证券代码：002105 证券简称：信隆健康 公告编号：2025-022 深圳信隆健康产业发展股份有限公司 股票交易异常波动公告 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。 3、近期公司经营情况及内外部经营环境未发生重大变化，也无预期即将发 生的重大变化。 4、经查询，公司、公司控股股东和实际控制人不存在关于本公司的应披露 而未披露的重大事项，或处于筹划阶段的重大事项。 5、经查询，本次股票异常波动期间公司控股股东、实际控制人未买卖公司 股票。 6、在本次关注、核实过程中并未发现其他涉及应披露的事项。 三、不存在应披露而未披露信息的说明 一、股票交易异常波动的情况介绍 深圳信隆健康产业发展股份有限公司（以下简称"公司"或"本公司"），股 票简称：信隆健康，证券代码：002105。本公司股票交易价格连续两个交易日内 （2025 年 5 月 16 日、2025 年 5 月 19 日）收盘价格涨幅偏离值累计 20.46%，根 据《深圳证券交易所交易规则》的规定，公司股票交易属于异常波动的情况。 二、公司关注、核实情况说明 根据相关规定的要求，针对公司股票交易异常波 ...

Mergers and Acquisitions - Multiple companies are experiencing stock price increases due to merger and acquisition activities, with notable gains including Zongyi Co. at 10.10% and Daqimo at 10.06% [2][3] - New entrants in the market such as Binhai Energy and Jinhongshun also saw significant increases of 10.00% and 9.98% respectively, attributed to similar merger activities [2] - The trend continues with companies like Huayuan Real Estate and Hunan Development achieving first board listings with gains of 9.94% and 9.97% [3] Shipping and Ports - Following the implementation of tariff adjustments between China and the US, there has been a surge in container bookings from China to the US, positively impacting shipping and port stocks [4] - Nanjing Port, Ningbo Shipping, and Lianyungang have all recorded five consecutive days of price increases, with gains of 9.97%, 10.04%, and 10.07% respectively [4][6] Robotics - The robotics sector is gaining attention, with Nvidia's CEO indicating that all mobile devices will become robots, potentially revolutionizing the industrial sector [7] - Companies like Zhongchao Holdings and Xinlong Health have seen stock increases of 10.13% and 10.01% respectively, driven by advancements in robotics [8] Chemical Products - Recent price hikes in chemical products such as dibutyl phthalate and hydroxyl esters have drawn market attention, benefiting companies like Zhongyida and Youfu Co. with stock increases of 9.99% and 10.04% [10][11] Food and Beverage - The release of new regulations by the Ministry of Commerce and the National Development and Reform Commission is expected to boost the food and beverage sector, with stocks like Jiaoda Angli and Baihe Co. seeing gains of 10.00% and 10.01% [12][15] Military and Aerospace - The debut of the "Jiutian" drone at the 15th China Airshow is anticipated to enhance the military sector, with companies like Chengfei Integration and Lijun Co. achieving stock increases of 10.00% and 10.02% [16][19] Nuclear Power - The announcement of procurement projects by China Fusion Energy Co. is expected to stimulate the nuclear power sector, benefiting companies like Wangzi New Materials and Baili Electric with stock increases of 9.99% and 9.92% [16][17] Venture Capital - Recent regulatory changes encouraging private equity participation in mergers and acquisitions are positively impacting venture capital stocks, with companies like Jiuding Investment and Electronic City seeing gains of 10.01% and 9.90% [19] Pet Economy - The pet economy is projected to grow significantly, with companies like Yuande Pet and Tianyuan Pet achieving stock increases of 9.98% and 20.00% [20][21] Carbon Fiber - Price increases in carbon fiber products have been reported, benefiting companies like Jilin Chemical Fiber with a stock increase of 10.04% [22][23] Smart Driving - The Ministry of Industry and Information Technology's push for mandatory standards in smart connected vehicles is expected to drive growth in the automotive sector, with companies like Wan'an Technology and Luchang Technology seeing stock increases of 10.00% [26][27] Rare Earth Permanent Magnets - Tightening supply of rare earth materials due to export controls has led to price increases, benefiting companies like Huayang New Materials and Jiuwu High-Tech with stock increases of 10.10% and 20.02% [28][29] Huawei Harmony - Huawei's upcoming product launch is expected to positively impact related stocks, with companies like Dongfang Zhongke and Dahua Intelligent seeing stock increases of 10.01% and 9.94% [30]

Group 1: Material Cost Management - The proportion of material costs in the revenue for bicycle parts and fitness rehabilitation equipment has increased compared to 2023, particularly for fitness rehabilitation equipment [2][3] - The company plans to implement various strategies to reduce material costs as a percentage of revenue in 2025, aiming to enhance profitability and performance [3][4] - Strategies include optimizing supplier management, centralized and bulk purchasing, and establishing an inventory management system to lower procurement costs [3][4] Group 2: Production Efficiency and Automation - Significant improvement in production efficiency in FY 2024 compared to 2023, attributed to early investments in automation [4][5] - Future automation plans include upgrading existing equipment, investing in new technologies, and enhancing production processes to further increase efficiency and reduce costs [5] - The company benefits from a large order volume and financial resources, allowing for investment in automated production equipment with tax incentives [5] Group 3: Customer Risk Management - In 2025, the company will strengthen customer risk management to mitigate bad debt rates caused by client bankruptcies and operational issues [5] - A new customer credit management system will be implemented, including increased client visits and monitoring of payment and inventory situations [5] - Collaboration among departments will be enhanced to effectively manage customer default risks, and partnerships with export credit insurance companies will be established to assess and mitigate risks [5]

Group 1: Business Strategy and Focus - The company plans to shift focus towards rehabilitation and sports equipment, alongside maintaining its leading position in the bicycle parts market [2][3] - The demand for rehabilitation equipment is expected to rise due to the aging population and increasing accident rates, leading to a focus on innovative products like smart wheelchairs and exoskeleton robots [3][6] Group 2: Market Conditions and Performance - The company experienced a 23.58% increase in revenue this year, attributed to market expansion and ongoing R&D investments [6] - The gross profit margin stands at 15.16%, aligning with industry averages, indicating stable financial health despite market uncertainties [6][7] Group 3: Future Growth and Risks - Future growth is anticipated in the rehabilitation equipment sector, driven by economic development and consumer demand for smart rehabilitation solutions [6][8] - Potential risks include intensified market competition and fluctuations in raw material prices, which could impact cost control [7] Group 4: Asset Valuation and Urban Renewal - The company estimates a potential asset appreciation of approximately 1 billion CNY from the Longhua urban renewal project [9][10] - The Songgang factory project is projected to yield around 2 billion CNY in asset value upon completion [10]

Core Viewpoint - The intelligent fitness industry in China is rapidly growing, driven by increasing health awareness and the demand for personalized and efficient fitness solutions. The market size is projected to reach 52.3 billion yuan in 2024, reflecting a year-on-year increase of 50.29% [1][13]. Industry Overview - Intelligent fitness, also known as smart fitness or AI fitness, combines the latest technology with traditional exercise to provide personalized fitness guidance through virtual coaches and smart devices [3][8]. - The user base for fitness activities in China has expanded significantly, with the number of fitness participants growing from 249 million in 2017 to an estimated 407 million by 2024, increasing the penetration rate from 17.8% to 28.8% [11][13]. Market Dynamics - The intelligent fitness market is characterized by a diverse range of hardware and software suppliers, including components like chips, sensors, and smart devices, as well as software solutions for data management and user interaction [8][20]. - The industry is supported by government policies aimed at promoting health and fitness, including initiatives to enhance smart sports equipment and facilities [5][20]. Competitive Landscape - The market is dominated by several key players, including Beijing Calorie Information Technology Co., Ltd., Le Dong Tian Xia (Beijing) Sports Technology Co., Ltd., and Qingdao Inpace Health Technology Co., Ltd., among others [15][17]. - Companies are leveraging technology innovation and brand development to capture market share, while new entrants are continuously emerging, altering the competitive dynamics [15][21]. Future Trends - The government is expected to continue increasing support for the intelligent fitness sector, with more policies to encourage healthy lifestyles and the integration of new technologies like 5G into fitness solutions [20][21]. - Cross-industry collaborations are anticipated to emerge, particularly with healthcare and rehabilitation sectors, creating new opportunities for growth and innovation within the intelligent fitness industry [21][22].

证券代码：002105 证券简称：信隆健康 公告编号： 2025-021 深圳信隆健康产业发展股份有限公司 关于 2024 年年度报告网上说明会公开征集问题的 提示性公告 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。 深圳信隆健康产业发展股份有限公司(以下简称"公司")已于 2025 年 4 月 23 日发 布了公司《2024 年年度报告》并于同日披露了《关于举办 2024 年年度报告网上业绩说 明会的公告》。公司将于 2025 年 5 月 16 日（星期五）下午 15:00-17:00 在全景网"投 资者关系互动平台"http://ir.p5w.net 举行 2024 年年度报告网上说明会。 为充分尊重投资者，提升交流的针对性，现就公司 2024 年年度报告网上说明会提 前向投资者公开征集问题，广泛听取投资者的意见和建议。投资者可于 2025 年 5 月 15 日 17:00 前访问 https://ir.p5w.net/zj/或扫描下列二维码进入问题征集专题页面或 通过公司邮箱 cmo@hlcorp.com 向公司提问。 公司将在 2024 年年度报告网 ...

证券代码：002105 证券简称：信隆健康 公告编号： 2025-021 （问题征集专题页面二维码） 深圳信隆健康产业发展股份有限公司 关于 2024 年年度报告网上说明会公开征集问题的 欢迎广大投资者积极参与本次网上业绩说明会。 提示性公告 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。 深圳信隆健康产业发展股份有限公司(以下简称"公司")已于 2025 年 4 月 23 日发 布了公司《2024 年年度报告》并于同日披露了《关于举办 2024 年年度报告网上业绩说 明会的公告》。公司将于 2025 年 5 月 16 日（星期五）下午 15:00-17:00 在全景网"投 资者关系互动平台"http://ir.p5w.net 举行 2024 年年度报告网上说明会。 为充分尊重投资者，提升交流的针对性，现就公司 2024 年年度报告网上说明会提 前向投资者公开征集问题，广泛听取投资者的意见和建议。投资者可于 2025 年 5 月 15 日 17:00 前访问 https://ir.p5w.net/zj/或扫描下列二维码进入问题征集专题页面或 通过公司邮箱 cm ...

Financial Performance - The company reported a basic earnings per share of -0.0060 yuan for Q1 2025, a decrease of 185.71% compared to 0.0070 yuan in Q1 2024 [1] - The net profit for Q1 2025 was -0.02 billion yuan, representing a 200% decline from 0.02 billion yuan in Q1 2024 [1] - The return on equity (ROE) was -0.25% in Q1 2025, down 192.59% from 0.27% in Q1 2024 [1] - Revenue increased to 3.06 billion yuan in Q1 2025, a growth of 27.5% compared to 2.4 billion yuan in Q1 2024 [1] Shareholder Structure - The top ten unrestricted shareholders collectively hold 19,229.68 million shares, accounting for 52.76% of the circulating shares, with a decrease of 1,256.16 million shares from the previous period [1] - The largest shareholder, Litian Development Co., Ltd., holds 15,452.25 million shares, representing 42.40% of the total share capital, with no change [2] - New entrants among the top shareholders include Gong Yonghu, Wang Fengqin, and Liao Jun, each holding less than 1% of the total shares [2] Dividend Policy - The company has announced that it will not distribute dividends or transfer shares this time [3]

Financial Performance - The company's revenue for Q1 2025 was CNY 305,863,965.34, representing a 27.41% increase compared to CNY 240,067,340.31 in the same period last year[4] - The net profit attributable to shareholders was a loss of CNY 2,147,058.11, a decrease of 187.38% from a profit of CNY 2,457,102.84 in the previous year[4] - The basic earnings per share decreased to -0.006 from 0.007, reflecting the company's challenging financial performance[4] - The net profit for the current period was a loss of ¥2,597,608.95, compared to a profit of ¥2,719,974.07 in the previous period[21] Cash Flow - The net cash flow from operating activities improved significantly to CNY 327,517.68, compared to a negative cash flow of CNY -19,205,552.16 in the same period last year, marking a 101.71% increase[4] - Cash inflow from operating activities totaled $392,151,459.45, up from $247,087,594.13, showing strong revenue generation[23] - Cash outflow for operating activities was $391,823,941.77, compared to $266,293,146.29, indicating higher operational costs[23] - The company experienced a 411.37% increase in net cash flow from financing activities, reaching CNY 65,982,294.58, up from CNY 12,903,073.91 in the same period last year[7] - Total cash inflow from financing activities reached $176,742,892.09, compared to $130,067,374.73 in the prior period, reflecting increased borrowing activities[23] - Cash outflow for financing activities was $110,760,597.51, down from $117,164,300.82, suggesting better cash management in debt repayment[23] - The company received tax refunds amounting to $10,580,157.28, an increase from $8,368,178.41, contributing positively to cash flow[23] Assets and Liabilities - Total assets decreased by 2.01% to CNY 1,689,490,899.66 from CNY 1,724,219,080.34 at the end of the previous year[4] - Total liabilities decreased from ¥775,233,005.07 to ¥742,838,338.34, a reduction of about 4.2%[19] - The company's long-term equity investments decreased to RMB 13,211,551.66 from RMB 14,193,485.80, a decline of about 6.9%[15] Inventory and Expenses - The company's inventory decreased by 19.15% to CNY 186,091,740.91, down from CNY 230,158,313.78, indicating improved inventory management[6] - Total operating costs increased to ¥307,588,082.54, up 30.5% from ¥235,752,167.46 in the previous period[20] - The company reported a significant increase in sales expenses, which rose by 42.50% to CNY 8,939,848.21, attributed to increased product promotion efforts[7] - Research and development expenses increased by 2.42% to CNY 10,058,731.28, compared to CNY 9,820,715.71 in the previous year, highlighting ongoing investment in innovation[7] Legal and Compensation Matters - The company has a commitment from Tian Teng Power's original shareholders to ensure net profits of RMB 3,800,000 for 2021, with a cumulative net profit requirement of at least RMB 6,000,000 over four years[11] - Tian Teng Power's actual net profit for 2020 was RMB -1,386,060, resulting in a compensation payment of RMB 717,210 owed to the company[13] - The total compensation amount due from Tian Teng for 2020 and 2021 is RMB 1,763,030[13] - The company has engaged legal counsel to pursue the collection of outstanding performance compensation through legal channels[14] - The company has recorded a bad debt provision of RMB 684,590 for uncollateralized performance compensation amounts[14] - The company has signed a pledge agreement with Tian Teng's original controlling shareholder to secure performance compensation through share pledges[14] Cash and Equivalents - The company's cash and cash equivalents increased to RMB 426,657,259.02 from RMB 383,627,125.63, reflecting a growth of approximately 11.1%[15] - The ending cash and cash equivalents balance stood at $426,640,913.92, a decrease from $475,835,215.24, highlighting a reduction in liquidity[23] - Cash received from the disposal of fixed assets was $1,107,752.77, significantly higher than $165,000.00 in the previous period, reflecting asset liquidation efforts[23] - The impact of exchange rate changes on cash and cash equivalents was $261,737.69, a decrease from $682,185.54, indicating less volatility in currency effects[23]

信隆健康（002105）公告，2025年第一季度营业收入3.06亿元，同比增长27.41%。净亏损214.71万元， 去年同期净利润245.71万元。 ...