证券代码：000009 证券简称：中国宝安 公告编号：2025-040 中国宝安集团股份有限公司 关于 2025 年 1-9 月计提资产减值准备的公告 本公司及董事局全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏。 一、本次计提资产减值准备情况概述 中国宝安集团股份有限公司（以下简称"公司"）根据《企业会计准则》《深 圳证券交易所股票上市规则》等相关规定的要求，为真实准确地反映公司截至 2025 年 9 月 30 日的财务状况、资产价值以及 2025 年 1-9 月的经营成果，公司对 合并范围内的各类资产进行了全面检查和减值测试。根据测试结果，公司 2025 年 1-9 月需计提的资产减值准备金额为 202,127,875.72 元（未经审计确认），具体 情况如下： 单位：元 | | | 本期发生额（正号表 | | | | --- | --- | --- | --- | --- | | 项 | 目 | 示冲回，负号表示计 | 本期核销金额 | 本期转销金额 | | | | 提损失） | | | | 应收票据减值损失 | | 1,228,311.23 | | | | 应收账款 ...

Financial Performance - Revenue for the third quarter reached ¥5,973,153,008.90, representing a year-on-year increase of 29.68%[5] - Net profit attributable to shareholders was ¥39,446,338.69, a decrease of 79.19% compared to the same period last year[5] - The net profit after deducting non-recurring gains and losses was -¥27,704,446.56, down 166.27% year-on-year[5] - Basic earnings per share were ¥0.0153, reflecting a decline of 79.18% from the previous year[5] - Total operating revenue for the current period reached ¥16,812,460,297.80, an increase of 14.9% from ¥14,636,619,742.05 in the previous period[19] - Total operating costs amounted to ¥15,524,748,463.04, up 15.3% from ¥13,484,669,816.88 year-over-year[19] - The net profit for the current period is CNY 1,318,915,652.14, an increase from CNY 916,672,323.79 in the previous period, representing a growth of approximately 43.9%[20] - Operating profit for the current period is CNY 1,600,135,489.82, compared to CNY 1,188,858,591.05 in the previous period, reflecting an increase of about 34.5%[20] - The total comprehensive income for the current period is CNY 1,321,727,645.29, compared to CNY 887,915,170.58 in the previous period, marking an increase of approximately 48.8%[20] - The basic and diluted earnings per share for the current period are both CNY 0.1098, down from CNY 0.1494 in the previous period, indicating a decrease of about 26.5%[20] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥56,579,430,334.81, an increase of 5.22% from the end of the previous year[5] - The total assets of the company reached ¥56,579,430,334.81, an increase from ¥53,774,802,564.92 in the previous year[17] - Non-current assets totaled ¥25,372,620,231.82, up from ¥24,866,826,288.92, reflecting a growth of 2.0%[17] - The company's total liabilities increased to ¥33,714,219,247.08, compared to ¥32,058,991,536.21 in the previous year, marking a rise of 5.2%[17] - The equity attributable to shareholders of the parent company rose to ¥10,078,171,986.43, up from ¥9,914,702,465.97, indicating a growth of 1.7%[17] Cash Flow - Cash flow from operating activities for the year-to-date was ¥249,683,802.07, down 55.37% compared to the same period last year[10] - Cash flow from operating activities generated a net cash flow of CNY 249,683,802.07, down from CNY 559,442,721.25 in the previous period, indicating a decline of approximately 55.4%[21] - Total cash inflow from investment activities is CNY 4,306,496,452.18, while cash outflow is CNY 6,956,368,051.93, resulting in a net cash flow of -CNY 2,649,871,599.75, an improvement from -CNY 4,361,087,358.55 in the previous period[21] - Cash flow from financing activities generated a net cash flow of CNY 1,606,699,665.42, down from CNY 2,179,551,748.19 in the previous period, reflecting a decrease of about 26.3%[22] - The net increase in cash and cash equivalents was -¥828,355,414.44, a 46.56% improvement from the previous year[10] - The total cash and cash equivalents at the end of the period is CNY 5,779,386,290.21, a decrease from CNY 7,103,930,159.74 in the previous period[22] Shareholder Information - Total number of common shareholders at the end of the reporting period is 152,168[12] - The largest shareholder, Shenzhen Chengxing Investment Co., Ltd., holds 19.10% of shares, totaling 492,691,190 shares[12] - The company has a total of 514,533,623 shares held by the two largest shareholders, representing 19.95% of total shares[12] - The total number of preferred shareholders is not applicable, indicating no preferred shares were issued[13] Operational Metrics - The company reported a significant increase of 152.76% in trading financial assets, totaling ¥1,749,982,114.98[10] - The company experienced an 82.81% increase in financial expenses, totaling ¥492,781,720.94, attributed to exchange losses and increased borrowings[10] - The company reported a decrease in sales expenses by 3,971,456.63 CNY due to accounting policy changes[13] - Research and development expenses increased to ¥764,497,087.08, representing a rise of 25.3% compared to ¥609,974,276.73 in the prior period[19] - The company's cash and cash equivalents decreased from 7,465,256,292.49 CNY to 6,317,201,909.69 CNY, a decline of approximately 15.4%[15] - Accounts receivable increased from 4,998,823,860.78 CNY to 6,319,018,099.69 CNY, representing a growth of about 26.4%[15] - Inventory rose from 11,239,670,423.90 CNY to 12,295,060,733.63 CNY, an increase of approximately 9.4%[15] - Total current assets increased from 28,907,976,276.00 CNY to 31,206,810,102.99 CNY, reflecting a growth of about 7.9%[15] Other Information - The company has not disclosed any new product developments or market expansion strategies in the current report[12] - The company reported a financial expense of ¥492,781,720.94, which is an increase of 83.1% from ¥269,565,583.01 in the previous period[19] - The deferred income tax assets increased to ¥752,917,632.42 from ¥671,974,142.60, reflecting a growth of 12.0%[17] - The long-term borrowings decreased to ¥11,619,416,069.08 from ¥12,043,051,888.76, showing a decline of 3.5%[17] - The company reported a decrease in other comprehensive income, with a net amount of CNY 2,811,993.15 compared to -CNY 28,757,153.21 in the previous period[20]

Core Viewpoint - The A-share venture capital concept stocks experienced a significant surge towards the end of trading, with notable stocks hitting the daily limit up [1]. Group 1: Stock Performance - Jiuding Investment (600053) and Jingtou Development (600683) both reached the daily limit up [1]. - Chuangye Heima (300688), Zhaofeng Co., Ltd. (300695), and China Baowu Steel Group (000009) also saw increases in their stock prices [1].

Group 1 - The core transaction on October 24 involved a block trade of 290,000 shares of China Baoan, with a transaction value of 3.1929 million yuan and a transaction price of 11.01 yuan, representing a premium of 0.36% over the closing price of the day [2][4] - In the last three months, China Baoan has recorded a total of three block trades, with a cumulative transaction value of 31.3941 million yuan [3] - The closing price of China Baoan on the day of the transaction was 10.97 yuan, reflecting a decrease of 0.36%, with a daily turnover rate of 1.75% and a total trading volume of 494 million yuan [3] Group 2 - The latest margin financing balance for China Baoan is 2.227 billion yuan, which has decreased by 27.4399 million yuan over the past five days, representing a decline of 1.22% [4] - The company was established on October 8, 1990, with a registered capital of 25.7921 billion yuan [4]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (万股/万份) | | | | | 2025-10-24 | 000009 | 中国宝安 | 11.01 | 29.00 | 319.29 机构专用 | | 申万宏源证券有限 | | | | | | | | | 公司深圳等田路证 | | | | | | | | | 券营业部 | 10月24日，中国宝安大宗交易成交29万股，成交额319.29万元，占当日总成交额的0.64%，成交价11.01元，较市场收盘价 10.97元溢价0.36%。 ...

Market Overview - The battery sector increased by 2.57% compared to the previous trading day, with Zhenyu Technology leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Top Gainers in Battery Sector - Zhenyu Technology (300953) closed at 178.03, up 11.28%, with a trading volume of 100,500 shares and a turnover of 1.716 billion yuan [1] - Jia Yuan Technology (688388) closed at 38.10, up 9.77%, with a trading volume of 355,500 shares and a turnover of 1.315 billion yuan [1] - Keda Li (002850) closed at 169.30, up 5.15%, with a trading volume of 165,000 shares and a turnover of 1.081 billion yuan [1] Other Notable Performers - Xiongtao Co. (002733) closed at 22.36, up 4.00%, with a trading volume of 123,780 shares and a turnover of 524 million yuan [1] - Xiandai Intelligent (300450) closed at 54.38, up 3.92%, with a trading volume of 906,900 shares and a turnover of 4.822 billion yuan [1] - Tianji Co. (002759) closed at 23.40, up 3.54%, with a trading volume of 1,177,600 shares and a turnover of 2.740 billion yuan [1] Decliners in Battery Sector - Huasheng Bodi (688353) closed at 43.13, down 4.05%, with a trading volume of 68,200 shares and a turnover of 302 million yuan [2] - Yema Battery (605378) closed at 26.55, down 2.89%, with a trading volume of 85,100 shares and a turnover of 225 million yuan [2] - Zhongyi Technology (301150) closed at 66.66, down 2.11%, with a trading volume of 97,000 shares and a turnover of 386 million yuan [2] Capital Flow Analysis - The battery sector experienced a net outflow of 894 million yuan from institutional investors and 1.246 billion yuan from speculative funds, while retail investors saw a net inflow of 2.141 billion yuan [2][3] - Notable net inflows from retail investors were observed in Ningde Times (300750) with 22.4 million yuan, while significant outflows were noted in China Baoan (000009) with 159.5 million yuan [3]

Group 1 - The core point of the article is that China Baoan (000009.SZ) announced on October 13 that its subsidiary, Koyi Precision, has officially begun small batch supply of harmonic reducer products to customers, while the servo joint module is currently in the sample delivery stage [2]

Group 1 - The core point of the article is that the company China Baoan confirmed its subsidiary, International Precision (stock code 00929), participated in the Shanghai Industrial Expo [2] - International Precision showcased several products at the expo, including harmonic reducers, rotary joint modules, dexterous hands, linear joint modules, and wheeled and legged humanoid robots [2]

Core Viewpoint - The company is exploring opportunities in liquid cooling technology, specifically in the development of CDU (Cold Distribution Unit) modules, indicating a potential shift in its product focus towards automotive thermal management or an extension of existing customer demands in the PC hard drive sector [1] Group 1 - The company’s subsidiary, International Precision, is hiring for roles focused on the research and development of liquid cooling products, emphasizing innovation design and performance optimization [1] - The company is currently in the sample submission phase for its AI data center-related liquid cooling connector products [1] - The inquiry from investors suggests a growing interest in the company's strategic direction regarding liquid cooling technology [1]

Core Viewpoint - China Baoan (000009.SZ) has announced that its subsidiary, Koyi Precision, has officially begun small batch supply of harmonic reducers to customers, while the servo joint module is currently in the sample delivery stage [1] Group 1 - China Baoan's subsidiary Koyi Precision has commenced small batch deliveries of harmonic reducer products [1] - The servo joint module is in the sample delivery phase, indicating ongoing product development and customer engagement [1]