证券代码：002180 证券简称：纳思达 公告编号：2024-090 纳思达股份有限公司 关于回购公司股份的进展公告（第三期） 本次回购股份符合公司回购方案及相关法律法规要求。 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的虚假 记载、误导性陈述或者重大遗漏承担责任。 二、其他说明 公司回购股份价格及集中竞价交易的委托时段符合《深圳证券交易所上市公司 自律监管指引第 9 号--回购股份》第十七条、十八条的相关规定。 1、公司未在下列期间回购公司股份： 纳思达股份有限公司（以下简称"公司"）于2023年12月6日召开公司第七届董 事会第十二次会议，审议通过了《关于回购公司股份方案的议案》，公司拟使用自 有资金以集中竞价交易的方式回购公司发行的人民币普通股（A股）股票。回购价格 为不超过人民币40.42元/股（含），回购资金总额为不低于人民币20,000.00万元（含） 且不超过人民币40,000.00万元（含），具体回购资金总额以回购结束时实际回购使 用的资金总额为准，具体回购股份的数量以回购结束时实际回购的股份数量为准。 本次回购的股份拟全部用于实施员工持股计划或者股权激励，本次回购期限为自 ...

Financial Performance - The company's revenue for Q3 2024 reached ¥6,599,671,903.94, representing a year-over-year increase of 16.91%[2] - Net profit attributable to shareholders was ¥107,567,794.42, a significant increase of 177.64% compared to the same period last year[2] - The net profit after deducting non-recurring gains and losses was ¥58,704,086.16, up 139.11% year-over-year[2] - Basic earnings per share increased to ¥0.0761, reflecting a growth of 177.81% from the previous year[2] - The company achieved a revenue of 19.393 billion yuan in Q3 2024, representing a year-on-year growth of 8.07%[7] - The net profit attributable to the parent company was 1.081 billion yuan, a significant increase of 408.87% compared to the same period last year[7] - The total profit reached 1.779 billion yuan, marking a 619.96% increase year-on-year[7] - Net profit for the third quarter was ¥1,314,200,134.56, significantly up from ¥123,925,914.16 in the previous year, marking a year-over-year increase of 964.4%[24] Assets and Liabilities - Total assets as of September 30, 2024, were ¥37,628,941,779.93, a decrease of 1.68% from the end of the previous year[2] - Total liabilities decreased to ¥26,849,930,861.44 from ¥28,550,164,672.72, a reduction of 5.93%[22] - The company's goodwill decreased to ¥5,079,639,650.78 from ¥5,130,490,119.62, a decline of 0.99%[22] - The total non-current assets increased slightly to ¥18,510,531,913.53 from ¥18,399,521,130.30, an increase of 0.6%[22] Cash Flow - The company reported a net cash flow from operating activities of ¥1,255,556,074.61, which is a decline of 13.01% year-over-year[2] - The net cash flow from operating activities for the third quarter was CNY 1,255,556,074.61, down from CNY 1,443,403,617.66 in the previous year[27] - Cash inflow from investment activities increased to CNY 3,338,982,059.21, compared to CNY 1,681,527,682.13 in the same period last year[27] - The net cash flow from financing activities was negative CNY 2,878,375,749.36, worsening from negative CNY 910,395,191.24 in the previous year[28] - The total cash and cash equivalents at the end of the period were CNY 5,493,803,312.24, down from CNY 6,858,780,842.56 at the end of the previous year[28] - The net increase in cash and cash equivalents for the period was negative CNY 1,282,427,325.39, compared to negative CNY 282,541,222.44 in the previous year[28] Investments - Long-term equity investments surged by 271.75% to ¥444,615,691.81, primarily due to new external investments[5] - Long-term equity investments increased significantly to RMB 444,615,691.81 from RMB 119,602,326.99, showing a growth of approximately 271.5%[20] - The investment income surged to 265.23 million yuan, up 688.75% year-on-year, primarily due to the change in accounting treatment of an associate company[7] Business Segments - The printer business (PANTUM) generated revenue of 3.176 billion yuan in the first three quarters, with a year-on-year growth of 9.79%[8] - The integrated circuit business (Jihai Micro) reported a revenue of 1.038 billion yuan, down 5.37% year-on-year, but net profit increased by 127.65% to 353 million yuan[10] - The general consumables business recorded a revenue of 4.851 billion yuan, reflecting a year-on-year growth of 13.80%[11] Shareholder Actions - The company has repurchased a total of 6,044,500 shares, representing 0.43% of the total share capital, with a total payment of RMB 121,521,596.53[17] - The maximum repurchase price was RMB 27.28 per share, while the minimum was RMB 18.00 per share[17] - The company plans to repurchase shares at a price not exceeding RMB 40.42 per share, with a total repurchase fund of no less than RMB 200 million and no more than RMB 400 million[16] - The first phase of the employee stock ownership plan has been extended by 6 months, now set to complete by January 29, 2025[18] - The company is actively implementing its employee stock ownership plan in accordance with regulatory guidelines[18] Other Financial Metrics - Research and development expenses amounted to ¥1,272,398,322.51, slightly down from ¥1,295,317,043.17 in the previous year, indicating a decrease of 1.8%[24] - The company faced a significant negative impact on net profit due to fluctuations in the RMB to USD exchange rate during Q3 2024[12] - The company reported a decrease in cash received from other operating activities to CNY 268,345,000.53 from CNY 834,433,813.75 in the previous year[27] - The total cash outflow from financing activities was CNY 7,386,327,823.33, compared to CNY 6,193,291,300.83 in the same period last year[28] - The company experienced a negative impact of CNY 13,982,442.87 from exchange rate fluctuations on cash and cash equivalents[28]

证券代码：002180 证券简称：纳思达 公告编号：2024-088 纳思达股份有限公司 关于部分股份解除限售上市流通的提示性公告 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。 特别提示： 1、本次解除限售股份限售起始日期为 2021 年 11 月 4 日，限售期限为 36 个月； 2、本次解除限售股份可上市流通日为 2024 年 11 月 4 日（星期一）； 3、本次解除限售股份数量为 100,839,899 股，占公司股份总数 7.0981%； 4、本次解除股份限售总计 18 位股东，股东户数为 18 户。 一、本次解除限售股份取得的基本情况 纳思达股份有限公司（以下简称"公司"）于2021年2月9日召开第六届董事 会第十五次会议及第六届监事会第十四次会议，于2021年4月7日召开2021年第二 次临时股东大会，分别审议通过了《关于公司发行股份及支付现金购买资产并募 集配套资金暨关联交易方案的议案》等议案，公司向汪东颖、曾阳云、李东飞、 吕如松、严伟、余一丁、孔德珠、陈力、厦门奔图丰业投资合伙企业（有限合伙） （曾用名：珠海奔图丰业投资中心（有限合伙）） ...

华泰联合证券有限责任公司（以下简称"华泰联合"或"独立财务顾问"）作为 纳思达股份有限公司（以下简称"纳思达"或"公司"或"上市公司"）2021年发行 股份及支付现金购买资产并募集配套资金暨关联交易（以下简称"本次交易"）的独 立财务顾问，根据《中华人民共和国公司法》（以下简称"《公司法》"）《中华人民共 和国证券法》（以下简称"《证券法》"）《上市公司重大资产重组管理办法》《上市公 司并购重组财务顾问业务管理办法》及《深圳证券交易所股票上市规则》等相关规 定，对纳思达关于本次交易部分限售股份解除限售事项进行了审慎核查，具体情况 如下： 一、本次解除限售股份的基本情况 2021年10月8日，公司收到中国证券监督管理委员会核发的《关于核准纳思达股 份有限公司向汪东颖等发行股份购买资产并募集配套资金申请的批复》（证监许可 [2021]3170号），公司发行股份及支付现金购买资产并募集配套资金事项获得核准。 华泰联合证券有限责任公司 关于纳思达股份有限公司 发行股份及支付现金购买资产并募集配套资金暨关联交易 之部分限售股份解除限售的核查意见 2021年11月，纳思达向汪东颖、李东飞、曾阳云、吕如松、珠海横琴金桥一期 ...

Core Viewpoint - The recent passing of Li Dongfei, a key figure in Nasda's leadership, raises concerns about the company's governance and future direction, although operations remain stable for now [1][2]. Group 1: Company Leadership and Impact - Li Dongfei, a significant shareholder and the chairman of the supervisory board, passed away due to illness, which may impact the company's governance structure [1]. - Li held approximately 21.28 million shares in Nasda, valued at around 580 million yuan based on the closing price on October 25 [1]. - The company expressed deep condolences for Li's contributions and announced plans to comply with legal requirements regarding his shares [1]. Group 2: Company Performance - Nasda reported a revenue of 12.794 billion yuan for the first half of 2024, reflecting a year-on-year growth of 4% [2]. - The net profit for the same period was 974 million yuan, showing a significant increase of 177% year-on-year, while the net profit excluding non-recurring items was 624 million yuan, up 48% [2]. Group 3: Business Operations and Future Outlook - Nasda's operations remain stable, with management and staff continuing their responsibilities despite the leadership change [1]. - The company is focusing on expanding its A3 laser printer product line, anticipating growth in market demand and production capabilities [3]. - Nasda aims to enhance its brand presence globally and increase market share through the introduction of high-end products [3].

证券代码：002180 证券简称：纳思达 公告编号：2024-087 纳思达股份有限公司 李东飞先生直接和间接持有的公司股份将按相关法律法规办理手续。公司将 依据相关法律法规的要求履行后续相关事宜的信息披露义务。 李东飞先生逝世后，公司监事会成员减少至 2 人，低于《公司法》和《公司 章程》规定的最低人数，公司将根据《公司法》和《公司章程》等相关规定及时 完成监事的补选和相关后续工作，并及时履行信息披露义务。 目前，公司生产经营活动保持稳定并正常进行，董事、监事及高级管理人员 正常履职，公司董事、监事、高级管理人员及全体员工将继续勤勉尽责，致力于 公司的持续稳健发展。 特此公告。 纳思达股份有限公司 关于公司实际控制人之一、监事会主席李东飞先生逝世的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 纳思达股份有限公司（以下简称"公司"）董事会沉痛公告，公司董事会于 近日收到公司实际控制人之一、监事会主席李东飞先生家属通知，李东飞先生于 近日因病不幸逝世。 李东飞先生作为公司实际控制人及创始人之一，为公司的创立、成长、发展 和壮大做出了卓越贡献。李东飞先生近五年来 ...

证券代码：002180 证券简称：纳思达 公告编号：2024-086 纳思达股份有限公司 关于部分限制性股票回购注销完成的公告 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。 特别提示： 1、本次回购注销共涉及激励对象 473 人，本次回购注销股份共计 2,176,663 股， 占注销前总股本比例的 0.15%。回购总金额为 53,753,001.80 元，资金来源于自有资 金。 2、公司已在中国证券登记结算有限责任公司深圳分公司完成了前述限制性股票 的回购和注销登记手续。 2022 年 3 月 1 日至 2022 年 3 月 10 日，公司在内网上对本次限制性股票激励计 划激励对象名单及职务进行了公示，在公示期内，公司监事会未接到任何对本次限制 性股票激励对象提出的异议。2022 年 3 月 11 日，公司披露了《监事会关于 2022 年 限制性股票激励计划激励对象名单的公示情况说明及核查意见》。 2022 年 3 月 12 日，公司根据内幕信息知情人及激励对象买卖公司股票的核查情 况，披露了《关于 2022 年限制性股票激励计划内幕知情人及激励对象买卖公司 ...

关于回购公司股份的进展公告（第三期） 证券代码：002180 证券简称：纳思达 公告编号：2024-085 纳思达股份有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的虚假 记载、误导性陈述或者重大遗漏承担责任。 纳思达股份有限公司（以下简称"公司"）于2023年12月6日召开公司第七届董 事会第十二次会议，审议通过了《关于回购公司股份方案的议案》，公司拟使用自 有资金以集中竞价交易的方式回购公司发行的人民币普通股（A股）股票。回购价格 为不超过人民币40.42元/股（含），回购资金总额为不低于人民币20,000.00万元（含） 且不超过人民币40,000.00万元（含），具体回购资金总额以回购结束时实际回购使 用的资金总额为准，具体回购股份的数量以回购结束时实际回购的股份数量为准。 本次回购的股份拟全部用于实施员工持股计划或者股权激励，本次回购期限为自董 事会审议通过本次回购股份方案之日起不超过12个月，具体内容详见公司于2023年 12月7日刊登在《证券时报》《证券日报》《上海证券报》《中国证券报》和巨潮资 讯网（www.cninfo.com.cn）披露的《第七届董事会第十二次会议 ...

证券研究报告 ＃＃iinndduussttrryyIIdd＃＃ 其他计算机设备 ＃investSuggestion＃ | --- | --- | |---------------------------|--------------------------------| | | | | ＃市场 数 据 市场数据日期 | 2024-09-20 | | 收盘价（元） | 23.91 | | 总股本（百万股） | 1416.60 | | 流通股本（百万股） | 1309.23 | | 净资产（百万元） | 10179.93 | | 总资产（百万元） | 37093.3 | | 每股净资产(元 ) | 7.19 | | 来源： WIND | ，兴业证券经济与金融研究院整理 | 孙乾 sunqian@xyzq.com.cn 增持 ( ＃ investSug gestionCh ange＃ 首次 ） ＃dyCompany＃ 纳思达 （ 002180 ） 002180 ＃title＃ 业绩稳步增长，打印机业务持续改善 ＃createTime1＃ 2024 年 09 月 22 日 S0190518110001 投资要点 ＃s ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 38.16 CNY, based on a 36x PE valuation for comparable companies in 2024 [2][4]. Core Insights - The company emphasizes core chip technology and synergistic development between its consumables, printers, and chip businesses, aiming for a vertical integration similar to Huawei and HiSilicon [1][13]. - The company has established itself as a leader in the printer consumables chip sector through both organic growth and strategic acquisitions, maintaining a significant market share [1][15]. - The company is committed to developing domestically produced printer control chips to enhance information security and reduce reliance on foreign technology [1][30]. - The company is expanding its product lines to include MCU, SoC, and mixed-signal ICs, targeting growth opportunities in industrial and automotive electronics [1][7]. Financial Summary - The company's revenue for 2022 was 25,855 million CNY, with a projected decline to 24,062 million CNY in 2023, followed by a recovery to 27,817 million CNY in 2024 [3]. - The net profit for 2022 was 1,863 million CNY, which is expected to drop to a loss of 6,185 million CNY in 2023, before rebounding to 1,504 million CNY in 2024 [3]. - The earnings per share (EPS) are projected to be 1.06 CNY in 2024, increasing to 1.76 CNY by 2026 [2][3]. Business Development - The company has a strong focus on R&D, having invested 500 million CNY in the development of its core SoC project, which has led to the successful launch of domestically produced CPU-based printer control chips [1][30]. - The company has actively pursued acquisitions to enhance its technological capabilities, including the purchase of Static Control Components and Hong Kong Shengdi Technology [1][26][27]. - The company’s chip business, particularly in printer consumables, remains a significant revenue driver, accounting for approximately 71% of its revenue in the first half of 2023 [29].