证券代码：002540 证券简称：亚太科技 公告编号：2025-078 江苏亚太轻合金科技股份有限公司 关于权益分派实施期间可转债暂停转股的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 经中国证券监督管理委员会《关于核准江苏亚太轻合金科技股份有限公司公 开发行可转换公司债券的批复》（证监许可[2023]156 号）核准，江苏亚太轻合 金科技股份有限公司（以下简称"公司"）于 2023 年 3 月 9 日公开发行了 1159 万 张可转换公司债券（以下简称"可转债"），每张面值为人民币 100 元，按面值发 行，共计发行 1159 万张，募集资金总额为 1,159,000,000 元。债券期限为自发行 之日起六年，即自 2023 年 3 月 9 日至 2029 年 3 月 8 日。自 2023 年 9 月 15 日起, 公司可转债进入转股期。 公司于 2025 年 4 月 18 日召开第六届董事会第二十六次会议、2025 年 5 月 13 日召开 2024 年度股东大会，审议通过《关于 2025 年度中期分红安排的议案》， 公司股东大会 ...

Core Viewpoint - Jiangsu Asia-Pacific Light Alloy Technology Co., Ltd. held a performance briefing for the first half of 2025, revealing significant information regarding its competitive advantages, market expansion, and project progress [1] Competitive Advantages - Asia-Pacific Technology is a key aluminum supplier in the automotive thermal management and lightweight system components sectors, with notable collaborations with major clients like Germany's Mahle and France's Valeo. The company expects to achieve over 3 billion yuan in revenue from global automotive and industrial thermal management system products in 2024 [1] - In the automotive lightweight system components sector, the company serves numerous domestic and international automakers, projecting nearly 3.1 billion yuan in revenue for 2024, accounting for 41% of total revenue, with some products leading in global niche markets [1] Cash Dividends - The company maintains stable cash dividends based on strong profitability and financial health. The total cash dividend for 2024 (including interim dividends) is 444,632,035.28 yuan, representing 96.06% of the net profit attributable to shareholders. For the first half of 2025, a proposed cash dividend of 123,586,267.80 yuan is planned, accounting for 59.41% of the half-year net profit [1] Market Expansion - In the first half of 2025, the company not only consolidated its automotive business but also expanded into emerging sectors such as industrial thermal management and aerospace. The main business revenue for the first half of 2025 reached 3.599 billion yuan, an increase of 8.42% year-on-year, with aluminum revenue from chassis safety systems at 1.212 billion yuan, up 11.48% year-on-year [1] Project Progress - The company is investing in the "Northeast Headquarters Production Base for Automotive Lightweight Aluminum Products (Phase I)" in Shenyang, with a total planned investment of 600 million yuan. As of the end of the first half of 2025, the construction permit has been obtained, and infrastructure preparations are progressing as planned [1] Pricing Mechanism - The company employs a pricing mechanism based on "aluminum ingot price + processing fee," organizing production according to customer orders. The aluminum ingot price is generally determined by the monthly average of high and low prices from the Shanghai Nonferrous Metals Exchange [1] Revenue and Profit Trends - Despite an increase in revenue for the first half of 2025, net profit declined due to the low gross margins of products in the market promotion phase, increased R&D expenses from multiple projects entering trial production, and higher depreciation from newly operational projects [1] Impact of Tariff Policies - The company's overseas sales accounted for 9.16% in the first half of 2025, with a small proportion directly exported to the U.S. The company plans to strengthen its core competitiveness to mitigate the impact of tariff policies [1]

Group 1: Market Position and Revenue - The company is a key supplier of aluminum materials for automotive thermal management and lightweight systems, partnering with major clients like Mahle, Valeo, and Bosch [2][3] - In 2024, revenue from automotive thermal management products exceeded 1 billion yuan, accounting for approximately 30.42% of total revenue [2] - Revenue from automotive lightweight system components reached nearly 3.1 billion yuan in 2024, representing about 41% of total revenue [3] Group 2: Financial Performance and Dividends - The company plans to distribute a total cash dividend of 444,632,035.28 yuan for the 2024 fiscal year, which is 96.06% of the net profit attributable to shareholders [3] - For the first half of 2025, the proposed cash dividend is 123,586,267.80 yuan, amounting to 59.41% of the net profit for that period [3] Group 3: Business Development and Challenges - In the first half of 2025, the company achieved a main business revenue of 35.99 billion yuan, an increase of 8.42% year-on-year [4] - The decline in net profit is attributed to decreased sales volumes of downstream mass-produced vehicles and increased R&D expenses due to new projects entering trial production [5] - The company maintains a pricing mechanism based on "aluminum ingot price + processing fee," which mitigates the impact of fluctuating aluminum prices on net profit [4][5] Group 4: Future Projects and Investments - The company is investing 600 million yuan in the Northeast headquarters production base for automotive lightweight aluminum products, with construction progressing as planned [4] - Several projects, including high-performance aluminum alloy upgrades and green energy materials, are entering trial production stages [5] Group 5: International Sales and Tariff Impact - In the first half of 2025, overseas sales accounted for 9.16% of total revenue, with a small proportion directly exported to the U.S. [5] - The company aims to enhance its core competitiveness to effectively respond to changes in U.S. tariff policies [5]

证券代码：002540 证券简称：亚太科技 公告编号：2025-077 债券代码：127082 债券简称：亚科转债 公司实际控制人之周福海先生、于丽芬女士分别通过配售认购"亚科转债" 4,707,665 张、449,352 张，分别占公司可转债发行总量的 40.62%、3.88%。（具 体内容详见公司于 2023 年 4 月 26 日登载于巨潮资讯网（www.cninfo.com.cn）的 《向不特定对象发行可转换公司债券上市公告书》） 近日，公司接到实际控制人之周福海先生、于丽芬女士的通知，获悉 2025 年 7 月 22 日至 2025 年 9 月 8 日期间其通过竞价交易及大宗交易方式转让其所持 有的"亚科转债"共计 1,172,592 张，占公司可转债发行总量的 10.12%。 三、其他 本次债券持有人可转债持有比例变动情况未违反《深圳证券交易所股票上市 规则》、《上市公司收购管理办法》等法律法规关于可转债减持的相关规定，未 违反公司《向不特定对象发行可转换公司债券募集说明书》、《向不特定对象发 行可转换公司债券上市公告书》中关于可转债减持的相关承诺。 江苏亚太轻合金科技股份有限公司 关于债券持有人可 ...

Group 1 - The core viewpoint of the news highlights the growth in China's aluminum alloy production, with a reported output of 1.54 million tons in July 2025, representing a year-on-year increase of 10.7% [1] - Cumulative production from January to July 2025 reached 10.628 million tons, showing a cumulative growth of 14.8% [1] - The report indicates that the aluminum alloy industry in China is expected to continue its upward trend, as outlined in the strategic analysis report by Zhiyan Consulting for the period of 2025-2031 [1] Group 2 - The listed companies in the aluminum industry include China Aluminum (601600), Nanshan Aluminum (600219), and others, indicating a diverse market landscape [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports and tailored services [2] - The data source for the production statistics is the National Bureau of Statistics, emphasizing the reliability of the information presented [2]

Market Overview - On September 4, the industrial metals sector fell by 4.23%, with Huayu Mining leading the decline [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Individual Stock Performance - Notable gainers included: - Yian Technology (300328) with a closing price of 18.60, up 3.91% [1] - Asia Pacific Technology (002540) at 6.58, up 3.46% [1] - Significant decliners included: - Huayu Mining (601020) at 24.65, down 10.00% [2] - Baiyin Nonferrous (601212) at 3.82, down 9.69% [2] - Luoyang Jiyie (603993) at 12.44, down 8.86% [2] Trading Volume and Capital Flow - The industrial metals sector experienced a net outflow of 3.687 billion yuan from main funds, while retail investors saw a net inflow of 2.769 billion yuan [2][3] - The trading volume for individual stocks varied, with notable figures such as: - Huayu Mining with a trading volume of 796,900 shares [2] - Baiyin Nonferrous with 4,925,700 shares [2] Capital Inflow Analysis - Key stocks with significant main fund inflows included: - Nanshan Aluminum (600219) with a net inflow of 71.11 million yuan [3] - Tianshan Aluminum (002532) with a net inflow of 34.90 million yuan [3] - Conversely, stocks like Tianshan Aluminum saw a retail net outflow of 56.38 million yuan [3]

Group 1 - Asia Pacific Technology announced an investor research meeting scheduled for September 3, 2025, from 1:00 PM to 3:00 PM, where the company's board secretary and securities affairs representative will participate [1] - The meeting will involve discussions and responses to questions raised by investors, indicating a proactive approach to investor relations [1]

Group 1: Company Overview - The company was established in 2001 and listed on the Shenzhen Stock Exchange in 2011, with total assets reaching 8.023 billion RMB as of mid-2025 [2][3] - It is a key supplier of aluminum materials for automotive thermal management and lightweight systems, focusing on sectors such as automotive, aerospace, marine engineering, and new energy [3][4] Group 2: Financial Performance - For the first half of 2025, the company achieved a revenue of 3.724 billion RMB and a net profit attributable to shareholders of 208 million RMB [3] - The net profit after deducting non-recurring gains and losses was approximately 191 million RMB [3] Group 3: Competitive Advantages - The company has established partnerships with major clients like Mahle, Valeo, and Bosch, generating over 3 billion RMB in revenue from automotive thermal management products, accounting for about 42% of total revenue in 2024 [4] - In the lightweight system components sector, it generated nearly 3.1 billion RMB, representing approximately 41% of total revenue [4] Group 4: Profit Distribution - In May 2025, the company distributed cash dividends of 2.00 RMB per 10 shares, totaling approximately 247 million RMB [5][6] - For the second half of 2025, a planned cash dividend of 1.00 RMB per 10 shares is expected, amounting to around 123 million RMB [6] Group 5: Project Progress - As of mid-2025, the construction of a 100,000-ton green electricity high-end aluminum material project is progressing well, with some production lines entering the commissioning phase [6] Group 6: Future Outlook - The company anticipates growth opportunities driven by global sustainable development policies and the upgrading of industrial structures, particularly in the automotive sector [7] - It aims to leverage its expertise in lightweight materials and thermal management to meet the evolving demands in various industries, including aerospace and energy storage [7]

Group 1 - The core point of the article is that Asia Pacific Technology announced the approval of multiple proposals, including the amendment proposal, during its second extraordinary general meeting of shareholders in 2025 [2] Group 2 - The announcement was made on the evening of September 2 [2] - The company is actively engaging with its shareholders to discuss important governance matters [2] - The approval of the proposals indicates the company's commitment to enhancing its operational framework [2]

Group 1 - The company announced that the first meeting of the seventh board of directors approved multiple proposals, including the election of the chairman of the seventh board [2]