Group 1: Financial Performance - The company's net profit for 2024 was CNY 24,392,801.28, a decrease of 10.59% compared to CNY 27,281,345.76 in the previous year [19] - The net profit after deducting non-recurring gains and losses for 2024 was CNY 107,462,811.67, an increase of 23.69% from CNY 86,882,368.14 in the previous year [19] - The company's revenue for Q1 2025 was CNY 179,069,353.73, reflecting a year-on-year growth of 9.18% from CNY 164,006,414.28 [3] Group 2: Market Position and Strategy - The company reported a 2024 revenue from the new energy vehicle sector of CNY 81,300,209.54, which is a year-on-year increase of 13.89% [2] - The company aims to enhance product value amid increasing competition in the automotive parts industry [2] - The company is focused on market expansion and plans to add new clients based on business development [3] Group 3: Research and Development - In 2024, the company applied for 20 patents, including 2 invention patents and 18 utility model patents [6] - As of the end of 2024, the company held a total of 151 valid patents, including 33 invention patents [7] - The company emphasizes continuous product innovation and technology iteration to strengthen market competitiveness [6] Group 4: Investor Relations and Communication - The company has established an "Investor Relations Management Work System" to enhance information disclosure [21] - The company actively engages with investors through various channels, including interactive platforms and earnings briefings [21] - Future announcements regarding mergers and acquisitions will be communicated through official channels [8]

Group 1 - The concept stocks related to reducers are experiencing a partial recovery, with Southern Precision (002553) hitting the daily limit up [1] - Xiangyang Bearing (000678) has increased by over 6%, indicating positive market sentiment [1] - Other companies such as Giant Wheel Intelligent (002031), Efort-U, and Zhongding Holdings (000887) are also seeing upward movement in their stock prices [1] Group 2 - There is a notable influx of dark pool funds into these stocks, suggesting increased investor interest and potential for growth [1]

Core Viewpoint - The shareholders of Pan-Asia Micro-Pore (688386.SH) plan significant share reductions, citing personal funding needs and long-term investment recovery as reasons for the divestment [1][2]. Shareholder Reduction Plan - Shareholders Changzhou Sequoia High-tech Venture Capital Center and Jiangsu Southern Precision Engineering hold 8.36% and 7.34% of the company, respectively, and plan to reduce their holdings by up to 280,000 shares and 210,000 shares, representing 4% and 3% of the total share capital [1]. - The reduction will occur within three months after the announcement, through centralized bidding and block trading [1]. Stock Performance - Since the beginning of the year, the stock price of Pan-Asia Micro-Pore has increased from approximately 28 CNY per share to a peak of 59.49 CNY per share, more than doubling [2]. - As of May 7, the closing price was 54.04 CNY per share, and if the maximum reduction occurs, the shareholders could realize approximately 265 million CNY [2]. Financial Performance - In 2020, the company reported revenues of 278 million CNY and a net profit of 55.27 million CNY, marking year-on-year growth of 13.23% and 26.37% [3]. - In 2021, revenue continued to grow, but net profit decreased by 52.79% in 2022 to 31.34 million CNY despite revenue growth to 364 million CNY [3]. - In 2023, the company reversed its fortunes with revenues of 411 million CNY and a net profit of 86.54 million CNY, reflecting year-on-year growth of 12.64% and 176.08% [3]. - Projections for 2024 indicate further growth, with expected revenues of 515 million CNY and a net profit of 99.16 million CNY, representing increases of 25.39% and 14.58% [3]. Cash Flow and Operational Insights - In Q1 2023, the company reported a negative operating cash flow of -2.83 million CNY, a decline of 118.60% year-on-year [4]. - The increase in net profit is attributed to higher sales of core technology products, including ePTFE micro-pore products and aerogel products, while cash flow issues stem from reduced receivables and increased payroll expenses [4].

Core Viewpoint - The reducer concept sector has shown significant growth, with a 4.01% increase, leading the market in terms of gains, while other sectors experienced declines [1][2]. Sector Performance - The reducer concept sector had 101 stocks rising, with notable performers including Hongchang Technology and Jingjin Electric, both reaching a 20% limit up. Other top gainers included Ningbo Dongli, Southern Precision, and Fuda Shares, with increases of 17.91%, 17.07%, and 14.02% respectively [1][2]. - Conversely, the worst performers included ST Nachuan, Shaoneng Shares, and China National Heavy Duty Truck, which saw declines of 10.29%, 8.59%, and 5.20% respectively [1][2]. Capital Flow - The reducer concept sector attracted a net inflow of 2.07 billion yuan, with 66 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflows. Southern Precision led with a net inflow of 383 million yuan, followed by Fuda Shares, Julun Intelligent, and Qin Chuan Machine Tool with net inflows of 137 million, 136 million, and 127 million yuan respectively [2][3]. - In terms of capital inflow ratios, Fuda Shares, Southern Precision, and Jingjin Electric had the highest net inflow rates at 23.49%, 22.59%, and 15.69% respectively [3]. Stock Performance - Notable stocks in the reducer concept sector included: - Southern Precision: 9.99% increase, 31.93% turnover rate, 382.57 million yuan net inflow, 22.59% net inflow ratio [3]. - Fuda Shares: 9.97% increase, 5.78% turnover rate, 136.99 million yuan net inflow, 23.49% net inflow ratio [3]. - Other significant stocks included Julun Intelligent, Qin Chuan Machine Tool, and Lingyi Manufacturing, with respective increases of 2.50%, 6.54%, and 3.10% [3][4].

Group 1 - The smart speaker concept index rose by 3.05%, ranking 9th among concept sectors, with 54 stocks increasing in value [1] - Notable gainers in the smart speaker sector included Ruixinwei, Yingtong Communications, and Southern Precision, which all hit the daily limit, with increases of 10.00%, 9.99%, and 9.99% respectively [2][3] - The sector saw a net inflow of 1.716 billion yuan from main funds, with 37 stocks receiving net inflows, and five stocks exceeding 100 million yuan in net inflows [2] Group 2 - The top three stocks by net inflow were Ruixinwei (644.12 million yuan), Southern Precision (382.57 million yuan), and Yingtong Communications (226.54 million yuan) [2][3] - The net inflow ratios for Yingtong Communications, Ruixinwei, and Southern Precision were 33.36%, 23.54%, and 22.59% respectively [3] - The overall trading performance of the smart speaker sector was strong, with several stocks showing significant turnover rates, indicating active trading [4]

2025.04. 30 作者 | 一财资讯 4月30日，A股三大指数窄幅震荡，截至收盘，上证指数跌0.23%，深证成指涨0.51%，创业板指涨 0.83%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3279.03 | -7.62 | -0.23% | | 399001 | 深证成指 | m | 9899.82 | 50.02 | 0.51% | | 399006 | 创业板指 | print Anni | 1948.03 | 16.09 | 0.83% | 盘面上，AI应用、机器人、算力、消费电子、华为鸿蒙、半导体、低空经济概念股活跃；银行股全 线调整，电力、港口、PEEK材料题材跌幅靠前。全市场超3400只个股上涨。 具体来看，机器人概念股再度爆发，南方精工、祥鑫科技、华夏幸福等10余股涨停。 电力股继续调整，华银电力尾盘跌停，西昌电力、韶能股份跌超8%，广西能源、华电辽能、湖南发 展、乐山电力、长源电力等跌幅居前。 微信编辑 | 生产队的驴（想放假版） 推荐阅读 ...

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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002553 证券简称：南方精工 公告编号：2025-031 3.第一季度报告是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ （二） 非经常性损益项目和金额 √适用 □不适用 单位：元 ■ 其他符合非经常性损益定义的损益项目的具体情况 □适用 √不适用 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》中列举的非经常性损益项目界 定为经常性损益项目的情况说明 □适用 √不适用 公司不存在将《公开发行证券的公司信息披露解释性公告 ...

一、主要会计数据和财务指标 三、分红送配方案情况 本次公司不分配不转赠。 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.2630 | -0.0419 | 727.68 | -0.0779 | | 每股净资产（元） | 3.52 | 3.34 | 5.39 | 3.33 | | 每股公积金(元) | 0.16 | 0.16 | 0 | 0.16 | | 每股未分配利润(元) | 1.96 | 1.80 | 8.89 | 1.80 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 1.79 | 1.64 | 9.15 | 1.33 | | 净利润(亿元) | 0.92 | -0.15 | 713.33 | -0.27 | | 净资产收益率(%) | 7.76 | -1.25 | 720.8 | -2.31 | | 名称 持有数量(万股) | | 占总股本比例 | 增减情况(万 | | --- | --- | -- ...

Financial Performance - The company's revenue for Q1 2025 was ¥179,069,353.73, representing a 9.18% increase compared to ¥164,006,414.28 in the same period last year[5]. - Net profit attributable to shareholders reached ¥91,507,623.49, a significant increase of 727.82% from a loss of ¥14,575,437.41 in the previous year[5]. - The basic earnings per share improved to ¥0.2630, compared to a loss of ¥0.0419 per share in the same period last year, marking a 727.68% increase[5]. - The company's operating revenue for the reporting period was CNY 179,069,353.73, an increase of 9.18% compared to CNY 164,006,414.28 in the same period last year[20]. - The net profit attributable to shareholders for the reporting period was CNY 91,507,623.49, a significant increase of 727.82% from a net loss of CNY 14,575,437.41 in the previous year[20]. - Net profit for the period reached CNY 89,474,446.94, compared to a net loss of CNY 16,870,078.38 in the same period last year[31]. - The total comprehensive income for the period attributable to the parent company's owners was ¥91,495,226.68, compared to a loss of ¥14,494,823.15 in the previous period[32]. Assets and Liabilities - The company's total assets increased by 6.06% to ¥1,521,468,865.28 from ¥1,434,598,769.38 at the end of the previous year[5]. - The company's total assets increased to CNY 1,521,468,865.28 from CNY 1,434,598,769.38, representing a growth of 6.05%[27]. - Total liabilities decreased slightly to CNY 282,361,330.74 from CNY 284,993,284.97, a reduction of 0.58%[27]. - The total equity attributable to shareholders increased to CNY 1,224,301,380.94 from CNY 1,132,806,154.26, reflecting an increase of 8.1%[27]. Cash Flow - The net cash flow from operating activities decreased by 36.06% to ¥11,373,386.56 from ¥17,787,523.08 in the same period last year[5]. - Cash inflow from operating activities totaled ¥181,424,854.42, an increase from ¥152,088,196.30 in the previous period[34]. - Cash outflow from operating activities was ¥170,051,467.86, compared to ¥134,300,673.22 in the previous period[35]. - Net cash flow from investing activities was ¥11,163,123.72, a recovery from a negative cash flow of ¥13,682,235.91 in the previous period[35]. - The net increase in cash and cash equivalents for the period was ¥28,074,956.09, compared to ¥11,325,275.49 in the previous period[35]. - The ending balance of cash and cash equivalents was ¥469,870,636.35, an increase from ¥406,963,862.02 in the previous period[35]. Investment Income - The company reported a significant increase in investment income, reaching ¥3,970,817.60, compared to a loss of ¥6,847.86 in the previous year, a change of 58086%[12]. - The fair value change gain from the investment in Jiangsu Panyam Micro-透科技股份有限公司 contributed CNY 67,436,428.41 to the pre-tax profit, classified as non-recurring gains[20]. - Cash flow from investment income received was CNY 4,592,452.46, marking a 100% increase due to the disposal of investments[15]. Shareholder Information - The total number of common shareholders at the end of the reporting period was 119,105[17]. - The largest shareholder, Shi Jianwei, holds 34.60% of the shares, totaling 120,400,000 shares[17]. Future Outlook - The company plans to continue expanding its market presence and investing in new technologies to drive future growth[14]. Research and Development - Research and development expenses for the quarter were CNY 12,362,574.99, down from CNY 13,683,239.59, a decrease of 9.6%[31]. Audit Information - The company did not undergo an audit for the first quarter report[36].

Group 1 - The company received an inquiry letter from the Shenzhen Stock Exchange regarding its application for a specific stock issuance on April 9, 2025 [2] - The company and relevant intermediaries have responded to the inquiries and updated the related documents, including the prospectus for the stock issuance [2] - The company disclosed its 2024 annual report on April 23, 2025, and updated the prospectus based on the financial data from the report [2] Group 2 - The stock issuance is subject to approval from the Shenzhen Stock Exchange and registration consent from the China Securities Regulatory Commission, with uncertainties regarding the approval timeline [2] - The company will fulfill its information disclosure obligations based on the progress of this matter [3]