本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 证券代码：000032 证券简称：深桑达Ａ 公告编号：2026-005 深圳市桑达实业股份有限公司 关于签订募集资金三方监管协议的公告 一、募集资金基本情况 根据中国证券监督管理委员会出具的《关于同意深圳市桑达实业股份有限公 司向特定对象发行股票注册的批复》（证监许可〔2025〕991 号），深圳市桑达 实业股份有限公司（以下简称"公司"）向特定对象发行人民币普通股（A 股） 77,220,077 股 ， 每 股 发 行 价 格 为 15.54 元 ， 募 集 资 金 总 额 为 人 民 币 1,199,999,996.58 元，募集资金净额为人民币 1,198,089,411.61 元；上述募集 资金已于 2025 年 12 月 31 日汇入公司募集资金监管账户，中兴华会计师事务所 (特殊普通合伙)进行了审验并出具了《验资报告》[中兴华验字（2026）第 010002 号]。 截至目前，公司已完成上述募集资金专项账户的开立，并与保荐机构中信建 投证券股份有限公司（以下简称"中信建投"）、存放募集资金的商业银行签 ...

Group 1 - The report highlights a significant increase in the State Grid's capital expenditure during the "14th Five-Year Plan" period, with a projected investment of approximately 4 trillion yuan during the "15th Five-Year Plan," representing a 40% increase compared to the previous plan [15][18][21] - The report recommends focusing on power engineering companies, specifically China Electric Power Construction, China Huadian Engineering, and China Energy Engineering, which are well-positioned to benefit from the increased capital expenditure [21][22] - The report emphasizes the importance of selecting companies with strong fundamentals and low valuations based on ROE and valuation percentiles, recommending firms such as China Chemical, China National Materials, and Donghua Technology [23][24] Group 2 - Weekly tracking indicates steady progress in coal chemical projects, with significant contract awards for the coal-to-natural gas project in Xinjiang, totaling over 15 billion yuan [28][29] - The hydrogen energy sector is gaining momentum, with government initiatives promoting zero-carbon factory construction and the launch of major projects like the Baowu Green Hydrogen Industrial Park, which has a total investment of 110.9 billion yuan [31][32] - The report notes a slight decline in steel prices, with average prices for medium-thick plates and rebar decreasing by 0.5% and 0.8% respectively, indicating a stable but low price environment [31]

Core Viewpoint - The company, 深桑达A, positions itself as a leading provider of cleanroom solutions, focusing on delivering comprehensive services for high-tech industries [1] Company Overview - The company specializes in cleanroom engineering and is a major builder for integrated circuits, semiconductor equipment, and semiconductor materials factories in China [1] - Its client base includes domestic and international companies across various sectors such as 12-inch chips, 8-inch chips, compound semiconductors, packaging testing, and semiconductor equipment materials [1]

Group 1 - On January 21, a total of 4 companies in the A-share market announced plans related to private placements, with 2 companies disclosing new private placement proposals and 2 companies having their proposals approved by the exchange [1] - The highest proposed fundraising amounts from the newly disclosed private placement plans are from Jinma Amusement and Jincai Internet, with proposed amounts not exceeding 1.053 billion yuan and 570 million yuan, respectively [1] - Since the beginning of the year, 9 companies have announced completed private placement plans, with 4 companies raising over 1 billion yuan. Specifically, the highest fundraising amounts were from Shanggong Electric, Shensangda A, and Taisheng Wind Energy, raising 1.649 billion yuan, 1.2 billion yuan, and 1.176 billion yuan, respectively [1]

Group 1 - The company is a leading enterprise in the high-tech industry service sector, providing cleanroom overall solutions and intelligent operation solutions for strategic emerging industries such as electronic information, health care, new energy, and new materials [1] - The company plans to increase its market development efforts in overseas engineering design consulting, construction, and related product sales, aiming for sustained high-quality growth in overseas business [1] - The company will cultivate its own products and technical service capabilities in high-tech engineering fields, including electronic water treatment, digital factory management, cleanroom system products, and intelligent operation, to create new growth drivers in the high-tech industry service sector [1]

Core Viewpoint - The stock of Shenzhen Sanda A has experienced a decline of 4.60% on January 15, with a current price of 22.19 CNY per share and a total market capitalization of 25.251 billion CNY. The company has seen a year-to-date increase of 14.68% in stock price, but recent financial results indicate a significant drop in revenue and net profit [1][2]. Financial Performance - For the period from January to September 2025, Shenzhen Sanda A reported a revenue of 33.019 billion CNY, representing a year-on-year decrease of 31.81%. The net profit attributable to shareholders was -299 million CNY, a decline of 136.01% compared to the previous year [2]. - The company has distributed a total of 911 million CNY in dividends since its listing, with 353 million CNY distributed over the last three years [3]. Stock and Market Activity - As of January 15, the stock has seen a trading volume of 183 million CNY, with a turnover rate of 0.72%. The net outflow of main funds was 23.2916 million CNY, with significant buying and selling activity from large orders [1]. - The number of shareholders has increased to 69,800, with an average of 15,608 shares held per shareholder, reflecting a decrease of 4.34% [2]. Business Overview - Shenzhen Sanda A, established on December 4, 1993, operates in logistics, warehousing, electronic manufacturing, and real estate. The main revenue sources include high-tech industrial engineering services (92.43%), digital heating and new energy services (4.70%), and digital and information services (2.26%) [1]. - The company is categorized under the construction decoration industry, specifically in specialized engineering, and is involved in sectors such as big data, online office, artificial intelligence, and smart transportation [2]. Shareholder Composition - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which is a new shareholder holding 8.2962 million shares [3].

Group 1 - The company expects a net loss attributable to shareholders of 85 million to 165 million yuan for the fiscal year 2025, marking a shift from profit to loss compared to the previous year [1] - The company's high-tech industry service business has been impacted by a decline in domestic market demand and increasing industry competition, leading to a decrease in both revenue and gross margin compared to the same period last year [1] - In response to the challenging market environment, the company is actively adjusting its business strategy by expanding international operations, with new contract amounts for international business reaching 6.62 billion yuan in 2025, a year-on-year increase of 185% [1] Group 2 - The company is focusing its digital and information services business on key industries, clients, and products, particularly in defense, research institutions, and central enterprises [2] - The subsidiary, China Electronics Cloud Computing Technology Co., Ltd., is actively participating in the construction and operation of high-quality data sets for key industries and clients [2] - The company has seen growth in new contract amounts, especially for self-developed products, and has reduced operating losses compared to the previous year [2]

格隆汇1月14日｜深桑达A公告，预计2025年度净利润为负，预计为-1.65亿元至-8500万元，上年同期为 3.3亿元。报告期内，公司高科技产业服务业务受国内市场需求下降且行业竞争日益激烈的影响，营业 收入、毛利率相比去年同期均有所下降。 ...

Core Viewpoint - The company, 深桑达A, is forecasting a significant net profit loss for 2025, indicating challenges in its high-tech industry service business due to declining domestic market demand and increasing competition [2] Financial Performance - The company expects a net profit loss ranging from 85 million to 165 million yuan for 2025, compared to a net profit of 330 million yuan in the same period last year [2] - Revenue and gross margin are both projected to decline compared to the previous year, reflecting the adverse market conditions [2]

证券代码：000032 证券简称：深桑达A 公告编号：2026-003 2026 年 1 月 15 日 本公司及董事会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、误导性陈述或重大遗漏。 深圳市桑达实业股份有限公司（以下简称"公司"）于 2025 年 12 月 1 日召开 公司 2025 年第四次临时股东大会，审议通过《关于公司董事会换届提名独立董 事候选人的议案》，同意选举李世辉先生、孔繁敏先生、宋云锋先生、唐乐民先 生为公司第十届董事会独立董事，任期自公司 2025 年第四次临时股东大会审议 通过之日起三年。截至公司 2025 年第四次临时股东大会通知发出之日，唐乐民 先生尚未取得独立董事培训证明。根据深圳证券交易所的相关规定，唐乐民先生 已书面承诺参加最近一期独立董事培训并取得深圳证券交易所认可的独立董事 培训证明。 近日，公司董事会收到唐乐民先生的通知，获悉其已按照相关规定参加了深 圳证券交易所举办的上市公司独立董事培训，并取得了由深圳证券交易所创业企 业培训中心颁发的《上市公司独立董事培训证明》。 特此公告。 董事会 深圳市桑达实业股份有限公司 关于独立董事取得独立董事培训证明的公告 ...