披露时间：2025 年 8 月 23 日 泰尔重工股份有限公司 2025 年半年度报告全文 1 泰尔重工股份有限公司 2025 年半年度报告 证券简称：泰尔股份 证券代码：002347 泰尔重工股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、完整，不存在 虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法律责任。 公司负责人邰紫鹏、主管会计工作负责人邰紫鹏及会计机构负责人(会计主管人员)杨 晓明声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中所涉及的公司未来计划、发展战略等前瞻性描述不构成公司对投资者的实质 承诺，投资者及相关人士均应当对此保持足够的风险认识，并且应当理解计划、预测与承 诺之间的差异，注意投资风险。 公司在本报告第三节"管理层讨论与分析"中"十、公司面临的风险和应对措施"部 分，描述了公司未来经营中可能存在的风险及应对措施，敬请投资者注意查阅。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 第二节 | 公司简介和主要财务指标 ...

Summary of Key Points Core Viewpoint - The announcement details the plan of a significant shareholder, Huang Chunyan, to reduce her stake in Tail Heavy Industry Co., Ltd. by up to 15 million shares, which represents approximately 2.97% of the company's total share capital [1][2]. Group 1: Shareholder Information - Huang Chunyan holds 17,075,200 shares in the company, which is 17,075,200 shares as of the announcement date [1][2]. - The reduction plan includes a maximum of 5 million shares through centralized bidding and 10 million shares through block trading [1][2]. Group 2: Reduction Plan Details - The reduction period is set from August 25, 2025, to November 24, 2025 [2]. - The plan allows for adjustments in the number of shares to be reduced in case of corporate actions such as dividends or stock splits [2]. Group 3: Compliance and Commitments - Huang Chunyan has adhered to her commitments made during the company's initial public offering and has not violated any related agreements [3]. - The reduction plan complies with relevant laws and regulations, ensuring that it will not lead to a change in control or significantly impact the company's governance structure [3][4]. Group 4: Implementation Oversight - The company's board will ensure that the reduction is conducted legally and in accordance with regulations, with timely disclosures [4].

Group 1 - The core point of the article is that the controlling shareholder and concerted actor Huang Chunyan of Tail股份 (002347) plans to reduce their holdings in the company by up to 15 million shares, which represents no more than 2.97% of the company's total share capital [1] Group 2 - The reduction will be executed through centralized bidding and block trading methods [1]

证券代码：002347 证券简称：泰尔股份 公告编号：2025-25 泰尔重工股份有限公司 关于公司控股股东、实际控制人之一致行动人 拟减持公司股份的预披露公告 股东黄春燕女士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。 特别提示： 泰尔重工股份有限公司（以下简称"本公司"或"公司"）控股股东、实际 控制人之一致行动人黄春燕女士持有公司股份 17,075,200 股，占公司总股本的 3.38%，计划自本公告披露之日起十五个交易日后的三个月内（2025 年 8 月 25 日至 2025 年 11 月 24 日）通过集中竞价交易方式、大宗交易方式减持持有的公 司股份不超过 15,000,000 股，即不超过公司总股本的 2.97%。其中，集中竞价 交易方式减持的股份不超过 5,000,000 股，即不超过公司总股本的 0.99%；大宗 交易方式减持的股份不超过 10,000,000 股，即不超过公司总股本的 1.98%。 公司于近日收到公司控股股东、实际控制人之一致行动人黄春燕女士（控股 股东、实际控制人邰正 ...

Core Viewpoint - The controlling shareholder and concerted action person of Tail股份 (002347.SZ), Ms. Huang Chunyan, plans to reduce her holdings in the company by up to 15 million shares, representing a maximum of 2.97% of the total share capital, through centralized bidding and block trading from August 25, 2025, to November 24, 2025 [1] Summary by Relevant Categories - Shareholder Actions - Ms. Huang Chunyan intends to sell up to 15 million shares of the company [1] - The planned reduction accounts for no more than 2.97% of the company's total share capital [1] - Timeline - The reduction is scheduled to take place between August 25, 2025, and November 24, 2025 [1]

Group 1 - The core point of the article is that the controlling shareholder and actual controller of Tail股份 (002347.SZ), Ms. Huang Chunyan, plans to reduce her holdings in the company by up to 15 million shares, which represents a maximum of 2.97% of the total share capital of the company [1] Group 2 - The planned reduction of shares will take place from August 25, 2025, to November 24, 2025, through centralized bidding and block trading methods [1]

Core Viewpoint - The controlling shareholder and actual controller of Tail股份 (002347), Huang Chunyan, plans to reduce holdings due to funding needs, indicating potential liquidity issues or strategic repositioning [1] Shareholding Reduction Plan - Huang Chunyan holds 17.0752 million shares, representing 3.38% of the total shares [1] - The planned reduction includes selling up to 5 million shares through centralized bidding, accounting for 0.99% of total shares [1] - Additionally, up to 10 million shares may be sold through block trading, representing 1.98% of total shares [1] - The total reduction could reach 15 million shares, which is 2.97% of the total shares [1]

Group 1 - The core viewpoint of the news indicates that 泰尔股份 (Tair Co., Ltd.) experienced a decline in stock price, closing at 7.29 yuan, down 1.62% as of July 29, 2025 [1] - The trading volume was 214,500 hands with a transaction amount of 156 million yuan, and the turnover rate was 4.35% [1] - The net outflow of main funds was 23.74 million yuan, accounting for 15.24% of the transaction amount, with significant outflows from large orders [1] Group 2 - For the latest financial performance, the total operating revenue for the first quarter of 2025 was 310 million yuan, representing a year-on-year growth of 26.09% [1] - However, the net profit attributable to shareholders was 9.24 million yuan, a decrease of 683.23% year-on-year, while the non-recurring net profit was 9.84 million yuan, down 4.08% year-on-year [1] - The company's liquidity ratios were reported as current ratio of 1.602, quick ratio of 1.225, and a debt-to-asset ratio of 50.58% [1] Group 3 - 泰尔重工股份有限公司 (Tair Heavy Industry Co., Ltd.) was established in 2001 and is primarily engaged in general equipment manufacturing [2] - The company has made investments in 25 enterprises and participated in 1,846 bidding projects [2] - In terms of intellectual property, the company holds 40 trademark registrations and 550 patents, along with 9 administrative licenses [2]

Core Viewpoint - Ma'anshan is positioning itself as a key city in the Yangtze River Delta, focusing on the development of new quality productive forces and a modern industrial system that integrates traditional industries, emerging industries, future industries, and modern services [1][5][11]. Group 1: Economic Performance - In 2024, Ma'anshan's GDP is projected to reach 278.46 billion yuan, with a growth rate of 6.0% compared to the previous year [5]. - The primary industry added value is 11.4 billion yuan (3.5% growth), the secondary industry 120.93 billion yuan (6.6% growth), and the tertiary industry 146.13 billion yuan (5.7% growth) [5]. - The industrial added value is expected to be 87.92 billion yuan, also growing by 6.0% [5]. Group 2: New Quality Productive Forces Overview - New quality productive forces emphasize innovation as the main driving force, characterized by high technology, efficiency, and quality, aligning with new development concepts [2][3]. - This concept is crucial for promoting high-quality economic development and constructing a modern industrial system [3]. Group 3: Modern Industrial System - Ma'anshan is building a modern industrial system based on "four-dimensional driving and tiered development," focusing on traditional industry upgrades, emerging industry clusters, future industry layouts, and modern service enhancements [1][17]. - The strategy includes transforming traditional industries like steel and machinery through intelligent upgrades and promoting new industries such as intelligent equipment and high-end CNC machine tools [17]. Group 4: Key Industries and Companies - Key industries in Ma'anshan include steel, new materials, new energy vehicles, high-end equipment manufacturing, biomedicine, and digital economy [23]. - Representative companies include Ma'anshan Iron and Steel Co., Ltd., Hanma Technology, and East China Semiconductor, which are leading in their respective fields [23][24]. Group 5: Policy Background and Support - The concept of new quality productive forces was included in the government work report for the first time in 2024, emphasizing innovation and the transition from traditional economic growth models [11]. - Ma'anshan has implemented various policies to support the development of new quality productive forces, including digital empowerment and the cultivation of strategic industry clusters [11][14]. Group 6: Development Trends - The city is advancing traditional industry upgrades alongside the rise of emerging industries, with a focus on technological innovation [26][27]. - Future industries are being actively developed, with a focus on advanced materials, general intelligence, and low-carbon energy [28]. - The innovation ecosystem is being optimized, with a strong emphasis on talent support and collaboration between industry and academia [29].

[Taier Heavy Industry 2025 Semi-Annual Performance Forecast Analysis](index=1&type=section&id=Taier%20Heavy%20Industry%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Key Performance Forecast Data](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company projects a net loss for the first half of 2025, with attributable net profit expected to range from a loss of 12.9 million to 25.7 million yuan, significantly widening from the prior year 2025 Semi-Annual Performance Forecast | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Loss: 12.9 million - 25.7 million yuan | Loss: 9.9155 million yuan | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Loss: 20.81 million - 33.61 million yuan | Loss: 26.8998 million yuan | | **Basic Earnings Per Share** | Loss: 0.0256 - 0.0509 yuan/share | Loss: 0.0196 yuan/share | [Explanation of Audit Status](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) This performance forecast has not been audited by an accounting firm, and its final accuracy is subject to the official semi-annual report - This performance forecast has not been audited by an accounting firm[2](index=2&type=chunk) [Analysis of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The decline in net profit is primarily due to a shift in product revenue towards lower-margin complete equipment, reducing overall gross margin, and increased credit impairment losses from higher and older accounts receivable - Changes in product revenue structure, with an increase in revenue from lower-margin complete equipment, led to a decrease in the overall gross margin compared to the prior year[3](index=3&type=chunk) - Credit impairment losses increased year-on-year due to a higher accounts receivable balance and extended aging of some receivables[3](index=3&type=chunk) [Risk Warning](index=1&type=section&id=IV.%20Risk%20Warning%20and%20Other%20Related%20Explanations) Investors are cautioned that this performance forecast is a preliminary estimate, with final financial data to be disclosed in the 2025 semi-annual report, and are advised to consider investment risks - This performance forecast represents preliminary estimates by the company's finance department, with final data subject to the 2025 semi-annual report[4](index=4&type=chunk) - The company advises investors to make cautious decisions and be aware of investment risks[4](index=4&type=chunk)