Group 1 - The company, Yongda Co., has been confirmed as a strategic supplier for Mingyang Smart Energy Group for the year 2025 and has recently received a bid notification for the procurement project of "cabin platform (rear seat)" for the year 2026, with a bid amount of approximately 350 million yuan [1][1][1] Group 2 - The new energy heavy truck industry has experienced a significant surge, with November sales increasing by 178% year-on-year, indicating a strong demand that has led to supply shortages and customers directly urging for orders at factories, a situation described as rare in the past decade [1][1][1]

Group 1 - The company Yongda Co., Ltd. has been confirmed as a strategic supplier for Mingyang Smart Energy Group Co., Ltd. for the year 2025 [1] - The company recently received a "Notice of Winning Bid" from Mingyang Smart Energy Group, confirming its pre-bid status for the 2026 procurement project of "Cabin Platform (Post-Seat)" [1] - The total bid amount for the order is approximately 350 million yuan, subject to the final contract signing amount [1]

Group 1 - The core point of the article is that Yongda Co., Ltd. has been confirmed as a strategic supplier for Mingyang Smart Energy Group Co., Ltd. for the year 2025 and has received a pre-bid notice for a procurement project in 2026 [1] - The total amount of the order is approximately 350 million yuan, with the final amount to be determined upon contract signing [1]

Core Viewpoint - Yongda Co., Ltd. has been confirmed as a strategic supplier for Mingyang Smart Energy Group Co., Ltd. for the year 2025 and has received a bid notification for the 2026 "cabin platform (rear seat)" procurement project with a bid amount of approximately 350 million yuan [1] Group 1 - The company has been recognized as a strategic supplier for Mingyang Smart Energy Group [1] - The bid notification received indicates a significant contract opportunity for the company [1] - The total bid amount for the project is approximately 350 million yuan [1]

智通财经APP讯，永达股份(001239.SZ)发布公告，公司系明阳智慧能源集团股份有限公司2025年度战略 供应商，于近日收到明阳智慧能源集团股份有限公司签发的《中标通知书》，公司被确认为2026年 度"机舱平台(后机座)"采购项目预中标承接单位。中标金额金额约3.5亿元。 ...

Core Viewpoint - Yongda Co., Ltd. has been awarded a procurement project for the 2026 cabin platform (rear seat) by Mingyang Smart Energy Group, with an expected total order value of approximately 350 million yuan [1] Group 1 - The company has received a "Notice of Winning Bid" confirming its status as the pre-bid winning unit for the project [1] - The order cycle for this project is set for one year, with an estimated total of about 2,100 units to be delivered [1] - The breakdown of the order includes 1,700 units for onshore models and 400 units for offshore models [1]

Core Viewpoint - The company, Yongda Co., has been confirmed as the pre-bid winner for the procurement project of "cabin platform (rear seat)" for the year 2026 by Mingyang Smart Energy, with a total order value of approximately 350 million yuan [1] Group 1 - The company has received a "Notice of Winning Bid" from Mingyang Smart Energy, confirming its status as a strategic supplier for the year 2025 [1] - The order cycle for the project is set for one year, with an expected cooperation of approximately 2,100 units [1] - The company has no related party relationship with the bidder, ensuring an independent transaction [1] Group 2 - If the contract is signed and implemented, it is expected to have a positive impact on the company's operating performance [1] - There is uncertainty regarding the signing and execution of the contract, which may affect the anticipated outcomes [1]

证券代码：001239 证券简称：永达股份 公告编号：2025-058 湘潭永达机械制造股份有限公司 关于收到中标通知书的公告 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。 湘潭永达机械制造股份有限公司（以下简称"公司"）系明阳智慧能源 集团股份有限公司2025年度战略供应商，于近日收到明阳智慧能源集团股份 有限公司签发的《中标通知书》，公司被确认为2026年度"机舱平台（后机 座）"采购项目预中标承接单位。现将中标项目具体情况公告如下： 一、中标项目基本情况 1、项目名称：2026年度机舱平台（后机座）采购项目 2、招标人名称：明阳智慧能源集团股份有限公司 5、中标金额：订单总金额约3.5亿元（具体以合同签订金额为准） 6、关联关系：公司与招标人不存在关联关系。 二、中标项目对公司的影响 在当前全球能源结构加速转型、清洁能源装备市场需求持续攀升的大背 景下，我国风电企业积极推进国际化战略，通过在海外建立生产基地、与国 际合作伙伴共同开发项目等多样化的途径来扩大其全球业务。海上风电等新 能源领域发展势头迅猛，机舱平台作为海上风电设备的核心关键部件，其市 场供 ...

Core Viewpoint - Yongda Co., Ltd. is initiating a significant acquisition to strengthen control over its core subsidiary, JinYuan Equipment, by acquiring an additional 49% stake, aiming to enhance its market position in the high-end equipment sector [1][3]. Group 1: Acquisition Details - Yongda plans to acquire 49% of JinYuan Equipment through a combination of issuing shares and cash payments, while also raising additional funds from specific investors [3]. - The acquisition will result in JinYuan Equipment becoming a wholly-owned subsidiary of Yongda, following a previous acquisition of 51% of the company for 612 million yuan [1][6]. - The deal includes a profit commitment from JinYuan Equipment, ensuring a cumulative net profit of no less than 330 million yuan from 2025 to 2028 [1][8]. Group 2: Financial Performance - JinYuan Equipment reported a net profit of 197 million yuan in the first nine months of 2025, surpassing the total net profit of 2023 and 2024 combined [2][9]. - Yongda's revenue increased significantly to 1.526 billion yuan in the first three quarters of 2025, a 256.86% year-on-year growth, with net profits also showing substantial improvement [8]. - The financial data indicates that JinYuan Equipment has a strong operational capacity, with total assets of 2.015 billion yuan and total liabilities of 706 million yuan as of September 2025 [10]. Group 3: Strategic Importance - The acquisition is part of Yongda's strategy to expand its product offerings from metal structural components to high-end forged products, enhancing its competitive edge in the market [5][10]. - By consolidating JinYuan Equipment under its full control, Yongda aims to improve decision-making efficiency and strengthen the strategic role of JinYuan in its overall business development [6][10].

Group 1 - The core point of the article is that Yongda Co., Ltd. is planning to acquire 100% control of Jiangsu Jinyuan High-end Equipment Co., Ltd. through a two-step acquisition process, enhancing its market position in the high-end equipment sector [1][2][3] Group 2 - Yongda Co., Ltd. intends to purchase the remaining 49% stake in Jinyuan Equipment at a price of 13.96 yuan per share, following an initial acquisition of 51% for 612 million yuan [2][4] - The acquisition will make Jinyuan Equipment a wholly-owned subsidiary of Yongda Co., Ltd., with a performance commitment to achieve a net profit of no less than 330 million yuan during the commitment period from 2025 to 2028 [2][3] - Jinyuan Equipment specializes in the research, production, and sales of high-speed heavy-duty gear forgings, which are essential components in various industries such as wind power and engineering machinery [3][5] - The acquisition is expected to enhance Yongda Co., Ltd.'s control and equity stake in Jinyuan Equipment, thereby improving its profitability and consolidating its leading position in the high-end metal structure and forging sector [3][6] - The previous attempts by Jinyuan Equipment to go public were unsuccessful, with three IPO applications withdrawn over the years [3][5]