Core Viewpoint - The automotive parts sector is experiencing a strong rally, with several stocks hitting the daily limit up, driven by favorable trade news regarding tariff exemptions for parts manufactured in Canada and Mexico under the USMCA agreement [1] Group 1: Stock Performance - Disenly has achieved three consecutive limit-up days over six trading days [1] - Other stocks such as Jin Qilin, Xin Zuo Biao, and Xin Zhi Group also reached their daily limit up [1] - Companies like Xingmin Zhitong, Rongtai Co., Fuda Co., and Zhongding Co. showed significant price increases [1] Group 2: Trade Policy Impact - The U.S. Customs and Border Protection confirmed that automotive parts made in Canada and Mexico are part of the USMCA and will be exempt from a 25% tariff [1] - This tariff exemption is set to take effect on May 3 [1]

Core Viewpoint - The company emphasizes the accuracy and completeness of its quarterly report, ensuring no false records or misleading statements exist [2][3]. Financial Data - The quarterly report has not been audited [3][7]. - There are no adjustments or restatements of previous accounting data required [3]. - The company does not have any non-recurring profit and loss items applicable [3]. Shareholder Information - The company has not reported any changes in the top ten shareholders or their shareholding due to securities lending activities [5]. - The company’s associate, Guanglian Technology Holdings Limited, listed on the Hong Kong Stock Exchange, has seen a significant decline in its stock price, closing at HKD 13.9 per share as of April 29, 2025 [5]. Other Important Matters - The company confirms that the financial information in the quarterly report is accurate and complete, with all responsible parties assuming legal liability for the report [2].

Core Viewpoint - The automotive industry chain stocks experienced significant gains, driven by the Ministry of Industry and Information Technology's (MIIT) announcement of key points for automotive standardization by 2025, particularly focusing on intelligent connected vehicles [1][2] Group 1: Market Reaction - Automotive stocks surged on April 30, with notable gains including Lidian Electric Control and Jingjin Electric both hitting a 20% limit up, and other companies like Slin Technology and Jin Qilin also seeing substantial increases [1] - The MIIT's announcement has led to a positive market sentiment, with various stocks in the automotive sector responding favorably [1] Group 2: Regulatory Developments - The MIIT's guidelines emphasize the need for enhanced standards for intelligent connected vehicles, specifically in areas such as driver assistance (L2) and automated driving (L3) [1] - Key initiatives include the revision of mandatory national standards for driver assistance systems and the establishment of safety requirements for automated driving systems [1] Group 3: Industry Implications - Citic Securities notes that the regulatory clarity regarding L2 and L3 levels will lead to more standardized expressions and responsibilities among industry players [2] - Companies are expected to focus on improving product maturity and safety, with an emphasis on refining hardware and software architectures [2] - The trend towards enhanced regulation is likely to benefit the automotive intelligentization industry, with investment opportunities identified in leading manufacturers, laser radar suppliers, and testing service providers [2]

一大批A股公司业绩暴增！ 上市公司一季报正在密集披露中。截至4月29日20：50，两市又有近1000家上市公司披露一季报。其中，不少 公司业绩大幅增长。 有研新材 一季报显示，公司一季度营收为18.4亿元，同比下降18.67%；净利润为6738万元，同比增长 14698%。公司净利润增长主要是报告期子公司有研亿金和控股子公司有研稀土净利润增加。其中，有研亿金 净利润同比增加67%；有研稀土净利润同比减亏64%。 北方稀土 的业绩也实现大幅增长。公告显示，一季度实现营业收入92.87亿元，同比增长61.19%；净利润4.31 亿元，同比增长727.3%。报告期内，公司以镨钕产品为代表的主要稀土产品一季度均价同比升高，原料成本 同比降低，毛利同比增加。 新黄浦公告， 一季度营业收入为2.32亿元，同比增长47.75%；净利润为7759万元，同比增长2123%。公司净利 润增长主要为报告期内投资收益增加所致。 4月29日晚间，又有不少公司披露了不错的业绩。一季度净利润方面，有研新材同比暴增14698%，新黄浦同比 增长2123%，中船防务同比增长1099.85%，北方稀土同比增长727.3%，国泰海通同比增长391 ...

Financial Performance - The company's revenue for Q1 2025 was ¥225,491,363.40, representing a 7.76% increase compared to ¥209,258,053.74 in the same period last year[5] - Net profit attributable to shareholders reached ¥135,316,336.55, a significant increase of 1,829.51% from ¥7,012,978.95 in the previous year[5] - The basic earnings per share (EPS) rose to ¥0.2181, up 1,830.09% from ¥0.0113 in the same period last year[5] - The company's operating profit for the current period is approximately ¥177.5 million, compared to ¥7.3 million in the previous period, indicating a significant increase[19] - The net profit attributable to the parent company is approximately ¥135.3 million, up from ¥7.0 million year-over-year, reflecting strong growth[19] - The total comprehensive income attributable to the parent company was approximately ¥135.2 million, compared to ¥7.1 million in the previous period, indicating robust overall performance[19] Cash Flow and Liquidity - The net cash flow from operating activities increased by 32.21% to ¥26,946,817.24, compared to ¥20,381,078.95 in the previous year[5] - Cash flow from operating activities increased to approximately ¥144.3 million, compared to ¥89.0 million in the previous period, showing improved operational efficiency[21] - The company's cash and cash equivalents increased to CNY 50,484,602.09 from CNY 29,040,120.42, representing a growth of 73.9%[15] - Cash and cash equivalents at the end of the period totaled approximately ¥50.5 million, compared to ¥54.7 million at the end of the previous period[22] - The company incurred a net cash outflow from investing activities of approximately ¥3.5 million, a decrease from a net inflow of ¥16.4 million in the previous period[21] - The net cash outflow from financing activities was approximately ¥1.4 million, an improvement from a net outflow of ¥23.1 million in the previous period[22] Assets and Liabilities - Total assets at the end of the reporting period were ¥2,780,176,952.34, reflecting a 10.88% increase from ¥2,507,397,650.53 at the end of the previous year[5] - The total assets of the company reached CNY 2,780,176,952.34, up from CNY 2,507,397,650.53, indicating a growth of 10.8%[17] - The total liabilities increased to CNY 1,417,818,508.47 from CNY 1,280,996,554.58, reflecting a rise of 10.7%[16] - The company's total equity attributable to shareholders increased to CNY 1,381,231,440.83 from CNY 1,245,984,149.28, a growth of 10.8%[17] Operational Metrics - The weighted average return on equity (ROE) improved to 10.30%, up 9.64% from 0.66% in the previous year[5] - The fair value change income from investments was ¥182,955,304.91, a dramatic increase of 1,808.75% compared to ¥9,585,105.99 in the previous year[9] - The company reported a significant increase in accounts receivable financing, which rose by 91.23% to ¥12,814,207.17 from ¥6,700,835.50[9] - Prepayments increased by 90.17% to ¥69,382,492.18, indicating business expansion[9] - Accounts receivable rose to CNY 110,272,515.10, compared to CNY 96,146,586.92, marking an increase of 14.7%[15] - Inventory levels slightly increased to CNY 303,212,339.43 from CNY 300,075,559.12, a growth of 1.1%[15] Financial Challenges - Total operating costs amounted to CNY 234,964,589.77, up from CNY 211,659,621.39, reflecting a year-over-year increase of 10.9%[18] - The company reported a significant increase in financial expenses, which rose to CNY 8,463,992.58 from CNY 1,909,402.28, primarily due to higher interest expenses[18] - The net loss for the period was CNY 6,120,291.01, compared to a loss of CNY 3,633,843.56 in the previous period[18] Other Considerations - The company received government subsidies amounting to ¥1,682,364.85, which are closely related to its normal business operations[7] - The company experienced a decrease in other comprehensive income, with a net amount of approximately -¥69,045, compared to a positive amount of ¥44,619 in the previous period[19] - The company has not undergone an audit for the first quarter report, which may impact the perception of financial reliability[23]

智通财经4月29日电，兴民智通(002355.SZ)发布2025年第一季度报告，实现营业收入2.25亿元，同比增 长7.76%；归属于上市公司股东的净利润为1.35亿元，同比增长1829.51%。 兴民智通：一季度净利润同比增长1830% ...

Core Viewpoint - The announcement details the continued judicial freezing of shares held by a major shareholder, Qingdao Fengqi Environmental New Energy Technology Co., Ltd., affecting 13 million shares of Xingmin Zhitong (Group) Co., Ltd. [1] Group 1: Shareholder Information - The shares of Fengqi Environmental were judicially frozen from April 26, 2023, to April 23, 2025, as per the announcement made on April 29, 2023 [1] - As of the announcement date, the total number of shares frozen for the shareholder is detailed, indicating ongoing legal issues [1] Group 2: Agreements and Control Changes - The voting rights delegation agreement and the concerted action agreement between Fengqi Environmental and Sichuan Shengbang Chuangheng Enterprise Management Co., Ltd. expired on June 21, 2023, with no renewal discussions [2] - Following the expiration of these agreements, Fengqi Environmental is no longer the controlling shareholder of the company [3] Group 3: Control and Governance - The actual controller of the company has changed to Mr. Gao Henan, who now controls 16.05% of the voting rights after acquiring 100% of Fengqi Environmental's shares [3][4] - The judicial freezing of shares will not impact the company's daily operations or governance, nor will it lead to a change in control [4]

证券代码：002355 证券简称：兴民智通 公告编号：2025-028 兴民智通（集团）股份有限公司 关于持股 5%以上股东股份继续被司法再冻结的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 兴民智通（集团）股份有限公司（以下简称"公司"）于 2023 年 4 月 29 日披露了 《关于控股股东部分股份继续被司法再冻结的公告》（公告编号：2023-045），公司股东 青岛丰启环保新能源科技有限公司（以下简称"丰启环保"）持有的公司 13,000,000 股 股份被武汉市公安局江岸区分局司法再冻结，冻结期限为 2023 年 4 月 26 日至 2025 年 4 月 23 日。 公司通过中国证券登记结算有限责任公司深圳分公司系统查询获悉，丰启环保的上 述股份继续被司法再冻结，具体情况如下： 一、股东股份继续被冻结的基本情况 | 是否为控股 | 股东 | 股东或第一 | 本次涉及 | 占其所持 | 占公司总 | 冻结申 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | ...

证券代码：002355 证券简称：兴民智通 公告编号：2025- 025 为满足公司及子公司日常经营和业务发展需要，提高公司融资决策效率，公司拟为 各级全资、控股下属公司的日常经营事项提供担保额度合计不超过 40,000 万元。担保 范围包括但不限于申请银行综合授信、借款、承兑汇票等融资或开展其他日常经营业务 等。担保方式包括但不限于连带责任担保、抵押担保等方式。本次担保额度包括新增担 保及原有担保展期或续保，实际担保金额及担保期限以最终签订的担保合同为准。 本次担保额度可在子公司之间进行担保额度调剂，但在调剂发生时，对于资产负债 率 70%以上的担保对象，仅能从资产负债率 70%以上的担保对象处获得担保额度。担保 额度期限自 2024 年度股东大会审议通过之日起至 2025 年度股东大会重新审议该事项之 日止。上述担保额度可循环使用。授权董事长或董事长授权人士在审议通过的额度范围 内签署担保协议等相关文件，授权期限与担保额度期限一致。 三、担保协议主要内容 本次担保事项为担保额度预计，尚未签署相关协议，相关担保事项以最终签署的担 保合同或协议为准。上述担保额度可循环使用，最终实际担保总额不超过本次审批的担 ...

为客观、公允地反映兴民智通（集团）股份有限公司（以下简称"公司"）的财务 状况、资产价值及经营情况，本着谨慎性原则，公司根据《企业会计准则第 8 号-资产 减值》的相关规定和公司会计政策，对合并报表范围内截至 2024 年 12 月 31 日的各类 资产进行了减值测试。根据资产减值测试结果，公司 2024 年度共计提资产减值准备 103,146,150.66 元，具体如下： 证券代码： 002355 证券简称：兴民智通 公告编号： 2025-024 （一）信用减值准备 依据《企业会计准则》以及公司相关会计政策的规定， 按照简化模型考虑预期信用 损失，遵循单项和组合法计提的方式对应收款项预期信用损失进行估计，计提坏账准备。 （1）对于不含重大融资成分或者公司不考虑不超过一年的合同中的融资成分的应 收账款，公司运用简化计量方法，按照相当于整个存续期内的预期信用损失金额计量损 失准备。 （2）除上述计量方法以外的金融资产，公司在每个资产负债表日评估其信用风险 自初始确认后是否已经显著增加。如果信用风险自初始确认后已显著增加，公司按照整 个存续期内预期信用损失的金额计量损失准备； 如果信用风险自初始确认后未显著增加， ...