证券代码：603633 证券简称：徕木股份 公告编号：2025-017 上海徕木电子股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度 的提示性公告 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | --- | --- | --- | | 权益变动前合计比例 | 9.25% | | | | 权益变动后合计比例 | 8.48% | | | | 本次变动是否违反已作出的承 诺、意向、计划 | 是□ | 否☑ | | | 是否触发强制要约收购义务 | 是□ | 否☑ | | 一、 信息披露义务人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | 投资者的身份 | ☑其他 5%以上大股东及其一致行动人 | | | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | 2.信息披露义务人信息 投资者朱新爱保证向本公司提供的信息真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 2025 年 5 月 28 日至 ...

证券代码：603633 证券简称：徕木股份 公告编号：2025-016 ? 本次股份质押展期后，朱新爱女士累计质押数量为 12,090,000 股，占其 持有公司股份数的 31.75%，占公司总股本的 2.83%。 一、股东质押基本情况 上海徕木电子股份有限公司（以下简称"公司"）股东朱新爱女士于 2023 年 押式回购交易业务（具体内容详见本公司 2023-018 号公告）。2023 年 8 月公司实 施利润分配资本公积转增股本,上述质押股数变为 12,090,000 股。后续公司收到 朱新爱女士就上述股份质押展期的通知,质押期限延长至 2025 年 5 月 30 日（具体 内容详见本公司 2024-019 号公告）。 近日，公司收到股东朱新爱女士就上述股份质押展期的通知，相关登记手续 已办理完毕。具体情况如下： 二、本次股份质押展期情况 上海徕木电子股份有限公司 关于公司股东股份质押展期的公告 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： ? 截至本公告披露日，公司股东朱新爱女士持有公司股份数量 38,0 ...

上海徕木电子股份有限公司 近日，公司收到股东朱新爱女士就上述股份质押展期的通知，相关登记手续 已办理完毕。具体情况如下： 证券代码：603633 证券简称：徕木股份 公告编号：2025-016 关于公司股东股份质押展期的公告 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： 截至本公告披露日，公司股东朱新爱女士持有公司股份数量 38,075,221 股，占公司总股本比例 8.92%。 本次股份质押展期后，朱新爱女士累计质押数量为 12,090,000 股，占其 持有公司股份数的 31.75%，占公司总股本的 2.83%。 一、股东质押基本情况 上海徕木电子股份有限公司（以下简称"公司"）股东朱新爱女士于 2023 年 5 月 31 日将其持有的 9,300,000 股（占当期公司总股本的 2.83%）办理了股票质 押式回购交易业务（具体内容详见本公司 2023-018 号公告）。2023 年 8 月公司实 施利润分配资本公积转增股本,上述质押股数变为 12,090,000 股。后续公司收到 朱新爱女士就上述股份质 ...

本次股票期权注销事宜不会影响公司的股本结构，亦不会影响公司2023年股 票期权激励计划的继续实施。 上海徕木电子股份有限公司 上海徕木电子股份有限公司 关于 2023 年股票期权激励计划第二个行权期未达到 行权条件期权注销完成的公告 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个别及连带责任。 上海徕木电子股份有限公司(以下简称"公司")于2025年4月27日召开的第 六届董事会第十次会议、第六届监事会第八次会议审议通过了《关于2023年股票 期权激励计划第二个行权期未达到行权条件期权予以注销的议案》。拟注销公司 2023年股票期权激励计划第二个行权期已授予登记的78.6480万份股票期权，占 授予股票期权数量262.16万份的30%。具体内容详见公司于2025年4月29日在上海 证券交易所网站(www.sse.com.cn)上披露的《徕木股份关于2023年股票期权激励 计划第二个行权期未达到行权条件期权予以注销的公告》(公告编号：2025-011)。 公司已向中国证券登记结算有限责任公司上海分公司提交了注销上述股票 期权的申请，经中 ...

证券代码：603633 证券简称：徕木股份 公告编号：2025-014 控股股东、实际控制人方培教先生直接持有上海徕木电子股份有限公司股 份数量 73,279,729 股，占公司总股本比例 17.17%。通过上海贵维投资咨询有限公 司间接持有公司股份 25,858,778 股，占公司总股本比例 6.06%，直接及间接合计 持有公司股份 99,138,507 股，占公司总股本的 23.23%。 截至目前，控股股东、实际控制人方培教先生及其一致行动人累计质押股 份 35,170,000 股，占其直接及间接合计持有公司股份的 35.48%，占公司总股本的 8.24%。 近日，上海徕木电子股份有限公司（以下简称"公司"）接到控股股东、实 际控制人方培教先生及其一致行动人上海贵维投资咨询有限公司（以下简称"上 海贵维"）将其现有股份质押办理了解除质押，以及方培教先生将所持有的部分 股份再质押给开源证券股份有限公司（以下简称"开源证券"）的通知，相关登 记手续已办理完毕，具体情况如下： 一、本次股份解除质押情况 | 股东名称 | 方培教 | | --- | --- | | 本次解质股份（股） | 45,063,710 | ...

Group 1 - The controlling shareholder Fang Peijiao and his concerted party Shanghai Guiwei Investment Consulting Co., Ltd. have released a pledge of 57.9927 million shares [1] - Fang Peijiao has re-pledged 35.17 million shares to Kaiyuan Securities, which accounts for 47.99% of his holdings and 8.24% of the company's total share capital [1] - The purpose of this pledge is to replace existing liabilities [1]

Investment Rating - The report maintains a "Buy" rating for the company, expecting a relative performance increase of over 15% compared to the benchmark index within the next 6 to 12 months [5][11]. Core Views - The company's performance has been impacted by short-term factors, but share buybacks demonstrate confidence in future development [4]. - The company is a leading domestic automotive connector supplier with a diverse client base, including major global automotive parts suppliers [7]. - The company has increased its R&D investment, achieving breakthroughs in various technologies, and aims to expand its production capacity in the new energy connector sector [7]. Financial Summary - The company reported a revenue of 1,466 million yuan for 2024, a year-on-year increase of 34.46%, and a net profit of 73 million yuan, a year-on-year increase of 2.08% [7]. - The projected revenues for 2025, 2026, and 2027 are 1,863 million yuan, 2,348 million yuan, and 2,971 million yuan respectively, with growth rates of 27% and 26% [5][10]. - The projected net profits for 2025, 2026, and 2027 are 96 million yuan, 130 million yuan, and 141 million yuan respectively, with a significant growth rate of 31% in 2025 [5][10]. Business Segmentation - In 2024, the automotive product revenue reached 1,050 million yuan, a year-on-year increase of 48.04%, while mobile phone product revenue decreased by 2.94% to 258 million yuan [7]. - The company has successfully supplied products to renowned automotive brands and parts suppliers, indicating a strong market presence [7]. R&D and Market Strategy - The company has invested 85 million yuan in R&D, accounting for 5.79% of its revenue, with a year-on-year increase of 28.98% [7]. - The company is focusing on emerging fields such as low-altitude economy, robotics, and communication technologies, indicating a strategic shift towards innovation and market expansion [7].

Investment Rating - The report maintains a "Buy" rating for the company, expecting a relative performance increase of over 15% against the benchmark index in the next 6 to 12 months [5][11]. Core Views - The company's performance has been impacted by short-term factors, but share buybacks demonstrate confidence in future growth [4]. - The company is a leading domestic automotive connector supplier with a diverse client base, including major global automotive parts suppliers [7]. - The company is actively investing in emerging fields such as low-altitude economy, robotics, and communications, indicating a broad space for domestic substitution in the medium to long term [7]. Financial Performance Summary - For 2024, the company reported revenue of 1.466 billion yuan, a year-on-year increase of 34.46%, and a net profit of 73 million yuan, a year-on-year increase of 2.08% [7]. - The first quarter of 2025 showed revenue of 350 million yuan, a year-on-year increase of 5.63%, but a net profit decrease of 25.25% [7]. - The company’s gross margin for the year was 22.32%, down 4.10% year-on-year, primarily due to rising material costs and intense competition [7]. Revenue and Profit Forecast - Revenue projections for 2025 to 2027 are 1.863 billion yuan, 2.348 billion yuan, and 2.971 billion yuan, respectively, with growth rates of 27% and 26% [5][10]. - Net profit forecasts for the same period are 96 million yuan, 130 million yuan, and 141 million yuan, with significant growth expected in 2025 [5][10]. R&D and Market Position - The company has increased its R&D investment to 85 million yuan, accounting for 5.79% of revenue, with a year-on-year growth of 28.98% [7]. - The company has developed various high-voltage and high-current connectors, covering applications in new energy vehicles, intelligent driving, and 5G communications [7]. Capital Allocation - The company adjusted its fundraising projects, reducing the investment in the "New Energy Vehicle Connector Project" from 400 million yuan to 250 million yuan, reallocating funds to enhance production capacity and R&D capabilities [7].

Group 1: Company Performance - Wens Foodstuff's April chicken sales revenue was 2.543 billion yuan, a year-on-year decrease of 5.01% [1] - Wens Foodstuff sold 10.381 million chickens in April, a year-on-year increase of 10.87% [1] - Wens Foodstuff's average chicken selling price was 11.24 yuan/kg, a year-on-year decrease of 14.91% [1] - Zhongtong Bus's April vehicle sales volume was 1,046 units, a year-on-year decrease of 4.04% [1][2] - Kemin Food's April pig sales revenue reached 70.9048 million yuan, a year-on-year increase of 16.04% [3] - Muyuan Foods sold 6.573 million pigs in April, a year-on-year increase of 51.80% [5] - Muyuan Foods' pig sales revenue was 12.595 billion yuan in April, a year-on-year increase of 53.42% [5] - Xiamen Airport's April passenger throughput was 2.3881 million, a year-on-year increase of 7.73% [24] - Daqin Railway's April cargo transport volume was 30.62 million tons, a year-on-year increase of 0.99% [26] - Shaanxi Coal's April coal production was 14.24 million tons, a year-on-year decrease of 1.78% [28] Group 2: Industry Overview - Wens Foodstuff operates in the agriculture, forestry, animal husbandry, and fishery industry, specifically in pig farming [1] - Zhongtong Bus operates in the automotive industry, focusing on commercial vehicles [2] - Kemin Food operates in the food and beverage industry, specifically in food processing [3] - Muyuan Foods is also in the agriculture, forestry, animal husbandry, and fishery industry, focusing on pig farming [5] - Xiamen Airport is part of the transportation industry, specifically in airport operations [24] - Daqin Railway operates in the coal industry, focusing on coal mining and transportation [26] - Shaanxi Coal is also in the coal industry, focusing on coal mining and related services [28]

Group 1: Company Developments - Zhao Feng Co., Ltd. (300695.SZ) has not yet engaged in robotics-related business [1] - All Build Co., Ltd. (603030.SH) is currently not involved in robotics-related business [1] - Ri Ying Electronics (603286.SH) currently has no revenue from unmanned robot-related business [1] Group 2: Project Investments - Ri Jiu Optoelectronics (003015.SZ) plans to purchase vacuum magnetron sputtering equipment not exceeding 200 million yuan [1] - Chang Chuan Technology (300604.SZ) intends to establish a joint venture focused on the localization of high-end packaging and testing equipment [1] - Zhejiang University Network New (600797.SH) plans to invest in an equity investment fund, focusing on building an AI and embodied intelligence industry chain [1] Group 3: Contract Awards - Beijing Kerui (002350.SZ) has pre-awarded projects totaling approximately 119 million yuan [1] - Shengshi Technology (002990.SH) intends to bid for the information system engineering project for the third phase expansion of Guangzhou Baiyun International Airport [1] - Jinguang Electric (688517.SH) has won a bid for a State Grid project worth 66.6956 million yuan [1] Group 4: Share Transfers - Haixing Electric (603556.SH) plans to transfer 5% of its shares to Zhou Junhe [1] - *ST Huarong (600421.SH) intends to acquire 34% equity of its subsidiary Zhejiang Zhuangchen [1] Group 5: Share Buybacks - Yinlun Co., Ltd. (002126.SZ) plans to repurchase shares worth 50 million to 100 million yuan [1] - Dongfang Securities (600958.SH) intends to repurchase shares worth 250 million to 500 million yuan [1] Group 6: Shareholding Changes - Tengda Technology (001379.SZ) plans to reduce its holdings by no more than 1.80% [1] - Zhongdian Port (001287.SZ) plans to reduce holdings by a total of no more than 3% [1] - Guangbo Co., Ltd. (002103.SZ) board member Ren Hangzhong plans to reduce holdings by no more than 1.97% [1] - Laimu Co., Ltd. (603633.SH) chairman and general manager Zhu Xinai plans to reduce holdings by no more than 2.31% [1] - Yunda Co., Ltd. (002120.SZ) controlling shareholder plans to increase holdings by 100 million to 200 million yuan [1] - Laobaixing (603883.SH) controlling shareholder plans to reduce holdings by no more than 3% [1] - Huamao Technology (603306.SH) controlling shareholder plans to increase holdings by 100 million to 200 million yuan [1] - Linglong Tire (601966.SH) Linglong Group plans to increase holdings by 200 million to 300 million yuan [1] Group 7: Other Developments - Huina Technology (300609.SZ) is planning a change in company control and will be suspended from trading starting May 7 [2] - Zhongli Co., Ltd. (603194.SH) has signed a strategic cooperation framework agreement with Continental [2] - Haoen Automotive Electronics (301488.SH) has received a designated order for AK2 radar systems, panoramic camera systems, and driving record systems from a leading new energy vehicle brand [2]