胜利精密2025半年报 ...

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苏州胜利精密制造科技股份有限公司 2025 年半年度财务报告 苏州胜利精密制造科技股份有限公司 2025 年半年度财务报告 2025 年 8 月 1 苏州胜利精密制造科技股份有限公司 2025 年半年度财务报告 财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：苏州胜利精密制造科技股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 293,440,147.39 | 265,165,581.51 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | | | 应收票据 | 490,000.00 | 497,500.00 | | 应收账款 | 1,069,323,645.52 | 993,567,909.24 | | 应收款项融资 | 3,365,515.48 | 13,489,641.52 | | 预付款项 | ...

苏州胜利精密制造科技股份有限公司 2025 年半年度报告全文 苏州胜利精密制造科技股份有限公司 2025 年半年度报告 2025 年 8 月 1 苏州胜利精密制造科技股份有限公司 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、监事会及董事、监事、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。 公司负责人徐洋、主管会计工作负责人徐洋及会计机构负责人(会计主管 人员)刘妮声明：保证本半年度报告中财务报告的真实、准确、完整。 | 第一节 重要提示、目录和释义 2 | | --- | | 第二节 公司简介和主要财务指标 6 | | 第三节 管理层讨论与分析 9 | | 第四节 公司治理、环境和社会 17 | | 第五节 重要事项 20 | | 第六节 股份变动及股东情况 33 | | 第七节 债券相关情况 38 | | 第八节 财务报告 39 | | 第九节 其他报送数据 176 | 苏州胜利精密制造科技股份有限公司 2025 年半年度报告全文 备查文件目录 所有董事均已出席了审议本次半年报的董事会会议。 本报告涉及的 ...

Core Insights - The article provides a comprehensive list of the top 30 publicly listed companies in the die-casting industry in China, highlighting their financial performance, technological advancements, and key clients. Group 1: Company Performance - Guangdong Hongtu reported Q1 2025 revenue of 2.099 billion with a gross margin of 12.58% and holds over 500 patents in aluminum alloy technology, serving clients like Tesla and BYD [1] - Huayang Group achieved Q1 2025 revenue of 1.991 billion and a gross margin of 21.56%, focusing on automotive electronic die-casting and serving clients such as BMW and Mercedes [4] - Ningbo Top Group reported Q1 2025 revenue of 5.768 billion, being a supplier for Tesla's integrated rear cabin [7] - Wencan Co. reported Q1 2025 revenue of 1.27 billion with a gross margin of 13.43%, specializing in integrated die-casting technology [9] - Lichung Group achieved Q1 2025 revenue of 5.967 billion, with a year-on-year growth of 16.49% [16] Group 2: Technological Advancements - Yian Technology is a global leader in liquid metal die-casting, producing over 5 million magnesium alloy parts annually [3] - Shenzhen New Star has developed a high vacuum die-casting process, expecting 1 billion revenue from automotive optical business in 2025 [17] - Meili Xin reported a 60% revenue growth in the photovoltaic sector in 2023, with a global market share of 25% in photovoltaic inverter die-casting [18] Group 3: Client Relationships - Aikodi serves clients including NIO and Bosch, with a 35% increase in net profit in 2023 [6] - Cloud Metal reported a 55% growth in magnesium alloy business in 2023, serving clients like Tesla and BMW [14] - BYD has achieved over 80% self-supply rate for die-casting parts in 2023, with a 30% increase in self-developed equipment capacity [20]

证券代码：002426 证券简称：胜利精密 公告编号：2025-025 苏州胜利精密制造科技股份有限公司 关于公司 2023 年股票期权激励计划部分股票期权 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。 苏州胜利精密制造科技股份有限公司（以下简称"公司"或"胜利精密"） 于 2025 年 4 月 23 日、2025 年 5 月 14 日分别召开第六届董事会第十六次会议、 第六届监事会第十三次会议、2024 年度股东会，审议通过了《关于注销公司 2023 年股票期权激励计划部分股票期权的议案》，因部分激励对象已经离职及 2024 年 度公司层面业绩考核未满足行权条件将注销股票期权共计 43,291,338 份。具体 内容详见公司于 2025 年 4 月 24 日在巨潮资讯网上披露的《关于调整公司 2023 年 股票期权激励计划部分内容并注销公司部分股票期权的公告》（公告编号：2025- 014）。 近日，公司向中国证券登记结算有限责任公司深圳分公司提交了注销上述股 票期权的申请。经中国证券登记结算有限公司深圳分公司审核确认，上述股票期 权的注销 ...

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%20%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company anticipates a net loss attributable to shareholders for the first half of 2025, contrasting with a profit in the prior year, though the net loss after deducting non-recurring gains and losses is expected to narrow year-over-year Performance Forecast Summary | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Loss: 30.00 million - 50.00 million yuan | Profit: 16.60 million yuan | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Loss: 45.00 million - 65.00 million yuan | Loss: 75.21 million yuan | | **Basic Earnings Per Share** | Loss: 0.0089 - 0.0148 yuan/share | Profit: 0.0049 yuan/share | [Communication with Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) This performance forecast has not been audited by an accounting firm - The company explicitly states that this performance forecast is a preliminary estimate by its finance department and has not yet been audited by an accounting firm[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) The company's performance change in the first half of 2025 is twofold: net profit attributable to shareholders shifted from profit to loss year-over-year due to non-recurring gains in the prior period, while net loss after deducting non-recurring items narrowed due to improved gross margins in core businesses - Net profit attributable to shareholders shifted from profit to loss year-over-year, primarily due to the recognition of investment income from the sale of partial equity in an associate company and performance compensation income from performance commitment parties in the prior year, which are non-recurring gains and losses[5](index=5&type=chunk) - Net loss after deducting non-recurring gains and losses narrowed year-over-year, mainly benefiting from improved gross margins in the company's consumer electronics and automotive parts businesses, thereby enhancing overall profitability[5](index=5&type=chunk) [Risk Warning](index=1&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company advises investors that this performance forecast is a preliminary, unaudited estimate, with final financial data subject to the 2025 semi-annual report, and has designated official information disclosure media while committing to timely disclosure obligations - This performance forecast is a preliminary estimate by the company's finance department and is unaudited, with final data subject to the company's 2025 semi-annual report, cautioning investors about investment risks[6](index=6&type=chunk) - The company's designated information disclosure media are Securities Times, China Securities Journal, Shanghai Securities News, and Juchao Information Network (www.cninfo.com.cn)[6](index=6&type=chunk)

Core Viewpoint - The integrated die-casting concept has shown a significant increase of 3.74%, ranking 9th among concept sectors, with 52 stocks rising, including notable gains from Shengli Precision, Minglida, Bojun Technology, and Top Group [1] Group 1: Market Performance - The integrated die-casting sector received a net inflow of 860 million yuan from main funds, with 33 stocks experiencing net inflows, and 5 stocks exceeding 50 million yuan in net inflow [1] - Shengli Precision led the net inflow with 414 million yuan, followed by Top Group, Genesis, and Huichuan Technology with net inflows of 161 million yuan, 92 million yuan, and 64 million yuan respectively [1] - The top-performing stocks in the integrated die-casting sector included Shengli Precision (9.90%), Top Group (6.73%), and Genesis (6.41%) [2] Group 2: Fund Flow Ratios - The highest net inflow ratios were observed in Shengli Precision (21.14%), Beiqi Blue Valley (13.14%), and Genesis (11.87%) [2] - The trading turnover rates for the leading stocks were 17.29% for Shengli Precision, 2.22% for Top Group, and 6.50% for Genesis [2] Group 3: Additional Stock Performance - Other notable performers included Minglida (7.41%), Bojun Technology (7.13%), and Huichuan Technology (3.41%) [3] - Stocks such as Feirongda (5.45%) and Sanxiang New Materials (6.26%) also contributed to the positive performance of the sector [3]

Market Performance - As of June 18, the AI PC concept index rose by 2.17%, ranking fifth among concept sectors, with 33 stocks increasing in value [1] - Notable gainers included Zhongjing Electronics, which hit the daily limit, and other companies like Wanyuantong, Hongxin Electronics, and Shengli Precision, which rose by 6.59%, 6.47%, and 5.86% respectively [1] - The sector also saw some declines, with Haopeng Technology, Changying Precision, and Danghong Technology falling by 1.55%, 0.66%, and 0.45% respectively [1] Capital Flow - The AI PC sector experienced a net inflow of 689 million yuan from major funds, with 19 stocks receiving net inflows and 5 stocks exceeding 100 million yuan in net inflow [2] - Zhongjing Electronics led the net inflow with 166 million yuan, followed by Lingyi Zhi Zao, Yidao Information, and Shengli Precision with net inflows of 159 million yuan, 124 million yuan, and 120 million yuan respectively [2] Stock Performance Metrics - Zhongjing Electronics, Yidao Information, and Lingyi Zhi Zao had the highest net inflow ratios at 28.81%, 13.00%, and 11.40% respectively [3] - The top stocks in the AI PC concept based on daily performance included Zhongjing Electronics with a 10.01% increase and a turnover rate of 11.18% [3] - Other notable performers included Lingyi Zhi Zao with a 3.78% increase and a turnover rate of 2.40%, and Yidao Information with a 4.99% increase and a turnover rate of 35.85% [3]

Group 1 - The non-bank financial sector saw a net inflow of over 38 billion yuan, indicating strong investor interest [1][2] - The securities and transportation equipment sectors also experienced significant net inflows of 32.65 billion yuan and 29.20 billion yuan, respectively [2] - In contrast, the pharmaceutical, basic chemicals, and new energy sectors faced substantial net outflows, with pharmaceuticals leading at -28.82 billion yuan [2] Group 2 - The top stock by net inflow was N影石, attracting 17.03 billion yuan, with a net inflow rate of 49.54% [3] - Other notable stocks with significant net inflows included 东方财富 (6.37 billion yuan), 比亚迪 (6.34 billion yuan), and 兴业证券 (6.01 billion yuan) [3] - On the sell side, 联化科技 experienced the highest net outflow at -8.61 billion yuan, followed by 中科曙光 (-7.23 billion yuan) and 乐山电力 (-3.66 billion yuan) [4]