Group 1 - The core point of the article is that Tongda Electric has completed a share reduction plan, with a total of approximately 210,000 shares reduced, accounting for about 0.06% of the company's total share capital [1] - The revenue composition for Tongda Electric in 2024 is reported, with the computer communication and other electronic equipment manufacturing sector accounting for 96.02% and other businesses making up 3.98% [1] - As of the report, Tongda Electric has a market capitalization of 4.8 billion yuan [1]

证券代码：603390 证券简称：通达电气 公告编号：2025-048 本公司董事会、全体董事及相关股东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： 董事持股的基本情况 本次减持计划实施前，广州通达汽车电气股份有限公司（以下简称"公司"） 董事劳中建先生持有公司股份 842,000 股，约占公司总股本的 0.239%，为首次公 开发行 A 股股票前（以下简称"IPO 前"）获得的股份。 减持计划的实施结果情况 公司于 2025 年 7 月 23 日披露了《董事、高级管理人员减持股份计划公告》 （公告编号：2025-041），劳中建先生因个人资金需求，计划根据市场价格情况， 自该公告披露之日起 15 个交易日后的 3 个月内，通过集中竞价方式减持其所持 有公司股份不超过 210,500 股，减持比例不超过公司总股本的 0.060%。 2025 年 8 月 29 日，公司收到劳中建先生《关于减持股份计划实施结果的告 知函》，截至该日收盘，劳中建先生通过集中竞价的方式累计减持公司股票 210,500 股，减持比例约为公司总股本的 0.0 ...

Core Viewpoint - Tongda Electric (603390.SH) announced the completion of a share reduction plan by director Lao Zhongjian, who reduced his holdings by 210,500 shares, accounting for approximately 0.060% of the company's total share capital [1] Summary by Relevant Sections - **Share Reduction Details** - Lao Zhongjian executed the share reduction through centralized bidding [1] - The total number of shares reduced is 210,500 [1] - The reduction represents about 0.060% of the company's total share capital [1] - **Completion of the Plan** - The share reduction plan has been fully implemented as of August 29, 2025 [1]

Core Viewpoint - Tongda Electric (603390) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit compared to the previous year [1]. Financial Performance - Total revenue for the first half of 2025 reached 421 million yuan, a year-on-year increase of 68.73% [1]. - Net profit attributable to shareholders was 31.73 million yuan, up 122.8% year-on-year [1]. - In Q2 2025, total revenue was 236 million yuan, reflecting an 85.97% increase year-on-year [1]. - Q2 net profit attributable to shareholders was 12.99 million yuan, a substantial increase of 425.41% year-on-year [1]. Key Financial Metrics - Gross margin improved to 27.34%, an increase of 2.52% year-on-year [1]. - Net margin rose to 7.44%, up 37.22% year-on-year [1]. - Total selling, administrative, and financial expenses amounted to 53.48 million yuan, accounting for 12.69% of revenue, a decrease of 23.87% year-on-year [1]. - Earnings per share increased to 0.09 yuan, a rise of 125.0% year-on-year [1]. - The company's cash flow per share was -0.01 yuan, a decrease of 115.85% year-on-year [1]. Accounts Receivable and Liabilities - Accounts receivable increased by 38.36% year-on-year, reaching 396 million yuan [1]. - Interest-bearing liabilities significantly decreased by 99.20%, down to 159,000 yuan [1]. Business Evaluation - The company's return on invested capital (ROIC) was 1.24% last year, indicating weak capital returns [3]. - Historical data shows a median ROIC of 10.48% since the company went public, with two years of losses [3]. - The business model relies heavily on research and marketing, necessitating further investigation into these drivers [3]. - The accounts receivable to profit ratio has reached 1545.76%, raising concerns about the company's receivables management [3].

2025年8月28日，通达电气(603390.SH)发布2025年中报。 公司营业总收入为4.21亿元，较去年同报告期营业总收入增加1.72亿元，实现3年连续上涨，同比较去年 同期上涨68.73%。归母净利润为3173.31万元，较去年同报告期归母净利润增加1749.03万元，实现3年 连续上涨，同比较去年同期上涨122.80%。经营活动现金净流入为-338.85万元。 公司最新资产负债率为12.78%，在已披露的同业公司中排名第11。 公司最新毛利率为27.34%，在已披露的同业公司中排名第41。最新ROE为1.98%，较去年同期ROE增加 1.08个百分点。 公司摊薄每股收益为0.09元，较去年同报告期摊薄每股收益增加0.05元，实现3年连续上涨，同比较去年 同期上涨125.00%。 公司最新总资产周转率为0.23次，较去年同期总资产周转率增加0.09次，实现3年连续上涨，同比较去年 同期上涨64.65%。最新存货周转率为1.81次，较去年同期存货周转率增加0.41次，实现3年连续上涨， 同比较去年同期上涨28.84%。 公司股东户数为4.32万户，前十大股东持股数量为2.29亿股，占总股本比例为65.0 ...

Core Viewpoint - The company, Guangzhou Tongda Automotive Electric Co., Ltd., announced its 2025 semi-annual profit distribution plan, proposing a cash dividend of 0.50 yuan per 10 shares, amounting to a total distribution of approximately 17.58 million yuan, which represents 55.41% of the net profit attributable to the parent company for the first half of 2025 [5][23]. Company Overview - The company has a total share capital of 351,651,984 shares as of August 15, 2025 [5][23]. - The company does not plan to issue bonus shares or increase capital reserves during this dividend distribution [6]. Financial Data - As of June 30, 2025, the company's undistributed profits amounted to 234,182,330.04 yuan (unaudited) [5]. - The total cash dividend proposed is 17,582,599.20 yuan (including tax) [5][23]. Important Matters - The company will maintain the cash distribution amount per share even if there are changes in total share capital due to convertible bonds, share buybacks, or other corporate actions before the dividend record date [6][4]. - The board of directors has confirmed that the dividend distribution plan complies with the company's profit distribution policy and shareholder return plan [8][23]. Asset Impairment Provision - The company has proposed to recognize an asset impairment provision of 4.08 million yuan for the first half of 2025, which includes provisions for bad debts and inventory write-downs [10][25]. - The specific provisions include 2.95 million yuan for bad debts, -0.18 million yuan for contract assets, and 1.31 million yuan for inventory [11][12]. Fund Management - The company raised a total of 885.37 million yuan from its initial public offering, with a net amount of 818.05 million yuan after deducting fees [30]. - As of June 30, 2025, the company had 90.84 million yuan of unused raised funds remaining in the special account [34].

每经头条（nbdtoutiao）——世界首例基因编辑猪肺成功移植人体 对话主要参与者：距离临床应用还有 多远？ 每经AI快讯，通达电气8月28日发布公告称，公司第五届第二次董事会会议于2025年8月27日在广州市 白云区云正大道1112号公司会议室召开。会议审议了《关于公司2025年半年度报告及其摘要的议案》等 文件。 （记者 王晓波） ...

Core Viewpoint - Tongda Electric (603390.SH) reported significant growth in its financial performance for the first half of 2025, indicating strong operational momentum and profitability improvements [1] Financial Performance - The company achieved operating revenue of 421 million yuan, representing a year-on-year increase of 68.73% [1] - Net profit attributable to shareholders reached 31.73 million yuan, up 122.80% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 26.11 million yuan, reflecting a substantial year-on-year growth of 239.40% [1] - Basic earnings per share stood at 0.09 yuan [1]

Core Viewpoint - Tongda Electric (603390.SH) reported significant growth in its 2025 semi-annual report, with a revenue of 421 million yuan, a year-on-year increase of 68.73%, and a net profit of 31.73 million yuan, up 122.80% [1][2] Group 1: Financial Performance - The company achieved a revenue of 421 million yuan in the first half of the year, reflecting a 68.73% year-on-year growth [1] - The net profit attributable to shareholders reached 31.73 million yuan, marking a 122.80% increase compared to the previous year [1] Group 2: Market and Product Development - The export business in the downstream market has shown continuous improvement, with increased orders from commercial vehicle manufacturers such as truck and bus companies, contributing to revenue growth [1] - The company is enhancing its product technology and optimizing its product structure, leading to a higher proportion of high-value-added products, which significantly boosts net profit [1] Group 3: Strategic Focus Areas - Tongda Electric is focusing on two major sectors: smart transportation and mobile healthcare, particularly in the areas of medium and large buses and urban public transport [1] - The company has developed a comprehensive technology matrix integrating "vehicle-road-field-cloud" to meet the demand for intelligent, green, and integrated urban public transport [2] Group 4: Innovations in Mobile Healthcare - In the mobile healthcare sector, the company has created various 5G-enabled medical vehicles, including comprehensive examination vehicles and mobile PCR laboratories, addressing the uneven distribution of medical resources [2] - Collaborations with top-tier hospitals, such as Sun Yat-sen University Eye Center and Southern Medical University, have been established to develop mobile examination and rehabilitation vehicles [2] - The "Smart Eye Mobile Hospital," co-developed with Sun Yat-sen University Eye Center, was launched in June, aimed at delivering quality eye care resources to grassroots levels [2] Group 5: Future Plans - The company plans to optimize its industrial layout based on existing business and promote continuous upgrades of core products while actively expanding its commercial vehicle, engineering machinery, and mobile healthcare businesses [2]

Summary of Key Points Core Viewpoint The report provides a detailed account of the fundraising activities, management, and usage of the raised funds by Guangzhou Tongda Automotive Electric Co., Ltd. for the first half of 2025, ensuring compliance with regulatory requirements and highlighting the financial status of the company. Fundraising Overview - The company raised a total of RMB 818,054,105.69 after deducting various fees and taxes from the gross amount raised through the issuance of 87,921,800 shares at RMB 10.07 per share [1][2]. - The net amount raised was verified by Tianjian Accounting Firm, which issued a verification report [1]. Fund Usage and Balance - As of June 30, 2025, the net amount raised was RMB 81,805.41 million, with RMB 71,744.27 million allocated to projects and RMB 13,640.69 million set aside for permanent working capital [1][2]. - The company reported a remaining balance of RMB 90.84 million in the fundraising account, which has not been transferred for other uses [2][3]. Fund Management - The company has established a fundraising management system in compliance with relevant laws and regulations, ensuring that funds are stored in dedicated bank accounts [1][2]. - As of June 30, 2025, the company maintained four dedicated fundraising accounts with a total balance of RMB 908,390.06 [1][2]. Investment and Financial Management - The company has utilized temporarily idle funds for cash management, generating approximately RMB 0.04 million in interest income from fixed deposits [2][3]. - The company has not encountered any abnormal situations regarding the investment projects funded by the raised capital [2][3]. Project Status - There have been no changes to the fundraising investment projects, and the company has not reported any issues with the effectiveness of the projects funded [2][3]. - The company has indicated that the benefits of certain projects, such as the R&D and product testing center, cannot be individually quantified but contribute to new product development and financial risk mitigation [2][3].