Core Viewpoint - Zhongyuan Inner配 has received a significant contract from a well-known European engineering group, marking a strategic opportunity for the company in the smart electric control actuator market [1] Group 1: Company Announcement - The company announced that its subsidiary, Zhongyuan Inner配 (Shanghai) Electronic Technology Co., Ltd., has been designated as a supplier for smart electric control actuators by a European engineering group [1] - The project has a lifecycle of 9 years, with mass production expected to start in 2027 [1] Group 2: Financial Implications - The total expected sales amount for the project over its lifecycle is approximately 490 million RMB [1]

Core Viewpoint - Zhongyuan Nepe (002448.SZ) has been designated as a supplier for intelligent electric control actuators by a well-known European engineering group, marking a significant recognition of its product development and supply qualifications [1] Group 1: Project Details - The project has a lifecycle of 9 years, with mass production expected to commence in 2027 [1] - The total estimated sales amount over the project's lifecycle is approximately 490 million yuan [1] Group 2: Company Recognition - The designation as a supplier is an acknowledgment of the Shanghai subsidiary's capabilities in product development and supply qualifications [1] - The notification does not constitute an order or sales contract, indicating that further steps are needed to finalize the agreement [1]

Group 1 - The latest stock price of Zhongyuan Neipei is 8.82 yuan, an increase of 1.73% compared to the previous trading day [1] - The opening price was 8.61 yuan, with a highest point of 8.83 yuan and a lowest point of 8.58 yuan, with a trading volume of 118,648 hands and a transaction amount of 104 million yuan [1] - Zhongyuan Neipei operates in the automotive parts industry, focusing on the research, production, and sales of core engine components [1] Group 2 - The company ranks among the top in the industry for the production and sales of cylinder sleeves, which are widely used in automobiles, engineering machinery, and agricultural machinery [1] - The large-diameter cylinder sleeves produced by Zhongyuan Neipei and its subsidiaries are compatible with diesel generator sets, serving well-known brands such as Caterpillar, MTU, Cummins, Weichai, and Yuchai [1] - The market demand for diesel generator sets, which are essential for the power redundancy system in data centers, continues to grow [1] Group 3 - On August 4, 2025, the net outflow of main funds from Zhongyuan Neipei was 5.7359 million yuan, accounting for 0.13% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 57.5127 million yuan, representing 1.34% of the circulating market value [1]

天眼查商业履历信息显示，中原内配集团股份有限公司，成立于1996年，位于焦作市，是一家以从事其 他制造业为主的企业。企业注册资本58840.9646万人民币，实缴资本1216万人民币。公司法定代表人为 薛亚辉。 通过天眼查大数据分析，中原内配集团股份有限公司共对外投资了29家企业，参与招投标项目5000次， 知识产权方面有商标信息95条，专利信息404条，此外企业还拥有行政许可61个。 来源：金融界 金融界消息 截至2025年7月29日收盘，中原内配（002448）报收于8.82元，下跌1.23%，换手率3.02%， 成交量14.73万手，成交金额1.30亿元。 资金流向方面，今日主力资金净流出2703.81万元，占比成交额20.84%。其中，超大单净流出1486.12万 元、占成交额11.46%，大单净流出1217.69万元、占成交额9.39%，中单净流出流入475.38万元、占成交 额3.66%，小单净流入2228.43万元、占成交额17.18%。 中原内配最新一期业绩显示，截至2025一季报，公司营业总收入9.50亿元、同比增长13.77%，归属净利 润1.11亿元，同比增长24.85%，扣非净利润1. ...

Group 1: Hydrogen Energy Industry Insights - AEM hydrogen production is a significant trend in the hydrogen energy sector, with high potential for future development; the core of AEM hydrogen production lies in the AEM membrane, which has gained industry-wide recognition[2] - Polychemical currently has a market capitalization of 2.4 billion yuan[2] - Zhongyuan Neipei is a key player in the hydrogen energy industry chain in Henan Province, actively transitioning to hydrogen fuel cell components and recently signing a strategic cooperation agreement with Sunshine New Energy[2] Group 2: Market Context and Risks - The global warming crisis is accelerating, necessitating a reduction in carbon dioxide emissions; hydrogen energy is positioned as a crucial tool for industrial decarbonization and will likely become a major winner in carbon neutrality over the coming decades[5] - The hydrogen energy industry chain includes upstream hydrogen production, midstream storage and transportation, and downstream applications, with nearly 100 listed companies in the A-share market involved in hydrogen energy[5] - Risks include potential underperformance of industrial policies and technological breakthroughs not meeting expectations[3]

Performance Forecast - The company expects a net profit of 218 million to 249 million yuan for the current reporting period, representing a year-on-year growth of 23.21% to 40.73% compared to 176.94 million yuan in the same period last year [1] - The profit attributable to shareholders is projected to be 214 million to 245 million yuan, with a year-on-year growth of 34.72% to 54.23% compared to 158.85 million yuan in the previous year [1] - Basic earnings per share are estimated to be between 0.37 yuan and 0.42 yuan, up from 0.30 yuan per share in the previous year [1] Reasons for Performance Change - The company has actively seized market opportunities and expanded market share despite the complex domestic and international economic environment [1] - Significant growth in the production and sales of core products such as cylinder liners, pistons, brake drums, and electronic control actuators has been achieved compared to the previous year [1] - Continuous optimization of resource allocation, cost reduction, and control of period expenses have further enhanced profitability, leading to stable growth in operating profit [1]

[Current Period Performance Forecast](index=1&type=section&id=Current%20Period%20Performance%20Forecast) The company forecasts a significant year-on-year increase in its 2025 first-half performance, with net profit attributable to shareholders projected to grow by 23.21% to 40.73% 2025 Half-Year Performance Forecast | Project | Current Reporting Period (Estimated) | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: 218 million - 249 million yuan | Profit: 176.9363 million yuan | | Year-on-Year Growth | 23.21% — 40.73% | - | | **Net Profit After Non-Recurring Items** | Profit: 214 million - 245 million yuan | Profit: 158.8521 million yuan | | Year-on-Year Growth | 34.72% — 54.23% | - | | **Basic Earnings Per Share** | 0.37 yuan/share – 0.42 yuan/share | 0.30 yuan/share | [Communication with Accounting Firm](index=1&type=section&id=Communication%20with%20Accounting%20Firm) The company explicitly states that the performance forecast data has not been pre-audited by a certified public accountant - This performance forecast has not been pre-audited by a certified public accountant[4](index=4&type=chunk) [Explanation of Performance Change](index=1&type=section&id=Explanation%20of%20Performance%20Change) The company attributes its performance growth to significant increases in core product sales and continuous optimization of internal management - Core product sales volume growth: During the reporting period, the production and sales volumes of the company's core products, such as cylinder liners, pistons, brake drums, and electronic actuators, all achieved **significant year-on-year growth**[5](index=5&type=chunk) - Cost and expense control: The company continuously optimized resource allocation, promoted cost reduction and efficiency improvement, and optimized the control of period expenses, thereby enhancing profitability[5](index=5&type=chunk) [Risk Warning](index=2&type=section&id=Risk%20Warning) The company advises investors that this performance forecast is a preliminary estimate, with final financial data to be disclosed in the 2025 half-year report - This performance forecast is a preliminary estimate by the company's financial department, and the specific financial data will be subject to the company's 2025 half-year report[6](index=6&type=chunk) - Investors are reminded to make cautious decisions and be aware of investment risks[6](index=6&type=chunk)

Group 1 - The company Zhongyuan Neipei (002448) announced an expected net profit for the first half of 2025 ranging from 218 million to 249 million yuan, representing a growth of 23.21% to 40.73% compared to the same period last year, which was 177 million yuan [1]

证券代码：002448 证券简称：中原内配 公告编号：2025-029 中原内配集团股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记载、 误导性陈述或者重大遗漏。 中原内配集团股份有限公司（以下简称"公司"）2024 年年度权益分派方案 已获 2025 年 5 月 16 日召开的 2024 年年度股东大会审议通过，现将权益分派事 宜公告如下： 一、 股东大会审议通过分配方案等情况 1、公司 2024 年度利润分配方案已于 2025 年 5 月 16 日召开的 2024 年度股 东大会审议通过，详见公司 2025 年 5 月 17 日在指定信息披露媒体《证券时报》 《上海证券报》和巨潮资讯网（http://www.cninfo.com.cn）发布的相关决议公告。 公司 2024 年年度权益分派方案为：以 2024 年末公司总股本 588,409,646 股 为基数，向全体股东每 10 股派发现金红利 1.3 元（含税），不送红股，不以公积 金转增股本，本次合计分配现金 76,493,253.98 元。如董事会及股东大会审议通 过公司 2024 年年度 ...

Group 1 - The company has announced its 2024 annual profit distribution plan, which was approved at the shareholders' meeting on May 16, 2025 [1][2] - The distribution plan involves a cash dividend of 1.3 RMB per 10 shares (before tax), totaling approximately 76.49 million RMB, based on a total share capital of 588,409,646 shares [1][2] - The cash dividend will be adjusted if there are changes in the company's share capital before the implementation of the plan [1] Group 2 - The equity distribution plan is consistent with the proposal reviewed at the 2024 annual shareholders' meeting [2] - The record date for the equity distribution is set for June 26, 2025, and the ex-dividend date is June 27, 2025 [2][3] - The distribution will be directly credited to shareholders' accounts through their securities companies or other custodians [3]