（文章来源：证券日报） 证券日报网讯 8月5日晚间，福然德发布公告称，截至2025年7月31日，公司已累计回购股份数量为 191.31万股，占公司总股本的比例为0.3882%。 ...

（文章来源：每日经济新闻） 2024年1至12月份，福然德的营业收入构成为：供应链服务占比99.93%，其他业务占比0.07%。 福然德（SH 605050，收盘价：17.65元）8月5日晚间发布公告称，截至2025年7月31日，公司已累计回 购股份数量为191.31万股，占公司总股本的比例为0.3882%，回购股份的最高成交价为13.89元/股、最低 成交价为8.97元/股，累计支付总金额为人民币约2181.80万元。 ...

一、回购股份的基本情况 1、福然德股份有限公司（以下简称"公司"）于2024年12月24日召开第三届 董事会第十三次会议、第三届监事会第十二次会议，分别审议通过《关于以集中 竞价交易方式回购公司股份的议案》；公司于2024年12月25日召开第三届董事会 第十四次会议，审议通过《关于调整回购股份资金总额下限的议案》，综上，同 意公司使用4,000万元至8,000万元的自有资金及银行股票回购专项贷款以集中 竞价交易方式回购公司股份，并用于实施股权激励或员工持股计划。回购价格不 超过人民币15.03元/股，该价格不高于董事会通过回购股份决议前30个交易日公 司股票交易均价的150%，回购期限为自董事会审议通过回购股份方案之日起12 个月内。 具 体 内 容 详 见 公 司 于 2024 年 12 月 25 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）上披露的《福然德股份有限公司关于以集中竞价方式回购股 份方案的公告》（公告编号：2024-057）、《福然德股份有限公司关于调整回购股 份资金总额下限的公告》（公告编号：2024-060）。 证券代码：605050 证券简称：福然德 公告 ...

格隆汇8月5日丨福然德(605050.SH)公布，截至2025年7月31日，公司已累计回购股份数量为191.31万 股，占公司总股本的比例为0.3882%，回购股份的最高成交价为13.89元/股、最低成交价为8.97元/股， 累计支付总金额为人民币2,181.8038万元（不含交易佣金等交易费用）。 ...

Core Insights - The article provides a comprehensive list of the top 30 publicly listed companies in the die-casting industry in China, highlighting their financial performance, technological advancements, and key clients. Group 1: Company Performance - Guangdong Hongtu reported Q1 2025 revenue of 2.099 billion with a gross margin of 12.58% and holds over 500 patents in aluminum alloy technology, serving clients like Tesla and BYD [1] - Huayang Group achieved Q1 2025 revenue of 1.991 billion and a gross margin of 21.56%, focusing on automotive electronic die-casting and serving clients such as BMW and Mercedes [4] - Ningbo Top Group reported Q1 2025 revenue of 5.768 billion, being a supplier for Tesla's integrated rear cabin [7] - Wencan Co. reported Q1 2025 revenue of 1.27 billion with a gross margin of 13.43%, specializing in integrated die-casting technology [9] - Lichung Group achieved Q1 2025 revenue of 5.967 billion, with a year-on-year growth of 16.49% [16] Group 2: Technological Advancements - Yian Technology is a global leader in liquid metal die-casting, producing over 5 million magnesium alloy parts annually [3] - Shenzhen New Star has developed a high vacuum die-casting process, expecting 1 billion revenue from automotive optical business in 2025 [17] - Meili Xin reported a 60% revenue growth in the photovoltaic sector in 2023, with a global market share of 25% in photovoltaic inverter die-casting [18] Group 3: Client Relationships - Aikodi serves clients including NIO and Bosch, with a 35% increase in net profit in 2023 [6] - Cloud Metal reported a 55% growth in magnesium alloy business in 2023, serving clients like Tesla and BMW [14] - BYD has achieved over 80% self-supply rate for die-casting parts in 2023, with a 30% increase in self-developed equipment capacity [20]

Group 1 - The core viewpoint of the news is that Furan De (605050) has shown a positive performance in its stock price and financial results as of August 1, 2025, with a closing price of 17.59 yuan, up 2.33% [1] - The company reported total revenue of 2.438 billion yuan for Q1 2025, reflecting a year-on-year growth of 1.93%, and a net profit attributable to shareholders of 90.83 million yuan, which is an 18.42% increase year-on-year [1] - Furan De has a current ratio of 1.693, a quick ratio of 1.213, and a debt-to-asset ratio of 50.35%, indicating a stable financial position [1] Group 2 - Furan De has made investments in 26 companies and participated in 148 bidding projects, showcasing its active engagement in business expansion [2] - The company holds 9 trademark registrations and 10 patents, indicating a focus on intellectual property development [2] - Furan De has obtained 102 administrative licenses, reflecting its compliance and operational capabilities [2]

Investment Rating - The report assigns an "Accumulate" rating for the company, marking its first coverage [8]. Core Viewpoints - The company is a specialist in automotive metal sheets, providing processing and delivery services for mid-to-high-end automotive and home appliance manufacturers. In 2024, the company sold 2.09 million tons of metal sheet products, a year-on-year increase of 22%, with automotive sales accounting for 1.38 million tons [7]. - The company has a high dividend payout ratio, having distributed cash dividends for four consecutive years from 2021 to 2024, with payout ratios of 46.31%, 48.48%, 50.78%, and 54.36% respectively [7]. - The company is expanding its product offerings, with aluminum extrusion production expected to commence in the first half of 2025 and hot forming production in the second half of 2025. The goal is to achieve a terminal sales growth exceeding the overall automotive production growth by 10 percentage points and to increase market share [7]. - The company has entered the robotics sector by forming a joint venture with Kepler Robotics, establishing Shanghai Depu Intelligent Robotics with a registered capital of 10 million yuan. This partnership aims to leverage the company's advantages in automotive lightweighting to accelerate the implementation of robotics projects [7]. Financial Projections - The company is projected to achieve revenues of 11.97 billion yuan, 12.67 billion yuan, and 13.40 billion yuan for the years 2025, 2026, and 2027 respectively, with year-on-year growth rates of 6.1%, 5.9%, and 5.7% [8]. - The net profit attributable to the parent company is expected to be 340.73 million yuan, 391.69 million yuan, and 448.23 million yuan for the years 2025, 2026, and 2027, reflecting growth rates of 7.6%, 15.0%, and 14.4% respectively [9]. - The earnings per share (EPS) are projected to be 0.69 yuan, 0.79 yuan, and 0.91 yuan for the years 2025, 2026, and 2027 [8].

Group 1 - The company has successfully completed A+ round strategic financing, with Furan De joining as a partner, and has established a joint venture named Shanghai Depu Zhiqing Robot with a registered capital of 10 million yuan [1] - The company specializes in metal sheet processing and distribution services for mid-to-high-end automotive and home appliance manufacturers, achieving a sales volume of 2.09 million tons in 2024, a year-on-year increase of 22%, with automotive sales accounting for 1.38 million tons [2] - The company has maintained a high dividend payout ratio, with cash dividends as a percentage of net profit attributable to the parent company for the years 2021 to 2024 being 46.31%, 48.48%, 50.78%, and 54.36% respectively [2] Group 2 - The company is expanding its product offerings, with new aluminum extrusion and hot forming businesses expected to start production in the first half and trial production in the second half of 2025, respectively [2] - The company has entered the robotics sector by establishing a joint venture with Kepler Robotics, which will implement ongoing automotive industry robotics projects, leveraging its advantages in automotive lightweighting [2] - Revenue projections for the company from 2025 to 2027 are 11.97 billion, 12.67 billion, and 13.40 billion yuan, with year-on-year growth rates of 6.1%, 5.9%, and 5.7% respectively, and net profits expected to be 340 million, 390 million, and 450 million yuan [3]

证券代码：605050 证券简称：福然德 公告编号：2025-032 福然德股份有限公司 关于实施 2024 年期末权益分派后 调整回购价格上限的公告 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相应法律责任。 重要内容提示： 一、回购股份的基本情况 根据《福然德股份有限公司关于以集中竞价方式回购股份的回购报告书》， 若公司在本次回购期间发生资本公积金转增股本、派息、派送股票红利、股份拆 细、缩股、配股等除权除息事项，自股价除权除息之日起，公司将按照中国证券 监督管理委员会及上海证券交易所的相关规定，相应调整回购价格上限。具体内 1 福然德股份有限公司（以下简称"公司"）于2024年12月24日召开第三届董 事会第十三次会议、第三届监事会第十二次会议，分别审议通过《关于以集中竞 价交易方式回购公司股份的议案》；公司于2024年12月25日召开第三届董事会第 十四次会议，审议通过《关于调整回购股份资金总额下限的议案》，综上，同意 公司使用4,000万元至8,000万元的自有资金及银行股票回购专项贷款以集中竞 价交易方式回购公司股份，并用 ...

Core Points - The company plans to distribute a cash dividend of 0.15 RMB per share for A shares [1][2] - The dividend distribution was approved at the annual shareholders' meeting on May 27, 2025 [2][3] - The record date for the dividend is July 23, 2025, with the ex-dividend date also on July 24, 2025 [1][4] Dividend Distribution Details - The total number of shares eligible for the dividend is 490,916,081 after excluding 1,913,100 shares held in the company's repurchase account [2][3] - The cash dividend distribution will not involve capital reserve conversion into additional shares or stock dividends [2][3] - The cash dividend will be distributed through the China Securities Depository and Clearing Corporation Limited Shanghai Branch [4] Taxation Information - Individual shareholders will not have personal income tax withheld at the time of dividend distribution; tax will be calculated based on the holding period when shares are sold [5][6] - For qualified foreign institutional investors (QFII), a 10% corporate income tax will be withheld, resulting in a net cash dividend of 0.135 RMB per share [6][7] - Hong Kong investors will also receive a net cash dividend of 0.135 RMB per share after a 10% tax withholding [7] Consultation Information - Shareholders can inquire about the dividend distribution by contacting the company's securities department during business days [7]