证券代码：002639 证券简称：雪人股份 公告编号：2025-036 福建雪人集团股份有限公司 2024 年度利润分配方案 三、利润分配的具体情况 （二）现金分红方案合理性说明 过去数年间，公司处于业务迅速扩张的关键阶段，公司积极加大市场投入和 技术研发力度，以期在未来实现显著的规模效应。然而，在这一阶段，由于资产 购置和研发不断投入以及市场的不断拓展，产生了较高的销售费用、财务费用、 折旧和摊销成本，导致公司短期内未能实现盈利，处于累计亏损状态。目前公司 制冷设备业务、氢能源等业务仍然在快速扩展期，公司还需要持续投入资金在产 品技术开发、团队组建与市场开拓等方面。为保障公司生产经营的正常运行，实 现公司持续、稳定、健康发展，更好地维护全体股东的长远利益，公司 2024 年 度不派发现金红利，不送红股，不以公积金转增股本。 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： 福建雪人集团股份有限公司（以下简称"公司"）2024 年度利润分配方案 为：不派发现金红利，不送红股，不以资本公积转增股本，本次分配方案发布后 不会导致公司触及《深圳证券交易所股 ...

Financial Performance - The company's operating revenue for 2024 reached CNY 2,284,761,635.98, representing a 12.41% increase compared to CNY 2,032,490,647.49 in 2023[19] - The net profit attributable to shareholders of the listed company was CNY 35,994,941.15, a significant turnaround from a loss of CNY 15,362,200.83 in the previous year, marking a 314.50% increase[19] - The net profit attributable to shareholders after deducting non-recurring gains and losses was CNY 25,182,516.09, up 157.07% from a loss of CNY 42,709,886.25 in 2023[19] - The net cash flow from operating activities increased by 363.73% to CNY 351,384,687.60, compared to CNY 75,773,083.46 in 2023[19] - Basic and diluted earnings per share improved to CNY 0.0466, a 314.75% increase from a loss of CNY 0.0199 in the previous year[19] - The average gross margin for 2024 was 23.86%, an increase of 2.71% compared to the previous year[47] - The gross margin for the refrigeration equipment business rose to 29.70%, reflecting a year-on-year growth of 4.95%[49] - The gross margin for the oil and gas technology services segment was 15.09%, with a year-on-year increase of 0.63%[49] Assets and Liabilities - The company's total assets at the end of 2024 were CNY 4,450,707,812.42, a decrease of 3.17% from CNY 4,597,834,083.49 at the end of 2023[19] - The net assets attributable to shareholders of the listed company were CNY 2,466,964,329.47, showing a slight increase of 0.29% from CNY 2,461,186,279.34 in 2023[19] - Short-term borrowings decreased to ¥871,331,268.06, representing 19.58% of total liabilities, down by 3.69% compared to the beginning of the year[64] - The company's monetary funds at the end of 2024 amounted to ¥472,998,615.73, accounting for 10.63% of total assets, a decrease of 0.54% from the beginning of the year[64] Investment and R&D - The company’s R&D expenses decreased by 29.40% to ¥91,417,906.68 from ¥129,495,275.79, primarily due to the capitalization of certain projects in the previous period[57] - The number of R&D personnel increased by 7.93% to 531 from 492, with a notable rise in master's degree holders by 77.78%[59] - The capitalized R&D expenses amounted to ¥50,966,820.81, accounting for 35.80% of total R&D expenditures[59] - The company completed several compressor R&D projects aimed at enriching its product offerings and expanding market share[58] Market and Industry Trends - The global refrigeration equipment market is expected to grow, driven by demand in emerging markets and the implementation of low-carbon policies[29] - The oil and gas service industry is projected to exceed $300 billion in market size in 2024, benefiting from national policies and increased investments in shale and deep-sea sectors[30] - The central air conditioning installation service market is expanding, with a shift towards customized solutions driven by AI and big data technologies[31] - The hydrogen energy sector is supported by government policies, with a notable increase in the production and sales of hydrogen fuel cell vehicles[32] Corporate Governance - The company held a total of 3 shareholder meetings during the reporting period, ensuring compliance with legal and regulatory requirements[96] - The fifth board of directors consists of 7 members, including 3 independent directors, and has held 8 meetings to ensure effective governance[98] - The company has established a transparent information disclosure system, ensuring timely and accurate communication with investors[103] - The company’s governance structure aligns with the regulations set by the China Securities Regulatory Commission, showing no significant discrepancies[104] Risk Management - Future operational plans and performance forecasts are subject to risks, and investors are advised to be aware of these risks[4] - The company has detailed potential risks in the section discussing future development prospects[4] - The company anticipates risks related to receivables collection as revenue scales up, and plans to enhance customer credit assessments[88] - The company is facing potential risks from raw material price fluctuations, particularly in steel, copper, and aluminum, and will adjust pricing strategies accordingly[90] Social Responsibility and Sustainability - The company actively engages in green production practices, reducing energy consumption and maintaining leading efficiency in the industry[156] - The company promotes the use of natural refrigerants to replace ozone-depleting substances, contributing to reduced greenhouse gas emissions[157] - The company donated 50,000 yuan to support rural revitalization efforts in September 2024[160] - The company is focused on four key areas: cold chain logistics, industrial refrigeration, clean energy, and hydrogen power, to contribute to global low-carbon development[158] Future Outlook - Future outlook indicates a strategic expansion plan aimed at increasing market share and revenue growth[114] - The company is exploring potential mergers and acquisitions to strengthen its market position and diversify its product offerings[114] - In 2025, the company plans to implement systematic goal management to improve overall profitability and provide sustainable value returns to shareholders[85] Employee and Management - The total remuneration for directors, supervisors, and senior management during the reporting period amounted to CNY 6.6115 million[127] - The company has established a comprehensive performance evaluation system and compensation policy for determining remuneration based on job responsibilities and company performance[125] - The company has implemented a comprehensive training program to enhance employee skills in professional and management areas, fostering team cohesion[136] - The company has a total of 4,805 employees, with 2,969 in production, 525 in sales, 1,022 in technical roles, 72 in finance, and 217 in administration[134]

雪人股份（002639）公告，2024年营业收入22.85亿元，同比增长12.41%。归属于上市公司股东的净利 润3599.49万元，同比增长314.50%。基本每股收益0.0466元/股。公司计划不派发现金红利，不送红股， 不以公积金转增股本。 ...

去年年底，国家体育总局发布数据称，2023年全国体育产业总规模为3.67万亿元，增加值为1.49万亿 元，占国内生产总值的比重为1.15%，比上年提高0.07个百分点。 从内部构成看，2023年体育服务业增加值为1.08万亿元，占体育产业增加值的比重为72.7%，比上年提 高2.1个百分点。体育用品及相关产品制造增加值为3832亿元，占体育产业增加值的比重为25.7%，比上 年下降2.1个百分点。体育场地设施建设增加值为234亿元，占体育产业增加值的比重为1.6%，与上年持 平。 政策驱动下，体育概念板块大涨。 万得数据显示，截至4月14日9点49分左右，A股体育指数大涨4.76%。金陵体育、舒华体育、雪人股 份、三柏硕、天府文旅等多股涨停，探路者、中体产业、力盛体育、三夫户外等大幅跟涨。 消息面上，4月11日晚间，中国人民银行、国家体育总局等四部门联合印发《关于金融支持体育产业高 质量发展的指导意见》(下称《意见》)，从加大体育产业发展重点领域的金融支持力度、着力提升金融 服务体育产业发展的专业化能力、强化组织实施保障等三方面提出16项具体举措，支持体育产业高质量 发展，进一步促进扩大体育消费。 《意见》指 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [1]. Core Insights - The report highlights significant developments in the wind and solar sectors, including the commencement of China's first large-capacity floating wind turbine project and the termination of a major solar component procurement by China Power Construction [6][7]. - The Australian government's plan to subsidize home energy storage systems is expected to reduce initial costs for consumers and drive installation growth [7]. Summary by Sections Wind Power - The commencement of the 16MW floating wind turbine project by Three Gorges marks a significant milestone in China's offshore wind technology, addressing high costs through larger turbine capacities [11]. - The wind power index fell by 6.67%, underperforming the CSI 300 index by 3.80 percentage points, with a current PE_TTM valuation of approximately 18.89 times [12]. - Key companies to watch include Mingyang Smart Energy, Dongfang Cable, and Yaxing Anchor Chain, as the domestic offshore wind market shows upward momentum [7][16]. Solar Power - China Power Construction's termination of a 51GW solar component procurement reflects the impact of recent adjustments in renewable energy pricing policies, leading to uncertainty in project investment returns [6][7]. - The solar equipment index decreased by 9.56%, with the current PE_TTM valuation around 29.99 times [4]. - Companies of interest include Longi Green Energy and Tongwei Co., as the solar sector faces potential short-term demand weakness post-May 31 [7][16]. Energy Storage & Hydrogen - The Australian Labor Party's proposed AUD 2.3 billion subsidy for home energy storage systems aims to lower costs by 30%, potentially facilitating the installation of over 1 million new batteries by 2030 [7]. - The energy storage index dropped by 9.04%, with a current PE_TTM of 23.9 times, indicating a strong growth outlook for the sector [4]. - Key players in the energy storage market include Sungrow Power Supply and Shuneng Electric, while the hydrogen sector sees interest in companies like Huagong Huaneng and Yihua Tong [7][16].

Market Overview - The Shanghai Composite Index rose by 0.05% to 3350 points, with a total trading volume of 992.7 billion yuan, marking a drop below 1 trillion yuan for the first time in 50 trading days [1] - Over 2700 stocks in the market increased, with 48 stocks hitting the daily limit up and 19 stocks hitting the limit down [1] - Sectors such as outdoor camping, robotics, decoration, jewelry, beauty care, and wind power equipment saw significant gains [1] Stock Performance - Key stocks with notable increases include: - Kai Mei Te Qi (002549) up by 10.01% to 10.11 yuan, achieving a five-day limit up streak [2] - Run Du Jiao Ye (002923) up by 10.02% to 17.78 yuan, with four limit ups in seven days [2] - Xin Ya Da (600571) up by 10.01% to 18.24 yuan, marking three limit ups in six days [2] - Heng Run Co., Ltd. (603985) up by 10.01% to 17.04 yuan, with three consecutive limit ups [2] Trading Dynamics - The top three net buying stocks on the Dragon and Tiger list were: - Dong Tu Ke Ji (300353) with a net buy of 215 million yuan [3] - Dian Tou Chan Rong (000958) with a net buy of 195 million yuan [3] - Qin Chuan Ji Chuang (000837) with a net buy of 180 million yuan [3] - Conversely, the top three net selling stocks were: - Hang Fa Dong Li (600893) with a net sell of 1.447 billion yuan [6] - Xue Ren Gong Si (002639) with a net sell of 126 million yuan [6] - Hong Bao Li (002165) with a net sell of 124 million yuan [6] Sector Highlights - The electric investment and financing sector is gaining attention due to its proposed acquisition of 100% equity in Electric Investment Nuclear Power, enhancing its position in the nuclear power sector [9][13] - Run Du Jiao Ye is focusing on new tobacco and synthetic biology, with a significant increase in trading volume and price [14][17] Institutional Activity - Institutions showed strong interest in Dong Tu Ke Ji, with a net buy of 794 million yuan [7] - Conversely, institutions sold off Hang Fa Dong Li significantly, with a net sell of 1.478 billion yuan [8] Summary of Key Stocks - Kai Mei Te Qi (002549) and Run Du Jiao Ye (002923) are leading in terms of price increases and trading activity, indicating strong market interest [2][14] - The performance of Dong Tu Ke Ji and Hang Fa Dong Li reflects contrasting investor sentiment, with one attracting significant buying and the other facing heavy selling pressure [7][8]

核聚变在关键研发中取得重大进展，资本市场相关概念股集体爆发，多只个股强势涨停。核聚变产业链 核心企业梳理： 1. 兰石重装（603169.SS） 最新价：8.14元（+10.00%涨停）｜流通市值：106.3亿 4. 海陆重工（002255.SZ） 最新价：8.24元（+10.01%涨停）｜流通市值：52.6亿 作为民用核能装备龙头，公司深度参与国际热核聚变实验堆（ITER）项目，完成多项全球首台套设备 制造任务。尽管近期披露股东拟减持计划，但其在热核聚变堆核心部件领域的先发优势仍受资金热捧， 技术护城河显著。 子公司换热公司研发的"中国聚变工程试验堆（CFETR）"氦冷固态包层热工测试平台核心设备——2台 新型微通道高效紧凑型焊接式热交换器（PCHE）已通过验收并交付。该技术为国际领先的紧凑型换热 方案，直接服务于我国下一代聚变堆建设，技术壁垒高，市场前景广阔。 2. 合银智能（603011.SS） 最新价：14.04元（+10.03%涨停）｜流通市值：69.4亿 公司深度参与核聚变核心部件研制，承接了核聚变真空室构件的研发任务，并与中国核工业二三建设有 限公司达成战略合作，计划于2024年完成交付。真空室 ...

雪人股份（002639）再度涨停，6个交易日内录得3个涨停，累计涨幅为19.92%，累计换手率为 154.59%。截至11:27，该股今日成交量1.67亿股，成交金额14.87亿元，换手率25.73%。最新A股总市值 达72.55亿元，A股流通市值61.09亿元。 证券时报数据宝统计，两融数据来看，该股最新(3月31日)两融余额为4.36亿元，其中，融资余额4.36亿 元，较前一个交易日减少986.81万元，环比下降2.22%，近6日累计增加2879.85万元，环比增长7.08%。 龙虎榜数据显示，该股因日换手率达20%、日涨幅偏离值达7%上榜龙虎榜3次，买卖居前营业部中，深 股通累计净买入5222.44万元，营业部席位合计净买入7291.54万元。 智能盯盘 涨停、连续涨停、异动、行情、涨幅、大涨 近日该股表现 日期 当日涨跌幅(%) 换手率(%) 主力资金净流入(万元) | 2025.03.31 | -4.26 | 34.02 | -34718.94 | | --- | --- | --- | --- | | 2025.03.28 | 9.99 | 31.74 | 61802.65 | | 2025.03 ...

雪人股份今日下跌4.26%，全天换手率34.02%，成交额19.72亿元，振幅9.28%。龙虎榜数据显示，深股 通净卖出3475.78万元，营业部席位合计净卖出8531.73万元。 深交所公开信息显示，当日该股因日换手率达34.02%上榜，深股通净卖出3475.78万元。 （文章来源：证券时报网） 资金流向方面，今日该股主力资金净流出3.47亿元，其中，特大单净流出2.14亿元，大单资金净流出 1.33亿元。近5日主力资金净流入2.89亿元。 融资融券数据显示，该股最新（3月28日）两融余额为4.46亿元，其中，融资余额为4.45亿元，融券余额 为55.13万元。近5日融资余额合计增加4582.57万元，增幅为11.47%，融券余额合计增加6.62万元，增幅 13.65%。（数据宝） 雪人股份3月31日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 3842.57 | 1163.00 | | 买二 | 东方财富证券股份有 ...

沪指3月31日下跌0.46%，申万所属行业中，今日上涨的有4个，涨幅居前的行业为通信、家用电器，涨 幅分别为0.58%、0.37%。跌幅居前的行业为电力设备、国防军工，跌幅分别为1.94%、1.81%。机械设 备行业今日下跌1.31%。 资金面上看，两市主力资金全天净流出404.09亿元，今日有5个行业主力资金净流入，公用事业行业主 力资金净流入规模居首，该行业今日上涨0.15%，全天净流入资金3.11亿元，其次是钢铁行业，日跌幅 为1.45%，净流入资金为2.83亿元。 主力资金净流出的行业有26个，电力设备行业主力资金净流出规模居首，全天净流出资金58.32亿元， 其次是机械设备行业，净流出资金为53.11亿元，净流出资金较多的还有电子、非银金融、计算机等行 业。 机械设备行业今日下跌1.31%，全天主力资金净流出53.11亿元，该行业所属的个股共528只，今日上涨 的有138只，涨停的有3只；下跌的有388只，跌停的有12只。以资金流向数据进行统计，该行业资金净 流入的个股有149只，其中，净流入资金超3000万元的有9只，净流入资金居首的是兰石重装，今日净流 入资金2.55亿元，紧随其后的是郑煤机、C ...