关于控股子公司获得国际客户定点的公告 中原内配集团股份有限公司 证券代码：002448 证券简称：中原内配 公告编号：2025-031 三、风险提示 定点通知书是对上海子公司相关产品开发和供货资格的认可，不构成订单或 销售合同，实际供货量以正式订单或销售合同为准。受国际宏观经济形势、汽车 产业政策、汽车市场环境等因素影响，客户的采购需求存在一定的不确定性。公 司将严格按照客户要求完成产品相关开发、生产准备及交付等工作，同时加强风 险管控，减少市场波动可能造成的风险。 敬请广大投资者谨慎决策，注意防范投资风险。 特此公告。 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。 一、定点通知概述 中原内配集团股份有限公司（以下简称"公司"）控股子公司中原内配（上 海）电子科技有限公司（以下简称"上海子公司"）近日收到了某欧洲知名工程 集团企业（限于保密要求，无法披露其名称，以下简称"客户"）的定点通知书， 上海子公司被定为该客户的智能电控执行器产品供应商。根据客户需求与预测， 上述项目生命周期为9年，预计将于2027年开始批量供货，生命周期内预计销售 总金额约为4.9亿元人 ...

Core Viewpoint - Zhongyuan Nepe (002448.SZ) announced that its subsidiary, Zhongyuan Nepe (Shanghai) Electronic Technology Co., Ltd., has received a designation notice from a well-known European engineering group to supply smart electric control actuators, with a project lifecycle of 9 years and expected total sales of approximately 490 million RMB [1] Summary by Categories Company Developments - The Shanghai subsidiary has been appointed as a supplier for smart electric control actuators by a European engineering group [1] - The project is expected to commence mass production in 2027 [1] Financial Projections - The total sales amount projected over the lifecycle of the project is approximately 490 million RMB [1]

格隆汇8月14日丨中原内配（维权）(002448.SZ)公布，公司控股子公司中原内配(上海)电子科技有限公 司(简称"上海子公司")近日收到了某欧洲知名工程集团企业(限于保密要求，无法披露其名称，简称"客 户")的定点通知书，上海子公司被定为该客户的智能电控执行器产品供应商。根据客户需求与预测，上 述项目生命周期为9年，预计将于2027年开始批量供货，生命周期内预计销售总金额约为4.9亿元人民 币。 ...

人民财讯8月14日电，中原内配（002448）8月14日晚间公告，公司控股子公司中原内配(上海)电子科技 有限公司(简称"上海子公司")近日收到了某欧洲知名工程集团企业的定点通知书，上海子公司被定为该 客户的智能电控执行器产品供应商。根据客户需求与预测，上述项目生命周期为9年，预计将于2027年 开始批量供货，生命周期内预计销售总金额约为4.9亿元人民币。 ...

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)