Core Viewpoint - The shareholders of Sudar Co., Ltd. (001277.SZ) plan to reduce their holdings through various methods within a specified timeframe, indicating potential changes in ownership structure and market dynamics [1][2]. Shareholder Reduction Plans - Shareholder Yangzhong Xugong Industry Investment Partnership (Limited Partnership) intends to reduce its holdings by up to 760,000 shares (1% of total share capital) through centralized bidding and by up to 1,520,000 shares (2% of total share capital) through block trading within 90 natural days from October 13, 2025, to January 12, 2026 [1]. - The company's General Manager, Liu Runping, plans to reduce his holdings by up to 129,166 shares (0.17% of total share capital) through centralized bidding and block trading within the same timeframe [1]. - Vice General Manager Li Jing intends to reduce his holdings by up to 37,500 shares (0.05% of total share capital) through centralized bidding and block trading within the specified period [1]. - Former Vice General Manager Liu Xinyang also plans to reduce his holdings by up to 129,166 shares (0.17% of total share capital) within the same timeframe [2]. - Former Vice General Manager Dong Xiaobo plans to reduce his holdings by up to 37,500 shares (0.05% of total share capital) through similar methods within the specified period [2].

Core Viewpoint - The announcement from Sudar Co., Ltd. indicates significant planned share reductions by major shareholders and executives, which may impact investor sentiment and stock performance [1] Shareholder Reduction Plans - Shareholder Yangzhong Xugong plans to reduce holdings by up to 3% of the company's shares [1] - The company's General Manager Liu Runping intends to reduce his stake by up to 0.17% [1] - Vice General Manager Li Jing plans to decrease his shareholding by up to 0.05% [1] - Former Vice General Manager Liu Xinyang aims to reduce his shares by up to 0.17% [1] - Former Vice General Manager Dong Xiaobo plans to cut his holdings by up to 0.05% [1]

证券代码：001277 证券简称：速达股份 公告编号：2025-034 郑州速达工业机械服务股份有限公司 持股 5%以上股东及高级管理人员减持股份预披露公告 持股 5%以上股东扬中市徐工产业投资合伙企业（有限合伙），公司董事/总经 理刘润平先生、公司副总经理栗靖先生、原副总经理刘欣扬先生、董小波先生保 证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 公司于近日收到持有公司 5%以上股份的股东扬中市徐工产业投资合伙企业 （有限合伙）、公司董事/总经理刘润平先生、公司副总经理栗靖先生、原副总经 理刘欣扬先生、原副总经理董小波先生分别出具的《关于速达股份减持计划的函》， 现将有关情况公告如下： | 序号 | 名称 | 持有公司股票数量（股） | 占公司总股本的比例（%） | | --- | --- | --- | --- | | 1 | 扬中市徐工产业投资合伙企业（有 限合伙） | 5,700,000 | 7.50 | | 2 | 刘润平 | 516,666 | 0.68 | | 3 | 栗靖 | 15 ...

Core Viewpoint - The announcement from SuDa Co., Ltd. indicates significant planned share reductions by major shareholders, which may impact the company's stock performance and investor sentiment [1] Shareholder Reduction Plans - Yangzhong Xugong, holding 7.50% of shares, plans to reduce its stake by up to 760,000 shares (1%) through centralized bidding from October 13, 2025, to January 12, 2026, and by up to 1.52 million shares (2%) through block trading [1] - The company's General Manager, Liu Runping, who holds 516,700 shares (0.68%), intends to reduce his holdings by up to 129,200 shares (0.17%) [1] - Vice General Manager Li Jing, holding 150,000 shares (0.20%), plans to reduce his stake by up to 37,500 shares (0.05%) [1] - Former Vice General Manager Liu Xinyang, also holding 516,700 shares (0.68%), aims to reduce his holdings by up to 129,200 shares (0.17%) [1] - Former Vice General Manager Dong Xiaobo, holding 150,000 shares (0.20%), plans to reduce his stake by up to 37,500 shares (0.05%) [1]

Group 1 - The shareholder Yangzhong Xugong Industrial Investment Partnership plans to reduce its holdings in Suda Co., Ltd. by up to 760,000 shares (1% of total share capital) through centralized bidding and up to 1,520,000 shares (2% of total share capital) through block trading within 90 natural days starting from October 13, 2025 [1] - The company's board member and general manager, Liu Runping, intends to reduce his holdings by up to 130,000 shares (0.17% of total share capital) during the same period [1] - The vice president, Li Jing, plans to reduce his holdings by up to 37,500 shares (0.05% of total share capital) within the specified timeframe [1] Group 2 - Former vice president Liu Xinyang plans to reduce his holdings by up to 129,200 shares (0.17% of total share capital) within the same 90-day period [2] - Former vice president Dong Xiaobo intends to reduce his holdings by up to 37,500 shares (0.05% of total share capital) during the same timeframe [2] - For the first half of 2025, Suda Co., Ltd.'s revenue composition is as follows: 42.21% from repair and remanufacturing, 23.83% from spare parts supply management, 15.27% from fluid connection components, 11.77% from second-hand equipment rental and sales, and 6.33% from full lifecycle specialized contracting [2]

Core Insights - On September 11, Suda Co., Ltd. experienced a slight increase in stock price by 0.05%, with a trading volume of 34.24 million yuan [1] - The company reported a net financing outflow of 1.57 million yuan for the same day, with total financing and margin trading balance reaching 66.64 million yuan [1][2] Financing Overview - On September 11, Suda Co., Ltd. had a financing purchase amount of 3.15 million yuan, with a current financing balance of 66.64 million yuan, accounting for 3.46% of the circulating market value [2] - There were no shares sold or repaid in the margin trading segment on the same day, resulting in a margin balance of 0 yuan [2] Company Profile - Suda Co., Ltd. is located in Zhengzhou, Henan Province, and was established on July 7, 2009, with its listing date on September 3, 2024 [2] - The company's main business focuses on hydraulic supports for coal mining equipment, providing services such as maintenance, remanufacturing, spare parts supply management, and second-hand equipment rental and sales [2] - The revenue composition includes: maintenance and remanufacturing (42.21%), spare parts supply management (23.83%), fluid connection products (15.27%), second-hand equipment rental and sales (11.77%), specialized contracting services (6.33%), and others (0.59%) [2] Financial Performance - For the first half of 2025, Suda Co., Ltd. reported an operating income of 503 million yuan, a year-on-year decrease of 11.74%, and a net profit attributable to shareholders of 40.35 million yuan, down 48.87% year-on-year [3] - The number of shareholders increased by 4.88% to 9,387, with an average of 4,834 circulating shares per person, an increase of 127.74% [3] Dividend Information - Since its A-share listing, Suda Co., Ltd. has distributed a total of 42.10 million yuan in dividends [4]

Group 1 - The company SuDa Co., Ltd. reported that as of September 10, 2025, the total number of shareholders, including those with credit accounts, is 9,387 [2]

Group 1 - The core viewpoint of the news is that SuDa Co., Ltd. has shown a slight increase in stock price and has engaged in financing activities, indicating investor interest despite a decline in revenue and profit [1][3]. - On September 10, SuDa Co., Ltd. had a financing buy amount of 373.97 million yuan, with a net financing buy of 36.57 million yuan, and a total financing and margin balance of 68.21 million yuan, which accounts for 3.55% of its market capitalization [1][2]. - The company specializes in hydraulic supports for coal mining, providing services such as maintenance, remanufacturing, spare parts supply management, and rental/sale of second-hand equipment [2]. Group 2 - As of August 29, the number of shareholders for SuDa Co., Ltd. increased to 8,950, up by 66.08%, while the average circulating shares per person decreased by 39.79% [3]. - For the first half of 2025, SuDa Co., Ltd. reported a revenue of 503 million yuan, a year-on-year decrease of 11.74%, and a net profit attributable to shareholders of 40.35 million yuan, down 48.87% year-on-year [3]. - Since its A-share listing, SuDa Co., Ltd. has distributed a total of 42.10 million yuan in dividends [4].

Core Insights - On September 8, 2023, Sudar Co., Ltd. experienced a stock price increase of 0.46% with a trading volume of 47.67 million yuan [1] - The company reported a financing buy-in amount of 7.60 million yuan and a net financing buy-in of 3.82 million yuan on the same day [1] - As of September 8, the total financing and securities lending balance for Sudar Co., Ltd. was 68.40 million yuan, accounting for 3.55% of its market capitalization [1] Financing and Securities Lending - On September 8, the financing buy-in for Sudar Co., Ltd. was 7.60 million yuan, with a current financing balance of 68.40 million yuan [1] - The company had no securities lending transactions on that day, with both securities lent and sold being 0.00 shares [1] Company Overview - Sudar Co., Ltd. was established on July 7, 2009, and is located in the Zhengzhou Airport Economic Comprehensive Experimental Zone, Henan Province [1] - The company primarily focuses on hydraulic supports for coal mining equipment and provides comprehensive aftermarket services, including maintenance, remanufacturing, and parts supply [1] - The revenue composition of the company includes: maintenance and remanufacturing (42.21%), parts supply management (23.83%), fluid connection products (15.27%), second-hand equipment rental and sales (11.77%), specialized contracting services (6.33%), and others (0.59%) [1] Shareholder Information - As of August 29, 2023, the number of shareholders for Sudar Co., Ltd. was 8,950, an increase of 66.08% from the previous period [2] - The average circulating shares per shareholder decreased by 39.79% to 2,122 shares [2] Financial Performance - For the first half of 2025, Sudar Co., Ltd. reported an operating income of 503 million yuan, a year-on-year decrease of 11.74% [2] - The net profit attributable to the parent company was 40.35 million yuan, reflecting a year-on-year decrease of 48.87% [2] Dividend Information - Since its A-share listing, Sudar Co., Ltd. has distributed a total of 42.10 million yuan in dividends [3]

Company Overview - Full Name: Zhengzhou Suda Industrial Machinery Service Co., Ltd [1] - Abbreviation: Suda Co., Ltd [1] - Stock Code: 001277.SZ [1] - IPO Application Date: June 22, 2022 [1] - Listing Date: September 3, 2024 [1] - Listing Board: Shenzhen Main Board [1] - Industry: Metal Products, Machinery and Equipment Repair [1] - IPO Sponsor: Guosen Securities [1] - Lead Underwriters: Ge Tiwu, Liu Lingyun [1] - IPO Legal Advisor: Beijing Zhonglun Law Firm [1] - IPO Audit Firm: Tianjian Accounting Firm (Special General Partnership) [1] IPO Details - The company is described as a leading provider of aftermarket services in domestic service, repair, and remanufacturing technology [1] - The average listing cycle for A-share companies in 2024 is 629.45 days, while Suda Co., Ltd's listing cycle is 804 days, exceeding the average [1] - The underwriting and sponsorship fees amount to 56.5 million yuan, with a commission rate of 9.29%, higher than the average of 7.71% [1] Market Performance - On the first day of listing, the stock price increased by 36.16% compared to the issue price [1] - Over the first three months post-listing, the stock price rose by 15.59% compared to the issue price [1] Financial Metrics - The company's issue price-to-earnings ratio is 15.05 times, which is 71.09% of the industry average of 21.17 times [1] - Expected fundraising is 608 million yuan, with actual fundraising also at 608 million yuan [1] Short-term Performance - In 2024, the company's operating revenue decreased by 6.89% year-on-year, while net profit attributable to shareholders fell by 13.55%, and non-recurring net profit decreased by 15.82% year-on-year [1] - The abandonment rate for the IPO was 1.02% [1] Overall Assessment - The total score for Suda Co., Ltd's IPO project is 79.5 points, classified as Grade C [1] - Negative factors affecting the score include the need for improved information disclosure quality, a listing cycle exceeding two years, multiple applications, a high issuance cost rate, and a decline in revenue and profit in the first accounting year post-listing [1]