Group 1 - The report highlights a mixed economic outlook for the US, with expectations of a government shutdown resolution and a potential interest rate cut in December, impacting market liquidity and stock performance [4][15][19] - The A-share market is expected to remain in a consolidation phase, with a focus on three main investment themes: dividend recovery, economic recovery, and technology themes benefiting from the 14th Five-Year Plan [4][21] - The report identifies ten key stocks for November, including companies in the new energy, automotive, power equipment, fixed income, and pharmaceutical sectors, with no specific ranking [3][12][19] Group 2 - The report emphasizes the importance of the 14th Five-Year Plan in guiding future development directions, particularly in technology self-reliance, domestic consumption, and new energy [17][18] - The performance of the A-share market has shown volatility, with a significant portion of public fund holdings in the TMT sector, leading to potential profit-taking pressures [21][19] - The report provides detailed financial forecasts for selected companies, indicating expected revenue and profit growth across various sectors, including new energy and automotive [22][39][45]

Core Viewpoint - Moulding Technology Co., Ltd. experienced a 5.2% increase in stock price, reaching 9.71 CNY per share, with a total market capitalization of 8.914 billion CNY as of October 31 [1] Company Overview - Jiangnan Moulding Technology Co., Ltd. was established on June 27, 1988, and listed on February 28, 1997. The company is located in Jiangyin City, Jiangsu Province, and specializes in the development, production, and sales of automotive bumpers, plastic products, molds, and high-tech molded products [1] - The revenue composition of the company is as follows: automotive parts manufacturing 84.59%, specialized equipment and mold manufacturing 6.95%, medical services 3.48%, castings 2.58%, others 1.28%, and property leasing 1.11% [1] Fund Holdings - Green Fund has a significant holding in Moulding Technology, with the Green Emerging Industries Mixed A Fund (014327) holding 11,000 shares, accounting for 6.47% of the fund's net value, making it the tenth largest holding [2] - The Green Emerging Industries Mixed A Fund was established on March 8, 2022, with a current scale of 726,200 CNY. The fund has achieved a year-to-date return of 36.76%, ranking 2352 out of 8154 in its category, and a one-year return of 39.14%, ranking 1846 out of 8046 [2]

Core Viewpoint - The company announced a profit distribution plan for the first three quarters of 2025, indicating a commitment to returning value to shareholders through cash dividends [1] Summary by Categories Profit Distribution Plan - The profit distribution plan is based on a total share capital of 918,015,389 shares, with a cash dividend of 3.268 yuan (including tax) for every 10 shares held [1] - The total cash dividend amount is 300,007,429.12 yuan [1]

Core Insights - Mould Technology (000700.SZ) reported a revenue of 5.107 billion yuan for the first three quarters of 2025, representing a year-on-year decrease of 2.70% [1] - The net profit attributable to shareholders of the listed company was 375 million yuan, down 30.42% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 346 million yuan, a decrease of 25.12% year-on-year [1] - Basic earnings per share stood at 0.409 yuan [1]

Group 1 - The core point of the article is that Mould Technology (SZ 000700) held a temporary board meeting on October 30, 2025, to discuss the proposal for the second temporary shareholders' meeting of 2025 [1] - For the first half of 2025, Mould Technology's revenue composition is as follows: automotive industry accounts for 92.83%, medical industry 3.48%, casting 2.58%, and real estate industry 1.11% [1] - As of the report, Mould Technology has a market capitalization of 8.5 billion yuan [1]

Core Viewpoint - Mould Technology (000700.SZ) reported a decline in both revenue and net profit for the first three quarters of the year, indicating potential challenges in its financial performance [1] Financial Performance - The company's operating revenue for the first three quarters was 5.107 billion yuan, a year-on-year decrease of 2.70% [1] - The net profit attributable to shareholders of the listed company was 375 million yuan, reflecting a year-on-year decline of 30.42% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 346 million yuan, down 25.12% year-on-year [1]

股票代码：000700 股票简称：模塑科技 公告编号：2025-059 江南模塑科技股份有限公司 3、会议召开的合法、合规性：召开本次股东会符合《公司法》、《股东会 议事规则》、《公司章程》等法律、法规和规范性文件的规定。 4、会议召开的日期、时间： （1）现场会议时间：2025年11月20日【星期四】14:00 （2）网络投票时间：通过交易系统进行网络投票的时间为：2025年11月20 日9:15－9:25，9:30－11:30，13:00－15:00；通过互联网投票系统投票的具体时 间为：2025年11月20日9:15至15:00期间的任意时间。 关于召开 2025 年第二次临时股东会的通知 本公司及其董事、高级管理人员保证公告内容的真实、准确和完整，公告不存在虚假记 载、误导性陈述或者重大遗漏。 本公司第十二届董事会第四次（临时）会议决定召开公司2025年第二次临时 股东会，现将会议有关召开股东会的事宜通知如下： 一、召开会议基本情况 1、股东会届次：2025年第二次临时股东会 2、股东会的召集人：董事会 5、会议的召开方式：现场投票与网络投票相结合的方式。 6、会议的股权登记日：2025年11月13日 ...

股票代码：000700 股票简称：模塑科技 公告编号：2025-056 江南模塑科技股份有限公司 第十二届董事会第四次（临时）会议决议公告 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、董事会会议召开情况 江南模塑科技股份有限公司（以下简称"公司"或"本公司"）第十二届董事会 第四次（临时）会议通知已于 2025 年 10 月 27 日以专人送达、电子邮件等形式 发出，会议于 2025 年 10 月 30 日以通讯方式召开,应到会董事 9 名, 实到会董事 9 名，会议由董事长曹克波先生主持。本次会议的召集、召开符合《公司法》及 《公司章程》的规定，会议通过如下决议： 表决结果：同意 9 票，反对 0 票，弃权 0 票，议案获得通过。 公司定于 2025 年 11 月 20 日 14：00 在公司办公楼 3 楼会议室召开 2025 年 第二次临时股东会。 表决结果：同意 9 票，反对 0 票，弃权 0 票，议案获得通过。 详细情况请查阅 2025 年 10 月 31 日在《证券时报》、《上海证券报》及巨 潮网（www.cninfo.com.cn）上披露的 ...

重要内容提示： 江南模塑科技股份有限公司 2025年前三季度利润分配预案的公告 股票代码：000700 股票简称：模塑科技 公告编号：2025-058 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。 2、独立董事专门会议审核意见 本次利润分配预案已经公司第十二届董事会第四次（临时）会议审议通过， 尚需提交公司 2025 年第二次临时股东会审议。 若在分配方案实施前公司享有利润分配权的股本由于可转债转股、股份回 购、股权激励行权、再融资新增股份上市等原因而发生变化的，按照分配总额不 变的原则对分配比例进行相应调整。 二、利润分配预案的合法性、合规性及合理性 公司本次利润分配预案在保障公司正常经营和长远发展的前提下，综合考 虑盈利水平和整体财务状况，兼顾了股东的即期利益和长远利益，体现了公司积 极回报股东、与全体股东共享公司成长的经营成果的原则。 本次利润分配预案符合《公司法》《企业会计准则》《深圳证券交易所股票 上市规则》及《公司章程》等规定，符合公司确定的利润分配政策。 三、审议程序 一、2025 年前三季度利润分配预案的主要内容 1、董事会审议情况 2025 ...

Financial Performance - The company's revenue for Q3 2025 was ¥1,708,405,101.09, representing a 0.52% increase year-over-year, while the year-to-date revenue decreased by 2.70% to ¥5,107,239,390.20[5] - Net profit attributable to shareholders for Q3 2025 was ¥81,776,859.11, a significant decline of 54.79% compared to the same period last year, and a year-to-date decrease of 30.42% to ¥375,105,400.44[5] - The basic earnings per share for Q3 2025 was ¥0.088, down 55.33% year-over-year, with diluted earnings per share also at ¥0.088[5] - Total operating revenue for the current period was ¥5,107,239,390.20, a decrease of 2.7% from ¥5,248,955,388.41 in the previous period[18] - Net profit for the current period was ¥374,358,132.92, a decline of 30.4% compared to ¥537,135,477.09 in the previous period[19] - Earnings per share (EPS) for the current period was ¥0.409, down from ¥0.5870 in the previous period[19] - The company reported a total comprehensive income of ¥478,206,859.08, compared to ¥253,806,625.07 in the previous period[19] - Other comprehensive income after tax for the current period was ¥103,848,726.16, compared to a loss of -¥283,328,852.02 in the previous period[19] Assets and Liabilities - The company's total assets at the end of Q3 2025 were ¥7,427,230,077.00, a decrease of 11.20% from the end of the previous year[5] - As of September 30, 2025, the total current assets amount to RMB 3.586 billion, down from RMB 4.419 billion at the beginning of the period[16] - The total liabilities include short-term borrowings of RMB 1.151 billion, reduced from RMB 2.077 billion at the beginning of the period[16] - Total liabilities amounted to ¥3,394,463,222.34, a decrease from ¥4,862,493,048.10 in the previous period[20] - Total equity attributable to shareholders increased to ¥4,017,187,869.94 from ¥3,486,942,634.75 in the previous period[20] Cash Flow - Cash flow from operating activities for the year-to-date period was ¥471,190,584.58, reflecting a decrease of 48.53%[5] - Operating cash flow for the current period is ¥471,190,584.58, a decrease of 48.5% from ¥915,418,980.40 in the previous period[21] - Cash inflow from sales of goods and services is ¥4,696,223,667.71, a decline of 12.9% compared to ¥5,390,317,188.31[21] - Cash outflow for purchasing goods and services is ¥3,033,218,990.17, down from ¥3,462,868,624.28, indicating a decrease of 12.4%[21] - Total cash inflow from investment activities is ¥355,205,975.21, up from ¥190,251,453.05, marking an increase of 86.5%[22] - Net cash flow from financing activities is -¥952,497,045.71, worsening from -¥309,900,205.45 in the previous period[22] - The total cash and cash equivalents at the end of the period is ¥1,060,580,099.63, down from ¥1,211,644,790.67[22] - Cash inflow from investment income is ¥306,310,493.02, an increase from ¥182,521,779.55, reflecting a growth of 67.9%[22] - Cash outflow for financing activities totaled ¥2,159,766,941.53, compared to ¥1,929,649,239.86 in the previous period, showing an increase of 11.9%[22] - The company received cash from new investments amounting to ¥2,310,000.00, up from ¥1,902,000.00, representing a growth of 21.5%[22] - The impact of exchange rate changes on cash and cash equivalents was ¥17,379,048.22, a positive shift from -¥136,505,439.68 in the previous period[22] Shareholder Information - The total number of common shareholders at the end of the reporting period is 67,447[11] - Jiangyin Moulding Group Co., Ltd. holds 37.81% of shares, amounting to 347,145,082 shares, with 260,289,700 shares pledged[11] Projects and Future Outlook - The company received project confirmations for exterior parts from a North American electric vehicle company, expected to generate total sales of RMB 1.236 billion over a lifecycle of 5 years, starting production in January 2026[13] - Another project from a luxury car client is projected to yield total sales of RMB 2.044 billion over 5 years, with production starting in January 2028[13] Financial Changes - The company reported a significant decrease in financial assets, with trading financial assets down 47.09% to ¥12,695.60 due to the sale of part of its Jiangsu Bank shares[9] - The company experienced a 206.23% increase in prepayments, amounting to ¥23,014.25, primarily due to increased prepayments for specialized equipment customization[9] - The company recorded a loss of ¥33,096,661.99 from the fair value changes of financial assets and liabilities, contrasting with a gain of ¥16,614,269.01 in the previous year[6] - The company’s financial expenses increased significantly by 255.76% to ¥10,577.77, mainly due to increased exchange losses from its Mexican subsidiary[9] - The company has reduced its holdings in Jiangsu Bank by 12.07 million shares at an average price of RMB 11.05 per share, totaling RMB 133.39 million[13] - The company has no significant changes in the scope of consolidation or shareholding ratio due to the waiver of the right of first refusal for a 51% stake in Beijing Haina Chuan[14] - The company’s management will consider market conditions for the timing of further disposals of remaining shares in Jiangsu Bank, totaling 12,930,660 shares[13] - The financial expenses for the current period were ¥105,777,701.72, compared to a financial income of -¥67,910,906.20 in the previous period[18] - The company’s deferred income tax liabilities decreased to ¥62,659,396.77 from ¥78,403,362.26 in the previous period[20]