（文章来源：证券日报） 证券日报网讯 2月26日，通达创智在互动平台回答投资者提问时表示，截至2026年2月13日，公司股东 名册记载的持有人数（合并）为10070户。 ...

Core Viewpoint - The stock price of Tongda Chuangzhi (001368.SZ) has experienced significant volatility in the past week, influenced primarily by market sentiment and capital flow [1][2]. Price Movement - On February 13, the stock closed at 28.29 yuan, up 2.80% for the day, but has seen a cumulative decline of 11.15% over the last five trading days [1]. - The stock hit a daily limit down on February 10, with a drop of 9.99% and a trading volume of 226 million yuan, resulting in a turnover rate of 24.14% [1]. - Following this, the stock continued to decline on February 11 and 12, with decreases of 1.35% and 1.08%, and trading volumes shrinking to 141 million yuan and 105 million yuan respectively [1]. - A rebound occurred on February 13, with the stock reaching a high of 28.75 yuan, showing a volatility of 4.98% and a turnover rate of 12.45% [1]. - Over the last three days, there was a net outflow of 36.93 million yuan from main funds, but on February 13, there was a slight net inflow of 1.31 million yuan, indicating a divergence in short-term capital sentiment [1]. Recent Events - On February 10, the stock was listed on the "Dragon and Tiger List" due to a deviation in daily price change exceeding 7%, with institutional seats net selling 38.34 million yuan [2]. - Notably, a product from Nuoan Fund held 567,900 shares, incurring a floating loss of approximately 2.96 million yuan during the continuous decline [2]. - There have been no significant announcements or operational changes from the company recently, with stock price fluctuations primarily driven by market sentiment and capital flow [2]. Financial Report Analysis - According to the Q3 2025 report, the company reported revenue of 822 million yuan, a year-on-year increase of 14.99%, while net profit attributable to shareholders was 80.46 million yuan, down 4.09% year-on-year [3]. - The gross profit margin was 24.32%, reflecting a decrease of 2.83 percentage points year-on-year [3]. - The business structure remains stable, with the home living segment accounting for 54.36% and the sports and outdoor segment for 39.09% of total revenue, while overseas revenue comprises nearly 80% [3]. - The net cash flow from operating activities was 117 million yuan, representing a year-on-year growth of 16.92%, indicating good cash collection capability [3]. Institutional Perspectives - According to Morningstar's analysis on February 7, the company faces short-term challenges related to new capacity ramp-up and cost pressures, but the long-term growth outlook remains clear [4]. - The capacity release from the Malaysian base is expected to enhance the ability to secure North American orders [4]. - Institutions predict a 5.81% year-on-year increase in net profit for 2025, with growth potentially accelerating to 40.37% in 2026, driven by demand in a sports-heavy year and global expansion [4]. - The current price-to-earnings ratio (TTM) stands at 32.34 times, indicating that the valuation is within a reasonable range [4].

Core Viewpoint - Tongda Group (00698) announced that its indirect non-wholly owned subsidiary, Tongda Chuangzhi (001368), will utilize idle funds to subscribe to several financial products from Industrial Bank [1] Group 1 - The company plans to subscribe to four financial products from Industrial Bank with amounts of RMB 14 million, RMB 18 million, RMB 45 million, and RMB 17 million respectively [1]

Core Viewpoint - Tongda Group (00698.HK) announced that its indirect non-wholly owned subsidiaries, Tongda Chuangzhi (Xiamen) and Tongda Chuangzhi (Shishi), will utilize idle funds to subscribe to several financial products from Industrial Bank [1] Group 1 - The company will subscribe to four financial products from Industrial Bank with the following amounts: RMB 14 million, RMB 18 million, RMB 45 million, and RMB 17 million respectively [1]

Core Viewpoint - Tongda Group (00698.HK) announced that its indirect non-wholly owned subsidiaries, Tongda Chuangzhi (Xiamen) and Tongda Chuangzhi (Shishi), will utilize idle funds to subscribe to several financial products from Industrial Bank [1] Group 1 - The company will subscribe to four financial products from Industrial Bank with the following amounts: RMB 14 million, RMB 18 million, RMB 45 million, and RMB 17 million respectively [1]

Group 1 - The core viewpoint of the news is that Tongda Chuangzhi has experienced a significant decline in stock price, dropping 1.35% to 27.82 CNY per share, with a total market value of 3.167 billion CNY and a cumulative decline of 15.81% over the past five days [1] - Tongda Chuangzhi, established on February 2, 2016, is located in Xiamen, Fujian Province, and was listed on March 13, 2023. The company focuses on product design, precision mold design, and smart manufacturing, primarily in the consumer goods sector, including home living (54.36%), sports and outdoor (39.09%), health care (4.23%), and other products (1.07%) [1] - The trading volume for Tongda Chuangzhi was 141 million CNY, with a turnover rate of 15.59% [1] Group 2 - Among the top ten circulating shareholders of Tongda Chuangzhi, the Noan Multi-Strategy Mixed A Fund (320016) has recently entered the list, holding 567,900 shares, which accounts for 1.77% of the circulating shares [2] - The Noan Multi-Strategy Mixed A Fund has reported a year-to-date return of 13.21% and a one-year return of 78.24%, ranking 720 out of 8,884 and 346 out of 8,127 in its category, respectively [2] - The fund manager, Kong Xianzheng, has been in position for 5 years and 78 days, with the fund's total asset size at 6.675 billion CNY and a best return of 110.79% during his tenure [2]

Group 1 - The stock of Tongda Chuangzhi fell by 9.99% on February 10, with a total transaction amount of 93.5444 million yuan, accounting for 41.42% of the total trading volume for the day [1] - The buying amount was 30.8792 million yuan, while the selling amount reached 62.6653 million yuan, resulting in a net sell of 31.7861 million yuan [1] - Specifically, Zheshang Securities Shaoxing Branch bought 6.5539 million yuan worth of shares, while institutions bought 24.3253 million yuan and sold 62.6653 million yuan, leading to a net outflow of 38.34 million yuan [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 通达投资上述股份质押不存在平仓风险或被强制过户风险，对公司生产经营、公司治理等不会产生任何 影响。 证券代码：001368 证券简称：通达创智 公告编号：2026-002 通达创智（厦门）股份有限公司关于控股股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 通达创智（厦门）股份有限公司（以下简称"公司"或"本公司"）于近日收到公司控股股东通达（厦门） 科技投资有限公司（以下简称"通达投资"）其所持有本公司的部分股份解除质押的相关文件，具体情况 如下： 一、股东股份解除质押的基本情况 1、本次股份解除质押基本情况 ■ 2、股东股份累计质押基本情况 截至本公告披露日，上述控股股东所持质押股份情况如下： 二、备查文件 1、国金证券股份有限公司股份解除质押证明； 2、中国证券登记结算有限责任公司持股变化明细； 3、中国证券登记结算有限责任公司证券质押明细表。 特此公告。 通达创智（厦门）股份有限公司 董事会 2026年2月5日 ...

Industry Overview - The global consumer goods industry has matured over years of development, characterized by a high degree of market participation and competition [2] - The domestic market shows a decentralized structure among consumer goods manufacturers, with significant differentiation in product focus, application areas, and business models [2] - No single company has achieved full category coverage, and there remains a large number of small and medium-sized enterprises in the market [2] Company Positioning - The company, Tongda Chuangzhi, offers a comprehensive product range in sports and outdoor, home living, and health care consumer goods, with core clients including international brands like Decathlon, IKEA, Wagner, and YETI [2] - Currently, there are no domestic companies with a product and client structure fully aligned with that of Tongda Chuangzhi, although some competitors offer similar product categories [2] Market Dynamics - Leading quality enterprises are increasing investments in technology research and development and smart manufacturing to enhance supply capabilities and service levels [2] - The market is expected to gradually eliminate low-end capacities and small enterprises with weak R&D capabilities and substandard product quality, leading to a concentration of resources among high-quality companies [2] - The company’s customized product attributes, diverse categories, and broad downstream application scenarios contribute to its competitive edge, with no authoritative market statistics currently available [2] Future Outlook - As the company's core competitive advantages continue to strengthen and operational performance steadily grows, its industry position is expected to be further consolidated and enhanced, leading to a gradual increase in market share [2]

证券代码：001368 证券简称：通达创智 公告编号：2026-002 通达创智（厦门）股份有限公司 关于控股股东部分股份解除质押的公告 2、股东股份累计质押基本情况 截至本公告披露日，上述控股股东所持质押股份情况如下： | | | | | | 本次解 | 本次解 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本次解押 | 本次解押 | 押后质 | 押后质 | | | | | | 股东 | 持股数量 | 持股比 | 前质押股 | 后质押股 | 押股份 | 押股份 | 已质押股份 | 占已质 | 未质押股 | 占未质 | | 名称 | （股） | 例 | 份数量 | 份数量 | 占其所 | 占公司 | 限售数量 | 押股份 | 份限售数 | 押股份 | | | | | （股） | （股） | 持股份 | 总股本 | （股） | 比例 | 量（股） | 比例 | | | | | | | 比例 | 比例 | | | | | | 通达 投资 | 35,700,0 ...