Core Viewpoint - The company reported a mixed financial performance for Q3 2025, with revenue growth but a decline in net profit compared to the same period last year [1] Financial Performance Summary - In Q3 2025, the company achieved a revenue of 377 million yuan, representing a year-on-year increase of 7.14% [1] - The net profit attributable to shareholders for Q3 2025 was 12.37 million yuan, showing a decline of 7.37% year-on-year [1] - Basic earnings per share for Q3 2025 were 0.0621 yuan [1] - For the first three quarters of 2025, the company reported a total revenue of 1.335 billion yuan, which is a year-on-year growth of 38.95% [1] - The net profit attributable to shareholders for the first three quarters was 103 million yuan, reflecting a significant year-on-year increase of 146.16% [1]

Group 1 - The core point of the article is that Dailong (SZ 002209) held its ninth board meeting on October 27, 2025, via telecommunication to review the proposal for the "2025 Q3 Report" [1] - For the first half of 2025, Dailong's revenue composition shows that liquid packaging machinery and automation equipment accounted for 99.9%, while other businesses made up 0.1% [1] - As of the report, Dailong's market capitalization is 3.1 billion yuan [1] Group 2 - The article also mentions a separate company promoting overseas real estate tokenization, claiming that individuals can earn significant returns by investing, which raises concerns about the legitimacy of such claims [1]

关于2025年第三季度计提及转回资产减值准备的公告 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。 一、本次计提及转回资产减值准备的情况概述 1、本次计提及转回资产减值准备的原因 证券代码：002209 证券简称：达意隆 公告编号：2025-046 广州达意隆包装机械股份有限公司 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管 指引第1号——主板上市公司规范运作》和《企业会计准则》等相关规定的要求， 为真实、准确地反映公司截至2025年9月30日的财务状况、资产价值及经营成果， 基于谨慎性原则，公司对各类资产进行了全面清查和减值测试，对公司截至2025 年9月30日合并报表范围内有关资产计提或转回相应的减值准备。 2、本次计提及转回资产减值准备的资产范围、总金额和拟计入的报告期间 经过公司及下属子公司对截至2025年9月30日可能存在减值迹象的资产进行 全面清查和减值测试，2025年第三季度，计提资产减值准备的范围包括应收账款、 合同资产、存货、其他应收款以及长期应收款，计提各项资产减值损失239.63万 元，计提各项信用减值损失317.2 ...

一、会议审议情况 1、审议通过《关于<2025 年第三季度报告>的议案》 证券代码：002209 证券简称：达意隆 公告编号：2025-044 广州达意隆包装机械股份有限公司 第九届董事会第九次会议决议公告 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。 广州达意隆包装机械股份有限公司（以下简称"公司"）第九届董事会第九 次会议通知于 2025 年 10 月 21 日以专人送达的方式发出，会议于 2025 年 10 月 27 日 10:30 以通讯表决的方式召开。公司董事共 7 名，参与本次会议表决的董事 共 7 名。本次会议由董事长张颂明先生主持，公司高级管理人员列席了会议。本 次会议的召集、召开程序符合有关法律、行政法规、部门规章、规范性文件和《公 司章程》的规定。 《2025 年第三季度报告》中的财务信息已经公司董事会审计委员会全体成 员审核通过，同意提交公司董事会审议。 《2025 年第三季度报告》参见公司同日刊登在《证券时报》及巨潮资讯网 （www.cninfo.com.cn）上的《2025 年第三季度报告》（公告编号：2025-045）。 表决结果 ...

证券代码：002209 证券简称：达意隆 公告编号：2025-047 广州达意隆包装机械股份有限公司 关于2023年限制性股票激励计划预留授予部分第二个解除 限售期解除限售条件成就的公告 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。 重要内容提示： 1、公司 2023 年限制性股票激励计划预留授予部分第二个解除限售期解除限 售条件已经成就，符合解除限售条件的激励对象共计 2 名，可解除限售的限制性 股票数量为 8.40 万股，占公司当前总股本的 0.0422%。 2、本次限制性股票解除限售尚需在相关部门办理解除限售手续，在上市流 通前，公司将发布相关提示性公告，敬请投资者注意。 广州达意隆包装机械股份有限公司（以下简称"公司"）于 2025 年 10 月 27 日召开第九届董事会第九次会议，审议通过《关于 2023 年限制性股票激励计 划预留授予部分第二个解除限售期解除限售条件成就的议案》。根据《上市公司 股权激励管理办法》（以下简称《管理办法》）《广州达意隆包装机械股份有限 公司 2023 年限制性股票激励计划（草案）》（以下简称《激励计划（草案）》） 的 ...

广州达意隆包装机械股份有限公司 董事会薪酬与考核委员会关于 2023 年限制性股票激励计划 预留授予部分第二个解除限售期解除限售激励对象名单的 核查意见 广州达意隆包装机械股份有限公司（以下简称"公司"）董事会薪酬与考核 委员会依据《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》《上市公司股权激励管理办法》（以下简称《管理办法》）及《公司 章程》等有关规定，对《广州达意隆包装机械股份有限公司 2023 年限制性股票 激励计划（草案）》（以下简称《激励计划（草案）》或"本次激励计划"）预 留授予部分第二个解除限售期可解除限售激励对象名单进行了核查，并发表核查 意见如下： 一、公司符合《管理办法》和《激励计划（草案）》等法律法规、规范性文 件规定的实施股权激励计划的情形，公司具备实施股权激励计划的主体资格，符 合《激励计划（草案）》中对预留授予部分第二个限售期解除限售条件的要求， 未发生《激励计划（草案）》中规定的不得解除限售的情形。 二、本次激励计划预留授予部分激励对象不存在《管理办法》第八条规定的 不得成为激励对象的下列情形： （一）最近 12 个月内被证券交易所认定为不适当人选； （ ...

广州市天河区珠江新城珠江西路 21 号 粤海金融中心 28 层 邮编：510627 电话：（86-20）2805-9088 传真：（86-20）2805-9099 北京市君合（广州）律师事务所 关于 广州达意隆包装机械股份有限公司 2023 年限制性股票激励计划 预留授予限制性股票第二个解除限售期解除限售条件成就事宜的 法律意见 致：广州达意隆包装机械股份有限公司 北京市君合（广州）律师事务所（以下简称"本所"）为具有从事法律业务资格 的律师事务所。本所接受广州达意隆包装机械股份有限公司（以下简称"公司"）的 委托，担任专项法律顾问，就《广州达意隆包装机械股份有限公司 2023 年限制性股票 激励计划（草案）》（以下简称"《激励计划（草案）》"）所规定的公司 2023 年限 制性股票激励计划（以下简称"本次激励计划"）预留授予限制性股票第二个解除限 售期解除限售条件成就（以下简称"本次解除限售"）事宜出具本法律意见。 本法律意见书根据《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》"）以及中国证券监督管理委员会（以 下简称"中国证监会"）发布的《上市公司股权 ...

Financial Performance - The company's operating revenue for the third quarter reached ¥377,244,865.22, representing a year-on-year increase of 7.14%[7] - The net profit attributable to shareholders for the third quarter was ¥12,369,509.47, a decrease of 7.37% compared to the same period last year[7] - The net profit attributable to shareholders after deducting non-recurring gains and losses was ¥11,430,306.54, down 58.87% year-on-year[7] - The basic earnings per share for the third quarter was ¥0.0621, down 7.45% year-on-year[7] - Net profit surged by 146.16% to ¥103,236,972.81 from ¥41,938,930.64, driven by higher revenue and improved gross margin[13] - Total operating revenue for the current period reached ¥1,334,725,235, an increase of 39% compared to ¥960,577,515.57 in the previous period[41] - Net profit for the current period was ¥103,236,972.81, representing a significant increase of 146% from ¥41,938,930.64 in the previous period[42] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥3,295,794,541.08, an increase of 29.14% from the end of the previous year[7] - Total assets increased to ¥3,295,794,541.08, up from ¥2,552,123,657.39, marking a growth of approximately 29%[38] - Total liabilities rose to ¥2,474,859,654.85, compared to ¥1,834,498,518.70, indicating a 35% increase[38] - The company's total equity attributable to shareholders increased by 14.40% to ¥820,934,886.23 compared to the end of the previous year[7] - The company's equity attributable to shareholders increased to ¥820,934,886.23 from ¥717,625,138.69, a rise of about 14%[38] Cash Flow - The company's cash flow from operating activities for the year-to-date period was ¥170,727,063.61, a decrease of 12.53% compared to the previous year[7] - Cash flow from operating activities decreased by 12.53% to ¥170,727,063.61, attributed to increased payments related to operating activities[14] - Cash flow from investing activities showed a drastic decline of 432.13%, amounting to -¥144,257,842.79, due to increased capital expenditures for expansion projects[14] - Cash flow from financing activities increased by 246.69% to ¥143,031,964.17, primarily due to increased loans for fixed asset investments[14] - Cash inflow from operating activities totaled 1,683,498,281.00, up from 1,408,394,495.12 in the previous period, representing an increase of approximately 19.5%[43] - Net cash flow from operating activities decreased to 170,727,063.61 from 195,175,011.68, a decline of about 12.3%[44] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 23,169, with no preferred shareholders[16] - The largest shareholder, Zhang Songming, holds 25.71% of the shares, totaling 51,175,449 shares[16] Legal Matters - The company is involved in a significant arbitration case with A-one Products & Bottlers Ltd., claiming approximately $18.16 million in damages[17] - The Tanzanian High Court recognized the arbitration ruling, allowing the execution of the decision, which includes a payment of $4.12 million to A-one and a receivable of approximately $714,400 from A-one[18] - A-one has filed a lawsuit against the company for $4.8454 million due to delayed and undelivered parts from 2012 to 2015[19] - The company was ordered to pay approximately $4.8454 million in damages, interest, and legal fees to A-one as per the judgment received on October 9, 2019[20] - The company has filed an appeal against the judgment, which was rejected by the Tanzanian High Court[21] - The total amount claimed by A-one for execution, including principal and interest, is approximately $10.2399 million[21] Future Plans and Approvals - The company plans to apply for a credit limit of up to RMB 1.201 billion for operational and investment needs in 2025[24] - The company has approved a daily related party transaction amount not exceeding RMB 28.6 million for 2025[23] - The company will distribute a cash dividend of RMB 0.052 per share for the 2024 fiscal year, based on a total share capital of 199,029,050 shares[26] Impairment Losses - In 2024, the company recognized asset impairment losses of CNY 6.6561 million and credit impairment losses of CNY 28.6551 million, reducing the total profit by CNY 35.3112 million[28] - In Q1 2025, the company recorded asset impairment losses of CNY 2.1983 million and credit impairment losses of CNY 10.9039 million, leading to a decrease in total profit by CNY 13.1022 million[29] - For the first half of 2025, the company reported asset impairment losses of CNY 4.0117 million and credit impairment losses of CNY 13.0184 million, which reduced total profit by CNY 17.0301 million[32] Current Assets - As of September 30, 2025, the company's cash and cash equivalents amounted to CNY 817.12 million, an increase from CNY 555.73 million at the beginning of the period[36] - Accounts receivable increased to CNY 499.78 million from CNY 375.11 million, reflecting a growth of approximately 33.2%[36] - Inventory rose to CNY 1.1304 billion from CNY 1.0089 billion, indicating an increase of about 12.0%[36] - The company’s total current assets reached CNY 2.6609 billion, up from CNY 2.0822 billion, representing a growth of approximately 28.0%[36] - The company’s fixed assets increased to CNY 322.06 million from CNY 281.14 million, showing a growth of about 14.6%[36] - The company’s long-term equity investments rose to CNY 12.91 million from CNY 9.98 million, reflecting a growth of approximately 29.4%[36] Business Development - The company completed the business registration change for its wholly-owned subsidiary, indicating ongoing business development efforts[30]

Core Viewpoint - Shenzhen Lefeng Investment Management Co., Ltd. has reduced its stake in Dailong due to its own financial arrangements and the company's implementation of a restricted stock incentive plan, resulting in a decrease in its shareholding from 11.37% to 10% [1] Summary by Relevant Sections - **Shareholding Changes** - Lefeng Investment has reduced its holdings by a total of 2,297,100 shares, which represents 1.15% of the company's total share capital [1] - The reduction occurred between October 15, 2025, and October 20, 2025, through centralized bidding and block trading methods [1] - **Future Outlook** - Lefeng Investment does not rule out the possibility of further reductions in its shareholding over the next 12 months [1]

证券代码：002209 证券简称：达意隆 公告编号：2025-043 2018 年 2 月 13 日，公司在巨潮资讯网（www.cninfo.com.cn）上披露了《简 式权益变动报告书》，乐丰投资持有公司股份 22,200,000 股，占该次权益变动时 公司总股本的 11.37%。 广州达意隆包装机械股份有限公司 关于持股5%以上股东权益变动触及1%及5%整数倍暨披露 简式权益变动报告书的提示性公告 深圳乐丰投资管理有限公司保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 广州达意隆包装机械股份有限公司（以下简称"公司"）于 2025 年 9 月 15 日披露了《关于持股 5%以上股东减持股份的预披露公告》（公告编号：2025-033）。 近日，公司收到持股 5%以上股东深圳乐丰投资管理有限公司（以下简称"乐丰 投资"）出具的《关于减持公司股份权益变动触及 5%整数倍的告知函》和《简式 权益变动报告书》，本次权益变动触及 1%及 5%整数倍，现将有关权益变动情况 公告如下： 一、本次权益变动基本情况 1、本 ...