Group 1: Company Overview - The company is listed under the stock code 001239 and is known as 永达股份 (Yongda Co., Ltd.) [1] - The company is involved in the manufacturing of metal structural components for mainstream shield machines in the domestic market [2] Group 2: Investor Relations Activities - An earnings briefing was held on September 19, 2025, via an online platform [2] - The meeting was attended by the board secretary and a securities representative [2] Group 3: Key Investor Questions and Responses - **Hydropower Project Involvement**: The company does not have direct orders related to the Yarlung Tsangpo River hydropower project, which has a total investment of approximately ¥1.2 trillion [2] - **Robotics Development Plans**: The company has limited involvement in the robotics sector, with its subsidiary's products being applied but not deeply integrated into this field [2] - **Dividend Distribution Concerns**: The company has a shareholder return plan for the first three years post-listing and is committed to adhering to dividend policies [3] - **Profitability Post-Acquisition**: The increase in revenue following the acquisition of 金源 (Jin Yuan) has not significantly boosted profits due to merger-related expenses impacting net profit [3] - **Future Contracts and Orders**: The company will disclose any significant contracts or orders as per legal requirements, ensuring timely information dissemination to investors [3]

Group 1 - On September 18, Yongda Co., Ltd. experienced a decline of 1.98% in stock price, with a trading volume of 92.14 million yuan [1] - The financing data on the same day showed a financing purchase amount of 8.18 million yuan and a financing repayment of 12.20 million yuan, resulting in a net financing outflow of 4.01 million yuan [1] - As of September 18, the total balance of margin trading for Yongda Co., Ltd. was 79.95 million yuan, accounting for 4.16% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of July 18, the number of shareholders for Yongda Co., Ltd. was 17,200, an increase of 0.32% from the previous period, while the average circulating shares per person decreased by 0.32% to 6,639 shares [2] - For the first half of 2025, Yongda Co., Ltd. achieved an operating income of 1.02 billion yuan, representing a year-on-year growth of 225.27%, and a net profit attributable to shareholders of 58.08 million yuan, up 80.18% year-on-year [2] Group 3 - Yongda Co., Ltd. is located in Xiangtan City, Hunan Province, and was established on July 4, 2005, with its listing date set for December 12, 2023 [1] - The company's main business involves the design, production, and sales of large specialized equipment metal structural components, with revenue composition as follows: wind power industry 72.64%, engineering machinery industry 11.77%, other products 8.05%, tunnel excavation industry 3.00%, other equipment forgings 2.94%, and other structural components 1.61% [1]

Market Performance - The engineering machinery sector increased by 2.81% on September 17, with Wantong Hydraulic leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Individual Stock Performance - Wantong Hydraulic (code: 830839) closed at 45.91, up 12.41% with a trading volume of 50,300 shares and a turnover of 221 million yuan [1] - Changling Hydraulic (code: 605389) closed at 53.37, up 10.00% with a trading volume of 27,100 shares [1] - Hangcha Group (code: 603298) closed at 28.85, up 8.09% with a trading volume of 180,100 shares and a turnover of 506 million yuan [1] - Zhonglian Heavy Industry (code: 000157) closed at 7.71, up 4.76% with a trading volume of 2,696,700 shares and a turnover of 2.043 billion yuan [1] Capital Flow Analysis - The engineering machinery sector saw a net inflow of 197 million yuan from institutional investors, while retail investors experienced a net outflow of 75.92 million yuan [2] - The main stocks with significant net inflows included Zhonglian Heavy Industry with 202 million yuan and Zhejiang Dingli with 89.57 million yuan [3] Summary of Stock Movements - The overall performance of the engineering machinery sector indicates a positive trend, with several key players showing substantial gains in both stock price and trading volume [1][2] - The capital flow data suggests a strong interest from institutional investors, contrasting with the outflows from retail investors, indicating a potential shift in market sentiment [2][3]

登录新浪财经APP 搜索【信披】查看更多考评等级 湘潭永达机械制造股份有限公司董事会 投资者网上集体接待日暨半年度业绩说明会活动的公告 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。 为进一步加强与投资者的互动交流，湘潭永达机械制造股份有限公司（以下简称"公司"）将参加由湖南 证监局、湖南省上市公司协会与深圳市全景网络有限公司联合举办的"资本聚三湘 楚光耀新程--2025年 湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明会"活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站（https://rs.p5w.net），或关注微信 公众号：全景财经，或下载全景路演APP，参与本次互动交流，活动时间为2025年9月19日（星期五） 14:00-17:00。届时公司董事会秘书将在线就公司2024年至2025半年度业绩、公司治理、发展战略、经营 状况、融资计划、股权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投 资者踊跃参与！ 特此公告。 证券代码：001239 证券简称：永达股份 公告编号：2025 ...

证券代码：001239 证券简称：永达股份 公告编号：2025-049 湘潭永达机械制造股份有限公司 关于参加2025年湖南辖区上市公司投资者网上集体接待日 暨半年度业绩说明会活动的公告 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 为进一步加强与投资者的互动交流，湘潭永达机械制造股份有限公司（以下 简称"公司"）将参加由湖南证监局、湖南省上市公司协会与深圳市全景网络有 限公司联合举办的"资本聚三湘 楚光耀新程--2025年湖南辖区上市公司投资者网 上集体接待日暨半年度业绩说明会"活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演APP， 参与本次互动交流，活动时间为2025年9月19日（星期五）14:00-17:00。届时公 司董事会秘书将在线就公司2024年至2025半年度业绩、公司治理、发展战略、经 营状况、融资计划、股权激励和可持续发展等投资者关心的问题，与投资者进行 沟通与交流，欢迎广大投资者 ...

Core Viewpoint - Yongda Co., Ltd. has shown significant growth in revenue and net profit, indicating strong performance in its main business sectors, particularly in wind power generation [2]. Financing and Trading Activity - On September 12, Yongda Co., Ltd. experienced a stock price decline of 0.75%, with a trading volume of 73.14 million yuan [1]. - The financing buy-in amount for Yongda Co., Ltd. on the same day was 9.52 million yuan, while the financing repayment was 8.93 million yuan, resulting in a net financing buy-in of 0.59 million yuan [1]. - As of September 12, the total financing and securities lending balance for Yongda Co., Ltd. was 84.51 million yuan, accounting for 4.33% of its market capitalization, which is above the 80th percentile level over the past year [1]. Business Performance - For the first half of 2025, Yongda Co., Ltd. achieved an operating income of 1.02 billion yuan, representing a year-on-year growth of 225.27% [2]. - The net profit attributable to the parent company for the same period was 58.08 million yuan, reflecting an increase of 80.18% year-on-year [2]. - The company's main business revenue composition includes 72.64% from the wind power generation sector, 11.77% from the engineering machinery sector, and smaller contributions from other sectors [1].

（文章来源：证券日报） 证券日报网讯 9月9日晚间，永达股份发布公告称，公司第二届董事会第八次会议审议通过了《关于提 请召开2025年第一次临时股东大会的议案》等多项议案。 ...

证券日报网讯 9月9日晚间，永达股份发布公告称，公司第二届监事会第七次会议审议通过了《关于修 订并办理工商变更登记的议案》。 （文章来源：证券日报） ...

证券日报网讯 9月9日晚间，永达股份发布公告称，公司于2025年9月9日召开了职工代表大会，经职工 代表大会民主选举，选举韩文志先生为第二届董事会职工代表董事。 （文章来源：证券日报） ...

2025年1至6月份，永达股份的营业收入构成为：风力发电设备结构件占比72.64%，工程机械设备结构 件占比11.77%，其他产品占比8.06%，隧道掘进及其配套设备结构件占比3.0%，其他设备锻件占比 2.94%。 （记者 王晓波） 截至发稿，永达股份市值为41亿元。 每经AI快讯，永达股份（SZ 001239，收盘价：17.22元）9月9日晚间发布公告称，公司第二届第八次董 事会会议于2025年9月9日在公司三楼会议室以现场表决的方式召开。会议审议了《关于修订 <董事会审 计委员会工作制度> 的议案》等文件。 每经头条（nbdtoutiao）——雷军挥泪"斩"王腾，小米爱将泄密"失街亭"，大厂正风肃纪"拼牙口" ...