对，0 票弃权。 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。 一、董事会会议召开情况 山东大业股份有限公司（以下简称"公司"）第五届董事会第十八次会议于 2025 年 10 月 29 日在公司五楼会议室召开。本次董事会应参加会议董事 5 人， 实际参加会议董事 5 人，本次会议由董事长窦勇先生召集并主持，公司部分高级 管理人员列席会议。会议的召集和召开程序符合《中华人民共和国公司法》等法 律法规、行政部门规章、规范性文件和《山东大业股份有限公司章程》的有关规 定。 二、董事会会议审议情况 1、审议并通过了《关于公司 2025 年第三季度报告的议案》 表决结果：5 票同意，0 票反对，0 票弃权。 具体内容详见同日在上海证券交易所网站上披露的《2025 年第三季度报告》。 2、审议并通过了《关于调整第五届董事会薪酬与考核委员会成员的议案》 第五届董事会第十八次会议决议公告 为进一步完善公司治理结构 ...

Financial Performance - The company's operating revenue for the third quarter was ¥1,256,737,955.21, representing a year-on-year increase of 4.03%[5] - The total profit for the period was a loss of ¥20,636,981.63, with a net profit attributable to shareholders also showing a loss of ¥19,022,693.56[5] - The basic earnings per share for the third quarter was -¥0.06, compared to ¥0.07 for the same period last year[5] - Total operating revenue for the first three quarters of 2025 was CNY 3,778,005,654.06, a decrease of 1.6% compared to CNY 3,839,502,293.31 in the same period of 2024[21] - Net profit for the first three quarters of 2025 was CNY 20,872,820.89, a significant recovery from a net loss of CNY 123,003,217.42 in the same period of 2024[22] - Earnings per share for the first three quarters of 2025 was CNY 0.07, compared to a loss of CNY 0.32 per share in the same period of 2024[23] - The company reported a total profit of CNY 23,101,955.63 for the first three quarters of 2025, compared to a total loss of CNY 139,608,506.65 in the same period of 2024[22] Cash Flow - The net cash flow from operating activities for the year-to-date period was ¥281,156,190.15, an increase of 196.12% compared to the previous year[5] - The net cash flow from operating activities for the reporting period was 196.12 million, primarily due to a decrease in cash payments for goods purchased and services received[12] - The net cash inflow from operating activities was CNY 281,156,190.15, a significant increase from CNY 94,947,770.51 in the previous period, reflecting improved operational efficiency[27] - The total cash and cash equivalents at the end of the period decreased to CNY 173,719,718.08 from CNY 199,385,724.57, reflecting a decline in liquidity[28] - The net cash outflow from financing activities was CNY -77,503,514.13, compared to a net inflow of CNY 192,261,176.47 in the previous period, indicating a shift in financing strategy[28] Assets and Liabilities - Total assets at the end of the reporting period were ¥8,109,346,673.87, reflecting a 5.32% increase from the end of the previous year[6] - Total current assets as of September 30, 2025, amounted to 3,860.57 million, a decrease from 4,006.83 million as of December 31, 2024[17] - The total non-current assets increased to 4,248.78 million from 3,692.97 million, indicating growth in long-term investments[17] - Total liabilities rose to CNY 6,102,890,991.47, up from CNY 5,272,112,143.45 year-over-year[18] - Shareholders' equity decreased to CNY 2,006,455,682.40 from CNY 2,427,687,692.99 in the previous year[19] Investment and Expenses - The company recorded a 1,379.20% increase in investment income for the year-to-date period, primarily from bank wealth management and disposal of trading financial assets[11] - The company reported a 55.97% decrease in non-operating income for the year-to-date period, mainly due to reduced penalty income[11] - Research and development expenses decreased to CNY 38,377,156.41, down from CNY 48,812,879.36 in the previous year[22] - Cash paid for investments was CNY 330,973,784.74, an increase from CNY 240,300,000.00, suggesting a focus on capital expenditures[27] Shareholder Information - The top shareholder, Dou Yong, holds 111,384,000 shares, representing 32.59% of the total shares[14] - The company has not reported any significant changes in shareholder structure or share lending activities during the reporting period[15]

Core Points - The company announced the resignation of a board member and the election of an employee representative director, in compliance with revised corporate governance rules [1][2] - The resignation of the board member is a normal adjustment according to the amended articles of association, and it will not adversely affect the company's operations [1] - The employee representative director, Mr. Pan Lei, was elected during the employee representative assembly held on October 27, 2025, and his term will last until the current board's term ends [2] Summary of Key Sections Board Member Resignation - The company received a resignation report from Mr. Zhang Lanzhou, who will continue to serve as the deputy general manager [1] - The resignation is part of a structural adjustment in the board to include an employee representative director as mandated by the revised articles of association [1] Election of Employee Representative Director - Mr. Pan Lei was elected as the employee representative director during the fifth employee representative assembly [2] - His election complies with legal requirements, ensuring that the number of employee representatives does not exceed half of the total board members [2] Shareholder Meeting - The second extraordinary general meeting of shareholders was held on October 27, 2025, where several resolutions were passed, including amendments to governance rules [5][7] - The meeting was presided over by the chairman and complied with legal and regulatory requirements [6][10]