Group 1: Financial Performance - In 2024, the company achieved operating revenue of 2.285 billion yuan, a year-on-year increase of 12.41% [1] - The overseas business generated revenue of 345 million yuan, growing by 33.27%, significantly outpacing the overall company growth [1] - The net profit attributable to shareholders reached 35.99 million yuan in 2024, a year-on-year increase of 334.31% [2] - The net profit excluding non-recurring gains and losses was 25.18 million yuan, up 157.07% year-on-year [2] - In Q1 2025, operating revenue was 402.14 million yuan, reflecting a year-on-year growth of 17.37% [2] Group 2: Profitability and Efficiency - The overall gross margin for 2024 was 23.86%, an increase of 2.71% from the previous year [1] - The gross margin for the core refrigeration equipment manufacturing segment rose to 29.70%, a year-on-year increase of 4.95% [2] - The company has made substantial progress in lean management, supply chain optimization, and cost control, contributing to improved profitability [2] Group 3: Business Development and Strategy - The company is transitioning from an equipment supplier to a system solution provider, enhancing its product application in niche markets [3] - A technical research institute network has been established in major cities to attract talent and develop a "compressor+" technology ecosystem [3] - The company is focusing on high-performance magnetic levitation centrifugal machines to meet the cooling demands of AI data centers, with plans for increased market promotion [4] Group 4: Innovation and Market Applications - The helium compressor is a key component for large-scale low-temperature systems in controlled nuclear fusion projects, achieving international leading technology levels [5] - The company has multiple patents related to helium compressors, indicating strong innovation capabilities and market potential [5]

Group 1: Company Overview - The company is a globally recognized manufacturer of compressors and ice-making equipment, focusing on thermal power technology and serving various sectors including cold chain logistics and clean energy [3][10]. - The company aims to become a leader in the global cold and new energy equipment manufacturing industry [15]. Group 2: Financial Performance - As of May 9, 2025, the total number of shareholders is 121,693 [1]. - In Q1 2025, the net profit attributable to the parent company was 9.96 million, representing a year-on-year increase of 13.59% [12]. - The company's revenue in 2024 is projected to grow by 12.41% [7]. Group 3: Profitability and Margins - The gross margin for refrigeration equipment is nearly 30%, with a year-on-year increase of 4.95% due to growth in overseas business and improvements in management and production efficiency [2]. - The fourth quarter typically sees concentrated revenue recognition due to project settlement cycles, impacting quarterly performance [2]. Group 4: Cash Flow and Financial Compliance - The cash flow from operating activities includes 865 million from other operational cash receipts, primarily from bid deposits and inter-company fund transfers, which complies with financial accounting standards [2]. Group 5: Market and Product Development - The company’s products are widely used in cold chain logistics, air conditioning, and food processing, with annual sales accounting for approximately 15%-20% of total revenue [2]. - The company is actively developing new energy-efficient and environmentally friendly refrigerants to replace harmful substances like Freon [5][11]. Group 6: Future Directions and Innovations - The company is focusing on hydrogen energy development, collaborating with Japanese companies on fuel cell systems, and has completed the development of key components [12][14]. - The company is committed to the national dual carbon strategy, promoting clean heat pump technology to reduce fossil fuel usage [5][11]. Group 7: Competitive Advantages - The company possesses product technology advantages, brand strength, and green manufacturing capabilities, leading to rapid revenue growth in core compressor equipment [6]. - The company has developed a large-scale helium gas compressor for major scientific projects, achieving international leading technology standards [16].

Core Viewpoint - The domestic controlled nuclear fusion projects are making significant progress, with mainstream technology expected to enter the demonstration phase by 2035 and achieve commercial power generation around 2050 [1][6][14]. Group 1: Industry Progress - The controlled nuclear fusion sector has seen a surge in stock prices, with the concept stocks rising by 6.11% on May 6, 2023, following positive developments in the industry [1]. - The Hefei compact fusion energy experimental device (BEST) project has commenced its assembly work two months ahead of schedule, aiming for completion by 2027 [1]. - The International Thermonuclear Experimental Reactor (ITER) has completed the construction of all components of its superconducting magnet system, marking a significant milestone in fusion research [1][6]. Group 2: Technological Developments - The "Xuanlong-50U" spherical hydrogen-boron fusion device achieved high-temperature, high-density plasma currents exceeding 15 million degrees Celsius, surpassing the core temperature of the sun [2][5]. - New Hope Group has invested 4 billion yuan in fusion research since 2017, aiming to achieve engineering feasibility before 2035 [5]. - The industry is focusing on three main technical challenges: maintaining plasma at over 100 million degrees Celsius, ensuring materials can withstand neutron bombardment for commercial operation, and addressing the production of tritium [11]. Group 3: Investment and Market Dynamics - The global fusion industry attracted $7.1 billion in investment in 2023, with a significant portion coming from private capital [16]. - China has formed three main forces in fusion research: market-driven startups, national research teams, and private enterprises like New Hope Group, which plans to invest nearly 10 billion yuan in the next five years [16][17]. - The market for fusion devices is projected to reach 2.26 trillion yuan between 2030 and 2035, indicating substantial investment potential in components like high-temperature superconductors [18].

截至5月6日收盘，可控核聚变概念上涨6.32%，位居概念板块涨幅第1，板块内，54股上涨，中洲特 材、久盛电气等20%涨停，海陆重工、雪人股份、合锻智能等涨停，鑫宏业、哈焊华通、常辅股份等涨 幅居前，分别上涨15.36%、14.23%、13.54%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可控核聚变 | 6.32 | 重组蛋白 | 0.77 | | 稀土永磁 | 5.45 | 超级品牌 | 0.92 | | 华为盘古 | 5.28 | 赛马概念 | 0.99 | | 脑机接口 | 5.04 | 中特估100 | 1.15 | | 华为欧拉 | 4.73 | 社区团购 | 1.22 | | 鸿蒙概念 | 4.48 | ST板块 | 1.24 | | 数字货币 | 4.45 | 猪肉 | 1.25 | | 华为海思概念股 | 4.36 | 青蒿素 | 1.29 | | 液冷服务器 | 4.36 | 创新药 | 1.29 | | 华为手机 | 4.30 | 芬太尼 | 1.29 | 资金面上看，今日可控核 ...

Core Viewpoint - The controlled nuclear fusion sector is experiencing significant growth, driven by recent advancements and investments in fusion technology, particularly highlighted by the completion of the world's largest superconducting magnet system by the ITER organization [3]. Group 1: Market Performance - On May 6, the controlled nuclear fusion sector saw strong performance, with stocks such as Jiusheng Electric rising by 20%, and companies like Hailu Heavy Industry, Xue Ren Co., and others also experiencing significant gains [1]. - Notable stock performances included: - Heguang Intelligent: +10.00% with a market cap of 5.33 billion - Jiusheng Electric: +19.97% with a market cap of 3.46 billion - Other companies also reported gains exceeding 10% [2]. Group 2: Industry Developments - The ITER project, a major international collaboration involving multiple countries, aims to explore the commercial viability of controlled nuclear fusion technology, marking a significant milestone in the field [3]. - There is a growing trend of collaboration between leading IT and transportation companies with nuclear energy firms to develop small reactors for powering data centers and other applications [3]. Group 3: Institutional Insights - The nuclear fusion sector is recognized as a burgeoning industry, with increasing government support and capital investment, attracting long-term investments from major companies like Amazon and Microsoft [4]. - The Tokamak nuclear fusion market is projected to reach 681 billion by 2025-2030, with potential growth to 3 trillion by 2030-2035 as commercial reactors become operational [4]. - In China, nuclear power equipment investment is expected to grow from 25.7 billion in 2023 to a peak of 87.5 billion by 2028, indicating a compound annual growth rate (CAGR) of 26.91% [4].

第六届监事会第四次会议决议公告 本公司及监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。 一、监事会召开情况 福建雪人集团股份有限公司（以下简称"公司"）于 2025 年 4 月 29 日上午 11:00 以现场结合通讯会议的方式，在福建省福州市长乐区公司会议室召开第六 届监事会第四次会议，本次会议由监事会主席江康锋先生召集并主持，会议通知 已于 2025 年 4 月 18 日以专人递送、电话、电子邮件等方式送达全体监事。应到 监事 3 名，实到监事 3 名。本次会议的召集、召开符合《中华人民共和国公司法》 和《公司章程》的有关规定。 证券代码：002639 证券简称：雪人股份 公告编号：2025-040 二、监事会会议审议情况 经与会监事审议，本次会议以投票表决方式表决如下议案： 福建雪人集团股份有限公司 经审核，监事会认为：董事会编制和审议公司《2025 年第一季度报告》的 程序符合法律、行政法规及中国证监会的规定，报告内容真实、准确、完整地反 映了公司的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 具体内容详见 2025 年 4 月 30 日刊登在《证券 ...

证券代码：002639 证券简称：雪人股份 公告编号：2025-039 福建雪人集团股份有限公司 第六届董事会第五次会议决议公告 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。 一、董事会召开情况 福建雪人集团股份有限公司（以下简称"公司"）于 2025 年 4 月 29 日上午 11:00 以现场结合通讯会议的方式，在福建省福州市长乐区公司会议室召开公司 第六届董事会第五次会议。本次会议由董事长林汝捷先生召集并主持，应出席董 事 7 名，实际出席董事 7 名。会议通知已于 2025 年 4 月 18 日以专人递送、传真、 电子邮件等方式送达全体董事、监事和高级管理人员。公司监事、高管列席了本 次会议。本次会议的召集、召开符合《中华人民共和国公司法》和《公司章程》 的有关规定。 二、董事会会议审议情况 经与会董事审议，本次会议以投票表决方式表决如下议案： 审议并通过《2025 年第一季度报告》 表决结果：赞成 7 票；无反对票；无弃权票。 具体内容详见 2025 年 4 月 30 日刊登在《证券时报》《中国证券报》和巨潮 资讯网（www.cninfo.com. ...

Financial Performance - The company's operating revenue for Q1 2025 was ¥402,144,547.57, representing a 17.37% increase compared to ¥342,629,334.64 in the same period last year[5]. - Net profit attributable to shareholders was ¥9,960,424.04, up 13.59% from ¥8,768,992.23 year-on-year[5]. - The company reported a total asset value of CNY 4,603,046,261.04, up from CNY 4,450,707,812.42, indicating a growth of about 3.42%[17]. - Total operating revenue for the current period reached ¥402,144,547.57, an increase of 17.4% compared to ¥342,629,334.64 in the previous period[20]. - Net profit for the current period was ¥10,368,192.45, compared to ¥8,056,521.01 in the previous period, representing an increase of 28.7%[21]. - The net profit attributable to the parent company was ¥9,960,424.04, up from ¥8,768,992.23, indicating a growth of 13.5%[21]. Cash Flow - The net cash flow from operating activities improved significantly, reaching -¥36,846,621.02, a 71.73% increase from -¥130,348,084.49 in the previous year[5]. - The company reported a significant increase in cash and cash equivalents, which rose by 30.32% to ¥616,430,731.58 due to increased short-term borrowings[10]. - Net cash flow from financing activities surged to ¥108,587,565.15, a 494.49% increase compared to -¥27,526,348.13 in the previous year, due to reduced bank loan repayments[12]. - Operating cash inflow totaled $520,821,855.22, a decrease of 9.8% from $577,388,879.97[23]. - Operating cash outflow amounted to $557,668,476.24, down 21.2% from $707,736,964.46[23]. - Net cash flow from investment activities was -$18,679,849.58, an improvement from -$75,987,133.85[23]. - The net increase in cash and cash equivalents was $54,057,110.67, contrasting with a decrease of $233,793,720.84[24]. - The ending balance of cash and cash equivalents was $420,804,997.63, up from $172,904,230.75[24]. Assets and Liabilities - Total assets at the end of the reporting period were ¥4,603,046,261.04, a 3.42% increase from ¥4,450,707,812.42 at the end of the previous year[5]. - Total current assets increased to CNY 2,670,549,512.45 from CNY 2,500,519,235.06, reflecting a growth of approximately 6.79%[17]. - Total liabilities increased to CNY 1,987,246,200.44 from CNY 1,842,069,611.79, reflecting an increase of about 7.87%[17]. - Short-term borrowings rose significantly to CNY 1,066,628,354.92 from CNY 871,331,268.06, an increase of approximately 22.43%[17]. - The total liabilities increased to ¥2,093,538,208.58 from ¥1,955,445,144.59, marking a rise of 7.1%[18]. Shareholder Information - The total number of common shareholders at the end of the reporting period is 132,744[13]. - The largest shareholder, Lin Rujie, holds 20.12% of the shares, totaling 155,452,029 shares, with 25,390,000 shares pledged[13]. - The number of shares held by the top ten shareholders represents a significant portion of the company's equity, with Lin Rujie alone holding over 20%[13]. Expenses - The company's sales expenses increased by 35.24% to ¥29,788,220.29, attributed to enhanced marketing efforts[11]. - Research and development expenses were ¥17,370,832.68, compared to ¥16,076,263.44, reflecting an increase of 8.0%[20]. - The company reported a decrease in financial expenses to ¥3,188,926.65 from ¥12,437,435.74, a reduction of 74.3%[20]. Other Financial Metrics - The company's basic earnings per share rose to ¥0.0129, reflecting a 14.16% increase from ¥0.0113 in the same period last year[5]. - The weighted average return on equity increased to 0.40%, up from 0.36% year-on-year[5]. - Other comprehensive income after tax for the current period was ¥661,145.31, compared to a loss of ¥2,209,445.55 in the previous period, showing a significant recovery[21]. - The cash flow statement for the current period is yet to be detailed, indicating potential areas for further analysis[22]. Audit Status - The first quarter report was not audited[25].

Market Performance - The controllable nuclear fusion concept sector declined by 0.87%, ranking among the top losers in the concept sector, with *ST Lihang hitting the limit down [1] - Among the stocks in this sector, 27 stocks saw price increases, with Xinhongye, Yingliu Co., and HuoDuan Intelligent leading the gains at 6.83%, 3.70%, and 3.20% respectively [1] Capital Flow - The controllable nuclear fusion concept sector experienced a net outflow of 277 million yuan, with 35 stocks seeing net outflows, and 16 stocks with outflows exceeding 10 million yuan [1] - The stock with the highest net outflow was XueRen Co., with a net outflow of 47.1 million yuan, followed by LanShi Heavy Industry, China Energy Construction, and China Nuclear Power with net outflows of 40.3 million yuan, 36.3 million yuan, and 32.4 million yuan respectively [1] Top Gainers and Losers - The top gainers in the controllable nuclear fusion concept sector included Shanghai Electric, HaiLu Heavy Industry, and Yingliu Co., with net inflows of 50.2 million yuan, 31.7 million yuan, and 28.6 million yuan respectively [1][3] - The top losers included XueRen Co. (-3.24%), LanShi Heavy Industry (-5.64%), and China Energy Construction (-0.45%) [2][3]

证券代码：002639 证券简称：雪人股份 公告编号：2025-034 福建雪人集团股份有限公司 关于前期会计差错更正及追溯调整的公告 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。 重要内容提示： 1、本次前期差错更正影响《2023 年年度报告》的资产负债表、利润表、所 有者权益变动表部分项目，以及 2024 年前三季度报告的资产负债表部分项目。 2、本次前期差错更正，不会导致公司相关年度盈亏性质发生改变，不会对 公司当期及后期财务状况和生产经营产生重大影响。 福建雪人集团股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开 了第六届董事会第四次会议及第六届监事会第三次会议，会议审议通过了《关于 前期会计差错更正及追溯调整的议案》。根据《企业会计准则第 28 号——会计 政策、会计估计变更和差错更正》和《公开发行证券的公司信息披露编报规则第 19 号——财务信息的更正及相关披露》的相关规定，公司对相关前期会计差错 事项进行更正。具体情况如下： 一、前期会计差错事项及产生的原因 公司于 2024 年 12 月 31 日收到中国证券监督管理委员 ...