证券代码：002843 证券简称：泰嘉股份 公告编号：2026-002 湖南泰嘉新材料科技股份有限公司 关于持股5%以上股东减持计划期限届满暨减持结果的公告 持股 5%以上股东中联重科股份有限公司保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 湖南泰嘉新材料科技股份有限公司（以下简称"公司"、"本公司"）于 2025 年 10 月 17 日披露了《关于持股 5%以上股东减持股份的预披露公告》（公 告编号：2025-077），持有本公司股份 40,447,876 股（占本公司总股本比例 16.07%） 的股东中联重科股份有限公司（以下简称"中联重科"）计划自上述减持股份预 披露公告发布之日起 15 个交易日后的 3 个月内以集中竞价交易方式减持本公司 股份不超过 2,517,375 股（占本公司总股本比例 1%），以大宗交易方式减持本公 司股份不超过 5,034,751 股（占本公司总股本比例 2%），合计拟减持本公司股份 不超过 7,552,126 股（占本公司总股本比例 3%）。 公司于 2025 年 1 ...

Core Viewpoint - The announcement from Taijia Co., Ltd. indicates that its shareholder, Zoomlion Heavy Industry Science and Technology Co., Ltd., which holds 16.07% of the shares, had previously planned to reduce its holdings by up to 7.55 million shares, accounting for 3% of the total share capital, within three months after the pre-disclosure announcement in 2025 [1] Summary by Relevant Sections - **Shareholding Reduction Plan** - Zoomlion planned to reduce its holdings by a maximum of 7.55 million shares, representing 3% of the total share capital, starting from 15 trading days after the pre-disclosure announcement in 2025 [1] - **Actual Reduction Details** - As of the announcement date, the reduction plan period has expired, and Zoomlion only reduced its holdings by 2.5074 million shares from November 24, 2025, to December 9, 2025, which is 1% of the total shares, at an average price of 18.85 yuan per share [1] - **Post-Reduction Shareholding** - After the reduction, Zoomlion's shareholding decreased to 37.9405 million shares, which is 15.07% of the total shares [1] - **Impact on Company Control** - The reduction in shareholding will not lead to a change in the company's control and will not affect its ongoing operations [1]

Group 1 - The company is currently constructing its manufacturing base in Thailand, and the related work is progressing in an orderly manner [2] - The company provided an update on the expected production timeline for the Thailand base, indicating that it is under construction [2] - Investors have shown interest in the construction progress and production timeline of the Thailand manufacturing base [2]

Group 1 - The company is progressing with its self-developed alloy steel strip project, which has achieved small batch product deliveries [2] - The products have shown good application performance [2] - Investors inquired about the performance of the alloy steel strip in terms of strength, toughness, and heat treatment stability compared to imported materials [2]

Core Viewpoint - The company is making progress on its alloy steel strip project, with small batch deliveries already achieved and positive application feedback reported [1] Company Summary - The company has successfully delivered small batches of alloy steel strip products [1] - The application of these products is reported to be good, indicating potential market acceptance and demand [1]

Group 1 - AVIC Chengfei is a core subsidiary of China Aviation Industry Group, specializing in the research and development of military fighter jets and trainer aircraft, holding a leading position in the aviation equipment manufacturing sector [1] - The company has successfully provided key structural components for various domestic commercial rocket enterprises and has participated in multiple commercial space launch missions, gaining high industry recognition for its technical reliability and product stability [1] - With the accelerated development of commercial aerospace, the company is expected to benefit from the increasing demand for aerospace structural components and special materials, expanding its market share significantly [1] Group 2 - AVIC Xifei is a major manufacturer of military transport aircraft, bombers, and early warning aircraft, possessing top-tier technical strength in the aviation equipment manufacturing field [2] - The company has actively expanded its commercial aerospace business by providing core products such as structural components and lightweight parts for commercial rockets, meeting the industry's demand for high reliability [2] - As the frequency of commercial space launches continues to rise, the company aims to deepen its innovation in aerospace technology and solidify its position as a core supplier in the commercial aerospace structural component sector [2] Group 3 - Xiamen Xiangyu is a leading bulk commodity supply chain service provider, leveraging its unique location in the Xiamen Free Trade Zone to build a global logistics, trade, and financial service network [3] - The company has successfully provided fuel transportation and supply chain support services for multiple domestic commercial rocket launch missions, gaining wide recognition from industry clients [3] - With the acceleration of global commercial aerospace layout, the demand for cross-border transportation and supply chain services for aerospace materials is expected to grow significantly [3] Group 4 - Hisense Visual is a domestic leader in display technology, with a comprehensive industrial layout from panel manufacturing to terminal products, holding international leadership in high-resolution display and laser display technologies [4] - The company has provided customized display components for domestic commercial satellite projects, meeting stringent aerospace-grade requirements and gaining high recognition from aerospace enterprises [4] - As the construction of low-orbit satellite constellations accelerates, the demand for spaceborne optical equipment is expected to grow significantly, positioning the company to benefit from this trend [4] Group 5 - Far East Holdings is a leading enterprise in the cable and superconducting materials sector, with strong technical capabilities and a comprehensive industrial chain [5] - The company has successfully provided core cable products for multiple domestic commercial rocket launch missions, gaining wide recognition for its technical performance and product quality [5] - As commercial aerospace equipment evolves towards intelligence, lightweight, and high power, the demand for high-performance cables and superconducting materials is expected to continue to grow [5] Group 6 - AVIC Heavy Machinery is a core supplier in the aerospace forging sector, possessing advanced forging technology and a complete processing system [6] - The company has provided key forged products for various commercial rocket enterprises, participating in multiple key commercial aerospace launch projects [6] - With the increasing frequency of commercial rocket launches, the demand for high-end alloy forgings is expected to continue to rise, allowing the company to expand its production capacity in this area [6] Group 7 - Taiyuan Iron and Steel is a leading enterprise in the stainless steel industry, with global-leading production technology and a large capacity scale [7] - The company has provided core stainless steel materials for multiple domestic commercial aerospace projects, meeting aerospace-grade standards and gaining recognition from aerospace enterprises [7] - As the demand for high-end stainless steel and special alloy materials continues to grow, the company plans to deepen its research and development in aerospace-specific materials [7] Group 8 - Jiugang Hongxing is a leading enterprise in the steel industry in Northwest China, with a complete steel production industrial chain [8] - The company has provided customized steel products for several commercial aerospace projects, gaining industry recognition for its technical performance [8] - With the scale development of commercial aerospace equipment, the demand for high-strength steel is expected to continue to grow, prompting the company to optimize its production processes [8] Group 9 - Wind Power Equipment and Aerospace Supporting Equipment is a key enterprise in the field, with strong technical capabilities and a comprehensive production system [9] - The company has provided structural components for commercial rockets and precision processing parts for aerospace ground equipment, gaining industry recognition [9] - As the frequency of commercial rocket launches increases, the demand for precision structural components is expected to continue to grow [9] Group 10 - Yiyang Technology is a leading enterprise in the field of high-end castings and forgings, with a complete production system [10] - The company has provided engine castings for domestic commercial rocket enterprises, participating in the supply of satellite thrusters [10] - With the development of commercial rockets towards high thrust and reusability, the demand for high-temperature alloy castings is expected to continue to grow [10]

Group 1 - The company, Taijia Co., Ltd. (002843), plans to implement targeted promotional strategies at different stages to enhance its visibility and actively communicate its corporate value [1] - The company will organize roadshows, performance briefings, and participate in investor strategy meetings as part of its efforts to increase engagement with investors [1] - The initiatives aim to improve the company's activity level and strengthen its presence in the market [1]

Core Viewpoint - The company, Taijia Co., Ltd., anticipates a net profit loss attributable to shareholders ranging from 22.5 million to 32 million yuan for the fiscal year 2025, compared to a profit of 50.4193 million yuan in the same period last year [1] Financial Performance - The projected loss for 2025 is based on preliminary calculations by the company's finance department and has not yet been audited by an accounting firm [1] - The specific financial data will be confirmed in the company's annual report for 2025 [1]

Group 1 - The company expects a net profit attributable to shareholders of between -32 million and -22.5 million yuan for 2025, with a net profit excluding non-recurring gains and losses estimated at -30.5 million to -21.5 million yuan [1] - The company is focusing on "strategic breakthroughs, product leadership, global operations, and organizational drive" to enhance product quality internally and expand market presence externally, leading to a certain degree of revenue growth [1] - 2025 is designated as a strategic layout year for the company's sawing business segment, with plans to establish a sales subsidiary in Germany, advance the Thailand base project, and launch new projects including circular saw blades and alloy steel belts, which will incur additional costs affecting profit [1] Group 2 - The company has actively adjusted its power supply business strategy through organizational changes, operational optimization, and cost reduction, resulting in lower operational costs [2] - The revenue from the consumer electronics power supply business has declined due to intensified competition and adjustments in customer order structures [2] - The photovoltaic new energy sector remains sluggish, leading to price pressures on products, prompting the company to adjust the order structure of its high-power power supply business, which has also seen a decline in revenue [2] - The company plans to conduct impairment tests on goodwill and certain long-term assets of subsidiaries, which is expected to impact net profit by 85 million to 94 million yuan [2]

Group 1 - The company Taijia Co., Ltd. forecasts a net profit attributable to shareholders for 2025 to be between -22.5 million yuan and -32 million yuan, compared to a profit of 50.42 million yuan in the same period last year [1] - The basic earnings per share are expected to be between -0.09 yuan and -0.13 yuan [1] Group 2 - International gold prices have surpassed 5,000 dollars, marking a 280% increase over the past seven years [1] - Experts suggest that the key factors influencing gold prices include the US dollar, the international monetary system, interest rate cuts, and technological revolutions [1]