证券代码：002533 证券简称：金杯电工 公告编号：2025-020 金杯电工股份有限公司 关于子公司收到中标通知书的公告 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。 金杯电工股份有限公司（以下简称"公司"）子公司无锡统力电工有限公司 （以下简称"统力电工"）于近日收到中国电气装备集团供应链科技有限公司（以 下简称"中电装"）出具的《成交通知书》，确定统力电工为"中国电气装备集 团有限公司电磁线规模集中采购项目（采购编号：CEE2025-13003）"中标人之 一。根据中电装《成交通知书》确定的统力电工中标标包测算，预计本次中标数 量 3.45 万吨，中标金额为人民币 27.54 亿元（含税）。现将具体中标情况公告 如下： 金 杯 电 工 股 份 有 限 公 司 Gold Cup Electric Apparatus Co.,Ltd. 上述预计中标金额不含税金额约为人民币24.37亿元，占统力电工2024年经 审计营业收入的64.23%，占公司2024年经审计营业收入的13.79%。该项目的履行 将对公司经营业绩产生积极影响，不会影响公司经营的独立性。 ...

Group 1 - The Ministry of Finance announced the list of 75 pilot counties for charging and swapping facilities in 2025, involving 26 provinces, with financial support for infrastructure construction and grid upgrades [1][2] - The initiative aims to accelerate the construction of charging infrastructure, driven by increasing demand for electric vehicles, which is expected to expand the market for charging stations significantly [1][2] - The pilot counties can receive up to 45 million yuan in reward funds during the demonstration period, encouraging the application of new technologies such as vehicle-grid interaction and liquid cooling [2] Group 2 - Central financial support is expected to lead to the construction of over 14,000 new charging facilities and more than 60 swapping stations, translating to over 35,000 standard charging piles and a total power capacity exceeding 3 million kilowatts [2] - Companies that have already positioned themselves in the market are likely to gain a first-mover advantage due to the anticipated growth in the charging infrastructure sector [2] - Companies like Hunan Heshun Petroleum and Huazi Technology are actively expanding their charging station networks and have reported significant operational achievements, including high charging volumes and extensive coverage [3][4] Group 3 - Jinbei Electric, a leading company in the wire and cable sector, has developed new products for electric vehicle charging infrastructure, including a liquid-cooled DC charging cable [4] - The company is also enhancing its production capacity with a new project in Hunan expected to generate approximately 1 billion yuan in output value by mid-2025 [4] - Despite the growth potential, many charging station companies are still struggling with profitability, indicating a need for sustainable business models in the industry [4]

Core Viewpoint - Jinbei Electric (002533.SZ) reported a revenue of 17.669 billion yuan for 2024, marking a year-on-year growth of 15.54%, and a net profit attributable to shareholders of 569 million yuan, up 8.78% year-on-year. The company also announced a dividend of 4.5 yuan per 10 shares, with a dividend payout ratio of 57.57% [1] Group 1: Business Performance - The company’s revenue from the flat electromagnetic wire segment, particularly for new energy vehicles, saw a significant increase, with a shipment volume growth rate exceeding 60%, making it one of the most promising business units [1] - The flat electromagnetic wire segment achieved a shipment volume of over 84,000 tons (+19.74%) and revenue of 6.609 billion yuan (+31.65%), with the shipment volume for new energy vehicle flat wire surging by 60% [1] - Traditional wire and cable business remains a pillar for the company, generating revenue of 10.971 billion yuan in 2024, reflecting an 8.63% year-on-year growth, accounting for 62.09% of total revenue [2] Group 2: Strategic Developments - Jinbei Electric is accelerating its expansion into other growth areas, including industrial cables, with new products such as ultra-flexible drag chain cables and aluminum alloy core soft cables for photovoltaic systems [2] - The company is actively increasing production capacity, with a new 10,000-ton transformer flat wire capacity set to be operational in Q2 2024, and ongoing construction of a 30,000-ton capacity for vehicle flat wire in Xiangtan [2] - The company is pursuing a dual-engine strategy, balancing traditional and emerging business growth, to navigate industry cycles effectively [2]

Core Insights - The company achieved a total operating revenue of 17.669 billion yuan in 2024, representing a year-on-year increase of 15.54% [1] - The net profit attributable to shareholders was 569 million yuan, up 8.78% year-on-year, while the net profit excluding non-recurring items was 513 million yuan, an increase of 4.98% [1] - Despite strong annual performance, the fourth quarter saw a decline in net profit attributable to shareholders, which was 142 million yuan, down 13.39% year-on-year [1] Financial Performance - The company's accounts receivable reached 2.817 billion yuan by the end of 2024, a significant increase of 38.44% year-on-year, indicating potential financial risks [3] - Monetary funds amounted to 2.185 billion yuan, reflecting a 10.23% increase year-on-year, but the ratio of monetary funds to current liabilities was only 50.54% [3] - The average operating cash flow over the past three years compared to current liabilities was only 11.1%, suggesting cash flow management challenges [3] Business Composition - The main revenue sources for the company are wire and cable products, accounting for 62.09% of total revenue, and electromagnetic wire products, which contribute 37.13% [4] - The gross margin for wire and cable products is 10.61%, while the gross margin for electromagnetic wire products is 9.58% [4] - Although cold chain and automotive aftermarket services represent only 0.78% of total revenue, they boast a high gross margin of 29.25%, indicating strong profitability [4] Development Strategy and Outlook - The company plans to focus on the research, production, and sales of flat electromagnetic wire and wire and cable products [5] - Strategies include strategic leadership and organizational change, technology-driven product upgrades, increasing the contribution of the electromagnetic wire segment, adjusting direct sales focus in the cable segment, and expanding production capacity [5] - The company aims to accelerate its overseas market layout to enhance its international market share [5]

Group 1 - The core viewpoint of the news is that Jinbei Electric (002533.SZ) has reported its 2024 annual results, revealing significant institutional investor interest and changes in shareholding patterns [1] Group 2 - As of March 28, 2025, a total of 66 institutional investors disclosed holdings in Jinbei Electric A-shares, with a total shareholding of 207 million shares, accounting for 28.18% of the total share capital [1] - The top ten institutional investors hold a combined shareholding ratio of 27.52%, with a decrease of 2.58 percentage points compared to the previous quarter [1] Group 3 - In the public fund sector, one fund, Jianxin Multi-Factor Quantitative Stock, increased its holdings, while six funds, including Jiaoyin Qicheng Mixed A and Zhongyou Future New Blue Chip Flexible Allocation Mixed, reduced their holdings by 1.00% [2] - A total of 50 new public funds were disclosed this period, including funds like Jiaoyin Ruiyuan Three-Year Regular Open Mixed and Penghua Growth Smart Selection Mixed A [2] - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.63% compared to the previous period [2]

3月28日晚间，国内线缆行业龙头企业金杯电工（002533.SZ）发布2024年度业绩报告。报告显示，公司 全年实现营业收入176.69亿元，同比增长15.54%；归母净利润5.69亿元，同比增长8.78%。在传统基建 投资放缓、行业竞争加剧的背景下，金杯电工成为线缆行业为数不多实现营收净利双增长的企业。 同时，年报显示，公司全年分红方案为每10股派发现金红利4.5元（含中期分红），分红率高达 57.57%，充分体现了对股东回报的重视。更值得关注的是，公司近5年平均净现比达到1，ROE连续两 年保持在14%以上，这些指标均远高于同行业平均水平，显示出较强的盈利能力。 双主业驱动，形成良好互补与协同 作为公司的传统核心业务，电线电缆板块在2024年实现了8.8%的增长。这一成绩的取得主要得益于公 司营销战略的转型升级，从过去的"广撒网"转向"精准营销+大客户营销"。数据显示，公司直销占比提 升了15个百分点，主网中标额增长超过20%，大型央国企中标金额增幅更是达到70%。 电磁线板块成为公司增长的重要引擎，全年实现营收66.09亿元，同比增长31.65%。其中，新能源车用 扁线发货量同比大增60%。目前，该业务 ...

Core Viewpoint - Jinbei Electric achieved significant growth in 2024, with revenue of 17.669 billion yuan, a year-on-year increase of 15.54%, and a net profit of 569 million yuan, up 8.78% [1] Group 1: Financial Performance - The company reported a high dividend of 4.5 yuan per 10 shares, reflecting strong shareholder returns [1] - The average net cash ratio over the past five years reached 1, indicating solid profitability [1] - Return on equity (ROE) has consistently remained above 14% for two consecutive years [1] Group 2: Business Strategy and Growth - Jinbei Electric's strategy focuses on dual engines of growth, balancing traditional infrastructure and new energy sectors [1] - The wire and cable business, a key growth driver, achieved an 8.8% increase in revenue despite a high base of over 10 billion yuan [1] - The company shifted its marketing strategy from broad outreach to targeting major clients, resulting in a 15 percentage point increase in direct sales [1] Group 3: Sector Performance - The electromagnetic wire segment capitalized on the explosive growth of the new energy vehicle market and sustained high investment in the power grid, with flat wire shipments exceeding 84,000 tons, a 19.74% increase [2] - Revenue from the electromagnetic wire segment reached 6.609 billion yuan, up 31.65%, with a 60% surge in shipments for new energy vehicle flat wires [2] - Clean energy and smart grid revenues accounted for 39% of total revenue, surpassing green building's 33% for the first time [2] Group 4: New Product Development and Capacity Expansion - The approval of the PEEK insulated electromagnetic wire patent positions the company as one of the few with advanced insulation technologies [3] - New production capacity includes 10,000 tons of transformer flat wire set to launch in Q2 2024 and ongoing construction of 30,000 tons of vehicle flat wire capacity in Xiangtan [3] - The company is also establishing a 20,000-ton overseas base in the Czech Republic, aiming for production by late 2025 or early 2026 [3]

金杯电工股份有限公司 2024年度内部控制自我评价报告 金杯电工股份有限公司 2024 年度内部控制自我评价报告 金杯电工股份有限公司全体股东： 根据《企业内部控制基本规范》及其配套指引、《深圳证券交易所上市公司 自律监管指引第 1 号——主板上市公司规范运作》的规定和要求（以下简称"企 业内部控制规范体系"），结合金杯电工股份有限公司（以下简称"公司"）规 模、行业特点、重要风险环节等因素，内部控制制度和评价办法，在内部控制日 常监督和专项监督的基础上，我们对公司截至 2024 年 12 月 31 日（内部控制评 价报告基准日）的内部控制有效性进行了自我评价。 一、重要声明 按照企业内部控制规范体系的规定，建立健全和有效实施内部控制，评价其 有效性，并如实披露内部控制自我评价报告是公司董事会的责任。监事会对董事 会建立和实施内部控制进行监督。经理层负责组织、领导企业内部控制的日常运 行。公司董事会、监事会及董事、监事、高级管理人员保证本报告内容不存在任 何虚假记载、误导性陈述或重大遗漏，并对报告内容的真实性、准确性和完整性 承担个别及连带法律责任。 公司内部控制的目标是合理保证经营管理合法合规、资产安全、财 ...

金 杯 电 工 股 份 有 限 公 司 Gold Cup Electric Apparatus Co.,Ltd. 证券代码：002533 证券简称：金杯电工 公告编号：2025-017 金杯电工股份有限公司 | 事务所名称 | 中审华会计师事务所（特殊普通合伙） | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 成立日期 | 2000 年 9 | 月 | 19 | 日 | | 组织形式 | | | 特殊普通合伙 | | | | | 注册地址 | 天津经济技术开发区第二大街 号 栋 | | | | 21 | 1003 | 4 | | | | 室 | | | 首席合伙人 | 黄庆林 | | | | | 上年末合伙人数量 | | | | 人 | | 99 | | 上年末执业人员 | 注册会计师 | | | | | | | 人 | | | 517 | | | 数量 | 签署过证券服务业务审计报告 | | | | | | | 人 | | | 124 | | | ...

金杯电工股份有限公司 2024 年度监事会工作报告 金杯电工股份有限公司 2024 年度监事会工作报告 2024 年，公司监事会按照《公司法》《深圳证券交易所股票上市规则》、 公司《章程》和《监事会议事规则》所赋予的职责，本着恪尽职守、勤勉尽责的 工作态度，依法独立行使职权，对公司的经营决策、对外投资、财务状况和生产 经营相关重大事项和公司董事、高级管理人员履职等情况进行了监督，切实维护 公司和全体股东利益。 一、报告期内监事会会议情况 金杯电工股份有限公司 2024 年度监事会工作报告 监督工作覆盖经营管理各层面。基于对公司整体运营的持续跟踪与审慎评估，监 事会对下列事项发表专项意见如下： 1、公司依法运作情况 报告期内，公司的内部控制制度健全并有效运行，未发现违法违规经营的行 为。公司董事会的决策程序合法、合规，对股东大会的所有决议均得到了落实执 行。公司董事、总裁等高级管理人员勤勉尽责，执行公司职务时未违反法律法规、 公司《章程》或损害公司利益的行为。 2、检查公司财务的情况 2024 年，监事会共召开了 7 次会议，共审议通过 15 项议案。会议的召集、 召开和表决均按照程序及规定执行，所有会议的决议 ...