深圳市桑达实业股份有限公司 简式权益变动报告书 上市公司：深圳市桑达实业股份有限公司 上市地点：深圳证券交易所 股票简称：深桑达 A 股票代码：000032 信息披露义务人：中电金投控股有限公司 注册地址：天津华苑产业区海泰西路 18 号北 2-204 工业孵化-5-81 通讯地址：北京市海淀区中关村街道世纪科贸大厦 A 座 一致行动人一：中国电子信息产业集团有限公司 注册地址：北京市海淀区中关村东路 66 号甲 1 号楼 19 层 通讯地址：深圳市南山区科苑南路中电长城大厦 A 座 一致行动人二：中国中电国际信息服务有限公司 注册地址：深圳市福田区华强北街道福强社区振华路中电迪富大厦 31 层 通讯地址：深圳市福田区华强北街道福强社区振华路中电迪富大厦 一致行动人三：中国电子进出口有限公司 注册地址：北京市海淀区中关村南大街 17 号 3 号楼 17 层 1706 室 通讯地址：北京市海淀区中关村南大街 17 号 3 号楼 17 层 1706-1 室 一致行动人四：中国瑞达投资发展集团有限公司 注册地址：北京市石景山区鲁谷路 74 号 通讯地址：北京市石景山区鲁谷路 74 号 股份权益变动性质：股份减少（协 ...

Core Insights - The domestic nuclear fusion industry is entering a phase of intensive bidding, with significant increases in tender amounts observed in recent months [1] - In October, the tender amount approached 500 million yuan, while November saw a staggering 3.9 billion yuan in tenders [1] - China Fusion Energy Co., Ltd. has announced a new tender budget of nearly 150 million yuan since the fourth quarter [1] Group 1: Tender Amounts - The tender amounts for the nuclear fusion sector have surged, with October's figure nearing 500 million yuan and November's reaching 3.9 billion yuan [1] - China Fusion Energy Co., Ltd. has a new tender budget of approximately 150 million yuan in the fourth quarter [1] Group 2: Winning Companies - Over ten A-share companies have won or are pre-qualified for significant nuclear fusion contracts, including Qi Fan Cable, Wangzi New Materials, and Western Superconducting [1] - Qi Fan Cable won a contract for the procurement of 35kV power cables worth over 1.15 million yuan [1] - Wangzi New Materials' subsidiary, Ningbo Xinrong Electric Technology Co., Ltd., secured a contract worth 79.8 million yuan [1] - Western Superconducting's subsidiary, Xi'an Juneng Superconducting Wire Technology Co., Ltd., won a contract for superconducting wire worth 55 million yuan [1] Group 3: Detailed Bidder Information - A table lists various companies and their respective winning bids, including: - Wangzi New Materials: 79.8 million yuan through its subsidiary [2] - Antai Technology: 69.9 million yuan [2] - Western Superconducting: 55 million yuan through its subsidiary [2] - Other notable companies include Oriental Precision Engineering, China Construction, and others with bids ranging from 1.2 million to 49.1 million yuan [2]

证券代码：000032 证券简称：深桑达 A 公告编号：2025-081 深圳市桑达实业股份有限公司 关于累计诉讼的公告 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。 一、诉讼仲裁事项 （一）尚未披露的诉讼仲裁事项 自上一期诉讼公告披露日至今，深圳市桑达实业股份有限公司（以下简称"公 司"）及控股子公司发生诉讼仲裁案件共计 115 件，涉案金额总计为人民币 1,067,984,632.74 元，已超过公司最近一期经审计净资产（2024 年年报数据） 的 10%。其中公司及控股子公司作为原告的案件共计 12 件，涉案金额为人民币 444,012,060.62 元 ； 作 为 被 告 的 案 件 共 计 103 件 ， 涉 案 金 额 为 人 民 币 623,972,572.12 元。 | | | 中电桑达电子 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 设备（江苏） | | | | | 南京市 | | | | 江苏科中信 | 有限公司、中 | | 公司盈 ...

Group 1 - A total of 78 stocks in the A-share market experienced block trading today, with a total transaction value of 3.755 billion yuan [1] - The top three stocks by transaction value were Minsheng Bank (2.149 billion yuan), WuXi AppTec (430 million yuan), and Luxin Technology (119 million yuan) [1] - Among the stocks, 8 were traded at par, 3 at a premium, and 67 at a discount; the highest premium rates were for AVIC Optoelectronics (8.04%), Zhongke Shuguang (7.92%), and Haowei Group (2.07%) [1] Group 2 - The top buying amounts from institutional special seats were led by WuXi AppTec (251 million yuan) and Minsheng Bank (108 million yuan) [2] - The top selling amounts from institutional special seats included Jintian Titanium Industry (18.74 million yuan) and Huilong New Materials (9.97 million yuan) [2]

Investment Rating - The report assigns a "Buy" rating to the company with a current price of 18.54 CNY and a fair value of 22.26 CNY [6]. Core Insights - The company is a leading provider of cleanroom technology services and is actively expanding its cloud and data services, which are expected to benefit from the increasing demand for government and enterprise cloud adoption [2][6]. - The company has undergone several asset restructurings, focusing on digital information services and industrial services, with significant ownership by China Electronics [12][15]. - The cleanroom market is projected to grow significantly, with the company positioned to benefit from the expansion of the domestic electronics industry [6][19]. Summary by Sections Company Overview - The company was established in 1987 and has transformed through multiple acquisitions, including the purchase of China System in 2020, which shifted its focus to information and industrial services [12][15]. - As of Q3 2025, China Electronics holds a 42.25% stake in the company, which is a key player in the cleanroom engineering sector [15][19]. Financial Performance - Revenue has shown a compound annual growth rate (CAGR) of 16.4% from 2021 to 2024, increasing from 427.04 million CNY to 673.89 million CNY [22][24]. - The company reported a net profit of 3.30 million CNY in 2023, with expectations of maintaining similar levels in 2024 [22][24]. - The gross profit margin for the high-tech industrial engineering service segment has been stable, while the digital and information services segment has seen fluctuations [19][22]. Cloud and Data Services Market - The cloud services market is experiencing high growth, driven by government policies and the increasing need for digital transformation across various sectors [37][39]. - The company focuses on three main product lines within its cloud services: cloud computing and storage, data innovation, and digital government services [6][35]. - The government has set ambitious targets for the digital economy, which is expected to further boost the demand for cloud services [37][39]. Cleanroom Engineering Services - The cleanroom market is projected to reach 1,157 billion CNY in the electronics sector by 2025, with the company being a leading player in this space [6][19]. - The company has established strong partnerships with major clients in the semiconductor industry, enhancing its competitive position [6][19]. Profitability Forecast and Investment Recommendations - The report forecasts net profits of 238 million CNY, 278 million CNY, and 307 million CNY for the years 2025 to 2027, respectively [5][6]. - The company is valued at 253 billion CNY based on segment valuations, leading to a fair value estimate of 22.26 CNY per share [6].

机构专用席位买入额排名：华谊兄弟(6230.16万元)、飞龙股份(4682.99万元)、盐湖股份(4002万元)、强 瑞技术(3432.03万元)、深桑达A(2725.5万元)、强达电路(2003.1万元)、岳阳兴长(1999.78万元)、智微智 能(1960.98万元)、盟固利(1904.94万元)、奕东电子(1461.6万元)、星云股份(1244.29万元)、利源股份 (1177.62万元)、国瑞科技(638万元)、澄天伟业(509.43万元)、鸿富瀚(420.47万元)、联动科技(413.31万 元)、恒勃股份(300.58万元)、中矿资源(296.74万元)、长江材料(259.1万元)、英飞特(204.96万元)、赛意 信息(204万元)、科力尔(201.11万元)。 Wind数据显示，今日(12月17日)A股共43只个股发生大宗交易，总成交7.17亿元，其中飞龙股份、奕东 电子、华谊兄弟成交额居前，成交额依次为7762.54万元、6628.02万元、6230.16万元。 成交价方面，共2只股票平价成交，1只股票溢价成交，40只股票折价成交；万和电气溢价成交，溢价率 为1.52%；纳科诺尔、联动科技、 ...

深桑达Ａ在互动平台表示，公司为相关行业客户提供高科技产业工程服务，项目金额占公司整体营业收 入比例较小。 深桑达Ａ在互动平台表示，公司为相关行业客户提供高科技产业工程服务，项目金额占公司整体营业收 入比例较小。 (本文来自第一财经) (本文来自第一财经) ...

每经AI快讯，12月11日，有投资者问，在海南商业航天发射场的项目都有哪些？公司在商业航天的战 略布局进展如何？深桑达A在互动平台表示，公司为相关行业客户提供高科技产业工程服务，项目金额 占公司整体营业收入比例较小。 ...

人民财讯12月11日电，有投资者在互动平台向深桑达A提问：在海南商业航天发射场的项目都有哪些？ 公司在商业航天的战略布局进展如何？对此，深桑达A回复称，公司为相关行业客户提供高科技产业工 程服务，项目金额占公司整体营业收入比例较小。 ...

格隆汇12月11日丨深桑达Ａ(000032.SZ)在投资者互动平台表示，公司为相关行业客户提供高科技产业 工程服务，项目金额占公司整体营业收入比例较小。 ...