证券代码：002722 证券简称：物产金轮 物产中大金轮蓝海股份有限公司投资者关系活动记录表 编号：20251027 | | 特定对象调研 | 分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | 业绩说明会 | | 活动类别 | 新闻发布会 | 路演活动 | | | 现场参观 | 其他（腾讯会议） | | 参与单位名称 及人员姓名 | 参与公司 2025 | 年三季度网上业绩说明会的投资者 | | 时间 2025 | 年 10 月 24 | 日（周五）15:00-17:00 | | 地点 | 公司会议室 | | | | 董事长：朱清波 | | | | 总经理：汤华军 | | | | 副总经理兼董事会秘书：邱九辉 | | | 上市公司接待 | 副总经理兼财务负责人：高誉 | | | 人员姓名 | 副总经理：刘韶 | | | | 独立董事：伍争荣、董望、阮超 | | | | 证券事务代表：潘黎明 | | | | 投资者关系管理：蔡柔 | | | 投资者关系 | 本次 2025 年三季度业绩说明会以网络远程的方式举行，公 | | | | 司就投资者在本次业绩说明 ...

Group 1: Financial Performance - The company's profit in the first three quarters of the year has decreased year-on-year, primarily due to the impact of external economic conditions and uncertainties related to U.S. tariff policies, which weakened downstream customer procurement intentions, leading to a reduction in order volume for some products [2] - In the second half of the year, sales of high-end textile carding equipment and overseas markets have further increased, with a significant recovery in order volume for stainless steel decorative panels, contributing to an overall improvement in the company's performance [2] Group 2: Convertible Bonds - The company opted for maturity repayment of its convertible bonds instead of forced redemption due to its ample self-owned funds, excellent credit, and rich financing channels after becoming state-controlled in 2022. The cumulative conversion ratio of the issued convertible bonds reached 98.74%, with most bondholders choosing to convert [3] Group 3: Future Development Strategy - The company aims to continue its development strategy focused on "high-end, overseas, and new fields," increasing R&D and promotion of high-end products to achieve high technical content and high profit margins [4] - The company will actively explore overseas markets and seek investment opportunities in upstream and downstream products and enterprises related to its main business to inject new momentum into its medium- to long-term development [4] Group 4: New Business Areas - The company is focused on identifying new business opportunities related to its existing industry chain and will continue to explore emerging fields such as new energy and new materials for suitable investment targets or business opportunities [5] Group 5: Business Segments - After joining the Wuchan Zhongda Group, the company has reorganized its original business and currently operates four main business segments: textile carding equipment, stainless steel decorative panels, special steel wire, and equipment manufacturing, without prioritizing any specific segment [6] Group 6: Shareholder Actions - The former controlling shareholder of the company will decide whether to continue reducing its stake based on its own funding needs and market price factors [7]

证券代码：002722 证券简称：物产金轮 公告编码：2025-083 物产中大金轮蓝海股份有限公司 | 购买方 | 受托方 | 产品 | 产品专 用结算 | 产品 | 购买 金额 | 资金 | 起息日 | 到期日 | 预期年 化收益 | 关联 | 实际收 益（万 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 名称 | | 类型 | （万 | 来源 | | | | 关系 | | | | | | 账户 | | | | | | 率 | | 元） | | | | | | | 元） | | | | | | | | | | 中国建设银 | 320502 | 保本 | | | | 2025 | | | | | | | 行江苏省分 | | 浮动 | | 部分闲 | 2025 | | | | | | 物产 | 建设 | | 647536 | | 25,480 | | | 年 10 | 0.8%-2. | 物产 | | | | | 行单位人民 | | 收益 | | 置募集 | 年 8 月 | | | | 42. ...

Core Viewpoint - The company reported a decline in both revenue and net profit for the first three quarters of the year, indicating potential challenges in its financial performance [1] Financial Performance - The company's operating revenue for the first three quarters was 1.81 billion yuan, a year-on-year decrease of 7.30% [1] - The net profit attributable to shareholders of the listed company was 97.66 million yuan, down 13.85% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 89.34 million yuan, reflecting a year-on-year decline of 16.10% [1]

证券日报网讯 10月20日晚间，物产金轮发布2025年第三季度报告称，2025年第三季度公司实现营业收 入658，177，710.39元，同比增长13.03%；归属于上市公司股东的净利润为37，210，913.83元，同比 增长20.96%。 （文章来源：证券日报） ...

智通财经APP讯，物产金轮(002722.SZ)发布2025年三季度报告，该公司前三季度营业收入为18.11亿 元，同比减少7.30%。归属于上市公司股东的净利润为9766.48万元，同比减少13.85%。归属于上市公司 股东的扣除非经常性损益的净利润为8934.32万元，同比减少16.10%。基本每股收益为0.47元。 ...

Core Viewpoint - The company reported a decline in both revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The company's operating revenue for the first three quarters was 1.811 billion yuan, a year-on-year decrease of 7.30% [1] - The net profit attributable to shareholders of the listed company was 97.6648 million yuan, down 13.85% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 89.3432 million yuan, a decrease of 16.10% year-on-year [1] - Basic earnings per share were 0.47 yuan [1]

为充分尊重投资者、广泛听取投资者的意见和建议、提升交流的针对性，本 次业绩说明会提前向投资者公开征集问题。投资者可于2025年10月24日（星期五） 12:00前访问https://roadshow.eastmoney.com/luyan/4939154，或扫描下方二 维码，进入问题征集专题页面。公司将在2025年第三季度业绩说明会上对投资者 普遍关注的问题进行回答。此次活动交流期间，投资者仍可登录活动界面进行互 动提问。 证券代码：002722 证券简称：物产金轮 公告编码：2025-082 物产中大金轮蓝海股份有限公司 关于举行 2025 年第三季度网上业绩说明会的公告 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。 物产中大金轮蓝海股份有限公司（以下简称"公司"或"物产金轮"）定于 2025年10月24日（星期五）15:00-17:00在东方财富路演平台举办2025年第三季 度业绩说明会。本次业绩说明会将采用线上文字交流的方式举行，投资者可登录 东方财富路演平台：https://roadshow.eastmoney.com/luyan/4939154，参 ...

物产中大金轮蓝海股份有限公司 2025 年第三季度报告 证券代码：002722 证券简称：物产金轮 公告编号：2025-081 物产中大金轮蓝海股份有限公司 2025 年第三季度报告 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.董事会及董事、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。 3.第三季度财务会计报告是否经过审计 □是 否 1 物产中大金轮蓝海股份有限公司 2025 年第三季度报告 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 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末比上 年初至报告期末 | | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 658,177,710.39 | 13.03% ...

Core Viewpoint - The company reported a revenue of 658 million yuan for the third quarter, reflecting a year-on-year increase of 13.03%, while the net profit reached 37.21 million yuan, up 20.96% compared to the same period last year [1] Summary by Relevant Sections Quarterly Performance - Third quarter revenue was 658 million yuan, representing a 13.03% year-on-year growth [1] - Net profit for the third quarter was 37.21 million yuan, showing a 20.96% increase year-on-year [1] Year-to-Date Performance - Revenue for the first three quarters totaled 1.811 billion yuan, which is a 7.30% year-on-year decline [1] - Net profit for the first three quarters was 97.66 million yuan, down 13.85% compared to the same period last year [1]