证券日报网讯速达股份（001277）8月21日发布公告，在公司回答调研者提问时表示，公司考虑实施以 下两种并购活动，一是并购重组液压流体连接件渠道和工厂，形成综合竞争力较强的液压流体连接件产 业规模。二是在国有企业混改期间，可与其维修中心合资组建再制造中心或购买其维修中心进行升级改 造。 ...

证券日报网讯速达股份（001277）8月21日发布公告，在公司回答调研者提问时表示，维修再制造需要 较大的场地和专业的设备，公司一般是将需维修的支架拉回维修中心。如有需要也会派人去客户现场拆 解、组装，但关键的部位还是拉回基地进行维修。为此公司围绕国内较大的煤炭生产区域建立了6个维 修中心，服务半径300-500公里，保证为客户提供及时、高效的服务。 ...

证券日报网讯速达股份（001277）8月21日发布公告，在公司回答调研者提问时表示，今年的数据目前 无法确定，赛福流体的收入占比还需待年末予以统计。 ...

证券日报网讯速达股份（001277）8月21日发布公告，在公司回答调研者提问时表示，目前，公司围绕 产品计划和市场计划，结合近两年的市场情况展开研究，以期有更好的市场表现。后续如公司在相关方 面取得实质性进展或突破，将按相关规定进行信息披露。 ...

证券日报网讯速达股份（001277）8月21日发布公告，在公司回答调研者提问时表示，赛福流体2024年 营业收入2亿元左右。 ...

中证报中证网讯(王珞)8月21日，速达股份（001277）披露的投资者关系活动记录表显示，公司已通过 流体连接件业务成功切入工程机械后市场，并与中铁工业（600528）、铁建重工、徐工机械（000425） 等工程机械领域头部客户建立稳定的合作关系。近三年，其盾构机械管路件配套业务收入呈现稳步增长 态势：2022年实现收入约2800万元，占当年营收的2.6%；2023年及2024年该业务收入均突破6000万 元，占营收比例稳定在5.3%左右。 针对未来并购规划，速达股份明确表示，将在时机成熟时推进两类战略并购：一是整合液压流体连接件 的销售渠道与生产工厂，以形成具备综合竞争力的产业规模；二是把握国有企业混合所有制改革机遇， 通过合资共建再制造中心或收购现有维修中心并进行升级改造的方式深化布局。目前公司正按既定计划 筛选潜在标的，后续进展将严格履行信息披露义务。 在业务收费模式方面，速达股份介绍称，公司主要通过招投标及竞争性谈判获取订单。其中，单次维修 再制造业务与备品配件业务采用协议定价模式，通常给予客户一定账期；同时，针对长期合作需求，公 司提供长协合同服务，按约定价格分批结算。此外，公司推出专业化服务套餐， ...

Company Overview - Zhengzhou Suda Industrial Machinery Service Co., Ltd. was established in July 2009 and listed on the Shenzhen Stock Exchange in September 2024 with a registered capital of 76 million yuan [2] - The company specializes in comprehensive aftermarket services for industrial machinery, focusing on hydraulic supports for coal mining equipment [2] - It employs over 800 staff and has a service network covering all major coal production bases in China [2] Business Performance - The company has seen steady growth in its shield tunneling machinery pipeline component business, with revenues of approximately 28 million yuan in 2022 (2.6% of total revenue), 60 million yuan in 2023 (5.3%), and projected 60 million yuan in 2024 (5.3%) [2] - The revenue for the subsidiary Saifu Fluid is expected to be around 200 million yuan in 2024 [7] Strategic Development - The company aims to enhance the quality of its repair and remanufacturing services, expand repair center layouts, and establish industry standards to increase market share [3] - Plans include developing a marketing strategy to explore new markets and improve market share among existing customers [3] - The company intends to expand its fluid connection business into non-coal industries such as engineering machinery and agriculture [3] Mergers and Acquisitions - The company is considering two types of acquisitions: restructuring hydraulic fluid connection channels and factories, and forming joint ventures with state-owned enterprises for remanufacturing centers [4] Market Dynamics - The company's profitability is linked to the coal industry's performance; demand for aftermarket services may be delayed during downturns but will rebound as market conditions improve [5][6] - The aftermarket service sector is a stable market as long as coal production continues [5] Service Model - The company utilizes a competitive bidding process for its services, with pricing based on agreements for repair, remanufacturing, and parts supply [14] - It has established six repair centers within 300-500 km of major coal production areas to ensure timely service delivery [15] Financial Insights - The gross margin for spare parts is high, with a complete supply chain and efficient inventory system in place [15] - The company is actively seeking suitable acquisition targets and will disclose any significant progress in accordance with regulations [16]

资金流向方面，今日该股主力资金净流出2754.87万元，其中，特大单净流出4327.86万元，大单资金净 流入1572.99万元。近5日主力资金净流出1061.74万元。（数据宝） 速达股份今日跌停，全天换手率25.29%，成交额2.45亿元，振幅10.46%。龙虎榜数据显示，机构净买入 466.56万元，营业部席位合计净卖出6663.81万元。 深交所公开信息显示，当日该股因日跌幅偏离值达-10.81%上榜，机构专用席位净买入466.56万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.25亿元，其中，买入成交额为3145.71 万元，卖出成交额为9342.97万元，合计净卖出6197.25万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买二，买入金额626.88万元，卖出金 额160.32万元，合计净买入466.56万元。 速达股份8月20日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 中信证券股份有限公司台州分公司 | 805.05 | 0.00 | | ...

Group 1 - The latest stock price of Suda Co., Ltd. is 54.88 yuan, with a slight increase of 0.03 yuan, representing a 0.05% rise compared to the previous trading day [1] - The opening price for the day was 55.38 yuan, with a highest point of 55.45 yuan and a lowest point of 50.45 yuan, indicating some volatility in trading [1] - The trading volume reached 46,400 hands, with a total transaction amount of 245 million yuan [1] Group 2 - As of August 10, the number of shareholders for Suda Co., Ltd. was 4,689, which is a decrease of 22.02% compared to July 31 [1] - On August 15, the net inflow of main funds was 12.89 million yuan, with a cumulative net inflow of 29.76 million yuan over the past five days [1] Group 3 - Suda Co., Ltd. is primarily engaged in the manufacturing of machinery and equipment, operating within the specialized equipment and newly listed stocks sectors [1]

Group 1 - The total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 700,000 yuan [1] - The average salary for secretaries in the machinery and equipment-specialized equipment industry is approximately 635,000 yuan, with the highest salary being 1.8638 million yuan for Jack Co.'s secretary [1] - The average salary increased by 25,200 yuan in 2024 compared to 2023, representing an average growth rate of 9% [1] Group 2 - The average age of company secretaries is approximately 44.29 years, with the majority aged between 40-49 years, accounting for about 38% [1] - The educational background of secretaries includes 5 PhDs, 60 Master's degrees, 77 Bachelor's degrees, and 10 Associate degrees, with corresponding average salaries of 748,800 yuan, 713,400 yuan, 579,900 yuan, and 565,200 yuan respectively [1] - There are 12 secretaries who received warning letters or public notifications in 2024-2025 due to violations [1] Group 3 - Lan Shi Heavy Industry's Wu Ruirui received three warning letters, with a 2024 salary of 454,600 yuan due to procedural violations in fundraising projects [2] - *ST Xingnong's Wang Liming also received three warning letters, with a 2024 salary of 300,400 yuan for failing to identify related parties and disclose transactions [2] - Lingyun Guang's Gu Baoxing received two warning letters, with a 2024 salary of 1.6553 million yuan for providing 3 million yuan for personal use without proper disclosure [2]