湖南泰嘉新材料科技股份有限公司 关于向子公司增资并由其对孙公司增资的进展公告 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。 湖南泰嘉新材料科技股份有限公司（以下简称"公司"或"泰嘉股份"）于 2025 年 7 月 14 日召开第六届董事会第十八次会议，审议通过了《关于向子公司 增资并由其对孙公司增资的议案》，同意公司使用自有资金 2 亿元向子公司长沙 铂泰电子有限公司（以下简称"铂泰电子"）增资并由其对孙公司雅达电子（罗定） 有限公司（以下简称"罗定雅达"）进行增资 2 亿元，并同意授权公司经营管理层 全权办理本次增资的相关事项。详见公司于 2025 年 7 月 16 日刊登在巨潮资讯网 （www.cninfo.com.cn）及《证券时报》《证券日报》《上海证券报》《中国证 券报》的《关于向子公司增资并由其对孙公司增资的公告》（公告编号：2025-047）。 证券代码：002843 证券简称：泰嘉股份 公告编号：2025-061 截至本公告披露日，公司向铂泰电子增资并由其对罗定雅达进行增资事项 已办理完毕，并分别办理完成工商变更登记手续。具体情况如下： 1、 ...

Summary of Key Points Core Viewpoint - On August 6, 2025, Taijia Co., Ltd. executed a block trade of 2.2615 million shares, amounting to 47.8986 million yuan, which represented 9.12% of the total trading volume for the day. The transaction price was 21.18 yuan, reflecting an 11.75% discount compared to the market closing price of 24 yuan [1]. Trading Details - The block trade involved multiple transactions with various trading volumes and prices, all at 21.18 yuan per share [2]. - The total trading volume for Taijia Co., Ltd. on that day included several institutional buyers and sellers, indicating significant interest from institutional investors [2]. - The largest single transaction recorded was for 44.70 thousand shares, with a total value of 946.75 thousand yuan, highlighting substantial trading activity [2].

Revenue and Profit - The total operating revenue for the company in the first half of 2025 was 759 million yuan, a year-on-year decrease of 11.96% [2] - The net profit attributable to shareholders was 40.63 million yuan, down 25.34% year-on-year, while the net profit excluding non-recurring items was 37.82 million yuan, a decline of 31.24% [2] - In Q2, the operating revenue was 404 million yuan, a decrease of 3.42% year-on-year, but the net profit attributable to shareholders increased by 14.49% to 25.66 million yuan [2] Accounts Receivable and Cash Flow - The accounts receivable amounted to 433 million yuan, representing a year-on-year increase of 2.69%, and accounted for 858.76% of the latest annual net profit [3] - The operating cash flow per share was 0.37 yuan, down 36.10% year-on-year [3] Profitability and Expense Control - The gross profit margin was 18.54%, an increase of 4.52% year-on-year, while the net profit margin was 5.34%, a decrease of 5.57% [4] - Total selling, administrative, and financial expenses amounted to 66.96 million yuan, accounting for 8.83% of revenue, an increase of 11.37% year-on-year [4] - The earnings per share were 0.16 yuan, down 27.27% year-on-year, while the net asset per share was 5.55 yuan, an increase of 1.03% [4] Main Business Performance - The sawing business generated revenue of 351.95 million yuan, a year-on-year increase of 4.77%, with a gross profit margin of 42.79% [5] - The revenue from the power supply business was 406.76 million yuan, a year-on-year decrease of 22.64%, with a gross profit margin of -0.17% [6] Cash Flow from Operating Activities - The net cash flow from operating activities decreased by 36.38% year-on-year, primarily due to a decline in revenue from the consumer electronics segment of the power supply business [7] Investment and Financing Activities - The net cash flow from investing activities increased by 92.82% year-on-year, mainly due to net cash management income exceeding the previous year [8] - The net cash flow from financing activities increased by 70.85% year-on-year, attributed to payments for minority equity acquisitions in the previous year [8] Development Review and Outlook - The company has been focused on the sawing industry for over 20 years, with its main product being bimetal band saw blades, ranking first in domestic sales and among the top three globally [9] - In September 2022, the company entered the consumer electronics power supply business and expanded into high-power supply, establishing a dual-main business development pattern of "sawing + power supply" [9]

Core Insights - In total, 12 companies released their semi-annual reports for 2025 on August 5, with 6 companies reporting a year-on-year increase in net profit and 6 reporting a decrease [1] - Among these companies, 5 experienced a year-on-year increase in operating revenue, while 7 saw a decline [1] - Only 3 companies, including ChipLink Integration, reported simultaneous growth in both net profit and operating revenue, while 4 companies, including Lixin Energy, reported declines in both metrics [1] Company Performance Summary - **ChipLink Integration (688469)**: Reported a net profit of -170.34 million yuan, a year-on-year increase of 63.82%, with operating revenue of 349.52 million yuan, up 21.38% [1] - **Huitong New Materials (833751)**: Achieved a net profit of 2.38 million yuan, a year-on-year increase of 27.58%, with operating revenue of 11.20 million yuan, up 8.37% [1] - **Ning Communication B (200468)**: Reported a net profit of -0.72 million yuan, a year-on-year increase of 24.37%, with operating revenue of 30.63 million yuan, down 12.23% [1] - **Hexin Instruments (688622)**: Reported a net profit of -17.46 million yuan, a year-on-year increase of 20.86%, with operating revenue of 5.28 million yuan, down 48.88% [1] - **China Electric Environmental Protection (300172)**: Reported a net profit of 5.39 million yuan, a year-on-year increase of 2.87%, with operating revenue of 31.53 million yuan, down 10.70% [1] - **Deep Technology (300768)**: Reported a net profit of 5.21 million yuan, a year-on-year increase of 0.17%, with operating revenue of 55.06 million yuan, up 9.59% [1] - **Taijia Co., Ltd. (002843)**: Reported a net profit of 4.06 million yuan, a year-on-year decrease of 25.34%, with operating revenue of 75.87 million yuan, down 11.96% [1] - **Shaoneng Co., Ltd. (000601)**: Reported a net profit of 9.59 million yuan, a year-on-year decrease of 42.43%, with operating revenue of 233.49 million yuan, up 6.95% [1] - **Zhenghai Biological (300653)**: Reported a net profit of 4.65 million yuan, a year-on-year decrease of 45.97%, with operating revenue of 18.78 million yuan, down 5.14% [1] - **Fengli Intelligent (301368)**: Reported a net profit of 0.32 million yuan, a year-on-year decrease of 68.79%, with operating revenue of 24.20 million yuan, up 0.25% [1] - **Kailida (688255)**: Reported a net profit of 0.24 million yuan, a year-on-year decrease of 89.94%, with operating revenue of 31.57 million yuan, down 1.81% [1] - **Lixin Energy (001258)**: Reported a net profit of 0.90 million yuan, a year-on-year decrease of 90.17%, with operating revenue of 49.63 million yuan, down 6.02% [1]

Key Highlights - The company瑞可达 has begun small-scale supply of humanoid robot products after prior research and development [1][2] - 侨源股份 plans to establish a production base for electronic-grade medical specialty gases [1][2] - 腾达建设 has won a contract for the construction of a new primary school in the Lu Bei Street area [1][2] - 长源电力 reported a power generation of 4.104 billion kilowatt-hours in July, marking a year-on-year increase of 45.12% [1][2] - 绿通科技 intends to acquire a portion of 大摩半导体's equity and increase its capital [1][2] - 中国东航 has completed the repurchase of 89.5539 million A-shares [1][2] - 蒙威集团 expects a net profit increase of 39.43% to 49.67% year-on-year for the first half of the year [1][3] - 红旗连锁 plans to reduce its holdings by up to 13.6 million shares [1][3] - 丰立智能 aims to raise no more than 730 million yuan through a private placement for projects related to precision power gear manufacturing for new energy vehicles [1][3] - 三超新材 plans to raise no more than 250 million yuan through a private placement [1][3]

Core Insights - The company, Taijia Co., Ltd. (002843.SZ), reported a total operating revenue of 759 million yuan and a net profit attributable to shareholders of 40.63 million yuan for the first half of 2025 [1] - The company experienced a net cash inflow from operating activities of 93.09 million yuan [1] Financial Performance - The latest debt-to-asset ratio is 43.67%, which is a decrease of 0.03 percentage points from the previous quarter and a decrease of 1.61 percentage points from the same period last year [3] - The latest gross profit margin is 18.54%, reflecting an increase of 1.60 percentage points from the previous quarter and an increase of 0.80 percentage points from the same period last year [3] - The latest return on equity (ROE) stands at 2.91% [3] - The diluted earnings per share (EPS) is 0.16 yuan [3] - The total asset turnover ratio is 0.30 times, and the inventory turnover ratio is 2.53 times [3] Shareholder Structure - The number of shareholders is 29,500, with the top ten shareholders holding a total of 136 million shares, accounting for 53.84% of the total share capital [3] - The top shareholders include: 1. Changsha Zhengyuan Enterprise Management Co., Ltd. - 23.4% 2. Zoomlion Heavy Industry Science and Technology Co., Ltd. - 19.0% 3. Bangzhong Investment Co., Ltd. - 6.99% [3]

Key Highlights - The article discusses various companies' recent announcements, including product launches, financial performance, and investment plans [1][2] Group 1: Company Announcements - 瑞可达 has begun small-scale supply of humanoid robot products after prior research and development [1] - 侨源股份 plans to establish a production base for electronic-grade medical specialty gases [1] - 腾达建设 has won a contract for the construction of a new primary school in the Lu Bei Street area [1] Group 2: Financial Performance - 长源电力 reported a power generation of 4.104 billion kWh in July, representing a year-on-year increase of 45.12% [1] - 辽港股份 achieved a net profit of 956 million yuan in the first half of the year, a year-on-year growth of 110.78% [2] - 家威集团 expects a net profit increase of 39.43% to 49.67% year-on-year for the first half of the year [2] Group 3: Share Buybacks and Acquisitions - 中国东航 has completed a buyback of 89.5539 million A-shares [1] - 绿通科技 plans to acquire a portion of 大摩半导体's equity and increase its capital [1] - 矩子科技 has repurchased 4.244% of its shares [1] Group 4: Capital Raising Initiatives - 丰立智能 intends to raise no more than 730 million yuan for a precision power gear manufacturing project for new energy vehicles [1] - 三超新材 plans to raise no more than 250 million yuan through a private placement [1] - 漳州发展 aims to raise no more than 1.05 billion yuan [2]

2025年8月5日，泰嘉股份(002843.SZ)发布2025年半年度报告。截至2025年8月04日，共有7个机构投资 者披露持有泰嘉股份A股股份，合计持股量达1.31亿股，占泰嘉股份总股本的52.13%。其中，机构投资 者包括长沙正元企业管理有限公司、中联重科股份有限公司、邦中投资有限公司、中国银行股份有限公 司-易方达供给改革灵活配置混合型证券投资基金、上海证券有限责任公司、北京黑水磐石资产管理有 限责任公司-黑水磐石-泰业一号私募证券投资基金、易方达益民股票型养老金产品-中国民生银行股份有 限公司，机构投资者合计持股比例达52.13%。相较于上一季度，机构持股比例合计上涨了2.06个百分 点。 公募基金方面，本期较上一季度新披露的公募基金共计1个，即易方达供给改革混合。 ...

Group 1 - The company plans to recognize an asset impairment provision totaling 7.2236 million yuan for the first half of 2025, which includes provisions for bad debts and inventory depreciation [6][8][9] - The breakdown of the impairment provision includes 8,080 yuan for notes receivable, 6.9025 million yuan for accounts receivable, and 64,900 yuan for inventory [7][8] - The board of directors believes that the impairment provision is in accordance with accounting standards and reflects the company's financial condition accurately [9][23] Group 2 - The company will not distribute cash dividends or issue bonus shares for the reporting period [3][5] - The board of directors approved the half-year report and its summary, stating that it objectively reflects the company's financial status and operating results [11][15] - The company has not experienced any changes in its controlling shareholder or actual controller during the reporting period [5][6] Group 3 - The company plans to provide a guarantee for its subsidiary, Hunan Taijia Alloy Materials Technology Co., Ltd., for a bank credit line not exceeding 50 million yuan [19][27] - The guarantee is part of a previously approved total guarantee amount of up to 600 million yuan for subsidiaries [26][27] - The independent directors have reviewed and approved the related party transaction, confirming it does not harm the interests of the company or its shareholders [34][20]

Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, primarily due to challenges in the consumer electronics sector and adjustments in customer order structures. The company aims to enhance operational efficiency and maintain growth in its cutting and power supply businesses through strategic adjustments and innovation [21][23][24]. Financial Performance - The company's revenue for the first half of 2025 was approximately 758.70 million yuan, a decrease of 11.96% compared to the same period last year [27]. - The net profit attributable to shareholders was approximately 37.82 million yuan, down 31.24% year-on-year [27]. - The basic earnings per share decreased by 27.27% to 0.16 yuan [27]. Business Segments Cutting Business - The cutting business generated revenue of approximately 351.95 million yuan, an increase of 4.77% year-on-year, with export sales reaching approximately 101.95 million yuan, up 1.58% [21][22]. - The company is a leading player in the cutting industry, focusing on bi-metal band saw blades, which are essential tools for metal cutting and are widely used across various manufacturing sectors [6][10][16]. - The company has established a comprehensive service system for cutting solutions, covering research, production, sales, and after-sales services [8][10]. Power Supply Business - The power supply business reported revenue of approximately 331.47 million yuan, a decline of 23.27% year-on-year, attributed to increased competition and weak market demand [23]. - The company has been expanding its product offerings in the power supply sector, including consumer electronics power supplies and renewable energy solutions [11][18]. - The company has established strong relationships with leading global brands, enhancing its market position in the power supply industry [13][17]. Strategic Initiatives - The company is focusing on enhancing product quality and operational efficiency through innovation and process optimization [22][24]. - It aims to strengthen its market presence by expanding its international footprint and improving customer relationships [15][21]. - The company is committed to investing in research and development to maintain its competitive edge in both the cutting and power supply sectors [19][26].