截至发稿，众业达市值为56亿元。 每经头条（nbdtoutiao）——"银行直供房，不计成本卖！"有的半价出售，众多刚需还不知道！银行用 过的房很抢手，有人加价100万元抢拍 （记者 曾健辉） 每经AI快讯，众业达（SZ 002441，收盘价：10.27元）发布公告称，2025年11月13日，众业达接受中航 证券有限公司调研，公司董事会秘书、副总经理张海娜，证券事务代表韩会敏，证券事务专员陈松娇参 与接待，并回答了投资者提出的问题。 2025年1至6月份，众业达的营业收入构成为：能源和材料和机械电子设备批发业占比99.09%，电气机 械及器材制造业占比0.73%，其他业务占比0.18%。 ...

Company Overview - The company specializes in distributing industrial electrical components through its own sales network and offers system integration and manufacturing services [1] - It is the only industrial automation service provider in China with a nationwide sales channel, logistics network, multi-brand offerings, and both online and offline sales capabilities [1] Business Operations - The company covers various business segments including distribution, logistics, technical services, system integration, and manufacturing [2][3] - It distributes products from nearly 200 brands with over 1 million SKUs, catering to one-stop purchasing needs [3] - The sales network includes 53 subsidiaries and over 120 offices across major cities, ensuring stable and timely service [3] - Seven logistics centers and 50 distribution warehouses help shorten supply cycles, enhancing delivery efficiency [3] Supplier and Customer Dynamics - The top five suppliers have remained consistent, including Schneider, ABB, Siemens, Changshu Switch, and Delixi, although their procurement share has gradually decreased due to the introduction of new brands [4] - The customer base is primarily B2B, including manufacturers, integrators, and distributors, with a diverse range of clients [5] Market Impact and Financial Performance - The company is affected by fluctuations in various downstream industries, but overall stability is maintained due to the broad application of its products [6] - In the first three quarters of 2025, the company achieved a net profit of CNY 181 million, a 29.37% increase year-on-year, with a revenue of CNY 8.343 billion, reflecting a 0.61% growth [11] - The projected revenue for 2025 is CNY 11.842 billion, a 7% increase, with a net profit forecast of CNY 196 million, a 13.6% rise [11] Future Plans and Market Expansion - The company plans to expand into overseas markets, having approved an investment of SGD 42 million to enhance its presence in Southeast Asia [9][10] - Initial market research has been completed in Vietnam, Thailand, and Indonesia, with pilot operations already underway in Vietnam [10] - The company aims to leverage the growth in AIDC and smart grid sectors to drive business opportunities and enhance its service capabilities [12][13]

Group 1 - The core viewpoint of the news is that Zhongyeda Electric Co., Ltd. has shown a slight increase in stock price and has experienced fluctuations in financing activities, indicating a relatively high level of financing balance compared to its market value [1][2] - As of November 11, Zhongyeda's financing balance is 166 million yuan, accounting for 2.96% of its market capitalization, which is above the 70th percentile of the past year [1] - The company reported a revenue of 8.343 billion yuan for the first nine months of 2025, with a year-on-year growth of 0.61%, and a net profit attributable to shareholders of 181 million yuan, reflecting a significant increase of 29.37% [2] Group 2 - Zhongyeda has distributed a total of 1.56 billion yuan in dividends since its A-share listing, with 517 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders has decreased by 17.03% to 27,800, while the average circulating shares per person increased by 20.53% to 14,331 shares [2][3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited has increased its holdings by 2.324 million shares, while Guangfa Multi-Factor Mixed Fund has entered as a new shareholder with 3.1196 million shares [3]

Core Viewpoint - The company has proposed a profit distribution plan for the first three quarters of 2025, intending to distribute cash dividends to shareholders based on its financial performance [3][5][78]. Group 1: Profit Distribution Plan - The profit distribution plan involves distributing a cash dividend of 2 yuan (including tax) for every 10 shares, based on a total share capital of 544,543,609 shares [3][78]. - The company's net profit for the first three quarters of 2025 is reported at approximately 394.68 million yuan, with a cumulative distributable profit of about 1.26 billion yuan as of September 30, 2025 [3][5]. - The plan is subject to approval at the company's first extraordinary general meeting of 2025 [6][80]. Group 2: Financial Performance - The company reported a net profit of 394,677,403.98 yuan for the first three quarters of 2025, with a consolidated net profit attributable to the parent company of 180,943,203.26 yuan [3][5]. - As of September 30, 2025, the cumulative undistributed profit for the parent company stands at 1,816,818,461.81 yuan [3][5]. - The company has experienced a 36.83% decrease in cash and cash equivalents compared to the beginning of the period, primarily due to investment activities [13]. Group 3: Other Financial Metrics - The company's trading financial assets increased by 128.21% compared to the beginning of the period, attributed to the purchase of structured deposits [14]. - Accounts receivable rose by 66.14%, reflecting the impact of customer settlement cycles on cash flow [16]. - The company reported a significant increase in investment income of 267.81% compared to the same period last year, mainly due to accounting adjustments [22]. Group 4: Guarantee for Subsidiary - The company has approved a guarantee for its wholly-owned subsidiary, Wuxi Zhongye Electric Co., Ltd., with a maximum guarantee amount of 30 million yuan for contracts signed between 2026 and 2028 [37][41]. - The guarantee is necessary due to the subsidiary's asset-liability ratio exceeding 70%, and it requires approval from the shareholders' meeting [37][43]. - The total amount of guarantees provided by the company and its subsidiaries will reach 67 million yuan after this guarantee [44].

Group 1 - The company Zhongye Da (SZ 002441) reported its Q3 performance, with revenue for the first three quarters of 2025 approximately 8.343 billion yuan, representing a year-on-year increase of 0.61% [1] - The net profit attributable to shareholders of the listed company was about 181 million yuan, showing a year-on-year increase of 29.37% [1] - The basic earnings per share reached 0.33 yuan, reflecting a year-on-year increase of 26.92% [1]

Core Viewpoint - The company reported a slight increase in revenue and a significant rise in net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The company achieved an operating revenue of 8.343 billion yuan, representing a year-on-year increase of 0.61% [1] - The net profit attributable to shareholders reached 181 million yuan, marking a year-on-year increase of 29.37% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 175 million yuan, reflecting a year-on-year increase of 28.27% [1] - The basic earnings per share stood at 0.33 yuan [1]

Core Viewpoint - The company, Zhongyeda, announced that neither it nor its subsidiaries have provided guarantees to entities outside the consolidated financial statements, and there have been no overdue guarantees, litigation-related guarantees, or losses due to judgments against guarantees [2] Summary by Categories - **Guarantee Status** - The company and its controlling subsidiaries have not provided any guarantees to entities outside the consolidated financial statements [2] - There are no overdue guarantees reported [2] - **Litigation and Losses** - The company has not encountered any litigation related to guarantees [2] - There have been no losses incurred due to judgments against guarantees [2]

Group 1 - The company has independently developed a shield tunneling machine water-cooled frequency conversion cabinet [1]

Core Insights - In the first three quarters of 2025, the company achieved revenue of 8.343 billion yuan, a year-on-year increase of 0.61%, and a net profit of 181 million yuan, a year-on-year increase of 29.37% [1] - For the third quarter, the company reported revenue of 2.885 billion yuan, a year-on-year decrease of 6.45%, while net profit reached 50.6146 million yuan, a significant year-on-year increase of 447.39% [1] - The company initiated a mid-year dividend distribution, proposing a cash dividend of 2 yuan per 10 shares, totaling 109 million yuan [1][2] Company Overview - The company is a professional distributor of industrial electrical products, focusing on the distribution of industrial electrical components through its own sales network, as well as the production and sales of system integration products and complete manufacturing products [1] - The main products distributed include low and medium voltage power distribution products and industrial automation products, featuring well-known international brands such as ABB, Schneider, and Siemens, as well as domestic brands like Changshu Switch and Delixi [1] - The company has established a stable customer base nationwide and maintains a strong reputation in a competitive market [2] Competitive Advantage - The company's core competitiveness is summarized as a "3+1" network consisting of distribution, logistics, technical services, and the internet, along with a "3+1" team structure that includes distribution teams, industrial control teams, small and medium customer teams, and technical service teams [2] - The company has consistently adhered to a business strategy that covers industry, product, and regional aspects, ensuring a broad product coverage and comprehensive service offerings [2]

众业达电气股份有限公司 关联交易决策制度 第一章 总则 第一条 为规范众业达电气股份有限公司（以下简称"公司"）关联交易， 维护公司投资者特别是中小投资者的合法权益，保证公司与关联人之间订立的关 联交易合同符合公平、公正、公开的原则，根据《中华人民共和国公司法》《中 华人民共和国证券法》《深圳证券交易所股票上市规则》（以下简称"《上市规 则》"）、《深圳证券交易所上市公司自律监管指引第 7 号——交易与关联交易》 （以下简称"《监管指引 7 号》"等有关法律、法规、规范性文件及《众业达电 气股份有限公司章程》（以下简称"《公司章程》"）的有关规定，制定本制度。 第二条 公司与关联人进行交易时，应遵循以下基本原则： （一） 平等、自愿、等价、有偿的原则； （二） 公平、公正、公开的原则； （三） 对于必需的关联交易，严格依照法律法规和规范性文件加以规范； （四） 在必需的关联交易中，关联股东和关联董事应当执行《公司章程》 规定的回避表决制度； （五） 处理公司与关联人之间的关联交易，不得损害股东、特别是中小 股东的合法权益，必要时应聘请独立财务顾问或专业评估机构发表意见和报告； （六） 独立董事对法律、法规、规 ...