Core Insights - The automotive service sector experienced a decline of 0.22% on October 27, with Jiaoyun Co. leading the drop [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Automotive Service Sector Performance - Xiamen Xinda (000701) saw a closing price of 6.21, with a gain of 5.43% and a trading volume of 799,600 shares, totaling a transaction value of 499 million [1] - Haowu Co. (000757) closed at 6.02, up 4.88%, with a trading volume of 307,600 shares, amounting to 182 million [1] - Other notable performances include: - Zhongqi Co. (301215) at 6.53, up 1.40% [1] - Alter (300825) at 10.90, up 0.28% [1] - Guoji Automobile (600335) remained unchanged at 6.08 [1] - Dezhong Automobile (920030) at 7.40, down 0.40% [1] - Other companies like China Automotive Research (601965) saw a decline of 2.39% [1] Capital Flow Analysis - The automotive service sector experienced a net outflow of 9.07 million from institutional investors and 50.57 million from speculative funds, while retail investors saw a net inflow of 59.64 million [2] - Detailed capital flow for selected companies includes: - Xiamen Xinda had a net inflow of 14.75 million from institutional investors [3] - Jiaoyun Co. faced a net outflow of 10.84 million from institutional investors [3] - China Automotive Research had a significant net outflow of 11.15 million from institutional investors [3]

Core Viewpoint - The A-share market has seen a strong performance from Fujian concept stocks, with several companies experiencing significant price increases, indicating positive market sentiment and potential investment opportunities in this sector [1][2]. Group 1: Stock Performance - Haixia Innovation reached a daily limit increase of 20%, with a total market value of 5.108 billion [2]. - Longzhu Technology increased by over 18.6%, with a market capitalization of 2.042 billion [2]. - Yongfu Co., Ltd. rose by 15.72%, with a market value of 5.289 billion [2]. - Jiaheng Home Care saw an increase of 11.5%, with a market capitalization of 3.850 billion [2]. - Dahua Intelligent rose by 10.09%, with a market value of 5.462 billion [2]. - Fujian Cement increased by 10.07%, with a market capitalization of 2.956 billion [2]. - Jinlong Automobile saw a rise of 10.01%, with a market value of 11 billion [2]. - Pingtan Development increased by 9.91%, with a market capitalization of 9.640 billion [2]. - Chengzhan Optoelectronics rose by 9.15%, with a market value of 6.535 billion [2]. - Luqiao Information increased by 8.02%, with a market capitalization of 3.524 billion [2]. - Zhangzhou Development rose by 7.90%, with a market value of 7.853 billion [2]. - Xiamen Xinda increased by 6.28%, with a market capitalization of 4.231 billion [2]. - Jiarong Technology rose by 6.18%, with a market value of 4.005 billion [2]. - Fujian Jinsen increased by 5.24%, with a market capitalization of 2.794 billion [2]. - China Wuyi rose by 5.10%, with a market value of 4.854 billion [2]. - Zhaobiao Co., Ltd. increased by 5.03%, with a market capitalization of 3.446 billion [2].

Group 1 - Xiamen Xinda (SZ 000701) announced on October 24 that its 11th board meeting for the 2025 fiscal year was held via telecommunication, discussing the proposal for the deferred payment of salaries for some leadership members from 2022 to 2024 [1] - For the first half of 2025, Xiamen Xinda's revenue composition was as follows: 97.7% from commercial activities, 1.73% from industrial activities, and 0.57% from the service sector [1] - As of the report date, Xiamen Xinda's market capitalization was 4 billion yuan [1] Group 2 - A well-known brand spent 170 million yuan to acquire 2,000 shares of a target company with a registered capital of only 10,000 Hong Kong dollars, which has not yet commenced operations, raising questions about the necessity of the acquisition [1]

Core Viewpoint - Xiamen Xinda (000701.SZ) reported a significant increase in both revenue and net profit for the third quarter of 2025, indicating strong financial performance and growth potential [1] Financial Performance - The company's operating revenue reached 10.597 billion yuan, representing a year-on-year increase of 16.05% [1] - The net profit attributable to shareholders was 625.992 million yuan, showing a substantial year-on-year increase of 197.08% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 122.868 million yuan, reflecting a year-on-year increase of 106.99% [1]

Core Insights - The company reported a revenue of 26.921 billion yuan for the first three quarters of 2025, representing a year-on-year decline of 21.48% [1] - The net profit attributable to shareholders reached 6.6375 million yuan, showing a significant year-on-year increase of 104.68% [1] - The basic earnings per share were -0.1303 yuan, which is a year-on-year growth of 61.79% [1]

Financial Performance - The company's operating revenue for Q3 2025 reached ¥10,596,660,309.82, representing a 16.05% increase compared to ¥9,091,765,357.37 in the same period last year[4] - Net profit attributable to shareholders was ¥62,599,243.22, a significant turnaround from a loss of ¥82,075,351.81 in the previous year, marking a 197.08% improvement[4] - The basic earnings per share increased to ¥0.0447 from a loss of ¥0.1594, reflecting a 133.58% increase year-over-year[5] - Total revenue for the current period is approximately ¥26.92 billion, a decrease of 21.4% from ¥34.29 billion in the previous period[27] - Total operating costs for the current period are approximately ¥27.09 billion, down from ¥34.49 billion, reflecting a reduction of 21.5%[27] - Operating profit for the current period is approximately ¥58.86 million, a significant improvement from a loss of ¥176.62 million in the previous period[27] - The total profit for the current period is ¥59,580,889.71, compared to a loss of ¥147,840,542.92 in the previous period[28] - The net profit for the current period is ¥30,628,247.55, recovering from a net loss of ¥159,821,944.22 in the previous period[28] - The net profit attributable to the parent company's shareholders is ¥6,637,529.47, compared to a loss of ¥141,788,798.97 in the previous period[28] - The total comprehensive income for the current period is ¥20,303,999.79, compared to a loss of ¥168,644,575.63 in the previous period[28] - The company reported a basic and diluted earnings per share of -¥0.1303, improving from -¥0.3410 in the previous period[28] Assets and Liabilities - Total assets at the end of the reporting period were ¥17,158,411,544.05, up 32.57% from ¥12,835,316,082.51 at the end of the previous year[5] - Total assets increased to approximately ¥17.16 billion from ¥12.94 billion, representing a growth of 32.5%[25] - Total liabilities rose to approximately ¥13.82 billion from ¥9.79 billion, an increase of 41.1%[24] - The company’s total equity attributable to shareholders increased by 22.21% to ¥2,493,862,820.29 from ¥1,972,966,594.85 at the end of the previous year[5] - The total equity attributable to shareholders increased to approximately ¥2.49 billion from ¥2.04 billion, a growth of 22.0%[24] Cash Flow - The company reported a net cash flow from operating activities of -¥1,435,017,751.26, worsening by 604.90% compared to -¥203,578,750.72 in the same period last year[4] - The net cash flow from operating activities decreased compared to the same period last year, primarily due to increased net outflow of funds from supply chain operations[15] - The net cash flow from investing activities improved by 36.33% to -¥1,785,437,484.76 compared to -¥2,804,052,416.52 in the same period last year[13] - The net cash flow from investing activities is -¥1,785,437,484.76, an improvement from -¥2,804,052,416.52 in the previous period[31] - The net cash flow from financing activities is ¥3,620,678,165.41, slightly decreasing from ¥3,812,473,164.86 in the previous period[31] - The cash and cash equivalents at the end of the period amount to ¥1,910,714,662.31, down from ¥2,538,612,551.62 in the previous period[31] - The company received cash from sales of goods and services totaling ¥28,803,993,803.24, a decrease from ¥37,987,099,313.92 in the previous period[30] Inventory and Borrowings - The company’s inventory surged by 89.05% to ¥2,556,981,530.96 from ¥1,352,543,365.67 at the end of the previous year[12] - The total inventory at the end of the period was approximately CNY 2.56 billion, up from CNY 1.35 billion at the beginning of the period[22] - The company’s short-term borrowings increased by 191.52% to ¥5,756,670,668.50 from ¥1,974,732,717.80 at the end of the previous year[12] - Short-term borrowings surged to approximately ¥5.76 billion from ¥1.97 billion, an increase of 191.5%[24] - The total accounts payable increased compared to the end of the previous year, primarily due to an increase in payables to suppliers in supply chain operations[14] Shareholder Information - The total number of ordinary shareholders at the end of the period was 48,340, with the largest shareholder holding 39.93% of the shares[18]

证券代码：000701 证券简称：厦门信达 公告编号：2025-74 厦门信达股份有限公司 计提资产减值准备的公告 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。 根据《企业会计准则》和公司会计政策的相关规定，为更加真实、准确地反 映厦门信达股份有限公司（以下简称"公司"）截至 2025 年 9 月 30 日的资产状 况和财务状况，公司及控股子公司基于谨慎性原则，对各类资产进行了清查、分 析和评估，对部分可能发生资产减值的资产计提了减值准备。经测试，公司二〇 二五年第三季度计提资产减值准备金额为 1,243.03 万元。 现将具体情况公告如下： 公司二〇二五年第三季度计提的资产减值准备符合公司资产实际情况和相 关政策规定。公司计提资产减值准备后，能够更加公允地反映公司的资产情况， 可以使公司关于资产价值的会计信息更加真实可靠，具有合理性。 三、本次计提减值准备对公司的影响 本次资产减值损失影响本期利润总额为-1,216.56 万元，影响本期归属于母 公司所有者权益为-1,089.76 万元。 特此公告。 厦门信达股份有限公司董事会 二〇二五年十月二十五日 一、 ...

证券代码：000701 证券简称：厦门信达 公告编号：2025—75 厦门信达股份有限公司对外担保进展公告 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。 近日，厦门信达股份有限公司（以下简称"厦门信达""公司"）接到通知， 公司已签订以下 6 项担保合同： 1、公司已与中国农业银行股份有限公司厦门湖里支行签订《最高额保证合 同》，为控股子公司厦门市信达安贸易有限公司（以下简称"信达安"）向中国 农业银行股份有限公司厦门湖里支行申请 15,600 万元的融资额度提供连带责任 担保，期限 1 年。 2、公司全资子公司厦门信达国贸汽车集团股份有限公司（以下简称"信达 国贸汽车"）已与东风汽车财务有限公司签订《最高额保证合同》，为全资子公 司厦门国贸东本汽车销售服务有限公司（以下简称"厦门东本"）向东风汽车财 务有限公司申请 4,700 万元的融资额度提供连带责任担保，期限 1 年。 3、公司全资子公司信达国贸汽车已与东风汽车财务有限公司签订《最高额 保证合同》，为全资子公司福建国贸东本汽车贸易有限公司（以下简称"福建东 本"）向东风汽车财务有限公司申请 3,960 ...

证券代码：000701 证券简称：厦门信达 公告编号：2025—72 厦门信达股份有限公司董事会决议公告 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。 一、董事会会议召开情况 该议案已经董事会审计与风险控制委员会审议通过。 （二）审议通过《关于公司部分领导班子成员 2022-2024 年延期支付薪酬 兑付的议案》。 投票情况：同意 6 票，反对 0 票，弃权 0 票。 董事王明成先生、陈弘先生、吴晓强先生系关联董事，回避了该议案的表决。 厦门信达股份有限公司（以下简称"公司"）第十二届董事会二〇二五年度 第十一次会议通知于 2025 年 10 月 21 日以书面方式发出，并于 2025 年 10 月 24 日以通讯方式召开。会议应到董事 9 人，实到董事 9 人。本次会议由董事长王明 成先生主持，公司高级管理人员列席会议。本次会议召开符合《公司法》和《公 司章程》的有关规定。 二、董事会会议审议情况 与会董事经过认真审议，通过以下事项： （一）审议通过《公司二〇二五年第三季度报告》。 投票情况：同意 9 票，反对 0 票，弃权 0 票。 《厦门信达股份有限公 ...

Core Viewpoint - The automotive service sector experienced a slight decline of 0.13% on October 22, with major stocks like Jiaoyun Co. leading the drop. The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1]. Group 1: Stock Performance - Shanghai Wumao (600822) saw a significant increase of 3.86%, closing at 11.83 with a trading volume of 270,900 shares and a turnover of 321 million yuan [1]. - Jiaoyun Co. (600676) led the decline with a drop of 3.41%, closing at 6.79, with a trading volume of 553,800 shares and a turnover of 381 million yuan [2]. - Other notable performers included Guoji Automobile (600335) with a slight increase of 0.33% and Xiamen Xinda (000701) with a minor increase of 0.18% [1][2]. Group 2: Capital Flow - The automotive service sector experienced a net outflow of 29.39 million yuan from institutional investors and 20.79 million yuan from speculative funds, while retail investors saw a net inflow of 50.18 million yuan [2]. - Shanghai Wumao (600822) had a significant net outflow of 31.42 million yuan from institutional investors, while retail investors contributed a net inflow of 23.53 million yuan [3]. - Jiaoyun Co. (600676) also faced a net outflow of 31.91 million yuan from institutional investors, with retail investors contributing a net inflow of 29.76 million yuan [3].