证券之星消息，11月3日地摊经济板块较上一交易日下跌0.55%，吉宏股份领跌。当日上证指数报收于 3976.52，上涨0.55%。深证成指报收于13404.06，上涨0.19%。地摊经济板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002803 | 吉宏股份 | 18.05 | -3.11% | 17.67万 | 3.19亿 | | 601311 | 骆驼股份 | 9.96 | -2.35% | 57.02万 | 5.65 Z | | 601777 | 千里科技 | 11.66 | -2.10% | 46.26万 | 5.41亿 | | 600415 | 小商品城 | 18.10 | -1.79% | 45.86万 | 8.27亿 | | 600655 | 豫园股份 | 5.47 | -1.62% | 22.73万 | 1.25 Z | | 601 ...

目标估值：NA 当前股价：23.81 元 | 总股本（百万股） | 1145 | | --- | --- | | 已上市流通股（百万股） | 891 | | 总市值（十亿元） | 27.3 | | 流通市值（十亿元） | 21.2 | | 每股净资产（MRQ） | 4.8 | | ROE（TTM） | 15.1 | | 资产负债率 | 53.3% | | 主要股东 重庆宗申高速艇开发有限公 | | | 主要股东持股比例 | 20.1司% | 股价表现 证券研究报告 | 公司点评报告 2025 年 11 月 03 日 宗申动力（001696.SZ） 2025Q3 业绩稳健，下游景气度旺盛 中游制造/汽车 公司营收净利大幅增长，盈利能力显著提升。摩托车发动机业绩增长，技术创 新驱动产业升级。通用机械业务增长迅猛，净利润大幅增长。低空经济政策驱 动增长，自主航空发动机取证里程碑。 强烈推荐（维持） 基础数据 % 1m 6m 12m 绝对表现 -4 14 -19 相对表现 -6 -11 -40 资料来源：公司数据、招商证券 -60 -40 -20 0 20 40 Nov/24 Feb/25 Jun/25 Sep/25 ...

2025 年第三季度，宗申动力实现营业收入 95.83 亿元，同比增长 31%。净利 润为 7.58 亿元，同比增长 93.7%。从各业务板块来看，通用机械（通机）业 务增长最快，前三季度营收接近 50 亿元，同比增长约 40%-50%。发动机业 务营收约 30 多亿元，同比增长 20%-30%。其他业务板块，包括零部件和储 能，也保持了良好的增长态势。特别是储能业务虽然体量较小，但市场需求旺 盛，增长趋势明显。此外，公司在航空发动机领域也有新的布局和思考，并成 立了新的平台公司，以应对国际制裁和未来资本运作的需求。 航空发动机业务虽产能利用率不高，但已提前布局两条生产线，总产能 达 1 万台，为未来订单增长做准备。目前主要产品包括航空活塞类发动 机、增程式航空发动机等，在国内具有领先地位。 公司在无人机动力方面具有优势，能够降低成本并交付给客户，目前有 五个产品平台和二十几款产品，技术指标在国内领先，部分技术指标在 全球也具有竞争力，产品已安全飞行 39 万小时。 公司新增电动化产品产能，需修建新的工厂，未来随着电动化、智能化 战略推进，还会有新的资本开支，包括电池、电控等方面。此外，在储 能产业板块，也会 ...

Investment Rating - The report maintains a "Recommendation" rating for the company, indicating an expectation to outperform the benchmark index by 10%-20% over the next six months [21]. Core Insights - The company reported a significant year-on-year revenue increase of 30.17% to 9.639 billion yuan and a net profit growth of 93.70% to 758 million yuan for the first three quarters of 2025 [1]. - The traditional business is experiencing high prosperity, with the machinery business showing a revenue increase of 73% and net profit growth of 140% in the first half of the year [2]. - The emerging aviation power business is expected to benefit from the booming low-altitude economy and strategic partnerships, enhancing its competitive edge [6]. Financial Performance Summary - For Q3 2025, the company achieved a record high quarterly performance, with revenues of 2.946 billion yuan, marking a 13.68% year-on-year increase [1]. - The investment income for the first three quarters was 116 million yuan, primarily from the investment in Longxin General [1]. - The company’s earnings per share (EPS) are projected to be 0.83 yuan, 0.95 yuan, and 1.10 yuan for 2025, 2026, and 2027 respectively, with corresponding price-to-earnings (PE) ratios of 28, 25, and 21 [7]. Business Outlook - The company is positioned in a high-growth phase for both traditional and emerging businesses, with expectations for continued strong performance in the machinery sector and significant potential in the aviation power segment [2][6]. - The strategic acquisition and integration with Longxin General are anticipated to create synergistic effects, enhancing market competitiveness [2]. - The company is also focusing on the development of new energy and storage systems, which are expected to present strategic opportunities [6].

Core Viewpoint - Zongshen Power (001696) announced that the company does not have any guarantees provided to related parties or third parties, nor does it have any overdue guarantees [1] Company Summary - Zongshen Power confirmed the absence of guarantees to related parties [1] - The company also stated that there are no overdue guarantees to third parties [1]

证券代码：001696 证券简称：宗申动力 公告编号：2025-62 重庆宗申动力机械股份有限公司 对外担保进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 一、担保情况概述 1．担保审议情况 重庆宗申动力机械股份有限公司（简称"公司"）分别召开第十一届董事会 第十九次会议和 2024 年年度股东大会审议通过《关于 2025 年度对子公司担保的 议案》：同意 2025 年度公司对合并报表范围内的下属子公司担保、全资子公司 对公司担保及下属子公司间互保额度预计为 44.30 亿元，公司向控股子公司提供 的诉讼保全信用担保的额度预计为 2 亿元，有效期至公司 2025 年年度股东会重 新核定额度前。具体内容详见公司于 2025 年 4 月 1 日和 4 月 22 日在巨潮资讯网 （www.cninfo.com.cn）上披露的相关公告。 2．担保进展情况 近日，公司对合并报表范围内的下属子公司重庆宗申通用动力机械有限公司、 重庆大江动力设备制造有限公司、东莞市锂智慧能源有限公司申请的综合授信额 度提供连带责任保证担保合计 28,000 万元。具体如下： 1．重 ...

Core Viewpoint - Zongshen Power (SZ 001696) announced the convening of its 12th second board meeting on October 29, 2025, to review the Q3 2025 report and other documents [1]. Company Summary - For the first half of 2025, Zongshen Power's revenue composition was as follows: 97.37% from machinery manufacturing, 2.07% from other sectors, and 0.56% from additional business activities [1].

Group 1 - The core viewpoint of the article highlights the financial performance of Zongshen Power (SZ 001696), which reported significant growth in revenue and net profit for the first three quarters of 2025 [1] - The company's revenue for the first three quarters reached approximately 9.583 billion yuan, representing a year-on-year increase of 31.18% [1] - The net profit attributable to shareholders was about 758 million yuan, showing a substantial year-on-year increase of 93.7% [1] - Basic earnings per share were reported at 0.6617 yuan, which is an increase of 93.71% compared to the previous year [1]

智通财经APP讯，宗申动力(001696.SZ)发布2025年三季度报告，前三季度，公司实现营业收入95.83亿 元，同比增长31.18%。归属于上市公司股东的净利润7.58亿元，同比增长93.70%。归属于上市公司股东 的扣除非经常性损益的净利润7.1亿元，同比增长92.63%。 ...

Core Insights - The company reported a significant increase in revenue and profit for the first three quarters of 2025, with total revenue reaching 9.583 billion yuan, a year-on-year growth of 31.18%, and a net profit attributable to shareholders of 758 million yuan, up 93.70% [1] - The third quarter alone saw revenue of 2.928 billion yuan, reflecting a year-on-year increase of 14.32%, and a net profit of 252 million yuan, which is a remarkable growth of 130.65% [1] - The growth in performance is attributed to the expansion of the general machinery and motorcycle engine businesses, as well as significant improvements in investment income from joint ventures [1] Business Segments - The company has optimized its overall industrial layout, establishing a diversified structure centered on general machinery and motorcycle engines, while also covering emerging fields such as aviation power, new energy, and high-end components [1] - The aviation power business has developed a product line primarily focused on small and medium-sized aviation piston engines, creating five major aviation power platforms and launching over 20 derivative products, including propeller products [2] - The company has achieved airworthiness certifications in France and Germany, and has integrated various systems to meet customer needs comprehensively [2] - A wholly-owned subsidiary, Chongqing Chenyu Technology Co., Ltd., was established to serve as a strategic platform for the aviation power business, facilitating accelerated development in this sector [2] - The company is forming a dual-driven model of "steady growth in traditional businesses and strategic breakthroughs in aviation power," with traditional businesses providing stable cash flow and performance support for long-term strategic developments [2]