格隆汇11月6日丨四川九洲(000801.SZ)公布，经自查，公司控股子公司四川九洲空管科技有限责任公司 需补缴税款23,465,697.71元，滞纳金16,342,877.30元，合计39,808,575.01元。截至本公告披露日，上述 税款及滞纳金已全部缴纳完毕，主管税务部门未对该事项给予行政处罚。 ...

证券代码：000801 证券简称：四川九洲 公告编号：2025062 四川九洲电器股份有限公司 关于子公司补缴税款的公告 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。 四川九洲电器股份有限公司（以下简称公司）及子公司近期 对涉税业务开展了自查，现将有关情况公告如下： 本次补缴税款事项不会影响公司的正常经营，敬请广大投资 者注意投资风险。 特此公告。 四川九洲电器股份有限公司董事会 2025年11月7日 一、基本情况 经自查，公司控股子公司四川九洲空管科技有限责任公司需 补缴税款 23,465,697.71 元，滞纳金 16,342,877.30 元，合计 39,808,575.01 元。 截至本公告披露日，上述税款及滞纳金已全部缴纳完毕，主 管税务部门未对该事项给予行政处罚。 二、对公司的影响及风险提示 根据《企业会计准则第 28 号——会计政策、会计估计变更 和差错更正》相关规定，上述补缴税款及滞纳金事项不属于前期 会计差错，不涉及前期财务数据追溯调整。上述补缴的税款及滞 纳金将计入公司 2025 年当期损益，对公司 2025 年度归属于上市 公司股东的净 ...

Core Viewpoint - Sichuan Jiuzhou (000801.SZ) announced that its subsidiary, Sichuan Jiuzhou Air Traffic Control Technology Co., Ltd., is required to pay back taxes of 23.4657 million yuan and late fees of 16.3429 million yuan, totaling 39.8086 million yuan. As of the announcement date, all payments have been completed, and the tax authority has not imposed any administrative penalties [1]. Group 1 - The company has identified a tax payment obligation amounting to 23.4657 million yuan [1] - The total amount including late fees is 39.8086 million yuan [1] - All payments have been made as of the announcement date [1]

Core Viewpoint - Sichuan Jiuzhou (000801) has seen significant financing activity, with a net purchase of 301.86 million yuan on November 3, 2025, and a cumulative net purchase of 2,833.58 million yuan over the last three trading days [1][2]. Financing Summary - On November 3, 2025, the financing buy-in was 25.02 million yuan, while financing repayment was 21.99 million yuan, resulting in a financing balance of 932 million yuan [1]. - The financing balance has shown a slight decrease in the proportion of market capitalization, standing at 5.96% on November 3, compared to 6.03% on October 30 [2]. Margin Trading Summary - On November 3, 2025, there were 500 shares sold short and 400 shares repaid, leading to a net short sale of 100 shares, with a remaining short position of 109,600 shares [3]. - The margin trading balance increased by 0.33% to 934 million yuan on November 3, 2025, reflecting a positive trend in trading activity [4]. General Knowledge - Current requirements for individual investors to participate in margin trading include having at least six months of trading experience and an average asset of 500,000 yuan over the previous 20 trading days [5]. - The number of margin trading stocks on the Shanghai Stock Exchange is set to increase from 800 to 1,000, while the Shenzhen Stock Exchange will expand its eligible stocks from 800 to 1,200 [5].

Core Insights - The black home appliance sector experienced a 1.34% increase on November 3, with XGIMI Technology leading the gains [1] - The Shanghai Composite Index closed at 3976.52, up 0.55%, while the Shenzhen Component Index closed at 13404.06, up 0.19% [1] Stock Performance - XGIMI Technology (688696) closed at 111.89, up 9.04% with a trading volume of 32,600 lots and a transaction value of 352 million [1] - Tongzhou Electronics (002052) rose by 3.37% to 14.74, with a trading volume of 343,400 lots [1] - ST Gauss (002848) increased by 1.88% to 8.15, with a trading volume of less than 39,200 lots [1] - Sichuan Changhong (600839) and Skyworth Digital (000810) both saw a 1.47% increase, closing at 10.33 and 13.80 respectively [1] - Other notable stocks include Feichi Co. (002429) up 0.81% and Jiulian Technology (688609) up 0.49% [1] Capital Flow - The black home appliance sector saw a net inflow of 52.75 million from main funds, while retail funds experienced a net outflow of 37.64 million [1] - Main fund inflows for Sichuan Changhong were negative at -35.79 million, while XGIMI Technology had a positive inflow of 31.84 million [2] - Retail investors showed a significant outflow from XGIMI Technology, totaling -2.56 million [2]

Report's Investment Rating for the Industry - No information about the industry investment rating is provided in the report. Core Viewpoints of the Report - The report regularly tracks the latest information on private exchangeable bond (private EB) projects from public channels, including basic elements such as issuance scale, underlying stocks, and main underwriters, while noting that issuance terms may change and advising to consult the final prospectus and relevant lead underwriters for issuance progress [1]. Summary by Related Catalog New Project Information Last Week - The private exchangeable bond project of Yingfeng Group Co., Ltd. in 2025 was approved by the exchange, with a proposed issuance scale of 1 billion yuan (down from the previous scale), underlying stocks being Yingfeng Environment/Baina Qiancheng (000967.SZ/300291.SZ), and main underwriters being Shen港 Securities, CICC, and Huafu Securities (CICC and Huafu were newly added compared to before), updated on October 30, 2025 [1]. - The private exchangeable bond project of Guangdong Guangxin Holdings Group Co., Ltd. in 2025 was approved by the exchange, with a proposed issuance scale of 3 billion yuan, underlying stocks being Shengyi Technology/Xinghu Technology (600183.SH/600866.SH), and the main underwriter being CITIC Securities, updated on October 30, 2025 [1]. - The private exchangeable bond project of Fujian State - owned Assets Management Co., Ltd. in 2025 was approved by the exchange, with a proposed issuance scale of 200 million yuan, the underlying stock being Fuguang Co., Ltd. (688010.SH), and the main underwriter being Guoxin Securities, updated on October 29, 2025 [1]. - The private technology - innovation exchangeable bond project of Chongqing Xiaokang Holdings Co., Ltd. in 2025 was approved by the exchange, with a proposed issuance scale of 3 billion yuan, the underlying stock being Seres (601127.SH), and the main underwriter being Hongta Securities, updated on October 28, 2025 [1]. - The private technology - innovation exchangeable bond project of New Hope Group Co., Ltd. in 2025 received feedback from the exchange, with a proposed issuance scale of 4.5 billion yuan, the underlying stock being New Hope (000876.SZ), and the main underwriter being CICC, updated on October 31, 2025 [1]. - The private technology - innovation exchangeable bond project of Sichuan Jiuzhou Investment Holdings Group Co., Ltd. in 2025 received feedback from the exchange, with a proposed issuance scale of 1 billion yuan, the underlying stock being Sichuan Jiuzhou (000801.SZ), and the main underwriter being CITIC Securities, updated on October 28, 2025 [1]. - The private exchangeable bond project of Haixia Innovation Internet Co., Ltd. in 2025 was accepted by the exchange, with a proposed issuance scale of 300 million yuan, the underlying stock being Fengzhushou (301382.SZ), and the main underwriter being Dongguan Securities, updated on October 31, 2025 [1]. Overall Project Status (Table 1) - There are multiple private exchangeable bond projects in different statuses (approved, received feedback, accepted), including details such as bond names, main underwriters, issuance scales, underlying stocks, project statuses, and update dates [3].

Core Insights - The black home appliance sector saw a rise of 0.73% on October 31, with *ST Gauss leading the gains [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Stock Performance - *ST Gauss closed at 8.00, up 2.56% with a trading volume of 45,500 shares and a turnover of 36.18 million yuan [1] - Other notable performers include: - Chuangwei Digital: closed at 13.60, up 2.56% with a trading volume of 231,100 shares [1] - Hisense Visual: closed at 24.78, up 2.19% with a trading volume of 165,500 shares [1] - Sichuan Jiuzhou: closed at 15.32, up 1.46% with a trading volume of 151,900 shares [1] - Jiu Lian Technology: closed at 10.12, up 1.30% with a trading volume of 125,600 shares [1] - Sichuan Changhong: closed at 10.18, up 0.99% with a trading volume of 854,600 shares [1] - Other stocks showed mixed results, with some experiencing declines [1] Capital Flow - The black home appliance sector experienced a net outflow of 6.06 million yuan from institutional investors and 61.07 million yuan from retail investors, while individual investors saw a net inflow of 67.13 million yuan [1] - Notable capital flows include: - Sichuan Changhong: net inflow of 62.17 million yuan from institutional investors [2] - Hisense Visual: net inflow of 47.43 million yuan from institutional investors [2] - Chuangwei Digital: net inflow of 15.56 million yuan from institutional investors [2] - *ST Gauss: net inflow of 7.67 million yuan from institutional investors [2] - Other companies like Extreme Technology and Tongzhou Electronics saw significant net outflows from institutional investors [2]

Core Viewpoint - Sichuan Jiuzhou is a leading domestic research and production base for military and civil air traffic control systems and equipment, with a strong market share in smart terminal products and comprehensive product and system solution capabilities [1] Group 1: Business Performance - In Q3 2025, Sichuan Jiuzhou achieved a revenue of 2.83 billion yuan, ranking 2nd in the industry, with the top competitor, Skyworth Digital, generating 6.456 billion yuan [2] - The main business composition includes smart terminal products at 1.182 billion yuan (63.76%), air traffic control products at 461 million yuan (24.84%), and microwave RF at 172 million yuan (9.25%) [2] - The net profit for the same period was 126 million yuan, also ranking 2nd in the industry, with the leading competitor, Tongzhou Electronics, at 230 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, the company's asset-liability ratio was 55.30%, higher than the industry average of 51.32% [3] - The gross profit margin for Q3 2025 was 20.27%, lower than the industry average of 23.05% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 26.67% to 71,500 [5] - The average number of circulating A-shares held per shareholder increased by 36.38% to 14,300 [5] Group 4: Management and Compensation - The chairman, Gu Yu, has not disclosed salary data, while the general manager, Chen Xingde, received a salary of 670,000 yuan in 2024, down from 750,000 yuan in 2023 [4] Group 5: Market Outlook and Growth - The company is recognized as the largest domestic base for military and civil air traffic control systems, with significant growth in revenue and net profit in H1 2025 [6] - The smart terminal business saw a year-on-year revenue increase, and the air traffic control equipment business also experienced growth, with improved gross margins [6] - Future revenue projections for 2025-2027 are 4.392 billion, 5.473 billion, and 6.118 billion yuan, with net profits of 221 million, 304 million, and 368 million yuan respectively [6]

Market Overview - The black home appliance sector experienced a decline of 2.16% on October 30, with Sichuan Jiuzhou leading the drop [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Notable stock performances in the black home appliance sector included: - Jiulian Technology (688609) rose by 1.63% to a closing price of 66.6 [1] - Sichuan Jiuzhou (000801) fell by 4.25% to a closing price of 15.10 [1] - Tongzhou Electronics (002052) saw a decline of 3.73% to a closing price of 15.21 [1] - The trading volume and turnover for key stocks were significant, with Sichuan Changhong (600839) recording a turnover of 946 million [1] Capital Flow - The black home appliance sector saw a net outflow of 374 million from main funds, while retail investors contributed a net inflow of 223 million [1] - The capital flow for individual stocks indicated: - Jiulian Technology had a net inflow of 3.55 million from main funds [2] - Sichuan Jiuzhou experienced a significant net outflow of 66.24 million from main funds [2] - Creative Digital (000810) had a net outflow of 31.78 million from main funds [2]

证券代码：000801 证券简称：四川九洲 公告编号：2025060 四川九洲电器股份有限公司 关于续聘会计师事务所的公告 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。 特别提示： 1.拟续聘会计师事务所名称：中汇会计师事务所（特殊普通 合伙）。 2.本次续聘会计师事务所符合财政部、国务院国资委、证监 会印发的《国有企业、上市公司选聘会计师事务所管理办法》（财 会〔2023〕4 号）的规定。 四川九洲电器股份有限公司（以下简称公司）于 2025 年 10 月 28 日召开第十三届董事会 2025 年度第八次会议，审议通过《关 于续聘会计师事务所的议案》，同意续聘中汇会计师事务所（特 殊普通合伙）为公司 2025 年度审计服务机构，该事项尚需提交 公司股东会审议。现将具体情况公告如下： 一、拟续聘会计师事务所的基本情况 （一）基本信息 中汇会计师事务所（特殊普通合伙），于 2013 年 12 月转 制为特殊普通合伙，管理总部设立于杭州，系原具有证券、期货 业务审计资格的会计师事务所之一，长期从事证券服务业务。 事务所名称：中汇会计师事务所（特殊普通合伙） 成立 ...